EDA Agenda 09-14-2016AGENDA
REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA)
Wednesday, September 14th, 2016 — 6:00 p.m.
Mississippi Room, Monticello Community Center
Commissioners: President Bill Demeules, Vice President Bill Tapper, Treasurer Steve
Johnson, Tracy Hinz, James Davidson, and Council members Tom Perrault and Lloyd Hilgart
Staff. Jeff O'Neill, Angela Schumann, EDA Executive Director Jim Thares, Wayne Oberg
Guest: Jim Gromberg, WSB & Associates
1. Call to Order
2. Roll Call
3. Approve Meeting Minutes:
a. Regular Meeting —August 10th, 2016
4. Consideration of additional agenda items
5. Consideration of approving payment of bills
6. Consideration of Adopting Resolution 2016 -099 approving Amendment to Contract for
Private Development between Masters 5th Avenue and the Monticello EDA related to
Tax Increment Financing District 1 -35 and accompanying Resolution 2016 -099
approving a Modification to TIF Plan for TIF District 1 -35
7. Consideration of Adopting Resolution 2016 -099 approving First Amendment to the
Purchase and Redevelopment Contract between the EDA and Taylor Holdings, LLC for
413 — 4th Street West
8. Public Comment Session - Outdoor Storage Standards in Otter Creek Business Park;
Consideration of Allowing Limited Outside Storage in Otter Creek Business Park
9. Consideration of Economic Development Assistance Contract with WSB & Associates
for lead generation and financial assistance packaging consultation
10. Consideration of authorization to issue RFPs for Small Area Study in downtown
Monticello
11. Consideration of authorization to seek quotes for completion of a Phase II Limited Site
Investigation (LSI) on Block 34
12. Consideration of conceptual joint funding proposal (GMEF Loan) with Initiative
Foundation for We Thrive Fitness
13. Consideration of Director's Report
14. Adjourn
MINUTES
REGULAR MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA)
Wednesday, August 10th, 2016
Mississippi Room, Monticello Community Center
Present: Bill Demeules, Bill Tapper, Steve Johnson, Tracy Hinz, James Davidson, Tom Perrault,
and Lloyd Hilgart
Absent: None
Others: Angela Schumann, Jim Thares, Jacob Thunander, Wayne Oberg, and Tammy Omdal
1. Call to Order
Bill Demeules called the meeting to order at 6:00 p.m.
2. Roll Call
3. Approve Meeting Minutes
a. Regular Meeting — July 13th, 2016
PERRAULT MOVED TO APPROVE THE JULY 13TH, 2016 REGULAR MEETING
MINUTES WITH CORRECTIONS NOTED. TAPPER SECONDED THE MOTION.
MOTION CARRIED 7 -0.
4. Consideration of additional agenda items
Tapper proposed switching the order of agenda items 10 and 11. All members were in
accordance with the change.
5. Consideration of approving payment of bills
Demeules questioned approving bills for office supplies. Angela Schumann stated that
the finance department is working towards coding expenses to their respective
department.
Tapper questioned an invoice from WSB of whether this was the final bill. Jim Thares
confirmed this was the final bill.
HINZ MOVED TO APPROVE PAYMENT OF BILLS THROUGH JULY 31sT, 2016.
HILGART SECONDED THE MOTION. MOTION CARRIED 7 -0.
6. Public Hearing — Sale of 413 — 4" Street West & Consideration of Adoption of
Resolution 2016 -006 Authorizing Sale and Entering into Purchase and
Redevelopment Agreement with Taylor Holdings, LLC.
Demeules opened the public hearing. Hearing no comments, Demeules closed the public
hearing.
Perrault questioned the acceptance deadline. Thares stated that the document lists August
10th, 2016 by 10 pm as the deadline, but could be extended to August 11th, 2016.
Perrault was concerned with having no windows on the left elevation. Tim Taylor, Taylor
Holdings, LLC, stated that he would be open to installing windows on the west side of
the building.
TAPPER MOVED TO ADOPT RESOLUTION NO. EDA- 2016 -006 APPROVING A
PURCHASE AND DEVELOPMENT CONTRACT BETWEEN THE CITY OF
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY AND TIM TAYLOR,
TAYLOR HOLDINGS, LLC AND CONVEYANCE OF THE LOT IN CONNECTION
WITH THE CONTRACT. DAVIDSON SECONDED THE MOTION. MOTION
CARRIED 7 -0.
7. Public Hearing — Sale of 349 West Broadway & Consideration of Adoption of
Resolution 2016 -007 Authorizing Sale and Entering into Purchase and
Redevelopment Agreement with Hallie Leffinwell (We Thrive Fitness, LLC)
Demeules opened the public hearing. Hearing no comments, Demeules closed the public
hearing.
Perrault questioned the language for Item 1.04 which states the development has no
relationship to the City's comprehensive plan. Thares stated this language section was
added due to a lack of a quorum during the regular meeting of the Planning Commission
wherein they could not review the plan for its consistence with the comprehensive plan.
It is an acceptable workaround according to the EDA attorney
HINZ MOVED TO ADOPT RESOLUTION NO. EDA- 2016 -007 APPROVING A
PURCHASE AND DEVELOPMENT CONTRACT BETWEEN THE CITY OF
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY AND HALLIE
LEFFINGWELL (WE THRIVE FITNESS, LLC) AND CONVEYANCE OF THE LOT
IN CONNECTION WITH THE CONTRACT. TAPPER SECONDED THE MOTION.
MOTION CARRIED 7 -0.
8. Consideration of Approval of 2016 TIF Management Plan, Tammy Omdal,
Northland Securities
Tammy Omdal explained that the City of Monticello first completed a TIF Management
Plan in 2009 and was updated in 2012 and 2016. The document is meant to inform the
EDA's decision making as it relates to TIF and to assist staff with the ongoing
administration of the TIF districts. Omdal gave a brief overview of overall tax increment
in the City of Monticello and in each of the districts.
Currently, the City of Monticello contains ten TIF districts. There are an additional two
districts that are decertified, but have funds remaining. As of 12/31/2015, a fund balance
of $742,187 was recorded of all TIF districts.
Hilgart questioned where funds come from to repay a negative fund balance in the
economic development TIF districts. Omdal stated that where there is a negative fund,
the EDA general fund would cover those expenses, which is decided by the EDA when
issuing an inter -fund loan.
Perrault noted that for District 1 -20 (Prairie West). The report identifies 10 single family
housing units, but he believed there are 30. Omdal stated that it could have been a
carryover from the 2009 report and would consult with City Staff to update if incorrect.
Johnson asked if there was a minimum assessment in the development agreement for 1-
38 (Walker) to prevent negative fund balances. Omdal stated she would look into this and
confirm to the EDA.
TAPPER MOVED TO ACCEPT THE 2016 TIF MANAGEMENT PLAN PREPARED
BY NORTHLAND SECURITIES. HILGART SECONDED THE MOTION. MOTION
CARRIED 7 -0.
MEMBER PERRAULT LEFT THE MEETING TO ATTEND TO OTHER CITY
BUSINESS.
9. Consideration of Adopting Resolution 2016 -00# approving Amendment to Contract
for Private Development between Masters 5th Avenue and the Monticello EDA
related to Tax Increment Financing District 1 -35
Jim Thares explained that the request is to expand the language in the contract for private
development to include "commercial, residential, or mixed used ". Since there were no
development plans submitted by Masters 5th Avenue with the amendment, the EDA
attorney recommends refraining from amending the TIF plan.
The EDA questioned the developer's plans for the area. Barry Fluth, Masters of 5th
Avenue stated at this time, they are still planning to build the apartment complex that was
approved by the planning commission and city council.
Angela Schumann stated that staff was uncomfortable having the attorney spend time and
money on drafting documents if this was not something the EDA wanted to consider. At
the last EDA meeting, the Commission gave authorization to move forward with the
drafting of the document. Schumann asked the EDA to consider their comfort level with
what the developer has presented and intent on building or if they would rather see
definitive development plans. Schumann stated the importance of the EDA's intent with
the developer.
Hilgart and Davidson questioned if the developer would be able to use the funds set aside
in the TIF district. Thares stated he believed that if the developer would like to access the
TIF funds set aside, the TIF plan would need to be amended to include "residential,
commercial, and /or mixed used."
TAPPER MOVED TO DENY APPROVAL OF THE PROPOSED AMENDMENT OF
THE CONTRACT FOR PRIVATE DEVELOPMENT BETWEEN MASTERS FIFTH
AVENUE AND THE MONTICELLO EDA AS IT RELATES TO TIF DISTRICT 1 -35.
JOHNSON SECONDED THE MOTION. MOTION FAILED 2 -4 WITH DAVIDSON,
DEMEULES, HILGART, AND HINZ IN OPPOSITION.
HINZ MOVED TO TABLE ACTION ON APPROVAL OF THE AMENDMENT TO
THE CONTRACT FOR PRIVATE REDEVELOPMENT UNTIL SUCH TIME AS THE
DEVELOPER PROVIDES PLANS FOR THE DEVELOPMENT. TAPPER
SECONDED THE MOTION. MOTION CARRIED 6 -0.
Demeules recessed the meeting at 7:22 pm. Demeules ended the recess and continued
with Item 11 at 7:28 pm.
10. Consideration of Economic Development Assistance Contract with WSB &
Associates for lead generation and financial packnin2 assistance
Thares introduced the item to consider contracting with WSB & Associates to assist with
economic development marketing of the City of Monticello. The total cost of the contract
would be $8,400 for one year ($700 per month).
Demeules stated that with this contract, the EDA would have access to a long list of
organizations and partnerships. It may be more cost effective to utilize WSB as the
joiner instead of paying for individual memberships in each organization.
It was asked whether who would be present at these various meetings. Thares stated that
many of the meetings would only include WSB & Associates, but a few meetings would
include the City of Monticello.
Hinz questioned the value and benefits of attending these meetings. Thares stated that
these meetings are mostly for marketing purposes. As alternative format could be
developed with WSB & Associates to attend meetings on a case -by -case basis.
Johnson encouraged WSB & Associates to be present at the next EDA meeting to answer
any questions of the members.
JOHNSON MOVED TO TABLE ACCEPTANCE OF THE PROPOSED ECONOMIC
DEVELOPMENT ASSISTANCE SERVICES SCOPE OF WORK BETWEEN WSB &
ASSOCIATES AND THE MONTICELLO EDA FOR FURTHER RESEARCH
AND /OR DISCUSSION. TAPPER SECONDED THE MOTION. MOTION CARRIED
6 -0.
11. Consideration of Adopting Resolution EDA 2016 -00# Authorizing the Lew of A
Special Benefit Lew Pursuant To Minnesota Statutes, Section 469.033, Subdivision
6 and Approval of A Budget for Fiscal Year 2017
Jim Thares stated the budget is fairly consistent with the presentation at the July meeting.
Wayne Oberg, Finance Director, noted that the total expenditures of $320,000 can be
spent in the direction the EDA sees fit because it is a bottom line budget.
TAPPER MOVED TO ADOPT RESOLUTION EDA — 2016 -009 APPROVING THE
2017 EDA BUDGET AND THE HRA PROPERTY TAX LEVY. HINZ SECONDED
THE MOTION. MOTION CARRIED 6 -0.
12. Consider Authorizing Industry of the Year Event Expenditures
Jim Thares stated the EDA has been funding the event since inception. The IEDC has
asked the EDA fund this year's event.
TAPPER MOVED TO APPROVE FUNDING FOR THE 2016 INDUSTRY OF THE
YEAR EVENT. HINZ SECONDED THE MOTION. MOTION CARRIED 6 -0.
13. Consideration of Outdoor Storage Standards in Otter Creek Business Park
Jim Thares reminded the EDA at the last meeting he presented information about the
discussion with a prospective business interested in development in Otter Creek Business
Park. The prospective developer would prefer consideration to allow 50 percent storage
of the principal building. Thares also mentioned that he met with the four businesses of
the park and issued a survey to gauge their interest in a specific development. A mix of
responses on the prospective business was received.
Demeules questioned the language of outdoor storage as it relates to shipping containers
and asked City Staff to reinvestigate the reason the language was excluded.
DAVIDSON MOVED TO AUTHORIZE STAFF TO CONTINUE WORKING ON
"NEXT STEPS" TASKS INCLUDING SENDING FORMAL LETTERS DESCRIBING
EXPLORATORY PROCESS TO OCCUPANTS OF OTTER CREEK BUSINESS
PARK AND ALSO "NOTICING" A COMMENT PERIOD AT NEXT EDA MEETING,
SOLICITING FEEDBACK FROM THE IEDC AS WELL AS THE CITY COUNCIL
AT ITS AUGUST 22, 2016 MEETING. TAPPER SECONDED THE MOTION.
MOTION CARRIED 6 -0.
14. Consideration of Landscaping Improvements on Block 34, 100 East Broadway site
Jim Thares stated that this intersection is a visible corner of Trunk Highway 25 and
County State Aid Highway 75. City staff is asking for consideration of enhancing the
space with landscaping. The total cost would be absorbed by the Parks Department
budget.
Hinz asked what would happen to the art if development occurred on the site, with Thares
confirming that it could be relocated.
HINZ MOVED TO AUTHORIZE LANDSCAPING IMPROVEMENTS AT THE
SOUTHEAST INTERSECTION OF TH25 /CSAH 75. TAPPER SECONDED THE
MOTION. MOTION CARRIED 6 -0.
15. Consideration of Director's Report
Jim Thares stated the Initiative Foundation would be holding its 30th year anniversary
celebration Friday October 7, 2016 from 5:00 to 8:30 p.m. in St. Cloud at the Civic
Center and encouraged the members of the EDA to consider attending.
16. Adiourn
TAPPER MOVED TO ADJOURN THE MEETING AT 8:00 PM. DAVIDSON
SECONDED THE MOTION. MOTION CARRIED 6 -0.
Recorder: Jacob Thunander
Approved: September 14th, 2016
Attest:
Jim Thares, Economic Development Director
EDA Agenda: 9/14/16
5. Consideration of approving payment of bills (JT)
A. REFERENCE AND BACKGROUND:
Accounts Payable summary statements listing bills submitted during the previous month
are included for review.
B. ALTERNATIVE ACTIONS:
Motion to approve payment of bills through August 2016.
2. Motion to approve payment of bills through August 2016 with changes as directed
by the EDA.
C. STAFF RECOMMENDATION:
Staff recommends approval of Alternative 41.
D. SUPPORTING DATA:
A. Accounts Payable Summary Statements
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9
CAMPBELL KNUTSON
Professional A sso clation
Attorneys at Law
Foderal Tax I.D. #41-1562130
Grand Oak Office Center 1
860 Slue Gentian Road, Sufte 290
Eagan, Mfnnesote 55121
(651) 452-6000
Page: i
City of Monkeflo June 30, 2016
City Hall Aoo*urrt# 2348-022G
505 Walnut Street 40
Moslicello Mid 55362
RE: OTTER CREEK
SERVICES RENDERED TO DATE:
t]E3J29f2016 JMO Review e-mail from Jim Thares; message left For Wendl as
the title cornpany; phone conference with Wendi; notes to file,
JMO Review e-mail from file company and forward same to JirrE;
e-mails komlla JIM.
AMOUNT DUE
TOTAL. CURRENT WORK
TOTAL AMOV fT DUE
1�
JUL I $ 2016
HOURS
Amounts due aoer 30 days v01 be suInject to a f+nance charge of
,5% per month (or an annual rake of filo). Minimum c? arge - 50 conte.
0.39 22.50
0.20 15.01)
0.50 37,51)
37.50
$3750
Julie Cheney
From: Jim Thares
Sent: Tuesday, August 2, 2016 9:37 AM
To: Julie Cheney
Subject: RE: Campbell Knutson Inv# 2348-022G 40 $37.50
Yes it is okay to pay this and code it to the following account line:213-46301-430400
From: Julie Cheney
Sent: Wednesday, July 27, 2016 2:26 PM
To: Jim Thares; Angela Schumann
Subject: Campbell Knutson Inv# 2348-022G 40 $37.50
Jim & Angela,
Attached is Campbell Knutson Inv# 2348-022G 40. Okay to pay $37.50?
Please provide coding.
Thanks,
_Tube Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CITY Of
- Montke l
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
Julie Cheney
From: Angela Schumann
Sent: Thursday, July 28, 2016 7:28 AM
To: Julie Cheney; Jim Thares
Subject: RE: Campbell Knutson Inv# 2348-022G 40 $37.50
Categories: Red Category
I am OK with paying.
Angela Schumann, AICP
Community Development Director
City of Monticello
www.ci.monticello.mn.us
763-271-3224
Email correspondence to and from the City of Monticello government office is subject to the Minnesota Government
Data Practices Act and may be disclosed to third parties.
From: Julie Cheney
Sent: Wednesday, July 27, 2016 2:26 PM
To: Jim Thares <Jim.Thares@ci.monticello.mn.us>; Angela Schumann <Angela.Schumann@ci.monticello.mn.us>
Subject: Campbell Knutson Inv# 2348-022G 40 $37.50
Jim & Angela,
Attached is Campbell Knutson Inv# 2348-022G 40. Okay to pay $37.50?
Please provide coding.
Thanks,
JuCte Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengy@ci.monticello.mn.us
Monticello
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
CAMPBELL KNUTSON
Pro essionalAssoclalion
A#tomeys at Law
Federal Tax I.D. #41-1662130
Grand Oak Offtoe center 1
660 Blue Gentian Road, Suits 290
Eagan, Minnesota 55121
(651 ) 452-6000
_ page; 1
City of Monticello June 310 2016
city Hall C lAccount*2 of 'OfJ G
545 Walnut Gtreet f67
Moirdb0o MN 55362
RE-
ADMINISTRATION
eERVI'CES
RENDERE1) TO DATE:
HOURS
ON0112016
J'J
Comrrluriq 0evetapment- Emails Angela re; developer
6
project aul{ine,41 1i t 3 r-
Q.Sb
7b.00
10 I•
061032016
JjJ
Fpnance - Ern;�Ils Wayrne rye; foundlunclMmed easn_
0.50
7f� 40
JJJ
GoMMUnilly Development - Volcemal and email An el
.
plat approval promssfTorfenz (properly revisians ���
0.50
'1500
0EVQ6(200,6
JJJ
Finance - f=rrialIs Wayne re: assessme;)fS, .051 de;erral5,
0.50
750G
06f47rzU'B
JJJ
Community Developmem - Follow-ups Arigels re:
�ae]opment pro�eI q�rinrie.rafiayreernenk
1.00
411IM00
'
1 } �
flGl aQ014
MJ
Emails Tracy re: personnel.
0 50
7 .00
W09.12016
JJJ
St. Henry's - Emails Dan 8 and Jeff re: settlemeni offer.
050
75.00
Q6(1012416
JJJ
Council - Emails Chadolte and Jennffer re: Inassage
licensing.
0.50
75.00
JJJ
Review Project list, tiles and scttiedule
0.54
75.00
06113=16
JMO
Save re#Iinodicommented version of agreement for
Prof lona] Marlsgemant ervla" irr14 our System
4,30
22.50
JJJ
Cauncl - Review Counces agenda, materials, staff emaills.
1.00
. $0 00
JJJ
Comm unityDeVelopment-Errlall;rAngel a,staff re: ,olden
Valiey COA atiminlsbative searri) warrant case_
()D 50
75.00
JJJ
St. Henry's - Emails Dari B., Bret and Jeff re: settlement
dlscusslons, rnapshegal,
0.5:1
75.00
AMP
Revlsw agenda packet.
f5 e, C'
60.00
Page :2
City at MonticaIlo June 30, 2098
Account# 2348-OOO
167
RE. ADMINISTRATION
SERVICES REhlDERED TO DATE,
HOURS
AMP
Attend City Council meeting,
4.70
71)5.00
0611412010 JJJ
Comirnunity Development - Attend DRC meeting, follow-up
meelingr5 with staff, errlaii6 StriWni, Jim, Wayne, follow ups-
3.00
450.00
I- I +i gt0- 0400
,JJJ
Personal - Emails Tracy re: persorinO.
1,00
16000
0811 O16 JJJ
Emails Tracy re; personnel.
0,50
75 OO
JJJ
Commu*iity DevelopmentlDahlelmer - Errrailsffollow-ups with
SNIbari.i regarding trail dedicerion, stormwwer reel, 111*
reglstratran fleiays draft language in DA for ipraneeding with
setter of undertaking. ernal18; JI r T.
1.00
150.00
JJJ
Corn rnunity Development - Fatl r-�upwork err D R's rof
school projects, encroachmertl agreements.. -
1.00
15000
O6f16f2016 JJJ
Emails Tracy re, PT01persann4si,
0,5n
75,00
JJJ
Emeys jennifer, review IRET sarvl agreement
0.51)
75.00
JJJ
Review personnel related issues witrr ArvIg agreement.
0.50
75.0D
O f171 016 JJJ
Emacs Tracy r ; persaflrrel frlel ch ck. FNS
0.50
75.01]
JJJ
Folr'ow-ups on development agreem e nts,
0-50
75.00
061211201£ JJJ
Finance - Ernails Wayne re= personnel, fallow -ups-
0.5G
75,(}G
JJJ
St. Henry's - Email from Bret- review and k ward to Dan B.
050
75,00
0612212016 JjJ
Meet yr th Tracy re= personnel.
ON)
75.00
JJJ
Community Devalopment - EmaiIs 5hibanl, follow-ups Te;
Development Project draft agreements, Mils Fleet Farm. .+ I io,
0,60
76,00
JJJ
Community Development- Fotlovw-ups re. FAlls Beet Fara.
DA, 1 C)1 Via" 4 0 "i4D'd256
75.01)
06=21018 JM0
Ar+rig - Review e-mail request and attachments; make redlrne
charges to Agreemeni for ftfessioneI Management Service.-
ervice;attach
attachExbIblt A and save dociment; a -mall document to VK)O
Rachel Leonard,
80
60.00
06r24120le JJJ
Emails Jenniref re, license applicatlon date.
0.50
75.00
JJJ
Public Works - Emails ShiNni re, Mobilitle ROVV application.
0.50
75.00
City of Monticello
RE' ADMINISTRATION
SERVICES RENDERED TO DATE'
Page: 3
June 30, 2016
Account# 234"00G
157
JJJ
Community Development - Ernails Jim, follow-ups re: We HOURS
work For Otter Creek_ wo0,50
75.00
0$!2712016 JMO
Listen to voJternaiI Pram abstraclo■ regarding Otter Creek
Crossing: Phone con fernete with abstractor; voice message
left for Jim tharesI phone con%rence with JIM Thares (4).
0.40 30,00
JJJ
Review Counoli agenda, nistarials, staff entails.
0.50 75.40
JJJ
EmaMs Tracy re. final check payment.
6,50 75 -OD
06.+2&2016 JIMO
Phone canfemnrc E Wt Jim Tures Tegar(jir�g Oftiar Creek;
review s -mail and respond. _Z
i,+L
1--j I 1 _1 +t � f i
13-2t} 1580
JJ,;
COmM Unity DOVelOPMent - Emel15 Jirr Te: Clear : reek,
folinw-ups with Jean and Andrea
050 7'5.W
JJJ
Emalls Jerinler re. massage, accredited School question,
f.4Q 150 00
M2812016 JJJ
Camrnunaty Deveiapment - Err aiis .rim, fONOw-ups re: Oieer
Creek closfng, restrictive c versants. 7r�. �
C 1�,-,
1.00 15D.00
06IM2016 JJJ
Ernails Jannifer and Jeff re: massage e9suetF.
