IDC & EDA Agenda 10-07-2008• AGENDA
MONTICELLO INDUSTRIAL & ECONOMIC DEVELOPMENT COMMITTEE
Tuesday, October 7, 2008
7:00 a.m., Bridge Room
IEDC Mission Statement:
To increase the tax base and the number of liveable wage-level jobs in Monticello by promoting
industrial and economic growth and working to maintain a desirable business environment.
MEMBERS: Chair Mike Benedetto, Vice Chair Bill Tapper, Dick Van Allen, Don Roberts, Dan
Olson, Barb Schwientek, Lynne Dahl-Fleming, Don Tomann, Jim Johnson, Zona
Gutzwiller, Patrick Thompson, Rich Harris, Wayne Elam, and Marshall Smith.
1. Call to Order
2. Vote to approve the September 2, 2008 IEDC minutes
3. Reports:
a. City Update
b. Fiber Optic
c. Chamber
• 4. IEDC Planning Session Recap & Establishing of Objectives
a. IEDC Visioning Breakout Session (15 minutes)
5. New Member Request
Economic Development Director Update:
a. General
b. Economic Development Director Workplan
c. Marketing Committee
d. Higher Education Committee
e. Next Meeting Schedule/Agenda
Adjournment. (8:30am)
•
•
MINUTES
MONTICELLO INDUSTRIAL & ECONOMIC DEVELOPMENT COMMITTEE
Tuesday, September 2, 2008 - 7:00 a.m.
Bridge Room, 505 Walnut Street, Monticello, MN
MEMBERS PRESENT: Chair Mike Benedetto, Vice Chair Bill Tapper, Secretary Lynne
Dahl- Fleming, Dick Van Allen, Dan Olson, Barb Schwientek,
Don Roberts, Wayne Elam, Patrick Thompson, Marshall Smith.
MEMBERS ABSENT: Jim Johnson, Don Tomann, Zona Gutzweiler, Rich Harris
CHAMBER LIASON Chamber Director, Sandy Suchy
PRESENT:
CITY STAFF PRESENT: City Administrator, Jeff O'Neill
IEDC MISSION: To increase the tax base and the number of livable wage-level jobs
in Monticello by promoting industrial and economic growth and
working to maintain a desirable business environment.
Call to Order.
•
IEDC Chair Mike Benedetto called the meeting to order at 7:06 a.m. declaring a quorum.
He also pointed out that in the packet for today's meeting, members should take special
note of the enclosed IEDC Action Statement that was recently approved by membership
at the May 6, 2008 meeting. This document should be kept on file and used as a reference
and guide to provide direction for the work completed by the IEDC.
Benedetto also obtained confirmation from membership that they approved of receiving
the agenda, meeting minutes and additional information via email rather than the
previous mode of delivery via printed packets sent by U.S. mail. The only comment from
membership was that if detailed or color maps were included that better copies be
provided with more clarity or to have those hard copies available at the actual meeting.
2. Welcome new IEDC member and introductions.
Welcome was extended to the new Economic Development Director, Megan Barnett,
even though she was not able to attend the meeting. She was recently hired by the city
and started work on August 11. She will be attending the October meeting.
Welcome to new IEDC member, Marshall Smith, Administrator/CEO at the Monticello-
Big Lake Hospital. This is his first meeting.
•
Vote to approve the May 6, 2008 IEDC minutes.
(Note: IEDC meetings were not held during the months of July or August.)
Secretary, Lynne Dahl-Fleming noted that the acronym (IEDC) designating the newly
adopted name of the group -Industrial and Economic Development Committee required
to be consistent throughout the set of minutes and would be corrected. She also noted a
correction for the Chamber update portion of the minutes to read as follows,:
Director Suchy reported that the Main Page of the Chamber's website:
www.MonticelloCCLcom listing educational college classes. This web page was
added for community awareness and shows classes open to the public and offered
by colleges who are Chamber members.
BARB SCHWEINTEK MADE A MOTION TO APPROVE THE MAY 6, 2008 IEDC
MINUTES. SECONDED BY BILL TAPPER, THE MINUTES WERE APPROVED
WITH A REQUEST TO MAKE THE NOTED CORRECTIONS.
