EDA Agenda 06-10-2015EDA MEETING
Wednesday, June 10th, 2015
6:00 p.m.
Mississippi Room - 505 Walnut Street, Monticello, MN
Commissioners: President Bill Demeules, Vice President Bill Tapper, Treasurer Tracy
Hinz, James Davidson, Steve Johnson and Council members Tom Perrault and Lloyd Hilgart
Staff: Executive Director Jeff O'Neill, Angela Schumann, Wayne Oberg
1. Call to Order.
2. Roll Call.
3. Approve Meeting Minutes:
a. Special Meeting — May 26thth, 2015 (to be provided)
b. Regular Meeting — May 13th, 2015 (to be provided)
c. Regular Meeting — April 8th, 2015 (to be provided)
d. Special Meeting — April 8th, 2015 (to be provided)
4. Consideration of additional agenda items.
5. Consideration of approving payment of bills.
6. Consideration to approve 90% payment to Veit & Company, Inc. for abatement and
demolition services at 100 East Broadway.
7. Consideration of an update and approval of expenses related to environmental study costs
for the EDA -owned property at 100 East Broadway.
8. Consideration to approve a license agreement for parking at Cedar Street.
9. Consideration to approve an update to the March 2014 Hospitality Study as related to
Embracing Downtown Plan.
10. Consideration of an update regarding 2015 -2016 Market Matching Services.
11. Consideration of Director's Report.
12. Adjourn.
EDA Agenda: 6/10/15
5. Consideration of approving payment of bills (WO)
A. REFERENCE AND BACKGROUND:
Invoices submitted during the previous month are included for review and
consideration.
B. ALTERNATIVE ACTIONS:
1. Motion to approve payment of bills through May 2015.
2. Motion to approve the payment of bills through May 2015 with changes
directed by the EDA.
C. STAFF RECOMMENDATION:
Staff recommends approval of payment for invoices submitted.
D. SUPPORTING DATA:
Invoices
Accounts Payable
Transactions by Account
User: Debbie.Davidson
Printed: 05/06/2015 - 12:36PM
Batch: 00202.05.2015
Account Number
Vendor
Description
GL Date Check No
213-46301-435100 KENNEDY AND GRAVEN CHAR] General EDA Matters through 3/31/15 05/12/2015
213-46301-435100 KENNEDY AND GRAVEN CHAR] Block 34 TIE Distrist through 3/31/15 05/12/2015
Vendor Subtotal for Dept:46301
The preceding list of bills payable was reviewed and approved for payment.
Date: 6/10/2015 Approved by:
Tracy Hinz, Treasurer
Subtotal for Fund: 213
Report Total:
114037
114037
CITY�0 F
Monti eflo
Amount PO No
1,387.50
362.25
1,749.75
1,749.75
1,749.75
AP- Transactions by Account (05/06/2015 - 12:36 PM) Page 1
Accounts Payable
C1ii OF
Transactions by Account �
User: Julie.Cheney eRo
Printed: 05/21/2015 - 8:16AM MO Batch: 00203.05.2015
Account Number Vendor Description GL Date Check No Amount PO No
213-46301-431990 WSB & ASSOCIATES INC Economic Development & Market Ma 05/27/2015 0 4,000.00
213-46301-431990 WSB & ASSOCIATES INC BLK034 - Environmental Does - Mari 05/27/2015 0 2,713.25
Vendor Subtotal for Dept:46301 6,713.25
213 - 46301 - 435100 WRIGHT CO RECORDER Admim Order A1285958 05/27/2015 114167 46.00
Vendor Subtotal for Dept:46301 46.00
The preceding list of bills payable was reviewed and approved for payment.
Date: 6/10/2015 Approved by:
Tracy Hinz, Treasurer
Subtotal for Fund: 213 6,759.25
Report Total: 6,759.25
AP- Transactions by Account (05/21/2015 - 8:16 AM) Page 1
Accounts Payable
Transactions by Account
User: Debbie.Davidson
Printed: 05/13/2015 - 2:15PM
Batch: 00201.05.2015
Account Number
CIiii OF
Mo eRio
Vendor Description GL Date Check No Amount PO No
213 - 46500 - 443990 US BANK CORPORATE PMT SYS Dominos Pizza - dinner for meeting 05/27/2015
Vendor Subtotal for Dept:46500
213-46522-431000 US BANK CORPORATE PMT SYS Advanced Disposal - March 2015 05/27/2015
Vendor Subtotal for Dept:46522
The preceding list of bills payable was reviewed and approved for payment.
Date: 6/10/2015 Approved by:
Tracy Hinz, Treasurer
Subtotal for Fund: 213
Report Total:
0 53.37
53.37
0 10.55
10.55
63.92
63.92
AP- Transactions by Account (05/13/2015 - 2:15 PM) Page 1
Accounts Payable
Transactions by Account
User: Debbie.Davidson
Printed: 06/01/2015 - 11:04AM
Batch: 00215.05.2015
Account Number
Vendor Description
Monticello
GL Date Check No Amount PO No
213 - 46522 - 438100 XCEL ENERGY ZCULPS - 51- 0623082 -8 05/31/2015 0 17.09
Vendor Subtotal for Dept:46522 17.09
The preceding list of bills payable was reviewed and approved for payment.
Date: 6/10/2015 Approved by:
Tracy Hinz, Treasurer
Subtotal for Fund: 213 17.09
Report Total: 17.09
AP- Transactions by Account (06/01/2015 - 11:04 AM) Page 1
EDA Agenda: 06/10/15
6. Consideration to approve 90% payment to Veit & Company, Inc. for abatement and
demolition services at 100 East Broadway. (SB /AS)
A. REFERENCE AND BACKGROUND
The EDA is asked to approve 90% payment to Veit & Company, Inc per their contract for the
abatement and demolition of 100 East Broadway.
On March 1 lt', 2015 the EDA approved the contract with Veit & Company for the project.
The low bid for the abatement and demolition submitted by Veit was $26,253.00. On May
13th, the EDA approved an additional expense of $2,957.00 for the required trench box and
sewer investigation required on the site during the demolition process. The total approved
project expense is therefore $29,209.71.
WSB & Associates has reviewed the contract and completed work and is recommending
payment of 90% of this total, or $23,627.70, with final payment to be authorized by the EDA
upon receipt of final paperwork and resolution of a parking lot issue which arose on the
adjacent property during site restoration.
WSB & Associates has provided demolition and abatement management oversight during the
process and will provide the City with final copies of all project paperwork as part of the
project scope.
Al. Budget Impact: The 90% payment is included within the scope of past EDA
approvals and authorized to be paid at present from the EDA General Fund. An
Interfund Loan Resolution was passed by the EDA which will allow for re- payment
through a TIF redevelopment district.
A2. Staff Impact: Minimal due to WSB project management.
B. ALTERNATIVE ACTIONS
Motion to approve a 90% payment of $23,627.70 to Veit & Company, Inc. for abatement
and demolition services at 100 East Broadway.
2. Motion of other.
C. STAFF RECOMMENDATION
Staff recommends alternative 91 above.
D. SUPPORTING DATA
A. Invoice, Veit & Company
Veit & Company, Inc.
14000 Veit Place
Rogers,MN 55374
763- 428 -2242
Eff-671ty of Monticello
Suite 1
505 Walnut St
Monticello,MN 55362
1361 IMonticello Demolitio 1 150085 -1
City of Monticello
Suite 1
505 Walnut St
Monticello,MN 55362
513012015 613012015
Line Description Contract Item Unit Price Quantity Amount
11 Broadway East 150085 • 11
Additional Excavation 150085
Demolition is complete.
Project Location
100 Broadway East
Monticello, MN
2,956.71
Notes: To $29,209.71
Saleax
Ou"Stions - Please Coll act ' Less isc
`ei'oSa E)aleiden tit (7:;3) rt_�.` Less Reinage
M: - $29,209.71
A service charge of 1.5% per month (18% annual percentage rate) will be added to any balance or portion there of due in excess of 30 days.
EDA Agenda: 06/10/15
7. Consideration of an update and approval of expenses related to environmental
study costs for the EDA -owned property at 100 East Broadway. (AS /SB)
A. REFERENCE AND BACKGROUND:
The EDA is asked to consider authorizing additional expenses of $760 as related to the
Petrofund reimbursement application required to address the contaminant release
discovered with demolition of the EDA -owned property at 100 East Broadway.
At the May 13,2015 meeting, the EDA approved an expense of $21,406 for the required
environmental study and additional demolition services. After discussions with the
MPCA and MnDOT, the required report is a Limited Site Investigation (LSI) document
as required by the MPCA (not a Phase II) in order to be eligible for Petrofund
reimbursement. Of the $21,406 amount, $15,949 is for the cost of the LSL The balance
of the amount approved at the May 13 meeting represented the additional work by Veit
and WSB related to the sewer service exploration and initial environmental testing and
reporting.
At this time, the EDA is asked to consider approving $760 to support WSB's
coordination for the Petrofund reimbursement application. This amount was not included
in the May 13 approval, as it was unknown at that time if there was indeed a contaminant
release. The test results were received on May 15 and indicated that the diesel range
organics (DRO) of the sample taken was above the MPCA threshold, therefore
constituting a contaminant release. The release was reported to the MN State Duty office
and a Leak ID number has been assigned. Up to 80% of the eligible $15,949 costs of the
LSI is reimburseable with application submittal. The estimated eligible costs are $8,000,
so at 80% reimbursable, the estimated Petrofund reimburseable amount is $6,400. The
LSI includes additional testing MnDOT is requiring above what the MPCA would
consider Petrofund reimbursable expenses.
Al. Budget Impact: The budget impact of $760 is proposed to be paid from the
EDA General Fund.
A2. Staff Workload Impact: The amount proposed will minimize staff impact, with
WSB preparing and submitting the required LSI documentation.
B. ALTERNATIVE ACTIONS:
1. Motion to approve as expense of $760 for coordination of LSI reimbursement
documents to Petrofund as related to the EDA -owned property at 100 East Broadway.
2. Motion to deny authorizing a $760 expense for coordination of LSI reimbursement
documents to Petrofund as related to the EDA -owned property at 100 East Broadway.
3. Motion of other.
EDA Agenda: 06/10/15
C. STAFF RECOMMENDATION:
City staff recommends Alternative 91. Again, given that WSB will be completing the
environmental reports, staff believes their familiarity with the project and with the
Petrofund reimbursement process will ultimately benefit the EDA in terms of the
reimbursement received.
D. SUPPORTING DATA:
A. Proposal for Limited Site Investigation (LSI)- dated May 26, 2015
B. MPCA Release Letter
■
WSB
&& A,,,,�,�� engineering • planning • environmental• construction
May 26, 2015
Angela Schumann
Community Development Director
505 Walnut Street, Suite 1
Monticello, MN 55362
Re: Proposal for Limited Site Investigation
100 Broadway East
Monticello, MN 55362
MPCA Leak 9 19812
Dear Ms. Schumann:
701 Xenia Avenue South
Suite 300
Minneapolis, MN 55416
Tel: 763 - 541 -4800
Fax: 763 -541 -1700
WSB & Associates, Inc. (WSB) is pleased to provide this proposal to perform a Limited Site
Investigation (LSI) at the above referenced site. The purpose of the LSI is to determine the
magnitude and extent of the identified petroleum release and to identify and assess any potential
vapor or groundwater receptors risks associated with the release. In addition, this LSI will also
provide additional MnDOT request environmental data to facilitate redevelopment and land
conveyance of the Highway 25 at Broadway East intersection improvements project.
Our proposal consists of this letter and the following attachments:
• Scope of Services
• General Contract Provisions
• Schedule of Charges and Unit Charge Schedule
• Petrofund Limited Site Investigation Non - Standard Scope Form
WSB will invoice the City monthly in accordance with the attached General Contract Provisions
and 2015 Rate Schedule. If additional services are required, WSB will contact you and provide
you with a cost estimate for those services. Upon recipe of your signed authorization, we will
proceed with the services and invoice accordingly.
We appreciate the opportunity to present this proposal. Please sign below and also sign and
notarize the last page of the attached Petrofund bid form as authorization to proceed.
St. Cloud • Minneapolis • St. Paul
Equal Opportunity Employer
wsbeng.com
Ms. Angela Schumann
May 26, 2015
Page 2
If you have any questions, please contact me at 763 - 231 -4854 or rspencerc�r�,wsbeng com at your
earliest convenience.
Sincerely,
WSB & Associates, Inc.
Ryan Spencer
Senior Environmental Scientist
I hereby authorize the above scope of work, schedule, and cost.
Signature
Date
Scope of Services
Limited Site Investigation
100 Broadway East
Monticello, MN 55362
MPCA Leak 9 19812
Background Information
A petroleum release was discovered during building demolition activities and reported to the
MPCA on May 15, 2015. The full extent of the contamination and related risk must be
determined. The Minnesota Pollution Control Agency (MPCA) requires that a Limited Site
Investigation (LSI) be performed and results be reported within 10 months of notification.
This proposal is based on a Non - Standard Scope Request for Proposal (RFP) provided by the
City of Monticello and Minnesota Department of Transpiration (MnDOT). The purpose of the
LSI is to determine the magnitude and extent of the identified petroleum release and to identify
and assess any potential vapor or groundwater receptors risks associated with the release. In
addition, this LSI will also provide additional environmental data to facility improvements to the
Highway 25 at Broadway East intersection and conveyance of land from the City to MnDOT.