1. D 150,40
JJJ
Cornmlinfty Dravelcom-Last- Errsitsarsd telephone call.lirn rte.
Clear Week Angela
emaft re-,MPIJs Fleet Famt, foibw-ups.
1.00 154.00
f
I t C- rr*�
.rJJ
Revi&w revisions to accesE and 58rvicert agreement.
0.50 75,00
AMOUNT DUE
32.8? 4 �92756
TOTAL CURRENT WORK
4,7x ,50
PREVIOUS BARGE
$2,585.00
TOTAL AMOUNT DUE -Fir
$7,35760
Amounts due over 3D days wHI Oe subject to 8 finance charge of
_5% per month (or art annual rate of 6%)_ Mini I -nom charge - 50 cents.
Julie Cheney
From: Wayne Oberg
Sent: Wednesday, July 27, 2016 2:44 PM
To: Julie Cheney
Subject: RE: Campbell Knutson Inv# 2348-000G 167 $4,792.50
Okay to pay as noted below and on the invoice.
From: Julie Cheney
Sent: Wednesday, July 27, 2016 2:30 PM
To: Wayne Oberg <Wayne.Oberg@ci.monticello.mn.us>
Subject: Campbell Knutson Inv# 2348-000G 167 $4,792.50
Wayne
Attached is Campbell Knutson Inv# 2348-000G 167 for administration legal services. This has been reviewed by Angela
and Jeff. Okay to code remaining balance of $2,842.50 to general legal?
Thanks,
JuCte Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chenpy@ci.monticello.mn.us
[IT -N 01
m0fiticello
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
Page: 1
Kennedy & Graven, Chartered
200 South Sixth Street, Suite 470
Minneapolis, MN 55402
Monticello EDA
June 30, 2016
MN326-00030 Dahlheimer Property Conveyance
Through June 30, 2016
For All Legal Services As Follows:
6/1/2016 MNI Pre-closing matters.
JUL 2 0 2016 D
Hours
1.30
6/1/2016
CBR Interoffice conference regarding title issues and
0.25
amendment to covenants
6/2/2016
MNI Draft First Amendment to P&D Contract - extension of
1.50
closing date; draft approving resolution; email
correspondence with buyer's counsel regarding same.
6/22/2016
MNI Monticello closing matters for Clear Creek.
0.40
6/22/2016
CBR Telephone call from client; interoffice conference
0.25
6/24/2016
MNI Email correspondence with EDA staff regarding timing for
0.30
closing on conveyance in light of plat and storm water
status.
6/27/2016
CBR Review emails; interoffice conference
0.25
6/28/2016
CBR Draft release; review title commitment
1.25
6/29/2016
MNI Phone conversation with J Thares regarding delay in
0.20
closing on Clear Creek transaction,
6/29/2016
CBR Draft checklist; review status of closing documents;
2.25
interoffice conference
Total Services
Amount
247.00
31.75
285.00
76.00
31.75
57.00
31.75
158.75
38.00
285.75
$ 1,242.75
Total Services and Disbursements: $ 1,242.75
Julie Cheney
From: Jim Thares
Sent: Wednesday, July 20, 2016 1:00 PM
To: Julie Cheney
Subject: RE: Kennedy Graven Invoices (2)
Julie, both of the invoice look fine to pay. The coding is 213-46301-430400 for both of them.
From: Julie Cheney
Sent: Wednesday, July 20, 2016 11:31 AM
To: Jim Thares
Subject: Kennedy Graven Invoices (2)
Jim
Attached are the following invoices from Kennedy Graven:
Inv# MN325-00030 - $1,242.75 Dahlheimer Property
Inv# MN190-00101 - $361.00 General EDA Matters
Okay to pay?
Please provide coding for each.
Thanks,
Jude Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chenpy@ci.monticello.mn.us
rk CITY QI
Montkdo
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
Page: 1
Kennedy & Graven, Chartered
200 South Sixth Street, Suite 470
Minneapolis, MN 55402
City of Monticello
June 30, 2016
MN190-00101 General EDA Matters
Through June 30, 2016
For All Legal Services As Follows: Hours Amount
6/1/2016 MNI Review proposed change to EDA bylaws to allow for 0.30 57.00
designation of ED by city administrator; phone
conversation with A Schumann regarding same.
6/27/2016 MNI Monthly finance call with Northland, EDA staff. 1.60 304.00
Total Services: $ 361.00
Total Services and Disbursements: $ 361.00
�p ECcad�
JUL 2o 2016 D
Julie Cheney
From: Jim Thares
Sent: Wednesday, July 20, 2016 1:00 PM
To: Julie Cheney
Subject: RE: Kennedy Graven Invoices (2)
Julie, both of the invoice look fine to pay. The coding is 213-46301-430400 for both of them.
From: Julie Cheney
Sent: Wednesday, July 20, 2016 11:31 AM
To: Jim Thares
Subject: Kennedy Graven Invoices (2)
Jim
Attached are the following invoices from Kennedy Graven:
Inv# MN325-00030 - $1,242.75 Dahlheimer Property
Inv# MN190-00101 - $361.00 General EDA Matters
Okay to pay?
Please provide coding for each.
Thanks,
Jude Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chenpy@ci.monticello.mn.us
rk CITY QI
Montkdo
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
CHECK REQUEST
CHECK AMOUNT: ,30-7�36
Check to: 112rry T. Litntto
907 — 2,,d Ave
Buffalo, NI ' 55313
Nfeefin21}Vorked:
Planning Conn fission
ED -A Meeting
Cit}- Cauncil
City Council
Total Due: -,3�- 9)
-1151
Date 711F
Date ff
Date 1if f
E OF T DATE..
I v �
Vendor 9
I'lanning Commission: U-C4191C . w 4CIC0 (
EDA
City council
Aut
f. -L) 2 ' I) do
-
TIME SLEETS ATTACHED
Date 2/kaf, L�
Time
Amount Due
Y'liri4 -3
Amount Iltle
Time
Amount Due
Amount Daae
I'lanning Commission: U-C4191C . w 4CIC0 (
EDA
City council
Aut
f. -L) 2 ' I) do
-
TIME SLEETS ATTACHED
Date 2/kaf, L�
MONTICELLO COM21 UNITV CENTER
TIME SHEET"
Employee Name HARRY LANTTO
Position PUBLIC MEETING RECORDER - CONTRACT
DATE TIME TIME Hours Meeting
IN OUT Worked
45
xL3--
S-f
�.�
' = OtA E F (S 06'
-Meeting Pa ymen $60 for first 3 hours
Aree, inert: 10 per hour for every hour after
MEETING REE .DER: arty "l'. I-antto
I NATU E:
DATE:
AUTHC
DATE'.
b t
Tax Irrrremew Trl.tirrnidutg District No, 1-2
Mq 10, 2016
ffi*'2
. t
Df
ttre 1
Scenario A - No change to termination date for existing TIF Paygo Agreement
Estimated decertification date
Fund 8ala nrip Designations
Excess inc remertttobegeftw ed to County
Inc remerrtavaslab le under 25% pooling
Increment available under 10%pooling16r housing
Increment not derived from property
Total Fund BalaniLe
Interfund Loan Balance
For land held for resale {repaid when land is sold}
For advance of pooled funds
Total Interfund Loan fWance
Figure 2
12{3112024
Estimated to Be Available
As of 1213 $12015 As of 12131/2024
16b,289 $0
$111.$4 $466,790
Q $231,439'
$49,126 $124,449
103,B41 $822,678
$ 2 7 5,DDD $ 275,000
$111,574
$ 396,574 $275,000
Scenario B - Change to final payment elate for existing TIF Paygo Agreement
Estimated decertiFi€aUcin date
Fund Galan€e Designations
b(cess itKrement to be returned to County
Increment available under 25°$ pooling
Inc temen°rtavailable tawder 10% pooling For housing
Increment not derived from property
Total Fund Balance
Interfund Loan Balance
For land held for resale (repaid when land is sold)
For advance of pooled funds
Total Interfund Loan Balance
12{3117023
Estimated to Be Available
As of 1213112015 As of 1 213112024
$166,289
$176,212
($111,574)
$539,115
$0
$260,369
$49,1261
$124448
*103,841
$1,100,143
$275,000 $775,000
$113,574
$386,574 $275,000
Julie Cheney
From: Wayne Oberg
Sent: Thursday, July 28, 2016 2.04 PM
To: AP
Cc: Sarah Rathlisberger; Julie Cheney, Debbie Davidson
Subject: Excess Increment
Attachments- Memo for TIF 22 as of TOMAY2016.pdf
Esteemed_
It is okay topay the attached 5166,289 to tl�e county. 213-46522-443989 f new account) Excess Inc rernent Ftetu ms d to
County. Check to see if the new number conflicts with any other accounts_
Thank YOLK!
Wayne
Wayne W. Oberg, MIBA,CPA
Firignce Director
CITYOF
Montik-,U
Tel; 763-271-3211
Fax. 763-295-44074
NOTA- The conrents of this E-mail may contain information that is legally privileged andlar c[7rrfidentiGr to the named
recipient. This in1wr"at(or? is clot to be lis by ar?y wher Person Ondlar The Dews Expressed to rhis
docum.er+rdo rapt eecessarily reflect those Cxf the cfty pf WoorfcePu. irc aitCorrespondenCe rc.0nd from Crryof mootfcel{o
gave#r7.men t offices is sub ect to rhe "nnespta Govefnm8nt i0aro Practices Or,d cry be drsclo,;ed ro third parties_
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City of Monticello
City }-call
505 Walnut Street
Monticello MN 45362
CAMPBELL KNUTSON
x� Prafessianal Associatborr
Attorneys at Law
Federal Tax I.D. #41-1662130
Grand Oak Office Center I
0 Blue Gentian Rami, Suite 290
Kagan, Minnesola 55121
(651) 452-5000
RE: OTTER CREEK
SERVICES RENDERED TO DATE:
0710112015 JMO Phone conference with Wendi at band Title: phone
conference with Jim Thares; a-maii Wendi clarification of
search
AMOUNT DUE
TOTAL CURRENT WORK
PREVIOUS BALANCE
TOTAL AMOUNT DUE
Rage: 1
July 31, 2016
Account # 2348-022G
41
HOURS
Amounts due over 30 days will be subject to a finance charge of
5 N per month (or an annual rate of 6%). Minimum charge - 50 cents.
4.30 22.5D
0.30 22.58
22.50
$37.50
$60.00
Julie Cheney
From: Jim Thares
Sent: Thursday, August 11, 2016 1:04 PM
To: Julie Cheney
Subject: RE: Campbell Knutson Inv# 2348-022G 41 $22.50
Julie, yes it is okay to pay the invoice. Please code it to: 213-46301-430400 Legal Fees
From: Julie Cheney
Sent: Thursday, August 11, 2016 12:07 PM
To: Jim Thares
Subject: Campbell Knutson Inv# 2348-022G 41 $22.50
Jim
Attached is Campbell Knutson Inv# 2348-022G 41. Okay to pay $22.50?
Please provide coding.
Thanks,
_Tube Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CITY Of
- Montke l
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
A
WS --
o1IP meRf - energ' - amm-erad
701 Xenia AWvnulp South
City of 11+1ontio lla
July 2016 .ante 300MmrFe-3Rolis,
Attn. Wayne Oberg, Finance Director
Mfg 55416
Project No- 01494-940
505 Walmit Street, Suite 1
T�11 17631 541.A�OQ
Invoice No:. 17 x �79�t541-1704
Monticello, MN 55362-8831
�
Block 34 Environmerntal Documents
CP ND. SLK034 }
�
L Accl #213.46301-431990
ona! $erykee ; from ,lune 1. Q -1S to June 30, 201
_Profe_ssi
Prase � _ •� 7 � =Phase lI Erb�-
Consultants
-
Other Consultants
813012015 Test America Laboratories,
Invoice No. 31147511 3,699.00
Inc.
Total Consultants
31699.00 3,69MO
Billing Urnits
Current Prior To -Date
Total Billings
3,699,00 10,919,25 14,818.25
Limit
14,467.00
Adjustment
-151.25
Total this Phase $3,547,75
Total this Invoice $3,547.7$
Outstanding Invoices
Invoice Number Date
Balance
16 71812016
10,527_25
Total
10,527.25
Total Now Due $14,075.90
Comments:
11&�
Approved by: �,
Reviewed by_ Bret Weiss
Project Manager: Ryan Spencer
Equal Opportunity Employer
vusberig cc
r
Project # �. Phase #t
1494-940, Phase 07 Accounting Use: �.
RyaI, Spencer
6-2-16 Account 1ade251�' &0 APV/i
TestAmerica
THE LEADER lot E1WIK }NMENTAL T$wTI"G
Invoice.-{'redil No. 31147511involet Date dune 42, 241(
Terms See Below Federal Tax ID 1 23-2919996
Remit to TestAmerica Laboratories Inc. PO BOX 204290, Dallas5 TX 75320-4290
Bill to:
VSB & Associates, lnC
Attn; Accounts Payable
701 Xenia Ave South
Suite 304
Minneapolis,MN 554t6
Ship to:
741 Xenia Ave South
Suite 300
Minneapolis, MN 55416
P.O. Number
W.O. Number
Contract Number
Work Ordered by
Purchase Order not required
Ryan Spencer
Job Desclri tion
Site Name
SDG Number
Jnveice Contact
See below
01494-940
Ryan Spencer
Job No.
.roti Dusrri tion Receipt Date
Quantity
!Unit Price
Amount
M1!thodl-est Descri ption
J81109-1
Block 34 Ph fist I1 - Monticello, MN 05/2112416
7471 B - Mercury
14-00
14.00
196.00
8260E - Volatile Minnesota Sublist
14.04
55.00
774.00
927 OD - Standard Semi volatiI ts List
8.00
150-00
1,244.04
WI-OKO - Wisconsin DRO
14.00
29.40
406.00
-GRO - Wisconsin GRO
14.00
23.04
322.04
60100 - Arsenic
14.00
8-00
112.00
64100 - Barium
14,00
$-00
112.04
60100 - Cadmium
14-00
8-00
112,00
64140 - Chromiurn
14,04
8.04
112,04
60100 - Lead
14.04
8-00
112.04
601 CC - Selenium
14.40
8.04
112..40
64140 - Silver
14-40
8.04
112-40
Safe and Environmentally Responsible Waste Management
14,40
1.50
21-00
(Per sample)
Project Number
Client Number pro eet MRwiger
Subtutal
$3,699.00
31002.7 1 1444930 An ela Much [Ing
Latest Sample Receipt Date Latest 1te ort Date Phone Number
Total
$3,699.40
05/2112016 06/02,0016 (319) 277-2401
For praper credit, p]case include invoice nwmber on m 1 remittance.
TestAmerica Cedar Falls - 704 Enterprise Drive, Cedar Falls, IA 506I3
Th is invoice fal Is under TesrA merica Laboratories Inc. Standard T&C's of Net 30 pays unless superseded by another wal A eamrael w1ide in Pop I of I
plan 91 [he limb these wv iom were rendar�-d
Nar[:n1,;nd S�-r:urilzies, r-iC-
49 soUr-h 7th street
suite 2400
Minneapolis, MN 55442-U2S
USA
Fax F>1w 65!
Sotd To,
City of Monticello
Angela Schurmnn
s45 walnut street=.
Monticello, MN 55362
NORTHLAND
SECURITIES
Customer VO Payment Terms
ITIF KgMt Plan Update Net 30 Days
!. I
Description
Tor --ser'vic'es related to 7'2i [-2nagement Plan Update -
Please see enclosed detail,
`1
Sales Rep ID
In voice
Invoicc dumber:
4616
Invoice Date:
6!10/16
_ Mie Date
9J�/16
I
i Amount
Subtotal 1, 20.00
Sags Tax
"I o a l Invoice Amount 1, 220 0('
:heck No: i'avrnenI Ricccived
TOTAL
Mein 612-85'1-5900 1 Toll-Fmv 800-851-2920 Fax 612-851-5987
45 South 7th Street, Suite 2000 1 Minneapolis, M [V 55442
Nagthla,rd'; +-k riticsxom I A t- ubrr f JNRA ajrd 51?C
NORTHLAND STRATECIE
Special Projects Csroup
INVOICE SUPPLEMENT
Client: City of Monticello
Project: TIF Management Plan Update
Contact- Angela Schumann
City of :Monticello
505 Walnut Street Suite l
Monticello, MN 55362
Billing Period: July 2016
Services Perfamwd
• Finalize draft report
e Meeting with city staff
Staff Time Position Hours
Senior Professional 12,00
Professional
Support
Total Staff 12.00
Expenses Mileage
Printing
Other (Adjust hours billed to total not to exceed budget)
Total Expenses
Total This Petiod
Project Summary Total Budget'
Billed This Period
Billed Previous
Budget Remaining
Barg
Billable
$170
$2,040.00
$135
50.00
$105
$0.00
52,040.00
$0.00
$0,00
($820.0)
(8820,10)
$1,220.00
5 7,000,00
{51,220,00)
($5,780.00)
Northland Securities, Inc. Page 2 of 2
Julie Cheney
From: Jim Thares
Sent: Friday, August 12, 2016 1:19 PM
To: Julie Cheney
Subject: RE: Northland Securities Invoices (3)
Julie, they are good to go. See coding below:
From: Julie Cheney
Sent: Friday, August 12, 2016 10:46 AM
To: Jim Thares
Subject: Northland Securities Invoices (3)
Jim
Attached are the following invoices from Northland Securities:
Inv# 4618 - $200.00 TIF 34 213-46301-431990
Inv# 4617 - $1,890.00 TIF 22 213-46301-431990
Inv# 4616 - $1,220.00 TIF Mgmt Plan Update 213-46301-431990
Okay to pay? Please provide coding for each invoice.
Thanks,
Jude Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CIT4 i)F
�ntkdo
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
Northland s�Cu.ft_ies, Inc-
Suite 2000
MxnneaID01 iA, PIN 554 U2-162`
:vet
\ vice, r,1>. 8'31' �9r
Sold o:
City of Monticello
Angela Schumarux
505 Walnut Street
monticellor MN 55362
NORTHLAND
SECU RIf IES
Invoice
Invoice NLiiTtbeC.
461?
Invoice bats.
B11Q1�
1
-Customer P -' - Payment'Terms -- — Sales Rep ID Due Date
— — --+-
TIF District Z2 ! Net 30 Days 9{9116
-- - - -- Description --- - - - . - . — Amoun#�I
For services related Co TIP r1istrict 22. Please see enclosed detail. --- — 1,890.40
Check 1o:
Sijbwtal 1, k39J - 0 0
Sales Tax
Total Invoice Amount 1.
Payment Rt:ccivcd
T(YI"AL
�'1air, 612-85] -5900 I Toll -Free 804-851-2920 I Fax 612-851-598!
45 South 7th Street, Suite 2000 I Mirmeapolis, MN 55402
Vorihland5ecuritiescam l Mrjrobrr fiINRA a Sq&C
NORTHLAND STRATEGIES
special Projects Group
INVOICE SUPPLEMENT
Client: City of Monticello
Project: TIF Mstrict22
Contact: Angela Schumann
City of Monticello
505 Walnu k Street Suite 1
Monticello, MN 55362
Billing Period; July 2016
Services Performed
• Review modification to remove parcels from TIF 22 (Block 52 parcels)
a Prepare memo and exhibits for distribution to city staff
• Prepare 2015 Ann uaI TIF Reporting Form on City's behalf
Staff Time Position
Senior Professional
Professionai
2015 Annual T1F Reporting Form Fee per Agreement
Total Staff
Expenses
Total This Period
Mileage
Printing
Other
Tokal Expenses
Project Summary Total Budget"
Billed This Period
Billed Previous
Budget Rernainine
`Bi&d on hourly bz s and Per agreement.
Hours Rate Bill&
3.04 $170 $510JI }
$115 $G.M
- $1,380.00
3.04 $1,890,00
$0.00
$0.00
$0.00
50.00
$1,890.OD
S
($1,890.00)
$0.00
S(1,890.00)
Northland Securities, Inc- Page 2 nE 2
Julie Cheney
From: Jim Thares
Sent: Friday, August 12, 2016 1:19 PM
To: Julie Cheney
Subject: RE: Northland Securities Invoices (3)
Julie, they are good to go. See coding below:
From: Julie Cheney
Sent: Friday, August 12, 2016 10:46 AM
To: Jim Thares
Subject: Northland Securities Invoices (3)
Jim
Attached are the following invoices from Northland Securities:
Inv# 4618 - $200.00 TIF 34 213-46301-431990
Inv# 4617 - $1,890.00 TIF 22 213-46301-431990
Inv# 4616 - $1,220.00 TIF Mgmt Plan Update 213-46301-431990
Okay to pay? Please provide coding for each invoice.
Thanks,
Jude Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CIT4 i)F
�ntkdo
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
NurCnland Securiciez. !=e.
a5 South 2Ln Street
Suite2000
H1 a !!■.MN SS402-162S,
USA
Voice. 612-8 C S«n
1.�Ix: 6124:31
Som To:
City or Monticello
Angela Schumann
50, Walnut Street
Monticello, 55362
NORTHLAND
SE[UNIIIES
Customer PO PaymentT nn/
�— F a
District , K loDays
----' ----- — — . .
I De£H plion
_ -9�1 & relaf&d---to TIP District a4. l9e ;
I
�
Check No.
Invoice
Invoice \ , r
461E
\alesR |D Du _Daw
— -- -
9/9/16 --- —
Subtotal 201030
S g is ' ax
Tow IIn o i cc Am oki m 200.0E
PaymentR eid
TOTAL
main 612-851-5900 1 lbtlT_ 8M422920] 612-851-5987
45 Sau± 7th Sib SlAite &m|NLn_.pol K NwS5402
krthm,U(m | Mr�rFINRArprp4SIPC
NORTHLAND STRATEGIES
special flroiects Group
INVOICE SUPPLEMENT
Client; City of Monticello
Project: TIF District 34
Contact: Angela Schumann
City of ,Monticello
505 Walnut Street Shite 1
Monticello, MN 5s362
Billing Period: July 2015
Services PeOarmed
* Review 2015 Annual TIF Reporting Form and provide advise to city staff
Staff Time Position
Senior Professional
Professional
2015 Annual TIF Reporting Form Fee per Agreement
Total Staff
Expenses
Total This Period
Mileage
Printing
Other
Total Expenses
Project Summary Total Budget*
Billed This Period
Billed Previous
Budget Remaining*
"Billed on hourly lrusis and per ayreernent.