4. Old Business:
A. Planning Workshop and break-out groups for IEDC sub-committees including:
Business Retention, Marketing/Communication, Land Use and Transportation.
• Chair Benedetto stated that an IEDC planning workshop for sub-committee work had
been planned for one of the summer meetings but had not yet taken place. This meant we
would be devoting the major portion of the meeting to complete this task. Members were
asked to divide into a group(s) that they were interested in and to provided input and
comment as to what they felt should be priorities for IEDC. Members met in sub-
committees and then came back to the table to review the information as a group by
review of each category. The information was recorded as follows:
BUSINESS RETENTION
• Identify issues as well as the positives within the business community.
Stay in touch with the business community
- Newsletter from IEDC sent by direct mail to business community
- Business survey with questions developed by IEDC with input from
City Staff. Survey interviews done face-to-face by non-staff and in
written form with opportunity for anonymity by businesses to allow
freedom to express honest viewpoints. The objective would be to
obtain information from the business community that reflected both
strengths and weaknesses so both could be addressed. The survey
would initially be done first with the manufacturers and industrial
businesses since this is the primary focus of IEDC.
- Personal visits to manufacturing and industrial businesses on a
regular basis as a means to stay connected in this order: new
• 2
•
companies recently located in the community, growing companies and
those who have recently acquired new neighbors.
• Networking event in the form of an annual banquet for socializing
- Evening event with main speaker yet ample time for social hour
and sit-down meal that encourages socializing before and after.
- Event could be a joint planning effort with Chamber but should be
focused on the manufacturing and industrial business segments.
MARKETING/COMMUNICATIONS
Note: Some of the items overlap with the above Business Retention list.
• Create an understanding and awareness of IEDC.
- Newsletter developed by IEDC with articles written by IEDC members
and spotlighting various manufacturing and industrial businesses in the
community. Make the business community aware of the IEDC Action
Statement, our Mission along with the results and progress of our sub-
committee work in the areas of. Business Retention, Land Use and
Transportation as they are all interrelated with marketing and
communications.
• - Evening social event to encourage business fellowship.
- Provide input, ideas and recommendation to the Monticello Marketing
Committee for development of a strategy for marketing Monticello to
the type of business we wish to attract (especially in the area of
manufacturing and industrial related businesses) by defining what
attributed we have as a community and what type of business we want
to bring to the city. The Monticello Marketing Committee may decide
to include a more comprehensive view of promoting Monticello to
include not only input from the city side but also from Chamber,
schools, hospital district and major utilities like Xcel as more of a
group effort. Depending on the funds available, this effort may include
hiring an outside commercial firm for assistance with a strategy and
development of a plan to market Monticello as a whole.
TRANSPORTATION
• Third Interchange for City of Monticello.
- Provide input to staff and City Council for development of interchange
and its location. An interchange needs to be completed to enhance the
Monticello business community as an interchange is a key driver for
a business location, especially for manufacturing and industry.
•
•
• Key transportation routes in the City of Monticello.
It was noted that the Ciry of Monticello is completing its Transportation Study.
The city's plan will be presented at a meeting scheduled for September 22 (S p.m.)
- Second Mississippi River crossing needs to be looked at. Local
jurisdiction will most likely have to initiate this effort and take it
to the next level. Consideration of a way to jointly fund transportation
issues on a more regional level especially since once you cross the
Mississippi River form Monticello City limits you enter into Big Lake
Township, Becker Township and the City of Big Lake. Perhaps they
should be included in the planning. Currently there is a joint
transportation group that the City of Monticello participates in along
with Big Lake. How can IEDC have input with this? A Capital
Improvement Fund could also be developed by the city for funding
future transportation needs in order to establish a community
commitment towards these efforts.
- Take into consideration that Big Lake will soon have train transport
along Highway 10 via the Northstar Commuter Rail. How do we take
advantage of this and facilitate bus/van transport if needed between
Monticello and Big Lake.
