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City Council Agenda Packet 05-28-20251. Agenda Documents Documents: 05-28-24 AGENDA.PDF 2024-5-13 MINUTES CC (DRAFT).PDF 2A PAYMENT OF BILLS.PDF 2B NEW HIRES AND DEPARTURES.PDF 2C PROPERTY.PDF 2D TEMPORARY LIQUOR LICENSE CENTRAL MN JOBS.PDF 2E LIQUOR LICENSE LIONS RIVERFEST.PDF 2F LIABILITY WAIVER 2024.PDF 2G LEASE AGREEMENT-119 3RD ST E.PDF 2H REQUESTING PUBLIC HEARING TIF DIST 1-42.PDF 21 ACCESSORY STRUCTURE HOLLAND.PDF 2J PANERA AMENDMENT CUP PUD.PDF 2K HOLIDAY EV CUP.PDF 2L SAVANNA VISTA PUD ADJUSTMENT.PDF 2M SCHNEIDER ANNEXATION PETITION.PDF 2N CITY SCHOOL LEASE BCOL.PDF 4A 2023 AUDIT.PDF 1.1. Agenda Documents Documents: 2024 FINANCE PRESENTATION. PDF 4A 2023 FINAL AUDIT PRESENTATION ADDITIONAL INFORMATION.PDF FORMER CHAMBER BUILDING SUPPORTING DATA.PDF AGENDA REGULAR MEETING — MONTICELLO CITY COUNCIL Tuesday, May 28, 2024 — 6:30 p.m. Mississippi Room, Monticello Community Center CITY COUNCIL WORKSHOP 4:30 p.m. (Academy Room) 4:30 p.m. CLOSED MEETING — Consideration of sale of City property PID: 155500184203 Authorized by MN Statute 13D.05, Subd. 3 5:00 p.m. Orderly Annexation Agreement Discussion Mayor: Lloyd Hilgart Council Members: Charlotte Gabler, Tracy Hinz, Lee Martie, Sam Murdoff 1. General Business A. Call to Order & Pledge of Allegiance B. Recognition of Marcy Anderson C. Approval of Agenda — Councilmembers or the City Administrator may add items to the agenda for discussion purposes or approval. The City Council may or may not take official action on items added to the agenda. D. Approval of Meeting Minutes • Regular Meeting Minutes from May 13, 2024 E. Citizen Comments— Individuals may address the City Council about any item not contained on the agenda. Each speaker will be allotted three minutes with a maximum of five speakers. The Mayor may allow for additional time and/or speakers. The City Council generally takes no official action of items discussed, except for referral to staff for future report. F. Public Service Announcements/Updates G. Council Liaison Update • Economic Development Authority (EDA) • Parks, Art, and Recreation Commission (PARC) H. Department Updates • Finance Update • Construction Update 2. Consent Agenda — All items listed on the Consent Agenda are considered standard or may not need discussion prior to approval. These items are acted upon by one motion unless a councilmember, the city administrator, or a citizen requests the item by removed from consent for additional discussion. A. Consideration of approving payment of bills B. Consideration of approving new hires and departures for City departments C. Consideration of approving the sale/disposal of surplus city property D. Consideration of approving a temporary liquor license for Central Minnesota Jobs and Training Services, Inc. for an open house to be held on October 9, 2024, at 406 East 7t" Street, Monticello E. Consideration of approving a temporary liquor license for the Monticello Lions for Riverfest celebration on July 13 and July 14, 2024 F. Consideration of not waiving monetary limits on municipal tort liability established by Minnesota Statutes G. Consideration of authorizing a lease agreement with Civil Engineering Site Design, LLC for 1,140 square feet of the former DMV office building located at 119 3rd Street East H. Consideration of adopting Resolution 2024-43 calling for a public hearing on the proposed Modification of Tax Increment Financing District No. 1-42 within the Central Monticello Redevelopment Project No. 1, and approving the Amended and Restated Tax Increment Financing Plan for the District I. Consideration of approving a request for Conditional Use Permit (CUP) for accessory structures exceeding 1,200 square feet in the R-1, Single -Family Residential District. Applicant: Ben Holland J. Consideration of amending the Conditional Use Permit (CUP) for a Planned Unit Development (PUD) for a restaurant with drive thru in a B-4, Regional Business zoning district. Applicant: Westwood Professional Services o/b/o CA Commercial Development (Panera) K. Consideration of amending a Conditional Use Permit (CUP) for electric vehicle charging stations as an accessory use in the B-3, Highway Business District. Applicant: Doug Walkup L. Consideration of adopting Resolution 2024-44 approving a Planned Unit Development (PUD) adjustment for additional amenities at Savanna Vista/Monticello Lakes PUD. Applicant: Monticello Lakes, LLC M. Consideration to acknowledge receipt of a petition for annexation from Classics on Broadway, LLC and Mike Schneider and to proceed to verification of compliance with the Joint Resolution for Orderly Annexation N. Consideration of approving a lease with Monticello School District 882 for the 2024-2025 school year to serve kindergarten through fifth grade at the Bertram Chain of Lakes Regional Park share maintenance shed 2A. Consideration of items removed from the consent agenda for discussion 3. Public Hearings 4. Regular Agenda A. Consideration of accepting the 2023 Annual Comprehensive Financial Report 5. Additional Discussion • Old Chamber Building, 205 Pine Street (Previous Discussion — May 13, 2024) • Let's Chalk (Previous Discussion — May 13, 2024) 6. Adjournment REGULAR MEETING — MONTICELLO CITY COUNCIL Monday, May 13, 2024 — 6:30 p.m. Mississippi Room, Monticello Community Center Present: Lloyd Hilgart, Charlotte Gabler, Tracy Hinz, Lee Martie, and Sam Murdoff Absent: None 1. General Business A. Call to Order & Pledge of Allegiance Mayor Hilgart called the meeting to order at 6:30 p.m. B. Proclamation for Pet Partners Therapy Animal Teams was read by Mayor Hilgart. C. Approval of Agenda Mayor Hilgart requested to add discussion on the Let's Chalk event. Councilmember Murdoff motioned to approve of the agenda with the added discussion on Let's Chalk. Councilmember Hinz seconded the motion. Motion carried unanimously. D. Approval of Meeting Minutes • Regular Meeting Minutes from April 22, 2024 Councilmember Gabler moved to approve the minutes. Councilmember Martie seconded the motion. Motion carried unanimously. E. Citizen Comments None. F. Public Service Announcements ➢ Haley Foster, Communications & Marketing Specialist, noted the following public announcements: • No Mow May • Farmers Market • Walk & Roll —June 8 • Camp Manitou — Bertram Chain of Lakes Athletic Park G. Council Liaison Updates • Economic Development Authority (EDA) — Councilmember Hinz gave an update of the meeting held May 8, 2024. The EDA held a workshop on Block City Council Minutes: May 13, 2024 Page 1 1 7 34 redevelopment. At the regular meeting the group reviewed the following: TIF 1-42 Modification; Wiha Tools expansion certificate of completion; use of property for Wright County Sheriff's Office K-9 training; UMC TIF Development Subsidy amendment; a GMEF application for Excelsior Tool; purchase agreement for 118 Broadway East; and an interfund loan for 118 Broadway East. • Central Mississippi River Regional Planning Partnership (CMRP) — Rachel Leonard, City Administrator, commented on the meeting held in April. The group discussed two primary pieces of business. They received two management proposals to guide them from a joint power organization to a non-profit organization and chose Flaherty & Hood. The second item discussed was the Community Energy Transition (CET) program. • Industrial and Economic Development Committee (IEDC) — Councilmember Murdoff gave an update of the meeting held May 7. At the meeting, Wayne Elam gave a presentation on commercial and industrial land pricing, sales trends, availability, etc. Updates from the Chamber of Commerce, Wright County Economic Development, and City Council were also presented. • Planning Commission — Councilmember Gabler gave an overview of the meeting held May 7. The Planning Commission held four public hearings: amendment to City Code regarding flood plain; Conditional Use Permit (CUP) for accessory structure; CUP on electric vehicle charging station; and CUP for restaurant with drive thru. G. Department Updates • FiberNet Quarterly Update — Mark Birkholz, Arvig, presented the quarterly update. • Wright County Sheriff's Office Quarterly Update — Sergeant Kevin Triplett presented the quarterly update. He introduced Lt. Jeff McMackin who will be the new contact for the City of Monticello. • Construction Update — Matt Leonard, Public Works Director/City Engineer, gave an update on current construction projects. 2. Consent Agenda: Councilmember Murdoff moved to adopt the Consent Agenda excluding items D and M. Councilmember Martie seconded the motion. Motion carried unanimously. A. Consideration of approving the payment of bills. Action taken: Approved the bill and purchase card registers for a total of $2,203,758.67. City Council Minutes: May 13, 2024 Page 2 1 7 B. Consideration of approving new hires and departures for City departments. Action taken: Approved new hires for Monticello Community Center and Parks Department. C. Consideration of approving the sale/disposal of surplus city property. Action taken: No report this cycle. D. Consideration of adopting Resolution 2024-40 establishing polling places for the 2024 Primary and General Elections. Action taken: ITEM WAS REMOVED FROM CONSENT AGENDA. Consideration of approving a special event permit for seven outdoor events/concerts to be held at Nordic Brewpub located at 530 Cedar Street. Action taken: Special event permit approved contingent on notification of surrounding business owners, payment of event fee, and contact with Wright County Sheriff's Office. Consideration of approving annual liquor license renewals for 2024-2025. Action taken: Liquor license renewals were approved. G. Consideration of approving a special event permit allowing exclusive use of Ellison Park and related assistance in conjunction with the Brewfest event on August 17, 2024, and approving a temporary liquor license for the event. Action taken: Approved the special event permit contingent on the following: site plan and coordination with the Streets Superintendent and Parks Superintendent: coordination with the Chief Building Official on any tent permits that may be needed; verification of trash and portable bathroom services for the event; verification of notification of affected local businesses and residents within a 2- block radius of the park by the permit holder, no later than two weeks prior to the event; and event coordination with the Wright County Sheriff's Office. H. Consideration of adopting Resolution 2024-41 accepting a grant of $8,000 from the Central Minnesota Arts Board for MontiArts Summer Arts in the Parks project. Action taken: Resolution accepting the grant was adopted. Consideration of submitting a letter of support for Sherburne County's Community Energy Transition (CET) grant application to help fund the Trunk Highway 25 Tier 1 Environmental Review for Central Mississippi River Regional Planning Partnership. Action taken: Authorized the submission of the letter of support. City Council Minutes: May 13, 2024 Page 3 1 7 J. Consideration of adopting Ordinance 825 amending the Monticello City Code, Title XV: Land Usage, Chapter 153: Zoning Ordinance, Section 153.046: Overlay Zoning Districts, adopting the updated Flood Hazard Determination including Flood Insurance Study and Flood Insurance Rate Maps for the City of Monticello as part of the Official Zoning Map and the Subject Zoning Ordinance Section herein. Applicant: City of Monticello. Action taken: Adopted Ordinance 825 amending the Monticello City Code, Title XV, Chapter 153, Section 153.046. Adopted the updated Flood Hazard Determination including Flood Insurance Study and Flood Insurance Rate Maps for the City of Monticello as part of the Official Zoning Map and the subject Zoning Ordinance Section herein, based on findings in Resolution PC-2024-12. K. Consideration of adopting Resolution 2024-42 determining that it is not currently feasible to connect public water and sewer to 7407 County Road 39 NE. Action taken: Adopted Resolution 2024-42 determining that it is not feasible to connect public water and sewer to 7407 County Road 39 NE. L. Consideration of approving an agreement with Xcel Energy for the relocation and undergrounding of utilities associated wit the downtown project for $205,829.50. Action taken: Agreement was approved. M. Consideration of approving the purchase of right-of-way the School Boulevard Intersection Improvements Project and authorizing the Finance Director to make payment of such claims. Action taken: ITEM WAS REMOVED FROM CONSENT AGENDA. 2A. Consideration of items removed from the consent agenda for discussion D. Consideration of adopting Resolution 2024-40 establishing polling places for the 2024 Primary and General Elections. Mayor Hilgart removed the item to allow a member of the public to speak. Colton Kratky, 9127 Fieldcrest Circle, expressed concern that the polling place was in a church and voters may not feel comfortable voting at the location. Jennifer Schreiber, City Clerk, addressed the concern and noted that voters have the option to vote by mail or at City Hall. She also noted that the voting takes place in a community room of the church. Churches are adequate spaces for polling places because they are available, large enough, ADA compliant, and have parking. City Council Minutes: May 13, 2024 Page 4 1 7 Mayor Hilgart moved to adopt Resolution 2024-40 establishing polling places for the 2024 Primary and General Elections. Councilmember Murdoff seconded the motion. Motion carried unanimously. M. Consideration of approving the purchase of right-of-way for the School Boulevard Intersection Improvements Project and authorizing the Finance Director to make payment of such claims. Councilmember Gabler removed the item and expressed concern over the cost per square foot that is being paid for Outlot A and wondered if that could be renegotiated. Matt Leonard noted that renegotiating is an option. The property owner also has the option to get an appraisal and the City would have to pay up to $1,500 for the appraisal. The property owner is concerned that the City's appraisal didn't include all comparable properties, such as the Savannah Vista project and Due North. There is the chance that the appraisal could come in higher, or it could delay the project. In addition, there will be an assessment for this project that is assessed back to the property owner. Councilmember Gabler moved approval of purchasing the right-of-way for the School Boulevard Improvements Project and authorized the Finance Director to make payment of such claims. Councilmember Murdoff seconded the motion. Motion carried unanimously. 3. Public Hearings: 4. Regular Agenda: A. Consideration of approving public contribution for Haven Ridge 3rd Addition street and utility oversizing Matt Leonard presented the item and noted that the City is proposing to pay the oversizing cost for trunk sanitary sewer and watermain for the Haven Ridge 3rd Addition. In addition to water and sewer, staff proposed paying for oversizing on the collector roadways of Fallon Avenue, Eisele Avenue, and 851" Street. The estimated costs are $1,850,000 —trunk sanitary sewer, $600,000 —trunk watermain, and $200,000 street oversizing. The final cost being included in the developer agreement to be considered at a future council meeting. The oversizing credits for the utility extensions would be paid for by the Trunk Utility funds and the oversizing credit for roadways would be paid for by the Capital Project fund. The Council discussed the item and had questions for clarification. City Council Minutes: May 13, 2024 Page 5 17 Ben Schmidt, Twin Cities Land Development, addressed the City Council and noted that they are in agreement with City staff. Councilmember Hinz moved to approve the public contribution for Haven Ridge 3rd Addition street and utility oversizing. Councilmember Martie seconded the motion. Motion carried unanimously. B. Consideration of change orders for the Monticello Downtown Roadwav & Pedestrian Project, Citv Proiect 22C005, for additional grading and concrete work at West Bridge Park and purchasing tree guards for Walnut Street for $234,574 Tom Pawelk, Parks & Recreation Director, gave a history of the project and presented the change orders. The change order for the tree guards is a confirmed cost and replaces the proposed bridge rail component in the project. The proposed change order for West Bridge Park is the engineer's estimate. The Improvements noted were additional grading for the final playground design, new playground fall zones, connecting accessible sidewalks surrounding the play area, and expanding the woodchip surfacing area. The Council discussed the West Bridge Park change order. Councilmember Gabler and Hinz questioned what the consequences would be for waiting on the West Bridge Park change order improvements. Mr. Pawelk noted that it would be a greater mess in the future to make the changes. Installing the improvements in conjunction with the current project will minimize future park closures, costs, and site disturbance. Mayor Hilgart spoke in support of adding the improvements with the current project because residents having already endured the closures and doing them now makes more sense than in the future. Mr. Pawelk presented the change order for tree guards. He noted that the tree guards will mimic the bridge rail that was going to be used. There were a couple of questions regarding the tree guard change order. Mayor Hilgart questioned why the tree guards were removed from the project initially and then added back in. Angela Schumann, Community Development Director, responded there were tree guards in other locations of the project that were removed. These tree guards were included in the project instead of metal guards that were originally proposed. Councilmember Martie moved approval of proposed change order for West Bridge Park as part of the Downtown Roadway & Pedestrian Project, City Project 22CO05 to provide additional grading and concrete work at West Bridge based on the engineer's estimate of $219,483, with final cost negotiated by City Council Minutes: May 13, 2024 Page 6 1 7 City Engineer. Councilmember Hinz seconded the motion. Motion carried unanimously. Councilmember Hinz moved approval of Change Order #2 for the Monticello Downtown Roadway & Pedestrian Project, City Project 22C005, removing the refurbished bridge rails from the project and adding in two-sided tree guards for a total cost of $15,091. Councilmember Martie seconded the motion. Motion carried unanimously. 5. Additional Items: Mayor Hilgart requested discussion on the Let's Chalk event. Mayor Hilgart noted his past participation in the event and his fundraising efforts. His question was whether Chalk Fest should be a City event, a private event where he would submit a special event permit or organized by committee. Chalk Fest is currently funded by donations, but there is a commitment of staff time for planning and working the event. Councilmembers expressed support of the event, however, there wasn't a consensus on how the event should be managed. There will be continued discussion on the item at a future Council workshop or meeting. 6. Adiournment: The meeting was adjourned at 8:34 p.m. Recorder: Jennifer Schreiber Attest: City Administrator City Council Minutes: May 13, 2024 Page 7 17 City Council Agenda: 5/28/2024 2A. Consideration of approving payment of bills Prepared by: Finance Director Reviewed by: N/A ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to approve the bill and purchase card registers for a total amount of $834,317.38. REFERENCE AND BACKGROUND City staff submits the attached bill registers and purchasing card registers for approval by Council. The bill registers contain all invoices processed and the purchasing card registers contain all card purchases made since the last Council meeting. Subject to MN Statutes, most invoices require Council approval prior to releasing checks for payment. The day following Council approval, payments will be released unless directed otherwise. A credit purchasing agreement and policy was approved by Council initially and card purchases must comply with the policy. If Council has no questions or comments on the bill and purchase card registers, these can be approved with the consent agenda. If requested, this item can be removed from consent and discussed prior to making a motion for approval. I. Budget Impact: N/A II. Staff Workload Impact: No additional work. III. Comprehensive Plan Impact: N/A STAFF RECOMMENDED ACTION City staff recommends approval of bill and purchase card registers as presented. SUPPORTING DATA • Bill registers and purchase card registers Accounts Payable Checks by Date - Summary by Check Date User: debbie.gulbrandson Printed: 5/17/2024 2:29 PM � MontiTY ce_o Check No Vendor No Vendor Name Check Date Check Amount ACH 1426 CITY OF MONTICELLO 05/15/2024 4,378.97 ACH 2282 MRI SOFTWARE 05/15/2024 120.00 ACH 2405 WELLS FARGO - Monthly Charges/Returt 05/15/2024 16,109.97 ACH 2438 VANCO SERVICES LLC 05/15/2024 118.74 ACH 2811 US BANK CORPORATE PMT SYSTEM 05/15/2024 121,902.02 ACH 3241 LINCOLN FINANCIAL GROUP 05/15/2024 3,470.58 ACH 4263 CAYAN 05/15/2024 1,589.85 ACH 6041 HEALTHEQUITY INC 05/15/2024 1,180.40 Total for 5/15/2024: 148,870.53 Report Total (8 checks): 148,870.53 The preceding list of bills payable was reviewed and approved for payment. Date: 5/28/2024 Approved by: Mayor Lloyd Hilgart AP Checks by Date - Summary by Check Date (5/17/2024 2:29 PM) Page 1 Accounts Payable Checks by Date - Summary by Check Date User: julie.cheney Printed: 5/22/2024 3:40 PM CITY OF � Monti*ce_o Check No Vendor No Vendor Name Check Date Check Amount ACH 1062 BEAUDRY OIL COMPANY 05/29/2024 5,178.79 ACH 1065 BELLBOY CORPORATION 05/29/2024 12,985.50 ACH 1074 BOLTON AND MENK INC 05/29/2024 11,069.00 ACH 1091 CAMPBELL KNUTSON PA 05/29/2024 9,881.20 ACH 1129 DAHLHEIMER BEVERAGE LLC 05/29/2024 91,512.53 ACH 1153 ECM PUBLISHERS INC 05/29/2024 791.80 ACH 1187 FORCE AMERICA DISTRIBUTING LLC 05/29/2024 1,087.57 ACH 1223 HAWKINS INC 05/29/2024 28,319.96 ACH 1273 KIWI KAI IMPORTS, INC. 05/29/2024 1,762.17 ACH 1303 M AMUNDSON CIGAR & CANDY CO, I 05/29/2024 2,605.40 ACH 1377 MONTICELLO SENIOR CENTER 05/29/2024 5,625.00 ACH 1417 OSC OXYGEN SERVICE COMPANY 05/29/2024 374.55 ACH 1518 TDS TELECOM 05/29/2024 343.52 ACH 1552 VIKING COCA COLA BOTTLING CO 05/29/2024 910.78 ACH 1567 WES OLSON ELECTRIC LLC 05/29/2024 3,574.44 ACH 1577 WRIGHT CO AUDITOR-TREAS - ACH 05/29/2024 199,230.68 ACH 1684 VINOCOPIA 05/29/2024 774.17 ACH 1726 MARCO TECHNOLOGIES 05/29/2024 1,480.07 ACH 2139 ADVANCED FIRST AID INC 05/29/2024 316.00 ACH 2273 FIBERNET MONTICELLO - ACH 05/29/2024 5,775.12 ACH 4502 ARVIG 05/29/2024 15,122.63 ACH 4633 PERFORMANCE FOOD GROUP INC 05/29/2024 644.11 ACH 4646 CAPITOL BEVERAGE SALES L.P. 05/29/2024 27,945.44 ACH 4832 TIFCO INDUSTRIES, INC. 05/29/2024 54.43 ACH 5201 DICK FAMILY, INC. 05/29/2024 2,021.55 ACH 5210 ADAM SMIGLEWSKI 05/29/2024 600.00 ACH 5211 RANDI O'KEEFE KRIER 05/29/2024 1,946.88 ACH 5426 NOVEL SOLAR TWO LLC 05/29/2024 26,441.16 ACH 5585 SBRK FINANCE HOLDINGS INC 05/29/2024 12.00 ACH 6272 DANGEROUS MAN BREWING COMPA 05/29/2024 217.00 ACH 6285 NOKOMIS ENERGY LLC 05/29/2024 11,233.18 ACH 6300 NOVEL SOLAR ONE LLC 05/29/2024 4,319.12 ACH 6301 NOVEL SOLAR FIVE LLC 05/29/2024 204.02 ACH 6394 TRAVIS LAAGE 05/29/2024 124.62 128484 5660 ABSOLUTE PRINT GRAPHICS 05/29/2024 2,668.04 128485 5948 AE2 - ADVANCED ELEMENTS, INC. 05/29/2024 10,632.65 128486 5463 ALLSTATE PETERBILT OF ROGERS 05/29/2024 233.02 128487 3497 AMERICAN ENGINEERING TESTING 105/29/2024 675.00 128488 3491 ARTISAN BEER COMPANY 05/29/2024 565.85 128489 1067 BERNICK'S 05/29/2024 6,256.05 128490 4328 BREAKTHRU BEVERAGE MN WINE & 05/29/2024 11,232.80 128491 1103 CENTRAL HYDRAULICS INC 05/29/2024 383.50 128492 4861 CORE & MAIN LP 05/29/2024 667.95 128493 4010 MARILYN DIRKSWAGER 05/29/2024 185.00 128494 4969 DEAN DOWNS 05/29/2024 500.00 128495 6168 EAST SIDE GLASS 05/29/2024 4,403.38 128496 5970 DAVID ERICKSON 05/29/2024 850.00 AP Checks by Date - Summary by Check Date (5/22/2024 3:40 PM) Page 1 Check No Vendor No Vendor Name Check Date Check Amount 128497 2561 FERGUSON WATERWORKS 05/29/2024 11,280.64 128498 1179 FIRE SAFETY USA INC 05/29/2024 1,031.25 128499 2075 FLAHERTY AND HOOD PA 05/29/2024 12,515.00 128500 1205 GRAINGER INC 05/29/2024 160.96 128501 1641 H & L MESABI COMPANY 05/29/2024 1,920.00 128502 1232 HILLYARD INC MINNEAPOLIS 05/29/2024 639.07 128503 6375 THE HOME CITY ICE COMPANY 05/29/2024 1,200.66 128504 3356 INDIAN ISLAND WINERY 05/29/2024 439.20 128505 1263 JOHNSON BROTHERS LIQUOR CO. 05/29/2024 27,217.02 128506 6286 JOHN PAUL KERNS 05/29/2024 200.00 128507 6397 TAYLOR & ABBY MCCLISH 05/29/2024 400.00 128508 6395 ANDREW MCCLURE 05/29/2024 200.00 128509 1327 MIDSTATES EQUIPMENT & SUPPLY 05/29/2024 27,100.00 128510 5719 MIDWEST SOUND AND STAGE INC 05/29/2024 1,000.00 128511 1913 NEW FRANCE WINE 05/29/2024 117.00 128512 1687 NORTHLAND SECURITIES INC 05/29/2024 1,250.00 128513 4472 NOVAK FLECK INC 05/29/2024 2,000.00 128514 6399 OCELLO LLC 05/29/2024 15,555.00 128515 1412 OMANN BROTHERS INC 05/29/2024 4,894.59 128516 1427 PHILLIPS WINE & SPIRITS CO 05/29/2024 18,667.65 128517 4564 POLE PAINTING PLUS 05/29/2024 900.00 128518 3574 PREFERRED TITLE INC 05/29/2024 5,000.00 128519 5713 R.D.OFFUTT COMPANY 05/29/2024 589.11 128520 6400 RAIN-FLO IRRIGATION LLC 05/29/2024 16,965.01 128521 5951 RUFFRIDGE JOHNSON EQUIPMENT 0 05/29/2024 192.99 128522 5386 MARLA SCHERBER 05/29/2024 39.43 128523 6013 JAMES W SORENSON 05/29/2024 1,000.00 128524 3309 SOUTHERN GLAZER'S WINE AND SPII 05/29/2024 5,441.10 128525 2412 TEE JAY NORTH INC 05/29/2024 313.00 128526 4656 TRUE FABRICATIONS, INC. 05/29/2024 462.02 128527 3783 ULINE 05/29/2024 496.19 128528 1544 US POSTAL SERVICE 05/29/2024 2,160.57 128529 6398 VILLAS OF AUTUMN RIDGE HOME O` 05/29/2024 2,500.00 128530 6396 VILLAS OF KLEIN FARM ASSOCIATIO 05/29/2024 5,500.00 128531 1573 WINE MERCHANTS INC 05/29/2024 563.16 128532 1580 WRIGHT COUNTY JOURNAL PRESS 05/29/2024 1,166.00 128533 1679 ZEP SALES AND SERVICE 05/29/2024 632.60 Total for 5/29/2024: 685,446.85 Report Total (84 checks): 685,446.85 The preceding list of bills payable was reviewed and approved for payment. Date: 5/28/24 Approved by: Mayor Lloyd Hilgart AP Checks by Date - Summary by Check Date (5/22/2024 3:40 PM) Page 2 City Council Agenda: 5/28/2024 2B. Consideration of approving new hires and departures for Citv departments Prepared by: Human Resources Manager Reviewed by: N/A ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to approve new hires and departures for city departments. REFERENCE AND BACKGROUND The Council is asked to ratify the attached list of new hires and departures for the City. This listing includes full-time, part-time, seasonal, and temporary employees. The listing may also include status changes and promotions. I. Budget Impact: Positions are generally included in the budget. II. Staff Workload Impact: If new position, there may be some training involved. If terminated position, existing staff will cover hours as needed, until replacement. III. Comprehensive Plan Impact: N/A STAFF RECOMMENDED ACTION City staff recommends approval of new hires and departures as identified on the attached list. SUPPORTING DATA • List of new hires and terminated employees. Name Jordyn Hallberg Brooke Dropps Dan Elstad Christopher Rucker Wesley Sommerfeld Amy Biren Ethan Bad Heart Bull Alayna Leiran Name NEW EMPLOYEES Title Department Hire Date Class Lifeguard MCC 5/14/2024 PT Supervised Play Attendant MCC 5/14/2024 PT Seasonal Parks Worker Parks 5/28/2024 Seasonal Street Maintenance Operator Streets 6/3/2024 FT Fitness Instructor MCC 6/5/2024 PT Building Permit Tech Building 6/6/2024 FT Lifeguard MCC 6/10/2024 PT Lifeguard MCC 6/10/2024 PT TERMINATING EMPLOYEES Reason Department Effective Date Class New Hire and Terms City Council 2024: 5/22/2024 City Council Agenda: 5/28/2024 2C. Consideration of approving the sale or disposal of surplus Citv property Prepared by: Meeting Date: ® Consent Agenda Item N/A 5/28/2024 ❑ Regular Agenda Item Reviewed by: Approved by: N/A N/A There is no report this City Council Cycle. City Council Agenda: 5/28/2024 2D. Consideration of approving application for temporary liquor license for the Central Minnesota Jobs and Training Services, Inc. for an open house to be held on October 9, 2024, at 406 East 7th Street Prepared by: City Clerk Reviewed by: N/A ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to approve temporary liquor license for the Central Minnesota Jobs and Training Services, Inc. for an event to be held on October 9, 2024, contingent on receipt of liquor liability insurance. REFERENCE AND BACKGROUND Central Minnesota Jobs and Training Services, Inc. is hosting an open house on October 9, 2024, at their building located at 406 E. 71" St., and are requesting approval of a temporary liquor license for this event. Central Minnesota Jobs and Training Services, operating as a nonprofit organization, is authorized under MN State Statute 340A.403 to apply for and receive a temporary liquor license. City Council is required to approve temporary liquor license applications prior to submitting them to the State Alcohol and Gambling Division for approval. Budget Impact: N/A II. Staff Workload Impact: Minimal administrative time. III. Comprehensive Plan Impact: N/A STAFF RECOMMENDED ACTION City staff recommend approval of the temporary liquor license contingent on receipt of Certificate of Liability insurance. SUPPORTING DATA • Application MINNESOTA DEPARTMENT OF PUBLIC SAFETY Minnesota Department of Public Safety Alcohol and Gambling Enforcement Division 445 Minnesota Street, Suite 222, St. Paul, MN 55101 651-201-7500 Fax 651-297-5259 TTY 651-282-6555 APPLICATION AND PERMIT FOR A 1 DAY TO 4 DAY TEMPORARY ON -SALE LIQUOR LICENSE Name of organization Central Minnesota Jobs and Training Services, Inc. Add ress 1406 E 7th Street, Suite 100 Name of person making application (Lori Kampa Date(s) of event (October 9, 2024 Organization officer's name Dina Wuornos Organization officer's name Organization officer's name Organization officer's name Location where permit will be used. If an outdoor area, describe. 406 East 7th Street, Monticello, MN 55362 Open House October 9, 2024; 6:00-8:00 pm to be held inside Date organized Tax exempt number I iJan 1, 1984 1141-1484048 City State Zip Code `Monticello I IMinnesota 155362 Business phone Home phone J 1763-496-5436 Type of organization Club Charitable ❑ Religious x❑ Other non-profit City State Zip Code (Monticello IMinnesota 155362 City State Zip Code IIMinnesota City State Zip Code II IMinnesota I City State Zip Code IMinnesota If the applicant will contract for intoxicating liquor service give the name and address of the liquor license providing the service. NA If the applicant will carry liquor liability insurance please provide the carrier's name and amount of coverage. APPROVAL APPLICATION MUST BE APPROVED BY CITY OR COUNTY BEFORE SUBMITTING TO ALCOHOL AND GAMBLING ENFORCEMENT City or County approving the license Fee Amount Date Fee Paid Date Approved Permit Date City or County E-mail Address City or County Phone Number Signature City Clerk or County Official Approved Director Alcohol and Gambling Enforcement CLERKS NOTICE: Submit this form to Alcohol and Gambling Enforcement Division 30 days prior to event. ONE SUBMISSION PER EMAIL, APPLICATION ONLY. PLEASE PROVIDE A VALID E-MAIL ADDRESS FOR THE CITY/COUNTY AS ALL TEMPORARY PERMIT APPROVALS WILL BE SENT BACK VIA EMAIL. E-MAIL THE APPLICATION SIGNED BY CITY/COUNTY TO AGE.TEMPORARYAPPLICATIONPSTATE.MN.US City Council Agenda: 5/28/2024 2E. Consideration of approving application for 2-day temporary liquor license for the Monticello Lions for the Riverfest festival on July 13 & 14, 2024 Prepared by: Meeting Date: ® Consent Agenda Item City Clerk Reviewed by: N/A ACTION REQUESTED 5/28/2024 Approved by: City Administrator ❑ Regular Agenda Item Motion to approve a 2-day temporary liquor license for the Monticello Lions for Riverfest. REFERENCE AND BACKGROUND The Monticello Lions Club is requesting approval of a 2-day temporary liquor license for Riverfest events being held on July 13 and 14, 2024. On July 13, the license covers events being held in Ellison Park and in the Monticello Community Center (MCC) parking lot. On July 14, the license covers an event being held in the MCC parking lot. City Council is required to approve temporary liquor license applications prior to submitting them to the State Alcohol and Gambling Division for approval. STAFF RECOMMENDED ACTION City staff recommend approval of the two-day temporary liquor licenses for the Monticello Lions for Riverfest. SUPPORTING DATA • Application MINNESOTA DEPARTMENT OF PUBLIC SAFETY Alcohol & Gambling Enforcement:: Name of organization Monticello Lions Organization Address (No PO Boxes) PO Box 673 Name of person making application Scott Maus Date(s) of event IJuly 13 & 14,2024 Organization officer's name Mike Jones Organization officer's name Glen Nemic Organization officer's name Scott Maus Minnesota Department of Public Safety Alcohol and Gambling Enforcement Division 445 Minnesota Street, Suite 1600, St. Paul, MN 55101 651-201-7507 TTY 651-282-6555 APPLICATION AND PERMIT FOR A 1 DAY TO 4 DAY TEMPORARY ON -SALE LIQUOR LICENSE Location where permit will be used. If an outdoor area, describe. Date of organization Tax exempt number 11-1-1974 151-0156243 City State Zip Code Monticello Minnesota 155362 Business phone Home phone 1612-280-0028 1 Type of organization ❑ Microdistillery ❑ Small Brewer X❑ Club ❑ Charitable ❑ Religious 0 Other non-profit City State Zip Code Monticello Minnesota 1155362 City State Zip Code (Big Lake (Minnesota 155309 City State Zip Code Monticello Minnesota 155362 Ellison Park - 913 East River Street, Monticello - July 13, 2024 MCC Parking Lot - 303 6th St. - July 13 & 14, 2024 If the applicant will contract for intoxicating liquor service give the name and address of the liquor license providing the service. If the applicant will carry liquor liability insurance please provide the carrier's name and amount of coverage. Monticello APPROVAL APPLICATION MUST BE APPROVED BY CITY OR COUNTY BEFORE SUBMITTING TO ALCOHOL AND GAMBLING ENFORCEMENT City or County approving the license Fee Amount Event in conjunction with a community festival F Yes ❑ No 14,564 Current population of city July 13 & 14, 2024 Date Approved Permit Date jennifer.schreiber@ci.monticello.mn.us City or County E-mail Address u Please Print Name of City Clerk or County Official Signature City Clerk or County Official CLERKS NOTICE: Submit this form to Alcohol and Gambling Enforcement Division 30 days prior to event No Temp Applications faxed or mailed. Only emailed. ONE SUBMISSION PER EMAIL, APPLICATION ONLY. PLEASE PROVIDE A VALID E-MAIL ADDRESS FOR THE CITY/COUNTY AS ALL TEMPORARY PERMIT APPROVALS WILL BE SENT BACK VIA EMAIL. E-MAIL THEAPPLICATION SIGNED BY CITY/COUNTY TO AGE. TEMPORARYAPPLICA TION(@STA TE.MN. US City Council Agenda: 5/28/2024 2F. Consideration of not waiving monetary limits on municipal tort liability established by Minnesota Statutes Prepared by: Finance Director Reviewed by: N/A ACTION REQUESTED Meeting Date: 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to approve not waiving monetary limits on municipal tort liability established by Minnesota Statutes. REFERENCE AND BACKGROUND The City's property and liability insurance coverages with the League of Minnesota Cities Insurance Trust (LMCIT) are renewable in July of each year. As part of the renewal, the City must decide whether to waive or not waive the statutory limits. There is no right or wrong answer, and it is a discretionary decision each governing body must make. Currently, statutory municipal tort liability is limited to a maximum of $500,000 on any claim per individual and $1,500,000 from all claimants for one incident. If the City chooses to waive the tort limits, per individual claims and per occurrence claims would be limited to $2,000,000. I. Budget Impact: None. II. Staff Impact: None. III. Comprehensive Plan Impact: N/A STAFF RECOMMENDED ACTION City staff recommends not waiving monetary limits on municipal tort liability established by Minnesota Statutes. SUPPORTING DATA • Copy of 2024 Liability Coverage Waiver Form LMC0 LEAGUE MINNESOTA CITIES LIABILITY COVERAGE WAIVER FORM Members who obtain liability coverage through the League of Minnesota Cities Insurance Trust (LMCIT) must complete and return this form to LMCIT before their effective date of coverage. Email completed form to vour citv's underwriter, to vstech(&Jmc.oru, or fax to 651.281.1298. Members who obtain liability coverage from LMCIT must decide whether to waive the statutory tort liability limits to the extent of the coverage purchased. The decision to waive or not waive the statutory tort limits must be made annually by the member's governing body, in consultation with its attorney if necessary. The decision has the following effects: • If the member does not waive the statutory tort limits, an individual claimant could recover no more than $500,000 on any claim to which the statutory tort limits apply. The total all claimants could recover for a single occurrence to which the statutory tort limits apply would be limited to $1,500,000. These statutory tort limits would apply regardless of whether the member purchases the optional LMCIT excess liability coverage. If the member waives the statutory tort limits and does not purchase excess liability coverage, a single claimant could recover up to $2,000,000 for a single occurrence (under the waive option, the tort cap liability limits are only waived to the extent of the member's liability coverage limits, and the LMCIT per occurrence limit is $2,000,000). The total all claimants could recover for a single occurrence to which the statutory tort limits apply would also be limited to $2,000,000, regardless of the number of claimants. • If the member waives the statutory tort limits and purchases excess liability coverage, a single claimant could potentially recover an amount up to the limit of the coverage purchased. The total all claimants could recover for a single occurrence to which the statutory tort limits apply would also be limited to the amount of coverage purchased, regardless of the number of claimants. Claims to which the statutory municipal tort limits do not apply are not affected by this decision. LMCIT Member Name: City of Monticello, Minnesota Check one: 8 The member DOES NOT WAIVE the monetary limits on municipal tort liability established by Minn. Stat. § 466.04. ❑ The member WAIVES the monetary limits on municipal tort liability established by Minn. Stat. & 466.04, to the extent of the limits of the liability coverage obtained from LMCIT. Date of member's governing body meeting: May 28, 2024 Signature: Position: Finance Director League of Minnesota Cities 3/2/2023 Liability Coverage Waiver Form Page 1 City Council Agenda: 5/28/2024 2G. Consideration of authorizing a lease agreement with Civil Engineering Site Design, LLC for 1,140 square feet of the former DMV Office Building located at 119 Third Street East Prepared by: Economic Development Manager Reviewed by: Community Development Director, Community & Economic Development Coordinator, Finance Director, City Engineer -Public Works Director ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to authorize a Lease Agreement with Civil Engineering Site Desing, LLC for 1,140 square feet of the former DMV office building located at 119 Third Street East. REFERENCE AND BACKGROUND The proposed lease agreement is for 1,140 square feet of the former DMV office, located at 119 Third Street East, to Civil Engineering Site Design, LLC (CESD). The agreement is a required term of the EDA's Purchase Agreement (Section 9.c) for CESD's property at 118 Broadway East, in Block 34. CESD required the lease at this location to have confidence in a future business location after vacating its current building. The term of the lease runs from the occupancy date through June 30, 2034. The occupancy date will be based on the date required for City/EDA use of CESD's existing site, which is not likely to occur until late 2024 or perhaps later. While the City's facilities maintenance staff is housed at the former DMV office, the function/staff of the department can relocate to another building or City owned facility in the future. A summary of the elements of this complex property transaction involving CESD, the EDA and the City, is shown below as three distinct components: 1. EDA acquires the .09-acre 118 Broadway East parcel from CESD (Seller) for $665,000. The EDA authorized the purchase agreement at its meeting on May 22, 2024. The anticipated closing date is June 25, 2024. No relocation payments are due to CESD under the Uniform Relocation Assistance Act. 2. Upon the transaction closing, the EDA enters into a Property Management and Lease Agreement with CESD for its existing site at 118 East Broadway for a term through June City Council Agenda: 5/28/2024 30, 2025, renewable in 12-month increments, with a termination notice of 150 days. Terms of the EDA Lease include no rent, with the tenant covering operating charges (all utilities) and property taxes. 3. Upon commencement of a future redevelopment project in Block 34, CESD will vacate the 118 Broadway East building, terminate its Lease with the EDA, and then activate its City Lease and relocate into the former DMV office space owned by the City. The proposed Lease Agreement for 119 Third Street East is attached to the staff report as an exhibit. Terms of the City Lease Agreement with CESD are summarized below: • Rental Term: Through midnight June 30, 2034; this is approximately 10 years from the projected EDA purchase (118 Broadway East) closing date of June 25, 2024. In reality, CESD may ultimately occupy the DMV space for 9.5 years or possibly less time depending on CESD's vacate date from the 118 Broadway East property • Rental Rate: No rent charges to Tenant • Operating Costs (public and private utilities): Paid by Tenant • Property Taxes (pro -rated for leased space): Paid by Tenant • Escrow Required: Yes, to cover payment of the final utility bills • Sublease: No Sublease allowed without prior approval of the City Council • Lease Default: Non -Occupancy of the facility for a period of 90 days constitutes abandonment (Lease Default) and termination • Major Structural Repairs (over $1,000): At the discretion of the Landlord (City) • Damage caused by Tenant Activities: Repair costs are the responsibility of the Tenant • Other: Early termination due to Redevelopment opportunity, the City must provide a suitable mutually agreeable alternative site similar to the DMV space for CESD with same terms as the proposed Lease. The 118 Broadway East property is located on the north side of Block 34 in downtown Monticello. Acquisition of the property is an opportunity and an important goal in the EDA's Workplan (2022-2024). By purchasing the CESD property, the EDA can consolidate its landholdings in Block 34. The EDA already owns property on both sides of 118 Broadway East and acquiring this property will allow the EDA to begin to explore potential redevelopment concepts for this visible area of downtown Monticello. The City and EDA combined currently own approximately 82 percent or 1.94 acres of the entire 2.36-acre +/- Block 34 land area. EDA acquisition of this property would increase the total publicly held land area to 86 percent of Block 34. City Council Agenda: 5/28/2024 Budget Impact: Approximately $2,600 for legal fees were incurred in the negotiations and preparation of the Lease Agreement. Because the tenant will pay taxes, insurance, and utilities, the only fiscal impact to the City is foregone rent payments; however, since there are currently no other interested tenants, rental revenue was not anticipated in the upcoming years. Eventually, the lease with CESD may result in property taxes being levied against a portion of the building. As per the lease terms, the tenant is responsible for paying the pro-rata share of the property taxes levied against the property throughout the occupancy term. II. Staff Workload Impact: Staff involved in the Lease negotiations and discussions included the City Administrator, Community Development Director, Finance Director, and the Economic Development Manager. Consultant staff involved in tasks related to the proposed lease include the city attorney. No additional staff are needed to complete the work tasks related to the lease Agreement consideration. III. Comprehensive Plan Impact: The Lease Agreement consideration for the former DMV office space arises due to a unique term that CESD insisted on as the EDA negotiated to acquire its property located in Block 34. The EDA's purchase of this property is in alignment with the City of Monticello 2040 Vision + Plan goals: Chapter 5. Economic Development. Language cited in this chapter includes "Goal 3: Downtown Vitality - "A vibrant and thriving Downtown that contributes to the City's economic development and housing objectives," and "Goal 4: Redevelopment and Reinvestment - "Redevelopment of vacant and underutilized parcel consistent with meeting the City's economic development, land use, and community development design objectives." The acquisition is further supported by the Downtown Small Area Plan (Exhibit 1) and its identification of Block 34 as a redevelopment opportunity area. Comprehensive Plan excerpts are attached as Exhibit J. The Planning Commission reviewed the proposed property acquisition for conformity with the Comprehensive Plan on February 6, 2024, and found that the purchase conforms to the Comprehensive Plan. STAFF RECOMMENDATION City staff recommend authorizing the Lease Agreement for 1,140 square feet of the former DMV building office space located at 119 East Third Street. The proposed Lease with CESD is a key component of the EDA's purchase agreement for the commercial property owned by CESD located at 118 Broadway East in Block 34. The opportunity to consolidate land and add to the City and EDA publicly held land ownership in Block 34 is supported by the EDA's adopted goals for the Downtown. In addition, moving forward with the purchase of the property is also consistent with the City of Monticello 2040 Vision + Plan's goals of revitalizing the downtown area and creating a vibrant and dynamic local economy. City Council Agenda: 5/28/2024 SUPPORTING DATA A. Lease Agreement — Former DMV Office Space - 119 Third Street East B. Escrow Agreement C. Purchase Agreement (EDA PA with CESD) D. Aerial Photo -WC Beacon Report and Site sketch E. Illustration - Block 34 public (EDA and City) ownership F. Planning Commission Staff Report & Resolution G. Monticello 2040 Vision + Plan, Excerpts H. Monticello Downtown Small Area Plan, Excerpts LEASE AGREEMENT THIS LEASE AGREEMENT ("Agreement") is entered into and made as of the day of , 2024, and is by and between the CITY OF MONTICELLO, a Minnesota municipal corporation ("Landlord" or "City"), and CIVIL ENGINEERING SITE DESIGN, LLC, a Minnesota limited liability company ("Tenant"). The parties mutually agree as follows: 1. LEASED PREMISES; ALTERNATIVE PARKING. (a) Leased Premises. Subject to the terms and conditions of this Agreement, Landlord leases to Tenant and Tenant rents from Landlord, the that part of a commercial building (the "Building") that is located on the property at 119 East 3rd Street in the City of Monticello, Minnesota (the "City"), which consists of three parcels that are identified on Exhibit A (collectively, the "Property"). Tenant is leasing approximately 1,140 square feet, which includes a lunchroom/breakroom with a small sink and cupboards; a bathroom; and a storage closet (collectively, the "Leased Premises"). The Leased Premises is depicted on Exhibit B. As part of the Leased Premises, Tenant shall also have use of up to seven parking spaces located on the north side of the Building that includes the Leased Premises (the "North Parking Spaces"). (b) Alternative Parking Spaces. In the event that the North Parking Spaces are occasionally unavailable due to City work on the parking lot, the nearby City well, or other City work that might interfere with Tenant's use of the North Parking Spaces, Tenant shall have temporary use of seven parking spaces on the west side of the Building (the "West Parking Spaces"). The Leased Premises does not include the West Parking Spaces, and Tenant shall not use the North Parking Spaces and the West Parking Spaces simultaneously. The North Parking Spaces and the West Parking Spaces are depicted on Exhibit B. Landlord shall notify Tenant two (2) business days prior to any occasion that the North Parking Spaces will be unavailable for Tenant's use. 2. TERM AND OCCUPANCY. (a) Term. The term of this Agreement (the "Term") shall start on the date on which Tenant takes possession of the Leased Premises (the "Commencement Date"), and ending midnight on June 30, 2034 (the "Expiration Date"), unless this Agreement shall be earlier terminated or extended as provided in this Agreement. (b) Occupancv. Until the Commencement Date, Landlord is permitted to continue to occupy the Leased Premises for City purposes. 3. RENT. No rent shall be payable by Tenant to Landlord, provided that Tenant shall pay the amounts described in Section 3(a) of this Agreement, with respect to the Leased Premises, all of which are hereinafter collectively referred to as the "Charges," and the obligation of the Tenant to pay said Charges beginning on the Commencement Date through the Expiration Date or the earlier or extended termination, shall survive the termination of this Agreement. 1 229794v12 2 (a) Charges. Except as set forth in this Agreement, and starting on the Commencement Date, Tenant shall be solely responsible for paying the operating costs of the Leased Premises under the terms of this Agreement (as further described in this Agreement) including, but not limited to, Operating Charges described in Section 4(b) of this Agreement; Utility Charges described in Section 5(a) of this Agreement; Taxes subject to the terms and conditions of Section 6 of this Agreement; Insurance subject to the terms and conditions of Sections 12 and 13 of this Agreement; and any other direct out-of-pocket costs and expenses of routine maintenance, repair, and care of the Leased Premises attributable to the activities of Tenant. The parties agree that Tenant shall undertake the maintenance, operations, and repair of the Leased Premises during the Term and shall pay directly, when possible, all costs and fees incurred with respect to such maintenance, operation, and repair. (b) Service Charge. Tenant's failure to make any monetary payment required of Tenant by this Agreement within twenty-one (21) days of its due date shall result in the imposition of a service charge for such late payment in the amount of Seventy-five and No/100 Dollars ($75.00). In addition, any sum not paid within thirty (30) days of its due date shall bear interest at a rate equal to the lesser of ten percent (10%) or the maximum amount permitted by law from the date due until paid. (c) Damage Deposit. Upon execution of this Agreement, Tenant shall deposit with Landlord $1,500 to be held by Landlord for the purpose of covering the cost of any damage or excessive wear and tear to the Leased Premises caused by Tenant (the "Damage Deposit"). Landlord shall return the Damage Deposit to Tenant upon confirmation that only normal wear and tear has occurred on or before the Expiration Date or earlier termination as provided in this Agreement. The Damage Deposit shall be in addition to all other Charges. (d) Business Subsidy. Tenant acknowledges that after approximately thirty-six (36) months into the Term of this Agreement, the continued tenancy at a rate of zero rent may qualify as a "business subsidy" within the meaning of Minnesota Statutes, Sections 1161993 to 116J.995 (the "Business Subsidy Act") and may require a public hearing and/or a business subsidy agreement, all pursuant to the Business Subsidy Act. 4. OPERATING CHARGES. (a) Beginning on the Commencement Date, Tenant shall pay to Landlord, as a portion of the Charges, the Operating Charges defined in this section. Within fifteen (15) days after the first day of each month during the Term of this Agreement, Landlord shall notify Tenant of the actual Operating Charges incurred during the immediately preceding month, and shall provide Tenant a statement thereof in reasonable detail. Tenant shall pay to Landlord the actual amount of the Operating Charges as shown on such statement by the stated due date, or shall provide to Landlord, in writing, any objection to the statement of Operating Charges and the reason for such objection. Thereupon, Landlord shall promptly provide such additional documentation of Operating Charges due and payable by Tenant as Tenant may reasonably request. Tenant's obligation to pay Operating Charges through the Termination Date shall survive the termination of this Agreement. Operating Charges are actual and direct out-of-pocket expenses incurred by Landlord as described in Section 2 229794v12 4(b) of this Agreement. (b) "Operating Charges" as used in this Agreement shall mean all direct sums expended or obligations incurred by Landlord and not already handled and paid for by Tenant directly with respect to the Leased Premises, whether or not now foreseen, determined on an accrual basis (including reasonably foreseeable expenditures not occurring annually), including, but not limited to, the actual costs of third parry contractors and/or other third parry entities providing services; inspection fees; and reasonable legal fees incurred in enforcement of the maintenance and operation of the Leased Premises; materials and supplies, which materials and supplies were used in or charges were incurred in maintenance and operation of the Leased Premises; replacements respecting the Leased Premises, including costs of materials, supplies, tools and equipment used in connection therewith, which are necessary as a result of Tenant's use. Operating Charges expressly excludes (1) any premiums paid by Landlord for premises liability or property insurance coverage; and (2) the repair or replacement of structural components of the Leased Premises in an amount over $1,000, subject to the provisions of Section 11 of this Agreement. 5. UTILITIES AND SERVICES. (a) Utilitv Charles. Beginning on the Commencement Date, Tenant shall be solely and exclusively responsible for the actual cost of the following utilities and any other Building services necessary for the Leased Premises as may be required by law or directed by governmental authority ("Utility Charges"). Wherever possible, Tenant shall establish billing accounts in Tenant's own name in order for Utility Charges to be paid by Tenant directly to the applicable service provider. Where Utility Charges are not paid directly to the provider, the Utility Charges shall be prorated to 27.8% of the property, which is the Leased Premises portion of the Building. i. Cost of all heating, ventilation, and air conditioning of the Leased Premises including electrical and gas; ii. Cost of all electricity for lighting and operating business machines and other equipment in the Leased Premises; iii. Cost of all water and sewer per monthly billing statements sent directly to Tenant by the City; iv. Cost of internet or other telecommunications services; V. Cost of security system, if applicable; vi. Costs of refuse and recycling services; vii. Cost of all replacement of all lamps, bulbs, starters, and ballasts used in the Leased Premises; viii. Cost of all cleaning of the Leased Premises. 229794v12 (b) Utility Escrow. Upon execution of this Agreement, Tenant shall deposit with Landlord $1,000 to be held by Landlord to ensure payment of final Utility Charges (the "Utility Escrow"). Upon confirmation that all Utility Charges are paid following the Expiration Date or earlier termination as provided in this Agreement, Landlord shall return the Utility Escrow to Tenant. The Utility Escrow shall be in addition to all other Charges. (c) Additional Services. If Tenant requests any other utilities or Building services in addition to those identified above, the cost thereof shall be borne by Tenant, who shall pay such costs of services directly to the applicable service provider. (d) Interruption of Services. Tenant understands, acknowledges and agrees that any one or more of the utilities or other Building services identified above may be interrupted by reason of accident, emergency or other causes beyond Landlord's control, or may be discontinued or diminished temporarily by Landlord or other persons until certain repairs, alterations or improvements can be made; that Landlord does not represent or warrant the uninterrupted availability of such utilities or Building services; and that any such interruption shall not be deemed an eviction or disturbance of Tenant's right to possession, occupancy and use of the Leased Premises or any part thereof, or render Landlord liable to Tenant in damages by abatement of rent or otherwise, or relieve Tenant from the obligation to perform its covenants under this Agreement. Notwithstanding the foregoing to the contrary, in the event Tenant is unable to occupy the Leased Premises due to an interruption of services, Tenant shall not be responsible for payment of those Utility Charges itemized at section 5(a) i, ii, iii and viii above that are attributable to the period of time Tenant was unable to occupy the Leased Premises. 6. TAXES. Charges payable by Tenant include Taxes, as follows: (a) "Taxes" shall mean all real estate taxes levied or assessed upon or with respect to the land or improvements comprising the Property as may be applicable to the Leased Premises, Tenant portion of real estate taxes to be calculated based on the taxable market value as established by Wright County and based on the prorated portion of the Leased Premises, in 2024 and for every year after through the term of this Agreement, prorated to the Commencement Date and Expiration Date of this Agreement; (b) In addition to all other Charges, Tenant shall either: (i) deposit first half tax payment to the Landlord by April 25 each year, and deposit second half tax payment by September 25 each year, or (ii) deposit with Landlord the full amount on or before April 25 each year; (c) Property tax statements shall be sent to Landlord. Landlord shall calculate Tenants portion of real estate taxes and notify Tenant of amount due within 10 days of receipt of property tax statement each year; and (d) Tenant's failure to pay taxes as set forth in this Section shall be a default of the Agreement, provided Landlord provides timely notice as set forth in Section 6(c) of this 229794v12 Agreement, Tenant delay to pay real estate taxes as a result of Landlord delay of timely notice is not to be considered a default of the Agreement. 7. LEASEHOLD IMPROVEMENTS. Notwithstanding any provision in Section 11 of this Agreement, Tenant shall not be authorized to make any leasehold improvements to the Leased Premises during the Term of this Agreement, unless approval of specific improvement is obtained in writing from Landlord. 8. USE OF THE LEASED PREMISES. (a) Specific Use / "As is" Basis. The Leased Premises shall be occupied and used exclusively for Tenant's business activities of civil engineering and site design for commercial, industrial and residential development projects and related services incidental thereto, and shall not be used for any other purpose, without written permission of the Landlord. Tenant hereby accepts the Leased Premises on an "as is" basis without any representations or warranties by Landlord as to its fitness for Tenant's business or use or for any other particular purpose except as expressly set forth herein. (b) Covenants Re2ardin2 Use. In connection with its use of the Leased Premises, Tenant agrees to do the following: (i) Tenant shall use the Leased Premises and conduct its business thereon in a safe, careful, reputable, and lawful manner; shall keep and maintain the Leased Premises in as good a condition as they were when Tenant first took possession thereof, ordinary wear and tear excepted, and subject to Section 11 of this Agreement, shall make all necessary repairs to the Leased Premises other than those which Landlord is obligated to make as provided elsewhere in this Agreement. (ii) Tenant shall not commit, nor allow to be committed, in, on or about the Leased Premises any act of waste, or use or permit to be used on the Leased Premises any hazardous substance, equipment or other thing which might cause injury to person or property or increase the danger of fire or other casualty in, on or about the Leased Premises; permit any objectionable or offensive noise or odors to be emitted from the Leased Premises; or do anything, or permit anything to be done, which would, in Landlord's reasonable opinion, disturb or tend to disturb the owners or tenants of any adjacent buildings. Tenant will be solely liable for and will defend, indemnify, and hold Landlord, its officials, employees, contractors, and agents harmless from and against any and all claims, costs, and liabilities, including reasonable attorneys' fees and costs, arising out of or in connection with Tenant's use, storage, handling, transportation, or disposal of hazardous substances on, at, or under the Leased Premises, including cleanup or restoration of the Leased Premises. (iii) Tenant shall not use the Leased Premises, nor allow the Leased Premises to be used, for any purpose or in any manner which would invalidate any policy of 229794v12 6 insurance now or hereafter carried on the Leased Premises or directly increase the rate of premiums payable on any such insurance policy by ten (10) percent or more. Should Tenant fail to comply with this covenant, Landlord may, at its option, require Tenant to stop engaging in such activity or to reimburse Landlord for any increase in premiums charged during the term of this Agreement on the insurance carried by Landlord on the Leased Premises and attributable to the use being made of the Leased Premises by Tenant. (c) Compliance with Laws. Tenant shall not use or permit the use of any part of the Leased Premises for any purpose prohibited by law. 9. ASSIGNMENT AND SUBLETTING. Tenant shall be the sole tenant of the Leased Premises. Tenant may not assign or otherwise transfer its interest in this Agreement or sublet the Leased Premises or any part thereof without Landlord's written consent, at Landlord's sole discretion. Landlord consent to an assignment or transfer to a business entity or person affiliated with Tenant by common ownership of any one or more of the Tenant's owners or officers or related to Tenant shall not be unreasonably withheld. Any sublease of the Leased Premises must be consistent with Tenant's use of the Leased Premises. 10. SIGNS. Tenant shall not inscribe, paint, affix or display any new or additional signs, advertisements, or notices on the Leased Premises or in the Leased Premises and visible from outside the Leased Premises, except for such signage, advertisements or notices as Landlord at Landlord's discretion specifically permits by written consent. All signs shall comply with all ordinances, rules, and regulations of the Landlord. 11. REPAIRS, MAINTENANCE, ALTERATIONS, IMPROVEMENTS AND FIXTURES. (a) Landlord shall at its own expense keep in good order, safe condition and repair the structural parts of the Building, including maintenance of exterior walls, windows/glass, exterior doors, roof, and foundation, in which the leased premises are located, except where repairs to the structural parts are required due to the fault or negligence of the Tenant, its employees or invitees, in which case the Tenant shall be responsible. (b) Landlord shall, at its expense, make any necessary repairs to the Leased Premises and every part thereof, including the heating, air conditioning, electrical and plumbing equipment and facilities servicing the Leased Premises. Tenant shall, at its expense, make any necessary repairs which may be required by reason of negligence of Tenant, its agents, employees, customers or invitees, or the particular nature of Tenant's use of the Leased Premises, including the heating, air conditioning, electrical and plumbing equipment and facilities servicing the Leased Premises, ordinary wear and tear excepted. This Tenant obligation includes, but is not limited to replacement of lightbulbs, doorknobs, hinges, and furnace filter replacements. Except in the event of an emergency endangering life or property, Tenant shall notify the Landlord no less than thirty (30) days prior to undertaking any Tenant required repairs, replacement, or servicing to any walls, windows, roof, foundation, heating, air conditioning, electrical and plumbing equipment and facilities servicing the Leased Premises. 6 229794v12 7 (c) Tenant may install partitions to create office cubicles, and may paint the interior walls as needed. Tenant shall be responsible for repairing any damage to the Leased Premises caused by the installation or moving of Tenant's furniture, equipment, and personal property. (d) Except as otherwise provided herein, in the event that, at the request of Tenant, Landlord, at its option, performs any maintenance, repairs, or servicing of the Leased Premises, which is the obligation of Tenant hereunder, then Tenant shall pay Landlord directly therefor as Operating Charges. In the event there is any warranty in effect in connection with repairs or replacements made by Tenant and if Landlord is unwilling to pursue the warranty claim, then Tenant shall have the option to pursue the warranty claim in connection with the repair and/or replacement made by Tenant. (e) Landlord shall be responsible for the general maintenance of the walks, driveways, parking lots, and landscaped areas adjacent to the Building and the Leased Premises, including mowing. Landlord shall also be responsible for all general snow removal in these areas, except that Tenant shall be responsible, and Tenant's cost and expense, for the removal of snow from the sidewalk on the Property that extends from the Building door on the south side of the Building to the parking lot located on the west side of the Building. Except for the snow removal that is Tenant's responsibility, Landlord shall be responsible for all costs associated with the general maintenance of the Property. (f) Upon the Expiration Date or earlier or extended termination of this Agreement, Tenant shall surrender the Leased Premises to Landlord broom clean and in good condition and repair, normal wear and tear excepted. The parties shall meet to create a checklist of the condition of the Property to be approved by signature of both parties within three (3) business days of the Commencement Date, which will be recognized and referenced as the starting condition for purposes of the release of Tenant's Damage Deposit. (g) Tenant shall, at Tenant's expense, promptly repair all damage caused by the Tenant to the Leased Premises. For any repairs or replacements made by Tenant, such repairs or replacements shall be done with materials equal in quality and class to the original materials, under the supervision and subject to the approval of Landlord, and within any reasonable period of time specified by Landlord. If Tenant fails to do so, Landlord may, but need not make such repairs and replacements, and Tenant shall pay Landlord the cost thereof, including Landlord's Costs, forthwith upon being billed for same. As used in this Agreement, the term "Landlord's Costs" shall mean five percent (5%) of any costs or expenses paid by Landlord, in order to reimburse Landlord for all overhead, general conditions, fees and other costs and expenses arising from Landlord's actions or involvement. (h) Trade fixtures installed on the Leased Premises by Tenant, as set forth in Exhibit C (the "Trade Fixtures") shall be removed by Tenant on the Expiration Date or upon earlier termination of this Agreement. Tenant agrees that Tenant will bear the cost of such removal, and further that Tenant will repair at its own expense any and all damage to the Leased Premises resulting from the original installation of and subsequent removal of such Trade Fixtures. If Tenant fails so to remove any and all such Trade Fixtures from the Leased Premises on the Expiration Date 7 229794v12 or upon earlier termination of this Agreement, Landlord may have same removed and the Leased Premises repaired to their prior condition, all at Tenant's expense. (i) Landlord reserves the right to make, at any time or times, at its own expense, repairs, alterations, additions, and improvements, structural or otherwise, in or to the Leased Premises, and to perform any acts related to the safety, protection or preservation thereof, and during such operations to take into and through the Leased Premises all material and equipment required and to close or temporarily suspend operation of entrances, doors, corridors, or other facilities, provided that Landlord shall cause as little inconvenience or annoyance to Tenant as is reasonably necessary in the circumstances. Landlord may do any such work during ordinary business hours and Tenant shall pay Landlord the difference of any additional out-of-pocket charges incurred by Landlord as a result of conducting such work during other hours as requested by Tenant. 12. FIRE OR OTHER CASUALTY; CASUALTY INSURANCE. (a) Substantial Destruction of the Leased Premises. If the Leased Premises should be substantially destroyed (which, as used herein, means destruction or damage to at least sixty percent (60%) of the Leased Premises) by fire or other casualty, the Landlord will terminate this Agreement by giving written notice thereof to the Tenant within thirty (30) days of such casualty. In such event, the Charges shall be apportioned to and shall cease as of the date of such casualty. Landlord shall have no obligation to perform any repairs to the Leased Premises in the event of fire or other casualty. In the event of substantial destruction of the Leased Premises, Landlord shall provide mutually -agreed upon replacement office space for Tenant use for the balance of the Term. Such replacement space will be of equivalent size and features, with comparable lease rate and expenses, as specified in this Agreement, or as may be otherwise negotiated and mutually agreed to by both parties. (b) Property and Casualty Insurance. Without limiting Tenant's liability under this Agreement, Landlord shall procure and maintain a policy or policies of property and public liability insurance with minimum coverage amounts of at least $500,000 per occurrence, and $1,000,000 general aggregate, insuring against injury or death to persons and "all risk" hazard insurance for loss or damage to the Leased Premises; provided, however, that Landlord shall not be responsible for, and shall not be obligated to insure against, any loss or damage to personal property (including, but not limited to, any furniture, machinery, equipment, goods, or supplies) of Tenant or which Tenant may have on the Leased Premises or any additional improvements which Tenant may construct on the Leased Premises. If Tenant's operation or any alterations or improvements made by Tenant pursuant to the provisions of this Agreement directly result in an increase in the premiums charged of ten percent (10%) or more during the Term on the casualty insurance carried by Landlord on the Leased Premises, then the cost of such increase in insurance premiums shall be borne by Tenant as an Operating Charge. Tenant shall, at its expense during the term of this Agreement, keep in full force and effect a policy or policies of rental insurance with an insurance company licensed to do business in the State of Minnesota, covering its personal property, furniture, machinery, equipment, supplies, stored goods, or any additional improvements which Tenant may construct on the Leased Premises which coverage shall be no less than eighty percent (80%) of replacement value. Tenant 229794v12 9 shall furnish Landlord with a certificate evidencing that such coverages are in full force and effect. (c) Waiver of Subrogation. Landlord and Tenant hereby release each other and each other's employees, agents, customers, and invitees from any and all liability for any loss, damage or injury to property occurring in, on, or about or to the Leased Premises, improvements to the Leased Premises or personal property within the Leased Premises, by reason of fire or other casualty which are covered by applicable standard fire and extended coverage insurance policies. Because the provisions of this subsection will preclude the assignment of any claim mentioned herein by way of subrogation or otherwise to an insurance company or any other person, each party to this Agreement shall give to each insurance company which has issued to it one or more policies of fire and extended coverage insurance notice of the terms of the mutual releases contained in this subsection, and have such insurance policies properly endorsed, if necessary, to prevent the invalidation of insurance coverages by reason of the mutual releases contained in this subsection. 13. TENANT INSURANCE. Tenant shall obtain renters insurance and be responsible for negligence of Tenant. Landlord and its partners, shareholders, affiliates, officers, agents, servants, and employees shall not be liable for any damage to person, property, or business resulting from negligence of Tenant. Landlord shall obtain property insurance and be responsible for negligence of Landlord. Tenant and its partners, shareholders, affiliates, officers, agents, servants, and employees shall not be liable for any damage to person, property, or business resulting from negligence of Landlord. 14. LIENS. Tenant shall not cause or allow any mechanic's lien or other lien to be filed against the Leased Premises or against other property of Landlord (whether or not such lien is valid or enforceable as such). In the event any mechanic's lien shall at any time be filed against the Leased Premises by reason of work, labor, services, or materials performed or furnished to Tenant or to anyone holding the Leased Premises through or under Tenant, Tenant shall forthwith cause the same to be discharged of record. If Tenant shall fail to cause such lien forthwith to be discharged within sixty (60) days after being notified of the filing thereof, then, in addition to any other right or remedy of Landlord, Landlord may, but shall not be obligated to, discharge the same by paying the amount claimed to be due, or by bonding, and the amount so paid by Landlord and all costs and expenses, including reasonable attorneys' fees incurred by Landlord in procuring the discharge of such lien, shall be due and payable in full by Tenant to Landlord on demand. 15. RENTAL, PERSONAL PROPERTY, AND OTHER TAXES. Tenant shall pay before delinquency any and all sales, gross income, rental, business occupation, or other taxes, levied or imposed upon Tenant's business operation in the Leased Premises and any personal property or similar taxes levied or imposed upon Tenant's leasehold improvements or personal property located within the Leased Premises. In the event any such taxes are charged to the account of, or are levied or imposed upon the property of Landlord, Tenant shall reimburse Landlord for the same. 16. DEFAULTS AND REMEDIES. 9 229794v12 10 (a) Default by Tenant. The occurrence of any one or more of the following events shall be an event of default ("Event of Default") and breach of this Agreement by Tenant: (i) Tenant shall fail to pay any uncontested monthly installment of Charges set forth in this Agreement by the due date on the invoice after the same shall be due and payable. (ii) Tenant shall fail to perform or observe any term, condition, covenant or obligation required to be performed or observed by it under this Agreement for a period of thirty (30) days after notice thereof from Landlord; provided, however, that if the term, condition, covenant or obligation to be performed by Tenant is of such nature that the same cannot reasonably be performed within such thirty -day period, such default shall be deemed to have been cured if Tenant commences such performance within said thirty -day period and thereafter diligently undertakes to complete the same, but in any event completes cure within ninety (90) days after notices from Landlord. (iii) Tenant shall cease business operations, vacate, abandon, or fail to occupy, for a period of ninety (90) days, the Leased Premises or any substantial portion thereof; (iv) Tenant causes or permits a hazardous condition to exist on the Leased Premises and fails to cure such condition immediately after notice thereof from Landlord. (b) Remedies of Landlord. Upon the occurrence of any Event of Default set forth in this Agreement, Landlord shall have the following rights and remedies, in addition to those allowed by law, any one or more of which may be exercised without further notice to or demand upon Tenant: (i) Landlord may re-enter the Leased Premises and cure any Event of Default of Tenant, in which event Tenant shall reimburse Landlord for any costs and expenses which Landlord may incur to cure such Event of Default. (ii) Landlord may, in accordance with law, re-enter the Leased Premises and dispossess Tenant or any other occupants of the Leased Premises by summary proceedings, ejectment, or otherwise, and may remove their effects, without prejudice to any other remedy which Landlord may have for possession or arrearages in rent. Any such right of termination of Landlord contained herein shall continue during the Term of this Agreement. (c) Default by Landlord and Remedies of Tenant. Landlord shall not be deemed to be in default under this Agreement until Tenant has given Landlord written notice specifying the nature of the Event of Default and Landlord does not cure such Event of Default within thirty (30) days after receipt of such notice or within such reasonable time thereafter as may be necessary to 10 229794v12 11 cure such Event of Default where such default is of such a character as to reasonably require more than thirty (30) days to cure. Landlord failure to cure an Event of Default under this Agreement shall entitle Tenant to terminate the Agreement immediately, and pursue claims for any damages caused Tenant by Landlord's default hereunder, in addition to such other rights and remedies as may exist under applicable law. (d) Waiver of Covenants. Failure of Landlord to insist, in any one or more instances, upon strict performance of any term, covenant, condition, or option of this Agreement, or to exercise any option herein contained, shall not be construed as a waiver, or a relinquishment for the future, of such term, covenant, condition, or option, but the same shall continue and remain in full force and effect. The receipt by Landlord of Charges with knowledge of breach in any of the terms, covenants, conditions, or options, of any of this Agreement to be kept or performed by Tenant shall not be deemed a waiver of such breach, and Landlord, shall not be deemed to have waived any provision of this Agreement unless expressed in writing and signed by Landlord. (e) Attornev Fees. If Tenant defaults in the performance or observance of any of the terms, conditions, covenants, or obligations contained in this Agreement and Landlord placed the enforcement of all or any part of this Agreement, the collection of any Charges due or to become due or the recovery of possession of the Leased Premises in the hands of an attorney, or if Landlord incurs any fees or out-of-pocket costs in any litigation, negotiation or transaction in which Tenant causes Landlord (without Landlord's fault) to be involved or concerned, Tenant agrees to reimburse Landlord for the reasonable attorneys' fees and costs incurred thereby, whether or not suit is actually filed. This provision does not apply if Tenant default results from negligence of Landlord. 17. ACCESS TO THE LEASED PREMISES. Landlord, its employees, and agents of the Leased Premises shall have the right after reasonable notice and during regular business hours unless another entry time has been approved by Tenant to enter any part of the Leased Premises for the purposes of examining or inspecting the same and for making such repairs or alterations to the Leased Premises as Landlord may deem necessary or desirable. If representatives of Tenant shall not be present to open and permit such entry into the Leased Premises at any time when such entry is necessary or permitted hereunder, so long as notice has been given, Landlord and its employees and agents may enter the Leased Premises by means of a master key or otherwise. Landlord shall incur no liability to Tenant for such entry, nor shall such entry constitute an eviction of Tenant or a termination of this Agreement, nor entitle Tenant to any abatement of payments due and payable under this Agreement. 18. TERMINATION. (a) Termination. Either party may terminate this Agreement upon one hundred eighty (180) days' written notice for good cause shown, or as provided in Section 16 of this Agreement. If Landlord terminates this Agreement related to the commencement of a development project that includes or impacts the Property, Landlord shall provide mutually agreed -upon replacement office space for Tenant use for the balance of the Term. Such replacement office space will be of equivalent size and features, with comparable lease rate and expenses, as specified in this Agreement, or as may be otherwise negotiated and mutually agreed to by both parties. 11 229794v12 12 (b) No Relocation Benefits. Upon termination of this Agreement, and upon vacation and surrender of the Leased Premises as provided in this Agreement, Tenant shall not be eligible for any Relocation or other benefit under the URAA. In the event of an assignment or transfer of the rights and obligations of this Agreement to a business entity or person affiliated with Tenant by common ownership of any one or more of the Tenant's owners or officers or related to Tenant, the entity to which Tenant assigns or transfers Tenant's the rights and obligations of this Agreement likewise shall not be eligible for any Relocation of other benefit under the URAA. 19. SURRENDER OF LEASED PREMISES. Upon the Expiration Date or earlier termination of this Agreement unless modified per Section 20 of this Agreement, Tenant shall remove all personal property from the Leased Premises and surrender the Leased Premises to Landlord, together with all keys, access cards, alterations, improvements, and other property as provided elsewhere in this Agreement, in broom -clean condition and in good order, condition and repair, except for ordinary wear and tear and damage which Tenant is not obligated to repair. Tenant shall promptly repair any damage caused by any such removal and shall restore the Leased Premises to the condition existing prior to the installation of the items so removed. Any of Tenant's furniture or equipment not so removed shall be considered abandoned and may be retained by Landlord or be destroyed. 20. HOLDING OVER. (a) No holding over by Tenant is permitted after the Expiration Date or earlier termination of this Agreement unless the parties negotiate and execute a new lease mutually acceptable to Landlord and Tenant no later than thirty (30) days prior to the Expiration Date (the "New Lease"). (b) If Tenant remains in possession of the Leased Premises without the consent of Landlord after the Expiration Date or earlier termination of this Agreement, Tenant shall be deemed to hold the Leased Premises as a tenant from month to month, terminable on thirty (30) days' notice given by one party to the other and subject to all of the terms, conditions, covenants, and provisions of this Agreement (which shall be applicable during the holdover period), except that if such holdover period by Tenant extends beyond June 30, 2034, Tenant shall pay to Landlord costs as defined in the New Lease. 21. QUIET ENJOYMENT. Except as may be provided in this Agreement to the extent that it may be applicable, if and so long as Tenant performs or observes all of the terms, conditions, covenants, and obligations of this Agreement required to be performed or observed by it hereunder, Tenant shall at all times during the term hereof have the peaceable and quiet enjoyment, possession, occupancy and use of the Leased Premises without any interference from Landlord or any person or persons claiming the Leased Premises by, through, or under Landlord, subject to any mortgages, underlying leases, or other matters of record to which this Agreement is or may become subject. 22. NOTICE AND PLACE OF PAYMENT. (a) All payments required to be made by Tenant to Landlord shall be delivered or mailed to Tenant at the address set forth in Section 22(b) of this Agreement, or at any other address 12 229794v12 13 within the United States as Tenant may specify from time to time by written notice given to Landlord. (b) Any notice, demand, or request required or permitted to be given under this Agreement or by law shall be deemed to have been given if reduced to writing and mailed by Registered or Certified mail, postage prepaid, to the party who is to receive such notice, demand, or request at the address set forth below or at such other address as Landlord or Tenant may specify from time to time by written notice. When delivering such notice, demand, or request shall be deemed to have been given as of the date it was so delivered or mailed. Landlord: City of Monticello 505 Walnut Street Monticello, MN 55362 Attention: City Administrator Tenant: Civil Engineering Site Design, LLC P.O. Box 566 Monticello, MN 55362 Attn: Scott Dahlke 23. MISCELLANEOUS GENERAL PROVISIONS. (a) Memorandum of Agreement. If requested by either party, a Memorandum of Agreement, containing the information required by law concerning this Agreement shall be recorded in Wright County, Minnesota. (b) Applicable Law. This Agreement and all matters pertinent thereto shall be construed and enforced in accordance with the laws of the State of Minnesota. (c) Entire Agreement. This Agreement, including all Exhibits, constitutes the entire agreement between the parties to this Agreement and may not be modified except by an instrument in writing executed by the parties to this Agreement. (d) Binding Effect. This Agreement and the respective rights and obligations of the parties hereto shall inure to the benefit of and be binding upon the successors and assigns of the parties hereto as well as the parties themselves; provided, however, that Landlord, its successors and assigns shall be obligated to perform Landlord's covenants under this Agreement only during and in respect of their successive periods as Landlord during the term of this Agreement. (e) Severability. If any provision of this Agreement shall be held to be invalid, void, or unenforceable, the remaining provisions hereof shall not be effected or impaired, and such remaining provisions shall remain in full force and effect. (f) No Partnership. Landlord shall not, by virtue of the execution of this Agreement or the leasing of the Leased Premises to Tenant, become or be deemed a partner of Tenant in the conduct of Tenant's business on the Leased Premises or otherwise. 13 229794v12 14 (g) Limitation of Landlord's Personal Liability. Tenant specifically agrees to look solely to Landlord's interest in the Leased Premises for the recovery of any judgment against Landlord, it being agreed that Landlord shall never be personally liable for any such judgment. (h) Time of Essence. Time is of the essence of this Agreement and each of its provisions. (i) No Aizents or Brokers. Neither Landlord nor Tenant were represented by an agent, broker, or any other representative working on a commission basis. Accordingly, no fees or commissions will be paid by or to either party or any other entity as part of this Agreement. 0) Eminent Domain. If the whole or any part of the Leased Premises shall be taken by any public authority under the power of eminent domain, Tenant shall have no claim to, nor shall Tenant be entitled to, any portion of any award, for damages or otherwise. In the event only a portion of the Leased Premises is taken, this Agreement shall terminate as to the part taken, and the Charges shall be adjusted for the remainder of the Leased Premises so that Tenant shall be required to pay for the balance of the term that portion of the Charges which the value of the part of the Leased Premises remaining after condemnation bears to the value of the Leased Premises immediately prior to the date of condemnation. The Charges shall be apportioned as aforesaid by agreement between the parties or by legal proceedings, but pending such determination, Tenant shall pay at the time and in the manner above provided the Charges herein required to be paid by Tenant, without deduction, and upon such determination, Tenant shall be entitled to credit for any excess Charges paid. If, however, by reason of condemnation, Tenant determines, in Tenant's sole discretion, that it will be unable to conduct business at the Leased Premises, Tenant shall have the right to terminate this Agreement by proving Landlord with thirty (30) days written notice. Although all damages in the event of condemnation belong to Landlord whether awarded as compensation for diminution in value of the leasehold or to the fee of the Leased Premises, nothing herein shall be construed to prevent Tenant to claim and recover from the condemning authority such compensation as may be separately awarded or recoverable by Tenant in Tenant's own right for its leasehold interest. 24. INCORPORATION OF EXHIBITS. The exhibits that are attached to this Agreement are true and correct, and are incorporated into and made part of this Agreement. [Signature pages follow] 14 229794v12 15 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above. LANDLORD: CITY OF MONTICELLO Lloyd Hilgart, Mayor Rachel Leonard, City Administrator TENANT: CIVIL ENGINEERING SITE DESIGN, LLC Scott Dahlke, President 15 229794v12 UP Exhibit A Legal Description of Parcels within the Property Parcel improved with the Building and North Parking Spaces: Lots 4 & 5, Block 34, Original Plat Monticello PID:155010034040 Parcel improved with surface parking lot for West Parking Spaces: Lot 3, Block 34, Original Plat Monticello PID:155010034030 16 229794v12 17 Exhibit B Depiction of the Leased Premises, North Parking Spaces, and West Parking Spaces dk :: : 1 Cj ¢' �F�Gf BdLD�N35 low 3C (V r n `/0 155010f ` 17 229794v12 18 Exhibit C Trade Fixtures OFFICE FURNITURE AND CUBICLES AIR CONDITIONING SPLIT SYSTEM (if applicable) FIRE EXTINGUISHERS PROVIDED BY TENANT SECURITY SYSTEM PHONE SYSTEM 18 229794v12 19 UTILITY ESCROW AGREEMENT THIS UTILITY ESCROW AGREEMENT ("Escrow Agreement") is made this day of , 2024, by and between the CITY OF MONTICELLO, a Minnesota municipal corporation ("City"), and CIVIL ENGINEERING SITE DESIGN, LLC, a Minnesota limited liability company ("Tenant"). RECITALS A. The City is the fee owner of certain real property that is located on the property at 119 East Yd Street in the City of Monticello, Minnesota (the "Property"). B. The City and Tenant have entered into that certain Lease Agreement of even date with this Escrow Agreement, pursuant to which Tenant is leasing approximately 1,140 square feet of space within the Property, which is legally described as set forth in Exhibit A of that Lease Agreement. C. Pursuant to Section 5 of the Lease Agreement, Tenant is required to pay final Utility Charges, as that term is defined in the Lease Agreement, for the term of the Lease Agreement through June 30, 2034. D. Pursuant to Section S.B. of the Lease Agreement, Tenant is required to deposit with the City $1,000 to be held by the City to ensure payment of final Utility Charges at the termination of the Lease Agreement. NOW THEREFORE, the City and Tenant agree as follows: 1. DEPOSIT OF ESCROW FUNDS. At the time that Tenant takes possession of the Leased Premises, as that term is defined in the Lease Agreement, Tenant shall deposit $1,000.00 with the City to be placed in an escrow account for the purpose described in this Escrow Agreement. All accrued interest, if any, shall be paid to the City to reimburse the City for its cost in administering the escrow account. 2. PURPOSE OF ESCROW. The purpose of the escrow is to ensure that final Utility Charges will be paid upon termination of the Lease Agreement. 3. DISBURSEMENT FROM ESCROW ACCOUNT. If Tenant does not remit payment for the final Utility Charges that are due and owing through the date of the termination of the Lease Agreement, the City may draw from the escrow account for the sole purpose of paying the cost of the unpaid Utility Charges. If Tenant makes the payment for final Utility Charges, the City will not draw from the escrow account. 4. CLOSING ESCROW. If the City draws from the escrow account to make payment for the final Utility Charges, upon such draw and payment, the balance of the escrow account, less the draw amount and any accrued interest, the remaining balance of the escrow account will be returned to Tenant. If Tenant makes the payment for final Utility Charges, the full 1 230909v2 20 balance of the escrow account, less any accrued interest, will be returned to Tenant. The escrow account will be closed following return of the balance to Tenant. IN WITNESS WHEREOF, the City and Tenant have executed this Escrow Agreement as of the day and year first written above. CITY: CITY OF MONTICELLO Lloyd Hilgart, Mayor Rachel Leonard, City Administrator TENANT: CIVIL ENGINEERING SITE DESIGN, LLC Scott Dahlke, President 230909v2 21 PURCHASE AGREEMENT 118 East Broadway Street, Monticello, Minnesota This Purchase Agreement (this "Agreement") is made as of this day of May, 2024, by and between Civil Engineering Site Design, LLC, a Minnesota limited liability company ("Seller"), and the City of Monticello Economic Development Authority, a public body politic and corporate under the laws of the State of Minnesota ("Buyer"). 1. PROPERTY. Seller is the owner of the property located at 118 East Broadway Street in the City of Monticello, Minnesota (the "City"), which is legally described on the attached Exhibit A (the "Property"). 2. OFFER/ACCEPTANCE. In consideration of and subject to the terms and provisions of this Agreement, Buyer offers and agrees to purchase, and Seller agrees to sell and hereby grant to Buyer the exclusive right to purchase the Property and all improvements thereon, together with all appurtenances. All fixtures located on the Property on the date of this Agreement are included in the purchase of the Property, whether attached or detached, such as light fixtures, shades, rods, blinds, awnings, windows, storm doors, screens, plumbing fixtures, boilers, water heater, water softener, air conditioning equipment, built-in items, outside television antenna, fencing gates, and landscaping. Personal property is not included in the sale of the Property. 3. PURCHASE PRICE FOR PROPERTY AND TERMS. PURCHASE PRICE: The total purchase price for the Property, representing the fair market value of the Property is: Six Hundred Sixty -Five Thousand Dollars and NO/100 ($665,000.00) ("Purchase Price"). Seller hereby acknowledges that Buyer's consideration includes consideration for all relocation services and relocation benefits to which Seller may be entitled to by law. b. TERMS: EARNEST MONEY: Earnest money in the amount of Five Thousand and no/100 Dollars ($5,000) (the "Earnest Money") shall be deposited by Buyer into escrow with Land Title, Inc. ("Title") within five business days after this Agreement has been executed by both parties. The Earnest Money is refundable to the extent provided herein. 2. BALANCE DUE SELLER: Buyer agrees to pay the Purchase Price to the Seller by check or wire transfer on the Closing Date (defined hereafter) according to the terms of this Agreement. 3. DEED/MARKETABLE TITLE: Subject to performance by Buyer, Seller agrees to execute and deliver to Buyer a Warranty Deed conveying marketable fee simple title to the Property, free and clear of any mortgages, liens, or encumbrances other than matters created by or acceptable to Buyer, subject only to the following exceptions: MN325\51\924464.v8 22 i. Building and zoning laws, ordinances, state, and federal regulations; ii. Reservation of minerals or mineral rights to the State of Minnesota, if any; and iii. Public utility and drainage easements of record which will not interfere with Buyer's intended use of the Property. 4. DOCUMENTS TO BE DELIVERED AT CLOSING BY SELLER. In addition to the Warranty Deed required at paragraph 3.b.3. above, Seller shall deliver to Buyer at closing: a. A standard affidavit from Seller sufficient to remove any exception in Buyer's policy of title insurance for mechanics' and materialmens' liens and rights of parties in possession; b. A "bring -down" certificate, certifying that all of the warranties made by Seller in this Agreement remain true as of the Closing Date; C. FIRPTA Affidavit of Seller confirming that Seller is not a foreign person within the meaning of Section 1445 of the Internal Revenue Code; d. Well disclosure certification, if required, or, if there is no well on the Property, the Warranty Deed given pursuant to paragraph 3.b.3. above must include the following statement: "The Seller certifies that the Seller does not know of any wells on the described real property;" e. Any notices, certificates, and affidavits regarding any private sewage systems, underground storage tanks, and environmental conditions as may be required by state or federal statutes, rules, or regulations; and g. Any other documents reasonably required by Title or Buyer's attorney to evidence that title to the Property is marketable and that Seller has complied with the terms of this Agreement. 5. CONTINGENCIES. Buyer's obligation to purchase the Property is contingent upon the following: a. Approval of this Agreement by Buyer's governing body; b. Approval of the City Lease (as hereinafter defined) by the City Council of the City; C. Written findings by the Planning Commission of the City that the acquisition of the Property conforms to the City's Comprehensive Plan; d. Buyer conducting environmental, geotechnical, and building investigations on the 2 MN325\51\924464.v8 23 Property and receiving reports that are satisfactory to Buyer; and e. Buyer's determination of marketable title pursuant to paragraph 6 of this Agreement. Buyer shall have 120 days from the date of approval of this Agreement by the Buyer to remove or waive the foregoing contingencies (the "Due Diligence Period"). These contingencies are solely for the benefit of Buyer and may be waived by Buyer. If Buyer or its attorney gives written notice to Seller that all contingencies are duly satisfied or waived, Buyer and Seller shall proceed to close the transaction as contemplated herein. If one or more of the contingencies is not satisfied, or is not satisfied within the Due Diligence Period, and is not waived by Buyer, this Agreement shall thereupon be void at the written option of Buyer, Buyer and Seller shall execute and deliver to each other documentation effecting the termination of this Agreement, and the Earnest Money shall be refunded to Buyer in full. Buyer shall also deliver to Seller copies of all documentation gathered during the Due Diligence Period, including without limitation all surveys and any environmental or soil tests. 6. TITLE EXAMINATION/CURING TITLE DEFECTS. Buyer will, at its expense, obtain a commitment for title insurance ("Commitment") for the Property from Title. Buyer shall have 20 business days after the later of execution in full of this Agreement or receipt of the Commitment to examine the Commitment and to deliver written objections to title, if any, to Seller, or Buyer's right to do so shall be deemed waived. Seller shall have until the end of the Due Diligence Period (or such later date as the parties may agree upon) to make title marketable, at Seller's cost. In the event that title to the Property cannot be made marketable or is not made marketable by Seller within the Due Diligence Period, then this Agreement may be terminated at the option of Buyer. 7. PROPERTY INVESTIGATIONS. (a) Buyer acknowledges that it has been authorized by Seller to enter the Property and conduct environmental investigations of the Property. Buyer shall give Seller at least 48-hours emailed notice prior to entering the Property to conduct such environmental investigations and shall pay all costs for such investigations. Buyer shall not unreasonably disrupt Seller's business operations during such environmental investigations and shall immediately repair any damage caused by the investigations and return the Property to substantially the same condition as existed prior to such entry. Seller shall provide to Buyer any environmental reports or information concerning the Property in Seller's possession at the time of execution of this Agreement. Buyer hereby agrees to indemnify and hold Seller harmless from and against any and all losses, claims, causes of action, liabilities and costs of defense incurred by Seller arising out of the actions of Buyer, its agents, employees, contractors or invitees in carrying out Buyer's environmental investigations, including without limitation mechanics' liens caused by the activities of Buyer or Buyer's' agents and contractors, unless due to the negligence or willful misconduct of Seller or its agents, employees or contractors. MN325\51\924464.v8 24 (b) Within seven business days of the date hereof, Seller shall provide Buyer with copies of all relevant materials in Seller's possession relating to the Property, including but not limited to, title reports, soil reports, environmental studies, surveys, environmental reports, agreements with governmental authorities, or other records of the Property that Seller has in Seller's possession (collectively "Seller's Deliverables"). 8. CLOSING DATE. The date of closing shall be no earlier than May 31, 2024, and may be on said date or such later date as is mutually agreed by the parties ("Closing Date"). Delivery of all papers and the closing shall be made through escrow with Title, or at such other location as is mutually agreed upon by the parties. All deliveries and notices to Buyer shall be made as provided in paragraph 16 of this Agreement. 9. POSSESSION/HOLDOVER TENANCY. a. Possession. Seller agrees to deliver title of the Property to Buyer on the Closing Date, provided that the Property is currently occupied by Seller, who shall be permitted to occupy the Property pursuant to a lease and property management agreement between Buyer and Seller in substantially the form attached as Exhibit B (the "EDA Lease"). The Seller shall be permitted to occupy the Property pursuant to the EDA Lease until the Expiration Date (as defined in the EDA Lease). The terms and conditions of any holdover tenancy by Seller are as described in Section 9b. hereof. b. Holdover Tenancy. 1. The lease rate for the EDA Lease shall be $0.00 per month, provided that (i) Seller shall pay all costs of natural gas, electricity, garbage collection, sewer and water, and property taxes, and insurance attributable to the Property; and (ii) Seller shall undertake property management and routine maintenance obligations as set forth in the EDA Lease. Seller shall be authorized to occupy the Property and to conduct Seller's regular business activities within the Property until the Expiration Date. The Expiration Date may be extended pursuant to the terms of the EDA Lease. Buyer shall take possession of the Property on the Expiration Date. 2. The parties expressly agree and understand that the Seller shall not enter into any third -party leases for any portion of the Property on or after the date of this Agreement. The parties agree that any personal property of the Seller remaining on the Property after the Expiration Date shall become property of the Buyer. C. City Lease Following the Expiration Date. Following the Expiration Date, the Seller shall enter into a lease with the City in substantially the form attached as Exhibit C (the "City Lease") pursuant to which the Seller shall lease 1,140 square feet of the City -owned property located at 119 3rd Street East in the City (the "City Property") at a rate of $0.00 per year, plus all property taxes, utilities and insurance coverage related to the Seller's use of the City Property until no later than midnight on June 30, 2034, pursuant to the terms and conditions of the City Lease. 10. SELLER'S WARRANTIES AND REPRESENTATIONS. Seller hereby represents and warrants to Buyer and Seller will represent and warrant to Buyer as of the Closing Date that: 4 MN325\51\924464.v8 25 a. Sewer and water. Seller represents that to the best of Seller's knowledge; the Property is connected to City sewer and water. b. Mechanics' Liens. Seller warrants that, prior to the closing, Seller shall pay in full all amounts due for labor, materials, machinery, fixtures, or tools furnished within the 120 days immediately preceding the closing in connection with construction, alteration, or repair of any structure upon or improvement to the Property caused by or resulting from any action of Seller. C. Notices. Seller represents that Seller has not received any notice from any governmental authority as to violation of any law, ordinance, or regulation in connection with the Property. d. Tenants. Seller warrants that there are no tenants or third parties in possession of the Property. Seller represents that the "Civil Engineering Site Design" shop that is currenly operating on the Property is solely owned and operated by Seller and is not a third party in possession or a tenant. e. Broker Commission. Seller warrants that as of the date of this Agreement, there is no agreement in effect with any broker, agent, or representative who shall be entitled to any commission in connection with this transaction. Seller agrees to indemnify, defend, and hold Buyer harmless from the claims of any broker, real estate agent or similar party claiming through Seller. Seller further agrees to indemnify, defend, and hold Buyer harmless for any costs incurred by Buyer as a result of any legal process to adjudicate any fees claimed by any broker, agent, or representative in connection with this transaction. f. Condemnation. Seller has received no notice that there is any pending or, to the actual knowledge of Seller, threatened condemnation or similar proceeding affecting the Property or any portion thereof, and Seller has no actual knowledge that any such action is contemplated. g. Legal Proceedings. There are no legal actions, suits or other legal or administrative proceedings, pending or threatened, that affect the Property or any portion thereof, and Seller has no knowledge that any such action is presently contemplated. h. Legal Capacity. Seller has the authority and the legal capacity to enter into this Agreement. Seller has not filed, voluntarily or involuntarily, for bankruptcy relief within the last year under the United States Bankruptcy Code, nor has any petition for bankruptcy or receivership been filed against Seller within the last year. i. Methamphetamine Production. To the best of Seller's knowledge, methamphetamine production has not occurred on the Property. 5 MN325\51\924464.v8 26 j. Underground Tanks. To the best of Seller's knowledge, the Property does not contain any underground storage tanks of any size or description. k. Wells. Seller certifies that the Seller does not know of any wells on the Property. 1. Sewage Systems. Seller does not know of any individual sewage treatment systems on or serving the Property, or if any individual sewage treatment systems exist, Seller shall comply with all applicable statutory disclosure requirements regarding such individual sewage treatment systems. in. Marketable Title. Seller has good and marketable fee simple title interest to the Property. The Property will as of the date of closing be free and clear of all mortgages, liens, security interests, encumbrances, leases, or other restrictions except encumbrances permitted by Buyer. There are no third parties in possession of the Property. n. Hazardous Waste. No hazardous wastes or materials are located on or under the Property and no notices have been received by Seller from any federal, state, local, or other governmental agency (or a compliance letter). Seller's representations and warranties set forth in this paragraph shall be continuing and are deemed to be material to Buyer's execution of this Agreement and Buyer's performance of its obligations hereunder. All such representations and warranties shall be true and correct on or as of the Closing Date with the same force and effect as if made at that time; and all of such representations and warranties shall survive closing and any cancellation or termination of this Agreement, and shall not be affected by any investigation, verification or approval by any part hereto or by anyone on behalf of any party hereto. Seller agrees to defend, indemnify, and hold Buyer harmless for, from and against any loss, costs, damages, expenses, obligations, and attorneys' fees incurred should an assertion, claim, injury, demand, or cause of action be instituted, made, or taken, which is contrary to or inconsistent with the representations or warranties contained herein. 11. CLOSING COSTS/RECORDING FEES/DEED TAX. At Closing, Seller shall pay: (a) prorated property taxes due and payable in the year of Closing through the Closing Date; (b) prorated special assessment payments due and payable in the year of Closing through the Closing Date; (c) the cost of any documents required to clear title or to evidence marketable title, including fees and charges to record such documents; (d) any operating costs of the Property up to the Closing Date; (e) one-half of all closing fees customarily charged by Title; and (f) Seller's legal fees. Buyer shall pay: (a) the costs of any environmental investigation and survey costs ordered by Buyer; (b) costs of an initial title commitment, title insurance and endorsements; (c) recording fees and charges related to the filing of the Warranty Deed from Seller; (d) any transfer or deed taxes due as a result of this transaction; (e) one-half of all closing fees customarily charged by Title; and (f) Buyer's legal and accounting fees. 12. INSPECTIONS. From the date of this Agreement to the Closing Date, Buyer, its employees, and agents, shall be entitled to enter upon the Property to conduct such surveying, inspections, investigations, soil borings and testing, and drilling, monitoring, sampling, and testing 6 MN325\51\924464.v8 27 of groundwater monitoring wells (collectively "Buyer's Inspection Activity"), as Buyer shall elect. Buyer shall give Seller at least 48-hours emailed notice prior to entering upon the Property to conduct Buyer's Inspection Activity and shall pay all costs associated therewith. Buyer shall not unreasonably disrupt Seller's business operations during Buyer's Inspection Activity and shall immediately repair any damage caused thereby and return the Property to substantially the same condition as existed prior to such entry upon the Property. Buyer hereby agrees to indemnify and hold Seller harmless from and against any and all losses, claims, causes of action, liabilities and costs of defense incurred by Seller arising out of the actions of Buyer, its agents, employees, contractors or invitees in carrying out Buyer's Inspection Activity, including without limitation mechanics' liens caused by the activities of Buyer or Buyer's' agents and contractors, unless due to the negligence or willful misconduct of Seller or its agents, employees or contractors. Buyer shall also be entitled to a general walk-through inspection within five days of the Closing Date. 13. INSURANCE; RISK OF LOSS. a. If there is any loss or damage to the Property between the date hereof and the Closing Date, for any reason including fire, vandalism, flood, earthquake or act of God, the risk of loss shall be on Seller. If the Property is destroyed or substantially damaged before the Closing Date, this Agreement shall become null and void, at Buyer's option. At the request of Buyer, Seller agree to sign a cancellation of Purchase Agreement. b. Following the Closing Date, the Buyer shall procure and maintain property and renter's insurance on the Property in the amounts specified in the EDA Lease until the Expiration Date. 14. DEFAULT/REMEDIES. If Buyer defaults under this Agreement, Seller have the right to terminate this Agreement by giving written notice of such election to Buyer, pursuant to Minnesota Statutes, Section 559.21. Time is of the essence of this Agreement. The termination of this Agreement and retention by Seller of the Earnest Money will be the sole remedy available to Seller for such default by Buyer, and Buyer will not be further liable for damages. If Seller defaults under this Agreement, Buyer shall have the right (i) to terminate this Agreement and receive reimbursement of the Earnest Money, or (ii) to enforce and recover from Seller specific performance of this Agreement. The termination of this Agreement and reimbursement of the Earnest Money or the enforcement and recovery from Seller of specific performance of this Agreement shall be the sole remedies available to Buyer for such default by Seller, and Seller shall not be further liable for damages. 15. RELOCATION BENEFITS; INDEMNIFICATION. Seller acknowledges that Seller is not being displaced from the Property as a result of the transaction contemplated by this Agreement and that Seller is not eligible for relocation assistance and benefits or in the event that Seller is deemed eligible for relocation assistance and benefits, that the Purchase Price includes compensation for any and all relocation assistance and benefits for which Seller may be eligible. The provisions of this Section shall survive closing of the transaction contemplated by this Agreement. 7 MN325\51\924464.v8 28 16. NOTICE. Any notice, demand, request, or other communication which may or shall be given or served by the parties, shall be deemed to have been given or served on the date the same is personally served upon one of the following indicated recipients for notices or is deposited in the United States Mail, registered or certified, return receipt requested, postage prepaid and addressed as follows: SELLER: Civil Engineering Site Design, LLC P.O. Box 566 Monticello, MN 55362 BUYER: City of Monticello Economic Development Authority 505 Walnut Street, Suite 1 Monticello, MN 55362 Attn: Executive Director 17. ENTIRE AGREEMENT. This Agreement, including exhibits attached hereto, and any amendments hereto signed by the parties, shall constitute the entire agreement between Seller and Buyer and supersedes any other written or oral agreements between the parties relating to the Property. This Agreement can be modified only in a writing properly signed on behalf of Seller and Buyer. 18. SURVIVAL. Notwithstanding any other provisions of law or court decision to the contrary, the provisions of this Agreement shall survive closing. 19. BINDING EFFECT. This Agreement binds and benefits the parties and their successors and assigns. 20. ELECTRONIC SIGNATURES; EXECUTION IN COUNTERPARTS. The electronic signature of the parties to this Agreement shall be as valid as an original signature of such parry and shall be effective to bind the parties hereto. For purposes hereof, (i) "electronic signature" means a manually signed original signature that is then transmitted by electronic means; and (ii) "transmitted by electronic means" means sent in the form of a facsimile or sent via the internet as a portable document format ("pdf ') or other replicating image attached to an electronic mail or internet message. This Agreement may be simultaneously executed in several counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. 21. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions herein will remain in full force and effect and shall in no way be affected, impaired or invalidated thereby, so long as the economic or legal substance of the agreements contemplated herein are not affected in any manner materially adverse to any Party. Upon such determination, the Parties shall negotiate in good faith in an effort to agree upon a suitable and equitable substitute provision to affect the original intent of the Parties. 22. Governing Law. The provisions of this Agreement shall be governed by and construed in accordance with the laws of the State of Minnesota. 8 MN325\51\924464.v8 29 23. Partnership or Joint Venture. Nothing in this Agreement shall be construed or interpreted as creating a partnership or joint venture between the Parties relative to the Property. 24. 1031 Exchange. Buyer herein acknowledges that it is the intention of Seller to conduct an IRC Section 1031 Tax -Deferred Exchange and that the Seller's rights under this Agreement shall be assigned to Commercial Partners Exchange Company, LLC, to facilitate such exchange. However, any warranties that may be expressed in this Agreement shall remain and be enforceable between Seller and Buyer. Buyer agrees to cooperate with Seller and/or Seller's assigns in a manner necessary to enable the Seller to initiate said exchange at no additional cost or liability. This Agreement is part of an integrated, interdependent, mutual and reciprocal plan intended to effectuate an exchange by Seller of a like -kind real properties pursuant to and in accordance with the provisions of Section 1031 of the Internal Revenue Code. Buyer shall execute and provide to Seller prior to closing, an acknowledgement that Buyer has received written notice of the assignment of Seller's rights under this Agreement to Commercial Partners Exchange Company, LLC. 25. Time is of the Essence. Time is of the essence for all provisions of this Agreement. 9 MN325\51\924464.v8 30 IN WITNESS WHEREOF, the undersigned have executed this Agreement on the date and year above. Buyer: City of Monticello Economic Development Authority By: Its: President By: Its: Executive Director Seller: M. Civil Engineering Site Design, LLC 10 MN325\51\924464.v8 31 EXHIBIT A Leal Description of Propertv The West 24 feet of Lot 12, Block 34, City of Monticello, according to the plat thereof on file or of record in the County Recorder, Wright County, Minnesota. PID 155-010-034120 A-1 MN325\51\924464.v8 32 EXHIBIT B EDA LEASE B-1 MN325\51\924464.v8 33 EXHIBIT C CITY LEASE C-1 MN325\51\924464.v8 34 t r.• ",,Beacon Wright County, MN Date created: 5/7/2024 Last Data Uploaded: 5/7/2024 5:54:20 PM Developed by" Schneider GEOSPATIAL D LO C /< 34 1 -- Interstate State Hwy US Hwy City/Township Limits ❑c ❑t Parcels rTorrens DMA ,Beacon Wright County, MN - For^mA d-W- 0V iew 155010034101 f{(/ Legend / Highways Interstate ¢ 155010069130 — State Hwy US Hwy ~\ 1 00340`40 -l.