H2iArs to BillAble
$170 $0.00
- $l35 X0.00
$200.00
$204-00
50.00
$0.00
$0-00
$0-00
$2110.00
(200.00)
$0.00
$ (200-00)
Northland Securities, Inc, Page 2 of 2
Julie Cheney
From: Jim Thares
Sent: Friday, August 12, 2016 1:19 PM
To: Julie Cheney
Subject: RE: Northland Securities Invoices (3)
Julie, they are good to go. See coding below:
From: Julie Cheney
Sent: Friday, August 12, 2016 10:46 AM
To: Jim Thares
Subject: Northland Securities Invoices (3)
Jim
Attached are the following invoices from Northland Securities:
Inv# 4618 - $200.00 TIF 34 213-46301-431990
Inv# 4617 - $1,890.00 TIF 22 213-46301-431990
Inv# 4616 - $1,220.00 TIF Mgmt Plan Update 213-46301-431990
Okay to pay? Please provide coding for each invoice.
Thanks,
Jude Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CIT4 i)F
�ntkdo
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
Fedinvoice Number Invoice D I Account Number Page
5-508-29301 1 Aug10 2016 1 4812-3934-6 1 0t4
Billing Address:
FIBERNET MONTICELLO
535 WALNUT ST STE 1
MONTICELLO MN 55362-8822
Invoice Summary Aug 10, 2016
FedEx Tax ID: 71-0427007
Shipping Address:
FIBERNET MONTICELLO Contact
Questions?
Contact FedEx Revenue Services
11B W 6TH ST Phone: (805)622-1147
MONTICELLO MN 55362-8544 M -F7 AMto 8 PM CST
Sa 7 AM to 6 PM CST
Fax: (800)548-3020
Internet: www.fedex.com
FedEx Express Services
Transportation Charges
19899
Special Handling Charges
7.52
Total Charges US0
$206.51
TOTAL THIS INVOICE US0
,$206.51
Other discounts may apply.
Detailed descriptions of surcharges can be located atfedex.com
To ensure propercredil, please rettunthis pannonwithyour paymenttoFedEx. Invoice Number Account Number
Please do not staple or told, Please make check payable to FedEx-
4812-3934-6
For change 0 address, check here and complete Conn on Teverse side.
5-508-29301
Remittance Advice
Your payment is due by Aug 25, 2416
481239345508293015500002065167
0045129 01 ATo396—AUTO T21122255362-882201 -COI-P45174-I1
FIBERNEAL MONTICELLO
505
5115 WAWALNUTTST STE 1
MONTICELLO MN 55362-8822 IN
FedEx
P,O. Box 94515
PALATINE IL 60094-4515
1111111111111111111111111111111111111111 1222-01-00-0045129-0002-010087
Adjustment Request
Fax to (800) 548-3020
Use this form to fax requests for adjustments due to the reasons indicated below. Requests for adjustments
due to other reasons, including service failures, should be submitted by going to www.fedex.com or calling
800.622.1147. Please use multiple forms for additional requests.
C Please complete all fields in black ink.
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n Requester Name L I I I I t date I I I/
a Phone Wl I I- L
c Fax #
t E-mail Address
R Tracking Number
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bu I I I I I I I I I
ADR -Address Correction
DVC - Declared Value
IAN - Invalid Acct #
C Tracking Number
INW -Incorrect Weight
INS - Incorrect Service
OCI: - Grd Pick-up Fee
DCS - Exp Pick-up Fee
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A El Shipping Address (Physical Address)
d
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❑ Yes, I wantto update account contact with the above information.
Bill to Account
L1 I I I I I I I I
ll11111111
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DVS - Oversize Surcharge
RSI! - Residential Delivery
PND - Pwrshp Not Delivered
SDR - Saturday Deiivery
Code $ Amount
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For all Service failures or other
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1840) 622.1.147
Rerate information only {round to nearest inch}
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1:222-O1-Uf1-004 , I ?Q-r!Clfl7-n 1nn871
Fed
��5-�508-29301
ItvoiHceDate Account Number s of
16 4812-3934-6
FedEx Express Shipment Detail By Payor Type (Original)
Gust, Fief.: No REFERENCE 1NFORMAT1ON
Ref.#2:
Ship date: Aug 01, 2016
Payer: Shipper
Refl
• Fuel Surcharge - FedEx has applied a fuel surcharge of
2.50% to this shipment -
• Distance Based Pricing, Zone 2
• Package Oelivered to Recipient Address - Release Authorized
Automation INET
Sender
Recipient
Catherine Rocklin
Tracking ID 776887869024
Vicki l eerhoff
Kennedy &Graven, Chartered
Service Type FedEx First OvernPackaging
505 Walnut Street
MONTICELLO MN 55362 US
206 S 6TH ST STE 470
Package Type Customer Packaging
MINNEAPOLIS MN 55402 US
Zone 02
Packages 1
Rated Weight B.0 Ibs, 3.6 kgs
6530
Declared Value USD 100.00
Transportation Charge
400
Delivered Aug 02, 201607:47
Courier Pickup Charge
1.74
Svc Area Al
Fuel Surcharge_
0.00
Signed by see above
Declared Value Charge _ —
— — J USD
$71.44
FedEx Use 00000000010000006102
Total Charge
Ref #2:
Gust. Ret.: NO REFERENCE INFORMATION
Ship Date: Aug 03, 2016
Payer: Shipper
Fief
• Fuel Surcharge - FedEx has applied a fuel surcharge
of 2.500°/o to this s shipment
• Distance Based Pricing, Zone 2
Automation INET
Sender
Vicki Leerhoff
Recipient
Catherine Rocklin
Tracking ID 776911667609
Kennedy & Graven, Chartered
Service Type FedEx Priority Overnight
505 Walnut Street
MDNTICFLLO MN 55362 US
200 S 6TH ST STE 470
Package Type FedEx Envelope
MINNEAPOLIS MN 55402 US
Zone 02
Packages 1
Rated Weight N/A
Declared Value USD 100.00
Delivered Aug 04, 2016 10:25
Transportation Charge
21.77
0.54
Svc Area Al
Fuel Surcharge
000
Signed by C.HANSEN
Declared Value Charge — _ — --
-- — — — —USD
52231
FedEx Use 000000000!00001861_
Total Charge
Gust. Rat.. NO REFERENCE INFORMATION
R012:
Ship Efate: Aug 04, 2016
Payor: Shipper
Refll
• Distance Based Pricing, Zone 2
• Fed Ex has audited this shipmentfor correct packages,
weight, and serviceAnychanges made are reflected in the invoice amount,
• This shipmentwas priced using FedEx One Rate
• Package Delivered to Racipient Address - Release Authorized
Automation INET
Sender
Reci io ent
Catherine Rocklin
Tracking IO 776924289120
Vicki Leerhoff
Kennedy &Graven, Chartered
Service Type FedEx First Overnight
505 Walnut Street
MONTICELLO MN 55362 US
200 S 6TH ST STE 470
Package Type FedEx Envelope
MINNEAPOLIS MN 55402 US
Zone 02
Packages 1
Declared Value USD 100.00
Delivered Aug 05, 2016 07.23
61.75
Svc Area Al
Transportation Charge
T
0.00
Signed by see above
Declared Value Charge— — —
— — —u
561.75
FedEx Use 00000000010603269102
Total Charge
1222-01-00-UOA5129-oa01-0100870
Invoice Number Invoice Date
5-508-29301 Aug 10, 2016
Ship Elate: Aug 05, 2016
Gust. Ref.: NO REFERENCE INFORMATION
Payor: Shipper
MAI
• Fuel Surcharge - Fedfxhas applied a fuel surcharge of
2.500A to this shipment.
• Distance Based Pricing,Zore 2
• Package Delivered to Recipient Address - Release Authorized
Automation INET
Sender
Tracking In 776933216629
Vicki Leerhoff
Service Type FedEx First Overnight
505 Walnut Street
Package Type FedEx Envelope
MONTlCELLO MN 55362 US
Zone 02
Packages 1
Rated Weight N/A
Declared Value USO 100.00
wccount Number Page
4812-3934-6 -40f 4
Ref.#2:
Rec_ ipient
Catherine Rocklitz
Kennedy & Graven, Chartered
200 S 6TH ST STE 470
MINNEAPOLIS MN 55402 US
Delivered Aug 08, 2016 07:43 Transportation Charge
Svc Area Al Fuel Surcharge 49.77
Signed by see above Declared Value Charge 1.24
FedEx Use 000000000/0000003/02 Total Charge — - -- -- — — _0.00
USD 551.01
Shipper Subtotal USD $206.51
Total FedEx Express USD $206.51
1222-01-00-0045129-0001-01OW70
Julie Cheney
From: Jim Thares
Sent: Monday, August 15, 2016 2:11 PM
To: Julie Cheney
Subject: RE: Fed Ex Inv# 5-508-29301 $206.51
It is okay. Code it to the following: 213-46301-432200
From: Julie Cheney
Sent: Monday, August 15, 2016 11:53 AM
To: Jim Thares
Subject: Fed Ex Inv# 5-508-29301 $206.51
Jim
Attached is Fed Ex Inv# 5-508-29301. The invoice says FiberNet at the Bill To, but Vicki said these items are for the EDA.
Okay to pay $206.51?
Please provide coding.
Thanks!
JuCie Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
-�i 0 i;A(
M�ll
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
7 PLEASE C14ECK WX IIF ADDRESS CWWC#p
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AFFIDAVIT OF PUBLICATION
5TAT1 OF MINNESOTA ) 54
COUNTYOf WRIGHT
Cliarlenc Vold ltieitig dkily sworn un o oath.
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CITY OF MONTICE'LLO
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Julie Cheney
From: Jim Thares
Sent: Wednesday, August 10, 2016 2:34 PM
To: Julie Cheney
Subject: RE: ECM Inv# 385228 $83.07
Hi Julie, the invoice is okay to pay. Please code it to: 213-46301-435200 Legal Notice Publications
From: Julie Cheney
Sent: Wednesday, August 10, 2016 2:04 PM
To: Jim Thares
Subject: ECM Inv# 385228 $83.07
Jim
Attached is ECM Inv# 385228. Okay to pay $83.07?
Please provide coding.
Thanks,
_Tube Cheney
Finance Assistant
City of Monticello
763-271-3205
Julie.Chengyeci.monticel lo.mn.us
CIQf
MO
CITY
Email correspondence to and from the City of Monticello government offices is subject to the
Minnesota Government Data Practices Act and may be disclosed to third parties.
1
ECM4095 Gaon Raprds &qd-
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CITY OF MONTICELLO
ATT N: ACCOUNTS PAYABLE
505 WALNUT ST STS 1
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EDA Agenda: 09/14/16
6. Consideration of #1 Resolution EDA 2016 -0 ## annrovin2 an Amendment to the
Contract for Private Redevelopment between Masters Fifth Avenue and the
Monticello EDA as related to Tax Increment Financing District 1 -35 and #2
Resolution EDA 2016 -0 ## approving a modification of the TIF Plan for TIF District
1 -35. (JUAS)
A. REFERENCE AND BACKGROUND:
These two items are linked considerations related to development proposed in TIF District
1 -35. The first component ( 91) is consideration of an amendment to the Contract for
Private Development between Masters Fifth Avenue and the Monticello EDA as it relates
to TIF District 1 -35. The second component ( 92) is consideration of modifying the TIF
Plan for District 1 -35.
At its' regular meeting on July 13, the EDA authorized preparation of the contract
amendment for consideration at a future meeting. The 4th amendment was considered by
the EDA at its regular August I Oth meeting and was tabled to allow the developer to submit
the specific proposal plans intended for the Landmark II development.
The genesis of the requested amendment began in the spring of 2016 when the developer,
Master's Fifth Avenue, requested an expansion of possible uses from "11,000 square feet
of retail center" to "1 1,000 square feet or more of commercial, residential or multi -use
building" in order to meet an evolving development and financing environment. It should
be noted that the proposed amendment of the Contract is a policy question for the EDA.
EDA consideration of the residential concept began at the April 13, 2016 meeting, where it
then tabled action on the item - deferring any decision, to allow for consideration of the
development stage PUD application by the City Council. The City Council acted on April
25, 2016 to approve a development stage PUD application for the proposed project. To
further effect the PUD, the applicant will need approval of a final stage PUD and rezoning
to PUD. The developer will therefore need to apply for final stage PUD for consideration
and decision by the City Council as a next step.
The EDA then considered the proposed Amendment at its May 11, 2016 meeting. Two
motions were put forward with both of them resulting in a tie vote of the members; three
(3) for and three (3) against. The respective motions were first to deny approval of the
requested amendment and then to approve the item as presented. Both failed for lack of
majority. At the July meeting the EDA motioned for approval of staff to prepare the
amendment for review by the EDA.
The EDA attorney has indicated that at the point in time when the developer submits an
acceptable plan for the development, it then becomes appropriate to consider modifying
the TIF Plan as well. It should be noted that the developer is not requesting additional tax
increment at this time.
1
TIF District 1 -35 was certified in 2006, and was created to fund $170,000 in costs
associated with the development of a proposed 11,000 square foot retail commercial
project known as "Landmark Square II". The project area is a single parcel located at the
northeast corner of Yd and Locust Streets. The tax increment generated in the district was
intended to reimburse the developer for land acquisition through "pay -as- you -go" TIF
assistance.
If the EDA is willing to approve the amendment to the Contract, the result is that the
developer would then gain flexibility in moving forward with the plan reviewed by the
Council on 4- 25 -16. It should also be noted that if the plans prepared represent substantive
alterations form those approved in April 2016, a new development stage PUD land use
application will be required.
Al. Budget Impact: Per the contract with the developer, the developer will be required
to cover all costs associated with the amendment.
A2. Staff Workload Impact: An estimated 12 to 16 hours of staff and consulting time
has been spent to date in reviewing, responding to the requested amendment and
preparing reports and documents.
B. ALTERNATIVE ACTIONS FOR THE CONTRACT AMENDMENT:
1. Motion to adopt Resolution 2016 -099 approving the 4th amendment to the Contract for
Private Development between Masters Fifth Avenue and the Monticello EDA as it
relates to TIF District 1 -35 wherein language includes an "11,000 square foot
commercial, residential or multi -use center ".
2. Motion to deny adoption of Resolution 2016 -099 related to the proposed amendment
to the Contract for Private Development between Masters Fifth Avenue and the
Monticello EDA as it relates to TIF District 1 -35.
3. Motion to table this item for other additional information
ALTERNATIVE ACTIONS FOR THE TIF PLAN:
1. Motion to adopt Resolution 2016 -099 approving a modification of the TIF Plan foro
TIF District 1 -35 wherein language is added identifying the project as a three story,
23 -unit multifamily residential development.
2. Motion to deny adoption of Resolution 2016 -099 related to the modification of the
TIF Plan for TIF District 1 -35.
C. STAFF RECOMMENDATION:
PJ
As noted, the amendment of the Contract is a policy question for the EDA. When
the TIF district was created, it was intended to spur and support private commercial
redevelopment. If the EDA supports the proposed amendment, Alternative 91 is
recommended. If the EDA wishes to proceed under the original TIF Plan and
Contract as previously amended, Alternative 92 is appropriate.
2. Additional action should be considered for the TIF Plan if the contract amendment
is approved. The proposed modification of the TIF Plan would make it (the Plan
language) consistent with the proposed three story, 23 -unit multi - family residential
development project that is detailed in the contract amendment.
D. SUPPORTING DATA:
A. Resolution EDA 2016 -09# (Contract Amendment)
B. Developer Request, March 18th, 2016
C. TIF Plan 1 -35, excerpt
D. TIF Management Plan, excerpt for TIF 1 -35
E. Proposed Fourth Amendment to Contract for Private Redevelopment
F. Site Aerial Photo
G. Resolution EDA 2016 -099 (TIF Plan Modification)
H. TIF 1 -35 Plan Modification
I. Building Plans
EDA RESOLUTION NO. 2- 16 -0 4#
RESOLUTION APPROVING A FOURTH AMENDMENT
OF A CONTRACT FOR PRIVATE DEVELOPMENT BY
AND BETWEEN THE CITY OF MONTICELLO
ECONOMIC DEVELOPMENT AUTHORITY AND
MASTERS FIFTH AVENUE, INC.
BE IT RESOLVED BY the Board of Commissioners ( "Board ") of the City of Monticello
Economic Development Authority, Monticello, Minnesota (the "Authority ") as follows:
Section 1. Recitals.
1.01. The Authority currently administers Redevelopment Project No. 1 (the "Project"),
pursuant to Minnesota Statutes, Sections 469.001 to 469.047 (the "HRA Act ") within an area
located in the City, and administers Tax Increment Financing District No. 1 -35 (the "TIF District")
within the Project pursuant to Minnesota Statutes, Sections 469.174 to 469.1794.
1.02. The Authority and Masters Fifth Avenue, Inc. (the "Developer") executed a certain
Contract for Private Development, dated as of September 7, 2005, as amended by a First
Amendment thereto dated as of June 7, 2006, by a Second Amendment thereto dated as of
December 18, 2007, and by a Third Amendment thereto dated as of December 9, 2015 (as so
amended, the "Agreement"), whereunder the Authority pledged Available Tax Increment (as
defined in the Contract) to pay or reimburse certain land acquisition costs incurred by the Developer
in connection with the development of an approximately 11,000 square foot retail center, with
associated parking, known as Landmark Square 11 (the "Minimum Improvements ") on certain
property in the TIF District.
1.03. The Developer has requested and the Authority has agreed to amend the definition
of the Minimum Improvements to allow for construction of multifamily residential housing, and
to that end, the parties propose to execute a Fourth Amendment to the Agreement (the "Fourth
Amendment ") in the form presented to the Authority.
Section 2. Fourth Amendment Approved.
2.01. The Fourth Amendment as presented to the Board is hereby in all respects
approved, subject to modifications that do not alter the substance of the transaction and that are
approved by the President and Executive Director, provided that execution of the documents by
such officials shall be conclusive evidence of approval. The President and Executive Director
are hereby authorized to execute, on behalf of the Authority, the Fourth Amendment.
484212v2 MNI MN190 -115
Approved by the Board of Commissioners of the City of Monticello Economic
Development Authority this 14th day of September, 2016.
President
ATTEST:
Executive Director
484212v2 MNI MN190 -115
Master's Fifth Avenue, Inc.
19577 180th Ave NW
Big Lake, MN 55309
763- 390 -0393
March 18, 2016
TO:
Monticello Economic Development Authority
505 Walnut Street
Monticello, MN 55362
March 18, 2016
Attention: Angela Schumann
We request consideration at your meeting of April 13th to consider an
administrative change to the TIF District 1 -35 by amending the contract and TIF
plan with Master's Fifth Avenue, Inc. to add the words "11,000 square foot or
more commercial, residential or multi -use building" in place of the words "11,000
square foot retail center" in both documents.
Thank you for your attention to this matter.
Master's Fifth Avenue, Inc.
Barry D. Fluth, president
Concept:
Master's Fifth Avenue, Inc. is applying for a Conditional Use Permit for a change
of use at the property at 213 3RD ST W. This will change the zoning from CCD
District to a residential overlay in the CCD District to accommodate plans for
Landmark II, a 23 unit apartment building that will lease to residents who are in
the 55 year old and older category. This is in compliance with Chapter 3 of the
Zoning code, Section 3.7 Overlay Zoning Districts, Subsection (1) CCD Residential
®ver8ay District.
Background for Landmark II:
According to the stated policy of Monticello, a mix of uses in the Downtown is
desirable. Currently there is big box retail, small space retail, office, single family
housing, multi - family housing, and commercial entities. These functions all work
together to support a healthy interactive economic system.
Landmark II is a 23 unit apartment three story building with 16 garages and
adequate parking that is designed for 55 year old and older residents. These are
residents who want to live within walking distance of shopping, restaurants,
parks, employment, and community activities. Adding this group of people to
the Downtown increases the diversity of our city, increases the number of civic
contributors, and provides instant consumers for businesses.
Landmark II contributes to an atmosphere that encourages people to move,
work and stay in Monticello. Action by the City to support this project will send
a clear signal that the market in Downtown Monticello is thriving and that it is a
great place to live, work, and play.
This project will comply with the conditions established by the city
comprehensive plan. It is anticipated that it will increase property values, add to
the safety of the area, create positive traffic, encourage other development, and
be an aesthetically pleasing addition to this area.
Ehlers & Associates, Inc.
Tax Increment Financing District Overview
City of Monticello
Tax Increment Financing District No, 1 -35
The following summary contains an overview of the basic elements of the Tax Increment Financing Plan
for TIF District No. 1 -35. More detailed information on each of these topics can be found in the complete
TIF Plan.
Proposed action: Establishment of Tax Increment Financing District No. 1 -35 (District)
and the adoption of a Tax Increment Financing Plan (TIF Plan).
Adoption of a Redevelopment Plan Modification for the Central
Monticello Redevelopment Project No. 1. (The Modification is to
include the project activities anticipated in the District.)
Type of TIF District: A redevelopment district
Parcel Numbers *: 155-010-036011**
155- 010 -036010 **
155 -010- 036030 **
*These parcels will be combined via an administrative lot combination
by the City of Monticello
* *These parcels ate "Knocked Down" parcels that are being removed
from Tax Increment Financing District No. 1 -22 to be included in Tax
Increment Financing District No. 1 -35.
Proposed Development: The District is being created to facilitate construction of 11,000 s.f of
commercial space consisting of a restaurant, office and other uses m the
City of 'Monticello. This project is being proposed by a local
developer. The value of the new development is estimated to be $70
per s.f plus land costs of approximately $230,000 for an esimated
value of $1,000,000. The building will be completed in 2006 and the
assistance of land acquisition, public improvements, site preparation,
streets and sidewalks and utility costs will be funded on a pay- as-you-
go basis at a rate of 6.5%
TIF District Overview
Maximum duration: The duration of the District will be 25 years from the date of receipt of
the first increment (26 years of increment). The date of receipt of the
first tax increment will be approximately 2008. Thus, it is estimated
that the District, including any modifications of the TIF Plan for
subsequent phases or other changes, would terminate after 2033, or
when the TIF Plan is satisfied.
Estimated annual tax Up to $17,014
increment:
Proposed uses: The TIP Plan contains a budget that authorizes the maximum amount
that may be expended:
Land/Building Acquisition ...............................................
.....................
$104,000
Site Improvements/Preparation ..........................................
.
$35,000
Public Utilities .................................... ...............................
$35,000
Parking Facilities ................................ ............................... $35,000
Streets and Sidewalks ......................... ............................... $10,000
Interest.............................................. ...............................
$190,000
Administrative Costs (up to 10 %) .............. ........................ $45,000
TOTAL PROJECT COSTS .............. ............................QQQ
See Subsection 2 -10, page 2 -6 of the TIF Plan for the full budget
authorization. Additional uses of funds are authorized which include
inter -fund loans and transfers and bonded indebtedness.
Form of financing: Financing will be primarily by a pay -as- you -go (PAYG) note.
Administrative fee: Up to 10% of annual increment, if costs are justified.
Interfund Loan Requirement: If the City wants to pay for administrative expenditures from a tax
increment fund, it is recommended that a resolution authorizing a loan
from another fund must be passed PRIOR to the issuance of the check.
4 Year Activity Rule After four years from the date of certification of the District one of the
(§ 469.176 Subd 6) following activities must have been commenced on each parcel in the
District:
• Demolition
• Rehabilitation
• Renovation
• Other site preparation (not including utility services such as
sewer and water)
• If the activity has not been started by the approximately
September, 2009, no additional tax increment may be taken
from that parcel until the commencement of a qualifying
activity.
