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EDA Agenda 06-11-2014EDA MEETING Wednesday, June 11th, 2014 6:00 p.m. Mississippi Room - 505 Walnut Street, Monticello, MN Commissioners: President Bill Demeules, Vice President Bill Tapper, Treasurer Tracy Hinz, Matt Frie, Rod Dragsten and Council members Tom Perrault and Brian Stumpf Staff: Executive Director Jeff O'Neill, Wayne Oberg, Angela Schumann 1. Call to Order. 2. Approve Meeting Minutes: a. May 14th, 2014 Regular Meeting Minutes 3. Consideration of additional agenda items. 4. Consideration of approving payment of bills. 5. Consideration to review Market Matching services to date and to request an amended /updated contract with WSB & Associates for Market Matching Economic Development Services. 6. Consideration of Director's Report. 7. Adjourn. EDA Agenda: 6/11/14 4. 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 2014 in the amount of $111,458.15. 2. Motion to approve the registers 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 Printed: 05107/2014 - 12.40PM Batch: 00203.05.2014 CITY O F o if, el 10 Account Number Vendor Description GL Date Check No Amount PO No 213 -MOM- 430400 CAWBEILKNUISONPA General -EDA 05113MM 0 280.00 Vendor Subtotal for Dep 46301 280.00 213- 46301 - 430400 KENNEDYAND GRAVEN CRAM Gwent EDA Mal m tbraao 3131 /14 05/13!2014 I12273 1,073.00 Vendor Subtotal for Dep 46301 1,073.00 213 - 46522.430400 CANII'BELL KNUTSON PA General - , "..,."� 1 at i M 1 a i 05/13k014 0 56.00 MGFARM - Pizza Factofy Vendor subtotal for Dept:46522 56.00 213 - 46522- 431990 RUSSELL SECUP=RESOURCE 130 East Broadway - (4) rekey existi 0511MM14 0 164.00 Vendor Subtotal for Ilep1 :46522 164.00 213 - 46522 - 431990 WILSON DEVET.oPJl/1ENT SMq( M DTMS - Embracing Downtown 0511311014 0 39250 Vendor Subtotal for DepL46522 39250 213 - 46522- 438100 XCEL ENER.GrY utx - MGFARM 51 -0798481 -0 0511312014 112304 67.52 Vendor Subtotal farDepr46522 6752 AP- Transactions by Aeeami4 (05/07/20I4 -12:40 ft* Page 1 Account Number Vendor Description GLDate Check No Amount PO No 213- 46522 - 438300 CENTERPOINTMIURGY MGFARM- 9739641 -0 OM312014 112256 15.06 213 -46522 - 438300 CENTERPOINTEI�IERGY MGFARM- 9739645 -1 05A3WI4 112256 12.59 213-46522-438300 CEAlI7iMINTENERGY MGFARM- 9429449-3 05/13=14 112256 12.59 21346522- 438300 CENTERPOINTENERG'Y =- MGFAAM- 9429448 -5 05/1312014 112256 119.50 21M6522-43R300 CENtERPOINTBNERGY =- MGFARM- 9429450 -1 05/13/2014 112256 I45.56 Vendor Subtotal for Dept46522 30530 213- 46522-443990 CUSTOM SBEETMETALMONITC MGFARM - Reroute 2 supply rans - a OM3/2014 112257 200.00 V=1or Subtotal for Dept:46522 200.00 213-46522 - 443990 HUUTAGE CONiSTRUCTION CO MGFARM -112 East Broadway St M- 051132014 112267 103,580.95 Vendor Subtau i for Dept46522 103,580.95 Subtotal for Fvad: 213 106,119.27 RepotToud: 106,11927 The preceding fist of bills payable was reviewed and approved for payment. Date: 6/11/14 Approved by: Tracy Hinz, Treasurer AP-Transactions by Acoou t (0%7=14 -12:40 PM} Page 2 A - ountS Payable Transactions by Account Mar: Ann.Zimmerman Printed: 05/22/2014- IA2PM Batch: 00701:05.2014 MoCITY iaello Account Number Vendor ]Description GL Rate Cheek No Amount PO No 21S4001-433200 US BANK CORPORATEPMT SYS SLUC- Shakopee on the Moftl 4/30f 05!15/1014 0 76.00 Vendor Stkotd for Dqx. -46301 76.00 213- 46522 - 431000 US BANK CORPORATE PMT SYS Advanced Disposal -March 2014 05/15/7014 0 10.55 vendor SubtoW fer Dept-46522 1055 213 - 46522- 438200 CITY OF MONnC ELLO utz - MGFARM -100 Broadway E 05/15!2014 0 48.64 213 - 46522 - 438200 CITY OFMOMICELL0 MGFARM- 100 Broadway E 05/1512014 0 126.72 Vendor Subtotal for DgXA6522 17536 Subbota1 for Fund: 213 261.91 Report Total: 261.91 The preceding Ust of bills payable was reviewed and approved for payment. Date: 6/11/14 Approved by, Tracy Hinz, Treasurer AP- Ttansacd= by Account (05/Z7J2014 - 1:42 PM) Page I � -counts Payable Transactions by Account user: Ann. mrmerman Printed: 05f=2014- 2:11PM Batch: 00205- 05.2014 �sT OF Account Number Vendor Desrr"on GL Date Check No Amount PO No 2I3- 46301 -430300 WSB & ASSOCIATES INC EcoacmicDevelopment & MexketMe 0512811014 0 4,000.00 Vendor Subtotal for Depi:4630I 4,000.00 213- 46301 - 431990 HARRYLANTTO 5114/14EDAmeeftrecceft 05/28f2014 0 50.00 Vendor Subtotal forDept:46301 50.00 21346522- 431990 WILSON DEVELOPMENT SERVIC MCrFARM- Acquisition & Reloce= 0929MI.4 0 7.39 21346522 - 431990 WILSON DEVELOPMENT SEAM( MGFARM - Acquish m & mowrw 05)=014 0 919.75 Vendor Subtotal for DeptA5 2 927.14 213-46522,438100 XCELENERGY ZCULPS- 51- 0623087 S 05/28/2014 112367 17.10 213 - 46522 - 438100 XCELENERGY MGFARM -51 -05173848 05/2812014 112367 11.5I 213 - 46522 - 438100 XCELENERGY utx - MGFARM 51-05173 65-5 0928/2014 112367 71.22 Vendor Subtotal forDept:46522 99.83 Subtotal for Fnnd:213 5,076.97 Report Total: 5,076.97 AP rasa dons byAcco=(n5n2/2014 - 2:11 PM) The preying IM of bills payable was reviewed and approved for payment. Pap I Date: 6/11 114 Approved by: Tracy Hinz, Treasurer F -I \ b J / R. / \ � oCD 0 �# v kN 5 6°° X2§2 W¢� 7 �a & �$ E@ 2�k$ k ,0 a I■w■ It Mp m £ \ \ ƒ « k a aId my cn I- 0 [O � Q .3 d h U N 0 U9 U) z 0 a a � w Li� I z a LL) W d Q U _a Y tn CY W c W It 0 0 LO O Fes- s O $mom nn 73 iu> z S a m N c a m CL 'D -2 IL L Q Ci � d J Q7 Q C O LLJ CL ix v t+i a ��-t 7 LL 0 a- o 0 c - Ca U) to 0 a z Nzm IL a a 140 m VN ono ono vry w Om ano v� o�`o N 69 6a 64 q sNs oo 6Fi � 64 69 69 6q fH M G9 V3 b4 if) Vi O � 6R rCDi 69 N .% C:) b9 n 69 ^ 6R N b3 a GA 00 00 o er r. r C) t+f R1 N N N M h N T �A t.l 4 R, PZ 9 U v 4 d N cZ G E O Ocu Q V V L C: R C y O � O � co o w U W U O m E LZ E o a — Z .E-- c u Q >- E N M i V1 00 O in o C'n -- ^ " C) Rd, O C1 t� -- %D O O O \4 �o O W E.- O \D O V7 O �t G O rA d- O r- M O N O Wf 00 00 G? vi In t 00 M O 01 o � 6fi b9 C/? N - . U 69 Ge 69 bR 64 65 �aN O M bA ti0 M ~ O � d c N aM e� a w vAN 00 c ;aM a� a � papd� r�adq NCD N "O D is u N u A s� o � ..� N � �• C W � W A A � � � °� ,� � o aQ U �Q U V �UL/1 0i U1il1 V1� bm cmVim, 's; 's: 's; s: �; U oCU w O O .yy. 2 w w a� m �y O U U y�r a y CC CC cin UricrcUvAUE-+ W a. a �C U ��A, WSB crc Associates; Inc. engineering • planning - environments! - construction 701 Xenia Avenue South Suite 300 City of Monticello April 28, 2014 Minneapolis, MN 55416 Attn: Wayne Oberg, Finance Director Project No: 01494 -720 Tel: (763) 541 -4800 505 Walnut Street, Suite 1 Invoice No: S, 'J ax: 641;.1700 - Monticello, MN 55362 -8831 ,, •; Economic Development & Market Matching Professional Services from March 41, 2014 to . MAY ' - . - - - - - - - - - - - i- - - - - - - - - - r - .. - - s v -4i•.. Phase 01 2013 -2014 Pee r Total Fee 36,000.00 Percent Complete 100,00 Total Earned 36,000.00 Previous Fee Billing 32,000.00 Current Fee Billing 4,000.00 Total Fee 4,000.00 Dom' Total this phase $4,000,00 Total this Invoice $4,000.00 Comments: Approved by: �S4 Reviewed by: Bret Weiss Project Manager: John UphofF St. Clued + Minneapolis R St. Paul Equal Opportunity Employer wsheng.com FROM: CHECK AMOUNT: CHECK REQUEST - PAY 7 5 2014 .. . Kitty Baltos, C,omift' vn1ty. Center Director REQUEST DATE: ` Check to: Harry T, Lantto 'V'endor 9 907 — 2nd Ave 8 Buffalo, MN 55313 Meeting Worked: Planning Commission Date 5/0 f Time ap � � � Amount Due Meeting Date Time Amount Due :SO � 00 Other Date Time Amount Due Total Dine: Planning Commission: EDA Other Authorized q Date TIME SHEETS ATTACHED "Please return to KITTY for forwarding* MONTICELLO COMMUNITY CENTER TIME SHEET Employee Mime HARRY LANTTO Position PUBLIC MEETING RECORDER - CONTRACT Meeting Payment $50 for first 3 hours Agreement: $10 per hour for every hour after MEETING RECORDER; SIGNA' DATE; RUTH( DATE: Harry T. Lautto TIME'' ..�T3T' . Hours Worked Meeting 5 co 5: Meeting Payment $50 for first 3 hours Agreement: $10 per hour for every hour after MEETING RECORDER; SIGNA' DATE; RUTH( DATE: Harry T. Lautto G son Invoice submitted to: City of Monticello Attn: Angela Schumann 505 Walnut Street Monticello, MN 55362 Wilson Development Services, LI-C 510 North Chestnut Street, Suite 200 Chaska, MN 55318 952.448.4630 800.448.4830 FEIN 26- 1629971 Invoice Date Invoice llfumbor Lost Bill Date April 28, 2014 22913 3/17/2014 In Reference To: Acquisition & Relocation Services - Montgomery Farms Professional Services r 4� �e Hrs /Rate Amount. -Pizza Facto ..Eke ren 3/31.2014 DHW Time 1.50 165,00 0611 Jim Peterson, inform relocation will be used to make rent 110.001hr payments. Letter to Garry regarding notice of relocation use of funds for rent Pizza. Factory (Ekegren) . 3/412014 DHW Tim. a 0,20 22.00. Received Angela edits, call with Angela & Torn,'Peterson was notified 110,00lhr of relocation .use of funds Pizza Factory (Ekegren) 3/1012014.NNF Time 1.10 104.50 Discussed with Dan, prepared advance Business-Re- Establishment 95.00/hr claim for unpaid rent. Processed advance claim with lotter of transmittal for regular mall to Garry @ Pizza Factory for review & signature. Updated file, Pizza Factory (Ekegren) Dl-IW Time 0.30 33.00 Call from Angela regarding March rent due, Discuss with Helen 110, 00 /hr relodation claim form for rent Pizza Factory (Ekegren) 3/13/2014 DML Time 0.10 7.50 Received via mail the signed certified receipt - update file 75.00/hr Pizza Factory (Ekegren) City of Monticello Monticello- Montgomery Farms page 2 rs /Rate Amount 312112014 DHW Time 0,30 33,00 Andrew at Heritage called - discuss Invoice & process for payment 110.00Ihr Pizza Factory (Ekegren) 312212014 DHW Time 1,50 165.00 Prepare letter to Garry E advising three options for rent & relocation 110.001hr Memo to Andrew request additional information; break out of hook -up costs & Garry's rent obligations. Memo to Jim Peterson regarding landlord contribution Pizza Factory (Ekegren) 3/2412014 DML Time 1,00 75,00 Type memo to Jim Peterson of Sullseye Properties & Angela 76.001hr Schuman at City of Monticello regarding Heritage. Construction Invoice. Type memo to Andrew Harvala of Heritage Construction, cc; Angela Schuman, Jim Peterson & Garry Ekegren regarding Invoice #61043 need additional information on Roof, Plumbing, HVAC, Electrical, Type letter to Garry Ekegren, send via USPS regarding Heritage Cbnst. Inv. #8043- clarify intentions with respect to delinquent rent, three options regarding delinquent rent & pay Heritage Const. Send all to Angela Schuman for review & comment first. - Pizza. Factory (Ekegren) DHW Time 2.00 220.00 Calls with Angela ; draft letter review. Call Peterson regarding VEIT 110,0b/hr participation in costs. Memo to file Memo to Andrew at Heritage regarding documentation Memo to Garry regarding unpaid rent Pizza Factory •(Ekegren) 3f2572014'DML Time 0.10 7.50 Type email.response'to - Deborah Everson of Domain.Architccts '.75.001hr. regarding Garry.E has not returned signed claim to us and. once he does we will: submit her invoice to City of Monticello Pizza Factory (Ekegren) DHW Time 0.20 22.00 Memo to Domain Architects regarding Garry not sign claim 110,00 /hr Pizza Factory (Ekegren) SUBTOTAL: [ 8.30 854.50' z- Project Management 3/31/2014 DML Time 0.87 65.25 311 to 3131, 2014 Consultant entries recorded to database for T5.00lhr client/case history, status and file maintenancelbackup. z- Project Management City of Monticello Monticello - Montgomery Farms SUBTOTAL; For professional services rendered Additional Charges: Pizza Factory (Ekegren) 3/412014 HNF Postage Actual Cost for Postage For mailing of one certified return receipt requested Notice of Default letter sent to home address Pizza Factory (Fkegren) SUBTOTAL; z- Project Management 3/3112014 Copies -Internal Copies 311 to 3131,2014 z- Project Management SU BTOTAL: Total costs For professional services rendered Total amount of this bill Previous balance 4/1612014 Payment -Thank You 411612014 Payment -Thank You Total payments and adjustments Balance due Page 3 Hrsl Rate Amount [ 0,87 65.25' 9.17 $919.75 ftlprice 1 6.49 6.49 [ 6.49; 6 0.90 [ 0.90; $7.39 ,9.17 $927..14 :$927.14 $1;071,552 ($789.12 ($282.40 ($1,071.52 $927.14 r- ,001 �,>e1rr® RESPONSIBLE BY WATURIE NORTHERN STATES POWER COMPANY PageId6 iVlAll INTx 150bRESS ACCOUNT NUM13ER , e 06109120114 MONTICELLO EOA 508 WALNlX ST STE l MONTICELLO MN 553132 -8822 51- 0517365 -5 STATEMENT NUMBER ISTATEME TVT Bl1TE mmmw $71.22 412067298 05/12/2014 1 QUESTIONS ABOUTYOUR BILL? ACCOUNT BALANCE Seeaurwebsita: xcelenergy.cnm Previous Balance As of 04/09 $64,81 Email us at: Customerserviceftolenergy.com Payment Received Check 04/30m.. 4.91 CH Please Call: 1- 800 - 481 -4700 Balance Forward ;�s .:;1 ls` ; .. Bearing Impaired: AOO -695 -4949 Current Citages Fax: 1- 800311 -0050 ate,,,,,,,+ Min Or write us at XCEL ENERGY PO Box 8 EAU CLAIRE WI 54702 -0008 PREMISES SUMMARY M AY 19 2014 PRETUAS£S IG MBER PFIE191SB IDENTIFIER PREMISES DESCHIPTOR CURRENT M 302451493 206 PINE ST $41.03 302695149 112 E BROADWAY ST $30.19 Total 571.22 INFORMATION ABOUT YOUR BILL Thank you for your payment. Convenience at your service -Pay your bills eloctrollically "fast and easy with Electronic Funds Transfer. Call us at 1-800-481-4700 or visit us at www.xculonergy.com. effine,ya RErORNBOTSOM PORTION WITH YOUR PAYMENT • PLEAS£ BO NOTUSMAPU;8,TAPE011PAPEi1 CUPS ACCOUNT NUMBER DUE (DATE $71.22 51- 0517365-5 06/09/2014 Mom sae Zhu bask oils bill for more Information 1111 d regarding Via lain payment charge. Pay oR or bolore the data duo % avoid assassmontof it late paymentrharga. 1 2 3 4 S 8 7 Make your shockpayahlatoXCELENERGY a 10 11 12 13 14 A5 16 17 18 19 20 $1 AB 02 00409919595 B 21 A 22 23 24 25 2G 27 2$ I, I, II1N1111I' III III, III III 1I1Ielllerllllllllzs1 ,11I1p =I " "IIiII z9 s0 14ONTXCELLO FDA 505 WALNUT ST STE 1 MONTICEL.LO MN 56362 -8831 11111° III' IIIIIII„ c1, 11IIlIIlIl1l ,�rrlj�ll�lillllllllllllls'I[I XCEL ENERGY P.0, Box 9477 MPLS MN 55484 -9477 31 51060914 05179655 0130 00077,mounnO07122 s 7 x�rE,• Need to make a payment atrlrangelment7 We've made it easier than ever to set up A payment arrangement using our automated phone system. Available 2417, our automated system is easy to use. Just call 1 -1011 l95 -4999 and press opitea 2 to get started. ........ ......... ..._ .... ......... ... -- Pope 2 aE 4 MAILINO AUDRM ACCOUWT NUMBER , MOWICELI,O FOA 506 WALNUT ST STE 1 MONTICELLON1N=02.8822 51- 0517384 -8 DI;IDOf2A l4 STATEMENT NUMBER STATEMENTIDAT0 i e 411873982 05/09/2014 $11.51 SERVICE AD DRESS: 112E01 I13ADWAYSTMONVICiELIA .MN55362-59211 NEXT READ DATE: 05/11114 ELECTRICITY SERVICE DETAILS PREMISESNUMBER: K3608854 INVOICE NUMBER: 0520721 053 >EL,I:MICITY CHARGES RATE, Residential Siamice DESCRIPTION WAGE UNITS RATE CHARr3E Basic Service Cho $8,00 lnnergyCharga Winter 3 kWh $0.073930 $0.22 Fuel Cost Charge 3 kWh $0.026667 $0,08 Affordability Chrg $0.71 Resource Adjustment $0.01 Interim Bate Adj $0.54 subtotal $9.E56 City Fees $11,95 R INFORMATION ABOU YOUR BILL For an average rasidarttial customer, 56% of your bill refers to powor plant casts, 9% to high voltage line costs and 361/1a to the cost of local wires that are connected to your home. Gant the Credit You Deserve Save 15% from Jung through September with Saver's Switch'. Join a half million Customers and get a free Saver's Switch this summer, On a flew hot days., Saver's Switch will seamlessly eyrie your AC on and off in short interval for a few hours. Ynur fan keeps circulating your Inside air so you stay cool. . You'll got it and forget it, but your October credit will he a cool reminder. '¢ Enroll at xe0lenergy.com/SaversSwitch or coil 9- 800 -895 -4999. A" p `O N I & xcerFy 0 Be So iaMihis Spring Like us on Facebook and stay informed on outages, engage in spring and summer promotions, get rebates and learn about special energy efficiency offers and more. Join in today at bcoboellc com/xeelenergy. 19 P600 2 of 6 MAXINGiAenRESS �arcnu>urNUI� R_� 061012014 MONTICELLO Enk 505 WALNUT ST STE 1 MONTICLUOMN55S82A822 51 -OG 300t 8 STATEMENT NUMDER. ISTATEMENT DATE i e 411699502 05/00/2014 417.111 SERVICE ADORE &5: 30 W BROAIDWAY sr MIIONTICELLO. MN ti= -W56 NEXT READ DATE: 05/10114 ELECTRICITY SERVICE DETAILS PREMISES NUMBER: 309657358 INVOICE NUMBER: OB205217BZ =t. I d ELECTRICITY CHARGES RATE: Sin Can Svc (11Aoteretl) DESCRIPTION USAGTC UNITS RATE CltAktrE Basic Servim Chg $10.00 Energy Charge Winter 0 kWh $0.069530 $0.00 Fuel Cost Charge 0 kWh $0.030610 $0.00. Affordability Chrg $0.93 Resource Adjustment $0,01 — IntnOrn Bate Atld - - - -- - - - - - — -� $0.6 __ - -- subtotal $11.60 city Fees - , . ... $5,50 Total ........,._,� $17.18 INFORMATION ARi)11TYOIJR RILL For an average non - demand customer, 72% of your bill refers to power plant costs, 11 % to high voltage line costs, and 17% to the cost of local wires connected to your business. For an average demand- billed customer, 82% of your total bill refors to power plant costs, 10% to high voltage lines, and 8% to -the cost of 10001 wires connected to your business. Keelpllrour Maintenance Crews Safe Remind maintenance crews to look up and around to find all overhead electric lines before starting any outdoor work. Always keep a minimum i 0-foot distance between a worker, equipment use and pamer lines- Routine maintonance projects can, and have, tumod deadly due to accidenml contact with an energized line. If work must be done closer, call Xcel Energy at 1- 800 - 1495-4999 to arrange a time fflr Xcel Energy to make it safo. CAMPBELL KNUTSON Professions! A its oclatlon Attorneys at Law Federal Tax 1.D. #41. 1582130 397 Eagandale ofPioe Center 9380 Corporate Canter Curve Eagan, Minnesota 55421 (661 ) 462 -5000 AN 1 1 2014 Page:1 City of Monticello March 31, 2014 City Hall Account # 2340 -OOOG 505 walnut Street 140 Monticello MN 55382 014, Af N JP -- Jo K.. RE: ADMINISTRATION 6 TY !f1 SERVICES RENDERED TO DATE: L*jh i►< 4" HOURS 03/03/2014 JJJ Emaiis Staff, review weekly schedule, projects, smalls Angela re: IUP, trail easement, A41elG Fa ryY1 12CO06 1.00 140.00 4-4009 TM5 Review [fan Wilson Pizza Factory notice, 0,20 28,00 VA6FN "r1 1-2-Z- p+GK wb 03/0412014 JJJ Community Development - ,Ernaiis Angela re: tax ; I yIdG forfeiture property, follow -ups Angela and BrianA8lest�fr. 1,00 140,00tzcad2 03/0512014 IM Emafls with Angela S. re: Pizza Factory. -T( F_ y- y Z 7 0.20 23.00 W-0 .....•..• �... r rv.r —. ...fir. ..s rly rte. , r. ..r• •, ..i..r..�w..w.rrr .vr�� v.�.Y IV.VV ��C�} 0310&2014 JJJ Community Development - Emalls Angle and Angela re: Carlisle Village project close -out, oe- a j Z 1.00 140.00 ri x JFK Neighborhood Stabilization Program (NSP �bft vq�o (Jude 0 � Notice of Default Letter. C i+Y C-11✓h t'eta I 0.70 98.00 D310712014 JMO Review O &E and attachments; draft grant of permanent easement for trail over Lot 1, Block 1, Hillside Farms M. Mae 0.40 30.00 ►:011 .HMO Revew e-mail and attachments; research secretary of state wepsite; review judgment searches; prepare address list regarding Shadow Creek Corp,, Darrel A. Farr, Darrel A. Farr Development Corp, and Lucinda 4499)0 456AL 0 Gardner, 1.00 75.00 TAz 03/1012014 JJJ Community Development - Em 11 An ela re: Otter Creek, Xcel substation. eo; �I 0.50 70.00 6jGln G.I a�3 1 s City of Monticello RE. ADMINISTRATION SERVICES RENDERED TO DATE: Page: 2 March 31, 2014 Account # 2346 -OOOG 140 LUAIMUU Tor JJJ Public Works - Emails Shibeni, draft language for EDA land access for Shafer, fill deal. LTW 6jCh Al 0.50 70,00.113 -A& 03197/2014 JJJ Public Works - Ernalls Shibani re: license agreement, telephone call and voice malls Angela re: EDAIIlcenseletc. r Ac" Loio, l 1,00 940.00 )j; --t JJJ Community Development - Emails and fallow -ups re: Carlisle Village /Shadow Creek escrow. Del -Z' 0.50 70,00 410 0 e 4604vo JMO Review e-mail; ;prepare letter for attorney review regarding escrow deposit refund regarding Shadow Creek. 419f 0 . Q p� 0.30 22,50 P -z 03/98/2014 JJJ Community Development - Volcemall, telephone call and small Angela re: EDA building tour, insurance /waive,,_..._... Shafer, Soccer Club,,. JMO Finalize letters to interested parties regardin escrowed HOURS JJJ Council - Special meeting on PiberNet, regular meeting. 6.00 840.00 TMS Ernalls with Bret Weiss; revise letter to Attorney Beeson re: St. Henrys, 0.40 88,00 JFK NSP /Jude - Draft Notice of Default, after review of Mortgage and other information re: Jude moving out of home. (�/ clth teg it 1 0.40 56.00 03/19/2014 JFK NSP /Judo - Draft letter to Monticello re: City's options If Jude does not curia defaull. Uty 61-e V1 Leg ot ( 0.80 972,00 03/92/2014 JJJ BCOLIYMCA - Bmalis Marc, Angela, Greg and Brian re: IWO ( documents. 5 GO G M (x(6 V V+ 0.60 1�taa% 70.00 JMO Compare document versions and clean up formatting of purchase agreement with YMCA - Wright County. 4p 30,00 13030 03113/2014 JMO Review O &E and attached documentation; revise trail easement regarding Hillside f=arm 3rd addition; a -mall city. 1 2X065 0.40 30.00 031/4/2014 JJJ Xcel - MOU&0A - Conference call vvith Ron and Xoel re: LUAIMUU Tor JJJ Public Works - Emails Shibeni, draft language for EDA land access for Shafer, fill deal. LTW 6jCh Al 0.50 70,00.113 -A& 03197/2014 JJJ Public Works - Ernalls Shibani re: license agreement, telephone call and voice malls Angela re: EDAIIlcenseletc. r Ac" Loio, l 1,00 940.00 )j; --t JJJ Community Development - Emails and fallow -ups re: Carlisle Village /Shadow Creek escrow. Del -Z' 0.50 70,00 410 0 e 4604vo JMO Review e-mail; ;prepare letter for attorney review regarding escrow deposit refund regarding Shadow Creek. 419f 0 . Q p� 0.30 22,50 P -z 03/98/2014 JJJ Community Development - Volcemall, telephone call and small Angela re: EDA building tour, insurance /waive,,_..._... Shafer, Soccer Club,,. JMO Finalize letters to interested parties regardin escrowed r Page: 3 City of Monticello March 31, 2014 Acoount # 2348 -DOOG 140 RE: ADMINISTRATION SERVICES RENDERED TO DATE: !-TOURS funds; prepare list of Interested parties, 0.80 45,00 03/19/2014 JJJ Personnel - Emalls Tracy re: new position in PW, union questions. 0.50 70.00 JJJ public Works - Emalls Shlbanl and Angela re: revisions to access f loense with Shafer. C { , „t OL ( 1.00 140.00 JJJ Emalls Jeff and Cathy re; agenda item, small Cathy re; Plneview Road vacation, small Brian A. re: County grant of easement, 0.50 70.00 03120/2014 JJJ Community Development - Emalls and telephone call Angela re: lease, emails Angle M. re: escrow return for Carlisle, 1.00 140.00 JFK NSP /Jude - Revise Notice of Default and letter to A, Schumann re: City's options If Jude does not cure defauita; send to A. Schumann, &4y 40, p l 0.50 70.00 03/2112014 JJJ Council - Emalls staff re; Council agenda Items, review packet and materials, 1.00 140.00 03/2412014 JJJ Staff emails, emails Mayor, ravlew Council agenda and materials, smalls re: voting protocol, follow -ups. 1.00 140.00 JJJ Emalls staff re: schedule, meetings re; projects. 0.50 70.00 JJJ Emalls Angela, telephone oall Angela re. OEA` r Union Crossings, follow-ups. -- - - 3.00 140.0 JJJ Community Development - Emalls Angela re; Monticello 1 Rod and Gun Club, review and respond re; proposed additional shooting league, WYW 1 � ` r 4 0.50 711,00 PYz TMS Revlevwr and email Messner Invoice, 0.20 28.00 03126/2014 JJJ Emalls, telephone calls and volcemells Jeff re: meeting Ibilow -ups, media request, etc, re: FiberConnect. 1,50 210,00'°ss 03128/2014 JJJ Community D+evelopm t—F -melts ela rye: proposed plat, Union Crossing�.�� 70,00 JJJ Community Development ma s ngela re; CCi7 419i o " "0400 City of Monticello RE. ADMINISTRATION SERVICES RENDERED TO DATE: Page :4 March 31, 2014 Account # 2348.0000 140 aa40.19 CA 35. txccoX Sfr. — Fa(aFA,��+t � 's- 4bS-:Z ;L30 • — 1E��c too, 110 cool 1'to. - -2 1; occ �Lta. — 7 L) a M -To , -2- t' Amounts due over 30 days will be subject to a finance charge of .5% per month (or an annual rate of 6 %). Minimum charge - 60 cents. , Distr[ct question, follow -ups, FOURS 0.50 70,00 03!3112014 JJJ Emalls staff re: schedule, 0.50 70.00 JJJ Emalls Angela re: credit for assessments view draft development agreement for Pine View 2 rf;q AMOUNT DUE 30.70 4,083.50 03/0712014 First American Title - 0 & E Report on Lot 1, Block 1, Hillside Farm 3rd (5981 Deer street). 8000 03/10/2014 Photocopy expense. 0.80 0311012014 Postage expense. 5.80 03/1912014 Photocopy expense. 12,40 03/19t2014 Postage expense, 6.39 TOTAL D[SOURSEMENTS 105,39 TOTAL. CURRENT WORK 4,188.89 PREVIOUS BALANCE $ ,5U TOTAL AMOUNT DUE aa40.19 CA 35. txccoX Sfr. — Fa(aFA,��+t � 's- 4bS-:Z ;L30 • — 1E��c too, 110 cool 1'to. - -2 1; occ �Lta. — 7 L) a M -To , -2- t' Amounts due over 30 days will be subject to a finance charge of .5% per month (or an annual rate of 6 %). Minimum charge - 60 cents. Kennedy & Graven, Chartered 200 South Sixth Street, suite 470 Minneapolis, MN 66402 (81 2) 9378300 April 15, 2014 Statement No, 118642 Qtly of Monticello Accounts Payable 606 Walnut Avenue, Suite 1 Montioollo, MN 56362 Throgh March 31, 2014 014 tempt n6 JO IS vX 1 10 44 a • 4301+00 MN190 -00101 General EDA Matters 1,073.00 Total current Billing: 1,073,0 I declare, under penalty of later, that this account, claim or demand Is Just and correct and that no part of it has been paid, Signattrre of Claim t 1 �',�N'GSK.r... �i..A .'Try t..=' :. � .+�.�i[�.Y „�;I,' ,•I� APR 16 2014 b ..J' j '�r `,.,.r.f�....•,s�l u, t,i'i�i 15 'l�.�...,�.',d ==''•� .. �� ai .` � ' ,t APR 2.4 2014 Throgh March 31, 2014 014 tempt n6 JO IS vX 1 10 44 a • 4301+00 MN190 -00101 General EDA Matters 1,073.00 Total current Billing: 1,073,0 I declare, under penalty of later, that this account, claim or demand Is Just and correct and that no part of it has been paid, Signattrre of Claim t Page; 1 Kennedy & Craven, Chartered 200 South Sixth Street, Suite 470 Mlnneapolle, MN 56402 City of Monticello March 31, 2014 MNI OO.00101 General EDA Matters Through March 31, 2014 t •.r :+ APR 16 2014 ' � 1 For All Legal Services As Follows., . Hnurs 3/312014 MNI Revise EDA bylaws per discussion with A Schumann, 2150 draft approving resolution. 3/3/2014 MNI Phone conversation Wth A Schumann regarding license or 0.30 limited use agreement for private business using EDA property for access purposes, legality and policy issuos connected with charging license fee In connection with such use. 3/11/2014 MNI Review proposed revision to bylaws from A Schumann; 0.30 revise and circulate. 3/24/2014 MNI Review and revise Shafer license agreement, 2,70 Total Services: Amount 462,50 56,50 65,60 499.50 $ 1,073.00 Total Services and Disbursements; $ 1,073.00 Russell Security Resource Inc 13 2nd St NW PO Box 115 Buffalo, MN 55313 13111 To CITY OF MONTICELLO 505 WALNUT STREET MONTICELLO, MN 55362 ATTN-, ACCTS PAYABLE Invoice Elate Invoice # 4/2412014 A23337 A �j 41 APR 2 5 2014 8,0. No, P.O. No. Terms 11237 Due on n-nnipt Quantity Description Rate Amount .RF: "THE ZOO BAR AND GRILL" 130 FAST BROADWAY, MONTICELLO, MN 4 REGULAR OR SINGLF, CUT KEY 2.25 9.00T 4 RRKF-Y EXISTING LOCK CYLINDERS, SECURE PROPBRTY 18.75 75.00 1 TRUCK SERVICE PEP, 80.00 80.00 Thank you for your business. F,I.D, 41-1895516 Accounts are due to he PAID IN FULL, DUE UPON RECEIPT. A finance charge of 1.5% will be added to any pa% due balance. Minimum finance charge of S.50 nor month. ANY OUBSTIOKS CALL 763-682-1253 Phone# Fax 763-682-1253 763_682-0139] N 1-- I 1 25 2014 Subtotal $164.00 Sales Tax (0.0%) $0,00 Total $164.00 INOM Invoice submitted to: City of Monticello Angela Schumann 405 Walnut Street Monticello, MN 55362 Wilson Development Services, LLC 510 North Chestnut Street, Suite 200 Chaska, MN 55318 8.4630 800.446.4630 FEIN 2 FAIN 26- 1628971 t j Invoice Date Invoice Number Last 811i Date March 13, 2013 23135 7/16/2012 In Reference To: Acquisition & Relocation Consultant Services Embracing Downtown Project Professional Services Hrs /Rate Amount zProject Management 2/28/2013 DHW Time 3.50 385.00 Meeting with staff and consultant team - discuss Block 34 status, road 110.001hr project relocation, future acquisitions, potential redevelopment options zProject Management DML Time 0.10 7.50 211 - 2128, 2013 Consultant entries recorded to database for 75.001hr client/case history, status and file maintenancelbackup• zProject Management SUBTOTAL: [ 3.60 392.50 For professional services rendered 3.60 $392.50 For professional services rendered 3.60 $392.50 Previous balance $29.50 7110/2012 Payment - Thank You. Check No. 108696 {$29,50 Total payments and adjustments Balance due $392.5C Xcel Energyo HRBPON1SINLA NT NATURE° BUESTIONS ABOUT YOUR BILL? SOD OUTwsbsite: xcelenagy.com Email us at: CustomerserviceOxcelenergy.com Please Call: 1400-481 -4700 Hearing Impaired: 1 6800 -895 -4949 Fax: 1 -800 311 -0050 Dr write us at: XCEL ENERGY PO BOX 8 EAU CLAIRE WI 547U2-0000 NORTHERN STATES POWER COMPANY Pago 1 of 4 MAILING ADDRESS ACCOUNIT NUMBER 05/16/21974 MONTICELLO EPA 51- 0798481 -0 605 NN 1NALNfJ1' ST STk 3 MONTICELLO M N 55362 -8022 STATEMENT HUMBER STATEMENT DATE - -- � 409462173 04/21J2014 $67.62 ACCOUNT BALANCE Pfevious Balance As of 03/11 - $80.02 Payment Raceived Check 044-03. -:,: , ..._... ,..:..,.. -$06.02 Cif Balance Forward Current Charges $67.52 Amount Due ' " APR 2 5 2014 { PREMISES SUMMARY , PREMISES NUMBER PREMISES IDENTIFIER PREMISES DESCRIPTOR CURRENT BILL 302392979 106 E BROADWAY ST LAB AREA $49.27 303420703 106 E BROADWAY ST FRONT OFFICE $10.25 Total $67,52 INFORMATION ABOUT YOUR BILL. Thank you for your payment. Convenience at your service - Pay your bills electronically -fast and easy with Electronic Funds Transfer. Call us at 1- 800 - 481 -4700 or visit us at www.xcolonorgy.com. REIURNROTTOMPORTIONWITH YOUAPAYWNT • PLEASE DaHDT USE ST APUS,TAPEollpMKRei1R8 ACCOUNTNUIVIDER DUE DATE Jill= �C el ne► y� 51- 0796481 -0 1 05/16/2014 1 $67.52 Plooso sea the hack ofthls bill for more Inforrnatimll regarding tho late payment charge. Pay an or bofora tho date duoto avoid assessmentofa late paymentchmrga. 