The following tasks (1 through 3) are anticipated to be performed as part of these services:
Task 1: Soil Probe Investigation
Prior to the start of sampling, all public and private utilities will be cleared by Gopher One -Call
system and a private utility locate contractor.
Eight sample probes will be advanced at the site (and adjacent City owned property) utilizing
push probe technology. One probe will be completed to a depth of 40 feet below ground surface
(bgs) near the identified area of contamination to define the vertical extent of the release, to
determine site stratigraphy, and to obtain a groundwater sample. The remaining seven probes
will be advanced to a depth of 25 feet bgs in an outward direction from the deep probe,
surrounding the area of suspect contamination in an attempt to define the horizontal extent of the
release and groundwater impacts, if any. In addition, 8 soil vapor probe will be advanced at each
location to 8 feet below the deepest disturbance associated with building demolition. If
groundwater is not observed at the termination depth, the depth of the probes will be adjusted as
allowed per MPCA guidelines.
Soil samples will be collected continuously from each probe. The soil samples will be screened
on -site for petroleum related hydrocarbons with a photoionization detector (PID). For the
purpose of this proposal, the following samples will be collected and submitted to an off -site
analytical laboratory for analysis:
■
WSB
i
Soil
• 9 — DRO with silica gel preparation
• 9 — GRO /BTEX/MTBE
• 9 —Lead
• 5 — SVOCs
• 3 — Grain size with hydrometer
Gmunduinter
• 8 — DRO with silica gel preparation
• 8 —GRO
• 8 — VOC
• 8 — Lead
Soil Vapor
• 8 — VOCs
Task 2: Receptor Survey and Risk Evaluation
WSB will identify and attempt to contact all property owners with addresses within 500 feet of
the leak site. WSB will perform a water well, surface water, and receptor survey in accordance
with MPCA guidelines. The purpose of the receptor survey is to determine whether
contamination has the potential to migrate and impact nearby water wells, surface water, or
structures at the site or in the surrounding area.
Task 3: Investigation Report, MPCA Fact Sheet 4 -06
According to current MPCA guidance, the extent of the soil and groundwater impacts must be
defined prior to preparation and submittal of this report. If the extent of the contamination is
defined after completion of field activities, WSB will complete and submit MPCA Guidance
Document 4 -06 "Investigation Report ". The proposed amount to prepare this report assumes no
additional field work will be required beyond the LSI. If additional field investigation work is
required to define the extent of contamination, a change order will be prepared to incorporate the
additional information into the Investigation Report.
Petrofund Reimbursement Application (Not part of LSI Scope or Budget)
You may be eligible for reimbursement of a major portion of the costs of this project from the
Minnesota Department of Commence Petrofund. Following completion of the project a
Petrofund reimbursement application for costs associated with the project will be prepared. The
fee for preparation of the reimbursement application is not reimbursable per current Petrofund
rules. Based on the Scope of Services described above, the estimated reimbursement fee cost is
$760.
■
WSB
WSB & ASSOCIATES, INC.
EXHIBIT A
GENERAL CONTRACT PROVISIONS
ARTICLE 1— GENERAL
These general contract provisions are incorporated in
and become a part of the Agreement between WSB &
Associates, Inc. (hereinafter referred to as Engineer)
and the other party to the Agreement (Client) for the
provision of engineering and related services, as set
out in the Agreement to which this letter is attached.
Either party may be hereinafter referred to as party or,
collectively, parties. The starting date will commence
when authorized by the Client.
As used herein the term "Agreement" means:
(1) The agreement for engineering, surveying
and planning services;
(2) These general contract provisions;
(3) The attached exhibits; and
(4) The supplemental agreement(s), where
applicable.
The attached exhibits shall govern over these General
Contract Provisions and the Supplemental
Agreement(s), where applicable, shall govern over
attached exhibits and these general provisions. The
Agreement constitutes the entire understanding
between the Engineer and Client. The Agreement
supersedes all prior written or oral understanding and
may only be amended, supplemented, modified or
cancelled by a duly executed written instrument.
ARTICLE 2 — STANDARD OF CARE
The standard of care for all professional engineering
and related services performed or furnished by
Engineer under this Agreement will be the care and
skill ordinarily used by members of Engineer's
profession practicing under similar circumstances at
the same time and in the same locality. Engineer
makes no warranties, express or implied, under this
Agreement or otherwise, in connection with its
services.
ARTICLE 3 — ADDITIONAL SERVICES
If the Engineer determines that any services it has
been directed or requested to perform are beyond the
scope as set forth in the Agreement or that, due to
changed conditions or changes in the method or
manner of administration of the Project, the
Engineer's effort required to perform its services
under this Agreement exceeds the estimate which
formed the basis for the Engineer's compensation,
Engineer shall promptly notify the Client of that fact.
Upon notification, Engineer shall be entitled to
additional compensation for same, and an extension
of time for completion of work absent written
objection by Client.
ARTICLE 4 — LOCATION OF UNDERGROUND
IMPROVEMENTS
The Engineer and/or his or her authorized
subconsultant will conduct the research that in his or
her professional opinion is necessary and will prepare
a plan indicating the locations intended for subsurface
penetrations with respect to assumed locations of
underground improvements. Such services by the
Engineer or his or her subconsultant will be
performed in a manner consistent with the ordinary
standard of care. The Client recognizes that the
research may not identify all underground
improvements and that the information upon which
the Engineer relies may contain errors or may not be
completed.
The Client agrees, to the fullest extent permitted by
law, to waive all claims and causes of action against
the Engineer and anyone for whom the Engineer may
be legally liable, for claims by Client or its
contractors of delay or additional compensation
relating to the identification, removal, relocation, or
restoration of utilities, or damages to underground
improvements resulting from subsurface penetration
locations established by the Engineer.
ARTICLE 5 — CONSTRUCTION
OBSERVATION
If requested by Client, Engineer shall visit the project
during construction to become familiar with the
progress and quality of the contractors' work and to
determine if the work is proceeding, in general, in
accordance with plans, specifications or other
contract documents prepared by Engineer for the
Client. The Client has not retained the Engineer to
make detailed inspections or to provide exhaustive or
continuous project review and observation services.
Engineer does not guarantee the performance of, and
shall have no responsibility for, the acts, errors or
omissions of any contractor, subcontractor, supplier
or any other entity furnishing materials or performing
any work on the project.
Client acknowledges Engineer will not direct,
supervise or control the work of contractors or their
subcontractors, nor shall Engineer have authority
over or responsibility for the contractors means,
methods, or procedures of construction. Engineer's
services do not include review or evaluation of the
Client's, contractor's or subcontractor's safety
measures, or job site safety.
Exhibit A — General Contract Provisions Page 1 of 4 r : \WPWIN\CLIENT \SGndardContractTA A.aa
For Client - observed projects, the Engineer shall be
entitled to rely upon and accept representations of the
Client's observer. If the Client desires more
extensive project observation or full -time project
representation, the Client shall request such services
be provided by the Engineer as an Additional Service
Engineer and Client shall then enter into a
Supplemental Agreement detailing the terms and
conditions of the requested project observation.
ARTICLE 6 — OPINIONS OF PROBABLE COST
Opinions, if any, of probable cost, construction cost,
financial evaluations, feasibility studies, economic
analyses of alternate solutions and utilitarian
considerations of operations and maintenance costs
provided for are made or to be made on the basis of
the Engineer's experience and qualifications and
represent the Engineer's best judgment as an
experienced and qualified professional design firm.
The parties acknowledge, however, that the Engineer
does not have control over the cost of labor, material,
equipment or services furnished by others or over
market conditions or contractor's methods of
determining their prices, and any evaluation of any
facility to be constructed or acquired, or work of
necessity must be speculative until completion of
construction or acquisition. Accordingly, the
Engineer does not guarantee that proposals, bids or
actual costs will not vary from opinions, evaluations
or studies submitted by the Engineer and assumes no
responsibility for the accuracy of opinions of
Probable Construction Costs. If Client wishes greater
assurance as to probable Construction Cost, Client
shall employ an independent cost estimator as part of
its Project responsibilities.
ARTICLE 7 — REUSE AND DISPOSITION OF
INSTRUMENTS OF SERVICE
All documents, including reports, drawings,
calculations, specifications, CADD materials,
computers software or hardware or other work
product prepared by Engineer pursuant to this
Agreement are Engineer's Instruments of Service and
Engineer retains all ownership interests in
Instruments of Service, including copyrights. The
Instruments of Service are not intended or
represented to be suitable for reuse by the Client or
others on extensions of the Project or on any other
project. Copies of documents that may be relied upon
by Client are limited to the printed copies (also
known as hard copies) that are signed or sealed by
Engineer. Files in electronic format furnished to
Client are only for convenience of Client. Any
conclusion or information obtained or derived from
such electronic files will be at the user's sole risk. If
there is a discrepancy between the electronic files and
the hard copies, the hard copies govern. Engineer
makes no representations as to long term
compatibility, usability or readability of electronic
files.
If requested, at the time of completion or termination
of the work, the Engineer may make available to the
Client the Instruments of Service upon (i) payment of
amounts due and owing for work performed and
expenses incurred to the date and time of termination,
and (ii) fulfillment of the Client's obligations under
this Agreement. Any use or re -use of such
Instruments of Service by the Client or others without
written consent, verification or adaptation by the
Engineer except for the specific purpose intended will
be at the Client's risk and full legal responsibility.
The Client will, to the fullest extent permitted by law,
indemnify and hold the Engineer harmless from any
claim, liability or cost (including reasonable
attorneys' fees, and defense costs) arising or
allegedly arising out of any unauthorized reuse or
modification of these Instruments of Service by the
Client or any person or entity that acquires or obtains
the reports, plans and specifications from or through
the Client without the written authorization of the
Engineer. Under no circumstances shall transfer of
Instruments of Service be deemed a sale by Engineer,
and Engineer makes no warranties, either expressed
or implied, of merchantability and fitness for any
particular purpose. Engineer shall be entitled to
compensation for any consent, verification or
adaptation of the Instruments of Service for
extensions of the Project or any other project.
ARTICLE 8 — PAYMENTS
Payment to Engineer shall be on a lump sum or
hourly basis as set out in the Agreement. Engineer is
entitled to payment of amounts due plus reimbursable
expenses. Client will pay the balance stated on the
invoice unless Client notifies Engineer in writing of
any disputed items within 15 days from the date of
invoice. In the event of any dispute, Client will pay
all undisputed amounts in the ordinary course, and
the Parties will endeavor to resolve all disputed items.
All accounts unpaid after 30 days from the date of
original invoice shall be subject to a service charge of
1 -1/2% per month, or the maximum amount
authorized by law, whichever is less. Engineer shall
be entitled to recover all reasonable costs and
disbursements, including reasonable attorneys fees,
incurred in connection with collecting amounts owed
by Client. In addition, Engineer may, after giving
seven days' written notice to Client, suspend services
under this Agreement until it receives full payment
for all amounts then due for services, expenses and
charges.
Exhibit A — General Contract Provisions Page 2 of 4 r : \WPWIN\CLIENT \SGndardContractTA A.aa
ARTICLE 9 — HAZARDOUS MATERIALS
Notwithstanding the Scope of Services to be provided
pursuant to this Agreement, it is understood and
agreed that Engineer is not a user, handler, generator,
operator, treater, storer, transporter or disposer of
hazardous or toxic substances, pollutants or
contaminants as any of the foregoing items are
defined by Federal, State and/or local law, rules or
regulations, now existing or hereafter amended, and
which may be found or identified on any Project
which is undertaken by Engineer.
The Client agrees to hold harmless, indemnify and
defend Engineer and its officers, subconsultant(s),
employees and agents from and against any and all
claims, losses, damages, liability and costs, including
but not limited to costs of defense, arising out of or in
any way connected with, the presence, discharge,
release, or escape of hazardous or toxic substances,
pollutants or contaminants of any kind, except that
this clause shall not apply to such liability as may
arise out of Engineer's sole negligence in the
performance of services under this Agreement arising
from or relating to hazardous or toxic substances,
pollutants, or contaminants specifically identified by
the Client and included within Engineer's services to
be provided under this Agreement.
ARTICLE 10 — INSURANCE
Engineer has procured general and professional
liability insurance. On request, Engineer will furnish
client with a certificate of insurance detailing the
precise nature and type of insurance, along with
applicable policy limits.
ARTICLE 11— TERMINATION
This Agreement may be terminated by either party
upon thirty days' written notice without cause. In the
event of termination, copies of plans, reports,
specifications, electronic drawing /data files (CADD),
field data, notes, and other documents whether
written, printed or recorded on any medium
whatsoever, finished or unfinished, prepared by the
Engineer pursuant to this Agreement and pertaining
to the work or to the Project, (hereinafter
"Instruments of Service "), shall be made available to
the Client pursuant to Article 7. All provisions of this
Agreement allocating responsibility or liability
between the Client and Engineer shall survive the
completion of the services hereunder and/or the
termination of this Agreement.
ARTICLE 12 — INDEMNIFICATION
The Engineer agrees, to the fullest extent permitted
by law, to indemnify and hold the Client harmless
from any damage, liability or cost (including
reasonable attorneys' fees and costs of defense) to the
extent caused by the Engineer's negligent acts, errors
or omissions in the performance of professional
services under this Agreement and those of his or her
subconsultants or anyone for whom the Engineer is
legally liable.