—�: - City/TownshipLimits 1550100�69010 ❑ t Parcels 3 Torrens 155010 1;55010033070 ' % 1SSQ166 9020 i 155010033060 14ft + - Parcel ID 155010034040 Alternate ID n/a Owner Address CITY OF MONTICELLO Sec/Twp/Rng 11-121-025 Class 957 - 5E MUNICIPAL -POLICE & FIRE-ADMIN 505 WALNUTSTSUITE 1 Property Address 119 3RD ST E Acreage 0.50 Acres MONTICELLO, MN 55362 MONTICELLO District (1101) CITY OF MONTICELLO-0882 Brief Tax Description SECT 11 TWP-121 RANGE-025 ORIGINAL PLAT MONTICELLO LOT-004 BLOCK-034 LTS 4&5 BLK 34 (Note: Not to be used on legal documents) Date created: 24 ` 4 0 1 Last Data Uploaded: added: 1 5/7/2024 5:54:20 PM � �{I�• Developed by" Schneider � GEOSPATIAL 5/7/24, 5:32 PM Beacon - Wright County, MN - Report: 155010034040 36 Wright County, MN Summary Parcel ID 155010034040 Property Address 119 3RD ST E MONTICELLO MN 55362 Seclrwp/Rng 11-121-025 Brief Tax SECT-11TWP-121 RANGE-025 ORIGINAL PLAT MONTICELLO Description LOT-004 BLOCK-034 LTS 4&5 BLK 34 (Note: Not to be used on legal documents) Class 957-SEMUNICI PAL -POLICE &FIRE-ADMIN District (1101) CITY OF MONTICELLO-0882 School District 0882 (Note: Class refers to Assessor's Classification Used For Property Tax Purposes) GIS Acres Parcel: 155010034040 Acres: 0.50 Acres USAB: 0.50 Acres WATE: 0.00 Acres ROW: 0.00 Sq Ft: 21,787.83 Owner Primary Owner CITY OF MONTICELLO 505 WALNUT ST SUITE 1 MONTICELLO MN 55362 Land Unit Eff Seq Code CER Dim 1 Dim 2 Dim 3 Units UT Price Adj 1 Adj 2 Adj 3 Rate Div % Value 1 DOWNTOWN II 0 0 0 0 21,788.000 S 12.000 0.00 0.00 0.00 12.002 1.000 261,500 2 BLACKTOP FAIR 0 0 0 0 10,436.000 U 1.500 0.00 0.00 0.00 1.504 1.000 15,700 Total 21,788.000 277,200 Buildings Building 1 Year Built 1970 Architecture N/A Above Grade Living Area 0 Finished BasementSgft 0 Construction Quality 04 Foundation Type CONC BLOCK Frame Type (C) Frame with Concrete Size/Shape Exterior Walls CONC BLOCK Windows N/A Roof Structure FLAT Roof Cover MINIMUM Interior Walls N/A Floor Cover N/A Heat N/A Air Conditioning N/A Bedrooms 0 Bathrooms N/A Gross Building Area 4100 OBY Card 1 Descr Full Description DETACHEDGA DETACHED GARAGE G OBYTOTALVALUE Type Quantity Year Size Area Value 0710 1 1980 20 x 22 440 $18,400 $18,400 https://beacon.schneidercorp.com/Application.aspx?APPID=187&LayerlD=2505&PageTypelD=4&PagelD=1310&KeYValue=155010034040 1 /4 5/7/24, 5:32 PM Beacon - Wright County, MN - Report: 155010034040 37 OBY (Working 2025 Assessment) Card 1 Descr Full Description DETACHEDGA DETACHED GARAGE G OBYTOTALVALUE Recent Sales In Area Sale date range: From: 05/07/2021 To: 05/07/2024 1 1 1500 Feet Valuation Type Quantity Year Size Area 0710 1 1980 20 x 22 440 Value $18,400 $18,400 2024Assessment 2023Assessment 2022Assessment 2021Assessment 2020Assessment + Estimated Land Value $277,200 $198,700 $150,700 $150,700 $150,700 + Estimated Building Value $239,300 $235,900 $220,900 $220,900 $220,900 + Estimated Machinery Value $0 $0 $0 $0 $0 = Total Estimated Market Value $516,500 $434,600 $371,600 $371,600 $371,600 % Change 18.84% 16.95% 0.00% 0.00% 12.74% Taxation 2023 and 2024 taxation data can be found here 2022 Payable 2021 Payable Estimated Market Value $371,600 $371,600 Excluded Value $0 $0 Homestead Exclusion $0 $0 = Taxable Market Value $0 $0 Net Taxes Due $0.00 $0.00 + Special Assessments $0.00 $0.00 = Total Taxes Due $0.00 $0.00 % Change 0.00% 0.00% Photos https://beacon.schneidercorp.com/Application.aspx?ApplD=187&LaVerlD=2505&PageTVpelD=4&PagelD=1310&KeVValue=155010034040 2/4 5/7/24, 5:32 PM Beacon - Wright County, MN - Report: 155010034040 38 '. Jam.......,_ z Sketches https://beacon.schneidercorp.com/Application.aspx?ApplD=187&LaverlD=2505&PageTvpelD=4&PagelD=1310&KevValue=155010034040 3/4 5/7/24, 5:32 PM Beacon - Wright County, MN - Report: 155010034040 39 1501001400. 404bt 3Rd aa� 155010' Sj:FY_ V No data available for the following modules: Land GA/RP, Extra Features, Sales, Transfer History, Taxation (Preliminary 2025 Taxes Payable), Taxes Paid. Schneider GE0SPAT IAL User Privacy Polifv GDPR Privaot Notice Last Data Unload: 5/7/2024.4:54:20 PM https://beacon.schneidercorp.com/Application.aspx?APPID=187&LaverlD=2505&PageTvpelD=4&PagelD=1310&KevValue=155010034040 4/4 per4j Cwr\ers�f ' P 40 BLOCK 34 s1b, � n'ar- 77 I - a 0.19 ac 46 4 0.25 a 11 • 0.25 ac. lot 1 0.25 a " e09 3 ac. 0.25 ac. _ ,p 0.5 ac. � S 1 in=84Ft City EDA O Private 1 11 onti�j)o January 2024 1Vl 11 Map Powered By Datafi wsb 41 Planning Commission Agenda: 02/06/23 3A. Consideration of adopting Resolution PC-2024-08, a Resolution Finding that the Proposed Acquisition of Certain Land, a portion of Lot 12, Block 34, Orieinal Plat of Monticello, PID 155010034120. by the Citv of Monticello Economic Development Authoritv is Consistent with the Citv of Monticello Comprehensive Plan (Monticello 2040 Vision + Plan) Prepared by: Meeting Date: Council Date (pending Community Development Director 02/06/2024 Commission action): NA Additional Analysis by: City Administrator, Economic Development Manager, Community & Economic Development Coordinator ALTERNATIVE ACTIONS 1. Motion to adopt Resolution PC-2024-08 finding that the proposed acquisition of certain land, the West 24 feet of Lot 12, Block 34, Original Plat of Monticello, PID 155010034120, by the City of Monticello Economic Development Authority is consistent with the City of Monticello Comprehensive Plan (Monticello 2040 Vision + Plan). 2. Motion of other. REFERENCE AND BACKGROUND The Planning Commission is asked to consider a recommendation finding that the acquisition of parcel 155010034120 by the City of Monticello Economic Development Authority (EDA) is in conformance to the City's Comprehensive Plan. The acquisition of the parcel is intended to facilitate future revitalization and redevelopment efforts on Block 34 in accordance with the City's adopted Downtown Small Area Plan. The subject parcel is approximately .09 acres and is located along Broadway East on Block 34 of the Original Plat of Monticello. The parcel is currently occupied by an existing commercial building that is owned and utilized by an engineering firm. Acquisition of this parcel will expand the opportunity for redevelopment on Block 34 consistent with the Monticello 2040 Vision + Plan and the Downtown Small Area Plan. The parcel is guided "Downtown Mixed Use" within the current Monticello 2040 Vision + Plan. The Comprehensive Plan adopts the Monticello Downtown Small Area Plan as the guiding document for downtown development and land use. The Downtown Small Area Plan establishes a vision for "solidifying Downtown as the heart of the community with a series of coordinated public and private investments." The investments are intended to "create a 42 Planning Commission Agenda: 02/06/23 human -scaled environment that encourages gathering, socializing, visiting and enjoying on a daily basis - throughout the year." Acquisition of the parcel by the EDA is a significant strategic opportunity given the significant existing public ownership of parcels within the block (shown on Exhibit Q including the most recent purchase of property at 216 Pine Street. There are also two active municipal wells on Block 34. The presence of the wells limit development within their immediate vicinity due to water supply regulations, making the acquisition of this parcel key to achieving development density on the block. In summary, the subject property makes quarter block development and beyond a more realistic possibility given the current ownership and existing use configurations on the block. The following statements within the vision for Downtown are relevant to this acquisition: "To promote Broadway Street as a storefront district with restaurants and specialty retail" and to "improve the experience of Pine Street for all users". This parcel's location on the Block 34 corner will support the EDA's efforts to continue the revitalization of Downtown along Broadway and Pine Street consistent with the Downtown vision. The Downtown Small Area Plan further cites the redevelopment of Block 34 as a specific redevelopment opportunity for the City, providing proposed development concepts and frontage configurations. At this time, there is no immediate plan to redevelop the site. Similar to Block 52 located to the northwest of this site, the EDA will work with the development community to accomplish a development in accordance with the Downtown Plan. The EDA has entered into a purchase agreement on the property, which is contingent on the Planning Commission's finding. The Commission's role is to provide a report to the City and EDA on the conformance of the acquisition to the adopted Comprehensive Plan. STAFF RECOMMENDATION City staff supports Alternative #1 above. Acquisition of this property by the City is consistent with the Monticello 2040 Plan's goals for encouraging a revitalized downtown, as it is a key property in supporting redevelopment on Block 34. Revitalization of Block 34 is a critical component of strengthening the Broadway and Pine Street corridors of the Downtown. SUPPORTING DATA A. Resolution PC-2024-08 B. Aerial Site Image C. Public Property Ownership Exhibit, Block 34 D. Monticello Downtown Small Area Plan, Excerpts E. MN Statute 462.356 2 43 CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-08 A RESOLUTION FINDING THAT THE PROPOSED ACQUISITION OF CERTAIN LAND FOR REDEVELOPMENT PURPOSES BY THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY IS CONSISTENT WITH THE CITY OF MONTICELLO'S COMPREHENSIVE PLAN WHEREAS, the City of Monticello Economic Development Authority (the "Authority") proposes to purchase certain property (the "Property") located at 118 Broadway Street East in the City of Monticello, Minnesota (the "City"), and legally described in Exhibit A attached hereto, for the purposes of redevelopment; and WHEREAS, Minnesota Statutes, Section 462.356, subd. 2, requires the City Planning Commission (the "Planning Commission") to review the proposed acquisition or disposal of publicly owned real property within the City prior to its acquisition or disposal, to determine whether in the opinion of the Planning Commission, such acquisition or disposal is consistent with the City's comprehensive municipal plan (the "Comprehensive Plan"); and WHEREAS, the Planning Commission has reviewed the proposed acquisition of the Property and has determined that the Property is located on Block 34, a key redevelopment site in the Pine Steet subdistrict of the Central Community District, and is designated for mixed use development within the Comprehensive Plan and the City's Downtown Small Area Plan, and that the Authority's purpose is to redevelop the Property consistent with these uses, and that the proposed acquisition is therefore consistent with the Comprehensive Plan. NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of Monticello, that the acquisition of the Property by the Authority is consistent with the Comprehensive Plan and will promote the successful redevelopment of Block 34 in the City. BE IT FURTHER RESOLVED that this resolution be communicated to the Board of Commissioners of the Authority. ADOPTED this 6th day of February, 2024, by the Monticello Planning Commission. MONTICELLO PLANNING COMMISSION By: ATTEST: Paul Konsor, Chair Angela Schumann, Community Development Director MN325\49\901589.v 1 44 CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-08 EXHIBIT A Legal Description of the Propertv The West 24 feet of Lot 12, Block 34, Original Plat of Monticello, County of Wright, State of Minnesota. PID: 155-010-034120 Address: 118 Broadway Street East, Monticello, MN 55362 MN325\49\901589.v 1 45 Subject Parcel 4k 4, 44 a •Ilk City Boundary Parcels o� � Monticello 1 in = 116 N N A January 31, 2024 Mep Powered By De fl wsb 46 AREAS OF ECONOMIC DEVELOPMENT FOCUS AND INVESTMENT The following areas represent opportunities in the city to help drive economic growth and further support the community's goals related to economic development. 1. Industrial Land: This comprehensive plan designates approximately 1,600 acres of land for industrial uses, including land within the Northwest area, south along Highway 25, and in the Otter Creek Business Park. In 2020, the City completed an industrial feasibility study evaluating these areas in greater detail for their industrial potential. In alignment with the goals and policies of this chapter, the City should actively pursue the development of additional industrial land through business attraction. 2. Oakwood Industrial Park: In alignment with the goals for advancement of living wage employment and intensification of tax base, there is opportunity to convert some parcels within Oakwood Industrial Park to light manufacturing from their current heavy industrial uses and/or convert large areas of unused land or outdoor storage. The City should explore opportunities to use State redevelopment grants and rehabilitation programs for these sites. 3. 1-94 Interchange and Highway 25 Interchange Area: The land uses and parcel configurations in these key intersection areas may not be optimal. The City should be prepared to work with property owners and developers as market opportunities arise to better align these visible areas for future reinvestment and/or redevelopment. 4. Downtown: The Downtown area, identified as Downtown Mixed Use in this plan, represents a focused opportunity area. This includes specific attention on the Walnut Corridor, Block 52, Block 34, and the Northeast corner of Cedar Street and Broadway. Opportunities for improvement include land uses consistent with the Downtown Small Area Plan as well as streetscape, landscape and circulation improvements. 5. Mixed Neighborhood Areas: The City should work to maintain the oldest residential neighborhoods in areas adjacent to the Downtown. Efforts should be made to maintain housing choices, redevelopment where appropriate, the introduction of neighborhood centers and the possible introduction of local specialty retail where appropriate. 6. Highway 25 Corridor South: There are a number of areas and sites that could present reinvestment and/or redevelopment opportunity along Highway 25 south between 1-94 and School Boulevard. The Economic Development Authority (EDA) should continue to work with property owners on their desire to sell, redevelop and reinvest in their sites for commercial development. Downtown Monticello Monticello Crossing Apartments Carlisle Village Townhomes, Source: City of Monticello 128 ECONOMIC DEVELOPMENT 47 IMPLEMENTATION CHART: ECONOMIC DEVELOPMENT SHORT- LONG- ONGOING THEME TERM TERM Policy2.3. Local Strategy2.3.1- Proactively support small Partner Collaboration business start-up efforts through funding Work collaboratively with partners and programs made available by the State of Minnesota's Department of Employment, to foster the attraction of Initiative Foundation and Economic new businesses. Development (DEED) and Wright County Economic Development Partnership. Policy2.4. Industrial and Business Strategy2.4.1- Identify funding sources for infrastructure and proactively engage "` Site Analysis and Availability a variety of partners to help complete the iI!• JJJ «1 development of a new business park. Identify, plan, and develop new industrial/business park areas Strategy2.4.2- Develop partnerships to assist to ensure site availability for with marketing and promotion of industrial/ industrial projects as existing business park areas. areas fully develop. Strategy 2.4.3 - Monitor industrial land absorption to help prioritize future site development and readiness. Strategy 2.4.4 - Investigate opportunities for grants, legislation, transition aid, or bonding funds to support industrial land )) area development. Policy3J. Downtown Small Area Plan Strategy3.1.1- Develop and support the appropriate policies, programs, and incentives that enable the type of development described Use and implement the Downtown in the Downtown Small Area Plan. Small Area Plan as the guiding document to improve, develop and Downtown. Strategy3.1.2- Install improvements to the downtown as envisioned in the Walnut Street /rf redevelop IJJJJ Corridor Plan. Strategy3.1.3- Continue to build a funding base for use in property acquisition and redevelopment efforts in targeted areas. Strategy31.4 - Continue to support the fa4ade improvement program and promote to )�) downtown business and property owners. MONTICELLO 2040 VISION + PLAN 225 48 IMPLEMENTATION CHART: ECONOMIC DEVELOPMENT Policy1l. Downtown Small Area Plan Continue to follow and implement the Downtown Small Area Plan. Policy4.1. Redevelopment Continue to support redevelopment efforts as identified in the Downtown Small Area Plan and in strategic opportunity areas throughout the community. Strategy3.1.5 - Continue to meet with downtown property owners either in an informal group setting or individually to understand their concerns with traffic, parking, land use, building improvements and reinvestment in their property as well as willingness to sell, partner, price, etc. Strategy3.1.6- Encourage continued incorporation of arts as an economic development tool for Downtown Monticello and the community at -large. Strategy3.1.7- Ensure trail and pedestrian/ cycle connections are considered within the downtown and from the downtown to other areas within the community. Strategy3.1.8- Maintain and update annually property availability maps for downtown property or property investment parcels. Strategy4.1.1- Continue to focus on site control for a potential future targeted redevelopment in Block 52 as envisioned in the Downtown Small Area Study Plan. Strategy 4.1.2 - Develop and implement marketing of city -owned properties identified for redevelopment, including Block 52, 34 and Cedar Street/Broadway site. Strategy4.1.3- Reconnect Walnut Street to River Street in support of redevelopment. Strategy 4.1.4 - Use the Block 52 redevelopment project as a catalyst and template for future redevelopment projects in the downtown area. Strategy 4.1.5 - Remain open to strategic opportunities for redevelopment throughout the community in all land use categories . S OR I TOGERM ONGOING THEME 226 IMPLEMENTATION 49 Background and Purpose The purpose of this Plan is to attract and direct investments on the core blocks of Downtown Monticello, MN over the next 10 years. MPlan advocates for solidifying Downtown as the heart e community with a series of coordinated public and private investments. Together, these investments will create a human -scaled environment that encourages gathering, socializing, visiting and enjoying on a daily basis - throughout the year. The ,... , : .:. outlined in this Plan aim to build on the unique qualities of Monticello to make the Downtown yet more attractive to those who have chosen to live and do business in the community. Specifically, the Plan seeks to promote Broadway Street as a storefront district with restaurants and specialty retail, celebrate the River for its recreational, connective and economic qualities, reinvigorate a downtown housing market with multiple, appropriately scaled, infill projects, and improve the experience of Pine Street for all users. The plan is ambitious, but achievable. Over time and upon completion, the plan would usher in up to 500 new units of downtown housing, new restaurants overlooking the river, and unique retail and services on Broadway. Momentum can be established in the next few years. Primary projects to be completed within five years include: redevelopment of Block 52, Walnut Street connection to River Street and infill housing on Walnut Street. Implementation of this Plan will create two legacies. The first will be a revitalized Downtown with an economy and attractions that benefit all residents of Monticello. Equally important, however to the physical improvements described above will be the legacy of new partnerships and civic cooperation that are essential to and will result from coordinated actions. The ideas set forth in this Plan come from the vested interest of the Monticello community through a broad public outreach effort. The realization of these ideas rely on a coordinated, cooperative, and active public sector working in tandem with an entrepreneurial private sector The result will be a lively Downtown for all in Monticello, a place that embodies both its history and future aspirations. 00 as�� at 0 000 000 ®000n000 41n 00 00 Improve Pine Street for All Users Shift the Center of Town to Walnut and Encourage Small and Medium Scaled Become a River Town Broadway Investments NOTE This Illustration depicts new dl v pment on both plvi to and public properties. The plan does not Zmpel private pmpeny owners to change anything rarding now they use their land. Rather. the Plan is a City of Monticello Downtown Small Area Plan I Executive Summary 50 Downtown is For Everyone Downtown Monticello is and shall remain the heart of the community. It is the birthplace of the City and the focus of civic activity. This Plan builds off those foundational qualities with a dear vision for the future of the core blocks of Downtown. The vision includes a commitment to retaining Broadway as Monticello's Main Street, supporting existing businesses, improving connections to and relationship with the River, and creating new downtown housing opportunities along Walnut and Cedar Avenues for existing and new Monticello residents. The Plan envisions a Downtown that is lively throughout the day and into the evening,12 months of the year. A downtown that serves many purposes for many people — including dining, recreation, celebrating, gathering, shopping and living. �6 1 Mustrative Master Plan The Plan above describes a potential long term build out of the core blocks of Downtown Monticello. Character Area! Similar to the Embracing Downtown Plan, the Plan divides the study area into four different character Areas. The purpose of this is to create sub -areas in downtown, each with its own identity and purpose and direction. The character areas are developed based on their context and their future role in the downtown. Typically each character area is a mix of uses, but also has a dominant use. r eF Character Area: Riverfront A redesigned Park with an amphitheater and better relationship to Downtown will help conned the River to Downtown G Character Area: Walnut Street and Cedar Street Walnut and Cedar Streets will fill in with new housing (2-4 stories) that adds to the market strength of downtown and provides additional housing choices for new and existing residents of Monticello. Their intersections with Broadway will be improved to make it easier to walk to the Riverfront Character Area: Broadway Monticello's Main Street will transition over time from a street with primarily services, to one with unique retail and restaurants. A . ft-Ilivv_: Character Area: Pine Street (TH 25) The community will reclaim Pine Street by maintaining it's width and adding pedestrian amenities and local serving commercial uses. City of Monticello Downtown Small Area Plan I Executive Summary 51 Block 34 (public ownership in blue) Most of the properties on Block 34 are publicly owned. In addition, there are two wells on the block that impact development. Redevelopment is further challenged by limitations on property access created by medians on Broadway and Pine Street. The site is attractive for "outbound" retail and the plan recommends such a use to be located in the base of a multi use building on the comer of Pine and Broadway. 4b._ 4� Frontage And Ground Floor Uses Setbacks, Pocket Parks & Open Space Parking & Servicing Active (retail) uses are encouraged at Buildings should define the perimeter of Primary access to mid block parking Pine Street and Broadway. Residential the block with a front facade zone between should occur from Cedar Street and 4th frontages are encouraged on Cedar 5' and 15' of the front property line. The Street. Street. The remainder of the block is two wells on site have 50' setbacks and flexible. shou Id be incorporated into courtyards or parking areas. Active Frontage IIIIIIIIN Building Setback Surface Parking Flexible Frontage (either Active or Residential) - Well Setback Access Way Residential Frontage Acive Frontage V Options The two illustrations above show potential options for development on Block 34 - both adhering to the guidelines. The top illustration shows a development pattern that assumes the property on Cedar Street remains. City of Monticello Downtown Small Area Plan I Character Areas City Council Agenda: 5/28/2024 2H. Consideration of Resolution 2024-43 calling for a public hearing on the proposed Modification of Tax Increment Financing District No. 1-42 within the Central Monticello Redevelopment Project No. 1, and approval of the Amended and Restated Tax Increment Financing Plan for the District Prepared by: Economic Development Manager Reviewed by: Community Development Director, Finance Director, City Clerk ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to adopt Resolution 2024-43 calling for a Public Hearing on June 24, 2024, regarding the proposed modification of Tax Increment Financing (TIF) District No. 1-42 within the Central Monticello Redevelopment Project No. 1, and approval of the amended and restated Tax Increment Plan for the TIF District. PREVIOUS COUNCIL ACTION February 14, 2022: City Council approved the establishment of TIF District 1-42 for the 108-unit apartment building. April 22, 2024: City Council approved a new site layout with the Final Plat of Country Club Manor Fourth Addition. REFERENCE AND BACKGROUND CHC Monticello Development recently submitted a TIF Application seeking a major modification of TIF District 1-42 to accommodate their adjusted plan replacing the 108-unit apartment building with 22 rental twinhomes. As a reminder, the CHC Monticello twinhome housing project is restricted to the age 55 + demographic. Recent customer surveys completed by the developer indicate that there is more demand for the rental twinhome units than there is for the apartment style units, and they are reacting accordingly to change the development to address that need. The proposed modification also slightly enlarges the TIF District 1-42 area in the new site layout and plat as recently approved by Council. The TIF Application and related materials are attached to this report. The CHC Monticello Development housing project is located on a 16.71-acre parcel located along 7t" Street West that was formerly owned by the EDA. At this time, construction of 60 City Council Agenda: 5/28/2024 twinhome units located in TIF District 1-43 is nearly complete. Through the proposed change from an apartment building to twinhomes in TIF District 1-42, the developer investment in the project will drop from $24,000,000 to approximately $8,600,000. Tax increment cash flow will also decrease, reflecting the overall investment amount. The developer proposes to have 40 percent of the 22 twinhomes (9 units) be rented to households with incomes at or below 60 percent of the area median income (AMI) for Wright County. The submitted TIF application and analysis of the supporting information (proforma) indicates that the developer will not be able to achieve a market rate return on investment (ROI) without TIF assistance. State statutes for the use of TIF require a public hearing to be held by the City Council. Several years ago, the City Council assigned TIF District review and administration to the EDA. The City Council is responsible for the final approval step in approving and/or modifying the TIF Plan and likewise authorizing the creation of or major modification of TIF Districts. If the City Council calls for a hearing on June 24, City staff and consultants will continue reviewing the TIF modification application and the financial analysis, along with drafting the various legal documents required for this process. Budget Impact: There is a minimal budget impact related to the proposed modification of TIF District 1-42. The developer is required to pay for the legal and financial analysis costs related to the modification review and approval steps. Staff Workload Impact: Staff involved in the proposed TIF District modification include the Finance Director, Community Development Director, and Economic Development Manager. Consultant staff involved include EDA attorney and the Northland Securities (NSI) staff. If the City Council acts to call for a Public Hearing, additional time commitments toward this effort will be from the identified staff. As part of the TIF Plan modification, NSI will perform an analysis of the proposed financing and amended terms to be considered by the EDA in the amended and restated Purchase and Development Contract (TIF Agreement). III. Comprehensive Plan: N/A STAFF RECOMMENDED ACTION Staff recommends adopting Resolution 2024-43 calling for the Public Hearing on June 24, 2024 for the modification of TIF District 1-42. The TIF Application materials submitted by CHC Monticello indicate that it has completed customer surveys indicating that the twinhome unit product is currently a higher need than the affordable apartments in the 55 + age demographic. City Council Agenda: 5/28/2024 SUPPORTING DATA A. Resolution 2024-43 B. CHC Monticello TIF Modification Application Submittal C. Map of TIF District 1-42 and new development site plan D. TIF Approval Calendar E. Link to CHC Monticello (Headwaters Dev) CC Mtg. Agenda Item; April 22, 2024 httr)s://www.ci.monticello.mn.us/AgendaCenter/ViewFile/Item/923?filelD=13812 CITY OF MONTICELLO WRIGHT COUNTY STATE OF MINNESOTA RESOLUTION 2024-43 RESOLUTION CALLING PUBLIC HEARING ON THE PROPOSED MODIFICATION OF TAX INCREMENT FINANCING DISTRICT NO. 1-42 WITHIN THE CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO. 1, AND THE PROPOSED ADOPTION OF THE MODIFIED TAX INCREMENT FINANCING PLAN RELATING THERETO WHEREAS, on February 23, 2022, the City of Monticello Economic Development Authority (the "Authority") approved a Tax Increment Financing Plan (the "Original TIF Plan") for Tax Increment Financing District No. 1-42 (Headwaters Apartment Project) (the "TIF District") located within the Central Monticello Redevelopment Project Area No. 1 (the "Redevelopment Project"), pursuant to Minnesota Statutes, Sections 469.001 to 469.047, 469.090 to 469.1081, and 469.174 to 469.1794, all as amended (collectively, the "TIF Act"), and on February 14, 2022, the City of Monticello, Minnesota (the "City") approved the establishment of the TIF District; and WHEREAS, on May 23, 2022 and June 8, 2022, respectively, the City and the Authority approved a modification to the Original TIF Plan (the "2022 Modification" and, together with the Original TIF Plan, the "TIF Plan"), which amended the budget; WHEREAS, the Authority wishes to further revise the TIF Plan to expand the geographic area of the TIF District (the "2024 Modification"), a modification which requires the same notice, discussion, public hearing and findings required for the approval of the Original TIF Plan, pursuant to Section 469.175, subd. 4(b)(1) of the TIF Act; WHEREAS, in addition, the TIF Plan is based on plans to construct an approximately 108-unit rental multi -family housing facility for seniors, and a new project has been proposed for the TIF District which would require a modification of the TIF Plan to amend the project, the budget and the estimated costs of the project, and the Authority wishing to include those amendments in the 2024 Modification; and WHEREAS, on May 8, 2024, the Authority requested that the City Council of the City call a public hearing on the 2024 Modification. NOW, THEREFORE BE IT RESOLVED by the City Council (the "Council") of the City of Monticello, Minnesota (the "City'), as follows: 1. Public Hearing. This Council shall meet on or after Monday, June 24, 2024, at approximately 6:30 p.m., to hold a public hearing on the 2024 Modification and the TIF Plan, all pursuant to and in accordance with the TIF Act. MN190\170\952851.v1 2. Notice of Hearing; Filing of TIF Plan. The City Clerk is hereby authorized to cause a notice of the hearing, substantially in the form attached hereto as Exhibit A, to be published as required by Section 469.175, Subdivision 3 of the TIF Act, to place a copy of the proposed TIF Plan on file in the City Clerk's Office at City Hall, and to make such copies available for inspection by the public. Consultation with Other Taxing Jurisdictions. The City Clerk is hereby directed to mail a notice of the public hearing and a copy of the proposed Tax increment Financing Plan for the TIF District to Wright County and Independent School District No. 882, informing those taxing jurisdictions of the estimated fiscal and economic impact of the TIF District. Adopted by the City Council of the City of Monticello, Minnesota, this 28th day of May, 2024. Mayor ATTEST: City Clerk 2 MN190\170\952851.v1 Exhibit A CITY OF MONTICELLO NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN that the City Council of the City of Monticello, Minnesota (the "City"), will hold a public hearing on Monday, June 24, 2024, at approximately 6:30 p.m. in the City Hall Council Chambers, 505 Walnut Street, Monticello, relating to the proposed modification of Tax Increment Financing District No. 1-42 (the "TIF District") within the Central Monticello Redevelopment Project No. 1 (the "Redevelopment Project"), and the proposed modification of the Tax Increment Financing Plan (the "TIF Plan") relating to the TIF District, pursuant to Minnesota Statutes, Sections 469.090 to 469.1081, and Sections 469.174 through 469.1794, all as amended. Copies of the proposed modifications to the TIF Plan (the "Modifications") will be on file and available for public inspection at the office of the City Clerk at City Hall. The Modifications include an enlargement of the TIF District. The property included within the TIF District, as modified (the "Modified TIF District"), is located within the Redevelopment Project and the City. A map of the Redevelopment Project and the Modified TIF District therein is set forth below. Subject to certain limitations, tax increment from the Modified TIF District may be spent on eligible uses within the boundaries of the Redevelopment Project. TIF Districts 1-42 and 1-43 Boundaries v • A I cry Boundary 1 in = 254 Ft N ®- TIF p;sf'rkf 143 Bow.ra7 A A Monticello .111,14 2024„ w'b` All interested persons may appear at the hearing and present their views orally or in writing prior to the hearing to City Hall, 505 Walnut Street, Monticello, MN 55362. 3 MN190\170\952851.v1 BY ORDER OF THE CITY COUNCIL /s/ City Clerk MN190\170\952851.v1 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY TAX INCREMENT FINANCING (TIF) PRE -APPLICATION BUSINESS SUBSIDY APPLICATION BUSINESS ASSISTANCE FINANCING CHC Monticello Townhomes 11 LLC Legal name of applicant: 161 Rondo Avenue, Suite 825, St Paul, MN 55103 Address: 651-605-5222 Telephone number: Name of contact person: Wesley Butler REQUESTED INFORMATION Addendum shall be attached hereto addressing in detail the following: 1. A map showing the exact boundaries of proposed development. 2. Give a general description of the project including size and location of building(s); business type or use; traffic information including parking, projected vehicle counts and traffic flow; timing of the project; estimated market value following completion. 3. The existing Comprehensive Guide Plan Land Use designation and zoning of the property. Include a statement as to how the proposed development will conform to the land use designation and how the property will be zoned. 4. A statement identifying how the increment assistance will be used and why it is necessary to undertake the project. 5. A statement identifying the public benefits of the proposal including estimated increase in property valuation, new jobs to be created, hourly wages and other community assets. 6. A written description of the developer's business, principals, history and past projects I understand that the application fee will be used for EDA staff and consultant costs and may be partially refundable if the request for assistance is withdrawn_ Refunds will be made at the discretion of the EDA Board and be based on the costs incurred by the EDA prior to withdraw of the request for assistance. If the initial application fee is insufficient, I will be responsible for additional deposits. SIGNATURE Applicant's signature: 4142 - �.Yt��t.'v� Date: Apri125,2024 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Application for Tax Increment Financing (TIF) Assistance GENERAL INFORMATION: CHC Monticello Townhomes 11 LLC Business Name: Address: 161 Rondo Avenue, Suite 825, St Paul, MN 55103 L Type (Partnership, etc.): Limited Liability Company Authorized Representative: Description of Business: Wesley Butler Real Estate Development Legal Counsel: Winthrop & Weinstine 225 South Sixth Street, Suite 3500 Address: Minneapolis, MN 55402 FINANCIAL BACKGROUND: No 1. Have you ever filed for bankruptcy? Date: April 25, 2024 651-605-5222 Phone: Phone: No 2. Have you ever defaulted on any loan commitment? No 3. Have you applied for conventional financing for the project? 4. List financial references: Bremer Bank, Andrew Rickers (320-762-4705) — Alexandria, MN a. b. C. 612-604-6755 2 WE 5. Have you ever used Business Assistance Financing before? If yes, what, where and when? PROJECT INFORMATION: 71 Street West and Golf Course Road 1. Location of Proposed Project: Land contribution for $1, $1,650,000 TIT± 2. Amount of Business Assistance requested? 3. Need for Business Assistance: To provide affordable housing Monticello MF West LLC 4. Present ownership of site: 5. Number of permanent jobs created as a result of project? Approximately 3 FTEs $0 $750 thousand 6. Estimated annual sales: Present: Future: 7. Market value of project following completion: We estimate the value to be around $8.6 million for for the twin home project June 2024 8. Anticipated start date: FINANCIAL INFORMATION: 1. Estimated project related costs: a. Land acquisition b. Site development c. Building cost d. Equipment e. Architectural/engineering fee f. Legal fees g. Off -site development costs Completion Date: $ 1.00 **Incl. in Building Cost $7,447,000.00 $0.00 $160,000.00 $15,000.00 $984,200.00 December 2024 3 2. Source of financing: a. Private financing institution 1,230,000.00 (net amount) b. Tax increment funds 0.00 c. Other public funds 7,376,201.00 d. Developer equity PLEASE INCLUDE: 1. Preliminary fmancial commitment from bank. [NA] 2. Plans and drawing of project. [Fyovided w th h1W A1ppRRtioM] 3. Background material of company. [Ps°evidedl vdt h Phonse �] 4. Pro Forma analysis. [Atrcached] 5. Financial statements. P\TA] 6. Statement of property ownership or control. [CCaarrently oy,7ned by I`VI oa deefio DAFT" West LLC, property to he cc®rrveyed to CCHCC M ©nticeflo T'ownhomes H L LC at farad c1®snug] 7. 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Abn5�si nWNo)\z3s id- S3NONNMOLOTSMNON-01DEZ000\a3MW-000\siOXOaADMENON33M1NDISRMa City of Monticello Central Monticello Redevelopment Project No. 1 Modification of Tax Increment Financing District No. 1-42 and Tax Increment Financing District No. 1-43 Housing TIF Districts Headwaters Townhome Project and Headwaters Villas Project Public Hearings on June 24 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 May 8 EDA request City Council call for hearing 12 13 14 15 16 17 18 May 13 City Council calls for public hearing 19 20 21 22 23 24 25 May 14 Last day for written notice to County Commissioner 26 27 28 29 30 31 May 24 Last day for notice and TIF plan and fiscal implications to County and School District S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 June 10 Last day to submit public hearing notice to newspaper 16 17 18 19 20 21 22 June 13 Public hearing notice published in the newspaper 23 24 25 26 27 28 29 June 24 Public hearing and adoption of modified TIF Disticts/TIF Plans 30 June 26 EDA approval of TIF Districts S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 July 12 Submit modifications to County, State Auditor, and MN Dept of Revenue 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 S M T W T F S 1 2 3 4 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 31 Notes: 1 City Council regular meeting dates. 2 Economic Development Authority (EDA) regular meeting dates. 3 Calendar does not include review by the Planning Commission. The TIF Districts will be modified. There is no proposed modification to the Central Monticello Redevelpoment Project No. 1. 4 City needs to confirm publication dates and is responsible for submitting notice to newspaper. Modification of TIF Districts ID northland Public Finance 5/1/2024 City Council Agenda: 5/28/2024 21. Consideration of approving a request for Conditional Use Permit (CUP) for Accessory Structures Exceeding 1,200 Square Feet in the R-1, Single -Family Residential District Applicant: Ben Holland Prepared by: Meeting Date: ® Consent Agenda Item Community & Economic Development 5/28/2024 ❑ Regular Agenda Item Coordinator Reviewed by: Approved by: Community Development Director City Administrator ACTION REQUESTED Planning Commission unanimously recommends approval of the Conditional Use Permit Motion to approve a Conditional Use Permit for accessory structure space exceeding 1,200 square feet on a parcel in an R-1, Single -Family Residential District, based on findings in Resolution PC-2024-13 and subject to the conditions in Exhibit Z. REFERENCE AND BACKGROUND Property: Address: 8525 Ebben Circle, Monticello, MN 55362 Legal Description: Lot 3, Block 4, Featherstone 4th Addition PI D: 155-252-004030 Planning Case Number: 2024-14 Request(s): Conditional Use Permit for accessory structure area exceeding 1,200 square feet in the R-1, Single -Family Residential District. Deadline for Decision: May 19, 2024 (60-day deadline) — Extension Letter Sent July 18, 2024 (120-day deadline) Land Use Designation: Low -Density Residential Zoning Designation: R-1, Single -Family Residential District Overlays/Environmental Regulations Applicable: N/A Current Site Uses: Single -Family Residential Surrounding Land Uses: North: Single -Family Residential East: Single -Family Residential South: Agricultural (Monticello Township) City Council Agenda: 5/28/2024 West: Vacant Land Zoned Residential Project Description: Construct a detached garage of 640 square feet on a single-family residential lot with an existing 832 square -foot attached garage (total accessory structure area of 1,472 square feet). The zoning ordinance permits a total of 1,200 square feet of all combined attached and detached accessory structure area, with an additional 300 square feet allowed by Conditional Use Permit. An approved Conditional Use Permit provides for a maximum overall size of 1,500 square feet on residential properties. While the applicant's narrative mentions a request for a variance, after staff's review of the request and materials provided as part of the application submittal, it was found a variance for accessory structure square footage area was not necessary. ANALYSIS Zoning. The subject parcel is zoned R-1, Single -Family Residential District, within the subdivision of Featherstone 4t" Addition. Featherstone 4t" Addition was originally approved through a Conditional Use Permit for Planned Unit Development in 2019. As a PUD, the design standards for the plat were requested to reflect the R-1 standard in place at the time of the Featherstone preliminary plat approval in 2003. None of these standards address accessory structures differently than what is currently in the Monticello Zoning Ordinance. Setbacks. The applicant indicated that the proposed accessory structure would be setback 20' from the south property line adjacent to 85t" Street NE, compliant with the code. Given the proposed setbacks from the south line, the garage would be setback from the front property line that follows the cul-de-sac curve more than 37'. Though the narrative mentions a 12' wide parking pad on the east side of the garage, the zoning ordinance states the following: "Parking on any side of any detached accessory structure shall be prohibited except in such case that the detached accessory structure is the only garage for the building" (5153.067 Off -Street Parking). Given that the exception does not apply to this property, and there is an existing parking pad adjacent to the attached garage, the proposed pad could be installed, but would not be available for parking. Although this is not a consideration under the CUP request before the City Council, staff wanted to point out that distinction. Given this information, the applicant may wish to adjust the proposed structure's location relative to the east property line. If the CUP is approved, setback dimensions will be verified for code compliance through submission of a certificate of survey. Given the unique layout of this lot with three different side property lines (north, east, and south), the proposed location of the structure was determined to be in the side yard, as it is City Council Agenda: 5/28/2024 placed out of the required 30' front setback area from the front property line along the cul-de- sac. Staff finds the proposed location to be a reasonable request based on the circumstances and does not conflict with the intent of the ordinance section that does not allow for accessory structures in the front yard. Driveway. The applicant indicated in the narrative that the width of the existing driveway will remain 23' at the curb. The survey shows that the driveway narrows to the property line to 18.5'. The R-1 district sets a maximum driveway width of 30' at the property line and 28' at the curb. The proposal does include an expansion of the driveway on the property leading to the proposed structure. The driveway to the detached structure is allowed by ordinance, though it may not be used for parking. City engineering staff will review plans for the expansion of the driveway to ensure zoning ordinance compliance in connection with a building permit. Accessory Structure — Major Conditional Use Permit Criteria. Specific to the proposed garage itself, the zoning ordinance lays out the following criteria related to accessory structures in residential districts, including guidelines for when a conditional use permit is required related to the overall size of the structure. 153.092(D)(2) Accessory building — major. (a) In all residential districts except M-H, the following shall apply: 1. Size. a. Except by conditional use permit issued pursuant to § 153.092(D)(3)(a)1.b. below, no detached accessory building shall exceed 10% of the rear yard of the parcel on which it is located, nor shall any combination of attached garage and detached accessory building exceed the following maximum area, whichever is less: (i) 1,200 square feet; or (ii) The gross square footage of the principal building footprint. Staff Comment: The proposed accessory structure is 640 square feet, with an existing garage on site of 832 square feet. The total accessory structure area proposed on site is 1,472 square feet. The gross square footage of the principal building footprint (livable space) includes livable space on the first floor, as well as any portion of livable space that is above the attached garage area. The finished square footage on the main floor of the home is 1,521 square feet. The gross square footage of the principal building footprint remains larger than the sum of the total square footage of accessory structures. b. The size limitations for accessory building area listed in § 153.092(D)(3)(a)1.a. above may be increased, up to a maximum square footage of 1,500 square feet, by the City Council Agenda: 5/28/2024 issuance of a conditional use permit when the following conditions are found to exist: (i) Accessory building space is to be utilized solely for the storage of residential personal property of the occupant of the principal dwelling, and no accessory building space is to be utilized for commercial purposes. Staff Comment: The applicant noted within the narrative that the structure would only be used for personal uses such as storage. Limiting the use of the space to residential personal property purposes only is included as a condition of approval in Exhibit Z. (ii) The parcel on which the accessory building is to be located is of sufficient size such that the building will not crowd the open space on the lot. Staff Comment: The total size of the lot is .65 acres and given the proposed setbacks of the accessory structure, the lot is of sufficient size and width to accommodate. (iii) The accessory building will not be so large as to have an adverse effect on the architectural character or reasonable residential use of the surrounding property. Staff Comment: The proposed total accessory structure area is 1,472 square feet. Given that the neighboring property to the east acquired a CUP for a 704- square-foot detached accessory structure, staff does not believe that this will adversely affect the architectural character or reasonable residential use of the surrounding properties. (iv) The accessory buildings shall be constructed to be similar to the principal building in architectural style and building materials. Staff Comment: As noted within the applicant's narrative and front building elevation, the accessory structure is proposed to have the same materials as the principal structure, including the requirement for brick/stone on the front fagade of the accessory structure as the proposed location is visible from the public street. Overall Conditional Use Permit Criteria. (a) Conditional use permit criteria. Approval of a conditional use permit application requires the city find that conditions can be established to ensure that all of the following criteria will always be met: City Council Agenda: 5/28/2024 1. The conditional use will not substantially diminish or impair property values within the immediate vicinity of the subject property; Staff Comment: The conditional use is anticipated to increase property value for the applicant's parcel and would not impact those of the neighboring properties. 2. The conditional use will not be detrimental to the health, safety, morals, or welfare of persons residing or working near the use; Staff Comment: The accessory structure will be constructed according to the building code and not endanger persons or property in the area. 3. The conditional use will not impede the normal and orderly development of surrounding property for permitted uses predominant in the area; Staff Comment: No access or development will be impacted by the proposed building. 4. The conditional use will not pose an undue burden on public utilities or roads, and adequate sanitary facilities are provided; Staff Comment: The project is not expected to pose a burden on public utilities and roads. 5. The conditional use can provide adequate parking and loading spaces, and all storage on the site can be done in conformance with city code requirements; Staff Comment: The proposed conditional use will provide adequate parking and loading space relevant to the principal use of the property; parking is subject to the code provisions as noted above. 6. The conditional use will not result in any nuisance including but not limited to odor, noise, or sight pollution; Staff Comment: The proposed conditional use is not anticipated to result in any nuisances. 7. The conditional use will not unnecessarily impact natural features such as woodlands, wetlands, and shorelines; and all erosion will be properly controlled; Staff Comment: The conditional use is not anticipated to unnecessarily impact any natural features on or surrounding the parcel. 8. The conditional use will adhere to any applicable additional criteria outlined in §§ 153.090 through 153.093 for the proposed use. Staff Comment: The provisions identified in this CUP requirement are addressed in the section above. City Council Agenda: 5/28/2024 Budget Impact: The applicant submitted the required fees and escrows associated with the review and public notice for the applications. The escrow will be used to cover the review costs of consulting staff. II. Staff Workload Impact: Staff involved with the review of the application include members of Development Services. III. Comprehensive Plan Impact: The Monticello 2040 plan recognizes the need for reinvestment in properties throughout the community, including residential properties, citing a strategy to "Sustain a diverse array of neighborhood character and housing types throughout Monticello." PLANNING COMMISSION REVIEW AND RECOMMENDATION Planning Commission reviewed the proposed ordinance and held a public hearing on the item during its regular meeting on Tuesday, May 7, 2024. Staff provided an overview of the request. During their discussion, the Commission asked about whether the proposed parking pad is included when the overall site impervious surface is calculated. Staff confirmed. No public was present to address the Commission. Following discussion, the Commission recommended approval of the Conditional Use Permit unanimously. STAFF RECOMMENDED ACTION Staff recommends approval of the Conditional Use Permit for an accessory structure area exceeding 1,200 square feet in the R-1, Single -Family Residential District. As discussed within this report, the lot provides sufficient space to accommodate the larger detached accessory structure and will not negatively impact the surrounding properties. Additionally, the applicant indicated in their narrative that the architecture of the garage will match that of the principal building. Given the change in circumstances related to the proposed parking pad, staff will verify compliance with setback requirements at the time of building permit application submittal. SUPPORTING DATA A. Resolution PC-2024-13 B. Aerial Site Images C. Applicant Narrative D. Existing Conditions Survey with Rough Proposed Conditions E. Detached Accessory Structure Floor Plan & Elevations Z. Conditions of Approval City Council Agenda: 5/28/2024 EXHIBIT Z Conditions of Approval Conditional Use Permit for Accessory Structures Exceeding 1,200 square feet Address: 8525 Ebben Circle, Monticello, MN 55362 Legal: Lot 3, Block 4, Featherstone 4th Addition PI D: 155-252-004030 The applicant will provide a certificate of survey including the proposed structure and driveway expansion verifying code -compliant setbacks for the building permit. 2. The accessory structure will be used for personal residential storage and parking only; no commercial activity may occur in the building. 3. The exterior materials used to finish the accessory structure must match the existing home in material type and color, including brick/stone on the front facade consistent with the front of the home. 4. Expansion of the driveway width is limited to 30 feet at the property line and 28 feet at the public street. 5. Recommendation of the City Engineer as related to site grading and drainage. 6. Comments and recommendations of other Staff and Planning Commission. CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-13 RECOMMENDING APPROVAL OF A CONDITIONAL USE PERMIT FOR ACCESSORY STRUCTURES EXCEEDING 1,200 SQUARE FEET IN AN R-1, SINGLE-FAMILY RESIDENTIAL DISTRICT LOT 3, BLOCK 4, FEATHERSTONE 4T" ADDITION PI D 155-252-004030 WHEREAS, the applicant has submitted a request to construct a detached accessory structure in the side yard portion of the subject property for storage of private residential storage and recreational use; and WHEREAS, the proposed total accessory building space would exceed the standard area of 1,200 square feet; and WHEREAS, accessory building space, when exceeding 1,200 square feet, requires a Conditional Use Permit, and WHEREAS, the site is zoned R-1 Single -Family Residential, which allows such use by Conditional Use Permit; and WHEREAS, the proposed use and development are consistent with the Comprehensive Land Use Plan designation of "Low -Density Residential" for the area; and WHEREAS, the applicants have provided materials documenting the proposed structure and location of the structure on the subject property, along with access via an existing driveway; and WHEREAS, the Planning Commission held a public hearing on May 7, 2024 on the application and the applicant and members of the public were provided the opportunity to present information to the Planning Commission; and WHEREAS, the Planning Commission has considered all of the comments and the staff report, which are incorporated by reference into the resolution; and WHEREAS, the Planning Commission of the City of Monticello makes the following Findings of Fact in relation to the recommendation of approval: 1. The applicant has provided plans demonstrating that the proposed structure will be in compliance with maximum square footage requirements, which require accessory structures to total no more than 1,500 square feet. 1 CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-13 2. The applicant has provided plans demonstrating that the proposed structure is architecturally similar to the principal structure in roofline and fagade appearance, subject to appropriate conditions of approval. 3. The parcel is a lot that will accommodate the detached garage without crowding the subject property or neighboring parcels. 4. The building will be constructed so as to be consistent with the use and building massing of other single-family structures common in the community and in the neighborhood. NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of Monticello, Minnesota, that the Planning Commission hereby recommends that the Monticello City Council approve the Conditional Use Permit for accessory structure area exceeding 1,200 square feet, subject to the conditions identified in Exhibit Z of the Staff report, as listed below: 1. The applicant will provide a certificate of survey including the proposed structure and driveway expansion verifying code compliant setbacks for the building permit. 2. The accessory structure will be used for personal residential storage and parking only; no commercial activity may occur in the building. 3. The exterior materials used to finish the accessory structure must match the existing home in material type and color, including brick/stone on the front facade consistent with the front of the home. 4. Expansion of the driveway width is limited to 30 feet at the property line and 28 feet at the public street. 5. Recommendation of the City Engineer as related to site grading and drainage. 6. Comments and recommendations of other Staff and Planning Commission. ADOPTED this 71h day of May, 2024 by the Planning Commission of the City of Monticello, Minnesota. ATTEST: An; MONTICELLO NNING COMMISSION By: Pau n r h so , it C a munit Development Director 2 40 t n7 -7 V� T-- L 6 T� il_ -D v 16 ��CLC.CC L -. V GSLI I I - 1 73�MJ U I 1 1 1 Mkt Consideration of a Conditional Use Permit for Accessory Structure Legal: Lot 3, Block 4, Featherstone 4th Addition; PID: 155-252-004030; 8525 Ebben Circle Created by: City of Monticello I 86TH ST NE OC W W 155252004010 i� 155252004060 - - -W $VNE 65 ft The property Is located at Lot 3, BloCk 4, Featherstone Fourth Acid then at 8525 Ebben Clr, Monticello. Proposal 1: I am respectfully requesting a variance on the amount of allowable garage space within the City Limits of Monticello. I am aware that the maximum allowable garage space is 1200 square feet. I am requesting an increase to 1500 square feet. Currently, I have a garage space that is 832 square feet. Proposal 2: It approved to the 1500 square feet of garage space, I am requesting to build a 20x32 detached garage on the Eastside of my property aligned with our neighbors detached garage with a parking pad of 12 feetwide on the east side of the garage. The detached garage slope and elevation wilt match exactly what my neighbor has with his detached garage. Thisgarage will match my house with the same siding, garage door, and stone. The driveway for the detached garage will bathe Length of the garage plus the parking pact on the east sidetor a total of 36 feet. It wilt tie into my existing driveway straight out. I will be connecting into my existing driveway at the one corner bythe curb. I will not be adding to the total width of the existing driveway at the curb. The width of the existing driveway at the curb wilt remain 23 feet. This partof the driveway wilt only be used as a means to access the detached garage. This detached garage wilt only be used for personal use, storage of a classic car, ATV and snowmobile. With placement of the structure in the purposed position I am able to meet the requirement of 20 feet off of any roadway and the 6 foot requirement off of the neighbor's yard —we wilt be 12 feet off our neighbors yard. Attached is a drawingofthe placement of my residence along with the detached garage. Any questions you can reach me at— Sincerely, < %%Y6S Benjamin Holland As -Built Survey for Novak Builders / Lot 3, Block 4, FEATHERSTONE FOURTH ADDITION EOF on lot / s 962.8 l City of Monticello, Wright County, Minnesota r r X965 4 i 965 k I c_ X I - r - � -�- i i - r � i � -i- � � � � r- ALL BEARING AND DISTANCE INFORMATION IS PER THE RECORDED PLAT. P/D: 155-252-004020 EASEMENTS ARE SHOWN PER RECORDED PLAT UNLESS OTHER DOCUMENTATION WAS PROVIDED TO US. Xg633,(� °°�6�,. S 89°06'39' Wdi 171.95 // I �'8., °.-1 z K-k ,E,bben �'+• 962.8 90.4 ➢4 A4964./ -'!F 5 -v68L5 )K96 eM96,ya ' \ au lP Y2" j \ X 96-t, -96 L.i - r f 7 b rn 42299 �57.3 ` M 9629 - _ - - _ 965.0 9 `2 - - - - -9� - �66. l 965.7 964.3) i7 o - --- ---- 2`----- O -�-�---_-L-- --cgs, Circ% 12 5 pX 96S 65.5 965.4 XpjE� *4' 6 g66• 964.5 X )e(962. i �g6 $ 96 +it 985 0 M 34.313 ��°�° I House =5 9` \1`� A�f@�3.3 �l /� "'A' -50 TNH Elev.=96576 I / 63,6 I #0525 3R 964.J 'P �S*► Q / Xg 8 965.k5.67 �96366�\\ 964• X 9654 o !a'65 4 \ \ l ZJ 9 962.8 " X96 32 rn 965.4 o I .In i ;a \ / X X 4229 / REFERENCE BENCHMARK 966./X 9 p ti 90 ` ?9 TNH at the NE Quadrant of Ebersole P/D:155-252-004030 965.3 9.00 , • •I 6 yb Ave and 87th St NE 0 20 965.9 X Area: 0.65x Ac. \{�J x ® 963 g Elevation = 959.34 feet (Plat Datum) 4r _ r -�- : 3 �� Xg6 I I r♦ i V t W f�9�y. 16 X 963 X Per Record Drawings SCALE: I = 20' IX964 I h- / // l h ! F I �'�� O '2j6 Driveway J 7 )Kg64 �g65 4 22.67 65.a 5 3% g63• I LEGEND: g65?Z�(J'9 Icoroge \1 �-/D, FLEV PER GRADING P� N I • Denotes found iron monument I9656 Xpi (Drop / Course) '� ( 963.8 Plans of Pioneer Engineering 960.2 Denotes as -bunt elevation I i 66 3 'v 96 26. 5.5LIP'.6 6.l I'_ - _- 963.7 X 3 -/ P, - Pcmb; er '� 953. L�enAt_-s os-h„11' g-..und e!-u+t%an 9 d.__ _ _ . 96 lra� �o X g6 ill g' � ,�) � �g66• X Garage floor Elev = 966.8 x 958.1 Denotes existing ground elevation Lowest Floor E/ev = 959.1 -- Denotes proposed elevation j g I % ' 64• (,j Ikii Lowest Opening E/ev = 967.3 -�- - Denotes drainage flow O N965.0 i cy I 9 5,9 X - 61.9 g65' g61 ry f I N �E �� ® Denotes electric service 6 g 9Q�1s11�c R!Qn Denotes sanitary manhole Denotes telephone pedestal Xg65.2I66.2655 / /yl � 3sX PID: 155-252-004040 PROPOSED HOUSE ELEVATIONS ® Denotes water curb crap ` � d - see, .,• � a o I �` �` s� 965.1 �` A g66 �. - _JB(9s�7 I \ ' To of House Block E/ev = �2 969,3 ® Denotes sanitary service ` Xy66 X12 Top of Garage Block E/ev = 969.5 968.6 `iL Denotes power pole I I. i I r 963.5 962'71 6 12 I X965.4 96q,h X X _J �r�p�F \j Garage Floor E/ev = �2 968.2 Denotes hydrant L - - - - - - - -------------------------i--'-(( 61 -------------------- ` 7 Lowest Floor E/ev = �rS 96LJ A Denotes electrical cabinet t �g66.1 X965.8 �g6� �g648 0963.5 pyg6Z" `0962.1�-a LALowest Opening E/ev = -965.5 966.0 12 Denotes cable television box o i M 62'" X 96/. to 111��, JR9649 g64.31JO.00 S 89 0258 W X9 lPY2• e % (Top of Rear Block Elev) LS 42299 Denotes Peter J. Hawkinson, LS lP Y2 %, 6g� 42299 42299 9 962.5 i Denotes bituminous surface 4 X X X96'�' 6k ,o.k - - - - - - Denotes easement iE aF1E OHE aF1E OHE 6 9 - OHE �- - - aHE - - OHE - - q - - - OW- -� - WEa Denotes existing adfolners 0� X 961\ 40. SETBACKS - sBL - Denotes bupoing setback line 30' Front - - - arm - Denotes overhead electric 10' Side 30' Rear 20' Side Street Drainage and Utility Easements are HOUSE TYPE shown thus: 8'St/% ist N.E. Rambler Lookout e e I- - 121-__J L_@1--- NIN 1 N.T.S. R-1 Residential Being 6 feet in width, and adjoining lot lines. and 12 feet in width and adjoining street lines and rear lot lines unless otherwise indicated on the plat. I hereby certify that this survey, plan, or REV report was prepared by me or under my DATE: 8/4/21 NO DATE DESCRIPTION As -built Survey my direct supervision, and that I am a DESIGN BY: BOGART, PEDERSON duly Licensed Land Surveyor under the Novak Builders & ASSOCIATES, INC. laws of the State of Minnesota. DRAWN BY: RL CHECKED BY: CAW LAND SURVEYING L3, B4, FEATHERSTONE FOURTH ADD CIVIL ENGINEERING DWG FILE:L3 B4 ASB 4D A MAPPING Signed: f Wright County M N 13076 FIRST STREET, BECKER, MN 55308-9322 Craig A. Wensmann FILE NO.: 16-0212.09 TEL: 763-262-8822 FAX: 763-262-8844 Date: 8f 5/21 Reg. No. 47466 i o � N i LO As -Built Survey for Novak Builders I ' / Lot 3. Block 4, FEATHERS TONE FOURTH ADDITION EDF on tot 962.8 City of Monticello g Wri ht County Minnesota l = L _ I i \ i � - PID: 155-252-004020 a /P %2" 9633 _Q + 96 8., S 89006'39" W �`O l7/.95 �� a ., �� 42299 962.8 90.4 96 !SE 964. l % 65 Sct/ 968/.5096. 9638 \ �°�� N EP !12bbe� 229 0962.9 ------ 3.5 42299 962.5 - - - - - - - 965.0 I �_ �� 9 - -((gam ��66. l 965.7 , 964.3 0 i2 �o a'wo� 1 g6j SBL SBL RL 5 ^^SBL - 6 L \ C//-C/e 12 S✓�F 5 3% 965 65 965.4 �969 9�: �j6� g66• 964.50 � 2 1 r g6 965.0 0 34. 33 11� � � i � � _ �y % 0ge i � \ 6 �O \� 3 �9s`'9 Secondary BM: •9621 �962.1 N House 9 63• -/ TNH Elev.-965.76 / I 63.6 #8525 �X ss 964.3 'Q�� 0 / I X9 I q,.8 965 4 g65.4 5.67 g68� `�� 096S 6 \ \ �QOO o 62 896 62.8 / 1 0ge o i965. \ �9 9 /P %2° 3 n 42299 g6 .2 1 0 �g6 1 g6q 6 965.4 I .11 jQ 1 ° a °d \ o� _ 962 1 m ?9 I I U 3 _ 966. 963 964 \ s 11TJ PID: 155-252+0040JOg65.3 9.00 6q(i g6� 965.9 Area: 0.65Y Ac. �g _ _ I F11 3 5 �- - -� 30' - - �96� 963.3� 6 Xg6 g63 1 X 964 4 I H - h h -1 ' `v'41 oo 46 DrivewayCN e� 1 m �g6� g65.A• 22.67 965.3 U 8.39 \ g63 1 1 � �� 965.5 96823 E Garage S&L 1 63 1 (Drop l Course) I - l0' 8 2` 9 I I 965.6 N 1 6 38( �p 963. g65 M 3 g65 26.33 9�'� 15.0 N 963' X I �g66. % S 0 g66. 9 ro `d 963. I / 96'�6, ig6 9631 m 00 _ m s W N 1 965.0 N �965•1 0965 9 ^O 1 961 9 9636 2 0g65.2 i �g66.2 5 963s � 1 ��` 1 PID: 155-252-004040 SBL SBL SBL 1 SBL SBL6� SBL SBL SBL 966.03�E963.7 1 � I 0 12 I N g66•t � � 965.8 I_ 1 1 & 964.9 y /P /2 42299 96h 1E OHE - - in ro i-I L ' L i i v 963.5 - - - - - - - "gro'cS W963. 5 96,4.3IJO.00 S 89002'58" W 96`,•A hX 96� 963. OHE OHE OHE OHE OHE qk3 945#7 St. N.E. SHEET NO. As -built Survey I Novak Builders L30 B4, FEATHERSTONE FOURTH ADD Wright Count MN 9 y� g62.5 - OHE - - X962•11 6 -----------1 t8f g62.5 co 962. / 66.B - X962 V IP %2" X 96/8 rn 42299 OHE OHE - X oO BOGART, PEDERSON & ASSOCIATES, INC. LAND SURVEYING CIVIL ENGINEERING MAPPING 13076 FIRST STREET, BECKER, MN 55308-9322 TEL: 763-262-8822 FAX: 763-262-8844 OHE OHE - 06110 00 I hereby certify that this survey, plan, or report was prepared by me or under my my direct supervision, and that I am a duly Licensed Land Surveyor under the laws of the State of Minnesota. Signed: Craig A. Wensmann Date: 8/5/21 Reg. No.47466 ALL BEARING AND DISTANCE INFORMATION IS PER THE RECORDED PLAT. EASEMENTS ARE SHOWN PER RECORDED PLAT UNLESS OTHER DOCUMENTATION WAS PROVIDED TO US. AS BUILT GRADING SURVEY A roved `' �atel-__8/9/21, REFERENCE BENCHMARK TNH at the NE Quadrant of Ebersole Ave and 87th St NE Elevation = 959.34 feet (Plat Datum) Per Record Drawings Plans of Pioneer Engineering R - Rambler Garage Floor Elev = 966.8 Lowest Floor Elev = 959.1 Lowest Opening Elev = 967.3 PROPOSED HOUSE ELEVA TIONS Top of House Block Elev = 970.2 969.3 Top of Garage Block Elev = 969.5 968.6 Garage Floor Elev = -969.2- 968.2 Lowest Floor Elev = 962.5 961.3 Lowest Opening Elev = 965.5 966.0 (Top of Rear Block Elev) SETBACKS 30' Fron t l0' Side 30' Rear 20' Side Street HOUSE TYPE Rambler Lookout ZONING R- l Residen tial DATE: 8/4/21 REV NO. DESIGN BY: DRAWN BY: RL CHECKED BY: CAW DWG FILE: L3 B4 ASB FILE NO.:16-0212.09 X 0 20 SCALE: 1" = 20' LEGEND: • Denotes found iron monument 960.2 Denotes as -built elevation X 959.4 Denotes os-built ground elevation x 958. l Denotes existing ground elevation - Denotes proposed elevation ►- - Denotes drainage flow ®s Denotes electric service 0 Denotes sanitary manhole ❑T Denotes telephone pedestal ® Denotes water curb stop s Denotes sanitary service Denotes power pole Denotes hydrant E❑ Denotes electrical cabinet ❑Tv Denotes cable television box LS 42299 Denotes Peter J. Hawkinson, LS Denotes bituminous surface - - - - - - Denotes easement Denotes existing adjoiners SBL - Denotes building setback line - - - OHE - Denotes overhead electric Drainage and Utility Easements are shown thus: 6 6 -r III- -121 L -- I -121--- N.T.S. Being 6 feet in width, and adjoining lot lines, and 12 feet in width and adjoining street lines and rear lot lines unless otherwise indicated on the plat. DATE DESCRIPTION p iP .......... I ...... FT A N V FgEr��LZC- I.................. I-J. EY UNIMER .............. City Council Agenda: 5/28/2024 2J. Consideration of amending a Conditional Use Permit for a Planned Unit Development for a Restaurant with Drive-thru in a B-4, Regional Business zoning district. Applicant: Westwood Professional Services o/b/o CA Commercial Development (Paneral Prepared by: Meeting Date: ® Consent Agenda Item Grittman Consulting, Stephen Grittman, 5/28/2024 ❑ Regular Agenda Item City Planner Reviewed by: Approved by: Community Development Director, City Administrator Chief Building and Zoning Official, Community & Economic Development Coordinator, Project Engineer ACTION REQUESTED Planning Commission recommends approval of the amendment to Conditional Use Permit for Planned Unit Development. Motion to approve the amendment to the Conditional Use Permit for PUD for Restaurant with Drive-thru facilities based on findings in Resolution No. PC-2024-15 and subject to the Conditions of Exhibit Z. REFERENCE AND BACKGROUND Property: Legal Description: Lot 2, Block 1, Union Crossings 2nd Addition PID #: 155-205-001020 Planning Case Number: 2024-18 Request(s): Amended CUP/PUD for a Restaurant with Drive -Through Deadline for Decision: June 10, 2024 (60-day deadline) August 8, 2024 (120-day deadline) Land Use Designation: Regional Commercial Zoning Designation: B-4, Regional Business Overlays/Environmental Regulations Applicable: Freeway Bonus Sign Overlay District, MSWRR (portion) Current Site Uses: Vacant Commercial Surrounding Land Uses: North: Mixed Retail/Service City Council Agenda: 5/28/2024 East: Commercial Retail South: 1-94 West: Mixed Commercial Project Description: The applicant proposes to develop a parcel in the Union Crossings retail Planned Unit Development as a restaurant with drive-thru facilities. The site is an existing vacant parcel just under one -acre in area. The property includes a potential shared drive along the east boundary, but the applicant intends to not make use of that drive. Instead, access and egress will be provided via an internal private street on the north side of the property in question. ANALYSIS Zoning. The subject site is zoned B-4, Regional Business. Restaurants are a permitted use in the B-4 zoning district. Drive-thru facilities require a Conditional Use Permit. The subject property is a part of the larger Union Crossings Planned Unit Development, originally created by Conditional Use Permit PUD. The development of this parcel requires the requested amendment to that CUP/PUD; the approved development and final stage plans for the Union Crossing anticipated restaurant development of the parcel consistent with the proposal. Site Design. The project consists of a 2,400-square-foot building, with a patio seating area to the south of the building. Traffic enters the site from the sole access point on the north and circulates around the building in a counterclockwise direction. Parking spaces are arrayed on both the west and east sides of the building and drive aisle. To access the drive-thru, traffic continues around the building to the northeast corner where it is separated from the circulation aisle. A preorder board is located at the entrance to the exclusive drive-thru lane, and a menu/order board at the northwest corner of the building. The pick-up window is located along the west side of the building. Exiting traffic would then continue around the building to leave the site at the north driveway. In conversations with staff, the applicants developed an updated site plan that shows the requirement minimum of eight stacking lane spaces, although they indicated that the restaurant model expects to serve a lower number based on other similar facilities. The applicants provided a parking analysis based on the City's requirements indicating a total of 32 parking spaces, equal to the minimum ordinance standard. A raised curbed median is included that separates a portion of the drive-thru lane from incoming traffic. The initial design showed just six drive-thru spaces in the queue. The median design could permit incoming traffic to jump the queue, avoiding the full encircling of the building and entering the outgoing one-way traffic lane. Staff suggests that the median be extended another 20 feet to discourage that possibility. City Council Agenda: 5/28/2024 Other Elements. Other aspects of the site use are discussed separately below. Landscaping. The site is attractively landscaped. While the trash enclosure is located apart from the building in the northeast corner of the site, there are few other options on this parcel size, given the exposure to surrounding roadways. The applicants provided an extensive evergreen (Arborvitae) screen of the enclosure that should still permit visibility for north -bound traffic using the private road that abuts this parcel on the east. That corner landscape includes perennial grasses and overstory trees (Swamp White Oak) in support of the evergreens. One recommended change to the landscape plan would be a row of small ornamental trees in the narrow space between the adjoining driveway and the east rank of parking spaces. That area is just 5 feet in width between curblines and is shown only as turf grass. Small trees in mulch would be easier to maintain and rely on the survival of the plant materials than would turf. Building Materials. The application package includes a preliminary set of architectural drawings of all four sides of the building. The building is made up of brick, EIFS, architectural metal cladding, and glass. Staff asked that the exterior mechanical equipment and other components (such as the ladder) are painted to match the dominant wall material colors. That noted, the north side of the building includes an extensive landscape planting that will help filter any views of the "rear" side of the building. The trash enclosure is covered with the same brick as is proposed for the building. Signage. The applicants have not detailed on -site signage for commercial or directional purposes. The Union Crossings PUD requires that this parcel not have separate freestanding signage, and that space on the common monument sign located on the property to the east (shared with Mattress Firm) is the only available ground signage. The applicant is permitted, and encouraged, to utilize wall signage to notify traffic of the restaurant and its access points. Any signage will need to meet the City's sign ordinance requirements and be subject to separate permitting. Lighting. The applicants included a lighting plan with the CUP package. There is some limited light spread onto adjoining roadways, which are also subject to neighboring property lighting and street lighting in the area. None of the off -site spread exceeds the City's maximum of 1.0 footcandles in commercial areas. The plan shows pole lighting to be at the maximum of 25 feet in height. All such lighting is required to be downcast and hooded to avoid direct glare and view of the light source. City Council Agenda: 5/28/2024 Conditional Use Permit Criteria. Approval of a conditional use permit application (including amendments) requires that the City find that conditions can be established to ensure that all the following criteria will always be met: (i) The conditional use will not substantially diminish or impair property values within the immediate vicinity of the subject property. Staff Comment: As an allowed use in the district, and with the conditions identified, there is no reason to believe that there will be any negative impacts on neighboring property values. (ii) The conditional use will not be detrimental to the health, safety, morals, or welfare of persons residing or working near the use. Staff Comment: The site is contained and meets the general standards of the zoning ordinance and the governing PUD for Union Crossings. No detrimental impacts are foreseen. (iii) The conditional use will not impede the normal and orderly development of surrounding property for permitted uses predominant in the area. Staff Comment: The site is the last of the outlots in this portion of the Union Crossings area to be developed and will not cause use or operations issues for other property. (iv) The conditional use will not pose an undue burden on public utilities or roads, and adequate sanitary facilities are provided. Staff Comment: The site is an allowed use and its utility impacts are included in the City's planning for the Regional Commercial district. (v) The conditional use can provide adequate parking and loading spaces, and all storage on the site can be done in conformance with City Code requirements. Staff Comment: Adequate parking is provided per code, and the updates to the site plan accommodate the City's requirements for drive-thru stacking. Additional stacking would impact internal site use only, and no threat to public streets is foreseen. (vi) The conditional use will not result in any nuisance including but not limited to odor, noise, or sight pollution. Staff Comment: The project complies with the requirements of the code and should not create nuisances. (vii) The conditional use will not unnecessarily impact natural features such as woodlands, wetlands, and shorelines; and all erosion will be properly controlled. Staff Comment: No impacts to any natural features are expected with this project. City Council Agenda: 5/28/2024 (viii) The conditional use will adhere to any applicable additional criteria outlined in the Zoning Ordinance for the proposed use. Staff Comment: The applicants designed the site, and updated plans per preliminary staff comments, to illustrate compliance with the requirements and intent of the zoning ordinance. With the remaining notes found in Exhibit Z of the staff report, the project is consistent with zoning standards. Budget Impact: The applicant submits an escrow with their land use application that is used to cover the costs of review of the application, including staff and consulting time. II. Staff Workload Impact: Staff time for review of application included Community Development and Engineering staff, estimated at 8 hours in total. III. Comprehensive Plan Impact: The Monticello 2040 Vision + Plan states a goal for "Successful Commercial Centers and Corridors" that "can adapt over time and provide a place for shopping, services, civic activities, entertainment, and arts and culture." This development proposal supports the full build -out of the Union Crossings commercial area. PLANNING COMMISSION REVIEW AND RECOMMENDATION The Planning Commission reviewed the proposed ordinance and held a public hearing on the item during its regular meeting on May 7, 2024. During their discussion, the Commission noted the site user will need to address storage or removal of snow given the spacing between the parking and drive aisle on the east property line. Applicant representative Mike Gilbert addressed the Commission, making himself available for any questions of the Commission or public. No other members of the public were present to address the Commission on the item. The Commission had no other questions or comments for the applicant. Following discussion and hearing, the Commission recommended approval of the amendment to the CUP for the PUD unanimously. STAFF RECOMMENDED ACTION Staff recommends approval of the amendment to CUP for PUD with the Conditions listed in Exhibit Z. The use is consistent with the original development plans for the plat and PUD of Union Crossings. SUPPORTING DATA A. Resolution PC-2024-15 City Council Agenda: 5/28/2024 B. Aerial Site Image C. Applicant Narrative D. Site Plan Based on the Certificate of Survey E. Civil Plan Set, Dated April 25, 2024 F. Architectural Plan Set, Dated April 2, 2024 G. Union Crossings Overall Site Plan, Dated April 14, 2005 H. Union Crossings Sign Plan I. Engineer's Comment Letter, Dated April 30, 2024 Z. Conditions of Approval EXHIBIT Z CONDITIONS OF APPROVAL AMENDMENT TO A CONDITIONAL USE PERMIT PLANNED UNIT DEVELOPMENT RESTAURANT WITH DRIVE-THRU IN THE B-4 DISTRICT LOT 2, BLOCK 1, UNION CROSSINGS 2No ADDITION PI D: 155-205-001020 1. The plans are revised to add a row of small trees or shrubs in the planting boundary along the east side of the property. 2. Extend the median separating the drive-thru lane to discourage entering traffic from creating conflicts with circulating traffic. 3. The project is constructed per the plans provided, with incorporation of the recommendations made by the Planning Commission and the staff report. 4. The applicants paint exterior mechanical and related components (particularly on the north side of the building) to match the base wall material colors. 5. Signage and other components related to the project meet all requirements of the Union Crossing Planned Unit Development and zoning requirements as applicable and are subject to permitting as required. 6. Comments of the City Engineer per letter dated April 30, 2024 7. Comments and recommendations of other Staff and the Planning Commission. CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-15 RECOMMENDING APPROVAL OF AN AMENDMENT TO A CONDITIONAL USE PERMIT FOR A PLANNED UNIT DEVELOPMENT FOR A RESTAURANT WITH DRIVE-THRU IN A B-4, REGIONAL BUSINESS DISTRICT LEGAL: LOT 2, BLOCK 1, UNION CROSSINGS 2ND ADDITION PI D: 155-205-001020 WHEREAS, the applicant has submitted a request to amend an existing Conditional Use Permit for a Planned Unit Development (PUD) to establish a restaurant with drive-thru on a vacant parcel; and WHEREAS, the approved PUD anticipates a variety of commercial uses, including dining establishments; and WHEREAS, the proposed use would have impacts on the site and PUD that were planned for as a part of the original PUD approval; and WHEREAS, the site is zoned Regional Business (B-4), which allows drive-thru facilities as an accessory use by Conditional Use Permit; and WHEREAS, the use would continue to be consistent with the long-term land use plan for the City and the location, including the designation of the site for "Regional Commercial" uses; and WHEREAS, the applicants have provided materials documenting that the proposed use facilitate long-term use of the site and PUD for commercial uses; and WHEREAS, the applicants have provided materials documenting that the proposed use will comply with the terms and standards of the zoning ordinance with the recommendations approved by the Planning Commission; and WHEREAS, the Planning Commission held a public hearing on May 71h, 2024 on the application and the applicant and members of the public were provided the opportunity to present information to the Planning Commission; and WHEREAS, the Planning Commission has considered all of the comments and the staff report, which are incorporated by reference into the resolution; and WHEREAS, the Planning Commission of the City of Monticello makes the following Findings of Fact in relation to the recommendation of approval: CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-15 1. The applicant has provided plans demonstrating that the proposed facility will be in compliance with the standards for drive -through restaurant facilities found in the zoning ordinance and original PUD approvals. 2. The applicant has provided plans demonstrating that the use will improve long- term use of the site for commercial uses. 3. The proposed facility is not expected to create traffic impacts for adjoining public and private roadways in the area. 4. The operation of the business will not create noise, odors, visual impacts, or other noticeable impacts on the property or the neighborhood beyond those expected for allowed uses in the zoning district. 5. The use will improve convenience to customers and to the public, consistent with the City's economic development objectives for commercial property. NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of Monticello, Minnesota, that the Planning Commission hereby recommends that the Monticello City Council approve the amendment to the Conditional Use Permit for PUD for drive -through facilities, subject to the conditions identified in Exhibit Z of the Staff report, as listed below: 1. The plans are revised to add a row of small trees or shrubs in the planting boundary along the east side of the property. 2. Extend the median separating the drive-thru lane to discourage entering traffic from creating conflicts with circulating traffic. 3. The project is constructed per the plans provided, with incorporation of the recommendations made by the Planning Commission and the staff report. 4. The applicants paint exterior mechanical and related components (particularly on the north side of the building) to match the base wall material colors. 5. Signage and other components related to the project meet all requirements of the Union Crossing Planned Unit Development and zoning requirements as applicable and are subject to permitting as required. 6. Comments of the City Engineer per letter dated April 30, 2024. 7. Comments and recommendations of other Staff and the Planning Commission. ADOPTED this 7th day of May, 2024 by the Planning Commission of the City of Monticello, Minnesota. MONTiCELLO P�NNING COMMISSION By: Paul Konsor, Chair 2 CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-15 ATTEST: Angela Schujn�nh,'Gpmmunity Development Director Consideration of an Amendment to a Conditional Use Permit for Planned Unit Development Legal: Lot 2, Block 1, Union Crossings 2nd Addition; PID: 155-205-001020 Created by: City of Monticello aw \TM �► 4r&ZC 4r& � t 455999444100 A. ti.. .� 155;17,8001010. k_ ti r c 155205001010 lk uk 12701 Whitewater Drive, Suite 300 Minnetonka, MN 55343 main (952)937-5150 fax (952)937-5822 MEMORANDUM Date: April 8, 2024 Re: Monticello Panera Development File 0045058.00 To: Community Development From: Adam Wangsness CA Commercial Development is pleased to present the attached materials in support of a Land Use Application for a proposed Panera Bread restaurant located at the northwest corner of E 7th St and Fenning Ave in Monticello, MN. As a part of the development, a driveway will be constructed to connect the proposed parking lot to the existing access drives for the Target development. The proposed building is approximately 2,400 square feet, with 28 standard parking spaces, 2 ADA parking spaces, 3 mobile order pickup spaces, and 6 vehicle stacking spaces. The 6 standard stalls at the northwest corner of the proposed parking lot will be used for employee parking. Following entitlement approvals and property acquisition, we anticipate an immediate start to construction, with the goal of opening in late 2024. westwood ps.conn TBPLS Firm No. 10074302 (888) 937-5150 6 SITE INFORMATION N/F. RCG-MONTCELLO OP LLC, A GEORGIA LIMITED LIABILITY COMPANY LOT 2, BLOCK 1, UNION CROSSINGS SECOND ADDITION LOCATED IN: SECTION 13, TOWNSHIP 121 NORTH, RANGE 25 WEST APN: 155205001020 40,602 ± SQUARE FEET, OR 0.932 ± ACRES TITLE COMMITMENT INFORMATION THE PROPERTY HEREON DESCRIBED IS THE SAME PROPERTY AS DESCRIBED IN FIRST AMERICAN TITLE INSURANCE COMPANY, TITLE COMMITMENT #NCS-1167167A-ATL, DATED JANUARY 30, 2024 AT 7:30 AM. SCHEDULE A DESCRIPTION REAL PROPERTY IN THE CITY OF MONTICELLO, COUNTY OF WRIGHT, STATE OF MINNESOTA, DESCRIBED AS FOLLOWS: LOT 2, BLOCK 1, UNION CROSSINGS SECOND ADDITION, WRIGHT COUNTY, MINNESOTA. (TORRENS PROPERTY, CERTIFICATE OF TITLE NO. 8305.0) PARKING INFORMATION NO STRIPED PARKING OBSERVED AT THE TIME OF ALTA/NSPS SURVEY. FLOOD ZONE INFORMATION BY GRAPHIC PLOTTING ONLY, THIS PROPERTY IS IN ZONE "X" OF THE FLOOD INSURANCE RATE MAP, COMMUNITY PANEL NO. 2705410005B, WHICH BEARS AN EFFECTIVE DATE OF 1110111979 AND IS NOT IN A SPECIAL FLOOD HAZARD AREA. ZONE 'X" - AREA OF MINIMAL FLOOD HAZARD, USUALLY DEPICTED ON FIRMS AS ABOVE THE 500-YEAR FLOOD LEVEL. ZONE 'X" IS THE AREA DETERMINED TO BE OUTSIDE THE 500-YEAR FLOOD AND PROTECTED BY LEVEE FROM 100-YEAR FLOOD. BASIS OF BEARING THE BASIS OF BEARING OF THIS SURVEY IS GRID NORTH BASED ON THE EAST LINE OF THE SUBJECT PROPERTY. THE BEARING IS DENOTED AS S 11 °43'51 " W PER GPS COORDINATE OBSERVATIONS MINNESOTA STATE PLANE, SOUTH ZONE NAD83. LATITUDE = 45'1734.7738" LONGITUDE =-93°46'18.3008" CONVERGENCE ANGLE = 00°09'35.9518" UTILITY INFORMATION THE UTILITIES SHOWN ON THIS DRAWING HEREON HAVE BEEN LOCATED BY FIELD MEASUREMENTS UTILITY MAP DRAWINGS, PRIVATE UTILITY LOCATE PERFORMED BY BLEW & ASSOCIATES ON FEBRUARY 5 2024 AND MINNESOTA 811 DIG UTILITY LOCATE REQUEST. BLEW AND ASSOCIATES MAKES NO WARRANTY TO THE EXACT LOCATION OF ANY UNDERGROUND UTILITIES SHOWN OR NOT SHOWN ON THIS DRAWING. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO VERIFY ANY AND ALL UTILITIES PRIOR TO CONSTRUCTION. TICKET NUMBER: 240170972 COMPANY: CONTACT: AT&T TRANSMISSION 866-460-6324 TDS TELECOM 763-682-3514 CHARTER COMMUNICATIONS 800-778-9140 FIBERNET 763-314-0113 MONTICELLO SANITARY SEWER 763-295-3170 CENTER POINT ENERGY 608-223-2014 MNDOT 651-366-5750 MONTICELLO SCHOOL DIST 882 763-238-6009 TDS METROCOM 763-682-3514 XCEL ENERGY 800-848-7558 ZONING INFORMA TION PROPERTY IS CURRENTLY ZONED: AWAITING ZONING REPORT ITEM REQUIRED OBSERVED PERMITTED USE VACANT LAND MIN. SETBACKS FRONT N/A MIN. SETBACKS SIDE N/A MIN. SETBACKS REAR N/A MAX. BUILDING HEIGHT N/A MIN. LOT AREA 40,602 SQ. FEET± MIN. LOT WIDTH 33.16' MAX. BLDG COVERAGE N/A PARKING REGULAR N/A PARKING HANDICAP N/A PARKING TOTAL N/A PARKING INFORMATION: SIGNIFICANT OBSERVATIONS _ UNDERGROUND TELEVISION LINE APPEARS TO EXTEND OUTSIDE OF EASEMENT AREA DESCRIBED IN DOC NOS. 23745 & 25683 BYAS MUCH AS 21.6'. Q- UNDERGROUND FIBER OPTIC LINE APPEARS TO EXTEND OUTSIDE OF EASEMENT AREA DESCRIBED IN DOC NOS. 23745 & 25683 BYAS MUCH AS 8.4'. Q- UNDERGROUND TELEPHONE LINE APPEARS TO EXTEND OUTSIDE OF EASEMENT AREA DESCRIBED IN DOC NOS. 23745 & 25683 BYAS MUCH AS 9.9'. UNDERGROUND ELECTRIC LINE APPEARS TO EXTEND OUTSIDE OF EASEMENT D AREA DESCRIBED IN DOC NOS. 23745 & 25683 BYAS MUCH AS 6.01. Q- UNDERGROUND STORM DRAINAGE LINE APPEARS TO EXTEND INTO SUBJECT PROPERTY BYAS MUCH AS 27.6' WITHOUT THE BENEFIT OF AN EASEMENT. NOTES CORRESPONDING TO SCHEDULE B 12 - UTILITY AND DRAINAGE EASEMENTS AS SHOWN ON THE PLAT OF UNION CROSSINGS RECORDED JULY 29, 2005, AS DOCUMENT NO. 23745. (AFFECTS, PLOTTED AS SHOWN) 13 - TERMS AND CONDITIONS OF THE DEVELOPMENT CONTRACT AND PLANNED UNIT DEVELOPMENT AGREEMENT, BETWEEN THE CITY OF MONTICELLO, A MINNESOTA MUNICIPAL CORPORATION, AND RYAN COMPANIES US, INC., A MINNESOTA CORPORATION, DATED JULY 5, 2005, RECORDED JULY 29, 2005, AS DOCUMENT NO. T23746, AS AMENDED BY THE AMENDMENT TO DEVELOPMENT CONTRACT AND PLANNED UNIT DEVELOPMENT AGREEMENT, DATED MAY 22, 2014, RECORDED JUNE 26, 2014, AS DOCUMENT NO. T30529. (AFFECTS, BLANKET IN NATURE) 14 - TERMS AND CONDITIONS, INCLUDING EASEMENTS AND ASSESSMENTS, AS CONTAINED IN THE FOLLOWING OPERATION AND EASEMENT AGREEMENT AND RELATED DOCUMENTS: - OPERATION AND EASEMENT AGREEMENT, BETWEEN TARGET CORPORATION, A MINNESOTA CORPORATION, HOME DEPOT U.S.A., INC., A DELA WARE CORPORATION, AND RYAN COMPANIES US, INC., A MINNESOTA CORPORATION, DATED JULY 5, 2005, RECORDED JULY 29, 2005, AS DOCUMENT NO. T23751,- (AFFECTS, APPROXIMATE LOCATION SHOWN HEREON) 146 - FIRST AMENDMENT TO OPERATION AND EASEMENT AGREEMENT, DATED NOVEMBER 7, 2007, RECORDED DECEMBER 27, 2007, AS DOCUMENT NO. T26013; (AFFECTS, APPROXIMATE LOCATION SHOWN HEREON) 14 - SECOND AMENDMENT TO OPERATION AND EASEMENT AGREEMENT, DATED JUNE 5, 2008, RECORDED JULY 28, 2008, AS DOCUMENT NO. T26476, (AFFECTS, APPROXIMATE LOCATION SHOWN HEREON) 4D - DECLARATION OF ALLOCATION OF COMMON AREA MAINTENANCE COSTS AND ADMINISTRATION FEE, DATED MAY 31, 2011, RECORDED JUNE 21, 2011, AS DOCUMENT NO. T28434; (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 14E - DECLARATION OF ALLOCATION OF COMMON AREA MAINTENANCE COSTS AND ADMINISTRATION FEE, DATED MAY 31, 2011, RECORDED JUNE 21, 2011, AS DOCUMENT NO. T28435; (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 14F - ASSIGNMENT OF APPROVING PARTY STATUS, FROM RYAN COMPANIES US, INC., TO AX TC RETAIL L.P., DATED DECEMBER 31, 2014, RECORDED OCTOBER 20, 2015, AS DOCUMENT NO. T31168; (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) - THIRD AMENDMENT TO OPERATION AND EASEMENT AGREEMENT, DATED JULY 24, 2015, RECORDED OCTOBER 20, 2015, AS DOCUMENT NO. T31169. (AFFECTS, APPROXIMATE LOCATION SHOWN HEREON) - ASSIGNMENT OF APPROVING PARTY STATUS, FROM AX TC RETAIL L.P., A DELAWARE LIMITED PARTNERSHIP TO RCG-MONTICELLO MN, LLC, A GEORGIA LIMITED LIABILITY COMPANY DATED DECEMBER 19, 2019, RECORDED JANUARY 30, 2020, AS DOCUMENT NO. T33857. (DOES NOT AFFECT, AFFECTS LOT 1, BLOCK 1 OF UNION CROSSINGS SECOND ADDITION) DECLARATION OF ALLOCATION OF COMMON AREA MAINTENANCE COSTS AND 41 - ADMINISTRATION FEE, DATED DECEMBER 31, 2014, RECORDED JANUARY 23, 2015, AS DOCUMENT NO. T30827. (DOES NOT AFFECT, AFFECTS LOTS 1 & 2, BLOCK 1 OF UNION CROSSINGS SIXTH ADDITION) O- EASEMENT FOR SIDEWALK PURPOSES IN FAVOR OF THE CITY OF MONTICELLO, A 15 MINNESOTA MUNICIPAL CORPORATION, AS CONTAINED IN THE EASEMENT, DATED MARCH 23, 2006, RECORDED MAY 11, 2006, AS DOCUMENT NO. T24626. (AFFECTS, PLOTTED AS SHOWN) 16 - UTILITYAND DRAINAGE EASEMENTS AS SHOWN ON THE PLAT OF UNION CROSSINGS SECOND ADDITION RECORDED JUNE 25, 2007, AS DOCUMENT NO. 25683. (AFFECTS, PLOTTED AS SHOWN) 17 - TERM AND CONDITIONS, INCLUDING USE RESTRICTIONS, AS CONTAINED IN THE DECLARATION OF RESTRICTIVE COVENANTS, DATED NOVEMBER 21, 2007, RECORDED JANUARY 23, 2008, AS DOCUMENT NO. T26083. (AFFECTS, BLANKET IN NATURE) 18 - TERMS AND CONDITIONS, INCLUDING USE RESTRICTIONS, AS CONTAINED IN THE DECLARATION OF RESTRICTIVE COVENANTS, DATED MARCH 25, 2008, RECORDED APRIL 18, 2008, AS DOCUMENT NO. T26295. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 19 - TERMS AND CONDITIONS, INCLUDING USE RESTRICTIONS, AS CONTAINED IN THE DECLARATION OF RESTRICTIVE COVENANTS AND PROHIBITED USES, DATED DECEMBER 31, 2014, RECORDED JANUARY 23, 2015, AS DOCUMENT NO. T30826. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 20 - SUBJECT TO A LIMITATION OF RIGHT OF ACCESS TO INTERSTATE HIGHWAY 94 AS RECORDED IN DOCUMENT NO. 266152, AND BY FINAL CERTIFICATE RECORDED AS DOCUMENT NO. 287159 SHOWN AS A RECITAL ON THE CERTIFICATE OF TITLE. (AFFECTS, BLANKET IN NATURE) 21 - CONDITIONS CONTAINED IN ORDER # 07-033 GRANTING CONDITIONAL USE PERMIT, BY THE CITY OF MONTICELLO, RECORDED DECEMBER 17, 2008, AS DOCUMENT NO. T26736. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 22 - TERMS AND CONDITIONS, INCLUDING USE RESTRICTIONS, AS CONTAINED IN RESTRICTIVE COVENANT, DATED APRIL 2, 2008, RECORDED JULY 28, 2008, AS DOCUMENT NO. T26477. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) O- MORTGAGE, ASSIGNMENT OF RENTS AND LEASES AND SECURITY AGREEMENT 23 EXECUTED BY RCG-MONTICELLO MN, LLC, A GEORGIA LIMITED LIABILITY COMPANY TO CIBC BANK USA, AN ILLINOIS STATE CHARTERED BANK, DATED DECEMBER 19, 2019, RECORDED JANUARY 30, 2020, AS DOCUMENT NO. T33858. SECURING THE ORIGINAL AMOUNT OF $26,426,250.00, AND ANY OTHER AMOUNTS WHICH MAY BECOME DUE AND PAYABLE UNDER THE TERMS THEREOF. (COVERS ADDITIONAL LAND) ABOVE MORTGAGE, ASSIGNMENT OF RENTS AND LEASES AND SECURITY AGREEMENT WAS MODIFIED BY MODIFICATION OF MORTGAGE, ASSIGNMENT OF RENTS AND LEASES AND SECURITY AGREEMENT, DATED JANUARY 20, 2023, RECORDED FEBRUARY 7, 2023, AS DOCUMENT NO. T36560. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 24 - ASSIGNMENT OF LEASES, RENTS AND PROFITS EXECUTED BY RCG-MONTICELLO MN, LLC, A GEORGIA LIMITED LIABILITY COMPANY, AS ASSIGNOR, TO CIBC BANK USA, AN ILLINOIS STATE CHARTERED BANK ASSIGNEE, DATED DECEMBER 19, 2019, RECORDED JANUARY 30, 2020 AS DOCUMENT NO. T33859. (COVERS ADDITIONAL LAND) ABOVE ASSIGNMENT OF LEASES, RENTS AND PROFITS WAS MODIFIED BY MODIFICATION OF ASSIGNMENT OF LEASES, RENTS AND PROFITS, DATED JANUARY 20, 2023, RECORDED FEBRUARY 7, 2023, AS DOCUMENT NO. T36561. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 25 - A FINANCING STATEMENT RECORDED JANUARY 30, 2020, AS DOCUMENT NO. T33860, BETWEEN RCG MONTICELLO MN, LLC, DEBTOR, AND CIBC BANK USA, SECURED PARTY. (COVERS ADDITIONAL LAND) AMENDED BY UCC FINANCING STATEMENT AMENDMENT RECORDED FEBRUARY 7, 2023, AS DOCUMENT NO. T36562. (AFFECTS, CONTAINS NO PLOTTABLE EASEMENT ITEMS) 26 - TERMS AND CONDITIONS OF AND EASEMENTS AS CONTAINED IN DECLARATION OF RESTRICTIVE COVENANTS AND EASEMENT AGREEMENT DATED OCTOBER 13, 2023, RECORDED DECEMBER 18, 2023, AS DOCUMENT NO. T37089. (AFFECTS, BLANKET IN NATURE) ALTAINSPS LAND TITLE SURVEY N GENERAL NOTES LOT 2, BLOCK 1, UNION CROSSINGS SECOND ADDITION 1. SOME FEATURES SHOWN ON THIS PLAT MAYBE SHOWN OUT OF SCALE FOR CLARITY. LOCATED IN: SECTION 13, TOWNSHIP 121 NORTH, RANGE 25 WEST W ` A 2. DIMENSIONS THIS PLAT ARE EXPRESSED IN FEET AND DECIMAL PARTS THEREOF E UNLESS OTHERWISE NOTED. MONUMENTS WERE FOUND AT POINTS WHERE INDICATED. MONTICELLO. WRIGHT COUNTY, MINNESOTA 55362 / 3. IN REGARD TO ALTA/NSPS TABLE ITEM 16, THERE WAS NO OBSERVABLE EVIDENCE OF RECENT EARTH MOVING WORK, BUILDING CONSTRUCTION OR ADDITIONS EXCEPT AS SHOWN HEREON. 4. IN REGARD TO ALTA/NSPS TABLE A ITEM 17, THERE WERE NO KNOWN PROPOSED s CHANGES IN RIGHT OF WAY LINES, RECENT STREET OR SIDEWALK CONSTRUCTION OR INVERT INFORMATION REPAIRS EXCEPT AS SHOWN HEREON. SCALE: 1" = 30' GRAPHIC SCALE 5. AT THE TIME OF THEALTA/NSPS SURVEY, THERE WAS NO OBSERVABLE EVIDENCE OF SEWER MANHOLES CURB INLETS CURB INLETS CURB INLETS SITE USE AS A SOLID WASTE DUMP, SUMP, OR SANITARY LANDFILL. SMH-1 CI-1 CI-6 CI-12 TEMPORARY 0 15' 30' 60' 6. AT THE TIME OF THEALTA/NSPS SURVEY, THERE WAS NO OBSERVABLE EVIDENCE OF RIM ELEVATION: 957.52' RIM ELEVATION: 955.62' RIM ELEVATION: 962.09' RIM ELEVATION: 960.32' SITE USE AS A CEMETERY, ISOLATED GRAVE SITE OR BURIAL GROUNDS. INVERT N (6" PVC): 942. V INVERT N (12" HDPE): 951.6' INVERT NW (24" RCP): 949.6' INVERT NW (36" HDPE): 943.3' BENCHMARK INFORMATION INVERT N (DROP PIPE - INVERT SE (15" HDPE): 951.5' INVERTS (24" RCP): 949.6' INVERT E (12" HDPE): 952.9' 7. COMPLETED FIELD WORK WAS FEBRUARY 06, 2024. NO FLOW) (6" PVC): 946.3' INVERT SE (36" HDPE): 943.1' TBM-1 INVERT E (6" PVC): 941.8' CI-2 CI-7 TYPE: SET 5/8" CAPPED REBAR "CONTROL" 8. THE DISTANCES SHOWN HEREON ARE UNITS OF GROUND MEASUREMENT. INVERTS (PLUGGED - RIM ELEVATION: 955.89' RIM ELEVATION: 962.62' CI-13 NORTHING: 1164082.24 NO FLOW) (6" PVC): 942.0' INVERT NW (15" HDPE): 951.0' INVERT NE (24" RCP): 948.8' RIM ELEVATION: 960.26' EASTING: 2683410.34 9. THE NEAREST INTERSECTING STREET IS THE INTERSECTION OF EAST 7TH STREET AND INVERT S (DROP PIPE - INVERT S (24" HDPE): 950.4' INVERTS (24" RCP): 948.8' INVERT W (12" HDPE): 956.6' ELEVATION: 957.09' FENNING AVENUE, WHICH IS APPROXIMATELY 210' FROM THE SOUTHEAST CORNER OF NO FLOW) (6" PVC): 947.2' INVERT NE (15" HDPE): 950.9' THE SUBJECT PROPERTY. INVERT W (6" PVC): 941.7' CI-8 CI-14 TBM-2 CI-3 RIM ELEVATION: 955.29 RIM ELEVATION: 960.93' TYPE: SET 5/8" CAPPED REBAR "CONTROL" 10. THE SUBJECT PROPERTY HAS INDIRECT ACCESS VIA A PERMANENT ACCESS DRIVE SMH-2 RIM ELEVATION: 956.29' INVERT NE (30" HDPE): 945.6' INVERT NW (36" RCP): 943. V NORTHING: 1164068.37 DESCRIBED IN DOCUMENT NOS. T23751, T26013, T26476 AND T31169 TO EAST 7TH RIM ELEVATION: 956.74' INVERT NE (24" RCP): 950.1' INVERT NW (4" PVC): 950.4' INVERT S (36" RCP): 943.1' EASTING: 2683308.73 STREET, BEING A PUBLICLY DEDICATED RIGHT-OF-WAY. INVERT W (6" PVC): 947.0' INVERTS (24" RCP): 950. V INVERT SW (30" HDPE): 945.5' ELEVATION: 956.80' INVERTS (6" PVC): 947.0' CI-15 11. EXCEPT AS SPECIFICALLY STATED OR SHOWN ON THIS PLAT, THIS SURVEY DOES NOT CI-4 CI-9 RIM ELEVATION: 961.43' CURVE TABLE PURPORT TO REFLECT ANY OF THE FOLLOWING WHICH MAY BE APPLICABLE TO THE SMH-3 RIM ELEVATION: 958.12' RIM ELEVATION: 955.93' INVERT N (36" RCP): 943.0' SUBJECT PROPERTY. EASEMENTS, OTHER THAN POSSIBLE EASEMENTS WHICH WERE RIM ELEVATION: 956.67' INVERT N (24" RCP): 950.0' INVERT NE (30" HDPE): 944.8' INVERT S (36" RCP): 942.9' VISIBLE AT THE TIME OF SURVEY; RESTRICTIVE COVENANTS; SUBDIVISION INVERT N (6" PVC): 947.3' INVERT SE (24" RCP): 950.0' INVERT NW (36" HDPE): 944.6' CURVE RADIUS ARC LENGTH CHORD LENGTH CHORD BEARING DELTA ANGLE RESTRICTIONS OR OTHER LAND USE REGULATIONS; AND ANY OTHER FACTS WHICH AN INVERTS (6" PVC): 947.3' GRATED INLETS C1(M) 1300.00' 162.64' 162.53' N 83°05'27" W 7°10'05" ACCURATE TITLE SEARCH MAY DISCLOSE. CI-5 CI-10 Cl(R) 1300.00' 162.64' N/A N84°33'13"W 7°10'06" RIM ELEVATION: 960.27' RIM ELEVATION: 956.00' GI-1 C2(M) 115.00' 48.52' 48.16' N24°45'01 "E 24°10'26" 12. NO SURVEYOR OR ANY OTHER PERSON OTHER THAN A LICENSED MINNESOTA INVERT NW (24" RCP): 949.7' INVERT SE (36" HDPE): 944.2' RIM ELEVATION: 956.11' C2(R) 115.00' 48.52' N/A N/A 24°10'31ATTORNEY MAY PROVIDE LEGAL ADVICE CONCERNING THE STATUS OF TITLE TO THE " INVERT E (15" HDPE): 951.6' INVERT SW (36" HDPE): 944.1' INVERT N (24"RCP): 950.2' PROPERTY DESCRIBED IN THIS SURVEY ("THE SUBJECT PROPERTY'). THE PURPOSE OF INVERT SE (24" RCP): 949.7' INVERT SW (24" RCP): 950.1C3(M) 1300.00' 68.12' 68.11' S 88'10'34" E 3°00'08" THIS SURVEY, AND THE COMMENTS RELATED TO THE SCHEDULE B-11 EXCEPTIONS, IS CI-11 ONLY TO SHOW THE LOCATION OF BOUNDARIES AND PHYSICAL OBJECTIONS IN RIM ELEVATION: 954.85' RELATION THERETO. TO THE EXTENT THAT THE SURVEY INDICATES THAT THE LEGAL INVERT NE (36" HDPE): 944.0' INSTRUMENT 'AFFECTS" THE SUBJECT PROPERTY, SUCH STATEMENT IS ONLY INTENDED INVERT E (15" HDPE): 945.4' TO INDICATE THAT PROPERTY BOUNDARIES INCLUDED IN SUCH INSTRUMENT INCLUDE INVERT SE (36" HDPE): 943.9' SOME OR ALL OF THE SUBJECT PROPERTY. THE SURVEYOR DOES NOT PURPORT TO �< DESCRIBE HOW SUCH INSTRUMENT AFFECTS THE SUBJECT PROPERTY OR THE eoo ss� / ENFORCEABILITY OR LEGAL CONSEQUENCES OF SUCH INSTRUMENT. NG hh /40 12 16 20' DRAINAGE AND 13. NAMES AND ADDRESSES OF ADJOINING PROPERTY OWNERS WERE TAKEN FROM es"'' s�o• '9ss 9hh' WRIGHT COUNTY GIS. CI-8 ss �' UTILITY EASEMENT \ ' 3 \ s yo O 14. THE SUBJECT PROPERTY SHOWN HEREON FORMS A MATHEMATICALLY CLOSED FIGURE FL:956.3 c DOC NO. 23745; 16 �. 'ti o e�c9ss � hh' �• 'O<. DOC NO. 25683 AND IS CONTIGUOUS WITH THE ADJOINING PUBLIC RIGHT-OF-WAYAND/OR ADJOINING ASPHALT x TA:956.4' I o� 9s DRAINAGE AND PARCELS WITH NO GAPS OR OVERLAPS. UTILITY EASEMENT � �� 1 � O G 5 DOC NO. 25683 � 15. IN REGARD TO ALTA/NSPS TABLE A ITEM 10 NO VISIBLE DIVISION OR PARTY WALLS WITH T \ / NG N/F RCG-MONTICELLO MN LLC RESPECT TO ADJOINING PROPERTIES WERE OBSERVED AT THE TIME THE FIELD SURVEY O,� 6 TBM-1 yo v� �0 1523E 7TH ST WAS PERFORMED, NOR WERE ANY DESIGNATED BY THE CLIENT. 0hh x MONTICELLO, MN 55362 ©� ss ss NG FOUND 1/2" CAPPED 4 TA:956.4' sss _ 957'. ah� APN: 155205001010 16. A PRIVATE UTILITY LOCATE WAS COMPLETED BY BLEW & ASSOCIATES ON FEBRUARY 5, REBAR "RLS 45873" SS Phti 90 2024. Ss ss � TBM-2 rA: s.s' � � A � SS SS 17. NO BUILDINGS OBSERVED ON THE SUBJECT PROPERTYAT THE TIME OF SURVEY ss s 9 .Asp s X sa• 10.0' DRAINAGE AND TO CI-10 ss gy6" o UTILITY EASEMENT 1p&i I'C 18. ELEVATIONS ESTABLISHED WITH GPS STATIC OBSERVATIONS UTILIZING ONLINE / h6. \ NG DOC NO. 25683 ELF POSITIONING USER SERVICE (OPUS) FOR POST PROCESSING WITH ORIGINATING a Y hh^ so �P. ss JGe ` 9se MH-3 O so BENCHMARK PID Q00993, VERTICAL DATUM BASED UPON NORTH AMERICAN VERTICAL a hh o e• / 6.4' '' DATUM (NAVD88) IN US SURVEY FEET. CONTOURS SHOWN ARE AT ONE FOOT INTERVALS. �b \ so FOUND 112" CAPPED BENCHMARK ID: Q00993 s REBAR "RLS 45873" PUBLISHED ELEVATION: 957.34' CI-9 so o MONUMENT DESCRIPTION: AZIMUTH MARK DISK SET IN TOP OF CONCRETE MONUMENT, NG:956.4' s ss�•. o NG d STAMPED "BAUER AZ MK 1963" °j O �9 ' p. _ .'95 � \ 1' 0006 0 �,V P96 �� Kcal G:956.4' c :956.T o X �h PERMANENT ACCESS DRIVE 5 G g°� �� oo' / X NG:95iS.5' g56 8' 9\ w� APPROXIMATE LOCATION o e �ti' JG XNG:956.5' / wLTa9 6. POTENTIAL �• ti XN 957. � 6. 0 DOC. NO. T23751; DOC NO. T26013; o/ �� /� �.�` "�'sc� N78 2326„ o CI-2 / / W wL POTENTIAL BLIND DOC NO. T26476; DOC NO. T31169 / / h �,41 NG:957. 78 20'42,. 33 16(tij TA:s e5� Iry �J / /S 1 c W 33 ) 5 4' TRANSITION FROM °h x� XNG:95i.4� 7' ASPHALT _ C/4 NG:956.8' s HDPE TO RCP y0 / T 5 °h G 56.7' I 'o �S �iCT N/F TARGET CORPORATION h � d _ NG:9 _ _XN2�:957.1' m o A:956.6• 1' / 6' O -957'- �� D b FLC:956.'7' 1447E 7TH ST / �h� h� Ah J / XNG:95fr9' \ / NG : -`C _ BOC:956.7' ss_ ss Ci. h• / �,• G XNG:957.1' NG: 2'X N .956.6' rn Q � MONTICELLO, MN 55362 yo o ah/ �P' Fro / / XNG:957.2' c� �, GI-1 ss � ss APN: 155178001010/ j k'? �� / I XNG:957.2' p NG:k7.0' CI-3 Sa ss ss 4)I NV957. ' XNG:957.1' 21.6' ° 1 �( 957' sD XNG:957.2' NG.'957.0 SMH-2---'T XNG:957.5' / I \ ING:957.5' 9S� FL:95.9•- ^ J XNG:956.9' CI-11 �� SET 5/8" CAPPED - - - XNG:957.0' x a NG F� 957 REBAR "ROLLSTON / -957,_ XNG:95"-- a \b �XNG:958.3' BOC9576' o MN LS 60382" XNG:957.2' \ / XNG:957.2' W 1 'Q Ah� X NG:957.7' I 4 / O Vy 4l, XNG:957.2' XNG:957.9' 7 ' hQ ASPHALT he /J XNG:957.2' NG:958.1 x� / Ql 1 N BpC9 578, ^ GI957.9' XNG:957.5' w ° 589 rnv J� / I 9? � g58^ 4 XNG:957.7' // I I W' COrno h' 1 \ i XNG:958.0' \ XNG:957.6' m`w 9? � \ NG � � o � • a� ` XNG:957.8' NG:958.2) 14 NG - J �� m U G 958.3' \ -/ XNG:958.3' W mo4� I XNG:958.4' 958- - Q N w Q o' a N/F 7TH STREET EAST LLC NG:958.6-,X rn Q ro a� X �� O XNG:958.4' ^'h I (MAILING): 41 GLEN DR MILL VALLEY, CA 94941 U4 / 959' - 4 0' o o , X NG:958.3' / ' Q j APN: 155205001030 / m W NG:9958.5' CO 1 N rn C1-4 /l W �'> m N F R -M NTI ELL P LL 1 \95 / CG O C O O C/XNG:959.1' I p 12 16 �. w' 9 LOT 2, BLOCK 1, UNION " o XNG:959.4' 6.0' DRAINAGE AND CROSSINGS SECOND ADDITION NG:959.2' Q _ UTILITY EASEMENT 12 16 x rn o I / DOC NO. 25683 �o o- 1 rn 1 h rnh DOC NO. 23745; 60„ 9r `b x 40,602 SQ. FEET± h ` 6'DRAINAGEAND g X= Ci� h w NG:959.4' W l �ti OVy DOC NO. 25683 o° � ^ N 0.932 ACRES± 7 h� 4b UTILITY EASEMENT / ha APN: 155205001020 DOC NO. 23745; \, U, o gTiG. so.1' DOC NO. 25683 m I XNG:960.2' NG NG:s5s. CI-13 , % ° 01�I _ _ - - / XNG:960.4' �l so �� IK I XNG:960.1 ` _ J �g60'" / I o so�m� o �� l NG SET MAG-NAIL ° o' ;1 XNG:960.2' m NEA �J WITH WASHER STAMPED m4 x m�, so CI-12 IU ° XNG:960.8' NG:961.5' I I "FRIG ROLLSTON MN 60382" o �� x N sso.a' �j " oto� XNG:960.7' NG:961.3' ° ` (p �p NG o rn rng m �gg1' X 0 1 Q FL:96@9' m �� \ O° XNG:960.8'- NG:961.7'X ^ Ql 8 1.3' �m NG:96. 61. �C 2 J 9 960.T / XNG:961.4' Q _ _ 8.4'-JG:962�0' O 3 j W s° E � C/-5 6A° 5 ACCESS ep . NG: 91' N i E4g6p3 CC 96' FL.'9601-1 FOP 2 XNG:961.9' C ow ��. XTA:960.6' '>C�4: 0.9' F GP s NG:961.2' _ -962'- _ _ 962. �� m SD o _ FL: 5960._ I Ec.'960.0• ASPHALT R/W s - - - - - - NG NG:-_x T1- NG, t ° L i _ 960' - F G rO TL 9 FOP S BT- BTL - BTL : TA 960 EA: EC.'960.4' � S° OP �S GAS '� .- BTL � BTL �P�� F�=-= �� 3' 961 FOUND 112" CAPPED X 4 9 EC.960.6, 0P NG:962.5' GAS GAS G GAS 962.0'� �EC:96>. �1 Fov-_�� NG:96 . oP'C_ 962'-so- - REBAR "RLS 50319" CC C �cas2o n -- -1 _ T 0.4 EC:960.9' G EC: 61 9� (, EC:9.2.2' EC:962.4' 9 a Bp�902, �xL�' EA:960.7' CCs s0� EC:96 1 NG:962.5'X N �G �6?� HBO CC - - - - - - ` Ecasz. r 60, 6. XNG:961.6' E_C:962. cc BP4.9960. \X960.= XEA\ 1; RN :.s. CI-6 OCj - BO \XNG:962.1' {EC:962.5' . 6NG:962.5' X 09 C3 _ BOC:96> 8' - " _ NG:962.5' 96 a, BOC:962. T TA:961.0' _ _g61-T6>_2, m° CI-14 FL:96>.3 OC:962 0' BO: FL:961.6' GBOC:9 FL 96 . '10 TA:961.5' FOUND FL:962.0' TA:961.3' � _ i x oc.-9 s _ rA'ss1 s' 112"REBAR Bj O� F : ° �� - _ TA:962.4' _ BO -964' � 961.9' FL:.996> 8' -962'- BOC2' FL:962.1' 15 _ OC.962.5' FL:962.3' FL:962.4' 12. O'SIDEWALK EASEMENT '� BOC962 7' ocasz9' DOC NO. T24626 y CI-15 OOEAST 7TH STREET 12 16 I 120' PUBLIC RIGHT-OF-WAY 12' DRAINAGE AND Y� (UNION CROSSINGS, SECOND ADDITION) UTILITY EASEMENT J h VARIABLE WIDTH ASPHALT PAVEMENT DOC NO, 23745; DOC NO. 25683 XTA:962.3' FL:962.2' _ y TA_962.6' C/L h� CI-7� / FL:962.8' BOC:963.3' DATE REVISION HISTORY 0211512024 CLIENT COMMENTS BY TJS VICINITY MAP NOT TO SCALE hFgn'TT R� W E �1 s LEGEND & SYMBOLS TEMPORARY BENCHMARK (TBM) FOUND MONUMENT AS NOTED O SET MONUMENT AS NOTED ® COMPUTED POINT T SIGN E LIGHT Q SANITARY MANHOLE (SMH) O FIBER OPTIC VAULT UTILITY VAULT ❑E ELECTRIC CABINET W FIRE HYDRANT m- WATER VALVE ❑® GRATED INLET (GI) ifi CURB INLET (CI) 0D DRAINAGE MANHOLE (DMH) 0 TELEPHONE PEDESTAL NG NATURAL GROUND TC TOP OF CONCRETE EC EDGE OF CONCRETE EA EDGE OF ASPHALT TA TOP OF ASPHALT FL FLOWLINE BOC BACK OF CURB PVC POLYVINYL CHLORIDE PIPE HDPE HIGH DENSITY POLYETHYLENE PIPE RCP REINFORCED CONCRETE PIPE (M) MEASURED/CALCULATED DIMENSION (R) RECORD DIMENSION N/F NOW OR FORMERLY OVH OVERHANG BOUNDARY LINE - - EASEMENT LINE R/W - - - - RIGHT-OF-WAY LINE C/L - CENTERLINE OF ROAD -x-x-x- FENCE LINE GAS UNDERGROUND GAS LINE - wL - wL - UNDERGROUND WATER LINE cTv UNDERGROUND TELEVISION LINE BTL UNDERGROUND TELEPHONE LINE FOP UNDERGROUND FIBER OPTIC LINE UGE UNDERGROUND ELECTRIC LINE - ss - ss - UNDERGROUND SEWER LINE - SD so - UNDERGROUND DRAINAGE LINE SETBACK LINE CONTINUATION SYMBOL SURVEYOR'S CERTIFICATE TO: FIRST AMERICAN TITLE INSURANCE COMPANY: THIS IS TO CERTIFY THAT THIS MAP OR PLAT AND THE SURVEY ON WHICH IT IS BASED WERE MADE IN ACCORDANCE WITH THE 2021 MINIMUM STANDARD DETAIL REQUIREMENTS FOR ALTA/NSPS LAND TITLE SURVEYS, JOINTLY ESTABLISHED AND ADOPTED BYALTA AND NSPS, AND INCLUDES ITEMS 2, 3, 4, 5, 6A, 6B, 7B1, 7C, 8, 9, 10, 11 B, 13, 14, 16, 17, AND 19 OF TABLE A THEREOF. THE FIELD WORK WAS COMPLETED ON 0210612024. DATE OF PLAT OR MAP: 0210912024 1 HEREBY CERTIFY THAT THIS SURVEY, PLAN, OR REPORT WAS PREPARED BY ME OR UNDER MY DIRECT SUPERVISION AND THAT I AM A DULY LICENSED LAND SURVEYOR UNDER THE LAWS OF THE STATE OF MINNESOTA. VIINARY ERIC M. ROLLSTON LICENSED LAND SURVEYOR 60382 STATE OF MINNESOTA O _. Surveying Engineering �• Mapping & ASSOCIATES, I.A. 3825 N. SHILOH DRIVE - FAYETTEVILLE, AR 72703 EMAIL: SURVEY@BLEWINC.COM OFFICE:479.443.4506 FAX:479.582.1883 WWW.BLEWINC.COM SURVEYOR JOB NUMBER: SURVEY DRAWN BY: 24-0267 TJS - 0210912024 SURVEY REVIEWED BY. SHEET. LT 1 OF 1 7 m 11 O 00 Ln O 0 O J 0 0 O to Ul O Ul O O FOR PANERA BREAD MONTICELLO MO \ T C=..01 \Av PREPARED FOR: CA COMMERCIAL DEVELOPMENT 3805 EDWARDS RD, SUITE 390 CINCINNATI, OH 45209 CONTACT: MARL WILHOITE PHONE: 513-852-1231 EMAIL: MWILHOITE@COMPTONADDY.COM PREPARED BY: Westwood Phone (952) 937-5150 12701 Whitewater Drive, Suite #300 Fax (952) 937-5822 Minnetonka, MN 55343 Toll Free (888) 937-5150 westwoodps.com Westwood Professional Services, Inc. PROJECT NUMBER: 0045058.00 CONTACT: SHARI AHRENS SHEET INDEX SHEET NUMBER C0.1 C1.0 C2.0 C3.0 C4.0 C5.0 C5.1 C6.0 C6.1 C7.0 L1.0 Sheet List Table SHEET TITLE COVER EXISTING CONDITIONS & REMOVALS PLAN SITE PLAN GRADING & DRAINAGE PLAN EROSION CONTROL PLAN SANITARY SEWER & WATERMAI N PLAN STORM SEWER PLAN CITY DETAILS CIVIL DETAILS PHOTOMETRIC PLAN LANDSCAPE PLAN 6P\1,e0oN Dr sa 040.4a z y a Na oa ei. n �aC �dyS /F co Mill Run p4�hlPh F�rhq�� Barr I:r v� 6y R R s� SITE ep1 ory HF m � O ,o m � m NO. DATE 04/11/2024 1 04/25/2024 crerse �Ayw Vicinity Map (NOT TO SCALE) SOURCE.. GOOGLE MAPS REVISION ISSUED FOR PERMIT BULLETIN 1 v purPle Heart Tr! N SHEETS ALL C1.0, C2.0, C3.0, 1-1.0 CONSTRUCTION ° LLJ J DOCUMENTS w 0 FOR PANERA BREAD MONTICELLO w MONTICELLO, MN oC m Q INITIAL SUBMITTAL DATE: 04/08/2024 SHEET: C0.1 w z Q VA PROJECT NUMBER: 0045058.00 0 u 0 X w 00 0 Ln 0 0 J u 0 0 0 00 Ln Ln 0 0 0 s Call 48 Hours before digging: a Y N Y o N 8 a a w 811 or call811.com N Q LEGENDCommon Ground Alliance Z Z Z 0 J v w Q SANITARY MANHOLE — - - — BOUNDARY LINE v�—i w = U 0 _ oC W > sr STORM MANHOLE - - - EASEMENT LINE ® CATCH BASIN cry CABLE TELEVISION LINE x GATE VALVE GAS - GAS LINE El ELECTRIC BOX PUG POWER UNDERGROUND STREET LIGHT SAN SANITARY SEWERLZ ❑r TELEPHONE BOX sro - STORM SEWER N FIBER OPTIC PEDESTAL TUG TELEPHONE UNDERGROUND O 0�� 0 � J ) 00 O N J \ ❑M MISCELLANEOUS PEDESTAL wnr WATERMAIN 0 SIGN Fo FIBER OPTIC N N 1 0 w 0 CURB & GUTTER N z Ln1 v J O O O �.:. CONCRETE SURFACE z � a a� a a BITUMINOUS SURFACE --------------- SAW CUT PAVEMENT o rn Zw �, V �o W �Ln REMOVAL NOTES W 20. o= elf O �� az 0 1. LOCATIONS AND ELEVATIONS OF EXISTING TOPOGRAPHY AND UTILITIES AS SHOWN ON THIS �� ; G z PLAN ARE APPROXIMATE. CONTRACTOR SHALL FIELD VERIFY SITE CONDITIONS AND UTILITY U- W LU v LOCATIONS PRIOR TO EXCAVATION/CONSTRUCTION. THE ENGINEER SHALL BE NOTIFIED Ln IMMEDIATELY IF ANY DISCREPANCIES ARE FOUND. Q V � a 2. CONTRACTOR SHALL COORDINATE LIMITS OF REMOVALS WITH PROPOSED IMPROVEMENTS LU AND FIELD VERIFY CONDITION OF EXISTING APPURTENANCES TO REMAIN. CONTRACTOR SHALL BE RESPONSIBLE FOR PROTECTING OR REPLACING MISCELLANEOUS ITEMS (SUCH AS FENCES, SIGNS, IRRIGATION HEADS, ETC.) THAT MAY BE DAMAGED BY CONSTRUCTION. 3. CONTRACTOR SHALL PLACE ALL NECESSARY EROSION CONTROL MEASURES REQUIRED TO a w MAINTAIN SITE STABILITY PRIOR TO EXECUTING ANY SITE REMOVALS. Of 4. CONTRACTOR SHALL BE RESPONSIBLE FOR COORDINATION WITH UTILITY PROVIDERS FOR REMOVAL AND/OR RELOCATION OF EXISTING UTILITIES AFFECTED BY SITE DEVELOPMENT. ALL W W O PERMITS, APPLICATIONS AND FEES ARE THE RESPONSIBILITY OF THE CONTRACTOR. a z �z 3 z W zoz W Ln 5. SEE SURVEY PROVIDED BY BLEW ASSOCIATES FOR BOUNDARY AND BENCHMARK N z INFORMATION. 0 ° aUz N O >oQo L F } W W W z Q U w w Ln W J W z O W J ~ Q = a =ono in o ap z W J Cal O V � H v W Z ~ z O o a2 5; a 0 m .3 W > co �L V p m L � C Z � Z QG GV 3� L Y r O C C LO N V) L9 U? L co ri co co 0 0)m0) 'a LO LO c N c O x LL CL U- Od V) �Z zo�z OQ © :� "'zoc w O U SHEET NUMBER: 1"=20' IMME C1.0 0' 20' 40' 60' CONSTRUCTION DOCUMENTS DATE: 04/25/2024 O J J w u z O r� w Of m Q w a PAI PROJECT NUMBER: 0045058.00 0 u i 0 a 00 Ln 0 Ln 0 0 J U 0 0 0 00 Ln 0 Ln 0 0 PAI SAN — SAN — SAN — SAN — SAN — SAN SITE LEGEND EXISTING PROPOSED — — PROPERTY LINE - - SETBACK LINE EASEMENT LINE CURB AND GUTTER TIP -OUT CURB AND GUTTER a I I CONCRETE PAVEMENT CONCRETE SIDEWALK HEAVY DUTY BITUMINOUS PAVEMENT f NORMAL DUTY BITUMINOUS PAVEMENT 0 NUMBER OF PARKING STALLS ❑T TRANSFORMER SITE LIGHTING -o- -r TRAFFIC SIGN ® BOLLARD / POST 0 SITE DETAILS (SI—OXX) SAN ' 1 9 11 6' PARKING 13 ��AND SHAPE BUFFER 15 16 19 24 31 36 B612 CURB AND GUTTER PRIVATE CONCRETE SIDEWALK PRIVATE PEDESTRIAN CURB RAMP CROSS WALK STRIPING TRAFFIC ARROW HANDICAP ACCESSIBLE SIGNAGE AND STRIPING PRECAST CONCRETE WHEEL STOP PAVEMENT SECTIONS CONCRETE CURB AT SIDEWALK BEAVERTAIL CURB (13612) SIGN POST WITH BOLLARD 0 SITE KEYNOTES Call 48 Hours before digging: 811 or call811.com Common Ground Alliance GENERAL SITE NOTES 1. BACKGROUND INFORMATION FOR THIS PROJECT PROVIDED BY BLEW & ASSOCIATES, FAYETTEVILLE, AR, 02/15/2024. 2. LOCATIONS AND ELEVATIONS OF EXISTING TOPOGRAPHY AND UTILITIES AS SHOWN ON THIS PLAN ARE APPROXIMATE. CONTRACTOR SHALL FIELD VERIFY SITE CONDITIONS AND UTILITY LOCATIONS PRIOR TO EXCAVATION/CONSTRUCTION. IF ANY DISCREPANCIES ARE FOUND, THE ENGINEER SHOULD BE NOTIFIED IMMEDIATELY. 3. REFER TO BOUNDARY SURVEY FOR LOT BEARINGS, DIMENSIONS AND AREAS. 4. ALL DIMENSIONS ARE TO FACE OF CURB OR EXTERIOR FACE OF BUILDING UNLESS OTHERWISE NOTED. 5. REFER TO ARCHITECTURAL PLANS FOR EXACT BUILDING DIMENSIONS AND LOCATIONS OF EXITS, RAMPS, AND TRUCK DOCKS. 6. ALL CURB RADII ARE SHALL BE 3.0 FEET (TO FACE OF CURB) UNLESS OTHERWISE NOTED. 7. ALL CURB AND GUTTER SHALL BE B612 UNLESS OTHERWISE NOTED. 8. THE CONTRACTOR SHALL BE RESPONSIBLE FOR PROVIDING AND MAINTAINING TRAFFIC CONTROL DEVICES SUCH AS BARRICADES, WARNING SIGNS, DIRECTIONAL SIGNS, FLAGGERS AND LIGHTS TO CONTROL THE MOVEMENT OF TRAFFIC WHERE NECESSARY. PLACEMENT OF THESE DEVICES SHALL BE APPROVED BY THE CITY AND ENGINEER PRIOR TO PLACEMENT. TRAFFIC CONTROL DEVICES SHALL CONFORM TO APPROPRIATE MNDOT STANDARDS. 9. BITUMINOUS PAVEMENT AND CONCRETE SECTIONS TO BE IN ACCORDANCE WITH THE RECOMMENDATIONS OF THE GEOTECHNICAL ENGINEER. 10. CONTRACTOR SHALL MAINTAIN FULL ACCESS TO ADJACENT PROPERTIES DURING CONSTRUCTION AND TAKE ALL PRECAUTIONS NECESSARY TO AVOID PROPERTY DAMAGE TO ADJACENT PROPERTIES. 11. SITE LIGHTING SHOWN ON PLAN IS FOR REFERENCE ONLY. REFER TO LIGHTING PLAN PREPARED BY OTHERS FOR SITE LIGHTING DETAILS AND PHOTOMETRICS. SITE DEVELOPMENT SUMMARY ► 68.13' �( R A MATCH EXISTING EDGE OF PAVEMENT • ADDRESS 01073i'1 ► B MATCH EXISTING BITUMINOUS PAVEMENT WITH SAWCUT o\ J sr �' / , a RATIO �► o C PAINT 4" WHITE DIAGONAL STRIPING • ZONING: 11 ► D PAINT 24" HIGH WHITE LETTERS ► • PARCEL DESCRIPTION: `` Zoo g 15 S.2 E COMMERCIAL DRIVEWAY (SEE CITY PLATE NO. 5008, SHEET C6.0) f9'' 36 k- F DRIVE-THRU PULL -FORWARD PARKING • PROPERTY AREA: II \. ' • EXISTING IMPERVIOUS AREA: S.4 F � , ' � G RPU PARKING _ �' crb • PROPOSED IMPERVIOUS AREA: _ 6.09' --I ,R1O.o', �---'�� C � ° H TRASH ENCLOSURE (SEE ARCH.) 1 - R3oo,` ' 0. / J MATCH EXISTING CURB AND GUTTER � • PARKING SETBACK: 60.73' .................... ' I q / K VER EA L RA E A M (S ARCH.) ......................... C I STo / L DRIVE-THRU PREVIEW BOARD (SEE ARCH.) • PARKING SPACE: R3901 13 O O-R30.0'• ' o p�'c / M DRIVE-THRU SPEAKER CANOPY (SEE ARCH.) cas Fo 1�r 0- - �3 Tu N TRANSFORMER PAD BY OTHERS• PARKING RATIO REQUIREMENT o� _.... R39.0' -- - ns—T� _ 1 /l r Jul — TUG , F i sT RESTAURANT: — — o T 0 s '^ O BOLLARD (SEE ARCH.) P CURB TRANSITION (13612 TO EXISTING) Sao SIGN LEGEND REFERENCE S.1 STOP SIGN S.2 HANDICAP ACCESSIBLE S.3 DRIVE THRU DIRECTIONAL SIGN SA DRIVE-THRU PULL -FORWARD PARKING S.5 RPU PARKING SIZE MnDOT DESIGNATION 30" X 30" R1-1 12" X 18" R7-8M SEE ARCH. N/A SEE ARCH. N/A SEE ARCH. N/A DINING: (291 SF INSIDE+ 470 SF OUTSIDE) / 40 KITCHEN: 904 SF / 80 TOTAL SPACES REQUIRED: • PARKING PROVIDED: 1417 E 7TH STREET B-4 L2 B1, UNION CROSSINGS 2ND ADDITION 40,602± SF (0.932± AC) 4,522 SF (11.1%) 31,369 SF (77.3%) M 9' WIDE X 20' LONG CITY OF MONTICELLO 1 SPACE / 40 SF OF DINING AREA 1 SPACE / 80 SF OF KITCHEN AREA 20 SPACES 12 SPACES 32 SPACES 33 SPACES O N N w O a � U 6i Ln J J Q z w LUu 2 Z Q � Q �� Z 0 0 � � v pC w U 2 > � 0 a \ o�z\� 0� 1 00 u w O � = J) N D N m 0 N N w O O 1 \ D Ln Ln1 vT') CD zCef a q v a a Q� C) rn V Zw a, �o W �r\j N� W a o= elf 5 O N F— G elf z LO LLJ U 0 > z LL LU W Q 0 v Q V "' a w a � a aw � mg� del <�o mow QQz �:z0 z W z0z Ln w a Q Q U n W z ~ O J F- O N F- wz O } Q LL LL 0 0 LU �� oc w a _ C) Ln m zJ� Q C)vww Lu w _ 0 LL 2 Q a0 z W J Cal O V � LU W Z Z 0 O a2 5; a 0 0 m x W > CO p`m L `O L � E ca Z O �o o c C LO N LO LOLpL co o co O 0)m0) LOLOc r O x LL d U_ LU I— V) O J J W U H SHEET NUMBER: z 1"=20' O 0 C2.0 w 0' 20' 40' 60' af m CONSTRUCTION DOCUMENTS Q w DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 v C N a► v V) c O_ N a 0 a zs 0 Ln aU N 0 N 0 U 0 l7 00 Ln 0 Ln 0 0 J > U 0 0 0 co Ln CD Ln 0 0 PAI SAN - SAN - SAN - SAN - SAN - SAN 0 STo 5 /(d ti .r O �P 56.62 E.O.F. 95)- 57.65 S6.99 - 5 0o MATCH EXISTIN 57.8�� 9S8 OOEfJ ,' 57.52 , _ ,' S7.52 57.98 WAT 31p� 58.29� , 9S8 9S> �\ o�,� , 57 8 5�1 _ AN � 57.38 ► � �...0, 58.76 h �� ° = 58.52 58.41 o a / o c`b 58.46 / N � ` 58.15 = 58.02-- � � 57.93 / AA . 58.19 _ 57.93 -J3 58.00 58.78 9°I° I / ^$ B 59.6 _ 58.22 F 59.14 I �� _ 58_99 h� 58.37, 58.58 _ B 59.38 G 58.25 58.61 F 59.38 ° 1 UG 58.8g^ 3 /57.73 58.6 PUG 58.72 1 �58.97 PUG 58.50 T 59.71 B 59.80 58.15 958 58.83 ► 960' ► F 59.80 Qr 59.06 , 6 60.39 i N II ab �� ► 60.39 ► 7 0 58.57 / 60.50 i B 60.29 58.90 959 4 1 1 F 59.79 19 , B 60.40 / ► F 59.90 ' ► 60.50 ► 58.69 ► / 959 0 i b \.7 a ; ► 2.o3i° I i PROPOSED ► I' B 60.44 i RESTAURANT ► ► j F 59.94 2,400 SF ► a I 59.72 , FIFE = 960.50 i I I 59.25 ► / x \.4, N - \ �AN �9T STO \ Sill 5 STO \ 5 96� v I CD i 1 0 59.81 0 ►-3� qq 1 B 60.50 ► ► ► ► ► sro 0 60.00 i ► / --► 6.00 % 60.50 ; 59.31 MATCH EXIIIN SNb►a1S3 60.50 ► o ' )6�i o10�3i, 60.50 ► 60.50 59.56 I 4196' STo 1 60.40 ► B 60.40 1 B 60.40 i 60.35 60.45 60.40 1 F 59.90 0 F 59.90 ► 859.90 0 1 M B 60.44 �` ; F 59.90 9.73 \° F 59.94 61.13 ` B 59.90 \ °� cT� 61.41 60.36 _ _ �'� F 59.90 C - cry 59.62 60.82 60.51 - _ _ _ - B 60.70 '960 59.77 I 961 �� . I HP F 60.20 Fo � HP I 60.73\° I 61.21 59.87 JX 60.00 1 `, 60.99 I _ 60_48 FOGAS--FO -_� _ I 96, �� ` I TUGS GAS --- FO ASTG-- �_ _�.�, 96, \ FO - G1f' FY S? FO GAS FO cnc 962� I GAS 'Fc, m,J - o. . ..:.. . .... f - 961 96 E 7TH STREET GAS SAN M 1\ o / STo 0 J GRADING LEGEND EXISTING PROPOSED 980_ '980- - -982- - - - 982 - - STO �j polo WAT SAN • 900.00 X 900.00 0.00% E.O. E+ SB-79 GRADING NOTES Call 48 Hours before digging: 811 or call811.com Common Ground Alliance PROPERTY LINE INDEX CONTOUR INTERVAL CONTOUR CURB AND GUTTER STORM SEWER WATER MAIN SANITARY SEWER RIDGE LINE SPOT ELEVATION FLOW DIRECTION EMERGENCY OVERFLOW 1. LOCATIONS AND ELEVATIONS OF EXISTING TOPOGRAPHY AND UTILITIES AS SHOWN ON THIS PLAN ARE APPROXIMATE. CONTRACTOR SHALL FIELD VERIFY SITE CONDITIONS AND UTILITY LOCATIONS PRIOR TO EXCAVATION/CONSTRUCTION. THE ENGINEER SHALL BE NOTIFIED IMMEDIATELY IF ANY DISCREPANCIES ARE FOUND. 