• - The Chamber is passing resolution to work with a group of other
Chambers and communities to support expansion of 8 to 10 lanes
along I-94 including areas between Maple Grove and Monticello. How
can the city and IEDC take advantage of this (ie. bus/van from
Monticello to Maple Grove?)
- Market the fact that our community has the advantage of being located
within driving distance to the St. Cloud Airport.
- What is the timeframe for completion of access for Seventh Street?
This route needs consideration as it is becoming a major route within
the city because of Interchange developments.
LAND USE (Industrial focus)
• Identify industrial land available within the city limits currently and
provide input and planning ideas for what will be needed in the future.
- Identify what types of business are suitable to these areas and will
provide livable wage jobs in Monticello. Evaluation to include
business that is a compliment to industrial (ie. conference center,
higher end hotels and dining experiences, etc.)
- Determine if the city should purchase additional land for its own
development and/or designate additional areas for industrial zoned
land which could be purchased by developers.
•
•
• Define how infrastructure relates to land use
- Identify what types of infrastructure are necessary for successful
economic growth and development (ie. fiber optics, roads, sewer,
water, etc.) and identify funding for infrastructure. Evaluate the
possibility of a joint infrastructure plan on a more regional level
(ie. sharing wastewater treatment plant or transportation costs.)
Chair Benedetto instructed Secretary Dahl-Fleming to type up the notes from the
sub-committee discussions and distribute them via email to members for their
review prior to the next IEDC meeting. At the October IEDC meeting time will be
devoted to polishing the priorities for each and developing an action plan.
Review draft copy of the September 2, 2008 Planning Commission Agenda for
commerciaUindustrial related items.
The Planning Commission Agenda item presented was the North Chelsea Road
Industrial to Commercial Rezoning Request for the Kohl's property. It was generally
understood that due to the fact that this property is immediately adjacent to the I-94
Interchange and opposite the retail stores including Target and Home Depot that the
• north side of the interchange would fit for commercial. use and its zoning. There was
no recommendation from the IEDC on this matter.
6. Reports.
A. Cit~pdate. No city update was provided.
B. Fiber Optic, Marketing, Higher Education
No report was provided for Marketing as the Monticelo Marketing Committee has not
met recently. No report was provided for Higher Education.
Lynne Dahl-Fleming provided an update on the city fiber optic project. The Council
approved construction of the head-end building which will house the electronic
equipment for the network and a smaller fiber loop build of approximately 11 miles of
fiber optics which will connect important commercial, industrial and civic facilities. This
contributes toward achievement of the economic development goals originally
established for the FiberNet Monticello project. This build out of fiber includes the ability
to connect up to 200 businesses that pass along the fiber loop route which includes the
Monticello downtown area and most of the industrial parks. This connection includes
Monticello City Hall, Community Center and Public Works buildings. Construction for
both projects is anticipated to be completed by the end of the year. The service provided
would be for high-speed data (Internet) only with no telephone or cable TV.
•
•
C. Economic Development Director Update
No report was provided. Megan Barnett will provide an update at the October meeting.
D. Chamber
Director Sandy Suchy reported that the Political Candidate Forum will be held on
Monday, September 29 at 6:30 p.m. in the Mississippi Room at the Community Center.
Chamber's Business Expo will be on Sunday, October 5 from 11 a.m. to 3 p.m. and held
at the High School.
She also reported that the annual IEDC Banquet (typically held in October) has been
placed on hold pending discussion with the new Economic Development Director.
Lynne Dahl-Fleming commented that perhaps with suggestion from the IEDC
sub-committees of restructuring a banquet for socializing that it could be moved to a
different month and be held at a later date.
Regarding the current litigation resulting from the lawsuit presented by Bridgewater/TDS
Telecom to the City of Monticello, a total of three Hearings have been conducted at
Wright County District Court. Currently there is no other Hearing date set. Judge
Jonathan Jasper, who is presiding over the case, said at the August 21 Hearing that he
would be have an Order ready soon. The City is waiting to receive the Judge's Order and
will not know anything until that time.
