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EDA Agenda 06-12-2013EDA MEETING Wednesday, June 12th, 2013 6:00 p.m. Mississippi Room - 505 Walnut Street, Monticello, MN TIF 1 -22 Area Tour 5:00 PM Meet at City Hall Offices Commissioners: President Bill Demeules, Vice President Bill Tapper, Treasurer Tracy Hinz, Vice Treasurer Matt Frie, Rod Dragsten and Council members Tom Perrault and Brian Stumpf Staff: Executive Director Jeff O'Neill, Wayne Oberg, Angela Schumann 1. Call to Order. 2. Approve Meeting Minutes: a. May 8th, 2013 - Spec Meeting Minutes (to be provided) b. May 8th, 2013 - Regular Meeting Minutes 3. Consideration of additional agenda items. 4. Consideration of approving payment of bills. 5. Consideration to review a Greater Monticello Enterprise Fund loan application for Culver's Monticello and to direct preparation of loan documents. 6. Consideration to approve a contract with WSB & Associates for Market Matching Economic Development Services. 7. Consideration of TIF 1 -22 investment planning and appointment of an EDA sub- committee for the purpose of developing a strategy for acquisitions as related to Embracing Downtown. 8. Consideration of Director's Report. 9. Adjourn. MINUTES SPECIAL MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) May 8, 2013 - 5 p.m. – Mississippi Room Commissioners Present: Bill Demeules, Bill Tapper, Tracy Hinz, Rod Dragsten, Tom Perrault Commissioners Absent: Matt Frie, Brian Stumpf Others: Jeff O’Neill, Angela Schumann, Wayne Oberg, Clint Herbst, Glen Posusta, Brad Fyle, Joni Pawelk, Brett Weiss, Brian Bourassa, John Uphoff, Steve Johnson, Ollie Koropchak, Charles Bush 1. Call to Order Bill Demeules called the special EDA meeting to order at 5 p.m. 2. Purpose The purpose of the special EDA meeting is to learn more about WSB’s Market Matching proposal. 3. Consideration to review WSB Economic Development Services Proposal – Market Matching Jeff O’Neill acknowledged the contributions of those who’ve enabled local economic development projects to move forward over the years. He applauded staff’s ability to close deals and proactively assist a prospect from initial interest to a completed development. He indicated, however, that the City’s past approach had not emphasized selling Monticello beyond a limited pool of prospects. He pointed out that contracting with WSB for services would strategically shift the role of the Economic Development Director from one of marketing and administrative duties related to business retention efforts to a new focus on lead development, a broad sales outreach, and bringing prospects to the negotiations table. WSB staff John Uphoff, Brian Bourassa and Brett Weiss outlined key components of the proposal and responded to EDA questions. The initial effort would focus on asset identification. WSB would conduct an ongoing market study across sectors to obtain current and relevant data as to what the City has to offer. The data would later be used to define and support how Monticello is uniquely suited to address particular prospect location needs. Angela Schumann summarized that guidance for City assets has been outlined in documents such as the Embracing Downtown Monticello Plan, the Capital Improvement Plan, the Transportation Plan, the zoning code and the recently updated Community Context, Land Use and Economic Development chapters of the Comprehensive Plan. EDA Spec Meeting Minutes 5/08/13 2 WSB would next focus on compiling an Asset Database utilizing Info Tracker to identify available land/building inventory and enabling instant access to searchable, current property data for timely lead response. It would also provide an opportunity for real time market feedback. The use of such GIS based tools would serve as a resource for all property owners in the community rather than just those that are City owned. WSB would report back to the EDA every two months about prospecting leads, the value of the development and the probability of closing. Angela Schumann acknowledged that City staff has found it difficult to maintain and assemble data requested by a site selector, prospector, or business in a prompt manner at this time due to changing information and disconnected sources. Weiss noted that Monticello is not the only community that struggles with providing quick responses to emerging opportunities. Schumann also pointed out that the data collected would describe the City as it has continued to evolve. She suggested that contracting with WSB would provide essential feedback on how economic development had influenced land and building supply, when to further invest in land and infrastructure, and whether incentives in place provide value. WSB would also focus on Data Deployment/Market Matching to identify potential prospects, customize data to fit specific needs, and provide direct marketing to targeted prospects. He pointed to pumping up the web presence as an important strategy. O’Neill asked how WSB would tap into other organizations like Greater MSP and the Department of Employment and Economic Development (DEED) which work to create leads for the region. Weiss suggested that relationships rather than brochures drive sales. He pointed out that WSB’s internal program, Developing Lasting Valuable Relationships (DLVR), has been key to remaining a visible and active part of networking. WSB would get the word out that Monticello is open for business. Bill Demeules asked how many cities were under a related contract with WSB. Although Weiss indicated that no other cities have yet signed on under a related contract, there is interest among 6-10 communities. The cost of the one year contract with WSB, including data mining and management, is $48,000. Contracting for services would enable the City to determine the success of a sales-focused economic development approach without being locked into funding an expensive and long term staff position. In addition, the proposal would collect and maintain the fresh data and analysis critical to attracting prospects that Monticello would need to pay to obtain regardless of whether or not the Market Match proposal is approved. O’Neill pointed out that the WSB proposal is an incremental but tangible step that the City could take today which may help further develop the full economic development plan over EDA Spec Meeting Minutes 5/08/13 3 time. The EDA will make a formal recommendation as to whether to proceed with the development of scope of services contract with WSB or pursue another option at the regular EDA meeting scheduled immediately following this special meeting. 4. Adjournment BILL TAPPER MOVED TO ADJOURN THE SPECIAL MEETING AT 5:54 PM. TOM PERRAULT SECONDED THE MOTION. MOTION CARRIED 5-0. Recorder: Kerry Burri ___ Approved: July 10, 2013 Attest: ___________________________________ Jeff O’Neill, Executive Director MINUTES ECONOMIC DEVELOPMENT AUTHORITY (EDA) MEETING Wednesday, May 8, 2013 - 6:00 p.m. Mississippi Room Present: Bill Demeules, Bill Tapper, Tracy Hinz, Rod Dragsten, Tom Perrault, Brian Stumpf Absent: Matt Frie Others: Jeff O’Neill, Angela Schumann, Wayne Oberg 1. Call to Order Bill Demeules called the meeting to order at 6:00 p.m. 2. Approve Meeting Minutes TOM PERRAULT MOVED TO APPROVE THE APRIL 10, 2013 REGULAR EDA MEETING MINUTES. BILL TAPPER SECONDED THE MOTION. MOTION CARRIED 5-0. (Brian Stumpf was not yet present.) 3. Consideration of additional agenda items None 4. Consideration of approving payment of bills Rod Dragsten asked why a $42,000 bill had been included for Advanced Disposal when the EDA was only asked to approve about $7,200. Bill Tapper suggested that the entire bill for the City may have been included and that the EDA may only be responsible for a portion of the bill. Angela Schumann said that she’d confirm that with the Finance Director. Tom Perrault asked for further detail about two $125 relocation costs. Schumann said that the expense was related to the search itself and pointed out that each relocation expense is reviewed by Dan Wilson’s office for conformance to statutory requirements for relocation benefit. No claims are paid unless approved by Wilson Development. Brian Stumpf joined the meeting at this time. BILL TAPPER MOVED TO APPROVE PAYMENT OF BILLS IN THE AMOUNT OF $7,231.39 THROUGH APRIL 2013. ROD SECONDED THE MOTION. MOTION CARRIED 6-0. 5. Consideration of action related to Economic Development services The EDA shared their perspectives about the Market Matching proposal. There was much discussion as to whether to proceed with the development of a scope of services contract with WSB or whether to also consider other options prior to making a decision. EDA Minutes – 5/08/13 2 Brian Stumpf asked if WSB would be required to attend EDA meetings as part of their contract. Staff indicated that there would be regular reports as per contract. Stumpf confirmed that there would be no hidden costs. He said that the proposed approach seemed to make sense and he felt that it would be of benefit to the City. Rod Dragsten questioned whether staff has the time and sales expertise required to sign prospects once brought to the table by WSB. He felt strongly that there be only one contact person throughout the development process. Jeff O’Neill cited staff’s long record of moving businesses through the development process. He said that Angela Schumann had been the point person but also suggested that the City has a Concierge team for additional support. He said that getting prospects to Monticello is key and that once they are in Monticello City staff can close the deal with an attractive package. Bill Demeules agreed that if the numbers don’t work out, no amount of salesmanship will change a business decision to locate. Bill Tapper said that the WSB proposal is heavily focused on data and that data doesn’t sell. He indicated that the City is underestimating the importance of a strong sales and marketing plan and needs to hire a firm that knows how to get the attention of the customer and stay with them until a deal is closed. He pointed out that the contract cost is a lowball proposal and said that the City won’t get what it wants. He said that the City should consider other proposals. O’Neill said that the proposal would provide the data which the City would have to pay to obtain anyway. He suggested that it would be a good value for the money if it launched Monticello into a larger network using networks already in place. He also pointed out that Greater MSP had changed the economic development landscape in that it supports outreach efforts throughout the region. Tom Perrault indicated that he was apprehensive that the City would be guinea pigs for program and would prefer to look at other options. O’Neill said that the City could explore other options. Tracy Hinz stated that there may be hesitation to move forward with the proposal because of the experience with the McComb Group contract which had failed to produce prospects. O’Neill noted that the sole purpose of this particular contract would be to produce prospects and that the contract was just for one year trial period. Hinz asked about the in-house economic development tasks that would not included as EDA Minutes – 5/08/13 3 part of the WSB contract. Angela Schumann briefly outlined a few of the duties that staff will continue to handle internally. Those cited were paying bills, processing development paperwork, fielding legal questions, assisting with negotiations, presiding at ribbon cuttings, coordinating efforts with the Chamber, organizing Breakfasts with Mayor, preparing communications materials, maintaining the website, and business retention. Hinz said that she is impressed with the proposal but would have preferred to keep the EDA Director position as well. O’Neill stated that while staff doesn’t have the capacity to do prospecting and outreach they can shift some responsibilities to make it work. TRACY HINZ MOVED TO DIRECT THE DEVELOPMENT OF A CONTRACT FOR SERVICES FOR MARKET MATCHING SERVICES FOR REVIEW AT THE JUNE EDA MEETING. BRIAN STUMPF SECONDED THE MOTION. MOTION CARRIED 4-2 WITH BILL TAPPER AND ROD DRAGSTEN VOTING IN OPPOSITION. 6. Consideration of Director’s Report Fred’s Auto - MSA Professional Services completed the physical site investigation for potential underground storage tanks on the former Fred’s Auto site. The investigation found magnetic signatures, but there was no physical evidence that tanks might still be there. Formerproperty owners believe that the tanks were either filled or removed according to investigation interviews. Tracy Hinz asked for clarification about risk assessment. Staff suggested that it had to do with the EDA’s level of comfort with the findings of the investigation prior to selling the property. The Minnesota Pollution Control Agency declined to add the site to a registry of underground storage tanks. A summary report will be provided at the June meeting. Staff noted that there had been some recent interest in the site which had resulted in a site tour. June EDA Meeting – A Look Ahead – The EDA will work to identify target areas for TIF 1-6 and 1-22 investment based on observations resulting from their tour of those districts. In addition, the EDA will consider if putting For Sale signs up at City-owned properties in that area would be appropriate at this time. Bill Tapper will present a strategy for creating a cooperative environment to move forward when working with property owners during future acquisition projects. This strategy relates to whether and how to push forward with the “matrix” format. ROD DRAGSTEN MOVED TO SCHEDULE A SPECIAL EDA MEETING FOR 5:00 PM ON JUNE 12, 2013 TO CONDUCT A DRIVING TOUR OF CURRENTLY HELD PROPERTIES AS A FOUNDATION FOR SELECTING TARGET INVESTMENT AREAS IN TIF DISTRICTS 1-6 AND 1-22 AS PART OF THE REGULAR EDA AGENDA TO FOLLOW THE TOUR. BILL TAPPER SECONDED THE MOTION. MOTION CARRIED 6-0. EDA Minutes – 5/08/13 4 I-94 Coalition Update –Tracy Hinz confirmed that, since the EDA had voted against membership in the I-94 Coalition, funding would not come from the EDA budget if Council decided to approve membership. Coalition representatives will respond to questions at the May 13th Council meeting. Tom Perrault indicated that he’d like to look at financial statements to find out how the Coalition spends money. TAC Update - The Transportation Advisory Committee meets at 7:30 AM on Thursday, May 9th. Building/Development Activity-Schumann noted that she doesn’t have any information to report about the silt fence at the lot south of PetSmart at the Union Crossings development. 7. Added Items None 8. Adjourn TOM PERRAULT MOVED TO ADJOURN THE MEETING AT 7:05 P.M. BILL TAPPER SECONDED THE MOTION. MOTION CARRIED 6-0. Recorder: Kerry Burri ___ Approved: June 12, 2013 Attest: ___________________________ Jeff O’Neill, City Administrator EDA Agenda — 6/12/13 4. Consideration of approving payment of bills (WO) A. REFERENCE AND BACKGROUND: Included are the previous month's invoices for approval of payment. B. ALTERNATIVE ACTIONS: 1. Motion to approve payment of bills through May 2013 in the amount of $31,199.10. 2. Motion to approve the registers with changes directed by the EDA. C. STAFF RECOMMENDATION: City staff recommends approval of payment for submitted invoices. D. SUPPORTING DATA: Invoices a O z 0 P.i d' 0 d Q Cy u A 0 C 0 0 rn G � o I n ~ I� I� I I � O b G o p O O n O O O O O O O O O V.s 00 00 W 00 00 N M N N N N N O N N N N N N lV N o M M M M N N P-4 . 1"x"4 'D O O 0 0 0 0 un o N N W A N N N N N QN N G G o 0 0 o d d Cd Q A p A C 0 0 rn G � o I n ~ I� I� I I � O b G o p O O O n O O O O O O O O O 'n 00 00 W 00 00 M N N N N N O N N N N N N M M M M M M 0 QN 0 0 0 0 o N N W A N N N N N QN N G G o 0 0 o d d H Q A p A s w o � e vn � o 'A Q �✓ 40 � N ~✓ "' ~✓ O n rn n co kn � W1 V1 �'1 ti 01 N V r-i � FQ W i�rd ual W O O n O O O O O O O O O 'n 00 00 W 00 00 N N N N N O N N N N N N M M M N N N N N N an P-i rn a N M 0 N �n O O Q N May 15, 2013 Mr. Jeff O'Neill City Administrator City of Monticello 505 Walnut Street, Suite 1 Monticello, MN 55362 INVOICE 2013 MEMBERSHIP INVESTMENT INVESTMENT AMOUNT: $6,379,50 1 -94 West Corridor Coalition INVOICE TOTAL AMOUNT: $6,379.50 Thank you for your continuing support of the I -94 West Corridor Coalition. Please return lower portion with payment. Thank you, Method of Payment ❑ Check (Payable to I -94 West Corridor Coalition} Amount enclosed: $ 0 Mastercard ❑ Visa Card Number: 3 Digit Security Code Expires (MO /YR) _ 5 -digit billing zip code Authorized Signature:. From: City of Monticello ❑ I -94 West Corridor Coalition Mail to: I -94 West Corridor Coalition PO Box 95 Rogers MN 55374 Or Fax credit card information: 763- 428 -9068 XcelEhergya RES-PONSIBLE BY NATURE- Northern States ftwortompany PIGHO Return This Puaon With Your Payment 102 Next Scheduled . . . . . . . . . . ................................... Motor Readinqflato - — - - - - - - - - ... 51.0517384-8 06/13/013 M 9B Please see the back of this hill for more information See back of bill for Account #.- 51-0517384-8 regarding the late payment charge. Pay on or before the 6Y I date duo to avoid assessment of a late paymunt charge, AV 02 000676 40620 8 3 A**5DGT 1111111] 1111111111111 111in'll- 11-11-11 .11 , III III III -f [I[ MONTICELLO EDA 509 WALNUT ST STE 1 MONTICELLO MN 55362-8831 P.O. BOX 9477 MPLS, MN 55484-9477 31 51061313 GE173848 0000000129800000001298 Dotach and fletainThis Por0on For Ywi Heo;r4s Quostiona.- Call 24 Hours I Days A Week or write to us at: .. ......... N S F A= R w 1001. fflaffi- aw" (ROD) 89b-2895 PGROX8 ITS, i ploo"', Gall�' 1880, 896-4939 Fax: Northorn States Dower Company vin, was'* . . W. N Espflfio: $00 6074MB LAU CLAIRE W1 E4702-0008 0-1 IN 'fid-wo, I &N 11101 !M aired: Billing Summary Residantial PreviousBalonve 04116 Payment Haceived as ofD5116 14.00 GR Averages for This Last Ualance As Of 05116 $0-00 4 ..Billing Period Year Year Current Energy Charges 05/16 2.98 Avorago Tomperaturn Total 2.90 Q 55 Eiectrir/kwh per Day 0.6 010 Cost q or Day $0-L5 so.RL 0 80sorees Colder Electric Charges Usage Faded: 0411103 to 051111/113 Meter 11168diRg Information Invoice # 47107430 Motor 4000052245031 Residential Service 29 Days Total Energy -kWh Basic Sarvice Chg '11 Company Reading on 05115 ........................ ........ .65010 Aftbrdabilfty Chr $050 Companiy Reading on 04116 ...................... ED-9-6 �Vintnr 14 kWh (6 SkIB" Energy Charge 9750 $0.98 Total Usage in 9 Days 14 Fuel Cost Charge 14 kWh 0 $110�11425 $0.44 Resource Adjustment MAY 2 0 2013 $1 Interim Rate Adi $1-12 Subtotal $10.20 City Foos $1.95 State Tax 66.816% i%, Total Amount $1?.98 -J; Thank you for your payment. MONTICELLO EDA Next Scheduled . . . . . . . . . . 1112-1158ROADWAY ST Motor Readinqflato - — - - - - - - - - ... MONTICELLO, UN 5062-9321 1-24% Please see the back of this hill for more information See back of bill for Account #.- 51-0517384-8 regarding the late payment charge. Pay on or before the morn information. date duo to avoid assessment of a late paymunt charge, Page I of 1 Statement Date. 09116/13 Statement # 3609211465 2 3 4 5 6 Promise # 30360054 w a sa Xcel Energy10 RESPONSIBLE eM NATII.AETM Narthern States Power Company Ploaso Return ilds Portion With Your Payment. 59- 9592578 -0 06/1412013 $17.07 (Zhe k Y-0 AU 01 001790 50666 E 0 A * *SDGT 1111111111��1111] 111 1 Jill 111,1„11111111111111111Jill MONTICELLO EDA 505 WALNUT ST MONTICELLO MN 55362 -BB31 {I,II�n11,ILlI 1 - 1111111111111. 1111111111410111 P.O, BOX 9477 MPLS,'M N 55464 -9477 31 51061473 05925780 000001301707Qp4dQC10y707. Detach and Retain This Portion For Your Records Questions: Call or write to us at; Please Gall: 1 800 I 481 -4700 Northern States PowGr Company Hearing Impaired: 18001895-4949 PO BOX Fax` (0001311 -0050 FAU CLAIRE WI 54702 -0008 • r< .: ti�Xflii'$ �'{ iq.- �ii�i��f. �Qrl�u' S3- A•-:-° :2;a%¢ <:..�ccc<.is`.,�: „?�<� Billing Summary MEMENMEEM Commercial Previous Balance 04/16 $17.07 Payment Received -as-of 05117 aim f1m Averages for This Lest Balance As Of 05117 $0.411 Billing Period Year Year Gommercial Electric Service 05117 $17.07 &grave Temperature, $7* �5 Total $17-07 Llectriclkwh per Day 0.0 0.0 Cost Per 5 OD i18 Degrees Colder to 95115/13 Tali] Energy -kWh Motor# Company - Beading on 05116 UODU07727701 Company Heading on 01116 Total Usage iii 29 Days Actual Demand -IoW Billable - Demand Sm Gott Svc Wateradl Mays Basic Service Chg Affordability Ghrg Energy Charge Winter Resource Adjustment Interim RateAdi Subtotal City Fees state Tax06.87roo total Amount 12000 0us kWh 0 0 u $8:61 $0.67 0kWh 0$0.066070 $0.00 $0.00 $1.19 $14.47 $5.50 10 $17.07 For an average non - demand customer, 73% of your bill refers to power plant costs, 10% to high voltage line costs, and 17% to the cost of local wires connected to your business. For an average demand - billed customer, 83% of your total bill refers to power plant costs, 10% to .high voltage lines, and 7% to the cost of local wires connected to your business. MOIIl710ELL0 I*I }.f1, NBxt Schedulad max: Meter RQading pate :.H - - 20x PINS ST M° _�-� :::� MONTICELLO, MN 55362 05/18/13 0611412013 $17.07 Please see the back of this hill for more information Sea back of bill for Account #: 51- 0592578 -0 regarding the late payment charge. Pay on or before the more information. date duo to avoid assessment of a lato payment charge. Page t of 1 Statement Date: 05117/13 Statement # 369096659 6 Premise # 303547449 Xc effinergy& RRS- PeNSIBLE BY nATU,RE. Northern States Power Company Piease Romm This Portion Wild Your Payment. AV 02 001736 80565 E 8 A* *SOOT 111111' 111111 .11311111111111 ll'Il'll'hI II'lllu'Illll'll'lkillI[ MONTICELLO EDA 505 WALNUT ST STE I MONTICELLO MN 55362 -8831 '111111 II11AAll�t {� II' 11 "'II' "I "111 "II "11I111'III'll'I "'1111n P.O. BOX 9477 MPLS, MN 55484 -9477 31 51061413 05173655 fJOi][]L10116610011011011661 —. .�,tr. $1'16.61 or write to us at �51.051736M 0611412013 Northern States Power Company PO BOX 8 _W" F' ' - : ' 1[h Thank Youl EAU CLAIRE W! 54702-0008 AV 02 001736 80565 E 8 A* *SOOT 111111' 111111 .11311111111111 ll'Il'll'hI II'lllu'Illll'll'lkillI[ MONTICELLO EDA 505 WALNUT ST STE I MONTICELLO MN 55362 -8831 '111111 II11AAll�t {� II' 11 "'II' "I "111 "II "11I111'III'll'I "'1111n P.O. BOX 9477 MPLS, MN 55484 -9477 31 51061413 05173655 fJOi][]L10116610011011011661 —. l]etach and Reteln7l11s poriion�a�1'atir i#Qeo�d� " Questions: tall or write to us at 06/14%1013 Please Gall: 1000) 481 -4700 Nearing Impaired: 1800) E9r -4949 Northern States Power Company PO BOX 8 _W" F' ' - : ' 1[h Fax: 800 311 -0050 EAU CLAIRE W! 54702-0008 Billing Summary zs :� -. . ` Commercialw o m kWh 109 ...: ' -�,�o-:: >fri;_ t% ':i^a'�- Previous Balance 04116 $14294 omc,: F?.. o..:.. 5: 6: Y` Ati2: d20? 1Rfc: EdPf63iffRtF' i .W:"sr"::3::,':.`:=- A,::..:1. :'n9#2tiPot�ausaN_r: Payment Received as of 05117 Balance As Of 007 3O DD ►/ Averages for This Last Billing Period Year Year Commercial Elactric Service 05117 $116.61 Average Temperature _ 47* 55 Total $116.61 Eloctrir1kwh per Day _ 24.0 _._,. .__0•p Affordahility Chrg Cost par ❑a g Energy Charge Winter 109 kWh @$0.060070 0 8 Degrees Colder ff-qw - -- --- ---- ------ --- :-- .-- .- -. -:. �v si.°2' RIB' Eluetric Charges Usegu Period; 04/16113 to (15115113 06/18113 06/14%1013 Invoice 4412053691 Total Energy -kWh Meter # Company Roading on 05115 47089 000007721744 Cnmpany Readingg��an 04116 Total Usapa in 29 Days o m kWh 109 Actual Demand -kW 0.62 Billable Demand 1 Sin Gen Svc (Meterudl 29 Days Basic Service Chg $8:61 Affordahility Chrg $0.67 Energy Charge Winter 109 kWh @$0.060070 $7•Zg Fuel Cost Charge 109 kWh @$0,031035 $g•A7 Resource Adjustment $0.33 Interim Rate.Adi $2•4 Subtotal $22,57 City Foos $550 State Tax 610-7 5% 3 3 Total Amount $30.00 For an average non- d©mund customer, 73% of your bill refers to power plant costs, 10%to higtl voltage line costs, and 17% to the cost of local wires connected to your lousiness. For an average demand - billed customer, 83% of your total bill rofors to power plant costs, l0% to high voltage lines, and 7% to the cost of local wlros connected to your business. MONTICELLO EDA 206 PINE ST MONTICELLO, MN 55362 -8665 See back of hill for Account 9. 51- 0517365 -5 more information. Page 7 of 4 Statement Date: 0"x117173 L h4extschedu led Meter Rouding Date zq-_ : -: -._. ; •': ..:-- :.:'.. w 06/18113 06/14%1013 $116,61 Please sea the back of this bill for more information regarding the lato payment charge, Pay on or before the date due to avoid assessment of a late payment charge, Statemeltt9 369095517 Preanise# 307457493 w w w XvelEnergya BRBPONSIBLE•BT NATURE" Thank you for your payment. Current Charges Jeontmued) MONTICELLO EDA Next Scheduled mr!!rm 206 PIKE ST Meter Reading-Date MONTICELLO, Il N 55362.8665 gG118/33 Please sea the back of this bill for more information Sao back of bill for Account f: 51- 05'{7365 -5 regarding the late payment Charge. Pay an or before the there information. date duo to avoid assessment of a late payment charge. Page 2 of 4 Statement bate. 05117115 Statement # 369095517 Premise # 30245MM Xce1 Linerglyv RESPONSIBLE BY NATURE" Nortburn Statos Pouvor Company Please Return This Portion With Your Payment, MONTICELLO EDA 545 WALNUT ST STE 1 MONTICELLO MN 55362 -8877 E 1r v. ' 51- 0517365 -5 :K � . F: 06114/2013 . " I $116.61 Thank You FIR, Aveerwo Temperature _- ______ —.., P.O. BOX 9477 MPLS, MN 55484 -9477 Mach and Retain Thi s Portion For Your Records Questions: Call or write to us at Please Call: 18011) 481 -4700 Northern States Power Company nearing Impaired: jB06) 0% -4949 PO BOX 8 Fax: 16001311 -0050 EAU CLAIRE Wl 54702 -OOOfi Averages for This Last oil I!no te-00d -_ -- _ Year Year Aveerwo Temperature _- ______ —.., ..,..._ Q* 59 Electric /kwhporDfly 24.0 0.0 C st per gay. 4.02 * 8 Degrees Colder _ '�` {�a"YT�8 8fi: i ;x4kL r yA - ••�:`. L 5g.:r 3 '�.'..'.'- ..-- .:"..- -':.: ' RiBiugn:FEt� sea£ v3. - -` '.?�,. q3 r ._ . : _ - '',j - caonaxna'- _ — . " ,.? -f.. 06118/13 .. :_.- _,- :- .-- z:- . .�:...- ,... -.: $196 61 Electric Charges Usage Period: 04/10/13 to 45/15113 Invoice #472053347 Total Energy- -kWh Motor # Cnmpony Reeding an 05115 03106 (000007771132 Company heading an 04116 67.,522 Total Usagc in 29 Days kWIi 586 Actual Remand -kW 4.63 Billable Demand 5 Sm Gen Svc (Metered) 29 Days Basic Service Cho $8,61 Affordability Chrg $0.67 Energy Charge Winter 586 kWh 0$0.066870 $x9.19 Fuel Cost Charge .6686 kWh @$0.031000 $10.67 ResourCn Adjustment $1.80 intarim Ratc.Adj $6.60 Subtotal $15.54 City l=ees $5,56 State Tax 46.075% Total Amount $866.61 For an average non- ftmand customer, 78% of your bill refers to poWOr Plant Cnsts,10 %to high voltage line costS and 17 %t6 the cost of local wires connected to your business. For an average demand - billed customer, 83°% of your total bill refers to power plant rosM,10% to high voltage lines, and 7% to the cost of local Wires con3nwed to your business. MONTICI LLO EDA 112 -E BROADWAY ST MONTICELLO, .MN 05362,0321 Son back of bill for Account #: 51.0517365.5 more information. Page 3 of 4 Statement Rate: 05117/13 Next Scheduled Mater Heading Dote 06118/13 061141+20'13 $196 61 Statement # 369095517 Promise # 30269549 c f XcelEnergy® RESPONSIBLE BY NATUREN w Thank you for your payment See back of bill for more information. Page 4of4 Current Charges fcelltinuedj MONTICELLO EDA NastSchaduled 'I1 E BROADWAY Si Mater neading Date MONTICELLO, MN 55362.9321 06/18/13 06/14/2013 $116.61 Account #: 51- 051736M Sutoment Date: U5 /97/13 Statement # 369U95519 a Premise #X695149 XcelEnergyp nE&POUIIIRK: PY AIA11l :4P" Northern States Power Company Please Return This Portion With Your Payment r ..:W }X: 06/19/13 51- 0623082 -5 06/14/2013 $17,07 Total lEeorgy-kWh Thank You I Motor 7 Company Reading on 05110 AV 01 001791 50565 P 0 A * *5DaT 1iI111 1- I. II' I' IE1 fIIl' 1rEliill '111i1�11lylullirl [Jill llfllfl1 MONTICELLO :EgA 505 WALNUT ST STE 1 MONTICELLO MIS 55362 -8631 1111'' lily[ Ilrlf�llrlll' i` 1' Irilfl "il".Il "'f11i1111111�IIrIEfrlil P.O. BOX 9477 MPLS, VIN 55484 -9477 31 510b1413 06230828 faCli3Gi00.1117L17GlC 00110/707 Datarb and Retain This Portion Far Your Records tluastions: Call or write to us at: Please Call.. 1800) 401 -4700 Northern States Power Company :� :......:.. ....: - Hearin Impaired: 1000 895 -4949 PO BOX O Fax: Hearing 311 -0050 1 EAU CLAIRE WI 54702 - 0008 � I x v: .EV �x+. vS•,...v!S;:c::sva..x1...x:::;: ;.. .. "'^:�2`T,:?zc��?�'; :,.,:�^^� -X.S Billing Summary aX Commercial Previous Balance 04117 $17.07 Payment Received as of 05117 17. CR Artera ges for This Last Balance As Of W17 $0.00 7 Billinn Period Year _ Year Commercial Electric Service 05117 VILLI Average Temperature 40* _ 56T Total _ $17717 Fioctriclkwh par Day 0.0 0.0 Cost per Day On .59 * 8 Degrees Colder „ nsr 2`."._- °_>.'.'�..,..- BAs::- :- -_�•__- _ Y��.:;:.,.: ...-.� 'c`�;- xy�- ,yw -'.._ x ........ ... . . ...... .. .:: .... ::. - - -- Off-19 .-x�- .3�?:: • - - - -- - 'b. - - _ - a _ _ X34' ?zY _-__ ��.'%r��?