The Client agrees to the fullest extent permitted by
law, to indemnify and hold the Engineer harmless
from any damage, liability or cost (including
reasonable attorneys' fees and costs of defense) to the
extent caused by the Client's negligent acts, errors or
omissions and those of his or her contractors,
subcontractors or consultants or anyone for whom the
Client is legally liable, and arising from the project
that is the subject of this Agreement.
ARTICLE 13 — ASSIGNMENT
Neither Party to this Agreement shall assign its
interest in this agreement, any proceeds due under the
Agreement nor any claims that may arise from
services or payments due under the Agreement
without the written consent of the other Party. Any
assignment in violation of this provision shall be null
and void.
ARTICLE 14 — CONTROLLING LAW
This Agreement is to be governed by the laws of the
State of Minnesota.
ARTICLE 15 — CONFLICT RESOLUTION
In an effort to resolve any conflicts that arise during
the design or construction of the project or following
the completion of the project, the Client and Engineer
agree that all disputes between them arising out of or
relating to this Agreement shall be submitted to
nonbinding mediation as a precondition to any formal
legal proceedings.
ARTICLE 16 — CONFIDENTIALITY
The Engineer agrees to keep confidential and not to
disclose to any person or entity, other than the
Engineer's employees, subconsultants and the general
contractor and subcontractors, if appropriate, any data
and information furnished to the Engineer and
marked CONFIDENTIAL by the Client. These
provisions shall not apply to information in whatever
form that comes into the public domain, nor shall it
restrict the Engineer from giving notices required by
law or complying with an order to provide
information or data when such order is issued by a
court, administrative agency or other authority with
proper jurisdiction, or if it is reasonably necessary for
the Engineer to complete services under the
Agreement or defend itself from any suit or claim.
Exhibit A — General Contract Provisions Page 3 of 4 r : \WPWIN\CLIENT \SGndardContractTA A.aa
ARTICLE 17 — DATA PRACTICES
COMPLIANCE
Engineer will have access to data collected or
maintained by the Client to the extent necessary to
perform Engineer's obligation under this contract.
Engineer acknowledges that, pursuant to Minn. Stat.
§ 13.05, subdivision 11, all of the data created,
collected, received, stored, used, maintained or
disseminated by Contract in performing the contract
are subject to the requirements of the Minnesota
Government Data Practices Act (the Act), Minnesota
Statutes chapter 13. Engineer is required to comply
with the requirements of the Act as if it were a
government entity. Engineer acknowledges that the
remedies provided in Minn. Stat. § 13.08 apply to
Engineer with respect to such data. Engineer will
notify the Client of all requests for data that Engineer
receives. Engineer agrees to defend and indemnify
the Client from any claim, liability, or damage that
result from Engineer's violation of the Act or this
section of the contract. Upon termination of this
contract, Engineer agrees to return data to the Client
as requested by the Client. The obligations of this
section of the contract, including the obligation to
defend and indemnify the Client, shall survive the
termination of this Contract and shall continue so
long as the data exists.
Exhibit A — General Contract Provisions Page 4 of 4 r : \WPWIN\CLIENT \SGndardContractTA A.aa
!i SB 2015 Rate Schedule
Survey Crew
One - Person Crew $130
Two - Person Crew $160
Three - Person Crew $180
Underwater Inspection Dive Team $460
Office Technician $41 1 $631 $731 $83
Costs associated with word processing, cell phones, reproduction of common correspondence and mailing
are included in the above hourly rates. Vehicle mileage is normally included in our billing rates, but can be
charged separately if specifically outlined by contract.
Reimbursable expenses include costs associated with plan, specification and report reproduction, permit fee,
delivery cost, etc.
Rate Schedule is adjusted annually.
Each staff person is assigned one billing rate that is commensurate with their experience and expertise.
Multiple rates illustrate the varying levels of experience within each category.
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Billing Rate /Hour
1
Principal
$153
Associate / Senior Project Manager
$1331$1431$153
Project Manager
$1171$1231$129
Project Engineer
$99 1 $1071 $1 171 $123 1 $129
Graduate Engineer
$781$831$891$94
Sr Landscape Architect / Sr Planner / Sr GIS Specialist
$1061$1141$1221$1301$138
Landscape Architect / Planner / GIS Specialist
$651 $721 $791 $861 $961 $102
Engineering Specialist/ Senior Environmental Scientist
$88 1 $95 1 $101 1 $1081 $1 171 $126
Engineering Technician / Environmental Scientist
$511$581$651$721$771$83
Construction Observer
$871 $93 1 $98 1 $104 1 $1 10
Coring Crew
One - Person Crew
$160
Two - Person Crew
$235
Survey Crew
One - Person Crew $130
Two - Person Crew $160
Three - Person Crew $180
Underwater Inspection Dive Team $460
Office Technician $41 1 $631 $731 $83
Costs associated with word processing, cell phones, reproduction of common correspondence and mailing
are included in the above hourly rates. Vehicle mileage is normally included in our billing rates, but can be
charged separately if specifically outlined by contract.
Reimbursable expenses include costs associated with plan, specification and report reproduction, permit fee,
delivery cost, etc.
Rate Schedule is adjusted annually.
Each staff person is assigned one billing rate that is commensurate with their experience and expertise.
Multiple rates illustrate the varying levels of experience within each category.
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WSB & Associates, Inc.
Equipment Expense Form — 2015
Project Number:
Phase:
Submitter:
Date:
Item Rate
Equipment
$15 /each
Concrete Coring Machine (2 person crew)
$235/hour
Dissolved Oxygen Meter
$30 /day
PH Meter
$30 /day
Confined Space Rescue Equipment
$200 /day
Boat (canoe or flat bottom)
$50 /day
Generator
$50 /day
Hand Auger
$20 /day
Multi -Gas Monitor
$50 /day
LEL Meter
$50 /day
Photoionization Detector (PID)
$50 /day
GPS Unit / iPad with GNSS Receiver
$50 /day
Sampling Pump
$35 /day
Sampling Equipment, Groundwater
$45 /day
Survey Equipment
$50 /day
Water Level Indicator
$20 /day
Supplies
Bailer, Disposable Polyethylene
$15 /each
Ice
$3 /each
Padlock
$15 /each
PPE, Level C (per person)
$60 /day
PPE, Modified Level D (per person)
$40 /day
Soil Core Sampler
$3 /each
Soil Sampling supplies (unite = 70 gloves, 35 bags)
$20 /unit
Office
Photocopies
$020 /page
Plan Sheets
$3 /each
Travel
Bailer, Disposable Polyethylene
$15 /day
Vehicle Mileage
$0.79 /mile
■
WSB
i
uantit
MINNESOTA DEFARTMENT OF
COMMERCE
MPCA Leak # 19812
Applicant Name City of Monticello
Address 505 Walnut Street, Suite 1
Monticello, MN 55362
Petroleum Tank Release Cleanup Fund
Standardized Proposal and Invoice Form
Limited Site Investigation (LSI)
or Full Remedial Investigation
Nonstandard Scope of Work
Site Name 100 Broadway East
Site Address 100 Broadway East
Monticello, MN 55362
Task Description
Administrative Tasks
Agency status update
• +
$116 per field work event
Amount Proposed Amount Invoiced for
Proposed Tasks
$100.00 $
Applicant status update [drilling]
$629 per drilling event
$300.00
$
Applicant status update [quarterly sampling]
$169 per quarterly sampling event
$
$
Background review
$678 per leak site
$300.00
$
Drum disposal management
$339 per disposal
$
$
Field work notification and scheduling
$230 per field work event /see rule
$200.00
$
Health and safety plan
$303 per leak site
$
$
Nonspecific administration
$242 per step of services
$200.00
$
Off -site access time
$1,210 per required off -site property
$
$
Sample shipping and transportation
$109 per shipping event
$
$
State duty officer emergency contact
$165 per call
$160.00
$
Consultant ri ing ancl Excavation c ivities
Drilling oversight, field log prep, & soil sampling [25' or shallower boring]
$182 per boring
$900.00 $
Drilling oversight, field log prep, & soil sampling [boring deeper than 25']
$8 per foot
$100.00
$
Free product recovery through hand bailing or portable pump
$128 per well per event
$
$
Hydraulic conductivity field test
$169 per nec. tested well
$
$
Monitoring well installation oversight & development [up to 2 hrs.]
$339 per well
$
$
Monitoring well installation oversight & development [beyond 2 hrs]
$508 per well
$
$
Monitoring well sealing oversight
$85 per well
$
$
Surveying& surveying equipment
$230 per surveying event
$
$
Surveying & surveying equipment [licensed pro surveyor necessary]
$908 per surveying event
$
$
Temporary well installation oversight [25' or shallower well]
$182 per well
$900.00
$
Temporary well installation oversight [well deeper than 25']
$8 per foot
$100.00
$
Utility backfill investigation
$85 per hand -auger boring
$
$
Utility clearance
$242 per utility clearance event
$
$
Utility clearance [private utility locator necessary]
F
$605 per clearance event
$250.00
$
Karst field survey
$2,396
$
$
Surface water receptor survey and risk evaluation
$169 per leak site
$160.00
$
Vapor receptor survey and risk evaluation
$847 per leak site plus:
$600.00
$
• citizen contact [beyond 8]
• $21 each
# of add'I contacts:
• subsurface monitoring point [beyond 8]
• $43 each
# of add'I pts.:
Water well receptor survey and risk evaluation
$911 per leak site plus:
$600.00
$
• citizen contact or property surveyed [beyond 15]
S
• $43 each
# of add'I cc or ps:
AST soil sampling
$43 per sample on chain -of- custody
$
$
Composted soil sampling
$85 per sampling event
$
$
Contaminated stockpile soil sampling
$43 per sample on chain -of- custody
$
$
Excavation soil sampling [tank being removed or abandoned]
$85 /tank + $4.24/cy excavated
$
$
Excavation soil sampling [tank not being removed or abandoned]
$1.70 per cubic yard excavated
$
$
Excavation soil sampling [test pit excavation]
$85 per test pit
$
$
Groundwater sampling (permanent monitoring well)
$149/well per sampling event
$
is
Groundwater sampling (other than permanent monitoring well)
$43 per sampling point
is
is
Land- treated soil sampling
$85 per sampling event
is
is
*See Minn. Rules, Chapter 2890 for complete information. These values are summarized and are only a guide.
Page 1 of 3 7/2013
S Agency
Annual monitoring report preparation
$1,863 per report plus:
$ $
• well [beyond 3]
• $43 each
# of add'I wells:
• follow -up vapor monitoring performed
• $169
Performed? Y or N
• subsurface monitoring point plotted on a site map [beyond 8]
• $9 each
# of add'I pts.:
• property added to a property table [beyond 16]
• $9 each
# of add'I properties:
Composting monitoring worksheet preparation
$85 per worksheet
$
$
Composting site application preparation
$678 per composting site
$
$
Excavation report preparation
$593 per report
$
$
Free product recovery report worksheet preparation
$169 per site
$
$
Investigation report preparation (full RI) [closure or monitoring]
$5,739 plus:
$
$
• karst field survey attachment
• $1,597
Included? Y or N
• soil boring [beyond 5]
• $182 each
# of add'I borings:
• well [beyond 3]
• $237 each
# of add'I wells:
• subsurface monitoring point plotted on a site map [beyond 8]
• $9 each
# of add'I pts.:
• property added to a property table [beyond 16]
• $9 each
# of add'I properties:
Investigation report preparation (full RI) [active remediation]
$5,908 plus:
$
$
• karst field survey attachment
• $1,597
Included? Y or N
• soil boring [beyond 5]
• $182 each
# of add'I borings:
• well [beyond 3]
• $237 each
# of add'I wells:
• subsurface monitoring point plotted on a site map [beyond 8]
• $9 each
# of add'I pts.:
• property added to a property table [beyond 16]
• $9 each
# of add'I properties:
Investigation report preparation (LSI only)
$4,208 plus:
$2,514.00
• karst field survey attachment
• $1,597
Included? Y or N
• soil boring [beyond 5]
• $152 each
# of add'I borings:
• subsurface monitoring point plotted on a site map [beyond 8]
• $9 each
# of add'I pts.:
• property added to a property table [beyond 16]
• $9 each
# of add'I properties:
Land treatment application preparation
$169 per application
$
$
Land treatment monitoring worksheet preparation
$128 per worksheet
$
$
Land treatment site application preparation
$678 per land treatment site
$
$
Land treatment spreading notification form preparation
$85 per notification
$
$
Quarterly monitoring report preparation
$466 per report plus:
$
$
• well [beyond 3]
• $43 each
# of add'I wells:
• if follow -up vapor monitoring is performed
• $85
Performed? Y or N
• subsurface monitoring point plotted on a site map [beyond 8]
• $9 each
# of add'I pts.:
• property added to a property table [beyond 16]
• $9 each
# of add'I properties:
Thermal treatment application preparation
arges
Travel time [to perform a task above, excluding "karst field survey "]
$169 per application
$
$
$85 per hour
$85.00
$
Travel time [to perform "karstfield survey "]
$116 per hour
$
$
Travel time [to perform a task not listed above]
Vehicle mileage
Per diem
ment and Field Supplies Charges (list items included in proposal)
Photoionization Detector
Traveler's hourly rate
$
$
$0.79 a mile
$30.00
$
$164 per day per person
Disposable items = Cost to buy the
items
Reusable items = Lesser of purchase
or rental cost
$
$200.00
$
NONE
$
Soil Sampling Suplies (gloves, etc.)