1 2 3 Make your rhack payable to XCEL ENERGY 4 G 8 7 8 9 90 11 12 13 14 15 91 AV 01 018858 02684B 80 M %D(3T 18 18 20 21 22 �3 2q rlll�l�ll�Irilltlllll�nriiit' Ii�rliihll�uililllllll�lllll '�Ilr 25 27 2a z9 �g 31 MONTICELLO EDA 505 WALNUT ST STE 1 MONTICELLO HN 55362 -8831 II"' IIIIIII, I�II�II�IIIII��lllllillllll „I "IIIIr�I'zl'I'�Illlll XCEL. ENERGY P, 0. BOX 9477 MPLS MN 65484 -9477 31 S1051614 0?984810 000000067520D000006752 s- �Ger� #erPoint. E►reW Always 'hem QUESTIONS OR COMMENTS? CenterPoint Energy 'Pp BOX 1144 MINNEAPOLIS MN 55440 -1144 (Address not for biil.payment) Monday - Friday Call 8 a. m. - 5 p.m. Bill info 612 -321 -4939 CenterPointEnergy.com DII)YOU KNOW? Your account is ready to view now. Register for free online account access. View balance, usage history, make an onlino payment, view recommendations for saving energy and money with My Energy Analyzer, and much more. Register at CenterPointEnergy.com/ myaccountonline. Pay your next bill without lifting a finger. To enroll in Automatic Bank Draft, Just sign and date the back of your bill stub and return to us with a chock for your payment amount. It's that easyl _Kvup tills put of your hill. Customer name CITY OF MONTICELLO ANGELA SCHUMAN Account number 9739641 -0 Billing date 05/0112014 Date due 05/2012814 Total amount due $15.06 ACCT SUMMARY I ' � Gas charges Previous balance $65.47 .65.47 Payment 04122!201: Balance forward Current billing MAY Total amount due. SERvice AblSRE§S 100 E Broadway St ..'.. Monticello MN 55362 -9321 YOUR GAS USAGE Meter # M19802312729 32 Day billing period 03128/2014 to 04129/2014 Current reading 0412$12014 308 Previous reading 03/28/2014 305 Metered Usage 3 CCF x Therm laolor of 1.02259 - Therms used In 32 days = 3 Next metee reudtng 0610112014 Next billing date 06/02/2014 YOUR BILL IN DETAIL Comllnd Flrm Rate Basic charge $12.00 Delivery charge 3 therms @ $0.153391THM 0.46 Decoupling adjustment 3 therms @ - $0.021421THM -0.06 Gas Affordability PRO 3 therms @ $0.004901THM 0.01 Cast of gas, 3 therms @ $0.656671THM 1,97 "Includes a purchased gas adjustment of $0.15206 Intedin rate adjustment 0,60 (Basic Chg + ($0.65930 *therms)) "4.88000ek Total current charges $18,0$ Avg dally gas use; Thls pedod Ihls yr 0.1 THM; this perlod last yr 0.0 THM � cerrerPvtnr. WNW; Always Tka CENTERPOINT 8NIERGY PO BOX 1144 MINNEAPOLIS MN 55440 -1144 i rn Page 1 of 1 Avg dEOy iomp, Tills pallod ihlayr 43 °F;1hla period last yr 41 -F Mail this poMon wph psymant. Plooso do not Include tellers or notes. Account number Date due Total amount due Amount paid CENTERPOINT ENERGY PO BOX 4671 HOUSTON TX 77210 -4671 rhl1H11111111111111111111111111 111 rrl`�IIII��I'llll'lIl>IIII'll 00019271 01 AV 0.3781 9739641.0 05/2912014 $15.06 CITY OF MONTICELLO ANGELA SCHUMAN 505 WALNUT ST STE 1 MONTICELLO, MN 55362 =$822 IIIIII�I�Illlllld' II' IIl�llil�ll' ll'f'IIIIIIIIIII'lllllllllll�Il 0220088632157 007200OU0973964 10200000001506UUUUDQ0150670 AMk rPoin% qW EJj>ffgy Customer name CITY OF MONTICELLO ANGELA SCHUMAN Account number 9739645 -1 Alwasys There Billing date 05/01/2014 Date due 05128/2014 Total amount due $ 12,59 CIUESTlONS OFt t;0i1/IIVI EN757 -CenterPoint Energy PO BOX 1144 ACCT SUMMARY Gas charges MINNEAPOLIS MN 55440 -1144 Previous balance Payment 04122/2014 ti � $12,5e (Address not for bill payment) Balance forward n,ynry 2.49 Monday - Friday Call 8 a.m. - 5 p.m. Current billing _ :...- • ' " "" " ` 12 gg Bill info 612321 -4939 CenierPointEnergy.com Total amount due .:;� � �s� $12 58 SERVICE: ADDRE=SS M AY 5 2.0 q `4 106 E Broadway St Monticello MN 55362 -941 w` DID YOU KNOW? YOUR GAS USAGE L Meter # M1aeB02312709 32 Day billing period 03/28/2014 to 04/26/2014 Your account Is ready to view Current reading 04/29/2014 2364 now. Register for free online Previous reading 03/28/2014 2364 account access. View balance, Metered Usage 0 CCF X Therm factor ❑r 1.02269 = Therms used In 32 days. 0 usage history, make an online Next meter reading 06/0112014 payment, view recommendations Next billing date 0610212014 for saving energy and money YOUR BILL IN DETAIL Com /Ind Firm Rate with My Energy Analyzer, Basic charge $12.00 and much more. Register Delivery charge 0100 at CenterPolntEnergy.coml Decoupling adjustment 0.00 myaccountonline. Gas Affordability PIRG 0.00 Interim rate adjustment 0,59 Pay your next bill without lifting (Basic Chg + ($0.65930 *therms)) °4,88000% a finger. To enroll In Automatic Bank Draft, just sign and date the Total current charges $12,50 back of your bill stub and return to us with a check for your payment amount. It's that easyl Avg dally gas use: This period thlsyr 0,0 THM; this podod lost yr7.0 THM Ah l►el1(l?lipollfl'o E� nergy Atwaya'rhoW CENTERPOINT ENERGY PA BOX 1144 MINNEAPOLIS MN 55440-1144 Page 1 of l Avg daily temp: This pad ❑d hIs yr 43 'F; 1111s period last. yr 41 IF Mall this portion with payment. Please do nct inAde loiters er notes. Account number Date due Total amount due Amount paid CENTERPOINT ENERGY PO BOX 4671 HOUSTON TX 77210 -4671 rtt11111111111111111r11111r III l III Jill Ir11111111'1111r1111111r11 00019273 01 AV 0 -378 1 9739645 -1 05/29/2014 $ 12.58 CITY OF MONTICELLO ANGI =LA SCHUMAN 505 WALNUT ST STE I MONTICELLO, MN 55362 -8822 rilu�rrrrllldll' II° 11111II11' 11IIlll '111tde>Ir1111r11d1111I11' 0220088632165 00720 00009735645717000000012540000000125910 ��oJ(!liRm . . JIM j nergy Customer name TI-15 CITY OF MONTICELLO ECONOMIC DEVELOPMENT Account number 94294493 AlwWTYteW. Billing date 0510112014 Date due 0512912014 Total amount due $ 12,59 "'""""'— QUESTIONS OR COMMENTS? Centerpoint Energy ACCT t3UMMARY 4 r �'.' 1 .r OaS:t harges PO BOX 1144 Previo u s balance • ,.',.:; a. _t" , ^. l' 12,59 MINNEAPOLIS MN 55440 -1144 Payment 04!22!2414 r :... _ 1 ; 1012.69 (Address not for-bill payment) Balance forward = ; ! . i t p;pp Monday - Friday Call 8 a.m. - 5 p.m. Current bllling Bill Info 612 -321 -4939 — - 201 °= " ' 7ata1 CenterPointEnergy,com amount due i i,- ° $12:59 SERVICE ADDRESS 'i • , ... •... - , 202 Pine St A', Monticello MN 55362 -8565 '. -, ..... :j__.... DID YOU KNOW? YOUR GAS USAGE Meter # M19822312B67 32 Day bliling period 03128/2014 to 0412912014 Your account is ready to view Current reading 04129/2014 5486 now. Register for free online Previous reading 0312812014 5486 account access. Vlow balance, Metered Usage' 0 CCF X Therm factor of 1.02259 = Therma used In 32 days 0 usage history, make an online Next meter reading 0610112014 payment, view recommendations Next billing date 06/0212014 for saving energy and money YOUR BILL IN DETAIL Comllnd Firm Rate With My Energy Analyzer, Basic charge $12.00 and much more. Register .Delivery charge 0.00 at CenterPointEnergy.com/ Decoupling adjustment 0.00 myaccountonline. Gas Affordability PRO OAO Interim rate adjustment 0,59 Pay your next bill without lifting (Basic Chg + ($0.66930;therms))'4,88000% a finger. To enroll in Automatic °w Bank Draft, just sign and date the Total currant charges $12.59 back of your bill stub and return to us with a check for your payment amount. It's that easyl Page 1 of 1 Avg dally temp; This period this yr 43 °F; thlu pedod lest yr 41 OF 414- ` Mall this portion with payment. Please do not inc4ude lallem ornoles. Ehaolyy Account number 9429449 -3 Date due 06/29/2014 AlwgYs'Ctier�• Total amount due $12.59 CENTERPOINT ENERGY Amount paid $ PO BOX 1144 MINNEAPOLIS MIN 55440 1144 OENTERPOINT ENERGY PO BOX 4,671 T HOUSTON TX 77210 -4671 111111h Jill III III II III III IId11 111 )'1111111111111111111111,11 1]. COUIG127 01 AV 0.378 t THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT 605 WALNUT ST MONTICELLO, MN 55362 -8821 1111111111111111111111111111111 111111111111111Jill 11111111111111 0560074276653 0072000004429449370000000125900000 '001259,0 CenterPornt® Energy Always There QUESTIONS OR COMMENTS? -CenterPoint Energy PO BOX 1144 MINNEAPOLIS MN 55440 -1144 (Address not for bill payment) Monday - Friday Call B a.m. - 5 p.m. Bill info 612- 321 -4939 CenterPointEnergy.com DIDYOU KNOW? Your account is ready to view, now. Register for free online account access. View balance, usage history, make an online payment, view recommendations for saving energy and money with My Energy Analyzer, and much more. Register at CerlterPointEnergy.coml myaccountoniine. Pay your next bill without lifting a finger. To enroll In Automatic Bank Draft, just sign and date the back of your bill stub and return to us with a check for your payment amount. N's that easy) Customer name THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT Account number Meter 0 MI 9802312669 8429448 -5 Billing date Current reading 05/01/2014 pate due 03/28/2014 2483 08129/2014 +'.$ Total amount due Next motor reading 919.50 Next billing date t. 0.63 ACCT SUMMARY @ $0.659691THM Gas charges Previous balance „'-:,,,........,N: ,.`. -. >. ..� $362,29 Payment 04122014 4,74 3E52,29 Balance forward $ 0.00 Current billing r -MAY. '° 204 .w f 119.50 Total amount due `; $118.50 SERVICE ADORES3 206 Pine 5t Monticello MN 56382 -8865 YOUR CAS USAGE Meter 0 MI 9802312669 32 Clay billing period 0312812014 to 04/2912014 Current reading 04/29/2014 2589 Previous reading 03/28/2014 2483 Metered Usage 126 0GF X Therm factor of 1,02268 - Therms used in 32 days a 129 Next motor reading 06101/2014 Next billing date 06102/2014 YOUR BILL IN DETAIi COm11nd Firm Rate Basic charge $12,00 Delivery charge 129 therms @ $0.163391THM 19,79 Decoupling adjustment 129 therms @ - $0.021421THM -2,76 Gas Affordablllty PRG 129 therms Q $0.004901THM 0.63 Cost of gae 129 therms @ $0.659691THM 86.10 'Includes a purchased gas adjustment of $0,15206 Interim rate adjustment 4,74 (Basic Chg + ($0.85930 "therms)) °4.88000% Total current charges $199.50 Avg dally gas use: This pedod this yr4 A THM; this pedod Out Tr 0.0 THM Wk FEW E'nerg'y AlwepsThere.° CENTERPOINIT ENERGY PO BOIL 1144 MINNEAPOLIS MN 55440 -1144 Page 1 of 1 Avg dally ivmp7 This padad this yr 43 °F; this portod last, yr4t OF 44> Mall Us po;Von with payment. Please do not InGOde letters ornotos. Account number Hate due. Total amount clue Amount paid CENTERPOINT ENERGY PO SOX 4671 HOUSTON TX 7721 0 -4671 " IIII11111111111111 t lr I I 1111111111111111111 Ir 1 t I ll .- I! I I 111 II I till II I 00019129 01 AV 0.378 1 9429448 -6 05129/2014 $ 119.50 THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT 505 WALNUT ST MONTICELLO, MN 55362 -8821 ' Illlll' Ilrllllllllllllllllll' llllllllllllllll� "Illl1111111fllllo 0560074276646 0 0720i]C OD5429448500000001 19500000001195fl9D � cenr8r►�oinr� Energy Always There - QUESTIONS OR COMMENTS? CenterPoint Energy PO BOX 1144 MINNEAPOLIS MN 55440 -1144 (Address not for bill payment) -Monday - Friday Call 8 a.m. - 5 p.m. Bill info 612321 -4939 Genterpointgnergy.com DID YOU KNOW? Your acooun it is ready to view now. Register for free and Ino account access. View balance, usage history, make an online payment, view recommendations for saving energy and motley with My Energy Analyzer, and much more. Register at CenterPointEnergy.com/ myaccountonline, Pay your next bill without lifting a finger. To enroll in Automatic Bank Draft, just sign and date the back of your bill stub and return to us with a check for your payment amount It's that easy] Customer name THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT Account number 9429450 -1 Billing date 05/01/2014 Date due 0612912014 Total amount due $145.56 ACCT SUMMARY Gas charges Previous balance i 5 ' _' $293.16 Payment 04/22/2014 1 r - 293.16 r Balance forward ! ; 2014 -- $ 0.00 Current billing ; 145.56 Total amount due :� SERVICE ADDRESS f... " I.. :.... 