2. CONTRACTORS SHALL REFER TO ARCHITECTURAL PLANS FOR EXACT LOCATIONS AND DIMENSIONS OF VESTIBULE, SLOPED PAVEMENT, EXIT PORCHES, RAMPS, TRUCK DOCKS, PRECISE BUILDING DIMENSIONS, EXACT BUILDING UTILITY ENTRANCE LOCATIONS, AND EXACT LOCATIONS AND NUMBER OF DOWNSPOUTS. 3. ALL EXCAVATION SHALL BE IN ACCORDANCE WITH THE CURRENT EDITION OF "STANDARD SPECIFICATIONS FOR TRENCH EXCAVATION AND BACKFILL/SURFACE RESTORATION" AS PREPARED BY THE CITY ENGINEERS ASSOCIATION OF MINNESOTA. 4. ALL DISTURBED UNPAVED AREAS ARE TO RECEIVE SIX INCHES OF TOPSOIL AND SOD OR SEED. THESE AREAS SHALL BE WATERED UNTIL A HEALTHY STAND OF GRASS IS OBTAINED. SEE LANDSCAPE PLAN FOR PLANTING AND TURF ESTABLISHMENT. 5. THE CONTRACTOR SHALL BE RESPONSIBLE FOR PROVIDING AND MAINTAINING TRAFFIC CONTROL DEVICES SUCH AS BARRICADES, WARNING SIGNS, DIRECTIONAL SIGNS, FLAGMEN AND LIGHTS TO CONTROL THE MOVEMENT OF TRAFFIC WHERE NECESSARY. PLACEMENT OF THESE DEVICES SHALL BE APPROVED BY THE ENGINEER PRIOR TO PLACEMENT. TRAFFIC CONTROL DEVICES SHALL CONFORM TO APPROPRIATE MNDOT STANDARDS. 6. ALL SLOPES SHALL BE GRADED TO 3:1 OR FLATTER, UNLESS OTHERWISE INDICATED ON THIS SHEET. 7. CONTRACTOR SHALL UNIFORMLY GRADE AREAS WITHIN LIMITS OF GRADING AND PROVIDE A SMOOTH FINISHED SURFACE WITH UNIFORM SLOPES BETWEEN POINTS WHERE ELEVATIONS ARE SHOWN OR BETWEEN SUCH POINTS AND EXISTING GRADES. 8. SPOT ELEVATIONS SHOWN INDICATE FINISHED PAVEMENT ELEVATIONS & GUTTER FLOW LINE UNLESS OTHERWISE NOTED. PROPOSED CONTOURS ARE TO FINISHED SURFACE GRADE. 9. SEE SOILS REPORT FOR PAVEMENT THICKNESSES AND HOLD DOWNS. 10. CONTRACTOR SHALL DISPOSE OF ANY EXCESS SOIL MATERIAL THAT EXISTS AFTER THE SITE GRADING AND UTILITY CONSTRUCTION IS COMPLETED. THE CONTRACTOR SHALL DISPOSE OF ALL EXCESS SOIL MATERIAL IN A MANNER ACCEPTABLE TO THE OWNER AND THE REGULATING AGENCIES. 11. ALL CONSTRUCTION SHALL CONFORM TO LOCAL, STATE AND FEDERAL RULES INCLUDING THE NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM (NPDES) PERMIT REQUIREMENTS. 12. PRIOR TO PLACEMENT OF ANY STRUCTURE OR PAVEMENT, A PROOF ROLL, AT MINIMUM, WILL BE REQUIRED ON THE SUBGRADE. PROOF ROLLING SHALL BE ACCOMPLISHED BY MAKING MINIMUM OF 2 COMPLETE PASSES WITH FULLY -LOADED TANDEM -AXLE DUMP TRUCK, OR APPROVED EQUAL, IN EACH OF 2 PERPENDICULAR DIRECTIONS WHILE UNDER SUPERVISION AND DIRECTION OF THE INDEPENDENT TESTING LABORATORY. AREAS OF FAILURE SHALL BE EXCAVATED AND RE -COMPACTED AS SPECIFIED HEREIN. 13. EMBANKMENT MATERIAL PLACED BENEATH BUILDINGS AND STREET OR PARKING AREAS SHALL BE COMPACTED IN ACCORDANCE WITH THE SPECIFIED DENSITY METHOD AS OUTLINED IN MNDOT 2105.31`1 AND THE REQUIREMENTS OF THE GEOTECHNICAL ENGINEER. 14. EMBANKMENT MATERIAL NOT PLACED IN THE BUILDING PAD, STREETS OR PARKING AREA, SHALL BE COMPACTED IN ACCORDANCE WITH REQUIREMENTS OF THE ORDINARY COMPACTION METHOD AS OUTLINED IN MNDOT 2105.3F2. 15. ALL SOILS AND MATERIALS TESTING SHALL BE COMPLETED BY AN INDEPENDENT GEOTECHNICAL ENGINEER. EXCAVATION FOR THE PURPOSE OF REMOVING UNSTABLE OR UNSUITABLE SOILS SHALL BE COMPLETED AS REQUIRED BY THE GEOTECHNICAL ENGINEER. THE CONTRACTOR SHALL BE RESPONSIBLE FOR COORDINATING ALL REQUIRED SOILS TESTS AND INSPECTIONS WITH THE GEOTECHNICAL ENGINEER. Ln o N Y N Y N Q Q w a � U 6i l/1 J J U 1/1 Z J z Z O v Ln LUu Q pC w 2 O w 0 U 2 > � a O O'z/ o�E) 00 w w O �LA = J \ m O N N w CD CD L 1 In Ln z Ln J O \ z a� QQ�<< o rn V Z LU �o LU Ln �' 'Ito LU2= 2 a °� ° O �F- Qz �0 ; U 0(J LUZ LU W Q 00 v cr-V 0- ro w d a �aW m<� Q cl� N <o w<Z mow Oz QQz z 0 w z0Z Ln a Q Q U �>, Ln O O J H V W Ln � N Ln O } Q LL LL 0 o LU �� oc W za _ � U w w C) O W = J ~ Q = H- Q =000 N o ap z W J CIO O V � LU V W Z Z0 O a2 2 a 0 0 m Cn Cn > CO p`m L In � Ln GG N Z GV c C � Y t �o o c C Ln N Ln N 00 q m co m 0 z Oa z LU oQ <z Q O J J Q W U SHEET NUMBER: Z 1"=20' O C300 w 0' 20' 40' 60' af m CONSTRUCTION DOCUMENTS Q w DATE: 04/25/2024 Q 0- PROJECT NUMBER: 0045058.00 0 E 7TH STREET 0 U w 00 Ln O 0 0 J U 0 / 0 O 00 Ln O LIl 0 0 PAI STO J S n Sx0 -s—\—�Q------ T 0 EROSION CONTROL LEGEND EXISTING PROPOSED 980� SF STO polo e SB-19 0 PROPERTY LINE INDEX CONTOUR INTERVAL CONTOUR CURB AND GUTTER SILT FENCE STORM SEWER ROCK CONSTRUCTION ENTRANCE EROSION CONTROL BLANKET SOIL BORING LOCATION INLET PROTECTION GENERAL EROSION CONTROL NOTES 1. THE CONTRACTOR IS SPECIFICALLY CAUTIONED THAT THE LOCATION AND/OR ELEVATION OF EXISTING UTILITIES AS SHOWN ON THESE PLANS ARE BASED ON RECORDS OF THE VARIOUS UTILITY COMPANIES AND LIMITED MEASUREMENTS TAKEN IN THE FIELD. THE INFORMATION SHALL NOT BE RELIED ON AS BEING EXACT OR COMPLETE. THE CONTRACTOR SHALL VERIFY EXISTING CONDITIONS PRIOR TO CONSTRUCTION AND NOTIFY THE OWNER OR ENGINEER OF DISCREPANCIES. 2. ALL SILT FENCE AND OTHER EROSION CONTROL FEATURES SHALL BE IN -PLACE PRIOR TO ANY EXCAVATION/CONSTRUCTION AND SHALL BE MAINTAINED UNTIL VIABLE TURF OR GROUND COVER HAS BEEN ESTABLISHED. EXISTING SILT FENCE ON -SITE SHALL BE MAINTAINED AND OR REMOVED AND SHALL BE CONSIDERED INCIDENTAL TO THE GRADING CONTRACT. IT IS OF EXTREME IMPORTANCE TO BE AWARE OF CURRENT FIELD CONDITIONS WITH RESPECT TO EROSION CONTROL. TEMPORARY PONDING, DIKES, HAYBALES, ETC., REQUIRED BY THE CITY SHALL BE INCIDENTAL TO THE GRADING CONTRACT. 3. EROSION AND SILTATION CONTROL (ESC): THE CONTRACTOR SHALL ASSUME COMPLETE RESPONSIBILITY FOR CONTROLLING ALL SILTATION AND EROSION OF THE PROJECT AREA. THE CONTRACTOR SHALL USE WHATEVER MEANS NECESSARY TO CONTROL THE EROSION AND SILTATION INCLUDING BUT NOT LIMITED TO: CATCH BASIN INSERTS, CONSTRUCTION ENTRANCES, EROSION CONTROL BLANKET, AND SILT FENCE. ESC SHALL COMMENCE WITH GRADING AND CONTINUE THROUGHOUT THE PROJECT UNTIL ACCEPTANCE OF THE WORK BY THE OWNER. THE CONTRACTOR'S RESPONSIBILITY INCLUDES ALL IMPLEMENTATION AS REQUIRED TO PREVENT EROSION AND THE DEPOSITING OF SILT. THE OWNER MAY DIRECT THE CONTRACTOR'S METHODS AS DEEMED FIT TO PROTECT PROPERTY AND IMPROVEMENTS. ANY DEPOSITION OF SILT OR MUD ON NEW OR EXISTING PAVEMENT OR IN EXISTING STORM SEWERS OR SWALES SHALL BE REMOVED AFTER EACH RAIN EVENT. AFFECTED AREAS SHALL BE CLEANED TO THE SATISFACTION OF THE OWNER, ALL AT THE EXPENSE OF THE CONTRACTOR. ALL TEMPORARY EROSION CONTROL SHALL BE REMOVED BY THE CONTRACTOR AFTER THE TURF IS ESTABLISHED. 4. ALL STREETS DISTURBED DURING WORKING HOURS MUST BE CLEANED AT THE END OF EACH WORKING DAY. A CONSTRUCTION ENTRANCE TO THE SITE MUST BE PROVIDED ACCORDING TO DETAILS TO REDUCE TRACKING OF DIRT ONTO PUBLIC STREETS. 5. ALL UNPAVED AREAS ALTERED DUE TO CONSTRUCTION ACTIVITIES MUST BE RESTORED WITH SEED AND MULCH, SOD, EROSION CONTROL BLANKET OR BE HARD SURFACE WITHIN 2 WEEKS OF COMPLETION OF CONSTRUCTION. 6. THE SITE MUST BE STABILIZED PER THE REQUIREMENTS OF THE MPCA, NPDES, MNDOT, AND CITY. A. TEMPORARY (GREATER THAN 1-YEAR) SEED SHALL BE MNDOT SEED MIX 22-111 AT 30.5-POUNDS PER ACRE. B. TEMPORARY (LESS THAN 1-YEAR) SEED SHALL BE MNDOT SEED MIX 21-112 (FALL) OR 21-111 (SPRING/SUMMER) AT 100-POUNDS PER ACRE C. INFILTRATION/FILTRATION BASIN SHALL BE MNDOT SEED MIX 34-262 AT 14.5-POUNDS PER ACRE. D. POND SLOPES SHALL BE MNDOT SEED MIX 33-261 AT 35-POUNDS PER ACRE. E. GENERAL SEEDING SHALL BE MNDOT SEED MIX 25-151 AT 70-POUNDS PER ACRE. F. MULCH SHALL BE MNDOT TYPE 1 APPLIED AT 2-TONS PER ACRE. 9. FOR AREAS WITH SLOPE OF 3:1 OR GREATER, RESTORATION WITH SOD OR EROSION CONTROL BLANKET IS REQUIRED. 10. ALL TEMPORARY STOCKPILES MUST HAVE SILT FENCE INSTALLED AROUND THEM TO TRAP SEDIMENT. 11. ALL PERMANENT PONDS USED AS TEMPORARY SEDIMENT BASINS DURING CONSTRUCTION SHALL BE DREDGED AFTER THE SITE HAS BEEN STABILIZED TO RESTORE THE POND TO THE PROPOSED BOTTOM ELEVATION. 12. ALL CONSTRUCTION SHALL CONFORM TO LOCAL AND STATE RULES INCLUDING THE NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM (NPDES) PERMIT REQUIREMENTS. 13. THE SITE MUST BE KEPT IN A WELL -DRAINED CONDITION AT ALL TIMES. THE CONTRACTOR SHALL BE RESPONSIBLE FOR TEMPORARY DITCHES, PIPING OR OTHER MEANS REQUIRED TO INSURE PROPER DRAINAGE DURING CONSTRUCTION. LOW POINTS IN ROADWAYS OR BUILDING PADS MUST BE PROVIDED WITH A POSITIVE OUTFLOW. Call 48 Hours before digging: 811 or call811.com Common Ground Alliance Q O N Y V) Y N Q ¢ LL o a U LL In J J aLn Z J z Z O v V) w Q w = o w o v o = > 1:T00 a z � o � w w L N m O N N 0 0 w i Ln Ln Ln N z O O . _'0 z aaaaa JO V Z w � � o W �Ln W o= Oo� Qz rs�O LLJ U OV LU Z LL 0 wQ W 0 ou °C V 00 w a � a aw � m<� o a � N crf aow �zw d aaz z z0Z Ln w a Q Q U V) LJJ z O J wz N }QCL � O w�Ln�_ U F- s Q co J w � if O W c1fJ _ 0 Q _o0o 0 a0 z W J mLL1O V � H u W Z ~ Z 0 0 a2 2 a > m v L � Lo E V tY � o o c C r � O N O y Ln N Ln VI � CO L9 Ln C Cl) Lnn m O 0) (M 0) N N N 00 Ln Ln 00 d c o X" d Li F z Q z� OJ cn p O� wz O 0 U w V_ H- SHEET NUMBER: Z 1"=20' IMME 0 C4,0 w 0' 20' 40' 60' C� m CONSTRUCTION DOCUMENTS Q w DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 0 i 0 F_ D 00 Ln O 0 0 J U 0 / 0 0 00 O 0 0 PAI � STo \ 5 SAN - SAN - SAN / -SAN- \ SAN - SAN \N �P \- SAN \ / T cY/ Q \ , l S \ Sao \ \ ♦ 1/\ / To 0 4z \ \ \\ 4. q oQ-sJ CONNECT TO EX.\ 6" PVC STUB y�o ryAA�� IE=948.00 (S) �ooy Jc, 14 LF-6" PVC @ T'oti Q 1.04% � J i Sl0 Z ADJUST RIM Q ELEVATION PER GRADING PLAN':; .. Q-___ 57°. . VERIFY SIZE, LOCATION, AND ELEVATION OF EX. STUBS AND CONTACT ENGINEER WITH ANY DISCREPANCIES PRIOR TO CONSTRUCTION FIRE HYDRANT ' I 40 `.\ MH-1 0 / RE=958.65 �p ` O IE=948.34 (SW) 14.4' a` V ° QJ IE=948.14 (N) bolo ♦ 2 2" QUO M H -2 ♦ �� , RE=958.47 / a �fE=949.94 (NE) W� , PUG 1 0.0' e a � O , n UG o �O. O PUG a <� N ° >- / / v PUG ♦ ♦ � U J 4" X 4" WYE a J FG=959.29 1) I IE=951.11 (S) ° IE=951.11 (E) n 2" WATERMAIN STUB I IE=951.11 (N) 1 ♦ 7.8' 15 LF-4" PVC @ 1 a I 9 26% R VERIFY LOCATION WITH MECH. , MH-3 a SANITARY SEWER STUB-113 1 I 9.36 IE=952.50 (W) I E=952.05 (E) VERIFY LOCATION WITH MECH. IE=951.19 O SANITARY SEWER STUB-108 I IE=952.50 (W) z VERIFY LOCATION WITH MECH. 1 3 LF-4" PVC@ PROPOSED 1 0 I 2.08/o RESTAURANT I ' p 2,400 SF I I CONNECT TO GREASE FFE = 960.50 INTERCEPTOR BY OTHERS 2 LF-4" PVC @ 1 0 FG=959.40 ° 2.08% B-3 I IE=952.12 (W) 1 CONNECT TO GREASE 1 a I _INTERCEPTOR BY OTHERS I GREASE INTERCEPTOR FG=959.54 I I BY OTHERS IE=952.45 (E) SrO o 6. _ B- 7 1 1 I ° SNV181S303d ` I 1 a 010731 1N 0 E 7TH STREET - - - -1-0 T 0 EX. FIRE HYDRANT SANITARY SEWER AND WATERMAIN LEGEND EXISTING PROPOSED PROPERTY LINE EASEMENT LINE CURB AND GUTTER SAN 0 ► ♦ SANITARY SEWER STo STORM SEWER WAT I WATER MAIN WAT (> HYDRANT GAS GAS PUG UNDERGROUND ELECTRIC TUG UNDERGROUND TELEPHONE FO TELEPHONE FIBER OPTIC CTV CABLE TELEVISION ►� GATE VALVE LIGHT POLE GENERAL WATERMAIN & SANITARY SEWER NOTES 1. THE CONTRACTOR IS SPECIFICALLY CAUTIONED THAT THE LOCATION AND/OR ELEVATION OF EXISTING UTILITIES AS SHOWN ON THESE PLANS ARE BASED ON RECORDS OF THE VARIOUS UTILITY COMPANIES AND LIMITED MEASUREMENTS TAKEN IN THE FIELD. THE INFORMATION SHALL NOT BE RELIED ON AS BEING EXACT OR COMPLETE. THE CONTRACTOR SHALL VERIFY EXISTING CONDITIONS PRIOR TO CONSTRUCTION AND NOTIFY THE OWNER OR ENGINEER OF DISCREPANCIES. 2. ALL SANITARY SEWER AND WATER MAIN MATERIAL AND INSTALLATIONS SHALL BE PER CITY REQUIREMENTS, MINNESOTA PLUMBING CODE, AND IN ACCORDANCE WITH THE CURRENT EDITION OF ''STANDARD SPECIFICATIONS FOR WATER MAIN AND SERVICE LINE INSTALLATION AND SANITARY SEWER AND STORM SEWER INSTALLATION'' AS PREPARED BY THE CITY ENGINEERS ASSOCIATION OF MINNESOTA. 3. PRIOR TO CONSTRUCTION, THE CONTRACTOR SHALL OBTAIN THE NECESSARY FEDERAL, STATE AND LOCAL PERMITS FOR THE PROPOSED WORK OR VERIFY WITH THE OWNER OR ENGINEER THAT PERMITS HAVE BEEN OBTAINED. PERMIT FEES SHALL BE THE RESPONSIBILITY OF THE CONTRACTOR UNLESS OTHERWISE ARRANGED WITH THE OWNER. 4. CONTRACTOR SHALL REFER TO ARCHITECTURAL PLANS FOR EXACT LOCATION AND DIMENSIONS OF DOORWAYS, RAMPS, TRUCK DOCKS, PRECISE BUILDING DIMENSIONS AND EXACT BUILDING UTILITY CONNECTION LOCATIONS. 5. ALL PRIVATE UTILITIES SHALL BE CONSTRUCTED IN ACCORDANCE WITH THE SPECIFICATIONS OF THE APPROPRIATE UTILITY COMPANY. THE CONTRACTOR SHALL COORDINATE THE SERVICE LINE CONSTRUCTION WITH THE UTILITY COMPANIES. 6. CONTRACTOR SHALL OBTAIN ALL NECESSARY CITY PERMITS FOR UTILITY CONNECTIONS, AND UTILITIES SHALL BE INSPECTED AND APPROVED BY THE CITY. THE CITY SHALL BE NOTIFIED 48-HOURS PRIOR TO COMMENCING WITH THE UTILITY CONSTRUCTION OR ANY REQUIRED TESTING. CONTRACTOR SHALL NOT OPERATE, INTERFERE WITH, CONNECT ANY PIPE OR HOSE TO, OR TAP ANY WATER MAIN BELONGING TO THE CITY UNLESS DULY AUTHORIZED TO DO SO BY THE CITY. ANY ADVERSE CONSEQUENCES OF SCHEDULED OR UNSCHEDULED DISRUPTIONS OF SERVICE TO THE PUBLIC ARE TO BE THE RESPONSIBILITY OF THE CONTRACTOR. 7. WATER MAIN LENGTHS AS SHOWN ARE APPROXIMATE HORIZONTAL LENGTHS. ALLOW FOR ADDITIONAL PIPE WHEN INSTALLING ON SLOPES OR WHEN DEFLECTIONS ARE REQUIRED. THE JOINT DEFLECTIONS SHALL NOT EXCEED THE MAXIMUM RECOMMENDED BY THE PIPE MANUFACTURER OR BY LOCAL GOVERNING SPECIFICATIONS. FITTINGS REQUIRED TO CONSTRUCT WATER MAIN SHALL BE INCLUDED IN WATER MAIN CONSTRUCTION. 8. PROVIDE WATER MAIN THRUST RESTRAINTS PER CITY STANDARD REQUIREMENTS. 9. A MINIMUM VERTICAL SEPARATION OF 18 INCHES IS REQUIRED AT ALL WATER LINE CROSSINGS WITH SANITARY SEWER OR STORM SEWER AND WATER LINES SHALL CROSS ABOVE ANY SEWER. IF THIS IS NOT ACHIEVABLE, SANITARY AND STORM SEWER SHALL BE CONSTRUCTED OF A MATERIAL APPROVED FOR USE WITHIN A BUILDING AND AS LISTED IN TABLE 701.2 OF THE MINNESOTA PLUMBING CODE. THE WATER LINE SHALL NOT HAVE JOINTS OR CONNECTION WITHIN 10-FEET OF THE CROSSING. INSULATE CROSSINGS WITH STORM SEWER. 10. UTILITY SERVICES TYPICALLY TERMINATE 5' OUTSIDE BUILDING WALL UNLESS OTHERWISE SHOWN OR NOTED. 11. DUCTILE IRON WATER LINES SHALL BE CLASS 52, PER AWWA C115 OR C151. COPPER WATER LINES SHALL BE TYPE K PER ASTM B88. PVC WATER LINES SHALL BE PER AWWA C900 AND INSTALLED PER AWWA C605 IF ALLOWED BY CITY. 12. ALL WATER LINES SHALL HAVE 8' MINIMUM COVER. INSULATE WATER MAIN IF LESS THAN 8' OF COVER. INSULATION SHALL BE DOW STYROFOAM HI BRAND 35 OR EQUIVALENT, WITH 4 INCHES OF THICKNESS. 13. SANITARY SEWER PIPE OUTSIDE THE BUILDING ENVELOPE AND NOT WITHIN 10' OF A WATER LINE SHALL BE POLYVINYL CHLORIDE (PVC) SDR 35 OR 26. SDR 26 IS REQUIRED FOR DEPTHS GREATER THAN 15 FEET. SANITARY SEWER PIPE WITHIN 10 FEET OF THE BUILDING AND UNDER FOOTINGS, AND WITHIN 10 FEET OF A WATER LINE SHALL BE SCHEDULE 40 PER ASTM D2665. ALL PLASTIC SANITARY SEWER SHALL BE INSTALLED PER D2321. SOLVENT WELD JOINTS MUST INCLUDE USE OF A PRIMER WHICH IS OF A CONTRASTING COLOR TO THE PIPE AND CEMENT. ALL SANITARY SEWER SHALL BE TESTED ACCORDING TO MINNESOTA PLUMBING CODE, PART 712.0. 14. ALL NONCONDUCTIVE PIPE SHALL BE INSTALLED WITH A LOCATE (TRACER) WIRE PER MINNESOTA PLUMBING CODE, PART 604.10.1. 15. POST INDICATOR VALVES SHALL BE CLOW F-5750 (OR EQUIVALENT) MEETING AWWA STANDARD C509 AND CITY STANDARDS. VALVE TO BE MECHANICAL JOINT RESILIENT WEDGE GATE VALVE. POST TO BE ADJUSTABLE FOR 8 FEET WATER MAIN DEPTH. THE ELECTRICAL ALARM SWITCH SHALL BE PART NO. PCVS2 (OR EQUIVALENT). 16. AFTER CONSTRUCTION IS COMPLETED, THE CONTRACTOR SHALL PROVIDE THE OWNER WITH AN AS -BUILT RECORD OF UTILITY CONSTRUCTION. THE AS -BUILT SHALL INCLUDE LOCATION AND LENGTH DEVIATIONS OR CHANGES TO THE PLAN. CONTRACTOR TO VERIFY WITH OWNER OR ENGINEER WHETHER A PLAN WITH POST -CONSTRUCTION ELEVATIONS IS REQUIRED. 17. ALL MANHOLE CASTINGS IN PAVED AREAS SHALL BE SUMPED 0.05 FEET. RIM ELEVATIONS ON PLAN REFLECT THE SUMPED ELEVATIONS. Call 48 Hours before digging: 811 or call811.com Common Ground Alliance CROSSING UPPER UTILITY LOWER UTILITY BOTTOM OF PIPE TOP OF PIPE O STORM SANITARY ELEV = 955.0 ELEV = 951.3 O STORM SANITARY ELEV = 952.8 ELEV = 948.9 STORM WATER MAIN O ELEV = 952.6 ELEV = 950.7 19 Q O N Y V) Y N Q ¢ LL o a U ci; In J J aV) Z J z Z O v w Q w = K o w o U o = > 1:T a N cc O O z 00 w W CD m O N N 0 0 w � V) � N a J O O O z W aaaaa O 0,)_ V Z wIS � o W �Ln W o= C o~ c j Qz �O > �U OV z LLLU 0 LL] Q W 0 o� °C V 00 LU a aW J Q W m<� o a � N crf w � � aow nZW o aaz Z l7 z w z0Z in W a Q Q U V W 0 O J wz N 000 CD LL] Q U w < >o Jw, co w K ? if O F- J _oo0 0 a0 z W J mWV_j LU U W Z ~ z0 0 a > CO Ov o'� L � R � V N f4 L Y 'pQ O O o c C � c O N O y In N In VI -00- L? L?L c ccoMm O 0) 0) 0 N N N 00 LO LO 00 d _ o x 11 CL U z_ Q Q oc z LU Q z3:`" o- Q LU Q Ln V J LU U_ H- SHEET NUMBER: Z 1"=20' C5,0 LU0 0' 20' 40' 60' af m CONSTRUCTION DOCUMENTS Q LU DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 0 U 0 H 00 Ln 0 Ln 0 0 J U 0 0 0 00 Ln 0 Ln 0 0 PAI SAN - SAN -SAN- SAN - SAN g - SAN IK 0 / sTo \ \ / 5 ti r ,gyp 1�C-j. Q N - \ �N \ �O ST �p 40 I I ° PROPOSED RESTAURANT ° 2,400 SF I FFE = 960.50 / ° ° B-3 0 STMH-104 (48" 0) I R-1642 Z6 LF �� <�• I 6" 61 pV � I IE 955913 7'45% C @ STORM SEWER STUB-105 \ > IE=954.63 (N) IE=955.50 (W) U I o VERIFY WITH MEP S?-00 I 600 I SNb/alS3p3d O ' a Ol 0731,E u N STO 1 cry I � cry - I `FO GAS -FG - FF�_ TUG GAS Fp �� - �..... �P �c _ o =T� ��_ .� /� T TUG kFn \ � N SX0 / oADJUST RIM Q ELEVATION PER ;Z.. sTo GRADING PLAN ° 4. AT VERIFY SIZE LOCATION AND ELEVATION oFsr Q�� CBMH-102 (48" 0) STUBS � R2535 STUBS AND CONTACT ENGINEER WITH AI\ 61p-DISCREPANCIES PRIOR TO CONSTRUCTIOI` RE=957.23 3 5� + IE=953.14 (SW) -SAu_ \\` `(0 4-10IE=953.14 (SE) 15.0' 0 2 D o / D D STMH-103 48" O ) d ° ° ° ° ( d �� CBMH-101 (48" O) R-1642 4�~ R-3067-VB RE=958.18 RE=957.5P IE=953.72 (S) 10.0' n ` IE=952.19 (NW) IE=953.72 (NE) UG ,< IE=952.19 (S) o ° v PUG o A o ° Q ° cc I a Ln a j 26 LF-6" PVC @ 1 avp n 3.37 /o I I � JI r\j L STORM SEWER STUB-103B ' I �• I E=955.50 (W) Ex S M STUB - °' VERIFY WITH MEP IB" IE = 950.48 (PERAS-BUILT) \� a I Z � I � sro I - _ o E 7TH STREET / 1 I Q STMH-100 (48" O) R-1642 RE=958.66 IE=951.57 (N) IE=950.47 (E) CONSTRUCT OVER EX. STUB (VERIFY ELEV. AND CONTACT ENGINEER W/ DISCREPANCIES PRIOR TO CONSTRUCTION) Ed 0 1k_ STORM SEWER LEGEND EXISTING PROPOSED SAN STO WAT WAT GAS PUG POH TUG TOH FO CTV I>< 1•0 LJ 10 13 PROPERTY LINE EASEMENT LINE CURB AND GUTTER SANITARY SEWER STORM SEWER WATER MAIN HYDRANT GAS UNDERGROUND ELECTRIC OVERHEAD ELECTRIC UNDERGROUND TELEPHONE OVERHEAD TELEPHONE TELEPHONE FIBER OPTIC CABLE TELEVISION GATE VALVE LIGHT POLE GENERAL STORM SEWER NOTES 1. THE CONTRACTOR IS SPECIFICALLY CAUTIONED THAT THE LOCATION AND/OR ELEVATION OF EXISTING UTILITIES AS SHOWN ON THESE PLANS ARE BASED ON RECORDS OF THE VARIOUS UTILITY COMPANIES AND LIMITED MEASUREMENTS TAKEN IN THE FIELD. THE INFORMATION SHALL NOT BE RELIED ON AS BEING EXACT OR COMPLETE. THE CONTRACTOR SHALL VERIFY EXISTING CONDITIONS PRIOR TO CONSTRUCTION AND NOTIFY THE OWNER OR ENGINEER OF DISCREPANCIES. 2. ALL STORM SEWER MATERIAL AND INSTALLATIONS SHALL BE PER CITY REQUIREMENTS, MINNESOTA PLUMBING CODE, AND IN ACCORDANCE WITH THE CURRENT EDITION OF "STANDARD SPECIFICATIONS FOR WATER MAIN AND SERVICE LINE INSTALLATION AND SANITARY SEWER AND STORM SEWER INSTALLATION" AS PREPARED BY THE CITY ENGINEERS ASSOCIATION OF MINNESOTA. 3. PRIOR TO CONSTRUCTION, THE CONTRACTOR SHALL OBTAIN THE NECESSARY FEDERAL, STATE AND LOCAL PERMITS FOR THE PROPOSED WORK OR VERIFY WITH THE OWNER OR ENGINEER THAT PERMITS HAVE BEEN OBTAINED. PERMIT FEES SHALL BE THE RESPONSIBILITY OF THE CONTRACTOR UNLESS OTHERWISE ARRANGED WITH THE OWNER. 4. CONTRACTOR SHALL REFER TO ARCHITECTURAL PLANS FOR EXACT LOCATION AND DIMENSIONS OF DOORWAYS, RAMPS, TRUCK DOCKS, PRECISE BUILDING DIMENSIONS AND EXACT BUILDING UTILITY CONNECTION LOCATIONS. 5. ALL PRIVATE LARGE UTILITIES SHALL BE CONSTRUCTED IN ACCORDANCE WITH THE SPECIFICATIONS OF THE LOCAL JURISDICTION AND MINNESOTA PLUMBING CODE. ALL SMALL/DRY UTILITIES SHALL BE CONSTRUCTED IN ACCORDANCE WITH THE SPECIFICATIONS OF THE APPROPRIATE UTILITY COMPANY. THE CONTRACTOR SHALL COORDINATE THE SERVICE LINE CONSTRUCTION WITH THE UTILITY COMPANIES. 6. CONTRACTOR SHALL OBTAIN ALL NECESSARY CITY PERMITS FOR UTILITY CONNECTIONS, AND UTILITIES SHALL BE INSPECTED AND APPROVED BY THE CITY. THE CITY SHALL BE NOTIFIED 48-HOURS PRIOR TO COMMENCING WITH THE UTILITY CONSTRUCTION OR ANY REQUIRED TESTING. CONTRACTOR SHALL NOT OPERATE, INTERFERE WITH, CONNECT ANY PIPE OR HOSE TO, OR TAP ANY WATER MAIN BELONGING TO THE CITY UNLESS DULY AUTHORIZED TO DO SO BY THE CITY. ANY ADVERSE CONSEQUENCES OF SCHEDULED OR UNSCHEDULED DISRUPTIONS OF SERVICE TO THE PUBLIC ARE TO BE THE RESPONSIBILITY OF THE CONTRACTOR. 7. A MINIMUM VERTICAL SEPARATION OF 12 INCHES IS REQUIRED AT ALL WATER LINE CROSSINGS WITH STORM SEWER AND WATER LINES SHALL CROSS ABOVE ANY SEWER. IF THIS IS NOT ACHIEVABLE, STORM SEWER SHALL BE CONSTRUCTED OF A MATERIAL APPROVED FOR USE WITHIN A BUILDING AND AS LISTED IN TABLE 701.2 OF THE MINNESOTA PLUMBING CODE. THE WATER LINE SHALL NOT HAVE JOINTS OR CONNECTION WITHIN 10-FEET OF THE CROSSING. INSULATE CROSSINGS WITH STORM SEWER. 8. UTILITY SERVICES TYPICALLY TERMINATE 5' OUTSIDE BUILDING WALL UNLESS OTHERWISE SHOWN OR NOTED. 9. STORM SEWER PIPE: A. RCP AND HDPE PIPE MAY BE INSTALLED WITH APPROVAL OF LOCAL GOVERNING AGENCY OR MN DEPARTMENT OF LABOR AND INDUSTRY. B. REINFORCED CONCRETE PIPE SHALL BE CLASS 5 FOR PIPE DIAMETERS 181, AND SMALLER, CLASS 3 FOR PIPE DIAMETERS 21" AND LARGER UNLESS OTHERWISE NOTED, PER ASTM C76, WITH GASKETS PER ASTM C443. C. HDPE STORM PIPE 4- TO 10-INCHES IN DIAMETER SHALL MEET REQUIREMENTS OF AASHTO M252. HDPE STORM PIPE 12- TO 60-INCHES IN DIAMETER SHALL MEET REQUIREMENTS OF ASTM F2306. FITTINGS SHALL BE PER ASTM D3212 AND INSTALLED PER ASTM D2321. D. PVC STORM SEWER PIPE AND FITTINGS SHALL BE SCHEDULE 40 PIPE PER ASTM D2665 AND INSTALLED PER ASTM D2321. E. ALL STORM SEWER JOINTS AND STRUCTURE CONNECTIONS SHALL BE GASTIGHT OR WATERTIGHT AS REQUIRED BY MINNESOTA PLUMBING CODE, PART 707.3. STORM SEWER LOCATED WITHIN 10-FEET OF A BUILDING AND/OR WATER LINE SHALL BE TESTED PER MINNESOTA PLUMBING CODE, PART 712. 10. ALL NONCONDUCTIVE PIPE SHALL BE INSTALLED WITH A LOCATE (TRACER) WIRE PER MINNESOTA PLUMBING CODE, PART 604.10.1. 11. AFTER CONSTRUCTION IS COMPLETED, THE CONTRACTOR SHALL PROVIDE THE OWNER WITH AN AS -BUILT RECORD OF UTILITY CONSTRUCTION. THE AS -BUILT SHALL INCLUDE LOCATION AND LENGTH DEVIATIONS OR CHANGES TO THE PLAN. CONTRACTOR TO VERIFY WITH OWNER OR ENGINEER WHETHER A PLAN WITH POST -CONSTRUCTION ELEVATIONS IS REQUIRED. 12. ALL CATCH BASIN CASTINGS IN CURB SHALL BE SUMPED 0.15 FEET AND MANHOLE CASTINGS IN PAVED AREAS SHALL BE SUMPED 0.05 FEET. RIM ELEVATIONS ON PLAN REFLECT THE SUMPED ELEVATIONS. Call 48 Hours before digging: 811 or call811.com Common Ground Alliance CROSSING UPPER UTILITY LOWER UTILITY BOTTOM OF PIPE TOP OF PIPE O STORM SANITARY ELEV = 955.0 ELEV = 951.3 O STORM SANITARY ELEV = 952.8 ELEV = 948.9 STORM WATER MAIN O ELEV = 952.6 ELEV = 950.7 Y Ln N Y O N V a U 6i Ln J J U LU Z w w w = Z Q K Z o o v Y w 0 U 0 = > F- K � a N oc 0 o00 0 o z w w � N � O N N o O lij Ln D L/1 ljj Ln N N Z V V J O O O . z W aaaaa o rn V Zw o, �o W �� N� W a o= elf O v)� Qz Lo ; v U V O L U WQ 0 v V a "' w a a Q w mg� del aa� z aow to Z w �z aaz z l7 w Z O Z L/) w a Q Q U = d O O J H =) L W N F- wz O } Q LL LL O LU �� Ln r-,\j U w w H C) w zz J w Q Q = Lu a =000 N o ap z W J W O m V 9pLU LAJ Z Z O O 42 02 a 0 0 m W > CO p`m L Ln � LO GG O Z GV r o C C LO N LO � L9 L9 q r-r-r- c mrna) LoLO0 O x LL d LL F O o I- J V� ) J 1 W U SHEET NUMBER: z 1"=20' O C591 w 0' 20' 40' 60' � m CONSTRUCTION DOCUMENTS Q W DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 0 u 0 0 00 Ln 0 Ln CD CD J U 0 C> 00 Ln CD Ln 0 0 1'- 0" �OR 5' IN BACK OF CURB IF CONCRETE WALK OR BITUMINOUS PATH ARE HYDRAFINDER PRESENT FLAG WATEROUHYDRANT MODEL 67 HYDRANT YELLOW OUT OF ORDER TAG w TO BE INSTALLED ON PUMPER CONN. zi AFTER BACK -FILL (L BREAKOFF FLANGE EXISTING OR FUTURE STREET CURB OR GUTTER LINE w 1" TO 2" MAXIMUM ao ABOVE BURY LINE (FINISHED GRADE) FINISHED GRADE Q a VALVE BOX AS WATERMAIN SPECIFIED T1 " TO 2" I 1 L� I z O 2 LAYEWMEGALUG 2'- 6" AS REQUIRED 10' POLY TYPICAL 3' DIAMETER BY 3' DUNDER HYDRANT FILL1/4 STEEL VALVE BOX ADAPTOR A MINIMUM OF 1 C.Y1-1/2" CLEAR STONWITH PROTECTIVE COATING AS MANUFACTURED BY ADAPTOR INC. OR APPROVED EQUAL EGALUGMEGALUG GATE VALVE TEE THRUSTEGALUG BLOCKING BLOCKING BEHIND BELOW GATE THRUST HYDRANT PRECAST CONCRETE BASE VALVE BLOCKING AS SPECIFIED (15% 15"x 4") BEHIND TEE Standard Plate Library City of Monticello Title: Typical Hydrant Installation Date: 03-05 Plate No. Revised: 2001 03 —17 / CONCR E CURB AND GUTTER G a EXPANSION JOINTS A. EXPANSION JOINTS B 6' m d a G. 'd< a ° . a a ° CONCRETE TO BE EXPANSION POURED INTEGRALLY EXPANSION LA WITH CURBJOINTS JOINTS PLAN B618 CONCRETE CURB AND GUTTER /41AB PER /MIN �. <� 7" MIN. 7 FI�� 3/4 a 17" WIDTH VARIES 5' MIN. SECTION B—B SECTION A —A Standard Plate Library City of Monticello Title: Commercial Driveway Entrance Date: 03-05 Plate No. Revised: 03 —15 5008 / GROUTING BETWEEN PIPE ANC MANHOLE BARREL SHALL BE WITH NON -SHRINKING CEMEN' ALL MANHOLES WITH INSIDE DROP SECTION SHALL BE 5' DIA (I.D.) MANHOLE SECTION TO BE ASTM C-478 CLASS II CIRCULAR REINF LATEST REVISION USE R-2 JOINT FOR ALL MANHOLE JOINTS SEALS (INTERNAL OR EXTERNAL) OR APPROVED EQUAL" STANDARD MANHOLE FRAME AND COVER ADJUSTING RINGS MIN 4" - MAX 12" 6 I a 48' DIA STEPS AT 1B' OC �T 8' "CRE-SEAL","RESEAL", OR APPROVED EQUAL o 8' PRECAST GASKET CONNECTION SHALL BE USED FOR CONNECTION PIPE TO MANHOLE VARIABLE j t MAX. 24' Q2 PRECAST BOTTOM SECTION + +,.` • "� WITH INVERT #5 AT 12" OC EACH WAY STANDARD MANHOLE FOR SANITARY SEWER NO SCALE NOTES: 11� MANHOLE STEPS SHALL BE CAST IRON OR MA MODEL PS-I-PF (BY MA INDUSTRIAL INC.) CONFORMING TO ALL OSHA REGULATIONS AND SPACED 16" OC. `2 IF DROP IS GREATER THAN 24" INCHES, USE OUTSIDE DROP. Standard Plate Library City of Monticello Gravel pad(s) MnDOT Class CA-15 or CA-25 Riprap Bedding B" MIN Standard Sanitary Manhole Date: 03-05 Plate No. Revised: 3001 03 —15 / Geotextile fabric Original grade 0 SECTION B-6 (not to scale) I plates Original Geotextile fabric SECTION A —A grade (not to scale) NOTES: Channelize runoff to sediment Sediment Trapping Device trapping device A i C of Ribbed or Corrugated steel plates A A B6 1 D, �o Q �o o 00� / 0 CD Q � L v z xl i LLJ / / Match Existing Grade Slope away from highway 50' min. or Right of Way PLAN Standard Plate Library City of Monticello Commercial Gravel Construction Entrance Date: 06-14 Plate No. Revised:03-15 6002 / I C CASTING ADJUSTING RINGS 4" MIN - 12" MAX STANDARD FRAME & COVER INSTALL INFRA SHIELD (OR APPROVED EQUAL) EXTERNAL CHIMNEY SEAL r ROADWAY SURFACE ! / SEE MnDOT STANDARD PLATE 4020 FOR COVER REQUIREMENTS •'' �'' WALL CONSTRUCTION SHALL BE CLASS II " — =' PRECAST PIPE, EXCEPT 48" DIA MAY BE (E) ASTM C 478 CONCRETE PIPE. SEE MnDOT STANDARD — z z — — 8" CAST -IN -PLACE PLATE 3000 (NO TONGUE OR GROOVE AT TOP o © CONCRETE — OR BOTTOM OF THIS SECTION). CAST -IN -PLACE 0 N 4' TO 10' CONCRETE OR MASONRY CONSTRUCTION 0 ~ (BRICK OR BLOCK) ALLOWED ONLY IF APPROVED L Z p z ' .� BY ENGINEER CD J O CONCRETE DOGHOUSE REQUIRED ON OUTSIDE AND INSIDE OF STRUCTURE .-x z AND PIPE CONNECTION O x�Q w Lo 2 � Y } _U Q 0_ Q DD ........� — STRUCTURE- 8" POURED CONCRETE BASE, FOR ALTERNATE PRECAST CONCRETE BASE. SEE MnDOT STANDARD PLATE 4011 (MODIFY DIAMETER AND 2" RAISED AREA TO FIT REQUIRED DIAMETER. O1 REFER TO STANDARD PLANS FOR HEIGHT AND DIAMETER REQUIRED. O MANHOLE STEPS SHALL BE CAST IRON OR MA MODEL PS-I-PF (BY MA INDUSTRIAL INC.) CONFORMING TO ALL OSHA REGULATIONS AND SPACED 16" OC. O MINIMUM STEEL REINFORCEMENT ® EQUIVALENT STEEL AREA IN WIRE MESH MAY BE USED OS GENERAL DIMENSIONS FOR CONCRETE APPLY TO BRICK AND CONCRETE MASONRY UNIT CONSTRUCTION ALSO, EXCEPT AS NOTED. ® 12" MINIMUM FOR PRECAST, 3 BRICKS OR 1 BLOCK MINIMUM FOR MASONRY CONSTUCTION © REINFORCEMENT AS PER MnDOT SPEC 3301, GRADE 60. Standard Plate Library CitY of Monticello H-L8" �.. MANHOLE MANHOLE,,,.; OR PLASTERED OR CATCH EXTERIOR CATCH >. BASIN BASIN DIA DIA SEWER BRICK (MnDOT SPEC 3616) BLOCK MASONRY CONSTRUCTION Title: Standard Manhole for Storm Sewer Date: 03-05 Plate No. Revised:4001 03-17 DF 1EIGHT PLAN WIMCO ROAD DRAIN CC-23* HIGH FLOW INLET PROTECTION CURB AND GUTTER MODEL DEFLECTOR PLATE OR CITY APPROVED EQUAL. OVERFLOW IS )'2 OF THE CURB BOX HEIGHT OVERFLOW AT TOP OF FILTER ASSEMBLY * FOR THE NEW R-3290-VB STANDARD CASTING, INSTALL WIMCO ROAD DRAIN CC-3290 OR CITY APPROVED EQUAL. Standard Plate Library City of Monticello Y FILTER ASSEMBLY DIAMETER, 6" ON -GRADE 10" AT LOW POINT HIGH -FLOW FABRIC Title: Inlet Protection Catch Basin Insert Date: 03-07 Plate No. Revised: 03-15 6004 Call 48 Hours before digging: 811 or call811.com Common Ground Alliance I I \ a A = D = A 35-1/4" 43" O PLAN CASTING TO BE SET 0.10' BELOW GUTTER ELEVATION INSTALL INFRA SHIELD CURB INLET FRAME AND CURB BOX (OR APPROVED EQUAL) STANDARD CASTING - NEENAH R-3067-V EXTERNAL CHIMNEY SEAL ADJUSTING RINGS 4" MIN - 12" MAX ENCASE WITH CONCRETE MANHOLE COVER TO BE 48" DIA COLLAR 6" �E II WITH 24"x 36" OPENING i *15" 24" I 9" CONCRETE DOGHOUSE REQUIRED ON OUTSIDE AND INSIDE OF STRUCTURE In AND PIPE CONNECTION w *48"(TYP) *DIMENSION VARIES e BASED ON STRUCTURE DIAMETER -- I RCP PIPE fff I CONCRETE CATCH BASIN MANHOLE J NOTES: AND BASE TO BE CRETEX TYPE 4338 OR APPROVED EQUAL 1. BASE TO BE GROUTED TO FORM A SMOOTH INVERT TO OUTLET. SECTION 2. PIPE CUT-OUTS TO BE LOCATED WHERE REQUIRED. CATCH BASIN MANHOLES REQUIRED IN GREEN SPACES SHALL BE CONSTRUCTED OF PRECAST CONCRETE ONLY IN ACCORDANCE WITH Mn/DOT STANDARD PLATE 4006L. THE CASTING SHALL BE NEENAH R-4342. CATCH BASIN MANHOLES LOCATED IN DRIVEWAYS SHALL BE CONSTRUCTED WITH AN ECCENTRIC TOP SLAB WITH A 27" ROUND OPENING. THE CASTING SHALL BE NEENAH R-3508-A2. Standard Plate Library City of Monticello Catch Basin Manhole Date: 03-05 Plate No. Revised:4003 03-17 / ---R w / to • • • 11 E' 0" 7.3' 3.3' �20.f • oil -4.6J N 9 03.3' • • 7.3' • • • • 0.7 STAPLES PER SQ. YD. 1.15 STAPLES PER SO. YD. 3.75 STAPLES PER SQ. YD. 4:1 SLOPES 3:1 SLOPES HIGH FLOW CHANNEL S SHORELINE / / I 1. PREPARE SOIL BEFORE INSTALLING BLANKETS, INCLUDING ANY NECESSARY APPLICATION OF LIME FERTILIZER, AND SEED a Ln a # w J o U Ln J J Q o w Z U—i1 w Y w 2 Z Q Q � Z O O U J V DC w U 2 > H m � a N Dc O O z LU w Co w O � J N � to m O CD N 0 0 Lei N z Ln N Z O C) CD z a a a a a O Zwrn CD V W Ln �Ln a �° 5 O N F- G Q Z Lp ; �G 0 u LU Z_ �a WQ 00 U V "1 0- LL EY d 2 a aW mg� a 0 � Of N mow z W C) aaz Z 3 z W Z0Z W cn E > Q Q z U N W O i_D7,w J �NwZ N Ln O } Q LL LL 0 0 LL oc W V) [O z J w LU W = J ~ < Q = a =ono Ln o ap z W J Cal O V � 9 P: LU U W Z ~ Z0 O a 0 o m 2 > CO p` co L to LO E mZ S 32 y W !E o� LID N LID LOCO co co co O V J I— W 0 standard Ylate Library Stapling Patterns & Installation U o City of Monticello Date: Plate No. U 03-08 6011 / Revised: 03-15 SHEET NUMBER: z C660 w af 120 CONSTRUCTION DOCUMENTS Q W DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 2. BEGIN AT THE TOP OF THE SLOPE BY ANCHORING THE BLANKET IN A 6- (15Cm) DEEP X 6- (15Cm) WIDE TRENCH WITH APPROXIMATELY 12' (30cm) OF BLANKET EXTENDED BEYOND THE UP -SLOPE PORTION OF THE TRENCH. ANCHOR THE BLANKET WITH A ROW OF STAPLES/STAKES APPROXIMATELY 12' (30Cm) APART IN THE BOTTOM OF THE TRENCH. BACKFILL AND COMPACT THE TRENCH AFTER STAPLING. APPLY SEED TO COMPACTED SOIL AND FOLD REMAINING 12" (30Cm) PORTION OF BLANKET BACK OVER SEED AND COMPACTED SOIL. SECURE BLANKET OVER COMPACTED SOIL WITH A ROW OF STAPLESISTAKES SPACED APPROXIMATELY 12" (30Cm) APART ACROSS THE WIDTH OF THE BLANKET. 3. ROLL THE BLANKETS (A.) DOWN OR (B.) HORIZONTALLY ACROSS THE SLOPE. BLANKETS WILL UNROLL WITH APPROPRIATE SIDE AGAINST THE SOIL SURFACE. ALL BLANKETS MUST BE SECURELY FASTENED TO SOIL SURFACE BY PLACING STAPLES/STAKES IN APPROPRIATE LOCATIONS AS SHOWN IN THE STAPLE PATTERN GUIDE. WHEN USING OPTIONAL DOT SYSTEM, STAPLES/STAKES SHOULD BE PLACED THROUGH EACH OF THE COLORED DOTS CORRESPONDING TO THE APPROPRIATE STAPLE PATTERN. 4. THE EDGES OF PARALLEL BLANKETS MUST BE STAPLED WITH APPROXIMATELY 2--5- (5Cm-12.5=) OVERLAP DEPENDING ON BLANKET TYPE. TO ENSURE PROPER SEAM ALIGNMENT, PLACE THE EDGE OF THE OVERLAPPING BLANKET (BLANKET BEING INSTALLED ON TOP) EVEN WITH THE COLORED SEAM STITCH ON THE PREVIOUSLY INSTALLED BLANKET. 5. CONSECUTIVE BLANKETS SPLICED DOWN THE SLOPE MUST BE PLACED END OVER END (SHINGLE STYLE) WITH AN APPROXIMATE 3' (7.5cm) OVERLAP. STAPLE THROUGH OVERLAPPED AREA, APPROXIMATELY 12" (30Cm) APART ACROSS ENTIRE BLANKET WIDTH. NOTE: 'IN LOOSE SOIL CONDITIONS, THE USE OF STAPLE OR STAKE LENGTHS GREATER THAN 6' (15Cm) MAYBE NECESSARY TO PROPERLY SECURE THE BLANKETS. Title: Erosion Control Blanket U c N a� V c O_ 0 Ln a2 0 a 0 a� N CD N 0 u 0 O Ln O Ln 0 0 J U 0 O 00 Ln Ln O O PAI 3 ° 4" CONCRETE WALK WITH a CONTRACTION JOINTS EVERY 5' AND ° EXPANSION JOINTS EVERY 100' OR AT 90° INTERSECTIONS SLOPE 3/4" PER FT. FINISH GRADE TIP (VT SiOP.E 3/4"'PER FT. ° ° SEE PLAN ° G ° ° N X" 8" 2% CROSS SLOPE } YIII III ° °° a g a , III v v v v v II�IU U U U U U U U v O U O O O O O O O O O O O O O O O CCi C� CCiCn CCi III Ci Curb Type X Y \\- B612 12" 20" 6" MIN. B618 18" 26" - - 4" MNDOT SPEC 3138 CLASS 5 AGGREGATE BASE B624 24" 32" NOTES: 1. EXPANSION JOINT SPACING IS 100' NOTES: 2. MIN. 3" CL. 5 UNDER C.&G. 1. SEE ARCHITECTURAL PLANS FOR WALK SCORING AND JOINT LAYOUT. 3. CURB SHALL BE PER MnDOT SPEC 2531 2. WALK SHALL BE PER MnDOT SPEC 2521 MIX NO. 3A32 WITH A 28-DAY DESIGN STRENGTH OF 3900-PSI LAST REVISED: LAST REVISED: Vgmtwwd B6 STYLE CURB AND GUTTER 01/09/20 VJ@Ntwwd PRIVATE CONCRETE SIDEWALK 08/15/17 S101 S108 F__1 0 CAP REQUIRED � EDGE OF PAVEMENT 2" GALVANIZED 1 1 1 1 G O STEEL PIPE, I I ROUND, SET IN } L J 1" DIAMETER HOLE - - CONCRETE \III I IL 8'-0" M.E.P. (TYP.) 6-0" P.O.V. 7 -0 BOTTOM OF THE LOWEST SIGN TO BE MOUNTED 2'-0" 60"-66" FROM MIN. PARKING GRADE MOWING EDGE PAVEMENT // : I I': 6" STEEL 2 0 I I• CASING ;W=W-W-W-W •' I-W-W-W-W- -=W-W-W=. W--W=W=W, i rW W 1 .'..� I-W-W-W MIN.=W_ , . ..,IWWWWWWu T-6" MIN. FROST ��.l CONCRETE i-W-W • I-W-W-W- DEPTH IF GREATER .. W-W- W-In-In-LIL. U il-W-W . I - 1 E, HTI=1TI-I FOOTING W=W- W-III-III-III-i_ CONCRETE CURB & I-w=1il=lil=lil-_ d-W-W-W- ..�, �.. L: �W--III-III-ITI-III-L I �• W-W-W-W-_ � � I-W=W=ITI-ITI=111- W-W-W-W-W--w-w-wW-W=W, GUTTER 1-W-W-W-W-W • I-W W W W-W-' -- --- .� W_W_W_Wd �-� v W=W=W=W-_ - - _ W- - - I uI� 10-lil-W-W-W--W...... ll...... -1u- 12" SIGN INSTALLED IN LANDSCAPE AREA ACCESSIBLE STALL PARKING SIGN INSTALLED IN PARKING LOT NOTE: 1. SIGN TO BE 2-SIDED WHERE ACCESSIBLE PARKING STALLS FACE ONE ANOTHER. 2. PARKING GRADE IS DEFINED AS EITHER FLOW LINE OF CURB OR PAVEMENT SURFACE AT THE HEAD OF THE STALL. LAST REVISED: SIGN POST INSTALLATION 11/16/2023 5114 • • • • • �r •NA W • • • NOTE: SEE STRUCTURAL PLANS FOR WALK SCORING AND JOINT LAYOUT. CONCRETE CURB AT SIDEWALK LAST REVISED: 08/15/17 5124 PAVEMENT #6 REBAR (TYP.) 1'-01, I 2'-6" I 2'-6" PAVEMENT I I 9 ', YMmtYYood PRECAST CONCRETE WHEEL STOP 0 B6 STYLE CURB SEE DETAIL S101 PERSPECTIVE NO SCALE BEAVERTAIL CURB 51 LAST REVISED: 08/15/17 S116 LAST REVISED: 08/15/17 S131 A --I --?�O rq----I BACK OF CURB . FACE OF CURB DRIVING LANE FACE OF - - =.' �- L':- PAVEMENT MARKING _ (WIDTH VARIES) CURB 4' MIN. OR _ 4' MIN. CR 5 MAN. PER PLAN 5' MAN' 5' MIN. PER PLAN I - 5' MIN. °� A J AJ PLAN VIEW OF DIAGONAL RAMP PLAN VIEW OF PERPENDICULAR RAMP 4 4 CURB FACE RAMP 6'-0" ROAD OR GUTTER I _ MIN. _ _ LANDING 5%APPROACH I 4' MIN. 6 FT SLOPE MAX^T-----------. 5{p4•^:+;;t:yL.46:;•i`.p/�nYI%�IiYivi LL .,......., 0 m DRIVING LANE �'•�RAMP 8.33/o MAX. SLOPE WIDTH VARIES) 1/2" PREFORMED CONCRETE WALK m JOINT FILLER MATERIAL SECTION A -A MAX. SIDE FLARE 10% ROUND ALL SLOPED MAX SLOPE INTERSECTIONS " _ SIDE FLARE _ _ RAMP _ _ SIDE FLARE 5' MIN. I 4' MIN. I 5' MIN. - I NOTES: 1. TAPED AREAS TO BE CENTERED AND ALIGNED ON CENTER LINE AND LANE LINES. ELEVATION OF RAMP MAKE ADJUSTMENTS IN CENTER MEDIAN AREA. NOTES: 2. ZEBRA CROSSWALKS SHALL BE WHITE POLYMER -PREFORMED TAPE OR AN ACCEPTABLE 1. PROVIDE A RELATIVELY FLAT MINIMUM 4'x4' LANDING BEHIND THE PEDESTRIAN RAMP, 2% EQUIVALENT APPROVED BY THE ENGINEER. MAXIMUM CROSS SLOPE BOTH DIRECTIONS. 3. A MINIMUM OF 1.5 FT. CLEAR DISTANCE MUST BE LEFT ADJACENT TO CURB. IF LAST STRIPED AREA FALLS 2. CURB RAMP AREA TO BE CONCRETE AND MEET LATEST ADA REQUIREMENTS. RAMP CROSS SLOPE 2% MAXIMUM. INTO THIS DISTANCE, IT MUST BE OMITTED. BACK-TO-BACK PEDESTRIAN RAMPS SHALL HAVE MINIMUM 48'' LANDING BETWEEN, OR PROVIDE AT -GRADE CROSSING. 4. REMOVE ALL CONFLICTING PAVEMENT MARKINGS AS DIRECTED BY THE ENGINEER. 3. SIDE FLARES TO BE CONCRETE AND IMPLEMENTED WHERE ADJACENT TO PAVED AREAS. FLARED 5. AT SKEWED CROSSWALKS, THE TAPED AREAS ARE TO REMAIN PARALLEL TO THE LANE LINES. SLOPE TO BE 10% MAXIMUM. EXISTING CURB RAMP ALTERATIONS, WITH NO LANDING, SHALL BE 8.33% MAXIMUM. PROVIDE 10% MAXIMUM SLOPE, UNLESS NOTED OTHERWISE. 6. WHERE PAVEMENT MARKINGS CAN NOT BE INLAYED INTO THE HOT MAT, PAVEMENT 4. ANY VERTICAL LIP THAT OCCURS AT THE FLOW LINE MAY NOT BE GREATER THAN 1/4 INCH. SHALL BE GROOVED FOR THE INSTALLATION OF THE POLYMER -PREFORMED MARKINGS. 5. RAMP AND FLARED SIDE SURFACE TO BE MEDIUM BROOM FINISH, PERPENDICULAR TO TRAVEL PATH. SEE Mn/DOT STANDARD SPECIFICATION 2564. 6. WALK SHALL BE PER MnDOT SPEC 2521 MIX NO. 3A32 WITH A 28-DAY DESIGN STRENGTH OF 3900-PSI. LAST REVISED: LAST REVISED: YM@StYY00d PRIVATE PEDESTRIAN CURB RAMP 08/15/17 YIIoOd CROSS WALK STRIPING 08/15/17 S109 S111 FILL JOINT WITH FLOWABLE POLYURETHANE CAULK 6" CONCRETE PAVEMENT W/ #4 REBAR AT 16" O.C. EACH WAY 8" MnDOT SPEC. 3138 CLASS 5 COMPACTED SAND SUBGRADE (100% STANDARD PROCTOR) CONCRETE PAVEMENT 2.5" MnDOT TYPE SPWEA340B WEARING COURSE MNDOT SPEC. 2357 BITUMINOUS TACK COAT 2.5" MnDOT TYPE SPNWB330B BASE COURSE 8" MnDOT SPEC. 3138 CLASS 5 COMPACTED SAND SUBGRADE (100% STANDARD PROCTOR) BITUMINOUS PAVEMENT (HEAVY DUTY) 2" MnDOT TYPE SPWEA340B WEARING COURSE MNDOT SPEC. 2357 BITUMINOUS TACK COAT 2" MnDOT TYPE SPNWB330B BASE COURSE 8" MnDOT SPEC. 3138 CLASS 5 COMPACTED SAND SUBGRADE (100% STANDARD PROCTOR) BITUMINOUS PAVEMENT (STANDARD DUTY) PAVEMENT SECTIONS SHOWN ARE FOR PLANNING PURPOSES ONLY. REFER TO GEOTECHNICAL REPORT FOR FINAL PAVEMENT SECTIONS. LAST REVISED: Vdeshvmd PAVEMENT SECTIONS 08/15/17 5119 RESERVED PARKING ON ONLY SIGNAGE PER JAl HANDICAP ACCESSIBLE LU - SIGNAGE AND m STRIPING DETAIL 00 zz �72 12' LONG - GALVANIZED 3 LB. < U-CHANNEL SIGN POST w 00 J LL 6"0 CONCRETE FILLED STEEL POST PAINTED BLUE 0o v p LU I NOTE: z TOP OF ALL HANDICAP SIGNS TO BE SET o Co O AT UNIFORM HEIGHT REGARDLESS OF VAN ACCESSIBLE SIGN OR PENALTY FINE (////////. SIGN INCLUSION. T 2000 P.S.I. CONCRETE m 1I • •' .' Co -I LAST REVISED: VJ@stvvwd SIGN POST WITH BOLLARD 08/15/17 5136 (SELF LEVELING) FLUSH WITH SURFACE N 1/8" DIAMETER DOWEL BARS Z,2 " LONG @ 2'-6" SPACING z- W/CAGE (OPTIONAL - SEE GEOTECH. RECOMMENDATIONS) JOINT SPACING ' T = THICKNESS OF CONCRETE MAX -SIZE MAX -SIZE SLAB THICKNESS AGGREGATE < 3/4" AGGREGATE > 3/4" 4" 8' 10, 5" 10, 13' 6" 12' 15, 7" 14' 18' 8" 16' 20' NOTE: 1. THE JOINT FACES SHALL BE CLEANED AND 9" 18, 23' DRIED BY SANDBLASTING AND AIR BLASTING, 10" 20' 25' PRIOR TO SEALING THE JOINT. LAST REVISED: Westwood SAW CUT CONTROL JOINT 01/29/24 S122B EXTRA STRENGTH FILTER FABRIC TYPE II - ADD WIRE MESH BACKING TYPE III - ADD WIRE MESH AND HAY BALES STEEL OR WOOD POST F�� Fj_Oi N W G`NY � �- P PC�N ONCE• 3 �6 90 N �N�E o= PONDING HEIGHT o LU 36" HIGH MAX. `/ FILTER FABRIC, < w = STEEL OR ATTACH SECURELYLU WOOD POST TO UPSTREAM O SIDE OF POST LU O - PONDING HEIGHT RUNOFF Ln _ RUNOFF Dim // / �/ co \, 4"x6" TRENCH / WITH COMPACTED BACKFILL GRAVEL STANDARD DETAIL TRENCH WITH NATIVE BACKFILL ALTERNATIVE DETAIL TRENCH WITH GRAVEL NOTES: 1. INSPECT AND REPAIR FENCE AFTER EACH STORM EVENT AND REMOVE SEDIMENT WHEN NECESSARY. 2. REMOVED SEDIMENT SHALL BE DEPOSITED TO AN AREA THAT WILL NOT CONTRIBUTE SEDIMENT OFF -SITE AND CAN BE PERMANENTLY STABILIZED. 3. SILT FENCE SHALL BE PLACED ON SLOPE CONTOURS TO MAXIMIZE PONDING EFFICIENCY. LAST REVISED: WwtYU00d SILT FENCE 08/15/17 GD02 Call 48 Hours before digging: 811 or call811.com Common Ground Alliance 4.75 NOTE: 1. ALL TRAFFIC FLOW ARROWS TO BE SOLID WHITE REFLECTIVE TRAFFIC PAINT AS PER DIMENSIONS ABOVE TRAFFIC ARROW LAST REVISED: 08/15/17 5113 NOTES: 1. EXCEPT WHEN NOTED OTHERWISE IN THE PLANS, THE SMOOTH GREASED TIE BAR SPACING FOR ALL LONGITUDINAL CONTROL JOINTS SHALL BE 2'-6" CENTER TO CENTER. 2. ALL TIE BARS SHALL MEET THE REQUIREMENTS OF GRADE 60 FOR AASHTO M-31 OR M-53. 3. JOINT WIDTH TOLERANCE IS +1/16 IN. TO -1/32 IN. 4. THE JOINT FACES SHALL BE CLEANED AND DRIED BY SANDBLASTING AND AIR BLASTING PRIOR TO SEALING THE JOINT. LAST REVISED: Westwood CONSTRUCTION JOINT 08/15/17 5123 Ln # J U w Ln J J U z Ln w w 2 Z < Of Z 0 E 0 � < I— w U 2 > � a N oc O 000 z � o � LU w O N J O N N 0 0 LL Ln Ln Lri -rJ rJ sn z 3- T J O O c) < Ln z W aaaaa O dl V Zw o, �o W N� W o= ° O Q Z LO > �U �u �w Z LU WQ 0 v V a "' LU d g a < � W < Wow Oz << z z 3 w ZOZ cn w a > < < U n w Z 0 =�71L^ J � Ln w z � N O } W LL p O LU �� Cif ��vL� 2 N U w w H J WO W z t Lu < 000 0 ap z W J CalW O V � 9PLU W Z Z O a2 2 a > m p` m L Ln LO N Z V � C � Y t o c c LO N LO L9�L r` r- r` c cn co cn O orno '1X V) J Q W J > O U J W U H- SHEET NUMBER: z O C6.1 w uf m CONSTRUCTION DOCUMENTS Q LU DATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 0 O Co O O O J U i i 0 0 00 Ln O 0 0 0 REVISIONS REV # DATE BY: 1 3/ 1 B/24 J . P. sro PHOTOMETRIC PLAN PROVIDED BY OTHERS, NOT TO SCALE. 0:6 n n fro BASED ON THE INFORMATION PROVIDED, ALL DIMENSIONS AND LUMINAIRE LOCATIONS SHOWN REPRESENT RECOMMENDED POSITIONS. THE ENGINEER AND/OR ARCHITECT MUST DETERMINE APPLICABILITY OF THE LAYOUT TO EXISTING OR FUTURE FIELD CONDITIONS. THIS LIGHTING PATTERN REPRESENTS ILLUMINATION LEVELS CALCULATED FROM LABORATORY DATA TAKEN UNDER CONTROLLED CONDITIONS UTILIZING CURRENT INDUSTRY STANDARD LAMP RATINGS IN ACCORDANCE WITH ILLUMINATING ENGINEERING SOCIETY APPROVED METHODS. ACTUAL PERFORMANCE OF ANY MANUFACTURERS LUMINAIRE MAY VARY DUE TO VARIATION IN ELECTRICAL VOLTAGE, TOLERANCE IN LAMPS AND OTHER VARIABLE FIELD CONDITIONS. / 0.1 0.1 0 . 0 0.1 +0 . Z// 0 / 0.0 0.1 /'0.0 IZ11tro 0.0 0.0.1 0.0 0.o0.0 0.1 3 ----- 4 0 Ar 0�� 1 0. 0 . WAr- 0 - _ + 0.1 0.1 0.0� .= -sa 6 -+o . + O0.1 0.1 0.1 -7 + ,o.l 6 0.4 /0.2 0. +.1 / 0.2 + .5/ 0 3 0 0.1 1 0.3 L 8 + 0A +0.4 2 /0.4 �- + 0L8 0.4 .2-_ I •� Q . 8+ 0.4 0.'..-2 ,0.5 1 2 / 0.00. .5 1 + .1/ 0 6 0 1 .5 1 +0/. 8 00 4 I :. 6,0 A ' 8 0. .4 8/ 0p43 " 9 0.22 0 + + U 4,0.�•1� , U 20.1 0 ,0 3 a,,. 1 .7 .1 3.0 3.8 3.8 5 3.3 2.7 2.7 3.0 3 2. qQ 4 3 0.0 p B+ + 2. + .3 3.4 4.6 4.2 3.3 2. .2 2.6 2. + . .9 3 9 /4 /0.��6�. B +` 4 �' + + + + + + + + + + +/ �+ + lo� .6 .9 3.2 4.4 3.0 2� 2 5 2.4 2.6 2.4 .2 2.5 0'.54 011 + 0.2 _+ + 2.5 2.2 + .8 + f_ ' .4 0. 0 Pe 0. Fp Tv6 0.0 + + 1 + . C . 5 0.5 0 � +--In-_+ + i jA y•fA-0. am'?Q 1. d U_t0 •� 6.0 0.1 -CL,O 0 . + . 0 0 6.0 0+pQ �0 22 , 0.30.3 0.4 0.6 0.3 .1� .0 0.3- + + + + + + + �+ U + 0.0 0.0 0.0 0.0 0.0 0.0 .1 0.1 6.1 0.1 0.1 6.1 0.0 0.0 Calculation Summary Label PROPERTY LINE DRIVE THRU ❑ ENTRANCE DRIVE ■ PARKING & DRIVE + + + + + + + + + + + + + 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 ------------- 0.0 0.0 sAN Units Avg Max Min Avg/Min Max/Min PtSpcLr PtSpcTb Luminaire Schedule Fc 0.46 2.0 0.0 N.A. N.A. 10 N.A. WLS17583 PANERA MONTICELLO, MN PM: HOLLY PLEASE EMAIL US FOR PRICING AT HOLLY@WLSLIGHTING.COM Fc 2.88 4.6 1.2 2.40 3.83 10 10 Symbol Qty Label Lum. Lumens LLF Description Fc 2.49 3.4 1.6 1.56 2.13 1 A 17605 0.970 WLS-Cl-132-4K7-5QW-SLW 25' MOUNTING HEIGHT Fc 2.85 5.5 1.2 2.38 4.58 •--� 4 B 15421 0.970 WLS-Cl-132-4K7-4F-HSS-90-B-SLW 25' MOUNTING HEIGHT Call 48 Hours before digging: 811 or call811.com Common Ground Alliance aN� LL Z�0 ❑ [7 - X z_ � � Q I ICI L W ❑ J W a o� rn = I❑3 LO ❑3 U��❑O� 3 N ❑ , M LL t0 C �- rp M L1.1 a E 0 v ry N i Mr M i m� W \1 Q a N O�J W J m z W , QU w a� o z � 0 M N Lum. Watts 1 135 \ 135 5 # # V) a a w o U w In J J Q a Z J Z Z O v w w Q w S K O w U S > N cc O O00 z 0 o w w CD N N 0 0 w ; L/) V) Ln z a 0 0 . . . Qo z aaaaa O _ V Z w� O W Ln �� W o= ° OJ o< Qz rs�0 > 3 U U L2 V � w LL 0 wa W o o u 00 °C V w o' a PAI V) Z U J w F- Q 0 a 0 z W J mLLIO V � U W Z z 0 0 a2 2 a > m Ov L`•) L LO Lo E 8 t Y �o o= O N O y Lo N Ln VI �00- ln Ln Ln (� C ccnMm O 0) LT 0) N N N 00 Ln Ln 00 O O aD d oX� (L U- 1 z W V O 0 z O V D U SHEET NUMBER: 7- 0 CTO Q w m W DATE: 04/25/2024 Q 0_ PROJECT NUMBER: 0045058.00 O u 0 a J 00 Ln 0 Ln 0 0 J U 0 C) 0 0 00 Ln 0 Ln 0 0 PAI - SAN - SAN Sro STO - FO \ �N \ �AN �9l STO \ \ Sgti 410 < \ CODE QTY COMMON / BOTANICAL NAME SIZE SPACING O.C. MATURE SIZE CONIFEROUS TREES BHS 1 BLACK HILLS SPRUCE / PICEA GLAUCA 'DENSATA' 16' HT B&B AS SHOWN H 35'-45' W 20'-25' DECIDUOUS TREES SGM 2 SIENNA GLEN& MAPLE / ACER X FREEMANII 'SIENNA' 4" CAL AS SHOWN H 45'-50' W 35'-40' IMH 5 IMPERIALO HONEY LOCUST / GLEDITSIA TRIACANTHOS INERMIS 'IMPCOLE' 4" CAL AS SHOWN H 30-35' W 30-35' SWO 4 SWAMP WHITE OAK / QUERCUS BICOLOR 4" CAL AS SHOWN H 40'-60' W 30'-40' CONIFEROUS SHRUBS HOA 8 HOLMSTRUP ARBORVITAE / THUJA OCCIDENTALIS�HOLM`STRUP'�� 45ONT. �5'-O""O.C. DECIDUOUS SHRUB DBH 16 DWARF BUSH HONEYSUCKLE / DIERVILLA LONICERA #5 CONT. 3A" O.C. H 2-3' W 2-3' CCS 25 DOUBLE PLAY® CANDY CORN ® SPIREA / SPIRAEA JAPONICA 'NCSX1 #5 CONT. 3A" O.C. H 2-3' W 2-3' ANNUALS/PERENNIALS ICD 20 ICE CARNIVAL DAYLILY / HEMEROCALLIS X 'ICE CARNIVAL' #1 CONT 24" O.C. H 18"-24" W 18"-24" ACB 16 NORTHERN EXPOSURETm AMBER CORAL BELLS / HEUCHERA X 'TNHEUNEA' #1 CONT. 24" O.C. H 12-18" W 18-24" GR SSES KFG 17 1 I1IARL FOERSTER FEATHER REED GRASS / CALAMAGROSTIS X ACUTIFLORA'KARL FOERSTER' #1 CONT 30" O.C. H 4-5' W 2-3' PDS 19 AIRIE DROPSEED / SPOROBOLUS HETEROLEPIS #1 CONT. 30" O.C. H 2-3 W 2-3 ABBREVIATIONS: B&B = BALLED AND BURLAPPED CAL. = CALIPER HT. = HEIGHT MIN. =MINIMUM O.C. = ON CENTER QTY .= QUANTITY CONT. = CONTAINER NOTE: QUANTITIES ON PLAN SUPERSEDE LIST QUANTITIES IN THE EVENT OF A DISCREPANCY. \ 'sT0 7 ,3 - SWO Iftft _ WA _- _ 'o LANDSCAPE LEGEND PLANTING NOTES 1. CONTRACTOR SHALL CONTACT COMMON GROUND ALLIANCE AT 811 OR CALL811.COM TO VERIFY LOCATIONS OF ALL UNDERGROUND UTILITIES PRIOR TO INSTALLATION OF ANY PLANTS OR LANDSCAPE MATERIAL. 2. ACTUAL LOCATION OF PLANT MATERIAL IS SUBJECT TO FIELD AND SITE CONDITIONS. 3. NO PLANTING WILL BE INSTALLED UNTIL ALL GRADING AND CONSTRUCTION HAS BEEN COMPLETED IN THE IMMEDIATE AREA. 4. ALL SUBSTITUTIONS MUST BE APPROVED BY THE LANDSCAPE ARCHITECT PRIOR TO SUBMISSION OF ANY BID AND/OR QUOTE BY THE LANDSCAPE CONTRACTOR. 5. CONTRACTOR SHALL PROVIDE TWO YEAR GUARANTEE OF ALL PLANT MATERIALS. THE GUARANTEE BEGINS ON THE DATE OF THE LANDSCAPE ARCHITECT'S OR OWNER'S WRITTEN ACCEPTANCE OF THE INITIAL PLANTING. REPLACEMENT PLANT MATERIAL SHALL HAVE A ONE YEAR GUARANTEE COMMENCING UPON PLANTING. 6. ALL PLANTS TO BE SPECIMEN GRADE, MINNESOTA-GROWN AND/OR HARDY. SPECIMEN GRADE SHALL ADHERE TO, BUT IS NOT LIMITED BY, THE FOLLOWING STANDARDS: ALL PLANTS SHALL BE FREE FROM DISEASE, PESTS, WOUNDS, SCARS, ETC. ALL PLANTS SHALL BE FREE FROM NOTICEABLE GAPS, HOLES, OR DEFORMITIES. ALL PLANTS SHALL BE FREE FROM BROKEN OR DEAD BRANCHES. ALL PLANTS SHALL HAVE HEAVY, HEALTHY BRANCHING AND LEAFING. CONIFEROUS TREES SHALL HAVE AN ESTABLISHED MAIN LEADER AND A HEIGHT TO WIDTH RATIO OF NO LESS THAN 5:3. 7. PLANTS TO MEET AMERICAN STANDARD FOR NURSERY STOCK (ANSI Z60.1-2014 OR MOST CURRENT VERSION) REQUIREMENTS FOR SIZE AND TYPE SPECIFIED. 8. PLANTS TO BE INSTALLED AS PER MNLA & ANSI STANDARD PLANTING PRACTICES. 9. PLANTS SHALL BE IMMEDIATELY PLANTED UPON ARRIVAL AT SITE. PROPERLY HEEL -IN MATERIALS IF NECESSARY; TEMPORARY ONLY. 10. PRIOR TO PLANTING, FIELD VERIFY THAT THE ROOT COLLAR/ROOT FLAIR IS LOCATED AT THE TOP OF THE BALLED & BURLAP TREE. IF THIS IS NOT THE CASE, SOIL SHALL BE REMOVED DOWN TO THE ROOT COLLAR/ROOT FLAIR. WHEN THE BALLED & BURLAP TREE IS PLANTED, THE ROOT COLLAR/ROOT FLAIR SHALL BE EVEN OR SLIGHTLY ABOVE FINISHED GRADE. 11. OPEN TOP OF BURLAP ON BB MATERIALS; REMOVE POT ON POTTED PLANTS; SPLIT AND BREAK APART PEAT POTS. 12. PRUNE PLANTS AS NECESSARY - PER STANDARD NURSERY PRACTICE AND TO CORRECT POOR BRANCHING OF EXISTING AND PROPOSED TREES. 13. WRAP ALL SMOOTH -BARKED TREES - FASTEN TOP AND BOTTOM. REMOVE BY APRIL 1ST. 14. STAKING OF TREES AS REQUIRED; REPOSITION, PLUMB AND STAKE IF NOT PLUMB AFTER ONE YEAR. 15. THE NEED FOR SOIL AMENDMENTS SHALL BE DETERMINED UPON SITE SOIL CONDITIONS PRIOR TO PLANTING. LANDSCAPE CONTRACTOR SHALL NOTIFY LANDSCAPE ARCHITECT FOR THE NEED OF ANY SOIL AMENDMENTS. 16. BACKFILL SOIL AND TOPSOIL TO ADHERE TO MN/DOT STANDARD SPECIFICATION 3877 (SELECT TOPSOIL BORROW) AND TO BE EXISTING TOP SOIL FROM SITE FREE OF ROOTS, ROCKS LARGER THAN ONE INCH, SUBSOIL DEBRIS, AND LARGE WEEDS UNLESS SPECIFIED OTHERWISE. MINIMUM 6" DEPTH TOPSOIL FOR ALL LAWN GRASS AREAS AND 12" DEPTH TOPSOIL FOR TREE, SHRUBS, AND PERENNIALS. 17. MULCH TO BE AT ALL TREE, SHRUB, PERENNIAL, AND MAINTENANCE AREAS. TREE AND SHRUB PLANTING BEDS SHALL HAVE 4" DEPTH OF SHREDDED HARDWOOD MULCH. SHREDDED HARDWOOD MULCH TO BE USED AROUND ALL PLANTS WITHIN TURF AREAS. PERENNIAL AND ORNAMENTAL GRASS BEDS SHALL HAVE 2" DEPTH SHREDDED HARDWOOD MULCH. MULCH TO BE FREE OF DELETERIOUS MATERIAL AND NATURAL COLORED, OR APPROVED EQUAL. ROCK MULCH TO BE BUFF LIMESTONE, 1 1/2" TO 3" DIAMETER, AT MINIMUM 3" DEPTH, OR APPROVED EQUAL. ROCK MULCH TO BE ON COMMERCIAL GRADE FILTER FABRIC, BY TYPAR, OR APPROVED EQUAL WITH NO EXPOSURE. MULCH AND FABRIC TO BE APPROVED BY OWNER PRIOR TO INSTALLATION. MULCH TO MATCH EXISTING CONDITIONS (WHERE APPLICABLE). 18. EDGING TO BE COMMERCIAL GRADE VALLEY -VIEW BLACK DIAMOND (OR EQUAL) POLY EDGING OR SPADED EDGE, AS INDICATED. POLY EDGING SHALL BE PLACED WITH SMOOTH CURVES AND STAKED WITH METAL SPIKES NO GREATER THAN 4 FOOT ON CENTER WITH BASE OF TOP BEAD AT GRADE, FOR MOWERS TO CUT ABOVE WITHOUT DAMAGE. UTILIZE CURBS AND SIDEWALKS FOR EDGING WHERE POSSIBLE. SPADED EDGE TO PROVIDE V-SHAPED DEPTH AND WIDTH TO CREATE SEPARATION BETWEEN MULCH AND GRASS. INDIVIDUAL TREE, SHRUB, OR RAIN -GARDEN BEDS TO BE SPADED EDGE, UNLESS NOTED OTHERWISE. EDGING TO MATCH EXISTING CONDITIONS (WHERE APPLICABLE). 19. ALL DISTURBED AREAS TO BE SODDED OR SEEDED, UNLESS OTHERWISE NOTED. PARKING LOT ISLANDS TO BE SODDED WITH SHREDDED HARDWOOD MULCH AROUND ALL TREES AND SHRUBS. SOD TO BE STANDARD MINNESOTA GROWN AND HARDY BLUEGRASS MIX, FREE OF LAWN WEEDS. ALL TOPSOIL AREAS TO BE RAKED TO REMOVE DEBRIS AND ENSURE DRAINAGE. SLOPES OF 3:1 OR GREATER SHALL BE STAKED. SEED AS SPECIFIED AND PER MN/DOT SPECIFICATIONS. IF NOT INDICATED ON LANDSCAPE PLAN, SEE EROSION CONTROL PLAN. 20. PROVIDE IRRIGATION TO ALL PLANTED AREAS ON SITE. IRRIGATION SYSTEM TO BE DESIGN/BUILD BY LANDSCAPE CONTRACTOR. LANDSCAPE CONTRACTOR TO PROVIDE SHOP DRAWINGS TO LANDSCAPE ARCHITECT FOR APPROVAL PRIOR TO INSTALLATION OF IRRIGATION SYSTEM. CONTRACTOR TO PROVIDE OPERATION MANUALS, AS -BUILT PLANS, AND NORMAL PROGRAMMING. SYSTEM SHALL BE WINTERIZED AND HAVE SPRING STARTUP DURING FIRST YEAR OF OPERATION. SYSTEM SHALL HAVE ONE-YEAR WARRANTY ON ALL PARTS AND LABOR. ALL INFORMATION ABOUT INSTALLATION AND SCHEDULING CAN BE OBTAINED FROM THE GENERAL CONTRACTOR. 21. CONTRACTOR SHALL PROVIDE NECESSARY WATERING OF PLANT MATERIALS UNTIL THE PLANT IS FULLY ESTABLISHED OR IRRIGATION SYSTEM IS OPERATIONAL. OWNER WILL NOT PROVIDE WATER FOR CONTRACTOR. 22. REPAIR, REPLACE, OR PROVIDE SOD/SEED AS REQUIRED FOR ANY ROADWAY BOULEVARD AREAS ADJACENT TO THE SITE DISTURBED DURING CONSTRUCTION. 23. REPAIR ALL DAMAGE TO PROPERTY FROM PLANTING OPERATIONS AT NO COST TO OWNER. LANDSCAPE SUMMARY SITE LANDSCAPING REQUIREMENTS: • 10.0 ACI OF CANOPY TREES (INCLUDING AT LEAST 1 EVERGREEN TREE) PER ACRE + AT LEAST 2 SHRUBS PER EACH OVERSTORY DECIDUOUS TREE 10 FT OF BUILDING PERIMETER. ACI REQUIRED: 10 ACI (40,602/43560=.93= 1 x 10= 10) SHRUBS REQUIRED: 47 (232 LF/10= 23.2 x 2= 46.4= 47 SHRUBS) VEHICLE USE PERIMETER REQUIREMENTS**: OVERSTORY CONIFEROUS TREE • EACH PERIMETER LANDSCAPE STRIP SHALL INCLUDE AT LEAST 8 AGGREGATE CALIPER INCHES (ACI) OF CANOPY TREES PER 100 LF OF LANDSCAPING STRIP, THE REMAINING GROUND SHALL BE LANDSCAPED (SOD, MULCH, ETC) ACI REQUIRED: 46 ACI (575 LF/100= 5.75 x 8= 46) ORNAMENTAL TREE SHRUBS PERENNIALS EDGER LANDSCAPE KEYNOTES Q A SHREDDED HARDWOOD MULCH (TYP.) B EDGER (TYP.) C SOD (TYP.) PERIMETER BUFFER REQUIREMENTS: • EXCEPT FOR ADJOINING SINGLE-FAMILY DETACHED RESIDENTIAL USED. ADJOINING COMMERCIAL AND INDUSTRIAL USES OCCURING WITHIN THE SAME ZONING DISTRICT BOUNDARY, AND USES IN THE CCD DISTRICT, ALL DEVELOPMENT SHALL PROVIDE A PERIMETER LANDSCAPE BUFFER TO SEPARATE USES IN A DIFFERENT USE CLASSIFICATION IN ACCORDANCE WITH Table 4-2: Buffer Types, and Table 4-3: Buffer Type Application TOTAL REQUIREMENTS**: ACI REQUIRED: 46 ACI SHRUBS REQUIRED: 47 SHRUBS ACI PROVIDED: 46 ACI SHRUBS PROVIDED: 47 SHRUBS ** PLANTINGS REQUIRED TO MEET VEHICULAR USE AREA AND PERIMETER VEHICLE USE AREA LANDSCAPING STANDARDS CAN BE COUNTED TOWARDS MEETING SITE LANDSCAPING REQUIREMENTS. SHRUB & PERENNIAL CONTAINER PLANTING Nlestwood DECIDUOUS TREE PLANTING EVERGREEN TREE PLANTING REMOVE CONTAINER, SCARIFY SIDES, AND SET SOIL MASS ON COMPACTED SOIL BASE MOUND, MATCHING SHRUBS NATURAL GROUNDLINE WITH FINISHED GRADE MULCH AS SPECIFIED (AND FILTER FABRIC, AS INDICATED) EDGING AT PLANTING BEDS, AS SPECIFIED, ADJACENT TO LAWN AREAS SCARIFY SIDES AND BOTTOM OF HOLE. DEPTH PER CONTAINER SOIL DEPTH BACKFILL PLANT PIT WITH SPECIFIED PLANTING SOIL OR AS APPROVED SET CONTAINER ROOT SOIL ON UNDISTURBED SUBSOIL OR MILD COMPACTED SOIL FOR DEPTH TO MATCH FINISH GRADE N.T.S. LAST REVISED: 10/23/18 LA27-C PRUNE OUT MISDIRECTED BRANCHES. PROVIDE ONE CENTRAL LEADER. GUYING AND STAKING, AS REQUIRED, FOR ONE (1) YEAR ON ALL DECIDUOUS AND CONIFEROUS TREES: TOP STAKES 5' ABOVE GROUND (MAX.) OR TO FIRST BRANCH. BOTTOM OF STAKE 3' (MIN.) BELOW GROUND. STAKING POSTS TO BE 2"X2" STAINED WOOD OR PAINTED STEEL DELINEATOR POSTS. PLACE 3 POSTS EQUIDISTANT AROUND AND OUTSIDE ROOT BALL. SECURE TREE TO POSTS WITH 16" LONG POLYPROPYLENE OR POLYETHYLENE, 40 MIL., 1.5" WIDE STRAP. TREE WRAP MATERIAL FROM GROUNDLINE UPWARD TO FIRST BRANCHES, AS REQUIRED. PLACE MULCH, DEPTH AS SPECIFIED, OVER PLANT PITS - DO NOT PILE AGAINST TRUNK. FORM 3" DEEP WATERING BASIN. BACKFILL PLANT PIT WITH SPECIFIED BACKFILL SOIL. REFER TO AMERICAN STANDARD FOR NURSERY STOCK FOR MINIMUM BALL SIZE. ROOT FLARE TO BE PLANTED AT OR NEAR FINISHED GROUNDLINE. SCARIFY SIDES AND BOTTOM OF HOLE. SET ROOT BALL ON UNDISTURBED SUBSOIL OR COMPACTED SOIL MOUND MATCHING TREES NATURAL GROUNDLINE WITH FINISHED SITE GRADE. N.T.S. LAST REVISED: 10/19/18 LA28 PRUNE OUT MISDIRECTED BRANCHES. PROVIDE ONE CENTRAL LEADER. GUYING AND STAKING, AS REQUIRED, FOR ONE (1) YEAR ON ALL DECIDUOUS AND CONIFEROUS TREES: TOP STAKES 5' ABOVE GROUND (MAX.) OR TO FIRST BRANCH. BOTTOM OF STAKE 3' (MIN.) BELOW GROUND. STAKING POSTS TO BE 2"X2" STAINED WOOD OR PAINTED STEEL DELINEATOR POSTS. PLACE 3 POSTS EQUIDISTANT AROUND AND OUTSIDE ROOT BALL. SECURE TREE TO POSTS WITH 16" LONG POLYPROPYLENE OR POLYETHYLENE, 40 MIL., 1.5" WIDE STRAP. PLACE MULCH, DEPTH AS SPECIFIED, OVER PLANT PITS - DO NOT PILE AGAINST TRUNK FORM 3" DEEP WATERING BASIN BACKFILL PLANT PIT WITH SPECIFIED BACKFILL SOIL. REFER TO AMERICAN STANDARD FOR NURSERY STOCK FOR MINIMUM BALL SIZE. ROOT FLARE TO BE PLANTED AT OR NEAR FINISHED GROUNDLINE. SCARIFY SIDES AND BOTTOM OF HOLE SET ROOT BALL ON UNDISTURBED SUBSOIL OR COMPACTED SOIL MOUND MATCHING TREES NATURAL GROUNDLINE WITH FINISHED SITE GRADE. N.T.S. LAST REVISED: 10/19/18 LA29 a Call 48 Hours before digging: Y N Q Y ¢ 17 o J N 8 811 or call811.com N Q Common Ground Alliance < U Ln LU Z !1e i7ii w Z Q Z 0 IN v pC w 2 U 0 2 w > Lz � 1 O 0 O'z/ 00 w w LU O � = _j N D Ln O N N w 0 0 1 Ln � Ln z Ln 1 1 J O O O z � aa�aa Q Io rn V Z w � o W �Ln N� W a o= elf O L Q Z 0O W U / Lw Z LL L U WQ - U V d "' LU d Ln 00 m< CD oa= W _ H � Of aaW a=o z ao� V, z U aaw O z 3: W zo= Ln J V K W E- < V) W w ~ LL � U U 0 v v z 0 N Z- z CD _~", W 0 Ln >� w N of2Ln�- U w w H moJw \nr� O W J F 0 n 0 p a z W J mW O V � d > co L V p m L l0 LO GG c Z GV 3� L Y o c c LO N LO L9 r- c co c» co O orno *1X LLJ az V) Q z J 0 J LV U H SHEET NUMBER: z O 1"=20' 0 L1,00 w Of 0' 20' 40' 60' Q CONSTRUCTION DOCU M ENT iATE: 04/25/2024 Q PROJECT NUMBER: 0045058.00 © 2024 Westwood Professional Services, Inc. 11 III � YIr ) G) 8.22 •: lio-iticello Fire feet Width 8.33 Track 8.50 Lock to Lock Time 6.0 Steering Angle 40.6 PREPARED FOR: DESIGNED: AKW Westwood CHECKED: SSA DRAWN: AKW CA COMMERCIAL DEVELOPMENT PANERA BREAD MONTICELLO Phone (952)937-5150 12701 Whitewater Drive, Suite #300 Fax (952) 937-5822 Minnetonka, MN 55343 FIELD CREW: 3805 EDWARDS RD, SUITE 390 MONTICELLO, MN TOP Free (888)937-5150 westwoodps.com FIELD WORK DATE: C I NCI N NATI, OH 45209 Westwood Professional Services, Inc. Call 48 H..A§efore digging: 811 or call811.com Common Ground Alliance SHEET NUMBER: FIRE TRUCK TURNING EXHIBIT PROJECT NUMBER: 0045058.00 1 DATE: 04/08/2024 L M U� 75 N CO O z U C O M L 0 c M D_ N (D U O 0 co U) (D U) PANERA SHELL MONTIC LLO, MN PROJECT DIRECTORY CLIENT ARCHITECT COMPTON MJM ARCHITECTS ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 2948 SIDCO DR NASHVILLE, TN 37204 STRUCTURAL MJM ARCHITECTS 2948 SIDCO DR NASHVILLE. TN 37204 i M P&E ENTECH ENGINEERING, INC 5301 Virginia Way SUITE 140 Brentwood, TN 37027 CIVIL WESTWOOD 12701 Whitewater Drive Suite 300 Minnetonka, MN 55343 Mark Wilhoite JEFFREY STAHL LARRY GRIFFITH Ben Hunter Adam Wangsness 513.852.1231 615-244-8170 615.244.8170 615.3732640 952 207-7640 mwilhoite@comptonaddy.com j.stahl@mjmarch.com I.griffith@mjmarch.com bhunter@entechtn.com adam.wangsness@westwoodps.com GENERAL NOTES 1. THE CONTRACTOR SHALL REVIEW ALL DOCUMENTS AND VERIFY ALL DIMENSIONS AND FIELD CONDITIONS. HE SHALL CONFIRM WORK SHOWN IS VIABLE. ANY CONFLICTS, OMISSIONS, ETC. SHALL BE REPORTED IMMEDIATELY TO THE ARCHITECT FOR CLARIFICATION PRIOR TO PERFORMANCE OF ANY WORK IN QUESTION. 2. ALL WORK SHALL BE PERFORMED IN STRICT COMPLIANCE WITH LOCAL, COUNTY, STATE & FEDERAL CODES AND ORDINANCES. 3. DO NOT SCALE DRAWINGS. IF DIMENSIONS ARE IN QUESTION THE CONTRACTOR SHALL BE RESPONSIBLE FOR OBTAINING CLARIFICATION FROM THE OWNER'S REPRESENTATIVE BEFORE CONTINUING WITH CONSTRUCTION. ALL DIMENSIONS ARE TO FACE OF GYP BD. FINISH OR FACE OF BLOCK UNLESS NOTED OTHERWISE. CONTRACTOR SHALL VERIFY ALL DIMENSIONS AND COORDINATE ALL TRADES. CONTRACTOR SHALL VERIFY ALL EQUIPMENT LOCATIONS AND DIMENSIONS OF EQUIPMENT PRIOR TO ENCLOSING AREA WHERE EQUIPMENT IS TO BE PLACED, INCLUDING CASEWORK SIZES. CONTRACTOR SHALL VERIFY THE LOCATION OF ALL UTILITIES. 4. GENERAL CONTRACTOR SHALL BE RESPONSIBLE FOR OBTAINING PERMITS FOR FIRE PROTECTION, FIRE ALARM, PLUMBING, SIGNAGE (WHERE APPLICABLE) MECHANICAL & ELECTRICAL SYSTEMS PRIOR TO INSTALLATION OF THOSE SYSTEMS UNLESS NOTED OTHERWISE. 5. CONCEAL ALL PIPING INSIDE WALL, WHERE PIPING IS TOO LARGE, WALLS ARE TO BE FURRED OUT THE MINIMUM DIMENSION TO CONCEAL PIPING. 6. ELECTRICAL PANELS, FIRE EXTINGUISHER CABINETS, ETC. IN STUD WALLS SHALL BE BACKED WITH DRYWALL AS REQUIRED TO MAINTAIN WALL RATING. CONTRACTOR TO VERIFY WALL THICKNESSES REQUIRED FOR ALL ELECTRICAL PANELS, FIRE EXTINGUISHER CABINETS, ETC. 7. PROVIDE DOUBLE STUDS & BLOCKING AS REQUIRED TO SUPPORT EQUIPMENT AND/OR MISCELLANEOUS ITEMS, - TYP. CASEWORK, GRAB BARS, AWNINGS, ETC. 8. FIREPROOFING, SEALANTS & DAMPERS MAY NOT BE SHOWN ON SOME DETAILS FOR CLARITY. HOWEVER, ALL ASSEMBLIES MUST BE INSTALLED AS REQUIRED TO MAINTAIN RATING INDICATED ON PLANS. ALL PENETRATION SEALANTS OR ASSEMBLIES SHALL BE UL LISTED (OR EQUIVALENT) FOR INSTALLATION WITHIN THE RATED WALL ASSEMBLY NOTED ON THE PLANS. THE CONTRACTOR SHALL BE RESPONSIBLE FOR OBTAINING CLARIFICATION FROM THE OWNER'S REPRESENTATIVE BEFORE CONTINUING CONSTRUCTION 9. WHERE WALL RATINGS APPEAR ON BOTH SIDES OF DOORS AND OR WINDOWS THE WALL TYPE SHOWN SHALL CONTINUE ABOVE THE FRAME TO THE CEILING OR STRUCTURE AS APPLICABLE. 10. THE HINGE SIDE OF ALL INTERIOR DOOR FRAMES SHALL BE PLACED 4" FROM THE ADJACENT INTERIOR WALL UNLESS NOTED OTHERWISE. 11. GENERAL CONTRACTOR SHALL RETAIN ONE SET OF THE PLANS IN GOOD CONDITION TO NOTE & DOCUMENT ALL CHANGES DURING CONSTRUCTION. THIS SET OF PLANS SHALL BE RETURNED TO THE OWNER AS PART OF THE REQUIRED CLOSE OUT PACKAGE. 12. THE SPECIFICATIONS ARE INCLUDED AS PART OF THE CONTRACT DOCUMENTS CONTAINS A GENERAL SPECIFICATION FOR ALL OF THE WORK ASSOCIATED WITH THE CONSTRUCTION. 13. ALL SOIL UNDER FOOTINGS TO BE TREATED WITH TERMICIDE BEFORE INSTALLATION - SEE SPECIFICATIONS 14. DEFERRED SUBMITTALS THE FOLLOWING ITEMS WILL BE SUBMITTED AS DEFERRED SUBMITTALS BY THE APPROPRIATE INSTALLING SUBCONTRACTOR OR VENDOR. FOR EACH DEFERRED SUBMITTAL ITEM, THE SUBCONTRACTOR OR VENDOR SHALL FIRST SUBMIT SIGNED AND SEALED ENGINEERED DRAWINGS AND CALCULATIONS TO THE ARCHITECT FOR REVIEW AND APPROVAL PRIOR TO SUBMITTAL TO THE BUILDING OFFICIAL OR FIRE MARSHAL. ARCHITECT'S REVIEW WILL BE FOR GENERAL CONFORMANCE WITH THE BUILDING DESIGN ONLY. SUBCONTRACTOR OR VENDOR SHALL BE RESPONSIBLE FOR DETERMINING SUBMITTAL REQUIREMENTS AND PAYMENT OF ALL FEES FOR SUBMITTALS. THE GENERAL CONTRACTOR IS RESPONSIBLE FOR COORDINATING THE TIMING OF SUBMITTALS SO AS TO NOT INTERFERE WITH OVERALL CONSTRUCTION SCHEDULE, ALLOWING TIME FOR APPROPRIATE REVIEWS FOR ARCHITECT AND BUILDING OFFICIAL OR FIRE MARSHAL. NO DELAYS OR TIME EXTENSIONS WILL BE ALLOWED FOR FAILURE TO ALLOW APPROPRIATE TIME FOR REVIEW. EXTERIOR WALL SIGNAGE SYMBOLS ABBREVIATIONS AB ANCHOR BOLT FOF FACE OF FRAMING OPNG OPENING ARCHITECTURAL ACOUST ACOUSTICAL FOM FACE OF MASONRY OPP OPPOSITE NORTH AFF ABOVE FINISH FLOOR FD FLOOR DRAIN P PAINT ALT ALTERNATE F/O FACE OF PC PIECE ALUM ALUMINUM FIN FINISH PL, P PLATE APPROX APPROXIMATELY FL FLOOR PLAS PLASTER, PLASTIC ARCH ARCHITECT/ARCHITECTURAL FDN FOUNDATION PLYWD PLYWOOD X BD BOARD FS FLOOR SINK PTD PAINTED SECTION CUT BLDG BUILDING FT FOOT, FEET QUAN QUANTITY XX BLK BLOCK FTG FOOTING R RADIUS; RISER BLKG BLOCKING GC GENERAL CONTRACTOR RD ROOF DRAIN BM BEAM GA GAUGE; GYPSUM ASSOC. REINF REINFORCING ROOM NAME ROOM BOS BOTTOM OF STEEL GALV GALVANIZED REQD REQUIRED ROOM NUMBER xxx BRG BEARING GEN GENERAL RESIL RESILIENT ROOM AREA xxxst BS BOTH SIDES GL GLASS/GLAZING-GLUE REV REVISION, REVERSE BTM BOTTOM GWB GYPSUM BOARD RM ROOM BTS BUILD TO SUIT H HIGH RO ROUGH OPENING BUR BUILT UP ROOF HB HOSE BIBB RQMTS REQUIREMENTS CI CAST IRON HC HANDICAPPED RTS REHAB TO SUIT LARGE SCALE X CJ CONTROL JOINT HDW HARDWARE RTU ROOF TOP UNIT DETAIL XX CT CERAMIC TILE HM HOLLOW METAL RWL RAIN WATER LEADER CAB CABINET HORIZ HORIZONTAL SCHED SCHEDULE CEM CEMENT(ITIOUS) HP HIGH POINT SD SELF DEVELOP CG CORNER GUARD HT HEIGHT SF SQUARE FEET, STOREFRONT CL CLEAR HVAC HEATING VENTILATING & AIR SHT SHEET REVISION A CL, C L CENTERLINE CONDITIONING SIM SIMILAR CLG CEILING ID INSIDE DIAMETER SMS SHEET METAL SCREW CMU CONCRETE MASONRY UNIT INCL INCLUDE(ING) SPECS SPECIFICATIONS CO CLEAN OUT INSUL INSULATION SQ SQUARE COL COLUMN INT INTERIOR, INTERMEDIATE SQ FT SQUARE FOOT/FEET WALL TYPE CONC CONCRETE JT JOINT SS SERVICE SINK, STAINLESS STEEL CONST CONSTRUCTION LAM LAMINATED STD STANDARD CONT CONTINUOUS LF LINEAR FEET STL STEEL BENCH MARK CONTR CONTRACTOR LG LONG, LARGE STOR STORAGE CPT CARPET LL LANDLORD STRUCT STRUCTURAL CR CARTRAIL,CHAIRRAIL LLH LONG LEG HORIZONTAL SUSP SUSPENDED CSK COUNTERSUNK LLV LONG LEG VERTICAL T TREAD X D DEPTH; DEEP LP LOW POINT T/B TOP & BOTTOM EXTERIOR DBL DOUBLE MAS MASONRY TEL TELEPHONE ELEVATION XX DEMO DEMOLITION MATL MATERIAL T/O TOP OF DET DETAIL MAX MAXIMUM TO TAKE OVER DIA DIAMETER MECH MECHANICAL TOM TOP OF MASONRY DN DOWN MED MEDIUM TOS TOP OF STEEL X DIM DIMENSION MFR MANUFACTURER TH THICK(NESS) DO DOOR OPENING MIN MINIMUM TYP TYPICAL DS DOWNSPOUT MISC MISCELLANEOUS UL UNDERWRITERS LABORATORY INTERIOR X XX X DWG DRAWING MO MASONRY OPENING UNO UNLESS NOTED OTHERWISE ELEVATION E EAST MRGB MOISTURE RESISTANT V VOLT EA EACH GYPSUM BOARD VCT VINYL COMPOSITION TILE X EB EXPANSION BOLT MTD MOUNTED VIF VERIFY IN FIELD EIFS EXT. INSULATION FINISH SYS. MTL METAL VERT VERTICAL EJ EXPANSION JOINT N NORTH W WIDTH; WASTE; WEST; WIRE WINDOW NUMBER OX EL ELEVATION (FLOOR) NIC NOT IN CONTRACT W/ WITH ELEV ELEVATION NO, # NUMBER WC WATER CLOSET ELEC ELECTRICAL NTS NOT TO SCALE WD WOOD DOOR NUMBER O EQ EQUAL O/A OVERALL WT WEIGHT EQUIP EQUIPMENT OFD OVERFLOW DRAIN W/H WATER HEATER E/W EACH WAY O/H OVERHEAD W/I WITHIN EWC ELECTRIC WATER COOLER O/O OUT TO OUT W/O WITHOUT TOILET ACCESSORIES O EXIST EXISTING OC ON CENTER WWF WELDED WIRE FABRIC EXP EXPOSED, EXPANSION OD OUTSIDE DIAMETER EXT EXTERIOR OD OFFICE DEPOT/OVERFLOW DRAIN INDEX OF DRAWINGS INDEX OF SHEETS REVISION REVISION DATE SHEET SHEET TITLE GENERAL G1.0 COVER G2.0 WORK LETTER G3.0 COMCHECK CIVIL C0.1 CIVIL COVER C1.0 EXISTING CONDITIONS C2.0 SITE PLAN C3.0 GRADING AND DRAINAGE PLAN C4.0 EROSION CONTROL PLAN C5.0 SANITARY SEWER & WATER MAIN C5.1 STORM SEWER PLAN C6.0 CITY DETAILS C6.1 CITY DETAILS C7.0 PHOTOMETRIC PLAN L1.0 LANDSCAPE PLAN ARCHITECTURAL SITE AS1.0 ARCHITECTURAL SITE PLAN AS1.1 SITE DETAILS AS1.2 DRIVE THRU EQUIPMENT AS2.0 SIDEWALK & UTILITY PLAN /_1K47:I19to] IIIIIIIII0-AlI STRUCTURAL MECHANICAL PLUMBING ELECTRICAL CODES I. APPLICABLE CODES A1.0 FLOOR PLAN A2.0 ROOF PLAN A2.1 REFLECTED CEILING PLAN A3.0 DOOR SCHEDULE AND DETAILS A4.0 ELEVATIONS A4.1 COLOR ELEVATIONS A5.0 WALL SECTIONS A5.1 WALL SECTIONS A5.2 WALL SECTIONS A6.0 DETAILS S0.0 GENERAL NOTES S0.1 GENERAL NOTES S1.0 FOUNDATION PLAN S2.0 HEADER FRAMING PLAN S2.1 ROOF FRAMING PLAN S3.0 FOUNDATION DETAILS S3.1 FOUNDATION DETAILS S4.0 FRAMING DETAILS S5.0 FRAMING ELEVATIONS M1.1 HVAC - SCHEDULES AND DETAILS M2.1 HVAC - FLOOR PLAN P1.1 PLUMBING SCHEDULES AND DETAILS P2.1 PLUMBING FLOOR PLAN E0.1 ELECTRICAL -SITE PLAN E1.0 LIGHTING - FLOOR PLAN E2.0 POWERS/SYSTEMS - FLOOR PLAN E3.0 ELECTRICAL - LEGENDS AND SCHEDULES E4.0 ELECTRICAL - LEGENDS AND SCHEDULES A. 2020 MINNESOTA BUILDING CODE B. 2020 MINNESOTA FIRE CODE C. 2020 MINNESOTA MECHANICAL AND FUEL GAS CODE D. 2020 MINNESOTA PLUMBING CODE E. 2024 MINNESOTA COMMERCIAL ENERGY CODE F. MINNESOTA ELECTRICAL CODE G. 2020 MINNESOTA ACCESSIBILITY CODE II. OCCUPANCY GROUP: A. ASSEMBLY (A2) III. CONSTRUCTION TYPE: A. V-B IV. FIRE SUPPRESSION SYSTEM: A. NA V. BUILDING HEIGHT AND AREA: (1 BC TABLE 503) A. BUILDING HEIGHT: 20'-0" (1 STORY) B. BUILDING AREA: 2,479 SF VI. OCCUPANT LOAD (TABLE 1004.1.1) - HEATED AND COOLED SF A. 2,479 SF - OCCUPANTS = LESS THAN 99 FINAL LOAD PER TENANT DOCUMENTS VII. EXIT CAPACITY A. MINIMUM NUMBER OF EXITS: (TABLE 1021.1) 1. OCCUPANT LOAD > 50 = 2 EXITS, MINIMUM 2 EXITS PROVIDED B. NUMBER OF EXITS PROVIDED: 1 MIN C. MINIMUM EXIT WIDTH REQUIRED (1005.1): (A-2) (99 OCCUPANTS X .15") = 14.85" REQUIRED A. 108" PROVIDED ARCHITECTURE 2948SIDCO DR PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. COVER G1.0 X EXHIBIT B DESCRIPTION OF LANDLORD'S WORK SITE WORK HVAC Landlord to complete all site improvements, including common areas, interior and peripheral landscape areas with landscaping required per local codes, irrigation laterals and heads in the landscaping areas with service feeds to the Premises pursuant to Tenant's Plans —including tap and meter fees, parking lots, Drive Thru lane and striping, parking lot signage, site bollards, curbs and gutters including curbs around the building, sidewalks as required by local codes, Drive Thru Lane concrete drive paths (if required), conduits (including connecting Drive Thru directional signage to the building pad site (if required)), parking lot lighting, drives, curb cuts and approaches, dumpster enclosure, gates and concrete approach pad to the enclosure, Outdoor Seating Area, handrails, all per Tenant's Plans. Parking lot in accordance with Applicable Laws, including the Americans with Disabilities Act. Landlord shall not pave the parking lot and/or Drive Thru Lane until Tenant has completed (and Landlord has approved) Tenant's Plans, including plans showing the location of all pipes and conduits to be located under the pavement. Landlord shall install curb cuts and cement landings adjacent to the front and service entrances adequate to provide access for Tenant's delivery bakery carts. Parking lot to include all Drive Thru Lane striping. Dumpster enclosure large enough to provide two (2) 8-yard containers dedicated for tenants use only, patio (including posts), and monumental sign per Tenant's Plans and Applicable Laws, for Tenant's exclusive use, unless otherwise specified in the Lease, and as located on Exhibit A to the Lease. Landlord to provide cart corral (if required), per Tenant's plans. Underground conduit and pedestal only for electric vehicle charging stations (if required by local code), with location to be approved by Tenant. A minimum three (3) new Carrier Brand (or other brand as approved by Tenant) gas -fired roof top units per Tenant's Plans and specifications --capable of supplying a total of one ton of cooling/heating per 140 square feet (at least 17.4 tons which shall consist of one 10 ton and two 5-ton units if not specified on Tenant's Plans) and 20 CFM/person of fresh air. No'/z ton unit(s) shall be accepted by tenant. All rooftop units are to be provided with Factory Applied Corrosion Protection on all Premises located within five (5) miles of the coastline. Locations of units and actual tonnage shall be per Tenant's Plans. Units shall be sleeved into Premises (and to include any fire rated enclosure required by Applicable Laws) and delivered to Tenant in operational condition including all required plumbing and electrical connections, as well as all required roof curbs, penetrations, and patching. Thermostats per Applicable Laws (Enerstat DSL-700 Digital Set -Point): minimum one (1) for each unit with remote sensors to be located coiled up and left under the unit for tenant to locate during their build out. Rooftop exhaust fans, capable of providing 1000, 500, and 500 CFM kitchen exhaust per Tenant's Plans. Fans to be sleeved into the Premises (and include any fire rated enclosure or dampers as required by Applicable Laws) and delivered to Tenant in operational condition including all required plumbing and electrical connections, as well as all required roof curbs, penetrations, and patching. Location per Tenant's Plans. Rooftop exhaust fan for restrooms, which provides 75 CFM per fixture or as local code requires. Fan to be sleeved into the Premises (and include any fire rated enclosure required by Applicable Laws) and delivered to Tenant in operational condition including all required plumbing and electrical connections, as well as all required roof curbs, penetrations, and patching. Location per Tenant's Plans. Landlord to provide access from the Premises to roof via permanent affixed ladder with lockable cover to structure for all HVAC systems (including but not limited to, oven exhaust and make-up air ducting, oven flues, water heater flues, toilet exhaust, and fresh air intake) required by Tenant. Access route shall not exceed design capacity of Tenant's HVAC systems. Landlord shall provide all chases with fire rating and/or access pathways to meet all Applicable Laws. ELECTRICAL Electrical Service 600-amp service 120/208 volt, 3 phase, 4 wire electrical service stubbed to a Main Distribution Panel with breakers, provided by the Landlord in the Premises and furnished with meter and 600 amp disconnect as required by Applicable Laws and local utility company. Location per Tenant's Plans. Specification for Distribution Panel shall be an integrated panel system as manufactured for Panera Bread by Carolina Products, Inc. Or alternate approved panel system. Electrical Miscellaneous (2) — 2" conduits for each network service (data network and voice services), requiring two separate access points into the building (cannot be shared by providers). The conduits should begin at the edge of the property and extend to the building, in conformance with Tenant's Plans. Landlord to ensure both conduits are completed with available power (temporary power is acceptable when delivered so that Tenant may test IT equipment). Landlord is obligated to ensure availability of Local Exchange Carrier (LEC) services into the Premises, that must accommodate at least one (1) 5M Ethernet Circuit, one (1) commercial broadband circuit from a diverse carrier, as well as adequate space on the roof for a Fixed Wireless antenna. Each service will require either a copper or fiber cable to the Premises. This cable must be extended from the facilities to the street LEC connection point, to the central demarcation/telephone room within the building. The Ethernet Circuit must be a 5M Ethernet Circuit from AT&T. The broadband connection is offered and provided by a local provider, with a minimum connection speed of 100M down x 20M up. If either of the minimum requirements cannot be sourced, Landlord shall notify Tenant at least 120 days prior to the projected opening date. If LEC construction and engineering is required to deliver this service, those costs will be the responsibility of the Landlord. Site and security lighting as required per Tenant criteria and Applicable Laws and as required to maintain the Premises in a safe and secure manner. Landlord to provide conduit and pull string to Tenant's monument/pylon location. All exterior sconce and safety lighting at ingress and egress furnished and installed by Landlord. Landlord to provide one (1) roof penetration (pitch pocket) for miscellaneous IT cabling. PLUMBING Minimum 2" dedicated domestic cold -water line and all associated metering and backflow prevention (including any and all "tap" fees & "meter" fees and the like, per the terms of the Lease), valved and capped inside of demising line of the Premises. Location per Tenant's Plans. A minimum of 60 PSI (45 PSI after any metering and backflow prevention devices) and a maximum of 70 PSI is required throughout the Term of the Lease. 4" sanitary sewer line inside the Premises and below floor (minimum depth of 36", or greater if necessary to handle any increased flow of Tenant, installed as required for flow), location per Tenant's Plans. Grease trap to be furnished and installed by Landlord, including all venting-- if required by code. Per Tenant's Plans, Landlord shall stub grease waste line from interceptor into the Premises, minimum depth of 36" and provide all required venting in accordance with local code requirements. Sanitary vent (capped) sized per code stubbed above nominal ceiling height inside the Premises. Natural gas service capable of providing 1600 MBH including all associated pressure regulators, valves, and metering. Service shall deliver gas to the Premises at a pressure between 9" — 12" WC, valved and capped within the Premises. Location per Tenant's Plans. Two exterior hose bibs will be provided and installed as shown on Tenant's Plans. FIRE PROTECTION If required by applicable codes, fire main sized per Applicable Laws and Tenant's Plans, backflow prevention and meter, valved (including any and all "tap - in" fee & "meter" fees, per the terms of the Lease), and all associated piping brought to, and distributed within, the Premises. Sprinkler coverage (drops and heads) distributed throughout the Premises and zoned properly per requirements of Applicable Laws and Tenant's Plans. Main sprinkler line to be no lower than 14'-6" A.F.F. and have a functioning flow switch if required by Applicable Laws. PERIMETER WALLS Perimeter walls to be framed with a minimum 3-5/8" 20-gauge metal studs, R-13 insulation —to the underside of the roof structure—R Value and type as required by code-- Seal all penetrations, gaps, existing holes, etc. with fire -rated sealant. STRUCTURAL. EXTERIOR. STOREFRONT & ENTRY DOORS Structural system (including but not limited to: roof system, roof mounted equipment support, floor system, load bearing walls, Mobile Pick -Up bump out and structural columns all per Tenant's Plans) capable of handling all loads required by code and by Tenant's construction. Landlord agrees to construct a clear span structural system with no columns within the Premises. All entrances at street or walkway level per federal, state, and local handicapped accessibility codes including all applicable clear space, radius landings, railings, and required door hardware. The new exterior glazing system includes aluminum brake metal frames, glazing, and aluminum brake metal -framed glass door. Location and design per Tenant's Plans. All exterior glass to be 1" insulated. If Applicable Laws requires high impact glass or shutters to be installed, Landlord will provide 1" insulated high impact glass. Front entry includes heated air curtain, wooden door pulls, aluminum brake metal frames, glazing, and aluminum brake metal -framed glass door, all associated hardware including all finishes per Tenant's door schedule. Rear service door shall be installed per tenant's door schedule. Door location and design to be approved by Tenant. FLOORS. Floor subgrade shall be constructed as shown on Tenant's Plans and left 4" below finish floor elevation. DRIVE-THRU Landlord shall furnish and install Drive-Thru Window per Tenant's Plans and specifications. Landlord shall furnish and install all curbs, gutters, bollards, and sidewalks around the building as required by Civil Drawings and local codes. Landlord shall furnish and install Menu Board Detector Loop in concrete pad with all associated concrete slab and curbing, Fiber mesh (No metal located within 36" of loop detector), and with power conduit stubbed back to the building and capped, all per Tenant's Plans. Landlord shall furnish and install data and power conduit stubbed outside building per Tenant's Plans for future use. Landlord shall furnish and install Clearance Bar foundation with thread and hook J bolts and steel base plate ready to receive Clearance Bar steel post, per Tenant's Plans and local codes. Landlord shall furnish and install all site Lighting (poles, lights, wiring) per Tenant's Plans and specifications, meeting Tenant's foot candle requirements at a minimum, or local municipality or local jurisdiction requirement if greater than Tenant's requirements. ARCHITECTURE PLANNING ENGINEERING GRAPHICS 2948 SIDCO DRIVE NASHVILLE, TN 37204 (p) 615.244.8170 (f) 615.244.8141 www.mjmarch.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. WORK LETTER G2mO COMcheck Software Version 4.1.5.5 Envelope Compliance Certificate Project Information Energy Code Project Title: Location: Climate Zone. Project Type Vertical Grazing., Wall Area: Construction Site Monticello, MN Additional Efficiency Package(s) 2015 IECC Panera Shell Monticello, Minnesota 60 New Construction 161% Credits: 1.0 Required 10 Proposed Enhanced Inlenor Lighting Controls, 1 0 ovdd Building Area OwnerfAgenl- Compton Associates ROOKW000 TOWER 3805 EDWARDS RD. STE.390 CINCINNATI. OH 45209 1-0ininp: CafetenalFast Food: Norresidental Envelope Assemblies Assembly Roof 1: Insuratim Erdiraty Above Dark: High Albado Roof Roqurad, (Bldg. Use 1 - Dining- CMatana'Fast Foodl Extenor Wall 3 Wood -Framed, 19 ac (Bldg. Use 1 - Dtnng Cat"arwrfast Food) Doti 5 lrnwlatad Metal Swngng (Bldg. Use 1 - Dining: CalntaralFast Food] EASZ Exterior Wall 2 Wood -Framed, 16' o.c (Bldg Use 1 - Dinng- Caiellemufast Food) Window 1 copy 1- Metal Frame Curtain Walk Starshon , Perf. Space.: Product Io Solarban 60, SHGC 0.30, PF 0 50. (Bldg. Use 1 - Ding Cateoen0ast Food) tb1 Window 1 copy 2 Metal Franc Curtain WaWSbrafron , Pert. Specs.: Product 10 Solarban 60, SIHGC 0,38. (Bldg. Use 1 - Dining: Cal"arull-asit Food) tb) SOUTH Exteior Wall V Wbod-Framed, 16" o.c, (Bldg. Use 1 - Dinwlg- Catetenalf-ast Foodl Window 1: Metal Frame Cotten WaIIISlorefront, Pod Specs.: Product ID Solarbari 60, SHIGC 0,38. (Bldg, Use / - Dining: Ca ilena(Fasit Food) (b) Designer,'Conbador. Jeffrey Stahl MJM Architects 2948 Sidco Dr Nastnnlle, TN 37204 615-244-8170 j.stahl@mjmarch.com Floor Area 2479 Gross Area Cavity Cont. Proposed Budget U. or R-Value R-Value U-Factor Factor. Perimeter 4 ? G 21.0 0.0 0.062 0.051 25 --- 0.018 0.370 1115 21.0 0.0 0.062 0.051 70 --- 0.290 0.360 114 --- 0.290 0.360 366 21.0 0.0 0.062 0.051 105 --. --- 0.290 0.360 Protect Title- Panera Shell Report date: 04l08,l24 Data filename Z V1rgectmaster124114-CA Commercial Development-Monticello,MN-Ponera%24114 - Panera Page 1 of 9 Monticello - COMcheck.cck Assembly Gross Area Cavity Cont. Proposed Budget U. or R-Value R-Value U-Factor Facton. Perimeter Window 1 copy 1 Metal Frame Curtain WaIVStorafronl, Parf. Specs.: ProdlK.'t ID Solarban 60, SHGC 0,38. PF 0 50 (Bldg Use 1 - Dinng- Ce suer/ Fast Food) tb1 Door4- Glass (' 50% glazing) Metal Frame. Entranon Door, Parf. Space.: Product 10 Solarban 60, SHGC 0,38. (Bldg Use 1 - Dining: CaleNrwFasl Foodl tb1 Exterior�Wall 4, Wood -Framed, IS' o.c (Bldg. Use 1 - Dinng 1091 21.0 0.0 0.062 CafelerraiFest Food) Window 2 copy / Metal Frame Curtain Walk,Storafrord, Part Specs, 46 -• 0.290 Product 10 Solarban 60, SHGC 0.38, PF 0 50 IBIdg Usa 1 - Dining CaleftmWasot Food) tb1 Window 2 copy ? Metal Frune Curtain WaIVStorafront, Part. Specs.: 84 --• --• 0.290 Pro" lD Sda ftn 60, SHGC 0,38. (Bldg. Use 1 - Dining: Callelerku'Fast Food) tb), (a) Budget Uaactors are used for software baseline calculations ONLY, and we not code requirements (b) Fenestration product perlormence must be certified In acc"noe with NFRC and requires 9upportlrig documentation. Envelope Compliance Statement ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 `I ?` PAN ERA 0.051 SHELL 0.360 0.360 Compliance Statement. The proposed envelope design represented in this document is consistent with the building plans, specifications, and other calculations submitted with M•s permit appl station The proposed envelope systems have been designed to meet the 2015 IECC requirements in COMcheck Version 4.1-5.5 and to c6rrtp *.*h any applicable mandatory requirements listed in the Inspection Checklist. Jeffrey Stahl - Client Manager _ �-�__—� 2024_04_08 Name - 1 itie Signatu14--*' Date Protect Title Panera Shell Report date: 04l08,r24 Data filename Z Vino ectmaster%24114-CA Commercial Development-Monticello,MN-Ponera%24114 - Panera Page 2 of 9 Monticello - COMcheck.cck MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. COMCHECK G3mO ARCHITECTURAL SITE PLAN 1 = 101-011 a 4� ,W*+ Abi, ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 (p) 615.244.8170 ENGINEERING (f) 615.244.8141 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ARCHITECTURAL SITE PLAN AS1 No A 6" CONCRETE FILLED STEEL BOLLARD, BLACK SLOPE CONCRETE FOR DRAINAGE CONC. SIDEWALK - SEE SPECS 1/2" PREMOLDED JOINT FILLER w/ SEALANT CRUSHED AGGREGATE 18" DIA. CONCRETE FOOTING FOR BOLLARD COMPACTED SUBGRADE BOLLARD DETAIL l'J 3/4" = 1'-0" -- a XXX LXXXXXXXXX X � X x XXX ,F X� 8" SPLITFACE CMU 1/4" PLATE WELDED TO STEEL KNUCKLE AND GALVANIZED POST (3) HEAVY DUTY 180 DEGREE HINGES ENCLOSURE GATE HINGE l�J 1 1/2" = 1'-0" 'XXXX 8" SPLITFACE CMU 1/4" PLATE WELDED TO STEEL KNUCKLE AND GALVANIZED POST (3) HEAVY DUTY 180 DEGREE HINGES 6" DIA. POST. PAINT BLACK FILL WITH CONCRETE. SET IN FOOTING FULL HEIGHT PAINTED METAL PANEL DOORS. BLACK 4" X 4" X 1/4" STEEL ANGLE FRAME 3/4" J BOLT WELDED TO GATE 1" X 6" STEEL KNUCKLE " DIA. POST. PAINT BLACK ILL WITH CONCRETE. SET J FOOTING ULL HEIGHT PAINTED METAL ANEL DOORS. BLACK " X 2" X 1/4" STEEL NGLE FRAME /4" J BOLT ✓ELDED TO GATE X 6" STEEL KNUCKLE 7'-4„ OTRASH ENCLOSURE - ELEVATION SIDE Copy 1 3/8" = 1'-0" PRECAST CAr 7'-4" 8" CMU. SEE STRUCTURAL TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. BR-1Ji 41 7'-4" CANE BOLTS. 16" LG x 3/4" DIA, (TYP) HEAVY DUTY CASTER: 1 OTRASH ENCLOSURE - ELEVATION FRONT Copy 1 3/8" = 1'-0" \ -----� �' GATE LATCH (BLACK) 22'-8" i EQ 2'-6" 2-6"'-',3'-0' 2'-6"" 2'-6" EQ 4 1'-0 21-0 / 1.-01. / 2'-0" 18'-8" 2'-0„ / ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. SITE DETAILS ENCLOSURE MAN DOOR HINGE1 l�J 1 1/2" = 1'-0" OTRASH ENCLOSURE - SECTION 3/4" = 1'-0" TRASH ENCLOSURE - PLAN Copy 1 3/8" = 1'-0" AS1 ol L c� 75 N CO O U c O co 0 c co N N U O 0 c� fn aD W TORQUE NUTS TO 5 FT. LBS. VERIFY FINAL SIGNAGE DESIGN, DIMENSIONS, AND DOUBLE NUT J Z SIGN FOUNDATION (GALV.) m o REQUIREMENTS WITH SIGN ~ FLAT WASHERS o VENDOR w LEVELING NUT z ry o a- Z-8" co 5" AFTER POLE IS LEVELED & BOLTED - DIRECTIONAL INTO PLACE, FILL ENTIRE AREA UNDER PLATE SIGNAGE BY OTHERS WITH STRUCTURAL NON -SHRINK, NON-METALLIC / CEMENTITIOUS GROUT. FOLLOW ALL OF THE MANUFACTURERS INSTRUCTIONS FOR ALL GROUT /\ C° DISCONNECT SW+TCH--,, MIXING, PLACEMENT, AND CURING. THE \ DISTANCE FROM THE TOP OF THE FOUNDATION TOJ THE BOTTOM OF THE 0 A BASE PLATE TO BE 1"-2" = � (4) 1/2" DIA. X 24" ANCHOR o BOLTS HANDHOLEW/COVER N > w/ 4" THREAD @ TOP & 3" 5" (4) 3/8" DIA.BOLTS — THREAD @ BOTTOM, ` (HIGH STRENGTH (4) NUTS & (2) WASHERS o A325) , I \ PER BOLT I o CONDUIT 1-3/4" X 4" X 1/8" ALUM. TUBE,- INS, 11I= TALLATION INSTRUCTIONS:. ,2V — _ _ = 9 - 1. STAKE FOUNDATION AREA & CONFIRM FINAL 4 ° �° �— 1 1/2" CONDUIT BY G.C. ° GRADE REQUIREMENTS WITH G.C. ,,, ° 2. EXCAVATE FOUNDATION AREA. DOUBLE NUTS - r \ - °� 3. SET ANCHOR BOLTS, REBAR & CONDUIT STUB. AND FLAT �� (5) #4 VERTICAL REBAR �f (PRIMARY ELECTRICAL SERVICE TO BASE BY G.C. WASHERS, BY � I ° EQ. SPACED ON 10" DIA. ° CIRCLE REQUIRED. 4. POUR CONCRETE. ALLOW CONCRETE CURE TIME AS N' I I \ a ° (3) #3 TIES IN THE TOP 5" 5. ANCHOR POLES AS SHOWN. CHECK FOR PLUMB. \ i / v i ° 12" O.C. THEREAFTER /A 6. MOUNT SIGNAGE TO POLE(S). (INSTALLER TO \ ° PROVIDE WIRE BETWEEN SIGN & BASE OF POLE.) \ I I ` 4 7 ELELECTRICALAKE FINAL ECTR CAL TO MEETLOCAL COS.) ALL CO ES.) I� I� DIA. CORE 8. TEST SIGNAGE FOR PROPER FUNCTION & LIGHTING. FOUNDATION NOTE: 1'-6" DIA. 9. REMOVE ANY LIFTING BRACKETS & REINSTALL BOLTS. 4'-0" IS THE MINIMUM FOUNDATION DEPTH 10. CLEANUP AREA & REMOVE ANY PACKING MATERIAL. REQUIRED FOR DESIGN LOADS. DEPTH MAY DO NOT DISCARD ANY MATERIAL OR DEBRIS INTO NEED TO BE INCREASED BASED ON LOCAL ON SITE DUMPSTERS. FROST DEPTH REQUIREMENTS AND PROJECT GEOTECHNICAL REPORT.. 3 DIRECTIONAL SIGNAGE1 1/2 — 1 0, (2) 1/2" DIA. U-BOLTS 1 3/4 X 1 3/4 X 1/8 ALUM TUBE -MATTE BLACK FINISH HSS5X5X1/4 - PIPE - PAINTED — MATTE BLACK 5" 6-0" F.V. I a ALUMINUM PANEL WITH • o Q Qfl HINGE �o{�@ o� �aor�t�o G�Jo�v aboa� �oarr �rr�ac�[�a DIMENSION T.B.D. ON A PER SITE BASIS NOTE: VERIFY FINAL SIGNAGE DESIGN AND SIGN FOUNDATION REQUIREMENTS WITH SIGN VENDOR NOTE: CLEARANCE ARM IS ADJUSTABLE AND CAN BE POSITIONED ANYWHERE ON THE VERTICAL POLE. < 2,-4„ (4) 3/4" DIA. X 30" LG. ANCHOR BOLTS .�„ / (F.V.) CURB W/6" THREAD @ TOP & 3" THREAD @ BOTTOM, (4) NUTS & (2) WASHERS PER / / (FOR REFERENCE) BOLT (GRADE 36) �\ FIELD VERIFY ACTUAL - SEE DETAIL 7/A-404 CURB TYPE --\ FINISHED GRADE III ° ° DRIVE-THRU —IIIIII—III a � � a / 4 ° ° aI- _ 11� I=l I IIIII (4) #5 VERTICAL REBAR EQUALLY SPACED AROUND 1'-4" DIA. CIRCLE W/ (3) #3 TIES IN TOP 5", 10" O.C. THEREAFTER aILL\ 0 FOUNDATION NOTE: DEPTH SHOWN IS THE } MINIMUM ~ ` FOUNDATION DEPTH REQUIRED FOR U 0 DESIGN LOADS. U DEPTH MAY NEED TO V ° w 0 BE INCREASED BASED / _ V ON LOCAL FROST 4" CLR. TYP.�` DEPTH V-4" DIA. CORE io / , REQUIREMENTS AND / �' \ ° PROJECT OTECHNICAL 2'-0" DIA. \ REPORT. / O OVERHEAD CLEARANCE ARM 3/4 — 1 -0 11 1'_02„ 11, 1,_02„ J . �N �\l ---- 1 1/2" ELECTRICAL o � CONDUIT STUB -UP 3 02„ / T-0" STUB -UP: (1) 1 1/2" LOW VOLTAGE CONDUIT TO BLDG & (1) 1 1/2" SENSOR LOOP CONDUIT - BASEPLATE ANCHOR BOLT LOCATIONS (TYP. OF 4) 4 DRIVE THRU SPEAKER CANOPY - ANCHOR BOLT 3/411 — 11-011 INSTALLATION INSTRUCTIONS: 1. STAKE FOUNDATION AREA & CONFIRM FINAL GRADE VERIFY REQUIREMENTS WITH G.C. , —TOP ASSEMBLY 2. EXCAVATE FOUNDATION AREA. IS COVERED 3. SET ANCHOR BOLTS, REBAR & CONDUIT STUB. (PRIMARY - Q ELECTRICAL SERVICE TO BASE BY \ O G.C.) (9'LIGHT LU � 4. POUR CONCRETE. ALLOW U w CONCRETE CURE TIME AS Q > REQUIRED. FIXTURE Of Q 5. ANCHOR POLE AS SHOWN. CHECK 75W LED UFOR PLUMB. _ 6. MOUNT SIGNAGE TO POLE. — (2) HSS 6"x6"x3/8" � 7. TEST SIGNAGE FOR PROPER CO FUNCTION. 8. REMOVE ANY LIFTING BRACKETS & REINSTALL BOLTS. 9. CLEAN UP AREA & REMOVE ANY PACKING MATERIAL. DO NOT - DISCARD ANY MATERIAL OR DEBRIS _ } INTO ON SITE DUMPSTERS. 6, w > 7 3y2„ DOUBLE NUTS (GALV.) TIGHTEN TOP NUT 1/6 TURN BEYOND HAND -TIGHT (MIN. 60^, MAX 80^) FLAT WASHERS LEVELING NUT THE DISTANCE FROM THE TOP OF THE FOUNDATION TO THE BOTTOM OF THE BASE PLATE TO BE 1 "-2" BASEPLATE w/SLOTTED RADIAL HOLES ELECTRICAL HOLE ANCHOR BOLT TUBE w/SIGN — OVERTURNING DIRECTION NOTE: VERIFY FINAL SIGNAGE DESIGN AND SIGN FOUNDATION REQUIREMENTS WITH SIGN VENDOR INSTALLATION INSTRUCTIONS:. 1. STAKE FOUNDATION AREA & CONFIRM FINAL GRADE REQUIREMENTS WITH G.C. 2. EXCAVATE FOUNDATION AREA. 3. SET ANCHOR BOLTS, REBAR & CONDUIT STUB. (PRIMARY ELECTRICAL SERVICE TO BASE BY G.C.) 4. POUR CONCRETE. ALLOW CONCRETE CURE TIME AS REQUIRED. 5. ANCHOR SPEAKER CANOPY AS SHOWN. CHECK FOR PLUMB. 6. MAKE FINAL ELECTRICAL HOOK-UP. (ALL ELECTRICAL TO MEET LOCAL CODES.) 7. TEST SPEAKER CANOPY FOR PROPER FUNCTION & LIGHTING. 8. REMOVE ANY LIFTING BRACKETS & o REINSTALL BOLTS. 9. CLEAN UP AREA & REMOVE ANY PACKING MATERIAL. DO NOT DISCARD ANY MATERIAL OR DEBRIS INTO ON SITE DUMPSTERS. O PREFORMED MAGNETIC U LOOP INDUCTION SYSTEM 4 UJ z0 0 CONCRETE PAVEMENT AS1.2 U � 2" MAX DEPTH TO LOOP LOOP SUPPORT A t 1\ FINISHED GRADE /z/ a D c SAND AND GRAVEL BASE ' 1 1/2" CONDUIT & 1" ° AT DRIVE THRU SPEAKER. LOW VOLTAGE ° CANOPY/SENSOR LOOP LOCATION, RUN 1 1/2" CONDUIT - CONDUIT TO BLDG., CO BY G.C. ° - (4) 314" DIA. x 30" LONG ANCHOR BOLTS io W/6" THREAD @ TOP & 3" THREAD @ BOTTOM, (4) NUTS & (2) WASHERS PER BOLT. (GRADE 36) J ° #5 REBAR @ 10" O.C., EACH ° WAY (FRONT & BACK) 2'-0" . O DRIVE THRU SPEAKER CANOPY - SIDE & FRONT ELEVATION1 1/2" — 1 -0 11 DOUBLE NUTS (GALV.) TIGHTEN TOP NUT 1/6 TURN BEYOND HAND -TIGHT (MIN. 60^, MAX 80^) FLAT WASHERS LEVELING NUT THE DISTANCE FROM THE TOP OF THE FOUNDATION TO THE BOTTOM OF THE BASE PLATE TO BE 1"-2" 6'-0" / 3'-0" % 3'-0„ � 2'-0„ VERIFY FINAL SIGNAGE DESIGN, DIMENSIONS, AND SIGN FOUNDATION REQUIREMENTS WITH SIGN VENDOR FF — MICROPHONE & SPEAKER (SUPPLIED BY OTHERS) co i� L0 -111— ° 120 VAC SUPPLY TO LED POWER SUPPLY ° t ° ° SEE SIGNAGE PACKAGE FOR FOUNDATION DESIGN REQUIREMENTS SPEAKER SUPPLY MICROPHONE SUPPLY FOUNDATION NOTE: ° DEPTH MAY NEED TO BE ° _4 INCREASED BASED ON LOCAL FROST DEPTH REQUIREMENTS AND PROJECT GEOTECHNICAL REPORT. 14"L 4'-0" CLEAR (TYP) ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 (p) 615.244.8170 ENGINEERING (f) 615.244.8141 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. DRIVE THRU EQUIPMENT AS1 m2 A 0 0 r` 3 77 F7 I II 2'-6'� 5'-6" 5'-0" II II II II u T. 71 El d _ _ - LLI m 3'-8 d w' w o �_ ,W ,io WLO ;. _ .. v,Fr W 5-0 � TYP / 5'-0" 1001 5'-0" / 5'-0" / EQ /, EQ / EQ lo, SIDEWALK PLAN 1/8" = 1'-0" FROST PROOF HOSE BIB DS TO STORM UTILITY PLAN 1/4,1 ,0, 15'-3" DS TO STORM DS TO STORM e �DS TO STORM GW SS DS TO STORM e 22'-6" 0 r` ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA �. GAS SHELL M MONTICELLO, MN ELECTRICAL 0 Cl) 1" SPARE CONDUIT N FROST PROOF HOSE BIB DOMESTIC WATER CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. SIDEWALK & UTILITY PLAN A AS200 D ` 0 LO N 0 00 0 LO 1 A5.2 A4.0 4 : B % 00 o O 3 � A5.1 v _ r A5.1 D 0 M M 04 1 A5.1 00 M ` � O , � O / 29'-11 3/4" / 1 / 24'-4 1 /4" 3'-10" V-9 1 / I 2 A4.0 A5.2 3 \ I 102 I I I / I '- I m �4V / C / M J OCOI / I co o I, ti y LOLO I / I U) I' ,I o �Z / N W / I w CIO co w Z - I Q / _U) 00 o - I / 28'-5" / D O� / I L I 4'-0" m q co N COMPACT THE EXPOSED SUB - GRADE OF THE FLOOR TO A 14�—CONDITION AND ELEVATION OF 4" BELOW FINISHED FLOOR I _ CI� � I / O � I 00 LF I IIIIIIIIM 1 o r I O 13 �00 15'-8 3/4" 3'-4' 87" 3'-4" 3 2 A5.0 A5.0 15'-8 3/4" 14'-1 3/4" , 2) 1 3 5 O A4.0 `_ A 0 co ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA 2 A SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 "111 A5.0 NO. DESCRIPTION DATE OF This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FLOOR PLAN FLOOR PLAN 3/16 1 0 Al mO MTL ROOF CURB SUPPLIED BY MECH. CONTR. AND INSTALLED BY ROOF CONTR. - NAIL TO P.T. WD. BLK. 12" O.0 SEE CONTR. TO COORDINATE LOCATION TO ALIGN OVER STRUCT SUPPORTS REINFORCED MEMBRANE SUBSTRATE W/ BONDING ADHESIVE INSULATED METAL CURB (BY OTHERS) PT WOOD BATTEN NAILER SEAM FLASHING PLATE PT WD BLK. 5-1/2" WIDE & HT AS REQ'D TO MATCH CURB FLANGE W/ ROOF INSUL. REMOVE MIN. AMOUNT OF DECK TO ALLOW MECH. INSTALLATION 2 HVAC CURB DETAIL Ref. Sheet /+ A2.0 6" = 1'-091 — �_ -- FLASHING NAILED 12" O.C. INTO PT WD BLK W/ FASTENER SEALANT BIB FLASHING ADHERED TO SUBSTRATE W/ SPLICING CEMENT BONDING ADHESIVE FLASHING OR PVC BOOT SEALANT STAINLESS STEEL HOSE CLAMP ALUMINUM TAPE CHEMICAL \ WELD FASTENER z BASE FLASHING ROOFING � E SYSTEM z w ROOFING AND RIGID XINSULATION 00 Ji Dl-,J J INSULATION `\\ I NOTE: SEE ROOF PLAN FOR ALL CRICKET LOCATIONS ` DECK CONSTRUCTION (REFER TO STRUCTURAL) ANY FLEXIBLE PENETRATION "GOOSENECK" BY OTHERS UNCURED ELASTOFORM FLASHING TREATED WOOD NAILER LAP SEALANT SPLICING CEMENT WATER CUT-OFF MASTIC ROOFING & RIGID INSULATION 10< ni DECK CONSTRUCTION (REFER TO STRUCTURAL) 5 FLEXIBLE PENETRATION Ref. Sheet A2.0 1/4" MEMBRANE FULLY ADHERED TO PARAPET WALL EXTEND MEMBRANE FLASHING UP FACE OF PARAPET AND WRAP OVER BLOCKING SINGLE PLY MEMBRANE FLASHING - FASTEN PER MANUFACTURER'S TPO MEMBRANE ROOFING SYSTEM ON MECHANICALLY SLOPE 1/4" ► FASTENED INSULATION AND /FT. MIN METAL DECK - SEE STRUCTURAL 1/4" CONT. CAULK MAX 8" X 10" METAL SCUPPER 2X F.R.T. WOOD BLOCKING @ SCUPPER 1/4" CONT. CAULK MAX. COLLECTOR HEAD 6 SCUPPER & DOWNSPOUT DETAIL Ref. Sheet A2.0 3/4" = 1'-0" L co 75 N CO O O U C O L 0 LL N U O 0 i to L U) METAL DOWNSPOUT 3 PIPE PENETRATION DETAIL Ref. Sheet A2.0 1/4" = 1'-0" PIPE PENETRATION (REFER TO PLUMBING) SEALANT STAINLESS STEEL HOSE CLAMP PVC BOOT FLASHING —FASTENER SPLICING CEMENT z BASE FLASHING co _ _ I_ ROOFING AND RIGID INSULATION J. 1-- I �: I `11\ DECK CONSTRUCTION (REFER TO STRUCTURAL) 4 HOT PIPE PENETRATION DETAIL Ref. Sheet A2.0 1/4" = 1'-0" MEMBRANE FULLY ADHERE^ T^ PARAPET WALL EXTEND MEMBRANE FLASHING UP F PARAPET AND WRAP OVER BLOCKING SINGLE PLY MEMBRANE FLASHING - FASTEN PER MANUFACTURER'S TPO MEMBRANE ROOFING SYSTEM ON MECHANICALL' FASTENED INSULATION AN[ METAL DECK - SEE STRUC7 7 OVERFLOW SCUPPER DETAIL Ref. Sheet A2.0 3/4" = 1'-0" 4" CONT. CAULK MAX X 10" METAL SCUPPER < F.R.T. WOOD -OCKING @ UPPER 4" CONT. CAULK MAX. 2 13 / FREEZER GC TO PRCVIDE WALK / z? CONDENSER PADS TO ALL ROOF TOP EF1 EQUIPMENT. PROVIDE 8 ADDITIONA- FOR \� TENANT UE E u I u I � u / 12 -7" 1'-0", 14'-10" / OVERFLOW // SCUPPER _ COOLER / CONDENSER N / / bo u u PRIMARY SCUPPER AND DOWNSPOUT0 / f /� ,, / 3'-0" / �\ zLU CO 1 ' w z \ A5.2 z m — EF4 \ 1 �� I O� I \ I / LL \ / Oz o \ I O O \ EF1 1 / \ INSTALL FIVE (5) COOLER CONDENSING / \ CURBS LOCATED AND SUPPLIED BY \ TENANT. LANDLORD TO PROVIDE TENANT o WITH MINIMAL (3) WEEKS' NOTICE SPECIFIC �r) TO JOBSITE DELIVERY OF THESE ITEMS_ — — N WHITE 60 MIL PVC ROOFING MEMBRANE OVER 3" MIN RIGID INSULATION WITH A MINIMUM R-VALUE PER THE COM-CHECK PREFINISHED CANOPY BELOW W/ DOWNSPOUTS TAKEN TO STORM SYSTEM 5-0" Of `n I - y 12'-2" �I ICE MACHINE CONDENSER 1 5'-0" i 1001 LI - co PRIMARY SCUPPER AND DOWNSPOUT J� OVERFLOW SCUPPER 0 1 ' A5.1 T 0 ROOF PLAN �'J 3/16" = 1'-0" \ 0 M 16'-3" 15 YEAR ROOF WARRANTY IS REQUIRED TO BE TRANSFERABLE AT NO COST TO OWNER. 1 ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 PREFINISHED CANOPY 24114 BELOW W/ DOWNSPOUTS TAKEN TO STORM SYSTEM NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ROOF PLAN A2.0 X rn 75 a) L O U 4— C O I ca L ^CU LL 1 N c U O ca L a� =�1 t REFLECTED CEILING PLAN 3/16" = 1'-0" n Ll GPEN TO STRUCTURE u n 5'-0" N O 00 O 00 0 O I - 00 o q O O O O N 2'-6" o, 4'-8" 4'-8" 4'-8" �. 2'-6„191-01, �. ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. REFLECTED CEILING PLAN A2ml DOOR SCHEDULE DOOR FRAME _ # SIZE TYPE DOOR MATERIAL TYPE FRAME MATERIAL THRESHOLD HDW # COMMENTS ALUMINUM STOREFRONT 101 PAIR 3'-0" x 7'-0" x 1 1 ALUMINUM & GLASS D ALUMINUM METAL 2 SYSTEM 102 3'-6" x 7'-0" x 1-3/4" 2 HOLLOW CORE METAL A HOLLOW CORE METAL METAL 1 V 4 1/2" , i5" �. C 1 HEAD DETAIL Ref. Sheet A3.0 6" = 1'-0" DOOR NOTES V 1. MAXIMUM HEIGHT OF THRESHOLDS TO BE 1/2" 1" GLAZING, 2. MAXIMUM OPENING FORCE OF DOORS: INTERIOR: 4.5; EXTERIOR: 4.5 TEMP. AS 3. ALL HARDWARE TO COMPLY WITH ADA CODES AND STATE ACCESSIBILITY CODES. REQUIRED TYP. j — 1 UNO 4. ALUMINUM STOREFRONT DOOR HARDWARE BY DOOR MANUFACTURER. 5. METAL THRESHOLDS FOR PERIMETER WALL EXIT DOORS SHALL BE ALUMINUM STORMPROOF AND ADA HANDICAP ACCESSIBLE. s ALUMINUM 6. HOLLOW CORE METAL EXTERIOR DOORS TO MEET OR EXCEED A U-FACTOR OF. 18. STOREFRONT DOOR TO BE LABELED AND CERTIFIED BY MANUFACTURER FOR U-FACTOR. SYSTEM 7. ALUMINUM & GLASS DOORS TO MEET U-FACTOR AND SHGC REQUIREMENTS AS — NEEDED TO PROVIDE THE SYSTEM VALUE SPECIFIED IN STOREFRONT NOTES THIS SHEET. 8. THE BOTTOM 10" OF ALL DOORS SHALL HAVE A SMOOTH, UNITERRUPTED SURFACE TO ALLOW THE DOOR TO BE OPENED BY A WHEELCHAIR FOOTREST WITHOUT /t CREATING A TRAP OR HAZARDOUS CONDITION STOREFRONT NOTES: C2 HORIZONTAL MULLION DETAIL 1. ALL STOREFRONT DOORS TO BE TEMPERED 1" GLAZING. 2. ALL STOREFRONT SYSTEM GLAZING TO BE 1" GLAZING. Ref. Sheet 3. ALL GLAZING TO BE TEMPERED, AS INDICATED A3.0 6" = 1'-0" 4. STOREFRONT SYSTEM FINISH TO BE DARK BRONZE 5. STOREFRONT SYSTEM (INCLUDING DOORS & GLAZING) TO MEET OR EXCEED SPECS IN COMCHECK 6. SYSTEM TO BE LABELED AND CERTIFIED BY MANUFACTURER FOR U-FACTOR AND SHGC. 1/2" EXPANSION MATERIAL AT STOREFRONT C3 SILL DETAIL Ref. Sheet A3.0 6" = 1'-0" L 1/4"� �: ,. 2" ). U) 7 75 C4 JAMB DETAIL Ref. Sheet O A3.0 6" = 1'-091 O U O WE N N U O 0 2" � I U) 1" GLAZING, TEMP. AS REQUIRED TYP. UNO —ALUMINUM STOREFRONT SYSTEM N S LO CAULK & BACKER ROD, TYPICAL PAINTED METAL DOORFRAME J � M SEALANT & BACKER ROD, TYPICAL VENEER @ JAMB / 4" @ HEAD A FRAME TYPE Ref. Sheet A3.0 1 1/2" = V-0" HARDWARE SCHEDULE ROOM MODEL / MATERIAL I MANUFACTURER SET NO. 1 - SINGLE EXIT DOOR (HOLLOW METAL) FRAME ME SERIES WELDED HM FRAME - GALV. REPUBLIC DOORS & FRAMES OR EQUAL DOOR DM SERIES HM DOOR - GALV. REPUBLIC DOORS & FRAMES OR EQUAL EXIT DEVICE 4701 32D EXIT ONLY - PANIC / KEYED HAGER CLOSER 5100 AL HAGER HINGES ROTON HINGES ROTON KICKPLATE 190S 18" x 34"/46" 32D HAGER THRESHOLD 412SA 36"/48" HAGER - USE NON -SHRINK GROUT BED WEATHERSTRIP 891SAV 36"/48" x 96" HAGER DOOR SWEEP 801SAB 36"/48" HAGER DRIP CAP 810SA 40"/52" HAGER LATCH GUARD 340D HAGER SET NO. 2 - DOUBLE EXIT DOOR (STOREFRONT) EXIT DEVICE AP STANDARD CONCELED VERTICAL ROD YKK OR EQUAL DBL STRIKE N/A N/A CLOSER HEAVY DUTY YKK OR EQUAL HINGES ROTON HINGES YKK OR EQUAL LOCK SYSTEM KEYED CYLINDER YKK OR EQUAL THRESHOLD BY MANUFACTURER YKK OR EQUAL - USE NON -SHRINK GROUT BED WEATHERSTRIP BY MANUFACTURER YKK OR EQUAL DOOR SWEEP BY MANUFACTURER YKK OR EQUAL DOOR PUSH/PULL STANDARD 1" DIAMETER YKK OR EQUAL STOREFRONT TO HAVE 1/4" JAMBS SHIMS AND 1/2" HEADER 8'-7" ,. 8'-7" Of i01 i� 2'-4" 6'-3" 2'-5" S-10" 2'-4" ie ie / `� `I� / 10 O 4" HEAD @ 2 SEE SCHEDULE 2 N N MASONRY �� i oo of WALLS o 0 HOLLOW CORES O METAL FRAME HOLLOW CORE O STOREFRONT ELEVATION A STOREFRONT ELEVATION B METAL OR 1 3/8" = 1'-0" 2 3/8" = 1'-0" o SOLID CORE I� WOOD PER SCHEDULE �I SINGLE OR DOUBLE DOOR �, 11'-4" `, PER SCHEDULE /7"14'-11 3/8" / 4'-0" , 3'-8" 3'-8" / 3'-71/2" 3'-9" / 3'-9" 3'-10" 101 � DT2 DOOR TYPE 2 Ref. Sheet N/A A3.0 1/2" = V-0" co WALL WIDTH TYPICAL FRAME — / I HOLLOW METAL THICKNESS DRYWALL FRAME FOR BOTH WITH (3) THREE HEAD & JAMB CLIPS PER JAMB - (6) N -I SIX PER DOOR FRAME, TYP. BOX METAL STUDS @ JAMBS & HEAD FOR RIGIDITY - TYP. ALL OPENINGS. 1/2" - 1/2' s SEE WALL SCHEDULE FOR WALL NOTE: WALL WIDTH COMPOSITION VARIES FOR RATED AND NON -RATED WALLS. B FRAME TYPE Ref. Sheet N/A A3.0 1 1/2" = 1'-0" 3'-0" OSTOREFRONT ELEVATION C 3/8 11-011 12'-0" 4'-0" / 4'-0" 0 ti Cmv � 3'-0" OSTOREFRONT ELEVATION E 3/8" = 1'-0" 0 0 i� STOREFRONT ELEVATION D 3/8" = 1'-0" 9'-01, / 2'-7 3/4" `I 3'-8 1/2" `I 2'-7 3/4" / N co co N M 3'-0" STOREFRONT ELEVATION F 3/8" = 1'-0" ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. DOOR SCHEDULE AND DETAILS U) L C5 VERTICAL MULLION DETAIL U Ref. Sheet A3.0 6" = 1'-0" A3.0 1 2 WEATHERPROOF J- BOX CENTERED @ ALL SIGN LOCATIONS MTL-1 19'-01, i S =-4 SF-1 BR-1 FRONT ELEVATION 3/16" = 1'-0" 17'-0" 1 \ O BR--11—� II F E A 1 WEATHERPROOF J- A5.0 BOX CENTERED @ ALL MTL-1 SIGN LOCATIONS II I I ----------------------- MTL-1 EQ EQ EQ EQ I , . - • . • . _ •". ._ , _ • .. ;. � � • . - - . "• EIFS-1 � � • . . AWN-1 BR-3 BR-3 IIIIIIJI�IIIJI�IIIIIIIIIIIJI�IIIJI�III�IIIIIIIIII�IIIJI�III)IIIIIIIIII�IIIJI�III�IIIIIIIIII�IIIJI�III�IIIIIIIIII�IIIJI�IIIJI�III fa � I IIII � BR BR-1 i n SIDE ELEVATION A 3/16" = 1'-0" A WEATHERPROOF J- B Cc), D WEATHERPROOF J- 1 BOX CENTERED @ ALL 3 2 � SIGN LOCATIONSOGN@ALL 2 (� SIGN LOCATIONS A5.2 A5.1 A5.1 A5.2 MTL-1 MTL-1 11 T-0A�l" zl ;. SF-4 _ ' - ---------- ----- --- --= -=- —_ ; - _---=-- — ------ -_', -- �_ - -- ------ =T---- —, - - --- �--=------------_� - - - - - - - - - - - - -------- _ EIFS-1 -�_ - -_ �-.-; -• - -..- �.'-•- •---- ;•-� � ..- --.- -, - - -�,-' - .- - - - ; -. - -..- - -•'-• •- -- -• �-. .- - � -.,- - ''EQ EQ. EQ . . • - , ' � � • �- � � � - } •' . ' � - � . EIFS-1 � �. � . ' � �. - � •- � � � - • • IIIIIIIIIII IIIIIIIILIIIIIIIIIIII • O i ;; ` ' : EIFS 1z7I BR-3 BR-3 1 IIIIIIII11 Illllllll)++f l 141 BR-1 BR-1 / BR-1 OREAR ELEVATION 3/16 1 0 SIDE ELEVATION B 3/16" = 1'-0" MARK MATERIAL AWN-1 <varies> BR-1 THIN BRICK VENEER (SOLDIER BOND) BR-3 THIN BRICK VENEER (SOLDIER BOND) EIFS-1 DRAINABLE EIFS SYSTEM MFG EXTERIOR FINISH SCHEDULE COLOR T F 1 A5.1 SF-1 I O ffl, COMMENTS 17'-0" 1 3'-0" <varies> <varies> <varies> MCNEAR BRICK & BLOCK SANTIAGO CREATIVE MATERIALS BLEND THIS PRODUCT COORDINATES WITH THE TABS SYSTEM. CREATIVE MATERIALS WILL BE COORDINATING. EXTERIOR: INSTALL BRICK USING LOW VOC HEAVY DUTY CONSTRUCTION ADHESIVE. GROUT: LATICRETE, MVIS POINTING MORTAR 58 TERRACOTTA. DO NOT USE THE TABS SYSTEM IN THE INTERIOR PORTION ONLY. ENDICOTT GOLDEN BUFF THIS PRODUCT COORDINATES WITH THE TABS SYSTEM. CREATIVE MATERIALS WILL BE COORDINATING. EXTERIOR: INSTALL BRICK USING LOW VOC HEAVY DUTY CONSTRUCTION ADHESIVE. GROUT: LATICRETE, MVIS POINTING MORTAR 58 TERRACOTTA. DO NOT USE THE TABS SYSTEM IN THE INTERIOR PORTION ONLY. DRYVIT OR EQUAL MATCH DRYVIT - 105 - "SUEDE" TEXURE: LYMESTONE DPR. USE ULTRA HIGH IMPACT MESH ASSEMBLY WITH DRYVIT PANZER 20 MESH FOR ALL EIFS WALL AREAS WITHIN 8'0" OF GRADE. MTL-1 PRE -FINISHED METAL 2- PIECE SNAP -ON DUROLAST OR EQ COMPRESSION COPING SF-1 ALUMINUM WOOD LOOK, SELF MATING KNOTWOOD CLADDING SYSTEM SF-4 FRP; PATTERN: CUSTOM PATTERN; SURFACE: NICHIHA HANDCRAFTED FLUTE; PAINT TYPE: GEL COAT STF-1 ALUMINUM AND GLASS STOREFRONT FRAME KAWNEER OR EQUAL DARK BRONZE WHITE ASH MATCH PMS 2307 C FINISH: GREEN TOWER CLADDING. MATTE DARK BRONZE ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ELEVATIONS A4.0 X COLOR - FRONT ELEVATION lJ 3/16" = 1'-0" COLOR -REAR ELEVATION 3/16 1 0 COLOR - SIDE ELEVATION A 3/16" = 1'-0" COLOR - SIDE ELEVATION B 3/16" = 1'-0" MARK MATERIAL AWN-1 <varies> BR-1 THIN BRICK VENEER (SOLDIER BOND) MFG EXTERIOR FINISH SCHEDULE COLOR <varies> <varies> MCNEAR BRICK & BLOCK SANTIAGO CREATIVE MATERIALS BLEND BR-3 THIN BRICK VENEER (SOLDIER BOND) ENDICOTT GOLDEN BUFF EIFS-1 DRAINABLE EIFS SYSTEM DRYVIT OR EQUAL MATCH DRYVIT - 105 - "SUEDE" MTL-1 PRE -FINISHED METAL 2- PIECE SNAP -ON DUROLAST OR EQ DARK BRONZE COMPRESSION COPING SF-1 ALUMINUM WOOD LOOK, SELF MATING KNOTWOOD WHITE ASH CLADDING SYSTEM SF-4 FRP; PATTERN: CUSTOM PATTERN; SURFACE: NICHIHA MATCH PMS 2307 C FINISH HANDCRAFTED FLUTE; PAINT TYPE: GEL COAT MATTE STF-1 ALUMINUM AND GLASS STOREFRONT FRAME KAWNEER OR EQUAL DARK BRONZE 17'-0" 3'-0" COMMENTS <varies> THIS PRODUCT COORDINATES WITH THE TABS SYSTEM. CREATIVE MATERIALS WILL BE COORDINATING. EXTERIOR: INSTALL BRICK USING LOW VOC HEAVY DUTY CONSTRUCTION ADHESIVE. GROUT: LATICRETE, MVIS POINTING MORTAR 58 TERRACOTTA. DO NOT USE THE TABS SYSTEM IN THE INTERIOR PORTION ONLY. THIS PRODUCT COORDINATES WITH THE TABS SYSTEM. CREATIVE MATERIALS WILL BE COORDINATING. EXTERIOR: INSTALL BRICK USING LOW VOC HEAVY DUTY CONSTRUCTION ADHESIVE. GROUT: LATICRETE, MVIS POINTING MORTAR 58 TERRACOTTA. DO NOT USE THE TABS SYSTEM IN THE INTERIOR PORTION ONLY. TEXURE: LYMESTONE DPR. USE ULTRA HIGH IMPACT MESH ASSEMBLY WITH DRYVIT PANZER 20 MESH FOR ALL EIFS WALL AREAS WITHIN 8'0" OF GRADE. GREEN TOWER CLADDING. ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. COLOR ELEVATIONS A4.1 PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-L T/FRAMING 19'-0" PEEL AND STICK MOISTURE BARRIEF PLYWOOD SHEATHI NICHIHA FRP SYSTE OVER 2" RIGID INSL INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSI 18GA Z-FURRING C HORIZONTALLY (IN; WILL BE BETWEEN 2x6 WD STUD WALI BATT INSULATION. STRUCTURAL DRX ADDITIONAL INFOR o0 n 112" EXPANSION CONCRETE SIDE REFER TO CIVIL 3 O WALL SECTION 3/4,1 0 11 IURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" GID INSULATION. MEMBRANE TO )N CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING �-I 12'-0" 10'-0" 8'-2" FINISH FLOOR 0'-0" PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHINC NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL WI R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION 00 i 5'-0" F E -� DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING _ IJ II 1/2" EXPANSION JOINT CONCRETE SIDEWALK, REFER TO CIVIL DRAWINGS - OWALL SECTION 3/4 1 -0 71 05 _ A6.0 CV PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. 19'-0" PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING; 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION 12'-3" n 5-0" PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION 1/2" EXPANSION JOINT CONCRETE SIDEWALK, REFER TO CIVIL DRAWINGS - , - a • a o - r d - a `a - , 1 WALL SECTION 3/4 1 0 A6.0 —DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING 8'-2" ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 (p) 615.244.8170 ENGINEERING (f) 615.244.8141 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. WALL SECTIONS A500 1 PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. PEEL AND STICK = MOISTURE BARRIER ON PLYWOOD SHEATHING NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION oP N o n L i0, 5'-0" T-0" TABS BRICK VENEER WALL SYS- INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION 1/2" EXPANSION JOINT CONCRETE CURB, REFER TO CIVIL DRAWINGS WALL SECTION l�J 3/4" = 1'-0" FR DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. PREFINISHED METAL COLLECTION BOX PREFINISHED METAL DOWNSPOUT PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING ALUMINUM WOOD LOOK, SELF MATING CLADDING SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION DOWNSPOUT TO DRAIN TO STORM SYSTEM i WALL SECTION 3/4" = 1'-0" i 0 ih i 2 DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING ALUMINUM WOOD LOOK, SELF MATING CLADDING SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION 12'-3" 0 ----------� I I 2 — DUMQLAST SINGLE PLY CLASS 'C' _y \ROOF MEMBRANE OVER R-25 4" I RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND — — TERMINATE UNDER COPING r PREFINISHED METAL "EYEBROW" OVER STOREFRONT- \-------- — I I 101-01, 3'-0" TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION OWALL SECTION 3/4" = 1'-0" ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. WALL SECTIONS A5m 1 PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. (i 17'-0" PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING 3" DRAINABLE EIFS SYSTEM CONT. RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION STEEL LADDER W/ SECURITY GATE. PAINT TO MATCH EIFS-1 TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION 1/2" EXPANSION JOINT CONCRETE SIDEWALK, REFER TO CIVIL DRAWINGS 1. A I � DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING ,J J�..I..J...J...J....J...J...J...I..J...J...J.. I...I. C PRE -FINISHED METAL 2-PIECE SNAP -ON COMPRESSION COPING BY DURO-LAST. 17'-0" PEEL AND STICK MOISTURE BARRIER ON PLYWOOD SHEATHING 3" DRAINABLE EIFS SYSTEM CONT. RIGID INSULATION W/ 18GA Z-FURRING @ 3'-0" OC HORIZONTALLY (INSULATION WILL BE BETWEEN Z-FURRING) 2x6 WD STUD WALL W/ R-21 BATT INSULATION. REFER TO STRUCTURAL DRAWINGS FOR ADDITIONAL INFORMATION 12'-3" TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION 3 A6.0� DURO-LAST SINGLE PLY CLASS 'C' ROOF MEMBRANE OVER R-25 4" RIGID INSULATION. MEMBRANE TO RUN CONTINUOUSLY UP WALL AND TERMINATE UNDER COPING 9 A6.0 ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. WALL SECTIONS OWALL SECTION 3/4" = 1'-0" 0WALL SECTION 3/4" = 1'-0" A5m2 L 75 N co O U O co N c co V N I U O 0 c� U) L (n PREFINISHED METAL DRIP EDGE FASCIA COVER, ATTACHED TO F.R.T. WOOD BLOCKING S.S. FASTENER PER MANUF. RECOMMENDATIONS NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. OSection 1 - Callout 1 1 1/2" = 1'-0" NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION. NSTALL PER MFGS SPECIFICATIONS. CONT FLASHING AND SEALANT PER MFGS SPECIFICATIONS. COLOR TO MATCH NICHIHA 3'-0" TABS BRICK VENEER WALL SYSTEM OVER CONT. 2" RIGID INSULATION INSTALL PER MFGS SPECIFICATIONS. OSection 1 - Callout 2 3" — 1'-0" SUBSILL FLASHING PER STOREFRONT MFG SPECS SLOPE BRICK 1/4"/3" 3'-0" TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATIOP OSection 3 - Callout 3 1 1/2" = 1'-0" WATERPROOF MASTIC SEALANT, AS REQ'D. BY MANUF. EXTR. GR. PLYWD. BLOCKING, TAPERED AS REQ'D TO PROVIDE DRAINAGE. ATTACH W/ 1/2" ANCHOR BOLTS, EMBEDDED 8", EVERY 4'-0" STAGGERED ROOF MEMBRANE SYSTEM FULLY ADHERED UP & OVER TOP OF PARAPET; SECURE TO WOOD NAILER - SEE ROOF PLAN FOR MORE INFO 2x6 WOOD STUD PREFINISHED METAL DRIP EDGE FASCIA COVER, ATTACHED TO F.R.T. WOOD BLOCKINC S.S. FASTENER PER MANUF. RECOMMENDATIONS ALUMINUM WOOD LOOK, SELF MATING CLADDING SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. Section 3 - Callout 1 1 1/2" = 1'-0" NICHIHA FRP SYSTEM OVER 2" RIGID INSULATION INSTALL PER MANUFACTURERS SPECIFICATIONS. 2x6 WD STUD WALL W/ R-21 BATT INSULATION. Section 2.1 - Callout 1 l�J 1 1/2" = 1'-0" ALUMINUM WOOD LOOK, SELF MATING CLADDING SYSTEM OVER 2" RIGID INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS SS FLASHING PER MFG SPECS 3'-0" TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION Section 4 - Callout 1 l�J 1 1/2" = 1'-0" WATERPROOF MASTIC SEALANT, AS REQ'D. BY MANUF. EXTR. GR. PLYWD. BLOCKING, TAPERED AS REQ'D TO PROVIDE DRAINAGE. ATTACH W/ 1/2" ANCHOR BOLTS, EMBEDDED 8", EVERY 4'-0" STAGGERED G s E TF / V-0 3/8" 1001 ROOF MEMBRANE SYSTEM FULLY ADHERED UP & OVER TOP OF PARAPET; SECURE TO WOOD NAILER - SEE ROOF PLAN FOR MORE INFO V-0 3/8" , 5/8" SHEATHING 2x6 WOOD STUD PREFINISHED METAL DRIP EDGE FASCIA COVER, ATTACHED TO F.R.T. WOOD BLOCKING S.S. FASTENER PER MANUF. RECOMMENDATIONS 3" DRAINABLE EIFS SYSTEM Section 6 - Callout 1 1 1/2" = 1'-0" 2x6 WOOD STUD ALUMINUM WOOD LOOK, SELF MATING CLADDING SYSTEM OVER 2" RIGID )' INSULATION. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT FLASHING AND SEALANT PER MFGS SPECIFICATIONS. COLOR TO MATCH SIDING _ 1'-0" WATERPROOF MASTIC SEALANT, AS REQ'D. BY MANUF. EXTR. GR. PLYWD. BLOCKING, TAPERED AS REQ'D TO PROVIDE DRAINAGE. ATTACH W/ 1/2" ANCHOR BOLTS, EMBEDDED 8", EVERY 4'-0" STAGGERED ROOF MEMBRANE SYSTEM FULLY ADHERED UP & OVER TOP OF PARAPET; SECURE TO WOOD NAILER - SEE ROOF PLAN FOR MORE INFO tr rrrrrrrrn 1ii)ii7i11�1�'� PREFINISHED METAL w "EYEBROW" OVER STOREFRONT V-3" / BACKER ROD AND SEALANT / BOTH SIDES, TYP. Section 3 - Callout 2 l�J 1 1/2" = 1'-0" 3" DRAINABLE EIFS SYSTEM SS FLASHING PER MFG SPECS 3'-8" TABS BRICK VENEER WALL SYSTEM. INSTALL PER MANUFACTURERS SPECIFICATIONS. CONT. 2" RIGID INSULATION @Section 6 - Callout 2 J 1 1/2" = 1'-0" 5/8" SHEATHING 2x6 WOOD STUD CO z LO 10 FLASHING AT WALL 3" = 1'-0" ROOF MEMBRANE CONTINUES UP AND OVER PARAPET, SECURE TO NAILER � Q(l nl nlnlC /\nLJCCI\/C J I LLL /"\IVVLL, JLL STRUCTURAL ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 615.244.8170 ENGINEERING ((f) 615.244.81411 GRAPHICS www.mjmarch.com COM PTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA SHELL MONTICELLO, MN CHECK SET 04.02.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. DETAILS A600 1.0 DESIGN AND CODE INFORMATION 1.1 The Structure is designed based on the 2020 Minnesota Building Code. All Design, Materials and Workmanship shall conform to the Referenced Code(s). Components designed by Suppliers shall be designed in accordance with the Referenced Code(s). 1.2 The lateral force resisting system(s) (shear walls, moment frames, etc.), truss attachment, and completed attachment of the roof diaphragms (decking) are required for the lateral stability of the completed structure. 1.3 Superimposed Loading for Mechanical Units are based on the Weight of the Equipment as indicated on the Structural Drawings. Any change in Type, Location, Size or Number of Pieces of Equipment shall be reported to the Architect for verification of the adequacy of supporting members prior to the placement of equipment. 1.4 Roof Dead Loads: - Roofing 2.0 psf - Insulation 2.0 psf - Deck 2.0 psf - Ceiling 3.0 psf - Framing 5.0 psf -M/E/P/FP 6.0psf 1.5 Structural Roof Members are designed for Minimum Roof Live Loads (Lr) based on the following Tributary loaded areas: - Lr = 20 Ri R2 psf Where: Rl = 1 For At < 200 psf 1.6 1.7 1.8 C O 1.10 i G1 C R IL 1.11 N 1.12 / H C QJ u O C A Ri = 1.2 - 0.001 At For 200 < At < 600 psf Ri = 0.6 For At > 600 psf The Roof Framing System has been designed with the Assumption that a Drainage System adequate to prevent ponding will be provided. Snow Loads: Distribution Coefficients shall be applied to the Base Load as Required by the Building Code, where: -Pg=50psf The Structure and its Components are designed for Wind Loads as defined by the Building Code, where: - Basic Wind Speed (3 second gust): 109 mph (Ultimate) 84.4 mph (Nominal) - Wind Importance Factor: II= 1.00 - Risk Category: II - Wind Exposure: C - Internal Pressure Coefficient: +0.18/-0.18 - Velocity Pressure: qh = 22.1 psf (Ultimate) -Design Wind Pressure Components and Cladding: (Ultimate) LOCATION ZONE EFFECTIVE WIND AREA DESIGN WIND PRESSURE (SF) (PSF) 10 +16.0 -42.0 20 +16.0 -39.0 1 50 +16.0 -35.5 100 +16.0 -32.5 10 +16.0 -24.0 20 +16.0 -24.0 1, 50 +16.0 -24.0 100 +16.0 -24.0 ROOF I 10 +16.0 -S5.0 20 +16.0 -51.5 2 50 +16.0 -47.0 100 +16.0 -43.S 10 +16.0 -75.0 20 +16.0 -68.0 3 50 +16.0 -S8.5 100 +16.0 -51.5 10 +24.0 -26.0 20 +23.0 -25.0 4 50 +21.5 -23.5 100 +20.S -22.5 5W +18.0 -20.0 WALLS I 10 +24.0 -32.0 20 +23.0 -30.0 5 50 +21.S -27.0 100 +20.S -2S.0 I 5W +18.0 -20.0 h = 15.7' - Design Wind Pressures - Plus and Minus signs signify pressure acting Toward and Away from Exterior Surface. - Linear Interpolation between values of Tributary Area is permissible. The Structure is designed using the following Earthquake Load Data: - Risk Category: II - Site Class D (ASSUMED) - Seismic Design Category: B - Mapped Spectral Response Accelerations: Ss = 0.050g S1 = 0.023g - Design Spectral Response Coefficients: SIDS = 0.054g SDI = 0.037g - Basic Seismic -Force -Resisting System: Light Frame Wood Walls with Structural Wood Shear Panels And Steel Not Detailed for Seismic Resistance - Seismic Response Coefficient, Cs: 0.018 - Response Modification Factor, R: 3 - Analysis Procedure: Equivalent Lateral Force Procedure The Structural Engineer will Observe the Construction only as requested by the Architect as Specified in the Architect -Engineer Agreement for the Project. Field Observation required by the Project Specifications or the Building Code must be performed by a Qualified Field Observer Approved by the Architect. Design Loads for Handrails are as follows: A.) 200 lb Concentrated Load applied at any point and in any direction. B.) 50 plf applied in any direction. Design Loads for Guardrails are as follows: A.) 200 lb Concentrated Load applied at any point and in any direction, at the Top of Guardrail. B.) 50 plf applied Horizontally and a Simultaneous Load of 100 plf applied Vertically Downward at the top of the Guardrail. C.) 200 lb Concentrated Horizontal Load applied on a one (1) foot square area at any point in the system. D.) Guardrails subject to Vehicular Impact shall be Designed to resist a 10 kip load applied (18) inches Above Floor Level. - These Loads are Not to be applied Simultaneously, but each shall be applied to produce Maximum Stresses in each of the respective Handrail Components. The Contractor is Responsible to Coordinate the Construction and Erection of Steel Frames, Steel Joists and Steel Decking to ensure Compatibility of Roof Systems and Wall Systems when considering Pitch and Camber of Steel Joists. The Owner and Architect shall examine the Structure and inform the Structural Engineer in writing, of any Loads not listed above. No Reserve Live Load Capacity exists for Conversion to other uses, if not noted above. STRUCTURAL GENERAL NOTES 2.0 ADDITIONAL CONTRACTOR RESPONSIBILITIES AND DEFINITIONS 5.0 CONCRETE 2.1 Shop drawings shall not be reviewed for approval unless checked by the fabricator and approved by the contractor, as indicated by the inclusion of the contractor's submittal review stamp.Submit one high quality PDF 5.1 All Concrete Workmanship and Materials shall conform to ACI 318 and All Local Codes, Laws and Ordinances. for review. Only marked up PDF will be returned. Reproduction of contract documents for shop drawings will not be permitted or accepted. See specifications and general notes for additional requirements. 5.2 The following Table shall apply to All Concrete Mix Designs to be used for this Project: Submittals required to be submitted for review include but are not limited to: TYPE OF MIN. COMP. MAXIMUM CONSTRUCTION STRENGTH AT TOTAL AIR W/C RATIO SLUMP (in.) -Roof trusses 28 DAYS (psi) -Structural steel framing FOOTINGS AND -Concrete Mix FOUNDATION 4000 NOT REQ'D. 0.50 4-6 -Rebar (placement and material data) WALLS 2.2 The contractor shall provide 10 working days in his schedule for the Structural Engineer's review of each submittal. INTERIOR NOT Diaphragms are Required for the Lateral Stability of the Completed Structure. SLAB -ON -GRADE SEE PLANS ENTRAINED 0.50 3-5 2.3 It is the Contractor's responsibility to certify that he has not made changes to specified materials on submittals. RETAINING WALLS OR CONCRETE EXPOSED 4000 5 - 7% 0.50 4-6 2.4 The contractor shall insure that all construction loads do not exceed the design live loads indicated on the structural TO WEATHER drawings and that these loads are not put on the structural members prior to the time that all framing members and their connections are in place. ALL OTHER CONCRETE 3000 AS REQ'D. 0.58 4-6 2.5 Contractor shall verify and bear the expense of verifying all existing conditions, horizontal and vertical dimensions and coordination of Architectural and Structural drawings. Immediately notify the Architect of any discrepancies. For dimensions not shown on Structural Drawings, see the Architectural Drawings. 2.6 Dimensions shown indicate spans for which members are Structurally Adequate. The contractor shall COORDINATE AND CONFIRM ALL DIMENSIONS. Contractor shall include in his bid the Costs of Dimensional Coordination and 5.3 Grout used in under column base plates shall be cement based, non -shrink, non-metallic grout. the grout shall exhibit no shrinkage in Confirmation. These Documents constitute a performance specification. Coordinate all openings, support systems, duct accordance with ASTM C827, "Test Method for Early Volume Change of Cementitious Mixtures" and shall have a minimum 28-day work locations, mechanical elements, sprinklers, etc., with Structural elements. Consult the Engineer/Architect and obtain compressive strength of 5000 psi when tested in accordance with ASTM C109, "Test Method for Compressive Strength of Hydraulic Approval PRIOR TO making changes to Structural Systems. Cement Mortars". 2.7 These Drawings and Specifications are performance specifications. Provide all labor, materials, equipment and services 5.4 Provide entrained air as per ACI 318. required to execute and complete all items of work as shown or indicated on the drawings and as specified in this section, including incidental items to effect a finished and complete job, even though such items are not shown or particularly 5.5 Where excess water is added to the concrete so that its serviceability is degraded, the attainment of required strength shall not release mentioned on the Contract Documents. the contractor from providing such modifications as may be required by the architect to provide a serviceable member. 