Page 2
TIF District Overview
5 Year Rule Within 5 years of certification revenues derived from tax increments
(f 469.1763 Subd 3) must be expended or obligated to be expended. Tax increments are
considered to have been expended on an activity within the District if
one of the following occurs:
• The revenues are actually paid to a third party with respect to
the activity
• Bonds, the proceeds of which must be used to nuance the
activity, are issued and sold to a third party, the revenues are
spent to repay the bonds, and the proceeds of the bonds either
are reasonably expected to be spent before the end of the later
of (i) the five year period, or (ii) a reasonable temporary period
within the meaning of the use of that term under §. 148(c)(1) of
the Internal Revenue Code, or are deposited in a reasonably
required reserve or replacement fund
• Binding contracts with a third party are entered into for
performance of the activity and the revenues are spent under
the contractual obligation
• Costs with respect to the activity are paid and the revenues are
spent to reimburse for payment of the costs, including interest
on unreirnbursed costs.
Any obligations in the Tax Increment District made after
approximately September, 2010, will not be eligible for repayment
from tax increments.
The reasons and facts supporting the findings for the adoption of the TiF Plan for the District, as
required pursuant to M.S., Section 469.175, Subd. 3, are included in Exhibit A of the City Council
Adopting Resolution.
Page 3
T[F DWct Overview
MAPS OF CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO. 1
AND TAX INCREMENT FINANCING DISTRICT NO. I -35
Page 4
Proposed Tax Incren...c Financing Dftict Na
Central Monticello Redevelopment Project N
City of Monticello
Wright County, Minnesota
Proposed Tax increment
Financing District No. 135
District 1 -35 is a redevelopment TIF district. The Dis-
trict was established to assist with the construction of
11,000 square foot commercial building. The District
was created from parcels removed from District 1 -22.
This approach established new time limits that con-
strain use of increments in District 1.22. The tax incre-
ment from District 1 -35 is obligated to repay a $170,000
developer note at an interest rate of 6 %. The note will
end at a date no later than 2/1/2023. Ninety percent
(90 %) of annual tax increment is used to make pay-
ment on the note. The District will be decertified no
later than December 31, 2033.
The development planned for District 1 -35 has not
happened.
Actions Taken Since 2009
Funds have been transferred into TIF District 1 -35
from TIF District 1 -22 to cover administrative expenses
incurred for TIF 1 -35.
Administrative Steps
There are no outstanding administrative items.
Management Strategy
The strategy for District 1 -35 focuses on using the ex-
isting district to undertake redevelopment on this par-
cel. The factors that allow the creation of a new re-
development district have been removed. A new TIP
district is not an option.
Clearance of the site satisfied the criteria of the 4 -year
knock down requirements.
Management of this District benefits from 2009 amend-
ments to the TIF Act. The limitations of the five -year
rule are extended to ten years for the District. Obli-
gations for the use of tax increments must now be in
CityNumber ......................................... ....................................................... 1-35
CountyNumber ............................... ............................... ............................635
Name........................... ............................... .......................Landmark
Square II
Type.......................................................... ...............................
Redevelopment
Established...................................... ...............................
........................9 /12/05
Certification Requested .................................... .............................12 /29/05
Certified..................................................................... ............................... 811/06
Year of First Increment ................... ............................... ...........................2008
4 -Year Knockdown ........................ ............................... .........................8 /1/12
5-Year Rule ....................................... ...............................
.........................8 /1/16
Decertification .......................... ............................... ..........................12
/31 /33
Original Tax Rate ......................... ............................... ......................110.297%
Original Tax Capacity Value .......... ............................... ..........................3,409
Current Base Tax Capacity Val ue ............................... ..........................6,068
Current (Pay 2012) Tax Capacity . ............................... ..........................2,962
Parcels.....................................................................................
..............................1
155 -010- 036030
place by August 1, 2016.
The financial implications and options for this District
cannot be fully analyzed until development occurs.
District Summary
(District 1 -35 (Landmark
Square II)
Redevelopment
1,,N
43
FOURTH AMENDMENT TO CONTRACT FOR PRIVATE DEVELOPMENT
This agreement is made as of September , 2016, by and between the CITY OF
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY, a public body politic and
corporate (the "EDA ") and MASTERS FIFTH AVENUE, INC., a Minnesota corporation (the
"Developer").
WHEREAS, the Housing and Redevelopment Authority in and for the City of Monticello
( "HRA ") and Developer entered into that certain Contract for Private Development dated
September 7, 2005, as amended by an Amendment thereto dated as of June 7, 2006, a Second
Amendment thereto dated as of December 18, 2007, and a Third Amendment thereto dated as of
December 9, 2015 (as so amended, the "Contract ") providing, among other things, for the
construction of an approximately 11,000 square foot retail center, with associated parking, known as
Landmark Square 11 (the "Minimum Improvements ") on the property legally described within the
Contract (the "Development Property ") within the City of Monticello (the "City "); and
WHEREAS, the City Council of the City has taken the necessary steps to allocate all
powers and projects of the HRA to the EDA, and the HRA, by its Resolution dated November 7,
2007, has transferred and assigned to the EDA all outstanding contracts to which the HRA is a
party, including the Contract; and
WHEREAS, the Developer has requested and the EDA has determined to modify the
certain provisions of the Contract, primarily to allow for the construction of multifamily housing on
the Development Property and to revise the schedule of construction of the Minimum
Improvements.
NOW, THEREFORE, in consideration of the premises and the mutual obligations of the
parties hereto, each of them does hereby covenant and agree with the other as follows:
1. The definition of "Minimum Improvements" in Section 1.1 of the Contract is
amended as follows:
"Minimum Improvements" means the construction on the Development Property of a three -
story, 23 -unit multifamily residential apartment building, with associated parking comprised of 16
detached on -site garages.
2. Section 3.4(a) of the Contract is amended as follows:
(a) Subject to the terms and conditions of this agreement, the Land Acquisition Costs will
be reimbursed to the Developer with simple interest thereon at the rate of 6.50% per annum, interest
commencing to accrue on the date that the Developer complies with the cost certification
requirement described in paragraph (f) of this Section. The Land Acquisition Costs will be
reimbursed by the Authority to the Developer in semi - annual installments payable on each February
1 and August 1 ( "Payment Dates ") commencing on the first Payment Date following the first
receipt by the Authority of Available Tax Increment and concluding no later than the Termination
Date. These payments will be made from Available Tan Increment as defined in this Section 3.4
and from no other source.
Section 3.5 of the Contract is amended to add the following Section 3.5(c):
483559v2 MNI MN190 -115
(c) The parties agree and acknowledge that as of December 31, 2006, the Developer has
constructed the Parking Improvements on the Adjacent Property and the Authority has paid the
Parking Improvement Costs to the Developer, and neither party has any further obligations under
this Section.
4. Section 4.3 of the Contract is amended as follows:
(c) Commencement and Completion of Construction. Subject to Unavoidable Delays, the
Developer shall commence construction of the Minimum Improvements by December 31, 2017.
Subject to Unavoidable Delays, the Developer shall complete the construction of the Minimum
Improvements by December 31, 2018. All work with respect to the Minimum Improvements to be
constructed or provided by the Developer on the Development Property shall be in conformity with
the Construction Plans as submitted by the Developer and approved by the Authority.
5. Miscellaneous. Except as amended by this Amendment, the Contract shall remain in
full force and effect. Upon execution, the Developer shall reimburse the EDA for all out -of pocket -
costs incurred by the EDA in connection with negotiating, drafting and approval of this
Amendment.
(The remainder of this page is intentionally left blank.)
483559v2 MNI MN190 -115
IN WITNESS WHEREOF, the EDA has caused this Amendment to be duly executed in its
name and behalf and its seal to be hereunto duly affixed and Developer has caused this Agreement
to be duly executed in its name and behalf on or as of the date first above written.
Masters Fifth Avenue, Inc. City of Monticello Economic Development
Authority
By:
Its
483559v2 MNI MN190 -115
By:
Its President
By:
Its Executive Director
Lots 1 -3, Block 36, Original Plat Monticello, 155 - 010 - 036030
Created by: City of Monticello
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CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY
RESOLUTION NO. 2016 -0 4#
RESOLUTION APPROVING MODIFICATION NO. 1 OF
TAX INCREMENT FINANCING PLAN FOR TAX
INCREMENT FINANCING DISTRICT NO. 1 -35
WHEREAS, the City of Monticello (the "City ") and the Housing and
Redevelopment Authority in and for the City of Monticello (the "HRA ") previously
established Central Monticello Redevelopment Project Area No. 1 (the "Redevelopment
Project') pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended
(the "HRA Act"); and
WHEREAS, on March 10, 1997, the City and the HRA approved a Tan Increment
Financing Plan (the "TIF Plan ") for Tax Increment Financing District No. 1 -35 (the "TIF
District ") located within the Redevelopment Project, pursuant to the HRA Act and
Minnesota Statutes, Sections 469.174 to 469.1794, as amended (collectively, the "TIF
Act "); and
WHEREAS, administration of the TIF District was subsequently transferred to the
City of Monticello Economic Development Authority (the "Authority "); and
WHEREAS, the City and Authority have determined a need to modify the TIF Plan
in order to amend the description of the proposed redevelopment contained therein and such
amendment is consistent with the redevelopment program for the Redevelopment Project;
and
WHEREAS, pursuant to Section 469.175, subd. 4(b) of the TIF Act, a tax increment
financing plan may be modified without public hearing or the findings required to be made
for the original tax increment financing plan if the modification does not include (i) any
reduction or enlargement of the geographic area of the project or tax increment financing
district; (ii) an increase in the amount of bonded indebtedness; (iii) a determination to
capitalize interest on debt if that determination was not a part of the original plan; (iv) an
increase in the portion of the captured net tax capacity to be retained by the City; (v) an
increase in the estimated cost of the project, including administrative expenses, to be paid or
financed with tax increment from the district; or (vi) the designation of additional property
to be acquired by the authority; and
WHEREAS, the proposed modifications to the TIF Plan consist solely of a
change in description of the proposed redevelopment within the TIF District, and
therefore no public hearing is required; and
WHEREAS the City is scheduled to consider the proposed modifications to the
TIF Plan on September 26, 2016.
486012v1 MNI MN190 -115
NOW THEREFORE, BE IT RESOLVED by the Board of Commissioners of the
City of Monticello Economic Development Authority as follows:
1. The administrative modification to the TIF Plan described herein is hereby
approved in substantially the form on file in City Hall, subject to approval of
the modification by the City Council on September 26, 2016, and shall be
designated Modification No. I to Tax Increment Financing Plan for Tax
Increment Financing District No. 1 -35 ( "Modification No. 1 ").
2. Authority staff is authorized to forward a copy of Modification No. 1 to the
Department of Revenue and the State Auditor pursuant to Minnesota Statutes
469.175, subd.4a.
3. Authority staff is likewise authorized and directed to forward a copy of
Modification No. 1 to Wright County for information purposes.
DATED: September 14, 2016
President
ATTEST:
Executive Director
2
486012v1 MNI MN190 -115
MODIFICATION NO.1 TO
TAX INCREMENT FINANCING PLAN FOR
TAX INCREMENT FINANCING DISTRICT NO. 1-35
Original Plan Approved by City Council of the City on September 12, 2005
This Modification Approved by Board of Commissioners of the Authority on September 14, 2016
This Modification Approved by City Council of the City on September 26, 2016
I. Background
The Housing and Redevelopment Authority in and for the City of Monticello (the "HRA ") and the City of
Monticello (the "City ") previously created Redevelopment Project No. 1 (the "Redevelopment Project ")
pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended (the "HRA Act "), and
adopted a redevelopment plan for the Redevelopment Project. On September 12, 2005, the City Council of
the City approved the creation of Tax Increment Financing District No. 1 -35 (the "TIF District ") within the
Redevelopment Project and adopted a tax increment financing plan for the TIF District (the "TIF Plan")
under the HRA Act and Minnesota Statutes, Sections 469.174 to 469.1794, as amended (the "TIF Act "). The
TIF District is a redevelopment district, and the TIF Plan provides for certain redevelopment activities in the
TIF District. The City subsequently transferred control and responsibility for the Redevelopment Project, and
any tax increment financing districts created within the Redevelopment Project, to the City of Monticello
Economic Development Authority (the "Authority ").
The TIF District was originally created to promote redevelopment of a portion of the downtown central
business district and, specifically, to foster the construction of an 11,000 square -foot retail facility in the
downtown area. The property slated for redevelopment was duly acquired and site preparations were
completed by a private developer pursuant to a Contract for Private Development, but due to a downturn in
the economy shortly after establishment of the TIF District, the retail facility was not constructed.
The City and Authority have now determined a need to modify the TIF Plan in order to provide for the
construction of multifamily rental housing within the TIF District and Redevelopment Project, rather than the
retail use originally contemplated. The redevelopment activities described in this modification are consistent
with the City's comprehensive plan. The TIF Plan remains in full force and effect and is not modified except
as described in this modification document. Any capitalized terms used herein but otherwise not defined
shall have the meanings assigned to such terms in the Redevelopment Plan, as amended, and the TIF Plan.
(The remainder of this page is intentionally left blank.)
Error! Unknown document property name.
II. TIF Plan Modifications to TIF District No. 1-35
The following sections of the TIF Plan for the TIF District are modified as set forth below.
A. The first paragraph of Section 2 -3 of the TIF Plan (Statement of Objectives) is modified as
follows:
The District currently consists of three parcels of land and adjacent and internal rights -of -way. The
District is being created to facilitate construction of a three - story, approximately 23 -unit multifamily
residential facility and associated on -site parking within the City. Please see Appendix A for further
project information. A Contract for Private Development (the "Contract ") was executed with
Masters Fifth Avenue, Inc. in 2005 and has since been amended three times. Construction is
expected to commence by the end of 2017 and to be completed by the end of 2018.
B. Section 2 -7 of the TIF Plan (Duration of the District) is modified as follows:
Pursuant to Section 469.175, subd. 1 and Section 469.176, subd. 1 of the TIF Act, the duration of the
District must be indicated within the TIF Plan. Pursuant to Section 469.176, subd. lb, the duration of
the District will be 25 years after receipt of the first increment by the Authority (a total of 26 years of
tax increment). The date of receipt by the Authority of the first tax increment is expected to be 2018.
Thus, it is estimated that the District, including any modifications of the TIF Plan for subsequent
phases or other changes, would terminate after 2043, or when the terms of the Contract are satisfied,
whichever is earlier. The Authority reserves the right to decertify the District prior to the legally
required date.
C. Appendix A (Project Description) is deleted in its entirety and replaced with the following:
TIF District No. 1 -35 is a redevelopment district. Pursuant to the Contract for Private Development
between Masters Fifth Avenue, Inc. and the Authority, as amended, the Developer proposes to
construct a three- story, approximately 23 -unit multifamily rental housing facility and associated
parking within the TIF District. The units will be marketed for occupancy by residents aged 55 and
up. Construction is expected to commence by the end of 2017 and to be completed by the end of
2018. The costs of land acquisition in a maximum principal amount of $170,000, which were
incurred by the Developer within five years after certification of the TIF District, will be reimbursed
to the Developer through a pay -as- you -go note at an interest rate of 6.5 %.
D. A new Section 32 is added as follows:
Section 32 Additional Redevelopment
The Authority reserves the right to acquire properties in the Redevelopment Project in the future.
Specifically, the Authority intends to purchase a vacant parcel in the City's downtown area located at
100 South Meridian Street and legally described as:
Lot 7, EXCEPT the East 5 feet of the North 68 feet thereof and also EXCEPT the West 20
feet thereof, the South 45 feet of Lot 8; the North 2 /5ths of Lots 10, 11 and 12; All of Lot 9;
all according to the recorded plat thereof on file and of record in the Office of the County
Recorder in and for Scott County, Minnesota, Block 91, BELLE PLAINE TOWNSITE.
The vacant parcel originally had a building on it that burned down and was demolished. The vacant
parcel has not been well kept and the Authority intends to purchase the property in order to avoid
further blight and encourage redevelopment in the area. The Authority will use pooled tax increment
dollars in the maximum amount of $55,000 to purchase the vacant parcels and to construct various
public infrastructure improvements to promote redevelopment, eliminate existing blight and avoid
future blight in the downtown area.
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EDA Agenda: 9/14/16
7. Consideration of adopting Resolution No. EDA- 2016 -0 # #, a resolution approving a
First Amendment of a Purchase and Redevelopment Agreement between the City of
Monticello EDA and Taylor Holdings, LLC for a residential lot located at 413 - 4tb
Street West (JT)
A. REFERENCE AND BACKGROUND:
This item is for consideration of extending the Purchase and Redevelopment Agreement
closing date for conveyance of the residential property located at 413 — e Street West.
At the August EDA meeting, a Purchase and Redevelopment Agreement for the sale of
the parcel to Taylor Holdings, LLC was approved. The closing date was established as
September 16th, 2016 and that date now appears to be unachievable. The primary reason
for the desire to extend the closing date is due to complications in resolving an
assessment against the property that was discovered during the title search. The
assessment was levied by the City to ensure that a previous offer for the property was
consummated as desired. That prospective buyer then backed away from the
development proposal and the unpaid assessment remains as a title issue. In order to
resolve this issue, an assessment waiver or release will need to be considered by the City
Council at an upcoming meeting.
Al. Staff Impact: There is minimal staff time involved in preparing the First
Amendment. The EDA's legal counsel drafted the Resolution and has been
involved in preparation of the First Amendment document.
A2. Budget Impact: The costs for preparation of the First Amendment to the
Purchase and Redevelopment contract consist of legal fees which will be paid out
of the EDA Legal Fees line item.
B. ALTERNATIVE ACTIONS:
Motion to adopt Resolution No. EDA- 2016 -0 ## approving a First Amendment of
a Purchase and Development Agreement between the City of Monticello
Economic Development Authority and Taylor Holdings, LLC.
2. Motion to deny the adoption of Resolution No. EDA- 2016 -099 approving a First
Amendment of a Purchase and Redevelopment Agreement between the City of
Monticello Economic Development Authority and Taylor Holdings, LLC.
C. STAFF RECOMMENDATION:
Staff recommends approval of Alternative 91 wherein a First Amendment of a Purchase
and Redevelopment Agreement between the City of Monticello Economic Development
Authority and Taylor Holdings, LLC would be approved. An additional 30 days for
closing should be sufficient to allow title issues to be resolved.
D. SUPPORTING DATA:
A. Resolution No. EDA- 2016 -099
B. First Amendment of a Purchase and Redevelopment Agreement
C. Aerial Image
D. Map of Site with Zoning
CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY
EDA RESOLUTION NO. 2016-04#
RESOLUTION APPROVING A FIRST AMENDMENT OF A
PURCHASE AND REDEVELOPMENT AGREEMENT
BETWEEN THE CITY OF MONTICELLO ECONOMIC
DEVELOPMENT AUTHORITY AND TAYLOR
HOLDINGS, INC.
BE IT RESOLVED BY the Board of Commissioners ('Board ") of the City of Monticello
Economic Development Authority (the "Authority ") as follows:
Section 1. Recitals.
1.01. The Authority currently administers Central Monticello Development Project No.
I (the "Project "), pursuant to Minnesota Statutes, Sections 469.090 to 469.1082, as amended.
1.02. The Authority and Taylor Holdings, Inc. (the "Developer ") executed a Purchase and
Redevelopment Agreement, dated as of August 11, 2016 (the "Contract "), providing, among other
things, for the conveyance by the Authority to the Developer of certain property within the Project
and legally described within the Contract (the "Property"), with closing to take place by September
16, 2016.
1.03. The parties have negotiated and propose to execute a First Amendment to the
Contract (the "First Amendment") to extend the deadline for the conveyance of the Property.
Section 2. First Amendment Approved.
2.01. The First Amendment as presented to the Board is hereby in all respects
approved, subject to modifications that do not alter the substance of the transaction and that are
approved by the President and Executive Director, provided that execution of the First
Amendment by such officials shall be conclusive evidence of approval.
2.02. The President and Executive Director are hereby authorized to execute on behalf
of the Authority the First Amendment and any documents referenced therein requiring execution
by the Authority, and to carry out, on behalf of the Authority, its obligations thereunder.
2.03. Authority staff and consultants are authorized to take any actions necessary to
carry out the intent of this resolution.
486038v1 MNIMN325 -32
Approved by the Board of Commissioners of the City of Monticello Economic
Development Authority this 14th day of September, 2016.
President
ATTEST:
Secretary
486038v1 MNIMN325 -32
FIRST AMENDMENT TO PURCHASE AND REDEVELOPMENT AGREEMENT
This agreement is made as of , 2016, by and between the CITY OF
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY, a public body corporate and
politic and political subdivision of the State of Minnesota (the "Authority ") and TAYLOR
HOLDINGS, INC., a Minnesota corporation (the "Developer").
WHEREAS, the Authority and the Developer entered into that certain Purchase and
Redevelopment Agreement dated as of August 10, 2016 (the "Contract ") providing, among other
things, for the conveyance by the Authority to the Developer of certain property legally described as
Lot 3, Block 29, and Lot 2, Block 29, except the Northwesterly 33 feet thereof, said Northwesterly
33 feet of Lot 2 being also described as that part of Lot 2 lying Northwesterly of a line drawn
parallel to the Northwesterly line of said Lot 2 and distant 33 feet Southeasterly of said
Northwesterly line, all in Townsite of Monticello, Wright County, Minnesota (the "Property "); and
WHEREAS, due to unanticipated delays experienced by the Developer in obtaining the
necessary approvals for its proposed redevelopment of the Property, the parties have determined to
extend the deadline for closing on the conveyance of the Property.
NOW, THEREFORE, in consideration of the premises and the mutual obligations of the
parties hereto, each of them does hereby covenant and agree with the other as follows:
1. Amendment to Paragraph 4 of the Contract. Paragraph 4 of the Contract is amended
as follows:
Price and Terms. The price for the Property is $32,200 ( "Purchase Price ") which Buyer shall pay
as follows: non - refundable earnest money of $1,000 by check, receipt of which is hereby
acknowledged by Seller. The balance of the Purchase Price must be paid by certified check or wire
transfer on the Date of Closing. The "Date of Closing" shall be no later than October 18, 2016.
2. Miscellaneous. Except as amended by this Amendment, the Contract shall remain in
full force and effect.
(Remainder of this page intentionally left blank.)
4860320 MNI MN325 -32
IN WITNESS WHEREOF, the Authority has caused this Agreement to be duly executed in
its name and behalf and its seal to be hereunto duly affixed and Developer has caused this
Agreement to be duly executed in its name and behalf on or as of the date first above written.
CITY OF MONTICELLO ECONOMIC
DEVELOPMENT AUTHORITY
By:
Its President
By:
Its Executive Director
STATE OF MINNESOTA )
SS.
COUNTY OF WRIGHT )
The foregoing instrument was acknowledged before me this day of
2016, by and , the President and Executive Director,
respectively, of the City of Monticello Economic Development Authority, a public body politic and
corporate, on behalf of the Authority.
Notary Public
4860320 MNI MN325 -32
TAYLOR HOLDINGS, INC.
By
Its
STATE OF MINNESOTA)
) SS.