112 E Broadway St Monticello MN 55362 -4654 YOUR GAS USAGE Meter 9 M19909103467 32 Day billing period 0312 612014 to 04129/2014 Current reading 04/29/2014 6163 Previous reading 03/28/2014 5014 Metered Usage 148 CCF X Therm factor of 1.02269= Therms used In 32 days 152 Next meter reading 06/01/2014 Next billing data 06/02/2014 YOUR BILL IN DETAIL Comflnd Firm Hate Basic charge $18.00 Dellvery charge 152 therms $0.150811THM 22.92 Deooupling adjustment 162 therms Q - $0.013921THM -2.12 Gas Affordability PRG 162 therms $0.00490CTHM 0.74 Cost of gas" 152 lherms $0,66967/THM 100.27 *includes a purchased gas adjustment of $0.15200 Interim rate adjustment 6.76 (Basic Chg + ($0.66672 11herms)) 14.88000% Total current charges $148.56 Avg dally pas use: This period this yr 4.8 TJiM; llrls period last yr 7.9 THM ppiraf. rl•1lL*lgy Always Thera" RENTERPOINT ENERGY PO BOX 1144 MINNEAPOLIS MN 95440 -1144 Page 1 of 1 Avg dally lump: This period this yr 43'F; this period last yr41 °F Mail ihis purllon wain payment. Plsasa do not inciudo loiters or notes. Account number Date due Total amount due Amount paid 9429450 -1 08129/2014 $145,56 $ CENTERPOINT ENERGY to PO BOX 4671 w HOUSTON TX 77210 -4671 rl�llllild�ll {111illullll�� "I'll 'lilt "I'IIII��U'lll�'1i�11�1'Ir QOp19't25 p1 AV 0.3781 THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT 605 WALNUT 8T MONTICELLO, MN 65362 -81321 11' IIII'' IIIIIiCt1111111111111111111111 1I111111111111 1 lal'll'1111 Is 0560074276661 00720 0000942945014000900145560000 LB1455650 Custom Sheetmetal of Monticello. Inc. 1305 Edmonson Avenue NE Monticello, MN 55362 763 - 295 -2229 Fax: 763- 295 -2246 Submitted To City of Monticello 505 Walnut Street Monticello, MN 55362 Invoice Date Invoice # 4/18/2014 0414 -05 Job Location TF Pizza factory builili APR 2 3 2014 ...................t... Terms Due on receipt Quantity Description Rate Amount 1 Reroute 2 supply nuns, Materials and labor 200.00 200,00 .A*Mattt ublic works) - 13•� iji ?dl Total $200.00 Payments /Credits $0.00 Payment dice upon receipt of Invoice. We Balance Duo $200.00 - 1..r....,...:. -* IY'TQ A Ar T AA Q'"PUDf� ADTI ...................t... L On DEVELOPMENT SEMCES LLC Date: May 6, 2014 OrricE 952.448.4630 800.448A63D FAX 952.448.4676 510 N. CHESTNUT $1RECT SUITE 200! CHASKA, i ANNES01A 55318 To: Angela Schumann, Community Development Director Angie McIntire, Assistant Finance Director From: Helen Flowers Re: PAYMENT REQUEST City of Monticello Relocation Pizza Factory Garry Ekegren Business Relocation Claim #3 -Final BRE and Claim #4- Advance Moving Expenses Check Request: $103,580.95 Check payable to: Heritage Construction Companies, LLC and Garry Ekegren Please mail check to: Heritage Construction Companies, LLC Attn: Andrew Harvala 5600 Queens Avenue NE Suite,. 200 Otsego, MN 55330 Business reestablishment -49 CFR, 24.304 (a) of the Uniform Relocation Assistance and Real property Acquisition for Federal and Federally- Assisted Programs. Maximum allowed reestablishment claim in the amount of $50,000.00: Moving expenses -49 CFR, 24.301 (g) of the Uniform Relocation Assistance and Real property Acquisition for Federal and Federally - Assisted Programs. Move claim in the amount of $53,580.95. Please see attachments: Final Business Reestablishment claim #3 Advance Moving Cost claim #4 Attachment to: Business Relocation�Clairn 43 & #4 Heritage Construction Invoice #6168 & 4123114 Invoice Breakdown Business Relocation Summary Minnesota Department of Transportation s: v,zaosrai REESTABLISHMENT p "Important: See Over For Ineligible Expenses *" CLAIM #3-FINAL BRE Occupancy (Days) © Business ❑ Non - Profit 171S89 ❑ 90 -179 ®180 © Farm © Government ©Advance []Partial ®Final Pa ee s • Garry Ekegren and Heritage Construction Submitted Amount $ 50 000.00 Companies LLC District Approval: gala Dist. S, P. Parcel Agency Approval: L1ala C, S. Job No. Date Application Approved'. Fed No. County Wright Vendor No,: Attn. Finance: Acquisition: © Pending ® Accepted El Em. Domain Parcel Owner: Mail Check TG: (Name or caption) Monticello EDA Addressee(s): Hold for Pick up by Wilson Development Services Parcel 112 Broadway East Address: Mailing Addr.: City,.State Zip:. Monticello MN 55362 Cit State.Zi : RELOCATION CLAIM ELIGIBILITY LOCATION OF REPLACEMENT SITE Displaces Garry Ekegren DBA Pizza Factory Facility Name Namo(s): and /or Type: Occupancy Date: 3/01/1996- C7 OvVner . ® Tenant Sfireet Address`., 500 Cedar St" ' f Eligibility Date: -.4113/2012 Acquisition Date:' 5/15/2012 (Norlca Of Intent or I'uchase Offer) (if determined, eEse "Pending ") City, State Zip: M.ant'scello, MN 55.362 r ELIGIBLE EXPENSES 1. Repairs or improvements to the replacement'reaf property required bylaw, code, of ordinance ...;....... $ 2. Modifications to the replacement property to accommodate the business operation....... ....... ....... 50,000.00 ..::......:... 3. Construction and installation of Extorior Signing to advertise the'business' . ..;....$. 4. Redecoration or replacement costs of sossled.or warm surfaces at the replacement site ....................... .....$ .5. Advertisement of the replacement locadon .....:......................... :.:........................... ............... ....:.... .... 6. Estimated Increased costs of operation during first? yrs ... ...:..........:........(leases, taxes, Insurarice, etc.) $ 7. Other item costs essential, reasonable and necessary to reestablish. (confirm eligibility with the Agency) $ TOTAL THIS CL AIM.........,. _ .....................:.............. ... ..................:.......... (maximum'$ 50,000.00) $ 50;000.00 Total Reestablishment Clalms Pald -To -Date (Incl.uding this Balm): ,,,,,, <$ -.80,000.00 > Eligible remaining Recstabllshment expenses claimable: ..................... $ D Displacee Residency Certification: I attest, under penalty'of perjury, thatrnoelf'and /or members of this partnership, association or corporation are lawful citizens of, or aliens lawfully admitted for residency and authorized to conduct business in, the United States. Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and correct, and that any receipts or statements attached heroio accurately represent the expenses incurred. I further certify that I have not submitted any other claim for reimbursement of, or received payment for, any expense submitted with this claim. OFFICIAL USE ONLY: (Comments) Authorized Signature: Name (print): Garry Ekegren Telephone: 763 - 295 -3894 Date: JFed Tax I.D. or Soc. Sec. No.: 41- 1400826 See Ineligible Expenses On Reverse Side Re- establishment Costs Claim Page 1 of 2 RL1033 5/5/2014 Minnesota Department of Transportation MOVING COSTS "Important. Submit Promptly After Move" v.2-008101 Claim #4 OccupancV _(bays) 13 Residence ❑ Ad. Device ❑ Government ❑ Other PP LE L89 ❑ 90 -179 ®180 IM Business ❑ Farm ❑ Non- Profit ®Advance ❑partial ❑l^inai lPa ee s : Garry Ekegren and Heritage Construction Submitted Amount $ 53,580.95 — Companies LLC District Approval: Date Agency Approval: Dist. S.P. Parcel C. S, Job No. Dale Date Application Approved: Fed No. County Wright_ Vendor No.: Attn. Finance: Acquisition: ❑ Pendinq U9 Accepted © Em. Domain Parcel OWner: Mail Check To: (Name or Caption) Monticello EDA Addressee(s): Hold for Pick up by Wilson Development Services Parcel Add r,: 112 East Broadway St. Mailing Addr.: City, State Zip: Monticello, MN 55362 City, State Zip: LOCATION PERSONAL. PROPERTY MOVED TO. -RELOCATION CLAIM ELIGIBILITY Displacee Facility Name Name(s): Garry Ekegren DBA Pizza Factory �mm and/or Type: Occupancy Date: 3/1/1996 ❑ Owner 0 Tenant Street Address: 500 Cedar Street Eligibility Date:'. 41.13112. Acquisition Date: . 5115112 (Notice or Intent or Purchase offer). (if determined, else "Pending ") ' City, State Z! p, Monticello, MN 55362 '. Date(s) of the Move; 13egin:. 41112014'... . Erid: Name 0f Mover(s): FOR OFFICAL USE ONLY MOVING COSTS' ❑,Residential Schedule Basis ® Receipt's /Actual Cost ❑ Non - Residential Bid/Estimate Type Of Dwelling Residential Schedule Roam Codnts Residential Moving Casts by Schedule:.....;..,.,.. $ ❑ Apar(ment Dwelling Rooms s. ,. .., Residential Moving Costs by Actual Cost:..:,.,.... $ _ ❑ douse Basement Count......- ., Non - Residential Moving Casts by Actual Cost:..$ 53,580.95 ❑ Other Garage Count ...................... Non- Resldential.Mgving Costs by Bid/Estimate: $ ❑ Furnished by Occpt Other Count.'.... ........... Non -Res, Searching Expenses (Max, gz,540):..... $ ❑ Furnished by Others Total Room Count......,.'.... TOTAL MOVING COSTS CL,AIMEb :..............,. $ 53,580.95 blsplacee Residency Certification: I attest under.pe'rialty' of perjury, that, as applicable: 1) myself and my family are lawful citizens of, or .aliens lawfully admitted for residence 'in, the United States; OR 2) -myself and/or members 6i,-this partnership,' association or. corporation are lawful citizens of, or aliens lawfully admitted for residency and. authorized to conduct business in, the United States. ' Claimant Acknowledgement: I, the undersigned, do hereby certify that the above information is true and.correct, .and that any receipts or statements attached hereto accurately represent the oxpenses incurred. I further certify that I have not submitted any othor claim for reimbursement of, or received payment for, any expense submitted with this claim. 6 FIc1A_ USEONLY: (commenre) Authorized Signatui-e:' Name Garry Ekegren (print): Telephone; 763- 295 -3894 Date: Fed Tax I.D. or Sac. Sec. 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N ...�, Cri ..� w .I � t(TI Oi Qa W0 N�pp I'm IXGf M a ',.,, � G7 w w LL b N C7 �Q W CD w CA tj� � (S((J(�� O 0) 0 0 0 a M CCn M Lri O O G C7 9Q Q' CJ7 Cs O a O C7 tD -� Q O O q Aar"'C,wCk°o0CoID (z). °cs�<3 C)Coa$�So°p$ tF �` a acocat�nnanor3n0000pgoocoaC C3 0(D0 noaaCnrac�a a a0oa 80r�0o0c>noo 0 o pa r .� � { n W -4 `E �+ m ca ca cs a aacsoaoocaocs +a oc�cy pO ppoca poQ gapocs000n C1 Cti 0 0 0 0 a q CC, a C C7 :a7 O O O p© a p O 0 0 t7 0 0 0 d a Co t] M 'rJ m Q � O O O O O p 4 CJ 4 Gl CJ 47 O Q n O Q O 4 C7 Q O O C� C� b O f7 Ci p a AOi ro `� 0 800008,80000888808 °a'a°maa a C> mo n a a m4nc°iocaa � ? m � ,,ftHERITAGE CON STRUCT10N•COMPANIES•LLC Date: 4/23/14 Building wlIh Honesty, Respeci and Expertise. Garry Ekegren Pie in the Sky, Inc. DBA Pizza Factory 122 Jerry Liefed Drive Monticello, MN 55362 1763) 295 -3894 Estimator: .fob _ _ Payment Terms Andrew Harvala [763} City Developer Items Due upon receipt . '_r. _�. �_..__,_ Sub- Contracior Description Cost Heritage OHP ( 1 'Move furniture and equipment from existing space - TK Install ~$5.000.00 ~ 5 526.32 2, Plumbing Items - Monticello Plumbing and Heating $1.795.00 1;983.95 3. Remove Doors at old location to facilitate _pizza _oven move - J &A Glass $575.00 Wy 635.53 4 Move vestibule door to new location - J &A Glassµ -� $75.00 �m..m.� 5, Wire equipment- Wes Olson Electric $1,50.00 1,713;16 7. Service upgrade required at new building $3,833.00 ,.4. ,236.,�47 . 1 _ 8. Gas piping Ceniralre $5,000.00 5,526.32 d 10. ocation. Estimate to disconnectand rehook up reirigeration for the old location's walk in cooler. $3,500.ODI 3,868.42 Estimate to remove andreinstall the hood and exhaust from the old $5,000.00 5,526,32 ., 12, Estimate to take down and relnstall old walk in cooler $1,000.00 1,105,26 13. Roofing required for hood exhaust. $1,000.00 1,105.26 13. SAC/ WAC_-._. �m.___ �.....___.___ �... .......�.,..___.-- --- •�--�_�__. $20,150.00 22,271.05 City build max build out amount.W $50,000.00 50:000.00 t Total $ 103,580,951 Thank you for your businessl 13422 Business Center Drive, Elk River, MN 55330 Phone 17631633-4080 Fax (763) 633 -4482 MN UC #: 20626330 LEAD CERT n "; NAT - 64226 -1 Andy @HeritageConstructionMN.com Business Relocation Summary Business Name; Pizza Factory 5/5/2014 MNIDOT Claim #3 & #4 24.303 Related Expenses ITEM Previously Submitted Tl is ubmittaI ` .s _. Claim Amount to Date 24.301(g) Actual Moving Expenses 22,271.05 - 1 Trans ortation of personal property ,w ,.: 01--4X74 6,244.74 2 Packing, crating, unpacking, un- crating - 3 Disconnection, dismanllin , etc. of personal property 15,s?7Q,;42 15,670.42 4 Storage of personal property - 5 Insurance for replacement value - 6 Lass of property, dama ed, stolen - 7 Other related expense. Y,54;O0OQ0 - 11 Licenses, permit & certification _ - 12 Professional Services Plan the Move 4,500.00 4,500.00 13 Printed Material I signs - 14 Direct Loss _ 15 Cost incurred in sale " - 16 Purchase of substitute property ..x'_. 9,39`74; 9,394.74 17 Searching for replacement 2Q - 18 Low Value -High Value ' ;,_z1 ry - SUBTOTAL 4,500.003]y300s °; 35,809.90 24.303 Related Expenses a Utilities from ROW. 22,271.05 22,271.05 b Professional fee /determine suitability Q,O.Q10..: - c Impact Fees - 4 SUBTOTAL - 22,271,05 22,2711,05 24.304a Business Reestablishment 1 Code Requirements 2 Modification to replacement property Q,O.Q10..: 50,000,00 3 Exterior Si nage 4 Redecorationlrepiacement surfaces - 5 Advertisement - 6 Increased operational. costs 7 Other SUBTOTAL $50,000.00 Maximum)- Y,54;O0OQ0 50,000.00 TOTAL. 