$40.00
$
Ice
$3.00
$
Contractor Services Included in this Consultant Proposal
Analytical Services (list analytical methods and unit costs incin
Method Unit Cost
$ $
see Minn. Rules 2890.2700 -3000
DRO in soil /groundwater
$38
$684.00
$
GRO /BTEX/MTBE in soil
$22
$396.00
$
VOCs in groundwater
$55
$440.00
SVOC in soil
$185
$925.00
Lead in soil /groundwater
$20
$360.00
VOCs in soil vapr
$180
$1,440.00
Grain Size w/ hydrometer
$90
$270.00
s (list drilling tasks included in proposal)
Technology Unit Unit Cost
see Minn. Rules 2890.3100 -3700
$ $
Mobilization
Each
350
$700.00 $
$2,560.00 $
$60.00
$292.00 $
see Minn. Rule 2890.3850 $80.00 $
Rig Operator
Hour
160
Vapor Samples
Ft.
$7.50
Grout Ft. $1
Permi
Temperary Well Permit
Other Tasks Required by the MPCA
$15,949.00 $
Amount Invoiced for
Total Proposed I Proposed Tasks
7/2013
INVOICE SUMMARY (to be connDleted by consultant after the work has been Derformed)
Total amount invoiced for proposed tasks
$
(enter amount from page 2)
Total amount invoiced for tasks not proposed
$
(enter amount associated with column A of the Change Order form)
GRAND TO L AMOUNT INVOICED FOR WORK PERFORMED
CONSULTANT
Consultant Providing Above Proposal WSB & Associates, Inc.
Contact Person Ryan Spencer
Phone 763- 231 -4854
FaX 763- 541 -1700
E -mail Address rsoencer(@wsbena.com
I hereby certify that this document accurately reflects the details specified in the RFP dated 5 -26 -15 and the anticipated costs for a limited site
investigation or full remedial investigation, which total $ 15,949 I further certifythatthe hourly rates to be charged for consultant
services WILL X WILL NOT exceed the maximum hourly labor rates for consultant services listed in Minn. Rule 2890.1400 [Maximum hourly
rates are as follows: SLP = $157, MLP = $116, ELP = $85, FT = $79, DP = $67, WP = $48]. If line is not marked, it is assumed to be "will not."
Ryan Spencer 5/26/2015
Consultant Name (please print) Consultant Signature Date
WSB & Associates, Inc. 3443
Consultant Company Petrofund Registration Number
APPLICANT
This proposal must be signed and dated by the consultant. NOTARIZATION (of applicant signature)
To accept this proposal, sign and date it in front of a notary public.
Signature of applicant indicating acceptance Date
Name (please print)
Company
Signed or attested before me this day
of 20
Notary Public
[sta m p]
My Commission Expires
Page 3 of 3 7/2013
' Minnesota Pollution Control Agency
dam' 520 Lafayette Road North I St. Paul, Minnesota 55155 -4194 1 651 -296 -6300
800 -657 -3864 1 651- 282 -5332 TTY I www.pca.state.mn.us I Equal Opportunity Employer
May 21, 2015
Scibani Disson
Monticello EDA
505 Walnut St, STE 1
Monticello, MN 55326
S'• t i
MAY 2 0 2015
RE: Petroleum Storage Tank Release Investigation and Corrective Action
Site: Former Phillips 66 Station, 100 Broadway East, Monticello, Wright County 55326
Site ID #: LEAK 19812
Dear Scibani Disson:
Notice of Release
The Minnesota Pollution Control Agency (MPCA) has been informed that a release of petroleum has occurred from
storage tanks and /or storage tank facilities that were previously located on your property. The MPCA further
understands that you have volunteered to take corrective actions to address this release. The MPCA appreciates your
assistance in this matter. The purpose of this letter is to explain your eligibility for Petrofund reimbursement and to
outline the actions that the MPCA staff request that you take.
Legal Obligations
State laws require that persons legally responsible for storage tank releases notify the MPCA of the release and /or
discovery of contamination, investigate, and if necessary, clean up the release and /or contamination. A person is
considered legally responsible for a petroleum tank release if the person owned or operated the tank either during or
after the release, unless specifically exempted under the law. See Minn. Stat. §115C.021(2012).
If development of this property or the surrounding area is planned,_ State laws "require that persons properly manage
contaminated soil and /or water uncovered or disturbed even if they are not legally responsible for the storage tank
release(s). Developers and other interested parties must also incorporate appropriate response actions to prevent
the further spreading of contamination. To receive MPCA review and approval of proposed response actions, please
contact the Petroleum Brownfields Program (PBP) at 651- 296 -6300 or at 1- 800 - 657 -3864, or visit their website at
http : / /www.oca.state.mn.us /foYP80a. If petroleum contamination is encountered during development work, the
Minnesota State Duty Officer should be notified immediately. ,
Request to Take Corrective Action
The MPCA staff is requesting you to take the steps necessary to investigate, and if necessary, clean up the release in
accordance with MPCA guidance documents. The site investigation must fully define the extent and magnitude of the, soil
and /or groundwater contamination caused by the releases /contamination. Unless your site is considered "high priority"
(see below), you must submit a report to the MPCA which details the results of the investigation or concludes that,
excavation was sufficient to clean up the release; within 10 months of the date of this letter. The MPCA reserves the right
to reject proposed corrective actions if the requirements of the site investigation have not been fulfilled. For related
Guidance, check the following website: http : / /Www.pca.state.mn.us /isri80e.
The' MPCA considers certain site conditions as high priority; including sites with "free product" (free - floating
petroleum) that have affected or that threaten to affect drinking water supplies, sites where pollutants are being
released to surface waters such as lakes or wetlands, and sites where petroleum or other vapors have been detected
within structures or that pose fire or explosion hazards. If one or more of these situations apply to your site, you
must submit an Investigation Report Form (refer to guidance documents) to the MPCA within 90 days. The MPCA
reserves the right to reject proposed corrective actions if the requirements of the site investigation have not been
fulfilled. In addition, if you know or discover that there is free product in a well, excavation, or borehole, you must
notify the MPCA immediately of such a release and as rapidly and thoroughly as possible begin interim free product
recovery (refer to guidance documents). If you have any question as to whether your site is high priority, please
contact the MPCA project manager listed below.
Scibani Disson
Page 2
May 21, 2015
Reimbursement for Petroleum Site Investigations
Although you are not a responsible person for the release pursuant to state law, you hold legal or equitable title to the
property where the release occurred, and may therefore volunteer to take corrective action. In 1987, the legislature
established the Petroleum Tank Release Compensation Fund (Petrofund) to reimburse some responsible persons and
volunteers who take corrective action for a portion of their costs. The Petrofund is administered by the Petroleum Tank
Release Compensation Board (Petro Board), which is part of the Minnesota Department of Commerce. To learn more
about the Petrofund reimbursement program and to ensure you are eligible for reimbursement, please contact
Petrofund staff at 651- 539 -1515 or 1- 800 - 638 -0418 (in greater Minnesota only) prior to incurring costs at the Site. More
information is available on the Petrofund's website at http: / /mn.gov /commerce /topics /Petrofund /. The MPCA strongly
encourages you to familiarize yourself with the program requirements in order to maximize the available reimbursement.
Please be aware that Petrofund reimbursement determinations are made by Petrofund staff at the Department of
Commerce. The determinations are based on whether or not the work performed at a leak site was necessary for
investigation and corrective action, which is determined by MPCA staff, and whether or not the costs for that work
were reasonable, which is determined by Petrofund staff.
If you have not already done so, the MPCA recommends that you hire a qualified consulting firm to help you
investigate and cleanup the contamination on your site. A qualified consulting firm should have experience in
conducting investigations of contaminated sites and in developing and implementing corrective actions for
petroleum investigations. The consultant must be registered with the PetroBoard if you wish to have your costs
considered for reimbursement. A list of registered contractors and consultants is available from the Petrofund staff.
Please note, under the PetroBoard's rules, Minn. R. 2890 (2012), you must solicit a minimum of two written
competitive consultant proposals on a form prescribed by the Petro Board to incur costs eligible for reimbursement
and a minimum of two written competitive contractor bids must also be obtained for each contractor service. The
MPCA encourages you to contact Petrofund staff for answers to all of your questions about bidding and the other
Petrofund reimbursement program requirements.
Required Response
Please provide notification to the MPCA by submitting the enclosed Leaksite Ownership Form to the MPCA project
manager listed below. The Leaksite Ownership Form must be completed and submitted within 30 days of your receipt
of this letter to indicate whether you intend to proceed with the requested investigation and /or corrective action..
MPCA guidance documents will provide you with the information necessary to complete a successful investigation
and cleanup. if you have any questions concerning this letter or need additional information, please contact me at
651- 757 -2838 or e-mail at gary.zarling@state.mn.us. Please reference the above LEAK # in all correspondence.
If you are calling long distance, you may reach the MPCA by calling 1 -800- 657 -3864.
Sincerely,
. _i(�
Gary W. Zarling
Project Manager
Petroleum Remediation and Redevelopment Section
Remediation Division
GWZ:kg ,
Enclosures
cc: Ms.' Cathy Schuman, Dep Clk - Proj Coord
Mr. Steve Joerg, Fire Chief, Monticello
Mr. Sean Riley, Administrator, Planning/Zoning, Wright County
Mr. Ryan Spencer, WSB and Associates - Minneapolis
EDA Agenda: 06/08/15
8. Consideration to approve a license agreement between the City of Monticello and
EDA for parking at 201 East Broadway (Cedar Street Garden Center). (JO /AS)
A. REFERENCE AND BACKGROUND
The EDA is asked to consider granting a temporary license to the City of Monticello for
public parking purposes. The subject property for the license agreement is 201 East
Broadway, the western-most parcel of the former Cedar Street Garden Center site.
Over the past few months, City staff have been working with adjacent property owners at
141 East Broadway and 107 Cedar to address parking needs for their businesses, located
along the Cedar Street corridor north of Broadway. An aerial site image is attached for
reference.
The property at 107 Cedar Street has no private parking on the parcel. The property at 141
East Broadway actually has part of its parking area in the Cedar Street right of way. And,
as with many downtown properties and businesses, existing property lines and lack of
written documentation regarding cross parking agreements have created a situation in
which the property at 107 Cedar is experiencing a shortage of parking for customers and
employees.
At this time, the City and property owners are still working through potential long -term
parking options and costs. The EDA is asked to consider an allowance for public parking
on the existing paved surface on the 201 East Broadway property until such time as
solutions for the Cedar Street right of way can be presented for approval to the City
Council.
A license agreement between the EDA and City is sought in order to create a public
parking option. Parking as a private principal use of property is not allowable under the
zoning ordinance. "Public uses" are allowed as principal uses of property. This would
include parking lots. The public parking condition will also formalize past parking
arrangements between the EDA and Council for parking demand on this site for the sliding
hill at East Bridge Park.
If the EDA is amenable to such a license agreement, the City will be asked to consider the
same and to authorize staff time and equipment for maintenance (snow removal, etc.) No
repairs to the existing paved surface are planned under this agreement.
Staff has suggested a sunset date of December 31, 2016 in order to allow for time to
develop alternatives, seek agreement, and construct improvements associated with any
approved option.
If any long -term solutions were to impact the east side of the Cedar Street right of way in
this area (adjacent to the EDA's property) or to 201 East Broadway EDA property itself,
this information would be provided in a secondary update or decision.
Al. Budget Impact: No impact to EDA is anticipated. Finance Director will verify
insurance requirements as needed.
A2. Staff Impact: Council will be asked to consider staff and City equipment impact for
snow removal.
B. ALTERNATIVE ACTIONS
Motion to approve a license agreement as described for 201 East Broadway, with
direction to staff to prepare a license agreement for execution by the EDA
Executive Director and President, with a termination date of December 31, 2016.
2. Motion of other.
C. STAFF RECOMMENDATION
Staff recommends Alternative 91. The license agreement is a temporary condition to allow
the City Council and property owners to develop a long -term parking solution for this
corridor.
D. SUPPORTING DATA
A. Aerial Site Image
B. Parking Request
2
Cedar Street Parking Area June 4, 2015
Mont
City Boundary cinch = 94 feet
��T� icell or
o
Source: Esn, DigitaIGbbe, GeoEye,
Earthstar Geographics, CNES /Airbus DS,
USDA, USGS, AEX, Getmapping,
Aerogrid, IGN, IGP, swisstopo, and the
G IS Use r Co m mu nity
Map Powered by Data Link
from WSB & Associates
Cedarview Office Suites
107 Cedar Street
Monticello, MN 55362
Mr. Jeff O'Neill
City of Monticello
Sir,
26 May 2015
I would like to request temporary parking relief for Cedarview Office Suites on behalf of Mr.
Dennis Anderson, the business owner. We have recently been using the lot on the corner of
Cedar Street and Broadway. I mistakenly understood that it could be used for overflow parking,
but that was a winter only situation for the Bridge Park sledding congestion. We currently have
submitted a new parking plan for Cedarview and ask for temporary parking use of the lot on
Cedar Street until the new parking is completed.
Respectfully,
Scott Drayna
Cedarview Building Manager
763 - 443 -3237
EDA Agenda: 06/10/15
9. Consideration to approve an update to the March 2014 Hospitality Study as related to
Embracing Downtown Plan. (AS)
A. REFERENCE & BACKGROUND
The EDA is asked to approve an update to the March, 2014 hospitality study completed by
Hospitality Consulting Group.