�a:zao� _ i2ocas�wsrda'fU`i' zaF°,% 2"csSw�}c%' ,�. _ V - Electric Charges usage Period: 0117113 to 05/76113 06/19/13 06/1411013 Invoice f 4728rA975 Total lEeorgy-kWh Motor 7 Company Reading on 05110 42595 000052995965 Company Reading on 04117 42fi95 Total Usage in 29 pays kWh 0 Stn Gen Svc IMeteredl 298ays Basic Service Chg $8.61 Affordability Chrg $0.67 Energy Charge Winter 0 kWh OSO.066870. $0,00 Resource Adjustment $0.00 Interim Rnte Adj .1-9 Subtotal $10.47 City Fees $5.50 State Tax 06.07PHo 1 I Total Amount $17.07 Far an average non- demand customer, 73% of your bill refers to power plant costs, 10% to high voltage line costs, and 17% to the cost of local wires connected to your business. For an Overage demand- billets customer, 63 %u of your total hill refers to power plant costs, 10% to high voltage lines, and 7% to the cast a local wires connected to your business, Thankyou for your payment, MONTICELLO 0DA 349 W BROADWAY ST MONTICELLO, MN 55362 -9356 See back of hill for Account #: 51-0623082-8 more information. Page 7 of 1 Statement slate: 05117/13 ' NextSchedulod Motor Rooding Bate ' = = $17.07 06/19/13 06/1411013 Ploase seethe hack of this'bill for more information regarding the late payment charge. Pay on or'before the date due to avoid assessment of a late payment charge. Statement # 309 0459 s Premise # 303697358 P o� � Ce�terPoint , jergy Always There.° QUESTIONS OR COMMENTS? CenterPoint Energy PO BOX 1144 MINNEAPOLIS MIS 55440 -1144 (Address not for bill - Payment) Monday - Friday Call 8 a.m. - 5 p.m. Bill Into 612 -321 -4339 CentwPointEnergy Dom DID YOU KNOW? Your account is ready to View now. Register for free online account access. View balance, usage history, make an online payment, view recommendations for saving energy and money with My Energy Analyzer, and much more. Register at ConterPointEnergy.com/ rnyaccountonline. Pay your next bill without lifting a finger. To enroll in Automatic Bank Draft, just sign and date the back of your bill stub and return to us with a check for your payment amount. it's that easy) ACCT 9UMMAHY Gas charges ' Previous balance $194.00 Customer name CITY OF MONTICELLO ANGELA SCHUMAN Account number 9739646 -1 Billing date 06103/2013 Date due 05131/2013 Total amount due $148.84 ACCT 9UMMAHY Gas charges ' Previous balance $194.00 Payment 0412.6!2013 _ -. _ ... .. -194,00 Balance forward $ 0.00 Current bllling 148.84 Total amount duo SERVICE ADDRESS 106 E Broadway St Monticello MN 66362 -9321 $148.84 YOUR GAS USAGE Meter # M19B02312700 28 pay billing period 0410 1 120 1 3 to 04/28/2013 Current reading 04/29/2013 2203 Previous reading 04/01/2013 2608 Metered Usage 196 CCF K Therm loalor al 1.00781 a Therms uepd hi 28 dayo = 196 Next aster reading 06129/2013 Next billing date 06131/2013 YOUR BILL IN DETAIL Comllnd Firm Rate Basic charge $12.00 Dallvwy charge 196 therms @ $0,161061rhm 31.57 Dowugiing adjustment 196 therms @ $0.008201THM 1.61 Gas Affordability PRG 196 therms [Ia $0.004901FNM 0.96 Cost of gas* 196 therms 0 $0,476161Tf1M 93.13 State sales tax 9.67 Total current charges $148.84 IJ 5 t• MAY -9 201 `I•I�•.. , Avg dalry gas two: This porlod this yr 7.8 therms; this period last yr 1.0 therms age 1 of 1 Avadal% terrm;'mis pert d Bile Vow 41 °F; this period last yaer 60 °F'. W Jonerg PUf11f. Moll this portion v4th payment. Please do not Include loiters or notes G � F11e1'�y Account number 9739645 -1 ST Date due 05/31/2013 Total amount due $148.84 CENTERPOINT ENERGY Amount paid $ PO BOX 1144 MINNEAPOLIS 141N 66440 -1144 GENTERPOINT ENERGY PO BOX 4671 HOUSTON TX 77210 -4871 Al Ao 111111ru1111111111�1111111h111111111u1y11111 'Il1liIIIl111i111 000031718 01 AV 0.361)1 CITY OF MONTICELLO ANGELA SCHUMAN 606 WALNUT ST STE 1 MONTICELLO MN 55362 -8822 1 1111111111 111 Jill 1111111411111111111lc1lhlrll 1i11111111111111111 0740084271080 0072000009739646 l300000d148a4u000aOl488460 0 z 0 O lq; 1 I O� 90 N O r-� O O O �i u d A o 0 O O d 0 u A w 0 m 1.r z a °u du' O O O D 44 b � -d cti w P4 f� 88 U D m m L C) O N N � w m M N N N W O N d .ti N r- n C] O m N .ti L4 F+ w s fl ►d 0 0 m 0 N d' v, 0 d T P I 09 +' o r1 U N 4 0 V] � O U o � U 1; �U1 A a4 0 z 0 O lq; 1 I O� 90 N O r-� O O O �i u d A o 0 O O d 0 u A w 0 m 1.r z a °u du' O O O D 44 b � -d cti w P4 f� 88 U D m m L C) O N N � w m M N N N W O N d .ti N r- n C] O m N .ti L4 F+ w s fl ►d 0 0 m 0 N d' v, 0 d T P I 09 TRUK A 601 601 501 -3 } ls,v' 1` APR 2 9 2013 fi voler it 670001728385 March 31, 2013 City of Monticello 505 Walnut Sttot Suite i Monticello, MN 55362 Tito following is the invoice for Trash Removal and Recycling Service for the month and year referenced below. The required reports are attached Far your referonco, Please feet Roe to contact me if you have any questions about this invoice or the atiRched infonnntion. Mouth: March 'Year: 2013 Trash Removal Service $28,657.64 Solid Waste Malls emellt Tax $2,794.12 AG 601 Uofcontnlners NofChnnges Total Count UnitPrice TetoI Mthly Rnte Contract Bass 9971 26 7999 S 6.82 $ 27,273,18 KjellboM's Mobile Home Park 190 13 209 S 6,82 $ 1,384.46 Recycling Service: $10,403.64 N ofChunga4 Taffl1 6:11 {L (11111 prlee Tnlnl Mthly Rate Residents: 3483 39 4012 52.47 $9,934,34 KjollbcrbN Mobile Borne Park 190 191) 52.47 $469,36 Fibemei Trash 3698 School Blvd Rceycle Q'1 "Y RATE Solid 't lt8te Total $135,72 1,00 6yrd $92.68 0.04 Mgmi 7'nn LOG 6yrd 534.00 $0.00 $34,00 Rate Cnmmerchl Total $471.73 Su,tlo $403,19 1 $68.54 5471.94 City Conlabwrs Recycling Service: $10,403.64 N ofChunga4 Taffl1 6:11 {L (11111 prlee Tnlnl Mthly Rate Residents: 3483 39 4012 52.47 $9,934,34 KjollbcrbN Mobile Borne Park 190 191) 52.47 $469,36 Fibemei Trash 3698 School Blvd Rceycle Q'1 "Y RATE Solid sate Mgmi Tax Total $135,72 1,00 6yrd $92.68 0.04 $101.72 LOG 6yrd 534.00 $0.00 $34,00 SSl.00 Su,tlo Advanced Disposal, - Central MN certifies that the recyclables cullected from the City of Monticello hcn)e been delivered to a recycling facilily for processing, TOTAL AMOUNT Alain, please feel No to contact Luc ifyou have any questions, and thank you for the opportunity iA provide the City of Monticello with "Superior" waste removal solvico. y vJ-4 i Advanced Disposal T �llyau t lincloseres r &W'o. 2356 12 Street 55 • St. Cloud, MN 56304 fax (390) 951-7113 + www.A,dvanlcedDieposal.com Printer] on rnayOod psipocs ptoase recgele. Py� Y i[3U.C,Z City Containers $471.31 Amount $403.19 Solid Waste Management Tax $68,12 'PCT # MW Solid Waste Apartment Deseription Amount Mgmt Tax Total 1453 - Golf Course 3 yard $30.30 $5.15 $35.45 909 Golf Course Rd 1454 - Ellison Park 3 yard $40,40 $6.87 $47.27 811 River St B 1455 - West Bridge Park 2 yard $20.20 $3.43 $23.63 1456 - Monticello Sewage Plant 2 yard $20.20 $3.43 $23.63 1401 Hart Blvd 1456 - Monticello Sewage Plant 3 yard $75.75 $12.88 $88.63 1401 HartBlvcl 145$ - City [-fail 3 - 3 yards $176.75 $30.05 $206.80 505 Walnut St 1459 - Monticello Library 2 yard $10.10 $ t,72 $11.82 6th S(& Walnut 4458 -1-1i -Way liquors 3 yard $20,20 $3.43 $23,63 545 Pine St LDA 95 gal trash $6.82 $1.16 $7.98 100 Broadway E 65 gal rcoycic 52.47 1 $2.47 002 Y 4 'Hz S,40 S(a Ca r te )- „t'5 `W% c; CA- 471 -31,t 4 •! 1 -73-- 0 - 4244 F7 us. 0 z 0 w O z d wQ V d A a d 0 0 d O P c Cq o op a C G O O O O b b O O L b �D O 0 0 U7 trl O O O O O b N V n b y O C O W ti rn 7 'b VL 00 00 P a C G O O O O b b O O V1 V'1 b �D O 0 0 U7 trl O O O O O b N V n b y O W ti rn 7 'b VL 00 00 �n* O O 4 O O 6 p p M M M m M m M m M M °mD r-i N O N 0 0 N N O * O O O o p O tr O o w d O b A A A R [] IN w° 0 ,�j bA 'd �� d' y w i � ✓ ✓ p o w a � d m o ° o `l) !�� 1121 Cl O Cl Q S. � O O �g v3 w w kn fc, a4 O O A A O Z a. 00 N M O N 00 O O 4 0 0 0 Cl b b N N N rn N N O O O O UN') wl N VNi vNi VNi VNl va ❑ ❑ ❑�{{{ �� y N N N N N N N N N N P z of +r 0 0 0 b M Ln 00 o o a ry OR 0 Ov ca Vi o N C7% 00 00 ID .N+ .Nr .M-i � O FC ��tn}p O O a Obi T T 0 0 0 N O O N O O p p N vii Vii vi �n v� in n wn 'n d' O O O O O O O O O Q � Q Wy W 4� w W C O O v, N td 3 N N M 00 V1 kA O In 'n vi �i PR p 01 O� Gi m N N N Q Lei Obi Q�i O9i Ff�ry�+jy Fenny vnv,m OOO P4 M9, A,9 w�w U U W W d ZO p 0 0 0 O O O O O �4 G4 y V V V V Cl 00 0 0 0 0 0 0 0 n n n m m m w oo ro^0 cV N N N N cq N N N N N N N N in In In kn kn IT It N N N N N N N N N t. N I I N [n N w w rn W N bq N P. 00 N M C. N O O 0 U U ,O a 0 H Page: 1 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 City of Monticello Minneapolis, MN 55402 March 31, 2013 MM190 -00101 General EDA Matters Through March 31, 2013 For All Legal Services As Follows: Hours Amount 311!2013 MNI Research open meeting law provisions for when meetings 0.30 54,00 can be closed for negotiation purposes. 3/112013 MNI Review business subsidy and GMEF guidelines for need 0.30 54.00 to hold public hearing on amendments; email to A Schumann regarding same. 3114/2013 MNI Research and email memo to EDA staff regarding 2.80 504,00 questions from A Schumann on assignment of TIF (Front Porch Assoc. CPD); EDA bylaws (signatories to contracts); and GMEF guidelines (events of default); follow -up phone conversation with A Schumann regarding same. 3/1512013 MNI Email correspondence with A Schumann regarding various 0.70 126.00 EDA matters: bylaws changes, assignment of Contract for Private Development; public hearings for business subsidies. 3/20/2013 MNI Review materials sent by A Schumann for sale of EDA 0.30 54,00 land. Total Services: $ 792.00 Total Services and Disbursements: $ 792,00 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 (612) 3379300 April 24, 2013 Statement No. 193748 City of Monticello Accounts Payable 505 Walnut Avenue, Suite 9 Monticello, MN 65362 Through March 39, 2013 MN990 -00909 General EDA Matters declare, under penalty of law, that this account, cialm or mend is just and rrect and that no pa f i has been paid. Signature of Claimant APP 2 6 20136;.., 792.00 Total Current Billing: 792.00 Page: 1 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Monticello EDA Minneapolis, MN 55402 March 31, 2013 MN326 -00027 Conveyance of 349W, Broadway to Blue Egg Bakery Through March 31, 2013 For All Legal Services As Follows; Hours Amount 3/20/2013 MNI Phone conversation with A Schumann regarding proposed 0.80 144,00 terms of sale of gas station property to BlueEgg bakery. 3/22/2013 MNI Preparation of notice of public hearing for BlueEgg 0.80 144.00 conveyance. 3/2612013 MNI Draft notice of public hearing on land sale to Blue -Egg 0.60 108,00 Bakery. 3/26/2013 MNI Email correspondence with A Schumann regarding 0,30 54,00 tentative timeline for conveyance and public hearing. Total Services: $ 450.40 Total Services and Disburaements: $ 450,00 Total Current Billing: 454.00 declare, under penalty of law, that this account, claim or demand is just and correct and that no part of it has been paid. A'4V:2'- - Signature of Clai ant Kennedy & Craven, Chartered 200 South Sixth Street Suite 470` [f �:,!w`•� �L.•r:' Minneapolis, MN 55402 +} F' (612) 3379300 APR 17 2013 April 16, 2013 ` - Statement No. 113605�t" Monticello DA 505 Walnut Ave, Suite 1 Monticello, MN 55362 Through March 31, 2013 MN325 -00027 Conveyance of 349 W. Broadway to Blue Egg 450,00 Bakery Total Current Billing: 454.00 declare, under penalty of law, that this account, claim or demand is just and correct and that no part of it has been paid. A'4V:2'- - Signature of Clai ant Page: 1 Kennedy & Craven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 66402 City of Monticello December 31, 2012 MN190 -00101 General EDA Matters Through December 31, 2012 MAR 2 0 241 k 7 For All Legal Services As Follows: Flours Amount 1111/2012 SJB Phone call with A Schumann, J Severance; revise 4d 0.75 167M Agreement; email same 11/2/2012 SJB Further review to 4d agreement; email to City 0.50 105.00 1111612012 MNI Phone conversation with A Schumann regarding 0.30 54.00 abatement used For park infrastructure, permissible EDA memberships/sponsorships. 121612012 SJB Email from /to W Oberg regarding equipment certificates 0.26 52,56 12/10/2012 MNI Review resolution for TI 1 -22; review EDA bylaws and 0.60 108.00 enabling resolution regarding need for Council approval of mods to TIF 1 -22; phone and email correspondence with A Schumann regarding same. 12121/2012 SJB Email to /from Oberg regarding equipment certificates 0.30i8�00 Total Services- $ -"P0:m Total Services and Disbursements; $ 64010 0 «* 540.00.1- '2 . 5 0 --- 6j -00- 003 424 =50# 3"16.50+ 108.00+ 002 424.50* Kennedy & Craven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 (612) 337 -9300 March 8, 2013 Statement No. 112953 City of Monticello Accounts Payable 505 Walnut Avenue, Suite 1 Monticello, MN 55362 Through December 31, 2012 MN190• -00101 General EDA Matters I declare, under penalty of law, that this account, claim or demand is just and correct and that no part o • has been pald. Signature of jma t ..ti MAR 2 0 2013 ; 640,00 Total Current Billing: 540,00 35 y p rsTr op ROBERT` J. >I,IIV.AU 99 1WMGAT COUNTY AUDITORITRSASM l0 SECOND 57RE13T N,W, ROOM 232 03 `z � HUPFALp;1 55313.1194 763.682 - 757201763.683.7584 www- co.wrot.ttmas. Property ID #: R15547"00060 Taxpayer ID Number. 248203 CITY OF MONTICELLO EDA 505 WALNUT 8T STE 1 MONTICELLO MN 55962 -aa22 I[ Ihlalla[ I[ re1eli1r4d[ nnllaulhll [a4eI1111[Iit�letlaal,l $$$ You maybe ellglble for one or even two refunds to reduce your property tax. REFUNDS? Read the back of this statement to find out how to apply. Property Tax Statement for Taxes Payable In 2013 Description., Sect -10 Twp -121 itaege -025 OTTER CRBM CROSSING W0N1'1CBL 1167 AC OUIWT F 2 6 20113 Taxes Payable Year: 2092 2013 BstimatedMazketValue: NIA .143,500 HamemadExelusion: NIA Taxeblexatketvalao: NIA 143,500 New rmprovanwatal Expired Exclusions: NIA Pro"Clasriflcatlon: EXEMPT AGNHSTD 1. Use this amount on Form MIPR to see if you are WISIble for aptape�Ly tax refund. File byAngnst 15. Ifthis box is checked, you owe deliagaent taxes and are not eligible. 2. Use these account on. TOM Ml PR to see if you are eliglbla for a qp dal mfimd. lUA Your Property tax ana ureans .0 Property ID Number: R155- 171- 000060 3. Your pmpmty taxes borore credits N/A 1,628.00 4 Credits 01St reduce your pmpetty axes . ID Number 24a203 A. Agricultural market value credit NIA " B: Odtarcredtrs NIA - - -- S. Properly tasees after ¢ redtts NIA 1,628.00 Propertyy Tax by Jurisdiction 6. County - NIA 636,4? 7.Oly orTowc (Crl'ROFMONT[CELLO) NIA 606.46 8. Stabs General Tax NIA MONTICELLO MN 55362 -8822 9. School District ' (0982) — ---------------------------------------------------------- PAYABLE 2013 1g' HALF PAYMENT A. Voter approved levies NIA 213.08 B. Odserlocalleviea NIA 163.31 10. Special TaamgDistriob n try A. MBL HP NIA 8.72 11. Nan school voter approved referenda levies NIA Bill Number: 67753 12. Tatel emoarty taxb.kG . Special wsmments - NIA 1,628.00 saments an asassments .WA 14. YOUR TOTAL PROPERTY TAX AND SPECIAL ASSESSl1 INTS _ MA 1,62&00 PAYABLE 2093 2nd HALF PAYMENT STUB p11A1E READ THE BACK OF THE STATEMENT Fafl1MPORTANTiNF ORMATION TO AVOID PENALTY PAY ON OR BEFORE: NOVEMBER 15 If your address has changed please check this box and show the change on the hack of this stub. .0 Property ID Number: R155- 171- 000060 SECOND v2 TAX AMOUNT DUE: 814.00 Bill Number. 67753 PENALTY: TOTAL: a ID Number 24a203 MAKE CHECKS PAYABLE& MAIL T0: R0BWJ0 j. TITIVAIA wale ' ODUNrrAMITOWTI B+LUM 10 550OND SM0 NX ROOM 232 13111p1d.0,h6Y55313.1194 CITY OF MONTICELLO EDA 505 WALNUT $T STE 1 tba�«pva.rtud�a�mm v d nAywvreo µmavau�uvdaecx c tlananowaa. MONTICELLO MN 55362 -8822 — ---------------------------------------------------------- PAYABLE 2013 1g' HALF PAYMENT ----------- STUB O ERFAaddres has box has - - --.. changed SboxNFOpMATICN. If 'our address changed please cheokthls the bads lKs TO AVOID PENALTY PAY ON OR BEFORE and sMwthe change an of stub. n try FULL TAX MOUNT: $1,628.00 Properly ID Number: R166-171-000060 FIRST 1/2 TAX AMOUNT DUE: 894.00 n ©P Bill Number: 67753 PENALTY: TOTAL: ga [D Number.24a2m M4KECHECKS PAYABLE &MAIL T0: ROBERT j. }IIIVAIA WRIGET COUM AUD11OWIFUM 1RM 10 SECOND 93=x,V7. ROOM 232 EI]1PNA, MN 5 5 3 1 3 -1194 y� CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 as nucagsw: ttn' waewss!ee.?'cnrmrawhotaw�recep! �+r�p �++�naei med�urdrara<a MONTICELLO MN 55362 -8622 Northland Securities, Inc. 45 South 7th Street Suite 2000 Minneapolis, MN 55402 -1625 vsn Voice: 612 - 851 -5900 Fax: 612 -1151 -5951 Invoice NORTHLAND db SECURITIES Invoice Number: 3247 Sold To: City of Monticello Wayne oberg 505 Walnut Street, Suite 1 Monticello, M[d 55362 -Invoice Date: 4/15/13 Page: 3 APR 18 2013 Customer PO Payment Terms 1 Sales Rep ID Duc Date 111lock 34 Net 30 Days 5/IV13 i Des(Aptlon Amount nr Servioes related to Block 34 Redevelopment. Please see attached detail. 3,040.00 Subtotal 3 , 040 . o o Sales Tax Total Livoice Amount 3,040.00 Check No; Payment Received TOTAL Northland 8"urities, [tic. 45 South 7th Street, Sttite 2000, Mlnneapolis, MN 55402 'Wi rr a 1 -800- 851 -2920 rya 612- 851 -5900 un 612- 851 -5987 www,northlandsecuritirs,com Member FiNRA and s1PC NORTItLAND STRATEGIES speclai Projects Group INVOICE SUPPLEMENT Client: City of Monticello ]Project: Block 34 Redevelopment Contact: Wayne Ober& City of Monticello 505 Walnut Street Suite 1 Monticello, MN 55362 Billing Period: March 2013 Services Performed • TIF Analysis for Block 34 • Presentation and meeting with EDA Staff Time Positiog Senior Professional Professional Support Total Staff Expenses Mileage Printing Other Total Expenses 'Total ThI6 Per-od Hours 19.00 19.04 Project Summary Total Budget (projected approved to bill hourly up to $5,000) Billed This Period Billed Previous Budget Remaining Rate Billable $160 $3,044.00 $135 $0.04 $105 $H0 $3,O�iQ.DD $0.00 $0.00 $0.00 $0.00 $ 5,000,00 ($3,040,00) $0.00 $ - ,460.00 Northland Securities, Inc. Page 2 of 2 OMN-ON Invoice submitted to: City of Monticello Attn: Angela Schumann 505 Walnut Street Monticello, MN 55362 Wilson Development Services, LLC 510 North Chestnut Street, Sulte 200 Chaska, MN 55318 952.448.4630 800.448.4830 FEIN 26- 1629971 Invoice Date Invoice Number APR 2 6 2013,' Lest Ok /'Oahe.. April 09, 2013 23161 3/13/2013 In Reference To: Acquisition & Relocation Services - Montgomery Farms Professional Services BL Used Bike Shop 311112013 DML Time Type memo to Angela S regarding lease status BL Used Bike Shop DHW Time Call with Rob regarding owner not sign lease yet. Memo to Angela - same BL Used Bike Shop 311 312 0 1 3 DHW Time Call Rob regarding leasing signed - received copy of lease BL Used Bike Shop 3/1 912 01 3 HNF Time Prepared Business Re- Establishment claim, Typed memo to Wayne Oberg, to Dan for Review, Updated file BL Used Bike Shop DHW Time Increased operating expense claim Discuss MnDOT claim form with Helen Prepare check request to City Call with Wayne •- discuss transfer of funds for unpaid rent 131. Used Bike Shop Hrs /Rate Amount 0.15 11.25 75.001hr 0.30 33.00 110.00/hr 0.10 11.00 110.00/hr 1.10 104.50 95.001hr 1.50 165.00 110.00ilir City of Monticello Monticello- Montgomery Farms Page 2 Hrs /Rate Amount 3/19/2013 DML Time 0.20 15.00 Send memo that Helen typed and relocation claim #2 to Wayne 75.001hr Oberg, Financial Director at City of Monticello BL Used Bike Shop 3/20/2013 DHW Time 0.40 44.00 Call from Rob - discuss claim #2 details. Email claim & memo 110.001hr 8L Used Bike Shop DML Time 0.20 15.00 Forward to Rob Butler another copy of memo sent on 2 -25, and also 75,001hr copy of memotrelocation claim sent to Wayne Oberg at City of Monticello BL Used Bike Shop 3125/2013 DHW Time 0.20 22.00 Received Rob's email regarding leaking roof, Call Angela - Left 110.00/hr message SL Used Bike Shop 3/2612013 DHW Time 0.20 22.00 Call with Angie regarding roof leak and relocation claim payment 110.00/hr, BL Used Bike Shop. 3/27/2013 DML Time 0.20 15.00 Forward to Angie M copy of memo sent to }fob Butler on 2125, copy of 75,00/hr memo sent to Wayne Oberg on 3119 and copy of pdf of Relocation claim dated 3119 all to be signed by Rob Butler when he picks up his oheck. BL Used Bike Shop LGT Time 0,30 28.50 Discussed with Dan claim 1#2 - reviewed; email to Angie with copy of 95.00 /hr claim /metros, have Butler sign first. Left message for Butler, check ready; need signed claim when he picks up BL Used Bike Shop 3/2912013 LGT Time 0.30 28,50 Call from Rob regarding concept plan, insurance; he will email 95.00 /hr invoices/estimate BL Used Bike Shop DML Time 0.20 15.00 Type memo to Rob in response to his email regarding insurance 75.001hr BL Used Bike Shop DHW Time 0.80 88.00 Received insurance information and metro from Rob. Memo to Rob - 110,00/hr insurance dollars paid to him. Need invoice for concept plan. Call Deb at Domain - made invoice to Rob. Memo to file BL Used Bike Shop City of Monticello Monticello- Montgomery Farms Page 3 Hrs/Rate Amount SUBTOTAL: [ 6.15 617.75' Good Clean Fun Tattoos 311112013 LGT Time 4.10 389.60 Call from John, verified old sq. ft. He's arguing past rent due to city, 95.00/hr recalculated CAM fees based on old sq. ft. Prepared move claim #2 and Business Re- Establishment claim #3 with attachments and summary. Drafted memo for Carpenter to sign regarding past rent from relocation funds, Call back from John and discussed claims and amount to be paid. Scanned and emailed claims to John requesting original back. Good Clean Fun Tattoos C)M L Time 0.16 11.25 Type memo to Angela S regarding lease status 75,00/hr Good Clean run Tattoos DHW Time 0.40 44.00 Discuss with Leah her call with John Carpenter regarding rent 110.001hr dispute. Memo to Angela -same Good Clean run Tattoos 3/18/2013 LGT Time 0.50 47.50 Received fax and call from John with signed claims 2 and 3; he will 95.00/hr mall originals. Left message for /call from Angle regarding next check run /need original claim before releasing check. Good Clean Fun Tattoos 3/19/2013 LGT Time 0.10 9.50 Received signed claims I mail 95.00/hr Good Clean Fun Tattoos 3/20/2013 LGT Time 0.60 57.00 Prepared check request and emailed with scanned copy of claims 2 95.00/hr and 3 to Angie M at City. Good Clean Fun Tattoos 3125/2013 LGT 'rime 0.10 9.50 Email from /to Angie regarding checks ready but need to be approved 95.00 /hr by city admin. I say OK to release to Carpenter after she gets final approval. Good Clean Fun Tattoos 3/27/2013 LGT Time 2.50 237.50 Tried to call Carpenter, unable to leave message regarding checks 95.00ft ready for claims 2 & 3, he can pick up at city. Stopped at site - called Carpenter, told him checks were ready. Took pictures of replacement site, downloaded and printed for file, Discussed with Dan. Notes to file Good Clean Fun Tattoos City of Monticello Monticello- Montgomery Farms page 4 4 Hrs /Rate Amount SUBTOTAL; [ 8.45 805.75; Pizza Factory (Ekegren) 315/2013 DHW Time 0.20 22.00 Received Angela's letter to attorney regarding eviction 110.001hr Pizza Factory (Ekegren) 3111/2013 DML Time 0.30 22.50 Type memo to Angela S regarding phone call with Gary 3111/13 75,001hr Pizza Factory (Ekegren) DHW Time 0.40 44.00 Call with Gary - discuss move out plans & insurance. Memo to 110.00/hr Angela - same . Pizza Factory (Ekegren) 3/16/2013 DML Time 0.30 22.50 Type email responsa to Angela regarding draft letter 75.001hr Type draft letter to Pizza Factory as if coming from Jeff O'Neill, City Administrator Pizza Factory (E.kegren) DHW Time 0.40 44.00 Draft Notice of Lease Termination 110.00 /hr Pizza Factory (Ekegren) SUBTOTAL: [ 1.60 155.00' z- Project Management 3112/2013 HNF Time 1.00 95.00 Confirmed paid relocation claims vs remaining claims needed for 95.001hr each displaces. Updated file z- Project Management 3/13/2013 DHW Time 3.00 330.00 Attend EDA Meeting - relocation update 110.001hr z- Project Management 3/31/2013 DML Time 2.33 174.75 3/1 - 3/31, 2013 - Consultant entries recorded to database for 75.001hr clienticase history, status and file maintenance /backup. z- Project Management SUBTOTAL: [ 6.33 599.75: For professional services rendered 22.53 $2,178.25 City of Monticello Monticello - Montgomery rarms page 5 Additional Charges _QWPrlce, Amount Good.Clean run Tattoos W27/2013 LGT Mileage 87 49.16 Mileage -1 -1 -2013 IRS Rate - drove to replacement site - took pictures 0,57 Good Clean Fun Tattoos SUBTOTAL: [ 49.16; z- Protect Management 3/13/2013 DHW Mileage 106 59,89 Mileage -1 -1 -2013 IRS Rate - attend EDA meeting for relocation 0.57 update z-Project Management 3/31/2013 Copies - Internal 16 2.40 Copies - 311 - 3131, 2013 0,15 z- Project Management SUBTOTAL: [ 62,29; Total costs $111,45 For professional services rendered 22.53 $2,289.70 Total amount of this bill $2,2II9.70 Previous balance _$6; 3126/2013 Payment - Thank You, Check No. 110417 ($4,159.99 Total payments and adjustments ($4,159,99 Balance due ��6-13' 35 sy *" R ROBERT',). HUALA �'-p WRIGHTGOUNWAUIIITOWRMURSR 13p I 10 SLCONB STRBETN.W. ROOM 232 03 � 7636A72% 7633168121974 5 84 >me wwir,Co.wright.mn.as (Property ID #: RIBS-01M670110 Taxpayer ID Number: 248203 CITY OF MONTICELLO EDA 506 WALNUTST STE 1 MONTICELLO MN 65362-8822 II�Il�rllrl, llun�Ildl [111111113[1111111'II'II� I��d�rJrJJ You may be eligible for one or even two refunds to reduce your property W. REFUNDS? Read the back of this statement to find out how to apply. Property Tax Statement for Taxes Payable In 2013 Description: Sect -11 Twp -12I 1 Range -02S ORIC31NA.T. PLAT 1vIOT1TiC$r.I.p 1,2,3,4&5 BLKB 2 6 2013 ! I Taxes Payable Year: 2012 2013 Estimated Market Val= . Homestead Exclusion: Taxable Market Value: Newimprovementsl sxpnea Reclusion: PropntyCLassiGrotim B)MfMT Bair 1. Use this amount on Pam MIPRto sea ifyou are oHgible for apiraporty tax rafimd. ❑ File by Augvat 15. Ifdtis box is checked, you owo delinquent m?ca OW Era not eligible. 2. Use these amounts'on Fa,m M1PR to see if you are eligible fora special rotlmd Your Properly Tax and Credits'• 3. Your property taxes before credits, -.. 4. Credits that redom yow property taxes - A. Agcvlk"al market valve credit . B: Other Credits S. Property tatxos apior credits - Properly Tax by.lurtadicHan 6. County 7. City orTowa (CrrYdPMoNnCffLLo) - I- State(kneral7Lc , 9. School l)iattict (0982).. . ' . - _ _ A'. Voter approved levies B. Other local levies le. Speciat'iatdagbistricta - Il. Non -school voter approvedret'mnda levies 12. Total property taxbef6re apeatal assessments Special AssessmeG orr our Properly 13.Spe alassessmeuts -_..- PnacipalS 2, 403:8& rniarestS 405,44 2,992.86 2809,32 14. YOUR TOTAL PROP78RT YTAXAND SPECIALASSESSIiMNTS 2.992.86 PAYABLE 2013 2nd HALF PAYMENT STUB 11 sEREADTHEBAOKOFTHESTATEMFUT FORIMPORTANTINFORMATION. TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15 H your address has changed please checkthis box and show the change on the back cf this stub. Properly ID Number 11155 -010. 067010 SECOND 112 TAX AMOUNT DUE: $1,404.66 PENALTY- TOTAL: Bill Number: 2assa ID Number:24mm CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 MONTICELLO MN 55362 -8822 MAKE CHECKS PAYABLE & MAIL TO. ROBSRT1. MVALA WR MT COLMY6pD11'pli rMsum 1081 WM ST1iW N.W. R00di 232 BWALO, IWN 55313-1194 N, a,sles.rMh a }ew'n kl 7L S —plsvdd N V. nMak M h—A -------------------------- - - - - -- C PAYABLE 2013 18t HALF PAYMENT STUB— T Pi. EABE READ THE S ACKOFTHE STATEMENT FOR IMPORTANT INFORMATION . If your address has changed please check ibis box TO AVOID PENALTY PAY ON OR 13F.1' ORE: and show the change on the Case 2tub, FULL TAX AMOUNT: $2,809,32 Property ID Number: RISS -010- 067010 FIRST 112 TAX AMOUNT DUE- 1 4174.66 Bill Number 20895 PENALTY: TOTAL; ID Number 2482w MAKE CHECKS PAYABLE & tIl9AIL TO, R:OBERTI. HnVAIA WZrjlFf C0Ur1RAUDT10WT9UftWBR IG SKOND MMT N.W. Wm 232 RRfMAW, IAN 55313 -1194 CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 oaea ps�evrc� vaq c me m.�wis, r. �y �a�p ins r«aµsw a n ma asagro.d MONTICELLO MN 55362.8822 t N Ala t E� cc I� aR 35 423,61 SE 31 sari w. ROBERTJHEVALA � �� V7R GHT GOUNTYA T1Y)EITREASIIRB[t Qll 03 10 SECOND STREET N.W. ROOM 232 BUFFALO, MN 55313 -1194 #Kr Taxable MarhetVarue: r 763. 682.7572 or 763 -682 -7584 180,801 www.00.vr1{Qht.mpu s 1D #: Riw -oi0 -O 1 Taxpayer ID Number: 248203 CITY OF MONTICELLO ESA 505 WALNUT ST STE t MONTICELLO MN 65362 -8822 I��i11r11d11prrr�1h111�111111111116111 411111 Jill 11r11111ar1d You may be aligible for one or even two refunds to reduce your property tax. REFUNDS? Read the back of this statement to find out how to apply. 1. Use this amount on Foan MUR to see ifyou are eligible for a property taxrefand. V9ehyAugustl5 .Ifthishoxisrheckrd,youowadalin nttaxebanderenoteligible. 2. Use Were amounts as Farm M1PR tosea ifvou are etis`a far a suede! roo-A BMW ae eretkts Property taxes A. A cultural markat value credit B.0 erCredils Property Tax Statement for Taxes Payable in 2013 Save for- future reference Descrlptlon: S- 11T WP- 12kRange- 07.5ORICIDAt.PIATMCP Tl HT O1A0)i3-. Block -034 MAR 2 6 2013 Taxes Payable Year: • ..,. ,:2b,72'. 257 Patlmated Market Value: 423,61 4112.79 Homestead Bxctusk au 483.79 383,74 Taxable MarhetVarue: 180,800 180,801 New Improvems! ent p PENALTY: 1] ""Mked Exaluslnna: 517.81 476,97 Wepertyr2aaai5.catiom COMM Comm 10. special Ting Mtdcw . RESNON-1i RMNOW -H 9 4,507.44 4,280.97 6. Caunty 423,61 4112.79 7. City crTmm (CrFYOFMONTICELIA) 483.79 383,74 1. Slats GMMITax , 1,047.04 1,076.20 9. SchaalDietrict (0682) p PENALTY: A. Vomr approved luvics 517.81 476,97 B. Other local levies 158.92 140.83 10. special Ting Mtdcw . 0 pt A. NM HP 12.05 5,52 B- TV 1,86422 1,794.92 11. Nun. - school v6bar appmvedwlerenda levies 12. Total property tax bofduaspe4alasmsments 4,$07 -44 4,280.97 Special Assessments.onYosr Property aoa smrua,s,sa wm,v�r�aw�aa sw aa�. m� wpe aanaerr kaw ronaea 506 WALNUT $TSTE 1 13. special asseaments pdnelpal $ 181.50 Interest $ 9.53 222.56 191.03 A.UrfflM 24611 -0 191.03 _- --- -- -- _ __.------------------------------------------- -- PAYABLE 2013 1st HALF PAYMENT STUB R.EASE READ THE BACK CFTHESTATEMENr FOR IMPORTANT INFORMATION. ------------._.._.-----------'--------------------------------------- PAYABLE 2013 2"d HALF PAYMENT STUB - - - - -- - -- --- P11A8E READ THE PACKOF THE VATFMENT FOR IMPORTANT INFORMATION. -- - - -- LI TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15 If your address has changed please check this box y and show the change on the back of this stub, Properly ID Number R155- 010.034im SECOND 112 TAX AMOUNT DUE: I S2 23600 p PENALTY: TOTAL: Bill Number: 20658 0 IN ID Number. 