1 4,500.00 1 103,580' 95 108,08p,95 EDA Agenda: 06/11/14 5. Consideration to review Market Matching services to date and to request an amended /updated contract with WSB & Associates for Market Matching Economic Development Services. (JO/WO /AS) A. REFERENCE AND BACKGROUND: In July of 2013, the City and EDA entered into a contract with WSB's Market Matching team for economic development services. For the one year contract, which runs from July 1, 2013 through June 30th, 2014, the City Council authorized payment of 50% of the annual cost of the program, with the EDA contributing the other 50 %. Given the June 30th expiration, the EDA is asked to review the services provided under the current contract, consider extension for another 12 -month term, and to propose additional work items /direction should the EDA wish to extend the contract for services. For reference, the 2013 contract prepared by WSB & Associates is attached. The contract included a summarization of the key deliverables for the Market Matching concept and a timeline for the completion of each. The contract included: • Development of marketing collateral materials • A defined set of memberships in external organizations and the level of WSB participation • Schedule and framework for reporting • Presentation and demonstration of InfoTracker (now name OpportunityTracker) to stakeholder organizations The contract was further supported by the full Economic Development Services scope, (dated April, 2013) as an addendum. In addition to the outline for actual marketing and sales activities, the contract provided detail on the operational terms of the partnership, including the term of contract, extension and termination rights, and the cost for services outside the scope of the contract. To assist the EDA in evaluating the current contract's results, City staff has prepared a review of the 2013 scope of services, which is attached for the EDA's reference. In summary, the sales and lead related activities have been well - developed and executed. Some of the more tangible deliverables proposed by the contract are still in process, as the City seeks to add more support for the unique selling proposition — Monticello as a technology forward, amenity rich destination for innovation. Market Matching services have supported the City's efforts to provide collateral materials and timely responses on a number leads. In one such example, City staff met with a prospect on a Tuesday and by Friday, the prospect had in hand a cover letter, financial incentives bulleting and wire frame flyer with detailed site information. Within the last 12 months, much as been learned by both staff and the Market Matching team on "closing the loop" on sales and lead activities. The Market Matching Team has developed a communication schedule in order to provide a better measurement on service success and provide for consistent two -way communication on economic development efforts. In regard to the collateral materials, staff and the Market Matching team have met to put the contract's tangible deliverables on a track for completion. It is important to note that in order to have accurate deliverables, dedicated City staff time is required. In short, while the Market Matching Team has put together collateral pieces and market materials, staff has to be able to respond with corrections and edits. And, with the development of the USP, these materials need to be revised to carry that message throughout. In consideration of the above comments, staff believes an extension of the Market Matching contract can be supported. Given that many of the deliverables are either in process or completed, staff would recommend that the focus of the contract scope be shifted /amended to include the following: • Revision/completion of the original contract's remaining tangible deliverables within the first 45 days of the new contract • 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 • Increase in sales /lead activity filling in the "gap" after deliverable creation /deployment • Assistance with financial package preparation in consultation with staff, policymakers and financial consultant. • Continue to identify and assist in realizing potential economic development opportunities — land acquisition, financial incentive ideas, etc. • Consistent integration of USP throughout all efforts • Economic development website postings and management • Dedicated focus on news release and development of economic development/business features for City communication outlets • Manage and report on SalesForce CRM The EDA Commissioners are asked to review the contract and other supporting data for the purpose of providing additional recommendations on any contract modifications believed necessary. The current contract allows for an additional 12 -month extension at the $4,000 /month rate. With the EDA's feedback, it would be staff s intention to work with WSB to develop a new contract within the next two weeks. At that time, the EDA and City Council would have the opportunity to review and approve a contract extension. Staff proposes to hold this review consideration at a joint Council and EDA meeting on July 14th. B. ALTERNATIVE ACTIONS: Motion to direct staff to work with WSB Market Matching to prepare a new 12- month contract for Market Matching services for consideration at a joint EDA/City Council meeting on July 14th, 2014, based on the recommended contract amendments as noted by staff and the EDA. 2. Motion to table for further research and discussion as directed by the EDA. C. STAFF RECOMMENDATION: Staff recommends Alternative 91. The Market Matching effort is a work in progress and staff believes that WSB will continue to tailor the service to meet Monticello's needs. The past year served as an important trial foundation for what works and what can be improved with this new consulting product. It is also noted that the efforts of the Market Matching Team in external sales have been far beyond what City staff would be able to achieve with its own internal resources. In addition, the City has been able to respond quickly to potential leads from multiple sources and markets with specific materials and information. If the contract is extended with the contract amendments noted, staff believes that the Market Matching service will also build an important base of inventory and asset information that the City can use and revise on an as- needed basis for lead response. D. SUPPORTING DATA: A. Economic Development Services Contract B. Contract Deliverables Review C. Market Matching Communications Schedule D. Market Matching Updates E. Market Matching Collateral "Wire Frame Flyer" w /sample inserts A WSB Associates, engineering • planning • environmental - construction June 3, 2013 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 the opportunity to submit this proposal related to providing 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 Proposal prepared by WSB & Associates and dated April, 2013 is adopted as an addendum to this contract. All services as outlined within the Economic Development Services Proposal are hereby assumed services and deliverables as part of the following contract. Noted quarterly reporting to occur concurrently during a single meeting of stated City body. Task 1: Data Collection a Deliverable 1: Market Data Report Situation Analysis of the City of Monticello's available market data (completed during the first 30 - 45 days) Presentation of Analysis and Unique Selling Proposition to EDA (completed during the first 30 -45 days) Deliverable 2: New Data Sets - Schedule of creating/updating market data as dictated (prioritized) by the City of Monticello (completed during the first 30 - 45 days) Deliverable 3: Data Deployment Development of marketing collateral materials consistent with situation analysis (completed during the first 30 -- 45 days) • Market data collateral sheet specific to each segment of market - housing, commercial, industrial (digital format) Preparation of news release and information outreach efforts as applicable Sales sheets for all City and EDA -owned properties (digital format) St. Cloud • Minneapolis • St. Paul Equal opportunity Employer Jeff O'Neill City of Monticelio June 5, 2013 Page 2 Review of existing collateral materials for recommended update consistent with situation analysis Post and provide the City of Monticello's market data where needed (completed during the first 30 - 45 days) Development of site selector data collection module or report generator(completed within first 30 -45 days) • Report on integration status with Greater MSP & DEED Written and verbal report to the City of Monticello EDA and City Council regarding deployment efforts (completed quarterly) Deliverable 4: Periodic Review of Market Data - Report to the City of Monticello regarding the status of the market data review process (completed quarterly) • Deliverable 5: Info Tracker Establish a tool and system to allow City staff /Council /EDA to quickly and easily provide data regarding market conditions to WSB (completed during the first 30 - 45 days) Present and demonstrate InfoTracker to stakeholder organizations (completed during the first 45 -60 days) • Chamber of Commerce • IEDC Establish written procedures for maintaining Info Tracker and associated Site Selector report generator (CRM) for internal and external use Provide data entry and organization support necessary for maintenance of accurate and current data. Task 2: Market Matching Deliverable 6: Profile of Targeted Prospects - EDA/staff discussion regarding targeted industries and potential market entrants for review and to ensure alignment of prospecting efforts (minimum of twice per year) Deliverable 7: System of Targeted Prospect Outreach - Active networking with potential market entrants (on- going) • External Organization and level of participation (on- going) o Greater MSP- WSB retains membership and acts as representative o DEED - City retains membership and WSB acts as representative o EDAM - WSB retains membership and acts as representative o Central Minnesota Initiative Foundation -City retains membership and WSB acts as representative o Minnesota Chamber of Commerce- WSB retains membership and acts as representative o Broadband Properties - City retains membership and WSB acts as representative o Fiber to the Home Council -City retains membership and WSB acts as representative Jeff O'Neill City of Monticello June 5, 2013 Page 3 • 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 • Mississippi River City & Towns Coalition - City retains membership and WSB acts as representative • Conferences and Association Trade Shows — TBD - Maintain current understanding of existing Grant programs for potential use in conjunction with Market Matching efforts • Quarterly report to staff on opportunities and corresponding project fit • Deliverable 8: Deliver Leads /Assist in Closing - Act as a conduit for information and resource for market entrant and the City staff (on- going) • Monthly written report to EDA and City Council Attendance at City Phase I & II pre - design meetings (and as needed during the closing process) as directed by City staff (on- going) FEE FOR SERVICES The proposed fee for the complete Economic Development Services described above is $4,000 per month, with a contract term of 12 months. After the first 6 months of the contract, the City can cancel the contract with a 60 -day notice. The City has the option to retain WSB & Associates for above described services, for an additional 12 months under the same terms and $4,000 per month fee. Travel expenses incurred by WSB within the State of MN as part of the Economic Development Services offering are 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 the below rates: • Grant/Funding Support - $100 /Hour • Marketing Support - $62/Hour Jeff O'Neiil City of Monticeilo June 5, 2013 Page 4 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, Inc. J( n IJphoff Economic Development Specialist Approval Signature By: Title: j ILi Date: '711113 Brian J. Bourassa, PE Principal MARKET MATCHING CONTRACT DELIVERABLES REVIEW Task 1: Data Collection Deliverable 1: Market Data Report • Situation Analysis of the City of Monticello's available market data (completed during the first 30 45 days) o Complete —housing market study and labor market study identified as needed components to fill gaps in market data sets • For labor information, WSB has identified and used GIS/ESRI- -based tool for lead - specific labor data • For housing market study — the overview of data is complete; analysis of data and need is in progress • Presentation of Analysis and Unique Selling Proposition to EDA (completed during the first 30 -45 days) o Complete — Identified Monticello as a technology forward destination for innovation ■ Sub - regional commerce hub ■ Redundant fiber optic network ■ Amenity -rich community Deliverable 2: New Data Sets • Schedule of creating /updating market data as dictated (prioritized) by the City of Monticello (completed during the first 30 45 days) o Complete -American Community Survey data sets prepared and sent to City ■ Requires revision consistent with theme/branding for USP prior to deployment Deliverable 3: Data Deployment • Development of marketing collateral materials consistent with situation analysis (completed during the first 30 45 days) o Complete -Prepared general "wire frame" or wrap flyer; revised flyer to have more tech forward feel consistent with USP ■ New flyer requires further editing by City staff • Market data collateral sheet specific to each segment of market housing, commercial, industrial (digital format) o Complete - see notes under Deliverable 2 • Preparation of news release and information outreach efforts as applicable o No news releases prepared to -date • Sales sheets for all City and EDA -owned properties (digital format) o In Progress - WSB has prepared industrial and commercial site maps for full city • Requires revision consistent with theme/branding for USP prior to deployment • WSB has prepared individual site flyers on a case -by -case lead response basis (see attached sample) Review of existing collateral materials for recommended update consistent with situation analysis ° Complete — needs follow -up from review • Post and provide the City of Monticellds market data where needed (completed during the first 30 45 days) o Notyet complete due to need to add theme /brand identity; internal staff'resources • Development of site selector data collection module or report generator (completed within fast 30-45 days) o Complete via GreaterMSPSalesForce • Report on integration status with Greater MSP & DEED Written and verbal report to the City of Monticello EDA and City Council regarding deployment efforts (completed quarterly) o Complete/ii-progress via SalesForce and attendance atDEED and GreaterMSP events4neeiings Deliverable 4: Periodic Review of Market Data • Report to the City of Monticello regarding the status of the market data review process (completed quarterly) • Completed via monthly reports and in person verbal reports • New communications schedule developed for consistency in reporting and review Deliverable 5: Info Tracker • Establish a tool and system to allow City staff/CounciWDA to quickly and easily provide data regarding market conditions to WSB (completed during the first 30 45 days) • Present and demonstrate InfoTracker to stakeholder organizations (completed during the fast 45 -60 days) • Chamber of Commerce • IEDC • Establish written procedures for maintaining Info Tracker and associated Site Selector report generator (CRM) for internal and external use • Provide data entry and organization support necessary for maintenance of accurate and current data o Complete - OpportunityTracker mplace with tramingprovided to Chamber andlEDC ■ Market Matching Team support needed to encourage use ■ Market Matching Team follow-up needed on use reporting Task 2: Market Matching Deliverable 6: Profile of Targeted Prospects • EDA/staff discussion regarding targeted industries and potential market entrants for review and to ensure alignment of prospecting efforts (minimum of twice per year) o CompleteVn -Going- MarketMatchingrepresentative attendedEDA /CCNegotiakons Team meeting to develop initial understanding ■ Continued communications with EDA/CC is required on this deliverable Deliverable 7: System of Targeted Prospect Outreach • 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 membership and WSB acts as representative • EDAM— WSB retains membership and 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 • Fiber to the Home Council —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 • Mississippi River City & Towns Coalition City retains membership and WSB acts as representative • Conferences and Association Trade Shows TBD Maintain current understanding of existing Grant programs for potential use in conjunction with Market Matching efforts o Complete/On-going – info on these activities provided in now regular monthly and weekly reports Deliverable 8: Deliver Leads /Assist in Closing • Act as a conduit for information and resource for market entrant and the City staff (on- going) • Quarterly report to staff on opportunities and corresponding project fit o On going • Monthly written report to EDA and City Council o Initially inconsistent; new communications schedule developed for consistency in reporting and review • Attendance at City Phase I & II pre - design meetings (and as needed during the closing process) as directed by City staff (on- going) o Completed as requested by City staff CITY OF Monticello Communication Plan Monticello Market Matching Services Proiect Communication Key Contacts: Jeff O'Neill, City Administrator Angela Schumann, Community Development Director Rachel Leonard, Communications Coordinator John Uphoff, Economic Development Specialist Brian Bourassa, Economic Development Specialist Kelsey Johnson, Community Planner Eric Maass, Community Planner (763) 271 -3215 (763) 271 -3224 (763) 295 -2711 (320) 534 -5951 (763) 287 -8536 (763) 287 -8521 (763) 270 -3463 Plan Element Responsibility Begin End Interval Implementation Weekly Email Updates to Staff: WSB 4/4/14 Ongoing Weekly — WSB will provide Angela and Jeff with a weekly email update on: Every Friday • Activities that occurred during each week; • People /businesses /developers WSB met with and their feedback; • Events WSB attended; • Progress towards goals; and • Anticipated tasks for the next week Bi- Weekly Staff Update Meetings: City /WSB 4/3/14 Ongoing Bi- Weekly- WSB staff will meet with Angela and Jeff every Vt and 3rd Thursday of each Vt and 3rd month (or a date agreed upon by the City and WSB) to discuss: Thursday at • Activity; 8:30am at • Deliverables; City Hall • Upcoming events /tasks; • Other information as necessary Written Monthly Memo to Staff: WSB Due the Vt WSB will prepare a written memo summarizing: Friday of • Activity completed in the previous month; each month • People /businesses /developers engaged in the previous month; • Events WSB staff attended and any feedback from those events; • Progress toward goals; • Market matching leads; • Opportunity Tracker summary; • Deliverables completed; and 1 WsJ6 Page 1 • Action items for upcoming month. • City staff will work with WSB to refine this memo for distribution to EDA /CC as appropriate. Bi- Monthly Presentation to EDA and CC: WSB Ongoing Bi- monthly WSB staff will give an update of activities and deliverables completed to the EDA and City Council on a bi- monthly basis. Website Information: City /WSB Ongoing Ongoing WSB will prepare and provide the City with information to be posted on the City's website related to available properties and market data. The City will be responsible for putting this onto the Website. WSB will consult with non -City website sources such as CoreNet, Costar, DEED, etc. and provide them with information related to available properties and market data upon request. City Economic Development Flyer: WSB Ongoing Ongoing WSB will prepare a City of Monticello Economic Development Flyer that can be used to market the City, specific parcels, and aid in the RFI process. Property Site Flyers: WSB Ongoing Updated at WSB will prepare Property Site Flyers for all EDA owned, City owned and least every privately owned parcels available within the City of Monticello. The six (6) "Downtown" parcels will be prepared to show a collective packaging of months — parcels rather than individual sites. unless needed Chamber of Commerce Coordination: WSB Ongoing Bi- monthly WSB staff will periodically review the Chamber of Commerce website to ensure property information within the City's Opportunity Tracker and all Project Site Flyers are up -to -date. i Page 2 WsJ6 WSB && Assoc- engineering- planning• environmental • construction 4140 Thielman Lane Suite 204 St. Cloud, MN 56301 Tel 320 - 252 -4900 Fax 320-252-3100 8/6/13 City of Monticello Re: Summary Report on Economic Development Services Introduction The City of Monticello engaged WSB & Associates, Inc. to provide economic development services beginning on July 1St, 2013. This is a summary report detailing activities undertaken during the first 30 days. The format of this summary report is derived from the Scope of Services outlined in our service agreement. The first task is data collection. During this task, WSB analyzes existing data related to Monticello's market sectors. We examine data that is available on the City's website as well as related city, county, and state -based economic development websites. We also examine internal documents containing market data. The analysis leads to a Market Data Report, which consists of a situation analysis and recommendations. The Market Data Report will be presented to the Monticello EDA on 9/11/2013. The following is a summary of actions and initial findings related to data collection. Executive Summary During the first 30 days WSB performed activities under the task of data collection. The first step in the data collection process is to understand what data currently exists and to learn how those data are being deployed. To that end, WSB began the process of analyzing the City's website as well as the website for the Monticello Chamber of Commerce and the information deployed by the WCEDP. We have also reviewed the landing page for Positively Minnesota's shovel ready sites. In addition to reviewing and collecting data for the City's website, we met with Charlie Pfeffer and Shawn Weinand to begin to build a detailed inventory of the existing commercial and industrial sites currently listed for sale in Monticello. We collected site data from Mr. Pfeffer to aid in the creation of materials to support our Market Matching effort; especially as it relates to responding to RFI's from site selection firms. We will continue this process to cover all market sectors, including available retail and industrial sites and buildings. In an effort to find early synergies, we have met with Rachel Leonard to discuss WSB's role in organizing and deploying market data via the City's website as well as other City marketing materials. St. Cloud • Minneapolis • St. Paul Equal Opportunity Employer wsbeng.com F: \Community Development Dim cfo,\ E-- icD- vi.pmevt\Mazketivg \WSBMadcet Matching \Monthly Rep. M—fic Alo Summary R%p A.g_2013.doc Summary Report on Economic Development Services Page 2 As we begin to understand what data currently exists and are available, we are able to see what data are missing. WSB has begun to collect the market data we will utilize in our direct outreach efforts and likely deploy on the City's website. The data will also be made available to the Chamber of Commerce and the WCEDP for deployment. These activities will coalesce into a Market Data Report. The Market Data Report will include recommendations for further data collection and deployment measures, including but not limited to a Housing Market Study and a Market Profile Talking Points Memo. WSB will also make recommendations on building a profile of the community based upon the unique attributes embedded in the City and surrounding region. In our process of discovery, we have met with Mark Pultusker from FNM to explore ways to capitalize on the high speed fiber network and local competition in the broadband market as these are seen as unique attributes. During the initial 30 days, WSB deployed data in response to a Request for Information from a national site selection firm. The process revealed shortcomings in the City's ability to respond to these types of requests. WSB has begun to design site flyers, which will be immediately deployable when RFIs are released in the future. WSB is in the process of collaborating with the WCEDP to ensure regional support in this effort. Other data deployment actions undertaken in the first 30 days include the initialization of a database with contacts for commercial and residential developers. WSB contacted over 35 local developers via literature introducing the concept of Market Matching. We are in the process of following up with each in assembling the first components of our system of targeted prospect outreach. Action 1. Analyze Existing Data —The City's (and other local economic development related) website serves as a marketing tool and plays an important role in providing market data to those wishing to relocate to the City either as a resident or as a business owner. WSB has recently spoken to a corporate site selector who indicated they do up to 90% of their market research online. We reviewed the websites for the City and the Monticello Chamber of Commerce. In addition, we reviewed the WCEDP and the State of MN websites containing data relevant to the City of Monticello. We also reviewed internal documents, including the Comprehensive Plan, Embracing Downtown, etc. to determine the depth and breadth of the body of data currently available. Initial Findings Market Profile Talking Points: WSB reviewed available information sources to analyze the availability of data related to the market for manufacturing and other industrial type Summary Report on Economic Development Services Page 3 firms. Understanding and highlighting the strengths of the local labor market is an important tool in attracting new business as well as aiding in local business expansion efforts. Our research shows a lack of labor market data available on the City's Website as well as the Chamber of Commerce Website. WSB recommends completing a Market Profile Talking Points Memo that can be deployed on the City and Chamber Websites and utilized in direct marketing efforts. Site Flyers: Lack of site flyers puts Monticello at a disadvantage when it comes to responding to RFIs from site selection firms. Monticello has a lot to offer as it relates to the competitive marketplace, IE low local tax rates, one of fifteen shovel ready certified sites, etc., but the lack of a predesigned piece does not allow for a quick response which is needed to respond to requests from site selectors. MNDEED Shovel Ready Certified Sites: Otter Creek is 1 of 15 certified shovel ready sites in Minnesota. The information on the MNDEED's website highlighting Otter Creek currently has incorrect contact information and needs to be updated. WSB has met with Jim Gromberg from MNDEED to discuss ways for the City of Monticello to further leverage the shovel ready status in partnership with the State of Minnesota. Housing Market Study: The 2010 Monticello Housing Report details housing conditions and inventory, and lays out a vision for the types of homes desired for the future. It shows Monticello peaked at a high -point of over 260 residential building permits pulled in one year and had a low -point of only 2 as recently as 2010. The market for housing has changed fairly dramatically over the last few years. To that end, WSB recommends conducting a comprehensive housing market study to determine demand for housing in Monticello for the next five to ten years. Downtown Monticello Market Analysis and Retail Sales Potential: There is a great deal of relevant market data embedded in this report. It is currently fairly difficult to find as it is contained within the ReStoreingdtmonticello.org website, which is not noticeably linked to the City's website. WSB recommends distilling some of the data for easy deployment and digestion as well as linking the City's website to the ReStoreingdtmonticello.org website. Monticello Economic Development Service Update 12/13/2013 to 2/10/2014 Market Matching Targeted Prospect Outreach Association Networking • 10/17/2013 — Midwest CleanTech Open's Innovation Summit • 10/24/2013 — MNCAR Commercial Real Estate Expo • 10/28/2013 — Greater MSP Annual Meeting • 10/30/2013 — SLUC Roundtables of Knowledge • 11/13/2013 — Urban Land Institute Minnesota Economic Outlook: Ahead of the Curve 2014 — 2017 • 11/21/2013 — Greater St. Cloud Development Corporation — Innovation Corp Meeting • 11/21/2013 — League of MN Cities - Business Leadership Council Meeting • 11/22/2013 — Greater St. Cloud Development Corporation — Annual Investor Meeting • 12/05/2013 — Life Science Alley — MN's Growing Medical Technology Supply Chain and Opportunities for Economic Development • 12/20/2014 — Greater St. Cloud Development Corporation — Innovation Corps • 1/16/2014 — Greater St. Cloud Development Corporation — Innovation Corps • 1/17/2014 — WCEDP Annual Meeting • 1/23/2014 — 1/24/2014 — Economic Development Association of MN Winter Conference • 1/29/2014 — SLUC Who Decides what the Region Looks Like • 1/30/2014 — Initiative Foundation Meeting — Exploring Grant Opportunities • 1/31/2014 — Greater St. Cloud Development Corporation — Destination St. Cloud • 2/5/2014— Wright County collaboration meeting with Greater MSP and GrowMN • 2/6/2014— 2/7/2014— Ehlers Public Finance Conference Customer Resource Management (CRM) • 70+ Contacts GreaterMSP SalesForce Community Partner Portal WSB will leverage our relationships with GreaterMSP, MNDEED & the MN Chamber of Commerce [GrowMN] through the use of the Community Partner Portal. All current contacts will be uploaded into the SalesForce CRM Community Partner Portal when the system goes live in March 2014. From that point forward all contact information and potential leads will be exclusively input into the SalesForce Community Partner Portal. The City will retain ownership and control of the data that is entered. Featured Property Campaign One email per week to all developer /builder contacts with a featured property listing. The properties featured in this campaign are all EDA /CC owned properties. The EDA /CC Land Sale and Acquisition team will provide guidance and information related to these properties. WSB is currently updating Monticello's GIS to reflect all available EDA /CC owned properties. Local Broker, Developer, and Land Owner Contacts • 10/25/2013 — Meeting with Merrill Busch Rand House Property— We are targeting prospects for the sale and redevelopment of the property. Progress MN 2014 Presented by Finance & Commerce — Finance & Commerce is adding a Municipal category to their Progress MN Report for 2014. Merrill suggested Monticello as a key prospect for its investment in a municipal fiber network. Submitted nomination form highlighting the City's investment and commitment to being a tech - invested community. • 11/06/2013 — Meeting with Wayne Elam Site Flyer — Assisted with market information for a prospect. Incubator /Accelerator Space —Working with Wayne on the option of using the old Walgreens building. Briefing on Qualified Lead — Discussed information related to business relocation lead. 11/20/2013 — Meeting with Steve Johnson Downtown Development — Working with Steve as his group looks into the formation of a community development corporation. • 12/19/2013 — Meeting with Bruce Hallbasch, VP Corporate Development RJM Construction Development Opportunities — RJM is active with CentraCare. They are interested in the region for development opportunities. Follow up is ongoing. • 12/20/2013 — Meeting with Bill Tapper Development Resources — Gain a deeper understanding of available space in Monticello. Possible consideration for shared space for incubator /accelerator concept. • 1/8/2014— Meeting with Marty Kjellberg Development Resources — Gain a deeper understanding of available space in Monticello. 