2.8 The Contractor shall compare the Structural Sections with the Architectural Sections and report any discrepancies to the 5.6 All concrete shall be vibrated. Architect PRIOR TO fabricating or installing Structural Members. 2.9 See Architectural Drawings or Specifications for any fireproofing requirements of structural members. 5.7 No repair or rubbing of concrete surfaces shall be made prior to inspection by and with approval of the architect (owner or his authorized representative). 2.10 The design, adequacy and safety of erection bracing, shoring, temporary supports, etc., is the Sole Responsibility of the 5.8 Sawn control joint in slab -on -grade shall be cut in accordance with ACI 302.1 R. Joints shall be cut within 12 hours of slab placement. Contractor. The length -to -width ratios of slab areas shall not exceed 1.25. The maximum area of slab within joints shall be 225 s.f. 2.11 Erection and bracing of steel structures shall comply with the limits and recommendations of the "Code of Standard 5.9 Provide concrete walls with dovetail anchors and anchor slots where masonry walls abut concrete surface. Practice", Latest edition of the American Institute of Steel Construction. Provide bracing wherever necessary to take care of all loads to which the structure may be subjected, including equipment and the operation of the same. 5.10 Control joints in all foundation and retaining walls shall be placed not more than 20 feet apart and shall have 3/4 inch v-chamfers on 2.12 The details shown on the Structural Drawings designated as "Typical Details" apply generally to the drawings in all areas each side. Construction joints shall be placed not more than 100 feet apart and shall fall at control joint locations. Construction joints where conditions are similar to those described in the details. shall be keyed. Discontinue wall reinforcing at control joints. use 1/2" diameter x 3'-0" smooth bars at 12" c/c centered in the wall. Expansion joints shall be spaced at 150 feet. See details on the drawings. 2.13 Notes on the Structural General Notes sheet are applicable unless specifically noted otherwise on the drawings. 5.11 All pipe penetrations through slabs shall be sleeved in conformance with ACI 318, Section 6.3. 2.14 Principal openings are shown on the drawings. See Architectural, Mechanical and Electrical drawings for sleeves, curbs, 5.12 Refer to Civil Drawings for site concrete. inserts and other openings not shown. The contractor shall provide for all openings, whether shown on the Structural Drawings or not. Size and location of all openings shall be verified with the mechanical and electrical contractors. Any 5.13 Refer to Drawings of other Disciplines and Vendor Drawings for embedded items and recesses not shown on Structural Drawings. deviation from openings shown on the Structural Drawings shall be brought to the Engineer's attention for Approval PRIOR TO fabrication or installation of Structural Members. 2.15 Investigate Actual locations of underground lines and utilities BEFORE excavating and advise the Architect of all interferences. 6.0 STRUCTURAL STEEL AND METAL FORM / DECK 3.0 FOUNDATION 3.1 The foundation design is based on the recommendations contained in the Geotechnical report by: Westwood Professional Services, Inc. 6.1 All structural steel work shall conform to the code referenced edition of the "Specification for Structural Steel Buildings" of the AISC (AISC Project Number: R0045058.00 360). Dated: March 26, 2024 Contact: Eric Hansen, PE 6.2 All structural steel, except for plates, angles, channels, pipe and tubing (HSS), shall conform to ASTM A992, Grade 50 (Fy=50 ksi). Phone Number: (888) 937-5150 6.3 Structural steel plates, angles and channels shall conform to ASTM A36. 3.2 Assumed safe bearing capacities listed below shall be confirmed in the field by a Registered Geotechnical Engineer, approved by The Architect. 6.4 Steel pipe shall conform to ASTM A53, Grade B. Continuous Footings 2000 P.S.F Isolated Spread Footings 2000 P.S.F. 6.5 Square and rectangular structural tubing (HSS) shall conform to ASTM A500, Grade C (Fy=50 ksi). 3.3 All foundations shall bear a minimum of 48" below finish grade. 6.6 Anchor bolts shall be ASTM F1554 headed bolts. 3.4 Foundations are designed to bear on firm Remolded & Recompacted earth or approved controlled fill. Where 6.7 All bolted connections shall be made with 3/4 inch diameter ASTM A325 bolts, unless noted otherwise. unacceptable material occurs, Excavate and Replace with Engineered Fill. Fill material shall extend 10'-0" Coordinate with Geotech Recommendations beyond exterior boundary of building or a distance equal to the ( ) y ry g q 6.8 The structural steel fabricator shall be responsible for the design of all connections not detailed on the drawings. The fabricator shall provide footing bearing depth, whichever is greater. certification by a registered professional engineer in the project state that the connection design is in accordance with all applicable codes and specifications. 3.5 Proof -Roll the areas under the structure in accordnace with the geotechnical report. Repair soft areas in accordance with the geotechnical report. 6.10 Fabrication and erection shall be done by steel fabricator and erector who have been certified by the aisc quality certification program, category CnBg, or have an independent testing laboratory approved by the architect certify that the fabrication procedures used in this work 3.6 Where compacted earth fill is shown on the Contract Documents, it shall be placed in strict accordance with the are in accordance with AISC specifications and these requirements. geotechnical report. Fill materials shall be placed and compacted in accordance with the geotechnical report. 6.11 Welding shall be done by certified welders using ASTM E70 series electrodes for shop welding A36 steel, and E70 series low hydrogen 3.7 No footing shall bear directly on rock. Where rock is closer than (2) feet from the bottom of the footing, it shall be electrodes for all welding of high strength steels and for all field welding. 7.0 MASONRY 7.1 All Masonry Construction shall comply with ACI 530, "Building Code Requirements for Concrete Masonry Structures". 7.2 Masonry for this Structure has designed in Accordance with the Referenced Code as Inspected Masonry. The Owner shall employ an Agent in Compliance with Code Criteria to insure that the Code requirements are carried out. Inspection and Testing shall conform to ACI 530 Section 1.5. 7.3 Minimum Compressive Strength of Concrete Masonry at 28 days shall be F'm = 2,000 psi. All Load Bearing block masonry shall have a minimum Net Area unit strength of 2,000 psi at 28 days. 7.4 Concrete Masonry Units shall conform to ASTM C90 or ASTM C55 and be sampled and tested in Accordance with ASTM C140. 7.5 Bed Joint thickness shall not exceed 5/8". 7.6 Grout used for filling Cells and Bond Beams shall comply with ASTM C476 and shall have a Minimum Compressive Strength of 2,000 psi at 28 days determined in Accordance with ASTM C140. The Slump shall be between 9 inches and 11 inches. Test Gout strength in Accordance with ASTM C1019 for each 5000 square feet of wall. 7.7 Where the minimum dimension of any continuous vertical cell is 3 inches or less, use Fine Grout, otherwise use Course (Pea Gravel) Grout. 7.8 Mortar shall conform to the following Types as defined in the Building Code: - Masonry in contact with earth: Type M - Exterior Block Walls and Bearing Walls: Type M or S - Non -Bearing Interior Partitions: Type N - Brick Walls or Brick Veneer: Type N 7.9 Provide Control Joints at locations Approved by the Architect in all Masonry Walls at a maximum spacing of 20 feet or 3 times the wall height, whichever is less. Also provide Control Joints adjacent to corners, at changes in wall height and at changes in foundation conditions. Provide a Control Joint at Masonry Walls where support changes from Continuous Strip Footings to thickened slab -on -grade. 7.10 Joint Reinforcement shall be discontinued at control joints and where masonry veneer is supported from the Structuture. 7.11 Do Not locate Control Joints within 16 inches of openings, unless masonry above opening is supported from a Steel Lintel, which is supported from the Structure. 7.12 Horizontal Bond Beam reinforcement shall run continuous through Control Joints. 7.13 Joint Reinforcement shall meet ASTM A82. Provide the following Minimum Continuous Horizontal Masonry Reinforcing at 16" O.C. (Manufactured by Dur-O-Wal or an approved substitute.) - Single Wythe: Unreinforced - Std. Weight. Truss type Reinforced - 8" width Std. Weight Ladder type 10'712" width - Medium Weight Ladder Type - Cavity Walls: Unreinforced - Std. Weight Rectangular Tab Tie Reinforced - 8" width - Std. Weight Rectangular Tab Tie 10'712" width - Medium Weight Rectangular Tab Tie 7.14 All Reinforced Hollow Unit Masonry shall be built to preserve the Unobstructed Vertical Continuity of the cells to be filled. Walls and cross webs forming such cells to be filled shall be full -bedded in Mortar to prevent leakage of the grout. All Head (or end) joints shall be solidly filled with mortar for a distance in from the face of the wall or unit not less than the thickness of the longitudinal face shells. Bond shall be provided by lapping units in successive vertical courses or by equivalent Mechanical anchorage. 7.15 Vertical Cells to be filled shall have Vertical Alignment sufficient to maintain a clear, unobstructed, continuous vertical cell measuring not less than 3 inches and having a clear area of 10 square inches. 7.16 Cleanout openings shall be provided at the bottom of all cells to be filled in each pour of grout where such grout pour in excess of (4) four feet in height. Any overhanging mortar or other obstruction or debris shall be removed from the insides of such cell walls. The cleanouts shall be sealed after Inspection add before grouting. 7.17 Vertical Reinforcement shall be held in position at Top and Bottom and at intervals not exceeding (192) diameters of the reinforcement or (10) feet. 7.18 All Cells containing Reinforcement shall be filled solidly with grout. Grout shall be poured in lifts of (8) feet maximum height. All Grout shall be less than (1) inch or more than (2) inches below the top of the uppermost unit grouted. 7.19 When Total Grout Pour exceeds (8) feet in height, the grout shall be placed in (4) foot lifts and Special Inspection during Groutingshall be less than (1) inch or more than (2) inches Below the top of the uppermost unit grouted. 7.20 When the Grouting is stopped for (1) one hour or longer, Horizontal Construction joints shall be formed by stopping the pour of grout not less than (1) inch or more than (2) inches Below the top of the uppermost unit grouted. 7.21 The Architect shall be given a Minimum of (24) hours notice prior to each reinforced block grouting operation. 7.22 Provide adequate bracing for all masonry walls during construction and until lateral supports and diaphragms have been attached and grout has attained the specified Design Strength. 7.23 Where Lintels bear on Masonry Walls, they shall bear on either a bond beam course or on cores filled with concrete. All Lintels shall have at least (8") of bearing at each end, unless noted otherwise. 7.24 Steel Beams which bear on Masonry Walls shall be Mechaically Anchored and shall bear either on Bond Beams or filled block cores Reinforced with 247 Vertical bars and shall bear a minimum of (8"), unless shown otherwise. undercut to a minimum of (2) feet below the footings and replaced by Engineered Fill. Conform to Project 8.0 WOOD FRAMING Specifications. When Foundation Bearing Stratum transitions from soil to rock, notify the Architect for special 6.12 Welds shown on structural drawings are minimum design requirements. The fabricator's shop drawings shall reflect welds in accordance transition instructions. with AWS requirements. 3.8 Foundation or Retaining Walls shall be backfilled with stone conforming to ASTM D448, Size 6. 6.13 A minimum representative sampling of 10% of all fillet welds by each welder shall be visually inspected. 3.9 Foundation Walls not designed as Cantilevered from the footing, shall not be backfilled until shored or permanently supported at top of wall. 6.14 A representative sampling of full penetration groove welds shall be inspected by ultrasonic testing. Twenty-five percent of the welds by each welder shall be inspected. See specifications for additional requirements. 3.10 Lateral Design soil pressure for Basement Walls is 50 pcf, with an additional surcharge as required. 6.15 When welds are not called -out on drawings, they are minimum size continuous fillet welds in accordance with AWS D1.1. Fillet welds not 3.11 Lateral Design soil pressure for Cantilevered Retaining Walls is 35 pcf, with an additional surcharge as required. specified as to length shall be continuous. 3.12 Provide a drain system for Foundation and Retaining Walls that are a part of the Structure. 6.16 All groove welds shall be full penetration. 3.13 Provide 2" diameter Weep Holes at 4'-0" o.c. Maximum in Exterior Retaining Walls. Provide Filter Fabric over the 6.17 Provide fillet welds at all contact joints between steel members sufficient to develop the allowable tensile strength of the smaller member at Weep Hole to retain the backfill material. the joint. 3.14 Where foundation excavations must remain open and are subject to rain, undercut the excavation and install a (3) 6.18 Metal form deck and roof deck shall be continuous over three (3) spans and installed in accordance with the manufacturer's inch thick Mud Mat of 2500 psi concrete to protect the bearing soils. recommendations. See specifications for additional requirements. 4.0 REINFORCEMENT 6.19 Metal deck is designed for uniform loads on the spans shown. No concentrated point or line loads shall be induced on metal deck. 4.1 Reinforcing Bars shall conform to ASTM A615, Grade 60. Welded Wire Fabric shall conform to ASTM A185. 4.2 Detailing of Concrete Reinforcement and Accessories shall be in accordance with ACI "Detailing Manual", SP- 6.20 The contractor is responsible for the provision of a method to transfer gravity and lateral loads from non-structural items occurring between 66, the CRSI "Manual of Standard Practice" and ACI 318. structural framing to adjacent framing members. If structural framing consists of joists or joist girders, special provisions apply. See steel 4.3 Reinforcing shall Not be Heated or Welded. joist and joist girder notes for further information. 4.4 Reinforcing Placement shall be Approved by the Architect or His/Her Authorized Representative before Concrete is Placed. 6.21 Coordinate all openings and dimensions with Architectural and Mechanical drawings. Field confirm all dimensions. 4.5 Provide the following Concrete Cover for Reinforcement (Exposed Members are Members Exposed to Weather or Earth in Service): 6.22 Protect all steel below grade by encasing in concrete or painting with bitumastic paint. MARK NOT EXPOSED EXPOSED CAST AGAINST EARTH 6.23 Galvanizing of steel members shall conform to ASTM A123. BEAMS 1-1/2" 1-1/2" --- 6.24 Headed studs used in fabrication of embedded assemblies in concrete shall conform to ASTM A108 and shall be welded to those FOOTINGS --- 2" 3" assemblies using a full fusion process. WALLS - #5 OR SMALLER 3/4" 1 1/2" --- 6.26 Hardened washers shall be installed over short slotted or oversize holes occurring in the outer ply of a connection. A plate washer of at least 5/16 inch thickness with standard holes shall be installed over long slotted holes occurring in an outer ply of a connection. WALLS - #6 OR LARGER 3/4" 2" --- 4.6 Reinforcement for Slabs -On -Grade shall be as noted on the drawings. 6.27 Base plate connections are not designed to provide stability of columns during erection. Columns shall be temporarily braced by the erector 4.7 Masonry Reinforcement shall be placed in the Center of the Wall, Unless Specifically Detailed Otherwise in these prior to release of the column from the hoisting equipment. Drawings. 4.8 Bars designated Continuous or Bars required to be Spliced for Placement, shall be Lapped as follows: 6.28 Steel encased in concrete shall not be painted. - Concrete Reinforcement: Class "B" Tension Lap - Masonry Reinforcement: 6.29 Column anchor bolt holes shall be oversized in accordance with AISC "Manual of Steel Construction, Volume II, Connections". MASONRY LAP SPLICE LENGTH BAR SIZE #4 #5 #6 #7 #8 8" CMU 36" 45" 54" 63" 72" 12" CMU 36" 45" 54" 63" 72" - Lap Splices in Bottom Bars shall occur at a Support. - Lap Splices in Top Steel shall occur at Mid Span. 4.9 Openings in Concrete Slabs and Walls shall be Reinforced on each side of the Opening with Two (2) #6 Bars in each face. Bars shall extend (2) feet Beyond opening. Provide Two (2) #4 Diagonal Bars 4'-0" long in each face All Re -Entrant Corners of Slabs and Walls. 4.10 Welded Wire Fabric (WWF) shall lap Two (2) Full Meshes and be Securely Wired at Each Side and End. 4.11 Welded Wire Fabric shall be Fabricated from Sheets. Rolls are Not Allowed. 4.12 Provide Corner Bars at All Wall and Bond Beam Corners. Bars shall be the same size and spacing as Horizontal Reinforcing in each direction. 4.13 Intersecting Walls, if Poured separately, shall be Keyed and Doweled together with Bars of same size and spacing as Horizontal Reinforcement. 8.1 All lumber shall be Southern Pine, No. 2 (mc=19 percent) or equivalent unless noted otherwise. 8.2 Nailing shall conform to the minimum nailing requirements as set forth in the Building Code, unless noted otherwise. 8.3 Provide one row of bridging every 8 feet along span of joists. 8.4 Connection hardware for structural members shall be galvanized Strong -Tie connectors by the Simpson Strong -Tie. Use all specified fasteners to achieve maximum allowable load value unless noted otherwise. Hardware in contact with or anchored to pressure treated wood shall comply with Simpson ZMax coating or equivalent. 8.5 Provide bolt holes in wood that are a minimum of 1/32 to a maximum of 1/16 inch larger in diameter than the bolt diameter. Provide malleable iron washers or equivalent plate washers under all bolt heads or nuts bearing on wood. 8.6 Provide plywood sheathing equal to or better than C-D Int-APA with exterior glue and conforming to US Product standard PS-1-95 for Roof Sheathing. Provide 19/32" thick plywood with a minimum span rating of 40/20. Plywood Sheathing for Shearwalls shall be 19/32" thick APA rated 4-ply or better. Plywood Sheathing shall be continuous over 2 or more supports with the strength axis perpendicular to the supports unless noted otherwise. 8.7 Refer the drawings for Standard Details illustrating acceptable parameters for notching or drilling holes in studs and joists. Any notching or drilling that falls outside the boundaries prescribed in these details must be Reviewed and Approved by the Engineer of Record before proceeding. 8.8 Load -bearing stud walls and all exterior stud walls shall have solid 2x blocking at Third Points. 8.9 Wood in contact with concrete shall be Foundation Grade Pressure -Treated Southern Pine or equivalent. All connection hardware and fasteners in contact with Pressure -Treated wood shall be hot -dipped galvanized, stainless steel or with an approved equivalent finish. 8.10 Unless noted otherwise Sill and Foundation plates shall be anchored to the foundation with 3/4 inch diameter hot -dip galvanized ASTM F1554 Grade 36 Anchor Rods or Headed Bolts, see Details for Embedment and spaced not more than 4 feet apart. Connect each piece with One Bolt located within 8 inches of each end and minimum of two bolts per piece. Provide hot -dip galvanized washers and nuts. 8.11 Wood I -Joists and PSL/LVL beams, columns and headers noted on the drawings shall be manufactured by Weyerhaeuser. Complete Shop Drawings shall be prepared by the manufacturer showing layout and details necessary for determining fit and placement in the building. A complete set of Design Calculations shall be prepared by the manufacturer under the supervision of a Professional Engineer licensed in the Project State for all I -Joists and PSL/LVL beams, headers and columns and their connections to the supporting elements. 8.12 Any stud -to -stud connections not specifically indicated shall be standard NDS toenail connections with (4) 10d common nails, U.N.O. ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffth Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24� 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. STRUCTURAL GENERAL NOTES S000 STRUCTURAL GENERAL NOTES ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com 9.0 STRUCTURAL COMPONENT DESIGN DELEGATED TO COMPONENT SUPPLIER'S ENGINEER 10.0 POST -INSTALLED ANCHORS. REBAR & FASTENERS 11.0 SPECIAL INSPECTIONS 10.1 The products listed in this section are the design basis for this project. sdditional requirements are as follows: Special Inspection is to be provided in addition to the inspections conducted by the Department of Building Safety and shall 9.1 The Delegated Engineer shall be a Professional Engineer registered in the Project State, NOT the Structural Engineer of Record, who a. Post -installed anchors, rebar, and/or fasteners only as directed by the construction documents. not be construed to relieve the Owner or his Authorized Agent from requesting the periodic and called inspections required by undertakes the design of Structural Components or Structural Systems for the Project. This is a Reminder to Delegated Engineers that in b. Prodict diameter and embedment shall be as shown in the details. the Building Code. Special Inspection shall be paid by the Owner, and shall satisfy all inspection requirements of the Building Affixing His/Her Seal to Structural Drawings of the Structural Components or Structural Systems, the Delegated Engineer has Accepted C. Install products in accordance with Manufacturer's Printed Installation Instructions. Code. Responsibility for the Design of the Structural Components or Structural Systems. d. Prior to installation, contractor shall contact manufacturer's representative for product -specific installation training and a letter shall be submitted to the Engineer -of -Record (EOR) indicating training has taken place. 9.2 A Structural Component is an individual Structural Member designed to be part of a Structural System. e. Unless noted otherwise on the contract documents, refer to the project Building Code and/or evaluation REQUIRED SPECIAL INSPECTIONS report for required special inspections and proof load requirements. 9.3 A Structural System is a portion of a Structure comprising an Assembly of Structural Components. f. Substitution requests for products other than those listed below may be Submitted by the Contactor to the 1. In addition to regular inspections, the following items will also require special inspection in accordance with Chapter PROFESSIONAL ENGINEER FOR for review. Substitutions will ONLY be considered for products having a Research Report recognizing 17 of the governing Building Code. I hereby certify that this plan, specification, or report 9.4 Drawings introducing Engineering input such as defining the Configuration or Structural Capacity of Prefabricated Structural Components or the product for the appropriate application under the project Building Code. Substitution requfests shall was prepared by me or under my direct supervision their Assembly into Structural Systems, shall require the Seal and Signature of the Delegated Engineer who prepared them. include calculations that demonstrate the substituted product is capable of achieving the equivalent A. Structural Steel (2018 IBC Section 1705.2) and that I a duly Licensed Professional Engineer performance values of the design bassis product. B. Field WeldingC. la under the laws of the State of Minnesota. 9.5 Manual Calculations and Computer Printouts shall require the Seal and Signature of the Delegated Engineer who prepared them. High Strength Bolts Print Name: Larry Joe Griffth 1. For anchoring into CONCRETE: D. Structural Concrete (2018 IBC Section 1705.3)1.1 Signature: 9.6 The design of Pre -Engineered Systems specified in the Contract Documents which are designed/engineered by the System Supplier is the Mechanical Anchors shall bave been tested in accordance with ACI-355.2 and ICC-ES E. Anchors Cast in Concrete sole responsibility of the Supplier and its Design Engineer licensed in the Project State. Submittals of such Systems to the Structural AC193 for cracked concrete and seismic applications. Pre -approved products include: seismicapplications. F. Post -Installed Anchors in Concrete Date: 04-08-24 License #: 48579 Engineer of Record (EOR) shall be Reviewed for Conformance with the Contract Documents with regard to the arrangement and/or sizes SIMPSON STRONG -TIE (ICC-ES ESR-2713) G. Rebar �� of members shown on the Structural Contract Documents and the suppliers interpretation of the Design Information included in the Contract 1.2 Adhesive for Rebar and Anchors shall bave been tested in accordance with ACI 355.4 H. Soils (2018 IBC Section 1705.6) Documents. Such review by the Structural Engineer of Record shall not imply any responsibility for the actual design of such Systems. and ICC-ES AC308 for cracked concrete and seismic applications. Design bond strength J. Structural Masonry (2018 Section 1505.4) The Contractor shall be responsible for Dimensional Accuracy and Conformance with the information contained in Contract Documents. has been based on cracked concrete, ACI 355-4 temperature coatgory b, and installations into dry holes drilled using a hammer drill into concrete that has cured for at least 21 days. 2. Special inspector shall meet the qualifications as stated in the building code and shall perform the duties and 9.7 See applicable sections of general notes and specifications for the appropriate design responsibilities of the supplier and its licensed Adhesive anchors shall be installed by a certified adhesive anchor installer when required responsibilities as outllined in the building code. engineer. per ACI 318-11 d.9.2.2. Installations requiring certified installers shal be inspected per ACI 318-11 d.9.2.4. Pre-aproved products include: 3. Specail inspection shall meet the requirements of IBC section 1704. Special inspector(s) shall be hired by the oener 9.8 The contract documents (drawings, general notes and specifications) shall govern in the event of a conflict with the specifications and/or SIMPSON STRONG -TIE "SET-3G" (ICC-ES ESR-4057) to perform the required special inspections. The names of persons of firms who are to perform the special code of practice for aisc, pci, sji, mbma or other standards. inspections shall be forwarded to the building official for approval. The special inspector(s) shall complete and submit 2. For anchoring into MASONRY: all forms required by the building department having jurisdiction. 9.9 Design of components delegated to delegated engineers include but is not limited to: steel stairs and hand/guard rails, steel 2.1 Solid -grouted Concrete Masonry connections, roof trusses, rooftop equipment screen walls and their connections to the structure 2.1.1. Mechanical Anchors shall bave been tested in accordance with ICC-ES or ICC- 4. The special Inspector(s) shall: 9.10 "Specialty Items" - Steel Stairs, Guardrails, and Handrails ES AC106. Pre -approved products include: SIMPSON STRONG -TIE "TITEN-HD" (ICC-ES ESR-1056) A. Observe the work assigned for conformance to the approved drawing and specifications. 1. Structural Steel Stair, Handrail and Guardrail Shop Drawings shall bear the Seal and Signature of an Engineer Registered in the 2.1.2. Adhesive for Rebar and Anchors shall have been tested in accordance with ICC- B. Furnish inspection reports to the engineer of record and building department. Discrepancies shall be brought ES AC58. Pre -approved products include: to the immediate attention of the contractor for correction, then, if not corrected to the engineer and the Project State. Handrails shall be designed in accordance with the Referenced Code. Stairs shall be designed for a 100 p.s.f. Live SIMPSON STRONG -TIE "SET-3G" building department. Load. 2.2 Hollow Concrete Masonry C. Submit toe the engineer of record and the building department a signed final report stating that the work was 2. Handrails shall inch diameter Steel Pipe. Guardrail horizontal members shall be 1 1/2 inch diameter Steel Pipe. 2.2.1. Mechanical Anchors shall have been tested in accordance with ICC-ES AC106. in conformance with the approved drawings and specifications and the applicable workmanship provisions of Guardrail posts s shallll bbe e 1 1 1/2 inch diameter X-Strong Steel Pipe spaced 5'-0" maximum on center. Pre -approved products include: the IBC. 3. Handrails and Guardrails shall be designed and detailed to comply with all applicable OSHA standards. Provide Toe Guards as SIMPSON STRONG -TIE "TITEN-HD" required by OSHA. 4. All Shop Drawings shall be Approved by the Owner or his Authorized Representative prior to fabrication. 2.2.2. Adhesive for Rebar and Anchorswith screen tubes shall have been tested for 5. Special Inspection Notes: use in accordance with ICC-ES AC 58. The appropriate screen tube shall be used as recomended by the adhesive manufacturer. Pre-apprived products include: A. Continuous special inspection is always required during the performance of the work unless specificlly noted SIMPSON STRONG -TIE "SET-3G" below. B. Where favrication of structural load -bearing members and assemblies is being performed on the premises of a fabricator's shop, continuout special inspection is required during the performance of the work except as allowed in IBC section 1704 and unless specifically noted below. C. It is the responsibility of the contractor to provide the special inspector(s) with advance notice, no less than one working day, of the initiation of any work required to have special inspections. All work performed CO M PTO N without required special inspection will be subject to removal. 6. All Special Inspection requirements shown in Chapter 17 of the Building Code must be satisfied in addition to any ADDY requirements shown in this sheet. 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. STRUCTURAL GENERAL NOTES S001 11 1% S3.0 '00, 28'-10 1/2" r % FROST SLAB 5 SIM. S3.o 20'-0" MIN. F.— — — — — SHEARWALL— — — — —�— — —L — — -1— — — — — — — — — — -------- 1I I I I I I I I I I I l i I I I II NOTE: ALL WALL STUDS SUPPORTING TRUSSES SHALL BE SPACED AT 12" O.C. MAX. CENTER I I STUDS ON TRJSS BEARING POINTS. I I I I I I II I I I I I I I I I SLAB LEAVE -OUT I I FINISH FLOOR ELEVATION = 960.50' (SEE CIVIL) REFERENCE F.F.E = (0'-0") PREPARE SUBGRADE TO RECEIVE FUTURE 4" ` SLAB -ON -GRADE PER THE RECOMMENDATIONS IN THE GEOTECHNICALREPORT. COORDINATE I I WITH TENANT REQUIREMENTS. LO J I J I owl I I oU) I I I I I I i t II I I I I I I I l i I I I II I I I I I I I I I 5 I I I � s3.0 I I 5 I I l i I I I II I 4'-0" l I I �' I I I I I I F1 I I I I °° 8 I LO S3.0 0 00 ti rn co N E COV-- C? :F) I A C� _ 2 L_�� F1 NIO,7 10 F1 9 S3.0 LF—T I I I I 7 I I S3.0 I I IA I — — J F2 FOUNDATION PLAN + n— n 3/16 - 1 -0 CROSS TIE BAR. PROVIDE CROSS TIE BAR AT EVERY OTHER TIE BAR VERTICAL BAR. • • 0 /01 • ON C • • VERT. DOWEL BARS w/ 90' STD. HOOK A • *,/ •- • •, PEDESTAL SCHEDULE MARK SIZE REINFORCING P1 20" x 20" (12) - #6 VERT. w/ #3 TIES P2 20" x 20" (12) - #6 VERT. w/ #3 TIES NOTE: SPACE ALL TIES AT 8" O C FOUNDATION NOTES: 1. TYPICAL T/EXTERIOR FOOTING = (4-0"), UNLESS NOTED OTHERWISE. BOTTOM OF ALL EXTERIOR FOOTINGS SHALL BEAR AT A MINIMUM OF 4'-0" BELOW FINISH GRADE. BEARING ELEVATION MUST BE ADJUSTED FOR BLOCK COURSING AND VERIFIED IN THE FIELD BASED ON FINAL SITE GRADING PLAN. (COORDINATE WITH CIVIL). 2. REFER TO DRAWINGS S0.0 & S0.1 FOR GENERAL NOTES. 3. VERIFY DIMENSIONS WITH ARCHITECTURAL DRAWINGS. DIMENSIONS SHOWN ON ARCHITECTURAL DRAWINGS TAKE PRECEDENCE OVER DIMENSIONS SHOWN ON THIS PLAN. 4. LOWER FOOTINGS WHERE REQUIRED TO ACCOMODATE PLUMBING, SLAB RECESSES, FINISH GRADE, ETC. REFERENCE ARCHITECTURAL AND PLUMBING DRAWINGS. 5. SEE 3/S3.0 FOR TYPICAL STEPPED FOOTING DETAIL. CONTRACTOR MUST COORDINATE EXACT LOCATION AND ELEVATIONS WITH SITE GRADING PLANS. NOTIFY E.O.R. IF STEPS ARE REQUIRED. 6. REFER TO GEOTECH REPORT FOR ADDITIONAL INFORMATION REGARDING SOIL UNDER SLAB AND FOUNDATIONS. 7. G.C. TO COORDINATE ANY FLOOR CONSTRUCTION WITH REQUIREMENTS WITH ARCHITECTURAL DRAWINGS. 8. SEE S3.0-S3.1 FOR TYPICAL FOUNDATION DETAILS. 9. SEE 5/S4.0 FOR TYPICAL SHEAR WALL ASSEMBLY. 10. PROVIDE MINIMUM OF 3" CONCRETE COVER OVER ALL BELOW GRADE STEEL. "H"V 1 1/2" NOW SHRINK GROUT CONC. Q 0 0 iu 00 — w 0 0 T/PEDESTAL EL. COLUMN COLUMN BASE PLATE ANCHOR BOLTS ** WELD REMARKS MARK SIZE A B C D E F G NO. H Cl HSS5x5x3/8 3/4" 11" 11" 4" 4" 3/4" 9" 4 1/4" -0'-8" C2 HSS5x5x1/2 11/4" 14" 14" 51/2" 51/2" 7/8" 9" 4 5/8"* (TOP 4 TIE LAYERS ARE SPACED AT P1, PROVIDE STD. 180 DEG. @ 2" O.C.) CENTER PEDESTALS HOOKS AT TOP OF #6 VERT. BARS ON FOOTINGS/COLUMNS IN PEDESTAL. * COLUMN MAY BE CONNECTED TO BASE PLATE WITH ALL AROUND CJP GROOVE WELD IN LIEU OF FILLET WELD SHOWN. ** ASTM F1554 (36ksi) ANCHOR BOLTS (RODS OR HEADED BOLTS) W/(2) FLAT WASHERS AND (2) HEX NUTS (TYP.) FOOTING SCHEDULE I I II MARK FOOTING SIZE I F 1 3'-0" x 3'-0" x V-0" I 4 F2 6'-0" x 6'-0" x V-0" I I _ I � I 4 I I I Ace I ,o01 7 7 7 F2 L — — — F F2 S3.0 15-8 3/4" 14'-1 3/4" , I I �' 3 r (5 ) 11 FROST SLAB S3.o REINFORCING #5 @ 12" O.C. MAX. E.W. T&B #5 @ 12" O.C. MAX. E.W. T&B SEE FOUNDATION NOTE 1 FOR FOOTING DEPTH INFO SHEAR WALL SCHEDULE TYPE 1 (SW1) EXTERIOR SHEATHING 19/32" THICK STRUCTURAL PLYWOOD/OSB SHEATHING ON EXTERIOR FACE ATTACHMENT BOUNDARY &EDGES 10d NAILS @ 6" O.C. U.N.O. FIELD 10d NAILS @ 12" O.C. U.N.O. BOTTOM SILL PLATE TO SLAB 3/4" 0 x 6" LONG SIMPSON TITEN HD ANCHORS @ 16" O.C. & MAX. 8" FROM EA. END SIMPSON HDU8-SDS2.5 WALL HOLD DOWN ANCHOR BOLTS (1) 7/8" 0 SET-3G EPDXY ANCHOR @ EA. HOLD DOWN (7" EMBED. INTO CONT. FTG.) ANCHOR STUD SCREWS (20) - 1/4 x 2 1/2" SDS SCREWS CHORD STUDS (2) - 2x6 FRAMING MEMBERS @ EA. END (MINIMUM) NOTE: PROVIDE BLOCKING AT ALL SHEATHING EDGES. PLACE HOLD DOWN AT EACH END OF SHEAR WALL. NON- SHEAR WALL SCHEDULE SHEATHING 19/32" THICK PLYWOOD/OSB SHEATHING (SEE ARCH.) ATTACHMENT BOUNDARY &EDGES 10d NAILS @ 12" O.C. U.N.O. FIELD 10d NAILS @ 12" O.C. U.N.O. BOTTOM SILL PLATE TO SLAB 3/4" 0 x 6" LONG SIMPSON TITEN HD ANCHORS @ 48" O.C. & MAX. 8" FROM EA. END ARCHITECTURE PLANNING ENGINEERING GRAPHICS 2948 SIDCO DRIVE NASHVILLE, TN 37204 (p) 615.244.8170 www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffth Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FOUNDATION PLAN A NOTE: ALL TYPICAL LOAD BEARING STUD WALL FRAMING IS 2x6 STUDS @ 16" O.C. WITH CONTINUOUS DOUBLE 2x6 TOP PLATE ALL AROUNd, UNLESS NOTED OTHERWISE. S100 OB SS.o 3 OC HEADER FRAMING PLAN n - n 3/16 - 1 -0 BEAM TO SUPPORT CONTINUOUS M DOUBLE TOP PLATE. X= (T/HEADER EL. = 12'-0" A.F.F.) U) U) 13 S5.0 2 1 S5.0 H1 Fir H2 =1 WOOD HEADER SCHEDULE HEADER JACK STUDS KING STUDS TOP/BOTTOM SILL MARK NO. SIZE & GRADE NO. SIZE NO. SIZE NO. SIZE HEADER LOCATION H1 3 2x12 2 2x6 2 2x6 2 2x6 TOP OF OPENING H2 3 2x8 2 2x6 2 2x6 1 2x6 TOP OF OPENING H3 1 PSL 5 1/4 x 9 1/4 (1.8E) 2 2x6 2 2x6 2 2x6 TOP OF OPENING H4 1 PSL 5 1/4 x 11 1/4 (1.8E) 2 2x6 2 2x6 2 2x6 TOP OF OPENING NOTE: HEADERS IN TABLE ARE SIZED BASED ON THE MAX SPANS AND LOCATIONS SHOWN. VERIFY ALL DIMENSIONS WITH ARCHITECTURAL. NOTIFY FOR OF ANY DISCREPANCIES. WOOD HEADER SCHEDULE NOTES: - NAIL ALL HEADERS, BEAMS AND LINTELS UP TO 11 7/8" DEPTH w/ 10d NAILS @ 12" O.C. TOP AND BOTTOM (MIN.) - NAIL ALL HEADERS, BEAMS AND LINTELS GREATER THAN 11 7/8" IN DEPTH @ 12" O.C. TOP, MIDDLE AND BOTTOM (MIN.) - (3) PLY & GREATER HEADER, BEAM AND LINTEL MEMBERS REQUIRE NAILING FROM EACH SIDE. - ALL HEADERS TO BE PLACED DIRECTLY BELOW WALL TOP PLATES, UNLESS NOTED OTHERWISE. - NAIL ALL 2x4 STUD COLUMNS w/10d NAILS @ 8" O.C. STAGGERED, ADJACENT FASTENERS FROM OPPOSITE SIDES. - NAIL ALL 2x6 AND GREATER STUD COLUMNS w/ (2) 10d NAILS @ 8" O.C. STAGGERED, ADJACENT FASTENERS FROM OPPOSITE SIDES. - PROVIDE (1) - 2x6 JACK STUD AT EACH END OF LOW BOTTOM SILL STUD. - PROVIDE SIMPSON 'A35' CLIP AT EACH SILL (TOP AND BOT.) STUD TO JACK STUD CONNECTION. -PROVIDE SIMPSON DTT2Z (UNLESS NOTED OTHERWISE) HOLD DOWN AT EACH SIDE OF OPENINGS. SEE DETAIL FOR ADD'L INFO. ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com MAX. SPAN 12'-0" 4'-0" PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report 15-0" was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. 15-0" Print Name: Larry Joe Griffth Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. HEADER FRAMING PLAN S200 U W_ d H M L EI M N u i H O V O cu N / u O s U H i H D /01 28'-10 1 /2" 7 S4.0 T ' NOTE: ALL WALL STUDS SUPPORTING TRUSSES SHALL BE SPACED AT 12" O.C. MAX. CENTER STUDS ON TRJSS BEARING POINTS. 2x6 RTU CURB SUPPORT FRAMING (TYP. - U.N.O.) I RTU-3 1083# o LO U O- a V W rtm iom m 6 r U) S4.0 uJ Q' Q ' o_ J ry W- I � z RTU-2 651# w W CANOPY (SEE ARCH.) 4'-0" r = o _ °O- �NOTE: EXTEND 2x6 w/ MST148 DIAPHRAGM CHORD i ACROSS DT BUMP -OUT \5.0) 3 r NOTE: TRUSSES EXTENDING AT DT / o BUMP -OUT SHALL NOT BE DESIGNED 2 _ 'TO BE SUPPORTED BY HEADER AT GRID LINE 2 S4.1 I WOODEN \ RTU-1 00 TRUSS 651# c' DEPTH AT LOW END = 32" OD♦ co S5.0� 2 ; N U. _ S4.0 WOODEN TRUSS DEPTH AT HIGH END = 41" NOTE: PROVIDE BLOCKING BETWEEN STUDS AS REQUIRED BY CANOPY VENDOR FOR CANOPY ATTACHMENT (2) SIMPSON MST136 STRAPS 'aT DOUBLE 00 W14X22 W14X22 TOP PL. F SIM. 7 10 S4.0 S4.0 S4.1 ie 15-8 3/4" �, 14'-1 3/4" of T/COL. = 15'-10"J Cam\ 1 3 \�\ CANOPY (SEE ARCH.) S5.0 ROOF FRAMING PLAN \ n _ n 3/16 - 1 -0 1. 2. 3. 4. 5. 6. 7. 8. 9. 10 11 PLYWOOD SPACER CLIPS AT MIDSPAN (TYPICAL) TRUSS NOTES: FRAMING NOTES: DESIGN OF TRUSSES AND THEIR CONNECTION TO EACH OTHER AND TO THE STRUCTURE IS A PERFORMANCE SPECIFICATION. 1. REFER TO DRAWINGS S0.0 AND S0.1 FOR GENERAL NOTES AND DRAWINGS S4.0 CONTRACTOR IS ADVISED TO CONSULT WITH TRUSS MANUFACTURER PRIOR TO AND S4.1 FOR TYPICAL FRAMING DETAILS. SUBMITTING BID PRICE. 2. VERIFY DIMENSIONS WITH ARCH. DRAWINGS. DIMENSIONS SHOWN ON ARCH. TRUSS MANUFACTURER'S ENGINEER IS RESPONSIBLE FOR CALCULATION OF ALL DRAWINGS TAKE PRECEDENCE OVER DIMENSIONS SHOWN ON THIS PLAN. LOADS ON TRUSSES AND THE DESIGN OF ALL TRUSSES. 4. ROOF DECKING SHALL BE EXTERIOR GRADE 19/32" APA RATED STRUCTURAL TRUSS MANUFACTURER SHALL ALSO DESIGN AND PROVIDE ALL HARDWARE SHEATHING FULLY BLOCKED WITH A MINIMUM SPAN RATING OF 40/20. ATTACH PER NECESSARY FOR ALL CONNECTIONS. DETAIL 2/S2.1. CONNECTIONS MAY REQUIRE SPECIALLY FABRICATED AND DESIGNED HARDWARE TO 5. TRUSS BEARING ELEVATION = 12'-3" ABOVE FINISH FLOOR, U.N.O. (COORDINATE W/ COMPLY WITH THE DESIGN INTENT. ARCHITECTURAL) CONTRACTOR TO COORDINATE REQUIREMENTS FOR ALL CONNECTION OF TRUSSES 6. ALL TRUSSES SHALL BE SPACED AT 2'-0" O.C. MAX. (U.N.O.) WITH TRUSS MANUFACTURER. 7. ALL BLOCKING & BRACING SHALL BE JOB CUT AND FRAMED. REFERENCE GENERAL NOTES AND SPECIFICATIONS FOR ADDITIONAL REQUIREMENTS. 8. PROVIDE CONTINUOUS DOUBLE TOP PLATE AT TRUSS BEARING ELEVATION AT ALL LOAD BEARING AND EXTERIOR WALLS. SPLICE PER DETAIL 2/S4.1. VERIFY ALL SLOPES WITH ARCHITECTURAL DRAWINGS. 9. G.C. RESPONSIBLE FOR PROVIDING RTU CURB SUPPORT FRAMING MEMBERS AT ALL TRUSS DESIGN SHALL INCLUDE SUPPORT FOR RTU'S., ROOF HATCH, AND ANY RTU CURBS. ASSOCIATED OPENINGS IN ROOF FRAMING. 10. ► INDICATES MOMENT CONNECTION. TRUSS DESIGN SHALL INCLUDE SUPPORT FOR ALL LOADS APPLIED AT PARAPET KICKER BASE CONNECTIONS, IF APPLICABLE. TRUSS DESIGN SHALL ACOUNT FOR WIND LOADS SPAN OF 2'-0" MAX / SHEATHING r s 82 PSF NOTE: APPLY ALONG ENTIRE ROOF PERIMETER AND WHERE SHOWN ON PLAN. W = 13.5' (6.7' ALONG GRIDS 2&5) (69 PSF ALONG GRIDS 2&5) 0 \ N \ U) 0 0- IY 0� U I� z SEE GENERAL NOTES Q a_ 35 PSF Tr V VF (BALANCED) SNOW DRIFT LOADS N.T.S. a ROOFTRUSS (SEE ROOF FRAMING PLAN) II II II II II II� II II II II II II II II II II II I PLYWOOD EDGE SUPPORTED II II II II II II II II II I II BY ROOF FRAMING II II II II II \ FACE GRAIN II I II `/ 19/32" PLYWOOD SHEATHING II II II II II II II II II NOTES: 1. RUN LONG DIMENSION OF PLYWOOD SHEETS PERPENDICULAR TO TRUSSES OR STICK FRAMING. PROVIDE BLOCKING AS REQUIRED FOR EDGE SUPPORT. 2. STAGGER PLYWOOD END JOINTS 4'-0" AS SHOWN. 3. NAILING SHALL BE AS FOLLOWS WITH 10d NAILS, U.N.O.: - BOUNDARY - (B.N.) 6" O.C. AT ROOF PERIMETER, PLATE LINES. CHORDS, STRUTS, MASONRY WALLS, RIDGE LINES, AND AS CALLED FOR ON THE DRAWINGS. - EDGE - (E.N.) 6" O.C. AT BEARING ENDS AND SIDES OF EACH PLYWOOD SHEET. - FIELD - (F.N.) 12" O.C. AT ALL INTERMEDIATE BEARINGS. 4. ALL NAILS SHALL HAVE A MINIMUM EDGE DISTANCE OF 3/8". 5. B.N. ALL BLOCKING AT BEAMS, TRUSSES, OR STICK FRAMING THAT ALIGN WITH BRACED WALL PANELS, FULL LENGTH OF BUILDING. E.N. AT PERIMETER OF ALL OPENINGS THRU SHEATHING. \ 2 TYPICAL ROOF DECK ATTACHMENT SCALE: N.T.S. FOR UNIFORM ROOF LOADS ROOF DECK � I 9 PSF \ 23 PSF TRUSS NET UPLIFT PLAN (NOMINAL'ASD' PRESSURES) PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffith Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PAN E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ROOF FRAMING PLAN S2ml i' w C( LA L EI M N u L a-+ N v u C O i G1 C R la N i H }1 E V O E CA 4A o1 NOT USED SCALE: N.T.S. VENEER (PER ARCH.) SHEATHING (SEE SCHED 2x6 STUD WALL SEE FOOTING SECTION SEE FOOTING SECTION FOR REINFORCEMENT FOR REINFORCEMENT -49 z = z <' > O O <' \ o o }- PROVIDE MATCHING JUNCTION BARS FOR ALL HORIZ. REINF. (TYP.) PROVIDE MATCHING CORNER BARS FOR ALL HORIZ. REINF. , (TYP.) PLAN - INTERSECTION o2 TYP. FOOTING DETAILS SCALE: N.T.S. SILL PLATE ANCHOR #4 @ 12" O.C. (SEE 6/S3.0) FUTURE SLAB EXT. SLAB, PAVEMENT (PER CIVIL) \ F.F.E. z' Q #4 DOWELS LU �@ 12" O.C. LU 8„ .0 (3) - #5 CONT. 2 0 'I #5 @ 12" O.C. @)FOOTING SECTION AT WALL n _ 3/4 - 1 -011 NOTE: SEE SCHEDULE FOR COLUMN, HSS (SEE PLAN) BASE PLATE AND ANCHOR BOLT INFO. NOT SHOWN I VENEER (SEE ARCH.) EXTERIOR SLAB/PAVEMENT (SEE CIVIL/ARCH.) FUTURE SLAB I _- a i N � Lu O LU CD ry PEDESTAL -SEE SCHED.FOR WALL FTG. BEYOND SIZE AND REINF. CONTINUE REINF. THRU COL. FTG. U _ ih 3" CLR. EQ / EQ 9 3/4nPERIMETER COLUMN FOOTING o ,. _ 1 ,-0 - z Q J a U-1 U-1 U) FOOTING - SEE SCHED. FOR SIZE AND REINF. PLAN - CORNER (t WALL EXTERIOR STUD WALL SHEATHING (SEE PLAN) (SEE SCHED.) 2x6 PRESSURE TREATED I SILL PLATE (TYP.) I SIMPSON BPS 3"x3" PLATE WASHER I FUTURE SLAB (SEE PLAN) F.F.E. SILL ANCHOR' (SEE SCHED.) I TOP OF FOOTING o6 TYPICAL SILL PLATE ANCHORAGE SCALE: N.T.S. SHEAR WALL 7/—CHORD MEMBER BENT BARS SAME NIMBI & SIZE AS FOOTING REII NOTIFY E.O.R. IF STEPS ARE REQUIRED. 2'-0" (TYP.) 4' - 0" MIN. BETWEEN STEPS 3" CLR. k. oTYP. STEPPED FOOTING DETAILS 3 SCALE: N.T.S. STOREFRONT (SEE ARCH.) HSS BEAM (SEE S5.0) VENEER (PER ARCH.) 2x6 STUD @ 16" O.C. SHEATHING (SEE SCHED.) EXT. SLAB, PAVEMENT (2) #5 CONT. (PER CIVIL) FUTURE SLAB #4 DOWELS @ 12" O.C. LLU 8" 8" 8" - ✓ "� i o r J2' - 0" •i 7 FOUNDATION SECTION AT KNEE WALL o n_- . 3/4 1 -0,. VENEER. (PER ARCH.) -.-HOLD DOWN SHEATHING (SEE SCHED.)—,\\ EXT. SLAB PAVEMENT (PER CIVIL) FUTURE SLAB F.F.E. • j -- - HOLD DOWN ANCHOR �II Ilf �w m SEE SHEAR WALL w SCHEDULE FOR ADD'L INFO. FOOTING. SEE PLAN & SECTIONS 10 TYPICAL FDN. SECTION AT HOLDDOWN o n _ n 3/4 - 1 -0 STOREFRONT (SEE ARCH.) Q #4 @ 12" O.C. EXT. SLAB, PAVEMENT FUTURE SLAB o (PER CIVIL) iv �� F.F.E. ----------- #4 DOWELS @ 12" O.C.�y W/ STD. HOOK w o � it 81 it "D" = FOOTING DEPTH (SEE PLANS AND 2'- 0" SECTIONS) ,I #5 @ 12" O.C. (L WALL SEE ARCH. ti STOREFRONT/DOOR (PER ARCH.) 4 FOOTING SECTION AT STOREFRONT o n i n 3/4 _ - 1 -0 STOREFRONT (SEE ARCH.) VENEER (PER ARCH.) 2x6 STUD @ 16" O.C. SHEATHING (SEE SCHED.) (2) #5 CONT. EXT. SLAB, PAVEMENT (PER CIVIL) FUTURE SLAB Q #4 DOWELS a �@ 12" O.C. w J� J� -� o 2'-0" I � $ FOUNDATION SECTION AT DRIVE-THRU o n -- , 3/4 1 -0n ISO. JT. BTWN. FROST SLAB AND ADJ. SIDEWALK (TYP. ALL SIDES) EXT. SLAB, PAVEMENT --1/2" JT. MATERIAL (PER CIVIL) #4 @ 12" O.C. CONT. (TYP.) #4 @ 12" O.C. E.W. (TYP.) SLAB (SEE PLAN) \ in ao /' .` \ ��#4 DOWELS @ 12" O.C. z 3" VOID FORM a U-1 • � / 0" J' #4 @ 12" O.C. E.W. (TYP.) B/FTG. ELEV. = 4'-0" (MIN.) 7" I 1'-0' Z 2'-6" 10, 11 TYP. FOUNDATION SECTION AT DOOR 0 3/4 - 11-019 ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffith Signature: C Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FOUNDATION DETAILS S300 A NOTE: COORD. SCRENWALL AND VENEER REQUIREMENTS WITH ARCH. SEE ARCH. / CIVIL FOR LOCATION / EXTENTS. DOWELS TO MATC VERT. REIN (SEE PLAI FINISHED GRADE (SEE CIVIL/ARCH.) GROUT SOLID BELOW GRADE 8" BOND BEAM w/(2) - #5 CONT. " CMU WALL REINF f/#5 @ 32" O.C. 1/2" EXP. JT. MATERIAL CONC. SLAB (SEE 2/1S302) �1 4'-0" MIN. BELOW FINISH GRADE 3" CLR. (TYP.) (4) - #5 CONT. T&B #5 @ 12" O.C. T&B DUMPSTER ENCLOSURE WALL SECTION 0 _ 3/411 - 1 -011 LINE PERPENDICULAR TO FOOTING i i i i i i i i i i LEAN CONCRETE /---- (SEE DETAIL BELOW) INFLUENCE ZONE WALL FOOTING REINFORCING 2" COMPRESSIBLE FILLER PLACED UNIFORMLY AROUND PIPE NOTE: PROVIDE CONCRETE PROTECTION AROUND UTILITY LINE WHEN LINE IS WITHIN FOOTING ZONE. o3 TYPICAL UTILITY LINE UNDER FOOTING DETAIL SCALE: N.T.S. X = Q U 2 Q o w �w 50 cn WALL OR COLUMN FTG. 2 1 SEE ARCH/CIVIL FOR LOCATION EXTENTS. EXTERIOR CONC. SLAB w/ SLAB/PAVEMENT #4 @ 12" O.C. E.W. (SEE CIVIL) � o o2 DUMPSTER PAD SLAB EDGE DETAIL SCALE: N.T.S. "'LUENCE ZONE LINE LINE PARALLEL TO FOOTING SEE CIVIL, SITE, AND MECHANICAL DRAWINGS FOR SLEEVE I ` LEAN CONCRET FILL - fc = 1500 PSI SEE CIVIL, SITE, AND MECHANICAL DRAWINGS FOR SLEEVE WALL FOOTING REINFORCING SAME SIZE AND NUMBER AS BOTTOM REINFORCING OTHER UTILITIES MAY OCCUR SIGN CABINET-----_y (BY OTHERS) ti VENEER (PER ARCH.) GROUT SOLID BELOW GRADE 4" CMU 3" CLR. (TYP.) AV 8" BOND BEAM w/(2) - #5 CONT �8" CMU WALL REINF - Q w/#5 @ 24" O.C. I FIN. GRADE U_ ,> < { #5 @ 12" O.C. T&B N N HSS POST VENEER (PER ARCH.) FIN. GRADE GROUT SOLID BELOW GRADE 4" CMU - 1 1/2" NON -SHRINK GROUT rn 3" CLR. #5 @ 12" O.C. (TYP.) T&B i' - i' i' 5 MONUMENT SIGN SECTION 6 MONUMENT SIGN SECTION o n_ , ,, o n_ , ., 3/4 - 1 -0 3/4 - 1 -0 V-6" 0 u M J U �, 2'-0". �, o4 TYPICAL PENETRATIONS OF SLEEVES IN FOOTING SCALE: N.T.S. io, 12'-0" 91, 9" 8'-6" �1 J'-0" r- - - - - - - - - - CD N I Iixxxu xxxxxxxxxxxxuvx�lx�� I C x x x x x x x x x x x x x x x x x x x N HSS6x6x1/4 POST (2 %— — I — — — — — — _ _ - PLACES) w/ 1 "x12"x1'-0" BASE PL. (4) - 1" DIA. F1554-36 HEADED THREADED RODS 5 6 S3.1 S3.1 7 MONUMENT FOUNDATION PLAN o n _ 1 /4 - 1 -011 co N ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffth Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FOUNDATION DETAILS S3ml 5 SIMPSON HTP372 (EACH SIDE). NOT REQ'D @ OPENINGS <5' WIDE. I FASTEN KING STUDS TO HEADER w/ (6) MIN. 1/4" SDS SCREWS w/ 4" MIN. CONT. DOUBLE TOP PLATE II II HEADER (SEE SCHED.) II PENETRATION INTO HEADER. (TYP. EACH END.) SEE HEADER SCHEDULE FOR STUD QUANTITIES & ADD'L INFO KING STUDS (SEE SCHED.) JACK STUDS (SEE SCHED.) SIMPSON A35 BOT. SILL STUD (SEE SCHED.) w/1/2"SIMPSON DTT2IMPS HOLD DOWN --\� w/ 1/2"�6 SIMPSON SET-3G _ EXPDXY ANCHOR (6" EMBED.) U1 TYPICAL LOW HEADER DETAIL SCALE: N.T.S. �(28) 10d NAILS, EQ. SPA. t 0- 0 00 � o0 00 00 0 0 00 00 0 00 0 0 0 0 0 0 0 0 0 0 o Z Z NOTCH DEPTH TOP VIEW � <2/5d ;lam V) O 6-8" MIN. SPLICE LENGTH 1001 Of w BUTT SPLICE DOUBLE 2x TOP PLATE ~ O I> 1 2x WALL STUD—/ NOTE: SPLICE IS REQUIRED AT ALL CONTINUOUS TOP PLATES U2 TOP PLATE SPLICE DETAIL SCALE: N.T.S. HOLE DIAMETER < 3/5d SINGLE HOLE EDGE STUD DISTANCE > 5/8"�� HOLE EDGE DISTANCE > 5/8" \ NOTE: BORED HOLES SHALL NOT BE LOCATED AT THE SAME SECTION NOTE: OF STUD AS A CUT OR NOTCH. ALL PILES OF TOP PLATE MUST BE CONTINUOUSLY NAILED TOGETHER w/ MIN. OF 10d NAIL @ 6" O.C. � SHEARWALL ASSEMBLY � DOOR OR WINDOW HEADER GENERAL NOTES: EDGE NAILING CONT. DOUBLE TOP PER PLAN. CONNECTION 1) SHEATHING ON ONE SIDE OF STAGGER NAILING AT TOP PLATES PLATE PER DETAILS STATED ON SHEARWALL MUST BE NAILED I� i ---v i \\\ PLAN. COMPLETELY BEFORE FRAME ----- -- ____ ____ INSPECTION. ��---n �- � --- r- z STUD AT PANEL EDGE. —1r T�---T��- 2) FRAME INSPECTION MUST BE DONE PANEL JOINT. EDGE I I I I I I I I I I I NAIL I I I I I - I I I I I I BEFORE INSTALLING SHEATHING ON 11 0 11 11 11 THE OTHER SIDE OF WALL. N I I ADD SHEATHING AT 3) ENTIRE SHEARWALL MUST BE PLYWOOD SHEATHING I OPENINGS TO BE I I I I I I I I I I I I I I I l j FLUSHED WITH INSPECTED BEFORE INSTALLING I• I.I I I I SHEARWALL. WALL COVERING. I 1 1 1 1 4) STUDS @ 16" OC MAX (U.N.O.) I I II II rl � II II II I I1 !� PROVIDE BLOCKING AT � All A 1 1 1 EDGE NAILING— .1 ALL PANEL EDGES (TYP.) � Il 1 1 II I.I II U- II II II I1 (FULL HEIGHT) O 1 1 1 PANEL JOINT. EDGE II II Z II II II I1 NAIL 1 1 1 PANEL JOINT 1 1 1 TRIMMER STUD. COUNTER -SINK HOEDOWN POST OR FIELD NAIL AT ALL--J � FOR HOEDOWN BOLTS MULTIPLE -STUD POST NON -JOINT STUDS 1 r 1 1 AS REQUIRED AT EACH END 1 OF SHEARWALL HOLDOWN PER PLAN z 1 1 11 11 SEE SCHEDULE PANEL JOINT II II II II II II � II II II � II II II EDGE NAIL NOTE: STAGGER PANEL JOINTS (WHERE PANELS SPECIFIED) ON fi SLAB TURN DOWN EACH SIDE OF WALL. d° d" SILL PLATE BOLTING 4 SECTION A -A (OR NAILING) a - FOOTING PER PLAN FOOTING PER PLAN PROVIDE ADDITIONAL FOOTING w DOWEL AT EACH HOLD DOWN LOCATION CY E 5 TYPICAL SHEAR WALL ASSEMBLY L U SCALE: N.T.S. i u C O i = CONT. DOUBLE TOP PL. @ TRUSS BRIG. R BOLT TO WF w/ 1/2" 0 BOLTS AND c WASHERS @ 12" O.C. (STAGGER NS AND FS ON BEAM GAGE) N TRUSS BRIG. EL. H C u O u WF BEAM E (SEE PLAN) JiN TOP PLATE TO BEAM CONNECTION ® If — � 1 -1-011 12" 12 12 �` U U FOR HOLE DIAMETERS BETWEEN 2/5d AND 3/5d DOUBLE THE NUMBER OF STUDS SHOWN ON DRAWING, THIS DETAIL CAN BE USED PROVIDED NOT MORE THAN TWO SUCCESSIVE STUDS ARE BORED. U3 NON -LOAD BEARING WALL HOLE SCALE: N.T.S. T/PARAPET EL. = 19'-0" MAX. (VARIES - SEE ARCH.) PARAPET FRAMING INTEGRAL WITH TRUSS 2x BLOCKING BETWEEN ST 2x6 CONT. SHEATHING (PER ARCH.) ^NT. i SPLICE w/ SIMPSON MST148 RAPS 10d NAILS @ 6" O.C. (TYP.) PLYWOOD DECKING (SEE PLAN) w lI.- a p BLOCKING AS REQ'D w AT PANEL EDGES w a w = U LL Cn U 0 O a � � � z SIMPSON H2.5A O TRUSS BEARING EL. V = SEE PLAN �• �SIMPSON A34 CONT. (2) - 2x6 TOP PLATE -J11-� SHEATHING MUST BE STUD WALL (STUDS @ 12" O.C.) APPLIED DIRECTLY TO ALL WALL STUDS ALL STUD AT EA. TRUSS) 6 TYPICAL TRUSS BEARING DETAIL U n — n 3/4 - 1 -0 It COL. I 1 HSS COLUMN (SEE PLAN) 1/4 HSS 1 HSS B/BEAM EL. _ _ — — — — _ - — — -""`�SEE PLAN 1 1 L3x3x1/4 TEMPORARY ERECTION ANGLE (TYP. EACH SIDE) I I TYPICAL INLINE HEADER BEAM CONNECTION 9 DETAIL U - If — 1 1-011 TRUSSES @ 24" O.C. (SEE PLAN) r z O NOTCH DEPTH_ Q < 1/4d 0-�- If 0 0 M HOLE DIAMETER HOLE EDGE < 2/5d SINGLE DISTANCE > 5/8"STUD HOLE EDGE DISTANCE > 5/8"`� NOTE: BORED HOLES SHALL NOT BE LOCATED AT THE SAME SECTION OF STUD AS A CUT OR NOTCH. U4 LOAD BEARING WALL HOLE SCALE: N.T.S. T/PARAPET EL. 2x6 CONT. = 19'-0" MAX. (VARIES - SEE ARCH.) FOR HOLE DIAMETERS BETWEEN 2/5d AND 3/5d DOUBLE THE NUMBER OF STUDS SHOWN ON DRAWING, THIS DETAIL CAN BE USED PROVIDED NOT MORE THAN TWO SUCCESSIVE STUDS ARE BORED. ARCHITECTURE PLANNING 2948 SIDCO DRIVE NASHVILLE, TN 37204 ENGINEERING (p)615.244.8170 GRAPHICS www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffith Signature:Ltti1i\� Date: 04-08-24 License #: 48579 CONT. 2x6 SPLICE CO M PTO N w/'SIMPSON' MST148 STRAPS 2x BLOCKING BETWEEN STUDS (6) - 10d NAILS ADDY \ --(7) - 10d NAILS 2x6 BLOCKING EACH 10d NAILS @ 6" O.C. (TYP.) KICKER LU26 JOIST HANGER EACH END OF BLOCKING 3805 EDWARDS RD T/TRUSS SUITE 390 VARIES -1 w z W� / "\ (6) - 10d NAILS a \ CINCINNATI, OH 45209 @ LAP a o Q a w —(5) - 10d NAILS 2x6 BLOCKING FOR --mow EDGE NAILING � V C.) 12x6 KICKER a O 0 / 2x6 CROSS TIE EACH STUD 0 �.C'4 BLOCKING AS REQ'D 2x6 FIELD FRAMING -} AT PANEL EDGES PAN E RA @16"O.C. a �o T z W BREAD SHELL TRUSS BEARING EL. Ov ai = SEE PLAN U- - (5) - 10d NAILS 'SIMPSON' A35 CLIPS SIDE BY BUILDING CONT. (2) - 2x6 SIDE TOP PLATE TO STUD TOP PLATE �� SHEATHING MUST BE APPLIED DIRECTLY TO ALL WALL STUDS 7 TYPICAL SIDEWALL FRAMING DETAIL �J U — 11 3/4�� - 1 -0 PERMIT SET 04/08/24 r 24114 ROOF DECK (SEE PLAN) TYP. 3/16 HSS COL. WOOD TRUSSES (SEE PLAN) COLUMN DRAG STRUT DETAIL "S-2" 10 N.T.S. 10, - 0" NO. DESCRIPTION DATE MIN. BLOCKING BETWEEN TRUSSES (SAME DEPTH AS TRUSS TOP CHORD) - TYP. x I L2x2x1/4 STRUT WHERE SHOWN ON PLAN. ATTACH TO TRUSSES w/ (2) - 1/4" LAG SCREWS EA. TRUSS X: This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FRAMING DETAILS S4.0 OF T/FRAMING EL. _ 91 i i 2x6 @ 16" O.C. (TYP.) - -F (3) 1/4x4" SDS SCREWS BLOCKING OC G BTWN. ' �� VENEER (SEE ARCH.) SHEATHING PLYWOOD SHEAR PANEL (SEE 7/S4.0) BLOCKING BTWN. STUDS AS REQ'D BY CANOPY VENDOR T/BEAM EL. _ OE ARCHITECTURE 1 2 PLANNING ENGINEERING GRAPHICS T/FRAMING EL. I I SEE 7/S4.0 FOR ADD'L INFO NOT SHOWN 2x6 TIE STUD (3) 1/4x4" SIDS SCREWS DECK EDGE NAILING @ 6" O.C. (TYP.) ROOF SHEATHING .............. .........../ i 2x6 @ 16" O.C. (TYP.) 12'-0" CONT. DOUBLE TOP PLATE (3) 1/4x3" SDS SCREWS ----BEAM SEE PLAN —' SIMPSON A34 w/ (4) #9 TO 2x6 TIE STUD-` —, STUD & (4) #9 SELF - TAPPING SCREWS TO BEAM CANOPY (SEE ARCH) _ i B/FRAMING EL. _ ' .�(3) 2x12 BEAM 8-2" (SEE S2.0) i I STOREFRONT (SEE ARCH) SECTION AT FRONT WALL BUMP -OUT V n 3/4 _ - 1 -011 1/4" CAP PLATE I � I COLUMN (SEE PLAN) \TYP. CONT. DOUBLE TOP PL. SEE 8/S4.0 FOR BOLTING DETAIL 0 0 0 0 BEAM (SEE PLAN) AISC STD. SHEAR CONNECTION w/ MAX. NUMBER OF 3/4 A325 BOLTS 3 BEAM MOMENT CONNECTION SCALE: N.T.S. 3S CANOPY (SEE ARCH) PARAPET STUD INTEGRAL w/ TRUSS VENEER (SEE ARCH.) SHEATHING BLOCKING BTWN STUDS AS REQ'D I CANOPY VENDOR CONT. D( TOP PLA' T/BEAM EL 12'-0" B/STL. EL. 9,_4" — oSECTION AT DRIVE-THRU ,. 3/4n_ 1 ,-0 - SEE 6/S4.0 FOR ADD'L INFO NOT SHOWN ROOF SHEATHING TRUSS (SEE PLAN) CONT. DOUBLE TOP PLATE AM (SEE PLAN) STOREFRONT (SEE ARCH) (3) 2x12 BEAM (SEE S2.0) NOTE: DO NOT DESIGN TRUSSES TO RECEIVE SUPPORT FROM THIS BEAM. 2948 SIDCO DRIVE NASHVILLE, TN 37204 (p) 615.244.8170 www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joee,Griffth Signature: Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FRAMING DETAILS S4.1 W C( LA R L EI M N GC u L N O u 0 i G1 la N H }1 c a� V O :s E CA 4A 2 I DRD ffE rHnD U (Ep�� ELEVATION ON GRID LINE 'E' n_— 3/8 1 -0,, \1 l I X22 HSS7X5X3/8 3 I TI II II III II II M.C. M.C. 1 Tlll II II I I II III II 0 B/STEEL EL. = 10,-0" 4 5 I I III I X Lf) Cl) HSSJC3X1/4 Il i I III i i I I I I M.C. INDICATES MOMENT CONNECTION OD OE F OB I I I 0 L" M" I W E LM i O Ii I O I I I I T TEEL EL. W12X14 III' . H�S7X.r,X/R B/_STEEL EL. I'i II jlll III II II I II II II II III III to � U I II li III III HSS5X3X1 /4 i I I II i II I I I I I I I� II�I�II IIIll II II I � III III III- oELEVATION ON GRID LINE '2' 11 3/8n_ — 1 , -0 T/STEEL EL = 12'-0" LO x LO co co 2 OC II� I ooa o� �I 0 37f O W12X14 IIIId _ I — I-I0C7Y9Y?/.R J I I�, _T_10101010�_I-101010 01010 _T_� 0101010101 �� — I I I ELEVATION ON GRID LINE '1' o 3/8n,. _— 1 ,-0 Z—(2) 2x6 x LO U) U) T/STEEL EL = 12'-01, B/STEEL EL. — — = 9'-4' ARCHITECTURE PLANNING ENGINEERING GRAPHICS 2948 SIDCO DRIVE NASHVILLE, TN 37204 (p) 615.244.8170 www.mjmarch.com PROFESSIONAL ENGINEER I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the State of Minnesota. Print Name: Larry Joe Griffth Signature:�� Date: 04-08-24 License #: 48579 COM PTON ADDY 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PA N E RA BREAD SHELL BUILDING PERMIT SET 04/08/24 r 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. FRAMING ELEVATIONS S500 A -b4 -b4 J W W _J Q W CD� 40�-. IN NN IN i 1 - - - - - - .\ ,. --- IN IN I 41 OWP ---- ',, ., J. If // ;' ' // ' I " ' If I If I y I ; 'I / /;'' / if// , EP ' / o 1 ifIf WP S A o if III 2 Ill 11 I 1„ J WP , 11 II 1 I „ i P • i 3 ;;l ; 11 i SEE PLAN NOTE 5 i ,' ° 11 1 1 " ON SHEET E2.0 „ 111 „, ' „ � ' „' I11 Ill � 1 „, 111 , I lI , 1 11 , „ , ll I'll; 1 11 1 7 / 1 ll I Ill III I „ , I fill; „ 1 ,lift, „ 1ll 1 ' II 11 , I 11 ' 1 1 , , II „ , 111 fill; I , ' I „ 11 , 1 I'll 1, N TY AP ROVED 1 1 ;;l ;;';' ;' ;' CT CAB 1 N E E T E f� A N SE. ;' 1 0 I II 1 C B S 1 III II III 1 „ , ; , ll 1 / ll 11 I I 11 III 111 11 I I ll 1 I � I 1 III ,I 11 , 1 II I I V I , I I, III , I, 1 „ , III 11 1 I ll I A \ ; 1 „ , l II II 1 I , \vl I � , lilt' I III III 1 1, i I/ � l 11 11 1 I ,l M i 1 ;; ; Ill III , 11 I � I , „, 1 ll „, 1 „ „, 1„ III 1 lO ' 1 ,l , Ill 1 I „ , „ , ' II I'll ' ll 11 11 I , „ 1 O I 1 III 111 II 1 1 11 1 I 1 1 � I II II , III „, I �� I 1 „, 1 II , , , , Ill ll 1 I „ 1p l i till; „, I, I 11 1 I „ I lilt; 1 CC 1 II , III It , 111 ll 1 '1 ;; ; 1 1, lilt; 1 1 1 ,I , I II II 1 , „ , „ , 111 11 , , „ 1 „ Il , 11 I 1 , ; ;; Itillilt 1/IIII i 1 i lilt, ll i III I „ , 1l I 1 11 till; I, , I II lI ll , 1 11 Il , II , Ill III 11 I ; If It; 11 ,]I , If 11 , I 11 1 \ ,11 ,„ ,1 I , II till; ,II 1„ I,l 1 11 \ III , II I 1 ll lilt; III' II 1 ',III " ' ,1 , 111 ll, , ,11111 l , Ill III 1 ,1 , WP R " 1 WP /� 11 1 \, 1 „ III � ;�' I , � —•O � , , ll 11 1 O _ `, 1 ; III It 11 III I II III II , I II 1 � II ll , 1 II \ I„ III I II ► III II I I It / © ` / 1111 � / I I II '1 'll \ It '� \\ © _ - II I 1 11 1 WP 30/1 F/WP \. I IN — — `` ` .` ` N♦ N♦ —_ ___—_— N` zzz --____-------------------------------------------------- zzzx= ` , ♦ / IN IN IN IN INN INN I IN N I IN IN IN , , ,ININ IN I ` IN / IN IN IN IN IN IN IN IN / /IN I I ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com ,% I hearby certify Oat this plan, specification, or report was prepared by I? /'' me or under my direct supervision and that I am a duly Licensed \ 1 1 > Professional Engineer under the laws of the state of Minnesota. Signature: 4111wzZZte Typed or Printed Name: ROBERT A. 11 IN - - - - - - - -' Date 44124 . Reg. No. 59667 ll I ---- I 1 ,1 II 1JL J. I „ ' \ \\ / , / O PLAN NOTES: ' 1. PROVIDE QUANTITY AND SIZE OF CONDUITS AS REQUIRED FROM LOCAL POWER ' FROM POWER COMPANY FROM PAD MOUNTED TRANSFORMER TO PRIMARY CONNECTION POINT. COORDINATE EXACT LOCATION OF PRIMARY CONNECTION POINT, TRANSFORMER PAD SIZE, TRANSFORMER LOCATION, REQUIREMENTS, ETC. WITH THE LOCAL POWER COMPANY PRIOR TO BID. 2. WEATHER PROOF J-BOX FOR CONNECTION TO TENANT'S DRIVE THRU EQUIPMENT. , COORDINATE EXACT LOCATION WITH ARCHITECTURAL DRAWINGS. REFERENCE SHEET E2.0 FOR CONDUITS. COORDINATE ALL REQUIREMENTS WITH TENANT'S EQUIPMENT SUPPLIER/INSTALLER. 1 3. PROVIDE (2) 2" CONDUITS WITH PULL STRING TO TELEPHONE SERVICE CONNECTION. CABLE SERVICE CONNECTION. COORDINATE ALL REQUIREMENTS WITH TELEPHONE AND ; CABLE COMPANY. COORDINATE EXACT LOCATION OF STUB -UPS WITH ARCHITECTURAL DRAWINGS. ' , 4. WEATHER PROOF J-BOX FOR CONNECTION TO HOT BOX. COORDINATE EXACT ; LOCATION AND ALL REQUIREMENTS WITH HOT BOX SUPPLIER/CIVIL DRAWINGS. PROVIDE A 1" CONDUIT WITH PULL STRING TO FUTURE CONNECTION TO TENANT PANEL. 5. PROVIDE 'B1' FEEDER WITH CONDUIT TO FUTURE TENANT PANEL. SEE ARCHITECTURAL ; DRAWINGS FOR LOCATION. 6. WEATHER PROOF J-BOX FOR CONNECTION TO DISCONNECT FOR FUTURE SIGN. COORDINATE EXACT LOCATION WITH OWNER. COORDINATE ALL REQUIREMENTS - WITH SIGN SUPPLIER/INSTALLER. PROVIDE (2) 1" CONDUIT WITH PULL STRING TO FUTURE CONNECTION TO TENANT PANEL. ; 7. PROVIDE A 2" CONDUIT WITH PULL STRING FROM WEATHER PROOF J-BOX FOR DIRECTIONAL SIGNS TO A STUBBED UP LOCATION INSIDE THE WALL. COORDINATE EXACT STUB -UP LOCATION WITH ARCHITECTURAL DRAWINGS. COORDINATE EXACT LOCATION OF DIRECTIONAL SIGNAGE WITH CIVIL DRAWINGS AND THE ARCHITECTURAL SITE PLAN. ; 8. PROVIDE A 1" CONDUIT WITH PULL STRING FROM WEATHER PROOF J-BOX FOR FUTURE LIGHTING TO FUTURE TENANT PANEL LOCATION. COORDINATE EXACT LOCATION WITH ; ARCHITECTURAL DRAWINGS. , ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechtn.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ELECTRICAL SITE PLAN 001 W Z 3 0 Z 0 Q V 0 J N Z 0 N W H W W 2 N LLI J CnQ ::D U ,&4 U7 O PLAN NOTES: 1. EXIT SIGN/EMERGENCY HEADS TO BE CONNECTED TO UNSWITCHED CIRCUIT IN TENANT INFILL. 2. LIGHTS TO BE POWERED AS PART OF TENANT INFILL. ROUTE CIRCUIT THRU LIGHTING CONTACTOR AND TIMECLOCK TO FUTURE PANEL USING FEEDER 'B1'. 3. PROVIDE MOTION DETECTOR SWITCH EQUAL TO HUBBELL BUILDING AUTOMATION MODEL 'LHMTS1'. 4. LIGHT TO BE CONNECTED TO CIRCUIT 1N TENANT INFILL. 5. ALL CONDUIT, WIRE, AND J-BOXES SHALL BE RAN TIGHT TO WALL AND STRUCTURE AND OUT OF THE CROSS SECTIONED AREA. COORDINATE ALL REQUIREMENTS WITH SHEET AS2.0. TYPICAL. GENERAL NOTES: A. ALL EXITS, AND EMERGENCY BATTERY PACKS ARE TO BE UNSWITCHED. B. EC TO COORDINATE ALL WORK WITH ALL TRADES. C. REFER TO ARCHITECTURAL PLANS FOR EXACT LOCATIONS OF ALL EXTERIOR LIGHTS. D. ALL FIXTURES ARE PROVIDED BY E.C. O LP-16 a x REMOTE EMERGENCY HEADS X1 ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.8141 GRAPHICS www.mjmarch.com I hearby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota. Signature: lfa& ' a. 4111m,a.:Cte Typed or Printed Name: ROBERT A. Date 4/8/2-f Reg. No. 59661 A REMOTE MERGENC'f -1EADS A ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. LIGHTING FLOOR PLAN N Z Q J N z 0 U W Z 3 0 z 0 Q U 0 J V♦ z 0 N W H W W 2 N LIGHTING FLOOR PLAN SCALE: 1/4"=1'-0" EMERGENCY HEADS 100 -b4 -b4 J W W _J Q W CD� 40�-. W J to Q ::D U ,6,4 U7 O PLAN NOTES: 1. COORDINATE EXACT LOCATION WITH ARCHITECTURAL DRAWINGS. 2. COORDINATE ALL REQUIREMENTS WITH ARCHITECTURAL DRAWINGS FOR DRIVE THRU REOUIREMENTS. 3. PROVIDE FEEDER 'D2' FROM RTU TO PANEL. 4. PROVIDE FEEDER '131' TO PANEL. 5. PROVIDE (1) 4" CONDUIT STUBBED UP WITH PULL STRING TO THE CLOSEST GREEN SPACE BELOW GRADE FOR FUTURE ELECTRICAL. COORDINATE EXACT LOCATION AND ALL REOUIREMENTS WITH ARCHITECTURAL DRAWINGS. 6. PROVIDE A 1" CONDUIT FROM FIRE ALARM DEVICE TO FUTURE FIRE ALARM PANEL. COORDINATE EXACT LOCATION OF FIRE ALARM PANEL WITH TENANT DRAWINGS. 7. ALL CONDUIT, WIRE, AND J-BOXES SHALL BE RAN TIGHT TO WALL AND STRUCTURE AND OUT OF THE CROSS SECTIONED AREA. COORDINATE ALL REOUIREMENTS WITH SHEET AS2.0. TYPICAL. 8. PROVIDE FEEDER 'C2' FROM RTU TO PANEL. 9. (2) 2" CONDUITS STUBBED UP INTO WALL WITH PULL STRING TO TELEPHONE AND CABLE SERVICE CONNECTION POINT. COORDINATE EXACT STUB UP LOCATION WITH ARCHITECTURAL DRAWINGS. 10. WEATHER PROOF J-BOX AND CONDUIT FOR CONNECTION TO FUTURE SIGN. REFER TO ARCHITECT'S EXTERIOR ELEVATIONS FOR EXACT LOCATION(S). COORDINATE EXACT LOCATION AND ALL REQUIREMENTS WITH TENANT SIGN PACKAGE. 11. PROVIDE A 2" CONDUIT STUBBED UP WITH PULL STRING FOR DIRECTIONAL SIGNAGE TO (5) DESIGNATED LOCATIONS WITHIN THE PARKING AREA ISLANDS FOR FUTURE DIRECTIONAL SIGNAGE. COORDINATE EXACT LOCATION OF STUB -UP AND EXACT LOCATIONS OF THE FUTURE DIRECTIONAL SIGNAGE WITH CIVIL/ARCHITECTURAL DRAWINGS. 12. ELECTRICAL SECONDARY TO TRANSFORMER LOCATION. COORDINATE EXACT LOCATION WITH CIVIL DRAWINGS AND THE LOCAL POWER COMPANY. 13. PROVIDE (2) 4" CONDUITS FROM DISCONNECT SWITCH TO PANEL. COORDINATE EXACT LOCATION AND ALL REQUIREMENTS WITH ARCHITECTURAL DRAWINGS. 14. PROVIDE 3/4" STUB FROM 2" BELOW FINISH GRADE, 2" OUT FROM FACE OF CURB. UP TO SINGLE GANG BOX LOCATED 24" AFF. EXTEND 3/4" CONDUIT FROM TOP OF SINGLE GANG BOX TO 11' AFF AND ELBOW OUT OF WALL. COORDINATE EXACT LOCATION AND ALL REQUIREMENTS WITH ARCHITECTURAL DRAWING AS2.0. 15. RECEPTACLE FOR IRRIGATION CONTROLLER. COORDINATE EXACT LOCATION OF IRRIGATION CONTROLLER WITH THE IRRIGATION PLANS/ INSTALLER OF THE SYSTEM. 16. WEATHER PROOF J-BOX AND CONDUIT FOR CONNECTION TO FUTURE SPEAKER. REFER TO ARCHITECT'S EXTERIOR ELEVATIONS FOR EXACT LOCATION(S). 17. RECEPTACLE (UNPOWERED) PROVIDED WITH RTU. 18. 8"x8"x8" WEATHER PROOF YARD JUNCTION BOX. 19. COORDINATE EXACT LOCATION AND ALL REQUIREMENTS WITH ARCHITECTURAL DRAWING AS2.0. GENERAL NOTES: A. EC TO FIELD VERIFY ALL EXISTING CONDITIONS PRIOR TO BID AND PRIOR TO ORDERING EOUIPMENT. B. EC TO COORDINATE ALL WORK WITH ALL TRADES. C. REFER TO ARCHITECT'S EXTERIOR ELEVATIONS FOR EXACT LOCATIONS OF ALL FIXTURES. D. ALL FACEPLATES, RECEPTACLES. AND SWITCHES SHOULD BE WHITE. THEY SHOULD NOT BE PAINTED. E. PROVIDE A PULL STRING IN ALL MULTIUSE OUTLETS. F. COORDINATE ALL WORK WITH TENANT DRAWINGS. 0 / MDP-43/45/47 O RTU#3 60/3F/WP 17 -( WP O ON ROOF ZK-39 EF 44 EF#1 K 1 MDP-19/21/23 RTU#2 60/3F/WP EF#3 17 -45 S G,WP ON ROOF �I I MDP-25/27/29 RTU#1 60/3F/WP li 17 K-37 © 2 G.WP ON ROOF © 2 POWER/SYSTEMS ROOF PLAN SCALE: 1/8"=1'-O" LOOP DETECTOR W/ 6' LEAD PROVIDED BY LL. INSTALLED BY GC. LOOP DETECTOR CONNECT DETECTOR W/ 6' LEAD l y LOOP TO FUTURE PROVIDED BY LL. 1 J-BOX BY TENANT. INSTALL BY GC. SEE ARCHITECT'S CONDUIT PLAN. 3/4" CONDUIT I I MENU BOARD THRU CURB LJ 1 POWER PREVIEW BOARD 1" DATA 1 DATA 2" DATA--'19 12 ES 2" POWER K-47 15 U`,��I� I 600/3F/WP SERVICE 13 DISCONNECT. , 1 � UTILITY APPROVED I CT CABINET I UTILITY APPROVED METER AND BASE I �- 600 AMP MAIN BREAKER PANEL PROVIDED BY EC. ❑ I COORDINATE EXACT LOCATION WITH TENANT PLANS. I I I I I / 10 / OTYPICAL " I / WP 0 10 VP CONNECT DETECTOR I / LOOP TO FUTURE / J-BOX BY TENANT. /bTYPICAL SEE ARCHITECT'S CONDUIT PLAN. G.WP _` 7 TYPICAL i / G, WP WP IJ� WP1 O \ / 10 10 ~ WP Wr(J) r_J7 10 G , WP Wr WPv POWER/SYSTEMS FLOOR PLAN SCALE: 1/8"=1'-0" ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota. Signature: lfa& a. Typed or Printed Name: ROBERT A. Date 4/8/2-f Reg. No. 59669 ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. POWER/SYSTEMS FLOOR PLAN J W N N Z Q J N z 0 U W Z 3 0 Z 0 Q U 0 J Z 0 N W H W W 2 N 2mO -b4 -b4 J W W _J Q W CD� 40�-. Al MAIN BONDING GND. BUS GROUNDING ELECTRODE CONDUCTOR JUMPER k — DOMESTIC WATER 10' X 3,4' COPPERCLAD 3/4" X 10' COPPERWELQ ELECTRICAL CONTRACTOR TO SERVICE ENTRANCE, MAIN, WITHIN 5ft. DRIVEN GROUND ROD GND. ROD. (LIGHTNING CONNECT OR CADWELD GND. NEUTRAL BUS OF ENTRANCE TO ' TYPICAL PROTECTION). WIRE TO BASE. TO ALL OTHER WATER BUILDING, PRIOR TO VALVES CADWELD OR UL MAIN ENTRANCES �_ LISTED CONNECTION TO BLDG. STEEL `--------- 1" CHAMFER �. __-'� ---__ _--- � 6 ANCHOR BOLTS - USE MFG. #6 AWG 1311 - TEMPLATE FOR PLACING. TO GAS MAIN - � - - s '�/,y 36" 3 _ ENTRANCE INSIDE 6 -oil BLDG., ABOVE GROUND - • MIN, TOOTTELEPHONE GRADE � I , THE 3/0 AWG OR LARGER BARE � RANCE COPPER EXTENDING OUT OF THE ' NOTE: ALL GROUNDING ELECTRODE CONDUCTORS 24" r I STEEL REINFORCING BARS - FOOTING ; FOOTING OR CONDUCTORS SHALL BE 3/0 AWG MIN. J ' 5 #5 VERT. BARS 1N A 16' FOUNDATION ALL METAL CONDUIT SHALL BE BONDED CIRCLE TO TERMINATING BOXES. CONNECT TO RE-INFORCEMENT 60" I BRANCH CIRCUIT CONDUIT - - - - - - - - - - MIN, ABOVE GROUND GAS PIPING SHALL BE TIED MINIMUM 2 REQUIRED 2" TO THE GROUNDING ELECTRODE AS PER #6 BARE GND. WIRE— G ® ' NFPA-54. ®/ 3000 PSI CONCRETE 24" D1A. \ 20' \ SEPERATE GROUND ROD REQUIRED ONLY IF _ MINIMUM DEVELOPED LENGTH TELEPHONE SERVICE BOARD IS GREATER #3 TIES AT 12" O.C. - LIFER GROUND THAN 20 FEET FROM ELECTRICAL SERVICE MAIN PANEL. POLE BASE 36" ABOVE GRADE SCALE: NONE C1 G7 SERVICE ENTRANCE GROUNDING SCALE: NONE WALL OF ANY -RGS (OR IMC) - CONSTRUCTION I ITO-EMT CONDUIT TRANSITION FITTING EMT I I(IF APPLICABLE) I PVC CONDUIT I I IN SLAB I FINISHED FLOOR CONCRETE SLAB PVC-TO-RGS (OR IMC) CONDUIT TRANSITION RGS (OR IMC) 90 DEG. FITTING APPLETON NTCC ELBOW EMERGING SERIES - SIZED AS FROM SLAB APPLETON REQUIRED, TYPICAL. LMFL SERIES. CONDUIT TRANSITION: PVC-TO-RGS IN SLAB SCALE: NONE WALL OF ANY RGS (OR IMC)-TO-EMT CONSTRUCTION I I CONDUIT TRANSITION FITING. I (1F APPLICABLE) EMT I PVC CONDUIT I I BELOW SLAB I I FINISHED FLOOR CONCRETE SLAB S GRADE OR VAPOR BARRIOR PVC-TO-RGS (OR IMC) CONDUIT TRANSITION RGS (OR IMC) 90 DEG. FITTING APPLETON ELBOW EMERGING NTCC SERIES, TYP. FROM SLAB APPLETON LMFL SERIES. CONDUIT TRANSITION: PVC-TO-RGS BELOW SLAB SCALE: NONE UTILITY PAD MOUNTED TRANSFORMER COORDINATE ALL REQUIREMENTS WITH POWER COMPANY. I I I I A EP /TO PRIMARY CONNECTION POINT. COORDINATE ALL (2) 4" SCHEDULE 80 CONDUITS. REQUIREMENTS WITH THE LOCAL COORDINATE EXACT SIZE AND QUANTITY POWER COMPANY. WITH THE LOCAL POWER COMPANY. COORDINATE ALL REQUIREMENTS WITH THE LOCAL POWER COMPANY. BRANCH CIRCUIT AND FEEDER LEGEND FEEDER NO. CONDUIT AND WIRE A2 ''Z' - 2 #12 8 1 #12 GND. B1 3/4'-2#1081 #10GND. B2 3/4" - 3 #10 8 1 #10 GND. C2 1"-3#8&1 #10GND. Q2 1"-396&1 #10GND. D4 1ii-2#68,1 #6GND. E2 1 q 3 #4 8, 1 #8 GND. E4 1 " - 2 #4 & 1 #4 GND. S2 2 PARALLEL 3" - 4 $t350MCM & 1 #1 GND. S4 2 PARALLEL 3" - 4 #350MCM 120/208 VOLT93 PHASE94 WIRE ELECTRICAL RISER DIAGRAM SCALE: NONE UTILITY APPROVED CT CABINET/METER. EXTERIOR 60OA/3F/WP SERVICE ENTRANCE DISCONNECT SWITCH USE BUSSMANN LPS-RK-600SP FUSES OR EQUAL ES / �-FEEDER ' S4' MIN. #3/0 GND. SEE DETAIL 'C1'. 600 AMP ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota. Signature: lfa&d a. Typed or Printed Name: ROBERT A. Date 4/8/2-f Reg. No. 59661 INTERIOR EC TO PROVIDE INFINITY ELECTRICAL GEAR WITH 600 AMP MAIN CIRCUIT PANERA BREAKER PER TENANT'S PLANS. EEDER 'S2' ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ELECTRICAL LEGENDS & SCHEDULES 3mO N Z Q H J D N z 0 U W Z 3 0 Z 0 Q V 0 J () Z 0 N 5 W H W W 2 N LIGHTING FIXTURE SCHEDULE GENERAL ELECTRICAL LEGEND GENERAL NOTES AND SPECIFICATIONS LAMPS TYPE MANUFACTURER CATALOG NUMBER MOUNTING REMARKS SYMBOL DESCRIPTION VOLT QTY TYPE A. GUARANTEE ALL MATERIALS AND WORKMANSHIP FOR ONE YEAR FROM A PRESCOLITE LC6ML-6LCML30L-40K-8-B6 120 -- 41.5W LED RECESSED DOWNLIGHT,� Q CEILING OUTLET, SURFACE FIXTURE DATE OF ACCEPTANCE. ® CEILING OUTLET, SURFACE FIXTURE w/BATTERY BACK UP B. COMPLY WITH THE NEC, STATE, AND LOCAL CODES. Al PRESCOLITE LC6ML-EM-6LCML30L-4OK-8-EM-B6 120 -- 41.5W LED RECESSED DOWNLIGHT, Q CEILING OUTLET, RECESSED FIXTURE C. USE ONLY COPPER CONDUCTORS AS NOTED. MINIMUM SIZE #12 AWG. WITH BATTERY USE TYPE THHN, LION. ALL CIRCUITS SHALL BE COLOR CODED. e CEILING OUTLET, RECESSED FIXTURE w/BATTERY BACK UP SA WLS LIGHTING (2)C-1-132-4K7-50W-UNV-A- -SLW 208 2 135W LED'S ON 22' POLE WITH PARKING LOT LIGHT D. USE MINIMUM 1/2" CONDUIT. USE 3/4" MINIMUM GALVANIZED COATED ON 22' POLE 3' BASE (2@180) (DA BRACKET OUTLET WITH ASPHALTUM OR SCHEDULE 40 PVC IN CONCRETE BELOW GRADE. FOR PVC, TRANSITION TO RIGID BEFORE EMERGING FROM BELOW. USE SB WLS LIGHTING C-1-132-4K7-4F-UNV-A--HSS- 208 1 135W LED'S ON 22' POLE WITH PARKING LOT LIGHT 0 SURFACE FLUORESCENT LIGHTING FIXTURE EMT WHERE CONCEALED IN WALLS AND CEILINGS. USE RIGID 1N SLAB 90-B-SLW ON 22' POLE 3' BASE (1@90) RECESSED FLUORESCENT LIGHTING FIXTURE AND UNDERGROUND. X DUAL LITE LE-C-S-R-W-E-1 ARROWS 8 FACES 120 -- LED'S UNIVERSAL EXIT WITH �� FLUORESCENT STRIP LIGHT FIXTURE E. USE STAINLESS STEEL DEVICE COVER PLATES, LION. AS NOTED EMERGENCY BATTERY (S)EXIT LIGHT, ARROWS AS SHOWN, ON LIFE SAFETY CIRCUIT F. ALL ELECTRICAL EQUIPMENT SHALL BE UL LISTED, COMMERCIAL X1 DUAL LITE EVC-U-R-W-D4-0-EVO-D-B 120 -- LED'S UNIVERSAL EXIT COMBO W/EMERG. GRADE. REMOTE HEADS/BATTERY F=y EMERGENCY LIGHT WALL MOUNTED AT 7'-6" AFF, LION G. USE HUBBELL WIRING DEVICES AS FOLLOWS: S SINGLE POLE SWITCH � COORDINATE EXACT LOCATION WITH ARCHITECTURAL PLANS. SWITCHES - 15 AMP, #1201-1. 1202-I, 1203-1 COLOR SELECTED BY ARCHITECT S3 THREE-WAY SWITCH SWITCHES - 20 AMP, #1221-1. 1222-I, 1223-1. 1224-I PROVIDED WITH CANOPY SWITCHES - MOTOR STARTERS, USE SQUARE D CLASS 2510 COORDINATE FIXTURE WITH CANOPY PRIOR TO ODERING S4 FOUR-WAY SWITCH RECEPTACLES - 15 AMP, #5252-I. 5262-1 FOR GENERAL PURPOSES. DUPLEX GROUNDING RECEPTACLE RECEPTACLES - 20 AMP, SG63H-I FOR SAFETY TYPE. DUPLEX GROUNDING RECEPTACLE RECEPTACLES - GFCI, GF5262-1 (15A), GF5362-1 (20A). Q FLOOR RECEPTACLE H. ALL WIRING MUST BE IN CONDUIT. DOUBLE DUPLEX GROUNDING RECEPTACLE I. EQUIPMENT OUTSIDE MUST BE WEATHERPROOF. USE HEAVY DUTY DISCONNECT SWITCHES. 0 JUNCTION OR PULL BOX J. CONDUIT OUTSIDE MUST BE GALVANIZED STEEL OR PVC, AS NOTED MOTOR, E.F. DENOTES EXHAUST FAN ABOVE. SM MANUAL MOTOR STARTER OR RELAY CONTROL K. USE 6' MAXIMUM LENGTH OF FLEXIBLE CONDUIT TO FIXTURES. ® MAGNETIC MOTOR STARTER OR TERMINAL CONNECTION L. FLUORESCENT FIXTURES SHALL HAVE HOLD DOWN CLIPS. =J SAFETY SWITCH, WP INDICATES NEMA 3R, FUSED, U.O.N. M. REMOVE TEMPORARY WIRING UPON COMPLETION OF WORK. REMOVE UNUSED EXISTING WIRING UPON COMPLETION OF WORK. ® LIGHTING OR POWER PANEL MAIN OR SUB -DISTRIBUTION PANEL N. USE BUSS TYPE LPS OR LPN FUSES FOR MOTORS AND EQUIPMENT. USE BUSS TYPE KTS OR KTN FUSES FOR PANEL AND TRANSFORMER TC TIME CLOCK - SEE SPECS FEEDERS. © - CONTACTOR SEE SPECS 0. CONTRACTOR SHALL VERIFY LOCATIONS OF ALL UTILITIES, MECHANICAL EQUIPMENT AND EQUIPMENT FURNISHED BY OWNER PRIOR TO ROUGH -IN. PE PHOTO -ELECTRIC SWITCH - AIM NORTHEAST, SEE SPECS P. FLUORESCENT LAMPS SHALL BE ENERGY SAVING TYPE T8, 3500 QT THERMOSTAT, SEE MECHANICAL DEGREES KELVIN, LION. PHILLIPS, GENERAL ELECTRIC, OR SYLVANIA. CONDUIT, CONCEALED IN CEILING OR WALL Q. FLUORESCENT FIXTURES SHALL BE FURNISHED WITH ENERGY SAVING ELECTRONIC BALLASTS. - - - CONDUIT, CONCEALED IN SLAB OR BELOW FLOOR/GRADE R. METAL HALIDE LAMPS SHALL BE GENERAL ELECTRIC OR SYLVANIA. - - - - -- CONDUIT, EXPOSED S. USE "PATE" PIPE SEALS FOR CONDUIT THROUGH ROOF. USE SEALTITE 0 CONDUIT, TURNING UP FLEXIBLE CN U XTERIOR EQUIPMENT. CONDUIT, TURNING DOWN T. PANELBOARDS SHALL BE GENERAL ELECTRIC OR SQUARE D. LION. - EP - CONDUIT, ELECTRICAL PRIMARY U. VERIFY LOCATION OF PANELBOARDS AND SWITCHES WITH ARCHITECT - ES - CONDUIT, ELECTRICAL SECONDARY PRIOR TO ROUGH -IN. WP WEATHERPROOF V. CONTRACTOR SHALL COORDINATE NEW SERVICE REQUIREMENTS WITH THE LOCAL POWER COMPANY AND FURNISH THEM LOAD INFORMATION. G GROUND FAULT CURRENT INTERRUPTING FURNISH SERVICE TO TRANSFORMER AS REQUIRED BY THE POWER COMPANY. AFF ABOVE FINISHED FLOOR W. DO NOT INSTALL MORE CONDUCTORS IN A BRANCH CIRCUIT HOMERUN ABC ABOVE COUNTER THAN SHOWN. UC UNDERCOUNTER X. ALL WORK SHALL BE COORDINATED WITH OWNER'S REPRESENTATIVE. LION UNLESS OTHERWISE NOTED Y. INSTALL CONTROL WIRING IN MINIMUM 1/2" CONDUIT FOR ALL HVAC GC GENERAL CONTRACTOR UNITS TO THERMOSTATS AND ROOFTOP UNITS, ETC. SEE MECHANICAL CONTROL AND MANUFACTURER'S DRAWINGS. MC MECHANICAL CONTRACTOR Z. USE SEALTITE FLEXIBLE CONDUIT FOR EXTERIOR EQUIPMENT. EC ELECTRICAL CONTRACTOR AA. AIR COOLED DRY TYPE TRANSFORMER SHALL BE SQUARE D OR EDF ELECTRIC DRINKING FOUNTAIN GENERAL ELECTRIC. TRANSFORMER IS TO MEET NEMA ST20 WITH RATINGS AS INDICATED. EQUIP FOR MOUNTING AS INDICATED. WH WATER HEATER BB. LIGHTING CONTACTORS ARE TO BE 20A NEMA ICS2, MECHANICALLY RTU ROOF TOP UNIT HELD WITH COIL VOLTAGE AS INDICATED. POLES AS INDICATED, PLUS 2 Q S FIRE ALARM DUCT MOUNTED SMOKE DETECTOR -BY MC SPARE. ENCLOSURE TO BE ANSI/NEMA ICS 6. TYPE 1. SQUARE D, 1 GENERAL ELECTRIC, AND ASCO ARE ACCEPTABLE. ® MULTI USE OUTLET FOR VOICE, DATA, VIDEO (1% . TO ABOVE CEILING) CC. TIME CLOCKS ARE TO BE 40A. NEMA ICS, 7 DAY TIMER WITH ®W TELEPHONE OUTLET, WALL MOUNTED ASTRONOMICAL DIAL. PROVIDE WITH 3 POLES IN ANSI/NEMA ICS 6, TYPE 1 ENCLOSURE. ACCEPTABLE ARE TORK W100. ® MULTI USE OUTLET FOR VOICE, DATA, VIDEO ABOVE COUNTER (1"C.TO ABOVE CEILING) DD. PHOTOELECTRIC CONTROL SHALL BE FIXED MOUNTED, SPST, WITH 2 ® MULTI USE FLOOR OUTLET, SEE SPECS MINUTE DELAY AND 2000 WATT CONTACT RATING. INSTALL IN A DIE CAST, WEATHERPROOF ENCLOSURE. BOLLARD STYLE AREA LIGHTING FIXTURE EE. RECEPTACLES IN WET LOCATIONS SHALL BE INSTALLED WITH AN OUTLET ENCLOSURE CLEARLY MARKED "SUITABLE FOR WET LOCATIONS WHILE IN USE". THERE MUST BE A GASKET BETWEEN THE ENCLOSURE AND THE MOUNTING SURFACE, AND BETWEEN THE COVER AND BASE TO ASSURE A PROPER SEAL. THE ENCLOSURE MUST EMPLOY STAINLESS STEEL MOUNTING HARDWARE AND BE CONSTRUCTED OF IMPACT RESISTANT POLYCARBONATE. THE OUTLET ENCLOSURE SHALL BE LISTED BY UNDERWRITERS LABORATORIES INC. BRANCH C I R C U I T I N G L E G E N D ENCLOSURE MUST BE MANUFACTURED BY TAYMAC CORPORATION OR EQUAL. s A-1 ONE 1—POLE CKT HOMERUN TO PANEL A FF. FLUORESCENT LAMP EMERGENCY POWER SUPPLY SHALL BE ONE LAMP AS SCHEDULED ON THE PLANS PROVIDING 1100-1400 LUMENS, MINIMUM. A-1.3 TWO 1—POLE CKT HOMERUNS TO PANEL A THE BATTERY SHALL BE A NICKEL CADMIUM TYPE, RATED FOR A TEN ►►► A-1.3.5 THREE 1—POLE CKT HOMERUNS TO PANEL A YEAR LIFE. INCLUDE TEST SWITCH AND AC ON INDICATOR LIGHT, INSTALLED TO BE OPERABLE AND VISIBLE FROM THE OUTSIDE OF AN A-1/3 ONE 2—POLE CKT HOMERUN TO PANEL A ASSEMBLED LUMINAIRE. �► A-1/3.2/4 TWO 2—POLE CKT HOMERUNS TO PANEL A A-1/3/5 ONE 3—POLE CKT HOMERUN TO PANEL A NOTE: ALL MULTI —WIRE BRANCH CIRCUITS TO COMPLY WITH 2O20 NEC 210.4 MTG. HGT. 48" AFF 48" AFF 48" AFF 18" AFF ABC 18" AFF 18" AFF 48" AFF ABC ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota. Signature: lfa&d a. e,�t—,-.. Typed or Printed Name: ROBERT A. Date 4/8/2-f Reg. No. 59661 ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04-08.24 24114 1q This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. ELECTRICAL LEGENDS & SCHEDULES J Q W N W Z 3 0 N Z 0 N W E4.0 H W W 2 N �94 -b4 -b4 J W W _ J Q F- CD �L�i J J CnQ ::D U ,6,4Cn SECTION 15050 - BASIC MATERIALS AND METHODS PART 1 GENERAL 1.1 REGULATORY REOUIREMENTS A. Conform to 2017 International Building Code, Mechoncial Code and 2012 Energy Conservation Code. 1.2 TRANSPORTATION AND HANDLING A. Transport and handle Products in accordance with manufacturer's instructions. B. Promptly inspect shipments to ensure that Products comply with requirements, quantities are correct. and Products are undamaged. C. Provide equipment and personnel to handle Products by methods to prevent soiling. disfigurement, or damage. 1.3 STORAGE AND PROTECTION A. Store and protect Products in accordance with manufacturers' instructions, with seals and labels intact and legible. B. Store sensitive Products in weather tight, climate controlled enclosures. C. For exterior storage of fabricated Products, place on sloped supports, above ground. D. Provide bonded off -site storage and protection when site does not permit on - site storage or protection. PART 2 PRODUCTS 2.1 MECHANICAL IDENTIFICATION A. Plastic Nameplates and Togs: Laminated three -toyer plastic. PART 3 EXECUTION 3.1 INSTALLATION A. Install plastic nameplates with adhesive. B. Install plastic togs with corrosion resistant metal chain. 3.2 TESTING, ADJUSTING, AND BALANCING A. Report Forms: AABC National Standards for Total System Balance forms. B. Air Handling Systems: Adjust to within plus or minus 5 percent for supply systems and plus or minus 10 percent for return and exhaust systems of design. C. Air Outlets and Inlets: Adjust to within plus or minus 10 percent of design. D. T.A.B. Contractor shall be AABC or NEBB certified. SECTION 15250 - MECHANICAL INSULATION PART 1 GENERAL NOT USED PART 2 PRODUCTS 2.1 DUCTWORK INSULATION A. Flexible Glass Fiber: Flexible. noncombustible blonket with vapor barrier locket. PART 3 EXECUTION 3.1 INSTALLATION A. External Ductwork Insulation 1. Provide cold ductwork with vapor barrier jacket. Seal vapor barrier penetrations with vapor barrier adhesive. 2. Interior exposed ductwork. rigid duct board. finish with canvas jacket sized for finish painting. 3. Exterior ductwork, rigid duct board, finish with aluminum locket. 3.2 SCHEDULES A. Ductwork Insulation Thickness Finish Inch 1. Flexible Gloss Fiber Exhaust Ducts Within 10 ft 1-1/2"' FSK of Exterior Openings Supply Ducts 1-1/2" FSK Return Ducts 1-1/2" FSK Exterior Supply & Return Ducts 2' FSK SECTION 15780 PACKAGED AIR CONDITIONING UNITS PART 1 GENERAL 1.1 SUBMITTALS A. Product Data: Required. B. Shop Drawings: Required. C. Project Record Documents: Required. 1.2 WARRANTY A. Special Warranty for refrigeration compressors and heat exchangers: 5 years. PART 2 PRODUCTS 2.1 PACKAGED ROOF TOP AIR CONDITIONING UNITS A. Manufacturers: 1. Lennox. 1. Carrier. B. Unit: Self-contained, packaged, factory assembled and prewired unit, consisting of cabinet and from, supply fan, heat exchanger and burner, controls, air filters, refrigerant cooling coil and compressor, condenser coil and condenser fan. C. Cabinet Access Panels: Ouick fasteners screwdriver operated flush cam type or locking door handle type with piano hinges. D. Heat Exchangers: Welded aluminized steel. E. Air Filters: Two inch thick glass fiber disposable media in metal fromes. F. Roof Mounting Curb: 18 inches high galvanized steel channel frame with gaskets and nailer strips. G. Gas Burner: Atmospheric type burner with intermittent spark or glow coil ignition. H. Evaporator Coil: Copper tube aluminum fin coil assembly with capillary tubes or thermostatic expansion valves. I. Compressor: Hermetic or semi -hermetic compressor. 3600 rpm. resiliently mounted with positive lubrication, crankcase heater. high and low pressure safety controls. motor overload protection, suction and discharge service valves and gage ports. J. Condenser Coil: Copper tube aluminum fin coil assembly with coil guard, direct drive propeller fans, fan guard. Provide refrigerant pressure switches or outdoor thermostat to cycle fans. K. Dampers: Provide outside air dampers with damper operator and control pockage to automatically open dampers during occupied periods. L. Thermostat: Electric solid state microcomputer based room thermostat, with remote sensor. PART 3 EXECUTION 3.1 INSTALLATION A. Provide initial start-up during first year of operation. B. Mount roof mounted units on factory built roof mounting frame. C. Pipe drain pan condensate to nearest drain. SECTION 15880 - AIR DISTRIBUTION PART 1 GENERAL NOT USED PART 2 PRODUCTS 2.1 DUCTWORK A. Materials 1. Steel Ducts: Galvanized steel sheet, lock -forming quality. 2. Flexible Ducts: Fabric supported by helically wound spring steel wire or flat steel bands. B. Metal Ductwork 1. Fabricate and support in accordance with SMACNA HVAC Duct Construction Standards - Metal and Flexible. 2. Construct T's, bends, and elbows with radius of 1-1/2 times width of duct on center line or provide turning vones. 3. Increase duct sizes gradually. not exceeding 30 degrees divergence and 45 degrees convergence. 2.2 DUCT ACCESSORIES A. Volume Control Dampers 1. Fabrication: SMACNA HVAC Duct Construction Standards - Metal and Flexible. 2. Splitter Dampers: Some gage as duct to 24 inches size and two gages heavier for larger sizes. 3. Single Blade Dampers: Fabricate for duct sizes to 12 x 30 inch. 4. End Bearings: Provide except in round ductwork 12 inches and smaller. 5. Quadrants: Provide locking, indicating regulators on dampers. Where width exceeds 30 inches provide regulator at both ends. B. Backdraft Dampers: Fabricate multi -blade, parallel action gravity balanced bockdraft dampers of galvanized steel or extruded aluminum, with center pivoted blades linked together. C. Flexible Duct Connections: UL listed fire -retardant neoprene coated woven gloss fiber fabric to NFPA 90A. approximately 3 inches wide. crimped into metal edging strip. D. Duct Access Doors 1. Fabricate in accordance with SMACNA HVAC Duct Construction Standards - Metal and Flexible. 2. Access doors smaller than 12 inches square may be secured with sash locks. Access doors with sheet metal screw fasteners are not acceptable. 2.3 AIR OUTLETS & INLETS A. Ceiling Diffusers: MetolAire 5600-6. Rectonggular, stamped or spun. multi -core type diffuser to discharge air in 360 degree pattern, with sectorizing baffles where indicated; radial opposed blade damper: baked enamel off-white finish. B. Registers/Grilles: MetolAire CC5D. Fixed grilles of 1/2 x 1/2 x 1/2 inch louvers: with factory off-white finish. PART 3 EXECUTION 3.1 INSTALLATION A. Provide bockdraft dampers on discharge of exhaust fans. B. Connect diffusers to low pressure ducts with 5 feet maximum length of flexible duct. C. Provide flexible connections immediately adjacent to equipment in ducts associated with fans and motorized equipment. D. Provide duct access doors for inspection and cleaning before and after filters, coils, fans, automatic dompers,ot fire dampers, and elsewhere as indicated. E. Check location of air outlets and inlets and make necessary adjustments in position to conform with architectural features, symmetry, and lighting arrangement. F. Provide balancing dampers on duct toke-off to all diffusers, and grilles and registers. G. Point ductwork visible behind air outlets and inlets matte black. H. Seal all ductwork longitudinal and transverse seams and connections with sealant listed and labeled in accordance with UL181A or UL181B. Duct connections to flanges of air distribution systems shall be sealed and mechanically fastened. EXHAUST FAN SCHEDULE GENERAL MECHANICAL LEGEND SYMBOL i AM ,. E.W.H. 8110 200 1R OR 6X6 100E DESCRIPTION SUPPLY DUCTWORK RETURN DUCTWORK EXHAUST DUCTWORK SUPPLY AIR DIFFUSER RETURN OR EXHAUST AIR REGISTER ELECTRIC WALL HEATER UNDERCUT DOOR 3/4' 8"0 NECK SUPPLY AIR DIFFUSER @ 200 C.F.M. 8"X8" RETURN AIR REGISTER @ 150 C.F.M. 616" EXHAUST AIR REGISTER @ 100 C.F.M. SPACE THERMOSTAT MOUNTING HEIGHT PER ADA (48" AFF) SUPPLY DUCT THRU SLAB OR ROOF - SEE PLANS RETURN OR EXHAUST DUCT THRU SLAB OR ROOF - SEE PLANS DUCT SMOKE DETECTOR PACKAGED AC UNIT SCHEDULE UNIT DESIGNATION RTU#1 & RTU#2 RTU#3 TYPE GAS - DOWNSHOT GAS - DOWNSHOT SERVICE SEE PLANS - REAR SEE PLANS - FRONT ACCESSORIES 1O 1O ECONOMIZER YES - ENTHALPY YES - ENTHALPY CURB YES - 18" YES - 18" FILTERS 2" T.A. - 30% 2" T. A. - 30% SUPPLY FAN DIRECT DRIVE DIRECT DRIVE TOTAL C.F.M. 2,000 4,000 O.A. MINIMUM TBD(TIl TBD(TIl EXTERNAL S.P. 0.8 0.8 H.P. 1.22 HP 2.63 BHP VOLTAGE 208/3/60 208/3/60 HEATING COIL - - - --- FUEL NATURAL GAS - 2 STAGE NATURAL GAS - 2 STAGE HEATING CAP. INPUT - MBH 110 224 HEATING CAP. OUTPUT - MBH 88 184 COOLING COIL --- --- TOT/SENS CAP. (MBH) 59 128 E.A.D.B./E.A.W.B. 80/67 80/67 CONDENSING SECTION --- --- COMP. R.L.A. - - COND.FANS F.L.A. - - UNIT M.C.A./M.O.C.P. 31/45 50/60 VOLTAGE 208/3/60 208/3/60 0.A.D.B. 95 95 MIN. E.E.R./I.E.E.R. 14 (SEER) 11.0/12.8 DIMENSIONS - - WEIGHT 651 1083 MANUFACTURER CARRIER CARRIER MODEL # 48TCEEE06 48TCEEE12 1O ACCESSORIES MULTI -SPEED BELT DRIVE, LOW AMBIENT KIT, HUMIDITY CONTROL, HOT GAS REHEAT LOW LEAK, FDD & BAROMETRIC RELIEF, DUCT MOUNTED SMOKE DETECTORS IN SUPPLY AND RETURN AIR, CONDENSER COIL HAIL GUARD. FACTORY UNIT MOUNTED RECEPT FOR WIRING BY TENANT E.C. VERIFY SIZE WITH TENANT PLANS PRIOR TO PURCHASE. UNIT DESIGNATION EF#1 EF#2 EF#3 EF#4 TYPE CENTRIFUGAL UPBLAST CENTRIFUGAL UPBLAST CENTRIFUGAL CABINET CENTRIFUGAL UPBLAST SERVICE FUTURE RACK OVEN FUTURE DISHWASHER FUTURE OVEN EXHAUST FUTURE RESTROOMS C.F.M. 690 400 200 150 STATIC PRESSURE 1.0 1.0 0.375 0.375 H.P. 1/2 HP 1/3 HP 1/30 HP 1/30 HP VOLTAGE 120/1/60 120/1/60 120/1/60 120/1/60 ACCESSORIES ROOF CURB ROOF CURB ROOF CURB ROOF CURB MANUFACTURER CAPTIVEAIRE CAPTIVEAIRE GREENHECK GREENHECK MODEL # *DU50 HFA??? *DU30 HFA??? GC-662??? G-085??? *COORDINATE WITH CAPTIVE AIRE - PANERA NATIONAL ACCOUNT - NO SUBSTITUTIONS. A2 AIR CONDITIONING UNIT DRAIN SHALL BE FULL SIZE OF UNIT CONNECTION. UNLESS OTHERWISE SPECIFIED. VENT & CLEAN -OUT WITH CAP: �I DO NOT SEAL CAP TO VENT. CAP SHALL HAVE I,,8 INCH HOLE IN CENTER 211 SLOPE AT MINIMUM MIN. OF PER FOOT - Y I DRAIN PAN ROUTE UCS PIPE J - H TO ROOF DRAIN OR GUTTER NOTE: 'H' DIMENSION SHALL BE A MINIMUM OF 2" OR EQUAL TO THE NEGATIVE FAN INLET PRESSURE (RETURN AIR GRILLE, DUCT, FILTERS, AND COILS). CONDENSATE DRAIN FROM DRAW-THRU UNITS SCALE: NONE EXT. PANEL WIND RESTRAINT BRACKETS - DESIGNED PER ADOPTED CODES ROOFING MATERIAL AND FLASHING \ zA BY ARCHITECT v \ r \y a J Gn p U D RIGID INSULATION METAL DECKING WELDED PLATE - MODIFY AS REO'D FOR STRUCTURAL MEMBER TYP. DUCT FRAMING MEMBERS - SEE STRUCTURAL DETAILS SIDE PANEL GASKET 2 X 4 /J N Z ° v s J l� DUCT J l� TYP. F ( XX ) ROOFTOP A.C. UNIT CURB SCALE: NONE MOTORIZED DAMPER CONDENSOR FAN(S) \ Z Co Go SUPPLY COND. COILS w2o FAN LU W/COIL GUARDS w1c O a` z Y2 c U CDQ = Y1C W tz J X R o� O w J Q U CD c� a a 7 = S.D. w W a CONTACT 120V UNIT MTD.J 120V DISC. SWITCH SD WALL MOUNTED PROGRAMMABLE SD THERMOSTAT-ENERSTAT DSL-700 DIGITAL SET -POINT Y10 RA DUCT MOUNTED H o o Y2c SA � o w1 c WIRING TO REMOTE SENSORS w2c �- SHUT DOWN FANS W/SETPOINT ADJ. o o C C & OCCUPANCY OVERRIDE c ° AUX� SEQUENCE OF OPERATION: VENTILATION 1. OCCUPIED MODE: FAN ON & O.A. OPEN RELAY: C 2. UNOCCUPIED MODE: FAN CYCLES & O.A. CLOSED O.A. DAMPER CONTACT I� NOTES: E.F. CONTACT 1. CONFIRM # OF STAGES & EXACT WIRING WITH MANUFACTURER. 2. S.D. SHALL BE EQUAL TO SIMPLEX 120 VOLT W/SAMPLING TUBE FROM UNIT POWER \� N.C. CONTACTS AND REMOTE INDICATOR. COORDINATE VOLTAGES S PACKAGED AC UNIT CONTROL SCHEMATIC ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this lams cification,or report was prepared by me or under my direct supe an th t I am a duly Licensed Profess Mnalr d e state of Minnesota. Signature Typed or Printed Name:MITCHELL D. SIMPSON Date 418124 Reg. No. 420,32 DUCT FLASHING INSULATION (SAME AS STRUCTURE) METAL DECKING FLEX. CONN. TYP. NO SCALE ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. HVAC - SCHEDULES AND DETAILS J Q W N N Z J D N Z 0 U W Z 3 0 Z 0 Q U 0 J 00 Z 0 N W END OF OUTLINE C3 M 1 0 1 -b4 -b4 J L'i W _J Q W CD� 40�-. GENERAL HVAC NOTES: U U A. COORDINATE DUCTWORK WITH ALL TRADES PRIOR TO FABRICATION. SUBMIT ANY MAJOR CHANGES IN DUCT ROUTING OR DUCT SIZING AS A SHOP DRAWING TO THE ARCHITECT/ ENGINEER FOR REVIEW. B. COORDINATE CEILING AIR INLETS AND OUTLETS WITH REFLECTED CEILING PLAN. DO NOT LOCATE ANY AIR OUTLETS WITHIN 3 FEET OF CEILING SMOKE DETECTORS. EF#2 0 F# C. MAINTAIN CLEARANCES FROM ELECTRICAL PANELS AS REQUIRED BY N.E.C. D. MAINTAIN CLEARANCES FOR SERVICE OF HVAC EQUIPMENT AS REQUIRED BY MANUFACTURER AND NEC 110.26. PROVIDE MECHANICAL ROOM SHOP DRAWINGS AS REQUIRED FOR COORDINATION. E. REFERENCE CONTROL SCHEMATICS & DUCTWORK DETAILS FOR MANUAL AND AUTOMATIC DAMPER LOCATIONS. F. FINAL RTU SELECTION AND LOCATION TO BE CONFIRMED WITH THE TENANT DRAWINGS IF AVAILABLE PRIOR TO ORDERING AND INSTALLATION. G. COORDINATE EXACT LOCATION OF RTU WITH ARCHITECTURAL AND STRUCTURAL DRAWINGS. t 1 I RTU#3 I � O HVAC PLAN NOTES: 1 Ii =Of- TO-1. PROVIDE ROOF PENETRATION WITH PROPER SUPPORT FOR FUTURE EXHAUST FAN. TENANT PROVIDE EXHAUST FAN AND CURB. COORDINATE EXACT SIZE AND LOCATION W/ARCH PLANS. CONTACT TENANT REP TO COORDINATE SHIPMENT OF CURBS W/INSTALLATION I TIME LINE. I' I 2. PROVIDE UNIT WITH DUCT MOUNTED SMOKE DETECTOR MOUNTED IN THE SUPPLY 8 RETURN AIR DUCT FOR UNIT SHUTDOWN. ' I I I 3. PROVIDE ALL UNITS IN THIS SPACE W/ ENERSTAT DSL-700 DIGITAL SET -POINT THERMOSTATS AND REMOTE SENSORS AND PROVIDE 100 FEET OF WIRE FOR EACH DEVICE COILED UP IN \\\ I I _ _ _ I ,' EF#4 1O CEILING. \ 4. EXTEND SUPPLY AND RETURN DUCTS VERTICALLY BELOW ROOF DECK FOR TENANT EXTENSION. — / ' - i - 7 -—— ———— EF#1 1O I �I I) I, II I, II I, II I, II hu u EF#2 I, II II II h u h�l II II III, 4u �u ''1u ---- � --1 II li - � II I, IIq i I, II II II II II I II '' II II Iq III II '' II II � u III II I I, II III' III II II II II I ILh of R T U#�!! II IE--- _ Iff III I� II II I I '- II EF#4 II II I = ❑ J II I.== ---- ---- - II it it hit p p h II II it � II II u !I EF#!�q ,-- II II � II it � JI -'I = -- - - - - - - - - - _ � - - - - - - 7, L - - - - - - - - - - - - - - - - - - - - - - - - - - hll I)II III, III, III, yll ull II NII II EF#3 OUTLET 111 'I II I Lm I I N; RTU#2 lip hll III, All 0 ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this lan,s cification,or report was prepared by me or under my direct supe an th t I am a duly Licensed Profess na i er d e state of Minnesota. Signature Typed or Printed Name:MITCHELL D. SIMPSON Date 418124 Reg. No. 42082 ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. HVAC FLOOR PLAN N J N z 0 U W Z 3 0 z 0 — U 0 J N Z 0 U) W OC H W W 2 N H.V.A.C. ROOF PLAN SCALE: 1/4"=1'-0" H.V.A.C. FLOOR PLAN SCALE: 1/4"=1'-0tt M2ml -IJ4 -IJ4 J W W Q _J W C SECTION 15050 - BASIC MATERIALS AND METHODS PART 1 GENERAL 1.1 REGULATORY REQUIREMENTS A. Conform to 2017 International Building. Plumbing. Fuel Gas 8 2012 Energy Conservation Codes or as adopted by local AHJ. B. Obtain permits and request inspections from authority having jurisdiction. 1.2 TRANSPORTATION AND HANDLING A. Transport and handle Products in accordance with manufacturer's instructions. B. Promptly inspect shipments to ensure that Products comply with requirements, quantities are correct. and Products are undamaged. C. Provide equipment and personnel to handle Products by methods to prevent soiling, disfigurement. or damage. 1.3 STORAGE AND PROTECTION A. Store and protect Products in accordance with manufacturers' instructions, with seals and labels intact and legible. B. Store sensitive Products in weather tight, climate controlled enclosures. C. For exterior storage of fabricated Products. place on sloped supports. above ground. D. Provide bonded off -site storage and protection when site does not permit on - site storage or protection. 1.4 PROJECT/SITE CONDITIONS. A. Install work in locations shown on drawings unless prevented by Project conditions. Coordinate work with site conditions prior to ordering or fabricating materials. Prepare drawings showing proposed rearrangement of work to meet project conditions, including changes to work specified in other sections. Obtain approval of architect/engineer before proceeding. PART 2 PRODUCTS 2.1 MECHANICAL IDENTIFICATION A. Plastic Nameplates and Togs: Laminated three -layer plastic. PART 3 EXECUTION 3.1 INSTALLATION A. Install plastic nameplates with adhesive. B. Install plastic togs with corrosion resistant metal chain. SECTION 15250 - MECHANICAL INSULATION PART 1 GENERAL NOT USED PART 2 PRODUCTS 2.1 PIPE INSULATION A. Gloss Fiber: Rigid molded, noncombustible with vapor barrier jacket. B. Cellular Foam: Flexible. cellular elostomeric. molded or sheet. C. Jackets 1. PVC Plastic: One piece molded type fitting covers. PART 3 EXECUTION 3.1 INSTALLATION A. Piping Insulation 1. Provide cold pipes with vapor barrier jackets. Insulate complete system. 2. Provide hot pipes with standard jackets. Bevel and seal ends of insulation of equipment, flanges. and unions. 3. Interior exposed piping - canvas jacket and fitting covers. 4. Route insulation through pipe hangers as calcium silicate or galvanized steel shield for proper support. 3.2 SCHEDULES (sizes listed are minimum and shall also comply with locally adopted energy code) A. Piping Insulation Pipe Size Thickness Inch Inch 1. Glass Fiber or Cellular Foam Insulation Domestic Cold Water oil sizes l," �� Domestic Hot Water 8 recirc all sizes 1� � W Floor Drains above rode all sizes 112 9 z Q U 2. Cellular Foam Insulation Water Buried in concrete all sizes 1,2 SECTION 15400 - PLUMBING PART 1 GENERAL NOT USED PART 2 PRODUCTS 2.1 PIPING A. Sanitary Sewer Buried and Above Grade: Cast Iron Pipe, service weight or P.V.C. schedule 40 B. Water Buried Under Building: Copper tube. Type K. annealed. C. Water Above Grade: 1. Copper tube, Type L. hard drown. D. Natural Gas: Steel, Schedule 40 Block, Threaded or Welded. Buried shall be welded with owwo C105 polyethylene jacket. 2.2 VALVES A. BALL VALVES: NIBCO MILWAUKEE HAMMOND (screwed) 2" 8 smaller T585-70 BA-300 8300 (solder) 1" 8 smaller S-585-70 A-150 8311 B. PLUG VALVES 1. Manufactures: A. DeZurik Permoseol. B. Other manufactures offering equivalent products will be considered. C. WATER PRESSURE REDUCING VALVES 1. Manufactures: A. Watts B. Other acceptable manufactures offering equivalent products. 1. Mueller 2. Wilkins. 2. Up to 2 inches: Bronze body, stainless steel and thermoplastic internal parts, fabric reinforced diaphragm, strainer. threaded and single union ends. D. STRAINERS 1. Manufactures: A. Watts B. Other acceptable manufactures offering equivalent products. 1. Muller 2. Wilkins 2. Size 2 inch and Under: Screwed brass or iron body for 175 psig working pressure. Y pattern with't32inch stainless steel perforated screen. 2.4 PLUMBING FIXTURES A. See PLUMBING FIXTURE SCHEDULE B. Manufacturers: 1. Wall Hydrants/Hose Bibs a) Zurn. b) J.R. Smith. c ) J osom. d) Watts. e) Woodford. 2.5 EOUIPMENT A. Backflow Preventer. 1. ANSI/ASSE 1013, AWWA C506: bronze body with bronze and plastic internal parts and stainless steel springs: two independently operating spring looded check volves:diaphrogm type differential pressure relieve valve between checks. 2. Manufacturers: Watts. Wilkens/Zurn. or Febco. PART 3 EXECUTION 3.1 INSTALLATION A. Provide dielectric connections wherever jointing dissimilar metals. B. Use dielectric connections only in accessible locations. C. Install unions downstream of valves and at equipment or apparatus connections. D. Install ball valves for shut-off and to isolate equipment, part of systems, or vertical risers. E. Install plug valves for shut-off and to isolate equipment, port of systems, or vertical risers in fuel gas systems. F Pnint fuel nns nininn ex=sPri to vilPnthPr - cnnrrlinnte cnlnr(s) with nrchitect GAS COCK GAS MAIN V C1 PIPE SIZE I „ '2 3/ " 4 1" ill4, 8 LARGER UNION COORDINATE CONNECTION TO EQUIPMENT W/EQUIPMENT SUPPLIER I� MAIN x MAIN x EQUIP. SIZE CONNECTION REDUCING TEE - DIRT LEG WITH CAPPED END TYPICAL GAS CONNECTION DETAIL SCALE: NONE SUPPORT DISTANCE 6' 8' 10' LOOSE FIT STRAP REDWOOD BLOCK SET - ON ROOF SEAL LAYER WITH ROOF CEMENT C3 NOTE: GAS PIPING ON ROOF SHALL BE COATED WITH BITUMASTIC COAL TAR EPDXY PLAN GAS PIPE PLASTIC SUPPORT NAIL TO 1 "x 12 "x 12" ELEVATION GAS PIPING ON ROOF DETAIL SCALE: NONE ROOF REDUCED PRESSURE BACKFLOW PREVENTER SCHEDULE DESIGNATION QUANTITY SERVING G.P.M. P.D. (psig) MANUFACTURER MODEL NUMBER REMARKS RPBP#1 1 DOMESTIC TBD 10 WATTS 909-S-QT 2 RPBP#2 1 DOMESTIC TBD 10 WATTS 909-S-QT 3/4" NOTES: 1) ALL PIPING TO BE RIGIDLY SUPPORTED. 2) COORDINATE CONFIGURATION WITH LOCAL WATER UTILITY COMPANY REQUIREMENTS. 3) COORDINATE ORIENTATION OF EQUIPMENT W/TI PLANS. WATER METER IN ACCORANCE WITH LOCAL WATER UTILITY COMPANY REQUIREMENTS (TYP-2) IF UTILITY DOESN'T ALLOW FOR DEDICATED IRRIGATION METER. DELETE & TAP IRRIGATION DOWNSTREAM OF RPBP#1. SERVICE MAIN SHUT-OFF VALVE FINISHED FLOOR I PRESSURE GAUGE ( TYP. ) PRESSURE REGULATING / VALVES IF PRESSURE IS GREATER THAN 70 PSI Za, pol- FUTURE FD BY TENANT-,,"" OR PIPE OUTSIDE i J _. _ 2" WATER SERVICE. SEE SITE UTILITY PLANS FOR CONTINUATION PRESSURE GAUGE VLM_ 2" C.W. TO BLDG. DOMESTIC WATER SYSTEM ..m FULL SIZE DRAIN PORT CONNECTION RPBP#2 I UNION (TYP.) TERMINATE R.P.B.P. DRAIN /_ _ J ABOVE FLOOR DRAIN AT TWICE THE DIAMETER OF R.P.B.P. DRAIN PORT SIZE \1" C.W. TO IRRIGATION SYSTEM (ALT.ROUTING TO OUTSIDE) 8, HYDRANT AT DUMPSTER (SEE CIVIL) R.P.B.P. No. 1 & 2 REDUCED PRESSURE BACKFLOW PREVENTER DETAIL SCALE: NONE NOTE: R.P.B.P. MANUFACTURER AND INSTALLATION SHALL BE AS APPROVED BY LOCAL 8 STATE AUTHORITIES. SYMBOL • C.O._ WC 'C.O. E.C.O._ �© - - - - - - SS - - - - - SS -----------------0V.T.R. E5 G 4 P-1 G/W 3" VENT (MIN.) a INLET ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com I hearby certify that this lan,s cification,or report was prepared by me or under my direct supe an th t I am a duly Licensed Profess na i er d e state of Minnesota. Signature Typed or Printed Name:MITCHELL D. SIMPSON Date 418124 Reg. No. 420,32 PLUMBING LEGEND DESCRIPTION ABBREVIATIONS COLD WATER (UNDERGROUND) CLEAN -OUT C.O. EXTERIOR CLEAN -OUT C.O. SANITARY SEWER (UNDERGROUND) SANITARY SEWER S.S. VENT THROUGH THE ROOF V.T.R. NATURAL GAS G RISER IDENTIFICATION FIXTURE IDENTIFICATION (SEE SPECIFICATIONS) PRESSURE REDUCING VALVE P.R.V. GAS VALVE (PLUG COCK) GREASE WASTE G.W. C 3' MIN. „ OUTLET i ii O i HEAVY DUTY TRAFFIC RATED CAST IRON MANHOLE FRAME AND COVER 20" MINIMUM L ----------- -- - - -J L--- - - - - -J OPENING (SQUARE OR ROUND) GROUTE INTO PLACE. (TYP.) FINISHED GRADE (REF.) 4" OPEN TOP >< VENT CONC. I SAN. TEE (TYP.) I OR BRICK : -It[ RISER = 4" MIN. PIPE 4" TO SAN. SIZE (TYP.) - ,,9" MIN. 2" MIN �- 4" PIPE MIN. _ SEWER SYSTEM. 2" MINIMUM MIN' 2'-6" MIN. EQ- 12" MINI XXXX GALLON PRE -CAST 6'-0" MAX. 4" SANITARY CONC. SEPTIC TANK EQ. -15" MIN. ELBOW MIN. (DESIGNED FOR HEAVY TRAFFIC LOADING) _ / 5' MIN. _1 / L3" MIN. 2/3 OF CAPACITY 1/3 OF CAPICITY MIN. (500 GAL. MIN.) MAX. (250 GAL. MIN.) DESIGNER'S NOTE: STANDARD SIZES ARE 750, 1000, 1500, 2000, 2500, 3000 GALLON, ETC. 750 AND 1000 GALLON STOCK SIZES. CONSULT LOCAL AND STATE SIZING STANDARDS ON PER JOB BASIS. GREASE TRAP DETAIL SCALE: NONE TRAP SIZING AND SPECIFIC DETAILS SHALL BE DETERMINED DURING TENANT BUILDOUT PHASE OF DESIGN/CONSTRUCTION ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04.08.24 24114 NO. DESCRIPTION DATE This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. PLUMBING SCHEDULES AND DETAILS P 1 0 1 J Q W N N J D W Z 0 V W Z 3 0 Z 0 Q V 0 J N Z 0 U) W H W W 2 N GAS PIPING DOWN TO METER ON I 2 3 2-1 /2"G G4 G5 V I v- 1-1/4"G 1"G #9 /I /!r.00 00-110 I\ I 1 V I I , / � I RTU#2 NATURAL ITEM e G1 G2 G3 G4 G5 DESCRIPTION RTU-1 RTU-2 RTU-3 WATER HEATER OVENS �I 2" DOMESTIC WATER BRANCH GAS SERVICE MAIN — COORD. W/CIVIL UTILITY PLAN ScI EST.DEMAND = 56GPM AT MIN.60 PSI LOCAL GAS UTILITY CO. (1,600 MBH @ 9"-12" W.C.) " MIN., SEE SITE UTILITY PLANS FOR • CONTINUATION TO MAIN. GAS SERVICE METER 8 PRV COORDINATE WITH LOCAL GAS UTILITY COMPANY — O ° 2"DOMESTIC WATER UP ROUTE GAS LINE FROM CONNECTION AT TENANT I t1-=-7t_ / W/SHUT OFF VALVE: PROVIDE GAS METER/P.R.V. UP BESIDE WALL TO ROOF. �lil I PRV IF GREATER THAN 70 PSI SECURELY ANCHOR GAS LINE TO WALL. II II � o I MTRS q -- - -- - ---1v / - GAS CONNECTION SCHEDULE {�� GAP 2" DOMESTICJ 3/4" WATER FOR TENANT. I / _`—ELECTRICAL PANELS —MAINTAIN "'DOMESTIC WATER SERVICE ENTRANCE J / _ CLEARANCES REQUIRED BY NEC EQUIP. LOAD III h�l / AT 7" W.C. REMARKS 11iIW/MAIN 1.5 METER & 2 RPBP#1— U.O.N. i'UTILITYOCOMPANY TREQUALL IREMENTSER R III' I 110 C.F.H. PIPING SIZED FOR: 111 r----= _._ __ — — —_ _� 11 PRESSURE = 7"WC 'iIRRIGATION METER & RPBP#2 Ali Jill 110 C.F.H. LONGEST RUN = 100 FT. ;�DABOVE DOMESTIC WATER i hiBACKFLOW PREVENTER — CONFIRM !" — 224 C.F.H. LOADS SHALL BE 'IPIPING CONFIGURATION W/UTILITY C6!1 COORDINATED WITH PANERA 111 j11 597 C.F.H. T. I. PLANS u p, 1I _ I hearby certify that this lan,s cification,or report was prepared by II j1 II me or under my direct supe an th t I am a duly Licensed 400 C.F.H. it II I1 it II - Profess na i er d e state of Minnesota. Lh it j1 II h SI nature T Typed or Printed Name:MITCHEII D. SIfdPSON TOTAL ADDITIONAL DEMAND LOAD = 1,441 C.F.H. II 11 - g ` yp j1 it li - Date 418124 Reg. No. 42082 II j1 II II - E==== _ _ - II Il I' IL _ — II - II !1 I1 II II I! 11 II II , II - II Il Il II - II 2-WAY II II II II , - ECO — 4 SS — II 11 II I1 4 "VTR 3/4" u I 4' SANITARY WASTE TO CITY SERVICE; O SEE CIVIL PLANS FOR CONTINUATION. 2-WAY „ y- - - - - _ - f - - - _ -J E C O II it 4 u - 4 G W — CO— BEGIN 4" GREASE- 4" GREASE WASTE TO GREASE TRAP; WASTE LINE — SEE CIVIL PLANS FOR CONTINUATION. 36"BFF a II 11II — I II II 11 tl II u 4 II �- uI- II II it / I ;- II u � I- --JI-1j=- --- __ - L = _ _ _ _ _ - - - - - - - - - - - i- - - - - - - - - - - - N II - ill - III II II i- I II I- I� I II II ;- 4 _ 11' � GENERAL PLUMBING NOTES: ull ;— I I A. CONTRACTOR SHALL COORDINATE ALL UTILITY SIZES, LOCATION AND Nil INSTALLATION WITH LOCAL UTILITY SUPPLIER.j- Q 11 B. COORDINATE ALL UTILITY ENTRANCES WITH TENANT IMPROVEMENT PLANS. dill i— I1 - C. CONTRACTOR SHALL COORDINATE ALL CONNECTIONS FOR TENANT EQUIPMENT "II '- 1j11 i WITH TENANT BUILD —OUT PLANS. 'Ill I I II L I I� I I Ilil � II I I O PLUMBING PLAN NOTES: " �1 j1 1 ZURN Z-1321 NON FREEZE ANTI —SIPHON AUTOMATIC DRAINING WALL HYDRANT TO BE I CONNECTED IN TENANT IN —FILL PLANS. COORDINATE LOCATIONS W/ARCHITECTURAL " II PLANS PRIOR TO ROUGH —IN. II L-------- - L 2 ROUTE 1 1 2" GAS DOWN THRU ROOF AND CAP COORDINATE LOCATION S WITH IL J' f ARCHITECT PRIOR TO ROUGH —IN. PAINT ALL GAS PIPING TO MATCH ADJACENT SURFACE. 3 COORDINATE DIMENSIONS WITH ARCHITECT PRIOR TO ROUGH —IN. 3"VTR O ENTECH ENGINEERING INC. 5301 VIRGINIA WAY SUITE 140 BRENTWOOD, TN 37027 v. 615.3 73.2 640 f. 615.373.4837 email@entechtn.com entechm.com COMPTON ASSOCIATES 3805 EDWARDS RD SUITE 390 CINCINNATI, OH 45209 PANERA SHELL MONTICELLO, MN PERMIT SET 04-08.24 24114 Ir•[i�T .Yy �l �[iIr•�7_�1q This drawing and the design shown is the property of the architect. The reproduction, copying or use of this drawing without their written consent is prohibited and any infringement will be subject to legal action. PLUMBING FLOOR PLANS ARCHITECTURE 2948 SIDCO DRIVE PLANNING NASHVILLE, TN 37204 ENGINEERING ((f)615.244.81411 GRAPHICS www.mjmarch.com J Q W N N z Q J N z 0 U W Z 3 0 z 0 Q V 0 J N Z 0 U) W PLUMBING ROOF PLAN SCALE: 1/4"=1'-O" PLUMBING FLOOR PLAN SCALE: 1/4"=1'-0" 2ol _ ii ' ii n 11 ` _ 11 , ❑ 11 11 \ I I I L_ n n n u / / / I 11 r / / 1 ❑ 11 11 11 OF LV _ _ L _ _ u „ u n / n u RAILROAD CROSSING /f�Y OTHERS) :I ---___---_ _--__ __ _ BITUw� I 120' DIA. MODULAR BLOCK N ► I - _ = _ - _ =====n ------ - - - \. PAVEMENT AT TRUCK RETAINING WA L - - - - _ _ - - - - --------__ L _ �_------, - -- FRONT DRIVE I \ TURNING - - <---- - - - - -- ---)-1 AREAS- _ - ---- - - - - -- �]YP.) / K` SIDEWALK DISPLAY I _-_- _ - - - 7 CONCRETE '9.- ----- _ _ _ _ - AREA - I\ - --__ lo' SCORING PATTERN A y' �_< � 1 �,'; ��'J--------__-_--_ ___ -- �' WILL CALL——,-- II 2ZVI n J. ' C \ ` OUTDOOR ,�(//� S"'� B EN ED I /'- �` - i II GARDENC LATER -SIDEWALK �`�'OMEp BUILDING �' <✓ I PLANTERS (TYP.) Ep�T MATERIALS DO SF STORAGE "47 -HOME IMPROVEMENT I In 4o WALL PACK � o%t%c` o / I .1( y JJ� _ WOOD SCREEN // 28,00o SF ��- -' SURMOUNTABLE FRONT SIDEWALK ARF EMERGENCY ^_` FENCE, 8' HIGH; /i -CONCRETE WITH EXIT , RETAIL ; ; ; TRAFFIC ISLAND LIGHTIN�GSPLAN �� / 120' D A. \♦ �_ T _ - - 2 FROM CURB / 30 SCORING PATTERN B, OCK 2 0 20000 SF �' SUPER �- (TYP.) = TRUCK I RETAIL - If I'll a CORRIDOR AT LOADING 4 _ FLUSH WITH N I ARGE�- TURNING _ ° 153.75' RETAIL ' 6000 SF •_ _`- -r - \= _ DOCK AREA 7� 5�8' BITUMINOUS PAVEMENT L�' 1 CANOPY PICKUP RETAIL �� J ' ' %% � , - I I II ,, 11 II (TYP. j 444.1 T AREA - CO CRETE TOOL RENTAL 9000 SF 20000 SF ; `� �50 Sc r - - - WITH STRIPI G - - _ , � I -FRONT CONRETE -� � / AREA - / 11 ' SIDEWALK AND FQ o Wo �l _ s 1 PLANTERS ' \ 1401 t �■ o� �J'p° ° _ 50' BLOCK 26 5� i n — u \=' FRONT CONRETE - _ C L n Ilu b �' SIDEWALK AND I " ` n , I PLANTERS (TYP.) to 2T - i RELOC :T 4 30' BITUMI SOUS \ ` \� u I H _ - TRAIL `\ (' _` I II - s ; 26 4" ROLLED CONCRETE - 63' \ ' I 7 I CURB AND GUTTER AT _-- 66 Q N F (BY CTH =RS) \� I .y, 572.67' BUILDING FRONT ` ACC , 1 to - V 3 ° ° ` - CO PAR O 5 s s �� _ ��p e° c Q Q (Ty 25 LOA - 24 I °..ti-� i a 21' DRAINAGE, ' ( W VE ,. tS�. ,I a �� 0 n ♦ \ Q PA ' v, 2s % ; ; -�- I° y o UTILITY, AND TRAIL s3' a w 12 ET EASEMENT VERIFY / G �� In ' 30 U i 4 ° ° , f Rg TTE , PL !-� o ENVIRONMENTAL �� z 63' P. H a H SOIL PROBE AR _ \, „ / 2 68 Z rto \ EG UTY Q af S o S 0) 00 _ P „ SA EA PAR R o CO% % - ( ° 20' 14 14 VE P � `ym� �`(U MO (TY R & MONU` a i ♦ ` ` \� P R ' r' �' - 3 33 ) SIGN - 7' HT. Ci ♦ tn�` I 'N I - 5 33 32 E C21 IIIIIII ; 8 , ' v UTILITY TRAILER ♦ `� � `\ �` �� , _ DISPLAY AREA �y - , Q -� 1 ----"--ROW ---- 472 14 50x1 RT 27, z ARK T \,. ♦♦ / �-' N _ -- DEDICATION`! --- � p 00 SF w - � P.) Y R IGH _ ` � 'o _ _ - - - _ 0 , _ ` I T J U 3 . — —8' _ 63' a IGH FV L ! T NOU LAN ` << ,r - �► ------<� a-' till EV RE �, Q AIL SRD N NG T (TYP zo'� %��''ROW ?vv EL _Z I —(BY > N "00 SF DEDICATIOf� ;� \ �-� Y 19' I , i �/ a `\ ♦ ♦ s �8 TRAIL(1' OFF P Q 17 z - I , s ♦ ♦ �� ,� ' ( S GNUMEN �� 4 ls' - - � �� ►CD a - I I I 2 D s SIGN 6 HT. 6 BOULEVAR i TYPE B ° 3 ♦ ♦ - AT TURN LANE �;, wry-, N Q - I sh' - / - �' -' CONCRETE /. �/` BY OTHtKa) a�RC1� - s , �,, � =' PLAZA AND - MONUMENT C;- -I BENCHES \ - @TMHMw(- I I i 3 1I a ' - N In - -_ SIGN 12 HT.�. URE DEV �''`� I I I I I I I I I I I I I I I I I ___---- - -- _- I 1 - ; '; o` _-,• - ■ _ 204 PARKING SPACES pp II i I I I I I I I I I ------- - _----------- - - -__- -_ '3� - _ _ - r` \ \ �r ' (ail I I I 11�110 - ___--- - _ _ _ �► / / �► /, / -�------------------------------------------------ -_ a EXISTING \ ♦ / - - MONUMENT <<<< - ----------------------------------------------------_ ___ --- -- __ __ - ---- --- - JJ - -7SIGN - 6' HT. �' ��° --- ---- •� �►' <----- --- ----- - -------- ---- - - ------ ____----- _ _ �� PEDESTRIAN - - TYPE D // -� --__-"--------- -r' . t ` -------- --- 11 ------------------- - _ _ - 8 TRAIL BRIDGE AND - I - - EST ------- -------- 1' """------------- BACK OF CURB RELOCATED TRAIL _ --- - REST R - - ----- ---- __-- - - - ! , - - RE T MONUM NT t 1--<1 <«<,_,_,_,_, --------- ---------------- --- / : / - -- �- _ -- ------ O' BOULEVARD )_--___= -- - - (BY OTHERS r - - F _ - -- " --- -- - S - - R - 0 _ E - 5 - _ _ - ou - _ / � I = = I� 8000 `s - ----- - - ----- --•� ---- SIGN __� -------------------------- ouNDaRY ------ ------------------ STORM --------- RECONFIGURE -------------- --- 'Sp E •` - =-�v,fJl D I _-- - B ------ L 1 OFF P OF BOUNDARY __________ ___________ __-___---------_----------------- --- -- � � J FENCE D•4 � (BY OTHERS �-� ti STORM POND -- 'I I ------ \ \ - E- - U %-------------------------------------------------------------- - - _-\ IIII � �= _ _ _ _ AT BOULEVARD LANE ---- J _ _ _ _ _ _-- 8 TRAIL ----------------______________________--------------- - - -------- - - -- \ -' ■ ' _ _ _ - - - ZPYLON 10' BOULEVARD (---------------------- -- - - - - - _ - - - - - BY OTHERS) 1 \ f ---- - ------------------ ---- ♦ - _ SIGN - 50' HT. (BY OTHERS) --------------------- ---------- - - \ o / ■ � - - - - - TYPE A ----------- -------- - -- -F-_ --== o - - - - - _----------- _ __- - -- ------------------------- L 3 / / ■ J---------------------------------------- ------------- i N \\\\♦ ♦ `A\\ OVERALL SITE EXISTING ZONING: 1-1 (LIGHT INDUSTRIAL) PROPOSED ZONING: B-4 (BUSINESS) IN PROGRESS BUILDING SETBACK FOR B-4 0' PER CODE 3.3.0 AREA BLOCK 1, LOT 1 14.089 AC BLOCK 2, LOT 1 10.404 AC BLOCK 2, LOT 2 6.227 AC BLOCK 2, LOT 3 1.265 AC OUTLOT A 1.077 AC OUTLOT B 3.830 AC OUTLOT C 3.855 AC OUTLOT D 0.487 AC R.O.W. DEDICATION 6.419 AC TOTAL 47.653 AC DEVELOPABLE LOTS (EXCLUDING OUTLOT D & R.O.W.) LOT AREA: BUILDING AREA: PARKING PROVIDED: (ACCESSIBLE PARKING INCLUDED, CART CORRALS NOT INCLUDED) PARKING RATIO: PARKING AREA: PARKING LANDSCAPE REQUIRED: (180 SF PER 5000 SF) PARKING LANDSCAPE PROVIDED: B0 _Tr —— ` _`� —__`— US NDH zz BUILDING I 1 Ex/ST/NG BU/(D/P \-J�1 BLOCK 1, LOT 1 - SUPER TARGET SITE 8' TRAIL- T ING It_ BLOCK 2, LOT 2 OUTLOT A OUTLOT C LOT AREA: 14.089 AC LOT AREA: 6.227 AC LOT AREA: 1.077 AC LOT AREA: 3.855 AC BUILDING AREA: 174,550 SF BUILDING AREA: 54,000 SF BUILDING AREA: 5,000 SF BUILDING AREA: 19,200 SF PARKING PROVIDED: 827 SPACES PARKING PROVIDED: 309 PARKING PROVIDED: 28 PARKING PROVIDED: 205 (ACCESSIBLE PARKING INCLUDED, (ACCESSIBLE PARKING INCLUDED) (ACCESSIBLE PARKING INCLUDED) (ACCESSIBLE PARKING INCLUDED) CART CORRALS NOT INCLUDED) PARKING RATIO (309/54): 5.72 SP/1000 SF PARKING RATIO (28/5): 5.6 SP/1000 SF PARKING RATIO (205/19.2): 10.7 SP/1000 SF PARKING RATIO (827/174.5): 4.74 SP/1000 SF PARKING AREA: 105,705 SF PARKING AREA: 13,382 SF PARKING AREA: 74,486 SF PARKING AREA: 248,803 SF PARKING LANDSCAPE REQUIRED: 3,805 SF PARKING LANDSCAPE REQUIRED: 482 SF PARKING LANDSCAPE REQUIRED: 2,681 SF PARKING LANDSCAPE REQUIRED: 8,957 SF (180 S.F. PER 5000 S.F) (180 S.F. PER 5000 S.F) (180 S.F. PER 5000 S.F) (180 S.F. PER 5000 S.F) PARKING LANDSCAPE PROVIDED: 7,688 SF PARKING LANDSCAPE PROVIDED: 574 SF PARKING LANDSCAPE PROVIDED: 5,368 SF PARKING LANDSCAPE PROVIDED: 9,692 SF BLOCK 2, LOT 1 - HOME DEPOT SITE 40.93 AC LOT AREA: 388,750 SF BUILDING AREA: 2,094 (GARDEN CENTER): PARKING PROVIDED: (ACCESSIBLE PARKING INCLUDED, 5.39 SPACES CART CORRALS NOT INCLUDED) 715,864 SF PARKING RATIO (485/102.5): 25,878SF 878 PARKING AREA: 42,670 SF PARKING LANDSCAPE REQUIRED: (180 S.F. PER 5000 S.F) PARKING LANDSCAPE PROVIDED: 10.404 AC 102,500 SF (28,000 SF) 485 4.73 SP/1000 SF 180,363 SF 6,601 SF 8,222 SF IN OUTLOT D b LOT AREA: 0.487 AC 0 100 200 300 R.O.W. DEDICATION SCALE IN FEET BLOCK 2, LOT 3 OUTLOT B LOT AREA: 6.419 AC LOT AREA: 1.265 AC LOT AREA: 3.830 AC GENERAL LEGEND BUILDING AREA: 11,500 SF BUILDING AREA: 22,000 SF PARKING PROVIDED: 74 PARKING PROVIDED: 166 (ACCESSIBLE PARKING INCLUDED) (ACCESSIBLE PARKING INCLUDED) DENOTES EXISTING PROPERTY LINE PARKING RATIO (74/11.5): 6.43 SP/1000 SF PARKING RATIO (166/22): 7.55 SP/1000 SF PARKING AREA: 27,778 SF PARKING AREA: 65,347 SF DENOTED EXISTING CURB AND BUILDING PARKING LANDSCAPE REQUIRED: 1,000 SF PARKING LANDSCAPE REQUIRED: 2,352 SF (180 S.F. PER 5000 S.F) (180 S.F. PER 5000 S.F) DENOTES PROPOSED PUBLIC CURB (BY OTHERS) PARKING LANDSCAPE PROVIDED: 4,451 SF PARKING LANDSCAPE PROVIDED: 6,675 SF DENOTES PROPOSED PRIVATE BUILDING DENOTES PROPOSED PRIVATE CURB DENOTES FUTURE PRIVATE BUILDING DENOTES FUTURE PRIVATE CURB :co .o 1� 1 � �o :co a� o I ate-- L -0 i C 1 � i I � 0) :w 0 z a� a� 0 L U U) 0 0- o 55 O O N 4 10 'Lo r 0 � ai V `: o r U `E z O d C a•' fA m C C C `l a 0 m �I 7. 0 C c iA _� 0 co H 0- U) z U o U N N ,n uj vi u o A h U � nu z zh�� 2 z O Q J w of (D z 1= U) Q J (D z N � U m �i d81 Im C z ao - ^ C O 1 888 Oa 1 � L i N C u Y �+ E P' w o N 0 O i L U TN� C SON L O VI sW cd �L7 0o L)o �_ cnao cso N ' c� 0 a m m a am a -0 a � c � 0 3 u a) L_ _c ��6 m a a co U o a U a U 0 L W N 0 � � Ln c Lo O •0 1 T 4? 1 4 CDfo r 0 60 160 SCALE IN FEET tit— 711 ---------_____ E LIN I GT� N NOF� 1 I—LHN ceC SANT � _ i A F BURL /NGTO - r— o��K HERN&SgNTEFERq/LROgO BLOCK 2 ----____--__— GARDEN CENTER HOME DEPOT I 102, 500 SF LOT 2 Tom- DOCK 1 8,000 SF. I I BL I O RETAIL _ CK 2 s0000sF 1 S - m UPERTARGET IoosF I RETAIL —JI LOTRETAIL 1 RETAIL 20000SF I 174,550SF = so 9000 SF ujI BLOCK 1 = 0 OT e — i —' �'-_ i ! LOT 1 I 1 I !Lu .0 — I- -TE::� 1 , wmO I � J 1—• CL -_ vl I 1 / SIGN 5 _ rN W 5000 SF FUT RE LOT 3 EL RETAIL I _ I �I1TpRE DV 1 _ NT OUTLOT D o T� SI 1 — REST REST 1 - = 5600 SF 5600 SF SO�RFS 1 — — T \ SIGN 1 --- SIGN, IN i crro,ATE HIGHWAY 56 RYAN 40 BUILDING LASTING RELATIONSHIPS p RYAN COMPANIES US, INC. iIN 50 South Tenth Su—, Suit, 300 Minneapolis, MN 55403-2012 612-492-4000 t,l 612-492-3000 f— W W W.RYANCOMPANIES.COM J PROJECT NAME UNION CROSSINGS LOCATION MONTICELLO, MINNESOTA SHEET TITLE SIGNAGE EXHIBIT REVISIONS NAME #X)= SHEET NUMBER 1 DRAWN BY CHECRED BY CAB SJB JOB NUMBER DATE 209-109 612105 L I 1 ?' A > :, 11 2:� 4" 122 8„ SIGN 1 6' 6' SIGN 6 1 r,1VCllV 1 .r SIGNS 2, 3, 4 M t I- ly MAI`"T TULAM TENAI�"T TENANT SIGN 7 57 RYAN BUILDING LASTING RELATIONSHIPS RYAN COMPANIES US, INf_ 50 Sind. Te'nh Saes, Suim 300 Ml—"Ii., !1SN 55403-2012 612- 92J000 .1 612-492,3000 fu W WVAYANCOMPANIP9.COM PROJECT NAME UNION CROSSINGS LOCATIOIN ONTICELLO, MINNESOTA SFRET TITW SIGNAGE EXHIBIT REVISIONS mom #mOX SHEET NUMBER 2 DRAWN BY CHECRF.DRY CAR SJB JOB NUMBER DATE: 209-100 612105 CITY OF Mont e o April 30, 2024 Re: Panera City Project # 2024-18 58 OFFICE:763-295-2711 FAX:763-295-4404 505 Walnut Street Suite 1 I Monticello, MN 55362 The Engineering Department has reviewed the Civil Plans for the Panera site dated 4-8-2024 as prepared by Westwood and offers the following comments: General Comments 1. In the NW corner of the site the existing access drive is missing curb and will need to be installed with the project. 2. The sanitary service pipe shall be SDR26. 3. Tracer wire shall follow Appendix D of the Monticello specifications (https://www.ci.monticello.mn.us/DocumentCenter/View/881/Appendix-D-Tracer- Wire) 4. Plans shall include the required notes from the design manual #10 required notes on page 3(httr)s://www.ci.monticello.mn.us/DocumentCenter/View/121/Design-Manual--- Plan-Requirements-and-Design-Guidelines-PDF) 5. The fire and building departments will review required fire hydrant location(s) and emergency vehicle access/circulation. 6. Consider making sidewalk connection to 7th street sidewalk and/or to sidewalk on north side of internal drive. 7. Consider extending drive-thru curb to prevent cars from cutting into drive-thru lane. 8. If 1 acre or more is proposed to be disturbed a SWPPP will need to be created and implemented and NPDES construction stormwater permit will be required. 