248203 MA KE CHECKS PAYABLE & MAk TO: 0 pt ROBERT J. UHVAJ PA i9RIGlrf CO= AUDDnVR/tRE SUM 10 SEOW S17ni8Y N.W. ROOM 232 BUFFALO, M 55313 -1194 CITY OF MONTICELLO I=DA aoa smrua,s,sa wm,v�r�aw�aa sw aa�. m� wpe aanaerr kaw ronaea 506 WALNUT $TSTE 1 MONTICELLO MN 55362 -8822 _- --- -- -- _ __.------------------------------------------- -- PAYABLE 2013 1st HALF PAYMENT STUB R.EASE READ THE BACK CFTHESTATEMENr FOR IMPORTANT INFORMATION. -� ---_— If your address has changed please check this box T To AVOID PENALTY PAY ON OR BEFORE: ARAY and show the thane on tha back of thjs stub, FULL TAX AMOUNT: $4.-172.00 tj Property ID Number: Rim-oi $4130 FIRST 112 TAX AMOUNT DUE: 6W Bilf Number. 20668 PENALTY: TOTAL: v On ID Number 24820s MAKE CHECKS PAYA8IE & MAIL T0: � -ROBERT], HWATA WRIGH.€ COIINi'YAUATIORII'RehtiORRiSR 10 SECOND STRE sT N.W. ROOM 732 rte„ Bi11'FALO,MN55313 -1194 CITY OF MONTICELLO EDA xus oltsatut, ®a,q cze varveeansm: new msa�bwwiere.maaa m� 5005 WALNUT ST STE 1 MONTICELLO MIN 55362 -8822 24 gn TY a, ROBE RT J., HUVALA 1, 4 WMGM COUNTS[ AUDrrOR/l'MUPER 3Z FIX"I to SWOFO S1'1i86'r Awl ROOM 232 Wi,3g BUFFALO, MN 55313.1194 'F+� •e1 765- 682 -7572 or 763 -682.7584 www,co.wrlgltt.tna.11s rope 6operty ID M 8155 -o10- 034140 Taxpayer 1D Number: 248203 CITY OP MONTICELLO EDA 505 WALNUT ST STE 1 MONTiCELL0 MN 55362 -8822 I III IIaIIagllrrr. I�I rII IIIIII II�rI IPrIIlahrllil>IIIlrgrrlrrlrl You may be eligible for one or even two refunds to reduce your property M. REFUNDS? Read the back of this statement to find out how to apply, Property Tax Statement for Taxes Payable in 2013 Desorlptlon: Sect-11 TWF -121 Reng"25 ORiGNAL I'LAT MO1vT[(;HLM I,ot -814 Block-034 ; . , WAR 2 6 2013 7 :. l Taxes Payable Year; 01 , ' 2013 Estimatedbtmket'Vabz: 46,000 .- 46,009 HomearmdIDmlusiaw Taxable Warketvalna: 46,000 46,000 New Improvements/ ExpicedExaluslom: Properly Ctessi5cation_ coma Comm 1. Use this ammmt on Form MIPR to we if you are eligible for a property tax mfund. El 15. Tf tbis box is chwl ed, You ovre delfixpept mates and nm not ellgtble. 2 Uso dix6 amounts an FermMlplr to sea if you are ehtgiVo for a speoW reflmd- . Your Property Tax and Credits 3 .Xoxarpropertytmras.)ae%re.m�adih 1,781.44 1,622.97 . .. B. other craft 11118E READ THE BACK 01 THE STATE MEKTFORIMPORTANTINFORMATiaN- - - - - -- S. Property taxes atter,cmilits 001.44 1,622,97 Property Tax by JuriadIttion_ and show the chance on the bade of this stub. PENALTY: 6. Coaoty -• 399,71) 407A6 7. City or Tows (CrrYOF.JMDNT1CMW) 457.91 388.81 8- State General Tax 470.12 483.21 9. School District (0882) ' - A. V'oterapprovedlovloa 239,66 223.65 _ B. Other local levies - 122 :64 114.25 �.. 10. Speoial Taxing Districts - CITY OF MONTICELLO EDA A. NELBP.- 1141 5,59 '11.1ift-schopl voterapproved reftren& levies MONTICELLO MN 65362.48822 12. Total property talc befoto special assassment9 1,701.44 .=97 Special Assessments on Your Property .: CITY OF MONTICELLO EDA 13; Special assassmenta Frmmpal5 18115p Tututa - 9.53 200.56 191.03 , -------_—_. _._.- ...----------------- - ---_— -..-.----------------'-------'-------------- PAYABLE 2073 2nd HALE PAYMENT STUB 11118E READ THE BACK 01 THE STATE MEKTFORIMPORTANTINFORMATiaN- - - - - -- TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15 If your address has changed please check thls box and show the change on the back of thisslub. Properly 10 Number R155.010- 034140 SECOND 112 TAX AMOUNT DUE: $907.00 and show the chance on the bade of this stub. PENALTY: TOTAL: o MMOM RIB"10- 034150 Property ID Number 8155 010 034141) FIRST 112 TAX AMOUNT DUE: ,N18 Bill Number ., 2oas9 AVIKE CHECKS PAYABLE & MAIL T0: 0 g ID Number 248203 ROBOLTJ.EUVALA WRIGHE COMAAOI'foR/PT4STJrtRd Bill Number: 20658 10 SE80ID $1RFFr N.W. ROOM 232 148 IL) Number. 24B203 BIIPPALO, MN 55313-1194 CITY OF MONTICELLO EDA W61GHx 'CO1LYrrA1lD11�OliIlEE9SBSIDt �� 505 WALNUT ST STE 1 awn- Taeanu �wqa xam,� neeeabrorreeewa aa4 n atrxnasa s a nmx+a D S9CO1' D 3fltllsf N.W. R0001 4Z MONTICELLO MN 65362.48822 BUFFALO, b14 55315 -1194 ------- ------------------------------------------------------------------------ PAYABLE 2013 191 HALF PAYMENT STUB PLEASE READ THE BACK OF THE STATEMENT FOR IMPORTANT INFORMATION. - - - - -- If your address has changed please cheokihis box TO AVOID PENALTY PAY ON OR BEFORE: and show the chance on the bade of this stub. FULL TAX AMOUNT: $1314.00 e 5 IR Property ID Number 8155 010 034141) FIRST 112 TAX AMOUNT DUE: PENALTY' 0 g MP#: R155- 01M34150 Bill Number: 20658 MAKE CHECKS PAYABLE & MAIL TO: 148 IL) Number. 24B203 BOB1RlTJ. ] aVALA W61GHx 'CO1LYrrA1lD11�OliIlEE9SBSIDt �� D S9CO1' D 3fltllsf N.W. R0001 4Z BUFFALO, b14 55315 -1194 �w CITY OF MONTICELLO EDA 505 WALNUT 5T STE 1 ba,:asenasa�aewa�r�ar,waadsaawv cna c wauuea�wmxmesa MONTICELLO MN 55362 -8822 35 60 N ° ROBERTLT�VALA WKGETCOUNTYA JTO"Rrfd,SiM 00 ►17* la ��S H.13.1194 32 Property Tax Statement °3 ++� 763-682-7572 -7 or 763-682-7584 for Taxes Payable in 2013 lvww,co,wdghtmn,us Description: f0 a ID �: R155.01p- 034150 Sectr 1 1Twp-1 21Range- 0245 ORWINA LPLAtNbowII',Cpiixl'gat,o;s '- Block -034 UAY 2 6 2013 F ' TaxpayerlD Number: 248209 CITY OF MONTICELLO EDA F, 505 WALNUT ST STE 1 MONTICELLO MN 55362-8822 Taxes Payable Year; -2012 "' ` " -" 2D9 I[[ Ii[' II' I[ llnnii61i1�IIIIliLI1�L�lld1 'Il��t�[�rl�n661 r Bstimetefl Market'V'a1ue: - 565,200 593,400 You may be eligible for one or even two Y g anlgoeaa kotValue: Taxable ldarket'Velue: 568,7010 593,400 to reduce our property tau. $ New lm mvwantsl ,refunds REFUNDS? the back of this statement to find ExpireExausioae: PropersyCassiaeation. Comm Co mt out how to apply. 1. Use this amcaat on. Paim MlPR ro see if you are eligible fur aproperty cix rend. Pilo b5 August 15. If 11df box Is checked, you owe delia*ent taxes and are not oaglble. ❑ 2, Uaa these ainomtt5 on Form MIPRto see if you ate eligible -ft a special rofbnd. our Properly Tax and Credits 3. Your property taxes before credits 19,713.77 19,692.15 4. Credits that re dreg year pretxMy taxes A. Agricultural market vaMe credit H. 00orCredits 5. Property taxes after credits _ I9,713� 19,69x.15 Prppergr.Tax 47r urisdit tion 5 Coaa6y. ' 1,800.11 1,796.14 7 -City or Town (CITY OFMONI'ICELLO) 2,061.60 - 1,713 -72 ' 8. Stale General Tax 5,423,75 5,839.51 9, School District (0882) A. Yoterapproved levies 1,801.73 1,725.05 R otherlocal levies 632,33 58CM 10. specrel TaxftDlsrda .% A.M.a'LNP 51.36 24,65 ' B. TIP 7,942.89 8,00832 El. Noa�chooivetsrapprove8teferenda levies 12.' lbt al. propertytaxhel +ytospecislassaasments 19,713.77 19,6 2,15 cial Assessments on Your Prope L3.specialassessments Principal$ 273.49 Interest$ 1436 32423 287.85 ' ,A.UTI4iM 24611 -0 287.85 ---- ..- .._._-------------- - - - - -- -------------------------------- PAYABLE 2013 2nd HALF PAYMENT STUB 111A,IRE10' .WK OF THE STATEWNTPONIMPOMANTINrORMuTrnN. TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 15 E] If your address has chanced please check this box and shorn the change an the back of this stub. Property ID Number 8155- 010 - 034150 SECOND 112 TAX AMOUNT DUE: I $9,990.00 PENALTY: TOTAL: MP#: R165-010- 034150 Bill Number:2owa ID Number: 248203 CITY OF MONTICELLO FDA 505 WALNUT ST STE 1 MONTICELLO MN 55362 -8822 MAKE CHECKS PAYABLE & MAIL T0: ROBMT J. IMVAT A wRlclrl COrrt7rynllDrroWrR6as0Ret1 10 UCOFO STUNT N.W. ROOM 232 flawao, 70 55315 -1194 M Wx81MUapIP44MMYda rmd w kbrd Noma& PAYABLE 2013 1St HALF PAYMENT STUB PLEAIEAEAD THE BACK OF THE STATEMENT FORIMPCRTANTINFORMATION. If your addess has changed please check this box TD AVOID PENALTY PAY ON OR BEFORE and show the change on the back Df this stub, FULL TAX AMOUNT: $19,980.00 Property iD Number. R155-0,10-03415D FIRST 112 TAX AMOUNT DUE: $9,9911.00 MP#' R155.Ot0-034150 PENALTY: TOTAL: Bill Number: 20660 ID Number: 249203 MAKE CHECKS PAYABLE & WE TO. ROBERT J. HUVAT A wtacxr fouerllrnnDtrolrrrxntisaReR 10 MCOND 81T01gP N.V. WON 232 6i7FFA0, MR 55313 -1194 CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 n,ns<e¢csaurt'ms.nswa twcanuaeac,zkamRnw6r 1x„a,epe Aspu�eamxo oat rmoma MONTICELLO MN 55362 -8822 t OR A rag k �yP a 25 y y *'�" ROBERT J. HUVALA 31 WRIGHT 0011MYAUUITORtTREASUREH 10 SFC4JID STLtIIDT N.W. ROOM 232 BUPFALO,l8Ua55313.1194 ©3 �r 765-682-7S72or763-68217584 wvm. c0,wrigltkaut,us ro B ID #., m66 -gi0 -050011 Taxpayer 1D Number. 240203 CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 MONTICELLO MN 55362 -6822 111111rlhilllas11111 llllllllll'I11111111 nInIrl Property Tax Statement for Taxes Payable in 2013 Description: Sect-11 Twp -121 Reego-025 ORIGINAL FLAT MONTIOS,(40 Lat-0Ol Black -050 Sin OF LTS 1,2&3 2 0 2013 Taxes Payable Year: -2M2 210113' S. Property tax0a after credus EstlmatedMarkarvalim 130,700 130,700 You may be eligible for one or even two H0meffMdBaxlusi6n TaasbleMakat Naha: 130,700 130,700 refunds to reduce your property tax. $$$ NeWhVe'=fflW 866.55 REFUNDS? Bead the back of this statement to find 0xgued Bxcluaiaoa: FrapariyclasslOraNaa: Comm Comm out how to appfy. 1,062.07 1,029.98 I. Use this amount on Farm MlPR to we if you am alleble fbr aproperty taK z4Lnd Pilo WAuguat 15. Ifthis bmt ls.checWd, you we de0ngaenttaxes and are not eligible. ❑ 538Si 2. Use these smavotc op Form MIPR tow if you are eligible for a special refund. 268.66 250.23 four Property Tax and Credits 0 oz 3. Your pmparty Lm=before gredits - - 3,69942 3,528.04 4.00 itsthatreducayotvproparly taxes � S. Property tax0a after credus 3,89982 3,5284) -roperty Tax by Nrisdi0tica • . and show the char a on the back of ibis stzb 6. County 652,1,4 866.55 7. Ckuy," own (C- 7OFMON7IML0) � '. � 976.OS 828.76 B. Sfato Ganalal Tax 1,062.07 1,029.98 9. Schaal Diaidet (0882) - ' - - A. voter approved levies - - 576.18 538Si .' - ..B, Other lorallevies - 268.66 250.23 10. Special IldagDlabim 0 oz A.MBL 12 - 24.32 11.92 11. Non -school voter applgved rofatepda levies � 12 .ToWproperrytax6afdro special asse rents 3,699.42 3,528.04 ipacraI Assnaments on-Your Properly 13- 3peoml'esseasmente ', - 1,50058 WYOVILTOTAL PROPERTY TAIL AND SPECIAL A8900SNITS 5,206.60 3,528 00 ----------------------- ------- - - - - -- W PAYABLE 2013 2 "d HALF PAYMENT STUB 11EAS EREA4me SACK OF THE KA TaItErr FOR IMPORTANT INFORMATION. TO AVOID PENALTY PAY ON OR BEFORE: OCTOBER 78 � If your address has changed please check this box and show the change on the back of this stub. Property ID Number, R155-0104050071 SECOND 112 TAX AMOUNT DUE: 1 784.00 PENALTY; TOTAL: Bill Number: 20797 ID Number: 248203 CITY OF MONTICELLO EDA 5005 WALNUT ST STE 1 MONTICELLO MN 65362 -8822 WKE CHECKS PAYABLE & AMIX TO.- RO]B]H21' J. HIIVAIA VkrMCOUMAMITORITRIU M11 10 SSC0N0 S1'RW N.W. ROOM 232 13U1FA10, MIf 55313 -1194 ea i�w( tOBmthiro6AB9�' oHiC1' ar unulticlp: khyrarecep .lt�ll,ecekebwMllllsO,atl:b Mlmercd is PAYABLE 2413 let HALF PAYMENT STUB PLEASE AM THE BACK OF THE STATEMENT FOP IMPORTANT INFORMATION. []if your address has chapped please check ihis box — —y and show the char a on the back of ibis stzb TO AVOID PENALTY PAY ON OR BEFORE' a FULL TAX AMOUNT: $8 828.00 Property ID Number. 8166- 610-050011 FIRST 112 TAX AMOUNT DUE: $1,764.00 Bill Number. 20797 PENALTY: TOTAL: 0 oz ID Number. 248203 !MAKE CHECKS PAYABLE & MfUL TO: � ROBER7 J. HIEVALA TMGHT COUM AUDITORNIZU URHR 30 9MOND STREET N.W. ROOM 232 BMA10, MN 55313x144 CITY OF MONTICELLO EDA 505 WALNUT ST STE 1 MONTICELLO MN 55362 -8822 amngwp a n&q&AtNLYW —d6j" Is pwiewM [ -6. Ann Zimmerman From: noreply @merchanttransact.com Sent: Wednesday, April 17, 2013 10:54 PM 7o: AP Subject: Your bill from City of Monticello, MN is ready. Attachments: moreinformation.pdf City of Monticello, MN 505 Walnut St, Ste 1 Monticello, MN 55362 763.271.3228 8 AM to 4:30 PM Account Information Account: Service Address: Service Period: Billing Date: Due Date: Meter Reading Previous Reading Serial Date Reading 66989042 1/1/2013 302940 69815212 1/1/2013 0 Current Charges Water: Water: CITY WATER - TXBL Consumption Water: CITY WATER - TXBL Sewer: SEWER - COMMERCIAL Consumption Sewer: SEWER - COMMERCIAL Sewer: SW DISCHRG FEE - COM /APT/MH 2% Consumption Sewer: SW DISCHRG FEE - COM/APT/MH 2% Water Taxes: WATER TAX ON 100% Total Current Charges: Bill Summary Previous Balance: Payments Received: Adjustments: Current Charges: * Total Amount Due by: 5/20/2013 1 008673 -000 3698 SCHOOL BLVD 1/1 /2013 to 3/31/2013 (90 days) 4/17/2013 5/20/2013 Current Reading Date Reading 4/1/2013 304436 4/1/2013 0 Cons 1496 0 $0.00 $0.00 $17.00 $0.00 $20.65 $0.00 $0.41 $1.17 $39.23 $35.64 $35.64 $0.00 $39.23 $39.23 Ann Zimmerman From: Sent: To: Subject: Attachments: City of Monticello, MN 505 Walnut St, Ste 1 Monticello, MN 55362 763.271.3228 8 AM to 4 :30 PM Account Information Account: Service Address: Service Period: Billing: Date: Due Date: Meter Reading noreply @merchanttransact,com Wednesday, April 1.7, 2013 10;54 PM AP Your bill from City of Monticello, MN is ready. moreinformation,pdf Previous Reading Serial Date Reading 54063925 1/1/2013 3111680 Current Charges Water: Water: CITY WATER - TXBL Consumption Water: CITY WATER - TXBL Sewer: SEWER - COMMERCIAL Consumption Sewer: SEWER - COMMERCIAL Sewer: SW DISCHRG FEE - COM/APT /MH 2% Consumption Sewer: SW DISCHRG FEE - COM /APT/MH 2% Water Taxes: WATER TAX ON 100% Total Current Charges: Bill Summary Previous Balance: Payments Received: Adjustments: Current Charges: * Total Amount Due by: 5/20/2013 * This was the amount due at the time of billing. 007256 -001 100 BROADWAY E 1/1/2013 to 3/31/2013 (90 days) 4/17/2013 5/20/2013 Current Reading Date Reading 4/1/2013 3130380 Cons 18700 $0.00 $22.60 $17.00 $73.99 $20.65 $1.48 $0.41 $2.72 $138.85 $212.76 $212.76 $0.00 $138.85 $138.85 �CenterPainte Energy Always There.' QUESTIONS OR COMMENTS? - CenterPoint Energy - PO BOX 1144 MINNEAPOLIS MN 55440 -1144 (Address not for bill payment) Monday - Friday Call 8 a.m. - 5 p.m. Bill into 612- 321 -4939 CenterPointEnergy.com ACCT SUMMARY Gas charges I Custo mar name CITY OF MONTICELLO ANGELA SCHUMAN Account number 9738641 -0 Billing date 46/0112013 Date due 05/2912013 Total amount due $ 12,82 ACCT SUMMARY Gas charges Previous balance $12,82 Payment 0412512013 -12.82 Balance forward $ 0,00 Current billing 12,82 Total amount duo $12.82 SERVICE ADDRESS 100 E Broadway St DIDYOU KNOW? Monticello IAN 56362 -8321 YOUR GAS USAGE Meter# M19II02312729 Your account is ready to viaW n6w. register for free online account access. View balance, usage history, make an online payment, view recommendations for saving energy and money with My Energy Analyzor, and much Moro. Reggister, at CenterPointRnergy.com/ myaccountonlino. Pay your next bill without lifting a linger. To enroll in Automatic Bank Draft, just slgn and date the back of your bill stub and return to us with a check for your payment amount. It's that easyl 28 Day blllin period 0410112013 to 04/29/2013 97 96444,_ Currant rearing 04/28/2013 9934 Previous reading 04/0112013 0034 MCI6red usage oo CCrX7batm !actor or 1.0070l = iTiatme Qsod In 2$ days.a 0 ' Next meter reading 06/2912013 Next billing date 0613112013 YOUR BILL IN DETAIL Ccmllnd Firm Rate Basic charge $12,00 Delivery charge 0.00 Decoupling adjustment 0100 Geis Affordability PRG 0,00 State sa lee tax 0,82 Total Current charges Avg daily gao ties: lids period this yr 0,0 tltatmu; this patlad last yr 3.1 Therms Ab C8111BIA0ifit- frrergy Atwayye There! CEN ERPOINY ENERGY PO BOX 1144 MINNEAPOLIS MN 55440 -1144 $12.82 M DIY G 2013 Page 1 Of 1 Avg daty lamp: This parlod lhls year 41'F; this psdad last year 40Y, Moir thls porllon wilh payment Please do not Include leLlers or notes C Account number 97 96444,_ Elate due Total amount due 5/29/2013 $12.82 Amount paid $ CENTERPOINT ENERGY PO BOX 4671 M HOUSTON TX 772104671 M lih li' illll' n' IIIIIIIII' ilillul 'tiiiiNlil'ii'hll "Illliil'iil 0001677001 AV 0.3001 CITY OF MONTICELLO ANGELA SCHUMAN 506 WALNUT ST STE 1 MONTICELLO MN 66362.8822 _ pi, l�h 'hh�ilrili111111111111111111111 � lull�lll!'lalillii'I 0150083908098 007200OU0973964 lODDODUC3ClUl28aUUDUUn0128290 En@rgj Customer name THE GITY OF MONTICEI -1,0 ECONOMIC DEVELOPMENT Always There Billingdate mber 06101112013 Date due 05/2912013 Total amount due $12,82 — QUESTIONS OR COMMENTS? genterPolnt Energy — PO BOX 11144 ACCT SUMMARY Gas charges MINNEAPOLIS MN 65440-1144 Previous balance $12 2 (Address not for bill payment) Payment 013 -12.88 2 Monday - Friday Call 8-a.m. - 5 p.m. Balance forward ngard $ 0,00 Bill info 512 -321 -4939 Current billing 12,82 CentarPaintEnergy.00m Total amount duo $12,82 SERVICE ADDRESS 202 Pine St DID YOU KNOW? Monticello MN 65362 -8606 YOUR GAS USAGE Meter # M18822312867 28 Day biltin period 04/01/2013 to 04129/2013 Current reading 04/29/2013 6369 Your account is read to Y P rsvlous read Ing 04/01/2013 6369 vics>.: -;cow. Register for free Moteeed U9d& ' 60 GGF x Therm factor of 1.00781 b Thsrms used 162o days = 0 onllrro account access. View Next motor reading 06/29/2013 balance, usage history, make Next b(Iling date 06/31/2013 an online payment, view recommendations for saving YOUR BILL IN DETAIL Com /Ind Firm Rate energy and money with My Basic charge $12.00 Energy Analyzer, and much Delivery charge 0.00 more. Register at Decoupling adJustment 0.00 CenterPointEnergy.com/ Gas Affordability PRO 0.00 myaccountonline. State sales tax 0.82 Pay your next bill without Total currant ohargos $12.82 lifting a linger. To enroll in Autonnatio Barak Draft, Just sl?n and date the back of your bit stub and return to us with a check for your payment . amount. Its that easy) �• (s •• � i- j({ "'A4 '� V Fiii MAY r/�� 7'y�e/(� L013 1 {{I .5 Page 1 of 1 Avg daly 1smp: This perlud lhls yaw 41 °F; No perlsd last yaw aVF. rs coilerp(�w- 'En'e "rrgy Mail this padon Y. th payment. Prease da n01 inrluds WHOM ar natae < Account number 9429449 -3 Al 'Phe Date due 05/29/2013 Total amount due $ 12.82 CENTIE RPOINT ENERGY Amount paid $— PO BOX 1144 MINNEAPOLIS MN 55440-1144 CENTERPOINT ENERGY PO BOX 4671 HOUSTON TX 77210 -4671 1ri' 111111111 11' 1111111 Jill 111111 111hIll�'�11111f'I!f 90016700 01 AV 0.3601 THE CITY OF MONTICE=LLO ECONOMIC DEVELOPMENT ® 606 WALNUT ST MONTICELLO MN 55382 -8821 1111111111111111111111'1 J'111111111111 hill 1lllll11 U240078944t5 7 0 07200000942944930 00L11 000128201 0DUO0128290 AL IIiVJ�I MIniB Energy Customer name THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT Atweys There.° Account number Billing date 9429448 -6 06/01/2013 Date due 06/29/2013 Total amount due $ 13.51 -- QUESTIONS OR COMMENTS? CenterPoint Energy •- --�-- PO BOX 1144 MINNEAPOLIS MN &5440-1144 ACCT SUMMARY Gas charges (Address not for bill payment) Monday - Friday Call 8 5 Previous balance Payment 04!2612013 $16,66 � a.m. - p.m. Balance forward O,DD Bill Info 612 - 321 -4939 current urrant billing 13.51 Tot€il amount due $19161 SERVICE ADDRESS 208 pine 5t DID YOU KNOW? Monticello MN 65362 -8666 YOUR GAS USAGE Meter# M198023128e9 28 Day billing period 04/0112013 to 04129/2013 Your account is ready to Current reading 04/29/2013 Previous reading 04/01/2013 979 978 view now. Register for free Metered usage 01 WFX Therm facia( of 1.007aT= Therms used Ines days _ 1 online acomint access. Vlew Next meter reading 05/28/2013 balance, usage history, make Next biiling data 06131!2013 an online payment, view recommendations for saving YOUR BILL IN DETAIL Com /Ind Firm Rate energy and money with My. Basic charge $12.00 Energy Analyzer, and much Dellvery charge 1 therms @ $0,161061THM 0116 more. Register at Decoupling adjustment 1 therm Q $0,008201THM 0.01 CenterPointEnergy.com/ Gas Affordability PRG 1 therms C'ig $0.00490lTHM 0.00 myaccountonllne. Cast of gas* 1 therms Q $0.470001THM 0.47 Pay your next bill without State sales tax 0.87 lHtirtg a finger. To enroll in Dank Total current charges $13.51 Automatic Draft, Just sign and date the back of your bill stub and return to us with a check for your payment amount. It s that easy! 4 I3 l Avg cW IV gas use: This perlsd (his yr 0.0 therms; Ihie Period last yr 1 _o (harms Rage 1 of 1 Avg di tly temp: This parlod Ne year 4l % this psrlod last year WF. r (;gjtiE'Xl�fffnr — MsN this porllan rvfih payman". Please ds not Inaluds istlws pt Hates file,Wy Account number 9 5 A1lvavanwe bate due 5/29!2013 Total amount due $13,51 CENTERPOINT ENERGY Amount paid $ PO BOX 1144 MINNEAPOLIS MN 55440 -1144 CENTERPOINT ENERGY T+ PO BOX 4671 HOUSTON TX 77210 -4671 I�I�IItIIIIIt111 1IIIIII111 1illI III, Jill III 1111111111 MUM 01 AV 0.3601 THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT 606 WALNUT ST MONTICELLO MN 66362 -8821 tIIIlI11dII111111'III'IIiI" nil ' "III'II'fllll'fIIIII "Illlidlll 024UU78444540 007200000942944859000000013510 !10ppUU135190 % afn Energy Alter There° QUESTIONS OR COMMENTS? CenterPoInt Energy PO BOX 1144 MINNEAPOLIS MN 55440 -1144 (Address not for bill payment) Monday - Friday Call 8 a.rn. - 5 p,m. Bill info 612 -321 -4939 CenterPofntEnergy.aom DID YOU KNOW? Your account is ready to view now. 'Register for free online account access. Vlew balance, usage history, make an online payment, view recommendations for saving energy and money with My Energy Analyzer, and much more. Register at CenterPomtEnergy.coml myaccountonline. Pay your next bill without lifting a finger. -To enroll in Automatic Bank Draft, just sign and date the back of your bill stub and return to us with a check for your payment amount. It s that easy! Customer name THE CITY OF MONTICELLO ECONOMIC 05VELOPMENT Aoaount number 9429460 -1 Billing date 06/01/2013 Date due 05/29/2013 Total amount due $167,07 ACCT SUMMARY Gas oharges Previous balance $249,92 Payment 0412612013 -249.92 Balance forward - -- $ 0.00 v�, Current billing 167,07 Total amount duo SERVICE ADDRESS 112 E Broadway St Monticello MN 66362 -4664 $167.07 YOUR GAS USAGE 9429469 -1 Meter # M199091 03467 28 Day billing period 04/01/2013 to 04129/2013 $197,07 Current reacting 04/29/2013 3349 Previous reading 04/01/2013 3131 Metered ueage 218 CCF 7lTrierm laotor sl 1,00761 Tlrerma used 1n g days = 220 Text meter read ing 0612912013 Next billing date 06/3112013 YOUR BILL IN DETAIL Comllnd Firm Bate Basic, charge $1 8.00 Delivery ohatge 220 therms @ $0.168481rHM 34.87 Decoupling adjustment 220 therms CSC - $0.009871THM . 2.17 Gas Affordablilty PRG 220 therms ig $0.004901THM 1.06 Cost of gas" 220 therms @ $0 A76161THM 104.64 State sales tax 10.76 Tota I current eha rgos Avg dally gas use; This perlod lids yr 7.8 therms, this psrlod Iasi yr 3.7 Therms T R f?►' 1'P0111t. filergre�Y Jmways't'hene.' CENTERPOINT ENERGY PO BOX 1144 MINNEAPOLIS MN 65440 -1144 $167.(17 MAY 2013 ' �r Page 1 of 1 Avg dally tamp: Thle period this yaor 41'F; this period tout year WR Mail ibis pnrilon with payment. Plaass ds not Include lallara ar notes Account number 9429469 -1 Date due 129120 Total amount due $197,07 Amount paid $ CENTEPPOINT ENERGY PO BOX 4671 HOUSTON TX 77210 -4671 III III I III 111 11-1111111 I'll 1111111 'lll I'll lll'll' III I'll 1i111'lll 00015701 01 AV 0.3601 THE CITY OF MONTICELLO ECONOMIC DEVELOPMENT 605 WALNUT ST MONTICELLO MN 66362 -8821 11111111' 111111111' 111' ill!' "II"1Jill 11111111111111111111111111 8240078994565 0072UUUU09 424 4501400000016707000000167U750 5. Consideration to review .a Greater Monticello Enterprise Fund loan alpeffeation for Monticello Ventures KS LLC dba Culver's of Monticello Culver's and to direct preparation of loan documents (AS) A. REFERENCE AND BACKGROUND: The EDA has received a GMEF loan application from the owner of the Culver's restaurants in Monticello. Eric Knott and a partner purchased the Monticello Culver's in 2008. Early in 2013, Mr. Knott bought out his partner and is now in the process of refinancing the debt on this property as part of the ownership process. The applicant is requesting the EDA grant a GMEF loan in the amount of $149,500 to assist in the ownership financing of the property. The funds would be used to fill the gap between the applicant's current debt and the amount needed to refinance the loan. However, the applicant has suggested that GMEF funding would allow for the business to undertake future equipment purchases and potentially add additional employees. No specific information on timing or employment creation has been provided. The application indicates a job creation of 31 -40 employees. Mr. Knott has indicated that this number represents the retention of current employees. The GMEF loan program is intended and required by statute to fund only capital, not operational, costs for businesses. In the past, the GMEF program has been used primarily for the purpose of gap financing for capital improvements such as land acquisition or construction costs for new or expanding industrial or manufacturing projects. The GMEF has also been used as companion financing for new equipment for industrial or manufacturing businesses. In conjunction with these loans, the EDA has asked for corresponding job creation information. This has not only served the accomplishment of the GMEF's public purpose objectives, but also supports the City's comprehensive plan and the EDA's goal of creating living wage employment. Only recently has the EDA amended the GMEF bylaws to allow the fund to be used more broadly for commercial enterprises for the same purposes - new construction, expansion or equipment purchase. The GMEF Guidelines specifically cite the need to meet at least one of the following public purposes: a. To provide loans for credit -worthy businesses which create new jobs. b. To provide loans for credit - worthy businesses that would increase the community tax base. c. To provide loans to credit - worthy industrial or commercial businesses (new or existing) that would allow the ability to improve or expand their operation. d. In the event job creation is not a viable option, credit - worthy businesses have the ability to demonstrate public purpose by means of job retention. Further, the GMEF guidelines indicate that the use of loan proceeds is limited to: 1. Real property acquisition, development, & rehabilitation improvement costs EDA Agenda: 06/12/13 2. Machinery and equipment This application represents new territory for the EDA in terms of the purpose for which the funding is to be used. Staff s understanding is the GMEF would be used to bridge the gap between the value of the business (with land) and the current business (and land) debt. The assistance will ultimately allow the applicant to obtain more favorable loan terms through its primary lending institution. The applicant has suggested that the GMEF gap funding would place the business in a better financial position to retain existing jobs and create opportunity for future internal improvements and equipment purchases. Consistent with GMEF guidelines and due to the nature of the request, staff have asked the applicant to seek application review by the full EDA prior to any preparation of loan documents. Staff, as well the EDA's attorney, Kennedy & Graven has advised that should the EDA wish to direct the preparation of loan documents for this application, additional information should be included in or accompany the EDA's loan documents for EDA review. These items would include: • Additional financial information demonstrating credit - worthy nature of the business (profit and loss detail, equipment valuation, etc.) • Personal guarantee • Firm job creation and wage goals with compliance dates Kennedy & Graven has also indicted that the loan agreements would likely need to include a security agreement with UCC fling, acting as a security on the restaurant's equipment. The applicant's loan funding request, at $144,500, does not meet the level necessary to trigger a public hearing for business subsidy, which is $150,000. Al. Budget Impact: The GMEF currently has a balance of $850,000. A2. Staff Impact: Approximately 3 hours of staff time has been spent in the preliminary review of the application and preparation of this report. Staff has also consulted with the EDA attorney on this application. The applicant has submitted the required $200 application fee to cover these costs. If the EDA directs preparation of loan documents for the request, the loan fee will be used to cover expected staff and consulting attorney expenses. B. STAFF RECOMMENDATION: The EDA will need to determine whether this application meets the intent of public purpose as defined by the GMEF guidelines and whether the application demonstrates compliance with GMEF- outlined use of loan proceeds. EDA Agenda: 06/12/13 Staff would note that moving this application forward will set a new precedent for the use of GMEF funds. It is important to re -state that in this case, the GMEF loan would be used to bridge the gap between the value of the business (with land) and the current business (and land) debt. Similar financial circumstances could be facing other businesses at this time and this decision could open the gates for other similar requests. The intent of the fund is to leverage new investment, which is not the case in this situation. As such, staff does not recommend proceeding to loan document preparation. Should the EDA choose to direct the preparation of loan.documents, such documents will be prepared in accordance with the direction of EDA attorney in order to ensure compliance with State Statute for business subsidy. C. ALTERNATIVE ACTIONS: 1. Motion to direct the preparation of companion direct loan documents for Monticello Ventures, LLC, with the following terms: a. Loan Term of b. Loan Interest Rate of c. Loan Fee of _ 2. Motion to deny preparation of loan documents for Monticello Ventures, LLC. 3. Motion to table item for further research as directed by the EDA. In directing the preparation of the loan documents, the EDA is not approving the loan. This must be done at a subsequent meeting through adoption of a resolution which will include findings of public purpose for the loan. At that time, the EDA will have the opportunity to review the loan documents in full. D. SUPPORTING DATA: a. GMEF Application b. GMEF Guidelines c. Staff application response letter, 5131113 CITY OF MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Mm. �BUSINESS SUBSIDY APPLICATION BUSINESS ASSISTANCE FINANCING 763 - 295- 2711— infb@ci.mondcello.mn.us Name of Contact Person: Address: i 3 9 S 7111 - REQUESTED INFORMATION Addendum shall be attached hereto addressing in detail the following: 1. A map sbowing the exact boundaries of proposed development. 