1/8/2014— Meeting with Monticello EDA /CC Land Sale & Acquisition Team Development Resources — Understand land availability and goals of the Team • 1/16/2014 — ReSTOREing Downtown Monticello meeting Development Resources — Remain up -to -date on downtown development efforts 2/10/2014 — Phone meeting with CBRE Development Opportunities — discussing potential lead for a call center and warehouse. Leads • 10/22/2013 — Met with business owner (precision manufacturing industry) looking to relocate within the area. He is in his current lease until April 2014. Follow up is ongoing. • 10/24/2013 — Met with Chief Operations Officer for Anderson Companies. He is interested in Monticello for retail opportunity. Follow up is ongoing. • 12/05/2013 — Met with Vice President of Corporate Development from RJM Construction. He has asked for information on the Rand House Property. Follow up is ongoing. • 1/8/2014— Fred's Auto Site —An inquiry was made into the availability of the Fred's Auto site to redevelop the property for use as a microbrewery /taproom. • 1/8/2014 — CBRE Brokerage Services — Working with client services coordinator from CBRE on a lead for a call center. Contact made 2/10/2014. Client is looking for a November occupancy timeframe. The firm is currently in a holding pattern due to the uncertainty related to the new MN Warehouse Tax. Follow up is ongoing. • 2/10/2014 — Spoke with precision manufacturer looking to relocate within the area. Project has been moved back but is still active. Follow up is ongoing. Possible candidate for the new MN Job Creation Fund. Business Development • Incubator /Accelerator — Contacted a firm specializing in matching early stage and start -up companies with available space. They are willing to work with the City of Monticello at no charge to repurpose unutilized space for an incubator /accelerator. There are currently two prospective start -up and early stage firms I am targeting for relocation to Monticello. The space originally under consideration for the Incubator /Accelerator space has been sold since the last update. We are currently targeting other suitable spaces for this concept. Data Collection New Data Sets IEDC Tables • General Market Data — Created twelve tables indicating various market data. Deployable via website. Meeting with Communications staff to get the data deployed via the City Website. Commercial Property Listings • Site Flyers — Created Site flyers deployable via web • GIS Maps — Data for available CC /EDA Sites Labor Market Study • Talking Points Memo — Began collecting data for use in a labor market talking points memo. Draft will be available at next update in April. Housing Market Study Data Collection — Began collecting data for use in a housing market study. Draft will be available at next update in April. WSB && Associates, engineering- planning• environmental • construction 4140 Thielman Lane Suite 204 St. Cloud, MN 56301 Tel 320 - 252 -4900 Fax 320-252-3100 April 4, 2014 Mr. Jeff O'Neill City Administrator City of Monticello 505 Walnut Street Monticello, MN 55362 Re: Project Status Update WSB Project No. 1494 -720 Dear Mr. O'Neill: The following represents a summary and status of actions we are currently taking within the Market Matching service contract for the City: Data Collection: General Market Data Ten market data reports were assembled and delivered for deployment on the City's website. These reports contain demographic, housing, and market profile data and are available in PDF or Excel format. As /if new data becomes available the data reports will be updated and provided to the City. Data Collection: Housing Market Study Work on the Housing Market Study is substantially complete. A draft of the report will be completed and delivered to the City by the end of April 2014. Data Collection: Site Maps Work on the Site Maps is substantially complete. City and EDA owned properties are mapped and the Shape files will be made available for deployment on the City website. This work is anticipated to be completed by the end of April 2014. Market Matching: Broker Request Wayne Elam of Commercial Real Estate Solutions (CRS) solicited demographic information for the City. WSB provided Mr. Elam with the requested information. St. Cloud • Minneapolis • St. Paul Equal Opportunity Employer wsbeng.com Project Status Update April 4, 2014 Page 2 Market Matching: Developer Meetin WSB met with Brian Pankratz, Vice President; CBRE. Mr. Pankratz specializes in site selection, redevelopment opportunities and large acreage assemblage and forms strategies for maximizing the value of real estate holdings. WSB provided Mr. Pankratz with a site map of available properties in the City. Follow up is ongoing. Market Matching: Developer Meetin WSB met with Ron Mehl, Senior Developer; Dominium. Mr. Mehl is responsible for new project development, acquisition and financing as well as analyzing new acquisition opportunities, determining project feasibility, overseeing design and construction, partnership restructuring, and negotiations with lenders, investors and third party vendors. Although no immediate opportunities were identified during our meeting, follow up is ongoing. Market Matching: Developer Meetin WSB met with Kim Hofstede, Director; Carlson Real Estate Company. Ms. Hofstede is involved in various corporate activities, including strategic planning, property valuations, financings, dispositions, acquisitions and developments. She is also involved with the site planning and entitlements of a 488 acre residential land site in the western suburbs of Minneapolis and the development of the Oaks Business Park in Oakdale, MN. Although no immediate opportunities were identified during our meeting, follow up is ongoing. Market Matching: Event Attendance WSB attended the Urban Land Institute's Financing Great Places Panel Discussion. Contact was made with Common Bond Communities who has shown interest in residential development in the Monticello region. Follow up is ongoing. Market Matching: Event Attendance WSB attended WCEDP's State of the Cities meeting. Contact was made with Mike Bauer, Founder and President; Bauer Design Build. Mike has experience in leading and managing project teams that range from small tenant improvements to complex projects exceeding 100 million dollars and is very active in Wright County and the Monticello region. WSB has scheduled a meeting with Mr. Bauer to identify any potential development opportunities within the City as well as provide Mr. Bauer with market data. Market Matching: Leads WSB is working with City staff to respond to two industrial companies recently inquiring about Monticello sites. Site Maps and Economic Development Flyers were emailed to the Company. Follow up is ongoing. Market Matching: Leads Project Status Update April 4, 2014 Page 3 WSB has been working with Ryan Strand from CBRE on a lead for a warehouse /call center facility. WSB contacted Mr. Strand and learned the lead with which we were working is no longer looking in the Monticello region. Mr. Strand's client is now looking exclusively within the 494/694 loop in the MSP region. Opportunity Tracker WSB met with the IEDC to provide an overview of Opportunity Tracker. WSB will provide a training session to the IEDC and EDA on April 17th. Activity summary reports will be provided in the monthly memo to staff on an ongoing basis. Sincerely, WSB & Associates, Inc. John Uphoff Economic Development Specialist cc: Angela Schumann, Community Development Director Kelsey Johnson, WSB & Associates, Inc. Eric Maass, WSB & Associates, Inc. ■ WSB && A,,,,�,�� engineering • planning • environmental • construction 4140 Thielman Lane Suite 204 St. Cloud, MN 56301 Tel: 320 -252 -4900 Fax: 320 -252 -3100 May 2, 2014 Mr. Jeff O'Neill City Administrator City of Monticello 505 Walnut Street Monticello, MN 55362 Re: Project Status Update WSB Project No. 1494 -720 Dear Mr. O'Neill: The following represents a summary and status of actions we are currently taking within the Market Matching service contract for the City: Data Collection: Housing Market Study A draft of the Housing Market Study Demographic Analysis and Projections has been completed and forwarded to Staff for review. Once Staff feedback is obtained, WSB will finalize and convert the key findings into a PowerPoint presentation for review by Council and deployment on the City's website. Final draft and presentation are expected to be complete by the end of May 2014. Data Collection: FiberNet Monticello Work on marketing collateral for FiberNet Monticello as it relates to economic development opportunities is underway. A draft timeline of the history of FiberNet has been created and presented to Staff for review. A discussion was held as to the various audiences being targeted for marketing the value of FiberNet to the community as well as potential market entrants. Market Matchim: Broker Request Wayne Elam along with the Kjellbergs requested a meeting to discuss potential prospects for leasing and /or purchase of their properties. WSB met with them and gathered information regarding the Kjellberg's properties. St. Cloud . Minneapolis • St. Paul Equal Opportunity Employer wsbeng.com Project Status Update May 2, 2014 Page 2 Market Matching: Developer Meeting WSB met with Brent Hislop, Managing Partner, Synergy Land Company. Synergy Land Company works in the areas of land development, land sales, and consulting. His primary focus is residential. Market Matching: Developer Meeting WSB met with Ron Mehl, Senior Developer; Dominium. Mr. Mehl is responsible for new project development, acquisition and financing as well as analyzing new acquisition opportunities, determining project feasibility, overseeing design and construction, partnership restructuring, and negotiations with lenders, investors and third party vendors. Mr. Mehl has expressed interest in the prospect of developing a 50 to 75 unit multifamily housing project in Monticello. WSB is in the process of scheduling a fact finding meeting with Mr. Mehl and Staff. Follow up is ongoing. Market Matching: Developer Meeting WSB met with Paul Tabone from Lennar. Steve Ach is the contact and has already reached out to the City to learn more about development opportunities for residential development in Monticello. Follow up is ongoing. Market Matching: Event Attendance WSB attended the MNCAR Investor Invasion event. The primary focus of the meeting was where investment dollars are coming from focused primarily on retail and commercial development. No immediate leads were identified. Market Matching: Event Attendance WSB attended a webinar for SalesForce CRM that is coming online this month. Details on how the system works were covered and insight was provided as to how to maximize the system. Sign on ID's and passwords were disseminated. WSB will work with Staff on the input and reporting from the SalesForce CRM system. Market Matching: Event Attendance WSB attended an Economic Development Association of MN webinar on effective marketing techniques for cities. Information was disseminated on some of the efforts underway throughout Minnesota. Market Matching: Event Attendance WSB attended SLUC's monthly meeting. The focus of this month's meeting was economic development success in Shakopee. Useful information was obtained especially as it related to creating momentum for ongoing growth and development. Project Status Update May 2, 2014 Page 3 Market Matching: Event Attendance WSB attended GreaterMSP Ahead event and participated in creating a statewide dashboard to track key economic and quality of life metrics for the State. Market Matching: Leads WSB has been in ongoing contact with Keith Klein, President; MPI Manufacturing Partners. Mr. Klein has expressed interest in relocating to Monticello and has also been working with Mr. Elam of CRS. WSB will continue to work with Mr. Klein and Mr. Elam to provide them with the market information and site availability. Follow up is ongoing. Opportunity Tracker WSB provided a training session to the IEDC and EDA on April 17th. Activity summary reports will be provided in the monthly memo to staff on an ongoing basis. There has been no activity to date on Opportunity Tracker. Sincerely, WSB & Associates, Inc. John Uphoff Economic Development Specialist cc: Angela Schumann, Community Development Director Kelsey Johnson, WSB & Associates, Inc. Eric Maass, WSB & Associates, Inc. �1 { ev t CITY 0 Montic Monticello is one of the only communities in the midwest to offer competitive high speed fiber optic network packages to every household and business in the community! 