COUNTY OF WRIGHT )
The foregoing instrument was acknowledged before me this day of , 2016
by , the of Taylor Holdings, Inc., a Minnesota corporation,
on behalf of the corporation.
Notary Public
THIS DOCUMENT DRAFTED BY:
Kennedy & Graven, Chartered
470 US Bank Plaza
200 South Sixth Street
Minneapolis, MN 55402
(612) 337 -9300
4860320 MNI MN325 -32
0,, Beacon 11. Wright County, MN
Overview
Legend
Roads
— CSAHCL
— CTYCL
MUNICL
PRIVATECL
TWPCL
Highways
— Interstate
— State Hwy
— US Hwy
City/Township Limits
LJ e
❑t
❑� Parcels
Parcel ID 155010029020 Alternate ID n/a Owner Address n/a
Sec/Twp /Rng 11- 121 -025 Class 958- MUNICIPAL PUBLIC SERVICE -OTHER
Property Address 413 4TH ST W Acreage n/a
MONTICELLO
District n/a
Brief Tax Description Sect-11 Twp- 121 Range -025 ORIGINAL PLAT MONTICELLO Lot-002 Block-029 LOT 3 &LOT 2 EX NWLY 33FTTHOF
SD NWLY 33FT OF LT2 DES AS TH PRT OF LT2 LY NWLY OF LN DRWN PAR TO NWLY LN OF LT2 &33FT SELY 0 F SD
NWLY LN OF LT2 BLK29
(Note: Not to be used on legal documents)
Date created: 8/4/2016
Developed by
Schneider The Schneider Corporation
Legend
BASE— Z- ON1_NG DISTRICTS
Residential Districts
Low Residentiaf Densities
_ A-0
R -A
R -1
-- Medium Residential Densifies
T -iv
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R -PUD
-• High Residential Densities
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Business Districts
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B -2
— B -3
B -4
CCO
Industrial Districts
E7 18c
I -1
I -2
PUDs
pl� Swam River
OVERLAY DISTFUCTS
E_ _I Performance Based Overlay District
Special Use Overlay District
Mississippi Wild. Scenic & Rec Overlay District
Shorefand District
j`vl Freeway Bonus Sign District
OTHER
Water
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EDA Agenda: 09/14/16
8. Consideration of allowing limited outside storage in Otter Creek Business
Park (JT)
A. REFERENCE AND BACKGROUND:
This item is a continuation of consideration of allowing limited amounts of
outside storage at undeveloped portions of the EDA owned Otter Creek Business
Park. At the August 10, 2016 meeting, the EDA authorized staff to complete
additional next steps tasks. They consisted o£ 1) communicating details of the
outdoor storage concept /proposal with the City Council, 2) seeking feedback from
the IEDC, and 3) sending letters to the current Otter Creek Business Park
occupants inviting them to attend a Public Comment session at the September 14,
2016 EDA meeting.
Otter Creek Business Park was originally established as an upscale business site
with restrictive covenants prohibiting outside storage. Two other key covenant
elements included: concrete or masonry building materials and lot
landscaping /irrigation requirements. Two of the approved final plats resulted in
completed lot and building developments that are considered investment grade
and in general compliance with the covenants.
An inquiry to City staff by Groebner, Inc., 9530 Fallon Avenue, NE, as to the
possibility of building a new facility in Otter Creek Park if they could also obtain
permission for outside storage generated the initial EDA discussion about more
flexible covenants. Since then, the EDA has carefully considered this concept as
follows:
1. At the June EDA meeting, a first draft of possible outdoor storage standards
was presented for review. The EDA directed staff to seek feedback regarding
the draft outside storage standards from Groebner and the present occupants
of Otter Creek Business Park. While the feedback from Groebner was
positive, the feedback from the current occupants was mixed.
2. During the July EDA meeting an illustration showing possible lot placement
of outside storage uses and effective screening was reviewed.
3. At the August meeting, the EDA directed staff to proceed with additional due
diligence steps. They included sending written correspondence to the
occupants of Otter Creek Business Park inviting them to participate in a public
comment session at the September meeting, updating the City Council and
seeking feedback from the IEDC. The IEDC unanimously voted to
recommend that the EDA flex the covenants and allow outside storage. The
motion language also recommends that City staff research allowing up to 50
percent of the principal building size as the accepted outside storage area. It
should be noted that the restrictive covenant instruments were adopted by the
City Council due to the City's ownership of the land at the time of the original
and subsequent Otter Creek Business Park plats.
Again, the key issue in the discussion is the size or volume of land area devoted to
outdoor storage relative to the principal building or the entire lot area. The draft
standards indicate allowed storage of 30 percent of the principal building. A cap
of 25,000 square feet is also proposed so the "Park" would not become dominated
by outdoor storage accessory uses.
Groebner intends to construct a structure that meets the covenants for building
materials and lot landscaping resulting in an investment -grade facility. To
provide some perspective, Groebner's new facility is proposed to be 30,000
to 40,000 square feet. Under the proposed draft standards, this would equate to an
outdoor storage area of 9,000 to 12,000 square feet. The maximum allowed area
of outside storage would be 25,000 sq. ft.
The proposed standards also call for complete screening by means of wall /fence
materials matching the building along with vegetative landscaping elements as
additional screening enhancements. No items in the outside storage area would
be allowed to be higher than the height of the fence /wall. The standards are
attached for review.
As the current occupants of Otter Creek were invited to attend the September
EDA session, this item has been listed in the agenda as open for public comment
to the EDA.
Al. Staff Impact: There is minimal staff impact in considering amending the
covenants and researching possible outdoor storage standards. To date that work
includes communication efforts with and soliciting comments from: 1) Groebner,
Inc., 2) the current occupants in Otter Creek Business Park, 3) the City Council
via a Council Connection report, 4) the IEDC (September 6, 2016 meeting) and 5)
completing staff reports. There may be additional time committed to this effort
based on the EDA's discussion and direction. The remaining work involved in
this proposal /concept can be completed with existing staff resources.
A2. Budget Impact: Likewise, there is a modest budgetary impact in the
form of staff time which is within the current job description of the Economic
Development Manager and the Community Development Director and support
staff.
B. ALTERNATIVE ACTIONS:
If the EDA deems it appropriate, offer a motion recommending the City
Council adopt future Restrictive Covenants that allow limited outside
storage
2. If the EDA deems it appropriate, offer a motion recommending the City
2
Council not adopt future Restrictive Covenants allowing outside storage
3. No Motion by EDA; consider as informational for future discussion
4. Motion to table action regarding the possible restrictive covenants
allowing outside storage in Otter Creek Business Park
C. STAFF RECOMMENDATION:
If the EDA supports the idea of opening the Park up to a broader audience of
users by allowing limited outside storage, staff recommends Alternative 91. If the
EDA is opposed to allowing limited outside storage in Otter Creek Park, then
Alternative 92 is appropriate.
D. SUPPORTING DATA:
A. Draft Outdoor Storage Standards
B. Illustration — example of scaled site showing area of outdoor storage on lots
C. Photos of possible effective screening of outdoor storage
D. Letter sent to current occupants of Otter Creek Business Park w /attachments
E. IEDC Mtg. Minutes (9 -06 -2016) supporting allowing limited outside storage
(see green highlight)
Otter Creek — Outlots E and F
Outdoor Storage Discussion — Proposed Covenant Requirements
Open and Outdoor Storage as an accessory use under covenants, provided that:
• Outdoor storage shall be limited to 30% of the gross square footage of the principal
building, or 25,000 square feet, whichever calculation is less.
• The storage area shall not occupy any portion of the yard between the front building line
and the adjoining public street, or the side building line and public street on a corner lot.
• Outdoor storage areas must be 10' from all property lines and when adjacent to properties
zoned other than industrial, shall be located a minimum of 50' feet from the adjacent
property line.
• Storage shall be accessory to the principal use of the building and shall be used solely for
the tenants of the principal building.
• Storage areas shall not block the visibility of any public right of way.
• The storage area shall not occupy any space required for conformity to the parking
regulations of the Zoning Ordinance.
• The outdoor storage of equipment shall be limited to that which may be moved on its
own power, or stored on a trailer.
• Outdoor storage areas must be kept in an orderly condition, permitting vehicular access to
all materials or equipment.
• Lanes at least twenty (20) feet in width shall be required to meet this standard.
• No portion of the outdoor storage shall be more than fifty (50) feet from any
access lane or other drive aisle, nor shall it block access to hydrants, fire
sprinklers, or other fire - fighting equipment.
• All outdoor storage must be screened completely from any right of way and adjacent
property and is subject to the following screening requirements.
• Storage may not exceed the height of any screening fence.
• Screening shall consist of masonry walls constructed of materials consistent with
the building materials and color of the principal building and shall provide for
100% opacity.
• Gates shall be an exception to this requirement.
• Fences shall meet the height requirements of the Monticello Zoning Ordinance.
• Landscaping of one evergreen tree per 6' of linear fenceline shall be required to be
planted on exterior of outdoor storage screening.
• Outdoor storage shall be allowed only on an improved surface of asphalt or concrete.
• Storage in shipping containers shall be prohibited unless the following requirements are
met:
o No container shall be greater than 40 feet in length, 8 feet in width and 8.5 feet in
height.
o Containers shall not be stacked.
• Containers shall be those manufactured expressly for the purpose of storing
and /or shipping materials.
• All containers shall be stored within a screened storage enclosure per the
requirements of these standards.
• There shall be no storage of hazardous materials, as defined by the Minnesota Pollution
Control Agency.
• Waste or recyclable material shall be contained in a refuse container. All such containers
shall be stored within a screened enclosure per the requirements of these standards.
• The property, including buildings and exterior site areas, shall comply with all applicable
fire codes.
• All lighting and noise shall be in compliance with the requirements of the Monticello
City Code and Zoning Ordinance.
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CITY OF
Monti e o
f-
August 31, 2016
To Company Owner or Manager
Address Line #1
Address Line #2 with Zip Code
Dear Name of Person:
PHONE: 763-295-2711 FAx:763- 295 -4404
505 Walnut Street Suite 1 Monticello, MN 55362
City staff recently received an inquiry from a business prospect having an interest in developing an industrial
facility in Otter Creek Business Park, including a small amount of outside storage. They've stated that they
like the location of the Park and feel the City of Monticello, with it's location on 1 -94 and beyond the more
densely developed Twin Cities metro area, offers many advantages for their employees and their general
operations. They have plans to construct a structure in conformance with the recorded Restrictive Covenants
for building materials and lot landscaping resulting in an investment- grade facility. However, they do need a
small area of outside storage and have asked City staff to explore this option. There are currently portions of
Otter Creek Business Park which are not under the recorded Restrictive Covenants.
Beginning in June, City staff presented the request to the Economic Development Authority (EDA) for
discussion and feedback. The EDA then asked staff to draft possible standards guiding outside storage and
bring it back for further discussion and review. At the July EDA meeting, the discussion continued with staff
being directed to solicit feedback from the current occupants in the Park. At the August meeting, the EDA
continued discussing this and authorized setting of a public comment session at the September 14, 2016 EDA
meeting.
The proposed outside storage standards were developed with the goal of balancing the original vision for the
Park as a high -end manufacturing site with the possibility of allowing for a broader audience of users to
pursue development within the Park. A copy of the draft standards is attached for reference and comment.
These standards would be incorporated into the Restrictive Covenants recorded against the balance of land
at Otter Creek, shown on the attached map.
There are certain businesses entities which need to have access to outside storage to operate in an efficient
manner. City staff have conscientiously considered this request from a business and brought it to the EDA for
discussion. We have now arrived at the point in time where it is prudent to seek comment regarding
possible outside storage at Otter Creek Business Park in a public forum, which you are invited to attend on
September 14th, 2016 at approximately 6:30 p.m. The comment will be taken as part of the EDA meeting at
the Monticello Community Center. Please feel free to contact me with your questions about the discussion
of outside storage at the upcoming meeting. Thank you for your time and consideration of this discussion
Sincerely,
Jim Thares, Economic Development Manager
Encl. Draft Outside Storage Standards, Map of Otter Creek Business Park
Otter Creek — Outlots E and F
Outdoor Storage Discussion — Proposed Covenant Requirements
Open and Outdoor Storage as an accessory use under covenants, provided that:
• Outdoor storage shall be limited to 30% of the gross square footage of the principal
building, or 25,000 square feet, whichever calculation is less.
• The storage area shall not occupy any portion of the yard between the front building line
and the adjoining public street, or the side building line and public street on a corner lot.
• Outdoor storage areas must be 10' from all property lines and when adjacent to properties
zoned other than industrial, shall be located a minimum of 50' feet from the adjacent
property line.
• Storage shall be accessory to the principal use of the building and shall be used solely for
the tenants of the principal building.
• Storage areas shall not block the visibility of any public right of way.
• The storage area shall not occupy any space required for conformity to the parking
regulations of the Zoning Ordinance.
• The outdoor storage of equipment shall be limited to that which may be moved on its
own power, or stored on a trailer.
• Outdoor storage areas must be kept in an orderly condition, permitting vehicular access to
all materials or equipment.
o Lanes at least twenty (20) feet in width shall be required to meet this standard.
o No portion of the outdoor storage shall be more than fifty (50) feet from any
access lane or other drive aisle, nor shall it block access to hydrants, fire
sprinklers, or other fire- fighting equipment.
All outdoor storage must be screened completely from any right of way and adjacent
property and is subject to the following screening requirements.
• Storage may not exceed the height of any screening fence.
• Screening shall consist of masonry walls constructed of materials consistent with
the building materials and color of the principal building and shall provide for
100% opacity.
• Gates shall be an exception to this requirement.
• Fences shall meet the height requirements of the Monticello Zoning Ordinance.
• Landscaping of one evergreen tree per 6' of linear fenceline shall be required to be
planted on exterior of outdoor storage screening.
• Outdoor storage shall be allowed only on an improved surface of asphalt or concrete.
• Storage in shipping containers shall be prohibited unless the following requirements are
met:
o No container shall be greater than 40 feet in length, 8 feet in width and 8.5 feet in
height.
o Containers shall not be stacked.
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MINUTES
INDUSTRIAL & ECONOMIC DEVELOPMENT COMMITTEE (IEDC)
Tuesday, September 6th 2016 — 7:00 a.m.
Boom Island Room, Monticello Community Center
Present: Steve Johnson, Joni Pawelk, Wayne Elam, Luke Dahlheimer, Dick Van Allen, Don
Roberts, Darek Vetsch, 011ie Koropchak- White, Jason Kisner, Mari Lou McCormic,
Andrew Tapper, Pete Gardner
Absent: Don Tomann, Jim Johnson
Other: Jeff O'Neill, Jim Thares, Jacob Thunander, Marcy Anderson
1. Call to Order
Steve Johnson called the meeting to order at 7 a.m.
2. Approve Minutes:
a. August 2, 2016
OLLIE KOROPCHAK MOVED TO APPROVE THE MINUTES OF THE
AUGUST 2ND, 2016 IEDC MEETING. DICK VAN ALLEN SECONDED THE
MOTION. MOTION CARRIED 12 -0.
3. Consideration of adding items to the agenda
None.
4. Reports: (Verbal Reports)
a. Economic Development Report
Jim Thares provided the economic development report by first explaining the
Dahlheimer Beverage expansion project. The project is to expand the facility
97,150 square feet with the creation of five new jobs following the expansion.
Thares then explained about a small area study that will be completed for the
downtown. Blocks 34 and 52, among others, will be included in the study. He
noted that Block 34 has environmental contamination issues and is in the process
of a study and assessment.
Thares also mentioned residential land sales were approved at two locations: 413
West 4a' Street and 1022 West River Street. The EDA also approved the sale of
349 West Broadway to We Thrive Fitness. The closing of all three properties
should occur over the coming months.
b. Planning Commission Agenda — Report
i. Interviews for vacant P.C. position on Sept. 6, 2016
Jim Thares provided an update on behalf of the Planning Commission. Thares
stated two public hearings will be held including: the Monticello High School
Campus additions and a request for amendment to the Monticello Zoning
Ordinance pertaining to native landscapes.
A special meeting will also be held prior to the regularly scheduled meeting to
conduct interviews for the Planning Commission.
c. City Council
Jeff O'Neill summarized the City Council meeting held on August 8th and August
22nd
The City has allocated $150,000 to study Highway 10 and Interstate 94 for
improvements. A request for proposal will be advertised soon. O'Neill also stated
that the northwest corridor crossing is on hold until the best point of crossing can
be determined.
O'Neill then mentioned the City Council authorized a facility needs study for the
Monticello Fire Department.
He also explained the overpass along Fallon Avenue near St. Henry's Catholic
Church is moving along.
O'Neill encouraged IEDC members to visit Bertram Chain of Lakes. He noted
that irrigation was a concern, but with the amount of rain that has occurred, the
area with the new grass is healthy and off to a nice start.
Lastly, he mentioned that IRET Apartments have completed the first phase of
construction and are filling up with tenants.
d. Chamber of Commerce and Industry
Marcy Anderson provided an updated on behalf of the Monticello Chamber of
Commerce and Industry. She noted they are preparing for the 2016 Chamber
Downtown Trick or Treat Event, which is scheduled for October 27th, 2016.
Anderson then stated the Chamber Lunch will be held on September 20th and
participants will be hearing from Wright County Law Enforcement. In the past,
this event has had high attendance.
Anderson also stated Hybrid Martial Arts LLC has joined the Chamber.
5. Consideration of allowing limited outside rage in Otter Creek Business Park
Jim Thares provided background on allowing outdoor storage in Otter Creek Business
Park. Currently, the park has restrictive covenants that does not allow outdoor storage.
The EDA directed staff to seek feedback from the IEDC regarding their support/concerns
for the possibility of allowing limited amounts of outside storage in the covenants.
The consideration stems from a request by Groebner, Inc. to explore the possibility of
building a new facility in the park if they can obtain permission for limited outside
storage. The concern is balancing the concept of being more flexible and allowing
outside storage versus the original vision of a Park featuring complete restrictions against
outside storage.
Don Roberts expressed concern for a few of the recommendations provided in the
proposed covenant requirements. He encouraged staff to review some of these standards.
DON ROBERTS MOVED TO SUPPORT THE EDA IN RECOMMENDING THE
CITY COUNCIL ADOPT RESTRICTIVE COVENANTS THAT WILL ALLOW
OUTSIDE STORAGE OF UP TO 50 PERCENT, WITH THE UNDERSTANDING
THAT CITY STAFF WILL FURTHER INVESTIGATE THE STANDARDS SET
FORTH IN EXHIBIT A (OUTDOOR STORAGE — POSSIBLE STANDARDS)
REPORT. ANDREW TAPPER SECONDED THE MOTION. MOTION CARRIED;
0.
6. Consideration of an update regarding 2016 City Construction Proiects (Verbal
Report)
Jim Thares noted the IRET Apartments and Aspen Dental construction continues to
progress. He responded to questions about Mills Fleet Farm's construction start date
indicating that it is currently in Mill's control and they have previously indicated that
they want to be in the ground yet this fall and be open by the 2017 Fishing opener (early
May, 2017).
Thares also stated Sherburne State Bank is proposing developing a new bank on the lot
just north of the Pizza Ranch. This proposal will be brought forward at the October
Planning Commission Meeting.
7. Industry of the Year Planning Update — Note a 2nd IEDC Meeting to be held on
Sept. 26
Jacob Thunander updated the IEDC on the progress of the 2016 Industry of the Year. He
noted that nominations were due on September 1St, 2016. The City received nominations
for JME, Vector Tool Manufacturing, and WSL The IEDC subcommittee is currently
waiting to receive written surveys from each of the businesses and will be scheduling
tours for the IEDC members to participate in.
The Industry of the Year event is scheduled for October 5th, 2016 at 7 a.m. in the
Mississippi Room of the Monticello Community Center.
Steve Johnson called for a special meeting to be scheduled on September 26th at 7 a.m.
This meeting will be to vote for the 2016 Industry of the Year finalist.
8. Consideration of a report regarding Wright County Minnesota Cities Participation
Program - First Time Homebuyer Lending Program (Verbal Report)
Jim Thares discussed the Minnesota Cities Participation Program (MCPP) as it relates to
Wright County. He noted MCPP is both a program and a funding source for first -time
homebuyers. The MCPP is administered by the Minnesota Housing Finance Agency. For
2016, Wright County received an allocation of $2,262,463 and has exceeded this amount
by $1,681,977. The oversubscribing by Wright County (23 loans as of 7 -31 -2016) is not
an issue as MHFA uses other available funds to continue to make the loans to borrowers
(the program has changed from the past years, so in effect it does not run short of
funding). Their niche market is low and moderate income households wanting to
purchase their first homes. The first point of contact is through the local financial
institutions in the community. That can be found on the MHFA website via a zip code
search or by calling the local financial institutions.
Mari Lou McCormic mentioned that RiverWood Bank participates in the program and
she is involved in teaching the first -time home -buyer classes sponsored by Wright
County Community Action (WCCA). Unfortunately, due to a lack of participation,
several recent sessions have been cancelled. It was asked if the City of Monticello could
place the information on the City newsletter or its website to help market the program.
Jeff O'Neill stated the City would be willing to do that.
9. Adjournment
DICK VAN ALLEN MOVED TO ADJOURN THE MEETING AT 8:11 P.M. DON
ROBERTS SECONDED THE MOTION. MOTION CARRIED 15 -0.
Recorder: Jacob Thunander
Approved: September 6, 2016
Attest:
Jim Thares, Economic Development Director
EDA Agenda: 9/14/16
9. Consideration of Economic Development Assistance Scope of Work Proposal for a
possible Contract with WSB & Associates for lead generation and financial
assistance packaging (JT)
A. REFERENCE AND BACKGROUND:
This item was considered at the August 10, 2016 EDA meeting and tabled until
September to allow the WSB & Associates representative, Jim Gromberg, to be in
attendance at the meeting. In specific, this item is in consideration of an Economic
Development Assistance Scope of Work Proposal with WSB & Associates. City staff
proposes to enter into a 15 month (10 -1 -16 to 12- 31 -17) contract for Economic
Development Assistance with WSB & Associates. In the past two years, the EDA has
contracted with WSB for a Market Matching service at the rate of $4,000 per month. The
current Scope of Work proposal is a greatly slimmed down variation of the previous
work. While the previous contract was wide ranging in duties and event attendance, the
primary focus of the new assistance format falls under the general effort of lead
generation and financial assistance packaging.
Al. Staff Impact: The City's Economic Development Manager has spent about 4 or
5 hours on the Scope of Work discussion with supervisors and Jim Gromberg,
WSB's lead economic development consultant, on the general concept and Scope
of Work proposal.
A2. Budget Impact: The total amount budgeted for Economic Development
Assistance Services in 2017 is $8,400 ($700 per month). The three months of
service (Oct., Nov., Dec.) in 2016 ($2,100) would be funded out of the 2016
Miscellaneous Professional Services budget.
B. ALTERNATIVE ACTIONS:
1. Motion to accept the proposed Economic Development Assistance Services Scope
of Work and further direct preparation of a 15 -month Contract for Economic
Development Assistance Services between WSB & Associates and the Monticello
EDA.
2. Motion to deny acceptance of the proposed Economic Development Services
Scope of Work between WSB & Associates and the Monticello EDA.