In December of 2013, the EDA authorized funding for the study at the request of the
reSTOREing Downtown organization. The 2014 study evaluated the City's position in the
marketplace relative to the ability to support new hotel development. In particular, the EDA
was interested in learning whether the downtown area might be a viable location for hotel
development.
The completed study illustrated that hotel development for Monticello would likely be ripe
within several years, based on occupancy, room rates, and competition information available
at that time. The study also indicated that there were sites in the downtown that could be
viable for hotel development.
Since the time of the study's completion, the report document has been distributed by Market
Matching, City staff, and a number of local realtors. The City has been contacted by various
parties interested in hotel development in the community as a result of the study. Therefore,
staff believes that the study has been successful in generating preliminary interest in the
Monticello market for hotel development.
As interest is present, and the City has learned that downtown is a viable location for a new
hotel development via the previous study, the question now becomes one of feasibility and
financing. The scope of the proposed 2015 update would provide information for gauging
both.
Hospitality Consulting Group has prepared a scope of work which includes an update to
hotel - related data (such as average daily rate and occupancy information), but also looks
deeper into the actual market feasibility for a hotel in Monticello. To complete the study,
general information on a hotel schematic including number of rooms, square footage,
construction costs, and land acquisition costs would need to be provided. Based on the results
of the last market study, the goal would be to provide HCG with information on a mid- to
upper mid -scale hotel concept in the downtown. City staff would work with HCG and hotel
developers to provide the hotel schematic data for the report.
The more detailed focus of the study update would serve the EDA in two primary capacities:
1) it will provide more information on the level of business subsidy which may be required to
make a project work within the context of a downtown redevelopment site, and 2) it will
provide a measure by which prospective hotel developers can evaluate whether a new lodging
facility can be market justified at this time.
EDA Agenda: 06/10/15
It should be noted that while the City will work with HCG and a hotel developer or
developers for baseline information on a mid to upper mid -scale hotel development
schematic, this study will again be a public document and can therefore be used by any firm
to assist in developing market feasibility information. Staff has confirmed with Mr. Sherf that
the repot will be developed in such a way that hotel developers outside of this range can
adjust based on their variables.
The EDA is making no commitment to a specific developer as related to any project or site.
Similar to the last study, the report will be publicly available to any interested party.
As with the previous market study request, it is important to gauge the value of completing
this project relative to the objectives of the Embracing Downtown Plan. In the case of the
hospitality study, the Embracing Downtown Plan specifically cites the river as an asset and
notes "uses that can capitalize on the ... proximity to the park and Mississippi River" should
be encouraged. Furthermore, the Economic Development chapter of the Comprehensive Plan
includes as a Guiding Principle: "A shared understanding of realistic market potential is the
foundation for design and generation of a healthy business mix." A market study update to
now include financing feasibility will support that principle. In addition, "Removal of other
physical and economic barriers to achieve community objectives." is cited as an intervention
which may be required by the City in order to achieve the goals of Embracing Downtown. It
has been indicated to City staff that in some cases, hotel developers may not be able to
complete their own market studies, but rather require independent market analysis for investor
purposes. The EDA's study may help remove that barrier.
Al. Budget Impact: HCG has provided an estimate of $4,000 for the updated study.
This expense is proposed to come from the EDA's "General" sub -fund which has a
current balance in its "Marketing" line item of $16,350.00 as of the close of
November, 2013.
A2. Staff Impact: The City Administrator and Community Development Director will
work with HCG to provide requested background data.
B. ALTERNATIVE ACTIONS
Motion to recommend the EDA contract with Hospitality Consulting Group to fund an
updated market study analysis for hospitality uses as related to Embracing Downtown
plan.
2. Motion to table for further discussion.
C. STAFF RECOMMENDATION
Staff supports the completion of the update to the 2014 hospitality market analysis for the
purpose of supporting further redevelopment activity consistent with the Embracing
Downtown plan. The report will provide both hotel developers and the EDA with more
2
EDA Agenda: 06/10/15
detailed financial feasibility information specific to supporting hotel development in the
downtown.
It was noted with the 2014 report that the first study would likely be followed by other,
similar requests for foundational information needed for the successful redevelopment of
downtown consistent with the Embracing Downtown plan.
D. SUPPORTING DATA
1. Hospitality Consulting Group Proposal
Hospitality
CONSULTING GROUP
June 2, 2015
Angela Schumann, AICP
Community Development Director
City of Monticello
505 Walnut Street
Monticello, MN 55362
Dear Ms. Schumann:
Hospitality Consulting Group is pleased to present the following proposal to update
the hotel market study for Monticello, Minnesota that we conducted in March 2014.
We understand that the City is interested in examining the economic feasibility of a
specific hotel schematic and related development costs to be located within the
downtown area. The purpose of this study will be to re- evaluate the market potential
that exists for a new hotel in the community and to prepare operating and financial
projections for the identified hotel concept. This letter presents our understanding of
the assignment, the services which we propose to provide, the timing and fees
required and the conditions and limitations under which we would work.
BACKGROUND AND UNDERSTANDING
We understand that the City of Monticello is interested in attracting a new hotel to
anchor its downtown redevelopment efforts along Highway 25 in the downtown
area. Accordingly, the City is interested in determining whether a new lodging
facility can be market justified at this time.
Based on its findings from the study performed last year, the Hospitality Consulting
Group concluded that a new upper midscale hotel would have the greatest
possibility for economic success, however, the market was not strong enough to
support a new hotel at the time of the study. Key findings of the study included:
1. The local hotel market occupancy was found to be approximately 57 percent,
after adjustment for atypical demand from power plant maintenance crews;
2. Upscale demand was leaving the market in favor of higher quality hotels in
Maple Grove; and
5315 Eureka Road
Excelsior, MN 55331
Phone (612) 867 -1649 hcgroup2 @gmail.com
Ms. Angela Schumann
Page 2
3. The Monticello lodging market experienced a number of capacity nights
during the summer and during certain community events.
SCOPE OF SERVICES
The scope of services that we propose to update our evaluation of the hotel
development potential in Monticello is detailed below:
- Meet with you and other city officials to obtain details on the hotel schematic
that is to be evaluated and to identify potential sites to be evaluated;
- Update current economic and demographic data pertaining to the local and
regional market to evaluate the present economic climate and to estimate
future growth potential, particularly as it relates to lodging demand;
- Obtain current data regarding the performance of the local hotel market and re-
interview several of the local employers who utilize lodging accommodations in
order to quantify the current overall demand for hotel rooms in the market
area and demand that is deterred from the market;
- Inspect the other hotels in Monticello and evaluate them with respect to their
age, facilities and amenities, rate structure and their relative competitiveness;
- Identify other proposed hotel developments in the area and assess their
probability of completion and the degree to which they would compete with
the subject hotel;
- Prepare estimates of future lodging demand and likely market penetration for
the identified hotel from which utilization (occupancy and average rate) and
resulting room sales will be prepared for the hotel's first five years of
operation; and
- Prepare estimates of room revenue, other revenue, and the operating
expenses for the identified hotel project to the level of cash flow available for
debt service, for its first five years of operations.
- Based on the site costs and the estimated hotel development costs, prepare a
feasibility analysis that analyzes the ability of the hotel to meet its debt service
obligations under likely financing assumptions.
At the conclusion of the market study we will review our findings, conclusions and
recommendations with you.
5315 Eureka Road
Excelsior, MN 55331
Phone (612) 867 -1649 hcgroup2@gmail.com
Ms. Angela Schumann
Page 3
Final Report
We will prepare a final written report that will contain our findings, conclusions, hotel
facility description and financial projections, as well as the underlying data and
documentation supporting the analysis. The report will contain sufficient information
and analysis to assist potential developers in determining their level of interest in
pursuing a hotel development. The report will be provided in draft form for your
review and comment prior to finalization.
ESTIMATED FEES AND TIME FRAME
Based on the scope of the work outlined, the fee required for this engagement will be
$4,000. This fee includes all expenses associated with the assignment. Our fee includes
three bound copies of the final report and an electronic copy. If additional bound
copies are requested, we will provide them to you at our reproduction cost.
Our fees for this engagement will not exceed $4,000 unless the scope of our work is
significantly expanded. If additional work in excess of the scope described above, we
will discuss the matter with you so that a mutually acceptable revision may be made.
Of course you may terminate this engagement at any time by so informing us, in which
case you would only be responsible for the fees and expenses incurred to that point.
In accordance with our Firm's policy on consulting engagements, a retainer of $2,000
must accompany confirmation of this engagement. The remaining $2,000 will be due
upon receipt of the draft report and must be paid prior to release of the final report. If
the project is halted at any time, we will refund any unused portion of the fee received.
Our availability to begin this engagement is subject to scheduling but typically falls
within two weeks of receiving authorization and the retainer. We will use our best
efforts to complete the market study within three weeks of beginning the assignment.
TERMS AND CONDITIONS
Our report will be based on estimates, assumptions and other information developed
from our research of the market knowledge of the industry and meetings with City
officials. The sources of information and bases of our estimates and assumptions will
be stated in the report. The terms of this engagement are such that we will have no
obligation to revise the report or the projected operating results to reflect events or
conditions that occur subsequent to the completion of our field work in the market.
However, we will be available to discuss the necessity for future revision because of
changes in the economic or market factors affecting the proposed project.
5315 Eureka Road
Excelsior, MN 55331
Phone (612) 867 -1649 hcgroup2 @gmail.com
Ms. Angela Schumann
Page 4
Some assumptions inevitably will not materialize, and unanticipated events and
circumstances may occur; therefore, actual results achieved during the periods
covered by our prospective analyses will vary from those described in our report, and
the variations may be material. Our report will contain a statement to this effect.
Further, we will not be responsible for future marketing efforts and other management
actions upon which actual results will depend.
Our report is intended for the information of the City of Monticello and may be
provided to interested hotel developers. It may also be used in its entirety in support
of financing efforts for a specific hotel project in the community. However, neither the
report nor its contents may be referred to or quoted in any registration statement,
prospectus, private placement memorandum, appraisal or other investment document
without our prior review and written consent. It is agreed that the liability of
Hospitality Consulting Group and its employees is limited to the amount of fee paid
as liquidated damages.
ACCEPTANCE PROCEDURE
If this proposal meets with your approval, please return a signed copy of this
engagement letter along with a retainer check as authorization to proceed with the
engagement.
If you have any questions or would like to discuss this proposal further, please feel free
to call. We look forward to working with you on this project.
Sincerely,
HOSPITALITY CONSULTIING GROUP
Stephen W. Sherf
President
ACCEPTED BY:
TITLE:
DATE:
5315 Eureka Road
Excelsior, MN 55331
Phone (612) 867 -1649 hcgroup2 @gmail.com
Ms. Angela Schumann
Page 5
Profile
Stephen Sherf - President, Hospitality Consulting Group
Stephen Sherf has over 30 years of operational and consulting experience in the hospitality
industry. He spent 15 years with a large national public accounting firm, where he was the
partner -in- charge of the hospitality consulting division for the Upper Midwest. He also
started a gaming consulting company where he worked for 15 years, and most recently,
founded a hospitality consulting company.
Mr. Sherf has an extensive background in hospitality consulting that encompasses market
studies, valuations, appraisals, acquisitions and sales. He has performed market studies and
other advisory services for over 200 hotel projects located mainly throughout the Midwest,
for clients that include developers, lenders, hotel companies, and municipalities.
He also has particular expertise in development consulting to the gaming industry and has
worked on numerous income producing real estate projects that include nursing homes,
elderly housing, subsidized and market rate housing, office buildings, retail developments,
water parks convention centers, ice arenas, restaurants, convenience stores, bowling alleys
and cinemas.
Operating positions held during Mr. Sherf s career include restaurant manager, auditor, Vice
President of Development for a hotel company, and Treasurer for a gaming company where
he oversaw the operations of three Colorado casinos.
Mr. Sherf is known for his hands -on involvement and realistic conclusions. Where
appropriate, development recommendations are backed by an economic feasibility analysis
and a sensitivity analysis to assess risk.
He has provided expert witness testimony relating to the valuation of hotels and
restaurants and business interruption claims. He has taught continuing education seminars
and spoken at gaming, investment, and state appraisal conferences. He has been a guest
lecturer at the University of Minnesota Graduate School of Business and Stout University. He
is frequently quoted in local newspapers and business magazines.
Mr. Sherf received an undergraduate degree in economics and an MBA in finance from
Cornell University. He holds a real estate license in Minnesota and Wisconsin and has taken
several American Appraisal Institute courses. He is a Certified Public Accountant (inactive),
is active in the Minnesota Lodging Association, has served on the planning commission for
the City of Minnetrista, and has held a Colorado gaming license.
5315 Eureka Road
Excelsior, MN 55331
Phone (612) 867 -1649 hcgroup2 @gmail.com
EDA Agenda: 06/10/15
10. Consideration of an update regarding 2015 -2016 Market Matching Services. (JO /AS)
A. REFERENCE AND BACKGROUND
The current contract for services with WSB Market Matching expires in July, 2015.
In regard to a continuing contract for services, the EDA's adopted work plan includes a goal
for researching the establishment of a dedicated economic development staff person. In work
plan discussions, it was noted that internal staffing would directly impact the City's contract
for Market Matching services. The discussion also indicated that a clearer understanding of
Market Matching's benefits for sales and marketing efforts would need to be better defined
going forward. With that understanding, staff has not requested that a 2015 -2016 Market
Matching contract be prepared for EDA review.