9. Streets, parking lots, and utilities shall be designed in accordance with the applicable City Subdivision Ordinances and the City's General Specifications and Standard Details Plates for Street and Utility Construction. The City is not responsible for errors and omissions on the submitted plans. The owner, developer, and engineer of record are fully responsible for changes or modifications required during construction to meet the City's standards. Please have the applicant provide a written response addressing the comments above. Please contact the Engineering Department with any questions. Sincerely, Ryan Melhouse Assistant City Engineer www.ci.monticello.mn.us City Council Agenda: 5/28/2024 2K. Consideration to amend the Conditional Use Permit for Electric Vehicle Charging Stations as an Accessory Use in the B-3, Highway Business District. Applicant: Doug Walkup Prepared by: Meeting Date: ® Consent Agenda Item Grittman Consulting, Stephen Grittman, 5/28/2024 ❑ Regular Agenda Item City Planner Reviewed by: Approved by: Community Development Director, City Administrator Chief Building and Zoning Official, Community & Economic Development Coordinator, Project Engineer ACTION REQUESTED Planning Commission recommended approval of the Conditional Use Permit. Motion to amend the Conditional Use Permit for Electric Vehicle Charging facilities as an Accessory Use based on findings in Resolution PC-2024-014 and subject to the Conditions of Exhibit Z. REFERENCE AND BACKGROUND Property: Address Legal Description PID #: Planning Case Number: 2024-17 110 Oakwood Drive East, Monticello, MN Lot 7, Block 1, Monticello Travel Center 2nd Addition [I�.'Y.1KIM111XIX91 Request(s): Conditional Use Permit for an amended CUP to a Vehicle Fuel Sales facility adding Electric Vehicle Charging Stations. Deadline for Decision: June 8, 2024 (60-day deadline) August 7, 2024 (120-day deadline) Land Use Designation: Community Commercial Zoning Designation: B-3, Highway Business Overlays/Environmental Regulations Applicable: Freeway Bonus Sign Overlay District Current Site Uses: Vehicle Fuel Sales/Car Wash and Convenience Retail City Council Agenda: 5/28/2024 Surrounding Land Uses: North East: South West: Commercial -Restaurant Commercial Retail/Service Mixed Commercial Highway 25/Mixed Commercial Project Description: The proposed site is a Vehicle Fuel Sales facility with a Convenience Retail building and an attached self-service car wash to the rear (south) of the building. In this same area is accessory parking which includes access to and from the car wash and to an internal private street system. The site is part of an existing CUP for Planned Unit Development which includes the development of Convenience Retail and Vehicle Sales uses. The project consists of converting the curb line of the existing rear parking area to accommodate electric vehicle charging stations and equipment. In the initial phase, only 4 of the existing 13 parking spaces would be utilized to accommodate the charging stations, although the CUP request incorporates all 13 at this time to avoid the need for future re -application. The project relocates the existing vacuum mechanical equipment that supports the car wash. The remaining spaces will continue to serve as parking, although the applicant indicates plans to add additional charging equipment over time. The installation also includes mechanical equipment including a switchgear and a transformer. The applicant indicates the proposed EV charging facilities would be available to the public and not specific to any particular vehicle brand. ANALYSIS Zoning. The subject site is zoned B-3, Highway Business. Within B-3 districts, Vehicle Fuel Sales facilities are allowed by conditional use permit. The existing commercial facility was reviewed and approved by CUP. The addition of accessory electric vehicle charging stations to the existing site use requires an amendment to the CUP, which is treated and processed in the same manner as a new Conditional Use Permit. Setbacks. The B-3 District setbacks and other building -related standards are not affected by the project, which proposes only altering the parking area south of the building. However, the applicable setback from the public right-of-way applies to the proposed mechanical equipment located in the south corner of the site. The proposed transformer location appears to be approximately 14 feet from Highway 25 right-of-way. City Council Agenda: 5/28/2024 The transformer structures are subject to the required 20-foot setback for accessory structures and must be relocated or shifted in some way to meet that standard. In addition, the switchgear and transformer equipment should be screened with landscaping from view of Highway 25. The transformer cabinet appears to be approximately 6 feet, 6 inches in height. No separate landscaping plan is included with the application package. Other Elements. Two other aspects of the site use are impacted by the revisions to the site plan, each discussed separately below. Landscaping. As noted above, a landscaping plan is required to illustrate a vegetative screen for the transformer and switchgear equipment. That plan should consist of a combination of evergreen shrubs that screen the view of the equipment from passing traffic on Highway 25. In addition to this screening, the plan proposes to remove two existing trees that were a component of the original landscape. Those two trees should be replaced on the property to continue compliance with the existing Conditional Use Permit. If those trees are replaced with evergreen trees such as Spruce, they may also serve as a component of the required screening. Parking Supply. The proposed project repurposes the current 13 open parking spaces to serve as charging stations for electric vehicles, in a phased process. The site currently consists of a retail building of approximately 3,700 square feet (not including the car wash). The parking requirement for a building of this size is one space per 200 square feet of (net) floor space (exclusive of coolers, restrooms, storage, etc.), which would result in a parking requirement of 12 to 15 spaces, depending on the floor layout. Parking in front of the building accommodates 14 parking spaces, and there is other "informal" parking space on the site. At the time of the site's original approval for development, the site required a minimum of 14 parking spaces per the zoning ordinance standards in place at that time. The rear parking being converted to EV charging would not be required for compliance with the code for parking supply and as the spaces are not signed for exclusive EV use, they would be available for overflow parking demand. Vacuum Mechanical Equipment. The plan proposes to relocate the existing vacuum equipment used by car wash patrons to another location on the site. However, no proposed location is included as a part of the current proposal. Because only four of the EV charging stations are a part of the initial phase, the current vacuum site is not necessarily affected by the initial phase of work. However, the applicants will need to identify the proposed relocation site as a part of the current project. Because the exit lane for the car wash is short, there does not appear to be room in that area. There is no specific requirement for a vacuum facility, and it may be removed from the plan — in either case, this aspect of the project should be addressed as a part of the current CUP City Council Agenda: 5/28/2024 amendment review. As noted above, this CUP request includes all 13 spaces, understanding that they will be phased in over time. Si.Rna.Re. The applicants have not detailed any additional on -site signage for commercial or directional purposes. Any signage will need to meet the City's sign ordinance requirements and be subject to separate permitting. Conditional Use Permit Criteria. Approval of a conditional use permit application (including amendments) requires that the City find that conditions can be established to ensure that all the following criteria will always be met: (i) The conditional use will not substantially diminish or impair property values within the immediate vicinity of the subject property. Staff Comment: Attending to the concerns noted in the report, including landscape screening and compliance with other code standards would avoid the likelihood that property values would be affected by the change. (ii) The conditional use will not be detrimental to the health, safety, morals, or welfare of persons residing or working near the use. Staff Comment: The charging stations contribute to health and safety, and do not have any likely detrimental impacts. (iii) The conditional use will not impede the normal and orderly development of surrounding property for permitted uses predominant in the area. Staff Comment: No access or development will be impacted by the proposed accessory charging stations. (iv) The conditional use will not pose an undue burden on public utilities or roads, and adequate sanitary facilities are provided. Staff Comment: Construction of the charging station is not expected to have an impact on utilities or roads. The applicants will need to separately address electric utility service to the site. (v) The conditional use can provide adequate parking and loading spaces, and all storage on the site can be done in conformance with City Code requirements. Staff Comment: The existing site supplies adequate on -site parking without the need for the parking spaces being converted by this project. The charging sites nonetheless provide parking space for EV customers, and others who may need overflow space when necessary. City Council Agenda: 5/28/2024 (vi) The conditional use will not result in any nuisance including but not limited to odor, noise, or sight pollution. Staff Comment: As noted above, the visibility of the transformer equipment could raise issues with this element, particularly regarding visibility, and occasionally with regard to ongoing maintenance and access. The addition of landscape screening will address this K�IiLKa1i1F (vii) The conditional use will not unnecessarily impact natural features such as woodlands, wetlands, and shorelines, and all erosion will be properly controlled. Staff Comment: No impacts to any natural features are expected with this project. (viii) The conditional use will adhere to any applicable additional criteria outlined in the Zoning Ordinance for the proposed use. Staff Comment: With the modification to meet the 20-foot setback from Highway 25, and the other conditions identified in Exhibit Z, the project will be in compliance with relevant zoning requirements. Budget Impact: The applicant submits an escrow with their land use application that is used to cover the costs of review of the application, including staff and consulting time. II. Staff Workload Impact: Staff time in the review of application included Community Development and Engineering staff, estimated at 6-8 hours in total. III. Comprehensive Plan Impact: The Monticello 2040 Plan includes an overall theme for sustainability and notes that the City should work to support energy providers as they transition to carbon -free energy sources. PLANNING COMMISSION REVIEW AND RECOMMENDATION Planning Commission reviewed the proposed ordinance and held a public hearing on the item during its regular meeting on May 7, 2024. During their discussion on the item, the Commission clarified the required setbacks for the mechanical equipment. Staff verified both internal and public street side setbacks, noting the easterly street is a private street. J.J. Benson addressed the Commission addressed the Commission as the applicant's representative. The Commission had no questions for the applicant. No other public was present to address the Commission on this item. Following discussion, the Commission recommended approval of the amendment to Conditional Use Permit unanimously. City Council Agenda: 5/28/2024 STAFF RECOMMENDED ACTION Staff recommends approval of the CUP amendment with the conditions listed in Exhibit Z. The applicant proposes an alteration to existing parking spaces, adding accessory use electric vehicle charging to an area of surplus parking. To avoid any negative impacts of this improvement, staff recommended alternatives related to the location of the transformer equipment, and landscaping to screen the equipment and replace other trees being removed. SUPPORTING DATA A. Resolution PC-2024-14 B. Aerial Site Image C. Applicant Narrative D. Plan Set, dated April 2, 2024 Z. Conditions of Approval EXHIBIT Z CONDITIONS OF APPROVAL CONDITIONAL USE PERMIT AMENDMENT FOR AN ELECTRIC VEHICLE CHARGING FACILITY ADDRESS: 110 OAKWOOD DRIVE EAST, MONTICELLO, MN 55362 LOT 7, BLOCK 1, MONTICELLO TRAVEL CENTER 2No ADDITION PI D: 155-202-001070 1. The plans are revised to shift the location of the mechanical equipment to meet the required 20-foot setback from Highway 25. 2. The project is constructed per the plans provided, with incorporation of the recommendations made by the Planning Commission and the staff report. This CUP incorporates an approval for all 13 proposed charging sites, phased in over time. 3. Prior to installation of additional charging stations following the first phase of construction, the applicant shall provide a site plan demonstrating parking supply on site meets the demand of both customer and staff parking in addition to the spaces with charging stations. Said site plan will be subject to review by the Community Development Department. 4. The plans are supplemented to add landscape screening consisting of evergreen shrubs and/or trees to screen view of the mechanical equipment from the view of Highway 25 traffic. City Council Agenda: 5/28/2024 5. The applicant provides replacements for the two trees proposed to be removed by the project. 6. Signage and other components related to the project meet all zoning requirements and are subject to permitting as required. 7. Comments and recommendations from the City's Engineering Staff. 8. Comments and recommendations of other Staff and the Planning Commission. CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-14 RECOMMENDING APPROVAL OF AN AMENDMENT TO A CONDITIONAL USE PERMIT FOR AN ACCESSORY ELECTRIC VEHICLE CHARGING STATION IN A B-3, HIGHWAY BUSINESS DISTRICT ADDRESS: 110 OAKWOOD DRIVE EAST, MONTICELLO, MN 55362 LEGAL: LOT 7, BLOCK 1, MONTICELLO TRAVEL CENTER 2ND ADDITION PID 155-202-001070 WHEREAS, the applicant has submitted a request to amend an existing Conditional Use Permit for an accessory electric vehicle facility as part of a vehicle fuel sales use; and WHEREAS, the proposed charging facility would alter the existing condition by modifying the curb line of an existing parking area, and adding charging equipment; and WHEREAS, the proposed use would have no other expected impacts on the site; and WHEREAS, the site is zoned Highway Business (B-3), which allows such use as an accessory use by Conditional Use Permit; and WHEREAS, the use would continue to be consistent with the long-term land use plan for the City and the location, including the designation of the site for "Community Commercial" uses; and WHEREAS, the applicants have provided materials documenting that the proposed use facilitate long-term use of the site for alternative fuel vehicles; and WHEREAS, the applicants have provided materials documenting that the proposed use will comply with the terms and standards of the zoning ordinance with the recommendations approved by the Planning Commission; and WHEREAS, the Planning Commission held a public hearing on May 7th, 2024 on the application and the applicant and members of the public were provided the opportunity to present information to the Planning Commission; and WHEREAS, the Planning Commission has considered all of the comments and the staff report, which are incorporated by reference into the resolution; and WHEREAS, the Planning Commission of the City of Monticello makes the following Findings of Fact in relation to the recommendation of approval: 1. The applicant has provided plans demonstrating that the proposed facility will be in compliance with the standards for electric vehicle charging facilities found in the zoning ordinance. CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-14 2. The applicant has provided plans demonstrating that the use will improve long- term use of the site for a transition to electric vehicle use. 3. The parcel is intended for commercial uses, which is the existing and proposed use of the property. 4. The operation of the business will not create noise, odors, visual impacts, or other noticeable impacts on the property or the neighborhood beyond those expected for allowed uses in the zoning district. 5. The use will improve convenience to customers and to the public, consistent with the City's economic development objectives for commercial property. NOW, THEREFORE, BE IT RESOLVED, by the Planning Commission of the City of Monticello, Minnesota, that the Planning Commission hereby recommends that the Monticello City Council approve the amendment to the Conditional Use Permit for electric vehicle charging facilities as an accessory use, subject to the conditions identified in Exhibit Z of the Staff report, as listed below: 1. The plans are revised to shift the location of the mechanical equipment to meet the required 20-foot setback from Highway 25. 2. The project is constructed per the plans provided, with incorporation of the recommendations made by the Planning Commission and the staff report. This CUP incorporates an approval for all 13 proposed charging sites, phased in over time. 3. Prior to installation of additional charging stations following the first phase of construction, the applicant shall provide a site plan demonstrating parking supply on site meets the demand of both customer and staff parking in addition to the spaces with charging stations. Said site plan will be subject to review by the Community Development Department. 4. The plans are supplemented to add landscape screening consisting of evergreen shrubs and/or trees to screen view of the mechanical equipment from the view of Highway 25 traffic. 5. The applicant provides replacements for the two trees proposed to be removed by the project. 6. Signage and other components related to the project meet all zoning requirements, and are subject to permitting as required. 7. Comments and recommendations from the City's Engineering Staff. 8. Comments and recommendations of other Staff and the Planning Commission. ADOPTED this 7th day of May, 2024 by the Planning Commission of the City of Monticello, Minnesota. MONTICELLO PLANNING COMMISSION 2 CITY OF MONTICELLO WRIGHT COUNTY, MINNESOTA PLANNING COMMISSION RESOLUTION NO. PC-2024-14 By: 0 Paul Konsor, Chair ATTEST: Angela SchumbnlJC4mmunity Development Director Consideration of an Amendment to a Conditional Use Permit Legal: Lot 7, Block 1, Travel Center 2nd Addition; PID: 155202001070; 110 Oakwood Dr E Created by: City of Monticello Proiect Narrative: 110 Oakwood Dr E. Monticello, MN 55362 This is a project to install electric vehicle chargers with a new electrical service in the parking lot of this existing Holiday Gas Station. We are proposing to install (2) Terra ABB 184 electric vehicle chargers and prep for the future installation of (4) additional chargers and a new electrical service including a new transformer and switchboard; relocating existing vacuum cleaners; removing and replacing (1) light pole and installing (1) new light pole; removing and replacing concrete curb and parking re -striping and stencil. These chargers will operate during the same hours as the existing station, 24 hours a day, 7 days a week and will be available for public use. This project is in line with the conditional use permit approved on 11/5/2005 (order # 05-051) granting the use of the property for motor fuel station in this B-3 district. This project complies with the standards and requirements set by Ordinance No. 797 and we are requesting approval to amend the existing CUP as required under Section 5 of this ordinance. Thank you, Doug Walkup Sr. Permit Coordinator M: (740) 801-1615 douglas.walkup@owlservices.com 6235 Southern Blvd. Youngstown, OH 44512 6 \I I N INSTALLATION OF ELECTRIC VEHICLES CHARGING EQUIPMENT VICINITY MAP J) dwple �dn Tr 1 I SITE i (. Thomas��53% 01 r / s:lDr' J[Zfe��ti 107 r_.�.— - r__ , CONTRACTOR NOTE CONTRACTOR SHALL COMPLETE INSTALL PER THE SIGNED AND THE SEALED SET OF DRAWINGS. ANY NECESSARY DEVIATIONS FROM THE DRAWINGS MUST BE SUBMITTED THROUGH AN RFI REQUEST PROCESS WITH ENGINEERING FOR AN APPROVAL PRIOR TO CONTRACTOR PROCEEDING WITH A DEVIATION OF THE SIGNED AND SEALED SET OF DRAWINGS. CIRCLE K 2746344 - MONTICELLO 110 OAKWOOD DR, MONTICELLO, MN 55362 AERIAL MAP CALL BEFORE YOU DIG DO NOT SCALE DRAWINGS Know what's below Call before you dig. CONTRACTOR SHALL VERIFY ALL PLANS, EXISTING DIMENSIONS & CONDITIONS ON THE JOB SITE & SHALL IMMEDIATELY NOTIFY THE ENGINEER IN WRITING OF ANY DISCREPANCIES BEFORE PROCEEDING WITH THE WORK. PROJECT DESCRIPTION • INSTALL (1) UTILITY TRANSFORMER • INSTALL (1) SWITCHBOARD ASSEMBLY • INSTALL (2) ABB TERRA 184 DISPENSERS • PREP FOR (4) FUTURE ABB TERRA 184 DISPENSERS • NEW PARKING LOT STRIPING • NEW CONCRETE CURBING DRAWING INDEX SHEET NO. SHEET TITLE REV NO. CS COVER SHEET & PROJECT INFORMATION 1 C-1 OVERALL SITE PLAN 1 C-2 DEMOLITION SITE PLAN 1 C-3 ENLARGED SITE PLAN 1 D-1 DETAILS 1 D-2 DETAILS 1 E-1 ELECTRICAL SITE PLAN 1 E-2 ELECTRICAL SINGLE LINE DIAGRAM 1 E-3 ELECTRICAL CONDUIT DETAILS 1 E-4 ELECTRICAL SPECIFICATIONS 1 E-5 DISPENSER CUT SHEETS 1 E-6 SWITCHGEAR CUT SHEETS 1 E-7 ELECTRICAL SYMBOLS AND ABBREVIATIONS 1 FOR REFERENCE ONLY DRAWINGS OWL4,140`4* I Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J W N Uwe Z�� 0 z o75; i �00 � > J C'7 O W ti Q U_ cv 0 OZ J � U L.L A, u 0 (L v W G Z 0 U) 2 W t- a c 0 Z DATE 4/2/2024 SHEET TITLE COVER SHEET ENGINEER OF RECORD SHEET NUMBER NAME: PE#: CS ENGINEERING COMPANY NAME: PAGE NUMBER 1 OF 13 ,r� FA" A N h) PROPOSED AREA OF WORK / .0000, 10000, L \1 64, OF OVERALL SITE PLAN N SCALE: 1" = 20' OWLS Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J J LLJ N Uwe M Z0�Lo 0 0Z 0 � �00 M J cfl W ti Q U 0-4_ 0� �e _OZ J � U ry A, DATE 4/2/2024 SHEET TITLE OVERALL SITE PLAN SHEET NUMBER C-1 PAGE NUMBER 2OF13 8 z DN OF CURE g,-0r, REMOVE EXISTING LIGHT POLE 11'-6'r j j j GRIND DOWN EXISTING STRIPING FOR NEW STALLS AS NEEDED RELOCATE EXISTING VACUUM CLEANERS — COORDINATE WITH OWNER FOR LOCATION CD L k 64'-0" - - - - - 7 k REMOVE PORTION OF EXISTING CONC. CURB (TYPICAL OF 4) 0 DEMOLITION SITE PLAN SCALE: 1 /4" = V-0" GENERAL NOTES 1. THE CONTRACTOR SHALL HAVE ALL UTILITIES LOCATED PRIOR TO BEGINNING WORK 2. THE CONTRACTOR SHALL RETURN SIDEWALKS, LANDSCAPING PLANTERS, IRRIGATION SYSTEMS, AND ANY OTHER FACILITIES DISTURBED BY THE WORK TO THE SAME OR BETTER CONDITION THAN EXISTED PRIOR TO THE COMMENCEMENT OF THE WORK. 3. ALL QUANTITIES LISTED IN THE DEMOLITION QUANTITIES TABLE ARE ONLY APPROXIMATIONS. THE CONTRACTOR SHALL VERIFY ALL QUANTITIES BEFORE DEMOLITION. 4. ALL EXCAVATED MATERIALS ARE TO BE DISPOSED/STOCKPILED IN A LEGAL MANNER. 5. DUST CONTROL TO BE USED AS NEEDED. OWL4 uMobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J J W N Uwe � M Z Lo 0OZ 0 �00 C > J M � � W ti Q U N _ 0� �e _OZ J U ry A, O Z DATE 4/2/2024 SHEET TITLE DEMOLITION PLAN SHEET NUMBER REMOVE EXISTING LIGHT POLE 11'-6'r j j j GRIND DOWN EXISTING STRIPING FOR NEW STALLS AS NEEDED RELOCATE EXISTING VACUUM CLEANERS — COORDINATE WITH OWNER FOR LOCATION CD L k 64'-0" - - - - - 7 k REMOVE PORTION OF EXISTING CONC. CURB (TYPICAL OF 4) 0 DEMOLITION SITE PLAN SCALE: 1 /4" = V-0" GENERAL NOTES 1. THE CONTRACTOR SHALL HAVE ALL UTILITIES LOCATED PRIOR TO BEGINNING WORK 2. THE CONTRACTOR SHALL RETURN SIDEWALKS, LANDSCAPING PLANTERS, IRRIGATION SYSTEMS, AND ANY OTHER FACILITIES DISTURBED BY THE WORK TO THE SAME OR BETTER CONDITION THAN EXISTED PRIOR TO THE COMMENCEMENT OF THE WORK. 3. ALL QUANTITIES LISTED IN THE DEMOLITION QUANTITIES TABLE ARE ONLY APPROXIMATIONS. THE CONTRACTOR SHALL VERIFY ALL QUANTITIES BEFORE DEMOLITION. 4. ALL EXCAVATED MATERIALS ARE TO BE DISPOSED/STOCKPILED IN A LEGAL MANNER. 5. DUST CONTROL TO BE USED AS NEEDED. OWL4 uMobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J J W N Uwe � M Z Lo 0OZ 0 �00 C > J M � � W ti Q U N _ 0� �e _OZ J U ry A, O Z DATE 4/2/2024 SHEET TITLE DEMOLITION PLAN SHEET NUMBER C-2 PAGE NUMBER 3OF13 I / / PROPOSED TRANSFORMER / PROPOSED SWITCHGEAR ON NAL BASE NEW CURB SURROUNDING WL4 TERRA 184 CHARGERS p 1 ��\ 1 Mobility (TYPICAL OF 6) L v --� PROPOSED � / TERRA 184 CHARGER 2'-0» \ ON NAL BASE herebyo ars plan, OF 2) spt,o t w repared 6" by an me or under my direct supervision f'I ` 4 + r n I Profess d that onal Engineerduly under the laws f {. O 4 — 0 r 4 : of the state of Minnesota `— — — — — —/ Signature: r O 1 1 O 1 1 O 1 Name: Phillip J Jaminet —1 — \ Date: License Number. 62439 Lt PROPOSED NAL X—LAST BOLLARD ---- --J LIGHT POLE (TYPICAL 6) PROPOSED I LIGHT POLE ), ) 77 / , „ , „ ) ), , ,) , „ 11 —0 6 —0 14 —6 6 —0 12 —0 6 —0 6 —6 / / o O / 00 J J LLl N w `� z " Opp O t �00 � > J c0 >Y W � tiQU / 11,_0,� 5,-0►, f 9�_0�, f 9'-0l, f 9,-0►, f 9�_0�, 9�_0�, / CN QO �z Z PROPOSED EV I w Q PARKING STENCIL J (TYPICAL 4) NEW 4" PARKING STRIPING U U INITIAL EV CHARGERS I FUTURE EV CHARGERS (SEE GENERAL NOTE 1) FUTURE EV PARKING STENCILS TO BE ADDED UPON NEW 4" PARKING STRIPING INSTALALTION OF CHARGERS (TYPICAL 8) 1 1,-0„ , 51-0„ , 9'-0„ , 9'-0„ , 9'-0„ , 9'-0„ , 9'-0» Z o a c fn W G Z O >h W G N ENLARGED SITE PLAN z °r° SCALE: 1 /4" = 1'-0" DATE 4/2/2024 FUTURE SHEET TITLE TERRA 184 CHARGER ON NAL BASE GENERAL NOTES (TYPICAL OF 4) ENLARGED 1. ALL CIVIL WORK ASSOCIATED WITH FUTURE CHARGERS TO SITE PLAN BE (� TO OEDONE ME DURING INITIAL CONSTRUCTION. DURING FUT RE PHASE S SWORK E17ING AND B o— ENERGIZING THE CHARGER AND ADDING THE NEW STRIPING � �\ 11 �; AND STENCILS. 77 SHEET NUMBER _ EXISTING CURB TO BE REMOVED PAGE NUMBER 4 OF 13 10 A in -.9 5' a a d '0 a 1 It N ( a. 4 4 d � a USE DRILLED DOWELS FOR TYING TO ° I a a ADJACENT CONCRETE, SEE TYPICAL DETAIL #4 @. a 12" 06 a s d _ a I _J a a a d d POURED CONC. SLAB, a SEE TYPICAL SECTION I V NAL X—LAST BOLLARD SEE TYPICAL DETAIL NAL EV HIGH POWER CHARGER FOUNDATION FOR ABB TERRA 184 CHARGERS SEE CUTSHEET ON SHEET E-5 OPTIONAL BOLLARD, SEE SITE LAYOUT 91, 3,_6" 91, NOTES: 1.ANCHOR LOCATION AND DIAMETER TO MATCH ELECTRICAL EQUIPMENT. 2.CONCRETE PADS SHALL HAVE A SLOPE OF 2.0% TOWARDS THE PARKING LOT I r PLAN VIEW - EV CHARGER PAD NO SCALE 4'-9" 6" 6" . d ._ d ° d LI .4 d p p _ d A 10 d a a a L d ° d d � d d d � a d a a d 4 p. p a. d a �>N3�>N��>•.<�id<:<•a�a:<r�.h•<>•.<��b�I^�<�Nh'<3•<h4>•.<�h'<��h•��>k�kd� . �>N�>k��k>•.<�i>S<:<•.N:<oa. h'<>•.<��b�. <oa. h'<sph4>•.<�h'<��>k� k�� a d 3�>k k k�.>k'•'e':"•'e'•'e k....... k k k>I°i^>k 1<�� k�k�e>k�kda k�kd<'•'e � 46 d p d. oc�CJc�JCJr�CJc��cJc�CJCJc�C��3..Jc�Jcd•��43�cJc�C�4Jc�c�CJc�Jc .......... �� .......... p d.kJe.Z<g..:.�Je��r�Jed!��`��`� ��114 1 ".`� 41. ° d d d!��kd•dk2`.,vak�� k�e dk <�ok��dk�k>k k�s ��dk k�k�e d!� �3Je�Je��Je��Jr�n�d'�`Jr •Jr�`Jr�n��`Jr�d:d'�`J��Je�Je d, .............. 3^�e JS °M °M�3^ °M3^�s h°��^�......... - p ° LI p NAL CABINET BASE FOR LINCOLN ELECTRIC SWITCHGEAR PLAN VIEW - SWITCHGEAR PAD NO SCALE JOINT FILLER SIKAFLEX 15M — (OR APPROVED EQUIVALENT) — NAL EV HIGH POWER CHARGER FOUNDATION PROVIDE 3/4" DIAX16" — FOR ABB TERRA 184 CHARGERS DOWELS @ 12" O.C. —#4 REBAR @12" O.C. (IF CONC. PAVING) EACH WAY TOP & BOT — 5'-0"x5'—O" EXISTING PAVEMENT — CONC PAD a d p d d d d d � —III III III III- (0 ^ a ° d p did d p d ' •i! I _ I I! d p d 6+d _ 'd d ° d 4 d p 23.23 f p ® ❑ MTG FLAPE D "± o0 23.62 �'Z-T 0 0 0 a O�TAn KiDa•• ACCESSLJ NhA\IDLCp 0 0 0 po � �'T�� _r - ___T-______ ��Z:3 0 0EXISTING FILL 0 0 0 0 I TYPE 1 n� DUCT CONNECTOR FROM COMPACTIBLE ANY SIDE WALL MATERIAL 35MM FROM CHAMBER BASE NOTES: 1.SEE CUT SHEETS ON E-5 FOR FURTHER DETAIL 2.FOLLOW MANUFACTURER PROVIDED INSTALLATION INSTRUCTIONS. TYPICAL SECTION - DISPENSER PAD & BASE NO SCALE X6106 ':1 s o TYPE 1 COMPACTIBLE MATERIAL NAL Itd. - EV HIGH POWER CHARGER FOUNDATION FOR ABB TERRA 184 CHARGERS 60.83"f CABINET BASE FRAME 55.12"f ACCESS CHAMBER CLEAR OPENING #3 REBAR CONTINUOUS TOP & BOT. PROVIDE 90° 6" HOOKS AT CORNERS W/ 24" MIN LAP LENGTH N a g L 1 �- -------------- if Ilf��i-i 7 DUCT CONNECTOR FROM — ANY SIDE WALL 1 3/8"f FROM CHAMBER BASE TYPICAL SECTION - SWITCHGEAR PAD & BASE NO SCALE L c0 r #4 REBAR EACH WAY rXLAST BOLLARD SOCKET I r s 24"f CONCRETE BOLLARD FOUNDATION XLAST BOLLARD SOCKET 24" f a a a a d d d d 4 4 d d a � a Id 4 d d 4 ° 1 a p 4 d d Id a 4 4 d d< Q I. I a a d Ia al d a d a a a 4 ° a d d dI NAL X-LAST BOLLARD SOCKET NO SCALE �• OWL uMobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 W Uwe M Z Lo 0 Z 0 moo C > J M cfl W ti Q U cal 0 _ � �e _OZ J U A, G O Z DATE 4/2/2024 SHEET TITLE CIVIL/ STRUCTURAL DETAILS SHEET NUMBER D-1 PAGE NUMBER 5OF13 OF VERIFY WITH POLE MANUFACTURER FOR SIZE, DIAMETER OF BOLT CIRCLE & HEIGHT ABOVE CONCRETE BASE. (ANCHOR BOLTS BY POLE SUPPLIER) NOTE: SECTION NO SCALE MANUFACTURERS BOLT TEMPLATE MUST BE USED FOR SETTING ANCHOR BOLTS NOTE: FOR CORRECT ORIENTATION OF FIXTURE HEADS. ANCHOR BOLTS AND BOLT TEMPLATE ELECTRICAL CONTRACTOR RUN (2) #10 XHHW SHALL BE FURNISHED WITH POLE (TYP. UP POLE FOR EACH LUMINAIRE ALL FOUNDATIONS). 4'-0" 1-1/2" CHAMFER HORIZONTAL I ° RUBBED CONCRETE e ' FINISH A - -� -- � , � „ „ 36 FINISHED GRADE 24 •° r 2„ PVC N SCH. 40 CONDUIT (TELECOMM), Y� 3/4" PVC II / SCH. 40 CONDUIT Y ° ° #6 CU GRD. 2" PVC SCH. 40 CONDUIT ° (POWER) ° ° 3/4" x 1O'-0" 12 #6 BARS VERTICALLY- a GROUND ROD SPACED EQUALLY #3 BAR TIES 0 10" O.C. ° 30" DIA LIGHT POLE DETAIL NO SCALE CURB LINE 0 Ci 0 zo BUILDING CODES AND STANDARDS G.LOADINGS FOR ELECTRICAL EQUIPMENT ARE BASED ON THE UNITS SHOWN ON THE A. MINNESOTA BUILDING CODE, 2020 EDITION ELECTRICAL DRAWINGS, ANY CHANGES IN TYPE, SIZE OR NUMBER OF PIECES OF EQUIPMENT SHALL BE REPORTED TO THE SEOR FOR VERIFICATION OF THE ADEQUACY &AMERICAN SOCIETY OF CIVIL ENGINEERS (ASCE)-MINIMUM DESIGN LOADS FOR OF SUPPORTING MEMBERS PRIOR TO THE PLACEMENT OF SUCH EQUIPMENT. BUILDINGS AND OTHER STRUCTURES (ASCE 7) FOUNDATIONS C.FOR ALL OTHER REFERENCED STANDARDS, USE THE LATEST EFFECTIVE VERSION. A.GEOTECHNICAL REPORT NOT PROVIDED. FOUNDATION DESIGN IS BASED ON THE ASSUMED BEARING CAPACITY LISTED BELOW BASED ON IBC TABLE 1806.2 FOR TYPE DESIGN CRITERIA AND LOADS ML AND CL MATERIAL A. RISK CATEGORY......................................................................................................II B. NET ALLOWEABLE SOIL BEARING CAPACITY..................................................................1500 PSF B.DEAD LOADS 1. DISPENSER.................................................................................................870 LB C.TE CONTRACTOR SHALL PROVIDE AND OPERATE DEWATERING EQUIPEETN AND BE 2. POWER CABINET......................................................................................1200 LB RESPONSIBLE FOR MAINTAING EXCAVATIONS AND WORK AREAS IN DRY CONDITION. C.SNOW LOADS D.ARRANGE FOR A QUALIFED PERSON TO MONITOR CUT AND FILL OPERATIONS, FERFORM 1. GROUND SNOW LOAD P 50 PSF FIELD DENSITY TESTS, AND INSPECT BEARING AREAS FOR FOUNDATIONS PRIOR TO LL 2. SNOW LOAD IMPORTANCE9)FAC6 (6) 1.0 PLACEMENT OF ANY CONCRETE. E. ALL BACKFILL AND TRENCHING OPERATIONS SHALL COMPLY WITH ALL CURRENT AND D.WIND LOADS APPLICABLE LOCAL, STATE, AND FEDERAL SAFETY CODES, INCLUDING OCCUPATIONAL 1. BASIC WIND SPEED (V ULT)............................................................109 MPH SAFETY AND HEALTH ADMINISTRATION. 2. BASIC WIND SPEED (V ASD)...........................................................84.4 MPH 3. WIND EXPOSURE.....................................................................................0 F. THE CONTRACTOR IS RESPONSIBLE FOR PROVIDING ADEQUATE SHORING OF THE NEW AND EXISTING CONSTRUCTION DURING CONSTRUCTION OPERATIONS IN ORDER TO E.EARTHQUAKE DESIGN DATA PREVENT ANY DAMAGE DUE TO BACKFILLING AND TRENCHING. 1. SESIMIC OCCUPANCY CATEGORY.....................................................II 2. SEISMIC IMPORTANCE FACTOR (6)................................................1.0 G.DO NOT PLACE FOOTINGS OR SLABS AGAINST SUBGRADE CONTAINING FREE WATER, 3...................................................................................................................0.050 4. S�S.,,...................................................................................................0.023 FROST OR ICE. 5. S�fE CLASS...................................................................................................D (ASSUMED) H.PROTECT PIPES AND CONDUITS RUNNING THROUGH WALLS AND SLABS WITH X INCH 6. SPECTRAL RESPONSE COEFFCIENTS EXPANSION MATERIAL. AT CONFLICTS BETWEEN BURIED PIPES AND CONDUITS THROUGH a. S.........................................................................................I................0.054 FOUNDATIONS, CONTACT SEOR. b..............................................................................................................0.037 7. SEIS IC DESIGN CATEGORY..................................................................A I. COORDINATE WITH ELECTRICAL CONTRACTOR AND ELECTRICAL ONE -LINE DIAGRAM FOR PROPER BONDING OF THE FOOTING REINFORCEMENT TO THE GROUNDING SYSTEM. GENERAL REQUIREMENTS CAST -IN -PLACE CONCRETE A.VERIFY EXISTING CONDITIONS AND DIMNESIONS PRIOR TO BEGINNING WORK OR A.STANDARDS FABRICATING MATERIALS. NOTFY STRUCTURAL ENGINEER OR RECORD (SEOR) OF ANY 1. ACI 117R/117R- SPECIFICATIONS FOR TOLERANCES FOR CONCRETE DISCREPANCIES BEFORE PROCEEDING WITH ANY PHASE OF WORK CONSTRUCTION AND MATERIALS AND COMMENTARY. 2. ACI 301- SPECIFICATIONS FOR STURCTURAL CONCRETE B. DO NOT SCALE DRAWINGS FOR THE PURPOSE OF ESTABLISHING DIMENSIONS. 3. ACI 305R- HOT WEATHER CONCRETE 4. ACI 306.1- STANDARD SPECIFICATIONS FOR COLD WEATHER CONCRETING C.CIVIL.STRUCTURAL DRAWINGS SHALL BE USED IN CONJUNCTIONS WITH THE PROJECT 5. ACI 308.1 STANDARD SPECIFICATIONS FOR CONCRETE CURLING SPECIFICATIONS AND ALL OTHER DRAWINGS INCLUDING BUT NOT LISTED TO ELECTRICAL 6. ACI 318/318R- BUILDING CODE REQUIREMENTS FOR STRUCTURAL CONCRETE AND AND EQUIPMENT MANUFACTURER DRAWINGS. COMMENTARY 7. CONCRETE REINFORCING STEEL INSTITUTE (CRSI)- MANUAL OF STANDARD D.DETAILS LABELED "TYPICAL" ON DRAWINGS APPLY TO SITUATIONS OCCURRIN ON THE PRACTICE. PROJECT THAT ARE THE SAME OR SIMILAR TO THOSE SPECIFICALLY DETAILED, SUCH DETAILS APPLY WHETHER OR NOT THE DETAILS ARE REFERENCED AT EACH LOCATION. B.MATERIALS NOTIFY EXISTING STRUCTURES AND FACILITIES WHICH ARE TO REMAIN. 1. CONCRETE MIXTURES SHALL BE THE NORMAL WEIGHT TYPE (145 PCF) AND DESIGNED PER ACI 318 USING THE FOLLOWING PARAMETERES, LIMIT FLY ASH E. BEFORE PROCEEDING WITH ANY WORK WITHIN THE PROJECT AREA, THE CONTRACTOR AND SLAG TOTAL CEMENT. SHALL FAMILIRIZE THEMSELVES WITH EXISTING STURCTURE AND OTHER CONDITIONS. IT 28 DAY DAY25% O • COMPRESSIVE STRENGTH (f'c) ...... 5,000 PSI SHALL BE THE CONTRACTORS RESPONSIBILITY TO PROVIDE ALL NECESSARY BRACINGS, ' CATEGORY F CLASS ....................................... F3 (AIR ENERTAINMENT REQUIRED) SHORING AND OTHER SAFEGUARDS TO MAIN ALL PARTS OF EXISTING STRUCTURES AND FACILITIES IN A SAFE CONDITION DURING THE PROCESS OF DEMOLITION AND CATEGORY S CLASS.......................................SO CONSTRUCTION AND TO PROTECT FROM DAMAGE THOSE PORTIONS OF EXISTING CATEGORY W CLASS.......................................W1 STRUCTURES AND FACILITIES WHICH ARE TO REMAIN. CATEGORY C CLASS.........................................C2 F. THE CONTRACT CIVIL/STRUCTURAL DOCUMENTS RESPRESNT THE FINSIHED PROJECT. THE 2. NO CALCIUM CHLORIDE OR ADMIXTURES CONTAINING CHLORIDES SHALL BE USED CONTRACTOR IS RESPONSIBLE FOT TH MEANS AND METHODS OF CONSTRUCTION. IN ANY CONCRETE. MIX MATERIALS SHALL COMPLY WITH THE FOLLOWING: PROVIDE ALL MEASURES REQUIRED TO PROTECT THE STRUCTURE, WORKMEN, AND PORTLAND CEMENT..............................ASTM C150 OTHER PERSONS DURING THE CONSTRUCTION; INCLUDING BRACING, SHORING FOR FLY ASH....................................................ASTM C618 CLASS C OR F CONSTRUCTION EQUIPMENT, SHORING FOR THE BUILDING, FORMS AND SCAFFOLDING, CLAG CEMENT........................................ASTM C969 GRADE 100 OR 120 SHORING OF RETAINING WALLS AND OTHER TEMPORARY SUPPORTS AS REQUIRED. NORMAL WEIGHT AGGREGATE ............ASTM C33 CLASS 3S COMPLY WITH APPLICABLE REQUIREMENTS OF OSHA AND OTHER GOVERNING BODIES WATER......................................................ASTM C94 POTABLE HAVING JURISDICTION AT THE SITE. AIR-ENTRAINING......................................ASTM C260 NOTES: 1.MATCH TYPE AND PROFILE OF EXISTING CURB APPROX. GRADE cV 04 #3 Cr 6"_ 1,-O„ Li/2' 2" /__ 1 1 /2" R, 3/4" 4"" 1 4" p ° a zi C4 '^ a 4 ° CONC. PAD SEE DETAIL CONC. CURB TYPE 1 COMPACTIBLE MATERIAL COMPACTED OR UNDISTURBED SUBGRADE JOINT SEALER, HOLD DOWN 1/4" FROM TOP OF CURB JOINT FILLER, HOLD DOWN 1 1 /4" FROM TOP OF CURB #3 BAR HOLD BACK 4" FROM JOINT a CONC. CURB ° a a VERTICAL CONTROL JOINT TYPICAL CURB DETAIL NO SCALE 3. CHEMICAL ADMIXTURES MUST BE CERTIFIED BY MANUFACTURER TO BE COMPATIBLE WITH OTHER ADMIXTURES AND THAT DO NOT CONTRIBUTE WATER-SOLUBE CHLORINE IONS EXCEEDING THOSE ALLOWED IN HARDENED CONCRETE. 4. STEEL REINFORCEMENT: i. DEFORMED BARS, ASTM A615 GRADE 60. ii. DEFORMED BARS, ASTM A706, GRADE 60 WELDABLE. M.CHAIRS SHALL BE GALVANIZED STEEL OR PLASTIC. 5. ACCESSORIES iv.DOWELS AND ANCHOR GROUT: SIKADUR 32 HI MOD OR APPROVED EQUAL. v. CONTRACTION OR CONSTRUCTION JOINT SEALANT: SIKADUR 51 SL OR APPROVED EQUAL. VUSOLATION JOINT SEALANT: SIKAFLEX-1 a OR APPROVED EQUAL. vii. PREMOLDED EXPANSION JOINT FILLER(PMF): HOMEX 300 OR APPROVED EQUAL. C. EXECUTION a.UNLESS NOTED OTHERWISE MAINTAIN THE FOLLOWING CONCRETE COVER FOR REINFORCEMENT. • CONCRETE CAST AGAINIST EARTH .............................3 INCHES • CONCRETE EXPOSED TO THE WEATHER: -#5 AND SMALLER BARS ............................1 X INCHES -#6 AND LARGER BARS...............................2 INCHES b. STEEL REINFORCING SHALL BE FABRICATED ACCORDING TO CRSI. c.ALL REINFORCEMENT SHALL BE SUPPORTED AND HELD IN PLACE BY MANUFACTURED STEEL WIRE OR PLASTIC BAR SUPPORTS IN ACCORDANCE WITH CRSI. USE OF ANY OTHER MATERIALS WITHOUT WRITTEN AUTHORIZATION BY THE SEOR IS PROHIBITED. d. PROVIDE STANDARD 90 DEGREE HOOKS IN ACCORDANCE WITH ACI 318 UNLESS NOTED OTHERWISE. e. RESHAPING OF BARS AFTER INITIAL BENDING IS NOT PERMITTED. f. PROVIDE CLASS "B" REINFORCEMENT SPLICES FOR CONTINOUS REINFORCEMENT, REINFORCEMENT SPLICES AND DEVELOPMENT LENGTHS SHALL BE ACCORDANCE WITH ACI318. g. WHERE REQUIRED AND UNLESS NOTED OTHERWISE, PROVIDE DOWELS TO MATCH SIZE AND SPACINING OF MAIN REINFORCEMENT. h. DO NOT WELD REINFORCEMENT IN THE FIELD UNLESS SPECIFIED ON THE DRAWINGS OR APPROVED BY SEOR. i. FORMWORK MAY BE OMITTED FOR FOUNDATIONS PROVIDED EARTH IS FIRM AND STABLE AND CONCRETE SURFACES WILL NOT BE EXPOSED TO PUBLIC VIEW. EXCAVATIONS SHALL BE CUT NEAT AND ACCURATE TO SIZE. LOOSE AND UNSTABLE MATERIALS SHALL BE COMPACTED OR REMOVED. j.000RDINATE PLACEMENT OF CAST -IN -PLACE EMBEDMENTS AND ANCHOR RODS WITH A TEMPLATE, SECURELY ATTACH EMBEDEMENT ITEMS TO FORMWORK OR REINFORCING. k. PLACE CONCRETE IN ONE LAYER OR IN HORIZONTAL LAYERS OF SUCK THICKNESS SO THAT NO NEW CONCRETE WILL BE PLACED ON CONCRETE THAT HAS HARDENED ENOUGH TO CAUSE SEAMS OR PLACES OF WEAKNESS (COLD JOINTS) I. PROVIDE CONSTRUCTION, CONTRACTION AND ISOLATION JOINTS AS INDICATED ON DRAWINGS. HORIZONTAL CONSTRUCTION JOINTS ARE NOT ALLOWED UNLESS SPECIFICALLY NOTED OR APPROVED BY SEOR. M. SURFACE OF CONCRETE CONSTRUCTION JOINTS SHALL BE CLEANED AND LAITANCE REMOVED. IMMEADITLY BEFORE NEW CONCRETE IS PLACED, ALL CONSTRUCTION JOINTS SHALL BE WETTED AND STANDING WATER REMOVED. n.UNLESS NOTED OTHERWISE, CHAMFER ALL EXPOSED EDGES OF CONCRETE 3/4 INCH. o. BEGIN CURING PROCEDURES IMMEDIATELY AFTER COMPLETEING PLACEMENT AND CONTINUE FOR AT LEAST SEVEN (7) ACCEPTABLE DAYS. CONCRETE SHALL BE PROTECTED FROM PREMATURE DRYING, EXCESSIVELY HOT OR COLD TEMPERATURES AND MECHNAICAL INJURY. p. UNCOATED ALUMINUM MATERIALS ARE NOT PERMITTED TO BE EMBEDDED IN CONCRETE. q. NO ADDITIONAL WATER SHALL BE ADDED TO THE CONCRETE MIXTURE ON SITE UNLESS WATER IS WITHHELD AT THE PLANT AND NOTED AS SUCH ON THE BATCH TICKET, ONLY THE AMOUNT WITHHELD MAY BE ADDED ON SITE. r. ALL CONCRETE SHALL BE VIBRATED BY MECHANICAL VIBRATORS. PROPOSED PARKING LINE TO BE PAINTED WHITE 2 L (TYPICAL) W-1 4' M ►TA TYPICAL CHARGING STALL DIMENSIONS NO SCALE OWL4 I Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: � ► / Name: Phillip J Jaminet Date: License Number. 62439 0 J LIJ N Uwe Z�Lo 0 Z 0 i �00 C > J C'7 O LIJ ti Q U N _ 0 � Y OZ J � U An z 0 (L W 0 z 0 U) Ix a c 0 z DATE 4/2/2024 SHEET TITLE CIVIL/ STRUCTURAL DETAILS SHEET NUMBER D-2 PAGE NUMBER 6 OF 13 I / E E E E E E PROPOSED / TRANSFORMER PROPOSED SWITCHGEAR ON NAL BASE \ / TERRA 184 EV CHARGER E: ON NAL BASE OwL (TYPICAL 2) , I � � uM0b1fity PROPOSED LIGHT POLE m � \ \ \ I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the Iowa of the state of Minnesota — — Signature: m Name: Phillip J Jaminet / \ / �� \ O O O / \ Date: License Number. 62439 I m m m m / I I m I: E E E E E E E m X O J J w N m X ` U w CO CO z . `n � Opp m 0 O A > J M > J ILO W N0U zo -PROPOSED POINT OF CONNECTION NEW ELECTRICAL LINES SEE CONDUIT- m LU O TIE INTO EXISTING PRIMARY AND WIRING SCHEDULE ON E-3 ' J AT EXISTING TRANSFORMER C) FUTURE EV CHARGERS EMPTY CONDUIT FOR FUTURE CHARGERS INITIAL EV CHARGERS (SEE GENERAL NOTE 1) U ENERGIZE LIGHT POLES DURING INITIAL WORK m m m 171 z 0 t, c. V! W G N ELECTRICAL SITE PLAN N m SCALE: 1 /4" = V-0" 0 GENERAL NOTES m z DATE 1. CONDUIT ROUTING IS DIAGRAMMATICALLY SHOWN ON PLANS 4/2/2024 AND ARE ONLY APPROXIMATIONS. THE EXACT LOCATION AND ROUTING PATHS SHALL BE FIELD VERIFIED AND INSTALLED SHEET TITLE X PER JURISDICTIONAL REQUIREMENTS PRIOR TO DIGGING FUTURE TERRA 184 TRENCHING. EV CHARGER ON NAL BASE 2. ALL ELECTRICAL WORK AND RELATED ACTIVITIES PERFORMED ELECTRICAL (TYPICAL 4) X ONSITE SHALL BE DONE IN ACCORDANCE WITH NATIONAL ENLARGED ELECTRICAL CODE (NEC) AND APPLICABLE STANDARDS. SITE PLAN 3. UTILITY EQUIPMENT INSTALLATIONS AND PREP WORK SHALL BE �-AD\ -AD 1--� 0-� COORDINATED WITH THE APPROPRIATE UTILITY ENGINEER TO ENSURE ACCURACY OF INSTALLATIONS. 4. ALL CIVIL WORK ASSOCIATED WITH FUTURE CHARGERS TO BE SHEET NUMBER COMPLETE DURING INITIAL CONSTRUCTION. ONLY WORK TO BE E- DONE DURING FUTURE PHASE IS SETTING AND ENERGIZING 77 THE CHARGER AND ADDING THE NEW STRIPING AND STENCILS. PAGE NUMBER 7OF13 13 NEW UTILITY - PRIMARY CONDUCTORS NEW METER OM C NEW UTILITY - TRANSFORMER 0- GFI • 2000A, 3P MCB • #3/0 CU #6 CU #3/0 CU #6CU- #6 CU- Ll CONCRETE REINFORCEMENT #6 CU- MIN. 10' SEPARATION 5/8"x8' 5/8"x8' 5/8"x8' GROUND GROUND GROUND ROD ROD ROD ELECTRICAL RISER DIAGRAM NO SCALE CONDUIT AND WIRING SCHEDULE FROM TO CONFIGURATION PROPOSED UTILITY PROPOSED 5 SETS OF (4) 600 KCMIL CU (THWN)+ O TRANSFORMER 480V SWITCHBOARD IN 4" SCH 40 PVC CONDUIT+ (BY OTHERS) 4" SPARE CONDUIT PROPOSED UTILITY PROPOSED 1-1/4" PVC CONDUIT FOR METERING CIRCUITS PER UTILITY O2 TRANSFORMER METER (BY OTHERS) PROPOSED PROPOSED DC 1 SET OF (3) 500 KCMIL CU (THWN) 1 KV + 3O 480V SWITCHBOARD DISPENSER (POST) #3 AWG CU GND IN DC POWER 4" SCH 40 PVC CONDUIT + 4" SPARE CONDUIT O4 PROPOSED 480V SWITCHBOARD FUTURE DC DISPENSER (POST) (2) 4" SCH 40 PVC CONDUITS DC POWER PROPOSED PROPOSED �2� �12 AWG CU (THWN-2) + 5O PANELBOARD SITE LIGHTING 1 12 GND IN 120/208V SECTION 1 SCH 40 PVC CONDUIT NETWORK PROPOSED DC SHIELDED CAT6 W/ O SWITCH DISPENSER (POST) RJ45 TERMINATIONS IN COMMUNICATION 1" SCH 40 PVC CONDUIT NETWORK FUTURE DC (1) 1" SCH 40 PVC CONDUITS O SWITCH DISPENSER (POST) COMMUNICATION LIGHT FIXTURE SCHEDULE TYPE SYMBOL DESCRIPTION MANUFACTURER LAMPING MTG ARCHITECTURAL BEACON LED LIGHT ARM MOUNTED VP-L 80NB-180 4K T4 UNV PEC RA WHT ON A 20,0001m 25' POLE � FULL CUTOFF POLE LED AREA LIGHT SSS-13-25-40-13-1-133-WHT POLE 180W DISTRIBUTION CABINET MDP-1 480/277VAC, 2000A, 65KA (MINIMUM) 3 PHASE. 4 WIRE I1 I2 3 4 l5 6 s l 300A TRIP „� 300A TRIP 300A TRIP D300A TRIP 300A TRIP 300A TRIP DSPARE D SPARE 3P 3P 3P 3P 3P 3P -o DISPENSER 1 480VAC 3PH 180KW EO --o DISPENSER 2 480VAC 3PH 180KW MDP -1 LOAD CALCULATION LIGHTING 0.5 KVA X 125% = 0.7 KVA RECEPTACLE TOTAL .2 KVA 1 ST 10.00 KVA X 100% = 0.2 KVA REMAIN 0.00 KVA X 50% = 0.0 KVA MOTORS TOTAL 0.00 KVA X 100% LARGEST KVA X 125% = 0.0 KVA REMAIN 0.00 KVA X 100% = 0.0 KVA A/C 0.00 KVA X 100% = 0.0 KVA HEATING 0.00 KVA X 100% = 0.0 KVA LOCKED -OUT LOAD KVA X 100% = 0.0 KVA KITCHEN 0.00 KVA X 65% = 0.0 KVA DATA PROCESSING 0.00 KVA X 85% = 0.0 KVA MISCELLANEOUS 360.0 KVA X 100% = 360 KVA (EV CHARGERS) MISCELLANEOUS 720.0 KVA X 100% = 720 KVA (FUTURE EV CHARGERS) TOTAL = 1080.9 KVA = 1300.2 AMPS @480V NOTES 1. TYPE IV DISTRIBUTION. 0 --o FUTURE DISPENSER 3 480VAC 3PH 180KW O FUTURE DISPENSER 4 480VAC 3PH 180KW O J --o FUTURE DISPENSER 5 480VAC 3PH 18OKW Ee J 7.5A __0 TR-SST 0 480-130/A240VAC �� 1, FUTURE DISPENSER 6 480VAC 3PH 18OKW N 15A C.B. 1P 15A C.B. 1P 15A C.B. 1P • s CE GFI RECEP SURGE PROTECTION DEVICE T NETWORK SWITCH SITE LIGHTING PHOTOCELL OWL4,1004, I Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: -j. Name: Phillip J Jaminet Date: License Number. 62439 SYMBOL DESCRIPTION CIRCUIT BREAKER 11##A TRIP "##A F" - INDICATES AMPERAGE FRAME RATING J #P "##A TRIP" - INDICATES AMPERAGE TRIP RATING "#P" - INDICATES NUMBER OF POLES NOTES 1 FUSED DISCONNECT SWITCH ##AS "##AS" - INDICATES SWITCH SIZE 1. NO EXPOSED 480VAC AND 120VAC WIRING PERMITTED INSIDE ##AF "##AF" - INDICATES FUSE SIZE _ DISTRIBUTION CABINET a #A/#P 1/ NON -FUSED DISCONNECT SWITCH 2. CONTRACTOR TO PROVIDE MINIMUM 4" SLACK CABLE AT ALL EQUIPMENT "#A" -INDICATES SWITCH SIZE W TERMINALS. LESS SLACK IS PERMITTED WHERE EQUIPMENT LAYOUT DOES j NOT PERMIT SUFFICIENT SPACE "#P" -INDICATES NUMBER OF POLES N Ix 3. CONTRACTOR TO LABEL MAIN SWITCH TO INDICATE MAXIMUM RATING.) Ix TRANSFORMER 4. PROVIDE ALL LABELING REQUIRED BY NEC. LABELING SHALL, CORRESPOND TO EQUIPMENT DESIGNATION SHOWN IN ONE LINE DIAGRAM W GROUNDING CONNECTION o 5. NETWORK SWITCH SHALL BE LOCATED IN TELECOM PANEL = - PANEL PANELBOARD - REFER TO PANELBOARD SCHEDULES FOR Z PP1 ADDITIONAL INFORMATION DATE 0 J J W Uwe z�Lo 0 z i 0 00>0 CY) > J � W I` Q U C\10 _ � Y Oz J � U An 4/2/2024 SHEET TITLE ELECTRICAL SINGLE LINE DIAGRAM SHEET NUMBER E-2 PAGE NUMBER 8OF13 14 GRADE III III III III III III III III III FINAL GRADE II NOTES: 1. USE THIS DETAIL FOR SERVICE ENTRANCE AND FOR CONDUITS TO/FROM METERING AND TRANSFORMER. TYPICAL SERVICE ENTRANCE DETAIL NO SCALE NOTE 1. REBAR BONDED TOGETHER WITH STEEL TIE WIRES OR EXOTHERMIC WELDING as s • SEE PLAN PROPOSED CONCRETE #4 AWG BARE Cu GROUNDING ELECTRODE CONDUCTOR SEE NOTE 1 NON—METALLIC PROTECTIVE SLEEVE s s o • s s s s LISTED ICONNECTION II III_ —_ PROPOSED CONCRETE PAD IN DIRECT CONTACT WITH EARTH PROPOSED COMPACTED CLEAN GRAVEL CONCRETE ENCASED ELECTRODE DETAIL NO SCALE NOTES: 1. REFER TO CIVIL DRAWINGS 0001 FOR DIRECTIONAL DRILL REQUIREMENTS. 2. ALL CONDUITS TO BE PULLED TOGETHER WITHOUT INTENTIONAL SEPARATION. 3. DEPTH OF BURIAL MAY BE REDUCED TO CODE MINIMUM AT RECEIVING & ENTRANCE PITS. 4. CONTRACTOR MAY UTILIZE DIRECTIONAL DRILLING FOR THE CONDUIT RUN BETWEEN THE DISTRIBUTION PANEL AND THE CHARGERS SUBJECT TO APPROVAL BY CONSTRUCTION MANAGER AND OWNER. TYPICAL DETAIL FOR DIRECTIONAL BORING NO SCALE d CABLE TO REBAR TEE CONNECTION HORIZONTAL CABLE TAP TO VERTICAL REBAR TYPE RJ BURNDY CONNECTIONS OR ENGINEER APPROVED EQUAL 0 p BONDJUMPER FIELD FABRICATED GREEN STRANDED INSULATED TYPE 2-YA-2 0 0 COPPER LUGS TWO HOLE - LONG BARREL LENGTH TYPE YA-2 CADWELD CONNECTIONS OR ENGINEER APPROVED EQUAL HORIZONTAL SPLICE SPLICE OF HORIZONTAL CABLES TYPE SS HORIZONTAL STEEL SURFACE TO FLAT STEEL SURFACE OR HORIZONTAL PIPE TYPE HS VERTICAL PIPE CABLE DOWN AT 45o TO RANGE OF VERTICAL PIPES TYPE VS HORIZONTAL TEE TEE OF HORIZONTAL RUN AND TAP CABLES TYPE TA FINAL GRADE -III-III-I 2'-6" NOTES: 1. QTY 2 4" CONDUCTOR CONDUIT, QTY 1 1" COMMUNICATIONS CONDUIT TO BE USED FOR ALL CHARGER POSITIONS CONDUITS FOR EACH CHARGER NO SCALE I PARALLEL HORIZONTAL CONDUCTORS PARALLEL THROUGH CONNECTION OF HORIZONTAL CABLES TYPE PT PARALLEL HORIZONTAL CONDUCTORS PARALLEL DEAD END TAP OR HORIZONTAL THRU CONDUCTOR TYPE PC VERTICAL STEEL SURFACE CABLE DOWN AT 45o TO VERTICAL STEEL SURFACE INCLUDING PIPE TYPE VS THROUGH CABLE TO GROUND ROD THROUGH CABLE TO TOP OF GROUND ROD TYPE GT CONCRETE ENCASED ELECTRODE DETAIL NO SCALE NOTES: WHITE LETTERING MAIN BREAKER ON RED SIGN FUNCTION AS EMERGENCY DISCONNECT FOR POWER TO CHARGING STATIONS 5" NOTES: 1. TO BE PLACED BY THE MAIN BREAKER INSIDE SWITCHBOARD. WHITE LETTERING ON RED SIGN EMERGENCY DISCONNECT/ MAIN BREAKER LOCATED INSIDE 10" 00 NOTES: 1. TO BE PLACED ON OUTSIDE OF SWITCHBOARD SECTION HOUSING THE MAIN BREAKER. EMERGENCY DISCONNECT SIGN DETAIL NO SCALE 1. ALL HARDWARE SHALL BE STAINLESS STEEL 3/8" DIAMETER OR LARGER. ALL HARDWARE 18-8 STAINLESS STEEL INCLUDING LOCK WASHERS, COAT ALL SURFACES WITH AN ANTI —OXIDANT COMPOUND BEFORE MATING. 2. NEC 250.121 EXCEPTION: A WIRE —TYPE EQUIPMENT GROUNDING CONDUCTOR INSTALLED IN COMPLIANCE WITH 250.6(A) AND THE APPLICABLE REQUIREMENTS FOR BOTH THE EQUIPMENT GROUNDING CONDUCTOR AND THE GROUNDING ELECTRODE CONDUCTOR IN PARTS II, III, AND VI OF THIS ARTICLE SHALL BE PERMITTED TO SERVE AS BOTH AN EQUIPMENT GROUNDING CONDUCTOR AND A GROUNDING ELECTRODE CONDUCTOR. OWL4 I Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: 4 (/ Name: Phillip J Jamiinet Date: License Number. 62439 0 W Uwco ZQ�� 0Z i 02i 00 � > J C'7 O 2 W ti Q U_ N0� OZ J 75 U An u F G 0 z DATE 4/2/2024 SHEET TITLE ELECTRICAL DETAILS SHEET NUMBER E-3 PAGE NUMBER 9OF13 15 ELECTRICAL SPECIFICATIONS SCOPE OF WORK 1. INSTALL COMPLETE ELECTRICAL SYSTEM INCLUDING POWER AND CONTROL WIRING TO CONNECT THE ELECTRIC VEHICLE SUPPLY EQUIPMENT (EVSE, ALSO KNOWN AS CHARGERS) TO THE GRID. 2. IN GENERAL, THE CONTRACTOR SHALL: a. PROVIDE ELECTRICAL DISTRIBUTION CABINET b. PROVIDE FREE STANDING METER BASE ACCORDING TO UTILITY STANDARDS. C. SUPPLY AND INSTALL ALL CONDUIT AND WIRING SYSTEMS. d. SUPPLY AND INSTALL SYSTEM GROUNDING PER CODE. e. MAKE ALL POWER AND CONTROL CONNECTIONS. f. COMMISSION ELECTRICAL EQUIPMENT PER NETA ATS STANDARDS AND MANUFACTURER'S RECOMMENDATIONS. g. OBTAIN UTILITY CONNECTION AUTHORIZATION. h. PROVIDE QUALIFIED ELECTRICAL SUPPORT DURING EVSE COMMISIONING BY OTHERS. i. SITE LIGHTING CONSISTING OF POLE, ILLUMINATED SIGN, SITE LIGHT AND SIGNAGE 3. THE FOLLOWING EQUIPMENT SHALL BE PROVIDED BY THE OWNER FOR INSTALLATION BY THE CONTRACTOR: a. ELECTRICAL VEHICLE POWER SUPPLY EQUIPMENT (CHARGERS) b. ELECTRICAL DISTRIBUTION CABINET 4. THE UTILITY WILL SUPPLY POWER TO THE SITE IN ACCORDANCE WITH THE PLANS SHOWN ON THE CONTRACT DRAWINGS. THE CONTRACTOR SHALL COMPLETE ALL WORK IDENTIFIED AS CUSTOMER SCOPE ON THIS DRAWING AND COORDINATE THE CONNECTION WITH THE UTILITY. GENERAL 1. THE CONTRACTOR SHALL PROVIDE ALL LABOR, SUPERVISION, TOOLS, EQUIPMENT, MATERIALS, SERVICES AND MISCELLANEOUS EXPENSES NECESSARY TO COMPLETE THE WORK AS OUTLINED ON THE DRAWINGS. PROVIDE ALL MINOR ITEMS AND WORK NOT SHOWN OR SPECIFIED BUT WHICH ARE REASONABLY NECESSARY TO COMPLETE THE WORK. 2. WORK WHICH IS INDICATED, BUT NOT COMPLETELY DETAILED SHALL BE INSTALLED BY COMMON PRACTICE OR AS DIRECTED BY THE CONSTRUCTION MANAGER. 3. ARRANGE WORK NEATLY AND IN COMPACT FASHION TO MAXIMIZE SPACE AVAILABLE TO ACCOMMODATE FUTURE MATERIALS AND/OR EQUIPMENT AS INDICATED AND TO ACCOMMODATE EQUIPMENT AND/OR MATERIAL SUPPLIED BY OTHER TRADES AS WELL AS TO ACCOMMODATE UNPLANNED FUTURE EQUIPMENT. VERIFY SPACES IN WHICH WORK IS TO BE INSTALLED. INSTALL CONDUIT AND CABLE RUNS TO MAINTAIN HEADROOM AND CLEARANCES TO CONSERVE SPACE. CINFORM CONTRACT MANAGER OF ANY CHANGES OR ADDITIONS TO MATERIALS, AND/OR EQUIPMENT NECESSARY TO ACCOMMODATE AS -FOUND CONDITIONS (RUNS AROUND EXISTING SERVICES, ETC.). 5. THE CONTRACTOR SHALL BE RESPONSIBLE FOR THE REPAIR AND COST OF ALL REPAIRS TO SERVICES DAMAGED DURING CONSTRUCTION. CODES AND STANDARDS 1. ALL SUPPLIED MATERIAL AND WORK SHALL MEET THE REQUIREMENTS OF NEC STANDARD. ALL SUPPLIED EQUIPMENT MUST BE DESIGNED, BUILT, TESTED IN ACCORDANCE WITH THE RELEVANT STANDARDS FOR ILLINOIS, USA AND MUST BE MARKED WITH THE APPROPRIATE APPROVALS. 2. REFER TO LATEST VERSION OF NEC STANDARD FOR ACCEPTABLE MARKING. ALL COSTS RELATED TO APPROVALS ARE THE SOLE RESPONSIBILITY OF THE VENDOR. 3. THE CONTRACTOR SHALL ARRANGE FOR INSPECTIONS AND OBTAIN CONNECTION APPROVALS FOR THE PROJECT. THE OWNER SHALL ARRANGE FOR PLAN REVIEW. CONTRACT DRAWINGS 1. IF DISCREPANCIES OR OMISSIONS IN THE DRAWINGS OR SPECIFICATIONS ARE FOUND, OR IF THE INTENT OR MEANING IS NOT CLEAR, ADVISE THE CONSTRUCTION MANAGER TO CONTACT THE ENGINEER FOR CLARIFICATION BEFORE SUBMITTING TENDER. CONSTRUCTION/SHOP DRAWINGS 1. SUBMIT DATA AND SHOP DRAWINGS OF MATERIALS AND EQUIPMENT FOR REVIEW PRIOR TO COMMENCEMENT OF MANUFACTURING OR INSTALLING WITH THE EXCEPTION OF CONDUIT, STANDARD CONDUIT FITTINGS AND LOW VOLTAGE WIRING. 2. OBTAIN MANUFACTURER'S INSTALLATION DIRECTIONS TO AID IN PROPERLY EXECUTING THE WORK. SUBMIT TWO COPIES OF SUCH DIRECTIONS TO THE CONSTRUCTION MANAGER PRIOR TO INSTALLATION, FOR USE IN INSPECTING THE WORK. RECORD DRAWINGS 1. BEFORE COMMENCING WORK, OBTAIN TWO SETS OF ELECTRICAL DRAWINGS FOR SHOWING "AS BUILT' CONDITIONS. AS JOB PROGRESSES, MARK ON FIELD SET OF PRINTS TO INDICATE ACCURATELY ALL INSTALLED WORK. AT COMPLETION STAGE, TRANSFER ALL INFORMATION ONTO MASTER SET OF DRAWINGS AND INDICATE "CONTRACTORS CERTIFIED APPROVAL OF ACCURACY' BEFORE SUBMITTING TO CONSTRUCTION MANAGER FOR REVIEW AND RECORD USE. 2. SHOW ON THE RECORD DRAWINGS AS -BUILT, ALL OUTLETS AND EQUIPMENT SUCH AS RUNS OF CONDUIT, LOCATIONS OF PULL BOXES, LIGHT FIXTURE LOCATIONS, EQUIPMENT, OUTLETS, MOTORS, PANELS, ETC., AS WELL AS ALL SERVICES ENTERING THE BUILDING AND ON THE PROPERTY. 3. DIMENSION UNDERGROUND SERVICES AND CONCEALED MAIN AND SUB -FEEDER CONDUITS AT KEY POINTS OF EVERY RUN IN RELATION TO STRUCTURE AND BUILDING. RECORD ALL ELEVATIONS FOR UNDERGROUND SERVICES IN RELATION TO THE GROUND FLOOR LEVEL OF THE BUILDING. INDICATE ON RECORD DRAWINGS, LOCATION OF ALL BURIED SERVICES. THIS INFORMATION IS TO BE CERTIFIED CORRECT BY CONSTRUCTION MANAGER BEFORE BACKFILLING COMMENCES. 4.INDICATE EXACT LOCATION OF ALL SERVICES LEFT FOR FUTURE WORK. ARC FLASH STUDY 1. CONDUCT AN ARC FLASH STUDY AND PROVIDE AN ARC FLASH REPORT DETAILING AVAILABLE CALCULATED ARC FLASH ENERGY AT ALL EQUIPMENT LOCATIONS. THE ARC FLASH STUDY SHALL BE PERFORMED AND CERTIFIED BY A PROFESSIONAL ENGINEER. OBTAIN AVAILABLE SHORT CIRCUIT CURRENT VALUES AT THE SERVICE LOCATION FROM THE UTILITY. 2. PROVIDE ARC FLASH LABELS THAT COMPLY WITH PRACTICES BASED ON NFPA 70E 2020 . 3. ARC FLASH STUDY SHALL COMPLY WITH PRACTICES BASED ON NFPA 70E 2020, "STANDARD FOR ELECTRICAL SAFETY IN THE WORKPLACE ". 4.PROVIDE 2 COPIES OF ARC FLASH STUDY TO OWNER AND 1 COPY TO ENGINEER OF RECORD. SITE CONDITIONS 1. TEMPERATURE RANGE FOR ALL SUPPLIED EQUIPMENT: -40°C TO +40'C 2. ALTITUDE: <1000 M ASL QUALITY ASSURANCE 1. WHEREVER POSSIBLE, EQUIPMENT SHALL BE OF A MANUFACTURER'S STANDARD DESIGN. 2. FACTORY -ASSEMBLE CONTROL PANELS AND COMPONENT ASSEMBLIES. FINISHES 1. ALL SHOP FINISHES FOR STEEL ENCLOSURES SHALL INCLUDE CLEANING, IRON PHOSPHATE WASH, RINSING, RUST RESISTANT PRIMER INSIDE AND OUTSIDE, AND AT LEAST TWO COATS OF FINISH ENAMEL WITH APPROPRIATE BAKING TO CURE EACH PAINT APPLICATION. a. APPLY ALL FINISHES IN ACCORDANCE WITH THE FINISH -SUPPLIERS INSTRUCTIONS. b. PROVIDE COPIES OF THE APPLICATION INSTRUCTIONS AND/OR FINISH TEST REPORTS AS INDICATED OR UPON REQUEST. C. PAINT AND PRIMER APPLICATION SHALL BE POWDER COAT UNLESS OTHERWISE SPECIFIED OR APPROVED IN WRITING BY THE ENGINEER. 2. COLORS: a. PAINT OUTDOOR/INDOOR ELECTRICAL EQUIPMENT: WHITE (MANUFACTURER'S STANDARD) 3. STAINLESS STEEL ENCLOSURES SHALL NOT BE PAINTED. 4. ON SITE, CLEAN AND TOUCH UP ANY SCRATCHED OR MARRED SURFACES ON SHOP -PAINTED EQUIPMENT SCRATCHED OR MARRED DURING SHIPMENT OR INSTALLATION, TO MATCH ORIGINAL PAINT. 5. CLEAN AND PRIME EXPOSED NON -GALVANIZED AND NON -STAINLESS HANGERS, RACKS AND FASTENINGS TO PREVENT RUSTING. WARNING SIGNS 1. AS SPECIFIED AND TO MEET REQUIREMENTS OF ELECTRICAL INSPECTION DEPARTMENT AND CONSTRUCTION MANAGER. 2. DECAL SIGNS, MINIMUM SIZED 7" X 10". 3. PROTECT EXPOSED LIVE EQUIPMENT DURING CONSTRUCTION FOR PERSONNEL SAFETY. 4. SHIELD AND MARK LIVE PARTS WITH APPROPRIATE VOLTAGE VALUES IN ENGLISH. SINGLE LINE ELECTRICAL DIAGRAMS 1. MOUNT A SINGLE LINE ELECTRICAL DIAGRAM INSIDE THE ELECTRICAL DISTRIBUTION CABINET. 2. DRAWINGS: 8.5" X 11 " MINIMUM SIZE. 3. SINGLE LINE DIAGRAM SHALL BE PROVIDED BY THE CONTRACT MANAGER. INSTALLATION - GENERAL 1. MAINTAIN AT THE JOB SITE, AT ALL TIMES, QUALIFIED PERSONNEL AND SUPPORTING STAFF, WITH PROVEN EXPERIENCE IN ERECTING, SUPERVISING TESTING PROJECTS OF COMPARABLE NATURE AND COMPLEXITY. 2. EXPEDITE THE WORK AS FOLLOWS: a. CONTINUOUSLY CHECK AND EXPEDITE DELIVERY OF EQUIPMENT AND MATERIALS. b. IF NECESSARY, INSPECT AT THE SOURCE OF MANUFACTURE. C. CONTINUOUSLY CHECK AND EXPEDITE THE FLOW OF NECESSARY INFORMATION TO AND FROM ALL PARTIES INVOLVED. d. INFORM THE CONSTRUCTION MANAGER PROMPTLY AS IS REQUIRED. WORKMANSHIP 1. INSTALL ALL EQUIPMENT, CONDUIT AND CABLES IN A WORKMANLIKE MANNER TO PRESENT A NEAT APPEARANCE AND TO FUNCTION PROPERLY. 2. INSTALL EXPOSED SYSTEMS AND EQUIPMENT NEATLY AND GROUPED WITHOUT CONFLICT TO OTHER SERVICES. 3. INSTALL EQUIPMENT AND APPARATUS REQUIRING MAINTENANCE, ADJUSTMENT OR EVENTUAL REPLACEMENT WITH DUE ALLOWANCE THEREFORE, IN TERMS OF SPACE AND ACCESSIBILITY. 4. INCLUDE IN THE WORK ALL REQUIREMENTS OF MANUFACTURERS SHOWN ON THE SHOP DRAWINGS OR MANUFACTURERS' INSTALLATION INSTRUCTIONS AND MAKE PROVISION FOR FUTURE EQUIPMENT AS SHOWN 5. REPLACE WITHOUT EXTRA COST WORK UNSATISFACTORY TO THE CONSTRUCTION MANAGER. 6. PROTECT ALL EQUIPMENT FROM DAMAGE DURING DELIVERY TO THE SITE AND DURING INSTALLATION. MAKE GOOD ANY DAMAGE OR DETERIORATION WHATSOEVER AND HAVE IT COVERED BY REPLACEMENT GUARANTEE. SECURING OF EQUIPMENT 1. SECURE EQUIPMENT AS SHOWN ON THE STRUCTURAL DRAWINGS OR USING EXPANDABLE INSERTS, PROPERLY SIZED FOR THE LOAD TO BE CARRIED. 2. SECURE ALL EQUIPMENT, AS SHOWN ON STRUCTURAL DRAWINGS. EXCAVATION AND BACKFILL 1. ENSURE THAT ROUTE AND DEPTH OF EXCAVATION FOR UNDERGROUND ELECTRICAL SERVICES ARE AS INDICATED. PROVIDE PROTECTIVE MATERIALS AROUND AND OVER SERVICES AND BE PRESENT AT ALL TIMES DURING EXCAVATION AND BACKFILLING TO SUPERVISE WORK. 2. SUPPLY, PLACE AND MAINTAIN SHEETING, BRACING AND SHORING AS REQUIRED TO SUPPORT SIDES OF EXCAVATIONS TO PREVENT MOVEMENT WHICH CAN REDUCE NECESSARY WIDTHS OF EXCAVATIONS OR OTHERWISE INJURE OR DELAY WORK OR ENDANGER ANY PERSON. 3. THE CONTRACTOR SHALL BE RESPONSIBLE FOR PROTECTION OF EXCAVATIONS WHERE REQUIRED TO PREVENT ADVERSE EFFECTS OF RAIN OR ANY OTHER WEATHER CONDITIONS ON EXPOSED EXCAVATIONS. 4. IF DEWATERING IS REQUIRED, CONTACT THE CONTRACT MANAGER. 5. IF HAND DIGGING IS REQUIRED, CONTACT THE CONTRACT MANAGER. 6. THE POSITION OF POLE LINES, CONDUITS, SEWERS, WATERMAINS AND OTHER UNDERGROUND AND ABOVE GROUND UTILITIES IS NOT SHOWN ON THE CONTRACT DRAWINGS. BEFORE STARTING WORK, THE CONTRACTOR SHALL INFORM THEMSELVES OF THE EXACT LOCATION OF ALL SUCH UTILITIES AND STRUCTURES AND SHALL ASSUME ALL LIABILITY FOR ANY DAMAGE DONE TO THEM. 7. THE CONTRACTOR IS RESPONSIBLE FOR THE TEMPORARY SUPPORT AND/OR RELOCATION OF EXISTING UTILITIES DURING CONSTRUCTION. THE CONTRACTOR SHALL COORDINATE AND COMPLY WITH THE REQUIREMENTS OF ALL UTILITIES WHEN CROSSING OR WORKING NEAR THEIR SERVICES. GROUNDING 1. THE CONSTRUCTION OF STATION GROUNDING GRID SHALL COMPLY WITH THE RULES IN THE NATIONAL ELECTRICAL CODE 2017. 2. MINIMUM BENDING RADIUS: CABLE DIAMETER X 6. WIRING - GENERAL 1. UNLESS OTHERWISE INDICATED ON THE DRAWINGS ALL POWER AND CONTROL WIRING SHALL BE INSTALLED IN DIRECT -BURIED PVC CONDUIT. 1. ALL CONDUCTORS ARE TO BE CONTINUOUS WITH NO SPLICES FOR EACH APPLICATION. 2. TWIST ON WIRE NUT CONNECTORS ARE ONLY PERMITTED FOR LIGHTING AND RECEPTACLE CIRCUITS. 3. ALL CONDUCTORS SHALL BE STRANDED COPPER UNLESS OTHERWISE INDICATED. 4. ALL WIRING SHALL BE PERMANENTLY LABELED WITH SOURCE AND DESTINATION. 5. PROVIDE A DEDICATED EQUIPMENT GROUNDING CONDUCTOR WITH GREEN JACKET IN ALL RACEWAYS INCLUDING PVC AND METALLIC CONDUITS. GROUNDING AND BONDING CONDUCTORS ARE TO BE SIZED IN ACCORDANCE WITH THE NATIONAL ELECTRICAL CODE 2017 - LATEST EDITION. 6. PROVIDE CAT6A CABLES FROM EACH CHARGER AND POWER BLOCK TO TELECOM CABINET. 7. NO TOP OR SIDE ENTRY SHALL BE ALLOWED FOR CONDUIT OR CABLE CONNECTIONS. WIRING TERMINATIONS 1. LUGS, TERMINALS, SCREWS USED FOR TERMINATION OF WIRING TO BE SUITABLE FOR EITHER COPPER OR ALUMINUM CONDUCTORS. 2. WHERE STRANDED CONDUCTORS TERMINATE ON A SCREW TERMINAL, THE CONDUCTOR WILL BE TERMINATED WITH A FULL RING TERMINAL. 3. UNDER NO CIRCUMSTANCES SHALL MORE THAN ONE (1) CONDUCTOR OR GROUND BE INSTALLED IN A SCREW TYPE CONNECTOR, LUG OR TERMINAL BLOCK. CLEANING 1. BEFORE ENERGIZING ANY SYSTEM, INSPECT AND CLEAN ALL THE INSIDE OF ALL ELECTRICAL EQUIPMENT TO ENSURE THAT THEY ARE FREE FROM DUST AND DEBRIS. 2. AT TIME OF FINAL CLEANING, CLEAN LIGHTING REFLECTORS, LENSES, AND OTHER LIGHTING SURFACES THAT HAVE BEEN EXPOSED TO CONSTRUCTION DUST AND DIRT. 3. CLEAN ALL POLISHED, PAINTED AND PLATED WORK BRIGHTLY. 4. REMOVE ALL DEBRIS, SURPLUS MATERIAL AND ALL TOOLS. FIELD QUALITY CONTROL (TESTING) 1. PRIOR TO THE OWNER'S ACCEPTANCE, ALL ELECTRICAL EQUIPMENT, MATERIALS AND SYSTEMS INSTALLED SHALL BE SUBJECT TO AN INSPECTION AND APPLICABLE PERFORMANCE TESTS SUPERVISED BY THE CONSTRUCTION MANAGER TO ENSURE THAT THE OPERATION OF THE SYSTEM AND COMPONENTS SATISFY THE REQUIREMENTS OF THE CONTRACT DOCUMENTS. 2. TESTS REQUIRING INITIAL POWER -UP OF A SYSTEM SHALL NOT BE MADE WITHOUT NOTIFICATION OF THE CONSTRUCTION MANAGER. 3. CONDUCT ALL TESTING BY FULLY QUALIFIED PERSONNEL ONLY. 4. TEST ALL EQUIPMENT IN ACCORDANCE WITH NETA ATS-2021, "STANDARD FOR ACCEPTANCE TESTING SPECIFICATIONS FOR ELECTRICAL POWER EQUIPMENT AND SYSTEMS" . 5. CLEAN ALL EQUIPMENT PRIOR TO TESTING. 6. DOCUMENT ALL TESTING. RECORD TEST PROCEDURES, ACCEPTABLE RESULTS, ACTUAL RESULTS, REMEDIAL WORK PERFORMED AND FINAL OUTCOME. 7. REPLACE AT NO ADDITIONAL COST ALL FUSES, RELAYS, OR OTHER DEVICES DESTROYED DURING FIELD QUALITY CONTROL TESTING. UTILITY CONNECTIONS DETAILS WILL BE FORWARDED UPON RECEIPT. UNTIL DETAILS ARE PROVIDED. ASSUME THE FOLLOWING WORK: 1. COORDINATE WITH THE UTILITY FOR CONNECTION. 2. OBTAIN LOCATES. 3. RUN CONDUITS TO RISER POLE/PAD MOUNT TRANSFORMER. 4. PROVIDE SLACK CABLE FOR UTILTY TO MAKE FINAL CONNECTIONS. 5. WHERE CONNECTION IS TO OVERHEAD SYSTEM, PROVIDE CONDUIT, WEATHERHEAD AND STEEL GUARDING FOR RISER. 6. WHERE CONNECTION IS TO PADMOUNT TRANSFORMER, PROVIDE NEMA 2-HOLE LUGS FOR ALL CABLES. 7. PROVIDE METER BASE IN ENCLOSURE AND METERING CABINET WHERE APPLICABLE (SERVICE ENTRANCE >200A). ASSUME ENCLOSURE/CABINET PER NEC AND UTILITY STANDARDS. HEALTH & SAFETY FIELD QUALITY CONTROL (TESTING) 1. GENERAL CONTRACTOR SHALL BE RESPONSIBLE FOR SAFETY OF WORK AREA, ADJACENT AREAS AND BUILDING OCCUPANTS THAT ARE LIKELY TO BE AFFECTED BY THE WORK UNDER THIS CONTRACT. WORK SHALL CONFORM TO ALL LOCAL SAFETY REGULATIONS GENERAL CONTRACTOR SHALL COORDINATE WORK AND SCHEDULE WORK ACTIVITIES WITH OTHER DISCIPLINES WHERE APPLICABLE. 2. THE CONTRACTOR SHALL PROTECT EXISTING IMPROVEMENTS, PAVEMENTS, CURBS LANDSCAPING AND STRUCTURES. 3. ANY DAMAGED PART SHALL BE REPAIRED AT CONTRACTOR'S EXPENSE TO THE SATISFACTION OF OWNER. 4. CONTRACTOR SHALL BE RESPONSIBLE AT END OF DAY TO SECURE AND CLEAN CONSTRUCTION SITE TO ENSURE BUSINESS CONTINUATION L�diP►11:7:T1to] iCAIIIIIII a: 1TA11I0ay_l%11:I_10I1�y_19xIrmUI_101 OWL4 I Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J J LLJ N Uwe (y) Z� 0 Z i 0 2i �00 C` ) J O W ti Q U N _ 0 � OZ LI J 2 U A, u z 0 a W G z 0 rn 2 ac W t- G 0 z DATE 4/2/2024 SHEET TITLE ELECTRICAL SPECIFICATIONS SHEET NUMBER E-4 PAGE NUMBER 10 OF 13 16 EV DISPENSER CUT SHEETS 305.3 Size. 305.3.1 Neiv buildings and facilities. Ill new bu11c11ngs and facilities. the clear floor space shall be 52 inches (1-3-10 111111) 1111111111t1111 in length and 10 inches (760 111111) 111111ll11uni in width, 52 min 1320 o ' CD c`7 ---------� L FIGURE 305.3.1 SIZE OF CLEAR FLOOR SPACE - NEW BUILDINGS 308.2"1 Unobstructtd. R•here a forward reach iS unob- stmeted, the high forward Teach shall be 48 inches (1220 mm) maximum and the low forward reach shall be 15 inches (390 mm) minimum above the floor_ n c x (A) M 00 C14 v r-"- FIGURE 308.2.1 UNOBSTRUCTED FORWARD REACH EV DISPENSER BASE CUT SHEETS 1 1 2 BOM TABLE ITEM NO. PART NO. DESCRIPTION QTY. A 1 9002-0002F-0219-001 TOP PLATE 1 2 9002-0002F-0219-002 TUBE 1 . B� 9 4 r N 00 N Ln A atv a N N 6 (780) TERRA 94-124-184 UL PRODUCT GUIDE Designed for flexibility A configuration for every use case A i I -A A Terra 54/94/124/184 C Terra 54/94/124/184 CC Terra 54/94/124/184 C] Single outlet CCS with cable Dual outlet CCS with cable Dual outlet CCS and CHAdeMO management system management system with cable management system and credit card reader e _ 1 002 ••O•• 1.,411 Power levels Charging standards Cable management User access / payment • 50 kW CCS+CHAdeMO Reliable, tested system OCPP Integration • 90 kW CCS-only single outlet Factory or field install Credit card reader • 120 kW / 60 kW shared CCS-only dual outlet PIN via Web Tools • 180 kW / 90 kW shared Autocharge/ISO 15118 ISOMETRIC VIEW 't C SCALE 1 : 10 WELD NOTES: 1. WELD SYMBOLS IN ACCORDANCE WITH ISO 2553 : 2019. 2. RECOMMENDATIONS FOR WELDING OF METALLIC MATERIALS. WELDING OF FERRITIC STEELS IN ACCORDANCE WITH LATEST ISO STANDARD. AS RELEVANT TO WELDING METHODS ADOPTED. ` r 3. ALL WELDS TO BE DRESSED FLUSH PRIOR TO FINAL FINISH. 4. REMOVE ALL WELD SPLATTER AFTER WELDING PRIOR TO FINAL FINISH. D FINISH NOTES: .I 1. PRE FINISH CLEAN IN ACCORDANCE WITH LATEST ISO STANDARD. A 2. HOT DIP GALVANISED IN ACCORDANCE WITH LATEST ISO STANDARD. II I GENERAL NOTES: 1. ADAPTER PLATE TO SUIT ABB TERRA EV CHARGERS 54 / 54HV / 94 / 124 / 184. o 2. REFER TO SHEET 2 FOR FURTHER DETAILS & DIMENSIONS FOR ITEMS O &O 3. FOLLOWING FASTENERS, LOCATING PINS TO BE SUPPLIED. E • 6 x M10 x 20mm LONG HEX HEAD SCREW - BZP • 6x M10 PLAIN WASHERS- BZP SECTION A -A • 4 x M10 LOCATING PINS THIS DRAWING AND ANY INFORMATION OR DRAWN BY: DESCRIPTION: MATERIAL: DESCRIPTIVE MATERIALSET OUT ON IT BAW ADAPTER PLATE (RS219)-TERRA CHARGERS 54, 54HV, 94,124 & 184 See BoM & SHEET 2 ARE THE CONFIDENTIAL AND COPYRIGHT PROPERTY OF - NAL LTD AND MUST NOT BE DISCLOSED, COPIED, LOANED IN WHOLE OR PART OR USED FOR ANY PURPOSE DRAWN DATE: WITHOUT THE WRITTEN PERMISSION OF NAL LTD. PART NUMBER: FINISH: 29/06/2022 9002-0002F-0219 GALVANISED TO EN ISO 1461 COMPANY CONFIDENTIAL DOCUMENT TYPE: CHECKED/APPR'D BY: DRAWING No: SHEET. REV. UNLESS OTHERWISE STATED: ACONVOMVANY FABRICATION ASSEMBLY 9002-0002F-0219 1 of 2 A • UNEARTOL.: ±0.2 F NAL Ltd, Weir Lane, Worcester, WR24AY • ANGULAR TOL.: 0*15' PROJECTION METHOD: SHEET SIZE: Tel: 01905 427 100 THIRD ANGLE CHECKED/APPR'D DATE: APPROX WEIGHT: DRAWING SCALE: I DRAWING ACCORDANCE WITH: IN • SURFACE FINISH: 0.8µm A i I /� e-mail: sales@nal.ltd.uk lvp�-�V� A3 35.61 Kg 1:5 858888 www.nal.ltd.uk �Y I ALL DIMENSIONS: mm (METRIC) DEBURR TO REMOVE ALL SHARP EDGES R0.3 MAX REV 1 I 2 I 3 I 4 I 5 1 6 1 200 7 FIRST ISSUE DESCRIPTION 7 �A S E:1 A C E F 29/06/2022 SA DATE APPROVED 8 TERRA 94-124-184 UL PRODUCT GUIDE Terra DC Fast Chargers Technical specification UL Specifications Terra 54 Terra 94 Terra 124 Terra 184 Electrical Maximum output power 50 kW 90 kW 120 kW 180 kW continuous or 60 kW x 2 or 90 kW x 2 AC Input voltage 480Y / 277 VAC +/- 10% (60 Hz) AC input connection 3-phase:: L1, L2, L3, GND (no neutral) Nominal input current and input 64 A, 53.2 kVA 115 A, 96 kVA 153 A, 128 kVA 230 A, 192 kVA power rating Power limiting available Power limiting available Power limiting available Power limiting available Recommended upstream circuit 80 A 150 A 200 A 300 A breaker(s) Power Factor* > 0.96 Current THD* < 5% Short circuit current rating 65 kA; 10 kA optional 65 kA DC output voltage CCS-1: 200 - 500 VDC CCS-1: 150 - 920 VDC CHAdeMO: 50 - 500 VDC CHAdeMO: 150 - 500 VDC HV version: 200 - 920 VDC DC output current 125 A CCS-1: 200 A; CHAdeMO: 200 A Efficiency* I 95% Interface and Control Charging protocols CCS1 and CHAdeMO 1.2 User interface 7" high brightness full color touchscreen display RFID system ISO/IEC 14443A/B, ISO/IEC 15393, Felice" 1, NFC reader mode, Mifare, Calypso, (option: Legic) Network connection GSM/3G/4G modem; 10/100 Base-T Ethernet Communication OCPP 1.6 Core and Smart Charging Profiles; Autocharge via OCPP Supported languages J English (others available on request) Environment Operating temperature -35 •C to +55 •C / -31 •F to +131 •F (de -rating characteristics apply at extreme temperatures) Recommended storage conditions -10 •C to +70 •C / 14 •F to +158 •C (dry environment) Protection IP54, NEMA 311; indoor and outdoor rated Humidity 5%to 95%, non -condensing Altitude up to 2000 m (6560 ft) General Charge cable 6 m (19.6 ft) Dimensions (H x W x D) 1900 x 565 x 780 mm 1900 x 565 x 880 mm 74.8 x 22.2 x 30.7 in 74.8 x 22.2 x 34.6 in Weight 350 kg / 775 Ibs 350 kg / 775 Ibs 365 kg / 800 Ibs 395 kg / 870 Ibs Compliance and safety FUL 2202, CSA No. 107.1-16; UL 2231-1, UL 2231-2, CSA STD C22.2 No. 107.1; NEC Article 625, EN 61851, EN 62196; CHAdeMO 1.2; DIN 70121, ISO 15118; IEC 61000-6-3; EMC Class B, FCC Part 15 *Data shown at nominal output power 9 1 1 2 71 3 1 4 I 5 1 6 7 1 8 PRODUCT SPECIFICATION FOR RETENTION SOCKET WITH A 780 LEFT-EV CHARGER - BACK-EV CHARGER STAKKABOX ACCESS CHAMBER A ADAPTER PLATE _ 324 _ 324 - RETENTION SOCKETS TOPS MUST BE CONSTRUCTED FROM CAST STEEL TO GS240 OR t 134 / 8 x HOLES M10 •O - DUCTILE IRON TO BS2789 500-7 • RETENTION SOCKETS MUST BE CAPABLE OF WITHSTANDING HIGH SPEED VEHICLE IMPACT FORCES TO STEEL POSTS WITH A WALL THICKNESS OF 6mm. RETENTION SOCKETS MUST BE FRONT-EV CHARGER RIGHT-EV CHARGER ABLE TO WITHSTAND IMPACT WITHOUT ANY STRUCTURAL SURROUND TO THE TOP 80mm (OUTPUT CABLES) OF THE UNIT. A VALID IMPACT TEST MUST RESULT IN A POST DEFLECTION GREATER THAN - II 30 DEGREES. ALL SOCKETS MUST BE IMPACT TESTED. TEST DATA AND INDEPENDENT •�q CERTIFICATION MUST BE AVAILABLE TO SUBSTANTIATE CLAIMS FOR SOCKETS AND 1� FRONT �� FOUNDATIONS. • POSTS MUST BE POSITIVELY SECURED INTO THE RETENTION SOCKETS AND BE ABLE TO W C WITHSTAND A TURNING MOMENT OF 3.4KNM THROUGH A LOAD OF 230KG @ 1.5METRE .H FROM THE CENTRE OF POST WITHOUT ANY ROTATION. B c N g I A� SECURING MECHANISM OF SOCKETS TO POST MUST NOT DAMAGE THE COATING OR B GALVANISED SURFACE OF THE POST. ALL FIXINGS WHICH SECURE POSTS IN PLACE MUST BE HOUSED BELOW GROUND < ENSURING NO RISK OF DAMAGE, VANDALISM OR THEFT. 0 an < m RETENTION SOCKET PEDESTRIAN PLUGS MUST BE TESTED TO EN124 - B125 (12.5 TONNE) LOADING. I PEDESTRIAN PLUGS MUST BE ABLE TO BE STORED WITHIN THE SOCKET TO ENABLE RAPID _ DEPLOYMENT IN THE CASE OF AN EMERGENCY _ ACCESS CHAMBER & ALL OPERATING COMPONENTS MUST BE SERVICEABLE ON SITE WITHOUT REMOVING THE RETENTION SOCKET SOCKET. SYSTEM (RS219) THE RETENTION SOCKET MUST BE CAPABLE OF ACCOMMODATING GRADED SURFACES IN ISOM ETRIC VI EW PAVED AREA SUCH AS THOSE AT PEDESTRIAN CROSSING. 0203 200 I SCALE 1 : 20 SUPPLIERS OF RETENTION SOCKETS MUST BE ABLE TO SUPPLY EN40 & BD94/17 FOUNDATION DESIGN CALCULATIONS FOR ALL SIZES AND DEPTHS OF RETENTION SOCKETS C 300 SUPPLIED. C J► • IN THE EVENT OF AN IMPACT TO A RETENTION SOCKET THAT HAS BEEN INSTALLED Q 5 ACCORDING TO THE MANUFACTURER'S INSTRUCTIONS, THE RETENTION SOCKET MUST BE 10 < CL g GROUND LEVEL WARRANTIED AGAINST FAILURE. IN SUCH CIRCUMSTANCES THE MANUFACTURER MUST BE RESPONSIBLE FOR REPLACEMENT OF THE RETENTION SOCKET AND ALL ASSOCIATED RE- INSTATEMENT COSTS. F RETENTION SOCKETS WILL HAVE THE ABILITY TO ACCEPT ADAPTER PLATES FOR ALL EV LU RAPID CHARGERS r' U RETENTION SOCKETS WILL BE POSITIVELY FIXED TO THE CHAMBER BELOW N NO ACCESS CHAMBERS MUST BE MANUFACTURED FROM HIGH GRADE THERMOSET MATERIAL AND BE COMPLETELY RECYCLABLE AT THE END OF LIFE. • ACCESS CHAMBERS SHALL BE A TWIN -WALL DESIGN AND ASSEMBLED FROM STACKABLE 1 I 150mm DEEP SECTIONS. ACCESS CHAMBERS MUST BE TESTED TO WITHSTAND A MINIMUM VERTICAL LOAD OF 90 10 TONNES WITHOUT THE USE OF CONCRETE SURROUND FOR SUPPORT. ONLY THE D = RETENTION SOCKET WILL REQUIRE CONCRETE D w =" EXTERNAL WALLS SHALL HAVE AN EXTERNAL RIB OF WIDTH NO GREATER THAN 15mm, co I 590 POSITIONED AT THE BOTTOM OF EACH SECTION, TO ALLOW FULL SECTION DEPTH 3- COMPACTION. = I MTG PLATE EXTERNAL WALLS SHALL BE FREE FROM MOULDING VOIDS THAT WILL NEGATIVELY IMPACT N _ THE EFFECTIVENESS OF COMPACTION WHICH SHOULD BE IN ACCORDANCE WITH THE NEW to LU ROADS AND STREET WORKS ACT (1991). U 600 ACCESS CHAMBERS MUST NOT BE JOINTED IN THE CORNER OR REQUIRE MECHANICAL - < STAKKAbox ACCESS CHAMBER FIXING TO ACHIEVE STRENGTH. • ACCESS CHAMBER SECTIONS MUST HAVE THE ABILITY TO BE ADJUSTED IN HEIGHT DURING INSTALLATION BY BEING CUT LATERALLY WITHOUT LOSS OF -STRENGTH TO ALLOW FOR Y TRANSITIONAL GRADIENT INSTALLATIONS. • ALL RETENTION SOCKETS WITH ACCESS CHAMBER MUST BE PROVIDED TO THE ABOVE SPECIFICATION BY NAL LTD OR ANY EQUALLY APPROVED MANUFACTURER. SECTION A -A (ADAPTER PLATE REMOVED FOR CLARITY) THIS DRAWING AND ANY INFORMATION OR DRAWN BY. DESCRIPTION: MATERIAL: DESCRIPTIVE MATERIAL SET OUT ON IT BAW EV HIGH POWER CHARGE (HPC) FOUNDATION - See BoM ARE THE CONFIDENTIAL AND COPYRIGHT PROPERTY OF EV CHARGER ABB TERRA 94-124-184 NAL LTD AND MUST NOT BE DISCLOSED, COPIED, - LOANED IN WHOLE OR PART OR USED FOR ANY PURPOSE DRAWN DATE: PART NUMBER: FINISH: WITHOUT THE WRITTEN PERMISSION OF NAL LTD. 27/09/2022 AS SUPPLIED COMPANY CONFIDENTIAL DOCUMENTTYPE: CHECKED/APPR'D BY: DRAWING No: SHEET: REV: UNLESS OTHERWISE STATED: ACAMCOMVANV GENERAL ASSEMBLY 9000-1012 1 of 1 A • UNEARTOL.: ±0.2 F NAL Ltd, Weir Lane, Worcester, WR2 4AY ANGULAR TOL.: 0.15' F PROJECTION METHOD: SHEETSIZE: • SURFACE FINISH: 0.8µm Tel: 01905 THIRDANGLE CHECKED/APPR'D DATE: APPROx WEIGHT: DRAWING SCALE: DRAWING IN ACCORDANCE WITH: A FIRST ISSUE 127/09/2022 /� sssssB e-mail: sales@nal.ltd.uk � /'13 Kg 1�10 www.nal.ltd.uk ALL DIMENSIONS: mm (METRIC) DEBURR TO REMOVE ALL SHARP EDGES RO.3 MAX REV DESCRIPTION DATE APPROVED 1 I 2 I 3 I 4 I 5 1 6 1 7 I 8 OWL4 eMobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 0 J W N U w M� 1- `. J z�Lo 0 z o� 00>0 CY) > J i ED ti Q U N_0� Y 0z LI J � U An Z O N 2 W a I' O Z DATE 4/2/2024 SHEET TITLE EV DISPENSER STATION CUT SHEETS SHEET NUMBER E-5 PAGE NUMBER 11 OF 13 17 SWITCH GEAR CUT SHEETS PRODUCT DESCRIPTION & RATINGS PRODUCT TYPE [ EV-21 SWITCHBOARD SCHEDULE - LEVEL-3 SERVICE SWITCHBOARD CUB' DEVICE FRAME TRIP # OF DEVICE LUG INFORMATION CONDUCTOR CABLE UTILITY INFORMATION [ N/A] DESIGNATION RATING/ NOTES LOCN. MANUFACTURER RATING TYPE POLES CAT. NO. QTY PHASES CITY NEUTRAL CITY GROUND MATERIAL ENTRY - METER AFTER DISCONNECT (HOT SEQUENCE) POWER SYSTEM DATA [ INCOMING SERVICE ] 1 G.E.C. - - - - - - - - 2 (1) #8-350 KCMIL COPPER BOTTOM - I -SECTION I( BOTTOM FEED) 1 INCOMING - - - - - 6 (1)#2-000KCMIL 6 (1)#2-000 KCMIL - - ALUMINUM BOTTOM - BUS SYSTEM DATA 1A SERVICE SWITCHBOARD 2000A., 30,4W., 480Y277V - SILVER PLATED COPPER MAIN BUS 45 -100%RATED - DENSITY RATED AT 1000A PER SQUARE INCH — — - INTEGRAL GROUND FAULT PROTECTION • a -98%CONDUCTIVITY RATED IN ACCORDANCE w/ UL891 1B MAIN SERVICE DISCONNECT SCHNEIDER 2000/3 'NW 2000A LSIG 3 WLiFFV44A9SXXXXXXAZ - - - - - - BUS CONNECTED -MMS(MAINTENANCE MODE SWITCH) - -PADLOCK HASP ENCLOSURE DATA - DOOR ESCUTCHEON (CAT. M S33929) - NEUTRAL SENSOR (CAT. M S48896) - CODE GAUGE, FORMED COVERS & DOORS ® O ® r 1C CONTROL COMPARTMENT FACTORYWIRED -ENCLOSURE SHALL CONFORM TO INGRESS PROTECTION IN ACCORDANCE WITH ATYPE-3R RATING. MAIN _______------------ I I 1 I 600AIP ALUMINUM , MMS SW. -EXTERIOR HARDWARE TO BE TAMPER -RESISTANT S.S. SCREWS. I 1D CHARGING CABINET SCHNEIDER 800/3 ADJ. TR 3 LJP366DOU31XYP 1 (2)#2/0.500 KCMIL 2 (1)#2-600 KCMIL 2 (1)#6-350 KCMIL ICU GND] BOTTOM - DOOR HANDLES ARE EQUIPPED WITH PADLOCK HASP. I c#NTRas i I I I 1E CHARGING CABINET SCHNEIDER 600/3 600q ADJ. TRIP 3 LJP36600031XYP 1 (2)#2/0.500 KCMIL 2 (1)#2-800 KCMIL 2 (1)#8-350 KCMIL ALUMINUM [CU GND] BOTTOM PADLOCK HASP - FINISH SHALL BE: X WHITE (STANDARD) ❑ GRAY ❑ GREEN COMPARTMENT 1 ALUMINUM -MECHANICAL LUGS C7 ® O TAPS I I 1F CHARGING CABINET SCHNEIDER 600/3 600q 3 UP366DOU31XYP 1 (2)#210.500 KCMIL 2 (1)#2-600 KCMIL 2 (1)W350 KCMIL BOTTOM - FRONT & BOTH SIDES OR FRONT & REAR ACCESS REQUIRED TO TERMINATE INCOMING CABLES. �_ I I ADJ. TRIP [CU GND] _ CODESTANDARDS I 1G CHARGING CABINET SCHNEIDER 600/3 600q ADJ. TRIP 3 LJP36600031XYP 1 (2)#2/0.500 KCMIL 2 (1)#2400 KCMIL 2 (1)#6-350 KCMIL ALUMINUM [CU GND] BOTTOM ® ® - UL891 I IB i 15A 15A N I 1 SPARE SCHNEIDER 1511 THE 1 BJL18015 1 #143/OAWG 1 #14-1NAWG 1 #14-1l0 AWG COPPER BOTTOM - 73 NAMEPLATES our) i ® ® -LAMICOID TYPE, WHITE w/BLACK LETTERS. I �� I 1 SPARE SCHNEIDER 15/1 ZIfR1 a�L-AwG 1 BJL16015 1 #143/OAWG 1 #14-110 AWG 1 #14-1/0 AWG COPPER BOTTOM - ® ® ACCESSORIES N.S. - ENCLOSURE HEATERS W/ HYGROSTAT CONTROL � ,DISC. . ® ® LINK -SERVICE DISCONNECT GROUND FAULT PROTECTION PER N.E.C. 230.95. : II �I 1 I 1 (IN) M.B.J.- (2) 15 A., 1-POLE SUP ' BUS GEC GEC CGND v v 1 1 FRONT VIEW (SHOWN WITHOUT DOORS) CUSTOMER LINCOLN ELECTRIC CIRCLE PRODUCTS CO., INC. B152 947 LEHIGH AVENUE, UNION, NJ 07083 CHARLOTTE, NC WWW.LE1949.COM MAIN(908)686-2900 T-1V [ROOF OVERALL WIDTH] 1�i 45 I�1 r I 1f 1F--------------- 1I I I I I I W I I ° I I J O I 8 I I LU I I M I- --------- I — 1 �0 r0 �O PLAN VIEW 1 DOORS OPEN REFERENCES: - FOR NAMEPLATE DESIGNATIONS SEE'SWITCHBOARD SCHEDULE' SHT-03 PROJECT DRAWING TITLE DESIGNATION OB# BRAWNBY NUMBER CUSTOMER PROJECT EV CHARGING STATION FRONT VIEW fATEXXt)o(/X)O(X �,HEET EV-2 1 OF 6 JOELOUIGPMENT Ij LINCOLN ELECTRIC CIRCLE K EV CHARGING STATION O PRODUCTS CO., INC. B152 SHORT CIRCUIT RATING CITY, STATE TAE AMPERAGE BUS MATE 11CLURE REV ORAG NUMBER 947 LEHIGH AVENUE. UNION. NJ 07083 CHARLOTTE, NC CITY, STATE 65kA. SYM. RMS 480Y/277V AC 2000A 30,4W COPPER TYPE-3R 0 xxxxxSB01 WYWY.LE1949.00M MAIN(908)888-2900 3'4" [CUBICLES OVERALL WIDTH] 45 8.25F 8.25 3.125— ~3.125" 2.125 I 38.71 1 3.12 BOTTOM 1__1 CONDUIT AREAci o �28.75� }—FRONT SECTION X-X ANCHOR BOLT LOCATIONS & BOTTOM CONDUIT AREAS 4" CND r 00000 INCOMING AREA 1" CND 0000 62 0000OUTGOING AREA CUSTOMER PROJECT DRAWING TITLE EQUIPMENT DESIGNATION LINCOLN ELECTRIC CIRCLE K EV CHARGING STATION PLAN VIEW EV-2 PRODUCTS CO. INC. B152 SHORTCIRCUIT RATING VOLTAGE 947 LEHIGH AVENUE, UNION, NJ 07083 CHARLOTTE, NC CITY, STATE WJJW.LE1949.COM MAIN(908)688-2900 65kA. SYM. RMS 480Y/277V AC NAL CABINET BASE CUT SHEETS LFRONT EXAMPLE CONDUIT CONFIGURATION BOTTOM CONDUIT AREA -- FACTORY WIRED REFERENCES: - FOR CONTROL COMPARTMENT DETAILS SEE SHT-06 DRAWING TITLE EQUIPMENT DESIGNATION JOB0 BRAWNBY DATE SHEET NUMBER CUSTOMER PROJECT DRAWING TITLE EQUIPMENT DESIGNATION JOBi BRAV44 BY DATE DIAGRAM EV-2 xX/XX/XXXx 2 OF 6 LI NCOLN ELECTRIC CIRCLEK EV CHARGING STATION SCHEDULE EV-2 xx/xx/xxxx 3OF6 �,HEETNUMBERONE-LINE PRODUCTS CO., INC. B152 SHORT CIRCUIT RATING OLTAGE AMPERAGE SYST BUS MATE JAL ENCL SURE REV DRA NG NUMBER 907 LEHIGH AVENUE, UNION. NJ 07083 CHARLOTTE, NC SHORT CIRCUIT RATING CITY, STATE CILTAGE AMPERAGE SYSTE BUSMA JAL ENCl. SURE REV DRAG NUMBER 65kA. SYM. RMS 480YI277V AC 2000A 30, 4W COPPER TYPE-3R 0 xxxxxSB01 WWW.LE194O.COM MAIN(908)688.29W 65kA. SYM. RMS 4BOY1277V AC 2000A 3�, 4W COPPER TYPE-3R 0 xxxxxSB01 LIFTING HOOKS LIFTING HOOKS (REMOVED AFTER REMOVED AFTER GEAR PLACEMENT) GEAR PLACEMENT 40 ROOF 0. °0 --- --- � y- -FRONT NP1 Si 1A S2 37 LEFT -SIDE VIEW (END SECTION) SIGNAGE: NP1-UNCOLN NAMEPLATE (2.5" x 8" ALUMINUM) S1 -DANGER 480 VOLTS (BI-LINGUAL) S2 -DANGER ARC FLASH (BI-LINGUAL) JOB# BRAWN BY DATE CUSTOMER LINCOLN ELECTRIC xx/xx/xxxx 40F6 �'HEET.UMIBEIR CIRCLE PRODUCTS CO., INC. B152 AMPERAGE SYST BUS MA L1L SURE REV ORAGNUMBER 947 LEHIGH AVENUE, UNION, NJ 07083 CHARLOTTE, NC 2000A 30,4W COPPER [14CL TYPE-3R 0 xxxxxSB01 OW4WLEIW9COM MAIN(908)688-2900 Xr , ZX 45" [SHIPPING SECTION] FRONT VIEW (EXTERIOR DOORS SHOWN) REFERENCES: - FOR NAMEPLATE DESIGNATIONS SEE'SWITCHBOARD SCHEDULE' SHT-03 - FOR SECTION VIEW'X-X' SEE SHT-04 PROJECT DRAWING TITLE EQUIPMENT DESIGNATION Ill. BRAWN BY [ATE,EV CHARGING STATION EXTERIOR VIEWS EV-2CITY, STATE SHORT CIRCUIT RATING OLTAGE AMPERAGE I BUS MA 11AL ENCLURE65kA. SYM. RMS 480Y/277V AC 2000A 30, 4W COPPER TYPE- BUSTAPJF r--------______U7.51 IFU7.51 I 480 120V., 1PJTB/L I �YB/GI I�/GI I/�/NI I I J 1 3 KVA., XFMR�CB1 TCB2 TCB3 I L L J-----------------T --- _------------- F- I L---------------------J ETH 1DC+ I DC- I PSU I I I JL--------�—J I L--------------------------------L-------------I—!-------------------------------------1�JL--------------------------------------L---------------------------------------------+—L_ — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — —CIRCLE-K MCB CUSTOMER' CONTROLS COMPARTMENT THE ENCLOSED ASSEMBLY WILL BE LISTED UNDER UL891TRCABLES LEGEND: AN7 -ANTENNA B1- -SCHNEIDER TYPE'MULTI-9'MINATURE CIRCUIT BREAKER8A. TRIP, 1-POLE, 1Ok A.I.C. @ 240VAC [CAT. A M9F42108] CB3 -SCHNEIDER TYPE'MULTI-9'MINATURE CIRCUIT BREAKER: 15A. TRIP, 1-POLE, 10k A.I.C. @ 240VAC [CAT. #: M9F42115] CEP -COMPACT FUSED DISCONNECT SWITCH [MFR: MERSEN CAT.#CEP-2-30CC] -TERMINAL BLOCK: 24VDC (-) -TERMINAL BLOCK: 24VDC (+) -FUSE TYPE'FNQ-R'[MFR: BUSSMANN CAT. #FNQ-R-7 12] ETH -ETHERNET SWITCH SHEET NUMBER CUSTOMER x/xxhOCO( 5OF6 .4/ LINCOLN ELECTRIC CIRCLE REV DRA NGNUMBER PRODUCTS CO., INC. B152 M7 LEHIGH AVENUE, UNION, NJ 07083 CHARLOTTE, NC 3R 0 xwaSB01 WVWd LE1949COM MAIN(908)688-2900 1 I 2 1 3 I 4 5 I 6 1 7 1 8 1143 SPECIFICATION FOR EV CABINET BASES WITH A CABINET FOOTPRINT ULTIMA CONNECT ACCESS CHAMBERS A • THE EV CABINET BASE MUST ENABLE THE INSTALLATION OF ALL EV CABINET 20�9.6 _ 723.9 T 209.6 TYPES INTO A FULLY ENCLOSED DUCTED SYSTEM ALLOWING ADDITIONAL B CABLES TO BE INSTALLED WITHOUTTHE NEEDTO REMOVE BASE SEAL. NAL 450 x 450 ANTI -SLIP EV CABINET BASES TO BE MANUFACTURED FROM GALVANIZED STEEL 'I COMPOSITE COVER (2 No) • BOTH PLINTH AND CABLE GLAND TRAY TO BE MANUFACTURED WITH PRE - DRILLED FIXING POINTS FOR CABINET AND EARTH POINTS. I I A I • • A CABINET BASE FRAME CABINET BASES MUST HAVE INTERCHANGEABLE A15 ANTI SLIP COMPOSITE _ COVERS z L • ACCESS CHAMBERS MUST BE MANUFACTURED FROM THERMOSETGRP. a J ACCESS CHAMBERS SHALL BE A TWIN -WALL DESIGN WITH A TRANSVERSE rl `^ VERTICAL RIB AND ASSEMBLED FROM STACKABLE 150mm DEEP SECTIONS. °�10 • ACCESS CHAMBERS MUST BE TESTED TO WITHSTAND A MINIMUM VERTICAL O1 ,ri 4x M12 LOAD OF 90 TONNES WITHOUT THE USE OF CONCRETE SURROUND FOR STAKKAbox Ultima CONNECT SUPPORT. B z LOCATION HOLES AB m ACCESS CHAMBER EXTERNAL WALLS SHALL BE SMOOTH WITH A KEY LIP TO ALLOW FULL S . COMPACTION AGAINST THE CHAMBER AND KEY INTO BACKFILL MATERIAL. '[ I • EXTERNAL WALLS SHALL BE FREE FROM MOULDING VOIDS THAT WILL NEGATIVELY IMPACT THE EFFECTIVENESS OF COMPACTION WHICH SHOULD BE -- IN ACCORDANCE WITH THE NEW ROADS AND STREET WORKS ACT (1991). """„"""""" """"------ • ACCESS CHAMBERS MUST NOT BE JOINTED IN THE CORNER OR REQUIRE MECHANICAL FIXING TO ACHIEVE STRENGTH. VERTICAL JOINTS WILL BE STAGGERED. — • ACCESS CHAMBER SECTIONS MUST HAVE THE ABILITY TO BE ADJUSTED IN HEIGHT DURING INSTALLATION BY BEING CUT LATERALLY WITHOUT LOSS OF REMP STRENGTH TO ALLOW FOR TRANSITIONAL GRADIENT INSTALLATIONS. • ACCESS CHAMBERS WILL ALLOW DUCT ENTRIES TO BE QUICKLY FORMED ON SITE. EXPLODED VIEW ACCESS CHAMBERS MUST HAVE SMOOTH INTERNAL WALLS TO ALLOW C B (CABINET OMITTED FOR CLARITY) CHAMBER FURNITURE TO BE FITTED. C • ANY SIZE CHAMBER CAN BE MADE IN 100mm INTERVALS PLAN VIEW ELEVATION TWIN WALL ACCESS CHAMBERS TO BE SUPPLIED TO THE ABOVE SPECIFICATION BY NAL LTD OR EQUALLY APPROVED MANUFACTURER. w w _ 1145 _ GL = 1545 - z CABINET BASE FRAME CABINET BASE FRAME o n GROUND O0 LEVEL I I - -I =L III �J 018 TYP4 POS'NS D w FRAME TO BE BOLTED THRU I I STA KAboxACCEESSCHAMBER L IF IT 2 IF C A I- _F ill - 1000 ACCESS CHAMBER _ 1400 ACCESS CHAMBER CLEAR OPENING CLEAR OPENING E SECTION A -A SECTION B-B (CABINET OMITTED FOR CLARITY) (CABINET OMITTED FOR CLARITY) E THIS DRAWI NG AND ANY I NFORMATION OR DRAWN BY: DESCRIPTION: MATERIAL: DESCRIPTIVE MATERIAL SET OUT ON IT PR ARE THE CONFIDENTIAL AND COPYRIGHT PROPERTY OF BAW CABINET BASE SYSTEM-LINCOLN ELECTRIC SINGLE CABINET (45 INCH) See BoM NAL LTD AND MUST NOT BE DISCLOSED, COPIED, — LOANEDINWHOLE ORPART ORUSED FOR ANY PURPOSE DRAWN DATE: PART NUMBER: FINISH: WITHOUT THE WRITTEN PERMISSION OF NAL LTD. COMPANY CONFIDENTIAL 06/02/2023 AS SUPPLIED DOCUMENT TYPE: CHECKED/APPR'D BY: DRAWING No: SHEET: REV: UNLESS OTHERWISE STATED: ACBNCGMPANY GENERALASSEMBLY 8000-10117 1ofI A . LINEARTOL.: -0.2 F NAL Ltd, Weir Lane, Worcester, WR24AY ANGULAR TOL.: 0'15' C PROUECTIONMEfHOD: SHEET 5RE: • SURFACE FINISH: O.BPm r Tel: 01905 427 100 THIRD ANGLE CHECKED/APPR'D DATE: APPROX WEIGHT: DRAWING SCALE:. DRAWING IN ACCORDANCE WITH: /A FIRSTISSUE 06/03/2023 RC v I`I 858888 e-mail: Y m ss@nal.ltd.uk A3 Kg 1:20 ALL DIMENSIONS:m(METRIC) DEBURR TO REMOVE ALL SHARP EDGES R0.3 MAX REV DESCRIPTION DATE APPROVED 1 I 2 I 3 I 4 I 5 1 6 1 7 I 8 GFCI -15A., 120V., GROUND FAULT CIRCUIT INTERRUPTER, DUPLEX RECEPTACLE, WITH USB-A & USB-C CHARGING PORTS. HCM -HYGROSTAT [MFR: STEGO CAT. # EFR-0121 HTR -FINNED STRIP HEATER 25OW @ 120V. [MFR: VULCAN CAT. #OSF1310-250A] MCB -MAIN CIRCUIT BREAKER PSU -24VDC POWER SUPPLY UNIT [MFR: MEANWELL 120W. DC [CAT. # SDR-120-24] TRIG -TERMINAL BLOCK: GROUND 7BA. -TERMINAL BLOCK LINE 781N -TERMINAL BLOCK: NEUTRAL V3SC -V3 SITE CONTROLLER COMPUTER (CAT#: ICO300) (24VDC) PROJECT - DRAWING TITLE J.EQUI.PEENT DESIGNATION CONTROLS EV-2 EV CHARGING STATION COMPARTMENT CITY, STATE SHORT CIRCUIT RATING TAAMPERAGE 65kA. SYM. RMS 480Y/277V AC 2000A JOB# BRAWN BY DATE �,HEIET NUMBER xx/xx/xxxx 6 OF 6 SYSTE [IUSMA SAL ENCL SURE REV DRAG NUMBER 34, 4W COPPER TYPE-3R 0 xxxxxSB01 DWL4"104" (Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: Ucense Number. 62439 0 J J W N Uwe CO z LLo 0 z lit O L �00 M J ti Q U_ N 0� �e _OZ J � NU LV A, �J z O t, VV! W G z O h K F G O z DATE 4/2/2024 SHEET TITLE SWITCHGEAR CUT SHEETS SHEET NUMBER E-6 PAGE NUMBER 12 OF 13 III POWER AND SIGNAL DEVICE LEGEND ABBREVIATIONS A, AMP AMPERE EMT ELECTRICAL METAL TUBING N NEUTRAL SYMBOL DESCRIPTION ADA AMERICANS WITH DISABILITIES ACT FACP FIRE ALARM CONTROL PANEL NC NORMALLY CLOSED UON, 20A, 125V, 2P, 3W, GROUNDED WALL MOUNTED DUPLEX AND DOUBLE DUPLEX RECEPTACLES, NEMA 5-20R. AF AMPERE FRAME FBO FURNISH BY OTHER DIVISION OF WORK NO NUMBER (COLOR PER ARCHITECT). ALL OUTLETS SHALL BE LABELED AFF ABOVE FINISH FLOOR FCO FUSE CUTOUT BOX NTS NOT TO SCALE WITH ITS SOURCE PANEL AND BREAKER # ID. "WP" AHJ AUTHORITY HAVING JURISDICTION FCS FIRE COMMAND STATION OL OVERLOAD DEVICE - INDICATES WEATHERPROOF (TYP FOR WIRING DEVICES) AIC AMPS INTERRUPTING CAPACITY FSD FIRE SMOKE DAMPER P POLE "C" - INDICATES COUNTER HEIGHT (TYP FOR WIRING AT AMPERE TRIP FU FUSE PNL PANEL DEVICES) ATS AUTOMATIC TRANSFER SWITCH FL FLOOR 0 PHASE SHADING FOR DUPLEX OR DOUBLE DUPLEX PER ABOVE AWG AMERICAN WIRE GAUGE FLEX FLEXIBLE RA RETURN AIR INDICATES DEDICATED CIRCUIT UON, 20A, 125V, 2P, 3W, GROUNDED WALL MOUNTED BLDG BUILDING FT FEET OR FOOT RG, RAG RETURN AIR GRILLE DUPLEX AND DOUBLE DUPLEX RECEPTACLES WITH GROUND BMS BUILDING MANAGEMENT SYSTEM GA GAUGE SN SOLID NEUTRAL FAULT CIRCUIT INTERRUPTER, NEMA 5-20R. WEATHER PROOF (COLOR PER ARCHITECT). ALL OUTLETS SHALL BE LABELED C CONDUIT G, GRD GROUND SPCP STAIR PRESSURIZATION SYSTEM WITH ITS SOURCE PANEL AND BREAKER # ID. CAT CATALOG GC GENERAL CONTRACTOR CONTROL PANEL ELECTRICAL JUNCTION BOX FOR HARDWIRED EQUIPMENT. CB CIRCUIT BREAKER GFI GROUND FAULT INTERRUPTER STP STAIR PRESSURIZATION (2) INDICATES DOUBLE -GANG BOX. CD CANDELA HID HIGH INTENSITY DISCHARGE SW SWITCH O (F) INDICATES FLOOR RECESSED. CFSD COMBINATION FIRE/SMOKE DAMPER HP HORSEPOWER SWBD SWITCHBOARD (CE) INDICATES CEILING RECESSED. (AFC) INDICATES ABOVE FINISHED CEILING, SURFACE MTD. CKT CIRCUIT HVAC HEATING, VENTILATING 8c TEL TELEPHONE SURFACE MOUNTED PANELBOARD - SOLID INDICATES NEW, CLG CEILING AIR CONDITIONING TYP TYPICAL c UNSHADED DASHED INDICATES EXISTING / CO CONDUIT ONLY HZ HERTZ UON UNLESS OTHERWISE NOTED DRY TYPE TRANSFORMER - SIZE AS INDICATED ON THE CU COPPER IC INTERRUPTING CAPACITY UL UNDERWRITERS LABORATORIES ❑T DRAWINGS ELECTRICAL METER OR SUB -METER AS IDENTIFIED ON THE DACS DIGITAL ALARM COMMUNICATION SYSTEM JB JUNCTION BOX UV ULTRAVIOLET DRAWINGS DACT DIGITAL ALARM COMMUNICATION TERMINAL LEMCS LOCAL EMERGENCY CONTROL SYSTEM VESDA VERY EARLY SMOKE DETECTION 1 CKT I PNL-(#) ONE, TWO, OR THREE HOME RUNS TO ELECTRICAL PANEL DGP DATA GATHERING PANEL LTG LIGHTING APPARATUS 2 CKT PNL-(#),(#) 'PNL' - INDICATED PANEL NAME DIFF DIFFERENTIAL MCB MAIN CIRCUIT BREAKER V VOLTAGE 3 CKT PNL-(#),(#),(# # -INDICATES CIRCUIT NUMBER, U.O.N. DISC DISCONNECT MECH MECHANICAL VDC DIRECT CURRENT VOLTAGE �G23 GROUND BAR DN DOWN MER MECHANICAL EQUIPMENT ROOM VFD VARIABLE FREQUENCY DRIVE DWG DRAWING MIN MINIMUM WP WEATHER PROOF ELEC ELECTRICAL MLO MAIN LUGS ONLY EMR ELEVATOR MACHINE ROOM MTD MOUNTED OWL4 i Mobility I hereby certify that this plan, specification, or report was prepared by me or under my direct supervision and that I am a duly Licensed Professional Engineer under the laws of the state of Minnesota Signature: Name: Phillip J Jaminet Date: License Number. 62439 O J J LLJ N Uwe CY) Z�Lo 0 Z 0 � p0 � > J M W ti Q U_ NSO oZ LI J 75 U ry AM DATE 4/2/2024 SHEET TITLE ELECTRICAL GENERALNOTES SHEET NUMBER E-7 PAGE NUMBER 13 OF 13 City Council Agenda: 5/28/2024 2L. Consideration to adopt Resolution 2024-44 approving a Planned Unit Development (PUD) Adiustment for additional amenities at Savanna Vista/Monticello Lakes PUD. Applicant: Monticello Lakes, LLC Prepared by: Community Development Director Reviewed by: N/A ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to adopt Resolution 2024-44 approving a PUD Adjustment for additional amenities at Savanna Vista/Monticello Lakes PUD, based on findings in said resolution and subject to the conditions of Exhibit Z. PREVIOUS COUNCIL ACTION November 22, 2021: Preliminary plat, development stage PUD approval December 13, 2021: Final plat, final stage PUD, development contract approval March 13, 2023: Approval of assignment of Development Contract for the Monticello Lakes Planned Unit Development from Monticello Lake Apartments LLC to Monticello Lakes, LLC and approval of a PUD Amendment for Monticello Lakes PUD District, including related amendments to the Development Contract and Planned Unit Development Agreement REFERENCE AND BACKGROUND Property: Legal Description: Lot 1, Block 1, Monticello Business Center Eighth Addition PID #: 155-269-001010 Planning Case Number: 2024-25 Request(s): Amendment to the Monticello Lakes PUD District Deadline for Decision: July 7, 2024 (60-day deadline) September 5, 2024 (120-day deadline) Land Use Designation: Commercial and Residential Flex — Pointes at Cedar Zoning Designation: Monticello Lakes Planned Unit Development District City Council Agenda: 5/28/2024 Overlays/Environmental Regulations Applicable: N/A Current Site Uses: Multi -Family Residential (Under Construction) Surrounding Land Uses: North: Vacant Land, (B-4) East: Mixed Residential (R-2, PUD) South: Mid Density Residential (R-3) West: Commercial/Vacant (B-4) ANALYSIS The developer of the Savanna Vista project at the Monticello Lakes Planned Unit Development is requesting an adjustment to the Planned Unit Development to accommodate the addition of pickleball courts to their site. Two pickleball courts are proposed to be located just east of the northerly building and clubhouse area. The courts will be accessible only to the residents of Savanna Vista and their guests. The courts will be protected by a 4' coated chain link fence and gate. The courts are accessory to the multi -family principal use, similar to the club house and outdoor pool on -site. By ordinance, adjustments to planned unit developments may be considered by the City Council when the adjustment does not: 1. Eliminate, diminish or be disruptive to the preservation and protection of sensitive site features. 2. Eliminate, diminish or compromise the high quality of site planning, design, landscaping or building materials. 3. Alter significantly the location of buildings, parking areas or roads. 4. Increase or decrease the number of residential dwelling units by more than 5%. 5. Increase the gross floor area of non-residential buildings by more than 3% or increase the gross floor area of any individual building by more than 5% (residential lots not guided for specific structure sizes are excluded from this requirement). 6. Increase the number of stories of any building. 7. Decrease the amount of open space or alter it in such a way as to change its original design or intended function or use. 8. Create non-compliance with any condition attached to the approval of the final PUD plan. The proposed project meets each of these requirements for PUD adjustment. Although the facility is proposed in an area previously planned as open lawn, more than adequate lawn and City Council Agenda: 5/28/2024 landscaped green space is planned throughout the site and surrounding the clubhouse. The Savanna Vista site is also directly adjacent to and connected via trail to the open lawns and parkland planned at The Pointes at Cedar. The pickleball courts will not disrupt any required landscaping on the site. The courts will be screened from Edmonson Avenue by the approved site berming and landscaping. The intensity of the landscaping and berming of the site will also buffer adjacent land uses from potential increased noise resulting from the recreational use, which is expected to be intermittent and seasonal. No site parking or circulation routes will be impacted by the facility and the approved site grading accommodates the proposed use at this location. Budget Impact: The applicant submits an escrow with their land use application that is used to cover the costs of review of the application, including staff and consulting time. II. Staff Workload Impact: Staff time for review of application included Community Development and Engineering staff, estimated at 3 hours in total. III. Comprehensive Plan Impact: The proposed project amendments are consistent both with the past PUD approvals and consistency with the design goals of The Pointes, an appendix of the Monticello 2040 Vision + Plan. STAFF RECOMMENDED ACTION Staff recommends approval of the PUD Adjustment. The proposed pickleball courts are an added amenity enhancing the Monticello Lakes planned unit development and are proposed to occupy a space within the site appropriate for the proposed use. SUPPORTING DATA A. Resolution 2024-44 B. Aerial Site Image C. Proposed Site Plan Modification D. Approved Landscaping Plan EXHIBIT Z PUD ADJUSTMENT — MONTICELLO LAKES PUD DISTRICT Comments and recommendations of other staff, including the City Engineer. 2. Execution of an amended PUD agreement governing the proposed development in accordance with site plans and comments of the May 28t", 2024, staff report. CITY OF MONTICELLO WRIGHT COUNTY, MINNNESOTA RESOLUTION NO. 2024-44 APPROVAL OF AN ADJUSTMENT TO THE MONTICELLO LAKES PLANNED UNIT DEVELOPMENT FOR THE RECREATIONAL AMENITY MODIFICATIONS WHEREAS, the applicant has submitted a request for an Adjustment to an existing PUD; and WHEREAS, the site is zoned Monticello Lakes Planned Unit Development District, and is subject to the approved Planned Unit Development ordinance; and WHEREAS, the approved use of the site and PUD is multi -family residential, consistent with both the zoning and the original PUD approvals; and WHEREAS, an adjustment to the current PUD flexibility is allowed under zoning ordinance process when modifications to the approved plans do not significantly change the site or intensity of the use; and WHEREAS, the applicant has planned for the addition of a recreational amenity consistent with the approved uses under the PUD and the zoning ordinance; and WHEREAS, the recreational amenity will not create any unanticipated changes to the demand for public services on or around the site; and WHEREAS, the City Council has considered all of the comments and the staff report, which are incorporated by reference into the resolution; and WHEREAS, the City Council of the City of Monticello makes the following Findings of Fact in relation to the adjustment to PUD approval: 1. The proposed uses are consistent with the existing and future land uses in the area in which they are located. 2. The proposed PUD Adjustment incorporates standards of the PUD appropriate to the use and does not substantively impact either the use or the building on the site. 3. The impacts of the improvements are those anticipated by the multi -family residential land uses and are addressed through standard review and ordinances as adopted. 4. No other changes or impacts resulting from the proposed modifications are anticipated. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Monticello, Minnesota, that the Monticello City Council approves the PUD Adjustment for the Monticello Lakes Planned Unit Development District, subject to the conditions listed in Exhibit Z of the staff report as follows: CITY OF MONTICELLO WRIGHT COUNTY, MINNNESOTA RESOLUTION NO. 2024-44 1. Comments and recommendations of other staff, including the City Engineer. 2. Execution of an amended PUD agreement governing the proposed development in accordance with site plans and comments of the May 28t", 2024 staff report. ADOPTED this 281" day of May, 2024, by the City Council of the City of Monticello, Minnesota. ATTEST: Jennifer Schreiber, City Clerk MONTICELLO CITY COUNCIL LIM Lloyd Hilgart, Mayor 2 Subject Site 6 ' 40 w 4Wk (�o;� City Boundary Q Parcels •`� I' I77dim ' I •�pl��i�'-�i�l�� 11111 �II� lr�l1 � J,� �rI��R�/I�l��r4K ti 1 in = 528 Ft N r-4 CITY OF Monticello May 21, 2024 Map Powered By Datafi wsb PICKLEBALL COURTS �• + 4 y 7SIDEWALK b\ o 110 2.OD%cl • • • • IIIIIIIIII� IIII i� 152 03 16, II ,I 96� Q 4 O f' . _ I v� �j -o.00'^ Z 500> :0 L2. % e1Z 1915 7. CG5S AZcV, 1Y I I :967.2 Imo I �\ I� I 2 II / r� rqO�9.50 �2.UO I 967.25 96`5\1 8�I a 44.00 A,'RENCH DRAI S 0' 967„mi`96 800' � 0 I 0 I I— IJO I 96�0 o I f20.00' 7' SIDEWALK 6967.80 f X967.54 � 6,,0 grO�r �co O ry �� co- c V Iy I .so 9 o % I 966.76/ I QUANTITIES: 8, p BITUMINOUS TYPICAL SECTION 380 LF 4 HIGH BLACK COATED CHAIN LINK FENCE NOT TO SCALE 2 — 5' SLIDING FENCE GATES 1.5" BITUMINOUS WEAR COURSE 2 — NETS AND POLES ' . PER MNDOT 2360 SPWEA3408 , 3"I 4,921 SQ FT BITUMINOUS TYPICAL SECTION Ws" BITUMINOUS BASE PER MNDOT SPNWA3408 COURSE 4,896 SQ FT PICKLEMASTER SURFACING SYSTEM CLASS 5 AGGREGATE BASE 436 LF 2" EPDXY LINES DATE OF SURVEY: 4-18-24 1 HEREBY CERTIFY THAT THIS PLAN, SPECIFICATION OR REPORT WAS PREPARED nII ENGINEERING Prepared For: BY ME OR UNDER MY DIRECT SUPERVISION AND THAT A DULY LICENSED �� I (/�II SURVEYING MONTICELLO LAKES LLC PROFESSIONAL ENGINEER UNDER THE LAWS OF THE STATE OF MINNESOTA o PLANNING 14883 ORCHARD PARKWAY APT.103 14M� Ph. 507-867-1666 -, MARK R WELCH 14070 Hwy 52 S.E. Fax 507-867-1665 WESTMINSTER, CO 80023 DATE 4/24/2024 REG. NO. 42736 Chatfield, MN 55923 WWW.ggg.to SHEET 1 OF 1 1 FILE NO.: 20-408 r 12 / / / 1 dl1 l e l III IJ.Ie„i 1 ln:{.0 Engineering: G-Cubed Inc. 285 Westview Dr. West St. Paul, MN 55118 _ I 796-300-1213 Daniel Tilsen, Lead Design Project Manager 651-283-7546 djtilsen@gmail.com BLUE -PRINT Geoffrey G. Griffin, Surveyor 507-867-1666, ex 102 geoffg@ggg.to iAGNICA MOGREN. MW 1551 246.7791 Mark Welch, Engineer — 507-867-1666 ex 105 markw@ggg.to Developer: Monticello Meadows Town Homes, LLC K.Peter Salland, Esq. 19356 Meadowridge Trail N., Marine Mn. 55047 Cell: 651-245-7222 Office 651-433-0155 Peterstalland@hotmai1.com k 61illeui 'a IL ,F dh',: , nYt6iI.IL.,,,,i.t :1f,: Lnlld: ail', I'i,luf. u, AeldolAi.111 AnLa ..,, f,1, lv: ,,e.,4 „i.Wiol O, Adi b., :e. .'uY „alb:: Y?'.d', 44.-,AI,N.IId ;ke O a 'I,I �I�SI L,1 uiu. udle i! �h,I, :I I: im i ole ilbul ad �c'ua up ..col .I�ry, it 151 �. o9 �. YLile,ll�V h§t 'I�iud uy .polli, It 11!�la yll4 r ` Peep Palo Paco Palo �J `r Garage Entry A P cat r It m t 100 units O ril" IIP.a,IP-71 „ �1iiI4 ! depl, tv�a ail I ' i' i t I,�s i°I;� r..�atd� vi ,�., la�sl:l�a IP',.l�l, f Laws t Law O O 4 4& Walk \ Walk _ Entry Lawn Parking o yuy�uy} ROCK ROCK Walk im Fence i Lawn Lawn aw� > rn Sl ��—.��-�.1111•'u.,- M INTENA CE ® O Walk Garage Entry _ Lawn C = Office and Events Parking = . _ z cn Walk I ��-wl�� LJ Waik uz Pool / Walk / v� tl3 ROCK �j - Walk . . - wis FJM GRASS B Lawn GRASS S GRASS F 0 :Il-lol1,:11m' is .,li�';' : , �yfjy� is::�:,,81bIii",6";i,i"1.iit6it,, Mfl Garage Entry Waik Lawn ROCK I - 0:l� alk Lawn n pOa1 PartQ4 > / �,.,,I ii '.i.J :ill:i,. :J .ti',�,, dil t ., YitaYliu„' I. Pluaw,➢�,1 ub a.L, .�J�', W�xiu, � lil, ,�iiil�.�.'., ui Ia,�ou :i ili,.l.��l,�� ell, :,, i,in u,i:, it :I.,�i�A :1 i�i d„� � :�, yu �, il, 6,1 i d„1, Y'��i�il,i u. 61 I i��li �. •�un�Y:��i ', v: i:id��, l��.L : i �'il � fli i � I I, :�, i,�.�� i��', i� � �, �, '.'I � i, '� i i �:, i��:1a i,,. �,� � i� I �, .� I .,,. i�.e„• a„i� �i i�ii.i � �, �.�,�. 61 �� . �. � �i �� i,.i �� .ill hi..a Monti"cello Lake A artment"s GRAPHIC SCALE .v LEAmIndascape Planni nim r� p , aP. 4Y MOilG NBC Nt ,Gpan 9+ur. �amw.wl »0 ' � o�fePw rw�pM�R p ,�» It 1. NlP 'l NORTH tYn plii 4R4 rl Qyp�q CY» p�° a�» City f Monticello Wrig9 ht AIL � : (IN FEET) O BENCHMARK: TOP NUT HYDRANT ON SCHOOL BOULEVARD 300' WEST OF THE INTERSECTION WITH EDMONSON AVENUE NE, ELEV:985.13 i1:1.1.1112111111111011l=I.L. ULI11.1. .'li, it ,AlIli Il,u i ia," I..... e,u0 Il�,ro�:il ',L „p,. .If 4: e,1111.,1.1 11i'..III ,.61.ulLi DETAIL IIN=50FIT LANDSCAPE LEGEND SYMBOL COMMON NAME / BOTANICAL NAME SIZE ROOT QTY COMMENTS EVERGREEN & CANOPY TREES HT x WIDTH NORTHERN PIN OAK 2" CAL. cont. 3 QUERCUS ELLIPSOIDALIS SWAMP WHITE OAK 2" CAL. cont. 3 QUERCUS BICOLOR BUR OAK 2" CAL cont. 2 QUERCUS MACROCARPA AUSTRIAN PINE 6' HT. cont. 13 PI NUS NIORA RED PINE 6' HT. cont. - PINUS RESINOSA FALL FIESTA MAPLE 2" CAL cont. 11 . ACER SACCHARUM �2_s✓ MOREL PINE #7 cont. 3 a PINUS RESINOSA MOREL REGAL PRINCE OAK 2" CAL cont. 8 QUERCUS ROBUR RED ROCKET MAPLE 2" CAL cont. 13 ACER RUBRUM 'RED ROCKET' 50'x50' 35'x 15' SYMBOL COMMON NAME /BOTANICAL NAME I SIZE I ROOT) QTY COMMENTS UNDERSTORY TREES HT x wiorH SERVICEBERY #10 cont. 20 AMELANCHIER X GRANDIFLORA PRINCESS DIANA #10 cont. - AMELANCHIER X GRANDIFLORA PINK SPIRE CRAB #10 cont. 3 MALUS 'PINK SPIRE' HAWTHORNTHORNLESS 1.5" CAL cont. 25 20'x15' CLUMP PORM g15'x20' 15'x12' SYMBOL COMMON NAME / BOTANICAL NAME SIZE ROOT QTY CC MMENTS SHRUBS HT x WIDTH 0 CHOKEBERRY'IROQUOIS BEAUTY' #2 cont. 28 10'x10' ARONIA MELANOCARPA'IROQUOIS BEAUTY' CHOKEBERRY'VIKING' #2 cont. 27 5'x4' ARONIA MELANOCARPA'VIKING' BUSH HONEYSUCKLE ##2 cont. 152 5'x5' DIERVILLA LONICERA'KODIAK RED' AMERICAN HAZELNUT ##5 cont. 25 10'x10' CORYLUS AMERICANA WINNEPEG PARKS ROSE #2 cont. 29 2'x2' ROSA'WINNEPEG PARKS' �LEAD PLANT ANESCENS #1 cont. 24 2'x2' AMPHORA C QUICKFIRE HYUDRANGEA 6'' HYDRANGA PANICULATA #5 cont. 36 x8 TAUTON YEW �•��,�,%% #3 cont. 131 3'x4' TAXUS X MEDIA 'TAUTON' STAGHORN SUMAC RHUS TYPHINA #3 cont. 100 15°x8' D °tlALPINE CURRANT #3 cont. _ 212 3'x4' RIBES ALPINUM SYMBOL COMMON NAME / BOTANICAL NAME I SIZE I ROOTI QTY COMMENTS GRASSES & SEED MIXES & PERENNIALS HT x WIDTH LITTLE BLUESTEM 'THE BLUES' #1 cont. 162 3'x3' SCHIZACHRYRIUM SCOPARIUM INDIAN GRASS #1 cont. 5°x4' SORGHASTRUM NUTANS BLUE DRAMA GRASS #1 cont. 62 2'x2' 0 BOUTELOUA'HONEY COMB' Engineering: G-Cubed Inc. 285 Westview Dr. West it. Paul, MN 55118 796-300-1213 Daniel Tilsen, Lead Des gn Project Manager Monticellu LE-41ke Apiartments 651-283-7546 djtilsen@gmail.com s L..i.J E # PR i N' Geoffrey G. Griffin Sury :yor 507-867-1666, ex 102 geoffg@ggg.to ronicn mocaen, mu i Mark Welch, Engineer _ —Landscape FlIan, ing j 507-867-1666 ex 105 markw@ggg.to Developer: Monticello Meadows Town Homes, LLC City fMonticello - Wright County K.Peter Salland, Esq. 19356 Meadowridge Tra I N., Marine Mn. 55047 Cell: 651-245-7222 Office 651-433-0155 Peterstalland@hotmail.cDm City Council Agenda: 5/28/2024 2M. Consideration of acknowledging receipt of a petition for annexation from Classics on Broadway. LLC and Mike Schneider and to proceed to verification of compliance with the Joint Resolution for Orderly Annexation Prepared by: Meeting Date: ® Consent Agenda Item Community Development Director, City 5/28/2024 ❑ Regular Agenda Item Clerk Reviewed by: N/A ACTION REQUESTED Approved by: City Administrator Motion to acknowledge receipt of a petition for annexation from Classics on Broadway, LLC and Mike Schneider and authorization to proceed with verification of compliance with the Joint Resolution for Orderly Annexation. REFERENCE AND BACKGROUND A petition for annexation was received for two parcels located within the Monticello Orderly Annexation Area. The petitioner provided a current boundary exhibit/survey, legal description, and title commitment for the property. The petitioner, Mike Schneider, is the owner of the two properties and has proposed development of the subject site. The City will not consider formal adoption of a resolution for annexation of petitioned parcels until the City has determined compliance with the terms of the Joint Resolution for Orderly Annexation between the City of Monticello and Monticello Township. The annexation request will be reviewed and processed in accordance with the provisions of the approved annexation agreement. The subject parcels are contiguous to the current municipal boundary. The parcel touches the western/southwest boundary of the City via the City's ownership of the Broadway right of way, the northerly/northeasterly portion of the parcels are also considered adjacent to the City via the terms of the annexation agreement. The parcels are completely within the Monticello Orderly Annexation Area and the petition has been signed by 100% of the property owners. The annexation agreement requires that the City serve the proposed parcel, which is guided as Employment Campus within the current Comprehensive Plan, with municipal utilities within five years. Platting the parcel provides the information necessary to determine utility service and connections for the proposed area. The petitioner submitted land use applications for preliminary plat and development stage City Council Agenda: 5/28/2024 PUD/rezoning to PUD. As required by the Joint Resolution for Orderly Annexation, the City provided notice to Monticello Township of this acknowledgement and will do so again should the annexation and plat continue forward. Land use and plat applications for the area petitioned for annexation may be submitted to the City for consideration following the acknowledgement of the petition by the City Council. Final consideration of a resolution for annexation will be considered concurrently with final platting and development related approvals. City Council is only asked to recognize the receipt of the petition to allow the required platting, land use and environmental processes to be undertaken and reviewed by the City as the responsible local government unit. I. Staff Impact: Consideration of the petition for preparation of this report has involved the review of the City Clerk, Community Development Director, and City Attorney, estimated at 2 hours total. II. Budget Impact: Minimal at this time. There is no fee to petition for annexation. However, if annexation moves forward, the applicant is required to submit payment to the City sufficient to reimburse Monticello Township for four years of Township taxes per the terms of the annexation agreement. III. Comprehensive Plan Impact: The parcels are guided as Employment Campus within the Monticello 2040 Plan and are located within the Primary Growth Area as identified within the 2040 Plan's Growth Strategy Map. The development plan for the subject parcels will be evaluated for compliance with the 2040 Plan as part of the review of the land use applications for the proposed development, which includes a plat and planned unit development. STAFF RECOMMENDED ACTION Acknowledging the petition is necessary to allow the petitioner to proceed with a request to the City for platting and land use processes and to allow the City to verify compliance with the terms of the Joint Resolution for Orderly Annexation. SUPPORTING DATA: A. Petition for Annexation B. Parcel Survey & Legal Description C. Memo — City of Monticello Annexation Review Process D. Joint Resolution for Orderly Annexation E. OAA Boundary Map CITY OF Monticello CITY OF MONTICELLO PETITION FOR ANNEXATION Property Owner Name(s): i c hC'�Sc n erke-X .. Property PID(s): t 3 - U�=>C7-- I j�' —o"�C�� r—M CONTACT INFORMATION Name: YN-Y k V-P-- S6� no�I Mailing Address: City/St/Zip: Phone: ao - l,p� �1Z- Email: 1�1�S 1 �Qc c��2. `-� �'► C crvxl � • c Yz To the Council of the City of Monticello, Wright County, Minnesota: I, the undersigned, the owner of the property described below, hereby request the City Council of the Monticello, Minnesota, to annex this area to the city and to extend the city boundaries to include the same, and for that purpose respectfully state: 1. The area to be annexed consists of �' 5q acres. All of this land lies entirely within the County of Wright, Minnesota, and the official legal description of such land is as follows (or attach): 2. The area described above abuts upon the city limits at ire 4.\\ boundary thereof, and none of it is presently included within the corporate limits of any incorporated city. 3. All of this area is contained within the Monticello Orderly Annexation Area and/or is about to become urban or suburban in character. PROPERTY OWNER(S): Date Signature Title Date Signature �le f /000 PRELIMINARY PLAT OF: PLAZA CURVE RADIUS ARC LENGTH CHORD LENGTH CHORD BEARING DELTA ANGLE \ C1 1901.54 85.23 85.22 N 58023'40" W 2034'05" \ \ C2 1885.54 225.30 225.16 N 50020'43" W 6050'46" \ \ \ C3 1901.54 296.57 296.27 N 39056'55" W 8056'10" \ \ C4 11659.19 846.13 845.94 N 51055'41" W 4009'29" \ ,\ C5 1901.54 10.24 10.24 N 59031'28" W 0018'30" \ C6 1901.54 74.99 74.99 N 58014'25" W 2015'35" \ \ LINE BEARING DISTANCE \ \ OWNER: MICHAEL SCHNEIDER \ \ 45025'0 NE'LY ROW LINE 6321 E BROADWAY ST L2 S 55043'34" E 92.18 \ MONTICELLO ° - MN 55362 L3 S 54 30 07 W 105.54 \ \ S 75° \ AZ 28 I2130'� E"54 ; \ AZ,1p4°47 9" 1548% _ 4 �29„ 1 SS.30 \ (D \ \ ` AZ 1 83 °42 291.07 \ 3°2'S„ S 89000'59" E 1558.97 \ \ \'\\\ ja 4� \ A211644�►� \ -91 -- :_ \ \ \�\ \� `' \ 3-- �� err \... S 89°00'S9" E 1834.62 — — AZ = 90°59'00" (D) \ N\�s� \\ �y� SHED o \ \ O W 1/4 CORNER ...... SEC. 18, T. 121, R. 24 (NW CORNER OF \ \\�� l \ ✓ O O O 11 \ y E/W 1/4 LINE \ \ \ \ \ \�\ `\ ov o oO �'r.... C �Z`If> \ N1/2 OF 5W1/4) \\ j SEC. 18, T. 121, R. 24 (NORTH LINE OF \ \ \ \ \ \ N1/2 OF 5W1/4) � O O rp 1 \ IIII I ) 1 2� l2 \\\ ,• \ \ ��\\ \�\�� \ \� IIII �\\ \ :.. RQW LINE TY H Y NO. 75 _ 6 68 +/- Acr s' — 951 \ \\ .01 PO,iSI LE 10 FT EA5EM Tj \ 4� \\\ Y PAR DC. NO. 1488714 j\� •':?•'' e \ \ \�� \ �. / • ' � SW'LY ROW LINE —(SEE SUR E�tOR'Sld T�) / 9g3 � l� /�' /l / \I , ...............INTERSTATE NO. 94 / end Le / 9 u / T�.C,ELCLV.=946.45 v 0 INDICATES IRON MONUMENT PLACED � v \ \ \ �,� IN1( ELEV.--941:99 \ \\ \\5. V. E6EA(941.97 • INDICATES IRON MONUMENT FOUND �. �� \J INDICATES WRIGHT COUNTY CAST A\ \ �\ % .. \ � � / IRON MONUMENT \ �So 5N INDICATES SANITARY SEWER LINE —AA CAT T T.O.C. ELEV.=945.98 sT INDICATES STORM SEWER LINE •••• � � ••' 6 / � LG INV. \ELEV.=942.26 �6 L JSI �'SE'LY EXTENSI N I INDICATES UNDERGROUND WATER T.O.C. ELEV.=945.91 E. I V. EL V.=94 \ OF THE NE'LY INV. ELEV.=942.43 _s 5. IN -LEV.- 42.0 1\ �.LIN CT3Y,( lNO. 75 S SUMP EL .=941. \\ c INDICATES UNDERGROUND CABLE \�L x INDICATES FENCE LINE 100 0 50 100 200 \ FORCE MAIN sn✓�� N /� \ \�S,T29� 9sIr 106C2 �w INDICATES WATER MANHOLE \ (GRAPHICALLY / 9 ti d' \`� ��\ LINE C /1", INTERSECTION OF WEST SHOWN PER PLA1%j S� N SI E N \ I s� INDICATES SANITARY MANHOLE SCALE IN FEET LINE OF W1/2 OF 5E1/4 OF ' ELEV'9`� (8� s � \ �� 5EC. 18, T.121, R.24 & NE'LY............... �. A 1U_ RAI DiJT� ® INDICATES CATCH BASIN ROW LINE BURLINGTON \� FOPN0 (Per Doc. No. A1488714) LEGAL DESCRIPTION The North Half of the Southwest Quarter (N1/2 of SW1/4) and the Southeast Quarter of the Northwest Quarter (SE1/4 of NW1/4) of Section Eighteen (18), Township One Hundred Twenty -One (121), Range Twenty-four (24), lying Northeasterly of the Northeast right of way line of Wright County Highway No. 75, and lying Southwesterly of the Southwesterly right of way line of Interstate No. 94, according to the U.S. Government survey thereof, Wright County, Minnesota. All that part of the West Half of the Southeast Quarter of Section 18, Township 121, Range 24, lying Northeasterly of the Burlington Northern Railway Right of Way and Southwesterly of Interstate 94, Wright County, Minnesota. LESS AND EXCEPT That part of the Northeast Quarter of the Southwest Quarter and the Southeast Quarter of the Northwest Quarter of Section 18, Township 121 North, Range 24 West, Wright County, Minnesota, lying northeasterly of the northeasterly right of way line of Wright County Highway No. 75, and southwesterly of the southwesterly right of way line of Trunk Highway No. 94, as both highways are now located and established, which lies northerly of Line 1 described below: Line 1: Commencing at the west quarter corner of said Section 18; thence easterly on an azimuth of 90 degrees 59 minutes 00 seconds along the east and west quarter line thereof for 1834.62 feet; thence on an azimuth of 283 degrees 42 minutes 55 seconds for 269.43 feet; thence on an azimuth of 284 degrees 47 minutes 29 seconds for 155.30 feet to said northeasterly right of wa line and the point of beginning of Line 1 to be g YY p g g described; thence on an azimuth of 104 degrees 47 minutes 29 seconds for 155.30 feet, thence on an azimuth of 103 degrees 42 minutes 55 seconds for 269.43 feet to said east and west quarter line of Section 18; thence continue on an azimuth of 103 degrees 42 minutes 55 seconds for 21.64 feet; thence on an azimuth of 110 degrees 03 minutes 15 seconds for 295.91 feet to said southwesterly right of way line and there terminating. LESS AND EXCEPT An easement reserved unto Grantor, its successors and assigns (a) to construct, maintain and operate a sign, with ingress and egress, and (b) to construct and maintain utilities upon the southwesterly 10 feet thereof, with ingress and egress to said sign. TRACT A That part of the Southeast Quarter of the Northwest Quarter and that part of the North Half of the Southwest Quarter of Section 18, Township 121, Range 24, Wright County, Minnesota, lying southwesterly of the southwesterly right of way of Interstate 94, lying northeasterly of the northeasterly right of way of County Highway No. 75, and lying northwesterly of the following described line: Commencing at the northwest corner of said North Half of the Southwest Quarter; thence South 89 degrees 00 minutes 59 seconds East, assumed bearing, along the north line of said North Half of the Southwest Quarter, 1558.97 feet, to said northeasterly right of way of County Highway No. 75; thence South 54 degrees 00 minutes 26 seconds East, along said northeasterly right of way, 380.51 feet; thence southeasterly 158.70 feet, along said northeasterly right of way, along a tangential curve, concave to the southwest, having a radius of 11659.19 feet and a central angle of 00 degrees 46 minutes 48 seconds, to the point of beginning of the line to be described; thence North 36 degrees 17 minutes 47 seconds East, 249.67 feet, to said southwesterly right of way of Interstate 94 and said line there terminating. TRACT B That part of the North Half of the Southwest Quarter and that part of the West Half of the Southeast Quarter of Section 18, Township 121, Range 24, Wright County, Minnesota, lying southwesterly of the southwesterly right of way of Interstate 94, lying northeasterly of the northeasterly right of way of County Highway No. 75 and its southeasterly extension, lying southeasterly of the following described Line "A" and lying northwesterly of the following described Line "C". Said Line "A" is described as follows: Commencing at the northwest corner of said North Half of the Southwest Quarter; thence South 89 degrees 00 minutes 59 seconds East, assumed bearing, along the north line of said North Half of the Southwest Quarter, 1558.97 feet, to said northeasterly right of way of County Highway No. 75; thence South 54 degrees 00 minutes 26 seconds East, along said northeasterly right of way, 380.51 feet; thence southeasterly 158.70 feet, along said northeasterly right of way, along a tangential curve, concave to the southwest, having a radius of 11659.19 feet and a central angle of 00 degrees 46 minutes 48 seconds, to the point of beginning of said Line "A" to be described; thence North 36 degrees 17 minutes 47 seconds East, 249.67 feet, to said southwesterly right of way of Interstate 94 and said Line "A" there terminating. Said Line "C" is described as follows: Commencing at the intersection of the west line of said West Half of the Southeast Quarter with the northeasterly right of way of the Burlington Northern Railway; thence South 49 degrees 50 minutes 57 seconds East, assumed bearing, along said northeasterly right of way line, 130.24 feet, to a northwesterly right of way line of Interstate 94; thence North 54 degrees 30 minutes 07 seconds East, along said northwesterly right of way line, 154.85 feet, to said southeasterly extension of the northeasterly right of way of County Highway 75 and to the point of beginning of said Line "C"; thence continue North 54 degrees 30 minutes 07 seconds East, along said northwesterly right of way line, 105.54 feet, to said southwesterly right of way line of said Interstate 94 and said Line "C" there terminating. TRACT C That part of the West Half of the Southeast Quarter of Section 18, Township 121, Range 24, Wright County, Minnesota, lying northeasterly of the northeasterly right of way of the Burlington Northern Railway, lying southwesterly of the northeasterly right of way line of County Highway No. 75 and its southeasterly extension, and lying northwesterly of the following described line: Commencing at the intersection of the west line of said West Half of the Southeast Quarter with said northeasterly right of way of the Burlington Northern Railway; thence South 49 degrees 50 minutes 57 seconds East, assumed bearing, along said northeasterly right of way line, 130.24 feet, to a northwesterly right of way line of Interstate 94 and the point of beginning of the line to be described; thence North 54 degrees 30 minutes 07 seconds East, along said northwesterly right of way line, 154.85 feet, to said southeasterly extension of the northeasterly right of way of County Highway 75 and said line there terminating. NORTHERN RAILWAY . s \, __ A \: 947 8 SITE INFO T.O.C. ELEV._ 5 0>v - 4 T.O.C. ELEV.-952.70 �"' \ \ +\ `, .s� INV. ELEV.=940.73 -The utilities shown hereon were located using the Gopher State One -Call system and verified in 0 INDICATES ELECTRIC PEDESTAL - �� ` N T INV. ELEV.=948.89 / \ \ T.O.C. ELEV.=948.03 the field where possible. Private utility locations, such as underground sprinklers, underground BUILDING SETBACKS (PER SITE PLAN BY COLE GROUP ARCHITECTS, LLC) // �� \ © INDICATES CABLE PEDESTAL Front - 30 feet T.O.C. ELEV.=952.39 � � �� . E. INV. ELEV.=940.82 service lines,ect may not have been located. O'Malley & Kron cannot guarantee that all utility FrSE INV. ELEV.=950.14 G�NERATOR .�?� \ D�• �O^ ,.. \ W. INV. ELEV.=940.79 companies responded or the accuracy or completeness of the locates. Prior to digging contact Side - 10 feet SW INV. ELEV. 949.99 .................. /........... \ •` 10 Gopher One at 1-800-252-1166 and refer to ticket number 240651594 240651595 & 240890146. >a INDICATES WATER VALVE NW INV. ELEV. 949.56 j \ \\ 6 s _ p -Total plat area = 8.27 Acres+/- \'� T — — — — _ -Underground water is graphically shown per WSB plan dated 05-10-04. �� A N W LY RO g g p Y p -Existing soils: — — T.O.C. ELEV.=954.06,..........E 4 / \ LINE OF s -Sanitary force main is graphically shown per WSB plan dated 05-10-04 & 04-10-06. � INDICATES LIGHT POLE ° �cs ; \� n' g p Y p 1362B - Angus loam, 2 to 6/° slopes INV. ELEV.=935.72 � \ INTERSTATE 9 P ti c, 106C2- Lester loam, 6 to 10% slopes, moderately eroded / �T.oELEv.=956.19 N0. 94 INDICATES SIGNslopes/ I V. LEV.=935.25 406 - Dorset sand loam, 0 to 2 /° T.O.C. ELEV.=954.64 Y/.. : .: ..,.. >. UTILITY EASEMENT ST '\ :'.. RAILROAD TRACKS INV. ELEV.=950.90 � � �� PER DOC. NO. 396987 sr INDICATES STORM MANHOLE / �/ 41, 956 I\ I�OVCELEVV941,4308 \ T.O.C. ELEV.=957.55 INDICATES HYDRANT SURVEYOR'S NOTES I INV. ELEV.=936.45s/V \ \ p0 \Q TA.C. EV.=959.20 etiF, -Document No. 1488714 is the last deed of record for subject property per Stearns County T.O.C. E EV.4.37 INV. ELE .-945.82 L �y INDICATES WELL I INV. E EV.=951.12 I 4 z 'P Abstract and Title Company. The portion graphically shown as Tract C is included in the / op•, — �_ — — — — opTll,_ o� property described in Document No. 1488714. MnDot maps indicate this portion was formerly—�— INDICATES BITUMINOUS SURFACE �tzs \ ti ti F / right of way of Highway 152 and turned back to the County per Release No. 1503. County maps �'PRELIMINARY PLAT PREPARED FOR: I `'' I 9l / JOB B N O: 2 0 2 3 -6 81 \ indicate this portion is owned by the City of Monticello. We suggest the advice of a title ?'• 1 `' o �!y INDICATES CONCRETE SURFACE .I — ' v �y professional or attorney to clarify any title issues affecting the subject property. 