3. Motion to table acceptance of the proposed Economic Development Assistance
Services Scope of Work between WSB & Associates and the Monticello EDA for
further research and /or discussion.
C. STAFF RECOMMENDATION:
Staff recommends approval of Alternative 91 wherein the EDA accepts the proposed
Economic Development Assistance Services Scope of Work and further directs
preparation of a Contract for consideration by the EDA at a future meeting. Entering into
a Contract for the proposed Scope of Work will provide more tools and a wider reach to
the Monticello EDA and also allow the Economic Development Manager to be more
effective with time and resources in the effort of marketing, regional networking and
identifying qualified leads and in generating financial packages for a variety of economic
development projects. It would be expected that the expertise of Mr. Gromberg in the
area of provided partnership programs which offer maximum funding leverage for
potential prospects would be of significant value to the EDA.
D. SUPPORTING DATA:
A. Proposed WSB & Associates Economic Development Services Scope of Work
2
-
WSB
JB
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August 4, 2016
Jim Thares
Economic Development Manager
City of Monticello
505 Walnut Avenue, Suite 1
Monticello, MN 56069
Re: Economic Development Services for the City of Monticello
Dear Mr. Thares:
701 Xeria Avenue South
Suite 300
Mnneapol is, W55416
Tel: 763 - 541-4800
Fax: 763 - 541 -1700
Thank you for providing WSB & Associates the opportunity to submit this proposal to provide Economic
Development Services for the City of Monticello. Provided below is a summary of the proposed Scope of
Services for ongoing Economic Development support.
PROPOSED SCOPE OF SERVICES
Task 1: Market Engagement
2.1 Active networking with potential market entrants (on- going). It is anticipated that it would
average of 4 meetings each month would be attended.
o Central Minnesota Industrial Partnership — WSB acts as representative.
o Minnesota Medical Manufacturers Partnership - WSB retains membership and WSB
acts as representative.
o Central MN Manufacturer's Association — WSB acts as representative
o CoreNet Global — WSB acts as representative
o DEED — Membership and representation by both City and WSB.
o EDAM — Membership and representation by both City and WSB.
o Greater St. Cloud Development Corporation - Membership and representation by
WSB.
o Greater MSP — WSB retains membership and acts as representative
o Minnesota Chamber of Commerce — WSB retains membership and acts as
representative.
o Minnesota High Tech Association — WSB acts as representative
o NAIOP — WSB acts as representative
o Urban Land Use Institute WSB acts as representative
o Other Organizations on an as needed basis.
o Conference and Association Trade Shows — TBD
Equal Opportunity Errployer
wsbeng.00m
Jim Thares
August 4, 2016
Page 2 -
2.2. Economic Development Opportunities - WSB will identify and assist in identifying
potential economic development opportunities: including the following:
o Land acquisition.
o Financial ilncentive opportunities.
o Preliminary proposal development.
o Preliminary sketch plan design (non - certified drawings).
o Assist in closing.
o Act as a conduit for information and resource for prospect and City staff.
o WSB will assist in providing detailed development related information to all qualified
leads.
o Assistance with financial package preparation in consultation with City staff, policy
makers, and financial consultant.
o Attendance at pre- design meetings associated with leads.
Task 3: Communication
3.1 WSB will provide consistent and effective communication with City Staff, EDA, and City
Council on a regular - scheduled basis.
o Provide timely e-mail updates to City Staff
o Provide Written Monthly Memo updating City Staff of Market Matching Economic
Development efforts and outcomes.
FEE FOR SERVICES
As outlined in the above Scope of Services, the City has the option to retain WSB & Associates for 12
months at the fee of $700 per month, starting July 1, 2016. Travel expenses incurred by WSB within
Minnesota as part of the Scope Services offering are included in the monthly fee. Travel expenses
incurred by WSB for travel outside of Minnesota that are 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
may be required from time to time shall be completed at an additional hourly rate.
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 me at (763) 762 -2846.
Sincerely,
WSB & Associates
Jim Gromberg
Economic Development Coordinator
Approval Signature
By:
Title:
Date:
EDA Agenda — 09/14/16
10. Consideration of authorization to issue RFPs for Small Area Study in downtown
Monticello. (AS /JT)
A. REFERENCE AND BACKGROUND:
The EDA is asked to consider authorizing issuance of an RFP for a Small Area Study for
a portion of the "core area" of downtown. The concept for completion of a small area
study arose out of the EDA's June strategy session, at which the EDA members present
placed Downtown Redevelopment as the top priority or focus area for the near future.
It was discussed during the strategy session and in other EDA meetings that given the
recent changes and investments within the core downtown commercial district, the land
use components of the Embracing Downtown Plan require review and update.
In July, the EDA authorized the preparation of an RFP for consideration. The EDA
indicated at that time that the update for the land use component of the plan should not be
extensive and, given the investment in the Embracing Downton Plan, consideration
should be given to project cost. The EDA also felt a market perspective on any land use
concept was critical.
As such, staff has prepared a draft RFP which is limited in scope in terms of both focus
and geographic area. The small area to be studied includes the four corners at the
intersection of TH25 and CSAH 75, and includes additional blocks to the west of TH25,
including the "Anchor Block ". The study focuses on development of three alternative
land use concepts, then requires that they be analyzed by developers for feasibility. The
proposal also requests detail on likely implementation measures.
Although staff does have some question as to how proposers will develop a proposal
meeting both requirements, firms which work for both public and private clients may be
able to offer a proposal which packages both components.
Staff welcomes the EDA's feedback on the structure and content of the draft proposal. It
is also understood that a final contract and scope of work will be developed in finer detail
with the selected consultant should the project proceed.
Al. Staff Impact: An initial estimate of staff time involved in the process, including
preparation of the RFP, reviewing submitted proposals and presenting the results to the
EDA for consideration is 25 to 30 hours. Staff commitment during the actual study
preparation process may be closer 100 hours. Staff time supporting the consultant in
arranging and meeting and developing can support a reduction in costs for the consultant
services, as well.
A2. Budget Impact: Funding is included in the proposed 2017 EDA budget. Staff has
estimated the budget impact for the small area study at approximately $45,000 to
$55,000.
B. ALTERNATIVE ACTIONS:
Motion to authorize issuance of RFPs for Small Area Study in downtown Monticello,
subject to those comments of the EDA.
2. Motion to table consideration of a small area study for further research and
information.
3. Motion for no action
C. STAFF RECOMMENDATION:
It is apparent that the lack of a land use plan considered to be "viable" for the downtown
area has generated questions on the best use of properties and desired development
pattern for the core of downtown. Staff recommends alternative 1 above. The small area
study will not replace the Embracing Downtown Plan, but rather supplement the plan for
focus on the core area identified.
D. SUPPORTING DATA:
A. Draft Small Area Study RFP
CITY
Monticello
REQUEST FOR PROPOSALS
EMBRACING DOWNTOWN MONTICELLO — SMALL AREA PLAN
REQUEST
The Monticello Economic Development Authority (EDA) is requesting proposals from qualified firms to
address land use and market components of a core area of downtown Monticello.
SUBMISSION DEADLINE
Proposals Due Date /Time
Friday, October 28th, 2016
4:00pm
Request for proposals must be received prior to 4:00 pm (CST) on Friday, October 28th, 2016. Late
submittals will not be considered. Fifteen (15) copies of the RFP should be submitted to the address below:
City of Monticello:
Attn: Jim Thares
505 Walnut Street
Monticello MN 55362
Contact Info:
Jim.thares&ci.monticello.mn.us or 763 - 271 -3254
TABLE OF CONTENTS
COMMUNITY BACKGROUND
SMALL AREA MAP
SCOPE OF WORK
PUBLIC STRUCTURE
PROJECT COST & FEE SCHEDULE
STAFF SUPPORT
PROJECT TIMELINE
DELIVERABLES
FIRM CREDENTIALS
SELECTION PROCESS
SELECTION /EVALUATION CRITERIA
RESOURCES
9
3
4
5
6
7
7
7
7
8
8
8 -9
9 -10
COMMUNITY BACKGROUND
The City of Monticello is situated in a prime location on Interstate 94 between Minneapolis /St. Paul and
the City of St. Cloud. Monticello has experienced tremendous growth within the last twenty years in the
residential, commercial, office, and retail sectors. The City of Monticello is a rapidly growing, free - standing
urban fringe city encompassing approximately 5,000 acres and a population of 13,000.
Monticello was founded by second - generation Americans who migrated west in the mid 1800's. Early
settlers found the gently sloping banks and shallow river levels of the Mississippi River made a logical
place for a river crossing. Founded in 1856, the City grew quickly during the early settlement years and
then leveled to a population of about 1,300. It was this original settlement that became the core city and
survives today as downtown Monticello.
In 2010, the City of Monticello completed the "Embracing Downtown Plan ", a guide to redeveloping the
downtown. The Embracing Downtown Plan considered land use, transportation and market realities for
the full downtown area. The full area considered to be "Downtown Monticello" extends from Interstate I-
94 at its southern boundary to the Mississippi River in the north, and generally from Cedar Street on the
east to Maple Street on the west.
Since the adoption of the Embracing Downtown Plan, changes in the downtown marketplace in terms of
ownership and private investment have created impacts which influence the desire and ability to implement
the land use component of the Embracing Downtown Plan as originally intended. In particular, the core
downtown area requires a new perspective in terms of land uses most likely to be developed and successful.
The "core" downtown area to be studied includes the four corner blocks of the intersection itself, two blocks
directly west of the intersection and an area southwest of the intersection. The core downtown area to be
studied lies at the intersection of I -94 and MN TH 25. These arterial transportation corridors create both
challenges and opportunities for the core of the downtown area.
Two larger "suburban" commercial districts are in close proximity to the original downtown area and are
connected to the downtown by collector roads. These retail areas, along with 200+ acres of vacant
commercial land within the City, create challenges for the more expensive and often time - consuming
redevelopment of this core downtown area.
Given the changes in the market realities within the core area, the opportunity for greenfield commercial
development, as well as the recognized constraints of the area's transportation corridors, the Monticello
Economic Development Authority (EDA) seeks to develop a revised land use plan for the core area of the
downtown which presents a greater likelihood for realization.
The Monticello EDA (which has the powers of a Housing and Redevelopment Authority) has been very
aggressive in its economic development strategies as related to the downtown. The City's EDA owns and
has acquired properties in the core study area with the goal of facilitating redevelopment in the area.
The EDA has directed the request for proposals for this core area of downtown in order to achieve the
broader goals outlined by the Embracing Downtown Plan, while recognizing and addressing the evolving
marketplace in which the core downtown area exists.
s
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SCOPE OF WORK
In conjunction with the items listed below, each RFP must address the following:
a. Approach to obtaining and including public input
b. Estimated timeline
c. Coordination and communication with staff and applicable consultants
d. Coordination and review by boards and commissions
A final scope of work will be developed in collaboration with the selected firm(s).
Phase 1: Context & Place
1. Understand the goals and the objectives of the Embracing Downtown Plan, including those
items achieved and those unrealized.
2. Evaluate the current environment of the area to be studied.
a. Document the existing land uses, property ownership, and business mix.
b. Update the distribution, location, and density of the current uses of land within the
"downtown" including: commercial, retail, office, industrial, open /civic spaces, and
residential uses.
c. Update vehicular and pedestrian traffic patterns including mapping and context.
Phase 2: Concept Development & Public Input
1. Develop three individual land use scenarios, incorporating the City's plans for vehicular and
pedestrian transportation access and park and pathway planning.
a) For commerce uses specifically, propose a business mix and land use pattern. Includes
strategies for arranging /locating current and future businesses. Identify how the mix
presents the maximum opportunity for development and how it will positively impact
pedestrian traffic and sales.
b) For residential uses specifically, outline the types of residential uses that are appropriate
for the small area; provide an analysis of what mix of housing types and densities are best
suited to the area and rationale.
c) Each individual concept will include both narrative and visual components, including maps
and graphic schematics.
2. Recommend an appropriate mix of off -street and on- street parking facilities to support the land use
concepts and to support access to adjacent amenities, including the City Parks, Community Center,
Library, etc.
3. Identify how each concept creates better connectivity and compatibility between land uses and
densities within the downtown and with other commercial nodes within the City.
4. Specifically identify the points for public input, including meetings, interviews and social media
efforts with the specific purpose of input into the development scenarios.
5. Specifically identify the points for input by City boards and commissions.
4
Phase 3: Market Testing
Similar to the Embracing Downtown Plan, the small area study seeks to incorporate the realities of
the market environment in which the area exists. The selected consultant will develop and
implement a market testing module, by which each scenario is evaluated by a group of recognized
commercial and residential developers.
Market test group(s) will analyze appropriate mix of commercial and residential uses for
marketability and development feasibility.
a. Market test group(s) will analyze appropriate mix of commercial and residential uses which
will most likely thrive in the downtown based on existing and future business potential,
transportation patterns, and adjacent competitive market areas.
b. Market test group(s) will analyze type and mix of current housing, including the spatial
distribution of housing patterns.
c. Selected consultant with market test group(s) will provide marketing and development
strategies for implementation.
3. Written deliverables for the market test group(s) analysis shall be provided with a clear detailing
of the methodology for analysis and background of the each market test group participant.
Phase 4: Refinement and Adoption
1. Based on the feedback of the developer community, the selected consultant will refine the plan
rated highest by the developer community for presentation to the City for adoption.
2. Consultant will develop clear relationship structure to the Embracing Downtown Plan and identify
those components of the Embracing Downtown Plan to be amended.
3. Consultant to prepare any recommended amendment language to the Embracing Downtown Plan.
PUBLIC STRUCTURE
The City is governed by a City Council and receives recommendations from the Planning Commission,
Economic Development Authority, Parks Commission, and Industrial & Economic Development
Committee. The proposal should include a creative, pro- active public input process with recommendation
and /or review points by each board and final adoption by the EDA and City Council.
4
PROJECT COST & FEE SCHEDULE
All required information pursuant to the RFP shall be prepared at the sole cost and expense of the
Respondent. There shall be no claims whatsoever against the City, its staff, or its consultants for
reimbursement costs or expenses incurred in the preparation of the RFP(s).
The proposal shall include a total cost estimate per component and an all inclusive cost. Total project cost
should include anticipated legal review (if applicable), coordination with existing City consultants,
coordination with other selected firms, and City staff. A clear delineation of communication and reporting
relationships between consultants should be provided.
In addition, a section should be included detailing potential additional costs including; hourly fees,
extraneous expenses associated with travel, electronic and verbal communication services, production,
legal, and administration, etc.
The Economic Development Authority will be the funding source for the proposed project. It should be
noted the EDA will be cost - conscious throughout the selection process and scope of project.
STAFF SUPPORT
All proposals should include a detailed summary of required staff support to complete each component. It
is expected each firm will be responsible for the collection of baseline data resources.
The City has a City Administrator, Finance Director, Community Development Director, Economic
Development Manager, and Building Official. The City also retains a legal firm, planning firm, engineering
firm and financial firm for both broad -scale and day -to -day matters. Proposals must include any costs for
consultation with other consultants both currently retained by the City and as appointed to complete the
Guide.
PROJECT TIMELINE
The proposal should include an estimated time allotment per component based on a start date of December
15t1i, 2016 and a desired completion date of April 1St, 2017.
DELIVERABLES
The selected consulting firm will be required to provide (20) printed copies and a digital of the final
approved document, along with digital versions of any drafts. Final digital plan version must be an
interactive document that has the ability to link to other resources. Digital copies of any GIS layers used to
create maps or data bases shall be provided. The final plan will include both text and graphical segments.
The plan should capitalize on as many visual components and GIS database as possible.
FIRM CREDENTIALS
Include a section detailing the firm's background and experience. List the names of all consultants assigned
to the project and in what capacity. Credentials must include a summary of past projects, including location,
size, scope, and nature of services.
SELECTION PROCESS
The EDA will review each properly completed proposal. Proposals to complete the plan by multiple firms
will only be accepted by a coordinating firm.
Proposals will be pared down to three (3) firms for presentation and interview based on the
Selection /Ranking Criteria to be determined by the EDA. Presentations /interviews are expected to occur
in November, 2016.
The selection committee will require a formal presentation and interview. The final selection process will
not be made by Selection /Evaluation Criteria ranking alone, but will be based on a combination including,
but not limited to: ranking, presentation, proposal merit and other qualifications. Once authorized to
proceed, the "most qualified" firm(s) will be expected to immediately assist in developing a final scope of
services and contractual agreement.
The City of Monticello reserves the right to waive any irregularity in any submittal or reject any or all
proposals.
SELECTION /EVALUATION CRITERIA
Proposals will be reviewed on a point basis, with a maximum of 100 points to determine ranking of each
proposal.
1. Demonstrated Experience — a maximum of 15 points
What direct experience do the consultants assigned to the project have working with diverse stakeholders
in the development of City plans, redevelopment projects, or other applicable initiatives?
What relevant past experiences and performance do the consultants assigned to the project have that will
enable them to successfully assist the City in the creation of a creative and progressive downtown
redevelopment and revitalization guide?
2. Project Approach and Organization — a maximum of 45 points
Proposals shall include a detailed approach for accomplishing the Guide.
• How will services be performed?
• Has the proposal addressed each of the considerations included within the RFP?
• What additional scope of services has been identified?
• How will the public process be incorporated?
• How will communication be handled?
• How will coordination and communication with other solicited consultants be approached?
• What "social media" tools can be utilized to capture a higher level of participation?
• How has the consultant incorporated the market test group component to achieve the EDA's
desired outcome?
• What creative ideas are proposed to address the anticipated diverse desired results from each
participating organization and /or stakeholders?
3. Cost - Efficiency — a maximum of 25 points
The proposal shall include a detailed cost estimate for completing the project. Hourly costs for additional
time should also be provided, along with any extraneous expenses associated with travel, communications
services, legal, coordination with outside consultants, production, etc.
4. Project Timeline and Consultant Availability — a maximum of 15 points
The proposal shall include an evaluation of time allotted to each component and if applicable overall
completion of Guide.
Describe the proposed consultant project schedule and staffing plan, including the number of on -site
visits /meetings and public involvement meetings.
RESOURCES
The following resources are available online at the City of Monticello website, www.ci.monticello.mn.us
[Click Community Development/Downtown Development)
• Current Monticello Zoning Ordinance
• City Code
• 2008 Monticello Comprehensive Plan
• 2008 Monticello Natural Resource Inventory & Assessment
• 2009 Transportation Plan (See Engineering Department's Transportation Page)
• 2010 Embracing Downtown Plan
• 2011 Park & Pathway Plan
Transportation
To assist the successful candidate in preparing their responses and recommendations, we are including
information on the existing transportation system, existing and projected traffic volumes along major
transportation corridors, and some of the anticipated constraints that must be considered with any
redevelopment of the downtown area.
Existing Transportation System
• The majority of traffic entering or leaving the downtown area does so from the north and south on
State Trunk Highway 25 (TH 25), and from the east and west on Wright County State -Aid Highway
75 (CSAH 75). CSAH 75 is also referred to as East or West Broadway, depending on which side
of TH 25 it is on.
• TH 25 is a four -lane highway that is divided in some areas through the use of a narrow raised
concrete median, but remains undivided in other areas. The posted speed on TH 25 through the
downtown area is 30 mph. The existing right -of -way along TH 25 in the downtown area varies
between 80 and 150 -feet.
• CSAH 75 is a four -lane highway that is divided in some areas through the use of a raised concrete
median area, yet remains undivided in other areas. The posted speed on CSAH 75 through the
downtown area is 30 mph. The existing right -of -way along CSAH 75 in the downtown area is 100 -
feet.
• The existing transportation network is shown in Figures 2.2 and 2.3 of the adopted Transportation
Plan on the City's website.
• Design layouts for intersection of TH 25 and CSAH 75.
Traffic Modeling Data
• Upon request, the city will provide existing traffic data and modeling results to assist in
analyzing the transportation components and developing recommendations.
Financing
• 2016 Tax Increment Financing (TIF) Management Plan
• HRA Levy
• EDA General Fund
• EDA financial assistance programs
• EDA land assets
Additional Information
City Staff will provide additional information as requested. In order to ensure all candidates receive similar
information a consolidated list of questions and answers will be posted on the City's website a week prior
to the submission deadline.
s$
EDA Agenda: 09/14/16
11. Consideration to authorize seeking quotes for a Limited Site Investigation for EDA -
owned property in Block 34 (JT /AS)
A. REFERENCE AND BACKGROUND:
The EDA is asked to consider authorizing staff to seek quotes/bids for a Limited Site
Investigation (LSI) for EDA owned property in Block 34. The Minnesota Pollution
Control Agency (MPCA) requires a LSI to be completed due to the contaminated soils
encountered during the utility replacement component of the 2016 Street Reconstruction
project that occurred in this area in mid -July, as well as the results of the Phase II analysis
completed in June, 2016. A total of 37.84 tons of petroleum impacted soils were removed
from the site and disposed of in a regulated landfill per MPCA requirements. In addition,
the MPCA opened a file and assigned a Leak number, 20142, to the petroleum impact.
The file is officially in an "open" status and pending further investigation. As noted, the
petroleum impacted soils discovered during the utility replacement are consistent with the
2016 Limited Phase II Environmental Site Assessment (ESA) results.
The long -term history of Block 34 as the former site of a municipal gas utility and
Phillips 66 gas station plays a role in the environmental concerns in this area.
Accordingly, the EDA has previously authorized several environmental investigations in
this Block. They are as follows:
1. November 19, 2014 -Phase I Environmental Site Assessment, Block 34, (Phase I ESA)
2. November 6, 2015 -Limited Site Investigation, Former Phillips 66 Station, Leak 19812,
100 Broadway East (LSI)
3. February 12, 2016 -Phase I Environmental Site Assessment Update, Block 34 (Phase I
ESA Update)
4. June 13, 2016 -Limited Phase II Environmental Site Assessment, Block 34 (Limited
Phase II ESA)
Outside of the initial Phase I ESA, various construction- related activities at this Block
have triggered each of the follow -up studies. The findings of the Phase I ESA indicated
historical evidence of a coal gasification use and gas tank on the 130 East Broadway
parcel. This was stated as a "Recognized Environmental Condition ", or "REC ", along
with three others at 100 East Broadway, 200 East Broadway and 316 Pine Street.
When the building at 100 East Broadway was demolished, contamination was detected at
that site. Through coordination between MN -DOT and MPCA, a site specific LSI for
Leak number 19812 was completed. Later, the EDA approved a Phase II ESA, dated
June 13, 2016, for the purpose of study of each of the RECs identified in the Phase I
report. The Phase II ESA for Block 34 yielded more knowledge about the possible extent
and severity of the contamination in Block 34 which can help inform potential future
redevelopment processes.
EDA Agenda: 09/14/16
As is typical for LSI projects /work, the costs can be submitted to the Minnesota
Petrofund for reimbursement in the amount of 80 to 90 percent of the total expense. Staff
is presenting with two alternatives. The first option authorized staff to obtain quotes for
the completion of the LSA, which would then allow reimbursement of costs up to 90
percent. The second alternative would authorize WSB & Associates to prepare a scope
of work for the LSI given their familiarity and past work on the Block 34 site. This
alternative allows the EDA to seek Petrofund reimbursement at the rate of 80 percent of
the costs of conducting the LSI.