2. Give a general description of the project including size and location of building(s); business type or use; traffic information including parking, pMwted vehicle counts and traffic flow; tinning of the project: estimated market value following completion. S&,_ ,�_&-cJLA 3. The existing Comprehensive Guide Plan Land Use designation and zoning of the property. Include a statement as to how time proposed development will conform to the land use designation and how the property will be zoned. Sa& CL46alke4 4. A statement idea ifying how the increment assistance will be used and why it is necessary to undertake the project. 5� ,�_44cu.. S. A statement identifying the public benefits of the proposal including estimated increase m property valuation, new jobs to be created, hourly wages and other community assets. I) Aright County, MN Obeaconrm Date Omated: MQ013 p4p �' rviewr . •-' Parcel ED 155184001010 sea/TWp/Rnp 3-121 -25 Pf+oP ft Addraee 90395 STATE HWY 25 MDNTII10 Alternate 1'D Na G" 233 - 0" LAND 11 BLbGS Acrompa n/a Dim" rVa Brief Tax Dear POW Sept -15 Ti44p-121 Range -075 ]ARSON ODMMDNS Lot-001 B[at-001 (Nate: Not to be tmed on legal documwu) Last Data Upload: 5/2412013 6:21:34 AM r. eo'V RWYi w_. Lvim 41fm MIJNICI -- MVAIM T■ M M ip lLmmitys c3 c . [3 t 13 rwco OwwwAddrow n/a developed by The 8chmMor Coloration SCNVI" r wwwXdNmkwwmmOm 1.) Please see attached. 2.) 1 am currently seeking funding of $150,000 for the Cuhrer's In Monticello. The Culver's of Monticello has been in business since January 17'', 2005. 1 purchased the Culver's restaurant December of 2008. Since that time, we have taken revenues from $1,070,555 to $1,258,875 year ending 2012. It is estimated that our market value of this business In somewhere between $1.3 million to $1.5 million. it is my understanding that my request may be entering some unchartered waters, but I do believe it can be a great example of how the local governing powers and a local business can work together for the benefit of the community. With this new era of economic times, I believe we must look at how we conduct business with a different point of view to ensure success for everyone. 3.) Please see attached. The current use of the property is for a Culver's Restaurant, +4.) The Intended use of the Increment assistance Is to help fund the future improvements of the Culvees Restaurant. These improvements are intended to help insure the future success of the restaurant and enhance the dining experience of its guests. These improvements Include such Items as new equipment purchases and interior Improvements. At the beginning of this year, I bought out my partner which means that I am 100% owner of the Culver's Restaurant. To that end, It is my responsibility to ensure that I am financially stable to make the Improvements needed. This funding will also help ensure that the Culver's of Monticello can continue to grow its labor pool by allowing the operations to have the cash It needs to build Its revenue base and operations. 5.) it is my belief that the Culver's In Monticello is a great public asset to the city of Monticello. We believe in conducting our business In the highest most ethical manner and comply with all laws, rules and governing regulations. We work daily to provide our guests an outstanding dining experience In a family- friendly atmosphere. We provide our team members with a friendly, safe, respectful and professional work environment. We partner In education by promoting the restaurant industry as a viable and respected career choice. We are a community partner and are Involved in supporting state, city governments, local businesses, schools, churches and organizations. Since our purchase of the Culver"s Restaurant we have been able to build our top line sales by over $198,319 in the three years. As this has happened, our payrolls have also Increased to help support this growth. Ending 2009, our total payroll was $293,160 and ending in 2012 our total payroll was $348,687. This means an additional $55,527 has been redistributed thru this business to team members thru payroll. When broken down to actual hours it equates to an additional 38.51 hours a week or 6,W8 additional hours over the three years. These are payroll dollars that are put directly back into the local community. Not only has our payroll dollars grown, but our expenses have also increased to support this growth. Ending in 2009 our total expenses after payroll was $263,278 and ending in 2012 after payroll our total expenses were $327,550. Many of these dollars are redistributed to local businesses for supplies, repairs and maintenance, professional fees, taxes, and many other uses throughout the course of a year. We are In an economic downturn and as business values start to turn the corner it Is our belief that the Culver's Restaurant will only grow in va[ue. I estimate we will see business values growing somewhere between 3 to 5% depending on location performance. When growing revenues by 3 to 5% it increases payrolls by $13,000 to $20,000 a year. This equates to an estimated 37 to 58 additional labor hours a week. I think it Is also Important to point out that this funding will also give the Culver's Restaurant additional breathing room it needs to develop its team and operations. This also helps protect the current jobs that it does create at this time. Depending on the rates received an this assistance it is more advantageous than a traditional bank loan. 6.) 1 have been in the Culver's organization since the year of 2000. 1 opened my first Cuiver"s restaurant In November of 2WI which is located in Plymouth, Minnesota. Shortly thereafter, I assisted in the development and operations of the Culver's Restaurant in Forest Lake, Minnesota, which opened December le, 2002. It was during this time that i continued to develop my understanding of running a Culver's restaurant and what it means to be a true community partner. After a long negotiation process we purchased the Culver's of Monticello in December of 2008. Since this time, I have truly enjoyed being a part of the Monticello community. It Is a community with lots of moving parts and people that really care about what Is happening within It. There is a quote by Thomas Paine that states 'The World is my country, all mankind are my brethren, and to do good is my rellgion." This sums it up of how I try to live my life. It has become my belief and my experience that this same quote applies not only to my personal life but to all parts of my life. These parts are to Include my spiritual, my family, and my business beliefs. Thru the years i have experienced the ups and the downs of running a business. This helps me become a more seasoned individual which gives me good perspective to make the decisions that need to be made on a daily basis. I appreciate your willingness to review my application and If you have further questions you may reach me anytime by phone or email. (612 -232 -7000 or ek @ambhope.com) V" e 5' \ 1 t IR IN g q n . .. ;\ . . } �' f: - _ __ . ,,,,,:� � •' � m err "�' mok i 1 t} r a O pia*.. 4'�. i • �i .'.,ri'r Y��. ��y �. J ,. -.[:tar mr *•.' �9' � ;try � l a +4�� A •. � j � �� : .,rte �•�# hZ SRS. '.[ • ' ( t� 04 goo left r IUJ At Li ! s 4 ,Y a � g a 11 0 U� m m E m a m _ s 6. A written description of the developer's business, principals, history and past projects See 0.#"e'k I understand that the application fee will be used for EDA staff and consultant costs and =my be partially refundable if the request for assistance is withdrawn. Refunds will be made at the discretion of the EDA Hoard and be based on the costs incurred by the EDA prior to withdraw of the request for assistance. If the initial application fee is insufficient, I will be responsible for additional deposits. SIGNATLME Applicant's signature: Z�& Date: 1 °C; 1-� FINANCIAL B K LTND: 1. Have you ever filed for bankmptcy`f %VO 2. Have you ever defaulted on any loam commitment? NO 3. Have you applied for conventional financing for the project? yps 4. List financial references: r r � bolas 1111111111 11111:M1 5. Have you ever used Business Assistance Financing before? /1p If yes, what, where and when? PROJECT INFORMATION: 2. Amount of Business Assistance requested? —AAM 9P_ 3. Need for Business Assistance: 4. Present ovmcrssMp of site: S. Number of permaaent jobs created as a result of project? 6. Estimated annual sales: Present: Future: ! _ L16.3. VIP 7. Market value of project following completion: A%rnA- 19,U Je;, API S. Anticipated start date: 12 Completion Date: (o 3 3 FINANCIAL R& RMAnQN: 1. Estimated project related coats: a. Land acquisition b. Site development c. Building cost d. E . e. Architectural/engineering fee f. Legal fees g. Off -site development oosts 2. Source of financing; L Private financing institution r b. Tax increment funds �[ c. Other public funds d. Developer equity 4 PLEASE INCLUDE- 1. Preliminary financial commitment f om bank. --- wj,'I f l 2. Plans and drawing of project'_ 3. Background material of campany. 4. Pro Forma analysis. S. Financial statemem. b. Statement of property ownership or control. 7. Payrncnt of application fee of $200. 4.) CULVER8 OF MONIICELLO BUDGET 2013 REVISED 5,2843 Ordinary krconse k"M SA168 Food Salve 4000 • Food $.w 4066 • Refunds Total Food Sales Promollons 4094 • Discounts 4061 -Coupons Total Promollwo Total SALES Total Income Cost of Goals Sold • AVG WKLY SALES COST OF SALES Total Food Cow Paper Cost W 0 Paper supplies Totsl Paper Cost Total COST OF SALES Told COGS Groes Prom Expense OPERATWO EMNSES Pawroll Expenses 6010 • Hourly Labor Antonio Induded abow UAW - Eric Gumrdesd Pmts Tats! Payroll ESrpsraes Employes Bendlb 6600 • Payroll Texas - Employer 5610 - Workers Camp Insurance 6680 • Health Insurance SWO•Bonus: 6636 • Vacation 5626 • Employes Eduatim Total Employee t4ueaRI Direct Operating Expenses 6000 • Reatarwt Supplies 8030 • Janitorial Supplies 6969 • UnNorms 6110 • Music 6600 • Rspaks 3 Wbdenencs SM • Maintenance Contmela 6640 • Mets Removal 6660.Grounds 6 Parking Lot ToW Direct Operating Expenses Utilities 7010 • Electric 7020 • Gss 70.10 • Waw Total Uki9ttea General 6 Administration Taco - 016ee Supplies 7510 • Postage TM - Tdsphone 7641 • Telephone • Naragemart Period 1 % Period 2 % Period 3 % P.Mod 4 - -16 Period 6 % Period 6 % Paled 7 % 61,!90.63 102.0% 96,673.44 102.5% 104,82251 103.0% 98,990.82 103.5% 116,120.20 10215% 117AKOD 103.0% 12141" 102.6% 42.23 -0.1% -0.1% -1332,fi8 -0.1% 95-92 -0.1% wMll6 -U% 11577 -0.1% .71.22 •0.1% 81,118.60 10110% _9¢7_ _ 95,562.,562.17 100.0% 104,169,92 100.01A 98,690.70 100.0% 114,883,84 100.0% 117,741.22 100.0% 124,222.71 100.0% 4,419.54 •18% 4,739.81 A.891 .1,802.49 •1 7% -1,898.76 -1.9% -1,884.10 •16% 2,17821 -1.9% 2,048.87 47% •3,463.88 -5.3% 1,167.85 4.4% _ 4,032,75 •391A -3,37231 :1.4% 1,825.12 -42% -3,237.88 .2^ -1,615.52 •12% �-4088322 40% -6,897.48 $.2% •5,634.84 •5.894 ,5,271.08 5.3% 6,709.22 -6.8% -5,418.10 .4.8% -0565,19 ,2.9% 76,233.39 94.0% 89,665.32 93.8% 99,355.28-04.4% 93,623.81 94.7% 108,174.839424' 112,325.12 95.4% 12P,057.0297,1% 75,233.39 W.0% 80,886.32 93.6% 98,365.26 94.4% 93,823,61 94.7% 108,174.83 94.2% 112326.12 95.4% 120,657.52 97.1% 19,055,35 22,421.33 24,688.82 23,406.90 27,043.85 29,06128 30,164,38 23,523.82 20.0% 31,255.57 32.7% 31,258.96 90.01A 31,942.99 323% 35,843.75 342% 4322.37 300116 30,697.25 211.3% 2,433.50 401116 2,867A6 341% 3,125.70 6.0% 2,906.84 A0% 3,445.52 3.0% 3,532.24 3.0% 3,728,88 3Al% 2,433.50 3.0% 2x657A8 3.11% 3125.70 3.D% 2986.84 3.0% 3,446.52 3.0% 3,632.24 3.0% 3,728.85 3.0% 25967.31320% 34,123.05 35.7% 34 382.87 33.0% 34.909.83 36.3% 39,269.77 34.2% X854.60 33.0% 40.123.03 32.3% 50,278.07 82.0% 55.662.27 58.1% 53972.61 81.40A 713.78 59.4% 88,884.35 80.0% 73,470.52 82.4% 80,633.58 54,8% 50,278.07 62.0% 58,582-7 58.1% 63,972.61 81.4% 58,713.78 69.4% 69,694.35 80.0% 73,470.52 82.4% 80,533.68 54.8% 21,495.90 20.6% 21,608.12 2"% 23,44273 74;,6% 25,21&15 26.6% 24,700.03 21.a% 27,090.48 20,016 27,329.00 22096 2,67&94 3.2% 2,578,94 27% 2,578194 25% 2,578.94 2.896 2,570.94 22% 2,575.94 22% 2,57&94 21% 355.00 114% 365.00 0.4% 355.00 113% 365.00 0.4% 365.00 0.3% 355.00 0.3% 35600 0.3% 1,690.00 20% 1.600.00 1.7% 1x800.00 1.5% 1.5.00 1,0% 1,600.00 1.4% 1,600.00 1.4% 1.800.00 1.3% 26,027.84 321116 28,038.08 27.2% 27,974.87 26.8% 29,76Q09 30.1% 29,231.97 25.4% 31,812.42 28.8% 31,880.94 26,8% 2,587.08 3.3% 2,688.19 2.8% 2,901.21 28% 3,00&51 3.1% 3,039.52 2.6% 3,301.37 28% 3,328.70 2.7% 426.00 0.5% 429.00 0.4% 428.00 0.4% 421L00 0.4% 426.00 0.4% 428.00 0.4% 428.00 0.3% 362.00 0.4% 36200 0.4% 382.00 0.3% 36200 0,4% 362.00 0.3% 362.00 0.3% 382.00 0.3% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 ao% 0.00 0.0% 0.00 0.0% 0100 0.0% 71.00 0.1% 71.00 0.1% 71.00 0,1% 71.00 0.1% 71.00 0.1% 71.00 111% 71.00 0.1% 56.00 0.1% 55.00 0.1% 65.00 0.1% 56,00 111% 55.00 0.0% 55.00 0.0% moo 0.0% 9,803.08 4.4% 3,604.19 3.8% 3,817.21 3.7% 4,012.61 4.1% 3,956.52 3.4% 4,217.37 aft 4,244.70 3.4% 648.93 08% 754.88 0.9% 833.32 Davi 791.18 119% 919.07 0.9% 941.93 0.0% 983.78 0.816 324.47 04% 38233 9.496 416.76 04% 395.55 0.4% 459,54 04% 470.98 114% 490.89 04% 180.00 0,2% 15000 0.2% 1180.00 0.2% 160.00 02% 180.00 011% 16MOD 0.1% 15aoo 0.1% 12.00 0.0% 1200 0.0% 1200 0.014 12.00 010% 12.00 0,0% 1200 0.0% 1200 0.0% 811,17 1.0% W&83 1.0% 1,041.00 1.0% 988.95 1.0% 1,148.84 1.0% 1,177.41 1.0% 1,24223 1.0% 811.17 1.0% 955.83 1.0% 1,041.90 1.0% 988.95 1.0% 1,148.84 1,0% 1,177.41 110% 1,24223 1.0% 400.00 115% 40000 0.4% 400.00 0.4% 400.00 0.4% 400.00 0.39A 400.00 0.3% 400.00 0.3% 500.00 0.8% 600.00 0.5% 500.00 0.5% 200.00 02% 20000 0.2% 20000 0.2% 200.00 0.2% 3,687.73 4,5% 4,130.86 4.396 4,406.08 42% 3,938.83 4.0% 4,44828 3.9% 4,639.72 3.9% 4,747.13 3.8% 1,907.00 24% 1,800.00 1.9% t,075.00 1.9% 1,480.00 1.5% 1,668.00 1.5% 2,067.00 1.8% 2,030.00 1.8% 2,439-00 3.0% 1,411.00 1.5% 727.00 0,7% 306,00 0.3% 369.00 0.3% 274.00 0.2% 452.00 0.4% 253.00 0.3% 253.00 Q,3% 253.00 0.2% 333.00 0.3% 273.00 112% 273.00 0.2% 273.00 0.2% 4,699.00 6.7% 3,464.00 3.8% 2,955.00 28% 2,118.00 2,1% $497.00 22% 2,834.00 2.2% 2,795,00 22% 100.00 0.1% 100.OD 0.1% 100.00 0.1% 100.00 0.1% 100,00 0.1% 100.00 0.1% 100.00 0.1% 40.00 0,0% 40.00 0.0% 40,00 0.0% 40.00 0.0% 40.00 0.0% 40.00 0.0% 40.00 0.0% 120.00 0.1% 120.00 at% 120.00 0.1% 120.00 0.11A 120.00 a1% 120.00 0.1% 120.00 0.1% 100.00 0.1% 100.00 0.1% 100.00 0.1% 100.00 0.1% 100-00 0.1% 100.00 0.1% 100.00 0.1% CULVERS OF NONTMA LLO BUDGET 2013 REVISED 6.28x13 7642•Internet TWO .Ocss a $ubaoAptfOM 7880 - Credit Cud Fess T870 • Bank eervlcs Chew 7860 • Prumodorrr OtitCards 7590, Cash OrW Short 7900 • Conblbrdians 7820 - Travel S, &rtahburmrt 7860 • Advertising 7690 • PAnWrp 7718 • Payroit Services 7710 • FTotieslonal Feas 7776 • Empkryea Irr- Ives , 7726 • Miscellaneous Expanse Tote Genera! i AdmWsh an NonZoriftNkbbe X00 • Ltcanaa Few A Pamlps 6010 • Business insurance 8020 - Aocountbrp Few S030 • Roydty A Frnchiw Fees 8010 • fAsrbstinB Pass Sm • Property Tex WWW" 8000 • Common Ane Wlntenaws 8070 • Manaoanoert FM 89110 • Business Taws Tar Non4ontrolk se TOW OPERATING EXPENSIE8 Total Expense Net Ordinary Income Ourar kmomatFjpm" Loan Payment MordksYo 1.6%7 years 61110K Other Expanse Debt Service - RW 4,26% 28 Years e880K 9000 - PrinclPsYhkerant Experrs Total Debt Service DeprsWtlonlAnwrdEw"a 11999 • Arnortlxatlon Me - Dsprectetbn TOW OeprakBONAmrorttrelbn Tar other Expense Net Othar Income Nei Hoorne Period 1 % Perbd T % Farlad 3 % Parlod 4% Pertod E �� Pslod 6 4i Palod 7 % 55,00 0.1% 85.00 0.1% 86.00 0.1% 85.00 011% HAD 0.1% 85.00 0.1% 66.00 0.1% 30.00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.09& 30.00 0.0% 1,054.52 1.3% 1,242.58 13% 1,354.47 19% 1,2fta3 1.3% 1,403,49 1:3% 1,63Q64 1.3% 1,814.90 1.31A 30.00 0.0% 30.00 0.D% 30,00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.0% 3aW 60% 232.00 0.3% 232W 0.2% 232,W 0.2% 23200 0.2% 232.00 0.2% 232 D0 0.2% 23200 0.2% 0.00 0.0% aW 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% Q00 0.0% 175,00 0.2% 175.00 0.2% 175.00 0.2% 175.00 01% 175.00 02% 175.00 0.1% 175.00 0.10A 376.00 0.6% 375.OD 0.41A 376,00 0.4% 375.00 0.4% 378.00 0.3% 376.00 0.3% 375,W 0.3% 811.17 1.0% 865.83 1.W 1,041.90 1.0% 9118.95 10% 1,148.84 lvQ % 1,177.41 1.Q% 1,24223 1.016 25.W 0.0% 25.00 OA96 25.00 0.0% 26.00 0.0% 26.00 0.O% 25.00 0.0% 25.00 0.0% 296.00 OA% 296.00 0.3% 296.00 0.3% 206.00 0.3% 29640 0.3% 295.00 0.3% 296.W 02% 186.00 02% 185,00 0.2% 185.00 0.21A 165.00 0.2% 185.00 0.1% 155.00 0.1% 165.00 0.1% 50.40 0.1% 60.00 0.1% 50.W 0.0% 50.00 0.1% 50.W 0.0% MOD 0.0% 50.00 O.0% 5400 0.1% 50.00 0.1% 50.00 aD% 60.00 0.1% moo 0.0% 50.00 0.0% 60.00 0.0% 3,737.88 4.6% 4,070.40 4.3% 4,288.37 4.1% 4,146.58 4.20A 4,614.33 3.9% 4,580.D5 3.996 4,729.12 3.8% 55.00 0.1% 55.00 0.1% 55.00 0.1% 55.00 0.1% 56.00 0.0% 56.00 0.0% 55.00 0.0% 535.00 Me -A 836,00 0.7% 635.00 0.8% 835.00 0.6% 836,00 0.8% 596.00 0.6% W&W 0.5% 610.00 0.8% 810.00 6.8% 810.00 0.6% 610.00 0.6% 810.00 0.5% 810.00 0.5% Slaw 0.8% 3,DW.34 3.0% 3,587.41 3.8% 3,934.21 3.8% 3,744,94 3.1993 4,326.99 3.8% 4,493.00 3.8% 4,828.30 3.9% 1,524.57 1.9% 1,793.71 1.9% 1,907,11 1.9% 1,87247 119% 2,183.49 119% 2,2,W60 12% 2,413.15 1.9% 3,550.00 4.4% 3,550.00 3.7% 3,550.00 3.41A 3,550.00 3.0% 3,66400 3.1% 3,660.00 3.0% 3,550.00 2.9% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.096 0.00 0.0% 0.00 0.0% MOD O.D% QW 0.0% 0.00 0.0% MOD a0% 0.00 MO% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0-00 0,0% 0.00 0.0% MW 0.0% aW 0.0% 9 11.5% 110-291.12 10.7% 10761. 10.3% 10,487.42 10 X49 9.9% 11,559.61 9.8% 12,OS9.45 9.7% 51,059.32 829% 51,538.42 .996 64172.85 52.0% 54,43122 560% 56,867.57 59,17308 003% 80,438.34 4117% 51,059.32 S299A 51,538A2 _ 53.9% _ 54,172.05 520% 64,431.P2 66.D% 66,987,67 48.7% 59,173.08 5113% 80.438.34 487% 783.25 4,0% 4,023.84 4.2% 9,799.98 9.4% 4,26258 4,3% 12,898.78 11.2% 14,297.46 321% 20,097.24 18.2% 1,738.00 2.1% 1,738.00 1.8% 1,738.00 1.7% 1,738.00 1,6% 1,738,00 1.6% 1,738.00 1.5% 1,735.00 1.496 4,301.00 6.3% 4,301.00 4.5% 4301.00 4.1% 4,301.00 4.3% 4,301.00 3.7% 4,301.00 3.7% 4,301.00 3.6% 4,301.00 5.3% 4,301.00 4.51A 4,301.00 4.1% 4,301.00 4.3% 4,301.00 3.7% 4301.00 3.7% 4,301.W 3.5% moo 0.00A 0.00 0.0% 0.00 0.0% 0,00 0.0% 0.00 0.0% 0.00 0.0% 0.W 0.0% 1100 0.0% 0.00 0.0% 4W 3.0% O.W 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.D% 0.00 0.096 0.00 0.0% 0.00 0.0% 0.00 0.0% 4301.00 5.3% X301.00 _ 4.6% 4301.00 4.1% 4,301.00 4.3% - 4,301.00 3,7% 4.001.00 3.7% 4,301.00 3.5% 74,301.00 5.3% -4,301.00 -4.5% -4,301.W -4.1% -4,301.00 4.3% A,3D1.00_ 47% -4,301.00 37% -4,301.00 -3.5% e•a% -277.16 -0.3% 8,498.98 bA'8 -11L44 9.0% 8,595.78 7.5% 6.8% 18 796.24 Y2 7% CULVERS OF MONTICELLO BUDGET Will REVIBIM 54&13 pier Portod 9 % Period 9 % P4flod 10 % &dod 11 % Parlod 12 % Period 13 % TOTALS % Orcgnwy inconuVExpanae Income 6WLES Food Sales 4000 -Food Sales 149124 20 102.0% 111,082.83 1025% 93,747.36 1025% 6217402 102,5% 84,360:49 1020% 85,70329 1020% 1,326,047.52 100% 4066 -Refunds -184.72 -0.1% -43237 -0.1% -1896@ 42% -119.07 -0.1% 7633, 41% 41.96 -01% 1,583,81 0% Total Food 8atq 120,328.52 100.0% 110,9;1028 100.0% 93,577.78 100.0% 92,054 85 100.0% 91,274.16 100,0% 86,666 28 100.0% 1,324,463.71 1000% Promodons 4094- Luft 2,021.49 -1.7% 1,966.45 1.8% -1,787.34 -19% -1,739.84 -1.9% -1,515.90 .1.9% -1,473.36 S.7% -23,407.00 -1.0% 4063-Coupom -2,322.30 -19% ,2,573.58 d.3% 2645,32 2?% 3,571.73 -3.9% _ -1,686.48 40% -1700.40 -4.3% -41,01233 3.1% Toga] Pronmwom -4,343.79 -3.8% -1,869.23 -4.1% -4,332.86 4.8% -6311.67 -aS% -,202.42 -18% 4:,18276 -6.0% -04,6.33 49% Total Sol :115984,73 _ 90.4% 106,371.02 96.9% 89,245.13 943.38 94.2% 81,071.74 96.2% 81,485.62 .0% 4,258,954.38 951% Total Mlcoam 115,982.73 95.4% 108,371,02 96.9% 89,245.43 95,4% 86,743.38 942% 81,071.74 98.2% 81,486.91 94.0% 1,259,954.39 95.1% Cost of Goods Sold -AVO WKLY SALES 28,995.68 28,692.76 22,31128 21,685.84 20,287.94 20,371.38 S 24,229,89 COSTOF Sal TOM Food Coats 34,293.08 2La% 37,716.29 34.0% 30,412.78 925% 28,078.76 305% 25,450.80 302% 28,167.19 325% 409,669.80 30.9% Paper Coat 8010 • Paw awplive 31809,80 3.0% 3,327.91 &0% 2,807.33 3,096 2,781.66 30% 2,528,22 111% 2,600.05 3016 39,733.91 3.0% Toth Paper Coat 3,W9 -8D 3.0% 3,327.91 3.D% 4807,33 3.0% 2,761.85 3.0% 2,62822 3.0% 2,800.05 3.0% 39,733,91 3.0% Total COST OF SALEM 37,902.85 31.5% 41,044.49 37.0% 33.220.11 35.5% 30838.41 335% 27,979.02 33.2% 30,767.24 35.5% 449,308.51 33.9% Total COGS 78,079.88 64.9% 65,328.83 58.9% 68,02502 59.9% 55,904,97 807% 53,092.72 83.0% 50,71628 58,5% 810,680.88 61.296 Groan Prom 78,070.88 64.9% 85,326.83 58.9% 56,025.02 59,9% 55,904.97 GD.7% 53,092.72 83.0% 50,11828 58.5% 610,560.88 81.2% ExPvew OPERATING EXPENSES payroll RXPaness 6010 • Hourly Labor 27,676.10 23.0% 27,73258 26.076 22,928.58 24.5% 23,934.29 21LOU 21,068.64 250% 22,100.41 25.6% 316,208.87 23,0% Antonio included above 2,570,94 2.1% 2,578.94 23% 2,570,94 2.8% $578.84 28% 2,570.94 3.1% 2,578.94 30% 33,60022 2.5% Dow - 355.00 0.31A 395.00 0.3% 356.00 0.4% 35&W 0.4% 355.00 0.4% 35&00 0.4% 4,815,00 0.3% Eric GumnbW Pmts 1,800.00 1.3% 1.800.00 1.4% 1,000.00 _ _ 1.7% 1,600.00 1.7% 1,800.00 1.9% 1,60000 1,6% 20,800.00 1.8% Total Payroll Eqx awn 32,207.04 28.6% 32 64.50 29.1% 27,468.50 29.3% 28,46623 30.9% 25,800.48 30.4% 26,63235 30.7% 375,125.09 28.3% Emoployae Bonei%s 6600 -Payroll Taxes - EOrployer 3,388.77 2.8% 3,373.10 &0% 2,844A3 3.0% 2,955.28 32% 2,840.05 11% 2,753,58 3.2% 38,975.76 29% 6610 - WftrM a Comp Insurance 428.00 0.4% 426.00 0.4% 426.00 0.5% 428.00 0.50A 420.00 05% 428,00 0.5% 5,554.00 04% 6620 • Health hsurance 362.00 0.3% 352.00 0.3% 362.00 0.4% 302.00 0.4% 362,00 0.4% 352.00 0.4% 4,706.00 04% 6630 •llama: 000 QO% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0,00 0.0% 000 AO% 6635 • Vacafton 71.00 0.1% 71,00 0.1% 71.00 0.1% 71.00 0.1% 71.00 01% 74.00 0.1% 923.00 0.1% 6620 - Employee Education 56.00 0.0% 65.00 0.0% 66.00 0.1% 55.00 0.10A 55.00 0.1% 66.00 0.1% 71500 01% Total EmployseBonsfits 4,2x2.77 3.8% 4,289.10 3.9% 3,760,43 4.0% 3,871.28 4.2% 3,65806 4.2% 3,889,58 4,2% 5088378 18% Direct Operating Epersos 8000•Resta4MMSup010e 962.61 08% 887.44 0.8% 748,62 08% 736.44 0..8% 574,19 0.8% 893.35 08% 10,596.71 0.0% 6030 • JanNoriai Supplies 481.31 0.4% 44172 8.4% 374.91 04% 368.221 0..4% 337AD 0.4% 348.87 0.4% 5,297.85 0.4% 9090 UnifOMas 180.00 0.1% 480.00 0.1% 100.00 0.2% 160.00 0.2% 180.00 0.2% 100.00 0.2% 2,080.00 0.2% 01111 • Muck 1200 0.096 12.00 0.0% 12.00 0.0% 1200 QO% 12.00 0,0% 12.00 0.0% 166.00 0.0% 9600 • Ropdm & mabderroms 1,203.27 1.D% 1,109.30 1.0% 935.78 1.0% 920.55 1.0% 642.74 1.0% 688.68 1.0% 13,244.04 1.0% 66261 • Moin rmim" Contracts 1,20327 1.0% 1,109.30 1.0% 935.78 1.0% 920.56 1.0% 842.74 1.0% 868.68 1.D% 13,244.84 1.0% 6640 - Wants Removal 40D.W 0.31A 400.00 0.4% 400,00 OA% 40000 0.4% 400.00 0,5% 400.00 0.5% 5,200.00 0.4% 6660 • Grounds & Paddng Lot 100.00 0.1% 400.00 0.1% 200.00 0.2% 20100 0.2% 200.00 02% 400.00 0.5% 3,500.00 0.396 Total Oked OpwoUng Expanses 4,622.45 3.8% 4,221.77 3.8% 3,786.49 4.0% 3,717.76 4.096 3,468.77 4.1% 3,745.39 4.3% 53,318.84 4.0% UfOibee 7010 • Bodrlc 3,489.00 2.9% 2,062.00 1.8% 1,417.00 1.5% 1,8770D 1,86A 1,508.00 1.9% 1,739.00 20% 25,055.00 1.9% 7020.On 382.00 0.3% 403.00 O4% 42000 0.4% 606.00 0.6% 529.00 0.6% 798.00 09% 9,025.00 0.7% 7039 -Vwmw 543.00 0.5% 287,00 _ _ 0.3% 334.00 0.4% 1,096.00 12% 0.00 0.0% 000 0.0% 4,171.00 0.3% TONT U8811w 4,414.00 3.7% 2,732.00 2.5% 2,171.00 23% 3,279,00 310% 2,005.00 2.6% 2630.00 29% 36,261.00 2.9% General S Aftirdsoaam 7500-OAIcesupplies 100.00 0.1% 100.00 0.1% 100.00 0.1% 100.00 0.1% 100.00 0,1% 100.00 0.1% 1,30000 0.1% 7510 -Postage 4000 00% 40,06 0.0% 40.00 0.01A 40,00 0.0% 40.00 0.0% 40.00 0,0% 520.00 0.0% 7620•Tomphom 120.00 01% 120.00 01% 120.00 0.1% 120.00 0.1% 120.00 0.1% 120.00 0.10A 1,580,OD 0.1% 7641-Telephone-Maragenmd 10000 Ot% 100.00 0.1% 100.00 01% 100.00 0.1% 100.00 0.1% 100.00 0.1% 1,300.00 Ot% pier CULVERS Of MONTICELLO SUDGET 2013 REVISED 8.7&13 7542 • ktarnet 7860 • Dues & Sub"d9dons ?Us • Credit Cad Fe" 7670 • Bank Service Charges 7680 • Promotional Gtit Car& 7610 • Cash Over Short 7600 • Cordributiona 7820 • Travel & ra,bm "tment 1880 • Advertising 7160 • P. bid, Mill • Payroll Services 7710 • Prof clonal Fan 7718 Employ" Incwibv" 7720 • MMG&Haeous Expense Total General 6 AdmMetmdon Non-ControlloWes 6000 • License Fees & Po it WHO - Bwbroesknurince 8020 • Aaeou tim Fees 6030 • Royalty & Franchise Fees 6040 • Marketing Fen 6060 • property Tex Expense 0000 • Common Acca Maintenance 8070 • MuuSemend Fee 6090 • Business Tatty Total Non•Controlilables Total OPERATING EXPENSES Total Expense tM Ordinary Income Other lncom alExpense Loan Payment Monticello 1.8% 7 years :18010 Other Expense Debt Seryl" • MN 4.20% 26 Years "M 9000 • Prtrrdpalil6Merea! Expense Total 04M Service Depnd WAmoRlaatlon 1999 • AmarCsatim 9l" • Dapraofation Total DepreclatlonOAmorazalon Total Other Expense Net Olhar brcoms Met MCOM Period E % Period 0 % Period 10 % Period t1 % Pertod 12 % Period 13 % TOTALS % 85-00 0,1% 85,00 0.1% 85.00 0.1% 05.00 0.1% 86.00 0.1% 85.00 0.1% 1,105,00 0.1% 30.00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.0% 30.00 0.096 30.au 0.0% 390.0D 0.01A 1,564.24 13% 1,442.08 1.3% 1,216.61 134 1,190.71 t.$% 1,W6,66 1.3% 1,126.69 1,3% 17,218.03 1.3% 30.00 0.0% 3D.00 0.0% 30.00 0,0% 30.00 0.0% 30.00 0.0% 30.00 0.0% 390.00 0.0% =.0D 0.2% 23200 0.2% 232.00 02% 232.00 0.3% 232,00 0.3% 232.00 0.3% 3,016.00 0.2% 0.00 0.0% 0.00 0.0% 0.00 10% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 176.00 0.11A 175.00 02% 175.00 02% 175.00 0.2% 175.W 02% 175.00 02% 2,276.00 0.2% 375.00 0.3% 376.00 0.3% 375.00 0.4% 375.00 0.4% 376.00 OA% 375.00 0.4% 4,675.00 0,46 1,203.27 10% 1,109.3D 1.06: 035.78 10% 920.55 1.0% 512.74 1.0% 8!5.68 10% 13,244.64 1.096 25,00 0.0% 25.00 0.0% 25.00 0.0% 25.00 0.0% 25.00 0.0% 25.00 0.0% 325.00 0.0% 29510 0.2% 295.00 0.3% 286.00 0.3% 296.00 0.3% 295.00 0.4% 296.00 0.3% 31835.00 0.3% 166,00 0.1% 185,00 0.1% 10500 0.2% 18&00 0.2% 185.00 02% le5.00 0.2% 2,145.00 021A 60.00 0.0% 50.00 0.0% 60.00 0.1% 50.00 0.1% 50.00 0.1% 50,00 0.1% 860.00 0.0% 60.00 0.0% 50.00 0.696 60.00 0.1% 50.00 0.1% 50.00 0.4% 50.W 0.1% 860.00 0.0% 4,1W,51 3.9% 4,423,40 40% 4,024.29 4.3% 3,88928 4.3% 3,810.31 4.6% 3,865,37 4.5% 54,715,87 410A 56.00 0.0% 55,00 0.0% 65.00 0.1% 85.00 0.1% 58.00 011% 55.00 0.1% 715.00 0.1% 635.00 0.5% 835.00 0.6% 835.00 0.7% 836.00 0.7% 635.00 0.8% 835.00 0.7% 8,255.00 0.6% 810.00 0,5% 610.00 0.5% 810.00 0.7% 810.00 0.7% 610.00 0.7% 510.00 0.7% 7,930.00 0.6% 039.31 3.9% 4,254.84 3.8% 31589.81 9.8% 3,469.74 3.8% 3,242.87 3,8% 3,259.42 3.8% 50,39&18 3.8% 2,319.65 1.9% 2,127.42 t.9% 1,784.90 1.9% 1,734.87 1.9% 1,821.43 1.9% 1,829.71 1.9% 28,109,09 1.9% 3,550.00 3.0% 3,550.00 3.2% 3,550.00 3.8% 3,850.00 3.9% 3,550.00 4.2% 3,560.00 4.1% 46,150,00 &5% 0.00 0.0% 0.00 D.0% 0.00 0.0% 0.00 010% 0.00 0.0% 0.00 0.0% 0.00 0.00A 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.01A 0.00 0.0% 0,00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.01A 0.00 0.0% 0.00 0.0% 0.00 0.0% 11,8038.98 9.6% 11,23226 10.1% 10,204.71 10.8% 10,054.00 10.9% 9,714.30 11.5% T99.19 11.2% 138,047.28 10.5% 01,874,74 51.4% 68,103.03. 