9. Other Business.
Don Roberts presented a letter from the City Planner of Big Lake that his company,
Cargill Kitchens Solutions (who has a Big lake location) received relating to the
expansion of the city's industrial park. He commented that they were proactive in seeking
assistance for referrals from current property owners in their existing industrial park for
possible tenants in the expansion of their city-owned industrial park. Roberts thought this
was an excellent idea and a good approach by the city. Lynne Dahl-Fleming asked to
make a copy of the letter so it could be forwarded to Monticello City Staff.
10. Adjournment.
BILL TAPPER MADE A MOTION TO ADJOURN THE IEDC MEETING.
SECONDED BY DON ROBERTS. THE IEDC MEETING ADJOURNED AT
8:55 A.M.
Next IEDC meeting -Tuesday, October 6, 2008.
Lynne Dahl-Fleming, IEDC Secretary
• 6
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•
IEDC 10.7.08
4. Break-out Working Grouus:
The IEDC held a strategic planning workshop at their September 2008 meeting. The
workshop generated many valuable ideas and potential future IEDC work plan objectives. The
committee will be breaking into visioning sessions to continue to refine issues, challenges,
and objectives. Below are the results of the work session and additional staff comment and
input.
Transportation:
Staff Comment:
The City Council held a Transportation Workshop on September 22, 2008. The Council
received a lot of good input from the business community regarding the closing of River
Street and a future interchange along County Road 39. A draft copy of the Transportation
Plan is anticipated to be reviewed by the City Council in October. The IEDC will be notified
of that date when set.
IEDC Input
Third Interchange for City of Monticello.
-Provide input to staff and City Council for development of interchange
and its location. An interchange needs to be completed to enhance the
Monticello business community as an interchange is a key driver for
a business location, especially for manufacturing and industry.
• Key transportation routes in the City of Monticello.
It was noted that the City of Monticello is completing its Transportation Study.
The city's plan will be presented at a meeting scheduled for September 22 (S p.m.)
-Second Mississippi River crossing needs to be looked at. Local
jurisdiction will most likely have to initiate this effort and take it
to the next level. Consideration of a way to jointly fund transportation
issues on a more regional level especially since once you cross the
Mississippi River form Monticello City limits you enter into Big Lake
Township, Becker Township and the City of Big Lake. Perhaps they
should be included in the planning. Currently there is a joint
transportation group that the City of Monticello participates in along
with Big Lake. How can IEDC have input with this? A Capital
Improvement Fund could also be developed by the city for funding
future transportation needs in order to establish a community
commitment towards these efforts.
-Take into consideration that Big Lake will soon have train transport
along Highway 10 via the Northstar Commuter Rail. How do we take
advantage of this and facilitate bus/van transport if needed between
Monticello and Big Lake.
• -The Chamber is passing resolution to work with a group of other
Chambers and communities to support expansion of 8 to l O lanes
along I-94 including areas between Maple Grove and Monticello. How
. can the city and IEDC take advantage of this (ie. bus/van from
Monticello to Maple Grove?)
-Market the fact that our community has the advantage of being located
within driving distance to the St. Cloud Airport.
- What is the timeframe for completion of access for Seventh Street?
This route needs consideration as it is becoming a major route within the city because of Interchange
developments.
Land Use•
Staff Comment:
Staff is in the process of researching growing business industries within MN and surrounding
areas. According to DEED (MN Department of Employment and Economic Development),
pockets of growth in MN are still occumng "Medical device manufacturing, Education and
Health Care, and Financial Activities." Another industry to track is the manufacturing of
technology components.
IEDC Input:
Identify industrial land available within the city limits currently and
provide input and planning ideas for what will be needed in the future.
- Identify what types of business are suitable to these areas and will
provide livable wage jobs in Monticello. Evaluation to include
business that is a compliment to industrial (ie. conference center,
higher end hotels and dining experiences, etc.)
• -Determine if the city should purchase additional land for its own
development and/or designate additional areas for industrial zoned
land which could be purchased by developers.