On May 4th, the City Administrator and Community Development Director met with Market
Matching representative John Uphoff to provide notice that further discussions would need to
occur with the EDA and City as related to a 2015 -2016 contract. It was noted that if an
economic development staff position were created, the contract would likely be modified
accordingly. Staff also spoke with WSB President Bret Weiss in early June to indicate that
the EDA would likely better understand the need for specific types of Market Matching
services later in 2015, after the staffing discussion was resolved.
The EDA sub - committee met on May 21" to begin their discussion on an economic
development staffing recommendation. As the EDA sub - committee of Jim Davidson, Lloyd
Hilgart and City staff continues to work through the staffing analysis, the EDA will be
provided with additional information and recommendations.
If the EDA would prefer that staff request a contract for 2015 -2016 Market Matching
services, staff will work with the Market Matching team to prepare the document for a July
review.
Al. Budget Impact: Should the EDA wish to work through the staff evaluation prior to a
new Market Matching contract, the EDA will discontinue payment of $4,000 per month
for services beginning in July, 2015. Information on costs for a modified contract for
services will be provided with a future recommendation on staffing and marketing
services.
A2. Staff Impact: Staff will continue to evaluate options for staffing and marketing
services with the EDA sub - committee.
B. ALTERNATIVE ACTIONS
1. Motion not to proceed with a 2015 -2016 Market Matching contract at this time, to
continue to evaluate necessary Market Matching services for 2015 -2016, and to direct
staff to send a letter to WSB & Associates regarding this intent.
EDA Agenda: 06/10/15
2. Motion to direct staff to work with WSB & Associates to prepare a contract for 2015-
2016 Market Matching services for July EDA review.
3. Motion of other.
C. STAFF RECOMMENDATION
At this time, staff recommends proceeding with continued evaluation of economic
development staffing prior to proceeding with a Market Matching contract extension.
Understanding what may be handled internally versus through consulting services is an
important component for determining 2015 -2016 needs. In addition, the City's budgeting
process will begin shortly, and as such, the EDA will need to prepare its staffing
recommendation for Council review. The outcomes of Council's decisions will also impact
the EDA's direction.
D. SUPPORTING DATA
A. 2014 -2015 Market Matching Contract
2
W S
& Associates, Inc. engineering • planning • environmental • construction
July 9, 2014
Mr. Jeff O'Neill
City Administrator
City of Monticello
505 Walnut Avenue, Suite 1
Monticello, MN 56069
Re: Economic Development Services for the City of Monticello
Dear Mr. O'Neill:
701 Xenia Avenue South
Suite 300
Minneapolis, MN 55416
Tel: 763 - 541 -4800
Fax: 763 -541 -1700
Thank you for again providing WSB & Associates the opportunity to submit this proposal to provide
Economic Development Services for the City of Monticello. Provided below is a summary of the proposed
Scope of Services and Fee:
SCOPE OF SERVICES:
The Economic Development Services Monthly infographic prepared by WSB & Associates and dated
July, 2014 is adopted as an addendum to this contract. All services as outlined within the Economic
Development Services Monthly infographic are hereby assumed services and deliverables as part of the
following contract.
Task 1: Deliverable Development & Data Collection
Deliverable 1: Market Data
Revision /completion of the original contract's remaining tangible deliverables within
the first 45 days of the new contract. To include the following:
o Housing market demand analysis report
Deployment of completed market matching materials
Review site maps and update every two months
Deliverable 2: Data Deployment
- Dedicated focus on news release and development of economic
development/business features for City communication outlets.
• WSB will coordinate press releases as needed
• WSB will ensure consistent integration of USP throughout all marketing
efforts
• WSB will provide content and copy for the City's economic development
website
• Deliverable 3: Data Management
Manage and report on SalesForce CRM Community Partner Portal
o WSB will include the CRM report in the written monthly market matching
report to staff.
Business Retention & Expansion
Equal Opportunity Employer
wsbeng.com
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- WSB will conduct three BR &E interviews per month
• Data collected from BR &E interviews will be provided to and reviewed by
Greater MSP & MNDEED
• WSB will include data collected from BR &E interviews in monthly market
matching report to staff
• Deliverable 4: Economic Development Opportunities
- WSB will identify and assist in identifying potential economic development
opportunities: including the following:
• Land Acquisition
• Financial Incentive Opportunities
Task 2: Market Engagement
• Deliverable 4: Profile of Targeted Prospects
EDA/staff discussion regarding targeted industries and potential market entrants as it
relates to City -held properties
o Coordinate EDA/City Negotiations Team work on City -held properties to
determine sale disposition and representation; produce sale pieces; develop
and present recommended sales strategy
• Produce sales pieces
• Develop and present sales strategy
- Coordination of Tour for Prospective Leads
o WSB will coordinate tours for prospective leads as necessary.
Deliverable 5: Deliver Leads /Assist in Closing
- Act as a conduit for information and resource for market entrant and the City staff
(on- going)
o WSB will take a lead role in providing detailed development related
information to all qualified leads including:
• Assistance with financial package preparation in consultation with
City staff, policy makers, and financial consultant
• Attendance at pre- design meetings associated with Market Matching
leads.
Deliverable 6:
- Active networking with potential market entrants (on- going)
• External Organization and level of participation (on- going)
• Greater MSP — WSB retains membership and acts as representative
• DEED — City retains memberships and WSB acts as representative
• EDAM — WSB retains membership and WSB acts as representative
• Central Minnesota Initiative Foundation — City retains membership and WSB
acts as representative
• Minnesota Chamber of Commerce — WSB retains membership and acts as
representative
• Broadband Properties — City retains membership and WSB acts as
representative
• Wright County Economic Development Partnership — membership by both
City and WSB and WSB acts as primary representative with City support
• Minnesota High Tech Association — WSB acts as representative
• Central Minnesota Industrial Partnership — WSB acts as representative
• Central MN Manufacturer's Association — WSB acts as representative
• Conference and Association Trade Shows — TBD
• Sensible Land Use Coalition — WSB acts as representative
• League of Minnesota Cities — WSB acts as representative
• NAIOP — WSB acts as representative
• CoreNet Global — WSB acts as representative
• Urban Land Use Institute — WSB acts as representative
Maintain current understanding of existing Grant programs for potential use in
conjunction with Market Matching efforts.
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o Monthly report to staff on opportunities and corresponding project fit
Task 3: Project Management
• Deliverable 7:
- Provide consistent and effective communication with City Staff, EDA, and City
Council. (see communications plan)
• WSB will provide Weekly Email Updates to City Staff
• WSB will attend Bi- Weekly Staff Update Meetings
• WSB will provide Written Monthly Memo to City Staff of Market Matching
efforts
• WSB will provide Bi- Monthly Presentation to the EDA and City Council
meetings on a monthly rotating basis. The governing body whose meeting is
not attended will receive an email update
• WSB will prepare website information
• WSB will deploy the City Economic Development Flyer
• WSB will prepare Property Site Flyers on an as needed basis
• WSB will coordinate with the Chamber of Commerce in conjunction with
Market Matching efforts and property map updates.
FEE FOR SERVICES
As outlined in the 2014 Economic Development Services contract, the City has the option to retain WSB
& Associates for an additional 12 months at the fee of $4,000 per month.
Travel expenses incurred by WSB within the State of MN as part of the Economic Development Services
offering are still included in the monthly fee stated above. Travel expenses incurred by WSB for travel
outside of the State of MN that is directed by the City of Monticello shall be paid for according to a
negotiated price.
Additionally, fees for services outside of the above described scope that may be required from time to
time shall be completed at an additional hourly rate. Types of services could include the following:
Grant/Funding Support
FiberNet Monticello Marketing Support
Website Management
The above described services will be provided in accordance with WSB's in -place Professional Services
Agreement. If you are in agreement with the proposed project Scope of Services and FEE, please sign
below and return one copy to our office.
If you have any questions or comments regarding the above information, please contact either one of us
at (763) 541 -4800.
Sincerely,
WSB & Associates
John Uphoff Brian J. Bourassa, PE
Economic Development Specialist Principal
Approval Signature
By:
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EDA Agenda: 06/10/15
11. Economic Development Director's Report (JO /AS)
Work Plan
The EDA's Annual Work Plan was approved by the City Council on May 26th, 2015.
Economic Development Position
Commissioners Jim Davidson and Lloyd Hilgart met with staff on May 21" to begin work on
developing an outline of job responsibilities and organizational function. At this time, staff is
working through development of a draft job description, after which the group will meet again
to determine relationship to Market Matching and other consultant responsibilities.
Information will then be forwarded to the full EDA with the goal of preparing a formal
recommendation to the City Council for budgeting purposes.
EDA/HRA Levy
The City Council approved moving forward with a letter of intent regarding the EDA and /or
HRA levy on May 26th, with the caveat that staff confirm that the letter is not legally binding.
The EDA's attorney confirmed that the letter is not legally binding in an email on May 28th,
2015. Tammy Omdahl is working with Wright County on the necessary language for the
letter. Again, the letter is required to be sent by July 1, 2015 for 2016 levying purposes.
Monarch Development Housing Proposal
On May 26th, the City Council reviewed a concept proposal presented by Monarch
Development regarding a multi - family housing project proposed for the east side of the
former Ruff Auto salvage yard. The project is an affordable housing project and Monarch
Development was seeking a preliminary letter of support from the City for application to
Minnesota Housing Finance for housing tax credits. At this time, Monarch has not requested
any other City - related financial assistance, including TIF. Council approved the letter, a copy
of which is included with this report, as are the presented Monarch proposal.
If Monarch is successful with their tax credit application, a number of City review process are
required. The EDA will be kept informed if and when the project moves forward. As the
City's HRA, the EDA may be asked to make a formal recommendation on the project.
Solar Energy Update
1. City Ordinance
Amendments to the Monticello Zoning Ordinance were tabled to the July meeting of the
Planning Commission and the public hearing continued to that point. In the past, the
Commission had tabled the item due to the discussions occurring at the legislative level
regarding solar energy system regulation. At this time, staff is not aware that any legislation
passed impacting the City's solar ordinance work (related to size of facilities and
corresponding local review, for example). In their comments at the June meeting, the
Planning Commission expressed support for accessory use solar energy systems, with two of
the three current Commissioners also supportive of an allowance for principal use solar under
a PUD rezoning. However, the Planning Commission requested additional time to review and
EDA Agenda: 06/10/15
consider previously presented ordinance amendments in June and provide additional direction
regarding any principal use solar energy. Information on the proposed amendments can be
found with the June Planning Commission agenda.
2. County Ordinance
Wright County Planning Commission has tabled action on the proposed solar amendments to
their June meeting. The County continues to consider and study the issues associated with
these regulations.
3. City Comment - Xcel Energy Comment and PUC Petition for Relief
Xcel Energy has formally commented to the PUC on processing of applications for solar
garden proposals exceeding 1 megawatt under its Solar Rewards program. In response, an
ad hoc community of solar businesses filed a petition for expedited relief to the Public
Utilities Commission. A hearing has been scheduled for June 25th on this issue.
The City Council was asked on May 26th, 2015 to consider approving a letter of comment on
the issue. The Council approved release of the letter. A copy of the draft letter is attached for
EDA's reference.
TAC Update
1. Fallon Avenue
On May 26th, 2015, the City Council voted 3 -2 to approve alignment Option 3A for Fallon
Avenue. A copy of the staff report can be access on the City Council agenda page.
2. School Boulevard West Extension
Also on My 26th, the City Council voted 4 -1 to remove a west extension conceptual alignment
for School Boulevard through Bertram Chain of Lakes Regional Park. This decision is
consistent with past decisions related to the park and provides clarity for future grant
applications and west interchange planning.
More information on this item can also be found on the City Council agenda page.
2
Production Occupations
Wright County Wage Comparison
May 22nd, 2015
Anoka
Ramsey
Scott
Carver
7- County Metro, Combined
Hennepin
Sherburne
Washington
Dakota
Wright
V
Median Hourly Earnings
$18.17
$17.83
$17.67
$17.55
$17.38
$17.23
$17.08
$16.85
$16.59
$16.43
Source: Economic Modeling Specialists, Int'I
Wright County has the lowest median hourly earnings rate for production jobs when compared to the
Met Council designated 7- county metro (and Sherburne County); Wright County's median production
earnings are $1.74 lower than those in Anoka county, which has the highest median hourly earnings for
production jobs in the Met Council designated 7- county metro.
Wright County joins Dakota, Hennepin, Sherburne and Washington counties in having a lower median
hourly earnings rate for production occupations than the Met Council designated 7- county combined
average.
Manufacturing Industry
*Calculated by multiplying average weekly wage by the number of weeks in a year.
Source: Quarterly Workforce Employment and Wages, Minnesota Department of Employment and Economic
Development
Wright County's manufacturing sector has a lower average weekly wage level than all of the counties in
the Met Council designated 7- county metro area (and Sherburne County).
Neighboring Hennepin and Carver counties have the third and fourth highest average weekly
manufacturing wage level, respectively.
i
_
Average Weekly Wages
Estimated Average Annual Wages*
Ramsey
$1,494
$77,688
Anoka
$1,375
$71,500
Hennepin
$1,358
$70,616
Carver
$1,208
$62,816
Scott
$1,199
$62,348
Washington
$1,182
$61,464
Dakota
$1,172
$60,944
Sherburne
$991
$51,532
Wright
$941
$48,932
*Calculated by multiplying average weekly wage by the number of weeks in a year.