53.3% 51,38&42 64.9% 66,378.14 58.0% 48,24492 57.2% 50,189.80 070% 711,034.01 59.7% 01,8374.74 51.4% 69,183.03 53.3% 61,386.42 54.9% 53,378.14 68.D% 48,244.92 5720A 60.789.80 57.9% 711,034.11 53.7% 18,206.14 1315% 8,163.80 5.6% 4,839,80 5.0% 2,528.83 2.7% 4,547.80 5.8% 528A8 0.6% 99,528.27 7.5% 1,730.00 1.4% 1,73&00 1.5% 1,738.00 1.9% 1,738.00 1.9% 1,738.00 21% 1,738.00 2D% 22,594.00 1.7% 4,301.00 &6% 4,301.00 3.9% _ 4,301.00 4.8% 4,301.00 47% 4,301.00 5.1% 301,00 5.0% 4,301.00 3.6% 4,301.00 3.9% 4,301.00 1.8% 4,301.00 4.7% 4,301.00 6.1% 4,301.00 5.0% MOO 0.09A O.DD 0.0% MOD 0.0% 0.00 0.0% 0.00 0.0% 0.00 0,0% 0.00 0.D96 0.00 O.0% 0.00 0.0% too 00% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 0.00 0.0% 006 O.D% 0.00 0.0% 1,301.00 _ 3.16% 4.30i.00 3.9% X00 4.8% 4,309,00 4,7% 4.301.00 5.1% 4,301.00 5.0% -4,301.00 _ .9.6% 4,301.00 49% 4,301.00 4.6% 4,301.00 4.7% 4301.00 -45.1% -4,301.00 -.0% 11.00414 4.9% 1,802.80 2% ---jam _ CA% 4,774.17 •1.0% 5".80 0.6% 777.67 -4,4% 56,913.110 4.2% 55,913.00 4.2% 0.00 0.0% 0.00 0.0% 0.00 0.0% 86,913.00 42% -55,913.00 42% 43,813.27 3,3% hnsra MONTICELL O VENTURES M LLC MONTICELLO CULVERS PROFITi LOSS FINANCWALSTATEMENTS FOR PERIOD 13 ENDED December 30, 2012 CURRENT PRIOR VARIANCE Das 2, 12-Dec.7a, 17 % Jan 2,12 - Dae. 260,12 % Ror. 20,11 -Jam 1,12 % Dsa.27, W.J. 1, 12 % cunow Paded % rm % OrdlnWry hwomelExpener locame Revenue Food eelea Food Sol" 82536.70 100.0% 876.22976.22 100.0% 101878.19 100.0% 1,398 88&00 100.0% -18341.49 18.84396 60,989.22 5.84% Tobi Food Salsa 82.638.70 100.0% 1,x,875.72 100.0% 101,878.18 007 �,OWi 19 34i� 9 89,980.22 584% PmmWbn Discounts -1.407.10 4.71% -02,597.78 -1.78% -1,840.62 -1.81% -23,09&BG -1.93% 433.40 -23.55% 486.11 ,216% Coupons 3,636.87 -4,29% X0500.98 3.19% -3,67447 -8.51% 31,70290 -2.6^ 37.80 1.05% 41788.OB 27.76% TobiPmmodon -4,944.09 ABT -033, 77 -497 8,416.08 .796.79 471.08 A�/0% 301.86 1 TotMRevenue 77,59287 84.01% 1.2051778.45 96.03% 98�10 9468% 1,144,060.21 95.43% -1887049 -1255% 61,6024 638% Total kumme 77,59287 94.01% 1,2fl6,776.45 95.03% 98,463,10 9468% 1,144, 6.21 96.43% -08,870.43 -19.581A 81,887.24 6.39% Cast or Hoods sow Total Food Costa 28,728.52 3238% 302,919.94 30J^ 32,049.32 31.46% 371,088.96 30,95% -0,320.60 -18.60% 21,89298 5.88% Paper Supplies 2,02198 245% 36,369.63 2,87% 276188 273% 32,951.63 2.75% -766.60 .27.17% 3,418.00 10.37% Total COBS 28,754.51 3-Z Wi 5 33�Bi 34,831,90 9�1 _ -0,076.78 -r7"A-5% 625 limes ProOt 48,838,96 67177 778,486,88 61.20% 81,631.80 60.5D% 740,060.80 61,73% -12,793.64 -20.76% 38,436,26 4.92% Expecte payroll Expenses How1y Wages 25,66290 31.09% 332,987,43 26.0% 20ASLO8 26,0% 321,283.38 27X% -sale 6.08% 11,704,05 4.OD% OLwantssd Payments 0.00 0.0% 16,700.00 1.24% 0.00 0.0% 5,000.00 0.42% 0.00 0.00% 10,700,00 0,82% Total Payroll Expanses 25,86 3t 09% 348,887,43 �8 2606% 326,28338 272Z% 800.18 603% 22 .05Obi Employee Beneltb Paymq Taxan- Emptoyar 2,378.06 288% 32,851.00 259% 2928.54 229% 20,03292 2,42% 50.51 0.80% 3,818.08 0.17% WorkernComp hwwuso" 800.77 0.97% 3,488.60 0.43% 413.98 0.41% IXO-89 0.13% 388.81 0.66% 3,905,71 0.60%. Heallb Insurance 278.00 0.33% 4,623,93 0.98% 346,00 0,34% 3,31200 0.28% 49.00 -0.00% 1,211.93 0.08% Bows 0,00 0.0% 0.00 0.0% 0,00 0.0% 400.00 0.03% 0.00 0.0D% 400.00 -0.03% Vacation 0.00 0.0096 400.00 0.03% 0.00 0.00% 815,10 0.07% &OD 0.00% 415.10 -0X4% Employee Educal on 41.59 0.06% SOS 0.05% 16.99 0.02% 184,07 0.01% 24.80 0.03% 43251 0.03% ToglEmploYaeBehWlo 5497��1W 43,840.11 3,10449 3 962.94% 39292 1.19% 059.3 0.51% Direct Opsradvig Expenses ftsburmotsupplies, 448.48 0.54% 11,7&1.40 0.93% 763.06 0.74% 01730.30 0.81% 308.67 420% 2,064.10 0.12% Janitorial Supplies 119.66 0.16% 3,579.43 am% 488.70 0.48% 2,95&23 0.25% .988.84 4034% 623.20 0.04% thororms 446.17 0.54% 2,603.68 0.21% 52.60 0.05% 2,467.40 0.21% 393.37 0.48% 228.E 0.01% tusk 0.00 0.00% 0.00 O.DD% 0.00 0.00% 20.00 0.00% 0.00 0.00% -20.60 4X00% RspW ro 6 Maintenance 439.8 0.53% 16,176,38 1.2% 850.92 0.84% 11,448.07 0.96% -211.84 -0,11% 3,728,29 0.24% Maintenance contracts 1,650.94 2.0% 14,271.52 1.13% 2,108.71 2.0796 1$090.58 1.01% ✓167.77 -0.07% 2,180.96 0.12% LssoedEqulpment 251,45 0.31% l W7.26 0,1% 0.00 0.096 0.00 0.0% 25145 0.31% 1,267.25 0.10% Waste Removal 460.90 0.49% 5,191.04 0.41% 86560 0.87% 6,533.95 0.48% 484,BO .0.38% 44201 -0.06% Gmunde6Per" Lot -80.16 -0.1% 418.35 0.19% 8500 OAS% 2433,88 02% 145.18 -01896 -16.04 41.01% Total binwt Opened" Expeass WNW 3.674.92 4.45% 93 X95 4� 9 4 , .60 3.6096 -1,99F06 -4-14W 0,8243 Eloddc 108.40 2.26% 26,08660 1.88% 1,77&80 1,76% 25AOC37 212% 60.80 0.62% 315.69 414% 04s 1,078.95 1.31% &256.06 0.73% 92291 0.91% 11,217.12 0.94% 155.04 0.40% -1,98207 -021% wow 451.32 0,66% 6,124.50 0.4% 40.24 0.06% 4,46&74 437% 415.00 0.51% 864.78 0.03% Told L11111des�3 B.67413% 39,408.23 3.11% 27% 41,001.23 060.72 1= -1 00 General 6 Administration 0113wBwp0es 0,00 0.0% 1,224.22 0.1% 295 0.0% 873.18 0.0711 -2,90 -0.00% 351.04 0.02% 1`641294 108.70 413% 378.46 0.01% 400 0.0% 464.84 0.04% 108,70 0.13% -78.99 -0At% Telepbons 0.00 0.0% 1,408,56 0.11% (KW 0.09% 1.428,82 0.12% 4K80 4109% -1927 Dial% Telephimp-Monagernwd 198.05 0.24% 1,281.97 0.1% 78,88 0.08% 859.84 0.07% 121.38 0.17% 42213 0.08% bdsmot 400 m00% 808.52 027% 81.95 0.08% 990.66 0.07% -81.95 406% 17,94 400% Dues & Subsorlptlons 0.00 MO% 390.00 0.03% 0.00 OA% 3640 0.0% 0.00 (LOD% 366.00 0.09% Credit Cord Fass 255.64 0.32% 16,612.28 1122% 582.76 D.87% 16,767.26 1A% .418.12 41.86% -1,246.00 40.191A Promotion GOtCwWkala 557.60 on% 312,09 0.03% 613,78 0.5% 9,17&54 0.27% 4410 0.17% -2,86446 -0.2496 Bank Service Charges 000 0.0% 0.00 0.0% 0.00 0.0% 20.00 0.0% 0.60 0.00% ,20.E -0.00% Cash over short 46,18 US% 20.90 4X6% 98.11 aimWT21 0.02% -60.92 47.04% 388.11 4X03% Combullons 0100 0.0% 1,260.88 0.1% 69.00 047% 1,42448 0.12% -69,60 -00M 458.10 -0.02% Travel iEntertainment 53297 486% 5,087.12 0.4% 210.70 021% 4,84&89 0.4% 32227 0.44% 220.43 4101% AdvarWWn9 580.67 aim 13,88&61 1.08% 1,408.01 1.98% 18,2D4.96 1.35% -727.34 -0168% -2,508.34 -0.27% printing D.00 0.00% 97.74 0.01% 0.00 0.00% 0,00 OAO% 400 AOD% 87.74 0.01% Payroll Swvlce 206.22 0.25% 2,77&29 0.22% 20481 0.2% 3,446.19 020% 4.71 0.05% .671.90 -0.075 Ptateadonol Fur 0.00 0.0% 3,81.65 0.28% 400 0.0% 0.00 0.0% 0.00 0.00% 3,591.56 0,28% Employee Incentive 0.00 G.00% 531.18 0.04% 0.00 CLOD% 217.77 &=% 0.00 0,00% 313.41 0.02% IBeaOansous Expen" 0.00 0.00% 1,260.33 0.10% 487.07 0.46% 2,961.87 0.25% 487.87 -0.46%1891.64 -0.16% Total Gerwal & Admk*hv lon 2,58&32 9.160 48,683.86 38W X88111 3.81% 63,887.74 4.48% 767 .1,163,66 -0.58% See AccounteMs Comptlallon Letter MONTICELLO VENTURES KS, LLC MONTICELLO CULVERS PROFIT 3 LOSS FINANCIAL STATEMENTS FOR PERIOD 13 ENDED Decernbar 39, 2012 See Aocowdants Compilation Leber CURRENT PRIOR VARIANCE Dec. 3.11-Dec.3e,19 % Jen 8, 12 -Da ie. 12 % Nae. 2e. 11 -Jen, 1.12 % 2ea2T.1e-Jen.1,12 % cunamPedod % YrD �( NortContro"Im LNMW Fes A Permits ADO 0.05% 386.8.5 0.03% 8 .57 0.810A 898,42 MOB% -781.87 4177% -496.77 -0.04% Bueinese lasunnee 493.44 0.8D% 7,808.20 MW% 665.61 D.W% 7,D7542 0.68% 7207 0.04% 830.78 0.03% Acaoun** Fes 860.00 0.80% IR013M 0.78% 88300 0.58% 8,678.00 0.80% 33.00 0.12% 186.00 4101% RoyepyiFranehtseFen 3,103.71 3.78% 48,231.05 3.80% 3,868.52 3.78% 54,881.00 4,68% -764.81 4103% 41848.96 4178% IlerI Ing fen 1,561.86 1.88% 24,115,53 1,80% 1,820.25 1.89% 21,087.20 1.75% 477.41 4.01% 4028.33 0.14% Prop" TaaExpwm 3,728.80 4.52% 47,53200 3.75% 3,48368 3A3% 45,418.00 3.79% 234.91 1.09% Z114M -0.04% Bushes Tams 0,00 0.0D% MOB OAO% 300.00 029% 300.00 803% .300.00 -0.29% -00.00 4103% TOW Mm-CoMrorables 11�Og6 138.iK43 10.8996X88865 1 948 139 04 11. % a6094A6-1,038A1,-0.72% ToldE*enw 48,415.82 58.88% 675,237.01 53.29% 6ZN&w 51.99% W43287 63.88% -0,649.44 6.87% 33,804.14 -Mm Not Otdkwylneome 42234 0.51% 100,248.87 7.80% 8,888.54 &51% 97,617.73 BA4% -8244.20 -&OD% 2,832.14 -024% Other MeanNElpew OMeriheonw S1a18rykmme 0.00 0.00% MOD 0.00% 6884,26 687% 15.88858 1.31% 4,99426 -&87% 46.683.68 -1.31% TotalOBrerinmm 0.00 0.60% 0.00 0.00% 6,984, 687% 15680.68 9.31% 4,884 -16,88355 -1.31% 011ier Epenee Debt Service IatematEpetrs 3,128.89 5.78% 801 AO 3.4896 8,60583 8.46% 682% 347824 ,270% 34696 Teal Debt Bervtce B31A0 3.48% 8,806.83 8.48% 9 81 82 1 . 8 8.8296 -,479,24 1 ...88470 � -8,884.78 -a45% Depmclift lAmwttravon DpredW- 4,127.79 6.0046 63,081.03 4.23% 4,628.33 4.74% 62,781.41 524% -70144 0.28% -0,120.38 -1.01% AmsrStefbn 212.78 0.2B% 2,785.50 0.22% 21278 0.21% 276650 0.23% 0.00 0.05% 0.00 4101% Tadd DepreclaBoNAvuwftWon 4, 0, 5.26% __Tw 04211 _7_96T-731.34 0.31 W .31 TotelOiler Elpews 46726 8.06% 100,368.93 7.91% 11,848.04 14.43% 148,454.07 12.36% .4,18878 -239% Aalo .14 4.48% Not OVmrMmme -7,48728 -0.05% -100,358.03 7.91% -4,663.70 -4.671A -132,770.49 .1 1.0A5 -2,813.47 -44B% 32,411.56 3.17% PEe4beco�x 7,044.!2 i,64% epee •10� /.98 � -0.81% 4,01275 384% -8.96L79 -283% _, 11,067.87 4L4M � 2.l2%, See Aocowdants Compilation Leber 35 13 R0 't' J, MVMA - f M 4t1APAlliASt7�@ t0�[A�D ' 4VY 1t00a'i a33 3 1A! 4,1 ►ill -1 i9� at'" 634W,5ft c s�rV =TAX AMWW M-. POpeFtjr ID 6r. R165-184401010 was�.ca.wr�ht npr+ us Property Tax Statement for Taxes Payable In 2013 Scat ,15 Twp m &4"25wF&08t]bI cffiomm io1 i No"I TAVOW ® Number W4W `-m'M OFTtE�MRWMar,n MMKr n - f M To AVOID 1LTY PAY ON at eEFv1P-: t1c'rosEx if MONTtOELL0 VeNnMM KS LW c s�rV =TAX AMWW M-. POpeFtjr ID 6r. R165-184401010 PO00Kt33$ --- __ TOTAL: AWM MN M3084*W T== Pawb[e Yew. 2012 2M3 1biml11rtpiiinplAHW1"9illmgiaglq 'Pii01j1`li AOMMM PAYAB f & AM Ti- idam"Waftavdw MUM 1XIAD You may be etfg►bk for am or even tm ,, 14u008813P=&V MUM re%rds o reduce propdy �xx so�v,3@i9ii13r11g4 wee �.ma ,Your REFUNDS? Reed barer of t eirnsnt to And cum amt nay � app�r, i teachu>dmu�tpelnamusaee�aoa>r+s �brslaepee�y#atoefoioi. 1*,lebyA�et;:5 9p�fiesa7ae�e �saaadaraaiotai�le Q 2 lsamom�tasFaantli 5ilgtaleCd7amatas Para awl 9. lfaurprapec� baits � 4 Ctp� ae6pq JM PSWWIY IBM � AACv0dWWatttiletwmamk To* J*ftAwM T talent fTnT(w� B.9�O�aal� 9 &'boas>brrr>c1 tc�i 11,tt� Lx 1I.b�0,5 �+ '%7J7 84 3 36 a tt&*WW cd lotnn ZM 21 1� �peitirn�olra6etaapiervfaa 191 84 12 UWp> tiz bobmqmW asmamma 13 �Pewalr 1; $.994.$ # a469S T.�i61S 6,74136 A Nr1 CR 2VAI -1 MAO �� f►'t1� X69 C'Si � 2T11i 4 IA87U PAYABLE 2013 ltd HALF PAMENT STUB `-m'M OFTtE�MRWMar,n MMKr n - f M To AVOID 1LTY PAY ON at eEFv1P-: t1c'rosEx if Q A ym addtssa t w dts�aged #lack this boot and ahwtia chmp an ih6 bad da stub c s�rV =TAX AMWW M-. POpeFtjr ID 6r. R165-184401010 PENALTY_ Bill Number sa9'!o TOTAL: � ID Number. 251487 AOMMM PAYAB f & AM Ti- VWAff MGM 14u008813P=&V MUM so�v,3@i9ii13r11g4 � MONMELLO VENTURES KS LLG PO Box am ANOKA MN 55$f,UGN TerJ� o Min so Street 2 �■/ Mantieello, Minnesota 55362 Phane � -BANK _292355 RiverWood Bank '�-29�25 Better Bang... &a1 SDI" "ons Monticello, MN 55309 Preliminary Financial Commitment For Monticello Ventures Monticello Ventures has been given preliminary financial commitment by RiverWood Bank for a commercial term loan. Subject Property: Culver's Restaurant 9395 Hwy 25 Monticello, MN 55362 The approval based on the following loan program: Riverwood Conventional Term Loan The above approval is subject to the following items: 1. Receipt of appraisal of subject property meeting bank underwriting standards. 2. Further review and underwriting by senior credit officer. 3. Approval of Monticello EDA Loan 4. Receipt of Title Commitment indicating marketable title of the subject project. 5. Receipt of hazard insurance binder listing RiverWood Bank as mortgagee. RiverWood Bank has made the above determination based on information received from the applicant(s). This certification is meant to render an opinion on that information and does not constitute a firm commitment to make a mortgage or provide financing. Minnesota Statute 58.13 Subdivision 1 (12) requires we must include the following statement "Final qualification or approval is not guaranteed. Approval may be subject to additional review." The conclusions noted above are based on the current guidelines of the agency for which loan type the applicant is applying, using typical costs for taxes and insurance. June 6, 2013 river"oodbank.com MEMBER FDIC CITY OF 1. PURPOSE GREATER MONTICELLO ENTERPRISE FUND GUIDELINES The purpose of the Greater Monticello Enterprise Fund (GMEF) is to encourage economic development by supplementing conventional financing sources available to existing and new businesses. This program is administered by the City of Monticello Economic Development Authority (EDA) and participating lending institution(s). GMEF Loans are made to businesses to help them meet a portion of their financing needs. The loans are meant to be a secondary source of financing, provide gaps in private financing, and assist in securing other grants. All loans must meet four or more of the criteria established in the Definition of Public Purpose section. 2. ORGANIZATION The Greater Monticello Enterprise Fund is administered by the EDA. It is the responsibility of the EDA to assure that loans meet the public purpose standard and comply with all other GMEF policies as defined in this document. 3. GMEF GUIDELINE MODIFICATION At a minimum, the EDA shall review the guidelines on an annual basis. Changes to the GMEF guidelines require approval by the City Council. 4. DEFINITION OF PUBLIC PURPOSE GMEF Loans must meet at least one (1) of the following public purposes (if the EDA finds that the public purpose described in b. is met, the EDA must find that the GMEF Loan meets at least one additional public purpose): a. To provide loans for credit - worthy businesses which create new jobs. 1. One job is equivalent to a total of 37.5 hours per week. 2. At least 90% of the jobs created must pay at least 160% of the federal minimum wage, exclusive of benefits, for individuals over the age of 20 during the term of assistance. Annual written reports are required until repayment of the assistance. Failure to meet the job and wage level goals requires partial or full repayment of the assistance with interest. b. To provide loans for credit - worthy businesses that would increase the community tax base. c. To provide loans to credit - worthy industrial or commercial businesses (new or existing) that would allow the ability to improve or expand their operation. Factors including but not limited to the following will be taken into account: 1. Type and size of the business 2. Product or service involved 3. Present availability of the product or service within the City of Monticello 4. Compatibility of the proposed business as it relates to the comprehensive plan and existing zoning policies, 5. Potential for adverse environmental effects of the business, if any. d. In the event job creation is not a viable option, credit - worthy businesses have the ability to demonstrate public purpose by means of job retention. 5. GREATER MONTICELLO ENTERPRISE FUND POLICIES a. Business Eli 'bili . 1. Industrial and commercial businesses. 2. Businesses currently located or to be located within the City of Monticello. 3. Credit - worthy existing businesses. 4. Start-up businesses with worthy business plan and/or pro forma in a form acceptable to the EDA (historically non credit - worthy businesses will be denied). b. Accqptable Private Financing Methods: 1. Companion Direct Loan: The GMEF is subordinate to the primary lender. 2. Participation Loan: The GMEF participates in a portion of the loan. 3. Guarantee Loans: The GMEF guarantees a portion of the bank loan. a. Interest rate cap is subject to EDA approval c. Use of Proceeds:. Real property acquisition, development, & rehabilitation improvement costs including but not limited to the following: a. Land Acquisition b. Engineer/Design Inspection Fees c. Building Permit Fees d. Architect Fees e. Building Materials £ Soil Borings g. Construction Labor h. Appraisal Fees i. Landscaping j. Legal Fees k. Grading 1. Environmental Study m. Curbing/Parking Lot 2 n. Recording Fees o. Title Insurance 2. Machinery and equipment: a. Personal property used as an integral part of the manufacturing or commercial business, with a useful life of at least three years. Acquisition costs would include freight and sales taxes paid. As a general rule, office equipment would not qualify. d. Terms and conditions: 1. Loan Size: Minimum of $25,000 and maximum not to exceed 50% of the remaining GMEF balance 2. Leveraging: Minimum 60% private /public Non -GMEF, Maximum 30% GMEF, Minimum 10% equity. 3. Loan Term: Personal property term not to exceed life of equipment (generally 5 -7 years). Real estate property maximum of 5 -year maturity amortized up to 30 years. Balloon payment at 5 years. 4. Interest Rate: Fixed rate not less than 2% below prime rate as published in the Wall Street Journal on date of EDA loan approval, with a minimum interest rate of 1.0 %. 5. Loan Fee: Minimum of $500 but not to exceed 1.5% of the total loan. Fees are to be documented and no duplication of fees between the lending institution and the GMEF. Loan fee may be incorporated into project cost. EDA retains the right to reduce or waive loan fee or portion of loan fee. Fee to be paid by applicant to the EDA within 5 working days after City Council approval of GMEF loan. The fee is non - refundable. e. Pre-payment Policy: No penalty for pre - payment f. Deferral of Pavments: L Extending a balloon payment will require a verification letter from two lending institutions stating the inability to refinance and is subject to approval by the EDA. 2. Monthly payments may be deferred for a determined period of time upon approval by the EDA. g. Late Payment Policy: 1. Failure to pay principal or interest when due may result in the loan being immediately called. In addition to any other amounts due on any loan, and without waiving any right of the Economic Development Authority under any applicable documents, a late fee of $250 will be imposed on any borrower for any payment not received in full by the Authority within 30 calendar days of the date on which it is due. Furthermore, interest will continue to accrue on any amount due until the date on which it is paid to the Authority, and all such interest will be due and payable at the same time as the amount on which it has accrued. h. Assumability of Loan: None i. Business Equity Requirements: Subject to type of loan. The EDA will determine appropriate and applicable business equity requirements on a case by case analysis, utilizing normal lending guidelines. j. Collateral: 1. Liens on real property in project (mortgage deed). 2. Liens on real property in business (mortgage deed). 3. Liens on real property held personally (subject to EDA approval, homestead exempt). 4. Machinery and equipment liens (except equipment exempt from bankruptcy). 5. Personal and/or corporate guarantees (requires unlimited personal guarantees). k. Non - Performance: An approved GMEF loan shall be null and void if funds are not drawn upon or disbursed within 180 days from date of City Council approval. 1. Non - Performance Extension: 1. The 180 -day non- performance date can be extended up to an additional 120 days, upon approval by the EDA. 2. A written request must be received 30 days prior to expiration of the 180 -day non - performance date. m. Out of Pocket Fees: Responsibility of the GMEF applicant. n. EaualOppoKgMiIy: The Greater Monticello Enterprise Fund is operated as an equal opportunity program. All applicants shall have equal access to GMEF funds regardless of race, sex, age, marital status, or other personal characteristics o. Particivatina Lending Institution(s): 1. Participating lending institution(s) shall be determined by the GMEF applicant. 2. Participating lending institution(s) shall cooperate with the EDA and assist in carrying out the policies of the GMEF as approved by the City Council. 4 3. Participating lending institution(s) shall analyze the formal application and indicate to the EDA the level at which the lending institution will participate in the finance package. p. Loan Administration: 1. City Staff shall collect applicable GMEF payments. 2. City Staff shall assure City compliance with all applicable terms and conditions of the approved loan. 3. All loan documents shall include the following: a. Definition of loan default, agreements regarding notification of default b. Copy of primary lenders documents C. Provisions allowing the City to inquire on the status of the primary loan 6. LOAN APPLICATION PROCEDURES The EDA desires to make the GMEF loan application process as simple as possible. However, certain procedures must be followed prior to EDA consideration of a loan request. Information regarding the program and procedures for obtaining a loan are as follows: a. City Staff: City Staff shall carry out GMEF operating procedures as approved by the EDA and City Council. Staff is responsible for assisting businesses in the loan application process and will work closely with applicants in developing the necessary information. b. Application Process: 1. Applicant shall complete a preliminary loan application. Staff will review application for consistency with the policies set forth in the Greater Monticello Fund Guidelines. 2. If applicant gains initial support from lending institution and if the preliminary loan application is approved, applicant is then asked to complete a formal application. Formal application shall include a business plan which will include its management structure, market analysis, and financial statement. Like documentation necessary for obtaining the bank loan associated with the proposal is acceptable. Attached with each formal application is a written release of information executed by the loan applicant 3. If the preliminary loan application is not approved by staff, the applicant may request that the EDA consider approval of the preliminary application at the next regularly scheduled meeting of the EDA. 4. City staff shall analyze the formal application and financial statements contained therein to determine if the proposed business and finance plan is viable. City staff shall submit a written recommendation to the EDA. A decision regarding the application shall be made by the EDA within 60 days of the submittal of a completed formal application. 5 5. The EDA shall have authority to approve or deny loans; however, within 21 days of EDA action, the City Council may reverse a decision by the EDA, if it is determined by the City Council that such loan was denied/approved in violation of GMEF guidelines. b. Prior to issuance of an approved loan, the EDA Attorney shall review and/or prepare all contracts, legal documents, and inter- creditor agreements. After such review is complete, the City shall issue said loan. 7. REPORTING City Staff shall submit to the EDA and City Council a semiannual report detailing the balance of the Greater Monticello Enterprise Fund. 8. HISTORY Public Hearing and Adoption the 31 gt day of August, 1999 Public Hearing and Adoption of Amendments the 8a' day of November 2000 Public Hearing and Adoption of Amendments the 24a' day of April 2001 Public Hearing and Adoption of Amendments the 13'b day of December 2005 Public Hearing and Adoption the 23rd day of March, 2009 Adoption the 22nd day of April, 2013 31 UWMCELLO Mr. Eric Knott May 31 st, 2013 9395 State Highway 25 Monticello, M11T 55362 RE: GMEF Loan Application Dear Mr. Knott, The City is in receipt of your Greater Monticello Enterprise Fund loan application. City economic development staffhas reviewed the application for conformance to the City's adopted Business Subsidy Criteria and Greater Monticello Enterprise Fund (GMEF) Guidelines. At this time, City staff has made a determination not to move the application forward for consideration by the Economic Development Authority. This determination is based on staffs view that the proposed use of the fund to assist with refinancing an existing debt is not consistent with the purpose of the GMEF program, which was created to provide gap financing for new capital investments. According the GMEF Guidelines, applicants who do not receive preliminary approval from City staff may request that the Economic Developrowt Authority (EDA) consider approval of the loan application at the next regularly scheduled meeting. A written request in this regard will allow the application to be considered by the fill EDA. If you would like to pursue this option, a written request may be submitted to ray attention on or before Friday, June 70`, 2013 to allow for consideration by the EDA on June IP, 2013. Asa final note, the loan application requests assistance of $150,000. Business assistance at or above $150,000 requires that the EDA call for a public hearing for consideration of the loan agreement. As such, should you pursue review of the application by the EDA at its Jule 12s meeting, and should the EDA direct staff to move forward with loan agreement documents, staff will prepare a notice of public hearing calling for consideration of the loan agreement at the July EDA meeting. No hearing is necessary on June 12s', 2013 for the EDA to consider the loan application and to direct preparation of the loan agreement. Please be advised that a business subsidy of this nature will also require review and approval by the City Council. Monticello City Hall, 506 walnut Street, Suite 1, Monticello, MN 65882-8831 - 765 -295 -2711 - Fax 763 - 296 -4404 Office of Public Works, 909 Golf Course Road, Monticello, MN 56862 - 763-295-3170 - Fax 763 -271 -3272 Depsrtntent of Motor vehicles, 119 3rd Street East, Monticello, MN 56362 - 763 - 295-2712 - Fax 7638- 271 -3839 City staff understands and appreciates the time involved in Preparing and submitting the GMEF loan application. Please do not hesitate to contact me with any Questions as to the contents of this letter. Sincerely, J 'Neill EDA Executive Director /City Administrator c: Wayne Ober& Finance Director Angela Schumann, Community Development Director Martha Ingram, Kennedy & Graven EDA Agenda: 06/12/13 6. Consideration to approve a contract with WSB & Associates for Market Matching Economic Development Services. (JO /WO /AS) A. REFERENCE AND BACKGROUND: The City Council and EDA have conducted two workshops to explore the Market Matching concept proposed by WSB & Associates. Following the second workshop, held in May, the EDA authorized the preparation of a contract for services outlining the terms and conditions associated with the Market Matching proposal. On May 13th, 2013, the City Council similarly authorized preparation of a contract for services, along with an allocation of 50% of the annual cost of the program, including a request that the EDA pay the other 50 %. Therefore, at this time, the EDA is asked to consider approval of the contract for services and 50% of the required contract funding. As the EDA may recall, the Economic Development Director position has in the past been funded on cost share basis between City general funds and EDA general funds. The contract prepared by WSB & Associates includes a summarization of the key deliverables for the Market Matching concept and a timeline for the completion of each. The contract is further supported by the full Economic Development Services scope, (dated April, 2013) as an addendum. In addition to these important items, the contract outlines additional tasks not directly referenced in the Economic Development Services scope. These include the development of marketing collateral materials, a defined set of memberships in external organizations and the level of WSB participation, schedule and framework for reporting, presentation and demonstration of InfoTracker to stakeholder organizations, and the requirement that the economic development representative attend City Phase I & II pre - design meetings. In regard to the Phase I and Phase II attendance requirements, WSB representatives have a vested interest in facilitating smooth development, as the reputation of the City of Monticello and associated Market Matching program depends on the delivery of commitments made at the prospecting stage. Due to this motivating factor, the WSB representative will be engaged in the development process to some degree from beginning to the end, not just the Phase I and Phase II, with the level of involvement correlating with the complexity of the project. In addition to the outline for actual marketing and sales activities, the contract provides detail on the operational terms of the partnership, including: • Term of contract and contract extension rights • Termination rights • Costs for services outside the scope of the contract Additional background information on this topic can be found in the attachments provided. It should be noted that final approval of the contract requires Council consideration and approval. At the next meeting of the City Council, the contract will be presented to the City Council along with an update on action taken by the EDA on the contract and cost 50% cost share. B. ALTERNATIVE ACTIONS: 1. Motion to approve the proposed contract for services between the City of Monticello and WSB & Associates for Market Matching, including funding 50% of the annual expense ($48,000) by the EDA, subject to contract revisions as suggested by the EDA. 2. Motion to deny the proposed contract for services between the City of Monticello and WSB & Associates for Market Matching, and the funding of 50% of the annual expense ($48,000) by the EDA. 3. Motion to table for further research and discussion as directed by the EDA. C. STAFF RECOMMENDATION: Staff recommends Alternative 91. Staff believes the contract, with the Economic Development Services proposal as an addendum, provides a solid foundation for administration of WSB's proposed services. As previously noted, staff supports the overall use of WSB's Market Matching services based on the following: • Staff believes that the product is tailored to Monticello's needs and the evolving idea of a sales -based economic development strategy. • The program builds an important foundation of inventory and asset information that the City would pay to create above and beyond the salary paid to a staff person for exclusive sales - related activities. The cost to create the inventory as described could likely cost the City thousands of dollars and would need to be completed prior to any sales activity for a new economic development position. • The use of consulting services allows the City to contract for a specific timeframe. The City can terminate the contract if it finds that it is not meeting intended goals. • The systems for collecting and reporting data that is included in the monthly fee would not be wasted and could be used by a future city employee if the WSB program is discontinued. • The use of contract services allows the City to determine the success of a sales - focused approach for economic development, without being locked into the creation of a staff position. The City can then assess the results of both the contract and the new sales approach. • Staff was struggling