• Define how infrastructure relates to land use
- Identify what types of infrastructure are necessary for successful
economic growth and development (ie. fiber optics, roads, sewer,
water, etc.) and identify funding for infrastructure. Evaluate the
possibility of a joint infrastructure plan on a more regional level
(ie. sharing wastewater treatment plant or transportation costs.)
Business Retention:
Staff Comment:
The initiation of a "business newsletter" seems to have full support by the IEDC. Staff would
like to establish a target date of January 1, 2009 for the first newsletter to be published. Due to
budget and staff constraints, it would seem most effective and efficient to have one business
newsletter that incorporates IEDC, EDA, City Council, and staff sections. This will also
provide a cohesive message to the business community.
As a starting point the newsletter could be published every three months. It would be staffs
hope to obtain business emails during the early part of 2009. In the event additional news or
information was desired to be distributed to the business community, it could be emailed
instead of publishing a full newsletter prior to a 2-3 month schedule. It should be mentioned,
that all business publications will be posted on the website.
•
In order to be 'n draftin the first newsletter a few i
gi g p eces of information will need to be
discussed and established:
1. Establishing a name for the news letter (please email me your ideas and I will
tabulate them for the meeting megan.barnett(a~ci.monticello.mn.us )
2. Who should be the first Business Spotlight? Creating a list of both industrial and
commercial businesses would be productive. Rotating between an industrial and
commercial (retail) vendor would allow great diversity and awareness of Monticello's
business community. Site visit events would be part of the business spotlight.
3. Determine an IEDC member to assist in writing the first article for the IEDC section.
4. As part of the newsletter, a business survey could be developed. It is also important to
note that the City's Website could be utilized for this type of transaction and
communication.
Networkin EQ vent:
Staff would like to propose establishing anIEDC/EDA annual business networking meeting
event. The idea would be to invite all businesses for an evening of networking and "special
event." A few examples could be a wine/food tasting event, silent auction, motivational
speaker, entertaining speaker, etc. In an attempt to separate this event from other organization
events (i.e. golf tournaments, chamber year end banquet, etc.), Staff would propose hosting
the annual event in early Spring (March, April, May).
• Staff would also like to discuss establishing one or two breakfast "Cit U date" events
Y p
throughout the year. The idea of these events would be to invite the whole business
community to a breakfast where they could be updated on various projects and initiatives the
IEDC/EDA & City Council are undertaking. Another idea would be to work in conjunction
with the Chamber of Commerce for one of the "City Update" events. The entire business
community would be invited to a Chamber Lucheon, where the speakers would provide an
update on what is happening in the City. Since the Chamber Lucheon's require a fee to be
paid, it would see appropriate to also offer a free breakfast networking/update experience
hosted by the IEDC/EDA.
IEDC Input:
Identify issues as well as the positives within the business community.
Stay in touch with the business community
-Newsletter from IEDC sent by direct mail to business community
- Business survey with questions developed by IEDC with input from
City Staff. Survey interviews done face-to-face by non-staff and in
written form with opportunity for anonymity by businesses to allow
freedom to express honest viewpoints. The objective would be to
obtain information from the business community that reflected both
strengths and weaknesses so both could be addressed. The survey
would initially be done first with the manufacturers and industrial
businesses since this is the primary focus of IEDC.
• -Personal visits to manufacturing and industrial businesses on a
3
regular basis as a means to stay connected in this order: new
• companies recently located in the community, growing companies and
those who have recently acquired new neighbors.
• Networking event in the form of an annual banquet for socializing
- Evening event with main speaker yet ample time for social hour
and sit-down meal that encourages socializing before and after.
- Event could be a joint planning effort with Chamber but should be
focused on the manufacturing and industrial business segments.
Marketing & Communication:
Staff Comment:
In these economically challenging times, it will be most important to be budget conscious and
cohesive while marketing Monticello/City owned land. Joint marketing ads and publication
pieces and use of website will continue to be key in marketing efforts. Staff is in the process
of further updating the City's website to be more user friendly to both the existing and future
business community.