'r / \ FILE NAME: 2023-681 B.DWGSC-The location of the easement described as an exception per Document No. 1488714 is / Cs� 1 III K H NEIDER T —� INDICATES GRAVEL SURFACE \ ambiguous. One possible location of the easement is graphically shown. -There is controlled access along the entire property adjacent to I-94. \ LOCATION: 18-121-24 \ � �� \ O 0 / \ / \ / PRELIMINARY PLAT PREPARED BY: / I HEREBY CERTIFY THAT THIS SURVEY, PLAN OR REPORT WAS PREPARED BY ME / \ NOTE THIS SURVEY IS INTENDED ONLY FOR THE BENEFIT OF THE PARTY TO WHOM \ / OR UNDER MY DIRECT SUPERVISION AND THAT I AM A DULY REGISTERED LAND IT WA5 PREPARED FOR AND SHOULD NOT BE RELIED UPON BY ANY OTHER PARTY 1004 2nd ST. SE 340 CHAPEL HILL RD. 1250 HWY 15 SOUTH O 1 MALLEY & KRON SURVEYOR UNDER THE LAWS OF THE STATE OF MINNESOTA. OR FOR ANY OTHER PURPOSE. UNAUTHORIZED REPRODUCTION OF THIS WILLMAR, MN 56201 COLD SPRING, MN 56320 HUTCHINSON, MN 55350 SHEET 1 OF 1 DOCUMENT I5 PROHIBITED. \ PH. 320-235-4012 PH. 320-685-5905 PH. 320-234-1223 DATE: 04-30-24 DANIEL M. KRON LAST REVISED 05-17-24 LAN[) SURVEYORS ♦ INC • INNESOTA REGISTRATION NO. 42621 \ (Per Doc. No. A1488714) The North Half of the Southwest Quarter (NI/2 of S W 1 /4) and the Southeast Quarter of the Northwest Quarter (SE1/4 of NW1/4) of Section Eighteen (18), Township One Hundred Twenty - One (121), Range Twenty-four (24), lying Northeasterly of the Northeast right of way line of Wright County Highway No. 75, and lying Southwesterly of the Southwesterly right of way line of Interstate No. 94, according to the U.S. Government survey thereof, Wright County, Minnesota. All that part of the West Half of the Southeast Quarter of Section 18, Township 121, Range 24, lying Northeasterly of the Burlington Northern Railway Right of Way and Southwesterly of Interstate 94, Wright County, Minnesota. LESS AND EXCEPT That part of the Northeast Quarter of the Southwest Quarter and the Southeast Quarter of the Northwest Quarter of Section 18, Township 121 North, Range 24 West, Wright County, Minnesota, lying northeasterly of the northeasterly right of way line of Wright County Highway No. 75, and southwesterly of the southwesterly right of way line of Trunk Highway No. 94, as both highways are now located and established, which lies northerly of Line 1 described below: Line 1: Commencing at the west quarter comer of said Section 18; thence easterly on an azimuth of 90 degrees 59 minutes 00 seconds along the east and west quarter line thereof for 1834.62 feet; thence on an azimuth of 283 degrees 42 minutes 55 seconds for 269.43 feet; thence on an azimuth of 284 degrees 47 minutes 29 seconds for 155.30 feet to said northeasterly right of way line and the point of beginning of Line 1 to be described; thence on an azimuth of 104 degrees 47 minutes 29 seconds for 155.30 feet, thence on an azimuth of 103 degrees 42 minutes 55 seconds for 269.43 feet to said east and west quarter line of Section 18; thence continue on an azimuth of 103 degrees 42 minutes 55 seconds for 21.64 feet; thence on an azimuth of 110 degrees 03 minutes 15 seconds for 295.91 feet to said southwesterly right of way line and there terminating. LESS AND EXCEPT An easement reserved unto Grantor, its successors and assigns (a) to construct, maintain and operate a sign, with ingress and egress, and (b) to construct and maintain utilities upon the southwesterly 10 feet thereof, with ingress and egress to said sign. TRACT A That part of the Southeast Quarter of the Northwest Quarter and that part of the North Half of the Southwest Quarter of Section 18, Township 121, Range 24, Wright County, Minnesota, lying southwesterly of the southwesterly right of way of Interstate 94, lying northeasterly of the northeasterly right of way of County Highway No. 75, and lying northwesterly of the following described line: Commencing at the northwest corner of said North Half of the Southwest Quarter; thence South 89 degrees 00 minutes 59 seconds East, assumed bearing, along the north line of said North Half of the Southwest Quarter, 1558.97 feet, to said northeasterly right of way of County Highway No. 75; thence South 54 degrees 00 minutes 26 seconds East, along said northeasterly right of way, 380.51 feet; thence southeasterly 158.70 feet, along said northeasterly right of way, along a tangential curve, concave to the southwest, having a radius of 11659.19 feet and a central angle of 00 degrees 46 minutes 48 seconds, to the point of beginning of the line to be described; thence North 36 degrees 17 minutes 47 seconds East, 249.67 feet, to said southwesterly right of way of Interstate 94 and said line there terminating. TRACT B That part of the North Half of the Southwest Quarter and that part of the West Half of the Southeast Quarter of Section 18, Township 121, Range 24, Wright County, Minnesota, lying southwesterly of the southwesterly right of way of Interstate 94, lying northeasterly of the northeasterly right of way of County Highway No. 75 and its southeasterly extension, lying southeasterly of the following described Line "A" and lying northwesterly of the following described Line "C". Said Line "A" is described as follows: Commencing at the northwest corner of said North Half of the Southwest Quarter; thence South 89 degrees 00 minutes 59 seconds East, assumed bearing, along the north line of said North Half of the Southwest Quarter, 1558.97 feet, to said northeasterly right of way of County Highway No. 75; thence South 54 degrees 00 minutes 26 seconds East, along said northeasterly right of way, 380.51 feet; thence southeasterly 158.70 feet, along said northeasterly right of way, along a tangential curve, concave to the southwest, having a radius of 11659.19 feet and a central angle of 00 degrees 46 minutes 48 seconds, to the point of beginning of said Line "A" to be described; thence North 36 degrees 17 minutes 47 seconds East, 249.67 feet, to said southwesterly right of way of Interstate 94 and said Line "A" there terminating. Said Line "C" is described as follows: Commencing at the intersection of the west line of said West Half of the Southeast Quarter with the northeasterly right of way of the Burlington Northern Railway; thence South 49 degrees 50 minutes 57 seconds East, assumed bearing, along said northeasterly right of way line, 130.24 feet, to a northwesterly right of way line of Interstate 94; thence North 54 degrees 30 minutes 07 seconds East, along said northwesterly right of way line, 154.85 feet, to said southeasterly extension of the northeasterly right of way of County Highway 75 and to the point of beginning of said Line "C"; thence continue North 54 degrees 30 minutes 07 seconds East, along said northwesterly right of way line, 105.54 feet, to said southwesterly right of way line of said Interstate 94 and said Line "C" there terminating. CITY OF CITY OF MONTICELLO Community Development 505 Walnut Street, Suite 1 Monticello Monticello, MN 55362 (763) 295-2711 . info(a,ci.monticello.mn.us CITY OF MONTICELLO ANNEXATION REVIEW PROCESS - ANNEXATION UNDER JOINT AGREEMENT FOR ORDERLY ANNEXATION BETWEEN MONTICELLO CITY AND MONTICELLO TOWNSHIP 1. Petition for annexation submitted to the City of Monticello by the property owner. Petition shall be accompanied by: a. Documentation of ownership, including legal description and title commitment. b. Certificate of survey or boundary exhibit; City may require: i. Signed by a registered land surveyor ii. Current (within last 6 months) topographic survey and contours of all surface features including drainage ways, wetlands, etc. iii. Public utilities including pipe size, material type, depths iv. Private utilities v. Legal description vi. Easements of record c. Map exhibit d. Most current tax statement e. Other documents as may be required to evaluate the petition 2. Request for annexation reviewed for conformance to MOAA agreement as follows: a. Evaluate conformity with the terms of the MOAA agreement, in particular compliance with Section 2 of the agreement. b. To determine conformity with MOAA's requirement for the orderly extension of municipal services and consistency with the City's long- range land use plan, the City has reviewed annexation petitions subject to the review and approval of the following: i. Preliminary plat ii. Environmental review as may be required iii. Utility service capacity review as may be required iv. For parcels without an existing Comprehensive Plan land use designation, application for a Comprehensive Plan amendment to provide land use guidance for the subject parcel(s). v. For parcels with a Comprehensive Plan guided land use, parcels require rezoning action upon annexation to the City; rezoning action is subject to review for consistency with the Comprehensive Plan land use designation. Procedurally, the Planning Commission and City Council consider an application for preliminary plat, comprehensive plan amendment and rezoning subject to and contingent upon future annexation. 3. Annexation petition approval consideration. a. Final decision for annexation by the City would be considered with concurrent decisions for comprehensive plan amendment (as may be required), final plat, development agreement providing for and securing the extension of municipal services, and rezoning. 4. Non-conformance. a. If non -conforming to MOAA agreement, the petition is reviewed by the City Council for denial of acceptance due to lack of conformance. b. There is a provision within the MOAA Agreement which allows for annexation outside of the agreement's standard criteria if agreed by both City and Township. 1 A-6979 Monticello/Monticello Township STATE OF MINNESOTA DEPARTMENT OF ADMINISTRATION --------------------------------------------------------------------------------------------------------------------- IN THE MATTER OF THE, PETITION FOR ) THE ANNEXATION OF CERTAIN LAND ) JOINT RESOLUTION TO THE CITY OF MONTICELLO PURSUANT ) TO MINNESOTA STATUTES, SECTION 414.031) THE AGREEMENT PREVIOUSLY SIGNED BY THE CITY AND TOWNSHIP OF MONTICELLO ON JUNE 21, 2004 IS HEREBY AMENDED BY JOINT ACTION OF BOTH PARTIES AND THE COUNTY OF WRIGHT. ALL CHANGES TO THE PREVIOUS AGREEMENT ARE CONTAINED WIT14IN THIS NEW AGREEMENT. JOINT RESOLUTION FOR ORDERLY ANNEXATION BY AND BETWEEN MONTICELLO TOWNSHIP AND THE CITY OF MONTICELLO IN SETTLEMENT OF MINNESOTA DEPARTMENT OF ADMINISTRATION FILE NO. A-6979 MONTICEI,,LO/MONTICELLO TOWNSHIP WHEREAS, the City of Monticello filed an annexation petition, dated October 13, 2003, with the Minnesota Department of Administration Municipal Boundary Adjustments Office (File No. A-6979 Monticello/Monticello Township) seeking annexation of certain areas located within Monticello Township pursuant to Minnesota Statutes, Section 414.031; and WHEREAS, Monticello Township and the City of Monticello have been working toward settlement of their boundary dispute and have reached a settlement agreement believed to be in the mutual best interests of both parties; and WHEREAS, the City of Monticello (hereinafter the "City") and Monticello Township (hereinafter the "Township") desire to enter into an agreement allowing for the orderly annexation of certain property, pursuant to Minnesota Statutes, Section 414.0325; and WHEREAS, the City and Township are in agreement to the procedures and process for orderly annexation of certain lands described herein for the purpose of orderly, planned growth; and WHEREAS, the City and Township have agreed to work cooperatively to accomplish the orderly annexation of the areas legally described herein; and WHEREAS, the City and Township agree that orderly annexation and extension of municipal services to those areas designated herein that are urban or suburban or about to become so is in the best interests of the City, Township and property owners and would benefit the public health, safety and welfare of the entire community; and WI-IFREAS, for the areas designated herein, the City and the Township desire to accomplish the orderly annexation of said areas in a mutually acceptable and beneficial manner as urban development occurs and without the need for a hearing; and WHEREAS, the parties hereto desire to set forth the terms and conditions of such orderly annexation by means of this Joint Resolution in settlement of the above -referenced contested case matter. NOW, 1-1 IEREFOI2E, BE I1" RESOLVED by the City Council of the City of Monticello and the Township Board of Supervisors of the Township of Monticello as follows: Descrintion of Area Designated for Orderlv Annexation. The area of the Township located within the area marked on the map attached hereto as Exhibit A is deemed by the parties to be properly subject to orderly annexation under and pursuant to Minnesota Statutes, Section 414.0325. The parties hereby designate this area for orderly annexation as provided by conditions for annexation set forth in this Joint Resolution. The area designated herein for orderly annexation, as shown on Exhibit A, shall be referred to for case of reference as the "Orderly Annexation Area" ("OAA"). The City may annex, at any time after the execution of this Joint Resolution, land located within the OAA, in accordance with the terms and conditions stated herein for annexation and in accordance with Paragraph 13 of this Joint Resolution. The designated area shown on the attached map as Exhibit A is legally described in Exhibit B, both of which exhibits are attached hereto and incorporated herein by reference. 2. Conditions and Triaaerine Events for Annexations. Notwithstanding Paragraph 3 of this Joint Resolution, any land within the OAA (see Exhibit A and Exhibit B) may be annexed by the City, in accordance with Paragraph 13 of this Joint Resolution, under any of the following circumstances: a. The City receives a petition for annexation from 100% of the property owners of an individual parcel of land contiguous to or abutting the City; b. The area is completely surrounded by the City, except that this provision may not be used to annex the subdivisions named in this subparagraph 2.b. (Devron Green, the Dunes, Glendale, Monticello Acres, Ponderosa, Prairie Acres, O.K. Coral Ranchette, Riverside Acres, Tyler East, Walesch Addition, and Walesch 2°d Addition, as said subdivisions are recorded in the Wright County Recorders Office on the effective date of this Joint Resolution) for a period of ten years following the effective date of this Joint Resolution; c. The City or property owner(s) is ordered by the State Pollution Control Agency or Department of Health to provide sewer or water service to a portion of the Township for the protection of the public health and safety and/or because of immediate environmental concerns; 2 d. The City decides to add an arterial or collector road to its Municipal State Aid street system, but only to the extent of the right-of-way needed for the road, and provided, however, that any costs associated with installation of these roads will not be assessed to Township residents by the City, nor deferred until future annexation of the property, unless different arrangements are otherwise agreed to by the City and a property owner; e. The City, with Township approval, determines by resolution that land, right-of- way, or easements are needed for a public works improvement project designed to provide sanitary sewer pumping and conveyance facilities, water supply, water storage or water conveyance facilities, stormwater retention, stormwater detention or stormwater conveyance facilities, but only to the extent needed for said facilities. The City's statutory condemnation authority shall not otherwise be limited by this provision. With respect to Wright County Ditch 33, notwithstanding the foregoing, Township approval shall not be required for a stormwater project under this provision should Wright County otherwise approve the project or convey Ditch 33; f. In the case of platted residential subdivisions, the City receives a petition from a majority of property owners, either in a given contiguous area, or a block in a platted residential subdivision, or from the entire subdivision, for annexation and/or provision of sewer or water services. g. A licensed inspector retained by Wright County determines that at least 30% of the individual sewage treatment systems or individual wells within a platted residential subdivision or neighborhood or block in such a subdivision are failing or are not meeting state drinking water standards; or h. The City and Township otherwise jointly agree in writing. For purposes of this Joint Resolution land shall be considered to be contiguous to, abut, abuts, or abutting the City where the boundaries of said land or area to be annexed at least touch the City boundary at a single point, including areas whose boundaries would touch the City boundary at a single point but for an intervening roadway, railroad, waterway, or parcel of publicly owned land. Further, due to actions pending at the time of this agreement, the proposed residential subdivision known as "I lidden Forest" shall be considered to be contiguous to the City. 3. ZoninR and Planning. For any areas of the Township in the OAA that are not annexed pursuant to this Joint Resolution, planning and zoning authority as specified herein within the OAA shall be governed by a 5-member Joint Planning Board (JPB) described as follows: a. The JPB shall be made up of two members appointed by the Township Board, two members appointed by the City Council, and one member of the Wright County Board appointed by the Wright County Board of Commissioners. 3 b. The Jl'B shall serve as the "governing body" and "board of appeals and adjustments" for purposes of Minnesota Statutes, sections 462.357 and 462.358 within the OAA and shall have all of the powers contained in sections 462.351 to 462.364, except as otherwise provided by this Joint Resolution. The Wright County Planning and Zoning Office shall serve as staff and advisors to the JPB, unless otherwise determined by the JPB. The JPB may, at any time, also consult with City staff as it deems necessary to effectively carry out its duties and responsibilities. The costs of administration of the JPB shall be paid equally by the City and Township. Any remuneration (per diem) paid to members serving on the JPB or retaining consultants to provide services to the JPB shall be approved and equally paid by the city and township. d. The JPB will set the schedules for necessary zoning and planning fees in the OAA. The fees shall be consistent with the fee structure used by Wright County, unless otherwise determined by the JPB. e. Except as otherwise provided, any action of the JPB to exercise its authority as specified herein must be preceded by a majority vote (at least 3 out of the 5 members) of the members of the JPB voting on the prevailing side. f. As soon as practicable after execution of this Joint Resolution, the JPB shall review the area included in the OAA, existing comprehensive plans in the City, Township and County, and determine whether the JPB should develop a joint land use plan for the OAA. If a joint plan is developed, the City and Township shall thereafter review and comment on the plan. The City and Township shall consider incorporating the developed plan or plan elements into the City's and Township's respective comprehensive plans. g. The JPB shall require that the existing Township zoning or Wright County zoning, whichever is applicable and more restrictive, in effect within the OAA on the effective date of this Joint Resolution, remain in full force and effect and unchanged during the term of this Joint Resolution, unless said area or portion thereof is either first annexed or said zoning change is otherwise approved by a supermajority vote (4 out of 5 members) of the JPB. Any decision by the JPB to zone or rezone portions of the OAA shall be subject to review and comment by the City and Township prior to such zoning or rezoning becoming effective. The JPB shall give the City and Township at least 30 days to review and comment before making a zoning or rezoning decision. The City or Township shall waive its right to review and comment if it fails to review and comment within the specified period provided herein. The JPB shall not approve a subdivision within the OAA unless first approved by a supermajority vote (4 out of 5 members) of the JPB. The Township shall not zone, rezone, plat, re -plat, subdivide, or re -subdivide within the OAA between the time of development of this Joint Resolution and the effective date 4 of this Joint Resolution, unless otherwise agreed to in writing by the City. For the purposes of this paragraph, "subdivision" shall not include building entitlement transfers for agricultural lot splits and property transfers between family members under the current Wright County Zoning Ordinance, as adopted by the Township. h. Failure of the JPB to exercise any of its authority as described herein shall not render this Joint Resolution or any other provisions contained herein invalid or unenforceable, and the terms and conditions contained in this Joint Resolution shall otherwise remain in full force and effect and binding upon the parties hereto. i. Each member serving on the JPB shall serve a period of one year ending December 31. A term on the JPB may be extended, by action of a member's respective governing body. The JPB shall meet monthly or as needed as determined by the JPB members. 4. Merger. Notwithstanding the foregoing, the City and Township shall combine in their entirety under the following circumstances: 1) at such time as the Township and the City adopt a joint resolution so providing; or 2) at such time as seventy-five percent (75%) of the Township, as the Township exists on the effective date of this Joint Resolution, is annexed to the City, whichever comes first. Annexation by the City of the remainder of the Township shall be accomplished in accordance with Paragraph 13. The City shall hire any remaining Township personnel following the effective date of annexation of the remainder of the Township. As soon as practicable following the effective date of' annexation resulting in the merger of the City and Township, the City will hold municipal elections for all of the City Council and Mayor positions. 5. Adout and Enforce Regulations. The City and Township agree to enact, adopt, and strictly enforce all such resolutions, ordinances, or regulations, as may be or shall be necessary to give full effect to the stipulations contained in this Joint Resolution. 6. Tax Reimbursement. Upon the annexation of land located within the OAA pursuant to Paragraph 13 of this Joint Resolution, the City shall reimburse the Township for the loss of taxes from the property so annexed in accordance with the following: a. In the year when the City could first levy on the annexed area, the City shall make a cash payment to the "Township in an amount equal to four (4) times the property taxes distributed to the Township in regard to the annexed area in the last year that property taxes from the annexed area were payable to the Township. b. Thereafter, the City will no longer reimburse the Township. The City shall make payment as contemplated herein no later than December 31 of the first 5 year following the year when the City could first levy on the annexed area and for any subsequent years. 7. Provision of Services. After annexation of land located within the OAA, the City shall be responsible for providing municipal governmental services to the annexed area. Sanitary sewer or water services, in the City's discretion, shall be provided to an area annexed with existing or proposed residential development within three (3) years after the effective date of the annexation. Sewer or water services, in the City's discretion, shall be provided to an area annexed with existing or proposed commercial, industrial, governmental or institutional development within five (5) years after the effective date of annexation. In the event that the City extends trunk sewer and/or water lines across a portion of the OAA remaining in the Township in order to serve an area annexed by the City, the individual properties remaining in the Township that abut the City trunk sewer and/or water line extended shall not be charged any trunk sewer or water line charges, fees or assessments by the City for the trunk sewer and/or water line abutting said properties until said properties are annexed by the City and are platted and developed. A failure on the part of the City, not due to circumstances beyond the City's control, to provide either of such sewer or water services within the time period specified following the effective date of annexation may subject the area so annexed to be deemed null and void by resolution of the Township adopted at a regular meeting of the Township, and the Township may thereafter petition the Department of Administration Municipal Boundary Adjustments Office, or its successor agency, for detachment of the area in accordance with Minnesota Statutes, Section 414.06. The City shall not oppose the Township's petition for detachment provided it meets the conditions contained in this Joint Resolution. As an alternative to initiating a detachment proceeding, the Township may elect, by resolution adopted at a Township Board meeting, to have the City reimburse the Township for taxes lost on the applicable property annexed by the City at the Township's tax rate applicable in the year of annexation until the services required under this Paragraph are provided to the annexed property by the City. In order to act under this Paragraph, the Township shall make an election by resolution at a meeting of the "Township Board to either; 1) initiate a detachment proceeding, or Z) seek tax reimbursement as provided in this Paragraph, and provide notice to the City of the election, within ninety (90) days of the City's failure to provide said service as required under this Paragraph, or the Township may only seek tax reimbursement as provided in this Paragraph and waives the election to initiate a detachment proceeding under Section 414.06. For purposes of this Paragraph, the City will be deemed to have met the obligation to provide sanitary sewer or water service to an annexed area if within the timeframes specified herein following an annexation of an area, the City awards a contract to a contractor to construct a sewer or water service project making municipal sanitary sewer or water service available to an area annexed under the terms of this Joint Resolution. 6 Every Annexation Resolution adopted under Paragraph 13 of this Joint Resolution resulting in the annexation of land located within the OAA shall be treated separately for purposes of compliance with this Paragraph 7. In the event that the City annexes land in accordance with a triggering event contained in this Joint Resolution and said land is identified in the City's comprehensive plan for open space or park preservation, the requirements contained in this Paragraph do not apply to said annexation since the intent is that said areas would remain as open space or park land and would not need City sewer or water service. S. Township) Maintenance of Services. The Township agrees that it will be responsible for normal and regular maintenance of all Township roads, streets, bridges, drainage facilities and other public rights -of -way that it is currently maintaining within the designated OAA prior to annexation thereof. Maintenance of Township infrastructure within the designated OAA by the Township shall be consistent with other standard maintenance practices employed by the Township elsewhere in the Township. 9. Line Roads. For any Township roads that become the boundary line for the City and Township as a result of an annexation, the City shall assume responsibility for road maintenance and improvement for the entire section of the Township road that becomes the boundary line adjacent to the City. 10. No Annexation Outside the OAA. The parties agree that the City will not initiate any annexations outside the OAA while this agreement is in effect. Notwithstanding the forgoing, the City may initiate an annexation under Chapter 414 if the City is ordered by the State Pollution Control Agency or the Department of Health to provide sewer or water service to a portion of the Township for the protection of the public health and safety and/or because of environmental concerns. Further, the City will not file any petitions for a contested case annexation within the OAA or the remainder of the Township outside the OAA during the term of this Joint Resolution, provided that the Township does not seek to incorporate during the term of this Joint Resolution. 11. Expansion of OAA. For purposes of expansion of the OAA under this Paragraph, the OAA designated herein shall be divided into five sections shown on Exhibit C. The individual sections of the OAA as designated in and shown on Exhibit C may be expanded at such time as: 1) 75% of the land (excluding wetlands, the named subdivisions reference in Paragraph 2.b. of this Joint Resolution and lakes) within an individual section of the OAA is annexed; or 2) the City and Township jointly agree to expand a section, whichever comes first. In the event that one or more of the above conditions exists, the City and Township agree that the boundary line of the section of the OAA meeting the condition contained herein shall be expanded outward one-half section along the entirety of that section of the OAA boundary line as it exists at that time. Notwithstanding the foregoing, the City and Township may agree in writing to a different expansion area greater than or less than the one-half section expansion area provided for herein. 7 The City shall notify the Township in the event that any of the conditions stated in this Paragraph exist. Thereafter, the City shall file the appropriate adjustments to the OAA or any section thereof, within ninety (90) days of January I of each year that ends in a multiple of three (3) (i.e.: 2006, 2009, 2012...), with the Department of Administration, or its successor agency, including a new Amended Exhibit A, Amended Exhibit B, and Amended Exhibit C, which shall replace the Exhibit A, Exhibit B, and Exhibit C Bled with this Joint Resolution, along with a letter so providing describing the adjustments to each section of the OAA and referencing this section of this Joint Resolution. 12. Withdraw Contested Case Petition. The City agrees to withdraw its pending annexation petition, Pile No.A-6979, as soon as practicable after execution and filing of this Joint Resolution with the State 13. No I learin-, Required. All annexations contemplated by this Joint Resolution in the OAA shall not require a hearing or any consideration by the State Department of Administration, or its successor agency. The City and Township agree that, upon the occurrence of an event triggering annexation as provided herein for any land located within the OAA, the City shall provide written notice of such occurrence to the Township, and upon receipt of a resolution of the City (referred to as the "Annexation Resolution") describing such area along with a copy of this Joint Resolution, the Department of Administration or its successor agency, may review and comment, but shall within thirty (30) days of receipt of the Annexation Resolution and a copy of this Joint Resolution, order the annexation of the area designated in the Annexation Resolution in accordance with the terms and conditions of this Joint Resolution. The City and Township agree that no alteration of the stated boundaries as described in the Annexation Resolution is appropriate, that no consideration by the Department of Administration, or its successor agency, is necessary, and that all terms and conditions for annexation are provided for in this Joint Resolution. Provided that the requisite terms and conditions have been met as contained in this Joint Resolution, the Township shall not object to an annexation initiated by the City filing an Annexation Resolution with the Department of Administration, or its successor agency. As of the effective date of this Joint RCSOlution, there is no election requirement in the law to effect or accomplish an annexation. No such election shall be required or apply to any annexation provided herein either now or during any period during which this Joint Resolution is in effect. 14. Disputes and Remedies. Subject to Paragraph 3, the City and Township agree as follows: a. Negotiation. When a disagreement over interpretation of any provision of this Joint Resolution shall arise, the City and the Township will direct staff members, as they deem appropriate, to meet at least one (1) time at a mutually convenient time and place to attempt to resolve the dispute through negotiation. b. Mediation/Arbitration. When the parties to this Joint Resolution are unable to resolve disputes, claims or counterclaims, or are unable to negotiate an 8 interpretation of any provision of this Joint Resolution, the parties may mutually agree in writing to seek relief by submitting their respective grievances to mediation and/or binding arbitration. Adiudication. When the parties to this Joint Resolution are unable to resolve disputes, claims or counterclaims, are unable to negotiate an interpretation of any provision of this Joint Resolution or are unable to agree to submit their respective grievances to mediation or binding arbitration, or such action has not otherwise resolved the matter in dispute, either party may seek relief through initiation of an action in a court of competent jurisdiction. In addition to the remedies provided for in this Joint Resolution and any other available remedies at law or equity, in the case of a violation, default, or breach of any provision of this Joint Resolution, the non -violating, non -defaulting, or non - breaching party may bring an action for specific performance to compel the performance of this Joint Resolution in accordance with its terms. 15. Termination. This Joint Resolution shall remain in full force and effect until one of the following conditions take place, whichever comes first: a. Termination by mutual written joint resolution of the City and Township; or b. The remainder of the Township is annexed resulting in the merger of the City and Township; or c. January 1, 2025. 16. Governing Law. This Joint Resolution is made pursuant to, and shall be construed in accordance with the laws of the State of Minnesota. 17. Modification/Amendment. Except as otherwise provided herein, this Joint Resolution shall not be modified, amended, or altered except upon the written joint resolution of the City and the Township duly executed and adopted by the City Council and the Township Board of Supervisors and filed with the Department of Administration, or its successor agency. 18. Severabilitv_. In the event that any provision of this Joint Resolution is determined and adjudged to be unconstitutional, invalid, illegal or unenforceable by a court of competent jurisdiction, the remaining provisions of this Joint Resolution shall remain in full force and effect, and the parties hereto shall negotiate in good faith and agree to such amendments or modifications of or to this Joint Resolution or other appropriate actions as shall, to the maximum extent practicable in light of such determination, implement and give effect to the intentions of the parties hereto. 19. Headings and Captions. Headings and captions are for convenience only and are not intended to alter any of the provisions of this Joint Resolution. 0 20. Entire AP-reement. The terms, covenants, conditions and provisions of this Joint Resolution, including the present and all future attachments, shall constitute the entire agreement between the parties hereto, superseding all prior agreements and negotiations. ThisJoint Resolution shall be binding upon and inure to the benefit of the respective successors and assigns of the City and Township. 21. Notice. Any notices required under the provisions of this Joint Resolution shall be in writing and sufficiently given if delivered in person or sent by U.S. mail, postage prepaid, as follows: If to the City: City Administrator Monticello City Hall 505 Walnut Street, Suite 1 Monticello, MN 55362-8831 10 If to the Township: Township Clerk Monticello Township 8550 Edmonson Ave., NE Monticello, MN 55362 Passed, adopted, and approved by the Township Board of'Supprvisors of the Township of Monticello, Wright County, Minnesota, this day of VaM , 2005. TOWNSHIP OF MONTICELLO By: a ..,� Franklin Denn, Chair ATTEST: C V�Uj Nancy Kopff, Towns ip erk Passed, adopted, and approved by the City Council of the City of'Monticello, Wright County, Minnesota, thi A't-' day of , 2005. CITY OF MONTICELLO By: C mt Herbst, Mayor ATTEST: -"�'/ Rick Wolfsteller!City Administrator Passed, adopted, and approved by the Wright County Board of Commissioners, Wright County, Minnesota, this„Z A day of�, 2005. WRIGHT COUNTY By: A0 I Richard Mattson, Chair ATTEST: r Richard W. Norman, my Coordinator 11 EXHIBIT A The municipal boundary map referenced in Paragraph 1 of the attached Joint Resolution showing; the current City ol'Monticello and the OAA legally described in Exhibit B, is attached hereto. 1� EXHIBIT B The OAA shown in Exhibit A and referenced in the attached Joint Resolution is legally described as follows: Lands in Township 121, Range 25, Wright County, Minnesota: All of Sections 5, 9, and 16, Township 121, Range 25, Wright County, Minnesota And also that part of the Southwest Quarter of the Southwest Quarter of Section 3, Township 121, Range 25, Wright County, Minnesota, lying southwesterly of Interstate I lighway No.94. And also that part of Section 4, Township 121, Range 25, Wright County, Minnesota, lying southwesterly of Interstate Highway No. 94, And also the Northeast Quarter, the cast -half of the Northeast Quarter of the Northxvest Quarter and the north-hall'ofthe Southeast Quarter, all in Section 8, Township 121, Range 25, Wright County, Minnesota. And also all that part of Section 10, Township 121, Range 25, Wright County, Minnesota lying southwesterly and westerly of the existing City of Monticello corporate limits. And also the east -half of Section 13, Township 121, Range 25, Wright County, Minnesota, except that part which lies within the existing City of Monticello corporate limits. And also that part of Section 15, Township 121, Range 25, Wright County, Minnesota, lying westerly of the existing City of Monticello corporate limits. And also the Northeast Quarter of Section 21, Township 121, Range 25, Wright County, Minnesota. And also all of the north -half of Section 22, Township 121, Range 25, Wright County, Minnesota, and that part ol'the south -half of said Section 22 lying easterly of State Trunk Highway No. 25. And also that part of Section 23, Township 121, Range 25, Wright Count, Minnesota lying southerly ofthe existing City of Monticello corporate limits. And also that part of Section 24, Township 121, Range 25, Wright County, Minnesota, lying southerly of the existing City of Monticello corporate limits. And also the north -half of Section 25, Township 121, Range 25, Wright County, Minnesota. And also the north-hall'of Section 26, Township 121, Range 25, Wright County, Minnesota. 14 And also that part ol'the north-halfol'Section 27, Township 121, Range 25, Wright County, Minnesota, lying easterly of State Trunk 111ghway No. 25. Lands in Township 121, Range 24, Wright County, Minnesota All of Section 7, Township 121, Range 24, Wright County, Minnesota. And also that part of the south -half of Section 8, Township 121, Range 24, Wright County, Minnesota, lying westerly of Government Lot 4 in said Section 8. And also all of the west -half, the west -half of the Northeast Quarter, and the west -half of the Southeast Quarter, all in Section 17, Township 121, Range 24, Wright County, Minnesota. ,And also Section 18, Township 121, Range 24, Wright County, Minnesota, except that part which lies within the existing City of Monticello corporate limits. And also that part of Section 19, Township 121, Range 24, Wright County, Minnesota, lying southerly of the existing City of Monticello corporate limits. And also the Northwest Quarter, the west -half of the Northeast Quarter, the Northwest Quarter of the Southeast Quarter and the north -half of the Southwest Quarter, all in Section 20, 'Township 121, Range 24, Wright County, Minnesota. And also all of the north -half of section 30, Township 121, Range 24, Wright County, Minnesota, and all of Government Lots 3 and 4 of the Southeast Quarter of said Section 30. Lands in Township 122, Range 25, Wright County, Minnesota: The east -half of the Southeast Quarter of Section 30, Township 122, Range 25, Wright County, Minnesota. And also the Northeast Quarter of the Southeast Quarter and the east -hall of the Northeast Quarter ol" Section 31, Township 122, Range 25, Wright County, Minnesota. And also that part of Section 32, 'Township 122, Range 25, Wright County, Minnesota, lying southwesterly of the existing City or Monticello corporate limits. And also that part of the Southwest quarter of the Southwest Quarter of Section 33, Township 122, Range 25, Wright County, Minnesota, lying southwesterly of the existing City of Monticello corporate limits. 15 EXHIBIT C The OAA section neap referenced in Paragraph I I of the attached Joint Resolution, showing the sections of the OAA in the Township for purposes of expansion is attached hereto. 16 Exhibits A, B and C shall be amended to create a straight line as the southern boundary of the Orderly Annexation Area. This change is accomplished by amending the legal descriptions of property included within Exhibit B as follows. For Lands in Township 121, Range 24, Wright Countv, Minnesota: Alter the final paragraph of this section to eliminate the phrase "and all of Government Lots 3 and 4 of the Southeast Quarter of said Section 30." The new paragraph shall therefore read: And also all of the north -half of Section 30, Township 121, Range 24, Wright County, Minnesota. No other changes to Exhibits A, B and C are proposed or adopted herein, and the prior exhibits as amended are included herein by reference. 12 /I IN lei el ed #11 MONTICELLO M() 0 2, x 5,330 10,0Fe00 et Legend Orderly Annexation Area City of Monticello Monticello Township Boundary AL WSB &Ass��tar�, rn� W �n a;A: SECTION 9 i r 1 SECTION 2 A J /♦ . ion AV L T Vf r J ti� f •'; T Ar ,��.• �� •�}�'::`•• ..� .•'i= ti anti — s SECTION 3 SECTION TION 5 i I'WMEP /I 41 MONTICELLO N C 25C3 5,CCa 100_00 Feet Legend Orderly Annexation Area City of Monticello Section 1 Section 2 Section 3 Section 4 — Section 5 AL WSB &Associates, Inc Leaend Orderly Annexation Area City of Monticello Monticello Township Boundary WJB & Associa[es, Inc. City Council Agenda: 5/28/2024 2N. Consideration of approving a lease agreement with Monticello School District 882 for the 2024-2025 school year to serve kindergarten through fifth grade at the Bertram Chain of Lakes Regional Park shared maintenance shed Prepared by: Parks & Recreation Director Reviewed by: Finance Director ACTION REQUESTED Meeting Date 5/28/2024 Approved by: City Administrator ® Consent Agenda Item ❑ Regular Agenda Item Motion to approve a lease agreement with Monticello School District 882 for the 2024-2025 school year to serve kindergarten through fifth grade at the Bertram Chain of Lakes Regional Park shared maintenance shed. REFERENCE AND BACKGROUND Wright County Parks & Recreation and Monticello Parks Department currently share a maintenance shed near the Bertram Lake Chalet at the Bertram Chain of Lakes Regional Park. Monticello School District requested to use the heated section of the shed, otherwise used by Monticello Parks Department, for next year's school year. The school district plans to operate Monday through Friday, serving small groups of students from 7 a.m. to 4 p.m., from August 26, 2024, through June 6, 2025. Six years ago, Monticello Schools District formed a partnership with Wright County and the YMCA at the Bertram Chain of Lakes Regional Park. They offered a Nature -Based Pre -School using the Bertram Lake Chalet and other outdoor areas. Last year, the program was expanded to include the YMCA Camp Manitou facilities, adding additional grade levels for their Nature - Based Program. Their program has been highly successful and is utilized by Monticello families who are looking for an alternative education program for their children. I. Budget Impact: The lease fee of $25,000 for use of the City parks shop for the one (1) school year is payable with eight monthly payments of $3,125 to the City of Monticello. II. Staff Workload Impact: Maintenance and snow plowing. III. Comprehensive Plan Impact: The Monticello 2040 Comprehensive Plan includes both a commitment to a robust, well -maintained park system and strong educational partnerships for the community. This is an opportunity to continue an existing collaborative relationship that provides a unique educational option for Monticello families. City Council Agenda: 5/28/2024 STAFF RECOMMENDED ACTION City staff and the Monticello Parks, Arts, and Recreation Commission recommend approving a lease agreement with Monticello School District 882 for the 2024-2025 school year to serve kindergarten through fifth grade at the Bertram Chain of Lakes Regional Park shared maintenance shed as identified in the lease agreement. SUPPORTING DATA • Lease Agreement LEASE AGREEMENT FACILITY LEASE is made and entered into this day of 520 , by and between the City of Monticello and Monticello Public Schools, an Independent School District #882, 302 Washington Street, Monticello, MN 55362 (hereinafter referred to as "Lessee"). and The City of Monticello, 505 Walnut Street, Suite #1, Monticello, MN 55362 as property owners. WITNESSETH: WHEREAS, the Lessor currently owns and operates Bertram Chain of lakes Athletic Park consisting of 119 acres with a parks maintenance building. and WHEREAS, the primary mission of the park system is to provide the public with healthful recreation opportunities and enjoyment of the out of doors; and WHEREAS, the Lessee has expressed an interest in operating Nature Based Education (Pre-k through grade 5) in Bertram Chain of Lakes Regional Park; and WHEREAS, the purpose of the Nature Based Education (Pre-k through grade 5) will be to provide outdoor and environmental education programs; and WHEREAS, the Lessee's Nature Based Education (Pre-k through grade 5) will provide benefits to Lessor by offering citizens new opportunities in an area currently under -serviced by Lessor; and NOW, THEREFORE, it is agreed between the parties as follows: ASSIGNMENT AND SUBLETTING: Lessee will neither assign this agreement nor sublet any part of said land without consent of the Property Owners. In witness whereof this Lease Agreement is executed by the parties as follows I. LEASE OF PREMISES Subject to the terms and conditions contained herein, the Lessor hereby leases to Lessee and Lessee hereby leases from Lessor, a portion of Wright County's Bertram Chain of Lakes Regional Park, specifically, the City of Monticello Parks maintenance building. II. TERM AND FEES The term and fees of this Lease shall be for a period of one (1) school year, commencing on the 26 day of August , 2024 (hereinafter "commencement date"), and terminating on the 6 day of June , 2025 . The lease fee of $25,000 for use of the city parks shop for one (1) school year is payable with eight monthly payments of $3,125 to the City of Monticello. Notwithstanding anything herein to the contrary, either party to this Lease may terminate this Lease upon thirty (30) days advance written notification to the other party. III. USE The Lessee shall use and occupy the leased premises for the sole purpose of a Nature Based Education (Pre-k through grade 5) Monday thru Friday between the hours of lam and 4pm when the Lessee is conducting operations. If the Lessee is not conducting operations, use of facilities must be requested in advance and could potentially have an additional fee. The Lessee will not use or occupy the leased premises for any unlawful purpose, and will comply with all present and future laws, ordinances, regulations, and orders of all governmental units having jurisdiction over the premises. The Lessor disclaims any warranty that the leased premises are suitable for Lessee's use, and Lessee acknowledges that it has had a full opportunity to make its own determination in this regard. Throughout the term of this Lease, Lessee shall have the right to use, in common with others, and in accordance with such rules as shall be applicable generally to members of the public, other portions of Lessor's Bertram Chain of Lakes Regional Park, including, but not limited to, the trails, fishing piers, and open space. IV. ASSIGNMENT AND SUBLETTING Lessee may not sublet all or any part of the leased premises or all or any part of the term of the Lease without Lessor's prior written consent, which consent may be granted or withheld in Lessor's sole discretion. Regardless of any such sublease and consent by Lessor, Lessee shall remain fully liable for the performance of all the conditions, covenants, and obligations of this Lease. Any and all subleases entered into by Lessee and consented to by Lessor shall be made expressly subject to this Lease and all the terms and provisions hereof. V. USE OF EXISTING FACILITIES During the term of this Lease and subject to the terms and conditions herein, the Lessee shall have the exclusive right to use city parks shop during Monday through Friday between the hours of lam and 4pm of each week. Use of the other areas of Bertram Chain of Lakes Regional Park by Lessee shall be non-exclusive. VI. CONSTRUCTION OF IMPROVEMENTS All improvements required by Lessee on the leased premises shall be constructed by Lessee at its sole cost and expense and shall be constructed in a thorough and workman -like fashion. Prior to construction of any such improvements, the Lessee shall submit to the Lessor detailed plans and specifications detailing the proposed improvements to be constructed, the construction of which shall not begin until approved in writing by the Lessor. All improvements shall be constructed in accordance with all applicable laws, rules, regulations, and ordinances. Lessee further agrees to comply with all federal, state, and local laws, ordinances, and zoning provisions in the construction and operation of the improvements on the leased premises. Lessee shall have no authority to subject the leased premises or any part thereof or any interest of Lessor therein to any mechanics or other statutory or judicial lien. Should any mechanics or other lien, statement, or claim be fled or recorded against the leased premises, or any interest of Lessor thereon, by reason of Lessee's acts or omissions or because of any claim against Lessee, Lessee shall cause the same to be canceled and discharged of record at Lessee's sole cost and expense, by bond or otherwise, within thirty (30) days after notice from Lessor; provided, however, that so long as Lessee has not been in breach or default of its obligation under this Lease, Lessee shall have the right, in good faith and through appropriate proceedings, at Lessee's sole cost and expense, to contest the amount or validity of any such claim so long as such contest does not submit the leased premises to sale in enforcement of such lien or claim and provided the Lessee provides to Lessor such collateral, security, or other assurances as Lessor reasonably shall request in connection therewith. Lessee shall, prior to the construction of any improvements on the leased premises, require any contractor who provides such work to provide a payment and performance bond in the full amount of the contract, or other assurances acceptable to the Lessor. Furthermore, any such payment or performance bond shall list the Lessor (City of Monticello) as a beneficiary of said bonds. IX. OWNERSHIP OF IMPROVEMENTS All improvements hereafter constructed by Lessee on the leased premises shall be deemed for all purposes to be the property of Lessee and owned solely by Lessee during the Lease term. At the expiration or earlier termination of this Lease, all items approved for construction by the Lessor pursuant to Section VI herein, shall become the property of Lessor. On or before the expiration of the Lease term or any earlier termination of this Lease, Lessee shall, at its sole cost, remove all other such improvements constructed by Lessee and shall restore the leased premises to the condition in which the leased premises existed on the date of this Lease, unless and except to the extent that Lessor, by written notice to Lessee, given at least thirty (30) days prior to the end of the Lease term, elects to accept the leased premises with any or all of such improvements, in which case Lessee shall not be responsible for removing any such improvements specified in such notice. X. MAINTENANCE AND REPAIRS Lessee shall be solely responsible for the maintenance and repair of all improvements that it constructs on the leased premises and shall maintain the same in a first-class manner. The Lessor, however, shall be responsible for maintenance of the roadway and parking lots located on the leased premises, including snowplowing; the maintenance of turf grass within the leased premises area, and the structural and mechanical maintenance of the city parks shop. The Lessee shall be responsible for all janitorial services related to the city parks shop specified in this agreement (Monday — Friday) located on the leased premises. The Lessee shall also provide daily clean-up of the grounds, parking lots, and roadways within the leased premises. XI. INDEMNIFICATION Except for losses, damages, and claims arising out of the act or omissions of Lessor or Lessor's officers, commissioners, agents, contractors, and employees acting within the scope of their employment or agency, Lessee shall indemnify and hold harmless Lessor and its commissioners, officers, agents, contractors, and employees from and against any and all claims (including attorney fees) arising from Lessee's use of the leased premises, or from the conduct of Lessee's business, or from any activity, work, or thing done by Lessee in or about the leased premises. Lessee shall also indemnify and hold harmless Lessor and its commissioners, officers, agents, contractors, and employees from and against any and all claims arising from any breach or default in the performance of any obligation on Lessee's part to be performed under the terms of this Lease, or arising from any negligence of Lessee, or any claim, action, or proceeding brought thereon; and in case any action or proceeding is brought against Lessor and/or any of its commissioners, officers, agents, contractors, or employees by reason of any such claim, Lessee, upon notice from Lessor, shall defend the same at Lessee's expense by counsel acceptable to Lessor in its reasonable direction. XII. INSURANCE Lessor agrees to purchase, in advance, and to carry in full force and effect the following Insurance: 1. Worker's Compensation (A.) Worker's Compensation Insurance that meets the statutory obligations with Employer's Liability limits of at least $100,000 each accident, $500,000 disease policy limit, and $100,000 disease each employee. (B.) Workers Compensation Insurance for non -employees providing services under this agreement (i.e., subcontractors). Lessee is assuming full Workers Compensation coverage for uninsured sub -contractors. 2. Commercial General Liability Insurance. The policy shall include contractual liability coverage and provide coverage limits at least equal to $1,500,000 per claim and $1,500,000 aggregate. The Lessee along with this signed agreement have attached a certificate evidencing above insurance coverage in force as of the Contract start date. 3. Commercial Automobile Liability insurance covering all owned, non -owned and hired automobiles at coverage limits at least equal to $1,500,000 per claim and $1,500,000 aggregate for all claims arising from the same occurrence. The Lessee along with this signed agreement have attached 1.) a certificate evidencing above insurance coverage in force as of the Contract start date, 2.) Lessee's auto liability insurance coverage addresses the risk or 3.) attached is a letter from insurance agent stating that automobile insurance policy covers business usage of all automobile(s) that will be used during the life of this agreement. XIII. ACCESS AND SIGNAGE The Lessor shall maintain the existing gate at the entrance to the leased premises. Both Lessee and Lessor shall have access to and control of the gate. The Lessee shall, consistent with the Lessors signage practices, provide temporary directional signs and a sign at the main park road indicating the direction to and location of the leased premises. XIV. PARK ORDINANCE Lessee understands and agrees that its use of the leased premises is and shall be subject at all times during the term of the Lease to any Park Ordinance in effect on the date of this Lease and/or subsequently adopted by the Monticello City Council. XV. NOTICE Any notice, demand, request, or other instrument required or permitted to be given under this Lease, shall be in writing and, except as otherwise expressly provided in this Lease, shall be deemed to have been given when delivered in person or when sent by United States certified or registered mail, postage paid, return receipt requested, or when sent by a reputable overnight courier service, addressed to the other parry as follows: Lessee: Community Education Director Monticello Public Schools; 302 Washington Street, Monticello, MN 55362 Lessor: Director of Parks, Arts and Recreation City of Monticello; 303 6t1i Street, Monticello, MN 55362 Either party may designate another or a different address for notices to such party by giving notice of such change to the other party in a written notice. Any notice given in any manner other than as specified in this section, shall be deemed to have been given only when actually received by the addressee. XVI. DATA PRACTICE AND COMPLIANCE WITH LAWS A. Data Practices. The Lessor and the Lessee agree to comply with the Minnesota Government Data Practices Act (the "Act") and all other applicable state and federal laws relating to government data. The requirements of Minnesota Statutes, Section 13.05, subdivision 11, apply to companies or individuals who perform a government function. The Lessor and the Lessee and any of Lessee's sub -contractors retained to provide services under this agreement shall comply with the Act and be subject to penalty for non-compliance as though they were a governmental entity. The Lessor and the Lessee will immediately report to each other any requests from third parties for information relating to this agreement. The Lessor and the Lessee agrees to promptly respond to inquiries concerning data requests. The Lessor and the Lessee agree to hold the each other, their officers, and employees harmless from any claims resulting from their respective unlawful disclosure or use of data protected under state and federal laws, regardless of the limits of insurance coverage. B. Compliance with the law. (i.) The Lessor and the Lessee agree to abide by the requirements and regulations of The Americans with Disabilities Act of 1990 (42 U.S.C. Sections 12101-12213) (ADA), the Minnesota Human Rights Act (Minn. Stat. Ch. 363A) and Title VII of the Civil Rights Act of 1964 (42 U.S.C. Section 2000e). (ii). Lessor and the Lessee will comply with the provisions of Minnesota Statutes § 181.59 which require: Every contract for or on behalf of the State of Minnesota, or any county, city, town, township, school, school district, or any other district in the state, for materials, supplies, or construction shall contain provisions by which the contractor agrees: (1) that, in the hiring of common or skilled labor for the performance of any work under any contract, or any subcontract, no contractor, material supplier, or vendor, shall, by reason or race, creed, or color, discriminate against the person or persons who are citizens of the United States or resident aliens who are qualified and available to perform the work to which the employment relates; (2) that no contractor, material supplier, or vendor, shall, in any manner, discriminate against, or intimidate, or prevent the employment of any person or persons identified in clause (1) of this section, or on being hired, prevent, or conspire to prevent, the person or persons from the performance of work under any contract on account of race, creed, or color; (3) that a violation of this section is a misdemeanor; and (4) that this contract may be canceled or terminated by the state, county, city, town, school board, or any other person authorized to grant the contracts for employment, and all money due, or to become due under the contract, may be forfeited for a second or any subsequent violation of the terms or conditions of this contract. These laws deal with discrimination based on race, gender, disability, religion and with sexual harassment. In the event the Lessor and the Lessee have questions concerning these requirements, it should request necessary clarifications from their respective legal counsel. Violation of any of the above laws can lead to termination of this Contract and the immediate declaration of a default. XVII. ENTIRE AGREEMENT This Lease sets forth the entire agreement between the parties with regard to leasing the leased premises. Any prior conversations or writings are merged herein and extinguished. No amendment to this Lease shall be binding upon Lessor or Lessee unless in writing and signed by the party sought to be bound by such amendment. Tom Pawelk; Parks, Arts and Recreation Director Date Rachel Leonard; City Administrator Eric Olson; Superintendent CITY OF MONTICELLO on this day, of , 2023 Date Date Rachel Leonard, City Administrator Tom Pawelk, Parks Superintendent F.ric Olcerl School Cnperintendent Tate City Council Agenda: 5/28/2024 4A. Consideration of accepting the 2023 Annual Comprehensive Financial Report Prepared by: Meeting Date: ❑ Consent Agenda Item Finance Director Reviewed by: Finance Manager ACTION REQUESTED 5/28/2024 Approved by: City Administrator ® Regular Agenda Item Motion to accept the 2023 Annual Comprehensive Financial Report as audited by Abdo. REFERENCE AND BACKGROUND As an organization trusted with responsibly managing public dollars, the City of Monticello is statutorily required to have an independent third party conduct an annual audit of its financial statements. Under the current five-year contract, Abdo conducted the City's audit for the third year, and issued an audit opinion on May 20, 2024. All finance department personnel, along with staff from other departments, contributed to the audit process. Last year, Monticello's 2022 Annual Comprehensive Financial Report (ACFR) received the Government Finance Officers Association's (GFOA) Certificate of Achievement for Excellence in Financial Reporting. This was the fourteenth time the City received the award, and the eighth time staff prepared the report in-house. The 2023 ACFR was once again prepared with the intent of submission to the GFOA for grading and comment. Additionally, the ACFR format allows credit rating firms to better compare the City's financial position with other cities. Such comparison could lead to a better bond rating. The City's strong financial position and financial presentation led to a bond rating upgrade to Aa3 in October 2023. Bonnie Schwieger, Partner at Abdo, will present a summary of the highlights of the City's 2023 audit, which received an unmodified ("clean") audit opinion, and which does not include any findings related to internal controls over financial reporting, compliance with Minnesota state statutes, or over expenditures of federal awards. The City has not received an audit finding since 2018. Information presented at the council meeting will be available online on the City's website under Your Government > Departments > Finance > Finance Documents. I. Budget Impact: N/A II. Staff Impact: While the preparation of financial statements and the audit of the financial statements is a significant time commitment, approval of the report has no direct staff impact. III. Comprehensive Plan Impact: N/A City Council Agenda: 5/28/2024 STAFF RECOMMENDED ACTION City staff recommend accepting the 2023 Annual Comprehensive Financial Report as audited by Abdo. The City's ACFR must be submitted to the Office of the State Auditor (OSA) by June 30 each year. SUPPORTING DATA A. 2023 Annual Comprehensive Financial Report B. 2023 Other Required Reports C. 2023 Executive Governance Summary Annual Comprehensive Financial Report Fo r t he Yea r Ended December 31, 2023 city of Monticello, Minnesota 505 Walnut Street • 763-295-2711 • ci.rnonticello.mn.us ►;,,�r►llf'% . R City of Monticello Wright County, Minnesota Annual Comprehensive Financial Report FOR THE YEAR ENDED DECEMBER 31, 2023 Prepared by THE FINANCE DEPARTMENT Sarah Rathlisberger, Finance Director • Liz Lindrud, Finance Manager Julie Cheney, Finance Assistant • Cheri Butler, Payroll Clerk Debbie Gulbrandson, Finance Clerk • Pat Kovich, Utility Billing Specialist CITY OF MONTICELLO Financial Statements Table of Contents December 31, 2023 INTRODUCTORY SECTION Letter of Transmittal GFOA Certificate of Achievement for Excellence in Financial Reporting Organization Chart Directory of Officials FINANCIAL SECTION Independent Auditor's Report Management's Discussion and Analysis Basic Financial Statements Government -wide Financial Statements Statement of Net Position Statement of Activities Fund Financial Statements Balance Sheet - Governmental Funds Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position Statement of Revenues, Expenditures and Changes in Fund Balance - Governmental Funds Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities Statement of Net Position - Proprietary Funds Statement of Revenues, Expenses and Changes in Net Position - Proprietary Funds Statement of Cash Flows - Proprietary Funds Notes to the Financial Statements Required Supplementary Information Schedule of Employer's Share and Non -Employer Proportionate Share of Net Pension Liability - Public Employees Retirement Association Schedule of Employer's Pension Contibutions - Public Employees Retirement Association Schedule of Changes in the Fire Relief Association's Net Pension Liability (Asset) and Related Ratios Schedule of Employer's Pension Contributions - Monticello Fire Department Relief Association Schedule of Changes in the City's Total OPEB Liability and Related Ratios Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual - General Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual - Community Center Fund Notes to the Required Supplementry Information Combining and Individual Fund Financial Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balance Internal Service Funds Combining Statement of Net Position Combining Statement of Revenues, Expenses and Changes in Net Position Combining Statement of Cash Flows Other Supplementry Schedules Schedule of Revenues (Sources) and Expenditures (Uses) - General Fund Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual - Small Cities Development Program Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual - Cemetery Fund Schedule of Assets, Liabilities, Deferred Inflows of Resources and Fund Balances - Debt Service Activities Schedule of Revenues, Expenditures and Changes in Fund Balance - Debt Service Activities Schedule of Assets, Liabilities, Deferred Inflows of Resources and Fund Balances - Discretely Presented Component Unit - Economic Development Authority Schedule of Revenues, Expenditures and Changes in Fund Balance - Discretely Presented Component Unit - Economic Development Authority (continued) I Paqe 1 4 5 6 7 11 19 20 22 23 24 25 26 28 30 32 61 61 62 62 63 64 65 66 71 72 73 74 75 77 79 80 81 82 84 86 CITY OF MONTICELLO Financial Statements Table of Contents December 31, 2023 (continued) STATISTICAL SECTION Financial trends Net Position by Component - Last Ten Fiscal Years 89 Changes in Net Position - Last Ten Fiscal years 90 General Governmental Tax Revenues by Source - Last Ten Fiscal Years 92 Fund Balances of Governmental Funds - Last Ten Fiscal Years 93 Changes in Fund Balances of Governmental Funds - Last Ten Fiscal Years 94 Governmental Funds Tax Revenues by Source - Last Ten Fiscal Years 95 Revenue capacity Tax Capacity Value and Estimated Market Value of Taxable Property - Last Ten Fiscal Years 96 Property Tax Rates - All Direct and Overlapping Governments - Last Ten Fiscal Years 97 Property Tax Levies and Collections - Last Ten Fiscal Years 98 Principal Property Taxpayers - Current Year and Nine Years Ago 99 New Construction and Bank Deposits - Last Ten Fiscal Years 100 Water Sold by Customer Type - Last Ten Fiscal Years 101 Water and Sewer Utility Rates - Last Ten Fiscal Years 102 Debt capacity Ratios of Outstanding Debt by Type - Last Ten Fiscal Years 103 Ratios of Net General Obligation Bonded Debt Outstanding - Last Ten Fiscal Years 104 Legal Debt Margin Information - Last Ten Fiscal Years 105 Computation of Direct and Overlapping Debt - As of December 31, 2023 106 Schedule of General Obligation Revenue Bond Coverage - Last Ten Fiscal Years 107 Economic and demographic information Demographic and Economic Statistics - Last Ten Fiscal Years 108 Principal Employers - Current Year and Nine Years Ago 109 Operating information City Government Employees by Function/Program - Last Ten Fiscal Years 110 Operating Indicators by Function - Last Ten Fiscal Years 111 Capital Assets Statistics by Function - Last Ten Fiscal Years 113 Schedule of Cash Flows Adjusted for Additional City Funding of Fiber Optics Fund -Last Nine Fiscal Years 114 INTRODUCTORY SECTION R • •. � by i y CITY OI Monticello May 20, 2024 To the Honorable Mayor, Members of the City Council, and the Residents of the City of Monticello The city is pleased to present the Annual Comprehensive Financial Report (ACFR) of the City of Monticello, Minnesota (the city) for the fiscal year ended December 31, 2023. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the city. To the best of our knowledge and belief, the enclosed data is accurate, in all material respects, and is reported in a manner designed to present fairly the financial position and results of operations of the various funds of the city. All disclosures necessary to enable the reader to gain an understanding of the city's financial activities have been included. The city's ACFR has been audited by Abdo, a firm of licensed certified public accountants. The goal of the independent audit is to provide reasonable assurance that the financial statements of the city for the fiscal year ended December 31, 2023, are free of material misstatements. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, and evaluating the overall financial statement presentation. The independent auditor concluded, based upon the audit, that there was a reasonable basis for rendering an unmodified opinion that the city's financial statements for the fiscal year ended December 31, 2023 are fairly presented in conformity with accounting principles generally accepted in the United States of America. The independent auditor's report is presented as the first component of the financial section of this report. The preparation of this ACFR is a requirement of state law. Also, the ACFR is required by bond rating agencies before they will rate the city's bonds. The report can be used by the city council and residents of the city to gain a better understanding of the financial condition of the city. Accounting principles generally accepted in the United States of America require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management's Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The city's MD&A can be found immediately following the independent auditor's report. PROFILE OF THE CITY The city is situated in a prime location on Interstate 94 between Minneapolis/St. Paul and St. Cloud. The city has experienced remarkable growth within the last 10 years in the residential, commercial, office, and retail sectors. The city is a freestanding urban fringe community encompassing approximately 6,000 acres and a population of 15,087. The city is home to one of Minnesota's two nuclear power plants, both owned by Xcel Energy, Inc. (NYSE: XEL), which is the city's largest property taxpayer and the second largest employer. Additionally, Monticello's business friendly environment provides a home for Cargill Kitchen Solutions. The privately -owned, agri-giant is the city's largest customer of water and sewer utility services. The city was founded by second -generation Americans who migrated west in the mid-1800s. Early settlers found the gently sloping banks and shallow levels of the Mississippi River made a logical place for a river crossing. Incorporated in 1856, the city grew quickly during the early settlement years and then leveled off to a population of about 1,300. It was this original settlement that became the core city and continues today as downtown Monticello. The city is categorized as a 501(a) entity by IRS Code and operates under the "Optional Plan A" form of government as defined in Minnesota Statutes. Under this plan, the government of the city is directed by a city council composed of an elected mayor and four elected city council members. The city council exercises legislative authority and determines all matters of policy. The city council appoints personnel responsible for the proper administration of all affairs relating to the city. Council members serve four-year terms, with Letter of Transmittal CITY OF MONTICELLO two members elected every two years. The mayor is elected for a two-year term. The mayor and members of the city council are elected at large. The city provides a full range of services: the construction and maintenance of streets and other infrastructure; snow removal; park and cemetery maintenance; recreational and cultural activities; water, sewer, stormwater, and residential garbage and recycling systems; community development, building inspection, planning, police, fire, liquor store, and deputy registrar operations; a city -run fiber optic system and community center; and general government operations, including administration, finance/accounting, human resources, information systems, and general government buildings. The city council is required to adopt a final budget by late December for the subsequent year. The budget is prepared by fund, function (e.g. public works), and department (e.g. streets and alleys). Amendments and transfers of appropriations between funds require the approval of the city council. The legal level of budgetary control is the department level in the General Fund and fund level in all other funds. FINANCIAL PLANNING AND THE LOCAL ECONOMY Monticello is a destination community located in the second -fastest growing county in Minnesota. The location on Interstate 94 is a catalyst for interest from developers to build in the city. Several residential neighborhoods and multi -family dwellings are under construction with more on the horizon. The nuclear power plant provides the city with a relatively stable tax and employment base, although year-to-year valuations of the nuclear plant cause tax shifts between property tax types. The economy and housing market have also affected city revenues for building permits. The city issued 721 building permits in 2014 with a total valuation of $19,714,895. In 2023, the city issued 1,122 permits with a total valuation of $76,068,705. Due to the nuclear plant and local development, the city does not rely on the state as a major funding source (LGA), so the city's finances are relatively insulated from the state's budget impacts. To assist external stakeholders, the city is continuously exploring various ways to better represent its financial position. Other initiatives include implementing a proposed future local option sales tax, obtaining increased amounts of state and federal funding, evaluating expenses shared across departments for proper allocation, and refining the chart of accounts with the goal of providing better information to decision makers. The city's bond rating was increased in October of 2023 to Aa3 by Moody's. MAJOR INITIATIVES The city has several major ongoing initiatives in 2023. The first ongoing initiative is the revitalization of its historic downtown. The downtown is the oldest part of the city, which requires consistent redesign and investment. The city's goal is to make the downtown area a vibrant shopping and resident destination once again, which is driven by the Embracing Downtown Monticello initiative and 2017 Downtown Small Area Plan (SAP). Several properties were acquired by the Monticello Economic Development Authority (EDA), which were platted and sold to a developer in 2022. The Downtown Pedestrian and Roadway Improvements project began in 2023 with completion planned in 2024. The challenge moving forward will be the continued implementation of the SAP to create additional development opportunities within the downtown area for new and existing businesses. The city's Monti:2040 Comprehensive Plan, completed in 2020, includes downtown revitalization as a priority focus through 2040. The second major focus of the City Council is the construction of a new Water Treatment Plant. Not to be confused with the existing Wastewater Treatment Plant, the Water Treatment Plant will serve as the central location for the treatment of the city's water supply. During a routine test of the city's water supply, higher than recommended levels of manganese were discovered, and the city would use the new treatment plant to treat the water supply accordingly. The construction of a new Public Works Facility is the third major focus of the City Council. The current location was built in the 1970s and would need significant maintenance to continue supporting operations. Land was purchased in 2021 for the new site, an architect was hired in 2022, and a construction manager was hired in 2023. Construction is budgeted to begin in 2024, however, the city continues to refine funding sources, which may push back the project's timeline. The fourth ongoing initiative is the joint operation with Wright County of Bertram Chain of Lakes properties. The 1,258-acre site includes four pristine lakes and woodlands, which will become a regional park. Wright Letter of Transmittal CITY OF MONTICELLO County and the city obtained matching grants from the state to purchase much of the acreage in the park. Construction of phases I and II of park improvements were completed in 2021 and 2023. Finally, the City Council identified the Pointes at Cedar development area, a 100-acre site in the middle of the city, as a prime area for growth, which will aid in lessening the impacts of a future Xcel plant decommissioning. While Xcel's preferred scenario is to extend the licensure of the Monticello plant past its current expiration in 2030, re-licensure is an extensive process, and the city realizes that planning for the future needs to happen today. In 2023, the city was given authority by the Minnesota Legislature to ask the voters to implement a half - cent sales tax at the general election in 2024. This sales tax would fund the Bertram Chain of Lakes and/or the Pointes at Cedar projects. INTERNAL CONTROL The management of the city is responsible for establishing and maintaining a system of internal controls designed to ensure that the assets of the city are protected from loss, theft, or misuse and that adequate and accurate accounting data is compiled to allow for the preparation of financial statements in conformity with accounting principles generally accepted in the United States of America. The city's internal controls are designed to provide reasonable, but not absolute assurance that these objectives are met. The concept of reasonable assurance recognizes that: 1) the cost of a control should not exceed the benefits likely to be derived, and 2) the valuation of cost and benefit requires estimates and judgments by management. The city's internal controls are subject to periodic evaluation by city management and finance department. Management assumes responsibility for the completeness and reliability of the information contained in this report, based upon a comprehensive framework of internal control that it has established for this purpose. BUDGETING CONTROLS The city maintains budgetary controls to assure compliance with legal provisions embodied in the annual appropriated budget approved by the city council. The activities of the General Fund are included in the annual appropriated budget. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount) is established by department within the General Fund. The city council also adopts a ten-year Capital Improvement Plan as a financial planning document for major purchases. As demonstrated by the statements and schedules included in the financial section of this report, the city continues to meet its responsibility for sound financial management. ACKNOWLEDGEMENTS The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the city for its ACFR for the fiscal year ended December 31, 2022. This was the thirteenth year that the city has achieved this prestigious award. To be awarded a Certificate of Achievement, the city had to publish an easily readable and efficiently organized ACFR. This report must satisfy both accounting principles generally accepted in the United States of America and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The city believes our current ACFR continues to meet the Certificate of Achievement Program's requirements, and the city is submitting it to the GFOA to determine its eligibility for the award. The 2023 ACFR meets the highest professional standards and was prepared in a timely and cost-effective manner. The preparation of this report would not have been possible without the efficient and dedicated service of the entire staff of the finance department, other city department heads, and through the helpful guidance and assistance from our auditing firm, Abdo. City management expresses our appreciation to all parties who assisted and contributed to the preparation of this report. Credit also must be given to the mayor and city council for their unfailing support for maintaining the highest standards of professionalism in the management of the city's finances. Respectfully submitted, S a aL K Uw� Sarah Rathlisberger Finance Director The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate for Excellence in Financial Reporting to the City of Monticello, Minnesota for its Annual Comprehensive Financial Report for the fiscal year ended December 31, 2022. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government reports. To be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized Annual Comprehensive Financial Report, whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current report continues to conform to Certificate of Achievement program requirements, and we are submitting it to the GFOA. 6� Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Monticello Minnesota For its Annual Comprehensive Financial Report For the Fiscal Year Ended December 31, 2022 Executive Director Human communications Community Public Works Parks, Art & Contracted Finance Recreation CityClerk Fire Chief Resources & Marketing Director Development City Engineer Director Director Services Manager Speciaiist Director Finance Economic Project Streets CommunityFire 1Elections De artment City Attorney & Audit Development Engineer Department Center P Water& Parks Sheriffs Deputy Building Construction Sewer Reception De artment Registrar Inspections Inspections Department Department P County Liquor Consulting Consulting Retuse MontiArts Assessor Operations Planner Engineer Collection FiberNet Information Operation Technology Animal Control ii two] --�� _�'«�1�1► DI UI Position Name Term Expires Mayor...................................................................................... Lloyd Hilgart 12/31/2024 Council....................................................................................... Lee Martie 12/31/2024 Council....................................................................................Sam Murdoff 12/31/2024 Council..............................................................................Charlotte Gabler 12/31/2026 Council....................................................................................... Tracy Hinz 12/31/2026 CITY STAFF City Administrator ........................................... Public Works Director/City Engineer .............. Finance Director ............................................. Community Development Director ................. Parks, Arts & Recreation Director .................. CityClerk ........................................................ Finance Manager ........................................... Human Resource Manager ............................ Communications & Marketing Specialist........ Street Superintendent ..................................... Utilities Superintendent ................................... Facilities Maintenance Manager ..................... Parks Superintendent ..................................... Community Center Operations Manager........ Community Center Membership Coordinator. Deputy Registrar Manager ............................. Liquor Store Manager ..................................... Information Technology Technician ............... Economic Development Manager .................. Chief Building Official ..................................... FireChief ........................................................ PROFESSIONAL SERVICES ...... Rachel Leonard .......... Matt Leonard Sarah Rathlisberger ..Angela Schumann ............Tom Pawelk .. Jennifer Schreiber .............. Liz Lindrud ............ Tracy Ergen ........... Haley Foster ..........Mike Haaland ............... Mat Stang .......... Jerry Hanson .....Josh Berthiaume .............. Sara Cahill ........ Tricia Handorff ..... Carolyn Granger ..... Randall Johnsen ............Trevor Mack ..............Jim Thares Ron Hackenmueller ...........Mike Mossey Law Enforcement................................................................... Wright County Sheriff's Office City Attorney................................................................................... Campbell Knutson, P.A. City Planning Consultant ................................................Northwest Associated Consultants Financial Advisor........................................................................... Northland Securities, Inc Fibernet Management Services.................................................................................. Arvig 19 FINANCIAL SECTION Alr�om%o A 0 INDEPENDENT AUDITOR'S REPORT Honorable Mayor and City Council City of Monticello, Minnesota Opinions AbdoSolutionsxom We have audited the accompanying financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund and the aggregate remaining fund information of the City of Monticello, Minnesota (the City), as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the City's basic financial statements as listed in the table of contents. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, the discretely presented component unit, each major fund and the aggregate remaining fund information of the City as of December 31, 2023, and the respective changes in financial position and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City's ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. Lighting the path forward In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control -related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis starting on page 11 and the required supplementary information (RSI), as listed in the table of contents, starting on page 59 be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the RSI in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City's basic financial statements. The combining and individual fund financial statements and schedules are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, combining and individual fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. AbdoSolutions.com Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 20, 2024, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control over financial reporting and compliance. Abdo Minneapolis, Minnesota May 20, 2024 AbdoSolutions.com CIOF lZMontikelo 44m am (This page left blank intentionally) 10 MANAGEMENT'S DISCUSSION AND ANALYSIS VOW • r� .At 4p / __ Management's Discussion and Analysis Management's Discussion and Analysis CITY OF MONTICELLO As management of the City of Monticello, Minnesota (the city), we offer readers of the city's financial statements this narrative overview and analysis of the financial activities of the city for the fiscal year ended December 31, 2023. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found starting on page 1 of this report. Financial Highlights • The assets and deferred outflows of resources of the city exceeded its liabilities and deferred inflows of resources at year-end by $157,458,666 (net position). Of this amount, $52,070,490 (unrestricted net position) may be used to meet the city's ongoing obligations to citizens and creditors. • As of the close of the current fiscal year, the city's governmental funds reported combined ending fund balances of $22,813,966, a decrease of $103,552, or 0.5%. Nonspendable, restricted, and assigned uses of fund balance totaled $15,397,312, leaving an unassigned fund balance of $7,416,654 which is $487,388, or 7%, higher than the 2022 ending unassigned balance. • At the end of the current fiscal year, unassigned fund balance for the General Fund was $7,416,654, or 65.5%, of total General Fund expenditures for 2023. It is the city's policy to have an ending General Fund balance at 60-75% of the following year's expenditure budget, which provides a reserve for cash flow during the first six months of each subsequent year until property tax receipts are distributed by the county to the local levels of government. Additionally, this reserve threshold provides temporary financing for unforeseen emergencies. • In 2023, government -wide capital assets increased by $7,502,123. Governmental activities included the downtown roadway and pedestrian project, as well as two Safe Routes to Schools improvement projects. Other projects include improvements to the Betram Chain of Lakes Regional Athletic Park and the flashing yellow arrows project along with planning and design or a new public works facility and water treatment plant. Parks, public works, and the building department purchased new vehicles and equipment. Other new additions were the replacement of the library boilers and new kitchen equipment for the Community Center. • The city's total long-term bonded indebtedness decreased by $2,532,000, or 11.7%, in 2023, which consisted of principal payments paid on outstanding bonds. They city did not issue any new bonds in 2023. Overview of the Basic Financial Statements The discussion and analysis are intended to serve as an introduction to the city's basic financial statements. The city's basic financial statements are comprised of three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. COMPONENTS OF THE ANNUAL COMPREHENSIVE FINANCIAL REPORT Basic Financial Statements Government -Wide Fund Notes to the Financial Financial Financial Statements Statements Statements 11 Management's Discussion and Analysis CITY OF MONTICELLO Government -Wide Financial Statements — The government -wide financial statements are designed to provide readers with a broad overview of the city's finances, in a manner like private sector businesses. The Statement of Net Position presents information on all the city's assets and deferred outflows of resources, and liabilities and deferred inflows of resources, with the difference reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the city is improving or deteriorating. The Statement of Activities presents information showing how the city's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (delinquent taxes and special assessments, for example). Both government -wide financial statements distinguish functions of the city that are principally supported by taxes and intergovernmental revenue (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities provided by the city include general government, public safety, public works, sanitation, recreation and culture, economic development and interest and fiscal charges. Business -type activities include the water, sewer, stormwater, liquor, fiber optics, and deputy registrar enterprises. The government -wide financial statements include not only the city itself (known as the primary government), but also the Economic Development Authority (EDA). The EDA is a legally separate entity which provides redevelopment and other economic development assistance through the administration of various programs. Financial information for this component unit is discretely presented in the government -wide financial statements. The government -wide financial statements can be found starting on page 19 of this report. Fund Financial Statements — A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The city, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. These statements focus on individual parts of the city government, reporting the city's operations in more detail than the government - wide statements. All the city's funds can be divided into two categories: governmental funds and proprietary funds. Governmental Funds — Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of spendable resources, as well as the balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near -term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long-term impact of the government's near -term financing decisions. Both the governmental funds Balance Sheet and Statement of Revenue, Expenditures and Changes in Fund Balances provide a reconciliation to facilitate the comparison between governmental funds and governmental activities. The city maintains several individual governmental funds. Information is presented separately in the governmental funds Balance Sheet and in the governmental funds Statement of Revenue, Expenditures and Changes in Fund Balance for the General Fund, Community Center (special revenue) Fund, Debt Service Fund, and Capital Projects Fund, all of which are major funds. Data from the remaining governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these nonmajor governmental funds is provided in the form of combining statements or schedules elsewhere in this report. The city adopts an annual budget for its General Fund and special revenue funds. A budgetary comparison schedule has been provided within the required supplementary information for the General Fund and Community Center Fund to demonstrate compliance with the adopted budgets. The governmental fund financial statements can be found starting on page 22 of this report. Proprietary Funds — The city maintains two distinct types of proprietary funds. Enterprise funds are used to report the same functions presented as business -type activities in the government -wide financial statements. The city maintains six enterprise funds which are used to account for its water, sewer, and stormwater services, municipal liquor store sales, fiber optics network, and deputy registrar. Internal service funds are an accounting device used to accumulate and allocate costs internally among the city's various functions. The city uses internal service funds to account for benefit accruals, central equipment acquisitions, information technology (IT) services, and facilities maintenance. Because these internal service fund activities predominantly benefit governmental rather than business -type functions, they have been included within governmental activities in the government -wide financial statements. 12 Management's Discussion and Analysis CITY OF MONTICELLO Proprietary funds provide the same type of information as the government -wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for each of the enterprise operations. The internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The proprietary fund financial statements can be found starting on page 26 of this report. Notes to Basic Financial Statements — The notes to basic financial statements provide additional information that is essential to obtaining a full understanding of the data provided in the government -wide and fund financial statements. The notes to the basic financial statements can be found starting on page 32 of this report. Required Supplementary Information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the City of Monticello's share of net pension liabilities (assets) for defined benefit plans, schedules of contributions, and progress in funding its obligation to provide pension and other postemployment benefits to its employees. Required supplementary information can be found starting on page 61 of this report. Other Information —Combining and individual fund financial statements and schedules for nonmajor governmental funds, internal service funds, and other supplementary schedules are presented immediately following the required supplemental information. Combining and individual fund statements and schedules can be found starting on page 71. GOVERNMENT -WIDE FINANCIAL ANALYSIS NET POSITION Governmental Activities Business -Type Activities Total 2023 2022 2023 2022 2023 2022 Current and other assets $ 36,698,595 $ 32,226,452 $ 31,215,270 $ 27,571,905 $ 67,913,865 $ 59,798,357 Capital assets 80,816,537 71,967,819 40,598,403 41,944,998 121,414,940 113,912,817 Total assets 117,515,132 104,194,271 71,813,673 69,516,903 189,328,805 173,711,174 Deferred outflows of resources 1,188,819 1,415,999 299,641 504,058 1,488,460 1,920,057 Long-term liabilities 19,611,320 22,682,238 3,768,739 4,549,652 23,380,059 27,231,890 Other liabilities 2,944,820 2,388,747 1,150,584 1,010,987 4,095,404 3,399,734 Total liabilities 22,556,140 25,070,985 4,919,323 5,560,639 27,475,463 30,631,624 Deferred inflows of resources 4,908,180 1,730,675 974,956 687,475 5,883,136 2,418,150 Net position Net investment in capital assets 63,232,687 52,824,487 37,944,447 38,793,527 101,177,134 91,618,014 Restricted 4,211,042 3,353,897 - - 4,211,042 3,353,897 Unrestricted 23,795,902 22,630,226 28,274,588 24,979,320 52,070,490 47,609,546 Total net position $ 91,239,631 $ 78,808,610 $ 66,219,035 $ 63,772,847 $ 157,458,666 $ 142,581,457 By the far the largest portion of the city's net position (64.3%) reflects investment in capital assets (e.g., land, buildings, structures, systems, machinery, equipment, infrastructure, and intangible assets), net of any related debt used to acquire those assets that is still outstanding. The city uses assets to provide services to citizens; consequently, these assets are not available for future spending. Although the city's investment in capital assets is reported net of related debt, it should be noted that resources needed to repay this debt must be provided from other sources since capital assets themselves cannot be used to liquidate these liabilities. A small portion of the city's net position (2.7%) represents resources that are subject to external restrictions on how they can be used. The remaining unrestricted net position of $52,070,490 may be used to meet the ongoing obligations to citizens and creditors. The unrestricted governmental activities net position increased $1,165,676 (5.2%), and business -type activities unrestricted net position increased $3,295,268 (13.2%). The government -wide total unrestricted net position increased $4,460,944 (9.4%) reflecting revenues exceeding conservative budgeted estimates and expenditures below liberal estimates. The $8,848,718 (12.3%) increase in governmental activities capital assets is related to several ongoing projects, the largest of which is the downtown roadway and pedestrian project. Business -type capital assets decreased $1,346,595 (3.2%) due to depreciation more than additions. Total net investment in capital assets, which is capital assets less related debt, increased because capital asset acquisitions less the amount of debt borrowed to acquire assets (none in 2023) exceeded capital asset disposals and depreciation. 13 Management's Discussion and Analysis CITY OF MONTICELLO CHANGE IN NET POSITION Governmental Activities Business -Type Acti\ities Total 2023 2022 2023 2022 2023 2022 Revenues Program revenues Charges for seNces $ 5,311,706 $ 4,330,832 $ 15,664,859 $ 15,489,232 $ 20,976,565 $ 19,820,064 Operating grants and contributions 1,640,385 1,192,748 474,925 297,608 2,115,310 1,490,356 Capital grants and contributions 5,926,525 1,529,488 2,915,922 1,522,921 8,842,447 3,052,409 General revenues Property taxes 12,163,726 11,456,764 - - 12,163,726 11,456,764 Franchise taxes 400,591 388,074 20,587 53,000 421,178 441,074 Unrestricted investment earnings 1,316,451 (915,858) 1,237,097 (817,755) 2,553,548 (1,733,613) Gain on sale of assets 33,950 - - - 33,950 - Totalrevenues 26,793,334 17,982,048 20,313,390 16,545,006 47,106,724 34,527,054 Expenses General government 2,694,603 2,798,491 - - 2,694,603 2,798,491 Public safety 3,461,914 3,168,835 3,461,914 3,168,835 Public works 5,592,411 5,556,590 5,592,411 5,556,590 Sanitation 817,199 784,052 - - 817,199 784,052 Recreation and culture 4,962,239 3,874,315 4,962,239 3,874,315 Interest and fiscal charges 448,258 480,903 - - 448,258 480,903 Water - - 1,449,050 1,348,348 1,449,050 1,348,348 Sewer 3,215,564 3,232,878 3,215,564 3,232,878 Stormwater 650,470 797,995 650,470 797,995 Liquor 6,315,729 6,320,611 6,315,729 6,320,611 Fiber optics 1,934,753 2,005,196 1,934,753 2,005,196 Deputy registrar - - 687,325 785,822 687,325 785,822 Total expenses 17,976,624 16,663,186 14,252,891 14,490,850 32,229,515 31,154,036 Increase in net position before transfers 8,816,710 1,318,862 6,060,499 2,054,156 14,877,209 3,373,018 Transfers 3,614,311 - (3,614,311) - - - Change in net position 12,431,021 1,318,862 2,446,188 2,054,156 14,877,209 3,373,018 Net position, January 1 78,808,610 77,489,748 63,772,847 61,718,691 142,581,457 139,208,439 Net position, December31 $ 91,239,631 $ 78,808,610 $ 66,219,035 $ 63,772,847 $ 157,458,666 $ 142,581,457 Governmental Activities. The most significant revenue source for governmental activities is property taxes at 45.4% of total revenues. Property taxes support the General, Community Center, Capital Project, and Debt Service funds. Charges for services account for 19.8% of revenues, with about 23.6% of that generated by the Community Center. Capital grants and contributions include special assessments and revenues from other sources restricted to capital asset acquisition. Investment earnings include both interest earnings received and the change in the investment fair values. Governmental activities revenues increased $8,811,286 (49.0%) in the current year. Charges for services increased $980,874 (22.6%) with increased operations at the Community Center compared to 2022. Additionally, operating grants and aids increased $447,637 (37.5%) mostly due to one-time public safety aid allocated from the State of Minnesota. Capital grants and contributions increased $4,397,037 (287.5%) due to contributions from other governments toward city capital projects, including Wright County's contribution to the downtown roadway and pedestrian improvement project. Property taxes increased by $706,962 (6.2%) while investment earnings increased $2,232,309 (243.7%) as the investment market stabilized. Public works (engineering, streets, ice and snow removal, shop and garage, street lighting, etc.) expenses are the most significant (31.3%), followed by recreation and culture (27.6%), public safety (19.3%), general government (15.0%), sanitation (4.5%), and interest and fiscal charges (2.5%). Included in these amounts is depreciation expense, which is 22.5% of the total expenses for governmental activities. Governmental activities expenses increased $1,313,438 (7.9%) in the current year. The most significant changes in program expenses were as follows: Recreation and culture increased $1,087,924 (28.1%). The main increase to the parks expenditures was due to the parks need study and master plan. The Monticello Community Center has increased expenses related to increased operation expenses as usage levels continue to increase post-COVID. Other factors were the purchase of new spin bikes, outsourcing the facility cleaning and other repairs made to the pool area. Public Safety increased $293,079 (9.2%) due to an increase in the law enforcement contract with the Wright County Sheriffs Office. • General government expenses decreased $103,888 (3.7%) due to a decrease in expenses from 2022 related to a Community Energy Transitions (CET) grant, which provided funds for studies related to the future decommissioning of the Xcel Nuclear Generating Plant. 14 Management's Discussion and Analysis Revenues by Source - Governmental Capital grants& Activities contributions Operating grants & contributions 6.1% Charges fi services 19.6% CITY OF MONTICELLO Program Expenses and Revenues - Governmental Activities Franchise 37 taxes 1.5 % $s 35 £ $e $3 32 $t -i Propertyt es �9°y0100"P b�to saleki bC. ,0!s se',"ax`on &O"Wit, Opoex \�0"'s Gain on sale of capital u pu 0 Investment earnings assets Gaoata aeu°a Woo �°tetes,a 0.1 Business -type Activities. Business -type activities increased the city's net position by $2,446,188, which is $392,032 more than the prior fiscal year's increase in business -type net position. The change is attributable to positive investment earnings as the market stabilized. There was also an increase in capital contributions from developers for water/sewer access and trunk charges. Revenues by Source - Business -Type Activities Charges forservice 77 1% is & os FINANCIAL ANALYSIS OF THE CITY'S FUNDS Program Revenues and Expenses - Business -Type Activities ss 57 se ss S< $3 1 52 st s ,Nakot see, sk-10 e`et LM �au0t F oet 000 Recjevo' 0.01 Governmental funds. The focus of the city's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the city's financing requirements. Spendable fund balances may serve as a useful measure of a government's net resources available for expenditure at the end of the fiscal year. On December 31, 2023, the city's governmental funds reported total ending fund balances of $22,813,966, a decrease of $103,552 (0.5%) when compared with the prior year. Approximately 11.5% or $2,612,822 of the total ending fund balances constituted restricted fund balances, which are considered unavailable for appropriation for general operations. The $152,542 nonspendable fund balance accounted for 0.7% of total governmental fund balances and is comprised of prepaid items. At the end of the fiscal year, the General Fund reported a fund balance of $8,178,673, increasing $1,135,877 (16.1 %) from the prior year. General fund revenues were $2,094,414 (18.8%) more than the prior fiscal year and expenditures increased by $778,201 (7.4%). General government expenditures increased $11,677 (0.4%) due to investment in software upgrades. Public safety expenditures increased $274,096 (9.2%) due to an increase in the law enforcement contract. Public works expenditures increased $200,774 (8.4%) due to a crack seal project and street maintenance materials. There was also an increase in new equipment, however there was an offsetting decrease in repair and maintenance expenditures. Recreation and culture expenditures increased by $258,507 (15.3%) due to the parks needs and assessment and master plan and increased cost of supplies. The fund balance in the Community Center Fund increased $94,484 (21.0%) to $543,903 due to an increase in memberships and day passes. Charges for services increased $247,424 (24.6%) to $1,255,214 in 2023. Expenditures increased $285,005 (15.3%) to $2,143,333 as usage increased and staffing levels were increased. Repairs were also made to the facility and older equipment was replaced. 15 Management's Discussion and Analysis CITY OF MONTICELLO The fund balance in the Debt Service Fund decreased $246,369 (25.3%) to $727,936. This fund balance decrease reflects the prior year accumulation of resources to make scheduled bond payments. Special assessment revenue decreased $17,081 (5.4%) to $300,188 as prepayments were made and no large projects assessed in 2023. In governmental funds, assessments are recorded as a revenue when collectible, which occurs when it is in the current period or soon thereafter. The Capital Projects Fund provides the accounting for acquisition of general government capital assets. Accordingly, the fund accumulates resources from various sources and expenditures may or may not occur in the same year of accumulation. Consequently, the fund balance in the Capital Projects Fund decreased $1,226,222 (11.3%) to $9,642,528. Proprietary funds. The proprietary funds provide the same type of information found in the business -type activities in the government -wide financial statements, but in more detail. Water Fund operating expenses increased $108,685 (8.1%). Utility employee personal service costs are divided between the Water Fund and Sewer Fund based on activity. The Water Fund operating revenues increased $327,927 (18.5%) with an increase in rates and adjustments to the usage in each rate tier to help promote water conservation. The fund's net position increased $2,045,507 (13.6%) to $17,088,531 due to commercial development trunk and access fees received. Depreciation expense for the fund totaled $493,027. Sewer Fund expenses decreased $18,136 (0.6%) and operating revenues increased $88,272 (3.0%) with an increase in rates. The fund's net position increased $2,319,785 (9.4%) to $27,118,302 due to commercial development trunk and access fees received. Depreciation expense for the fund totaled $1,196,048. Stormwater operating expenses decreased $147,525 (18.5%). Stormwater operating revenues increased $93,518 (17.7%), due to an increase in rates along with an increased number of accounts in 2023. The fund's net position increased $364,628 (5.7%) to $6,717,643. Depreciation expense for the fund totaled $446,768. The Liquor Fund's net position decreased $1,444,664 (53.3%) to $1,263,435 comprising of roughly $800,000 in income offset by $2,250,000 in transfers to the capital projects, street lighting improvements and the park and pathway funds. Liquor and related product sales decreased $125,831 (1.8%) to $7,042,543. Profits from the liquor store are held until transferred out for another city use. Gross profit decreased $43,778 (2.3%) for a total gross profit of $1,868,567. Operating expenses increased $87,177 (8.2%) to $1,145,204, and depreciation expense for the fund totaled $10,655. The Fiber Optics Fund's net position increased $90,940 (0.7%) to $12,567,528. The fund's 2023 charges for services decreased $50,093 (2.5%) to $1,928,497. Excluding depreciation, the operating income was $388,279 in 2023. Depreciation expense for the fund totaled $388,543. The city contracted for FiberNet operations management in July 2016 and renewed the contract for an additional five-year term in 2021. The Deputy Registrar Fund (DMV) net position decreased $940,468 (39.9%) to $1,415,585. The decrease is related to a transfer from the DMV fund to the Capital Projects fund. Charges for services increased $62,536 (7.0%) to $951,987, and operating expenses decreased $86,437 (11.1%) to $690,799. Depreciation for the fund totaled $33,979. Other factors of the changes in income from operations have previously been discussed in the government -wide financial analysis of business -type activities. GENERAL FUND BUDGETARY HIGHLIGHTS During the year, there were no amendments to the budget. General Fund revenues and other financing sources totaled $13,215,293 and exceeded the budget by $1,735,293 (15.1%). Intergovernmental, licenses and permits, and investment earnings were $771,094 (138.4%), $446,901 (92.3%), and $401,990 (1,252.5%) higher than budget, respectively. Intergovernmental revenues include grants from other governmental entities, licenses and permits include building permits fees, and investments include the interest earned and adjustments to market value of investments. These revenues can be difficult to predict, and are, therefore, budgeted conservatively. General Fund expenditures totaled $11,329,416 and were $144,584 (1.3%) under the budget. While spending in some budget units exceeded appropriations, conservative spending in other units and revenues more than budget allowed for an overall increase in fund balance. The General government function exceeded budget due to unbudgeted planning and zoning escrow activity that is offset by grant funding and charges for services revenues. The recreation and culture function exceeded budget due to the parks needs assessments and master plan exceeding budgeted expectations. Within the expenditure functions, eleven of twenty-eight reporting units exceeded budget. iry Management's Discussion and Analysis CITY OF MONTICELLO The General Fund year end fund balances for the past ten years are as follows: General Fund Balance $10 $a $6 $4 $2 v-\b V16 v, V-0 v9 70-0 701 2p22 703 CAPITAL ASSETS AND DEBT ADMINISTRATION CAPITAL ASSETS Capital assets. The city's investment in capital assets for its governmental and business -type activities on December 31, 2023 totaled $121,414,940 (net of accumulated depreciation). This investment in capital assets includes land, construction in progress, buildings, and systems (including infrastructure), and machinery and equipment (including intangible assets). Major governmental activities capital assets changes: the purchases of land for a future park expansion at East Bridge Park, purchase of land downtown for future parking or redevelopment, the completion of the 2022 street project, and equipment purchases. Business -type capital assets include new coolers for the liquor store and new HVAC for the wastewater treatment plant. The total increase from the prior fiscal year was 6.6%; governmental activities increased 12.3% and business -type activities decreased 3.2%. Land Construction in progress Buildings and systems Machinery and equipment Less: Accumulated depreciation Net total Governmental Activities 2023 2022 $ 17,359,078 $ 16,903,464 12,448,518 1,696,704 106, 414, 327 105, 739,455 10,501,721 10,055,983 (65,907,107) (62,427,787) $ 80,816,537 $ 71,967,819 Business -Type Activities 2023 2022 $ 867,010 $ 804,010 1,198,773 921,047 107, 306, 862 106, 413, 498 3,651,708 3,570,582 (72,425,950) (69,764,139) $ 40,598,403 $ 41,944,998 Total 2023 2022 $ 18,226,088 $ 17,707,474 13, 647, 291 2,617,751 213,721,189 212,152,953 14,153, 429 13, 626, 565 (138,333,057) (132,191,926) $ 121,414,940 $ 113,912,817 Additional information on the city's capital assets can be found in the notes to the financial statements starting on page 43. DEBT ADMINISTRATION Long-term Debt. The city's outstanding long-term debt, including general obligation bonds, special assessment bonds, tax abatement bonds, and a Public Facilities Authority (PFA) revenue note, totaled $19,193,000 on December 31, 2023, which is a decrease of $2,532,000 from the prior year. Total long-term debt decreased with regularly scheduled payments. No new debt was issued in 2023. Additional information on the city's long-term liabilities can be found in the notes to the financial statements starting on page 44 of this report. Governmental Business -Type Activities Activities Total 2023 2022 2023 2022 2023 2022 General obligation bonds $ 4,905,000 $ 5,435,000 $ 1,120,000 $ 1,325,000 $ 6,025,000 $ 6,760,000 Special assessment bonds 5,680,000 6,780,000 - - 5,680,000 6,780,000 Tax abatement bonds 6,110,000 6,700,000 - - 6,110,000 6,700,000 Public Facilities Authority revenue note - - 1,378,000 1,485,000 1,378,000 1,485,000 Total $ 16,695,000 $ 18,915,000 $ 2,498,000 $ 2,810,000 $ 19,193,000 $ 21,725,000 17 Management's Discussion and Analysis CITY OF MONTICELLO ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES • The unemployment rate for the Wright County, Minnesota area for December 31, 2023 was 2.8%, which is higher than the state average (2.6%) and lower than the national average (3.5%). • New commercial and residential development continued to grow at a sustainable pace in 2023 and have not indicated a significant downward trend yet in 2024. • The occupancy rate of the city's business district has remained constant over the last few years and new commercial construction is continuing to grow. • The prospects for continued residential and large commercial growth in 2024 look promising. • Inflationary trends in the region have compared favorably to national indices in the last few years; however, the nationwide effects of inflation in housing prices are found in Monticello as well. • The property valuation of the city's largest taxpayer, the Xcel Energy Nuclear Generating Plant, is assessed by the State of Minnesota and can experience notable volatility. The city continues to advocate for host communities at the state level through the Coalition of Utility Cities to minimize impacts on its residents and businesses. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the city's finances for all those interested in governmental finance. Questions concerning any information in the report or requests for additional information should be addressed to City of Monticello, Finance Department, 505 Walnut Street, Suite 1, Monticello, MN 55362. &" Monticello 18 BASIC STATEMENTS A ' Jl V moop,17P Alma -,doom--- c -0 v Statement of Net Position December 31, 2023 ASSETS Cash and investments Receivables Unremitted taxes Delinquent taxes Unremitted special assessments Delinquent special assessments Deferred special assessments Accrued interest Accounts Due from other governmental units Leases Internal balances Inventory Prepaid items Notes receivable Land held for resale Capital assets Nondepreciable Depreciable, net TOTAL ASSETS DEFERRED OUTFLOWS OF RESOURCES Deferred other post -employment benefits resources Deferred pension resources TOTAL DEFERRED OUTFLOWS OF RESOURCES LIABILITIES Accounts and contracts payable Accrued interest payable Other accrued liabilities Due to other governmental units Unearned revenue Escrow deposits Noncurrent liabilities Due within one year Bonds, notes, leases, claims, compensated absences Total OPEB liability Due in more than one year Net pension liability - PERA Net pension liability - FRA Total OPEB liability Bonds, notes, leases, claims, compensated absences TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES Deferred other post -employment benefits resources Deferred pension resources Deferred MSA state aid Deferred lease resources TOTAL DEFERRED INFLOWS OF RESOURCES NET POSITION Net investment in capital assets Restricted for Debt service Economic development Cemetery operations Park improvements Public safety Tax increment Unrestricted TOTAL NET POSITION CITY OF MONTICELLO Primary Government Component Unit Economic Governmental Business -type Development Activities Activities Total Authority $ 28,302,976 $ 28,168,392 $ 56,471,368 $ 4,222,766 23,588 - 23,588 753 97,554 - 97,554 11,073 1,017 4,557 5,574 - 4,090 17,934 22,024 3,818,217 725,098 4,543,315 137,004 - 137,004 - 347,408 928,683 1,276,091 9,126 1,450,298 139,873 1,590,171 - 1,397,903 630,789 2,028,692 (48,011) 48,011 - - 480,484 480,484 - 218,482 71,449 289,931 5,033 110,487 - 110,487 319,490 837,582 - 837,582 2,744,929 29,807,596 2,065,783 31,873,379 - 51,008,941 38,532,620 89,541,561 - 117,515,132 71,813,673 189,328,805 7,313,170 7,140 3,592 10,732 193 1,181,679 296,049 1,477,728 22,438 1,188,819 299,641 1,488,460 22,631 1,463,065 827,126 2,290,191 143,806 16,438 8,358 24,796 - 315,927 18,703 334,630 - 33,229 296,397 329,626 159 36,358 - 36,358 - 1,079,803 - 1,079,803 5,492 2,566,220 413,060 2,979,280 13,387 5,063 2,455 7,518 106 2,310,839 1,121,462 3,432,301 84,996 180,758 - 180,758 - 84,973 41,200 126,173 1,775 14,463,467 2,190,562 16,654,029 1,488 22,556,140 4,919,323 27,475,463 251,209 57,661 26,602 84,263 558 875,720 337,334 1,213,054 25,567 2,597,257 - 2,597,257 - 1,377,542 611,020 1,988,562 - 4,908,180 974,956 5,883,136 26,125 63,232,687 2,322,454 939,252 147,756 161,848 639,732 23,795,902 91,239,631 $ 37,944,447 28,274,588 66,219,035 $ 101,177,134 2,322,454 939,252 147,756 161,848 639,732 52,070,490 157,458,666 $ 1,311,184 981,493 4,765,790 7,058,467 The notes to the financial statements are an integral part of this statement. 19 Statement of Activities For the Year Ended December 31, 2023 Functions/Programs Governmental activities General government Public safety Public works Sanitation Recreation and culture Economic development Interest and fiscal charges Total governmental activities Business -type activities Water Sewer Stormwater Liquor Fiber optics Deputy registrar Total business -type activities Total primary government Component Unit Economic Development Authority Program Revenues Operating Capital Charges for Grants and Grants and Expenses Services Contributions Contributions $ 2,694,603 $ 894,194 $ 19,289 $ 3,461,914 1,197,068 916,008 - 5,592,411 153,584 231,573 5,926,525 817,199 861,178 18,119 - 4,962,239 2,197,615 455,396 - 8,067 - 448,258 - - - 17,976,624 5,311,706 1,640,385 5,926,525 1,449,050 2,097,451 101,700 911,953 3,215,564 3,014,189 203,400 1,769,459 650,470 622,664 60,750 234,510 6,315,729 7,043,302 - - 1,934,753 1,935,217 - 687,325 952,036 109,075 - 14,252,891 15,664,859 474,925 2,915,922 $ 32,229,515 $ 20,976,565 $ 2,115,310 $ 8,842,447 $ 1,254,476 $ 40,917 $ 344,993 $ General Revenues Property taxes Tax increments Franchise taxes Unrestricted grants and contributions Unrestricted investment earnings Gain on sale of capital assets Transfers Operating Capital Total general revenues Change in Net Position Net Position, January 1 Net Position, December 31 The notes to the financial statements are an integral part of this statement. 20 CITY OF MONTICELLO Net (Expense) Revenue and Changes in Net Position Component Unit Economic Governmental Business -type Development Activities Activities Total Authority $ (1,781,120) $ (1,348,838) 719,271 62,098 (2,309,228) 8,067 (448,258) (5,098,008) $ (1,781,120) $ (1,348,838) 719,271 62,098 (2,309,228) 8,067 (448,258) (5,098,008) 1,662,054 1,662,054 1,771,484 1,771,484 267,454 267,454 727,573 727,573 - 464 464 - 373,786 373,786 - - 4,802,815 4,802,815 - (5,098,008) 4,802,815 (295,193) - - - - (868,566) 12,163,726 12,163,726 408,471 - - - 550,598 400,591 20,587 421,178 - 9 1,316,451 1,237,097 2,553,548 177,223 33,950 - 33,950 - 4,000,000 (4,000,000) - - (385,689) 385,689 - 17,529,029 (2,356,627) 15,172,402 1,136,301 12,431,021 2,446,188 14,877,209 267,735 78,808,610 63,772,847 142,581,457 6,790,732 $ 91,239,631 $ 66,219,035 $ 157,458,666 $ 7,058,467 The notes to the financial statements are an integral part of this statement. 