Al. Budget Impact: The cost to seek quotes is relatively modest as it involves
sending letter requests to qualified environmental engineers seeking bids to
complete the LSI scope of work. Typical LSI work scopes are standardized and
do not vary in steps /process. The estimated costs for completing an LSI fall in a
range of $8,000 to $10,000. If competitive bids are obtained, the EDA can be
reimbursed up to 90 percent of the cost by the Minnesota Petrofund administered
by the Minnesota Department of Commerce. If a single quote is obtained the
reimbursement rate is at 80 percent of the costs. All expenses not reimbursed will
be coded against TIF 1 -22 per the previously approved Interfund Loan Resolution
2014 -025, or alternatively, against a future TIF district per the previously
approved Interfund Loan Resolution 2014 -095.
A2. Staff Workload Impact: Minimal; limited to consultation with WSB and
preparation of this report. It should be noted that WSB's familiarity with the
activities and environmental studies conducted in Block 34 make their
involvement a logical choice and the efficiency that they can bring to the work
will offset costs and potential reimbursements from the Petrofund.
B. ALTERNATIVE ACTIONS:
1. Motion to authorize staff to seek a quote from WSB & Associates for a Limited Site
Investigation (LSI) related to Leak 20142 on EDA owned property in Block 34 due to
WSB's familiarity with the Block and the previous environmental work they have
completed in Block 34.
2. Motion to authorize staff to seek quotes from qualified environmental engineers to
conduct a Limited Site Investigation (LSI) related to Leak 20142 on EDA owned
property in Block 34.
3. Motion to table this item for further research or more information.
C. STAFF RECOMMENDATION:
In the interest of cost efficiency and information continuity in the environmental work in
Block 34, staff recommends Alternative 91. The efficiency of utilizing WSB will offset
the 10 percent revenue reimbursement gain that would result from obtaining multiple
EDA Agenda: 09/14/16
quotes. The LSI is a required step by the MPCA. Since the EDA owns the property, it is
the responsible party to complete the follow up investigation steps for Leak 20142.
D. SUPPORTING DATA:
A. Letter (8 -25 -2016) from WSB & Associates, Ryan Spencer, regarding Leak 20142
B. Letter (7 -20 -2016) from MPCA regarding required steps for Leak 20142
WSB
� Assoc- engineering • planning • environmental • construction
August 25, 2016
Mr. Jeff O'Neill
Monticello City Administer
505 Walnut Street
Monticello, MN 56258
Re: Block 34 - Water Utility Replacement Report
Monticello, MN
City Project No.: CP 15CO01
WSB Project No.: 2596 -100
Dear Mr. O'Neill,
701 Xenia Avenue South
Suite 300
Minneapolis, MN 55416
Tel 763 - 541 -4800
Fax 763 - 541 -1700
WSB & Associates Inc. (WSB) was retained by the City of Monticello (City) to perform
environmental monitoring during a water utility replacement project located at Block 34 in
Monticello, Minnesota (the Site). The Site utility replacement was conducted as part of a larger
2016 Street Reconstruction Project. The project consisted of excavation, removal, and replacement
of approximately 270 feet of an 8 inch water pipe. A Site location map and utility replacement plan
sheet are included in Attachment 1.
Purpose /Background
The purpose of the environmental oversight was to assess subsurface soil for visual and /or
olfactory indications of contamination /debris and field screen soils using a photoionization
detector (PID) during excavation activities. Previous environmental investigations have found both
petroleum and non - petroleum impacts in the soil and groundwater at the Site. To date, WSB has
prepared the following environmental reports associated with the Site:
rr Phase I Environmental Site Assessment, Block 34, Monticello, Minnesota 55362, and dated
November 19, 2014 (the 2014 Phase I ESA).
rr Phase I Environmental Site Assessment Update, Block 34, Monticello, Minnesota 55362, and
dated February 12, 2016 (the 2016 Phase I ESA Update).
rr Limited Phase II Environmental Site Assessment, Block 34, Monticello, Minnesota 55362, and
dated June 13, 2016 (the 2016 Limited Phase II ESA).
rr Limited Site Investigation, Former Philips 66 Station, Leak 19812, 100 Broadway East,
Monticello, MN 55362, and dated November 6, 2015 (the 2015 LSI).
Equal Opportunity Employer
wsbeng.com
Block 34 Water Utility Replacement
August 25, 2016
Page 2
Additionally, the following environmental report was submitted for the adjacent TH 25 at CSAH 75
Intersection Improvements Project located northwest of the Site:
rr Response Action /Construction Contingency Plan, TH 25 and CSAH 75 Intersection
Improvements, Monticello, Minnesota 55362, and dated July 29, 2015 (the 2015 RAP /CCP).
The above listed reports have been summited to the MPCA as documentation for Leak 19812, TH 25
at Broadway Street East improvements, and Leak 20142. Leak 19812 was issued site closure on
December 3, 2015 and the TH 25 at Broadway Street East intersection improvements project was
completed in July 2016. The Leak 20142 investigation is currently in progress.
Soil Screening
Northdale Construction Company of Albertville, Minnesota was contracted by the City to replace
the water utility at the Site. WSB provided excavation oversight and soil screening during
excavation activities on July 13 -14, 2016. Screening of the excavated soil was completed at regular
intervals (approximately 1 sample per 10 cubic yards) using a Mini Rae 3000 PID equipped with a
10.6 eV lamp. The maximum excavation depth for the utility replacement at the Site was
approximately 10 feet below grade.
Petroleum odor, staining, and elevated PID screening results were observed during excavation
activities on the northwestern portion of the excavation limits. A total of 21 PID readings were
collected at the Site. The PID results ranged from 0.0 to 76 parts per million (ppm) with two
elevated PID readings (71 and 76 ppm) were found at 4 feet below grade. A map showing the PID
grab locations and excavation limits along with a table summarizing PID screening results are
included in Attachment 2.
Soils with a petroleum odor, staining, and elevated PID results above 10 ppm were segregated and
stockpiled onsite and covered with of 10 -mil poly for further sampling /characterization and
disposal acceptance. The excavation was limited to areas required for utility replacement and no
additional excavation was completed for soil cleanup purposes.
Soil Sampling
WSB collected one stockpile sample (SP -1), one confirmation bottom sample (B- 1(6')) from the
base of the excavation, and two confirmation sidewall samples (S -1 (3') and S -2 (3')) from the
perimeter of the excavation on July 14, 2016. The samples were collected in general conformance
with MPCA guidelines and submitted to Ledged Technical Services, Inc. of St. Paul, MN for
laboratory analysis. Each soil sample was analyzed for diesel range organics (DRO) and benzene,
toluene, ethylbenzene, and xylene (BTEX). A map showing the confirmation sample locations and
the approximate location of the petroleum impacted soil removal area is included in Attachment 3.
Stockpile sample (SP -1) had a DRO concentration of 500 milligrams per kilogram (mg /kg) and an
ethylbenzene concentration of 0.38 mg /kg. No other compounds were detected in the stockpile soil
sample above the laboratory reporting limits. Stockpile analytical results were sent to Vonco II
Landfill in Becker, Minnesota for landfill disposal approval.
DRO was detected at a concentration of 12 mg /kg in sidewall sample S -1(3') and 7.6 mg /kg in
sidewall sample S- 2(3'). DRO was not detected above the laboratory reporting limit in the bottom
sample B- 1(6'). Additionally, no other compounds were detected above the laboratory reporting
Block 34 Water Utility Replacement
August 25, 2016
Page 3
limits in the confirmation samples. Laboratory analytical reports and chain -of- custody
documentation are included in Attachment 4.
Soil Disposal
Two dump truck loads totaling 37.84 tons of petroleum impacted soil was removed from the Site on
July 29, 2016 and disposed at Vonco II Landfill located in Becker, Minnesota. Copies of the final
signed waste manifests and associated weight tickets are included in Attachment 5.
Conclusion and Recommendations
The petroleum impacted soil found during the utility replacement project was consistent with the
2016 Limited Phase II ESA results. The highest DRO soil concentrations were found 4 feet below
grade at the northern portion of the Site. Additionally, the confirmation bottom soil sample
indicated the petroleum contamination does not extend below 6 feet at the excavation area and the
confirmation sidewall samples indicated only low level DRO remains in the soil at the excavation
area.
Since Leak 20142 identified at Block 34 is still open and pending further investigation, it is
recommended this letter report be submitted to the MPCA project manager as supplemental
documentation to the 2016 Limited Phase II ESA. The contents of this letter report will be useful
for future Leak 20142 investigation planning and scoping purposes.
If subsurface excavation is planned at the northern or western portions of the Site, it is
recommended that an environmental professional be onsite to assess soil for segregation, reuse,
and disposal purposes.
If you have any questions or need additional information, please contact me at 763- 231 -4854 or
rspencerOwsbeng.com.
Sincerely,
WSB & Associates, Inc.
Ryan Spencer
Senior Environmental Scientist
Enclosures:
Attachment 1
- Site Location Map and Replacement Plan Sheet
Attachment 2
- PID Locations, Excavation Limits, PID Results
Attachment 3
- Confirmation Sample Locations and Removal Area
Attachment 4
- Laboratory Reports
Attachment 5
- Waste Manifests and Weight Tickets
cc: Shibani Bisson, City of Monticello
Angela Schumann, City of Monticello
Eric Eckman, WSB & Associates, Inc.
ATTACHMENT 1
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ATTACHMENT 2
PID Locations, Excavation Limits, PID Results
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CITY OF Fgure 2 - PI Grab Sample Locations .
Monfice�o Block 34 Watermain Fbplacement � WSB
'0� Monticello, MN
02596 -100 0 40 80
Feet
AL 701 Xenia Avenue South, Suite 300
WSB Minneapolis, MN 55416
Tel: (763) 541 -4800 Fax: (763) 541-1700
- .com
&Associates, Ina wsben 9
Headspace Results
Drilling & Subsurface
Investigations
Job Name: Block 34 — Water Utility WSB Project No.: 2596 -100 Date: 7 -13 -16
Replacement
EXCAVATOR:
SCIENTIST:
BORING NUMBER:
AMBIENT AIR TEMPERATURE:
PID LAMP VOLTAGE/INSTRUMENT TYPE:
CALIBRATED:
Northdale Construction
David Mueller
N/A
85
10.6
YES (x) NO ( )
SAMPLE #
DEPTH (ft.)
TIME
PID READING
(ppm)
NOTES
1
4
745
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2
4
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3
6
800
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4
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COMMENTS:
AL 701 Xenia Avenue South, Suite 300
WSB Minneapolis, MN 55416
Tel: (763) 541 -4800 Fax: (763) 541-1700
- .com
&Associates, Ina wsben 9
Headspace Results
Drilling & Subsurface
Investigations
Job Name: Block 34 - Water Utility WSB Project No.: 2596 -100 Date: 7 -14 -16
Replacement
EXCAVATOR:
SCIENTIST:
BORING NUMBER:
AMBIENT AIR TEMPERATURE:
PID LAMP VOLTAGE/INSTRUMENT TYPE:
CALIBRATED:
Northdale Construction
David Mueller
85
10.6
YES (x) NO ( )
SAMPLE #
DEPTH (ft.)
TIME
PID READING
(ppm)
NOTES
5
4
800
0.1
East of north well
6
8
805
0.1
Dark fill, no odors
7
8
815
0.1
8
8
835
0.1
9
8
945
0.1
10
8
900
0.2
11
8
930
0.1
12
8
945
0.0
13
8
1030
0.0
14
4
1100
71.0
Petroleum odor
15
4
1100
0.4
16
4
1115
76.5
Petroleum odor
17
8
1230
0.0
18
10
1235
0.0
Near Phase II boring B -2
19
10
1240
0.0
20
10
1245
0.0
21
10
1250
0.0
COMMENTS:
ATTACHMENT 3
Confirmation Sample Locations and Removal Area
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iz
CITY OF Figure 3 - Confirmation Sample Locat
Block 34 Watermain Fbplacement
Mont lce O Monticello, MN
1 G 02596 -100
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Legend
O Sidewall Samples
O Bottom Samples
Excavation Limits
® Removed Petroleum Impacted Soil Area
s
•
. T
iz
CITY OF Figure 3 - Confirmation Sample Locat
Block 34 Watermain Fbplacement
Mont lce O Monticello, MN
1 G 02596 -100
C
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WSB
ATTACHMENT 4
Laboratory Reports
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r o up - c m
July 18, 2016
Mr. David Mueller
WSB & Associates, Inc.
701 Xenia Avenue South, Suite 300
Minneapolis, MN 55416
Work Order Number: 1603084
RE: Analytical Services
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
Enclosed are the results of analyses for samples received by the laboratory on 07/14/16. If you have any questions concerning
this report, please feel free to contact me.
Results are not blank corrected unless noted within the report. Additionally, all QC results meet requirements unless noted.
All samples will be retained by Legend Technical Services, Inc., unless consumed in the analysis, at ambient conditions for 30
days from the date of this report and then discarded unless other arrangements are made. All samples were received in
acceptable condition unless otherwise noted.
All test results and QC meet requirements of the 2003 NELAC standard.
MDH ( NELAP) Accreditation #027 - 123 -295
Prepared by,
LEGEND TECHNICAL SERVICES, INC
Bach Pham
Client Manager II
bpham @legend - group.com
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced in
its entirety.
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
ANALYTICAL REPORT FOR SAMPLES
Sample ID Laboratory ID Matrix Date Sampled Date Received
SP -1 1603084 -01 Soil 07/14/1610:30 07/14/16 16:02
Shipping Container Information
Default Cooler Temperature ( °C): 4.9
Received on ice: Yes Temperature blank was present Received on ice pack: No
Received on melt water: No Ambient: No Acceptable (IH /ISO only): No
Custody seals: No
Case Narrative:
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 2 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
DR018015D
Legend Technical Services, Inc.
IAnalyte Result RL MDL Units Dilution Batch Prepared Analyzed Method Notes I
SP -1 (1603084 -01) Soil Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
Diesel Range Organics 500 40 8.5 mg /kg dry 5 136G1503 07/15/16 07/15/16 WI(95) DRO D -04
Surrogate: Triacontane (C -30) 83.8 70 -130 % "
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 3 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 4 of 10
WI(95) GRO18015D
Legend Technical Services, Inc.
Analyte
Result
RL MDL Units Dilution Batch Prepared Analyzed Method Notes
SP -1 (1603084 -01) Soil
Sampled: 07/14/16 10:30
Received: 07/14/16 16:02
Benzene
<0.029
0.029 0.0047 mg /kg dry 1 B6G1412 07/14/16 07/14/16 WI(95) GRO
Ethylbenzene
0.038
0.038 0.012 mg /kg dry 1 "
Toluene
<0.029
0.029 0.0047 mg /kg dry 1 "
Xylenes (total)
<0.087
0.087 0.0093 mg /kg dry 1 "
Surrogate:4- Fluorochlorobenzene 108
80 -150 % "
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 4 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
PERCENT SOLIDS
Legend Technical Services, Inc.
Analyte Result RL MDL Units Dilution Batch Prepared Analyzed Method Notes
SP -1 (1603084 -01) Soil Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
% Solids 86 % 1 136G1512 07/15/16 07/15/16 % calculation
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 5 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
DRO/8015D - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
Analyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G1503 - Sonication (Wisc DRO)
Blank (B6G1503 -BLK1) Prepared & Analyzed: 07/15/16
Diesel Range Organics < 8.0 8.0 1.7 mg /kg wet
Surrogate: Triacontane (C -30) 12.3 mg /kg wet 16.0 77.2 70 -130
LCS (B6G1503 -BS1) Prepared & Analyzed: 07/15/16
Diesel Range Organics 58.8 8.0 1.7 mg /kg wet 64.0 91.8 70 -120
Surrogate: Triacontane (C -30) 12.0 mg /kg wet 16.0 74.9 70 -130
LCS Dup (B6G1503 -BSD1) Prepared: 07/15/16 Analyzed: 07/16/16
Diesel Range Organics 62.9 8.0 1.7 mg /kg wet 64.0 98.3 70 -120 6.88 20
Surrogate: Triacontane (C -30) 12.8 mg /kg wet 16.0 80.2 70 -130
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 6 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
T01 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
WI(95) GRO /8015D - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
,nalyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G1412 - EPA 5035 Soil (Purge and Trap)
Source: 1603114 -02
Blank (B6G1412 -BLK1)
Benzene
91.6
Prepared & Analyzed: 07/14/16
Benzene
< 0.025 0.025
0.0040 mg /kg wet
ug /L
Ethylbenzene
< 0.033 0.033
0.010 mg /kg wet
ug /L
Toluene
< 0.025 0.025
0.0040 mg /kg wet
ug /L
Xylenes (total)
< 0.075 0.075
0.0080 mg /kg wet
Surrogate:4- Fluorochlorobenzene
17.6
ug /L
20.0 88.0 80 -150
LCS (B6G1412 -BSI)
Prepared & Analyzed: 07/14/16
Benzene
98.4
ug /L
100 98.4 80 -120
Ethylbenzene
101
ug /L
100 101 80 -120
Xylenes (total)
314
ug /L
300 105 80 -120
Surrogate:4- Fluorochlorobenzene
19.6
ug /L
20.0 98.1 80 -150
LCS Dup (B6G1412 -BSD1)
Source: 1603114 -02
Prepared & Analyzed: 07/14/16
Benzene
91.6
ug /L
100 91.6 80 -120 7.16 20
Ethylbenzene
90.9
ug /L
100 90.9 80 -120 10.1 20
Xylenes (total)
282
ug /L
300 93.9 80 -120 10.8 20
Surrogate:4- Fluorochlorobenzene
18.9
ug /L
20.0 94.4 80 -150
Matrix Spike (B6G1412 -MS1)
Source: 1603114 -02
Prepared: 07/14/16 Analyzed: 07/15/16
Benzene
99.0
ug /L
100 < 99.0 80 -120
Ethylbenzene
98.7
ug /L
100 0.466 98.3 80 -120
Xylenes (total)
307
ug /L
300 0.550 102 80 -120
Surrogate:4- Fluorochlorobenzene
21.2
ug /L
20.0 106 80 -150
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 7 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
PERCENT SOLIDS - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
Analyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G1512 - General Preparation
Duplicate (B6G1512 -DUP1) Source: 1603086 -02 Prepared & Analyzed: 07/15/16
% Solids 93.0 % 93.0 0.00 20
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 8 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603084
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 07/18/16
Notes and Definitions
D -04 The hydrocarbons present are a complex mixture of diesel range and heavy oil range organics.
< Less than value listed
dry Sample results reported on a dry weight basis
NA Not applicable. The %RPD is not calculated from values less than the reporting limit.
MDL Method Detection Limit; Equivalent to the method LOD (Limit of Detection)
RL Reporting Limit
RPD Relative Percent Difference
LCS Laboratory Control Spike = Blank Spike (BS) = Laboratory Fortified Blank (LFB)
MS Matrix Spike = Laboratory Fortified Matrix (LFM)
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 9 of 10
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pop LEGEND TE=CHNICAL SERVICES, INC
88 bripae Drive, Sl. Paul, MIN 55103 • Telephone: 651 -642 -1154. Fax 651-642-1239
CHAIN-OF-CUSTODY RECORD
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L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r o up - c m
August 05, 2016
Mr. David Mueller
WSB & Associates, Inc.
701 Xenia Avenue South, Suite 300
Minneapolis, MN 55416
Work Order Number: 1603085
RE: Analytical Services
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
Enclosed are the results of analyses for samples received by the laboratory on 07/14/16. If you have any questions concerning
this report, please feel free to contact me.
Results are not blank corrected unless noted within the report. Additionally, all QC results meet requirements unless noted.
All samples will be retained by Legend Technical Services, Inc., unless consumed in the analysis, at ambient conditions for 30
days from the date of this report and then discarded unless other arrangements are made. All samples were received in
acceptable condition unless otherwise noted.
All test results and QC meet requirements of the 2003 NELAC standard.
MDH ( NELAP) Accreditation #027 - 123 -295
Prepared by,
LEGEND TECHNICAL SERVICES, INC
Bach Pham
Client Manager II
bpham @legend - group.com
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced in
its entirety.
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
ANALYTICAL REPORT FOR SAMPLES
Sample ID Laboratory ID Matrix Date Sampled Date Received
B -1 (6')
1603085 -01
Soil
07/14/16 10:30
07/14/16 16:02
S -1 (3')
1603085 -02
Soil
07/14/16 10:30
07/14/16 16:02
S -2 (3')
1603085 -03
Soil
07/14/16 10:30
07/14/16 16:02
Shipping Container Information
Default Cooler Temperature ( °C): 4.9
Received on ice: Yes Temperature blank was present Received on ice pack: No
Received on melt water: No Ambient: No Acceptable (IH /ISO only): No
Custody seals: No
Case Narrative:
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 2 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
DR018015D
Legend Technical Services, Inc.
IAnalyte
Result RL
MDL Units Dilution
Batch
Prepared
Analyzed
Method Notes I
B -1 (6') (1603085 -01) Soil
Sampled: 07/14/16 10:30
Received: 07/14/16 16:02
Diesel Range Organics
<7.6 7.6
1.6 mg /kg dry 1
136G1503
07/15/16
07/15/16
WI(95) DRO
Surrogate: Triacontane (C -30)
77.6
70 -130 %
"
S -1 (3') (1603085 -02) Soil
Sampled: 07/14/16 10:30
Received: 07/14/16 16:02
Diesel Range Organics
12 7.5
1.6 mg /kg dry 1
136G1503
07/15/16
07/15/16
WI(95) DRO L1
Surrogate: Triacontane (C -30)
79.4
70 -130 %
"
S -2 (3') (1603085 -03) Soil
Sampled: 07/14/16 10:30
Received: 07/14/16 16:02
Diesel Range Organics
7.6 7.2
1.5 mg /kg dry 1
136G1503
07/15/16
07/15/16
WI(95) DRO L1
Surrogate: Triacontane (C -30)
80.4
70 -130 %
"
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 3 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
S -1 (3') (1603085 -02) Soil
Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
WI(95) GRO18015D
Benzene
<0.025
Legend Technical Services, Inc.
Analyte
Result
RL MDL Units Dilution Batch Prepared Analyzed Method Notes
B -1 (6') (1603085 -01) Soil
Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
Benzene
<0.024
0.024 0.0039 mg /kg dry 1 B6G2703 07/27/16 07/28/16 WI(95) GRO
Ethylbenzene
<0.032
0.032 0.0097 mg /kg dry 1 "
Toluene
<0.024
0.024 0.0039 mg /kg dry 1 "
Xylenes (total)
<0.072
0.072 0.0077 mg /kg dry 1 "
Surrogate:4- Fluorochlorobenzene 123
80 -150 % "
S -1 (3') (1603085 -02) Soil
Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
Benzene
<0.025
0.025
0.0040
mg /kg dry
1 B6G2703 07/27/16 07/28/16 WI(95) GRO
Ethylbenzene
<0.033
0.033
0.010
mg /kg dry
1 "
Toluene
<0.025
0.025
0.0040
mg /kg dry
1 "
Xylenes (total)
<0.075
0.075
0.0080
mg /kg dry
1 "
Surrogate:4- Fluorochlorobenzene 121
80 -150 %
"
S -2 (3') (1603085 -03) Soil
Sampled: 07/14/16 10:30
Received: 07/14/16
16:02
Benzene
<0.027
0.027
0.0043
mg /kg dry
1 B6G2703 07/27/16 07/28/16 WI(95) GRO
Ethylbenzene
<0.035
0.035
0.011
mg /kg dry
1 "
Toluene
<0.027
0.027
0.0043
mg /kg dry
1 "
Xylenes (total)
<0.081
0.081
0.0086
mg /kg dry
1 "
Surrogate:4- Fluorochlorobenzene 119
80 -150 %
"
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 4 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
PERCENT SOLIDS
Legend Technical Services, Inc.