Staff participated in a very preliminary discussion regarding initiating a City wide Monticello
identity exercise. The Center for Community Stewardship is a group that helps communities
"jump-start the success of a community by empowering its most powerful asset -its leaders."
The idea is this group will help stream line the visioning process to ultimately determine a
common identity message about Monticello.
IEDC Input:
• Create an understanding and awareness of IEDC.
-Newsletter developed by IEDC with articles written by IEDC members
and spotlighting various manufacturing and industrial businesses in the
community. Make the business community aware of the IEDC Action
Statement, our Mission along with the results and progress of our subcommittee
work in the areas of. Business Retention, Land Use and
Transportation as they are all interrelated with marketing and
communications.
- Evening social event to encourage business fellowship.
-Provide input, ideas and recommendation to the Monticello Marketing
Committee for development of a strategy for marketing Monticello to
the type of business we wish to attract (especially in the area of
manufacturing and industrial related businesses) by defining what
attributed we have as a community and what type of business we want
to bring to the city. The Monticello Marketing Committee may decide
to include a more comprehensive view of promoting Monticello to
include not only input from the city side but also from Chamber,
schools, hospital district and major utilities like Xcel as more of a
group effort. Depending on the funds available, this effort may include
hiring an outside commercial firm for assistance with a strategy and
development of a plan to market Monticello as a whole.
Recommendation:
• Staff would like to obtain input and preliminary decisions regarding the business newsletter.
•
5. New Member ReQuest:
Background:
IEDC 10.7.08
Staff was contacted by Charlotte Gabler requesting to be considered as a new member to the
IEDC. Charlotte is currently serving as a Planning Commissioner. Ms. Gabler submitted her
resume (attached) for review by the IEDC.
According to the IEDC Organizational and Membership guidelines, membership has not
exceeded the established limit (16-18 members).
Alternate Actions:
1. Recommend that the City Council approve the appointment of Charlotte Gabler.
2. Recommend that the City Council deny the appointment of Charlotte Gabler
3. Table item for further information
Staff Recommendation:
The IEDC should review the attached resume and provide a majority vote, positive or
negative, to the City Council.
•
Charlotte Gabler
6431 River Ridge Lane
Monticello, MN 55362
763-295-0469 Hm 612-669-8120 Cell
charlottebi stodeau@msn. com
Objective:
Seek opportunity to demonstrate accounting skills and knowledge
Share experience(s) to build a resourceful and operational environment
SHILLS and
CAPABILITIES
Communications: Professional telephone manner
Effective in verbal and written skills
Speak, write, and understand Spanish
Computer: Type 65wpm
Proficient in Windows'95, '98, 2000, XP, Vista, Internet,
Word 6.0, 2002, Exce197, 2000, 2002,2007 Access 97 &
2000,2007, WordPerfect 6.0, PowerPoint, Lotus 1-2-3
Release 5, Turbo Tax, WinZip, Monarch, Groupwise 5.0,
Microsoft Exchange, Outlook '97, 2002, Publisher, Oracle,
• Ad-hoc, Wireless Office ,Quickbooks Pro. & Premier, &
Contractor Editions, Business Plan Pro, Plaxo Contact
Manager, Sales Force.com Contact Manager, Cvent, ATX
Tax software
Able to learn software quickly and easily
Organizational: Able to efficiently budget time and money-time management
Able to schedule and plan ahead
Able to coordinate multiple tasks and priorities
Personal Attributes: Positive attitude
Ability to communicate clearly and honestly with peers,
managers, customers
Goal setter, determined, sense of ownership with work
Able to interact well with others-commitment to teamwork
EDUCATION
Metropolitan State University, St. Paul, MN
Current Student in Four-Year Accounting Program
Classes in general business, management, and finance
Associate in Applied Science Degree
Two-Year Accounting Program
Anoka-Ramsey Community College, Coon Rapids, MN
June 1997
Classes in general business, business tax, payroll, and cost accounting
EXPERIENCE
•
•
•
January 2008-Present Senior Staff Accountant
New Look Contracting, Inc./Becker Greenhouse, LLC
Elk River, MN/Becker, MN
Responsibilities included: Prepares balance sheets, profit
and loss statements, and other financial reports.