Source: Quarterly Workforce Employment and Wages, Minnesota Department of Employment and Economic
Development
Wright County's manufacturing sector has a lower average weekly wage level than all of the counties in
the Met Council designated 7- county metro area (and Sherburne County).
Neighboring Hennepin and Carver counties have the third and fourth highest average weekly
manufacturing wage level, respectively.
All Industries
..
Average Weekly Wages
Estimated Average Annual Wages*
Hennepin
$1,198
$62,296
Ramsey
$1,078
$56,056
Da kota
$923
$47,996
Carver
$905
$47,060
Anoka
$890
$46,280
Scott
$834
$43,368
Washington
$784
$40,768
Sherburne
$744
$38,688
Wright
$714
$37,128
*Calculated by multiplying average weekly wage by the number of weeks in a year.
Source: Quarterly Workforce Employment and Wages, Minnesota Department of Employment and Economic
Development
>> Average manufacturing wages are higher than the total average wage in all counties.
>> Wright County has a lower average weekly wage level than all counties in the Met Council designated
7- county metro area; estimated average annual wages in Wright County are $37,128, roughly $25,168
lower than average annual wages in Hennepin County.
CITY OF
Montf(ello
Mr. Michael J. Kearney
MONARCH DEVELOPMENT GROUP, LLC
3909 Hartzdale Drive, Suite 901
Camp Hill, PA 17011
Re: Cygnet Landing
Parcel ID: 155500101418
Dear Mr. Kearney:
PHONE: 763-295-2711 FAx:763- 295 -4404
505 Walnut Street Suite 11 Monticello, MN 55362
May 27, 2015
At the regular meeting on May 26, 2015, the Monticello City Council reviewed and endorsed the
Cygnet Landing housing development proposal that proposes 45 new construction townhomes in the
City of Monticello. This endorsement is based upon the findings that the development will meet
locally identified goals for the provision for a full range of housing choices which fit all stages of the
life - cycle. A need for this type of development is further identified by the 2014 Wright County
Housing study by Minnesota Housing Partnership Housing Profile, which states that 30% of owners
and 50% of renters in Wright County are cost - burdened (spending 30% or more of their household
income on housing).
As part of its endorsement, the City also notes that it has already made significant contributions to the
development by way of investments to improve the site. This property had been previously used as
an auto salvage and parts yard. In 2003, the City applied for and received two Contamination
Cleanup and Investigation Grants totaling $267,332 from the Minnesota Department of Employment
and Economic Development. The City of Monticello contributed a match in the amount of 12.5% of
the total cost of the cleanup project. The cleanup led to the Minnesota Pollution Control Agency
Issuing a "No Further Action" determination on March 25, 2004.
On a preliminary basis, it appears the development is appropriately zoned for the proposed housing
development. However, nothing in this letter shall be construed as waiving any and all land
development, subdivision, zoning, code and ordinance requirements of the City of Monticello
applicable to the proposal and those requirements of any other government authority. If you desire to
pursue development of this site, you will be required to make a full land development plan
submission to the City.
The City Council endorsement is evidenced by the City Council's approval of Resolution #2015 -041,
a copy of which is included with this letter. If you require further information regarding the
information in this letter or the resolution, please contact me at 763 - 295 -2711.
Sincerely,
CITY OF MONTICELLO
rian -S' ---P..-
tupf
The Honorable Mayor
www.ci.monticello.mn.us
%MONARCH
D e v e l o p m e n t G r o u p L L C
May 15, 2015
Mr. Brian Stumpf, Mayor
City of Monticello
505 Walnut Street
Monticello, MN 55362
RE: Cygnet Landing
Dear Mayor Stumpf,
It was a pleasure speaking with you and the City Planning staff on May 12th in regards to our proposed
housing development called Cygnet Landing. We are excited to be working in the City of Monticello due
to its location along the Mississippi River and easy access to Highway 94. Additionally, the combination
of income growth and a quality school district make Monticello the perfect place for a new affordable
workforce housing development.
As discussed during our meeting, our organization is in need of an official letter of support from the City
of Monticello in order to proceed with the Cygnet Landing concept and to submit an application to the
Minnesota Housing Finance Agency by their June 181h deadline. Therefore, we respectfully request to be
placed on the May 26th City Council meeting so we can further explain our development proposal to
council and to request approval for a letter of support. Our request at this time is solely for the support
letter, and we recognize that we will need to work through the City zoning and planning approval
process in order to obtain a building permit.
We are providing the following information for City planning staff and council review in advance of the
May 26th meeting:
❖ Cygnet Landing Development Synopsis
❖ Site Map and Preliminary Site Plan
Sample rendering of typical townhome style to be developed
Sample support letter being requested by Monarch Development Group
Overview of Monarch Development Group, LLC (Developer) and LHB, Inc. (Architect)
❖ Support letters and List of References for Monarch Development Group
❖ May 14, 2015 Press Release from the Pennsylvania Governor's Office naming Monarch
Development Group as recipient of one of only two awards statewide for "Innovation in Design"
We appreciate the City's time and attention to our request. Thank you!
Sin rely,
Michael J. Kearney
President /CEO
3909 Hartzdale Drive, Suite 901, Camp Hill, PA 17011 -7838
717- 731 -1161 Fax 717-731-9471 monarchdevelopmentgroup.com
CVnet Landing - Development Synopsis
The proposed Cygnet Landing is an affordable workforce rental housing development which will provide 45
new townhomes, consistent with goals of the City of Monticello including building the local economy and tax
base and providing attractive housing options to meet the needs of a growing City. The development consists
of the new construction of 18 two- bedroom and 27 three - bedroom townhomes, a new City street extending 6
Street through to Elm Street, and a storm water management pond on a 6.4 acre vacant lot southeast of the
corner of the 6th and Elm Street intersection.
The development team is strong and experienced. It includes Monarch Development Group, LLC, LHB, Inc.
(Architect), and MetroPlains Management (Property Management Agent). Significant aspects of the
development include:
® The development will represent an investment of more than $10 million into the community.
It transforms a longtime vacant, former auto scrap yard from an environmentally contaminated
blighted site into attractive new homes.
® Cygnet Landing combines an aesthetically - pleasing exterior design with impressive interior amenities
such as a spacious floor plan, energy star appliances including a dishwasher, washer, and dryer in each
unit, and high -speed internet.
® Applying statistics from the National Association of Home Builder's study, Cygnet Landing should
generate or help to retain approximately 50 jobs during construction.
All units will be affordable to households earning 60% of the area median income or less (which is
$51,960 for a family of four in Wright County).
Average proposed rent is $950 and $1,100 for the two - bedroom and three - bedroom townhomes,
respectively. Residents will pay for their own utilities (heating /cooling and electric).
a The development will be built to Minnesota Green Communities Criteria to ensure environmental
sensitivity, improvement in the quality of life for residents, and a high level of energy efficiency.
• Two homes will be fully handicapped accessible (ADA compliant) and one home will be equipped for a
household with hearing and /or vision impairments.
® Cygnet Landing is slated to begin construction in the Spring of 2016 with a proposed 12 month
construction period.
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(CITY LETTERHEAD)
HSAMPLE LETTER TEXTH
[DATE]
Michael. Kearney
Monarch Development Group, LLC
3909 Hartzdale Drive, Suite 901
Camp Hill, PA 17011
RE: Cygnet Landing
Parcel ID: 155500101418
Dear Mr. Kearney:
At its meeting on May 26, 2015, the Monticello City Council reviewed and endorsed the Cygnet Landing
housing development proposal that proposes 45 new construction townhomes in the City of Monticello. This
endorsement is based upon the findings that the development will meet locally identified housing needs and
that the proposed housing is in short supply in the local housing market. This need is evidenced by the 2014
Wright County Housing Study by Minnesota Housing Partnership housing profile, which states that 30% of
owners and 50% of renters in Wright County are cost - burdened (spending 30% or more of their household
income on housing).
As part of its endorsement, the City also notes that it has already made significant contributions to the
development by way of investments to improve the site. This property had been previously used as an auto
salvage and parts yard. In 2003, the City applied for and received two Contamination Cleanup and
Investigation Grants totaling $267,332 from the Minnesota Department of Employment and Economic
Development. The City of Monticello contributed a match in the amount of 12.5% of the total cost of the
cleanup project, or [specify amount of city contribution]. The cleanup led to the Minnesota Pollution Control
Agency issuing a No Further Action Determination on March 25, 2004.
On a preliminary basis, it appears the development would not require any special exceptions or variances for
use and that the appropriate zoning is currently in place for the proposed housing development. However,
nothing in this letter shall be construed as waiving any and all land development, subdivision, zoning, code,
and ordinance requirements of the City of Monticello applicable to the proposal and those requirements of
any other government authority. Please note that should you desire to pursue development of this site, you
will be required to make a full land development plan submission to the City.
As you know, Monticello has a citywide fiber optic network delivering high -speed internet through an entity
called Monticello Fibernet. If you proceed with development of this property, Monticello Fibernet commits to
pay for the internet hook -up lines to individual homes from the main line coming into the development. This
service has an estimated value of approximately [specify approximate value of connections].
The City Council endorsement is evidenced by the City Council's approval of Resolution [Number], a copy of
which is included with this letter. If you require further information regarding the information in this letter or
the Resolution, please contact me at [phone number].
Sincerely,
[Authorized City Representative]
MONARCH
Development Group LLC
Monarch Development Group, LLC is a residential real estate developer of affordable workforce renter and homeowner
housing and market rate housing. As an independent owner or part of a joint venture arrangement with non -profit
organizations, Monarch is a trusted partner in each development and is a good neighbor to the communities in which we
develop. The firm's exceptional team of professionals actively addresses the environmental, economic, physical, and political
issues inherent in each unique development project. Monarch ensures that all buildings developed are built with
environmentally - friendly technology and building practices since green buildings benefit communities and make housing more
affordable to residents.
Monarch's portfolio includes twelve developments across Pennsylvania, including eight completed, two under construction,
and two approaching closing, together representing 399 units and over $100 million in investment. Formed in 2005, Monarch
is an outgrowth of Mullin & Lonergan Associates, Inc., a consulting firm which has helped to develop more than 4,000 units
representing investment of over $700 million in Pennsylvania, New Jersey, and West Virginia. Additionally, Monarch also
owns and operates a property management company which has developed and manages nearly 800 units across Pennsylvania.
Monarch is comprised of Michael J. Kearney, Thomas J. Lonergan, Brandon R. Johnson, and Paul R. Aylesworth, bringing a
wealth of knowledge and experience to each real estate development opportunity.
MICHAEL J. KEARNEY (Principal) is President and CEO of Monarch Development Group, LLC and its affiliates. He is an
expert in affordable housing and has spent more than twenty-five years in housing development, including multifamily and
single family housing. Mr. Kearney has extensive experience in deal structuring including use of Federal Low - Income
Housing Tax Credits, Federal HOME program funds, Federal Home Loan Bank programs, HUD 202/811 programs, and a
variety of other federal and state programs. He has provided technical assistance to non -profit and for -profit organizations to
help create thousands of affordable housing units for renters and homeowners.
THOMAS J. LONERGAN (Principal) is the Chief Financial Officer of Monarch Development Group, LLC and its affiliates.
He has thirty years of experience in the housing and financial analysis field. Mr. Lonergan is a registered securities broker and
has assisted in the financing of more than 4,000 units utilizing the Federal Low - Income Housing Tax Credit program. Mr.
Lonergan's financial background is instrumental in managing partnership accounts and cash flow analysis during the
construction process, as well as post construction.
BRANDON R JOHNSON is the Development Director for Monarch Development Group, LLC. Mr. Johnson's primary
roles in the firm include site identification, development feasibility analysis, deal structuring, development team networking,
securing financing, and monitoring through and after construction completion. He specializes in Federal Low - Income Housing
Tax Credits and has also utilized financing from PHFA, FHLB, USDA, HUD, and more. Previously employed as a consultant,
Mr. Johnson has consulted on or developed over 1,000 units during his housing career.
PAUL R. AYLESWORTH is the Midwest Development Director of Monarch Development Group, LLC, focusing on
development in Minnesota and Wisconsin. His roles in include site selection, deal structuring, securing financing and
construction monitoring. Mr. Aylesworth is experienced in utilizing financing from Federal Low Income Housing Tax Credits,
HOME, CDBG, and other sources. Previously employed in the nonprofit community development sector, Mr. Aylesworth has
executed projects including new construction and preservation of affordable housing, as well as substantial rehabilitation of
community facilities, neighborhood economic development, and other community improvement initiatives.
I_
Fim Profile
Markets Served
• Housing
• Commercial
• Education
• Government
• Healthcare
• Industrial
• Public Works
• Pipeline and Utilities
Services Provided
• Architecture
• Civil Engineering
• Structural Engineering
• Mechanical Engineering
• Electrical Engineering
• Land Surveying
• Interior Design
• Landscape Architecture
+ Planning
Historic Preservation
Performance Metrics'"
Locations
21 West Superior Street,
Suite 500
Duluth, MN 55802
218.727.8446, 218.727.8456 Fax
701 Washington Avenue North,
Suite 200
Minneapolis, MN 55401
612.338.2029, 612.338.2088 Fax
63 East Second Street, Suite 150
Superior, WI 54880
725.392.2902
www.LHBcorp.com
�FMBF'
PERFORMANCE
DRIVEN DESIGN.