with the issues of incentives, commission -based salary and expense generation which would come with the creation of a city - employed economic development sales person. Due to pay equity requirements and statutory limitations related to the use of public funds, a true sales -based position could be difficult to structure. • As a new product, WSB has indicated that additional tailoring of the service can be made to meet Monticello's needs. • The cost to implement the sales -based approach through consulting services is less than the City would likely need to pay to generate the equivalent task products noted above. • Using a consulting service for lead development and initial lead response will allow existing city staff to focus their attention on continued community marketing and business retention efforts. • City staff will be actively involved in working with prospects as they develop and move through the decision process. Existing staff and consultants (Ehlers, Kennedy & Graven, Northland Securities) will also continue their roles in supporting the development of financial and legal packages necessary for any transaction. It is recognized that Market Matching is one element of the City's economic development program. Market Matching could also be paired with a larger marketing program intended to cast an even wider net. This program could be developed as part of 2014 budgeting process. In addition, through existing staff, the Chamber of Commerce, and the IEDC, the City will need to maintain strong connections with local businesses in order to meet the Comprehensive Plan's goal of not only attracting, but retaining jobs. D. SUPPORTING DATA: A. Proposed Economic Development Services Contract ,w, iYY SB &Associates, Inc. engineering • planning • environmental • construction 701 Xenia Avenue South Suite 300 Minneapolis, MN 55416 Tel: 763 - 541 -4800 Fax: 763 -541 -1700 June 3, 2013 Mr. Jeff O'Neill City Administrator City of Monticello 505 Walnut Avenue, Suite 1 Monticello, MN 56069 Re: Economic Development Services for the City of Monticello Dear Mr. O'Neill: Thank you for the opportunity to submit this proposal related to providing Economic Development Services for the City of Monticello. Provided below is a summary of the proposed Scope of Services and Fee: SCOPE OF SERVICES The Economic Development Services Proposal prepared by WSB & Associates and dated April, 2013 is adopted as an addendum to this contract. All services as outlined within the Economic Development Services Proposal are hereby assumed services and deliverables as part of the following contract. Noted quarterly reporting to occur concurrently during a single meeting of stated City body. Task 1: Data Collection Deliverable 1: Market Data Report - Situation Analysis of the City of Monticello's available market data (completed during the first 30 - 45 days) - Presentation of Analysis and Unique Selling Proposition to EDA (completed during the first 30 -45 days) Deliverable 2: New Data Sets - Schedule of creating /updating market data as dictated (prioritized) by the City of Monticello (completed during the first 30 - 45 days) Deliverable 3: Data Deployment Development of marketing collateral materials consistent with situation analysis (completed during the first 30 45 days) • Market data collateral sheet specific to each segment of market housing, commercial, industrial (digital format) • Preparation of news release and information outreach efforts as applicable • Sales sheets for all City and EDA -owned properties (digital format) St. Cloud • Minneapolis • St. Paul Equal Opportunity Employer Jeff O'Neill City of Monticello June 5, 2013 Page 2 • Review of existing collateral materials for recommended update consistent with situation analysis Post and provide the City of Monticello's market data where needed (completed during the first 30 45 days) Development of site selector data collection module or report gene rator(completed within first 30 -45 days) • Report on integration status with Greater MSP & DEED Written and verbal report to the City of Monticello EDA and City Council regarding deployment efforts (completed quarterly) Deliverable 4: Periodic Review of Market Data - Report to the City of Monticello regarding the status of the market data review process (completed quarterly) • Deliverable 5: Info Tracker - Establish a tool and system to allow City staff /Council /EDA to quickly and easily provide data regarding market conditions to WSB (completed during the first 30 45 days) - Present and demonstrate InfoTracker to stakeholder organizations (completed during the first 45 -60 days) • Chamber of Commerce • IEDC - Establish written procedures for maintaining Info Tracker and associated Site Selector report generator (CRM) for internal and external use - Provide data entry and organization support necessary for maintenance of accurate and current data. Task 2: Market Matching Deliverable 6: Profile of Targeted Prospects - EDA/staff discussion regarding targeted industries and potential market entrants for review and to ensure alignment of prospecting efforts (minimum of twice per year) Deliverable 7: System of Targeted Prospect Outreach - Active networking with potential market entrants (on- going) • External Organization and level of participation (on- going) o Greater MSP- WSB retains membership and acts as representative o DEED - City retains membership and WSB acts as representative • EDAM WSB retains membership and acts as representative • Central Minnesota Initiative Foundation City retains membership and WSB acts as representative • Minnesota Chamber of Commerce— WSB retains membership and acts as representative • Broadband Properties City retains membership and WSB acts as representative o Fiber to the Home Council —City retains membership and WSB acts as representative Jeff O'Neill City of Monticello June 5, 2013 Page 3 • Wright County Economic Development Partnership membership by both City and WSB and WSB acts as primary representative with City support • Minnesota High Tech Association— WSB acts as representative • Central Minnesota Industrial Partnership WSB acts as representative • Central MN Manufacturer's Association - WSB acts as representative • Mississippi River City & Towns Coalition .- City retains membership and WSB acts as representative • Conferences and Association Trade Shows TBD Maintain current understanding of existing Grant programs for potential use in conjunction with Market Matching efforts • Quarterly report to staff on opportunities and corresponding project fit • Deliverable 8: Deliver Leads /Assist in Closing - Act as a conduit for information and resource for market entrant and the City staff (on- going) • Monthly written report to EDA and City Council Attendance at City Phase I & II pre- design meetings (and as needed during the closing process) as directed by City staff (on- going) FEE FOR SERVICES The proposed fee for the complete Economic Development Services described above is $4,000 per month, with a contract term of 12 months. After the first 6 months of the contract, the City can cancel the contract with a 60 -day notice. The City has the option to retain WSB & Associates for above described services, for an additional 12 months under the same terms and $4,000 per month fee. Travel expenses incurred by WSB within the State of MN as part of the Economic Development Services offering are included in the monthly fee stated above. Travel expenses incurred by WSB for travel outside of the State of MN that is directed by the City of Monticello shall be paid for according to a negotiated price. Additionally, fees for services outside of the above described scope that may be required from time to time shall be completed at the below rates: • Grant/Funding Support - $100 /Hour • Marketing Support - $62 /Hour Jeff O'Neill City of Monticello June 5, 2013 Page 4 The above described services will be provided in accordance with WSB's in -place Professional Services Agreement. If you are in agreement with the proposed project Scope of Services and Fee, please sign below and return one copy to our office. If you have any questions or comments regarding the above information, please contact either one of us at (763)541 -4800. Sincerely, WSB & Associates, Inc. John Uphoff Economic Development Specialist Approval Signature By: Title: Date: Brian J. ourassa, PE Principal ri a Monticello WSB & Associates, Inc_ WSB & Associates, Inc. 4140 Thielman Lane Suite 204 St. Cloud, MN 56301 wsbeng.com A proposal to provide: Economic Development Services April 2013 Table of Contents Approach and Scope of Services ......... ..............................1 • Task 1: Data Collection • Task 2: Market Matching Deliverables...................................... ............................... 4 Appendix A - Data Collection ............ ............................... 8 Appendix B - Data Deployment ........ ............................... 10 Appendix C - InfoTracker ................. ............................... 11 Appendix D - Market Matching Team ............................. 12 Appendix E - Market Matching Sales Process ................... 15 WSB & Associates, Inc. 701 Xenia Avenue South Suite 300 Minneapolis, MN 55416 wsbeng.com WSB & Associates, Inc. 477 Temperance Street St. Paul, MN 55101 wsbeng.com Contact: John Uphoff 763.267.2942 juphoff@wsbeng.com April 17, 2013 Monticello City Council and EDA City of Monticello 505 Walnut Street Monticello, MN 55362 Re: Economic Development Services Dear Members of the City Council and EDA: Thank you for taking time to discuss WSB's proposal to provide Economic Development services. For more than 17 years, WSB and the City of Monticello have enjoyed a success by partnering to deliver projects that have led to growth and prosperity. We are confident the addition of Economic Development services will continue this track record. Understanding and directly marketing Monticello's assets is at the heart of WSB's approach to economic development. Building relationships is the central tenet to success in directly marketing your city. WSB has an expansive network of professional organizations and maintains relationships within the development community. As part of our Economic Development services, we will continue to grow our network and will strategically deploy data representing the unique attributes the City of Monticello has to offer. In addition, WSB offers the full capacity of our Market Matching team and more than 170 team members in representing your community. Finally, we will utilize our expertise in community development to assist in all phases of the development process from pre - application to identifying potential funding opportunities. The Monticello EDA exists to direct goals and objectives to attract higher wage level jobs and expand City tax base. WSB's Economic Development service is aimed directly at helping you achieve your City's goals and objectives. The proposed price of WSB's Economic Development services is $4,000 per month with a minimum term of one year. We appreciate the opportunity to propose our services to fill this important role within your community. We further look forward to meeting with you to discuss firsthand how WSB can apply its capacity and expertise to help the City of Monticello continue to grow and prosper. Sincerely, WSB & Associates, Inc. John Uphoff Brian J. Bourassa, PE Economic Development Specialist Principal /Senior Project Manager/ (320) 534 -5951 Economic Development Specialist (763) 287 -8356 Approach and Scope of Services Introduction WSB & Associates has been in the economic development business for 17 years. We represent more than 35 cities as city engineer and perform services for more than 90 cities overall. We provide daily assistance to our clients in the area of infrastructure development related to growth opportunities in all types of development. Much of this work is related to how to best accommodate new development while respecting the needs of the existing system users and being fair from a cost and use perspective. It is beneficial to WSB when our clients are successful and are developing. We work hard to make sure that we represent our clients with their best interest first, knowing that what is good for our clients will be good for WSB. To that end, we get involved with short term strategies that will allow for development to occur without compromising the long term goals of the city. We are very strategic in finding funding for infrastructure projects that allow City funds to be used in other places of need. Our company has grown beyond the traditional engineering firm in an effort to recognize the benefits of economic development to our clients and to WSB. We have become active in local chambers, economic development groups and have developed relationships with many of the large developers and builders. Once these private organizations work with WSB, they appreciate how hard we work to make their project successful while preserving the needs and goals of the City. Additionally, we have developed a grant and funding program to provide searchable options for project funding. We have expanded our team to include community planning to complement our full array of services including engineering, environmental, survey, right of way and relocation. This most recent addition of economic development was necessary to complete our team approach to provide full services to our clients. We intend to team with the financial consultants when a deal requires funding analysis, but we have the resources to fulfill all of the other economic development analysis and support. WSB is continually improving in order to provide value to our clients and economic development is an obvious area that we can contribute to your success. Our vision for this effort is unique and focused on relationships, information and visibility. The following scope details how we will make an impact for your organization! Task I: Data Collection During this task, WSB will analyze existing data related to Monticello's market sectors. We will examine the data that is available on the City's website as well as related city, county, and state -based economic development websites. We will also examine internal documents containing market data. Once we have completed our analysis, we will report our findings to City staff and the EDA. Based on our report, we will ask for a recommendation from the EDA to determine priority for data collection and for targeted prospects. Where data is incomplete or unavailable, WSB will research and compile new data sets to ensure all local market sectors are appropriately represented and the information is readily available (see Appendix A - Data Collection). To ensure the City's market data is readily available, WSB will deploy information where appropriate including the City's website, local economic development websites, GreaterMSP and MNDEED's customer relationship management systems. WSB will also utilize a GIS -based platform to deploy the City's market data during the Market Matching process (see Appendix B - Data Deployment). The dynamic nature of market data requires a built -in process of content management to ensure accuracy and relevance. Therefore, WSB proposes a system of periodic review which includes real -time updates. To support the real -time updates, WSB has developed the InfoTracker tool, which is made available to City staff and EDA (see Appendix C - InfoTracker). The deliverables provided in Task 1 include the following and are further described on pages 4 and 5. • Deliverable 1: Market Data Report • Deliverable 2: New Data Sets (ongoing) • Deliverable 3: Data Deployment (ongoing) • Deliverable 4: System of Periodic Review of Market Data (ongoing) • Deliverable 5: InfoTracker (ongoing) Task 2: Market Matching The focus of Task 2 is to strategically and directly market Monticello's assets to prospective market entrants. WSB achieves this by utilizing our team's professional background and network to connect with prospects within our varied areas of expertise. The Market Matching team executes outreach to prospects through our Market Matching Network. Each member of WSB's Market Matching team is assigned to a market sector and systematically markets the City's assets within their respective network (see Appendix D - Market Matching Team). Also during Task 2, WSB's Market Matching team collects feedback from prospects and catalogs opportunities in our Customer Relationship Management (CRM) system. Prospects that become leads are moved into the development or pre - application process involving City staff, EDA, and consultants (see Appendix E). The deliverables provided in Task 2 include the following and are further described on page 5. • Deliverable 6: Profile of targeted prospects (ongoing) • Deliverable 7: System of targeted prospect outreach (ongoing) • Deliverable 8: Deliver leads /assist in closing (ongoing) 1. General Market Data 2. City & EDA Owned Property 3. Housing 4. Manufacturing and Industrial Market Data 5. Retail Market Data This chart describes WSB's unique and comprehensive approach to economic development. WSB strives to present relevant asset information in the most effective and strategic manner possible. The graphic represents the ongoing flow of information and the continuous process of data management and market matching. 1. GIS -Based with Web Access 2. Traditional Collateral 1. Direct Marketing 2. Deliver Leads 3. Provide Feedback 4. Customer Relationship Management (CRM) ■ Positively MN ■ Greater MSP Investor ■ MN Precision Manufacturing Association ■ NAIOP ■ MN High Tech Association ■ Minnesota Shopping Center Association ■ Wright County Economic Development Partnership ■ St. Cloud Downtown Alliance Foundation ■ Greater St. Cloud Development Corporation ■ MN Chamber ■ More Deliverables Task 1: Data Collection Deliverable 1: Market Data Report WSB will provide City staff and EDA with a report that analyses the inventory and availability of the City's market data. The Market Data report will tell you if the assets embedded in your community are well defined and if the information related to your community's assets is open and accessible. The report will identify any weakness in the identification and /or presentation of your community's assets. If any asset is found to be misidentified or underrepresented, the report will provide details for recommended corrective action. This report will is also aimed at determining the City's Unique Selling Proposition (USP). The end result is your community's enhanced ability to help existing businesses expand, as well as attract, and communicate with, a wider array of prospective developers and business owners. Deliverable 2: New Data Sets The collection of new data sets is prioritized based on recommendations from the EDA. The goal of this deliverable is to achieve maximum effectiveness for data availability and diffusion. WSB will collect and organize data from existing sources and will conduct independent research to obtain data that is not otherwise available. It is important to note that the process of research and data collection is ongoing and is rolled into the system of periodic review. Deliverable 3: Data Deployment Data deployment occurs on a macro level - local, regional, and state -wide websites and databases, and on a micro level - through the direct marketing efforts of WSB's Market Matching team. As part of this process, WSB will provide data to GreaterMSP and MNDEED as requested, provide content for the City's websites, develop a GIS- based reporting tool, and provide a quarterly report to City staff and EDA on the status of data deployment. Deliverable 4: System of Periodic Review of Market Data City staff and the EDA review the Market Data Report and prioritize data collection efforts. WSB organizes a system of periodic review based on recommendations it receives from City staff and EDA. The figure on page 6 is a sample of the market data review and deployment timeline. Deliverable S: InfoTracker City staff and EDA are often the first to become aware of changes in the marketplace. WSB will provide City staff and EDA with access to the InfoTracker tool, which provides the means to quickly and easily hand -off information to WSB so our team can update market data in a highly expedited manner. Please see Appendix C for a detailed description of the InfoTracker tool. Task 2: Market Matching Deliverable 6: Profile of Targeted Prospects Upon completion of the Market Data Report, WSB will ask the EDA for priority in determining a profile of targeted prospects. The profile of targeted prospects is derived from the City's asset information. WSB will utilize the City's asset information to highlight market strengths and to determine Monticello's USP. WSB recommends reviewing the profile of targeted prospects on a semiannual basis. Deliverable 7: System of Targeted Prospect Outreach Once the City's USP and profile of targeted prospects is developed, WSB's Economic Development Specialist briefs the Market Matching Team, providing them with relevant market data. Then the Market Matching Team will begin the process of converting prospects to leads through direct marketing to business contacts, association networking activity, responding to inquiries, and actively pursuing opportunities through various economic development agencies. WSB will provide the EDA with a quarterly report on targeted prospect outreach activity. Deliverable 8: Deliver Leads /Assist in Closing The closing component of the Market Matching process is a culmination of the successful execution of the steps that preceded it. WSB will work directly with potential market entrants from the prospecting phase to the pre - application or development phase. We will act as a conduit to provide information to City staff /EDA and act as a resource in identifying potential constraints. WSB will aid in identifying potential sites, and act as a resource in implementing a funding package as needed. Deliverable 9:Annual Bus Tour WSB places a high value on the importance of face -to -face interaction. Your community has a sense of place that can only be fully realized from an on- the - ground point of view. The annual bus tour gives your community the opportunity to show the best you have to offer and provides you an opportunity to promote your community's assets directly to potential market entrants. WSB's Market Matching team identifies and invites developers and business owners who are active in your region as well as those who are operating elsewhere but who have expressed interest in opening your market. We take care of all of the logistics, allowing you to refine and tailor your outreach to maximize your impact. The relationship your community makes with potential market entrants pays instant dividends, and also serves as a valuable resource for years to come. Deliverable 10:Annual Open House Economic Gardening is quickly becoming a buzz phrase. This concept is born out of the idea that economic growth happens brick by brick, primarily with those who are already living and doing business in your community. These are firms that have roots in your community and view the world around them, not simply through the lens of profitability, but also with an eye toward overall success of their community. The vitality of these firms is extremely important in realizing positive sustainable socioeconomic conditions. WSB's Economic Development service aims to support the firms and developers who are already doing business in your community. In addition to collaborating with local business owners and developers during the asset analysis phase, the Market Matching team gathers local operators for an annual open house to review the state of the local markets, as well as to provide them with opportunities to network with potential investors. The open house facilitates an intersection of landowners, business owners, and developers allowing them to share relevant market information leading to increased investment opportunities. Market Data Review and Deployment Timeline 1 4 * ■ _L .................................................... ................. C d a — .......... ... _ ...................... _ ... 4 Appendix A - Data Collection WSB recognizes that cities desire to move forward with marketing efforts as quickly as possible. Based on our research, WSB understands that we must have a good deal of information to be of value to prospects; they require market data. By providing a preliminary report on the inventory and availability of market data, we are providing City staff and the EDA with an opportunity to decide which market sector you would like to place your focus and prioritize WSB's data collection efforts. It is important to note that the process of collecting and deploying data is ongoing. The process of systematizing data collection carries added value in that it relieves the City of the obligation to conduct expensive periodic market study projects. The Market Data Report sheds light on the availability of critical data. It also aids in understanding the community's assets and informs the prospect identification and marketing process. This list below is a sample of the market data likely to be requested by prospects, and completed by WSB as part of the ongoing data collection effort: General Market Data • Population (MSA or County) - Age distribution • Annual per capita income - Household Income • Race and ethnicity • Unemployment rate • Cost of living index • Quality of life - Parks and trails - School data • Transportation and transit City & EDA -Owned Property • Available inventory • Size (developable acres) • Cost per acre • Zoning requirement - Uses permitted • Setbacks - Percent of site that may be utilized - Control of nuisances (dust, smoke, noise, etc.) - Site mitigation required • Available incentives • Inventory and list price of homes currently on the market Housing • Age and condition of current housing stock • Inventory and list price of homes currently on the market • Housing values • Renter - occupied units • Senior housing Manufacturing and Industrial Market Data • Existing available buildings — Size of building (square feet) — Cost per square foot — Year built — Previous use — Condition of building — Floor area ratio — Suitability of building for manufacturing — Current zoning — Climate controlled • Air conditioning • Heat — Surrounding uses — Opportunity for expansion • Existing available land — Size (developable acres) — Cost per acre — Zoning requirement • Uses permitted • Setbacks • Percent of site that may be utilized • Control of nuisances (dust, smoke, noise, etc.) • Site mitigation required — Surrounding uses • Infrastructure of manufacturing and industrial areas — Truck access — Rail served or adjacent to a rail line — On -site storage available • Trailer • Outdoor — Distance to: • Nearest commercial airport (name, miles) • Nearest inland port (name, miles) • Nearest ocean port (name, miles) * Nearest rail spur (name, miles) • Nearest intermodal facility (name, miles) • Nearest state highway (name, miles) * Nearest interstate exchange (name, miles) • Utilities available in manufacturing and industrial areas — Electric (on -site: Y /N; capacity) — Gas (on -site: Y /N; capacity) — Sewer (on -site: Y /N; capacity) — Water (on -site: Y /N; capacity) — Data /voice /fiber (on -site: Y /N; capacity) — Stormwater (on -site: Y /N; capacity) — Utility consumption incentives (rate discounts, hedging, etc.) • Retail market data — Synthesize data collected from previous retail market analysis Appendix B - Data Deployment The following are some of the locations where the City of Monticello's market information will be deployed: F kw C - GREATER MSP"' Minneapolis Saint Paul Reg! `Ir iticello mmm�� WSB & Associates, Inc. POSITIVELY reM Market Matching Appendix C - InfoTracker Effective and transparent communication with residents, business owners, and other community stakeholders is critical for achieving governmental success. WSB can help enhance your organization's communication process through our web -based market information management system - InfoTracker. InfoTracker provides publicized, consistent messages coupled with streamlined documentation. InfoTracker efficiently and effectively transfers information to appropriate individuals within any organization, and can be customized to each organization's needs. By adding a link to the organization's website, constituents are also able to provide input and monitor the actions being taken resulting in a more connected community. Communication Process ► Input market information into database and assign follow -up Ll �T Ep ■ Assigned team member notified ? r, via email .11 s Ei_ yo a m 0 ■ After action is completed, it is documented (closed) in the database A qA'- 3. ► Assigned team member acts on market information or assigns follow -up to another team member InfoTracker Benefits • Immediate market information notification to the appropriate person(s) • "Chain -of- custody "for all documented market information • Easy prioritization and identification of critical market information • Permanent record of market information and resulting actions Interested in InfoTracker? This communication system, hosted by WSB, requires no additional IT support, and is provided with training. For more information or to setup a meeting, contact John Mackiewicz at 763.28 7.7194 / jniackiewicz@wsbeng.com. ■ WSB do Associates, Inc. Appendix D - Market Matching Team (320) 534 -5951 juphoff @wsbeng.com (763) 287 -8536 bbourassa @wsbeng.com WSB's Economic Development Team includes the seven key individuals identified below and is supported by the entire WSB Team. The key staff have numerous direct connections to private sector businesses and development entities and have been assigned to various trade associations and business networks. Their collective network and emphasis on establishing economic development connections will raise the bar for traditional municipal economic development activities and will deliver ongoing value for the City of Monticello. John Uphoff Economic Development Specialist John is an economic development specialist with broad experience working with communities and organizations to achieve their economic goals. He earned a Bachelor of Arts degree in Planning and Community Development from St. Cloud State University, where he also minored in Economics. John has direct experience in the areas of local economic development, housing, historic preservation, promotion, and marketing. He has served as the project manager on a downtown development initiative and a neighborhood stabilization /communication plan in the historic South Side Neighborhood, both located in St. Cloud. John will be the City's primary contact for WSB's Economic Development Services offering. He will lead the Asset Identification /Market Review and Asset Build -out efforts, and coordinate the efforts of the Economic Development Team. John will provide ongoing feedback to City staff regarding economic development opportunities discovered and provide reports /presentations and feedback to the EDA on a bi- monthly basis. Essentially, he will be an extension of City staff and will respond to both staff and EDA requests for information as the City's economic development expert. Brian Bourassa, PE Principal, Senior Project Manager, Economic Development Specialist Brian is a registered professional engineer with more than 20 years of experience in many types of municipal and general civil engineering projects. His engineering experience includes all phases of the project and has involved representation of both public and private entities. Brian's experience in the private development market sector has included both residential and commercial projects. He also has first -hand experience as a private developer. Brian is known for his focus on client needs and excellent customer service. Brian will take direction from John and identify and market to potential developer matches for the City of Monticello. He will focus on both the commercial, senior housing, and residential markets. (763) 287 -7173 mdawley @wsbeng.com (763) 287 -8520 Iwedel @wsbeng.com Morgan Dawley PE Associate, Municipal Senior Project Engineer Morgan is a registered professional engineer with nearly 20 years of experience in municipal and civil engineering projects including streets, storm sewers, water distribution systems, sanitary sewer systems, water and wastewater treatment, site grading, park improvements, development review, and municipal state aid systems. His current responsibilities include planning, coordination, design, and construction administration of a wide variety of municipal projects. Morgan has been a staff or consultant city engineer for the past 10 years. Morgan will take direction from John and identify and market to potential developer matches for the City of Monticello. He will focus on both the commercial and senior housing markets. Jason Wedel, PE Associate, Senior Project Manager, Economic Development Specialist Jason is a Senior Project Engineer in our Municipal Group. He has proven managerial expertise related to municipal engineering and land development. Jason's experience working as an in -house public works director /city engineer provides him with the management level expertise to work cooperatively with City Councils, Advisory Boards, and City staff at a high level. Jason also has experience working for a national home building company (Pulte Homes) as their Director of Land. In that role, Jason performed duties related to land acquisition, entitlement, and development, which gives him a unique perspective and understanding of how developers and cities can collaborate to develop mutually beneficial assets for the community. He is versed in public speaking, administration, financial analysis, project estimating, resolving complicated entitlement and design problems, document preparation, and site management. Jason will take direction from John and identify and market to potential developer matches for the City of Monticello. He will focus primarily on the residential market. (763) 287 -8521 kiohnson @wsbeng.com (763) 287 -7190 bweiss @wsbeng.com (763) 231 -4873 alewis @wsbeng.com Bret Weiss, PE President Bret is a registered professional engineer with more than 25 years of diverse municipal and general civil engineering experience. He is an accomplished city engineer and project manager responsible for the planning, coordination, design, and construction administration of a wide variety of municipal projects. Bret is a skilled negotiator and is passionate about serving the City of Monticello. Bret's role on the Economic Development Team will be to support John in identifying potential developer matches, make introductions of the other team members to key stakeholders in the area, and be part of the City's team regarding the developer negotiation process. Kelsey Johnson,AICP Community Planner, Grant and Funding Specialist Kelsey is a community planner with extensive public sector experience. She has served as the project manager and lead planner on land use plans, comprehensive land use plan updates, zoning ordinance updates, subdivision regulation updates, housing action plans, and small area studies. As a grant and funding specialist, Kelsey tracks funding and grant opportunities for WSB. Kelsey's role on the Economic Development Team will be to support John and the City in identifying potential funding opportunities to support development projects. Addison Lewis Community Planner, Research Analyst Addison brings a variety of experiences in working with local communities. He has a passion for sustainability and is an adept researcher. Addison's experience with working on municipal planning projects and interpreting zoning and land use ordinances has provided him with a unique perspective on the necessity of preparing realistic and implementable plans. Addison will support John with research during the Asset Identification /Market Review tasks and on an ongoing basis. Appendix E - Market Matching Sales Process ........... L"eF Potential Business Lead Generation • City staff /EDA • Business Contacts • Association Networking Activity • Economic Development Agency Initial Market Matching • Business discovery — client needs assessment • Respond to a Request for Information - RFI • Preliminary information exchanged and discussion regarding known community asset(s) Follow -up Market Matching Presentation — if necessary • Complete information exchanged regarding community assets • Further business discovery and client needs assessment Community Development Engagement • Preliminary Project Review • Letter of Intent — LOI Community Development Process Review • Site Plan Approval /Developer Agreement Process • Project Review — Planning — Engineering — Financial — Legal Appendix E - Market Matching Sales Process ........... Cu W � M CU 3 Cr Ol Ikn H E m U H Q C W Y C C Y � O Q u u 3 O a+ M v v Z a>i O C p N u O u f0 VO > C C C '�n '; O W tao CO Q Q W Q ate+ Ol CL 440 m O a v ov wC �� Q N w i O C -0 O v _• � OJ ru ru V) C: (Ii C > v O ru v O C a, ru N .O ,� r O Cu i U OJ O O (% O> w C lA i }L.� O- u E -O �-'� C OL OL i H C C w lA N C L C C aj O U O- 41 Q Q ro J °- N >, v U — 'O U �= Q w C Y ca 'S `° C — OJ cB 2i a, N Q OJ _a v Vf •O O ca Q U Y C — Y U to "J OJ Q C Q OJ 05 J: O Q -= Y t LJ UO Y 4CCJ w C O1 d N— C > 41 CO N — C d J N (6 O O E OL C E u Q C � Q w 0 CO Vi CO Vi v. . . to CO •� v Vi N CO y cB N > Q (B 01 (B � .� Cu W � M CU 3 Cr Ol Ikn H E m U H Q C W Y C C Y � O Q u u 3 O a+ M v v Z a>i O C p N u O u f0 VO > C C C '�n '; O W tao CO Q Q W Q ate+ Ol CL 440 m O a 7. Consideration of TIF 1 -22 investment planning and appointment of an EDA sub- committee for the purpose of developing a strate2y for acquisitions as related to Embracing Downtown. (AS) A. REFERENCE AND BACKGROUND: The EDA will have the opportunity to tour the majority of the TIF 1 -22 District as part of its June 12th meeting. The purpose of the tour is to provide the EDA with an "on -the- ground" understanding of the core downtown and the parcels in the district. The tour allows the EDA to understand first -hand the opportunities and obstacles that may be present in accomplishing the Embracing Downtown Plan. It is strongly encouraged that the EDA Commissioners review the TIF 1 -22 map, map of City & EDA properties, and downtown framework plan prior to the tour. These documents provide important context for the tour. After the tour and during its regular meeting, the EDA will be asked to provide feedback for strategic planning on two primary items: Development of a draft "spending plan" outline for TIF 1 -22 Development of a strategy for acquisition and sale of property in support of the Embracing Downtown plan (and draft spending plan) In relationship to item 1, the TIF 1 -22 Management Plan adopted by the EDA in February of 2013 specified that the next step for the EDA was to develop a plan for its investment in the district. The EDA will recall that its adopted management strategy for 1 -22 kept the district intact and allows it to continue to generate increment until its required decertification date. This approach provides the EDA with the maximum amount of financial resources (through pooling of the increment) for achieving its redevelopment goals. The development of a "spending plan" outlines how the EDA will seek to use the increment in 1 -22. As such, the tour exercise is one tool the EDA may use to determine how to focus its efforts and spending within the district. Therefore, in conjunction with the tour, staff is looking for the EDA to provide feedback on the following: 1. Which specific projects might the EDA fund with pooled tax increment in 1 -22? 2. Are there projects in the downtown which TIF 1 -22 may not be able to fund due to restrictions in pooling, but which TIF 1 -6 could be used to facilitate? 3. Should available 1 -22 increment be used primarily for property acquisition in support of the downtown plan? If not, what other activities could/would be alternatives? 4. Which areas or blocks make the most sense for focused investment by the EDA based on the Embracing Downtown plan, transportation initiatives, or property already owned? 5. Are there parcels which were previously "knocked out ", which could be considered for re- instatement into 1 -22 due to their likely inclusion in a future redevelopment project? 6. Are there any areas within the downtown where the EDA could see a housing project completed consistent with TIF housing requirements? EDA Agenda: 06/12/13 Staff will compile the EDA's feedback and bring back a draft outline of TIF 1 -22 investment priorities for review and comment during the July meeting. In addition to development of a clearer strategy overall for TIF 1 -22, further definition on the process for future acquisitions of property in the downtown area was requested by the EDA as part of its 2013 Workplan discussion. At that time, the EDA indicated its desire to develop "focus areas" for the purpose of moving the Embracing Downtown plan forward in a more strategic way. This objective dovetails well with the development of a defined spending plan for TIF 1 -22. A new method has also been proposed for working through potential acquisitions and property sales in the downtown. Commissioner Tapper has suggested that a small sub- committee of the EDA develop a more pro- active approach to working with property owners in the downtown. Specifically, Commissioner Tapper envisions the development of a scenario by which the EDA secures purchase options on parcels /properties in the downtown. The option agreements would include clauses which would trigger increases in the sale price of a given property under a set of circumstances such as: • Properties which voluntarily become vacant prior to sale, reducing the relocation costs incurred by the EDA in redevelopment. • Property owners consolidating properties for sale within a given area or block • Property owners who are able to bring forward a developer and concept (consistent with the Embracing Downtown plan) for their site This strategy is somewhat akin to the matrix the EDA had laid previously drafted for potential future acquisitions, attached for reference. However, this strategy allows the EDA more flexibility in how and when it allocates its resources. Commissioner Tapper has indicated that this approach has the potential to create a partnership between the EDA and property owners in moving the Embracing Downtown plan forward. It puts the momentum of the plan in the property owner's hands. It also allows the property owner to continue to own, operate and lease their buildings until such time as they seek to sell. If the EDA is amenable to the development of this strategy, the process would be as follows: 1. Sub - committee develops strategy with a number of option scenarios and pricing triggers 2. Feedback on option agreements obtained from legal counsel 3. Sub - committee refines based on legal comment; consults with negotiations team 4. Full EDA reviews base strategy for adoption (not individual option agreements, as each would be slightly different based on the property) 5. EDA staff prepare an outreach plan for strategy roll -out to downtown With the above in mind, the only required actions of the EDA as part of this item will be to provide staff with feedback for the preparation of a draft TIF 1 -22 investment plan ( "spending plan ") as noted and to appoint a sub - committee on acquisition strategy as the EDA determines appropriate. C. EDA Agenda: 06/12/13 Al. Budget Impact: Based on the information prepared by Northland Securities in the TIF 1 -22 Management Plan, the total future estimated dollars generated in TIF 1 -22 and available for use is $1,005,000. In addition, the EDA has the authority to pool an additional $816,000 of tax increment from TIF District No. 1 -22 for housing purposes. The EDA has the authority to use funds available within TIF District No. 1 -6 for redevelopment purposes. The balance at the end of year 2012 was approximately $591,000. A2. Staff Impact: Staff will prepare the draft investment plan for 1 -22 as a result of EDA feedback. Staff will also provide support as needed to the proposed sub - committee. STAFF RECOMMWNDATION: Staff defers to the EDA on any outcomes as related to TIF 1 -22's investment plan. Staff supports the formation of a small EDA sub - committee for the development of an overall property acquisition strategy. ALTERNATIVE ACTIONS: Decision 1: TIF 1 -22 Investment Planning 1. Motion to direct staff to prepare a draft outline for the TIF 1 -22 investment plan ( "spending plan "), based on the comments and findings of the EDA in the meeting of June 12th, 2013. 2. Motion to table for further discussion. Decision 2: Acquisition Strategy Development 1. Motion to appoint Commissioners and an EDA sub - committee on property acquisition strategy. 2. Motion of other. D. SUPPORTING DATA: A. TIF 1 -22 map B. Map of City & EDA properties C. Embracing Downtown Plan, excerpt D. Embracing Downtown Plan, excerpt E. Embracing Downtown Plan, excerpt F. Embracing Downtown Plan, excerpt G. Embracing Downtown Plan, excerpt Land Use Map Building Condition Parcel Suitability Approved Scheme Downtown Framework Plan to a 71'/f \m jv g' I \ � f / V® I io e 3 'gee jv 8A ib ' jy8 H LI / <!�/ TI F District 1 -22 0 � _, 1997 Establishment Parcels Q 2012 County Records 1 inch = 100 feet CITY_/ ,f -gin I 0 Map M' ,��. _ _ sm - ■ ■111 ■ � nnnnn 111111 ■� — r �' '' ' .. a =11111 . ,4 hit � �iii'•e° N I w� :; ~� 6�° • �►. �� a� o•� Ill miu: - �i to •. °;aT d�� hY • � _!e S11� . ' 1 , 0 ®�l':.` � NIY \Y �yA t e ►'� � /� CAIIIIII � ♦ !,`e. ` `■ . 1N YIN/ �N!e /clue "1i �J� ' °�!Nii�1i.: y N1 .7 �BICC 93� ��IIW � IIIInn1= 1 Ito ` hlene __ \ J • �� I 4i 11D�� I♦ 1/ �riri 41 y <`j � 1 1 �an11 n■n � :,, na nnenn nOi. xlr .111. �IIIi1 «1 m � 1111111111■ •.,y C 1.111. 11111 '• °' '� �.111.CINII 1111: _ �� ` I'�il I \1111111 ■ �:- `I •o � 111 i'i e� se S� 11 1 Al 0 w co ( J 4' related improvements in this corridor is undertaken, consideration should be given to providing off - street bicycle pathways through the CCD. I and I Ica Existing land use in the Monticello CCD can be broken down into two major categories of use; residential and commercial. Although promoted by the 1997 Downtown Revitalization Plan, mixed residential and commercial use has not emerged as a significant use in the CCD. Stakeholder interviews conducted for this study indicated support for the continued segregation of residential and commercial use in order to: • Funnel public investment into commercial redevelopment to promote downtown business • Retain downtown land area for future commercial and business development, including parking • Focus revitalization efforts on the most visible problems with the existing downtown; vacant and run -down commercial properties, and • Protect residential properties from pressure to redevelop and from potential use of eminent domain for property acquisition. Figure 11— Land Use 22 Figure 11- Land Use illustrates generalized land use for the CCD District and two additional blocks adjacent to the CCD east of TH -25. The pattern of use illustrated indicates that the bulk of the purely commercial land use in the CCD occurs in the blocks to the west of TH -25 between the freeway and River Street. Aside from concentrations of low and mid - density housing between 6th and 7th Streets to the west of Locust Street, residential land use west of TH -25 occurs along the west edge of the district from 4th Street north to the Mississippi River. Delineation between commercial and residential land uses west of TH -25 are generally sharply defined along the existing public streets. To the east of TH -25, the segregation of commercial and residential land uses is quite well defined from the freeway to 5th Street. But from 5th Street north to River Street and East Bridge Park, all of the blocks flanking Cedar Street except the two at Broadway Street contain a mix of residential and commercial land use with a significant percentage of single - family residential land. 11111/111 I �I - � IIIII , -I `11�_:�. _ X111111 11111 _ �_ _� - 111111 11111 YIT �� X111 11111 IIIII 111 IIIII_.rlllllll� _ 1 - ;� 1 , Figure 11— Land Use 22 Figure 11- Land Use illustrates generalized land use for the CCD District and two additional blocks adjacent to the CCD east of TH -25. The pattern of use illustrated indicates that the bulk of the purely commercial land use in the CCD occurs in the blocks to the west of TH -25 between the freeway and River Street. Aside from concentrations of low and mid - density housing between 6th and 7th Streets to the west of Locust Street, residential land use west of TH -25 occurs along the west edge of the district from 4th Street north to the Mississippi River. Delineation between commercial and residential land uses west of TH -25 are generally sharply defined along the existing public streets. To the east of TH -25, the segregation of commercial and residential land uses is quite well defined from the freeway to 5th Street. But from 5th Street north to River Street and East Bridge Park, all of the blocks flanking Cedar Street except the two at Broadway Street contain a mix of residential and commercial land use with a significant percentage of single - family residential land. Because residential land use will be more difficult and expensive to redevelop than commercial use areas, the more homogenous commercial areas on the west side of TH -25 should be considered as the most likely redevelopment properties based on existing land use. The blocks to the east of TH -25 provide access and visibility equal to those on the west side, but will be harder to redevelop for commercial use because they are constrained by the presence of numerous existing single - family residences. Building Condition As noted earlier, commercial development in the downtown area started along Broadway Street, and has extended to the south over time. The newest commercial developments and structures, and therefore those in the best physical condition, occur to the south of the railroad corridor at 5t" Street. In the CCD north of 5t" Street there is a 11111 11111. �IIIl�I �: � ,. •, ,F �' = I�� Lf!��1-1�1l-1��1 1111! IIIIIIIIII Illilllllli ��I l 01 iii. iil 1i3'��f Illlllllli IIIIIIIIII Illplllll IIIII . !!� '�`F' '� f "' II �� IIIIINIIIII 11111. 11� � 1111 ■ ��II■ �i 11 �ff Ili 1 Figure 12 — Aging and Obsolete Properties greater mix of new structures, newly renovated structures, and aging and obsolete structures. Aging structures in poor physical condition do occur in the CCD, and in many cases, structural condition has continued to deteriorate due to business loss and low rental income for property owners in the older downtown area. A number of the existing buildings along the Broadway Street corridor fall into this category. The locations of aging and obsolete commercial properties in the CCD are illustrated to the left in Figure 12. The designation illustrated in Figure 12 includes several properties that are commercial operations, but residential land uses. Properties fitting this description include rental property at the northwest corner of Walnut Street and River Street across from West Bridge Park, and rental property at the southwest corner of Cedar Street at Broadway Street. In addition to structures in poor physical condition, there are issues with obsolescence in the downtown area, especially in the older segment along Broadway Street that is hampered by a lack of well - placed convenient parking for tenants and their customers. Even structures in reasonably good condition along the Broadway Street corridor are difficult to lease and operate a business from due to lack of parking. In many cases the form of the older buildings is also inconsistent with the desires of contemporary retail tenants. The older buildings are generally quite narrow, and excessively deep from front to rear as compared to what is the typical form for lease space for small retail and service commercial uses in 23 more contemporary shopping areas. The excess depth is undesirable for tenants who are therefore unwilling to pay for it, and the additional depth makes store layout and operation more difficult. Where these concerns are combined with a lack of parking, or with a parking supply only to the rear of the building, space becomes even harder to lease. Rear entrances to stores have offered partial solutions where owners have implemented them, but these additional entrances create additional demands for signage and architectural enhancement of the rear of structures, and create operational problems by adding additional control points that require monitoring by store employees. Parcel Suitability The Monticello EDA canvassed downtown property owners to determine the location and extent of willing sellers of property in the CCD. As expected, there turned out to be a relatively .;, strong correlation between All property owners willing to sell, and properties that fit ►• #rii' ;..� • •, ± "` �� the description of aging p and "' l•' ""t obsolete as described above. The distribution of available '% I 'oi' 1 ` w properties should be an 'Ok ",1 indicator of locations where �' ter+ �..�•. property acquisition could occur between a willing +;fir • fir--• seller and a willing buyer to =4 i it facilitate redevelopment. ilk y i3 n Figure 13 illustrates locations + , �- ,,�• within the CCD that r Tr� N" represent either willing sellers, or public ownership. ; n '�- Recognizing concentrations + of available property is aa� fi • especially important in 'R' * iL , Monticello where the pattern of downtown . -\ r ! •' t' property ownership is diverse with a large number of owners of relatively small parcels within a several block 4° *' concentrated area of the downtown area. _ � Willing Sellers • � City OwnedlPuhlic Figure 13 — Willing Sellers 24 Figure 20 illustrates Refined Scheme A as the recommended basis for the further definition of financial feasibility and implementation plans and phasing for redevelopment of downtown Monticello. The framework of land use districts, areas for maintaining existing development, areas for promoting redevelopment, approaches to transportation corridors, and improvements to preserve and enhance the downtown image are represented in Refined Scheme A. These elements will become the basis for policies and guidelines to direct future development and redevelopment in the CCD. i I Fl.'K1G Ph2KT 6� 'r two lal7 -s - -1� 9sl��l- 2L r WvEC slle 't• w. jjj qK, g20Pli x)A4 5�-- i��Cyy��IFT�lI IL JIJ!.I.I��II U I• �® O-A" �d 4x41= � Io 4 7r ST--ET w. �A VSxILL 'siE�ItKM �l 1 �° PM ` c Figure 20 — Refined Scheme A FM+uM12s �--I - -.Ph n IL1I // ji V�LAI� FtALA r � - -1r RiUCIZ SiRtEr � u � I wW�./8N I 161 li M1 s- � yio C6 l� 3a ¢ U 14 �� axroT. 2 ILK IoF > 1b 0.(i it g,gi j BpN1� 3 � 4 Wain HrL.w 11a /.EVe� Q L� 3 9 itr 1��4 9K � I�RW2Y O tt I S i 14 B 7K n I t Ia -- t3 B � III i5 � Ea 2oK •C n 1 9 -- LI ®4 I2K � i 9 -� p �huEZ 4lN 5'ea ti F Table 8 on the following page summarizes the potential redevelopment square footage illustrated for the CCD north of 5t" Street, and identifies the block by block change from the existing condition. 44 Chapter 3 - Downtown Framework Plan and Design Guidelines Framework for Downtown Development The alternative downtown redevelopment concepts, including the preferred alternative illustrated in Refined Scheme A (Figure 20) represent and illustrate possibilities for ways that market demand that exists in the Monticello Trade Area can fit within the northern half of the CD where the greatest potential for redevelopment exists. The plans show specific uses and parking relationships that may, or may not accurately depict how opportunities are captured over time within the CCD. w u blic Public '` w PuPublicP Public However , what is specific about the Parking w y preferred alternative is the general w W IYe` t�} convenience organization of uses, and the location u Oden ted Z o hoppin Services of types of uses within the CCD. Figure a aROaoavAVSTREET 21, the Redevelopment Framework o Plan, illustrates the recommended use W v z districts consistent with the Shopping _ z preferences illustrated in Refined Scheme A. Public - a 4TH STREET Parking ° , j Proposed use areas, or districts, in the Cargill o ° Framework Plan are based on access, �+s location within the CCD, and o �tstall� civic 111-0 W surrounding land use relationships. The Framework Plan represents the 6TH STREET a w Civic a Z Q flexibility needed to capture all p IViC d � ° Public potential development and WALNUT Ex Re[ai! "� O' T�� STtZ�E� redevelopment opportunities for the STREET o CCD. As opportunities present o Ex. Retail themselves and are evaluated, Existing Retail vr��. locations for uses should fit the y., purpose and capabilities of the districts illustrated in the Framework Plan. The -94 use districts are defined in greater detail as part of the proposed Design Figure 21— Framework Plan Guidelines for the CCD. Structure for Design Guidelines The Design Guidelines are intended to correspond to the limits of the CCD Zoning District, and to establish development controls within the CCD. With the recent modifications to the Monticello Zoning Code, the development standards for the CCD District were revised to refer to the CCD Design Guidelines as the controlling legislation for land use, site development standards, and building design 51 EDA Agenda: 06/12/13 8. Economic Development Report 349 W. Broadway (Fred's Auto Site) MSA Professional Services has submitted a Tank Locating Assessment report detailing their findings related to the former Fred's Auto site. In summary, the report indicates that MSA was unable to locate any remaining underground storage tanks at the property. However, MSA recommends notifying any potential property users of the potential that the remnants of a buried tank system may exist at the property. MSA's report further states that no further evaluation of the property for contamination purposes is currently required and that no use limitations would exist in consideration of the uncertainty regarding the previous tank removal activities. It is the intent of staff to request formal report acceptance by the EDA in July. However, staff wanted the EDA to have the opportunity to review the report and detail during the June meeting any questions for which further clarification may be needed from MSA. Embracing Downtown Activity Montgomery Farms Property One commercial tenant remains in the buildings owned by the EDA at the southeast corner of CSAH 75 and TH 25. All other tenants have been relocated. Payments to two of the commercial tenants who have relocated are in process through Wilson Development Service's office. The City's attorney has recommended that the EDA provide a new 90 -day notice to the remaining tenant. This is due to a potential conflict in dates between the time the initial 90- day notice was sent in late 2012 and the tenant lease hold -over agreement signed by the tenant in December of 2012. In addition, the attorney indicated that by issuing the new 90 -day notice, the EDA could at the same time serve the tenant with the required 30 -day lease termination. As such, the letter detailing both has been sent. The tenant has until September 6th, 2013 to vacate. Should the tenant fail to vacate /relocate by that time, the EDA will need to pursue an action for unlawful detainer in court. It is staff s understanding that the tenant is working with a local real estate broker on relocation. It is staffs intention to proceed immediately with the process for qualifying the building as substandard once the buildings are vacant in September. The goal would be to demolish the buildings in late fall 2013, or at the latest, spring 2014. TH 251CSAH 75 City staff and engineers from WSB & Associates are meeting the week of June 10th to establish a schedule for the improvements at CSAH 75 /TH 25, including all needed approvals, EDA Agenda: 06/12/13 construction timelines and economic development processes. Once the draft timeline is complete, it will be forward as part of an upcoming EDA report. Paddle, Pedal, Play — River Recreation The City Council approved a sidewalk sale permit for a new river recreation program being offered by Hoglund Transportation. See attached Council report and description for more details. Please note that the report identifies the use of Block 34. The correct location is Block 52 and the Walnut Street Parking Lot. Economic Development — Vision & Long -Range Planning The amendments proposed to the Comprehensive Plan for Chapter 2- Community Context and Chapter 4 Economic Development were presented in a public hearing to the Planning Commission on June 4', 2013. The Planning Commission unanimously recommended approval of the proposed amendments. The item will go before the City Council in July. The Economic Development chapter, along with the policy statements found in the "Places to Work" portion of Chapter 3 - Land Use, are the City's foundation for economic development. As such, if ultimately approved by the City Council, the Comp Plan's Economic Development Chapter will be a primary tool for reference in developing the EDA's 2014 workplan. services is approved, WSB attend an upcoming IEDC meeting to describe their InfoTracker feature in more detail and provide a demonstration to IEDC members. I -94 Coalition Update On May 13, 2013, St. Michael Mayor Jerry Zachman and IEDC member Wayne Elam attended the City Council meeting on behalf of the I -94 Coalition. The two were able to speak to the value of the coalition, the use of contributed funds and the progress being made as a result of the organization's efforts. After a discussion and question period, the City Council voted 5 -0 to support a contribution to the I -94 Coalition. The minutes of that meeting are attached for reference on the discussion and decision. The State Legislature approved $300 Million in support of the Corridors for Commerce program. There is some chance that a portion of these funds could be applied to improving I- 94. Staff will continue to provide updates on this possibility as it develops. TAC Update A verbal update on progress related to the Fallon Avenue overpass and second river crossing will be presented at the meeting. 