0 businesses confidently invested in Monticello, a leading tech invested Minnesota community where you can work fast and play more! Monte llo Work Fast. Play More. id abitl 129759iiffif Monticello !!!!!! ,Second Population 1116E Service Extensive Fiber Optic Network TO EVERY HOUSEHOLD & BUSINESS 49693 Households a o of 29 City Parks -038 miles 00, Distance to Twin Cities Model Airplane Field :..32 years Mississippi River Medians Age 109370 Regional Access Acres Parkland ■ High school graduate ❑ Some College ❑ Associates degree ■ Bachelor's degree ❑ Post graduate degree Source: American Community Survey (2007 -2011) How to get here Passenger Rail /Light Rail: Connected to the North Star Air: Located 51 miles north west of the Minneapolis /St. Paul International passenger rail line that runs to the Airport or 23 miles from the St. Twin Cities and connecting LRT lines. Cloud Regional Airport. Interstate /Highway: Monticello is located off of Interstate Highway Rail: The BNSF rail line is a class I 94 and Highway 25, and 2 miles from freight railroad that connects north to Highway 10. St. Cloud and South to the Twin Cities. PopulationGrowthProjectionsforWrig Total Population Percent Change 12010 12020 12030 12040 12010-2020 12010-2040 1 1124,100 1141,422 1111,416 1193,619 118.2% 155.3% 1 Wright County had the fastest growing labor force in Minnesota from 2002 to 2012 at +22.6 %. Neighboring Sherburne County was the 4th fastest labor force growth at +18.5% Source: Positively Minnesota To St. Cloud - 30 Miles To Minneapolis - 38 Miles Passenger Rail /Light Rail: Connected to the North Star passenger rail line that runs to the Twin Cities and connecting LRT lines. Interstate /Highway: Monticello is located off of Interstate Highway 94 and Highway 25, and 2 miles from Highway 10. PopulationGrowthProjectionsforWrig Total Population Percent Change 12010 12020 12030 12040 12010-2020 12010-2040 1 1124,100 1141,422 1111,416 1193,619 118.2% 155.3% 1 Wright County had the fastest growing labor force in Minnesota from 2002 to 2012 at +22.6 %. Neighboring Sherburne County was the 4th fastest labor force growth at +18.5% Source: Positively Minnesota To St. Cloud - 30 Miles To Minneapolis - 38 Miles Wright County Percent of Employment Profile Population Employed Civilian Employed Population 64,309 employed (16+ yrs) Construction 19 Manufacturing 11 Wholesale Trade 13 Retail Trade 9.2 % Transportation Warehousing 9 % Information 1.6 % Finance, Insurance, Real Estate 6 % Professional, Scientific, 4.5 % Management Educational Services, Health 4.4 Care, Social Services Arts, Entertainment, Recreation 4 Public Administration 1.5 % Agriculture, Forestry, Fishing and ° 1.4 /° Hunting, Mining Other 1.5% Ready. Set. Go! � Monticello '7 r „ �1� %AD'q Source: American Community Survey (2007 -2011 5 yr Estimates) Site Characteristics 5.27 Acres - City Owned - Zoned 1 -1 'a so Legend National Wetlands Inventory Parcel Lines Site Selected 100 50 0 100 Feet A� - bqq 66" SKEllh- CITY C1F Ready. Set. Go! ] Monticello Site Characteristics Wright County Percent of 6.66 Acres - City Owned - Zoned 1 -1 soT F. „ � A�p►D1I Source: American Community Survey (2007 -2011 5 yr Estimates) op Rd erry,Llefert Dr Legend " Employment Profile Population Parcel Lines Employed Civilian Employed Population 100 50 0 100 Feet ol�� 64,309 employed (16+ yrs) Construction 19 % Manufacturing 11 % Wholesale Trade 13 % Retail Trade 9.2 % Transportation Warehousing 9 % Information 1.6 % Finance, Insurance, Real Estate 6 % Professional, Scientific, 4.5 % Management Educational Services, Health 4.4 Care, Social Services Arts, Entertainment, Recreation 4 % Public Administration 1.5 % Agriculture, Forestry, Fishing and ° 1.4 /° Hunting, Mining Other 1.5% soT F. „ � A�p►D1I Source: American Community Survey (2007 -2011 5 yr Estimates) op Rd erry,Llefert Dr Legend " National Wetlands Inventory Parcel Lines Site Selected 100 50 0 100 Feet ol�� A 1 AF,: wi -CSAH 39 t ^> Golf Course c �ft $ 44. 10 F 21 YVJaY �\r z _ Sf ' ��` j .efixr� , l a r T3 G4,' 3� y tiilY f�S{ ✓Ft Q �j nf�V r tx. . • ae, N 7 Wright County Percent of Employment Profile Population Employed Civilian Employed Population 64,309 employed (16+ yrs) Construction 19 % Manufacturing 11 % Wholesale Trade 13 % Retail Trade 9.2 % Transportation Warehousing 9 % Information 1.6 % Finance, Insurance, Real Estate 6 % Professional, Scientific, 4.5 % Management Educational Services, Health 4.4 Care, Social Services Arts, Entertainment, Recreation 4 % Public Administration 1.5 % Agriculture, Forestry, Fishing and ° 1.4 /° Hunting, Mining Other 1 1.5% CITY C1F Ready. Set. Go! g Monticello Site Characteristics ,_, 10.86 Acres - City Owned - Zoned 1 -1 SOTT v a Source: American Community Survey (2007 -2011 5 yr Estimates) Legend National Wetlands Inventory Site Selected 1 Hillcrest Rd j Parcel Lines 00 50 0 100 Feet Praire Rd Hilltop Dr LA _ V I V �t Jerry Liefert Dr yak <a i s& c , x _ K .: !s�Y &> s„�S away - CSAH 39 - �� G (rse Rd r` W3 IC VY, .x��' k` x `s FairwaYDr ,p_ �,:;.:` 30 A'i` F r+$s^ '4we N. ;ati1�ayS;�P hstk��$fh.s {gym 3r : sal Context • A 7 The City of Monticello seeks to create partnerships with private investors. Assistance may include: • Acquisition of land • Preparation of sites for development • Construction or reconstruction of public improvements • Provision of adequate parking • Removal of polluted lands as needed • Tax increment financing, tax abatement, or other financial tools available to the city • Fiber subsidy available - r r. Local Assistance Programs Tax Increment Financing (TIF) Assistance for land write -down and or site improvements for qualified businesses. Greater Monticello Enterprise Fund Below Prime Interest Rate Loan. Revenue Bonds The City of Monticello can issue industrial revenue bonds for manufacturing and industrial businesses as defined by SBA size and eligibility standards. Regional Assistance Programs Wright County Enterprise Fund A county funding course to assist industrial businesses with financing real property acquisition and development, machinery and equipment or working capital. Minnesota Investment Fund Low interest loans to industrial, manufacturing and technology businesses. Small Business Development Loan Program This loan is through the Minnesota Agricultural and Economic Development Board who issues industrial development bonds. Small Business Administration (SBA) Assistance with SBA loans. http://www.buildingbusinessinmonticello.com Greater MSP- http: / /www.youtube.com /watch ?feature =p layer—em bedded &v =J DH 5 i 16FFi M The City of Monticello's Economic Development Authority provides comprehensive services to prospective and existing businesses by assisting with site and building information, financial assistance, and guidance through the regulatory and development process. EDA Agenda: 06/11/14 6. Director's Report. TH 25 /CSAH 75 Improvements and Block 34 City staff and Market Matching's John Uphoff met with a national real estate and development firm regarding their interest in Block 34 the week of May 27th. The firm, seeing acquisition achievements on this block, on its own volition, expressed interest in assisting the EDA /City with development services for the block. The City has followed up with additional background information (Embracing Downtown market study, Embracing Downtown land use concepts, and demographic information). The EDA may wish at some point to request proposals for commercial brokering and possibly redevelopment of the City /EDA properties on the block. With that in mind, staff has requested that the real estate and development firm provide an outline of services they believe most beneficial to the block at this time, along with mechanism for payment. Once we receive that information, staff will be in a better position to provide the EDA with a recommendation on next steps related to the block in terms of representation and proposals. The City Administrator has indicated that from time to time there have been questions from citizens regarding redevelopment cost and strategies for Block 34. Staff is preparing information relative to the City /EDA investment on the block and the goals behind the acquisitions for general information purposes. The Mayor also wrote an article on downtown redevelopment for the most recent City newsletter, which addressed some of these questions. TIF Administration In July, staff will present a formal resolution to the EDA requesting the return of excess increment generated in TIF 1 -22 to Wright County. The EDA will recall from its March meeting that approximately $596,000 in excess increment (that is, increment not obligated within the first five years of the district and not available under pooling) will need to be returned to Wright County. Once financial statements for 2013 are completed, the Finance Director and Northland will be able to calculate the exact amount to be returned to the County. The excess increment will then be redistributed by Wright County to the other taxing jurisdictions. The monies returned will no longer be subject to TIF regulations. Worth the Stop Update The Monticello Community Center, Hiway Liquors and City Hall marketing and public information budgets will be tapped in support of the "Worth the Stop" effort on behalf of the City. Monticello Business Center /Otter Creek With Council approval, staff has been working with Xcel Energy on the possible use of a property at the business park for a new electric substation. More detail (from the Council authorization staff report) is attached for reference. At present, Xcel is working on site plans and impact information for a substation use. EDA Agenda: 06/11/14 The City Attorney has also recommended that the City request an amendment to the covenants applicable to the business park in order to allow the use. This will require that the City obtain consents from 80% of all property owners within the park for amendment. While the covenants do not specifically prohibit this use, which will require a conditional use permit through the City, the covenants do prohibit metal buildings. The substation structure itself is constructed of metal. Once the City has greater site plan and impact detail from Xcel, we will begin conversations with surrounding property owners regarding the proposed use and covenants. Site plans will also help the EDA /City determine a sale price for the property. Xcel has requested a right of entry from the City to allow access to the site for simple site review purposes. At this time, no soil borings or surveying is proposed. Greater MN Partnership A representative from the Greater MN Partnership will be present at the July meeting to discuss the organization and answer questions on membership benefits, priorities and accomplishments. City Council Agenda: 04/14/14 7C. Consideration of authorizing negotiation of terms of sale of City -owned property at Otter Creek Business Park to Xcel Energy (JO /AS) A. REFERENCE AND BACKGROUND: The City Council is asked to consider authorizing staff and the Council /EDA Land Sale and Acquisitions Team to negotiate with Xcel energy on terms supporting the potential sale of a property at Otter Creek Business Park. Xcel Energy has a major transmission line running along the western boundary of the City - owned Otter Creek Industrial Park. Xcel seeks to develop a substation along this transmission line on the south side of Interstate I -94. Xcel has indicated that this would be a new power source for the community, in addition to two substations already serving Monticello (one substation at Linn Street and one substation north of Buffalo). A location within Otter Creek Business Park is most ideal relative to distribution lines from the site, the area to be served currently and into the future, and for practical purposes such as access and easement availability. Staff is seeking authorization to begin working with Xcel to determine whether a site within the park is feasible for Xcel's proposed use. Staff will need to work with the Xcel team on easements, covenants, platting, ordinance requirements and environmental review. The EDA /Council Land Sale & Acquisition Team reviewed this item on April 9', 2014 and recommended bringing this request for to the City Council for consideration. The group evaluated the situation and determined that the concept merited consideration by the City Council. The City of Monticello owns the prospective property. As part of the feasibility analysis, owners of Otter Creek property that are party to the restrictive covenants will be contacted for their input. Al. Budget Impact: Not applicable at this time. A2. Staff Impact: A considerable amount of staff time could be involved in this preliminary phase of negotiations and feasibility. Staff will track time on this project and Council can consider incorporating cost recovery as part of acquisition costs. B. ALTERNATIVE ACTIONS 1. Motion to authorize negotiations team to conduct preliminary negotiations and review of feasibility of potential sale of property at Otter Creek Business Park to Xcel Energy for development of an electric substation. 2. Motion of other. City Council Agenda: 04/14/14 C. STAFF RECOMMENDATION Staff supports Alternative 1. D. SUPPORTING DATA Otter Creek Business Park, Area of Interest `d aomrr 1 }G II I � •�yr I ? A 1UTI or' i 1 � �5 JL JOJMWCyr y 1 i I � y�1! IP I i I Ic r 7 ? CmWC A RL 7ZZ R C Wl,-:FA - CROSS11 W 7 JWj9, 4, 0, 17A � 1 • .5'r'r �. �'• r • •� r I ti � �•�. 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