Responsibilities also include analyzing costs, revenues,
financial commitments, and obligations incurred to predict
future revenues and expenses, data entry,
invoicing/progressive billing, marketing material, cash flow
analysis, payroll, certified payroll reports, A/R, financial
analysis, general ledger/journal entry, budgeting, policy &
procedure development, relationship point of contact with
lender(s), loan administration, problem solving, work
directly with President & VP of Operations
July 2004-January 2008 Senior Staff Accountant/Project Administrator/Sales
Associate
Edina Development Corporation & LLC's/MM
HomeBuilders, Inc.
Anoka, MN
Responsibilities included: Prepares balance sheets, profit
and loss statements, and other financial reports.
Responsibilities also include analyzing trends, costs,
revenues, financial commitments, and obligations incurred
to predict future revenues and expenses, data entry,
invoicing, sales commissions, proposals & contracts, sales
forecasting, cash flow analysis, payroll, A/R, A/P, financial
analysis, general ledger/journal entry, budgeting, bank
reconciliation & account set ups, leases, audits, loan
packages, work directly with CEO & COO, policy &
procedure development, compliance regulations, customer
relations, advertising, marketing strategies, purchasing,
coordination meetings, create sales objectives, problem
solving, weekly sales, goal setting, personal quotas, team
membership, recruiting, income/expense tracking,
development project administration of files,
vendor/supplier contact for developments, development job
costing, budgeting, and loan administration, draw
processing, relationship point of contact with lender(s),
initiate title work requests, point of contact with legal
counsel
Apri12003-Apri12004 Business Manager
SEI Program Services
• Woodbury, MN
Responsibilities included: Prepares balance sheets, profit
and loss statements, and other financial reports.
Responsibilities also include analyzing trends, costs,
revenues, financial commitments, and obligations incurred
to predict future revenues and expenses, data entry,
invoicing, program quotes, sales commissions, proposals &
contracts, benefit(s) administration, payroll, forecasting-
financially & sales, HR related administration, A/R, A/P,
financial analysis, general ledger/journal entry, budgeting,
bank reconciliation, set up credit card processing-
Ecommerce, credit checks & reports, leases, teleco, audits,
creation of financials, loan applications, work directly with
CEO & COO, policy & procedure development,
compliance regulations, business plan development,
customer relations, advertising, marketing strategies,
Purchasing, coordination meetings, service/product
development, create sales objectives, problem solving
•
August 1997-
January 2003
January 2004-Present
Senior Financial Analyst
Metrocall, Inc. formerly AT&T Messaging Division
Minnetonka, MN
Responsibilities included: data entry, forecasting, A/R,
A/P, special billing projects, reseller billing, sales
commissions, credit card processing, financial analysis,
budgeting, bank deposit reconciliation, support personnel
for customer service and sales, assist Operation manager in
daily activities, leases, teleco, auditing of financials,
auditing of customer accounts, and customer service. Also,
backup PC support for IS team
Independent Sales Consultant
Mary Kay, Inc.
Responsibilities included: weekly sales, data entry, goal
setting, personal quotas, team membership, recruiting,
income/expense tracking
October 1992-
February 2006 Hostess/Caterer
Russell's of Course/Russell's on the Lake
St. Michael, MN Big Lake, MN
Responsibilities included: customer service, answering
phone lines, scheduling of reservations, planning of seating,
greeting of customers, and serving food.
PERSONAL PURSUITS/ ACHIEVEMENTS
•
•
Dec 2006-Present Planning Commission
City of Monticello
July 2006-Present Design Advisory Team
City of Monticello
Sub-Committee of Planning Commission
June 2006 Women Build Committee
Central MN Habitat For Humanity
January 2005-
December 2006 Member
Central Minnesota Builders Association (CMBA)
October 2008-Present Daisy Troop Leader
Monticello Girl Scouts
References & Examples upon request
•
•
IEDC 10.7.08
6. Economic Development Director Updates•
1. General:
a. I-94 Corridor expansion: The I-94 West Chamber of Commerce is interested in
forming a Coalition of Cities and Counties along the I-94 corridor between Maple
Grove and Monticello to support expansion of the freeway along this corridor. The
Chamber requested the City adopt the attached resolution. At their September 22,
2008 meeting, the City Council declined to participate in supporting the resolution.