LHB
LHB is a multi- disciplinary architecture,
engineering, and planning firm known
for our high quality design leadership
and client service.
With a staff of 250, we provide
integrated design solutions from
our offices in Duluth, Minneapolis,
and Superior resulting in innovative,
creative, practical, and cost - effective
design solutions for our clients.
LHB is dedicated to being
environmentally responsible, reducing
the long term operating costs, and
improving the quality of life for our
clients.
Unique Qualifications:
Office location
• Public entitlement process
engagement
Diversity of staff and practice
including residential, commercial,
and high performance design
Interactive and inclusive design and
programming approach
Unique Abilities:
Flexibility in approach enabling
responsiveness to schedule and
budget
Assessing physical deficiencies
typified in building science of
1970's - 1990's structures
• Adaptive conversion of commercial
buildings into residential facilities
Distinguishing between public,
private and isolated spaces in
residential design.
Creating community spaces of
various scale and function
Design that is sensitive to and
informed by context
Facility with incorporating cutting
edge technologies when and where
appropriate
LHB Staff by Discipline
Licensed Architects ........................ 25
Graduate Architects .......................
15
Licensed Civil Engineers ...............
15
Licensed Mechanical Engineers .....
12
Licensed Fire Protection Engineers.. 1
Licensed Electrical Engineers...........
6
Licensed Structural Engineers........
14
Graduate Engineers .......................
30
Licensed Land Surveyors .................
3
Licensed Landscape Architects.........
5
Graduate Landscape Architects ......... I
Certified Interior Designers .............
3
A/E Design Technicians .................
66
Technical Staff .. ...............................
9
Administrative Staff .......................
43
Planning and Development .............
1
Historic Preservationist ....................
1
TOTAL LHB STAFF .................250
Housing Studio
PERFORMANCE
DRIVEN DESIGN.
Since 1989, LHB's award winning
Housing Studio has worked with
clients to design high quality housing
for residents with a variety of needs.
We are recognized for our ability
to work with diverse communities
and institutions to create projects
that both reflect and strengthen
their neighborhoods and campuses.
LHB has successfully partnered with
non -profit and for -profit housing
developers as well as Colleges and
Universities on the renovation or new
construction of over 7,000 housing
units ($665 million) in the region.
Our Housing Studio's depth is
reflected in the broad range of our
projects that include townhomes,
condominiums, apartment buildings,
supportive housing, senior living,
student residence halls, and mixed -use
developments. The structure of the
Housing Studio within LHB enables
us to provide architectural services
specializing in housing design with
the benefits of a consistent team of
in -house landscape architects, civil,
and structural engineers. Through this
integrated design approach we seek
opportunities to incorporate elements
of sustainable design into each project.
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PERFORMANCE
DRIVEN DESIGN.
Since 1989, LHB's award winning
Housing Studio has worked with
clients to design high quality housing
for residents with a variety of needs.
We are recognized for our ability
to work with diverse communities
and institutions to create projects
that both reflect and strengthen
their neighborhoods and campuses.
LHB has successfully partnered with
non -profit and for -profit housing
developers as well as Colleges and
Universities on the renovation or new
construction of over 7,000 housing
units ($665 million) in the region.
Our Housing Studio's depth is
reflected in the broad range of our
projects that include townhomes,
condominiums, apartment buildings,
supportive housing, senior living,
student residence halls, and mixed -use
developments. The structure of the
Housing Studio within LHB enables
us to provide architectural services
specializing in housing design with
the benefits of a consistent team of
in -house landscape architects, civil,
and structural engineers. Through this
integrated design approach we seek
opportunities to incorporate elements
of sustainable design into each project.
S-
JOE YANNUZZI
Mayor-
May 14, 2015
(11,1f a -f P aZI -e f .0 n
OFFICE OF THE MAYOR
Mr. Michael J. Kearney, President /CEO
Monarch Development Group, LLC
3909 Hartzdale Drive, Suite 901
Camp Hill, PA 17011
Dear Mr. Kearney:
I am pleased to provide Monarch Development Group with a letter of reference. As you are aware, the
City of Hazleton is located in Luzerne County, Pennsylvania, with a population of more than 25,000.
Additionally, Hazleton is the 1711 largest City in Pennsylvania and we are proud of our recent
revitalization efforts in and around downtown. Furthermore, we are excited to have Monarch as a
developer in our City.
It is exciting to see that our walking tour of the City back in the fall of 2012 is now bearing fruit with the
development of Gennaro Gardens. Monarch has been able to take a blighted property located on one
of our main corridors in the City and cause the investment of $8.6 million to create 36 affordable senior
units. Gennaro Gardens will help to improve this area of the City, but more importantly provide safe,
affordable, and decent housing for our seniors.
We are looking forward to continuing our relationship with Monarch to identify other potential
development opportunities. Thank youl
Sincerelj,eph
ayor J Yannuzzi
40 N. CHURCH STREET e HAZLETON, PENNSYLVANIA 18201 a PHONE (570) 459 -4910 ' FAX (570) 459 -4966
REDEVELOPMENT AUTHORITY OF THE COUNTY OF MONROE
15 South Courtland Strout East Stroudsburg, PA 18301 -2825
Phone: 570 -427 -4300 570- 421 -4301
Fax; 570-40-941-4
Email: rehab @enter.net
May 14, 2015
Mr. Michael J. Kearney, President/CEQ
Monarch Development Group, LLC
3909 Hartzdale Drive, Suite 901
Camp Hill, PA 17011
Dear Mr. Kearney:
As Executive Director of the Redevelopment Authority of the County of Monroe, I am pleased to
provide. you with this Letter of recommendation and :support: The: need for safe and affordable
housing has grown into a more critical need over the years especially in Monroe County, PA. Our
organization has worked with Monarch for many years and has seen the successful completion of
several affordable housing developments within the County. Some of these. include Wisteria
Commons; Skyline Heights., and Ivy Ridge. The variety of developments completed has helped to
provide quality affordable housing to both senior and families within our. communities. All these
projects were critically, important because you were able to meet a County's housing goal
incorporated. in their past and most recent Comprehensive Plan: created the opportunity for
public /p.riVate partnerships to develop affordable housing by utilizing various programs such as tax
credits, State funds (CDBG and HOME) and local funds (Act 137 Affordable Housing) - successfully.
I must say that Monarch has demonstrated time and time again their commitment to our community,
even when times, have been tough. Most recently you completed Trellis Way, which as you know,
has.been very challenging .considering what: has happened within our local housing market. Despite
the bad housing market conditions in Monroe County, the Trellis Way project was able to have a
significant community impact by eliminating a blighted site, reclaiming a'foreclosed property,, returning
it to productive use and creating a mixed - income community: I am impressed with the diligence and
perseverance of Monarch who had to work through some tough issues and to get he homes sold.
The availability of diverse and affordable housing is a fundamental issue that has and will continue to
require thoughtful consideration in our County. Monarch's projects have. been able to contribute to
that. sense of community by meeting the needs of our residents and provide those options that are
affordable for our low and moderate income families.
We value our relationship with Monarch and would recommend them as a trusted partner in any
community. Best of Luck!
Sincerely,
REDEVELOPMENT AUTHORITY
OF THE COUNTY OF— MONROE
It� �
r�
`Jlartha A. Rob fins '
`'Executive Director
4 (ommunity'k -tion Igency
For Bradford, Sullivan,' Susquehdnnd, Tiogd, TYlayne e? W51oming Counties
May 14, 2015
Mr. Michael J..Kearney, President /CEO .
Monarch Development Group,. LLC .
3909 Hartzdale Drive, Suite 901
Camp Hill, PA 17011 -
Dear Mike::
Trehab is proud.to, offer this letter of support to Monarch Development Group: Our.organizations have
worked together for approximately 20 years which has resulted in an expansion of affordable housing
options :across, the Northern Tier of Pennsylvania. There are often many challenges with development
/ and we-appreciate Monarch's dedication to working through tough issues and remaining committed to +
the communities we serve.
As a community action agency serving Susquehanna, Wyoming, Bradford, Wayne, Sullivan,_ and Tioga' '
Counties; and empl.oying'more than 225 staff, we.can say with certainty that Monarch is a thoughtful
developer who can '.be 'counted on time and"time again.
Best of Luck! ;
5inoer
Dennis Phelps' ,.
-1
Executive Director '
. 36.Public Avenue,. PO- Box366 :a Montrose, PA 18801- 0366: '
J. " TEL (570).278 =3338' _<:. 1 -800- 9.82 -4045 "FAX (570).278--l-889'
www.trehab.or9
711 (tell for the hearing/speecl�- hnpaired)
AH EQUAL OPPOVUHITU IIOPLOVI: .6 LINDU
r{- %MONARCH
Development Group L L C
REFERENCES
Monarch Development Group, LLC is a trusted partner in each development and is a good neighbor to the
communities in which we develop. The following is just a sampling of references who could attest to our
professionalism and company values:
❖ Holly Glauser
o Director of Development of the Pennsylvania Housing Finance Agency
o HGlauser@phfa.org
o (717) 780 -3994
0 211 North Front Street, Harrisburg, PA 17101
❖ Martha Robbins
o Executive Director of the Redevelopment Authority of the County of Monroe
o rehabgenter.net
o (570) 421 -4300
0 15 S Courtland Street, East Stroudsburg, PA 18301
Dorothy George
o Hazleton Housing Associates Corporation
o Executive Director of the Hazleton Housing Authority
o edgeorgegptd.net
o (570) 401 -8640
0 320 W. Mine Street, Hazleton, PA 18201
❖ Dennis Phelps
o Executive Director of Trehab, Inc.
o dphelps a,trehab.org
o (570) 278 -5227
0 36 Public Avenue, PO Box 366, Montrose, PA 18801
•'• Mayor Joe Yannuzzi
• o Mayor of the City of Hazleton, Pennsylvania
o mayorioena,hazletoncity.org
o (570) 459 -4910
0 40 N. Church Street, Hazleton, PA 18201
❖ Rich Widdoss
o Executive Director of the Housing Authority of Monroe County
o hamcdir@ptd.net
o (570) 421 -7770
o 1055 W Main Street, Stroudsburg, PA 18360
3909 Hartzdale Drive, Suite 901, Camp Hill, PA 17011 -7838
717 - 731 -1161 Fax 717-731-9471 monarchdevelopmentgroup.com
fyT.?
GOVERNOR TOM WOLF
JOBS THAT PAY. SCHOOLS THAT TEACH.
GOVERNMENT THAT WORKS.
FOR IMMEDIATE RELEASE
May 14, 2015
Governor Wolf Announces Tax Credits and PennHOMES funding for
Affordable Multifamily Developments in Pennsylvania
Funding Administered by PHFA Will Support Construction and Rehabilitation of 39
Developments Statewide
Harrisburg, PA— Governor Tom Wolf today announced awards of $36.9 million in tax credits
and $12.5 million in PennHOMES funding for the construction of 39 affordable multifamily
housing developments located throughout Pennsylvania. The tax credits are administered by
the Pennsylvania Housing Finance Agency and were approved by its board.
The tax credits awarded to developers will be used to attract more than $361 million of
investment funding for building, and rehabilitating, multifamily housing offering affordable rents.
"Low- income housing tax credits work because they leverage investment by the private sector
to make affordable rental housing possible," said Governor Wolf. "This is an example of the
public and private sectors working together to produce outstanding end results for
Pennsylvanians."
When completed, the developments receiving funding today will preserve and create an
additional 1,864 rental housing units for Pennsylvania residents.
"Over the years, tax credits have had a tremendous positive impact by stimulating the
construction of affordable rental housing across Pennsylvania," said PHFA Executive Director
and CEO Brian A. Hudson Sr. "This year's tax credits will continue that excellent record, and the
state's residents will benefit from the availability of more housing options."
Two proposals receiving tax credits today were selected by a jury of affordable housing
professionals for a funding award under the "Innovation in Design" category. St. John Neumann
II, located in Philadelphia, is being developed by Catholic Healthcare Services of the
Archdiocese of Philadelphia and expands on their successful historic rehabilitation of the former
St. John Neumann High School for Boys into 75 units of affordable housing for seniors.
Their proposal, consisting of 52 additional units, was selected because of the opportunities that
will be available to residents of the property, as well as the Grays Ferry senior community, at a
new Wellness Center being built at the site. Significant resources and programming will target
the physical, mental, social and recreational needs of seniors.
Additionally, a development called Sunflower Fields, located in Susquehanna Township,
Dauphin County, and sponsored by Monarch Development Group LLC and Affordable Housing
Associates of Dauphin County Inc., was selected in the Innovation in Design category as a
"Development Supported Agriculture" workforce housing development consisting of 36 single -
family rental homes.
This proposal is supported by a variety of partnerships and will promote sustained living with
long -term affordability through a community garden and harvest exchange. Additionally, the
development is supported by the Capital Areal Behavioral Health Collaborative Inc., and five
homes will be set aside for people diagnosed with special needs.
The 39 multifamily housing proposals that today are being awarded tax credits can be viewed
below.
Contact:
Jeff Sheridan — 717.783.1116
Scott Elliott, PHFA — 717.649. 6522 , selliott @phfa.org
East Ruff Auto Site May20, 2015
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