Analyte Result RL MDL Units Dilution Batch Prepared Analyzed Method Notes
B -1 (6') (1603085 -01) Soil Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
% Solids 95 % 1 136G1512 07/15/16 07/15/16 % calculation
S -1 (3') (1603085 -02) Soil Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
% Solids 93 % 1 136G1512 07/15/16 07/15/16 % calculation
S -2 (3') (1603085 -03) Soil Sampled: 07/14/16 10:30 Received: 07/14/16 16:02
% Solids 93 % 1 136G1512 07/15/16 07/15/16 % calculation
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 5 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
DRO/8015D - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
Analyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G1503 - Sonication (Wisc DRO)
Blank (B6G1503 -BLK1) Prepared & Analyzed: 07/15/16
Diesel Range Organics < 8.0 8.0 1.7 mg /kg wet
Surrogate: Triacontane (C -30) 12.3 mg /kg wet 16.0 77.2 70 -130
LCS (B6G1503 -BS1) Prepared & Analyzed: 07/15/16
Diesel Range Organics 58.8 8.0 1.7 mg /kg wet 64.0 91.8 70 -120
Surrogate: Triacontane (C -30) 12.0 mg /kg wet 16.0 74.9 70 -130
LCS Dup (B6G1503 -BSD1) Prepared: 07/15/16 Analyzed: 07/16/16
Diesel Range Organics 62.9 8.0 1.7 mg /kg wet 64.0 98.3 70 -120 6.88 20
Surrogate: Triacontane (C -30) 12.8 mg /kg wet 16.0 80.2 70 -130
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 6 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
T01 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
WI(95) GRO /8015D - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
,nalyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G2703 - EPA 5035 Soil (Purge and Trap)
Source: 1603085 -01
Prepared: 07/27/16 Analyzed: 07/28/16
Benzene
Blank (B6G2703 -BLK1)
Benzene
97.4
Prepared & Analyzed: 07/27/16
100 97.4 80 -120
Benzene
< 0.025 0.025
0.0040 mg /kg wet
90.9
ug /L
100 90.9 80 -120
Ethylbenzene
< 0.033 0.033
0.010 mg /kg wet
100
ug /L
100 100 80 -120
Toluene
< 0.025 0.025
0.0040 mg /kg wet
283
ug /L
300 94.2 80 -120
Xylenes (total)
< 0.075 0.075
0.0080 mg /kg wet
24.2
ug /L
20.0 121 80 -150
Surrogate:4- Fluorochlorobenzene
22.2
ug /L
20.0
111
80 -150
LCS (B6G2703 -BSI)
Prepared & Analyzed: 07/27/16
Benzene
98.2
ug /L
100
98.2
80 -120
Ethylbenzene
95.0
ug /L
100
95.0
80 -120
Toluene
103
ug /L
100
103
80 -120
Xylenes (total)
298
ug /L
300
99.3
80 -120
Surrogate:4- Fluorochlorobenzene
24.5
ug /L
20.0
123
80 -150
LCS Dup (B6G2703 -BSD1)
Source: 1603085 -01
Prepared: 07/27/16 Analyzed: 07/28/16
Benzene
93.1
Benzene
97.4
ug /L
100 97.4 80 -120
0.822
20
Ethylbenzene
90.9
ug /L
100 90.9 80 -120
4.38
20
Toluene
100
ug /L
100 100 80 -120
2.97
20
Xylenes (total)
283
ug /L
300 94.2 80 -120
5.22
20
Surrogate:4- Fluorochlorobenzene
24.2
ug /L
20.0 121 80 -150
ug /L
20.0
Matrix Spike (B6G2703 -MS1)
Source: 1603085 -01
Prepared: 07/27/16 Analyzed: 07/28/16
Benzene
93.1
ug /L
100
<
93.1
80 -120
Ethylbenzene
87.1
ug /L
100
0.606
86.5
80 -120
Toluene
95.8
ug /L
100
0.368
95.4
80 -120
Xylenes (total)
268
ug /L
300
1.43
89.0
80 -120
Surrogate:4- Fluorochlorobenzene
23.6
ug /L
20.0
118
80 -150
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 7 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
PERCENT SOLIDS - Quality Control
Legend Technical Services, Inc.
Spike Source %REC %RPD
Analyte Result RL MDL Units Level Result %REC Limits %RPD Limit Notes
Batch B6G1512 - General Preparation
Duplicate (B6G1512 -DUP1) Source: 1603086 -02 Prepared & Analyzed: 07/15/16
% Solids 93.0 % 93.0 0.00 20
Legend Technical Services, Inc. The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 8 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r❑ up - c m
88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
WSB & Associates, Inc. Project: Analytical Services
701 Xenia Avenue South, Suite 300 Project Number: 2596 -100 Work Order #: 1603085
Minneapolis, MN 55416 Project Manager: Mr. David Mueller Date Reported: 08/05/16
Notes and Definitions
L1 Results in the diesel organics range are primarily due to overlap from a heavy oil range product.
< Less than value listed
dry Sample results reported on a dry weight basis
NA Not applicable. The %RPD is not calculated from values less than the reporting limit.
MDL Method Detection Limit; Equivalent to the method LOD (Limit of Detection)
RL Reporting Limit
RPD Relative Percent Difference
LCS Laboratory Control Spike = Blank Spike (BS) = Laboratory Fortified Blank (LFB)
MS Matrix Spike = Laboratory Fortified Matrix (LFM)
Legend Technical Services, Inc.
The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 9 of 10
L E G E N D
Technical Services, Inc.
w w w. I e g e n d- g r o u p. c o rn
N
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88 Empire Drive
St Paul, MN 55103
Tel: 651 - 642 -1150
Fax: 651 - 642 -1239
Legend Technical Services, Inc.
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The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 10 of 10
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The results in this report apply to the samples analyzed in accordance with
the chain of custody document. This analytical report must be reproduced
in its entirety.
Page 10 of 10
ATTACHMENT 5
Waste Manifests and Weight Tickets
Vonco 1!
15301 140th Ave SE
Becker, MN 55308
{763} 262 -8662
013494
Northdal.e Construction Co Inc
9760 71st Street NE
Contract: 16-234-0 2596-100/Block 34 Monticello
Reference:
Scale In
GROSS 67,780.00 LB Tare Out
TARE 29,240.00 LB
NET 38,540.00 LB 19.27 TN
Quantity
Description Rate
19.27 TN
Contaminated Soils - Petrc
1.00
Environmental Fee
1.00
Sherburne County - CD
1.00
Sherburne County - IW
TICKET #:
567070
Operator:
Jm usseh 1
I n :
0712912016 9:41 am
Cut:
07/29/2016 9 :41 am
Vehicle:
YBN3749
INBOUND
INVOICE
Work Order#: 0
Cell: 2C
Signature:
Extension Tax
Total
VONCO 11, LLC,
PHONE: 763- 262 -8662 FAX: 763-262-3299
MPCA PERMIT 8W589
INDUSTRIAL/NON- HAZARDOUS MATERIAL TRANSPORT AND DISPOSAL MANIFEST
1. Work site Name Block 34 - Monticello PROFILE #: 16 -234 -D
Address 130 Broadway East CUSTOMER #:
Monticello, MN 55362 3• Waste Disposal site VONCO 11, LLC.
City, St., Zip Mailing Address 15301 -140th Ave. S.E.
Contact's Name Jeff O'Neil
City, St., lip Becker, MN 55308
Contact's Phone No. 763- 295`2711 Physical Site Location 2.5 miles west frorn Co. Rd. 11
(Be Specific) on Sherburne Ave. at Jct. of
G 2. Consultant/Contractor WS & Associates, Inc .140th Ave. S.E.
E Address 701 Xenia Avenue South, Ste 300 4. Responsible Agency MN Pollution Control Agency
N city, st., zip Minneapolis, MN 55416 Address 520 Lafayette Road
E Operator's Phone
763 - 287 -7162 city, St., zip St. Paul, MN 55155 -3898
R 5. Description of Materials S. Containers (No. -Type) 7. Total Quantity (ml or yd)
A Contaminated soil - diesel Side /End Dump 30 CY
T
O
R
S. Special Handling.lnstructions and Additional Information 9. Disposal Cell Demo
Emergency Contact - Ryan Spencer 612 -723 -3644
10. GENERATOR'S CERTIFICATION: I hereby declare that the contents of this consignment are fully and accurately described above
by proper shipping name and are classified, packed, marked, and labeled, and are in all respects in proper condition for transport by
highway according to applicable international and governmental regulations. The above listed materials)) is (tar not a hazardous
waste as defined by 40 CFR P 61 or any applic late law.
Name & Title (Printed or Typed) art P Signal Date
-
T 11. Transporter 1 (Acknowledgement of receipt of materials)
R
A Nameliitle�f'll1Iy . I��� 61� - Signatur .�- Date "R
N
S Address City, St, Zip Phone No.
0 12. Transporter 2 (Acknowledgement of receipt of materials)
TNamemtls Signatw Date
Address City, St., Zip Phone No
DISPOSAL Siff 14. Waste Disposal Site Owner or Operator: Certification of receipt of non - hazardous
13. ` materials covered by this manifest except as noted in item 13.
Tons: f Yards: Name /title (Printed or Typed
Ticket #, - v�� Signature Date �✓ ��
r OMTRAr:TnR . WHrrE= TAANRPC)RTE -A - CIANARV WASTE✓ DISPOSAL SITE - PINK GENERATORIOPERATOFA � GOLD
Vonco li
15301 140th Ave SE
Becker, k!.1 553(-)�
(763) 262 -8662
013494
Northdale Construction Co Inc
9760 71st Street NE
Contract: 16 -234 -D 2596- 100113Iock 34 Monticello
Reference:
Scale In
GROSS 63,460.00 LB Tare out
TARE 26,320.00 LB
NET 37,140.00 LB 18.57 TN
Quantity Description Rate
18.57 TN Contaminated Soils - Petrc
1.00 Environmental Fee
1.00 Sherburne County - CD
1,00 Sherburne County - IW
TICKET #:
Operator:
In:
Out:
Vehicle:
INBOUND
INVOICE
Work Order#: 0
Cell: 213
Signature:
567055
Jmussehl
07/29/2016 9:11 am
0712912016 9:11 am
YBL1506
Extension Tax
Total
VONCO 11, LLC.
PHONE: 763-262-8662 FAX: 763-262-3299
MPCA PERMI 1 SW580
INDUSTRIAL/NON- HAZARDOUS MATERIAL TRANSPORT AND DISPOSAL MANIFEST
CONTRACTOR- WHITE TRANSPORTER - CANARY WASTE DISPOSAL St- P& GENERATORiOPERATOR -'GOLD
PROFILE #: 16 -234 -D
1. Work Site Name Block 34 - Monticello
130 Broadway East
CUSTOMER #:
Address
city, 5t., Zip Monticello, MN 55362
3. Waste: Disposal site VONCO 11, LLQ
Mailing Address 15301 -140th Ave. S.E.
Contact's Name Jeff O'Neil
City, St., Zip Becker, MN 55308
Contact's Phone No. 763- 295 -2711
Physical Site Location 2.5 miles west frorn Co. Rd. 11
(Be Specific) an Sherburne Ave. at Jct, of
G
2. Consultant/Contractor WSB AsSOCIateS, Inc
140th Ave. S, E.
E
Address 701 Xenia Avenue South, Ste 300
4. Responsible Agency MN Pollution Control Agency
N
city, St., Zlp Minneapolis, MN 55416
Address 520 Lafayette Road
E
Operator's Phone 763- 287 -7162
city, St., Zip St. Paul, MN 55155 -,3898
S. Description of Materials
S. Containers (No.-Type)
7. Total 4uandty (m$ or yd')
Contaminated soil - diesel
Side /End Dump
30 CY
A
T
4
R
S. Special Handling Instructions and Additional information
9. Disposal cell Demo
Emergency Contact - Ryan Spencer 612- 723 -3644
10. GENERATOR'S CERTIFICATION: I hereby declare that the contents of this consignment are fully and accurately described above
by proper shipping name and are classified, packed, marked, and labeled, and are in all respects in proper condition for transport by
highway according to applicable international and governmental regulations. The above listed material(s) Is ( ) not a hazardous
waste as defined by 40 CFR P 261 or an app ' bie state law.
Name & Title (Printed or Typed) Signat Date -
T
11. Transporter 1 (Acknowledgement of receipt of materials)
At4ame/Title
ZV,6 , P�Q/� ° 0,-; Lc Signature 'G! -Date -7- z V6
N
S
Address City, St., Zip Phone No.
0
12. Transporter 2 (Acknowledgement of receipt of materials)
Namefritle Signature Date
RAddress
City, St., Zip , Phone No.
DISPOSAL SITE
14. Waste Disposal Site Owner or Operator: Certification of receipt of non - hazardous
13,
materials covered by this manifest except as noted in item 13.
Tons: C �. S� Yards:
Namelritle (Printed or Typed)
Signature Date
Ticket #:
CONTRACTOR- WHITE TRANSPORTER - CANARY WASTE DISPOSAL St- P& GENERATORiOPERATOR -'GOLD
Minnesota Pollution Control Agency
520 Lafayette Road North I St Paul, Minnesota 55155.4194 1 651- 296 -6300
800-657-3864 Use your preferred relay service I info.pca@staMrnn.us I Equal opportunity Employer
July 20, 2015
.Ms. Angela Schumann
'City of Monitcello
505 Walnut St, STE# 1
Monticello, MN 55362
RE: Petroleum Storage Tank Release
Site: Former Municipal Gas Facility, 130 Broadway East, Monticello, Wright County 55362
MPCA Site ID: LS0020142
Dear Ms. Schumann:
The Minnesota Pollution Control Agency (MPCA) has learned there was-a petroleum tank release at the
Site referenced above. As the owner /operator of the tank(s), you are responsible for the contamination
caused by the release. According to state law, you must investigate and, if necessary, clean up the
contamination.
Your first step
Complete and submit the enclosed Leaksite Ownership Form within 30 days. If you believe that you are
not legally responsible for the release, please contact me immediately.
Definition of legally responsible:
You are considered legally responsible for a petroleum tank release if you owned or operated
the tank either during or after the release, unless specifically exempted under the law.
See Minn. Stat. §1150.021.
Next steps
Hire a qualified environmental consulting firm to help you investigate and address the contamination.
A site investigation must fully define the extent and magnitude of the soil and /or groundwater
contamination caused by the release. Investigation and cleanup guidance docurnents, standardized
report forms, and related information are located at the following website:
htt s: www. ca.state.mn.us waste etroleum-remediation- ro ram. Once the investigation is
complete, your consultant should summarize the results in an MPCA report form, including a
recommendation for additional investigation or monitoring, corrective action, or site closure. If your
site is high priority (see below), you must submit the report to the MPCA within 90 days of the date of
this letter. For all other sites, you must submit the report within 10 months.
High- priority sites have one or more of the following conditions. See guidance document 1 -01 Petroleum
Remediation Program General Policy for detailed descriptions of each condition. If you are uncertain
whether your site is high priority, please contact me.
• Existing or high risk of drinking water contamination
• Existing or high risk of vapor intrusion into occupied buildings or risk of explosive vapor buildup
• Surface water impacts
• Recent or ongoing releases
• Petroleum free product
Paying for the work
The Minnesota Petrofund helps tank owners and operators, and volunteer property owners, pay for the
cost of investigating and cleaning up contamination from petroleum tank releases. You will receive a
Ms. Angela Schumann
Page 2
July 20, 2016
separate mailing from the Minnesota Department of Commerce, which administers the Petrofund,
explaining eligibility criteria and how to apply for reimbursement. Please note that applicants are required
to use an environmental consulting firm registered with the Petrofund and. obtain written competitive bids.
Read the Petrofund mailing thoroughly so you know how to be eligible for the maximum reimbursement.
Please respond
Your timely response is important. If you do not submit the completed Leaksite Ownership Form within 30'
days, the MPCA will assume that you do not intend to comply and will begin enforcement actions. Also,
please be aware that failure to cooperate in a timely mahner will reduce your reimbursement from the
Petrofund. Finally, should you fail to take necessary. corrective actions, the MPCA may take them on your
behalf and request the Petrofund to recover the costs from you.
If you have questions about this letter or the MPCA's requirements, please contact me at 507- 476 -4260 or
nancy.hennen @state.mn.us. Additional contact information is listed below.
Sincerely,
Nancy Hennen
Project Manager
Petroleum Remediation and Redevelopment Section
Remediation Division
NH:kg
Enclosures
Cc: Jennifer Schreiber, Clerk, City of Monticello
Daryl Gilles, Fire Chief, City of Monticello
Sean Riley, Administrator, Planning/Zoning, Wright County
Ryan -, §Sp9,9cerwASi3 andrA,ssaeiates; Minneapolisf
Ginger Commodore, Department of Commerce (ec)
Contacts and more information:
Please have your MPCA Site ID available when calling about your site
MPCA Project Manager for this site: 507- 476 -4260 or nancy.hennen @state.mn.us
Petrofund: Reimbursement questions? 651 -539 -1515 or 800 -638 -0418,
or go to http://mn.gov/commerce/industries/fuel/petrofund/index.isp
MPCA Petroleum Remediation Program guidance documents:
htt www. ca.state.mn.us index. h waste waste - and - cleanu cleanu cleanu - uidance.html
MPCA Brownfields Program: Selling or redeveloping contaminated property?
Go to http://www.pca.state.mn.us/lupg7f9
EDA Agenda - 09/14/16
12. Consideration of a GMEF Loan Concept for We Thrive Fitness (JT)
A. REFERENCE AND BACKGROUND:
The EDA is asked to consider and offer direction to staff regarding a concept of a GMEF
loan to We Thrive Fitness to cover the funding gap associated with the purchase and
redevelopment of the Fred's Auto Property located at 349 West Broadway Avenue. Ms.
Leffingwell has received a commitment for a loan for the purchase and redevelopment of
the property from a bank in Elk River in the amount of $80,000. The remaining balance
needing to be funded to cover all improvements and hazardous material abatement is
approximately $50,000 + / -. She has indicated a willingness to put in 10 percent of the
total project costs with that amount equaling $13,000. That leaves a remaining funding
gap of $37,000 + / -. She is asking the EDA to consider funding half of that amount,
$18,500 via the GMEF with the other $18,500 to be borrowed from the Initiative
Foundation.
Under this concept, the EDA and the Initiative Foundation would share a 2nd mortgage
lien security position on the real property. An inter - creditor between the EDA and
Initiative Foundation may also be a possible document as part of the concept.
Obtaining the gap funding will be crucial for We Thrive to move ahead with the property
purchase and redevelopment project. To date, the funding search is causing a delay in the
desired and optimal timeline for the moving forward on the project. It is likely that the
delays will result in a request for an amendment of the Purchase and Redevelopment
Agreement extending the timeline for conveyance of the property being presented at the
October EDA meeting.
It should be noted that if the EDA endorses the proposed loan concept, Ms. Leffingwell
will be required to fill out the GMEF loan application which will then be a separate
consideration for the EDA at an upcoming meeting.
Al. Staff Impact: Minimal, limited to preparation of the report and internal
staff discussion
A2. Budget Impact: There is no budget impact a a result of discussing the loan
concept.
B. ALTERNATIVE ACTIONS:
1. No motion required; discussion only; feedback desired regarding the funding concept
2. Motion of other.
C. STAFF RECOMMENDATION:
Staff recommends alternative 1.
A SUPPORTING DATA:
N/A
EDA Agenda — 09/14/16
13. Consideration of Director's Report (JT)
A. REFERENCE AND BACKGROUND:
Activities that warrant a brief comment in the month include:
1. Follow up contact with Bill Gorton, Keller Williams, regarding Block 34 and 52
2. Several business site visits completed
3. Continued assistance to Merrill Busch for residential housing development concept at
Rand House property
4. Event: Initiative Foundation 30 Year Anniversary Event — Friday, October 7, 2016
5p.m. to 8:30 p.m. River's Edge Convention Center in St. Cloud, MN.
Al. STAFF IMPACT: No unusual staff impact; normal business activity
A2. BUDGET IMPACT: No extraordinary budget impact; normal budgeted business
costs.
B. ALTERNATIVE ACTIONS:
1. None requested or required
2. Motion if the EDA feels direction is needed on items 1 -4
C. STAFF RECOMMENDATION:
No recommendation requested; information presented as an update and /or discussion
D. SUPPORTING DATA:
A. Initiative Foundation 30 Year Anniversary Event Flyer
2016 Initiative Foundation 30 -Year Celebration
2016 Initiative Foundation
30 -YEAR CELEBRATION
( /whatifmn /)
THE EVENT ( /WHATIFMN /EVENT /)
SPONSORSHIP ( /WHATIFMN /SPONSORSHIP /)
TICKETS ( /WHATIFMN /TICKETS /) THE VENUE ( /WHATIFMN /VENUE /)
THE HISTORY ( /WHATIFMN /HISTORY /)
PAST RECOGNITION ( /WHATIFMN /PAST - RECOGNITION /)
JOIN US FOR OUR
30 -YEAR CELEBRATION
FRIDAY, OCT. 7, 2016
5 to 8:30 P.M.
River's Edge Convention Center, St. Cloud
Get Your Tickets
( /whatifmn /tickets /)
Sponsorship Opportunities
( /whatifmn /sponsorship /)
https://www.ifound.org/whatifmn
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9/7/2016
2016 Initiative Foundation 30 -Year Celebration
LEGACY SPONSORS
=-I MWIN D1
WENNELt&VO, (http://www.swcocl2as.com/)
CERTIFIED PUBLIC ACCOUNTANTS
& BUSINESS CONSULTANTS
Brei. - h
tt s. / /www.bremer.com/
Ba4f,11.k
RECEPTION SPONSOR
100
(http: / /www.gpmLaw.com /)
INVESTOR SPONSORS
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2016 Initiative Foundation 30 -Year Celebration
your organization's logo here
LEARN MORE
( /whatifmn /sponsorship /)
EXECUTIVE SPONSORS
your organization's logo here
LEARN MOPE >
( /whatifmn /sponsorship /)
SHARE YOUR "What if !" VISION FOR
CENTRAL MINNESOTA
Tag us on Facebook (aifound or Twitter (uifoundmn and use the
hashtag #WhatlfMN
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2016 Initiative Foundation 30 -Year Celebration
(877) 632 -9255 (te1:8776329255) • info@ifound.org (maiko:info@ifound.org)
6 -201
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Copyright 2016 Initiative Foundation. All rights reserved.
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