21 CITY OF MONTICELLO Balance Sheet Governmental Funds December 31, 2023 Total Total Community Debt Capital Nonmajor Governmental General Center Service Projects Funds Funds ASSETS Cash and investments $ 9,464,666 $ 508,676 $ 729,928 $ 12,280,612 $ 3,629,053 $ 26,612,935 Receivables Unremitted taxes 23,588 - - - - 23,588 Delinquent taxes 97,554 - - 97,554 Unremitted special assessments - 1,008 9 1,017 Delinquent special assessments 3,652 438 - 4,090 Deferred special assessments - 1,607,304 2,207,211 3,702 3,818,217 Accrued interest 137,004 - - - - 137,004 Accounts 250,493 48,187 1,995 46,353 347,028 Due from other governmental units 67,858 - 1,382,440 - 1,450,298 Leases 1,397,903 - - - 1,397,903 Prepaid items 122,287 29,800 455 152,542 Notes receivable - - - 110,487 110,487 Land held for resale - - - 837,582 - 837,582 TOTAL ASSETS $ 11,561,353 $ 586,663 $ 2,341,892 $ 16,710,287 $ 3,790,050 $ 34,990,245 LIABILITIES Accounts and contracts payable $ 452,675 $ 9,503 $ 3,000 $ 875,466 $ 65,422 $ 1,406,066 Other accrued liabilities 293,373 22,554 - - - 315,927 Due to other governmental units 15,375 10,703 4,946 31,024 Unearned revenue 36,358 - - 36,358 Escrow deposits 1,079,803 - - - - 1,079,803 Total liabilities 1,877,584 42,760 3,000 880,412 65,422 2,869,178 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 97,554 - - - - 97,554 Unavailable revenue - special assessments - 1,610,956 2,207,650 3,702 3,822,308 Unavailable revenue - state aid and grants 30,000 - 3,979,697 - 4,009,697 Deferred lease resources 1,377,542 - - - 1,377,542 Total deferred inflows of resources 1,505,096 - 1,610,956 6,187,347 3,702 9,307,101 FUND BALANCES Nonspendable 122,287 29,800 - - 455 152,542 Restricted 639,732 - 727,936 - 1,245,154 2,612,822 Assigned - 514,103 - 9,642,528 2,475,317 12,631,948 Unassigned 7,416,654 - - - - 7,416,654 Total fund balance 8,178,673 543,903 727,936 9,642,528 3,720,926 22,813,966 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES $ 11,561,353 $ 586,663 $ 2,341,892 $ 16,710,287 $ 3,790,050 $ 34,990,245 The notes to the financial statements are an integral part of this statement. 22 CITY OF MONTICELLO Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position December 31, 2023 Amounts reported for governmental activities in the Statement of Net Position are different because: Total fund balances - governmental funds $ 22,813,966 Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. Land $ 17,359,078 Construction in progress 12,448,518 Buildings and systems 106,414,327 Machinery and equipment 5,060,083 Accumulated depreciation (63,974,222) 77,307,784 Governmental funds do not report long-term amounts related to other post -employment benefits and pensions. Deferred outflows of resources - OPEB $ 7,140 Deferred outflows of resources - pensions 1,181,679 Deferred inflows of resources - OPEB (57,661) Deferred inflows of resources - pensions (875,720) 255,438 Long-term liabilities that pertain to governmental funds, including bonds payable, are not due and payable in the current period, and, therefore, are not reported as fund liabilities. All liabilities, both current and long-term, are reported in the Statement of Net Position. Bonds payable $ (16,635,000) Other post -employment benefits liability (90,036) Net pension liability - PERA (2,310,839) Net pension liability - FRA (180,758) (19,216,633) Internal service funds are used by management to charge the costs of facilities maintenance, equipment, information technology, and benefit accrual services to individual funds. The assets and liabilities of the internal service funds are included in governmental activities in the Statement of Net Position. Internal service fund net position included in the governmental activities $ 4,811,147 Less internal services net position allocated to business -type activities (48,011) 4,763,136 Some of the city's property taxes, special assessments, and state aids and grants receivable will be collected after year-end, but are not available soon enough to pay for current period expenditures and, therefore, are reported as deferred inflows of resources in the governmental funds. 5,332,302 Interest on long-term debt is not accrued in governmental funds, but rather is recognized as an expenditure when due. Accrued interest for general obligation bonds is included in the Statement of Net Position. (16,362) Net position of governmental activities $ 91,239,631 The notes to the financial statements are an integral part of this statement. 23 CITY OF MONTICELLO Statement of Revenues, Expenditures and Changes in Fund Balance Governmental Funds For the Year Ended December 31, 2023 Total Total Community Debt Capital Nonmajor Governmental General Center Service Projects Funds Funds Revenues Property taxes $ 8,056,454 $ 515,000 $ 1,999,581 $ 1,548,989 $ - $ 12,120,024 Franchise taxes 243,482 - - - 157,109 400,591 Special assessments 156 300,188 884,472 815 1,185,631 Licenses and permits 930,901 - - - - 930,901 Intergovernmental 1,224,989 415,396 586,606 - 2,226,991 Charges for services 1,486,973 1,255,214 - 93,974 2,836,161 Fines and forfeitures 52,413 - - - - 52,413 Investment earnings 434,085 17,868 60,046 541,853 180,201 1,234,053 Interest on loans - - - - 3,082 3,082 Other revenues 784,190 34,339 - 2,444,594 4,150 3,267,273 Total revenues 13,213,643 2,237,817 2,359,815 6,006,514 439,331 24,257,120 Expenditures Current General government 2,696,531 - - - - 2,696,531 Public safety 3,263,979 - 3,263,979 Public works 2,601,329 7,800 2,609,129 Sanitation 817,199 - - - 817,199 Recreation and culture 1,950,378 2,115,490 - 31,673 4,097,541 Capital outlay Public works - - 10,697,536 38,563 10,736,099 Recreation and culture 27,843 59,700 1,480,417 1,567,960 Debt service Principal - 2,160,000 - - 2,160,000 Interest and fiscal charges - - 446,184 - - 446,184 Total expenditures 11,329,416 2,143,333 2,606,184 10,765,036 1,550,653 28,394,622 Excess (deficiency) of revenues over (under) expenditures 1,884,227 94,484 (246,369) (4,758,522) (1,111,322) (4,137,502) Other financing sources (uses) Sale of capital assets 1,650 - 32,300 - 33,950 Transfers in - 3,500,000 1,250,000 4,750,000 Transfers out (750,000) - - (750,000) Total other financing sources (uses) (748,350) - 3,532,300 1,250,000 4,033,950 Net change in fund balances 1,135,877 94,484 (246,369) (1,226,222) 138,678 (103,552) Fund balance at beginning of year 7,042,796 449,419 974,305 10,868,750 3,582,248 22,917,518 Fund balance at end of year $ 8,178,673 $ 543,903 $ 727,936 $ 9,642,528 $ 3,720,926 $ 22,813,966 The notes to the financial statements are an integral part of this statement. 24 CITY OF MONTICELLO Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Year Ended December 31, 2023 Amounts reported for governmental activities in the Statement of Activities are different because Net change in fund balances - governmental funds $ (103,552) Governmental funds reported capital outlays as expenditures. However, in the Statement of Activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays exceeded depreciation in the current period. Capital outlays $ 12,224,063 Capital contributions to business -type activities (385,689) Disposals (18,997) Depreciation (3,586,721) 8,232,656 Repayment of long-term debt principal is an expenditure in the governmental funds, but the repayment reduces long-term liabilities in the Statement of Net Position. 2,160,000 Some expenses reported in the Statement of Activities do not require the use of current financial resources and, therefore, are not reported as expenditures in the governmental funds. Change in total OPEB liability and deferred outflows/inflows of resources $ 17,855 Change accrued interest payable 1,973 19,828 Long-term pension activity is not reported in governmental funds Pension revenue from state contributions 661,485 Pension expense (680,926) Deferred inflows of resources are revenues included in the change in net position, but are excluded from the change in fund balances until they are available to liquidate liabilities of the current period. Taxes $ 43,702 Special assessments 194,043 Grants receivable 1,412,440 1,650,185 Internal service funds are used by management to charge the costs of certain activities to individual funds. The net revenue of the internal service funds is reported with governmental activities. Internal service fund activity included in governmental activities $ 501,805 Subtract internal service fund activity allocated to business -type activities (10,460) 491,345 Change in net position of governmental activitieE $ 12,431,021 The notes to the financial statements are an integral part of this statement. 25 Statement of Net Position Proprietary Funds December 31, 2023 ASSETS Current assets Cash and investments Receivables Unremitted special assessments Delinquent special assessments Deferred special assessments Accounts Lease Due from other governmental units Inventory Prepaid items Total current assets Noncurrent assets Lease Receivable Capital assets Land Buildings and systems Machinery and equipment Construction in progress Total capital assets Less accumulated depreciation Total capital assets (net) Total noncurrent assets TOTAL ASSETS DEFERRED OUTFLOWS OF RESOURCES Deferred other post -employment benefits resources Deferred pension resources TOTAL DEFERRED OUTFLOWS OF RESOURCES LIABILITIES Current liabilities Accounts and contracts payable Accrued interest payable Other accrued liabilities Due to other governmental units Bonds and loans payable - current Compensated absences due within one year Total OPEB liability Total current liabilities Noncurrent liabilities Bonds and loans payable - net current portion Compensated absences payable Total OPEB liability Net pension liability Total noncurrent liabilities TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES Deferred other post -employment benefits resources Deferred pension resources Deferred lease resources TOTAL DEFERRED INFLOWS OF RESOURCES NET POSITION Net investment in capital assets Unrestricted TOTAL NET POSITION Business -Type Activities - Enterprise Funds Water Sewer Stormwater $ 8,971,775 $ 12,692,763 $ 2,327,160 3,693 206 658 17,934 - - 368,432 262,199 94,467 233,195 524,212 49,155 17,174 - - - 60,750 18,877 32,638 6,112 9,631,080 13,512,018 2,538,302 613,615 208,143 516,952 136,315 21,304,719 48,707,087 19,681,581 287,842 2,594,663 150,803 595,389 595,389 7,995 22,396,093 52,414,091 19,976,694 (14,658,855) (36,026,466) (15,677,111) 7,737,238 16,387,625 4,299,583 8,350,853 16,387,625 4,299,583 17,981,933 29,899,643 6,837,885 693 759 422 46,211 53,168 22,249 46,904 53,927 22,671 35,618 30,167 26,938 - 8,358 - 16,350 - 14,495 2,376 - 318,000 17,213 17,213 - 537 545 244 84,213 376,659 27,182 - 2,180,000 - 1,913 1,913 - 9,010 9,143 4,094 175,052 201,405 84,282 185,975 2,392,461 88,376 270,188 2,769,120 115,558 6,443 5,566 2,003 52,655 60,582 25,352 611,020 - - 670,118 66,148 27,355 7,709,833 13,862,220 4,279,546 9,378,698 13,256,082 2,438,097 $ 17,088,531 $ 27,118,302 $ 6,717,643 The notes to the financial statements are an integral part of this statement. 26 CITY OF MONTICELLO Governmental Business -Type Activities - Enterprise Funds Activities - Deputy Internal Liquor Fiber Optics Registrar Totals Service Funds $ 1,364,083 $ 1,843,793 $ 968,818 $ 28,168,392 $ 1,690,041 - - - 4,557 - 17,934 - - 725,098 - 121,621 500 928,683 380 - - 17,174 - - 79,123 139,873 480,484 - - 480,484 - 10,304 1,000 2,518 71,449 65,940 1,854,871 1,966,414 1,050,959 30,553,644 1,756,361 - - - 613,615 - 5,600 - - 867,010 848,997 15,639,607 1,124,870 107,306,861 - 286,263 305,726 26,412 3,651,709 5,123,481 - - - 1,198,773 318,157 1,140,860 15,945,333 1,151,282 113,024,353 5,441,638 (941,581) (4,866,364) (255,573) (72,425,950) (1,932,885) 199,279 11,078,969 895,709 40,598,403 3,508,753 199,279 11,078,969 895,709 41,212,018 3,508,753 2,054,150 13,045,383 1,946,668 71,765,662 5,265,114 1,085 - 633 3,592 - 101,898 72,523 296,049 102,983 - 73,156 299,641 - 255,457 477,855 1,091 827,126 56,999 - - - 8,358 76 2,353 - 18,703 - 67,324 212,202 296,397 2,205 - - 318,000 60,000 42,046 18,588 95,060 301,218 690 - 439 2,455 - 367,870 477,855 232,320 1,566,099 420,498 - - - 2,180,000 - 4,671 2,065 10,562 33,469 11,685 7,368 41,200 - 385,999 274,724 1,121,462 - 402,255 - 284,157 3,353,224 33,469 770,125 477,855 516,477 4,919,323 453,967 7,465 - 5,125 26,602 - 116,108 82,637 337,334 - - 611,020 123,573 - 87,762 974,956 - 199,279 10,997,861 895,709 37,944,447 3,448,753 1,064,156 1,569,667 519,876 28,226,577 1,362,394 $ 1,263,435 $ 12,567,528 $ 1,415,585 66,171,024 $ 4,811,147 Adjustment to reflect the cumulative internal balance for the net effect of the activity between the internal service funds and the enterprise funds over time 48,011 Net position of business -type activities (pg. 19) $ 66,219,035 The notes to the financial statements are an integral part of this statement. 27 Statement of Revenues, Expenses and Changes in Net Position Proprietary Funds For the Year Ended December 31, 2023 Sales and cost of sales Net sales Cost of sales Gross profit Operating revenues Charges for services Other Total operating revenues Operating expenses Personal services Materials and supplies Other services and charges Depreciation Total operating expenses Operating income (loss) Nonoperating revenues (expenses) Franchise taxes Investment earnings Intergovernmental revenues Interest expense Total nonoperating revenues (expenses) Income before capital contributions and transfers Capital contributions Capital contributions from governmental activities Transfers out Change in net position Net Position, January 1 Net Position, December 31 Business -Type Activities - Enterprise Funds Water Sewer Stormwater $ 2,015,030 $ 2,961,244 $ 605,240 82,421 52,945 17,424 2,097,451 3,014,189 622,664 381,293 402,942 181,220 214,276 203,865 15,198 361,835 1,358,965 7,284 493,027 1,196,048 446,768 1,450,431 3,161,820 650,470 647,020 (147,631) (27,806) 384,834 549,727 97,174 101,700 203,400 60,750 - (55,170) - 486,534 697,957 157,924 1,133,554 550,326 130,118 911,953 1,769,459 234,510 2,045,507 2,319,785 364,628 15,043,024 24,798,517 6,353,015 $ 17,088,531 $ 27,118,302 $ 6,717,643 The notes to the financial statements are an integral part of this statement. 28 CITY OF MONTICELLO Governmental Business -Type Activities - Enterprise Funds Activities - Deputy Internal Liquor Fiber Optics Registrar Totals Service Funds $ 7,042,543 $ 7,042,543 (5,173,976) (5,173,976) 1,868,567 1,868,567 - $ 1,928,497 $ 951,987 8,461,998 $ 1,612,358 759 6,720 49 160,318 189,112 759 1,935,217 952,036 8,622,316 1,801,470 832,330 - 541,965 2,339,750 267,205 40,046 86,547 8,004 567,936 81,530 262,173 1,460,391 106,851 3,557,499 673,753 10,655 388,543 33,979 2,569,020 458,739 1,145,204 1,935,481 690,799 9,034,205 1,481,227 724,122 (264) 261,237 1,456,678 320,243 - 20,587 - 20,587 - 81,214 70,617 53,531 1,237,097 82,398 - - 109,075 474,925 - - - - (55,170) (4,047) 81,214 91,204 162,606 1,677,439 78,351 805,336 90,940 423,843 3,134,117 398,594 - - - 2,915,922 103,211 385,689 385,689 - (2,250,000) - (1,750,000) (4,000,000) - (1,444,664) 90,940 (940,468) 2,435,728 501,805 2,708,099 12,476,588 2,356,053 4,309,342 $ 1,263,435 $ 12,567,528 $ 1,415,585 $ 4,811,147 Adjustment to reflect the consolidation of internal service fund related to enterprise funds 10,460 Change in net position of business -type activities (pg. 21) $ 2,446,188 The notes to the financial statements are an integral part of this statement. 29 Statement of Cash Flows Proprietary Funds For the Year Ended December 31, 2023 Cash flows from operating activities Cash received from customers and users Cash from interfund services provided Cash paid to suppliers for goods and services Cash paid to employees Cash paid to other funds for services provided Net cash provided by operating activities Cash flows from noncapital financing activities Transfers to other funds Franchise fees Intergovernmental revenues Net cash provided (used) by noncapital financing activities Cash flows from capital and related financing activities Capital contributions Acquisition of capital assets Principal paid on long-term debt Interest and fiscal charges paid on long-term debt Net cash provided (used) by capital and related financing activities Cash flows from investing activities Interest on investments Net increase (decrease) in cash and cash equivalents Cash and cash equivalents, January 1 Cash and cash equivalents, December 31 Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Depreciation OPEB expense Other expense related to operations (Increase) decrease in assets Special assessments receivable Accounts receivable Due from other governmental units Leases Inventory Prepaid items (Increase) decrease in deferred outflows Deferred other post -employment benefits resources Deferred pension resources Increase (decrease) in liabilities Accounts and contracts payable Other liabilities Due to other governmental units Compensated absences Net pension liability Increase (decrease) in deferred inflows Deferred other post -employment benefits resources Deferred pension resources Deferred lease resources Net cash provided by operating activities Schedule of noncash investing, capital and financing activities: Disposal of capital assets Capital assets purchased on account Capital contributions Business -Type Activities - Enterprise Funds Water Sewer Stormwater $ 1,992,947 $ 2,991,500 $ 547,675 (542,344) (1,536,682) (18,781) (358,677) (412,993) (177,645) f29,327) - Jf30,141) 1, 61,785 1, 12,498 351,249 101,700 203,400 60,750 101,700 203,400 60,750 934,002 1,807,037 253,350 (280,376) (368,545) (63,312) (312,000) (56,041) 653,626 1,070,451 190,038 384,834 549,727 97,174 2,201,945 2,836,076 699,211 6,769,830 9,856,687 1,627,949 $ 8,971,775 $ 12,692,763 $ 2,327,160 $ 647,020 $ (147,631) $ (27,806) 493,027 1,196,048 446,768 (1,970) (2,299) (2,880) (57,474) (42,848) 16,188 (1,877) 131 23,752 4,936 8,767 567 (2,530) (46,577) 216 49,594 (29,137) 1,0 1,785 27,405 23,692 (46,381) (2,742) 153 43,798 (362) (75) (2,530) (105,764) 252 56,339 1,012,498 (658) (13,581) (60,750) (2,776) 65 15,280 6,477 (34,603) 2,003 23,710 $ 351,249 27,405 $ 20,037 The notes to the financial statements are an integral part of this statement. 30 CITY OF MONTICELLO Governmental Business -Type Activities - Enterprise Funds Activities Deputy Internal Liquor Fiber Optics Registrar Totals Service Funds $ 7,043,115 $ 2,004,258 $ 959,205 $ 15,538,700 $ - - - - - 1,801,573 (5,371,181) (1,280,934) (45,399) (8,795,322) (769,161) (788,397) - (549,915) (2,287,627) (238,817) (26,818) (424) (47,710) (134,420) - 856,719 722, 0o 316,181 421,331 793,595 (2,250,000) - (1,750,000) (4,000,000) - 20,587 - 20,587 - 109,075 474,925 (2,250,000) 20,587 (1,640,925) (3,504,488) - 2,994,389 (133,591) (198,713) (1,044,536) (971,600) (312,000) (60,000) (56,041) (4,120) (133,591) (198,713) - 1,581,812 (1,035,720) 81,214 70,617 53,531 1,237,097 82,398 (1,445,658) 615,391 (1,271,213) 3,635,752 (159,727) 2,809,741 1,228,402 2,240,031 24,532,640 1,849,768 $ 1,364,083 $ 1,843,793 $ 968,818 $ 28,168,392 $ 1,690,041 $ 724,122 $ (264) $ 261,237 $ 1,456,678 $ 320,243 10,655 388,543 33,979 2,569,020 458,739 (2,955) - (1,512) (11,616) - 22,284 22,284 - - (34,440) - 16,041 500 (86,269) (380) 53,000 (3,088) (10,838) 483 - - 16,188 - 50,223 - 50,223 (2,186) (903) (10,484) (8,160) 196 (633) (88) 61,408 - 59,481 203,719 35,254 265,580 365 312,249 (7,832) (187) - - 8,580 - (5,095) 9,757 5,154 2,114 7,318 1,039 3,297 28,388 (131,321) (143,438) (461,703) - 324 252 3,047 108,963 76,861 315,467 (29,137) $ 856,719 $ 722,900 $ 316,181 $ 4,3 1,331 $ 793,595 $ - $ - $ - $ - $ 5,789 $ $ 81,108 $ - $ 155,956 $ (21,223) $ $ - $ 385,689 $ 385,689 $ 103,211 The notes to the financial statements are an integral part of this statement. 31 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The basic financial statements of the City of Monticello, Minnesota (the city) have been prepared in conformity with accounting principles (GAAP) generally accepted in the United States of America as applied to governmental units by the Governmental Accounting Standards Board (GASB). GASB is the accepted standard -setting body for establishing governmental accounting and financial reporting principles. A. Reportinq entity Incorporated in 1856, the City of Monticello is designated as a third-class city (population 10,001 to 20,000) and governed by statutory city code under Optional Plan A in Minnesota statutes. The city falls under section 501(a) of the Internal Revenue Code. The five -member mayor -council is elected on staggered, even -numbered years. Councilors are elected at -large to four-year terms while the mayor is elected to a two-year term. The governing body appoints an administrator to implement policies and oversee daily operations. The accompanying financial statements include all funds, departments, agencies, boards, commissions, and other organizations that comprise the city, along with any component units. Component units are legally separate entities for which the city (primary government) is financially accountable, or for which the exclusion of the component unit would render the financial statements of the primary government misleading. Criteria used to determine if the primary government is financially accountable for a component unit includes whether or not the primary government appoints the voting majority of the potential component unit's governing body, is able to impose its will on the potential component unit, is in a relationship of financial benefit or burden with the potential component unit, or is fiscally depended upon by the potential component unit. The Monticello Economic Development Authority (EDA) is a legally separate entity created pursuant to Minnesota Statutes § 469.090 through § 469.108 to carryout economic and industrial development and redevelopment within the city in accordance with policies established by the City Council. The seven - member Board of Directors consists of two council members and five members from the community appointed by the City Council. Management of the city has complete operational responsibility of the EDA's activities, and the City Council reviews and approves the tax levy and all expenditures for the EDA. Because the council does not make up a majority of the EDA board and there is no financial burden or benefit relationship between the city and EDA, the EDA is reported as a discretelv presented component unit of the city as a separate column in the government -wide financial statements. Separate financial statements are not issued for this component unit. The Mayor and Council are responsible for appointing some members of other organizations. However, the city's accountability for these organizations does not extend beyond making appointments. B. Government -wide and fund financial statements The government -wide financial statements (i.e., the statement of net position and the statement of activities) report information on all the activities of the primary government and its component unit. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operation or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. Aggregated information for the remaining nonmajor funds is reported in single columns in the respective fund financial statements. It Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO The city applies restricted resources first when an expense is incurred for which both restricted and unrestricted resources are available. Depreciation expense is included in the direct expense of each function. Interest on long-term debt of governmental activities is considered an indirect expense and is reported separately on the Statement of Activities. C. Measurement focus, basis of accounting, and financial statement presentation The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes and special assessments, if levied, are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered available when they are collectible in the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the city considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to claims and judgments, compensated absences, other post -employment benefits, and net pension liabilities, are recognized as expenditures to the extent they have matured. Capital asset acquisitions are reported as capital outlay expenditures in the governmental funds. Proceeds from long-term debt are reported as other financing sources. Property taxes, franchise taxes, licenses, and investment earnings associated with the current fiscal period are all considered to be susceptible to accrual and have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is susceptible to accrual as revenue of the current period. All other revenue items are measurable and available only when cash is received by the city. Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. On a modified accrual basis, revenue is recorded in the year in which the resources are measurable and become available. Non -exchange transactions, in which the city receives value without directly giving equal value in return, include property taxes, grants, entitlement and donations. On an accrual basis, revenue from property taxes is recognized in the year for which the tax is levied. Revenue from grants, entitlements and donations is recognized in the year in which all eligibility requirements have been satisfied. Eligibility requirements include timing requirements, which specify the year when the resources are required to be used or the year when use is first permitted, matching requirements, in which the city must provide local recourses to be used for specified purpose, and expenditure requirements, in which the resources are provided to the city of a reimbursement basis. On a modified accrual basis, revenue from non -exchange transactions must also be available before it can be recognized. Maior Governmental Funds — The major governmental funds reported by the city are as follows: General Fund— The General Fund is used to account for all financial resources except those required to be accounted for in another fund. Community Center Fund — The Community Center (special revenue) Fund accounts for the revenues and expenditures related to the operations of the community center. In addition to a property tax allocation, the community center generates significant revenue from charges for memberships, program activities, and space rentals. Debt Service Fund — The Debt Service Fund is used to account for the accumulation of resources for and the payment of long-term debt principal, interest, and related costs. Capital Projects Fund — The Capital Projects Fund is used to account for financial resources to be used for the acquisition or construction of major capital facilities and infrastructure (other than those financed by proprietary funds). 33 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Maior Proorietary Funds — The city reports the following major proprietary (enterprise) funds: Water Fund — The Water Fund is used to account for all activities necessary to provide water services to the residents and businesses of the city. Sewer Fund — The Sewer Fund is used to account for all activities necessary to provide sewer services to the residents and businesses of the city. Stormwater Fund — The Stormwater Fund is used to account for all activities necessary to provide stormwater maintenance and street sweeping services to the residents and businesses of the city. Liquor Fund — The Liquor Fund is used to account for the operations of the city's liquor store. Fiber Optics Fund — The Fiber Optics Fund is used to account for all activities necessary to provide fiber optic services to the residents and businesses of the city. Deputy Registrar Fund — The Deputy Registrar Fund is used to account for the operation of the city's department of motor vehicles. Additionally, the city reports the following fund type: Internal Service Funds — These funds account for the city's benefit accrual, central equipment, information technology, and facilities maintenance services. Internal service funds operate in a manner similar to enterprise funds; however, they provide services primarily to other city departments. As a general rule, the effect of interfund activity has been eliminated from the government -wide financial statements. Exceptions to this general rule are charges between the city's enterprise funds and various other functions of the city. Elimination of these charges would distort the direct costs and program revenues of the various functions involved. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes the city has the authority to impose. Proprietary funds distinguish operating revenues and expenses from non -operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the city's enterprise and internal service funds are charges to customers (or departments) for sales and services. Operating expenses for enterprise and internal service funds include cost of sales and services, administrative expenses, and depreciation on capital assets. All revenue and expenses not meeting this definition are reported as non -operating revenues and expenses. Aggregated information for the internal service funds is reported in a single column in the proprietary fund financial statements. Because the principal user of the internal services is the city's governmental activities, the financial statements of the internal service funds are consolidated into the governmental column when presented in the government -wide financial statements. The cost of these services is reported in the appropriate functional activity. D. Cash and Investments Cash and investments include balances from all funds that are combined and invested to the extent available in savings accounts, certificates of deposit, U.S. government obligations, and other securities authorized by state statutes and the city's investments policy. Earnings from investments are allocated to the respective funds based on participation by each fund. For purposes of the Statement of Cash Flows, the city considers all highly liquid debt instruments with an original maturity from the time of purchase by the city of three months or less to be cash equivalents. The proprietary fund's equity in the government -wide cash and investment management pool is considered cash equivalent. Investments are generally stated at fair value, except for investments in external investment pools, which are stated at amortized cost. Short-term highly liquid debt instruments (including commercial paper, 34 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO banker's acceptances, and U.S. treasury and agency obligations) purchased with a remaining maturity of one year or less are reported at amortized cost. Investment earnings are accrued at the balance sheet date. The city categorizes its fair value measurements within the fair value hierarchy established by accounting principles generally accepted in the United States of America. The hierarchy is based on the valuation inputs used to measure the fair value of the asset as follows: • Level 1 inputs are quoted prices in active markets for identical assets. • Level 2 inputs are significant other observable inputs. • Level 3 inputs are significant unobservable inputs. Securities and certificates of deposit classified in Level 2 of the fair value hierarchy are valued using a matrix pricing technique. Matrix pricing is used to value securities based on the securities' relationship to benchmark quoted price as outlined in Note 2. E. Property Taxes The city council sets property tax levies each year which are certified to Wright County for collection in the following year. In Minnesota, counties function as collection agents for all property taxes. Wright County spreads all levies over taxable property. Such taxes become a lien on January 1 and are recorded as receivables by the city on that date. Most property taxes can be paid without penalty and interest by taxpayers in two equal installments on May 15 and October 15. Wright County provides tax settlements to cities and other taxing districts three times throughout the year. Within the governmental fund financial statements, the city recognizes property tax revenue when it becomes both measurable and available to finance expenditures of the current period. Taxes which remain unpaid as of December 31 are classified as delinquent taxes receivable and are offset by deferred inflows of resources because it is not available to finance current expenditures. Deferred inflows of resources in governmental activities are susceptible to full accrual on the government -wide financial statements. F. Special Assessments Special assessments are levied against the benefiting properties for the assessable costs of special assessment improvement projects in accordance with Minnesota Statutes. The city usually adopts assessment rolls when individual public improvement projects are complete or substantially complete. The assessments are collectible over a term of years generally consistent with the term of years for the related bond issue. Collection of annual installments (including interest) is managed by the county in the same manner as property taxes. Property owners are allowed to prepay total future installments without interest or prepayment penalties. Once a special assessment roll is adopted, the amount attributed to each parcel is a lien upon that property until full payment is made or the amount is determined to be excessive by the city council or court action. If special assessments are left unpaid, the property is subject to tax forfeited sale and the first proceeds of that sale (after costs, penalties, and expenses of sale) are remitted to the city in payment of delinquent special assessments. Generally, the city will collect the full amount of its special assessments not adjusted by city council or court action. Pursuant to state statutes, a property shall be subject to tax forfeit sale after three years of delinquency except for homesteaded, agricultural or seasonal recreational property, which is subject to sale after five years. These assessments are recorded as delinquent (levied, but not yet paid) and deferred (certified, but not yet levied) special assessments receivable, and are offset by deferred inflows of resources in the governmental fund financial statements. Unremitted special assessments are amounts collected by Wright County, but not paid to the city before year-end. G. Receivables Utility and miscellaneous accounts receivable are reported at gross value. Since the city is generally able to certify delinquent amounts to the county for collection as special assessments, no allowance for uncollectible accounts has been provided on current receivables. 35 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO The city contracted with a third party to manage Fibernet beginning on July 1, 2016. On a monthly basis, the city receives amounts billed by Arvig with an estimated portion withheld for uncollectible accounts. Customer receivable balances are carried by Arvig rather than the city. Therefore, no allowance for uncollectible accounts is set up in the proprietary Fiber Optics Fund. A receivable is considered past due if any portion of the receivable balance is outstanding for more than 30 days. Interest is charged on receivables that are considered past due. Accrual of interest is not suspended until a receivable is determined to be uncollectible. Provisions for bad debts would be insignificant and none have been made for 2023. Interest receivable is recorded as revenue in the year the interest is earned and is available to pay liabilities of the current period. The interest receivable balance is reported as one amount in the General Fund while all other funds receive interest revenue distributions in cash. H. Lease Receivable The City's lease receivable is measured at the present value of lease payments expected to be received during the lease terms. A deferred inflow of resources is recorded for leases. The deferred inflow of resources is recorded at the initiation of each lease in an amount equal to the initial recording of the lease receivable. The deferred inflow of resources is amortized on a straight-line basis over the term of each lease. I. Inventories The inventories of the proprietary funds are stated at cost using the first -in, first -out (FIFO) method. Enterprise fund inventory consists of merchandise held for resale at the city -owned Hi -Way Liquors store. J. Prepaid Items Payments to vendors for services that will benefit future accounting periods are recorded as prepaid items. Prepaid items are accounted for using the consumption method. Fund balance in an amount equal to the prepaid balance in the related funds is not available for appropriation, and is, therefore, classified as nonspendable. K. Notes Receivable Notes receivable consist of loans made by the city or EDA to area businesses for development or redevelopment purposes. The terms and interest rates of the individual loans vary. Notes receivable that are loaned to another entity are offset by deferred inflows of resources in the governmental funds. L. Land Held for Resale Land held for resale is recorded in the governmental Capital Project Fund and discretely presented Economic Development Authority Fund component unit at the lower of cost or acquisition value. Fund balances are reported as restricted or assigned in an amount equal to the land's carrying value as these assets are not available for appropriation. M. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (roads, bridges, sidewalks, and similar items) are reported in the applicable governmental or business -type activities columns in the government -wide financial statements and are not reported in the governmental funds financial statements. Such assets are capitalized at historical cost or estimated historical cost for assets where actual historical cost is not available. Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Donated capital assets are recorded at their estimated acquisition value at the date of donation. The city's capitalization policy divides each asset into a class with a related threshold and useful life as follows: Threshold Useful Life Class of Asset Level (Years) Land $1 N/A Land improvements $50,000 10 — 20 Building/building improvements $20,000 12 — 40 Primary infrastructure and utility $75,000 10 — 40 Secondary infrastructure $25,000 10 — 40 Equipment $10,000 5 — 20 Software and non -tangible $10,000 5 — 20 The cost of normal maintenance and repairs that does not add to the value of the asset or materially extend an asset's useful life is not capitalized. In the case of initial capitalization of general infrastructure assets, the city elected to fully capitalize the infrastructure capital assets regardless of their acquisition date or amount. Capital assets are depreciated using the straight-line method over their estimated useful lives shown in the previous table. Since surplus assets are generally sold for an immaterial amount when no longer needed for city purposes, no salvage value is taken into consideration for depreciation purposes. Capital assets not being depreciated include land and land improvements and construction in progress. M. Deferred Outflows of Resources In addition to assets, the Statement of Net Position and/or Balance Sheet will sometimes report a separate section for deferred outflows of resources. This separate financial statement element represents a consumption of net assets that applies to future periods and so will not be recognized as an outflow of resources (expense/expenditure) until that time. The city has two types of items, which arise under a full accrual basis of accounting, that qualify for reporting in this category. Accordingly, the items, deferred other post -employment benefits resources and deferred pension resources, are reported only in the Statement of Net Position. These items result from other post -employment benefits and pension -related actuarial calculations and current year contributions made subsequent to the measurement date. N. Long -Term Liabilities In the government -wide and proprietary fund financial statements, long-term debt and other long-term obligations are reported as liabilities. Bond premiums and discounts, if material, are deferred and amortized over the life of the bonds using the straight-line method. In the fund financial statements, governmental fund types recognize bond premiums and discounts during the period of issuance. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. The par amount of debt issued is reported as other financing sources. Issuance costs, whether withheld from the actual debt proceeds received or not, are reported as debt service expenditures. O. Compensated Absences Payable City employees earn vacation and sick leave or paid -time -off (PTO) based upon the number of completed years of service and employment status. All new full-time employees receive PTO, while one employee still receives vacation and sick leave benefits. Full-time employees who resign or leave city employment voluntarily and in good standing, after giving proper notice, shall be compensated for unused days under their respective plan upon termination of employment. PTO is credited at the beginning of each fiscal year for existing employees and prorated for the fiscal year for new and terminated employees. Vacation and sick leave are accrued by pay period. PTO benefit: Up to 320 hours accrued at year-end plus any current year hours earned to their date of severance multiplied by their hourly rate at the time of severance. 37 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Vacation benefit: Up to 1-'h times the employee's annual accrual multiplied by their hourly rate at the time of severance. Sick leave benefit: One-half of the unused sick leave up to 800 hours and all unused sick leave above 800 hours times their hourly rate at the time of severance. All compensated absences are accrued when incurred in the government -wide and proprietary fund financial statements. The liability for governmental funds is recorded in the Benefit Accrual (internal service) Fund. Resignations and retirements of employees reduce the liability in the Benefit Accrual Fund or the applicable enterprise fund. P. Pensions For purposes of measuring the net pension liability (asset), deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and Monticello Fire Relief (FRA) and additions to/deductions from each plan's fiduciary net position have been determined on the same basis as they are reported by each plan. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. The General Fund or applicable enterprise fund will be used to liquidate these liabilities. The following is a summary of the net pension liabilities, deferred outflows and inflows of resources, and pension expense reported for the PERA and FRA pension plans as of the year ended December 31, 2023: Deferred Deferred Net Pension Outflows of Inflows of Pension Pension Plan Liability Resources Resources Expense State-wide, mulit- em ployer - PERA $ 3,517,297 $ 928,517 $1,058,000 $ 634,942 Single -employer -FRA 180,758 571,649 180,621 164,446 $ 3,698,055 $1,500,166 $1,238,621 $ 799,388 Q. Other Post -Employment Benefits (OPEB) Liability The city provides post -employment insurance benefits to certain eligible employees through its OPEB Plan, a single -employer defined benefit plan administered by the city. R. Deferred Inflows of Resources In addition to liabilities, the Statement of Net Position and/or balance sheet will sometimes report a separate section for deferred inflows of resources. This separate financial statement element represents an acquisition of net assets that applies to future periods and so will not be recognized as an inflow of resources (revenue) until that time. The city has four types of items that qualify for reporting in this category. First, deferred other post - employment benefits and pension resources, which arise under a full -accrual basis of accounting, is reported only in the Statement of Net Position. These amounts are the result of actuarial calculations involving net differences between expected and actual economic experience, changes in actuarial assumptions, net differences between projected and actuarial earnings, and changes in proportion and are deferred and recognized as an inflow of resources in accordance with actuarial calculations. Second, deferred state aid and grants is reported. This amount is the result of an advance of state aid allocated to future periods. Third, unavailable revenue, which arises under the modified accrual basis of accounting, is reported in the governmental funds balance sheet. Governmental funds report unavailable revenue from three sources: property taxes, special assessments, and state aid and grants. These amounts are deferred and recognized as an inflow of resources in the period the amounts become available or are allocated to the city. Fourth, deferred lease resources are reported in both the fund financial statements 91. Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO and the statement of net position and result from present value calculations related to the lease receivable. S. Net Position In the government -wide and proprietary fund financial statements, net position represents the difference between assets and deferred outflows of resources, and liabilities and deferred inflows of resources. Net position is displayed in three components: • Net investment in capital assets — Consists of capital assets, net of accumulated depreciation, reduced by any outstanding debt attributable to acquire capital assets. • Restricted net position — Consists of net position restricted when there are limitations imposed on their use through external restrictions imposed by creditors, grantors, or laws or regulations of other governments. • Unrestricted net position — All other net position that does not meet the definition of "net investment in capital assets" or "restricted." T. Fund Balance Classifications In the fund financial statements, governmental funds report fund balance in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: • Nonspendable — Consists of amounts that are not in spendable form, such as prepaid items, inventory, and other long-term assets. • Restricted — Consists of amounts related to externally imposed constraints established by creditors, grantors, or contributors; or constraints imposed by state statutory provisions. • Committed — Consists of internally imposed constraints that are established by resolution by the city council, which is the city's highest level of decision -making authority. Those committed amounts cannot be used for any other purpose unless the city council modifies or rescinds the commitment by resolution. • Assigned — Consists of internally imposed constraints. These constraints consist of amounts intended to be used by the city for specific purposes but do not meet the criteria to be classified as restricted or committed. In governmental funds, assigned amounts represent intended uses established by the governing body itself or by an official to which the governing body delegates the authority. Pursuant to city council resolution, the council, city administrator, or finance director are authorized to establish assignments of fund balance. • Unassigned — The residual classification for the General Fund which also reflects negative residual amounts in other funds. When both restricted and unrestricted resources are available for use, it is the city's policy to first use restricted resources, then use unrestricted resources as they are needed. When committed, assigned, or unassigned resources are available for use, it is the city's policy to use resources in the following order: 1) committed, 2) assigned, and 3) unassigned. U. Budget Budgets for the General Fund and all special revenue funds are adopted on a basis consistent with accounting principles generally accepted in the United States of America. Reported budget amounts are as originally adopted or as amended by the city council -approved supplemental appropriations and budget transfers. No budget amendments were adopted during the year. Budget appropriations lapse at year-end. The legal level of budgetary control is at the department level in the General Fund and at the fund level in the major special revenue fund. V. Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets, liabilities, and deferred outflows/inflows and disclosure of contingent assets, liabilities, and deferred outflows/inflows at the date of the financial statements and the reported amounts of revenues and expenses/expenditures during the reporting period. Actual results could differ from those estimates. K Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO NOTE 2. CASH, CASH EQUIVALENTS, AND INVESTMENTS A. Components of Cash and Investments Cash and investments at year-end consist of the following: Total Primary Component Reporting Government Unit - EDA Entity Deposits $ 7,180,950 $ 4,222,766 $ 11,403,716 Investments 49, 282, 073 49, 282, 073 Cash on hand 8,345 8,345 Total cash and investments — Statement of Net Position $ 56,471,368 $ 4,222,766 $ 60,694,134 B. Deposits In accordance with applicable Minnesota Statutes, the city maintains deposits at depository banks authorized by the city council, including checking accounts and non-negotiable certificates of deposit. Custodial Credit Risk — In the case of deposits, this is the risk that in the event of a bank failure, the city's deposits may be lost and is considered the most significant risk associated with deposits. Minnesota Statutes require that all deposits be protected by federal deposit insurance, corporate surety bond, or collateral. The fair value of collateral pledged must equal 110% of the deposits not covered by federal deposit insurance or corporate surety bonds. Authorized collateral includes treasury bills, notes, and bonds; issues of U.S. government agencies; general obligations rated "A" or better; revenue obligations rated "AA" or better; irrevocable standard letters of credit issued by the Federal Home Loan Bank; and certificates of deposit. Minnesota Statutes require that securities pledged as collateral be held in safekeeping in a restricted account at the Federal Reserve Bank or in an account at a trust department of a commercial bank or other financial institution that is not owned or controlled by the financial institution furnishing the collateral. The city's investment policy does not provide further requirements regarding custodial credit risk. At year-end, the carrying amount of the city's deposits, including the EDA, was $11,403,716 while the balance on bank records was $8,989,586. All deposits were covered by federal depository insurance, surety bonds, or by collateral held by the city's agent in the city's name. The primary government and the EDA component unit deposits and investments are pooled. C. Investments Custodial Credit Risk — For investments, this is the risk that in the event of a failure of the counterparty to an investment transaction (typically a broker -dealer) the city would not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The city's investment policy does not provide additional requirements beyond state statutes, but the city typically limits its exposure by purchasing insured or registered investments, or by the control of who holds the securities. Credit Risk — This is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. Minnesota Statutes limit the city's investments to direct obligations or obligations guaranteed by the United States or its agencies; shares of investment companies registered under the Federal Investment Company Act of 1940 that receive the highest credit rating, are rated in one of the two highest rating categories by a statistical rating agency, and all of the investments have a final maturity of 13 months or less; general obligations rated "A" or better; revenue obligations rated "AX or better; general obligations of the Minnesota Housing Finance Agency rated "A" or better; bankers' acceptances of United States banks eligible for purchase by the Federal Reserve System; commercial paper issued by United States corporations or their Canadian subsidiaries, rated of the highest quality category by at least two nationally recognized rating agencies, and maturing in 270 days or less; Guaranteed Investment Contracts guaranteed by a United States commercial bank, domestic branch of a foreign bank, or a United States insurance company, and with a credit quality in one of the top two highest categories; repurchase or reverse purchase agreements and securities lending agreements with financial institutions qualified as a "depository" by the government entity, with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000; that are a primary reporting dealer in U.S. government 40 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO securities to the Federal Reserve Bank of New York; or certain Minnesota securities broker -dealers. The city's investment policy does not further address credit risk. Concentration Risk — This is the risk associated with investing a significant portion of the city's investment (5% or more) in the securities of a single issuer, excluding U.S. guaranteed investments (such as treasuries), investment pools, and mutual funds. The city's investment policy requires that no more than 5% of the overall portfolio may be invested in the securities of a single issuer, except for the securities of the U.S. government and in agencies or an external investment pool. Other than the federal government, no single issuer held more than 5% of the city's total investments as of December 31, 2023. Interest Rate Risk — This is the risk of potential variability in the fair value of fixed rate investments resulting from changes in interest rates (the longer the period for which an interest rate is fixed, the greater the risk). The city's investment policy does not further address the duration of investments. The Minnesota Municipal Money Market Fund (4M Fund) is a common-law trust organized in accordance with the Minnesota Joint Powers Act, which invests only in investment instruments allowable under Minnesota Statutes. It is an external investment pool regulated by Minnesota statutes and the Board of Directors of the League of Minnesota Cities. The 4M Fund is not registered with the Securities Exchange Commission (SEC), but it follows the same regulatory rules of the SEC. The fair value of the city's position in the pool is the same as the value of the pool shares. The 4M Fund does not have any restrictions on participant withdrawals. The city's investment in the 4M Fund is measured at the net asset value per share provided by the pool, which is based on an amortized cost method that approximates fair value. The city's cash management and investment policy complies with all statutory requirements. Credit Risk Interest Risk - Maturity Duration in Years Fair Value Measurements Less More Percent of Investment Type Rating Agency Using Than 1 1 to 5 5 to 10 Than 10 Total Holdings U.S. agency securities Federal Farm Credit Bank AA+ S&P Level 2 $ - $ 1,020,334 $ 664,415 $ $ 1,684,749 3.4% Federal Farm Credit Bank AAA Moody's Level 2 399,968 261,528 $ - $ 661,496 1.3% Federal Agriculture Mortgage Corporation N/R N/A Level 2 - - 638,538 638,538 1.3% Federal Home Loan Bank AA+ S&P Level 2 2,618,253 746,959 3,365,212 6.8% Federal Home Loan Bank AAA Moody's Level 2 237,778 - 310,338 548,116 1.1 % Federal Home Loan Mortgage Corporation AA+ S&P Level 282,677 - - - 282,677 0.6% Negotiable certificates of deposit N/R N/A Level 2 2,140,898 14,008,847 1,929,720 18,079,465 36.8% Local government securities AAA S&P Level 2 - 86,757 - 86,757 0.2% Local government securities AA+ S&P Level 2 139,320 313,292 399,267 851,879 1.7% Local government securities AA S&P Level 2 - 147,708 256,689 157,576 561,973 1.1 % Local government securities Aaa Moody's Level 2 - 405,056 396,756 - 801,812 1.6% Investment pools and mutual funds N/R N/A Amortized Cost 21,649,255 - - 21,649,255 43.8% Investment pools and mutual funds AAA S&P Amortized Cost 70,144 70,144 0.1% Total investments N/R — Not Rated N/A — Not Applicable D. Cash on hand $24,682,262 $19,099,553 $5,032,344 $ 467,914 $49,282,073 100.0% Cash on hand consists of cash in the possession of the city, including petty cash and change funds. 41 Notes to the Financial Statements — December 31, 2023 NOTE 3. LEASE RECEIVABLE The City had the following lease receivables as of December 31, 2023: Issue Description Date Antenna Lease Agreements CITY OF MONTICELLO Current Year Maturity Discount Inflow of Balance at Date Rate Resources Year End Great River Soccer Club - Building Space 08/24/21 05/31/26 1.80 % $ 14,124 $ 33,377 Verizon Wireless - Monopole Antenna 10/01/14 03/31/23 1.80 7,601 - Verizon Wireless - Monopole Antenna 04/01/23 03/31/68 2.83 19,350 1,364,526 Verizon Wireless - Water Tower Antenna 05/01/17 05/01/44 1.80 27,833 630,789 Total Lease Receivable $ 2,028,692 The City leases building space located at 101 Chelsea Road, Monticello, Minnesota, to the Great River Soccer club at the above terms. The lease of this former bowling alley is for the use of recreational areas for soccer practice. The City leases monopole and water tower space to Verizon Wireless to provide for the use of city property to operate and maintain communication equipment. The monopole agreement was amended in 2023 as shown above. 42 Notes to the Financial Statements — December 31, 2023 NOTE 4. CAPITAL ASSETS Capital asset activities for the year ended December 31, 2023 are as follows: January 1, Beginning Balance Additions Deletions Governmental activities Nondepreciable capital assets Land Construction in progress Total capital assets, not depreciated Depreciable capital assets Buildings and systems Machinery and equipment Total capital assets, depreciated Less accumulated depreciation for Buildings and systems Machinery and equipment Total accumulated depreciation Net capital assets, depreciated Total governmental activities Business -type activities Nondepreciable capital assets Land Construction in progress Total capital assets, not depreciated Depreciable capital assets Buildings and systems Machinery and equipment Total capital assets, depreciated Less accumulated depreciation for Buildings and systems Machinery and equipment Total accumulated depreciation Net capital assets, depreciated Total business -type activities CITY OF MONTICELLO Transfers and December 31, Completed Ending Construction Balance $ 16,903,464 $ 455,614 $ $ - $ 17,359,078 1,696,704 11,795,471 (1,043,657) 12,448,518 18,600,168 12,251,085 (1,043,657) 29,807,596 105,739,455 203,573 471,299 106,414,327 10,055,983 844,206 (398,468) - 10,501,721 115,795,438 1,047,779 (398,468) 471,299 116,916,048 (57,620,893) (3,426,335) - 186,669 (60,860,559) (4,806,894) (619,125) 379,471 - (5,046,548) (62,427,787) (4,045,460) 379,471 186,669 (65,907,107) 53,367,651 (2,997,681) (18,997) 657,968 51,008,941 $ 71,967,819 $ 9,253,404 $ (18,997) $ (385,689) $ 80,816,537 $ 804,010 $ 63,000 $ $ - $ 867,010 921,047 400,791 (123,065) 1,198,773 1,725,057 463,791 (123,065) 2,065,783 106,413,498 261,638 (63,697) 695,423 107,306,862 3,570,582 133,592 (52,466) - 3,651,708 109,984,080 395,230 (116,163) 695,423 110,958,570 (67,612,148) (2,427,546) 41,414 (186,669) (70,184,949) (2,151,991) (141,474) 52,464 - (2,241,001) (69,764,139) (2,569,020) 93,878 (186,669) (72,425,950) 40,219,941 (2,173,790) (22,285) 508,754 38,532,620 $ 41,944,998 $ (1,709,999) $ (22,285) $ 385,689 $ 40,598,403 43 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Depreciation for the year ended December 31, 2023 was charged to functions/programs as follows: Governmental activities General government $ 25,077 Public safety 292,463 Public works 2,586,702 Recreation and culture 682,479 Capital assets held by the City's internal service funds — charged to the various functions based on usage of assets 458,739 Total depreciation expense — governmental activities $ 4,045,460 Business -type activities Water $ 493,027 Sewer 1,196,048 Stormwater 446,768 Liquor 10,655 Fiber Optics 388,543 Deputy Registrar 33,979 Total depreciation expense — business -type activities $ 2,569,020 NOTE 5. COMMITMENTS The city has awarded contracts for various improvement projects. The city's commitments for uncompleted work on these contracts as of December 31, 2023 are as follows: Amount Contract Paid Remaining Fund Project Description Amount To -Date 12/31/2023 Capital Projects School Blvd Safe Routes to School $ 913,736 $ 838,276 $ 75,460 Pinewood Elementary Safe Routes to School (Elm Street) 1,164,439 1,095,838 68,601 Downtown Roadway& Pedestrian Improvement Project 10,790,214 6,281,768 4,508,446 Parks & Pathways BCOL Phase 2 1,097,250 1,037,753 59,497 Water SCADA Improvements 545,685 527,647 18,038 Sewer SCADA Improvements 545,685 527,647 18,038 Stormwater Stormwater Improvements 492,794 481,925 10,869 $ 15,549,804 $10,790,855 $ 4,758,949 In 2019, the city entered into an investment agreement with Novel Solar LLC (Novel) at various solar farms. The city pays Novel $0.119 per kilowatt-hour (kWh) generated. Novel then sells the produced solar energy to Xcel Energy, and, in return, the city receives an energy credit on its monthly electric bills from Xcel Energy. The energy credit varies based on market value of solar electricity. Payments on the contract began in 2020, but amounts vary each month based on kilowatt-hours produced. Additionally, the city entered into a solar investment contract with Nokomis Energy in 2022 which operates in a similar manner as the Novel agreements except the city pays $0.01/kWh less than the energy credit on the monthly electric bills from Xcel Energy. Payment on this contract began in 2023. NOTE 6. LONG-TERM LIABILITIES A. Description The city has the following types of long-term liabilities outstanding as of December 31, 2023: • General Obligation Bonds — The general obligation bond issues financed a settlement with telecommunication revenue bondholders, capital equipment purchases in the Central Equipment and Capital Projects funds, and construction of a new fire station. 44 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO • Special Assessment Bonds — These bonds are payable primarily from special assessments levied on the properties benefiting from the improvements funded by these issues. Any deficiencies in revenue to fund these issues will be provided from general property taxes. • Tax Abatement Bonds — The principal balances on these bonds are payable primarily from a special tax abatement levy, and interest is paid from general property taxes. • General Obligation Revenue Bonds — The outstanding general obligation revenue bond financed improvements to the city's sewer system. They will be repaid from revenues pledged and are backed by the taxing power of the city. Net operating revenues were $3,014,189 and principal and interest payments were $244,705 for a percentage of revenues of 8.1 %. • PFA General Obligation Revenue Note — This note was issued for improvements to the wastewater treatment plant and is payable primarily from user fees which benefit from the improvements. • Compensated Absences — The city provides vacation and sick or paid -time -off (PTO) leave benefits to eligible employees. The liability will be repaid by the Benefit Accrual fund or respective enterprise fund for which each employee is employed. • Total OPEB Liability — The city provides post -employment benefits to certain eligible employees through the city's OPEB Plan. The liability will be repaid based on a pay-as-you-go financing requirement from the General fund or applicable enterprise fund. • Net Pension Liability — City employees participate in one state-wide, multiple -employer, defined benefit pension plan administered by the Public Employees Retirement Association (PERA) per Minnesota state statute. The liability reflects the city's portion of the total net pension liability of the PERA plan based on a percentage of contributions into the plan. The liability will be repaid by the General fund or applicable enterprise fund. Long-term liabilities at year-end are summarized as follows: Governmental activities General obligation bonds 2014A General obligation bonds 2019A General obligation bonds CIP portion equipment portion Special assessments bonds 2015B General obligation bonds 2016A General obligation bonds 2017A General obligation bonds 2019A General obligation bonds 2020A General obligation bonds Tax abatement bonds 2017A General obligation bonds 2018A General obligation bonds 2019A General obligation bonds Compensated absences payable Total governmental activities Business -type activities General obligation revenue bonds 2013B Wastewater treatment bonds Public Facility Authority G.O. Sewer Revenue Note (2015A) Compensated absences payable Total business -type activities Final Original Interest Maturity Balance — Issue Rate % Issue Date Date End of Year $ 515,000 1.00 - 3.05 12/18/2014 12/15/2024 $ 60,000 5,350,000 2.00 - 2.30 09/18/2019 12/15/2034 4,095,000 1,290,000 2.00 09/18/2019 12/15/2028 750,000 2,605,000 1.50 - 3.00 11/01/2015 12/15/2030 1,330,000 4,900,000 2.00 - 3.00 11/15/2016 12/15/2030 1,745,000 2,040,000 2.00 - 2.50 10/24/2017 12/15/2027 870,000 320,000 2.00 09/18/2019 12/15/2028 185,000 2,155,000 0.45 - 2.00 09/09/2020 12/15/2030 1,550,000 2,960,000 2.00 - 3.00 10/24/2017 12/15/2032 1,900,000 5,000,000 3.00 - 3.38 10/23/2018 12/15/2032 3,460,000 1,040,000 2.00 - 2.20 09/18/2019 12/15/2032 750,000 334,687 $ 17,029,687 $ 3,000,000 2.00 - 3.35 % 12/01 /2013 12/01 /2028 $ 1,120, 000 2,214,632 1.06 08/26/2015 08/20/2035 1,378,000 105,622 $ 2,603,622 45 Notes to the Financial Statements - December 31, 2023 CITY OF MONTICELLO B. Changes in Long -Term Liabilities January 1, December 31, Due Within 2023 Additions Retirements 2023 One Year Governmental activities General obligation bonds $ 5,435,000 $ $ (530,000) $ 4,905,000 $ 540,000 Special assessment bonds 6,780,000 (1,100,000) 5,680,000 1,120,000 Tax abatement bonds 6,700,000 (590,000) 6,110,000 605,000 Compensated absences 306,299 289,718 (261,330) 334,687 301,220 Total governmental activities $ 19,221,299 $ 289,718 $ (2,481,330) $ 17,029,687 $ 2,566,220 Business -type activities General obligation revenue bonds $ 1,325,000 $ - $ (205,000) $ 1,120,000 $ 210,000 PFA revenue note 1,485,000 - (107,000) 1,378,000 108,000 Compensated absences 102,325 102,608 (99,311) 105,622 95,060 Total business -type activities $ 2,912,325 $ 102,608 $ (411,311) $ 2,603,622 $ 413,060 Component Unit activities Compensated absences $ 13,747 $ 7,525 $ (6,397) $ 14,875 $ 13,387 C. Minimum Debt Payments Minimum annual principal and interest payments to maturity for bonds payable are as follows: Governmental Activities Business -Type Activities Special Year Ending General Obligation Bonds Assessment Bonds Tax Abatement Bonds General Obligation Bonds PFA Revenue Note December 31, Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2024 $ 540,000 $102,148 $1,120,000 $120,893 $ 605,000 $171,473 $ 210,000 $ 34,375 $ 108,000 $14,648 2025 490,000 90,718 1,145,000 97,618 625,000 155,973 215,000 28,600 109,000 13,500 2026 500,000 80,918 1,165,000 77,150 640,000 139,973 225,000 22,150 111,000 12,341 2027 510,000 70,918 730,000 51,825 655,000 122,573 230,000 15,400 112,000 11,162 2028 520,000 60,718 520,000 33,650 680,000 104,748 240,000 8,040 113,000 9,971 2029-2033 1,935,000 174,328 1,000,000 31,300 2,905,000 223,218 - - 583,000 31,592 2034 - 2035 410,000 9,430 - - - - - 242,000 3,869 $4,905,000 $589,175 $5,680,000 $412,435 $6,110,000 $917,955 $1,120,000 $108,565 $1,378,000 $97,084 D. Legal Debt Margin Under Minnesota State Statutes, the general obligation bonded debt issued by the city is subject to a legal debt limitation based on 3 percent of market value. As of December 31, 2023, the city's legal debt margin was $73,665,280. The statutes provide that debt issues supported by tax increment, special assessment revenues or available dedicated reserves are excluded from the total limited debt. E. Conduit Debt From time to time, the city has issued bonds or notes to provide financial assistance to private sector entities for the acquisition and construction of housing or commercial facilities deemed to be in the public interest. The bonds or notes are secured by the property financed and are payable solely from payments received on the underlying mortgage loans or leases. Upon repayment of the bonds, ownership of the acquired facilities transfers to the private sector entity served by the bond issuance. The city is not obligated in any manner for repayment of the bonds or notes. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. No new conduit debt was issued in 2023. Entity Description Issue Date Original Issue Current Balance Ice Arena Project 2014 Revenue Refunding Note 9/4/2014 $ 1,111,000 $ 570,274 Swan River 2017A and 2017B Educational Facilities Revenue Notes 10/2/2017 2,225,000 1,697,256 $ 2,267,529 9 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO F. Pay -As -You -Go Tax Increment Notes The city, in order to spur economic development and redevelopment, has entered into private development and redevelopment agreements to encourage developers to construct, expand, or improve new or existing properties and buildings or clean-up and redevelop blighted areas. These agreements may in substance be a tax abatement but will depend on their individual circumstances. G. Abatements The city is authorized to create a tax increment financing plan under Minnesota Statute 469.175. The criteria that must be met under the statute are that, in the opinion of the municipality: • the proposed development or redevelopment would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future; and • the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the district permitted by the plan. The requirements of this item do not apply if the district is a housing district; • that the tax increment financing plan conforms to the general plan for the development or redevelopment of the municipality as a whole; and • that the tax increment financing plan will afford maximum opportunity, consistent with the sound needs of the municipality as a whole, for the development or redevelopment of the project by private enterprise. The city has a development agreement with a private developer for a property in a city tax increment district. As part of the agreement, the city has agreed to reimburse the developer for certain costs through a pay-as-you-go tax increment note. This note provides for the payment of principal equal to the developer's costs, plus interest at a rate of 5.5% (interest accrual commencing at date of original issue). Payments of the note will be made at the lesser of the scheduled note payment or the actual net tax increment received during the period specified in the agreement. The note, classified as an abatement, will be canceled at the end of the agreement term, whether it has been fully repaid or not. The city currently has one agreement that would be considered tax abatements under GASB Statement 77. The outstanding principal balance as of December 31, 2023 is listed in the following table. This note is not included in the city's long-term debt, because repayment is required only to the extent sufficient tax increments are received. The city's position is that this is an obligation to assign future and uncertain revenue sources and is not actual debt in substance. Amount of Outstanding Date of taxes abated principal balance required Name Purpose during the fiscal at year-end decertification 1-40 47-unit rental housing facility Briggs with affordability component $ 63,018 $ 785,000 12/31/2045 H. Arbitrage Rebate In accordance with the provisions of Section 148(f) of the Internal Revenue Code of 1986, as amended, bonds must satisfy certain arbitrage rebate requirements. Positive arbitrage is the excess of (1) the amount earned on investments purchased with bond proceeds over (2) the amount that such investments would have earned had such investments been invested at a rate equal to the yield on the bond issue. To comply with the arbitrage rebates requirements, positive arbitrage must be paid to the U.S. treasury at the end of each five-year anniversary date of the bond issue. As of December 31, 2023, there are no arbitrage rebates owed. 47 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Revenue Pledged Future revenue pledged for the payment of long-term debt is as follows: Description Use of proceeds Revenue pledged Type Percent of total debt service 2013B G.O. Wastewater Treatment Bonds PFA Note Sewer Fund Utilitycharges 45% Sewer Fund Utility charges 55% Term of pledge 2013-2028 2015-2035 Remaining principal & interest $ 1,228,565 $ 1,475,084 Current year Principal and interest paid $ 244,705 $ 122,786 Pledged revenue received $ 1,356,385 $ 1,657,804 NOTE 7. DEFINED BENEFIT PENSION PLANS — STATE-WIDE A. Plan Description The city participates in the General Employees Retirement Fund (GERF) cost -sharing multiple -employer defined benefit pension plan administered by the Public Employees Retirement Association of Minnesota (PERA). PERA's defined benefit pension plans are established and administered in accordance with Minnesota Statutes, Chapters 353 and 356. PERA's defined benefit pension plans are tax qualified plans under Section 401 (a) of the Internal Revenue Code. General Emplovees Retirement Fund (General Emplovees Plan) All full-time and certain part-time employees of the General Employees Plan members belong to the covered by Social Security. B. Benefits Provided city are covered by the General Employees Plan. Coordinated Plan. Coordinated Plan members are PERA provides retirement, disability, and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. General Emplovees Plan Benefits Benefits are based on a member's highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for PERA's Coordinated Plan members. Members hired prior to July 1, 1989, receive the higher of Method 1 or Method 2 formulas. Only Method 2 is used for members hired after June 30, 1989. Under Method 1, the accrual rate for Coordinated members is 1.2% of average salary for each of the first 10 years of service and 1.7% of average salary for each additional year. Under Method 2, the accrual rate for Coordinated members is 1.7% of average salary for all years of service. For members hired prior to July 1, 1989 a full annuity is available when age plus years of service equal 90 and normal retirement age is 65. For members hired on or after July 1, 1989, normal retirement age is the age for unreduced Social Security benefits capped at 66. Benefit increases are provided to benefit recipients each January. The postretirement increase is equal to 50% of the cost -of -living adjustment (COLA) announced by the Social Security Administration, with a minimum increase of at least 1.0% and a maximum of 1.5%. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. Recipients receiving the annuity or benefit for at least one month but less than a full year as of June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1, 2024, or later, the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. 48 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO C. Contributions Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state legislature. General Emplovees Fund Contributions Coordinated Plan members were required to contribute 6.50% of their annual covered salary in fiscal year 2023, and the city was required to contribute 7.50% for Coordinated Plan members. The city's contributions to the General Employees Fund for the year ended December 31, 2023, were $388,213. The city's contributions were equal to the required contributions as set by state statute. D. Pension Costs General Emplovees Fund Pension Costs As of December 31, 2023, the city reported a liability of $3,517,297 for its proportionate share of the General Employees Fund's net pension liability. The city's net pension liability reflected a reduction due to the State of Minnesota's contribution of $16 million. The State of Minnesota is considered a non - employer contributing entity and the state's contribution meets the definition of a special funding situation. The State of Minnesota's proportionate share of the net pension liability associated with the city totaled $97,059. The net pension liability was measured as of June 30, 2023, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The city's proportionate share of the net pension liability was based on the city's contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2022, through June 30, 2023, relative to the total employer contributions received from all PERA's participating employers. The city's proportionate share was 0.0629%, which was an increase of 0.0014% from its proportionate share at June 30, 2022. For the year ended December 31, 2023, the city recognized pension expense of $619,173 for its proportionate share of the General Employees Fund's pension expense, and the EDA recognized $15,333. In addition, the city recognized an additional $425 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota's contribution of $16 million to the General Employees Fund and $11 to the EDA's Employees Fund's. As of December 31, 2023, the city reported its proportionate share of the General Employees Plan's deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Primary Government Component Unit- EDA Deferred Outflows Deferred Inflows Deferred Outflows Deferred Inflows of Resources of Resources of Resources of Resources Differences between expected and actual economic experience $ 112,115 $ 21,803 $ 2,777 $ 540 Changes in actuarial assumptions 513,590 940,764 12,718 23,297 Net collective difference between projected and actual investment earnings - 69,866 - 1,730 Changes in proportion 90,563 - 2,243 - Contributions paid to PERAsubsequent to the measurement date 189,811 - 4,700 - Total $ 906,079 $ 1,032,433 $ 22,438 $ 25,567 $194,511 reported as deferred outflows of resources related to pensions resulting from the city and component unit's contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2024. 49 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Other amounts reported as deferred outflows and deferred inflows of resources related to pensions, excluding the contributions subsequent to the measurement date, will be recognized in pension expense as follows: Yearended December 31, 2024 2025 2026 2027 Primary Government E. Long -Term Expected Return on Investment 137,407 (449,466) 70,352 (74,458) (316,165) Component Unit- EDA 3,403 (11,130) 1,742 (1,844) (7,829) The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best -estimate ranges of expected future rates of return are developed for each major asset class. These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Long -Term Target Expected Real Asset Class Allocation Rate of Return Domestic stocks 33.5% 5.10% International stocks 16.5% 5.30% Bonds (fixed income) 25.0% 0.75% Alternative assets (private markets) 25.0% 5.90% Total 100.0% F. Actuarial Methods and Assumptions The total pension liability in the June 30, 2023, actuarial valuation was determined using an individual entry -age normal actuarial cost method. The long-term rate of return on pension plan investments used in the determination of the total liability is 7.0 percent. This assumption is based on a review of inflation and investments return assumptions from a number of national investment consulting firms. The review provided a range of return investment return rates deemed to be reasonable by the actuary. An investment return of 7.0 percent was deemed to be within that range of reasonableness for financial reporting purposes. Inflation is assumed to be 2.25 percent for the General Employees Plan. Benefit increases after retirement are assumed to be 1.25 percent for the General Employees Plan Salary growth assumptions in the General Employees Plan range in annual increments from 10.25 percent after one year of service to 3.0 percent after 27 years of service. Mortality rates for the General Employees Plan are based on the Pub-2010 General Employee Mortality Table. The tables are adjusted slightly to fit PERA's experience. Actuarial assumptions for the General Employees Plan are reviewed every four years. The most recent four-year experience study for the General Employees Plan was completed in 2022. The assumption changes were adopted by the Board and became effective with the July 1, 2023 actuarial valuation. The following changes in actuarial assumptions and plan provisions occurred in 2023: The investment return assumption and single discount rate were changed from 6.5 percent to 7.0 percent. Changes in Plan Provisions: 0 An additional one-time direct state aid contribution of $170.1 million will be contributed to the Plan on October 1, 2023. 50 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO o The vesting period of those hired after June 30, 2010, was changed from five years of allowable service to three years of allowable service. o The benefit increase delay for early retirements on or after January 1, 2024, was eliminated. o A one-time, non -compounding benefit increase of 2.5 percent minus the actual 2024 adjustment will be payable in a lump sum for calendar year 2024 by March 31, 2024. G. Discount Rate The discount rate used to measure the total pension liability in 2023 was 7.0%. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and employers will be made at the rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net position of the General Employees Fund was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. H. Pension Liability Sensitivity The following presents the city's proportionate share of the net pension liability calculated using the discount rate disclosed in the preceding paragraph, as well as what the city's proportionate share of the net pension liability would be if it were calculated using a discount rate 1 percentage point lower or 1 percentage point higher than the current discount rate: City Proportionate Share of NPL 1%Decrease Discount 1%Increase (6.0%) Rate (7.0%) (8.0%) General Employees Fund Primary Government $ 6,072,017 $ 3,432,301 $ 1,261,035 Component Unit -EDA 150,365 84,996 31,228 Total $ 6,222,382 $ 3,517,297 $ 1,292,263 Pension Plan Fiduciary Net Position Detailed information about the General Employees Fund pension plan's fiduciary net position is available in a separately issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained on the Internet at www.mnpera.org. NOTE 8. PUBLIC EMPLOYEES DEFINED CONTRIBUTION PENSION PLANS All council members of the city are covered by the Public Employees Defined Contribution Plan, a multiple -employer deferred compensation plan administered by PERA. However, only three of the five Council members choose to participate in the plan. The Defined Contribution Plan is a tax qualified plan under Section 401(a) of the Internal Revenue Code and all contributions by or on behalf of employees are tax deferred until time of withdrawal. Plan benefits depend solely on amounts contributed to the plan plus investment earnings, less administrative expenses. Minnesota Statutes, Chapter 353D.03, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5% of salary which is matched by the elected official's employer. Employer and employee contributions are combined and used to purchase shares in one or more of the seven accounts of the Minnesota Supplemental Investment Fund. For administering the plan, PERA receives 2% of employer contributions and twenty-five hundredths of 1 % (0.25%) of the assets in each member's account annually. Total contributions made by the city during fiscal year 2023 were: Contribution Amount % of Covered Payroll Required Employee Employer Employee Employer Rate $ 1,080 $ 1,080 5.00% 5.00% 5.00% 51 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO NOTE 9. DEFINED BENEFIT PENSION PLAN - MONTICELLO FIRE RELIEF ASSOCIATION A. Plan Description All members of the Monticello Fire Department (the Department) are covered by a defined benefit plan administered by the Monticello Fire Relief Association (the Association). As of December 31, 2023, the plan covered 30 active firefighters and 6 retirees and beneficiaries. The plan is a single -employer retirement plan that is established and administered in accordance with Minnesota statute, chapter 69. The Association maintains a separate Special fund to accumulate assets to fund the retirement benefits earned by the Department's membership. Funding for the Association is derived from voluntary contributions from the city and 2% fire aid from the State of Minnesota, as well as from investment income. B. Benefits Provided Upon approval by the Board of Trustees, lump sum retirement benefits are paid or deferred as follows: Each member who is at least 50 years of age, has retired from the fire department, has served at least 10 years of active service with such department before retirement and has been a member of the Association in good standing at least 10 years prior to such retirement, shall be entitled to a lump sum service pension in the amount of $5,100 for each year of service but not exceeding the maximum amount per year of service allowed by law for the minimum average amount of available financing per firefighter as prescribed by laws. A year of service may be prorated to twelve monthly slices if a full year of active service is not reached. If a member of the Association shall become permanently and totally disabled, the Association shall pay the sum of $5,100 for each year the member was an active member of the Association. If a member who received a disability pension subsequently recovers and returns to active duty, the disability pension is deducted from the service pension as approved by the Board of Trustees. According to the bylaws of the Association and pursuant to Minnesota Statutes, members who retire with less than 20 years of service and have reached the age of 50 years and have completed at least 10 years of active membership are entitled to a reduced service pension not to exceed the amount calculated by multiplying the member's service pension for the completed years of service times an applicable nonforfeitable percentage. During the time a member is on deferred vested pension (not yet reached age 50), they will earn interest on the deferred benefit amount at a rate determined by the Board of Trustees, up to 5%, compounded annually. A deferred vested member will not be eligible for disability benefits. C. Contributions Minnesota statutes, chapters 424 and 424A authorize pension benefits for volunteer fire relief associations. Contributions by the city are determined as follows: • Normal cost for next year (increase in pension benefit obligation) • Plus, estimated expenses for next year and 10% of any deficits • Less anticipated income next year and 10% of any surplus The plan is funded by fire state aid, investment earnings and, if necessary, employer contributions as specified in Minnesota statutes and voluntary city contributions (if applicable). The State of Minnesota contributed $164,446 in fire state aid to the plan on behalf of the city fire department for the year ended December 31, 2023, which was recorded as a deferred outflow of resources because the city records the FRA pension activity as of December 31, 2022. Required employer contributions are calculated annually based on statutory provisions. The city's statutorily required contributions to the plan for the year ended December 31, 2023 were $164,446. The city's contributions were equal to the required contributions as set by state statute. The city made no voluntary contributions to the plan. Furthermore, the members have no obligation to contribute to the plan. 52 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO D. Actuarial Assumptions The total pension liability as of December 31, 2023 was determined using the entry age cost method and the following assumptions: retirement eligibility at 100% service pension at age 50 and 20 years of service, early vested retirement at age 50 with 10 years of service vested at 60% and increased by 4% for each additional year of service up to 20 and eligibility for deferred service pension payable at age 50 and 20 years of service. Benefit increases 2.00% per year Cost of living increases 2.10% per year Investment rate of return 3.57% 20 year municipal bond yield 2.06% E. Pension Costs As of December 31, 2023, the city reported a net pension liability of $180,758 for the FRA plan. The total pension liability used to calculate the net pension liability in accordance with GASB 68 was determined by Robinson Associates LLC applying an actuarial formula to specific census data certified by the fire department as of December 31, 2022. For the year ended December 31, 2023, the Fire Department recognized a pension expense of $164,446. As of December 31, 2023, the city reported deferred outflows/inflows of resources as follows Deferred Deferred Outflows Inflows of Resources of Resources Differences between expected and actual economic experience $ Changes in actuarial assumptions Net difference between projected and actual investment earnings Contributions paid to FRAsubsequent to the measurement date 225,256 $ 174,874 43,205 5,747 138,742 164,446 - 571,649 $ 180,621 Amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Pension Yearended Expense December 31, Amount 2024 $ 10,459 2025 35,288 2026 52,445 2027 63,571 2028 5,755 Thereafter 59,064 $ 226,582 The 3.57% long-term expected rate of return on pension plan investments was determined using a building-block method in which best estimates for expected future real rates of return (expected returns, net of inflation) were developed for each asset class using the plan's target investment allocation along with long-term return expectations by asset class. Inflation expectations were applied to derive the nominal rate of return for the portfolio. 53 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table: Asset Class Cash Mutual funds F. Changes in the Net Pension Liability (Asset) Beginning balance 12/31/2022 Changes for the year Service cost Interest on total pension liability Differences between actual and expected experience in measurement ofTPL Contributions from employer Supplemental benefits reimbursed Net investment income Benefit payments Administrative expenses Ending balance 12/31/2023 G. Discount Rate Long-term Target Expected Real Allocation Rate of Return 1.1 % -1.09% 98.9% 2.47% 100.0% Total Plan Net Pension Pension Fiduciary Liability Liability(TPL) Net Position (Asset) (a) (b) (a-b) $ 1,459,556 $ 1,712,617 $ (253,061) 111,576 - 111,576 50,536 - 50,536 185,765 - 185,765 - 146,181 (146,181) 3,000 (3,000) (228,981) 228,981 (199,527) (199,527) - (6,141) 6,141 $ 1,607,907 $ 1,427,149 $ 180,758 The discount rate used to measure the total pension liability was 3.57%. The projection of cash flows used to determine the discount rate assumed that contributions to the FRA plan will be made as specified in statute. Based on that assumption and considering the funding ratio of the plan, the fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. H. Pension Asset Sensitivity The following presents the city's net pension liability (asset) for the FRA plan, calculated using the discount rate disclosed in the preceding paragraph, as well as what the city's net pension liability (asset) would be if it were calculated using a discount rate 1 percentage point lower or 1 percentage point higher than the current discount rate: 1 % Decrease 1 % Increase In Discount Discount In Discount Rate (2.57%) Rate (3.57%) Rate (4.57%) Net Pension Liability $ 275,285 $ 180,758 $ 103,391 I. Pension Plan Fiduciary Net Position The Association issues a publicly available financial report that includes financial statements and required supplementary information. A copy of the report may be obtained at Monticello City Hall. 54 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO NOTE 10. OTHER POST -EMPLOYMENT BENEFITS (OPEB) PLAN A. Plan Description The city provides post -employment insurance benefits to certain eligible employees through its OPEB Plan, a single -employer defined benefit plan administered by the city. All post -employment benefits are based on contractual agreements with employee groups. Eligibility for these benefits is based on years of service and/or minimum age requirements. These contractual agreements do not include any specific contribution or funding requirements. The Retiree Health Plan does not issue a publicly available financial report. No plan assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. B. Benefits Provided All retirees of the city upon retirement have the option under state law to continue their medical insurance coverage through the city. For members of certain employee groups, the city pays for all or part of the eligible retiree's premiums for medical and/or dental insurance from the time of retirement until the employee reaches the age of eligibility for Medicare. Benefits paid by the city differ by bargaining unit and date of hire, with some contracts specifying a certain dollar amount per month, and some covering premium costs as defined within each collective bargaining agreement. Retirees not eligible for these city -paid premium benefits must pay the full city premium rate for their coverage. The city is legally required to include any retirees for whom it provides health insurance coverage in the same insurance pool as its active employees until the retiree reaches Medicare eligibility, whether the premiums are paid by the city or the retiree. Consequently, participating retirees are considered to receive a secondary benefit known as an "implicit rate subsidy." This benefit relates to the assumption that the retiree is receiving a more favorable premium rate than they would otherwise be able to obtain if purchasing insurance on their own, due to being included in the same pool with the city's younger and statistically healthier active employees. C. Contributions The required contribution is based on projected pay-as-you-go financing requirements, with additional amounts to prefund benefits as determined periodically by the city. The city's current year required pay- as-you-go contributions to finance the benefits described in the previous section totaled $8,704. D. Membership Membership in the plan consisted of the following as of the latest actuarial valuation: Primary Component Government Unit - EDA Total Retirees and beneficiaries receiving benefits 1 - 1 Active plan members 37 1 38 Total members 38 1 39 E. Total OPEB Liability of the City The city's total OPEB liability of $135,572 as of year-end was measured as of January 1, 2023 and was determined by an actuarial valuation as of January 1, 2023. F. Actuarial Assumption The total OPEB liability was determined by an actuarial valuation as of January 1, 2022, using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Discount rate 20-year municipal bond yield Inflation rate Salary increases Medical trend rate 2.00% 2.00% 2.00% 3.00% 6.5% grading to 5.0% over 6 years, then to 4.0% over 48 years 55 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO The actuarial assumptions used in the latest valuation were based on those used to value pension liabilities for Minnesota city employees. The state pension plans base their assumptions on periodic experience studies. Economic assumptions are based on input from a variety of published sources of historical and projected future financial data. Each assumption was reviewed for reasonableness with the source information as well as for consistency with the other economic assumptions. Since the plan is not funded by an irrevocable trust, the discount rate is equal to the 20-year municipal bond yield rate of 2.00%, which was set by considering published rate information for 20-year high quality, tax-exempt, general obligation municipal bonds as of the measurement date. Mortality rates were based on the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with MP-2020 Generational Improvement Scale. Future retirees electing coverage is assumed to be 50% with 30% of those electing family coverage. G. Changes in the Total OPEB Liability Beginning balance Changes for the year Service cost Interest Changes in assumptions Differences between expected and actual expel Benefit payments — employer financed Ending balance Primary Component Total OPEB Government Unit - EDA Liability $ 165,867 $ 2,537 $ 168,404 9,032 185 9,217 3,397 69 3,466 (14,966) (305) (15,271) (21,109) (431) (21, 540) (8,530) (174) (8,704) (32,176) (656) (32,832) $ 133,691 $ 1,881 $ 135,572 Assumption changes since the prior measurement date include the following: • The health care trend rates were changed to better anticipate short term and long-term medical increases. • The mortality tables were updated from the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with MP-2020 Generational Improvement Scale to the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with MP- 2021 Generational Improvement Scale. • The inflation rate was changed from 2.00% to 2.50%. • The discount rate was changed from 2.00% to 4.00%. H. Total OPEB Liability Sensitivity to Discount and Health -Care Cost Trend Rate Changes The following presents the total OPEB liability of the city, as well as what the city's total OPEB liability would be if it were calculated using a discount rate that is 1 percentage point lower or 1 percentage point higher than the current discount rate: OPEB discount rate Primary Government Component Unit - EDA 1 % Decrease in Discount Rate 1.00% $140,361 4,341 Discount Sensitivity Discount Rate 2.00% $134,018 1,554 1% Increase in Discount Rate 3.00% $123,124 3,808 1419 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO The following presents the total OPEB liability of the city, as well as what the city's total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1 percentage point lower or 1 percentage point higher than the current healthcare cost trend rates: OPEB medical trend rate Primary Government Component Unit - EDA 1 % Decrease in Healthcare Trend Rate 5.25% decreasing to 4.00% over 5 years $119,155 3,685 Healthcare Trend Rate 6.25% decreasing to 5.00% over 5 years $134,018 1,554 1% Increase in Healthcare Trend Rate 7.25% decreasing to 6.00% over 5 years $145,952 4,514 I. OPEB Expense and Related Deferred Outflows of Resources and Deferred Inflows of Resources For the current year ended, the city recognized OPEB expense of ($16,966). As of year-end, the city reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Primary Go\,ernment Deferred Deferred Outflows Inflows of Resources of Resources Component Unit - EDA Deferred Deferred Outflows Inflows of Resources of Resources Liability gains $ 3,141 $ 71,044 $ 57 $ 470 Assumption changes 101 13,219 2 88 Benefit payments after the measurement date 7,490 - 134 - Total $ 10,732 $ 84,263 $ 193 $ 558 Amounts reported as deferred outflows and inflows of resources related to OPEB, excluding benefit payments after the measurement date, will be recognized in OPEB expense as follows: Year Ending Primary Component December 31, Government Unit - EDA 2024 $ (31,917) $ (195) 2025 (31,905) (197) 2026 (5,008) (31) 2027 (6,098) (38) 2028 (6,093) (38) $ (81,021) $ (499) 57 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO NOTE 11. FUND BALANCES As of December 31, 2023, a summary of the city's governmental fund balance classifications are as follows: Component Unit Debt Economic General Community Service Capital Nonmajor Development Fund Center Fund Projects Funds Total Authority Nonspendable Prepaid items $ 122,287 $ 29,800 $ - $ $ 455 $ 152,542 $ 5,033 Restricted Debt service - - 727,936 - 727,936 - Economicdevelopment - 939,252 939,252 1,308,127 Cemetery maintenance 147,756 147,756 - Park improvements - 158,146 158,146 Public Safety 639,732 - 639,732 - Tax increment - - - - 973,477 Total restricted 639,732 727,936 1,245,154 2,612,822 2,281,604 Assigned Capital improvements - - 9,642,528 2,475,317 12,117,845 - Economic development - - - 4,866,003 Communitycenter operations 514,103 - - 514,103 - Total assigned 514,103 9,642,528 2,475,317 12,631,948 4,866,003 Unassigned 7,416,654 - - - 7,416,654 - Total $ 8,178,673 $ 543,903 $ 727,936 $ 9,642,528 $ 3,720,926 $22,813,966 $ 7,152,640 NOTE 12. INTERFUND TRANSFERS Interfund transfers for the year ended December The following schedule reflects each fund transfer: 31, 2023 are as follows: Transfers In Transfers Out Amount Transfers In Transfers Out Capital Projects General Fund 750,000 (1) Governmental funds Capital Projects Liquor 1,000,000 (2) General $ - $ 750,000 Capital Projects Deputy Registrar 1,750,000 (2) Capital Projects 3,500,000 - Street Lighting Nonmajor governmental 1,250,000 - Improvements Liquor 250,000 (2) Total governmental funds 4,750,000 750,000 Park & Pathway Liquor 1,000,000 (3) Enterprise funds Total $4,750,000 Liquor - 2,250,000 (1) Transfer to allocate available fund reserves to future Deputy Registrar 1,750,000 capital project costs. Total enterprise funds 4,000,000 (2) Transfer to provide funding to Downtown Roadway & $4,750,000 $ 4,750,000 Pedestrian Project. (3) Transfer to provide funding for Bertram Chain of Lakes Phase II Project. NOTE 13. RISK MANAGEMENT AND LITIGATION The city is exposed to various risks of losses related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. For the past several years, the city has obtained insurance coverage from various trusts administered by the League of Minnesota Cities Insurance Trust (LMCIT). Additionally, the city has effectively managed risk through various employee education and prevention programs. All risk management activities are accounted for in the appropriate fund. Expenditures and claims are recognized when it is probable that a loss has occurred, the amount of the loss can be reasonably estimated, and the loss amount exceeds insurance coverage. In determining claims, events that might create claims, but for which none have been reported, are considered. The city attorney estimates that the amount of actual or potential claims against the city as of December 31, 2023 will not materially affect the financial condition of the city. 58 Notes to the Financial Statements — December 31, 2023 CITY OF MONTICELLO Workers compensation coverage is procured through Bitco Insurance, a private insurance company. The city has never had to contribute any additional funds beyond the annual standard premium and deductibles, which is $1,000 per occurrence. The city's annual premium reflects a base rate based on number of employees, total employee compensation, and history of workplace injuries. The city provides health benefit coverage to all full-time employees and certain part-time employees who meet personnel policy set criteria. The city pays a portion of the premium, which is set annually by council action, and is not obligated to make any other payments. The city also purchases property, vehicle, liability, and various other insurance coverages from the LMCIT. The standard deductible for most claims is $1,000. State statute sets tort limits for most liability claims at $500,000 per individual and $1,500,000 for all claimants for one incident. Annually, the council can waive the tort limits, but has chosen not to without exception. The city periodically receives a dividend from LMCIT and has never had to contribute additional funds beyond premiums and deductibles. There were no significant reductions in insurance coverage from the previous year and there were no settlements in excess of insurance coverage in each of the past three years. NOTE 14. CLAIMS AND JUDGMENTS The city participates in several federal and state programs that are fully or partially funded by grants received from other governmental units. Expenditures financed by grants are subject to audit by the appropriate grantor government. If expenditures are disallowed due to noncompliance with grant program regulations, the city may be required to reimburse the grantor government. As of December 31, 2023, certain amounts of grant expenditures have not been audited by the granting agency, but the city believes that disallowed expenditures discovered in subsequent audits, if any, will not have a material effect on any of the individual funds or the overall financial position of the city. NOTE 15. CONCENTRATION OF REVENUES Cargill Kitchen Solutions is the largest customer of water and sewer services. The company's water purchases account for $110,002, or 5.2%, of Water Fund operating revenue; and the company's sewer charges account for $475,204, or 15.8%, of Sewer Fund operating revenue. Additionally, Northern States Power Company's (Xcel Energy) net tax capacity for property taxes payable in 2023 is $13,154,350, or 34.5 percent, of the total net capacity of $38,169,079. Accordingly, Xcel Energy's share of the $12.05 million city property tax levy is $4.16 million. The tax capacity on January 1, 2023, is based on market values certified to the state on January 1, 2022. NOTE 16: CHANGE IN ACCOUNTING STANDARD For fiscal year 2023, the city changed the measurement period associated with reporting for the Fire Relief Association's pension activities. Per GASB Statement No. 68, the city may choose to report using current year information or a measurement date up to one year prior to the date of the city's financial statements. The city originally chose to report using current year information. Beginning in 2023, the city will use the pension activity from one year prior to the financial statement date for purposes of FRA pension reporting. ACIUf- Montiiceflo wow 59 CIOF lZMontikelo 44m am (This page left blank intentionally) REQUIRED SUPPLEMENTARY INFORMATION r -MM , CITY OF MONTICELLO Required Supplementary Information Schedule of Employer's Share and Non -Employer Proportionate Share of Net Pension Liability(') Public Employees Retirement Association - General Employees Retirement Fund Employer's Proportionate Employer's Employer's Share of the Proportionate Plan Employer's Proportionate State of Total Share of the Fiduciary Net Proportion Share Minnesota's Employer's Net Pension Position as a (Percentage) (Amount) of Proportionate Proportionate Liability as a Percentage of PERA Fiscal of the Net the Net Share of the Share of the (2) Percentage of the Total Year Ending Pension Pension Net Pension Net Pension Covered Covered Pension June 30, Liability Liability Liability Liability Payroll Payroll Liability 2015 0.0578% $2,995,496 $0 $2,995,496 $3,395,756 88.21 % 78.2% 2016 0.0588% 4,774,268 62,387 4,836,655 3,651,024 130.77% 68.9% 2017 0.0549% 3,504,780 44,041 3,548,821 3,534,506 99.16% 75.9% 2018 0.0550% 3,051,175 100,077 3,151,252 3,697,145 82.53% 79.5% 2019 0.0565% 3,123,758 96,996 3,220,754 3,997,826 78.14% 80.2% 2020 0.0568% 3,405,420 104,919 3,510,339 4,048,023 84.13% 79.1% 2021 0.0580% 2,476,859 75,675 2,552,534 4,176,545 59.30% 87.0% 2022 0.0615% 4,870,820 142,791 5,013,611 4,608,333 105.70% 76.7% 2023 0.0629% 3,517,297 97,059 3,614,356 5,005,265 70.27% 83.1% Schedule of Employer's Pension Contributions(1) Public Employees Retirement Association - General Employees Retirement Fund Statutorily Contributions in Relation to the Contribution (2) Fiscal Year Required Statutorily Required Deficiency Covered Contributions as a Percentage Ending Contributions Contributions (Excess) Payroll of Covered Payroll December 31, (a) (b) (a-b) (c) (b/c) 2015 $ 266,042 $266,042 $ $ 3,547,217 7.5% 2016 267,516 267,516 3,566,884 7.5% 2017 269,721 269,721 3,596,280 7.5% 2018 287,700 287,700 3,835,998 7.5% 2019 308,216 308,216 4,109,547 7.5% 2020 304,809 304,809 4,064,114 7.5% 2021 321,643 321,643 4,288,573 7.5% 2022 363,693 363,693 4,849,241 7.5% 2023 388,213 388,213 5,176,171 7.5% (1) The city implemented GASB Statement No. 68 in fiscal 2015 (using a June 30, 2015 measurement date). This schedule is intended to present 10-year trend information. Additional years will be added as they become available. (2) For purposes of this schedule, covered payroll is defined as "pensionable wages." M. Required Supplementary Information Schedule of Changes in the Fire Relief Association's Net Pension Liability (Asset) and Related Ratios(') Total pension liability Service cost Interest Changes in benefit terms Experience gain/(loss) Effect of changes in assumptions Benefit payments, including refund of member contributions Net change in total pension liability Total pension liability - beginning Total pension liability - ending (A, Plan fiduciary net position Contributions - State Supplemental benefits reimbursements Net investment income Benefit payments, including refund of member contributions Administrative expenses Net change in plan fiduciary net position Plan fiduciary net position - beginning Plan fiduciary net position - ending (B; Net pension liability (asset) - ending (A)-(B) Plan fiduciary net position as a percentage of the total pension liability Covered employee payroll (2) Net pension liability as a percentage of covered employee payroll (2) CITY OF MONTICELLO 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ 77,343 $ 79,730 $ 66,097 $ 71,325 $ 69,774 $ 69,921 $ 111,407 $ 111,576 $ - 41,888 44,224 49,857 49,897 50,829 43,168 40,329 50,536 - 90,761 67,016 74,540 - - 207,898 - (53,156) (30,666) 94,235 (148,892) (20,335) (18,598) 185,765 - (10,673) - 8,770 44,564 - (128,101) (1,168) (164,699) (121,900) (321,833) - (199,527) (8,870) 160,391 (23,068) 168,097 (341,352) 92,754 385,600 148,350 - 1,026,005 1,017,135 1,177,526 1,154,458 1,322,555 981,203 1,073,957 1,459,557 1,607,907 $ 1,017,135 $ 1,177,526 $ 1,154,458 $ 1,322,555 $ 981,203 $ 1,073,957 $ 1,459,557 $ 1,607,907 $ 1,607,907 $ 120,027 $ 123,656 $ 125,764 $ 130,874 $ 122,639 $ 128,638 $ 134,691 $ 146,181 $ - 2,000 - 2,000 1,000 5,068 - - 3,000 - (17,673) 55,902 126,579 (54,150) 172,359 139,820 110,486 (228,981) - (128,101) (1,168) (164,699) (121,900) (321,833) - - (199,527) - (3,532) (4,144) 1,331) {4,929) (5,204) (5,453) (5,508) 16,141) - ( ,279) 174,246 8 ,313 ( 9,105) (26,971) 26 ,005 23i,669 (285,468) - 1,053,739 1,026,460 1,200,706 1,286,019 1,236,914 1,209,943 1,472,948 1,712,617 1,427,149 $ 1,026,460 $ 1,200,706 $ 1,286,019 $ 1,236,914 $ 1,209,943 $ 1,472,948 $ 1,712,617 $ 1,427,149 $ 1,427,149 (9,325) (23,180) (131,561) 85,641 (228,740) (398,991) (253,060) 180,758 180,758 100.9% 102.0% 111.4% 93.5% 123.3% 137.2% 117.3% 88.8% 88.8% N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Schedule of Employer's Pension Contributions - Monticello Fire Department Relief Associatior(') City Fiscal Statutorily Required Contribution Deficiency Year Ending Contributions Actual Contributions Paid (Excess) Non -Employer Contribution - December 31, (a) (b) (a-b) State 2 % Fire Aid 2015 $ - $ - $ - $ 120,027 2016 - - - 123,656 2017 125,764 2018 - - - 130,874 2019 - - - 122,639 2020 - - - 128,638 2021 - - - 134,691 2022 - - - 146,181 2023 - - - 164,446 (1) The city implemented GASB Statement No. 68 in fiscal 2015 using a December 31, 2015 measurement date. The city changed from current year reporting to one-year look back reporting in 2023.This schedule is intended to present 10-year trend information. Additional years will be added as they become available. (2) The Association is comprised of volunteers, therefore, there are no payroll expenditures (i.e., there are no covered employee payroll percentage calculations). Required Supplementary Information Schedule of Changes in the City's Total OPEB Liability and Related Ratios(1) Total OPEB liability Service cost Interest Changes in assumptions Differences between expected and actual experience Benefit payments Net change in total OPEB liability Total OPEB liability - beginning Total OPEB liability - ending Covered employee payroll Total OPEB liability as a percentage of covered employee payroll CITY OF MONTICELLO 2018 2019 2020 2021 2022 2023 $ 24,158 $ 10,152 $ 10,457 $ 11,264 $ 11,602 $ 9,217 9,998 10,347 5,210 5,726 3,378 3,466 - (2,047) - 208 - (15,271) - (187,489) - 6,399 (21,540) (5,938) 13,277) {2,040) 3,765) (7,684) 8,704) 28,218 482,314) 13,627 9,832 7,296 �2,832) 281,745 309,963 127,649 141,276 161,108 168,404 $ 309,963 $ 127,649 $ 141,276 $ 161,108 $ 168,404 $ 135,572 $ 3,130,628 $ 2,462,725 $ 2,536,607 $ 2,763,483 $ 2,846,387 $ 3,484,325 10% 5% 6% 6% 6% 4% (1) The city implemented GASB Statement No. 75 in fiscal 2018 using a January 1, 2018 measurement date. This schedule is intended to present 10-year trend information. Additional years will be added as they become available. (2) No plan assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. MW CITY OF MONTICELLO Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual - General Fund For the Year Ended December 31, 2023 Original and Final Variance with Budget Actual Final Budget Revenues Property taxes $ 8,084,500 $ 8,056,454 $ (28,046) Franchise taxes 292,000 243,482 (48,518) Special assessments 100 156 56 Licenses and permits 484,000 930,901 446,901 Intergovernmental 513,895 1,224,989 711,094 Charges for services 1,291,510 1,486,973 195,463 Fines and forfeitures 51,600 52,413 813 Investment earnings 32,095 434,085 401,990 Other revenues 730,300 784,190 53,890 Total revenues 11,480,000 13,213,643 1,733,643 Expenditures: Current General government Mayor and council 59,462 46,094 (13,368) City administration 1,045,775 962,203 (83,572) City clerk 214,549 217,318 2,769 Finance 664,739 663,348 (1,391) Legal 27,500 36,802 9,302 Human resources 165,336 162,457 (2,879) Planning and zoning 354,158 532,437 178,279 City hall 82,182 75,872 (6,310) Public safety Law enforcement 1,869,245 1,872,417 3,172 Fire and rescue 483,309 508,194 24,885 Fire relief 140,000 164,446 24,446 Building inspections 680,289 618,254 (62,035) Emergency Management 22,032 6,952 (15,080) Animal control 63,992 74,648 10,656 National Guard 19,500 19,068 (432) Public works Public works administration 166,456 150,092 (16,364) Public works inspections 340,801 320,369 (20,432) Streets and alleys 1,250,020 1,308,793 58,773 Ice and snow removal 453,741 294,882 (158,859) Shop and garage 320,948 283,711 (37,237) Street lighting 292,000 243,482 (48,518) Sanitation Refuse and recycling collection 843,897 817,199 (26,698) Recreation and culture Senior center 101,863 102,773 910 Park operations 1,428,756 1,500,932 72,176 Park ballfields 26,200 22,667 (3,533) Shade tree 145,707 127,872 (17,835) Public arts 173,528 154,267 (19,261) Library 38,015 41,867 3,852 Total expenditures 11,474,000 11,329,416 (144,584) Excess of revenues over expenditures 6,000 1,884,227 1,878,227 Other financing sources (uses) Sale of capital assets - 1,650 1,650 Transfers out (6,000) (750,000) (744,000) Total other financing sources (uses) (6,000) (748,350) (742,350) Net change in fund balance - 1,135,877 1,135,877 Fund balance at beginning of year 7,042,796 7,042,796 - Fund balance at end of year $ 7,042,796 $ 8,178,673 $ 1,135,877 64 CITY OF MONTICELLO Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual - Community Center Fund For the Year Ended December 31, 2023 Original and Final Variance with Budget Actual Final Budget Revenues Property taxes $ 515,000 $ 515,000 $ - Intergovernmental 400,000 415,396 15,396 Charges for services 1,186,600 1,255,214 68,614 Investment earnings 1,200 17,868 16,668 Other revenues 19,200 34,339 15,139 Total revenues 2,122,000 2,237,817 115,817 Expenditures Current Recreation and culture Operations 520,357 543,301 22,944 Rentals 19,179 4,153 (15,026) Aquatics 260,830 323,492 62,662 Concessions & guest services 228,007 268,385 40,378 Maintenance 736,430 747,345 10,915 Programming 230,197 228,814 (1,383) Capital outlay Rentals - 16,707 16,707 Aquatics 80,000 - (80,000) Maintenance - 11,136 11,136 Programming 47,000 - (47,000) Total expenditures 2,122,000 2,143,333 21,333 Net change in fund balance - 94,484 94,484 Fund balance at beginning of year 449,419 449,419 - Fund balance at end of year $ 449,419 $ 543,903 $ 94,484 W. Notes to the Required Supplementary Information CITY OF MONTICELLO NOTE 1. SCHEDULE OF EMPLOYER'S SHARE AND NON -EMPLOYER PROPORTIONATE SHARE OF NET PENSION LIABILITY — PUBLIC EMPLOYEES RETIREMENT ASSOCIATION The following changes were reflected in the valuation performed on behalf of the Public Employees Retirement Association for the year ended June 30: 2023 Changes in Actuarial Assumptions • The investment return assumption and single discount rate were changed from 6.5% to 7%. Changes in Plan Provisions • An additional one-time direct state aid contribution of $170.1 million will be contributed to the Plan on October 1, 2023. • The vesting period of those hired after June 30, 2020, was changed from five years of allowable service to three years of allowable service. • The benefit increase delay for early retirements on or after January 1, 2024, was eliminated. • A one-time, non -compounding benefit increase of 2.5% minus the actual 2024 adjustment will be payable in a lump sum for calendar year 2024 by March 31,2024. 2022 Changes in Actuarial Assumptions • The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. Changes in Plan Provisions • There were no changes in plan provisions since the previous valuation. 2021 Changes in Actuarial Assumptions • The investment return and single discount rates were changed from 7.50 percent to 6.50 percent, for financial reporting purposes. • The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. Changes in Plan Provisions • There were no changes in plan provisions since the previous valuation. 2020 Changes in Actuarial Assumptions • The price inflation assumption was decreased from 2.50% to 2.25%. • The payroll growth assumption was decreased from 3.25% to 3.00%. • Assumed salary increase rates were changed as recommended in the June 30, 2019 experience study. The net effect is assumed rates that average 0.25% less than previous rates. • Assumed rates of retirement were changed as recommended in the June 30, 2019 experience study. The changes result in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. • Assumed rates of termination were changed as recommended in the June 30, 2019 experience study. The new rates are based on service and are generally lower than the previous rates for years 2-5 and slightly higher thereafter. • Assumed rates of disability were changed as recommended in the June 30, 2019 experience study. The change results in fewer predicted disability retirements for males and females. • The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub-2010 General Mortality table, with adjustments. The base mortality table for disabled annuitants was changed from the RP-2014 disabled annuitant mortality table to the PUB-2010 General/Teacher disabled annuitant mortality table, with adjustments. • The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019. 109 Notes to the Required Supplementary Information CITY OF MONTICELLO • The assumed spouse age difference was changed from two years older for females to one year older. • The assumed number of married male new retirees electing the 100% Joint & Survivor option changed from 35% to 45%. The assumed number of married female new retirees electing the 100% Joint & Survivor option changed from 15% to 30%. The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. Changes in Plan Provisions • Augmentation for current privatized members was reduced to 2.0% for the period July 1, 2020 through December 31, 2023 and 0.0% after. Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2017 to MP-2018. Changes in Plan Provisions • The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The State's special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 Changes in Actuarial Assumption • The morality projection scale was changed from MP-2015 to MP-2017. • The assumed benefit increase was changed from 1.00% per year through 2044 and 2.50% per year thereafter to 1.25% per year. Changes in Plan Provisions • The augmentation adjustment in early retirement factors is eliminated over a five-year period starting July 1, 2019, resulting in actuarial equivalence after June 30, 2024. Interest credited on member contributions decreased from 4.00% to 3.00%, beginning July 1, 2018. • Deferred augmentation was changed to 0.00%, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. • Contribution stabilizer provisions were repealed. Postretirement benefit increases were changed from 1.00% per year with a provision to increase to 2.50% upon attainment of 90.00% funding ratio to 50.00% of the Social Security Cost of Living Adjustment, not less than 1.00% and not more than 1.50%, beginning January 1, 2019. • For retirements on or after January 1, 2024, the first benefit increase is delayed until the retiree reaches normal retirement age; does not apply to Rule of 90 retirees, disability benefit recipients, or survivors. • Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 Changes in Actuarial Assumption • The Combined Service Annuity (CSA) loads were changed from 0.8% for active members and 60% for vested and non -vested deferred members. The revised CSA loads are now 0.00% for active member liability, 15.00% for vested deferred member liability, and 3.00% for nonvested deferred member liability. The assumed post -retirement benefit increase rate was changed from 1.00% per year for all years to 1.00% per year through 2044, and 2.50% per year thereafter. M. Notes to the Required Supplementary Information CITY OF MONTICELLO Changes in Plan Provisions • The State's contribution for the Minneapolis Employees Retirement Fund equals $16,000,000 in 2017 and 2018, and $6,000,000 thereafter. • The Employer Supplemental Contribution for the Minneapolis Employees Retirement Fund changed from $21,000,000 to $31,000,000 in calendar years 2019 to 2031. The state's contribution changed from $16,000,000 to $6,000,000 in calendar years 2019 to 2031. 