Their reasoning pertained to expressing a discomfort in expending dollars for an
effort that is not on MnDot's radar at this time.
b. EDA: The EDA will be holding a public hearing at their October 8, 2008 meeting
related to the proposed Business Subsidy (GMEF/TIF) guideline amendments. The
guidelines did not change in overall goals and objectives. The amendments were
more related to cleaning up language and combining HRA/EDA references. The
EDA is still required to hold a public hearing when any changes are made to the
Business Subsidy guidelines.
• 2. Economic Development Director Workplan:
As the EDA may be aware, with the approval of Megan Barnett as the City's new
Economic Development Director, the City Council requested aone-year probationary
period, with a clear work plan put into place. As part of the 6-month and one-year
review process, the position would be evaluated against the job description and the
work plan.
Angela Schumann and Jeff O'Neill have created a draft work plan for the Economic
Development Director. The work plan is a set of strategic objectives based on the job
description for the position, as well discussions and project outcomes previously stated
by the City Council, EDA and IEDC. The work plan is divided into six major areas.
• Existing Programs
• Business Retention
• Business Recruitment
• Fiber Optics
• Downtown Revitalization/Redevelopment
• Support & Coordination
These areas cover both developing familiarity with existing programs and building
new programs to support City Council, EDA and IEDC goals.
Megan has already begun developing and completing specific tasks related to
accomplishing the strategic goals. She has made great strides in setting her foundation
of information and resources for moving forward.
3. Marketing Committee: Verbal report will be provided.
4. Higher Education Committee: Nothing new to report at this time.
5. Next Meeting: Tuesday, November 4, 2008.
•
•
CITY OF MONTICELLO
RESOLUTION N0.2008-73
RESOLUTION SUPPORTING I-94 CORRIDOR EXPANSION FUNDING.
~, ~
WHEREAS, THIS RESOLUTION, was made this 22na day of September, 2008 by the City of
Monticello in Wright County, Minnesota. The Municipal Corporation shall hereinafter be called
the "City,"
WHEREAS, the "City" is committed to the business and residential growth and expansion along
the I-94 corridor from the 494/694 intersection in Maple Grove through Monticello (hereinafter
the I-94 corridor), and
WHEREAS, the I-94 corridor has been one of the fastest growth-comdors in-the State of - - - -
Minnesota and the Nation, and
WHEREAS, the "City" believes the continued growth and economic expansion along the I-94
corridor is dependent upon its continued viability as an uncongested major transportation
corridor serving businesses and residents of the northwestern metro area as well as the State of
Minnesota as a whole, and
WHEREAS, the I-94 corridor functions as a major transportation route for access to northern
and northwestern Minnesota recreation areas, and
WHEREAS, the I-94 corridor is routinely congested, particularly in morning and afternoon rush
hours, and, due to its role as a major transportation route to access northern and northwestern
Minnesota recreation areas, congestion on the I-94 corridor has expanded to weekends in the
summer and holidays, as well as during fishing and hunting seasons, and
WHEREAS, the "City" hereby fully supports increased capacity along the I-94 corridor as a
transportation priority for the State of Minnesota
NOW, THEREFORE, IT IS HEREBYRESOLVED: That the "City" along with Cities,
Counties and the I-94 West Chamber of Commerce business members along the I-94 corridor
from Maple Grove to Monticello agree to work with Congressional and Legislative leaders,
along with other Chambers of Commerce and business leaders throughout the state to help secure
support from Congressional and Legislative leaders to advance the I-94 corridor expansion as a
priority for the State of Minnesota.
Adopted by the City Council of Monticello this 22°d day of September, 2008.
Clint Herbst, Mayor
•
ATTEST:
Jeff O'Neill, City Administrator