2016 Changes in Actuarial Assumptions • The assumed postretirement benefit increase rate was changed from 1.00% per year through 2035 and 2.50% per year thereafter to 1.00% per year for all years. • The assumed investment return was changed from 7.90% to 7.50%. The single discount rate changed from 7.90% to 7.50%. Other assumptions were changed pursuant to the experience study June 30, 2015. The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. Changes in Actuarial Plan Provisions • There have been no changes since the prior valuation. 2015 Changes in Actuarial Assumptions • The assumed postretirement benefit increase rate was changed from 1.00% per year through 2030 and 2.50% per year thereafter to 1.00% per year through 2035 and 2.50% per year thereafter. Changes in Plan Provisions • On January 1, 2015, the Minneapolis Employees Retirement Fund was merged into the General Employees Fund, which increased the total pension liability by $1.1 billion and increase the fiduciary plan net position by $892 million. Upon consolidation, state and employer contributions were revised; the State's contribution of $6.0 million, which meets the special funding situation definition, was due September 2015. NOTE 2. SCHEDULE OF CHANGES IN THE FIRE RELIEF ASSOCIATION'S NET PENSION LIABILITY (ASSET) AND RELATED RATIOS Changes in Actuarial Assumptions and Benefit Terms • 2023 — The city changed from using the current year FRA pension information to using the results from the FRA on a one-year lookback basis. • 2021 — The discount rate was decreased from 4.25% to 3.57%, which is primarily due to a lower weighted average rate of return on the FRA's asset classes of investment. The benefit level was increased from $4,200 to $5,100 per year of service. • 2019 — The discount rate was decreased from 4.42% to 4.25%, which is primarily due to a lower weighted average rate of return on the FRA's asset classes of investments. • 2018 — The benefit level was increased from $3,900 to $4,200 per year of service. • 2017 — The annual turnover rate was changed from 10% to 1 %. The discount rate was increased from 4.19% to 4.42%, which is primarily due to a reduction in the portfolio's average expense load. The benefit level was increased from $3,600 to $3,900 per year of service. • 2016 — The benefit level was increased from $3,300 to $3,600 per year of service. Notes to the Required Supplementary Information CITY OF MONTICELLO NOTE 3. SCHEDULE OF CHANGES IN THE CITY'S TOTAL OPEB LIABILITY AND RELATED RATIOS Changes in Actuarial Assumptions 2023 — The health care trend rates were changed to better anticipate short term and long-term medical increases. The mortality tables were updated from the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with <P-2020 Generational Improvement Scale to the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with MP-2021 Generational Improvement Scale. The inflation rate was changed from 2% to 2.5%. The discount rate was changed from 2% to 4%. These changes decreased the liability $15,271. 2021 — The healthcare trend rates were changed to better anticipate short term and long-term medical increases. The mortality tables were updated from the RP-2014 White Collar Mortality Tables with the MP-2018 Generational Improvement Scale to the Pub-2010 Public Retirement Plans General Headcount -Weighted Mortality Tables with MP-2020 Generational Improvement Scale. The salary increase rates were changed from a flat 3% per year for all employees to rates which vary by service. The retirement and withdrawal rates were updated. The inflation rate changed from 2.50% to 2.00%. The discount rate was changed from 3.80% to 2.00%. 2020 — The healthcare trend rate was changed to better anticipate short-term and long-term medical increases. 2019 — The discount rate was increased from 3.3% to 3.8%. The health care trend rates were changed to better anticipate short term and long-term medical increases. The mortality tables were updated from the RP-2014 White Collar Mortality Tables with MP-2016 Generational Improvement Scale to the RP-2014 White Collar Mortality Tables with MP-2018 Generational Improvement Scale. The percentage of retirees electing single or family coverage was updated to reflect that the city sponsored plan has separated single and family premium rates, rather than a composite rate. The assumption was changed that 50% of eligible retirees will elect to continue coverage and 30% of retirees with coverage will elect family coverage. 2018 — The discount rate was decreased from 3.5% to 3.3%. NOTE 4. BUDGETARY INFORMATION A. Budgetary basis of accounting The city follows these procedures in establishing the budgetary data reflected in the basic financial statements: A. Prior to September 1, the city administrator submits to the city council a proposed operating budget for the fiscal year commencing the following January 1. The operating budget includes proposed expenditures and the means of financing them. The city council provides input and adjustments. Based on the proposed budget, the city council certifies the proposed property tax levy to the county auditor according to Minnesota Statutes before September 30. B. Public hearings are conducted at the city council's chambers in the Monticello Community Center. C. On or before December 28, the final budget is legally enacted by city council resolution and the final property tax levy is certified to the county auditor. D. Management is authorized to transfer budgeted amounts between departments within a fund; however, any revisions that alter the total expenditures of any fund must be approved by the city council. E. The city has legally adopted budgets for the General Fund and all special revenue funds. Expenditures may not legally exceed budgeted appropriations at the total fund level. Monitoring of budgets is maintained at the department level. All amounts over budget have been approved by the city council through the disbursement process. The city is not legally required to adopt an annual budget for the nonmajor special revenue funds, the Debt Service Fund, and capital projects funds. Project -length financial plans are adopted for the Debt Service and Capital Projects funds. F. Budgets are adopted on a basis consistent with accounting principles generally accepted in the Notes to the Required Supplementary Information CITY OF MONTICELLO United States of America. Budgeted amounts are as originally adopted or amended by the city council. All annual appropriations lapse at year-end. B. Excess of expenditures over appropriations For the year ended December 31, 2023, expenditures exceeded appropriations in the Community Center Fund by $21,333. The excess of expenditures was related to bank charges higher than expected. Revenues above budget were used to fund the additional expenditure. Montiiceflo 70 NONMAJOR GOVERNMENTAL FUNDS NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS are used to account for revenue derived from specific taxes or other earmarked revenue sources (other than for major capital projects) that are restricted by law or administrative action to expenditures for specified purposes. Small Cities Development Program (SCDP) Fund - Established to account for the administration of loans to local businesses while following state and federal guidelines. Cemetery Fund — Established to account for the activities of cemetery operations at Riverside Cemetery. CAPITAL PROJECTS FUNDS are used to account for resources used for the acquisition and construction of capital assets by the city, except for those financed by proprietary funds. Street Lighting Improvement Fund — This fund was established to account for activities incorporating street lighting into designated areas throughout the city. A portion of the city's electric franchise fee is the main revenue source for this fund. Park & Pathway Improvement Fund — This fund was established to account for the accumulation of unrestricted resources from other sources used for park and pathway improvements. Park Dedication Fund — This fund was established to account for restricted fees collected from developers for park land acquisition and for park and pathway improvements. CITY OF MONTICELLO Combining Balance Sheet Nonmajor Governmental Funds December 31, 2023 ASSETS Cash and investments Receivables Deferred special assessments Accounts Prepaid items Notes receivable Total assets LIABILITIES Accounts and contracts payable DEFERRED INFLOWS OF RESOURCES Unavailable revenue - special assessments FUND BALANCES Nonspendable Restricted Economic development Cemetery maintenance Park improvements Assigned for capital improvements Total fund balances Total liabilities, deferred inflows of resources, and fund balances Special Revenue Funds Capital Projects Funds Small Cities Street Development Lighting Park & Park Program Cemetery Improvement Pathway Dedication Total $ 828,765 $ 147,906 $ 1,651,525 $ 842,711 $ 158,146 $ 3,629,053 - - - - 3,702 3,702 - 46,353 - 46,353 - 455 - 455 110,487 - - - - 110,487 $ 939,252 $ 148,361 $ 1,697,878 $ 842,711 $ 161,848 $ 3,790,050 - $ 150 $ - $ 65,272 $ 939,252 939,252 939,252 $ 455 147,756 - 1,697,878 148,211 1,697, 878 148,361 $ 1,697,878 $ 777,439 777,439 842,711 $ - $ 65,422 3,702 3,702 455 939,252 - 147,756 158,146 158,146 - 2,475,317 158,146 3,720,926 161,848 $ 3,790,050 71 CITY OF MONTICELLO Combining Statement of Revenues, Expenditures and Changes in Fund Balance Nonmajor Governmental Funds For the Year Ended December 31, 2023 Special Revenue Funds Capital Projects Funds Revenues Franchise taxes $ $ $ 157,109 $ $ - $ 157,109 Special assessments - 815 815 Charges for services 43,727 - 50,247 93,974 Investment earnings 37,961 6,494 71,449 57,919 6,378 180,201 Interest on loans 3,082 - - - - 3,082 Other revenues - 4,150 - - - 4,150 Total revenues 41,043 54,371 228,558 57,919 57,440 439,331 Expenditures Current Recreation and culture - 24,003 - 7,670 - 31,673 Capital outlay Public works - 38,563 - 38,563 Recreation and culture - - 1,480,417 1,480,417 Total expenditures - 24,003 38,563 1,488,087 - 1,550,653 Excess (deficiency) of revenues over (under) expenditures 41,043 30,368 189,995 (1,430,168) 57,440 (1,111,322) Other financing sources Transfers in - - 250,000 1,000,000 - 1,250,000 Net change in fund balance 41,043 30,368 439,995 (430,168) 57,440 138,678 Fund balance at beginning of year 898,209 117,843 1,257,883 1,207,607 100,706 3,582,248 Fund balance at end of year $ 939,252 $ 148,211 $ 1,697,878 $ 777,439 $ 158,146 $ 3,720,926 72 INTERNAL SERVICE FUNDS INTERNAL SERVICE FUNDS INTERNAL SERVICE FUNDS are used to account for the financing of centralized services to city departments on a cost -reimbursement basis (including depreciation). Benefit Accrual Fund —This fund was established to account for resources accumulated to satisfy paid - time -off (PTO) and vacation/sick leave liabilities of governmental fund employees. Central Equipment Fund — This fund was established to account for equipment purchases and rental to various governmental fund departments. Information Technology (IT) Services Fund— This fund was established to account for the accumulation and distribution of various IT related costs, including communications, software support, capital and non -capital equipment, and software purchases. Facilities Management Fund — This fund was established to account for the accumulation and distribution of various Facility Maintenance related costs across the city owned properties. Combining Statement of Net Position Internal Service Funds December 31, 2023 ASSETS Current assets Cash and investments Accounts receivable Prepaid items Total current assets Noncurrent assets Capital assets Machinery and equipment Construction in progress Less accumulated depreciation Total noncurrent assets TOTAL ASSETS LIABILITIES Current liabilities Accounts payable Accrued interest payable Due to other governmental units Bonds payable due within one year Compensated absences due within one year Total current liabilities Noncurrent liabilities Compensated absences payable TOTAL LIABILITIES NET POSITION Net investment in capital assets Unrestricted TOTAL NET POSITION CITY OF MONTICELLO Benefit Central IT Facilities Accrual Equipment Services Maintenance Total $ 345,847 $ 1,094,372 $ 119,907 $ 129,915 $ 1,690,041 - - - 380 380 - - 64,448 1,492 65,940 345,847 1,094,372 184,355 131,787 1,756,361 - 4,815,082 308,399 - 5,123,481 318,157 - 318,157 (1,785,792) (147,093) (1,932,885) - 3,347,447 161,306 - 3,508,753 345,847 4,441,819 345,661 131,787 5,265,114 285,482 285,482 34,540 76 2,105 60,000 96,721 3,706 743 4,449 31,721 - 82 317,203 96,721 4,531 - 3,287,447 161,306 28,644 1,057,651 179,824 $ 28,644 $ 4,345,098 $ 341,130 $ 18,753 100 14,993 33,846 1,666 35,512 56,999 76 2,205 60,000 301,218 420,498 33,469 453,967 - 3,448,753 96,275 1,362, 394 96,275 $ 4,811,147 73 CITY OF MONTICELLO Combining Statement of Revenues, Expenses and Changes in Net Position Internal Service Funds For the Year Ended December 31, 2023 Operating revenues Charges to other funds Other revenues Total operating revenues Operating expenses Personal services Materials and supplies Other services and charges Depreciation Total operating expenses Operating income Nonoperating revenues (expenses) Investment earnings Interest expense Total nonoperating revenues (expenses) Income before capital contributions Capital contributions Change in net position Net position at beginning of year Net position at end of year Benefit Central IT Facilities Accrual Equipment Services Maintenance Total $ 26,757 $ 633,000 $ 529,009 $ 423,592 $ 1,612,358 - 14,255 9,665 165,192 189,112 26,757 647,255 538,674 588,784 1,801,470 26,757 - 104,480 135,968 267,205 - 28,413 53,117 81,530 - 333,650 340,103 673,753 - 412,692 46,047 - 458,739 26,757 412,692 512,590 529,188 1,481,227 - 234,563 26,084 59,596 320,243 14,730 62,023 4,871 774 82,398 - (4,047) - - (4,047) 14,730 57,976 4,871 774 78,351 14,730 292,539 30,955 60,370 398,594 - 103,211 - - 103,211 14,730 395,750 30,955 60,370 501,805 13,914 3,949,348 310,175 35,905 4,309,342 $ 28,644 $ 4,345,098 $ 341,130 $ 96,275 $ 4,811,147 74 Combining Statement of Cash Flows Internal Service Funds For the Year Ended December 31, 2023 Cash flow from operating activities Cash received from internal services provided Cash paid to suppliers for goods and services Cash paid to employees Net cash provided (used) by operating activities Cash flows from capital and related financing activities Acquisition of capital assets Principal payments on long-term debt Interest and fiscal charges paid on long-term debt Net cash (used) by capital and related financing activities Cash flows from investing activities Interest on investments Increase (decrease) in cash and cash equivalents Cash and cash equivalents - January 1 Cash and cash equivalents - December 31 Reconciliation of operating income (loss) to net cash provided by operating activities: Operating income Adjustments to reconcile operating income to Net cash provided by operating activities: Depreciation Changes in assets and liabilities: (Increase) decrease in prepaid items (Increase) decrease in accounts receivable (Increase) decrease in due from other government units Increase (decrease) in accounts payable Increase (decrease) in due to other government units Increase (decrease) in compensated absences Net cash provided (used) by operating activities Schedule of noncash capital and related financing activities: Disposal of capital assets Capital assets purchased on account Capital contributions CITY OF MONTICELLO Benefit Central IT Facilities Accrual Equipment Services Maintenance Total $ 26,757 $ 647,738 $ 538,674 $ 588,404 $ 1,801,573 - 36,645 (406,516) (399,290) (769,161) - - (103,935) (134,882) (238,817) 26,757 684,383 28,223 54,232 793,595 (971,600) (971,600) (60,000) (60,000) (4,120) (4,120) (1,035,720) (1,035,720) 14,730 62,023 4,871 774 82,398 41,487 (289,314) 33,094 55,006 (159,727) 304,360 1,383,686 86,813 74,909 1,849,768 $ 345,847 $ 1,094,372 $ 119,907 $ 129,915 $ 1,690,041 $ - $ 234,563 $ 26,084 $ 59,596 $ 320,243 412,692 46,047 - 458,739 - (8,975) 815 (8,160) - (380) (380) 483 - 483 34,540 (35,478) (6,894) (7,832) - 2,105 - 9 2,114 26,757 - 545 1,086 28,388 $ 26,757 $ 684,383 $ 28,223 $ 54,232 $ 793,595 $ - $ 5,789 $ - $ - $ 5,789 $ $ - $ (21,223) $ $ (21,223) $ $ 103,211 $ - $ $ 103,211 75 CIOF lZMontikelo 44m am (This page left blank intentionally) 109 OTHER SUPPLEMENTARY SCHEDULES -.A I rA i� CITY OF MONTICELLO Schedule of Revenues (Sources) and Expenditures (Uses) General Fund For the Year Ended December 31, 2023 2023 Variance with 2019 2020 2021 2022 Final 2023 Final Actual Actual Actual Actual Budget Actual Budget Revenue and other sources - summary Property taxes $ 6,689,647 $ 6,797,640 $ 7,233,198 $ 7,485,252 $ 8,084,500 $ 8,056,454 $ (28,046) Franchise taxes 211,000 194,000 193,585 226,690 292,000 243,482 (48,518) S pecial assessments 802 166 468 418 100 156 56 Licenses and permits 603,925 521,369 804,889 613,014 484,000 930,901 446,901 Intergovernmental 431,004 737,650 625,382 609,105 513,895 1,224,989 711,094 Charges for services 792,311 936,731 1,274,062 1,382,291 1,291,510 1,486,973 195,463 Fines and forfeitures 40,054 31,852 49,566 36,808 51,600 52,413 813 Investment earnings (loss) 228,216 138,968 (38,486) (200,442) 32,095 434,085 401,990 Other 236,037 431,683 690,999 949,507 730,300 784,190 53,890 Other financing sources 54,340 - - - - 1,650 1,650 Total Revenues & Other Sources 9,287,336 9,790,059 10,833,663 11,102,643 11,480,000 13,215,293 1,735,293 Revenue and other sources - detail Property taxes Propertytax- current 6,649,999 6,758,778 7,159,058 7,436,942 8,060,000 8,037,370 (22,630) Property tax - delinquent 17,832 15,998 49,891 20,753 - 14,712 14,712 Mobile home tax 18,202 20,152 22,033 - 22,000 - (22,000) Penalties and interest - taxes 3,614 2,712 2,216 27,557 2,500 4,372 1,872 Franchise taxes Franchise taxes - electric 211,000 194,000 193,585 226,690 292,000 243,482 (48,518) Special assessments Assessment for services/projects 802 166 468 418 100 156 56 Licenses and permits Liquor license 52,303 37,512 1,500 63,198 60,000 55,028 (4,972) Other business licenses & permits 7,540 6,430 4,378 5,023 7,000 5,040 (1,960) Building permits 520,409 461,383 770,800 529,120 400,000 847,991 447,991 Variance/conditional use permits - 200 - - - - - Driveway permits 510 275 155 675 200 990 790 Mobile home permits 2,551 540 5,954 1,000 300 2,056 1,756 Excavation permits 6,720 8,375 11,025 7,360 5,000 8,295 3,295 Right-of-way permits 4,567 3,061 2,674 2,542 3,000 4,681 1,681 Sign/banner permits 6,020 2,840 5,623 3,430 4,500 4,110 (390) Animal licenses 3,305 753 2,780 666 4,000 2,710 (1,290) Intergovernmental Pere increase aid 6,741 - - - - - - Homestead and ag credit - - 181 188 - 187 187 Federal - operating - 274,315 10,000 - - 18,254 18,254 State highway aid - operating 155,211 171,913 179,842 198,895 198,895 195,535 (3,360) Fire department aid - operating 123,640 131,638 134,691 146,181 140,000 164,446 24,446 Police department aid - operating 81,708 84,631 82,526 90,713 81,000 746,338 665,338 County operating grant- street/highway 26,428 30,947 27,870 32,427 26,000 36,038 10,038 County operating grant- emergencymanagemenl 7,531 3,977 11,111 7,594 19,000 5,224 (13,776) County operating grant - recycling 19,745 20,944 19,546 20,112 19,000 18,119 (881) Operating grant - other 10,000 19,285 159,615 112,995 30,000 40,848 10,848 Charges for services Assessment searches 13,940 17,530 18,691 9,030 13,000 8,550 (4,450) County assessor fee - - 400 2,950 - 3,600 3,600 Blight notice fee - - 120 300 - 480 480 Planning administration fee 24,571 5,550 6,600 6,425 4,000 5,575 1,575 NSF fee - - 30 30 - 30 30 Inspection/construction fees 907 827 1,306 560 300 1,274 974 Contractor licensing fee 720 340 475 175 - 215 215 Fire protections fees - townships 142,740 143,533 143,899 144,570 148,779 150,350 1,571 Fire emergency response fee 19,210 57,650 5,160 2,380 5,000 (7,695) (12,695) Fire inspection fee - - 50 - - 200 200 Fire - other fees 3,345 2,359 13,011 3,815 3,000 4,273 1,273 Blight mowing fees - - 470 940 - 600 600 Rental housing fees 42,835 45,365 45,910 58,565 41,000 46,830 5,830 Animal control fees 38,915 40,428 49,002 58,544 60,000 47,588 (12,412) Miscellaneous pubic works - - - - - 900 900 Tree and brush removal charge 2,580 2,730 2,275 3,300 2,300 2,100 (200) Recycling charge - 54,259 104,305 195,197 291,600 281,812 (9,788) Garbagefee- taxable 381,328 467,829 518,244 555,426 585,400 579,366 (6,034) Field/Toumey fees 13,200 4,415 30,980 35,700 32,000 37,500 5,500 Park rental fees 5,751 5,386 11,798 11,212 12,000 12,488 488 Alcohol Fees - - - 360 - 660 660 Concessions - - - 1,297 - 620 620 Arts activity fees 400 - - - - 2,091 2,091 Developer cost reimbursement 19,498 13,656 233,371 223,120 46,000 254,307 208,307 Billboard land rental 23,475 21,714 24,367 22,101 2,400 2,400 - Lease - Prairie Center 30,154 24,098 32,501 - - - - Lease - Soccer Club - - - 14,124 14,100 17,569 3,469 Lease - communication tower 26,300 26,959 28,872 29,738 30,631 30,530 (101) General charges for services 2,442 2,103 2,225 2,432 - 2,760 2,760 (continued) rrIA CITY OF MONTICELLO Schedule of Revenues (Sources) and Expenditures (Uses) General Fund For the Year Ended December 31, 2023 (Continued) 2023 Variance with 2019 2020 2021 2022 Final 2023 Final Actual Actual Actual Actual Budget Actual Budget Fines and forfeitures Court fines S 38,454 $ 31,170 $ 47,866 $ 35,658 $ 50,000 $ 52,113 $ 2,113 Animal impound fines 1,100 682 700 650 1,600 300 (1,300) Liquor license violation 500 - 1,000 500 - - - Investment earnings Investment earnings (loss) 228,216 138,968 (38,486) (200,442) 32,095 434,085 401,990 Other Solar investment rebates - 326,917 427,842 496,430 570,000 484,877 (85,123) City property rental 1,600 277 1,600 1,900 - 2,150 2,150 Contributions 42,567 2,218 36,707 128,953 57,500 100,333 42,833 Sale of city property 3,096 16,945 12,475 23,502 5,000 8,472 3,472 Sale of lock boxes 2,400 3,544 38,097 10,812 5,000 2,856 (2,144) Tree Sales 6,752 5,346 9,127 9,453 7,000 9,052 2,052 Copies 47 87 27 38 - 47 47 Refunds & reimbursables 21,663 24,026 75,692 55,822 - 22,638 22,638 Assessment fee reimbursement 16,575 15,300 14,700 16,875 15,000 15,900 900 Fire contributions 84,149 3,764 28,009 16,999 - 16,964 16,964 Insurance claims 1,867 - 6,944 140,257 25,000 21,455 (3,545) Other miscellaneous 55,321 33,259 39,779 48,466 45,800 99,446 53,646 Other financing sources Sales of capital assets 29,340 - - - - 1,650 1,650 Transfers from other funds 25,000 - - - - - - Total revenues and other sources $ 9,287,336 $ 9,790,059 $ 10,833,663 $ 11,102,643 $ 11,480,000 $ 13,215,293 $ 1,735,293 Expenditures and other uses - summary General government $ 1,775,332 $ 2,168,641 $ 2,639,420 $ 2,684,854 $ 2,613,701 $ 2,696,531 $ 82,830 Public safety 2,451,784 2,745,974 2,874,183 2,989,883 3,278,367 3,263,979 (14,388) Public works 2,222,034 1,899,315 2,123,898 2,400,555 2,823,966 2,601,329 (222,637) Sanitation 610,944 681,948 754,132 784,052 843,897 817,199 (26,698) Recreation and culture 1,209,429 1,331,196 1,457,483 1,691,871 1,914,069 1,950,378 36,309 Transfers out and other uses 1,450,040 1,000,000 1,000,000 150,000 6,000 750,000 744,000 Total expenditures and other uses $ 9,719,563 $ 9,827,074 $ 10,849,116 $ 10,701,215 $ 11,480,000 $ 12,079,416 $ 599,416 Expenditures and other uses - divisions General government Mayor and council $ 57,409 $ 52,589 $ 57,171 $ 55,262 $ 59,462 $ 46,094 $ (13,368) City administration 443,963 789,820 951,793 938,931 1,045,775 962,203 (83,572) City clerk 121,197 180,824 125,286 227,096 214,549 217,318 2,769 Finance 456,902 451,819 455,839 625,523 664,739 663,348 (1,391) Audit 45,940 39,559 44,797 - - - - City assessing 64,554 70,115 77,600 - - - - Legal 41,837 29,340 25,883 24,524 27,500 36,802 9,302 Human resources 142,812 142,232 131,469 139,338 165,336 162,457 (2,879) Planning and zoning 315,091 339,005 685,172 598,178 354,158 532,437 178,279 City hall 66,422 60,501 68,094 76,002 82,182 75,872 (6,310) Prairie center building 21,225 14,857 16,316 - - - - Public safety Law enforcement 1,455,727 1,524,150 1,602,876 1,633,774 1,869,245 1,872,417 3,172 Fire and rescue 477,941 414,399 459,593 546,373 483,309 508,194 24,885 Fire relief 123,640 131,638 134,691 146,181 140,000 164,446 24,446 Building inspections 324,072 354,251 599,569 583,073 680,289 618,254 (62,035) Emergency management 8,253 257,565 13,725 6,935 22,032 6,952 (15,080) Animal control 46,709 49,522 50,586 59,148 63,992 74,648 10,656 National guard 13,423 12,429 13,143 14,399 19,500 19,068 (432) Public works Public works administration 228,625 221,881 244,352 140,020 166,456 150,092 (16,364) Engineering 201,757 182,542 201,435 263,931 340,801 320,369 (20,432) Streets and alleys 920,384 777,633 919,550 1,153,418 1,250,020 1,308,793 58,773 Ice and snow 454,607 326,120 294,312 320,884 453,741 294,882 (158,859) Shop and garage 178,063 199,310 269,193 295,613 320,948 283,711 (37,237) Stormwater 27,650 - - - - - - Street lighting 210,948 191,829 195,056 226,689 292,000 243,482 (48,518) Sanitation Refuse and recycling collection 610,944 681,948 754,132 784,052 843,897 817,199 (26,698) Recreation and culture Senior center 102,169 103,662 105,689 108,122 101,863 102,773 910 Park operations 925,482 1,040,665 1,098,446 1,235,095 1,428,756 1,500,932 72,176 Park ballfields 19,836 23,685 28,072 59,754 26,200 22,667 (3,533) Shade tree 61,396 79,024 87,525 94,217 145,707 127,872 (17,835) Public arts 46,954 36,092 93,245 146,282 173,528 154,267 (19,261) Library 53,592 48,068 44,506 48,401 38,015 41,867 3,852 Transfers out and other uses Transfers out 1,450,040 1,000,000 1,000,000 150,000 6,000 750,000 744,000 Total expenditures & other uses $ 9,719,564 $ 9,827,074 $ 10,849,116 $ 10,701,215 $ 11,480,000 $ 12,079,416 $ 599,416 Revenue and other sources over (under) expenditures and other uses $ (432,228) $ (37,015) $ (15,453) $ 401,428 $ - $ 1,135,877 $ 1,135,877 al] CITY OF MONTICELLO Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual - Small Cities Development Program For the Year Ended December 31, 2023 Revenues Investment earnings Interest on loans Total revenues Fund balance at beginning of year Fund balance at end of year Original and Final Variance with Budget Actual Final Budget $ 5,000 $ 37,961 $ 32,961 3,000 3,082 82 8,000 41,043 33,043 898,209 898,209 - $ 906,209 $ 939,252 $ 33,043 79 CITY OF MONTICELLO Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual - Cemetery Fund For the Year Ended December 31, 2023 Revenues Charges for services Investment earnings Other revenues Total revenues Expenditures Current Recreation and culture Cemetery operations Net change in fund balance Fund balance at beginning of year Fund balance at end of year Original and Final Variance with Budget Actual Final Budget $ 41,700 $ 43,727 $ 2,027 300 6,494 6,194 - 4,150 4,150 42,000 54,371 12,371 31,000 24,003 (6,997) 11,000 30,368 19,368 117,843 117,843 - $ 128,843 $ 148,211 $ 19,368 [- CITY OF MONTICELLO Schedule of Assets, Liabilities, Deferred Inflows of Resources and Fund Balances Debt Service Activities December 31, 2023 ASSETS Cash and cash equivalents Receivables Unremitted special assessments Delinquent special assessments Deferred special assessments Total assets LIABILITIES Accounts and contracts payable DEFERRED INFLOWS OF RESOURCES Unavailable revenue - special assessments FUND BALANCES Restricted for debt service Total liabilities, deferred inflows of resources. and fund balances 2015B 2016A 2017A 2018A 2019A 2020A Bonds Bonds Bonds Bonds Bonds Bonds Total $ 112,672 $ 158,316 $ 158,413 $ 82,349 $ 54,413 $ 163,765 $ 729,928 - 695 41 - - 272 1,008 - 177 1,046 - 2,429 3,652 34,390 182,753 118,456 - 51,150 1,220,555 1,607,304 $ 147,062 $ 341,941 $ 277,956 $ 82,349 $ 105,563 $1,387,021 $2,341,892 $ 500 $ 500 $ 500 $ 500 $ 500 $ 500 $ 3,000 34,390 182,930 119,502 - 51,150 1,222,984 1,610,956 112,172 158,511 157,954 81,849 53,913 163,537 727,936 $ 147,062 $ 341,941 $ 277,956 $ 82,349 $ 105,563 $1,387,021 $2,341,892 81 CITY OF MONTICELLO Schedule of Revenues, Expenditures and Changes in Fund Balance Debt Service Activities For the Year Ended December 31, 2023 Revenues Property taxes Special assessments Investment earnings Total revenues Expenditures Debt service Principal Interest and fiscal charges Total expenditures Net change in fund balance Fund balance at beginning of year Fund balance at end of year 2015B 2016A 2017A 2018A 2019A 2020A Bonds Bonds Bonds Bonds Bonds Bonds Total $ 164,435 $ 282,559 $ 299,532 $ 444,232 $ 697,133 $ 111,690 $ 1,999,581 31,242 73,894 37,823 - 13,299 143,930 300,188 7,290 16,277 13,880 6,056 6,685 9,858 60,046 202,967 372,730 351,235 450,288 717,117 265,478 2,359,815 170,000 480,000 390,000 330,000 580,000 210,000 2,160,000 42,500 47,950 77,640 117,938 131,938 28,218 446,184 212,500 527,950 467,640 447,938 711,938 238,218 2,606,184 (9,533) (155,220) (116,405) 2,350 5,179 27,260 (246,369) 121,705 313,731 274,359 79,499 48,734 136,277 974,305 $ 112,172 $ 158,511 $ 157,954 $ 81,849 $ 53,913 $ 163,537 $ 727,936 Ifr I' CITY OF -- Montice-o CIOF lZMontikelo 44m am (This page left blank intentionally) 83 Schedule of Assets, Liabilities, Deferred Inflows of Resources and Fund Balances Discretely Presented Component Unit - Economic Development Authority December 31, 2023 TIF 6 (d) TIF 19 TIF 20 (d) TIF 22 TIF 24 EDA General GMEF TIF Future Raindance MS Shores Prairie West Downtown St. Henry's ASSETS Cash and investments $ 2,163,986 $ 1,055,013 $ $ 49,450 $ 37,719 $ 104,142 $ 519,286 $ 55,800 Receivables Unremitted taxes 753 - - - - - - Delinquent taxes 3,057 4,691 Accounts 9,126 - - Intrafund receivable 111,607 728,845 Prepaid items 5,033 - - Notes receivable 127,246 192,244 - Land held for resale 2,581,729 - - - - 163,200 - TOTAL ASSETS $ 5,002,537 $ 1,247,257 $ $ 778,295 $ 37,719 $ 104,142 $ 687,177 $ 55,800 LIABILITIES Accounts and contracts payable $ 16,560 $ - $ $ - $ - $ - $ - $ - Due to other governmental units 159 Intrafund payable - 45,363 - Unearned revenue - - 163,200 Escrow deposits 5,492 - - Total liabilities 22,211 45,363 163,200 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 3,057 - 4,691 Total deferred inflows of resources 3,057 4,691 FUND BALANCES Nonspendable 5,033 - - Restricted 60,870 1,247,257 778,295 37,719 104,142 519,286 55,800 Assigned Economic Development 4,711,366 - (45,363) - - - - - Fagade Grant 200,000 - - - - - - Total fund balance 4,977,269 1,247,257 (45,363) 778,295 37,719 104,142 519,286 55,800 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES $ 5,002,537 $ 1,247,257 $ $ 778,295 $ 37,719 $ 104,142 $ 687,177 $ 55,800 Required or Actual Decertification Date 121912013 1213112023 1211012018 12/31/2024 1213112026 TIF District Type Redevelopment Housing Redevelopment Housing & Housing (d) = decertified Redevelopment 84 CITY OF MONTICELLO TIF 29 TIF 30 TIF 34 TIF 40 TIF 41 TIF 42 TIF 43 TIF 45 TIF 46 GAAP Total Front Porch CMHP Interchange Briggs UMC Headwaters Headwaters Block 52 WiHa Reconciliation EDA $ 34,654 $ 80,227 $ 77,340 $ 13,478 $ 31,671 $ $ $ $ $ $ 4,222,766 - - - - - 753 3,325 11,073 - 9,126 (840,452) - 5,033 319,490 2,744,929 $ 37,979 $ 80,227 $ 77,340 $ 13,478 $ 31,671 $ $ - $ $ $ (840,452) $ 7,313,170 $ - $ - $ - $ - $ - $ $ 127,246 $ $ $ $ 143,806 - - - 159 64,644 728,845 400 400 400 400 (840,452) - - - - - - - (163,200) - - - - - - - 5,492 64,644 728,845 400 127,646 400 400 (1,003,652) 149,457 3,325 - - - - - - 11,073 3,325 11,073 - - - - - - - - 5,033 34,654 15,583 77,340 13,478 (697,174) (400) (127,646) (400) (400) 163,200 2,281,604 - - - - - - - - 4,666,003 - - - - - - - - 200,000 34,654 15,583 77,340 13,478 (697,174) (400) (127,646) (400) (400) 163,200 7,152,640 $ 37,979 $ 80,227 $ 77,340 $ 13,478 $ 31,671 $ - $ - $ $ $ (840,452) $ 7,313,170 12/31/2029 12/31/2029 12/31/2022 1213112045 1213112030 Housing Housing Redevelopment Housing Economic Development Total fund balances - Economic Development Authority $ 7,152,640 Some of the EDA's property taxes will be collected after year-end, and, therefore, are reported as deferred inflows of resources in the governmental funds. 11,073 Noncurrent liabilities are not due and payable in the current period and, therefore, are not reported as liabilities in the fund. Compensated absences (14,875) Total OPEB liability (1,881) Net pension liability (84,996) Governmental funds do not report long-term amounts related to pensions and other post -employment benefits. Deferred outflows of other post -employment benefits resources 193 Deferred outflows of pension resources 22,438 Deferred inflows of other post -employment benefits resources (558) Deferred inflows of pension resources (25,567) Total net position - governmental activities $ 7,058,467 85 Schedule of Revenues, Expenditures and Changes in Fund Balance Discretely Presented Component Unit - Economic Development Authority For the Year Ended December 31, 2023 TIF 6 (d) TIF 19 TIF 20 (d) TIF 22 TIF 24 EDA General GMEF TIF Future Raindance MS Shores Prairie West Downtown St. Henry's Revenues Property taxes $ 401,807 $ $ $ $ - $ $ - $ - Tax increments - - - - 37.749 - 269,641 55,830 Intergovernmental 344,993 - - - Charges for services 1,281 Investment earnings 177,223 Interest on loans 1,963 3,092 29,294 Other revenues 36,544 - - - - - Total revenues 963,811 3,092 29,294 37,749 269,641 55,830 Expenditures Current Salary and wages 138,697 - - - - - Benefits 48,091 Supplies 35 Professional services - legal 21,780 - Professional services - other 158,164 1,000 LPV Insurance 3,395 - - - Legal and general publications 398 30 30 30 30 Marketing 5,000 - - - - Dues and membership 6,796 Utilities 868 IT services 3,473 Travel and conferences 5,120 Land adjustment to market 313,629 Other expenditures 295,753 - Excess increments - 180,209 Interest on intrafund loans - PAYG payments to third parties - - - Total expenditures 1,001,199 - - 30 30 181,239 30 Net change in fund balances (37,388) 3,092 29,294 37,719 (30) 88,402 55,800 Fund balance at beginning of year 5,014,657 1,244,165 (45,363) 749,001 - 104,172 430,884 - Fund balance at end of year $ 4,977,269 $ 1,247,257 $ (45,363) $ 778,295 $ 37,719 $ 104,142 $ 519,286 $ 55,800 Required or Actual Decertification Date 12/9/2013 1213112023 1211012018 1213112024 12/31/2026 TIF District Type Redevelopment Housing Redevelopment Housing & Housing (d) = decertified Redevelopment E%1 TIF 29 TIF 30 TIF 34 TIF 40 TIF 41 TIF 42 TIF 43 TIF 45 Front Porch CMHP Interchange Briggs LIMC Headwaters Headwaters Block 52 34,684 17,576 - 70.020 65,098 - - - 34,684 17,576 - 70,020 65,098 - - - 1,468 400 400 30 30 30 30 224 1,963 - 29,294 - - 63,018 - - - 30 1,993 30 63,048 30,986 400 400 34,654 15,583 (30) 6,972 34,112 (400) (400) - - 77,370 6,506 (731,286) - (127,246) $ 34,654 $ 15,583 $ 77,340 $ 13,478 $ (697,174) $ (400) $ (127,646) $ 12131/2029 12131/2029 12131/2022 12131/2045 1213112030 Housing Housing Redevelopment Housing Economic Development Net change in fund balances - Economic Development Authority Deferred inflows of resources are revenues included in the change in net position, but are excluded from the change in fund balances until they are available to liquidate liabilities of the current period. Long-term pension activity is not reported in governmental funds. Pension expense Pension revenue Some expenses reported in the Statement of Activities do not require the use of current financial resources, and, therefore, are not reported as expenditures in governmental funds. Other post -employment benefit costs Internal service funds are used by management to charge the costs of various services to individual funds. The net revenues of certain activities of internal service funds is reported with governmental activities. Change in net position - governmental activities CITY OF MONTICELLO TIF 46 GAAP Total Willa Reconciliation EDA $ $ $ 401,807 550,598 344,993 1,281 177,223 (31,257) 3,092 - 36,544 (31,257) 1,515,538 138,697 48,091 35 21,780 400 400 162,232 - - 3,395 862 5,000 6,796 868 3,473 5,120 313,629 295,753 180,209 (31,257) - 63,018 400 400 (31,257) 1,248,958 (400) (400) - 266,580 - - 163,200 6,886,060 (400) $ (400) $ 163,200 $ 7,152,640 $ 266,580 6,664 (4,931) 9 541 (1,128) $ 267,735 87 CIOF lZMontikelo 44m am (This page left blank intentionally) I-V STATISTICAL SECTION STATISTICAL SECTION Financial trends Net Position by Component - Last Ten Fiscal Years 89 Changes in Net Position - Last Ten Fiscal years 90 General Governmental Tax Revenues by Source - Last Ten Fiscal Years 92 Fund Balances of Governmental Funds - Last Ten Fiscal Years 93 Changes in Fund Balances of Governmental Funds - Last Ten Fiscal Years 94 Governmental Funds Tax Revenues by Source - Last Ten Fiscal Years 95 Revenue capacity Tax Capacity Value and Estimated Market Value of Taxable Property - Last Ten Fiscal Years 96 Property Tax Rates - All Direct and Overlapping Governments - Last Ten Fiscal Years 97 Property Tax Levies and Collections - Last Ten Fiscal Years 98 Principal Property Taxpayers - Current Year and Nine Years Ago 99 New Construction and Bank Deposits - Last Ten Fiscal Years 100 Water Sold by Customer Type - Last Ten Fiscal Years 101 Water and Sewer Utility Rates - Last Ten Fiscal Years 102 Debt capacity Ratios of Outstanding Debt by Type - Last Ten Fiscal Years 103 Ratios of Net General Obligation Bonded Debt Outstanding - Last Ten Fiscal Years 104 Legal Debt Margin Information - Last Ten Fiscal Years 105 Computation of Direct and Overlapping Debt - As of December 31, 2023 106 Schedule of General Obligation Revenue Bond Coverage - Last Ten Fiscal Years 107 Economic and demographic information Demographic and Economic Statistics - Last Ten Fiscal Years 108 Principal Employers - Current Year and Nine Years Ago 109 Operating information City Government Employees by Function/Program - Last Ten Fiscal Years 110 Operating Indicators by Function - Last Ten Fiscal Years 111 Capital Assets Statistics by Function - Last Ten Fiscal Years 113 Schedule of Cash Flows Adjusted for Additional City Funding of Fiber Optics Fund -Last Nine Fiscal Years 114 Net Position by Component Last Ten Fiscal Years (accrual basis of accounting) Governmental activities Net investment in capital assets Restricted Unrestricted Total governmental net position Business -type activities Net investment in capital assets Unrestricted Total business -type net position Primary government Net investment in capital assets Restricted Unrestricted Total primary government net position CITY OF MONTICELLO 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ 48,253,810 $ 38,099,568 $ 41,077,683 $ 41,535,637 $ 43,517,983 $ 40,008,410 $ 40,836,892 $ 52,035,838 $ 52,824,487 $ 63,232,687 10,453,449 12,633,770 10,569,693 11,599,951 9,649,085 8,690,172 5,451,441 4,010,180 3,353,897 4,207,340 14,792,521 18,144,067 20,824,170 20,899,110 23,422,548 27,133,699 32,661,667 21,443,730 22,630,226 23,799,604 $ 73,499,780 $ 68,877,405 $ 72,471,546 $ 74,034,698 $ 76,589,616 $ 75,832,281 $ 78,950,000 $ 77,489,748 $ 78,808,610 $ 91,239,631 $ 42,117,264 $ 40,722,087 $ 41,014,122 $ 39,944,797 $ 39,250,211 $ 42,808,003 $ 41,000,179 $ 40,089,758 $ 38,793,527 $ 37,944,447 9,121,952 8,163,982 9,052,590 11,905,058 13,261,505 14,855,640 17,649,288 21,628,933 24,979,320 28,274,588 $ 51,239,216 $ 48,886,069 $ 50,066,712 $ 51,849,855 $ 52,511,716 $ 57,663,643 $ 58,649,467 $ 61,718,691 $ 63,772,847 $ 66,219,035 $ 90,371,074 $ 78,821,655 $ 82,091,805 $ 81,480,434 $ 82,768,194 $ 82,816,413 $ 81,837,071 $ 92,125,596 $ 91,618,014 $ 101,177,134 10,453,449 12,633,770 10,569,693 11,599,951 9,649,085 8,690,172 5,451,441 4,010,180 3,353,897 4,207,340 23,914,473 26,308,049 29,876,760 32,804,168 36,684,053 41,989,339 50,310,955 43,072,663 47,609,546 52,074,192 $ 124,738,996 $ 117,763,474 $ 122,538,258 $ 125,884,553 $ 129,101,332 $ 133,495,924 $ 137,599,467 $ 139,208,439 $ 142,581,457 $ 157,458,666 $150 2$100 0 2 $50 Primary Government Net Position 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 ■ Net investment in capital assets ■ Restricted net position ■ Unrestricted net position Note 1: The city implemented GASB Statement No. 68 and GASB Statement No. 71 in fiscal year 2015, and GASB Statement No. 75 in fiscal year 2018. Prior years have not been adjusted to reflect these changes. Note 2: In 2021, the city used existing resources to purchase land for future capital construction and redeemed the judgment portion of the 2014A bonds early, accounting for $10,242,136 of the increase in the net investment in capital assets and decrease in unrestricted net position for governmental activities. Changes in Net Position Last Ten Fiscal Years (accrual basis of accounting) Expenses Governmental activities General government Public safety Public works Sanitation Transit Recreation and culture Economic development Interest and fiscal charges Total governmental activities Business -type activities Water Sewer Stormwater Liquor Fiber optics Deputy registrar Total business -type activities Total primary government expenses Program Revenues Governmental activities Charges for services General government Public safety Public works Sanitation Recreation and culture Economic development Operating grants and contributions Capital grants and contributions Total governmental activities program revenues Business -type activities Charges for services Water Sewer Stormwater Liquor Fiber optics Deputy registrar Operating grants and contributions Capital grants and contributions Total business -type activities program revenues Total primary government program revenues CITY OF MONTICELLO 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ 1,488,243 $ 1,447,725 $ 1,694,111 $ 1,656,666 $ 1,614,613 $ 1,927,752 $ 2,335,614 $ 2,604,600 $ 2,798,491 $ 2,694,603 1,880,193 1,960,009 2,187,363 2,208,971 2,377,661 2,406,748 2,658,246 3,089,673 3,168,835 3,461,914 5,223,345 5,312,612 5,480,074 5,292,743 5,548,199 5,765,576 4,777,282 4,833,405 5,556,590 5,592,411 517,956 563,477 600,300 614,328 615,586 610,944 681,948 754,132 784,052 817,199 10,000 40,000 41,250 3,191 18,333 - - - - - 2,882,127 3,524,979 3,998,945 3,521,756 3,460,887 3,636,958 3,289,716 3,190,466 3,874,315 4,962,239 1,084,620 1,547,875 756,620 488,380 1,206,067 872,984 1,914,825 - - - 649,854 735,753 565,774 514,558 617,344 752,595 756,546 660,352 480,903 448,258 13,736,338 15,132,430 15,324,437 14,300,593 15,458,690 15,973,557 16,414,177 15,132,628 16,663,186 17,976,624 1,084,882 1,102, 610 1,168, 473 1,157, 506 1,235,055 1,216,446 1,212,656 1,265,578 1,348,348 1,449, 050 2,762,357 2,661,990 2,618,887 2,708,053 2,932,413 2,889,438 2,960,153 3,048,580 3,232,878 3,215,564 - - - - - - 658,771 732,851 797,995 650,470 4,569,673 4,768,218 4,873,033 5,104,937 5,394,968 5,577,481 6,395,558 6,117,772 6,320,611 6,315,729 2,919,170 2,536,461 2,483,262 2,252,287 2,276,015 1,990,052 2,063,712 2,081,312 2,005,196 1,934,753 300,236 313,968 345,492 390,658 421,662 458,695 538,625 596,933 785,822 687,325 11, 636, 318 11, 383, 247 11, 489,147 11, 613, 441 12, 260,113 12,132,112 13, 829, 475 13, 843, 026 14,490, 850 14, 252, 891 $ 25,372,656 $ 26,515,677 $ 26,813,584 $ 25,914,034 $ 27,718,803 $ 28,105,669 $ 30,243,652 $ 28,975,654 $ 31,154,036 $ 32,229,515 $ 180,145 $ 214,087 $ 274,309 $ 239,460 $ 207,802 $ 232,336 $ 523,919 $ 837,564 $ 989,086 $ 894,194 164,616 320,158 894,311 851,307 780,236 921,916 799,227 1,305,778 956,541 1,197,068 371,671 521,697 527,425 283,241 217,675 373,581 156,657 94,452 147,269 153,584 48,385 104,786 89,956 80,774 169,337 381,328 522,088 622,549 750,623 861,178 1,331,581 1,488,197 1,437,659 1,493,651 1,630,915 1,602,473 652,729 948,130 1,473,281 2,197,615 - 14,653 301,232 13,846 2,832 14,149 10,915 10,597 14,032 8,067 295,828 355,041 389,005 429,697 428,443 431,004 463,335 1,539,082 1,192,748 1,640,385 1,774,628 2,667,710 3,297,265 1,996,441 2,044,698 1,024,891 1,289,990 3,314,487 1,529,488 5,926,525 4,166,854 5,686,329 7,211,162 5,388,417 5,481,938 4,981,678 4,418,860 8,672,639 7,053,068 12,878,616 1,117,226 1,126,718 1,172,258 1,415,441 1,432,194 1,300,191 1,541,694 1,782,204 1,769,524 2,097,451 2,081,660 2,083,122 2,223,252 2,472,774 2,581,833 2,443,856 2,559,354 2,686,445 2,925,917 3,014,189 - - - - - 61,757 241,873 356,458 529,146 622,664 5,166,066 5,493,925 5,450,630 5,755,166 6,090,981 6,377,457 7,405,960 7,105,934 7,174,059 7,043,302 1,761,978 1,642,403 1,739,566 1,757,134 1,736,243 1,795,435 1,851,845 1,947,738 2,195,092 1,935,217 497,798 535,931 562,891 594,777 694,263 953,855 801,502 942,674 895,494 952,036 - - - - - - - 95,601 297,608 474,925 488,628 1,454,980 2,000,456 699,901 925,195 1,646,123 1,488,339 1,842,947 1,522,921 2,915,922 11,113,356 12,337,079 13,149,053 12,695,193 13,460,709 14,578,674 15,890,567 16,760,001 17,309,761 19,055,706 $ 15,280,210 $ 18,023,408 $ 20,360,215 $ 18,083,610 $ 18,942,647 $ 19,560,352 $ 20,309,427 $ 25,432,640 $ 24,362,829 $ 31,934,322 (continued) 90 Changes in Net Position Last Ten Fiscal Years (continued) (accrual basis of accounting) Net (expense)/revenue Governmental activities Business -type activities Total primary government net expense General Revenues and Other Changes in Net Position Governmental activities Taxes Property taxes Tax increment Franchise taxes Unrestricted grants and contributions Investment earnings Other Gain on sale of capital assets Transfers Total governmental activities Business -type activities Franchise taxes Unrestricted grants and contributions Investment earnings Miscellaneous Gain on extinguishment of debt Contribution of land to County Transfer of operations Transfers Total business -type activities Total primary government Changes in Net Position Governmental activities Business -type activities Total primary government CITY OF MONTICELLO 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ (9,569,484) $ (9,446,101) $ (8,113,275) $ (8,912,176) $ (9,976,752) $ (10,991,879) $ (11,995,317) $ (6,459,989) $ (9,610,118) $ (5,098,008) (522,962) 953,832 1,659,906 1,081,752 1,200,596 2,446,562 2,061,092 2,916,975 2,818,911 4,802,815 $ (10,092,446) $ (8,492,269) $ (6,453,369) $ (7,830,424) $ (8,776,156) $ (8,545,317) $ (9,934,225) $ (3,543,014) $ (6,791,207) $ (295,193) $ 8,393,374 $ 8,683,585 $ 9,270,592 $ 9,560,482 $ 9,972,166 $ 10,375,714 $ 10,874,313 $ 11,180,595 $ 11,456,764 $ 12,163,726 826,363 727,617 668,352 648,031 638,278 679,925 707,824 - - - 357,409 333,484 412,217 436,248 386,622 432,934 418,030 383,045 388,074 400,591 27,502 - - - - - 886,544 - - - 784,347 278,465 375,614 379,107 364,364 969,216 666,325 (168,603) (915,858) 1,316,451 217,643 30,473 11,180 - - - - - - - - - - 1,725 15,000 - 271,840 33,950 (3,411,500) 2,301,045 969,461 (550,265) 1,000,000 (2,223,245) 1,560,000 (200,000) - 3,614,311 7,195,138 12,354,669 11,707,416 10,475,328 12,376,430 10,234,544 15,113,036 11,466,877 10,928,980 17,529,029 - - - - - - - 53,942 53,000 20,587 - - - - - - 151,794 - - - 399,757 108,191 128,080 151,126 162,003 482,120 332,938 (101,693) (817,755) 1,237,097 - 88,157 5,218 - 379,246 - - - 20,990,451 - - - - (5,511,547) - - - - - - - - - 356,900 - - - 3,411,500 (2,301,045) (969,461) 550,265 (1,000,000) 2,223,245 (1,560,000) 200,000 - (3,614,311) 24,801,708 (7,616,244) (479,263) 701,391 (458,751) 2,705,365 (1,075,268) 152,249 (764,755) (2,356,627) $ 31,996,846 $ 4,738,425 $ 11,228,153 $ 11,176,719 $ 11,917,679 $ 12,939,909 $ 14,037,768 $ 11,619,126 $ 10,164,225 $ 15,172,402 $ (2,374,346) $ 2,908,568 $ 3,594,141 $ 1,563,152 $ 2,399,678 $ (757,335) $ 3,117,719 $ 5,006,888 $ 1,318,862 $ 12,431,021 24,278,746 (6,662,412) 1,180,643 1,783,143 741,845 5,151,927 985,824 3,069,224 2,054,156 2,446,188 $ 21,904,400 $ (3,753,844) $ 4,774,784 $ 3,346,295 $ 3,141,523 $ 4,394,592 $ 4,103,543 $ 8,076,112 $ 3,373,018 $ 14,877,209 Note 1: The city implemented GASB Statement No. 68 and GASB Statement No. 71 in fiscal year 2015, and GASB Statement No. 75 in fiscal year 2018. Prior years have not been adjusted to reflect these changes. Note 2: The city created a new Stormwater enterprise fund in 2019. As part of creating the fund, all balances of the Storm Water Access capital projects fund were transferred to this fund. Note 3: The city received a number of intergovernmental grants related to capital improvement projects in 2023, which significantly increased the city's change in net position. 91 General Governmental Tax Revenues by Source Last Ten Fiscal Years (accrual basis of accounting) Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Change 2014-2023 $14 $12 $10 y $8 c 0 $6 $4 $2 $- 2014 2015 CITY OF MONTICELLO Property Tax Franchise Tax Increment Tax Total $ 8,393,374 $ 826,363 $ 357,409 $ 9,577,146 8,683,585 727,617 333,484 9,744,686 9,270,592 668,352 412,217 10,351,161 9,560,482 648,031 436,248 10,644,761 9,972,166 638,278 386,622 10,997,066 10,375,714 679,925 432,934 11,488,573 10,874,313 707,824 418,030 12,000,167 11,180,595 - 383,045 11,563,640 11,456,764 388,074 11,844,838 12,163,726 400,591 12,564,317 44.9% Tax Revenues by Source 2016 2017 2018 -100.0% 12.1 % 31.2% ■ Property Tax ■Tax Increment Franchise Tax < 2019 2020 2021 2022 2023 Note 1: The Economic Development Authority Fund was reclassified from a blended component unit to a discretely presented component unit in 2021. Tax increments are no longer reported in primary government. Prior years were not restated. Source: Finance Department M, CITY OF MONTICELLO Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General Fund Nonspendable $ 126,327 $ 113,302 $ 134,245 $ 110,869 $ 124,650 $ 135,139 $ 145,603 $ 142,846 $ 113,530 $ 122,287 Restricted - - - - - - - - - 639,732 Unassigned 4,204,731 4,873,494 6,142,475 6,918,224 6,984,828 6,542,111 6,494,632 6,481,936 6,929,266 7,416,654 Total general fund $ 4,331,058 $ 4,986,796 $ 6,276,720 $ 7,029,093 $ 7,109,478 $ 6,677,250 $ 6,640,235 $ 6,624,782 $ 7,042,796 $ 8,178,673 All other governmental funds Nonspendable $ 1,815,087 $ 4,259,743 $ 3,690,330 $ 23,488 $ 47,614 $ 72,028 $ 27,600 $ 29,474 $ 26,450 $ 30,255 Restricted 10,453,449 8,619,905 6,987,234 7,924,461 5,867,997 7,567,522 5,008,177 2,948,572 2,090,545 1,973,090 Assigned 7,321,744 11,109,806 13,320,718 16,910,080 17,145,463 21,227,605 24,358,352 13,684,148 13,757,727 12,631,948 Total all other governmental funds $ 19,590,280 $ 23,989,454 $ 23,998,282 $ 24,858,029 $ 23,061,074 $ 28,867,155 $ 29,394,129 $ 16,662,194 $ 15,874,722 $ 14,635,293 Note 1: The City made a fund structure change for the period ending December 31, 2013. Prior year data has not been restated as a result of this change. Note 2: The Economic Development Authority Fund was reclassified from a blended component unit to a discretely presented component unit in 2021. Tax increments are no longer reported in primary government. Prior years were not restated. 93 CITY OF MONTICELLO Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Revenues Property taxes $ 8,407,627 $ 8,638,401 $ 9,295,983 $ 9,593,445 $ 9,967,550 $ 10,375,468 $ 10,860,311 $ 11,196,762 $ 11,435,128 $ 12,120,024 Tax increments 826,363 727,617 668,352 648,031 638,278 679,925 707,824 - - - Franchise taxes 357,409 333,484 412,217 436,248 386,622 432,934 418,030 383,045 388,074 400,591 Special assessments 1,912,932 3,318,901 984,390 946,669 700,190 712,681 633,016 1,699,141 718,773 1,185,631 Licenses and permits 378,810 461,049 668,602 600,933 504,464 603,925 521,369 804,889 613,014 930,901 Intergovernmental 732,366 1,520,239 2,041,362 1,340,094 911,477 896,638 1,656,228 3,912,067 1,741,507 2,226,991 Charges for services 1,722,974 2,063,520 2,222,475 1,909,357 2,098,362 2,297,568 1,474,527 2,099,582 2,646,202 2,836,161 Fines and forfeitures 1,900 42,474 30,656 36,702 45,350 40,054 31,852 49,566 36,808 52,413 Investment earnings 738,956 261,856 357,112 364,786 351,620 930,128 641,446 (164,300) (845,528) 1,234,053 Interest on loans - - - - - 10,929 8,635 4,392 3,873 3,082 Other revenues 413,113 475,170 589,394 335,530 302,469 436,264 521,109 1,046,419 1,204,820 3,267,273 Total revenues 15,492,450 17,842,711 17,270,543 16,211,795 15,906,382 17,416,514 17,474,347 21,031,563 17,942,671 24,257,120 Expenditures General government 1,450,930 1,465,458 1,489,892 1,617,680 1,656,557 1,777,352 2,170,661 2,639,420 2,684,854 2,696,531 Public safety 1,845,073 1,972,986 2,036,777 2,178,728 2,354,453 2,449,765 2,743,954 2,874,183 2,989,883 3,263,979 Public works 1,793,162 1,734,562 1,941,750 2,009,481 2,079,305 2,393,638 1,899,315 2,123,898 2,406,209 2,609,129 Sanitation 517,956 563,477 600,300 614,328 615,586 610,944 681,948 754,132 784,052 817,199 Transit 10,000 40,000 41,250 3,191 18,333 - - - - - Recreation and culture 2,386,832 2,622,991 2,756,372 2,940,313 3,034,496 3,137,153 2,614,095 2,708,575 3,483,340 4,097,541 Economic development 1,084,620 1,237,107 530,746 486,706 1,210,053 871,950 1,917,973 - - - Capital outlay 2,220,883 2,238,365 6,235,029 5,430,272 9,708,481 7,941,452 4,910,889 7,405,428 2,999,832 12,304,059 Debt service Principal 5,411,000 5,028,000 5,681,653 3,921,000 2,285,000 2,855,000 3,385,000 6,555,000 2,315,000 2,160,000 Interest and fiscal charges 658,983 570,753 529,116 470,508 522,220 634,241 756,908 697,793 498,959 446,184 Bond issuance costs - 71,358 107,050 93,300 94,350 138,350 53,475 - - - Total expenditures 17,379,439 17,545,057 21,949,935 19,765,507 23,578,834 22,809,845 21,134,218 25,758,429 18,162,129 28,394,622 Excess of revenues over(under)expenditures (1,886,989) 297,654 (4,679,392) (3,553,712) (7,672,452) (5,393,331) (3,659,871) (4,726,866) (219,458) (4,137,502) Other financing sources (uses) Long-term debt issued 6,080,000 2,605,000 4,900,000 5,000,000 5,000,000 8,000,000 2,155,000 Premium (discount) on debt issued (12,374) 46,898 97,503 78,814 40,882 131,662 101,280 - - Saleofcapitalassets - 30,473 11,180 1,725 15,000 29,340 333,550 271,840 - 33,950 Transfers in 4,914,385 4,261,817 2,192,636 1,029,628 2,082,845 5,928,040 2,760,000 6,977,964 108,801 4,750,000 Transfers out (8,325,885) (2,186,930) (1,223,175) (944,335) (1,182,845) (3,321,858) (1,200,000) (8,751,621) (258,801) (750,000) Total other financing sources (uses) 2,656,126 4,757,258 5,978,144 5,165,832 5,955,882 10,767,184 4,149,830 (1,501,817) (150,000) 4,033,950 Net change in fund balances $ 769,137 $ 5,054,912 $ 1,298,752 $ 1,612,120 $ (1,716,570) $ 5,373,853 $ 489,959 $ (6,228,683) $ (369,458) $ (103,552) Debt service as percentage of noncapital expenditures 40.0 % 35.1 % 38.0 % 30.4 % 20.1 % 26.4 % 24.9 % 39.2% 18.2 % 16.1 Note 1: The city redeemed the judgment portion of the 2014A bonds early in 2021. Governmental Funds Tax Revenues by Source Last Ten Fiscal Years (modified accrual basis of accounting) Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Change 2014-2023 $14 $12 $10 �+ $8 c 0 $6 $4 $2 $- 2014 2015 2016 2017 CITY OF MONTICELLO Property Tax Franchise Tax Increment Tax Total $ 8,407,627 $ 826,363 $ 357,409 $ 9,272,270 8,638,401 727,617 333,484 9,591,399 9,295,983 668,352 412,217 9,699,502 9,593,445 648,031 436,248 10,376,552 9,967,550 638,278 386,622 10,677,724 10,375,468 679,925 432,934 10,992,450 10,860,311 707,824 418,030 11,488,327 11,196,762 - 383,045 11,986,165 11,435,128 - 388,074 11,579,807 12,120,024 - 400,591 12,520,615 44.2% Tax Revenues by Source lin 2018 2019 2020 -100.0% 12.1 % 35.0% ■ Property Tax ■Tax Increment ■Franchise Tax 2021 2022 2023 Note 1: The Economic Development Authority Fund was reclassified from a blended component unit to a discretely presented component unit in 2021. Tax increments are no longer reported in primary government. Prior years were not restated. Source: Finance Department 40 CITY OF MONTICELLO Tax Capacity Value and Estimated Market Value of Taxable Property Last Ten Fiscal Years Total Net Tax Real Property Taxable Net Capacity as a Fiscal Residential % of Commercial % of Personal % of Ag/Misc % of Tax Capacity % of Total Direct Total Percentage of Year Property Total Property Total Property Total Property Total Value Total Tax Rate Market Value Market Value 2014 $ 5,408,138 21.9% $ 18,818,097 76.4% $ 235,713 1.0% $ 184,750 0.7% $ 24,646,698 100.0% 44.709 $ 1,513,570,400 1.6% 2015 5,861,759 22.1% 20,316,219 76.4% 238,732 0.9% 164,516 0.6% 26,581,226 100.0% 35.737 1,712,125,200 1.6% 2016 6,505,649 23.0% 21,386,874 75.6% 248,668 0.9% 166,437 0.6% 28,307,628 100.0% 34.471 1,828,437,600 1.5% 2017 7,325,880 24.2% 22,510,588 74.4% 272,344 0.9% 141,596 0.5% 30,250,408 100.0% 33.172 1,962,020,100 1.5% 2018 8,086,159 27.1% 21,262,918 71.4% 286,580 1.0% 148,899 0.5% 29,784,556 100.0% 32.333 1,974,154,400 1.5% 2019 8,924,604 29.2% 21,267,629 69.5% 274,720 0.9% 143,962 0.5% 30,610,915 100.0% 34.262 2,054,313,700 1.5% 2020 9,422,801 29.6% 21,941,590 69.0% 296,422 0.9% 135,311 0.4% 31,796,124 100.0% 34.967 2,135,371,400 1.5% 2021 10,298,432 32.4% 21,153,822 66.5% 188,572 0.6% 187,144 0.6% 31,827,970 100.0% 35.659 2,173,573,500 1.5% 2022 12,798,435 36.3% 22,043,296 62.5% 213,032 0.6% 223,509 0.6% 35,278,272 100.0% 36.536 2,466,129,200 1.4% 2023 14,875,755 39.0% 22,849,158 59.9% 187,532 0.5% 256,634 0.7% 38,169,079 100.0% 34.991 2,702,176,000 1.4% $40 1 $35 $30 $25 $20 2 $15 $10 $5 $- 2014 Total Taxable Net Tax Capacity Value (Excludes Personal and Ag/Misc Property) 2015 2016 2017 2018 2019 2020 2021 2022 2023 Note 1: The fiscal year is for the values in the year levied (for taxes collectible in the following year). Note 2: Tax exempt property values are not included in total taxable net tax capacity value. Source: Wright County Certificate of Taxes and Taxable Properties. ■ Residential ■ Commercial CITY OF MONTICELLO Property Tax Rates - All Direct and Overlapping Governments Last Ten Fiscal Years City Wright Year of Monticello County 2014 44.71 43.45 2015 35.74 40.59 2016 34.47 39.97 2017 33.17 39.60 2018 32.33 39.95 2019 34.26 44.27 2020 34.97 44.42 2021 35.66 43.72 2022 36.54 43.75 2023 34.99 37.85 Overlapping Taxing Districts Monticello School District #882 28.27 22.88 20.86 16.24 15.62 19.97 15.87 15.39 15.46 12.87 Property Tax Rates For the three highest taxing authorities 50 45 40 35 30 25 Of 20 15 10 5 0 2014 2015 2016 2017 Special Districts 1.08 1.02 1.09 1.20 1.18 1.18 1.25 1.17 2018 2019 2020 2021 2022 2023 Total (1) Direct and Overlapping 116.43 99.21 96.38 90.03 89.00 99.70 96.44 95.95 97.00 86.88 f Wright County -♦ School District #882 -City of Monticello Note 1: Information reflects total tax rates levied by each entity. Tax rates are expressed in terms of "net tax capacity." A property's tax capacity is determined by multiplying its taxable market value by a state determined class rate. Class rates vary by property type and change periodically based on state legislation. Components of the direct rate are not readily available. Source: Wright County W9 CITY OF MONTICELLO Property Tax Levies and Collections Last Ten Fiscal Years PROPERTY TAXES Collected within the Total Collections Net Tax Year of the Net Levy Collections in to Date Abatements Total Uncollected Fiscal Levy for % of Subsequent % of and % of Year Fiscal Year Amount Net Levy Years Amount Net Levy Adjustments Amount Net Levy 2014 $ 8,151,086 $ 8,109,373 99.5% $ 34,563 $ 8,143,936 99.9% $ (7,013) $ 137 0.0% 2015 8,535,565 8,498,745 99.6% 24,039 8,522,784 99.9% (12,524) 257 0.0% 2016 9,205,700 9,177,787 99.7% 24,483 9,202,270 100.0% (3,430) - 0.0% 2017 9,430,000 9,416,303 99.9% 12,151 9,428,454 100.0% (1,546) 0.0% 2018 9,870,000 9,850,163 99.8% 11,274 9,861,437 99.9% (8,563) 0.0% 2019 10,310,000 10,289,339 99.8% 26,261 10,315,600 100.1 % 5,600 0.0% 2020 10,800,000 10,770,454 99.7% (1,534) 10,768,920 99.7% (41,156) (10,076) -0.1% 2021 11,063,700 11,053,758 99.9% 8,961 11,062,719 100.0% 3,297 4,278 0.0% 2022 11,353,000 11,314,942 99.7% (5,584) 11,309,358 99.6% (36,482) 7,160 0.1% 2023 12,050,000 12,025,700 99.8% - 12,025,700 99.8% 71,497 95,797 0.8% Source: Wright County s: Principal Property Taxpayers Current Year and Nine Years Ago Taxpayer Xcel Energy (Northern States) IRET Properties Deephaven Development LLC Mills Fleet Farm (Venturian Holdings) Target Corporation Clear Creek Land Company, LLC Walmart Real Estate Bus Trust Monticello Sr Housing Own LLC UMC Real Estate LLC CentraCare (Monti -Big Lake Comm Hosp) Home Depot USA, Inc. Spirit Master Funding (Muller Theatres) AX TC Retail, LP BBF Properties Tapper's Holdings, LLC Minnegasco Inc 2023 Percentage Taxable Total (1) Net Tax Net Tax Market Capacity Capacity Value Value Rank Value $ 658,505,400 $ 13,154,350 1 34.5% 41,824,300 522,804 2 1.4 30,548,200 381,872 3 1.0% 14,905,800 295,116 4 0.8% 11,767,800 234,606 5 0.6% 11,589,500 230,290 6 0.6% 11,402,200 227,294 7 0.6% 14,028,800 175,360 8 0.5% 8,799,000 174,480 9 0.5% 8,362,800 167,256 10 0.4 $ 811,733,800 $ 15,563,428 40.8% (1) The market value and taxable net tax capacity value is for taxes levied in 2023, which are payable in 2024. Source: Wright County Certificate of Taxes and Taxable Properties and 2014 City of Monticello Financial Report CITY OF MONTICELLO 2014 Percentage Taxable Total Net Tax Net Tax Market Capacity Capacity Value Value Rank Value $464,619,100 $ 9,285,841 1 48.8% 10,120,400 201,658 3 1.1 12,542,500 250,100 2 1.3% 7,544,100 150,882 4 0.8% 7,000,000 139,250 5 0.7 5,511,400 109,097 6 0.6% 5,154,900 101,598 7 0.5% 3,977,300 78,796 8 0.4 3,956,800 77,636 9 0.4 3,874,500 77,490 10 0.4 $ 524,301,000 $ 10,472,348 55.1 M CITY OF MONTICELLO New Construction and Bank Deposits Last Ten Fiscal Years Building Permits Bank Deposits (000s) New New New New Total New Commercial Commercial Residential Residential Residential & Percent Year Permits Value Permits Value Commercial Total (1) Change 2014 3 $ 2,106,000 72 $ 12,317,617 $ 14,423,617 $ 1,486,376 4.3% 2015 2 763,000 44 8,836,399 9,599,399 1,557,782 4.8% 2016 7 19,425,000 61 12,750,071 32,175,071 1,643,984 5.5% 2017 3 3,270,264 64 13,358,118 16,628,382 1,765,565 7.4% 2018 4 6,783,829 58 12,148,575 18,932,404 1,827,691 3.5% 2019 4 7,228,571 56 10,712,880 17,941,451 1,915,042 4.8% 2020 1 1,050,000 68 12,473,308 13,523,308 2,387,138 24.7% 2021 4 6,112,240 95 21,993,822 28,106,062 2,736,992 14.7% 2022 5 23,075,719 35 9,763,675 32,839,394 2,828,229 3.3% 2023 7 21,060,426 46 38,596,935 59,657,361 2,737,682 -3.2% New Residential and Commercial Construction $40,000,000 $35,000,000 $30,000,000 $25,000,000 ■ Residential $20,000,000 ■ Commercial $15,000,000 $10,000,000 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 (1) Reported for Wright County as of June 30 Source: City of Monticello building department and FDIC Market Share Report=. Water Sold by Customer Type Last Ten Fiscal Years (gallons) Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 % of Residential Total 328,835,772 68.2% 325,188,041 68.1 % 329,068,876 67.7% 371,596,967 67.7% 352,322,681 67.3% 307,411,101 64.0% 392,258,038 70.1% 442,964,466 71.6% 409,192,333 69.5% 435,136,857 69.2% 700 600 500 c 400 0 300 200 100 0 2014 CITY OF MONTICELLO Total % of % of % of Water % of Commercial Total Industrial Total Government Total Sold Total 79,370,922 16.5% 38,308,124 7.9% 35,566,000 7.4% 482,080,818 100.0% 76,283,322 16.0% 38,897,216 8.1% 37,005,919 7.8% 477,374,498 100.0% 77,795,226 16.0% 42,407,860 8.7% 36,647,583 7.5% 485,919,545 100.0% 93,770,712 17.1% 43,220,312 7.9% 40,409,649 7.4% 548,997,640 100.0% 89,911,481 17.2% 43,067,083 8.2% 38,128,401 7.3% 523,429,646 100.0% 93,783,767 19.5% 44,120,527 9.2% 35,187,913 7.3% 480,503,308 100.0% 92,058,431 16.5% 39,630,515 7.1% 35,351,965 6.3% 559,298,949 100.0% 97,483,202 15.8% 39,768,999 6.4% 38,252,736 6.2% 618,469,403 100.0% 96,391,875 16.4% 45,202,637 7.7% 37,749,850 6.4% 588,536,695 100.0% 106,026,233 16.9% 46,522,096 7.4% 40,900,149 6.5% 628,585,335 100.0% Water Sold by Customer Type (gallons) 2015 2016 2017 2018 2019 2020 2021 2022 2023 Source: City of Monticello utility billing department ■ Government ■ Industrial ■ Commercial ■ Residential `IIS CITY OF MONTICELLO Water and Sewer Utility Rates Last Ten Fiscal Years 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Water Fund Residential & Commercial Base Rate - First 500 CF $ 17.00 $ 17.85 $ 18.85 $ - $ $ - $ $ - $ $ - 501 - 4000 per 100 CF 1.13 1.19 1.22 - - - - 4,001 - 13,369 per 100 CF 1.31 1.38 1.41 - - - Over 13,369 per 100 CF 1.43 1.50 1.50 - - - - Residential Base Rate - First 1,000 gal - - - 6.45 6.95 7.10 7.10 7.81 8.04 8.68 1,001 - 6,500 per 1,000 gal - 1.66 1.70 1.74 1.74 1.83 1.88 2.03 6,501 - 10,000 per 1,000 gal - 1.66 1.70 1.74 1.74 1.83 1.88 2.35 10,001 - 11,500 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.35 11,501 - 16,500 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.58 16,501 - 33,000 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.80 Over 33,000 per 1,000 gal - 2.09 2.15 2.21 2.21 2.32 2.39 3.00 State Connection Fee - - - - 0.81 0.81 0.81 0.81 Commercial Base Rate - First 1,000 gal - 6.45 6.95 7.10 7.10 7.81 8.04 8.68 1,001 - 6,500 per 1,000 gal - 1.66 1.70 1.74 1.74 1.83 1.88 2.03 6,501 - 10,000 per 1,000 gal - 1.66 1.70 1.74 1.74 1.83 1.88 2.35 10,001 - 11,500 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.35 11,501 - 16,500 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.35 16,501 - 33,000 per 1,000 gal - 1.92 1.97 2.02 2.02 2.12 2.18 2.35 Over 33,000 per 1,000 gal - 2.09 2.15 2.21 2.21 2.32 2.39 2.58 State Connection Fee - - - - 0.81 0.81 0.81 0.81 Sewer Fund Residential & Commercial Base Rate - First 500 CF 20.65 21.69 22.69 - - - Over 500 per 100 CF 3.70 3.89 3.97 - - - - - - - Residential & Commercial Base Rate - First 1,000 gal - - - 8.05 8.75 9.00 9.18 10.10 10.40 10.61 Over 1,000 per 1,000 gal - 5.48 5.63 5.77 5.89 6.19 6.38 6.51 Note 1: The City began billing monthly in 2017 and transitioned from billing per cubic foot (CF) to billing per gallon (gal). Note 2: Usage levels per tier were changed in 2023. 102 Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental activities General obligation bonds Special assessment Other Tax abatement Net premium (discount) Total GO bonds Certificates of indebtedness Total general obligation debt Non -general obligation bonds Revenue bonds Total governmental activites Business -type activities General obligation revenue bonds Non -general obligation PFA notes Net premium (discount) Total business -type activities Total primary government % of personal income (1) Per capita debt (1) CITY OF MONTICELLO 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ 12,203,653 $ 11,689,653 $ 12,730,000 $ 12,695,000 $ 10,925,000 $ 9,200,000 $ 9,290,000 $ 8,050,000 $ 6,780,000 $ 5,680,000 10,487,000 9,563,000 7,686,000 5,785,000 5,375,000 11,600,000 10,770,000 5,960,000 5,435,000 4,905,000 - - - 2,960,000 7,800,000 8,390,000 7,845,000 7,280,000 6,700,000 6,110,000 67,350 190,196 159,266 128,336 105,777 69,187 44,028 18,869 - - 22,758,003 21,442,849 20,575,266 21,568,336 24,205,777 29,259,187 27,949,028 21,308,869 18,915,000 16,695,000 385,000 325,000 265,000 200,000 135,000 70,000 - - - - 23,143,003 21,767,849 20,840,266 21,768,336 24,340,777 29,329,187 27,949,028 21,308,869 18,915,000 16,695,000 985,000 - - - - - - - - - $ 24,128,003 $ 21,767,849 $ 20,840,266 $ 21,768,336 $ 24,340,777 $ 29,329,187 $ 27,949,028 $ 21,308,869 $ 18,915,000 $ 16,695,000 $ 3,206,347 $ 2,930,347 $ 2,460,000 $ 2,280,000 $ 2,095,000 $ 1,910,000 $ 1,720,000 $ 1,525,000 $ 1,325,000 $ 1,120,000 - 615,268 1,927,850 1,998,402 1,903,000 1,800,000 1,696,000 1,591,000 1,485,000 1,378,000 31,941 30,339 27,354 23,495 21,510 19,524 17,539 15,553 - - $ 3,238,288 $ 3,575,954 $ 4,415,204 $ 4,301,897 $ 4,019,510 $ 3,729,524 $ 3,433,539 $ 3,131,553 $ 2,810,000 $ 2,498,000 $ 27,366,291 $ 25,343,803 $ 25,255,470 $ 26,070,233 $ 28,360,287 $ 33,058,711 $ 31,382,567 $ 24,440,422 $ 21,725,000 $ 19,193,000 4.8% 4.3% 4.1% 4.1% 4.2% 4.6% 4.0% 2.8% 2.4% Not Available $ 2,106 $ 1,931 $ 1,899 $ 1,944 $ 2,093 $ 2,399 $ 2,260 $ 1,691 $ 1,486 $ 1,272 (1) See the Schedule of Demographic and Economic Statistics. Source: Details regarding the city's outstanding debt can be found in the notes to basic financial statements. 103 CITY OF MONTICELLO Ratios of Net General Obligation Bonded Debt Outstanding Last Ten Fiscal Years Percentage of Less Net Estimated General Position Actual Market Obligation Restricted for Value of Year Bonds (1) Debt Service Total Property (2) Per Capita (3) 2014 $ 26,349,350 $ 9,942,901 $ 16,406,449 1.08% $ 1,263 2015 24,728,535 9,266,800 15,461,735 0.90% 1,178 2016 23,327,620 7,009,231 16,318,389 0.89% 1,227 2017 24,071,831 6,359,147 17,712,684 0.90% 1,321 2018 26,457,287 6,082,504 20,374,783 1.03% 1,503 2019 31,258,711 5,251,080 26,007,631 1.27% 1,887 2020 29,686,567 2,565,047 27,121,520 1.27% 1,953 2021 22,849,422 2,185,818 20,663,604 0.95% 1,430 2022 20,240,000 2,237,657 18,002,343 0.73% 1,231 2023 17,815,000 2,322,454 15,492,546 0.57% 1,027 (1) Does not include revenue bonds. (2) See the Schedule of Taxable Net Tax Capacity Value and Estimated Market Value of Taxable Property for the estimated actual market value. (3) See the Schedule of Demographic and Economic Statistics. Source: Details regarding the city's outstanding debt can be found in the notes to basic financial statements. 104 Legal Debt Margin Information Last Ten Fiscal Years Fiscal Year 2014 2015 2016 2017 2018 2019 Legal debt limit $ 45,407,112 $ 51,363,756 $ 54,853,128 $ 58,860,603 $ 59,224,632 $ 61,629,411 Total net debt applicable to debt limit 10,872.000 9,888,000 7,951,000 8,945,000 13,310.000 20,060.000 Legal debt margin $ 34.535.112 $ 41.475.756 $ 46.902.128 $ 49.915.603 $ 45.914.632 $ 41.569.411 Total net debt applicable to debt limit as a percentage of debt limit 23.9% 19.3% 14.5% 15.2% 22.5% 32.5% CITY OF MONTICELLO 2020 2021 2022 2023 $ 64,061,142 $ 65,207,205 $ 73,983,876 $ 81,065,280 14,390.000 9,215,000 8,315,000 7,400,000 $ 49.671.142 $ 55.992.205 $ 65.668.876 $ 73.665.280 22.5% 14.1% 11.2% Legal Debt Margin Calculation Market value for fiscal year 2023 (payable 2024) Debt limit (3% of market value) Debt applicable to limit General obligation bonds $ 17,815,000 Less amounts for general obligation bonds not subject to debt limit (10,415,000) Total net debt applicable to limit Legal debt margin Source: Details regarding the city's outstanding debt can be found in the notes to basic financial statements. Market value data provided in Wright County Certificate of Taxes and Taxable Properties. 9.1 % $ 2,702,176,000 $ 81,065,280 7,400,000 $ 73.665.280 105 CITY OF MONTICELLO Computation of Direct and Overlapping Debt As of December 31, 2023 Estimated Gross Percentage Amount Bonded Debt Applicable Applicable to Jurisdiction Outstanding to City (1) City DIRECT DEBT: City of Monticello $ 16,695,000 100.0% $ 16,695,000 OVERLAPPING DEBT: I.S.D.882 40,890,000 73.5% 30,054,150 Wright County 126,585,000 13.5% 17,088,975 Total Overlapping Debt 47,143,125 Total direct and overlapping debt $ 63,838,125 (1) The percentage of overlapping debt applicable is estimated using taxable assessed property values. Applicable percentages were estimated by determining the portion of the government's taxable assessed value that is within the City's boundaries and dividing it by the government's total taxable assessed value. Note: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City. This process recognizes that, when considering the government's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident and, therefore, responsible for repaying the debt of each overlapping government. Source: The Wright County auditor provided the debt outstanding and estimated applicable percentages for the school district and county. 9119 CITY OF MONTICELLO Schedule of General Obligation Revenue Bond Coverage Last Ten Fiscal Years Sewer Fund: Net Revenue Gross Operating Available for Debt Service Requirements (3) Year (3) Revenues(l) Expenses(2) Debt Service Principal Interest Total Coverage 2015 $ 2,083,122 $ 1,479,157 $ 603,965 $ 276,000 $ 84,158 $ 360,158 167.7% 2016 2,223,252 1,411,831 811,421 570,830 78,002 648,832 125.1% 2017 2,472,774 1,552,617 920,157 289,000 63,823 352,823 260.8% 2018 2,581,833 1,674,428 907,405 287,149 81,125 368,274 246.4% 2019 2,443,856 1,596,714 847,142 288,000 76,826 364,826 232.2% 2020 2,559,354 1,663,234 896,120 294,000 72,972 366,972 244.2% 2021 2,686,445 1,777,133 909,312 300,000 67,126 367,126 247.7% 2022 2,925,917 1,980,086 945,831 306,000 61,817 367,817 257.1% 2023 3,014,189 1,965,772 1,048,417 312,000 56,041 368,041 284.9% (1) Total revenues does not include investment earnings. (2) Total operating expenses excluding depreciation. Source: Finance Department 107 CITY OF MONTICELLO Demographic and Economic Statistics Last Ten Fiscal Years Per Estimated Capita Unemployment School Personal Personal Year Population (1) rate (2) Enrollment (3) Income (4) Income (5) 2014 12,993 4.2% 4,010 $ 568,235,862 $ 43,734 2015 13,125 4.0% 4,115 593,538,750 45,222 2016 13,299 4.3% 4,027 616,887,414 46,386 2017 13,409 3.6% 4,075 641,660,877 47,853 2018 13,553 3.6% 4,158 677,785,530 50,010 2019 13,782 3.7% 4,053 715,010,160 51,880 2020 13,886 4.7% 4,099 787,377,858 56,703 2021 14,455 2.8% 4,113 872,966,360 60,392 2022 14,619 3.3% 4,206 914,550,021 62,559 2023 15,087 2.8% 4,237 Not Yet Available Not Yet Available Notes/sources: (1) Minnesota State Demographic Center population estimates. (2) Annual average unemployment rate for Wright County provided by the Minnesota Department of Employment & Economic Development. (3) ISD No. 882 enrollment information was obtained from the District's Financial Report for the year ended June 30, 2022. (4) This estimated personal income number is calculated by taking the per capita personal income and multiplying it by the City's population. Also see note (5) regarding the per capita personal income figures. (5) Per capita personal income data is provided by the Bureau of Economic Analysis. Monticello's estimates are based on Wright County information. Wright County, where Monticello is located, is the smallest, relevant statistical tracking area. Data is subject to annual revisions by the Bureau of Economic Analysis. 911- CITY OF MONTICELLO Principal Employers Current Year and Nine Years Ago 2023 2014 Percentage of Percentage of Total City Total City Employer Employees Rank Employment (1) Employees Rank Employment (1) ISD No. 882 (Monticello) 684 1 8.3% 544 2 5.3% Xcel Energy (Northern States) 650 2 7.9% 2,000 1 19.6% CentraCare Medical Center (New River) 577 3 7.0% 500 3 4.9% Cargill Kitchen Solutions (Sunny Fresh) 425 4 5.1% 350 4 3.4% Target 307 5 3.7% Wal-Mart Supercenter 225 6 2.7% 325 5 3.2% Ultra Machine Corporation 215 7 2.6% 173 7 1.7% City of Monticello 176 8 2.1% 150 9 1.5% Home Depot 157 9 1.9% 160 8 1.6% WSI Industries, Inc. 120 10 1.5% Cub Foods 180 6 1.8% Hoglund Bus/Hoglund Truck 88 10 0.9% 2,852 40.4% 4,470 43.8% (1) The city estimates its workforce by using the city's percentage of total county population and multiplying that number by the county's total workforce. Source: City of Monticello Employment Survey and 2014 City of Monticello ACFR. if[19 CITY OF MONTICELLO City Government Employees by Function/Program Last Ten Fiscal Years Fiscal Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Employees by function General Fund General government 12.50 12.50 13.50 11.50 11.50 11.50 11.75 9.50 10.70 10.05 Public safety Building 3.00 4.00 4.00 4.00 3.00 3.00 3.00 3.00 4.20 5.20 Fire 3.80 3.80 3.80 3.80 3.80 3.80 3.80 4.80 4.90 3.90 Public works Engineering 1.00 1.00 1.00 1.00 2.00 2.00 2.00 3.25 2.65 2.65 Maintenance(1) 18.50 18.50 18.50 10.50 9.50 9.60 8.80 7.80 8.00 8.40 Recreation and culture Parks (1) 5.00 5.00 5.00 13.00 10.00 8.90 9.90 9.60 10.30 10.10 Community development 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Special Revenue Funds Recreation and culture Community center - FT 7.50 7.50 7.50 7.50 7.50 7.50 7.50 6.00 6.00 6.00 Community center - PT(2) 36.50 36.50 36.50 38.10 37.30 35.00 14.70 7.40 12.05 14.75 Enterprise Funds Utilities 4.00 5.00 5.00 6.00 6.00 6.50 6.50 8.65 8.75 8.90 Deputy registrar 5.00 5.00 5.00 7.50 7.00 7.60 6.80 7.50 8.35 7.55 Liquor store 11.50 11.50 11.50 12.40 13.10 14.20 11.90 10.20 10.95 11.65 FiberNet (3) 8.50 8.50 - - - - - - - - Internal Services Funds Facilities maintenance - - 0.50 1.10 1.10 Information technology 0.40 1.00 1.00 Discrete Component Unit Fund Economic Development - - 1.00 1.00 1.00 1.00 1.20 1.20 1.50 1.60 Total 117.80 119.80 113.30 117.30 112.70 111.60 88.85 80.80 91.45 93.85 Employees by fund type General Fund 44.80 45.80 46.80 44.80 40.80 39.80 40.25 38.95 41.75 41.30 Special Revenue Funds 44.00 44.00 44.00 45.60 44.80 42.50 22.20 13.40 18.05 20.75 Enterprise Funds 29.00 30.00 21.50 25.90 26.10 28.30 25.20 27.25 30.15 30.20 Discrete Component Unit Fund - - 1.00 1.00 1.00 1.00 1.20 1.20 1.50 1.60 117.80 119.80 113.30 117.30 112.70 111.60 88.85 80.80 91.45 93.85 FT = Full-time PT = Part-time (1) Includes seasonal employees (2) Reduction in 2020 was due to COVID-19 pandemic. (3) Management and operations were contracted out beginning July 1, 2016. Source: City of Monticello Human Resources Department loll] CITY OF MONTICELLO Operating Indicators by Function Last Ten Fiscal Years Fiscal Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Function Fire Calls for service 286 262 270 312 269 294 272 373 384 389 Public works Salt (tons) 385 534 525 461 585 752 730 700 600 620 Sand (tons) 600 285 300 397 329 432 400 - 24 29 Crack sealant (pounds) 23,282 29,580 49,039 46,721 46,868 47,176 44,456 18,276 - - Asphalt repairs (tons of asphalt) 190 293 220 167 164 492 443 527 664 1,053 Recreation and culture Shade trees planted 270 257 280 320 305 314 220 300 75 75 Diseased trees removed 46 208 60 40 12 15 6 25 15 20 Trails maintained (miles) 18 18 20 40 40 41 41 42 43 43 Community center users 204,134 199,228 197,523 188,124 183,523 183,521 71,632 94,448 117,942 N/A Program sales $ 184,125 $ 213,924 $ 193,628 $ 162,461 $ 183,194 $ 112,506 $ 17,930 $ 44,837 $ 62,486 $ 50,276 Rental revenue $ 150,964 $ 154,938 $ 168,353 $ 190,343 $ 199,200 $ 197,351 $ 73,096 $ 136,722 $ 183,114 $ 187,166 Library Items checked out 199,182 195,235 190,433 182,986 182,691 171,460 112,334 143,223 138,428 134,747 Programs offered 169 167 212 290 287 243 102 104 133 134 Program participants 3,788 3,919 4,306 5,336 5,059 4,788 4,810 1,772 3,317 2,801 Economic development Permits issued 721 768 802 911 856 837 957 1,008 909 1,122 Permit valuation $ 19,714,895 $ 36,242,742 $ 59,426,683 $ 43,853,123 $ 33,125,788 $ 45,723,446 $ 32,453,366 $ 66,827,121 $ 41,989,848 $ 76,068,705 New residential dwellings 72 44 61 64 58 56 68 95 35 46 Water Meters read 16,099 16,520 16,800 51,240 52,092 52,752 53,496 54,564 56,402 55,924 Meters/remotes replaced 598 694 991 734 606 426 54 58 75 83 Water valves maintained 242 436 400 400 401 447 120 533 479 475 Hydrants maintained 203 430 250 177 172 428 153 216 225 468 Residential water gallons uses 328,835,772 325,188,041 329,068,876 371,596,967 352,322,681 307,411,101 392,258,038 442,964,466 409,192,333 435,136,857 Avg. daily consumption (MG; 1.400 1.308 1.419 1.580 1.540 1.401 1.650 1.846 1.717 1.784 Max. daily gallons pumped (MG; 4.031 3.203 3.450 4.168 3.400 3.064 4.295 4.648 4.179 4.133 Sewer Sewer flow (MG) 435 417 432 445 434 473 446 482 425 433 Thickened sludge (wet tons) 1,924 1,549 1,449 1,578 2,115 2,145 2,072 2,207 2,231 2,132 Thickened sludge (dry tons; 264 236 216 229 333 336 314 336 317 303 Dry tons as % of wet tons 0 15.24% 14.91 % 14.51 % 15.74% 15.66% 15.48% 15.22% 14.21 % 14.21% (continued) 111 Operating Indicators by Function Last Ten Fiscal Years (continued) Fiber optics Customers Service subscriptions TV customers Phone customers Internet customers Liquor store Transactions Average liquor sale transaction Beer sales Liquor sales Wine sales Other sales Gross profit margin % - beer Gross profit margin % - liquor Gross profit margin % - wine Annual sales increase Deputy registrar (DMV) Motor vehicle transactions DNR transactions Game/fish transactions Drivers licenses transactions Total transactions Dealerships serviced Net revenue per transaction CITY OF MONTICELLO Fiscal Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 1,539 1,574 1,630 1,671 1,639 1,701 1,851 1,842 1,786 1,723 2,755 2,656 2,589 2,528 2,388 2,381 2,439 2,394 2,283 2,182 813 714 641 543 458 395 323 289 256 233 582 518 461 431 386 362 315 297 275 248 1,360 1,424 1,487 1,554 1,544 1,624 1,801 1,808 1,752 1,701 229,236 237,535 235,901 248,356 261,071 267,276 260,957 250,962 249,604 240,982 $ 21.90 $ 22.42 $ 22.39 $ 22.42 $ 22.56 $ 23.07 $ 27.48 $ 27.32 $ 27.72 $ 28.13 $ 2,604,942 $ 2,763,478 $ 2,768,394 $ 2,933,853 $ 3,074,408 $ 3,252,142 $ 3,838,912 $ 3,665,223 $ 3,695,976 $ 3,571,363 $ 1,546,118 $ 1,634,198 $ 1,624,908 $ 1,739,562 $ 1,909,953 $ 2,019,096 $ 2,351,072 $ 2,276,808 $ 2,340,709 $ 2,350,700 $ 868,779 $ 927,732 $ 889,082 $ 894,151 $ 904,385 $ 894,005 $ 982,113 $ 915,444 $ 882,772 $ 855,693 $ 145,903 $ 166,654 $ 171,420 $ 192,615 $ 201,482 $ 212,052 $ 232,452 $ 249,112 $ 253,581 $ 273,155 21.4% 25.6% 21.1% 23.2% 21.4% 22.5% 21.2% 23.8% 24.5% 23.4% 30.3% 29.8% 29.0% 26.6% 29.0% 30.1% 30.7% 28.9% 30.9% 30.6% 30.7% 31.5% 32.5% 34.4% 32.5% 31.8% 33.4% 29.6% 27.0% 31.1% 2.4% 6.3% -0.7% 5.6% 5.7% 4.7% 16.1% -4.0% 0.9% -1.7% 60,051 64,927 67,508 70,605 110,574 129,825 115,466 88,875 77,515 77,870 5,949 5,914 6,318 5,873 7,009 8,148 8,424 8,759 9,984 8,950 433 387 600 647 549 709 311 265 245 264 1,462 1,294 1,465 1,390 1,411 1,283 2,927 3,885 3,334 3,326 67,895 72,522 75,891 78,515 119,543 139,965 127,128 101,784 91,078 90,410 19 19 21 27 28 30 32 32 43 74 $ 2.91 $ 3.02 $ 3.05 $ 2.66 $ 2.21 $ 3.48 $ 2.15 $ 1.16 $ 1.30 $ 2.89 N/A = Not Available MG = Millions of Gallons Notes: Indicators are not available for the general government function. The City transitioned from quarterly to monthly utility billing in 2017. State implementation of MNLARS changed how transactions are counted in 2018. Additionally, in late 2020, the DMV's system changed again to MNDrive, which also counts transactions differently Sources: Various city departments 112 CITY OF MONTICELLO Capital Assets Statistics by Function Last Ten Fiscal Years 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Function Public safety Fire Fire stations in service 1 1 1 1 1 1 1 1 1 1 Number of volunteers 30 30 30 30 30 30 30 30 30 30 Public works Streets (miles) 68.0 68.0 68.0 69.0 70.0 70.0 70.0 70.0 81.0 81.0 Recreation and culture Parks acreage maintained 180 180 185 320 320 360 360 365 365 365 Parks 30 30 30 30 30 30 30 30 30 30 Park buildings 15 15 15 15 18 18 18 19 19 19 Community center (sq. ft.) 82,000 82,000 82,000 82,000 82,000 82,000 82,000 82,000 82,000 82,000 Water Fire hydrants 700 700 700 700 700 700 700 700 700 700 Note: No capital asset indicators are available for the general government and economic development functions. Note: The city contributed jointly -owned land at the Bertram Chain of Lakes to Wright County in 2015. Source: Various city departments 113 Schedule of Cash Flows Adjusted for Additional City Funding of Fiber Optics Fund Last Nine Fiscal Years Cash flows from operating activities Cash received from customers and users Cash paid to suppliers for goods and services Cash paid to employees Cash paid to other funds for services provided Net cash used by operating activities Cash flows from noncapital financing activities Transfers from other funds Franchise fees Intergovernmental revenues Net cash provided by noncapital financing activities Cash flows from capital and related financing activities Sale of assets Acquisition of capital assets Net cash provided (used) by capital and related financing activities Cash flows from investing activities Interest on investments Net increase (decrease) in cash and cash equivalents Additional city funding Transfer from liquor fund 2014A debt service paid by property tax levy/fund balance Adjusted net decrease in cash and cash equivalents $1,000,000 $(1,000,000) $(2,000,000) $(3,000,000) $(4,000,000) $(5,000,000) 2015 2016 2017 CITY OF MONTICELLO 2015 2016 2017 2018 2019 2020 2021 2022 2023 $ 1,733,236 $ 1,613,032 $ 1,886,377 $ 1,679,899 $ 1,789,793 $ 1,819,710 $ 1,924,721 $ 2,146,870 $ 2,004,258 (1,332,231) (1,657,929) (1,955,033) (1,877,048) (1,465,167) (1,545,323) (1,811,460) (1,669,489) (1,280,934) (565,657) (322,670) (18,367) (205) (244) (4,086) (2,265) - - (24,291) (26,929) (1,530) (1,194) (1,050) (1,050) (820) (424) (188,943) (394,496) (87,023) (198,884) 323,188 269,251 109,946 476,561 722,900 450,000 350,000 180,000 130,000 - - - - - - - - - - 53,000 20,587 - - - - 82,063 - - 450,000 350,000 180,000 130,000 82,063 53,000 20,587 29,850 - - - - - - - (171,210) (92,701) (199,209) (198,713) 29,850 - - - (171,210) (92,701) (199,209) (198,713) 8,255 5,783 4,490 3,216 16,259 14,001 (4,496) (37,000) 70,617 299,162 (38,713) 97,467 (65,668) 339,447 194,105 12,749 293,352 615,391 (450,000) (350,000) (180,000) (130,000) - - - - - (163,712) (515,519) (512,086) (512,665) (512,357) (511,638) (4,438,821) - - $ (314,550) $ (904,232) $ (594,619) $ (708,333) $ (172,910) $ (317,533) $ (4,426,072) $ 293,352 $ 615,391 Fiber Optics Fund Cash Flows t� / Net increase (decrease) in cash and cash equivalents Transfer from liquor fund 2014A debt service paid by property tax levy/fund balance -Adjusted net decrease in cash and cash equivalents 2018 2019 2020 2021 2022 2023 114 \\ � CITY OF :a Montice-,o Back Cover it Other Required Reports City of Monticello Monticello, Minnesota For the year ended December 31, 2023 Edina Office Mankato Office 5201 Eden Avenue, Ste 250 100 Warren Street, Ste 600 AIPU# Edina, MN 55436 Mankato, MN 56001 Lighting the path forward P 952.835.9090 P 507.625.2727 ++gyres Scottsdale Office 14500 N Northsight Blvd, Ste 233 Scottsdale, AZ 85260 P 480.864.5579 City of Monticello, Minnesota Other Required Reports Table of Contents For the Year Ended December 31, 2023 Other Required Reports Independent Auditor's Report on Minnesota Legal Compliance Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards Federal Financial Award Programs Independent Auditor's Report on Compliance for Each Major Program and on Internal Control over Compliance Required by The Uniform Guidance Schedule of Expenditures of Federal Awards Notes to the Schedule of Expenditures of Federal Awards Schedule of Findings and Questioned Costs Paae No. 4 8 11 12 13 2 OTHER REQUIRED REPORTS CITY OF MONTICELLO MONTICELLO) MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2023 Awkow%f AbdoSoiutions.com INDEPENDENT AUDITOR'S REPORT ON MINNESOTA LEGAL COMPLIANCE Honorable Mayor and City Council City of Monticello, Minnesota We have audited, in accordance with auditing standards generally accepted in the United States of America, and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States the financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund and the aggregate remaining fund information of the City of Monticello, Minnesota (the City), as of and for the year ended December 31, 2023, and the related notes to the financial statements, and have issued our report thereon dated May 20, 2024. In connection with our audit, nothing came to our attention that caused us to believe that the City of Monticello failed to comply with the provisions of the contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions, and tax increment financing sections of the Minnesota Legal Compliance Audit Guide for Cities, promulgated by the State Auditor pursuant to Minn. Stat. § 6.65, insofar as they relate to accounting matters. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the City's noncompliance with the above referenced provisions, insofar as they relate to accounting matters. The purpose of this report is solely to describe the scope of our testing of compliance and the results of that testing, and not to provide an opinion on compliance. Accordingly, this communication is not suitable for any other purpose. Itr Abdo Minneapolis, Minnesota May 20, 2024 Lighting the path forward 4 A N INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Mayor and City Council City of Monticello, Minnesota Abdo Solutions. com We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund and the aggregate remaining fund information of the City of Monticello, Minnesota (the City), as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the City's basic financial statements, and have issued our report thereon dated May 20, 2024. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City's internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of the City's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. We did not find any instances we consider to be significant deficiencies. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the City's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Lighting the path forward 5 Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. IW Abdo Minneapolis, Minnesota May 20, 2024 AbdoSotutionsxom rIlk FEDERAL FINANCIAL AWARD PROGRAMS CITY OF MONTICELLO MONTICELLO, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 Abdo Solutions, corn INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE Honorable Mayor and City Council City of Monticello, Minnesota Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited the City of Monticello, Minnesota (the City) compliance with the types of compliance requirements described in the OMB Compliance Supplement that could have a direct and material effect on each of the City's major federal programs for the year ended December 31, 2023. The City's major federal programs are identified in the summary of auditor's results section of the accompanying Schedule of Findings and Questioned Costs. In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended December 31, 2023. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor's Responsibilities for the Audit of Compliance section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of the City's compliance with the compliance requirements referred to above. Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to City's federal programs. Lighting the path forward 8 Auditor's Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the City's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the City's compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance, we: Exercise professional judgment and maintain professional skepticism throughout the audit. Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the City's compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. • Obtain an understanding of the City's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. AbdoSolutions.com 9 Report on Schedule of Expenditures of Federal Awards Required by the Uniform Guidance We have audited the accompanying financial statements of the governmental activities, the business -type activities, the discretely presented component units, each major fund and the aggregate remaining fund information of the City of Monticello, Minnesota (the City), as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the City's basic financial statements. We issued our report thereon dated May 20, 2024, which contained unmodified opinions on those financial statements. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by the Uniform Guidance and is not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the schedule of expenditures of federal awards is fairly stated in all material respects in relation to the basic financial statements as a whole. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. Abdo Mankato, Minnesota May 20, 2024 Abdo Solutions.com 10 Federal Funding Source U.S. Department of Treasury U.S. Department of Treasury U.S. Department of Transportation U.S. Department of Transportation City of Monticello, Minnesota Schedule of Expenditures of Federal Awards For the Year Ended December 31, 2023 Administering Department/Entity Program Name Minnesota Office Coronavirus State and Local Fiscal of Management and Budget Recovery Funds Wright County Coronavirus State and Local Fiscal Recovery Funds Minnesota Department Safe Routes to School of Transportation Direct Safe Streets and Roads for All Total Federal Expenditures Federal Domestic Total Assistance Federal Number Expenditures 21.027C $ 410,000 21.027C 365,850 20.205 500,000 20.939 28,534 $ 1,304,384 11 City of Monticello, Minnesota Notes to the Schedule of Expenditures of Federal Awards For the Year Ended December 31, 2023 Note 1: Basis of Presentation The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of the City of Monticello, Minnesota (the City) for the year ended December 31,2023. The City's reporting entity is defined in Note 1 A to the City's financial statements. The information in this schedule is presented in accordance with the requirement of the Uniform Guidance, Audits of States, Local Governments, and Non -Profit Organizations. All Federal awards received directly from Federal agencies as well as Federal awards passed through other government agencies are included on the schedule. Note 2: Summary of Significant Accounting Policies for Expenditures Expenditures reported on this schedule are reported on the modified accrual basis of accounting. Note 3: Pass -through Entity Identifying Numbers Pass -through entity identifying numbers, if any, are presented where available. Note 4: Subrecipients No federal expenditures presented in this schedule were provided to subrecipients. Note 5 Indirect Cost Rate During the year ended December 31, 2023, the City did not elect to use the 10% de minimis indirect cost rate. 12 City of Monticello, Minnesota Schedule of Findings and Questioned Costs For the Year Ended December 31, 2023 Section I - Summary of Auditor's Results Financial Statements Type of auditor's report issued Unmodified Internal control over financial reporting Material weaknesses identified? No Significant deficiencies identified not considered to be material weaknesses? None reported Noncompliance material to financial statements noted? No Federal Awards Internal control over major programs Material weaknesses identified? No Significant deficiencies identified not considered to be material weaknesses? None reported Type of auditor's report issued on compliance for major programs Unmodified Any audit findings disclosed that are required to be reported in accordance with 2CFR section 200.516(a)? No Identification of Major Programs/Clusters CFDA No. Coronavirus State and Local Fiscal Recovery Funds 21.027C Dollar threshold used to distinguish between Type A and Type B Programs $ 750,000 Auditee qualified as low -risk auditee? No Section II - Financial Statement Findings None Section III - Major Federal Award Findings and Questioned Costs There are no significant deficiencies, material weaknesses, or instances of noncompliance including questioned costs that are required to be reported in accordance with the Uniform Guidance. Otherlssues A Corrective Action Plan is not required because there were no findings required to be reported under the Federal Single Audit Act. 13 At Twome . 4 1LOMA Executive Governance Summary City of Monticello Monticello, Minnesota For the year ended December 31, 2023 Edina Office 5201 Eden Avenue, Ste 250 /Ilk pop 0 Edina, MN 55436 Lighting the path forward P 952.835.9090 Mankato Office 100 Warren Street, Ste 600 Mankato, MN 56001 P 507.625.2727 Scottsdale Office 14500 N Northsight Blvd, Ste 233 Scottsdale, AZ 85260 P 480.864.5579 ADIMNF Abdo Solutions.com May 20, 2024 Management, Honorable Mayor and City Council City of Monticello, Minnesota We have audited the financial statements of the governmental activities, the business -type activities, the aggregate discretely presented component unit, each major fund and the aggregate remaining fund information of the City of Monticello, Minnesota (the City), for the year ended December 31, 2023. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing Standards as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter dated April 8, 2024. Professional standards require that we provide you with the following information related to our audit. Significant Audit Findings In planning and performing our audit of the financial statements, we considered the City's internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of the City's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants, and noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit. Also, in accordance with the Uniform Guidance, we examined, on a test basis, evidence about the City's compliance with the types of compliance requirements described in the "U.S. Office of Management and Budget (OMB) Compliance Supplement" applicable to each of its major Federal programs for the purpose of expressing an opinion on the City's compliance with those requirements and for compliance with federal statutes, regulations, and the terms and conditions of its federal awards applicable to its federal programs. While our audit provides a reasonable basis for our opinion, it does not provide a legal determination on the City's compliance with those requirements. The results of our tests disclosed no instances of noncompliance or other matters which are required to be reported in accordance with the Uniform Guidance, Government Auditing Standards or Minnesota statutes. Lighting the path forward Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 to the financial statements. The City did not change accounting policies during the year ended December 31, 2023. We noted no transactions entered into by the governmental unit during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements include depreciation on capital assets, allocation of wage expenses, liability for the City's pension, and the liability for the City's other postemployment benefits (OPEB). • Management's estimate of depreciation is based on estimated useful lives of the assets. Depreciation is calculated using the straight-line method. • Allocations of gross wages and payroll benefits are approved by the City Council within the City's budget and are derived from each employee's estimated time to be spent servicing the respective function of the City. These allocations are also used in allocating accrued compensated absences payable. • Management's estimate of its OPEB liability is based on several factors including, but not limited to, anticipated retirement age for active employees, life expectancy, turnover, and healthcare cost trend rate. • Management's estimate of its pension liabilities and assets are based on several factors including, but not limited to, anticipated investment return rate, retirement age for active employees, life expectancy, salary increases and form of annuity payment upon retirement. • Managements estimate of its lease receivable and related deferred inflow of resources is based on several factors including but not limited to an estimated incremental borrowing rate. We evaluated the key factors and assumptions used to develop these accounting estimates in determining that it is reasonable in relation to the financial statements taken as a whole. The disclosures in the financial statements are neutral, consistent, and clear. Certain financial statement disclosures are particularly sensitive because of their significance to financial statement users. Difficulties Encountered in Performing the Audit We encountered no significant difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. No misstatements were noted. Disagreements with Management For purposes of this letter, professional standards define a disagreement with management as a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. AbdoSolutionsxom 3 Management Representations We have requested certain representations from management that are included in the management representations letter dated May 20, 2024. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the City's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters We applied certain limited procedures to the required supplementary information (RSI) (Management's Discussion and Analysis, the Schedules of Employer's Shares of the Net Pension Liability, the Schedules of Employer's Contributions, the Schedule of Changes in Net Pension Liability (Asset) and Related Ratios and Schedule of Funding Progress, the Schedule of changes in the City's OPEB Liability and related ratios), which is information that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI. We were engaged to report on the supplementary information (combining and individual fund financial statements and schedules and schedule of federal awards), which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We were not engaged to report on the introductory section or the statistical section, which accompany the financial statements but are not RSI. We did not audit or perform other procedures on this other information and we do not express an opinion or provide any assurance on them. Future Accounting Standard Changes The following Governmental Accounting Standards Board (GASB) Statements have been issued and may have an impact on future City financial statements: (1) GASB Statement No. 100 - Accounting Changes and Error Corrections Effective: 1213112024 GASB Statement No. 101 - Compensated Absences Effective: 1213112024 GASB Statement No. 102 — Certain Risk Disclosures Effective: 1213112025 Further information on upcoming GASB pronouncements. Abdo Solutions.com 40 4 Restriction on Use This communication is intended solely for the information and use of management, City Council, the Minnesota Office of the State Auditor and others within the City and is not intended to be and should not be used by anyone other than these specified parties. Our audit would not necessarily disclose all weaknesses in the system because it was based on selected tests of the accounting records and related data. The comments and recommendations in the report are purely constructive in nature, and should be read in this context. If you have any questions or wish to discuss any of the items contained in this letter, please feel free to contact us at your convenience. We wish to thank you for the continued opportunity to be of service and for the courtesy and cooperation extended to us by your staff. Abdo Minneapolis, Minnesota May 20, 2024 AbdoSolutionsxom 5 F1 ity of Monticello Finance Department May 28, 2024 Who We Are Finance Assistant—Julie Finance Clerk— Debbie Payroll Clerk —Cheri Utility Billing Specialist — Pat Celebrating 35 years with the City of Monticello! Finance Manager — Liz Finance Director - Sarah What We Do • Conduct the financial affairs of the city in accordance with the Government Accounting Standards Board (GASB) and Generally Accepted Accounting Principles (GAAP) u Protect the city's financial assets •Create and manage financial plans • Manage investment portfolio • Issue and track debt instruments • Review and implement internal controls • Account for every financial transaction of the city Where We Do It The Finance Department is conveniently located at City Hall inside the Monticello Community Center W, 505 Walnut Street, Suite 1 Why We Do It O 0 O ' Misson: The mission of the City of Monticello is to responsibly use our resources to provide quality services and programs that foster a dynamic community rooted in history and preparing for a vibrant future. ' Organizational Values • Leadership: We are all leaders. Leadership is not a position, it's a work ethic. We lead by example, seeking ways to improve the organization through teamwork, collaboration, and communication. • Stewardship: We are entrusted with public resources for the betterment of the entire city. We strive to balance minimal cost and high value to maximize public benefit from our actions and decision. • Responsiveness: We believe in providing timely, courteous, and respectful service to the public and each other. We live this every day by listening, responding, and going the extra mile. • Intearity: We are open and honest. We conduct ourselves in a transparent, ethical, and legal manner to earn the trust of employees and the public. We act in the best interest of the city. We build credibility by accepting feedback, owning our actions, and providing reliable follow through. • Community: We strive to strengthen, promote, and assist the community we serve. We create a sense of connection and belonging for all people. We seek to understand the diverse needs of our community. We encourage community engagement and opportunities to connect our residents, businesses, and visitors. 40& How We Do It Payroll Process payroll for City Hall, Parks, Public Works, MCC, DMV, Hi -Way Liquor, Fire Department, Council/Boards and Election Judges • Submit quarterly tax reporting and annual W2 filings • Update any employee changes (wage, deposit information, tax withholding, etc.) • Process New Hires and Terminations 250 Number of Employees How We Do It Utility Billing • Generate monthly billing for residential and commercial accounts • Sign up for a -bill and get $0.50/month discount! Number of UB Accounts • Process all move-in/move-out requests 4700 4650 • Receive and respond to all resident inquiries including by 4566 4600 4520 4550 phone, email and in person 4500 • Approximately 1,600 phone calls and 1,400 emails 4450 4405 in 2023 4400 4342 4350 • Generate final billings and/or refunds for all move -out 4300 2020 2021 2022 2023 accounts • Set up new accounts/meters for all new construction (commercial, residential and apartments) 4638 2024 How We Do It Utility Billing • Ways to pay your utility bill • City of Monticello Website • ACH automatic payments • $1.25/month discount! • Bill pay through your bank • Dropbox • Mail • Pay in person at City Hall Payment Options ■ ACH ■ Recurring Credit Card ■ Online Quick Pay ■ Cash ■ Check ■ Credit Card ■ Bi 11 Pay How We Do It Accounts Payable • Review and Process Invoices and Purchasing Card Receipts Payments 5100 • This includes verifying proper quotes/approval 4600 4100 levels have been obtained 3600 3100 • Maintain Vendors 2600 2100 • Directly verifying any new or updated ACH 1600 requests 1100 600 2020 2021 2022 • Process 1099's • Process Monthly Sales Tax 2023 2024 * � Invoices Processed Payments made *2024 data as of 3/31/2024 How We Do It And wait ... there 's more! • Invoice non -utility related charges • Enter cash receipts • City Hall, MCC and Liquor Store • Quarterly financial reports to Council • Annual Comprehensive Financial Report • Popular Annual Financial Report • Annual Budget • Capital Improvement Plan • Long Term Financial Plan • Monitor cash and investments • Ensure compliance with state statutes and GAAP Annual Comprehensive Financial Report F., thr Yr Fndra D--h— Al . 201 How Well We Do It 0 Go.m "Faaasee Officers A.eaiaaim Certificate of Achievement for Excellence in Financial Reporting Peesmtedto Cite of Monticello Minnesota For as Ana 9 Compteh"." F—cial Report Fm the Fiscal Ye.Faded December 31, 2022 C'R-ct,. P 76,..s� StmaEmDodtt 0 Gotmmaot F—e Of ms Aemriaatm Award for Outstanding Achievement in Popular Annual Financial Reporting heseaedto Citc of Monticello Minnesota Fm io PopW. Anoml Fiaamaal Report F. the Fiscal Ye. Ended December 31, 2022 FseoaF*D.d.CEO 0 Gown-F—Offl— xvcvem Distinguished Budget Presentation Award hexRM. City of Monticello Minnesota Fm the Fiscal Yew Beginning January 1,2023 e-A-., ,. P Ar . • Certificate of Achievement for Excellence in Financial Reporting received from GFOA for Annual Comprehensive Financial Report (ACFR) • 14 years: 2049-2022 • Distinguished Budget Presentation Award received from GFOA • 15 years: 2009-2023 • Popular Annual Financial Report (PAFR) Award received from GFOA • 8 years: 2015�2022 When We Do It Fiscal Year is January 1 through December 31 • Bi-weekly: AP invoices, payroll checks •Monthly: bank/investment reconciliations, El El El 171 utility billing, billing for non -utility charges ❑ ❑ ❑ ❑ ❑ •Quarterly: grant requests (recycling, 1:1 El 1:11:11:1 emergency preparedness), budget -to -actual El 1:1171 reporting to Council, payroll reporting • Annually: File W2s, 1095s, and 1099s; budget, audit • Continuously: Receipting, special assessment searches, software upkeep, bank & investment account monitoring 2023/2024 Highlights no • Springbrook upgrade completed at the end of October 2023 • Created imports • Expanding types of fees that can be paid online • Created new reports for audit prep and for department heads • Switched to a more user-friendly time entry interface • Transitioned budget process from excel documents to Springbrook module • Reconfigured front desk register for new credit card machine • Other Accomplishments • Implemented ESSTAccrual • As of 5/15, 4 employees have utilized 21 hours of ESST for a total cost of $381.40 • Continuing efforts to reduce paper/file storage 2023/2024 Highlights • Grants • American Rescue Plan Act (ARPA) • Transportation Economic Development (TED) • DEED Redevelopment Grants • Safe Routes to Schools (SRTS) • Local Partnership Program (LPP) • DNR ReLeaf for EAB • Central Minnesota Arts Board (CMAB) • Community Energy Transitions (CET) • Carbon Reduction Grant Program (CRGP) • Surface Transportation Block Grant (STBG) 2023/2024 Highlights • Other Funding • Awarded $11M in State Bonding Bill money in the 2023 legislative session • Certified 4 new Tax Increment Financing districts • Adopted Tax Abatement Policy • Proposed Local Option Sales Tax • The Pointes at Cedar • Bertram Chain of Lakes Garbage & Recycling 0 • Contracted service with Waste Management • Services issues? • Call them at (320) 258-3948 • Billing issues? • Call Utility Billing at (763) 271-3228 Finance Questions or Comments? • Utility Billing • Voicemail line: (763) 271-3228 • Email: payments@ci.monticello.mn.us • Other • City hall front desk: (763) 295-2711 • Email: info@ci.monticello.mn.us »>�11111111//1�• AMA AC) Lighting the path forward City of Monticello 2023 Financial Statement Audit Introduction Audit Opinion and Responsibility General Fund Results Other Governmental Funds Enterprise Funds Key Performance Indicators A bo %AA 0 Audit Results Auditor's Opinion Minnesota Legal Compliance Unmodified opinion under GAAP No instances of noncompliance Single Audit Report No instances of noncompliance with OMB Compliance Supplement requirements bw %AA 0 General Fund Fund Balances $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $9,875,000 .�s9n�nnn a 2019 2020 2021 � Minimum Fund Balance Policy 60 - 75% $10,524,000 2022 $12,757,000 $11,474,000 2023 2024 Unassigned Fund Balance Budget Apbo%A0M General Fund Budget to Actual Revenues Expenditures Excess of Revenues Over Expenditures Other Financing Sources (Uses) Sale of capital assets Transfers out Net Change in Fund Balances Fund Balances, January 1 Fund Balances, December 31 Final Budgeted Amounts $11,480,000 11,474,000 (6,000) 7,042,796 $ 7,042,796 Actual Amounts $ 13,213,643 11,329,416 1,884,227 1,650 (750,000) 1,135,877 7,042,796 $ 8,178,673 Variance with Final Budget $ 1,733,643 (144,584) 1,878,227 1,650 (744,000) 1,135,877 bw %AA 0 General Fund Revenues by Type $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 Taxes 0 Licenses and Permits Intergovernmental 2021 2022 Charges for Other Services ■ 2023 bw %AA 0 General Fund Expenditures by Type $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 General Government Public Safety Public Works 2021 Sanitation 2022 ■ 20 23 Culture and Transfers Out Recreation bw %AA 0 Fund Major Community Center Nonmajor Small Cities Development Program Cemetery Total $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 Nonspendable Fund Balances, December 31, 2023 2022 $ 543,903 $ 449,419 939,252 148,211 $ 1,631,366 898,209 117,843 $ 1,465,471 Restricted 2021 2022 ■ 2023 Increase (Decrease) $ 94,484 41,043 30,368 $ 165,895 Assigned Special Revenue Fund Balances bw %AA 0 Cu7 December 31, 2023 Final Total Total Bonds Maturity Fund Debt Description Cash Assets Outstandinq Date 319 2015B G.O. Bonds $ 112,672 $ 147,062 $ 1,330,000 12/15/2030 320 2016A G.O. Street Improvement Bond,, 158,316 341,941 1,745,000 12/15/2030 321 2017A Bonds 158,413 277,956 2,770,000 12/15/2032 322 2018A Bonds 82,349 82,349 3,460,000 12/15/2032 323 2019A Bonds 54,413 105,563 5,780,000 12/15/2034 324 2020A G.O. Improvement Bonds 163,765 1,387,021 1,550,000 12/15/2030 Total $ 729,928 $ 2,341,892 $ 16,635,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Principal Interest Debt '0 Service Funds Abbo%A09 M Fund Major Capital Projects Nonmajor Street Lighting Improvement Park and Pathway Park Dedication Total $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 Nonspendable Fund Balances, December 31, 2023 2022 $ 9,642,528 1,697,878 777,439 158,146 $ 12,275,991 $ 10,868,750 1,257,883 1,207,607 100,706 Increase (Decrease) $ (1,226,222) 439,995 (430,168) 57,440 $ 13,434,946 $ (1,158,955) Restricted Assigned 2021 2022 ■ 2023 Capital '0 Projects Fund Balances bw%A0 10 Fund Internal Service Funds Benefit Accrual Central Equipment IT Services Facilities Maintenance Total $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 Net Position, December 31, Increase Cash Balance, December 31, Increase 2023 2022 (Decrease) 2023 2022 (Decrease) $ 28,644 $ 13,914 $ 14,730 $ 345,847 $ 304,360 $ 41,487 4,345,098 3,949,348 395,750 1,094,372 1,383,686 (289,314) 341,130 310,175 30,955 119,907 86,813 33,094 96,275 35,905 60,370 129,915 74,909 55,006 $ 4,811,147 $ 4,309,342 $ 501,805 $ 1,690,041 $ 1,849,768 $ (159,727) Investment in Capital Assets Unassigned Cash Balance 2021 2022 ■ 2023 Internal Service Funds Abw%A0• M 11 Fund Balances, December31, Increase Fund 2023 2022 (Decrease) EDA General $ 4,977,269 $ 5,014,657 $ (37,388) GMEF 1,247,257 1,244,165 3,092 Tax Increment Funds TIF Future (45,363) (45,363) - TIF 6 (d) Raindance 778,295 749,001 29,294 TIF 19 MS Shores 37,719 - 37,719 TIF 20 (d) Prairie West 104,142 104,172 (30) TIF 22 Downtown 519,286 430,884 88,402 TI F 24 St. Henry's 55,800 - 55,800 TIF 29 Front Porch 34,654 34,654 TIF 30CMHP 15,583 - 15,583 TI F 34 Interchange 77,340 77,370 (30) TI F 39 Otter Creek - - - TIF40 Briggs 13,478 6,506 6,972 TIF41 UMC (697,174) (731,286) 34,112 TI F 42 Headwaters (400) (400) TIF43 Headwaters (127,646) (127,246) (400) TIF45 Block 52 (400) (400) TIF46 WiHa (400) - (400) GAAP Reconciliation 163,200 163,200 - Total $ 7,152,640 $ 6,886,060 $ 266,580 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $- Nonspendable Restricted Assigned 2023 2022 ■ 2021 Economic Development Authority Abbo %0M 12 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 Water $500,000 Fund 2020 2020 2021 2021 2022 2022 2023 2023 Operating Costs Operating Receipts $10,000,000 Cash Flows from $9,000,000 $8Operations and $8,000,000 ,971,775 $7,000,000 Cash Balances $6,000,000 $6,769,830 $5,000,000 $5,930,504 $4,000,000 $4,895,930 $3,000,000 $2,000,000 $1,000,000 Ar--- 2020 2021 2022 2023 Unrestricted (Minimum Target Balance (6 Months Operating Costs) Abbo %AA 0 13 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 2020 2020 2021 2021 2022 2022 ■ Operating Costs ■ Debt Payments ■ Operating Receipts $8,440,856 $6,817,212 $9,856,687 Sewer Fund 2023 2023 Cash Flows from $12,692,763 Operations and Cash Balances �— 2020 2021 2022 2023 Unrestricted (Minimum Target Balance (6 Months Operating Costs + Next Year's Debt Service) Abbo %0M 14 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 2020 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 2020 2021 2021 2022 2022 2023 2023 Operating Costs Operating Receipts $1,226,361 Ar- 2020 Unrestricted $1,627,949 $1,418,7 67 Stor water Fund Cash Flows from $2,327,160 Operations and Cash Balances 2021 2022 2023 (Minimum Target Balance (6 Months Operating Costs) Abbo %0M 15 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 S 2020 2020 2021 2021 Operating Costs $3,000,000 $2,500,000 $2,000,000 - $1,500,000 $1,000,000 - $1,034,277 $500,000 - 2020 � Unrestricted $1,943,413 2022 2022 2023 Operating Receipts $2,809,741 $ A ,083 2021 2022 2023 (Minimum Target Balance (2 Months Operating Costs) Liquor Fund Cash Flows from Operations and Cash Balances Abbo %AA 0 16 $2,000,000 $1,500,000 $1,000,000 $500,000 $_ -0 ' 2020 2020 $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 - $600,000 - $400,000 $200,000 2021 2021 Operating Costs $86*3'T� 2020 Unrestricted $935,050 2022 2022 2023 2023 Operating Receipts $1,228,402 Fiber Optics Fund Cash Flows from $1,843,793 Operations and Cash Balances 2021 2022 2023 (Minimum Target Balance (6 Months Operating Costs) Abbo %0M 17 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 2020 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 2020 2021 2021 ■ Operating Costs $2,223,823 1r--- 2020 2022 2022 ■ Operating Receipts 2023 2023 $2,240,031 $968,818 2021 2022 2023 Unrestricted f Minimum Target Balance (6 Months Operating Costs) Deputy Registrar Fund Cash Flows from Operations and Cash Balances Arbo�� 18 Cash and Investments Balances by Type $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000 $20,000,000 $10,000,000 General Fund 2021 Capital Projects Funds ■ Special Revenue Funds 2022 Debt Service Funds ■ Enterprise Funds 2023 Internal Service Funds EDA Abbo %AA 0 19 Taxes Key Performance Indicators 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% City of Red Wing City of Hutchinson City of Otsego City of Monticello Tax Rates 2020 2021 2022 2023 71.3% 66.2% 68.1% 61.0% 66.5% 64.5% 59.2% 50.6% 35.1 % 34.7% 35.5% 29.6% 35.0% 35.7% 36.5% 35.0% $1,600 $1,400 $1,200 $1,000 $800 $600 $400 $200 City of Red Wing City of Hutchinson City of Otsego City of Monticello f 2020 $1,480 $695 $378 $864 Taxes Per Capita 2021 $1,439 $715 $383 $804 2022 $1,477 $7 53 $417 $814 2023 N/A N/A N/A $833 Abbo v%0A 20 Debt Key Performance Indicators $5,000 $4, 500 $4,000 $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500 City of Red Wing City of Hutchinson City of Otsego —*--City of Monticello Debt Per Capita 2020 2021 2022 $2,631 $4,303 $995 $2,544 $2,242 $4,453 $9 23 $1,692 $1,882 $4,300 $1,909 $1,487 • 2023 N/A N/A N/A $1,273 Abbo %0M 21 Expenditures Key Performance Indicators $1,400 $1,200 $1,000 $800 $600 $400 $200 inno City of Red Wing City of Hutchinson w City of Otsego City of Monticello Current Expenditures Per Capita 2020 2021 2022 $1,256 $1,264 $1,322 $1,033 $1,037 $1,063 $369 $355 $365 $866 $768 $845 $1,400 $1,200 $1,000 • $800 $600 $400 $200 $ 2023 N/A I City of Red Wing N/A I somor City of Hutchinson N/A I ■ City of Otsego $894 I —*--City of Monticello Capital Expenditures Per Capita 2020 2021 2022 2023 $506 $509 $426 N/A $479 $475 $1,182 N/A $257 $112 $104 N/A $354 $512 $205 $816 �22 Abbo % 0 0 Your Abdo Team Brad Falteysek, CPA Partner brad.falteysek@abdosolutions.com Bonnie Schwieger, CPA Partner bonnie.schwieger@abdosolutions.com INC `. I;Ip K . t Jill Knutson, CPA Senior Associate jill.knutson@abdosolutions.com Kelsey Sohre Senior Associate kelsey.sohre@abdosolutions.com Robbie Smith Associate robbie.smith@abdosolutions.com Amkftf �C) 23 OPTIONS 1. 2. 3. 4. r Retain ownership & leave vacant Retain ownership &allow temporary use Demolish the building & retain ownership of the property Sell the building for removal &retain the property STAFF RECOMMENDATION • Retain ownership and allow a temporary use • Temporary use should be carefully considered • Not looking to make a significant investment in the building • Challenges noted by Chamber remain true • Significant shift in use would trigger code updates • Want to retain fLexibiLityf or the future STAFF RECOMMENDATION • Retain ownership and allow a temporary use • Emphasizes downtown activity in alignment with city goals • Limited upfront costs if used as -is • Maintains greatest flexibility for future opportunities