2 EDA Agenda: 06/12/13 Legislative Update An update on economic development - related programs and funding is included for the EDA's reference. As part of the Market Matching contract, staff has requested the WSB reps stay on top of such funding programs and provide detail on whether and how programs could be applicable to Monticello. Tank Locating Assessment Report Former Fred's Auto Repair 349 West Broadway Monticello, Minnesota 55362 May 2013 MSA Professional Services, Inc. 301 West First Street, Suite 408 Duluth, Minnesota 55802 MSA Project No. R13731000 Tank Locating Assessment Report Former Fred's Auto Repair 349 West Broadway Monticello, Minnesota 55362 May 2013 MSA Professional Services, Inc. 301 West First Street, Suite 408 Duluth, Minnesota 55802 Prepared by: Jeffery Anderson, P.E. MSA Project No. R13731000 TABLE OF CONTENTS Page Introduction..................................................................................................... ............................... 1 Investigation Methods and Procedures ........................................................... ............................... 1 InvestigationResults ........................................................................................ ............................... 1 Conclusions and Recommendations ................................................................ ............................... 2 Assessment Limitations ................................................................................... ............................... 3 FIGURE 1 Site Location Map FIGURE 2 Site Plan View FIGURES APPENDICES APPENDIX A Historic Fire Insurance Maps APPENDIX B Photographic Reference Log © May 2013 MSA Professional Services, Inc. Page i k: 137oau373PS 13731,l3�1000,Repo,�,l3J 1000— k-- gA.,,, ,t052313.d- Former Fred's Auto Repair Phase 11 Environmental Site Assessment 349 West Broadway, Monticello, Minnesota INTRODUCTION This Tank Locating Assessment was completed on behalf of the City of Monticello as a means of evaluating whether underground storage tanks (USTs) formerly in use at the property (former Fred's Auto Repair) had been previously removed, or if they remained buried in place. The property is located at 349 West Broadway in Monticello, Minnesota as visually depicted on Figure 1, attached. Site features are visually depicted in aerial format on Figure 2, attached. INVESTIGATION METHODS AND PROCEDURES The former Fred's Auto Repair property located in Monticello, Minnesota has had several uses over the years including a Texaco gas station, a car dealership and auto repair shop. The properties most recent occupants, Fred and Patricia Culp, operated the property as an automobile repair shop since they bought the property in 1987. Previously, the property had been owned by the Teslow family. MSA completed a thorough evaluation of historical information as a basis of for determining whether the tanks had been previously removed, or remained buried in- place. The investigative procedures which were employed included the following: • Acquisition and review of historical fire insurance maps with possible evidence of the tank locations; • Interviews with former property owners; and • Interviews with Minnesota Pollution Control Agency staff within their Tanks department. Following the review and evaluation of information available through historical fire insurance maps and interviews, MSA staff completed a site visit with Range Environmental Drilling to complete a thorough evaluation and intrusive exploration in an attempt to locate any buried tanks that may exist at the property. Field activities included the use of both shallow and deep sensing magnetometers to identify any buried magnetic (ferrous) objects with the potential to be the size of an underground storage tank(s). INVESTIGATION RESULTS A review of available fire insurance maps was completed. Maps were available for the following years: 1885, 1903, 1914, 1922 and 1960. Of notable interest, the 1960 Fire Insurance Map identified an auto Filling Station at the location of the site (on the corner of Linn Street and Broadway). The 1960 map did not, however, provide information regarding the location of any gas tanks. This information provides supporting evidence that the property was in fact a filling station, as late as the early 1960s. The fire insurance maps are attached for reference as Appendix A. Interviews were completed with Patricia Culp and Margaritte Teslow (representing the Teslow family). Ms. Culp was aware of the previous existence and use of underground storage tanks at the subject © May 2013 MSA Professional Services, Inc. Page 1 k: 137oau373PS 13731,l3�1000,Repo,�,l3J 1000 T ktr v gAwevsm 052313.do Former Fred's Auto Repair Phase 11 Environmental Site Assessment 349 West Broadway, Monticello, Minnesota property but was unable to provide any details regarding their former location, or if they had been removed. Ms. Culp was able to provide information regarding the previous owner and felt that they would be the best source of information regarding the tanks. Margaritte Teslow was subsequently contacted regarding the history of the property and any knowledge she may have regarding the formerly in -use tank system. Ms. Teslow confirmed that the property had been a gas station in the 1950s and 1960s and that her husband had dealt with the tanks priorto the property use being converted to a car dealership. She indicated that her son, ChuckTeslow, may remember more regarding the tanks and she volunteered to contact him on MSA's behalf. Unfortunately, his memory regarding the location and closure of the tank system was limited also. Both Margaritte and Chuck Teslow believed the tanks had been removed and one may have been emptied and then filled with sand. They were certain that the tanks had been taken out -of- service in a fashion appropriate of the time. MSA completed a site visit on May 1, 2013 in an attempt to physically locate any potential remaining underground storage tanks. As a first step of the on -site evaluation, the property was thoroughly inspected for potential indicators of buried tank components (fill pipes, vent pipes, sunken asphalt, or pump island remnants). No obvious indicators or remnants of tanks were observed, however, the outline of a former dispenser island was evident between the building and West Broadway. The location of this feature is shown on Figure 2 and Photographs 3 and 4 (Appendix B). Following this inspection, the site was traversed with shallow and deep sensing magnetic locators, searchingfor underground signatureswhich could representa potential buried tank. Approximately5 locations were identified that resulted in magnetic readings that indicated the presence of a buried, ferrous (metallic) object. These locations are identified on Figure 2, attached. As a means of evaluating these locations, push probe soil borings were advanced to approximately 10 feet below ground surface to see if a tank was encountered. No tanks were encountered during the soil boring advancement activities. Photographs of the magnetic locating activities and soil boring tank locating activities are provided as Appendix B. Subsurface conditions were observed as part of the soil boring activities. No signs of contamination were encountered in any of the soil borings advanced as part of the tank locating assessment. CONCLUSIONS AND RECOMMENDATIONS MSA was unable to locate any remaining tanks at the property. Interviews with previous property owners and users of the historic tanks indicated that the tanks had been previously removed and that possibly one had been filled with sand. They were unable to provide any information regarding the former location of any tanks. MSA staff utilized both shallow and deep sensing magnetometers designed to locate buried metallic (ferrous) objects. Although several magnetic signatures (-5) were identified, advancement of hydraulically advanced probes did not encounter buried tank(s) at the identified locations. Site layout indicates the most likely location of the formertanks exists to the west © May 2013 MSA Professional Services, Inc. Page 2 k: 137oau373PS 13731,l3�1000,Repo,�,l3J 1000 T ktr v gAwevsm 052313.do Former Fred's Auto Repair Phase 11 Environmental Site Assessment 349 West Broadway, Monticello, Minnesota of the building, towards Linn Street. No magnetic readings were documented in this area, though, providing indication that if they had existed in this area that they have been previously removed. Furthermore, no indications of contamination were encountered. Previous assessment completed by Braun Intertec indicated the existence of a confined area of contamination to the rear of the existing building, in the vicinity of a former waste oil tank basin. The MPCA's Tank Program was contacted for information related to the former tanks and indicated no information was on record. The MPCA further stated that the historic nature of the tanks and lack of documentable knowledge allows for no process to retroactively register the tanks as removed. MSA recommends notifying any potential property users of the potential that the remnants of a buried tank system may exist at the property, which may be encountered if intrusive development of the property occurs which involves excavation. The limited nature of residual contamination existing atthe property provides sufficient evidence that no further evaluation of the property is currently required and that no use limitations would exist in consideration of the uncertainty regarding the previous tank removal activities. ASSESSMENT LIMITATIONS MSA Professional Services, Inc. (MSA) has conducted this Tank Locating Assessment for the exclusive use of the City of Monticello (Community Development Authority) and its designated agents and assignees. The services performed by MSAfor this project have been conducted in a manner consistent with the level of skill and care ordinarily exercised by other members of the profession currently practicing in the field under similar cost and time constraints. This report was prepared in accordance with generally accepted practices and principles of this time and location. No othe r wa rra nty expressed or implied is made. Please feel free to contact me at (2 18) 733 -3915 with any questions or concerns regarding this project. Sincerely, MSA Professional Services, Inc. Jeffrey K. Anderson, P.E. Senior Project Manager © May 2013 MSA Professional Services, Inc. Page 3 k: 137oau373PS 13731,l3�1000,Repo,�,l3J 1000— k-- gAwevs — 052313.d- FIGURES -1 � I t l� s ■� MSA IRANSPOITATION • MUNICIPAL DEVELOPMENT • ENVIRONMENTAL 183_ .... S_ Rhinelnnda, DUI i4i01 a5 -362 -3244 1400 -814 -7854 Fax 715 -362 -4116 sEx�lcES U' 1 Ada c a -p..rnm O O TANK EXPLORATION BORING, MAGNETOMETER SIGNATURE IDENTIFIED NOTE: TANK EXPLORATION ACTIVITIES COMPLETED ON MAY 1, 2013 DID NOT IDENTIFY ANY BURIED TANKS. IN ADDITION, NO SIGNS 0 10' 20' 40' OF POTENTIAL CONTAMINATION (ODORS, STAINED SOIL) WERE IDENTIFIED AT THE EXPLORATION BORING LOCATIONS. MSA '4 -7 E'�'a� SITE PLAN VIEW 1373100 a 3'; "Fa; 1'r3b2 FIGURE 2 FRED'S AUTO BODY MONTICELLO, MN F2 APPENDICES APPENDIX A Historic Fire Insurance Maps t eA eceb IAeex. t s ELM ST t(:.NI.. FOURTH ST.'._. I F; m z I p i w I I QI I z I i z I a dL >_ WALNUT 7 TONNLL� H LOCUST (lr, EIRE u �1EE.1 IIIECT— BUREAU u, vh.wM edle�.s NINN IOP— TIONNOEN-1, a, ESOrA EIRE PROTECTION 11 -11, IM�w.p. olua 9allonwakwtN xek�Y rrun n�enE M1n P .-I. - Nmon�n en n Map Type: Fire Insurance o.wlwu 0 TOWN a I Digital Images Created By °0000 Historical Information Gatherers, Inc. L) Map Date: March 1960 Z zi I HIG Project No- 132537 ©2012 FfistoElcal Information Gatherers, Inc. H I S T O R I C A L INFO R M AT ION � I LOCUST Sheet Number: 1 I p i w I I QI I z I i z I a dL >_ WALNUT 7 TONNLL� H LOCUST (lr, EIRE u �1EE.1 IIIECT— BUREAU u, vh.wM edle�.s NINN IOP— TIONNOEN-1, a, ESOrA EIRE PROTECTION 11 -11, IM�w.p. olua 9allonwakwtN xek�Y rrun n�enE M1n P .-I. - Nmon�n en n X a Map Type: Fire Insurance o.wlwu 0 TOWN a IIIIIIAL 51 TOWN Digital Images Created By I X a F— (J) E- O cc www.historicalinfo.com Map Type: Fire Insurance - ° IIIIIIAL 51 TOWN Digital Images Created By Bureau Historical Information Gatherers, Inc. F— (J) E- O cc www.historicalinfo.com Map Type: Fire Insurance Publisher: Fire Underwriters Inspection 1960 Digital Images Created By Bureau Historical Information Gatherers, Inc. L) Map Date: March 1960 Monticello, MN Revised Date: Republished: HIG Project No- 132537 ©2012 FfistoElcal Information Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. Sheet Number: 1 i � 6 ��,00 �c o If A.4 [. (i1 -E-- a 12 4 Y ill lwleow mw an. IS Scale of Feet. MAPLE iao' YY1� a "ST-7''-t -N--�► 1 .Ir,wcr[ns Br [rx[— M.vlcrro+ 8 i 1 1 _.._.._. LINN i a. K M ' �µ d D 9% e e 6 1 i' S Y 8 3 y O 9 � $ m c i 1trA.— 8 ; d i 4 si �1 d Q# LOCUST 'v 1 a a �. A E 6 Inc b ew Y @ 1 a i ® e 1 a °i lon WALNUT 8 N I I UF www.historicalinfo.com Type: Fire Insurance Publisher: Sanborn Map Co. 1922 Digital Images Created By 0 •7 Historical Information Gatherers, Inc. H1�.T Map Date: August 1922 MOritice110, NIN Revised Date: Republished: Sheet Number: 1 HIGMap Project No- 132537 ©2012 fflstmlcal Information Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. 8 8 e 31 0 > f � 4 f :T.a s_ V Q` m LOCUST - c L ^` u 1914 a f r 36 , ` s MAPL[ ,Ipp u i91a =� N � 1 Map Type: Fire Insurance Publisher: Sanborn Map Co. 1914 Digital Images Created >e: aN MAP�� Historical Information Gatherers, Inc. at H1�.T Map Date: March 1914 NT /CE_LLO r 49 j �Bq 1914 ,Ep , WGnAr. R�~ J I.�`I,.'� MOM H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. R•19 �9N � e t LAP i 1 l lllhar r °.. , ,1 8 o. e � �i[Pf[c.. � ...... �, Y or www.historicalinfo.com I El Map Type: Fire Insurance Publisher: Sanborn Map Co. 1914 Digital Images Created Historical Information Gatherers, Inc. at H1�.T Map Date: March 1914 Monticello, MN Revised Date: Republished: Sheet Number: 1 HIG Project No- 132537 ©2012 fflstmlcal Information Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. e y� Map Type: Fire Insurance Publisher: Sanborn Map Co. �A: yes c ✓ g BEIOM--- e----- _- �SAt. -7 Historical Information Gatherers, Inc. 1© H1�.T y � I $MLM WALNUT® �1 5 S. ( /NN HIG Project No. 132537 ©2012 historical InformahOn Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. V, m. JMNZ 3 8 ,e •3� 20 to 34 Z i Cm flllvlar"IIMxs �— — I � —_ � ) E ~ 6M v r � el C e G $ I I 38 a 61 aC I E 1 1 It •L._a. { I 2 p I 7 � __ I e Map Type: Fire Insurance Publisher: Sanborn Map Co. �A: yes c ✓ g •7 Historical Information Gatherers, Inc. H1�.T y � Monticello, MN 5 S. ( /NN HIG Project No. 132537 ©2012 historical InformahOn Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. V, m. JMNZ 8 ,e •3� 20 ou Juf Sf An A fr tax. •- _ - - � arm_ tYefdr([! S � _ - Q,rrr , 0. LOCUST 1 1 1 I \ e www.historicalinfo.com Map Type: Fire Insurance Publisher: Sanborn Map Co. 1903 Digital Images Created By •7 Historical Information Gatherers, Inc. H1�.T Map Date: February 1903 Monticello, MN Revised Date: Republished: Sheet Number: 1 HIG Project No. 132537 ©2012 historical InformahOn Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. to 34 Z i Cm flllvlar"IIMxs �— — I � —_ � � el aC I E 1 1 It 1 1 8 Sf°IN °r r c LINN 1- 1 Q� PINE I V i � +9 I � 1 /� my I 1 o 5 / � 1 , 652 �wmN • Ir 1 ° I , �� q nw✓ -E S.k. 0 0. ° 4a . I M I 1 Q SEe paerE. -WALNUT. - °etae-- MAPLE www.historicalinfo.com Map Type: Fire Insurance Publisher: Sanborn Map Co. 1903 Digital Images Created By •7 Historical Information Gatherers, Inc. H1�.T Map Date: February 1903 Monticello, MN Revised Date: Republished: Sheet Number: 1 HIG Project No. 132537 ©2012 historical InformahOn Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. <y M�rnctt� SYNjtc� Cc. z ° 19 m a r ; =� O K m I 4 ' sa §,o M h �o. IV /00 wtrua 1 � o n, 9 � B 7 a+ 6 50 q 5 ' i r 3 O R m 4V e 0 b K -S 36 I /J I /k 1 e ,37 a a ,r a.r - -A p � � a www.historicalinfo.com Map Type: Fire Insurance Publisher: Sanborn - Perris Map Co. 1� I I � WON wtrua 1 � o n, 9 � B 7 a+ 6 50 q 5 ' i r 3 O R m 4V e 0 b K -S 36 I /J I /k 1 e ,37 a a ,r a.r - -A p � � a www.historicalinfo.com Map Type: Fire Insurance Publisher: Sanborn - Perris Map Co. 1895 95 Digital Images Created U •7 at Historical Information Gatherers, Inc. L) Map Date: December 1895 Monticello, MN Revised Date: Republished: Sheet Number: 1 HIG Project No- 132537 ©2012 iilstmlcal Information Gatherers, Inc. H I S T O R I C A L INFO R M AT ION GATHERERS,IN C. /e1 »a►U1 K's =3 Photographic Reference Log City of Monticello Former Fred's Auto Repair Photographic Reference Log 349 E Broadway St, Monticello, Minnesota. Photograph 1. Deep sensing magnetic locator used to identify potential tank "signatures" as part of the site evaluation. Photograph 2. Tank locating boring towards the Post Office (east side of lot). No tank was encountered. Photograph 3. A view of an ongoing tank locating boring near what appeared to be the outline of a former pump island. No tanks were encountered. Photograph 4. A view towards the corner of the lot area for the former Fred's Auto Repair. One tank locating boring was placed in this area and did not encounter a tank. Photograph 5. A view of the eastern portion of the lot associated with the former Fred's Auto Repair (Post Office is shown in the background). MINUTES REGULAR MEETING — MONTICELLO CITY COUNCIL Monday, May 13, 2013 -- 7 p.m. Mississippi Room, Monticello Community Center Present: Clint Herbst, Lloyd Hilgart, Tom Perrault, Glen Posusta, Brian Stumpf Absent: None 1. Call to Order and Pledge of Allegiance Mayor Herbst called the meeting to order at 7:01 p.m. and declared a quorum present. The Pledge of Allegiance was recited. 2A. Approval of Minutes — April 22, 2013 Special Joint CC /EDA Meeting GLEN POSUSTA MOVED TO ACCEPT THE APRIL 22, 2013 SPECIAL MEETING MINUTES AS PRESENTED. BRIAN STUMPF SECONDED THE MOTION. MOTION CARRIED 5 -0. 2B. Approval of Minutes — April 22, 2013 Regular Meeting LLOYD HILGART MOVED TO ACCEPT THE APRIL 22, 2013 REGULAR MEETING MINUTES WITH A CORRECTION. TOM PERRAULT SECONDED THE MOTION. MOTION CARRIED 5 -0. 3. Consideration of adding items to the agenda • Step Increases (Brian Stumpf) 4. Citizen comments, public service announcements, and updates a. Citizen Comments: 1) Barb Lindenfelser and Joyce Wipper fiom Monticello Liquors appealed to Council to have the amount of their liquor violation fine reduced. They failed a compliance check in April and would like to see the amount for first time violations reduced. Clint Herbst asked about other compliance check violations, and Cathy Shuman reported Rancho Grande had also failed a recent compliance check. GLEN POSUSTA MOVED TO DIRECT STAFF TO PROVIDE RECOMMENDATIONS ON FEE LEVELS FOR ALCOHOL COMPLIANCE CHECK VIOLATIONS AT THE NEXT COUNCIL MEETING. BRIAN STUMPF SECONDED THE MOTION. MOTION CARRIED 5 -0. City Council Minutes — May 13, 2013 Page 1 b. Public Service Announcements: 1) Farmer's Market opening (5/16) — Kitty Baltos reported that the Farmer's Market opens this Thursday from 3:30 to 7 p.m. and runs every week in the Library's overflow parking lot. There is a good complement of vendors and they have three more booths available. 2) Cheat River Trails and Trailhead ground- breaking (5120) — Angela Schumann reported that invitations have been sent out for the ground- breaking next Monday at 10 a.m. The public is welcome and can park at Montissippi Park near the entrance. 2) Mowing/Code Enforcement — Angela Schumann reported that the Building Safety Department has produced a brochure to use for distribution with code enforcement situations. C. Updates: 1) Digital signage — Kitty Baltos provided an update on the digital signage that has been installed in the Monticello Community Center, Liquor Store, and Dept of Motor Vehicles office. The company and software that they chose was familiar to FiberNet Monticello staff in place at that time and the process was coordinated with Bill Bruce from the Cable Commission. Staff is now trained in the software and all upgrades have been completed so the digital signage is now being used as it was intended. Tricia Menth has been assigned responsibility for managing the sign messaging and has been working closely with various departnents to create the messages that are displayed. Responses are starting to come in from staff that the public is seeing the messages and making comments on it. Kitty Baltos would welcome questions or comments on the signage. Glen Posusta commented that there are some items on Channel 12 that should be updated regarding FiberNet Monticello and Monticello Community Center. Clint Herbst suggested getting some updated videos about local activities. 2) Presentation by I -94 West Corridor Coalition — Bret Weiss introduced Jerry Zachman, Mayor of St Michael, and Wayne Elam, both representing the I -94 Coalition. Bret Weiss pointed out some of the history behind the I -94 Coalition and noted that in the last year the group has become more active again with a focus on bringing together affected public and private entities to promote widening I -94 from Rogers to St Cloud. Bret Weiss noted that there has been a lot of momentum at the state legislature in bringing this forward. Bret Weiss talked about the MNRoad project, which is in place until 2020, and mentioned that Mn/DOT District 3 does not feel that would be an impediment to moving the I -94 project ahead. City Council Minutes — May 13, 2013 Page 2 Wayne Elam, Commercial Realty Solutions, spoke briefly on behalf of the business community and asked the City Council to consider providing support to the I -94 Coalition. Monticello is a great community and a lot of that is due to our location along I -94. To continue supporting economic development in the community, it is important to support transportation efforts including I -94 expansion. Jerry Zachrnan spoke on behalf of the I- 94 Coalition and the efforts to keep the focus on expansion of I -94. He has been involved in the Coalition for the last six years and is really impressed with the progress made in the last year. At this time, the state is starting to look at 1 -94 west for future expansion and the Coalition is also getting a lot of support from federal representatives Bachmann, Franken, and Klobuchar. He would appreciate support from the City of Monticello and see them become partners in the Coalition. Brian Stumpf thanked Jerry Zachman for coming to speak, Brian Stumpf acknowledged that he has not been a strong supporter of the Coalition in the past, mainly because Rogers was not supportive. He feels that it might be time to take a closer look at this again. Bret Weiss commented that the cities in this area have been proactive in working on transportation issues and pointed out that Rogers is now involved in the Coalition and on board with the I -94 expansion, Jerry Zaclrman noted that St Cloud is also active with the Coalition now. Tom Perrault asked how the money would be spent. Jerry Zachman said they have a paid administrator of the Coalition; otherwise everyone else serves in a volunteer manner. The administrator has spent many hours involved at the state legislature making legislators aware of the traffic issues and helping promote the expansion of 1 -94, Bret Weiss feels there is a possibility of getting this project into a state bonding bill in the near future. None of the coalition funds have gone to lobbying at Washington; all efforts are focused locally at the state level where it is starting to pay off. Angela Schumann commented that the IEDC feels strongly that the City should join the Coalition. 5. Consent Agenda: A. Consideration of approving payment of bills for May 13th, Recommendation: Approve bill and purebase registers for a. total amount of $736,354.17. B. Consideration of approving new hires and departures for City departments. Recommendation: Ratify new hires and terminations for MCC, Streets, Parks, and Water. C. Consideration of adopting Resolution #2013 -035 accepting contributions to the Monticello Fire Department from Monticello Lions Club (Riverfest) and Xcel Energy. Recommendation: Adopt Resolution #2013 -035 accepting donations to City Council Minutes -- May 13, 2013 Page 3 the Fire Department in the amounts of $250 from the Monticello Lions C1ub7Riverfest and $2000 worth of equipment from Xcel Energy. D. Consideration of approving annual liquor license renewals for 2013 -2014, contingent upon payment of fees and completion of required forms. Recommendation: Approve the following liquor license renewals for July 1, 2013 to June 30, 2014, contingent upon applicants providing the necessary forms and payment. Liquor - On -Sale (Fee $3, 750,E 1. Applebee's.Neighborhood Grill & Bar (Apple Minnesota LLC) 2. Beef O'Bradys (TMC & JTaylor Corp) 3. Buffalo Wild Wings Grill & Bar (Blazin Wings Inc) 4. Capitan Pancho Villa (IC Enterprises LLC) 5. Chatters Restaurant & Bar (West River Restaurants Inc) 6 Cornerstone Cafe & Catering Company 7. Hawk's Sports Bar & Grill 8. Monticello Country Club Inc 9. Monticello Liquors, Inc 10. Rancho Grande Mexican Restaurant Inc, #2 11. River City Extreme (River City Lanes Acquisition Group, Inc) 12. The Station Bar & Grill (TDDC LLC) Liquor — On -Sale, Sunday„ flee $200) 1. Applebee's Neighborhood Grill & Bar (Apple Minnesota LLC) 2. Beef O'Bradys (TMC &.J Taylor Corp) 3. Buffalo Wild Wings Grill & Bar (Blazin Wings Inc) 4, CapitanPancho Villa (I C Enterprises LLQ S. Chatters Restaurant & Bar (West River Restaurants Inc) 6. Cornerstone Cafe & Catering Company 7. Hawk's Sports Bar & Grill 8. Monticello Country Club Inc 9. Monticello Liquors, Inc 10. Rancho Grande Mexican Restaurant Inc. #2 11. River City Extreme (River City Lanes Acquisition Group, Inc) 12. The Station Bar & Grill (TDDC LLC) 13. American Legion Club #260 14. VFW #8731 (Club Dorchester) 15. Bluestone Grille (Pauly Companies, Inc) Liquor - Club (fee -set by statute based on membership) 1. American Legion #260 - $500 2. VFW #8731 (Club Dorchester) - $500 Liquor - WinelStrong Beer Combination (S1, 200) 1. Bluestone Grille (Pauly Companies, Inc) City Council Minutes — May 13, 2013 Page 4 3.2% Beer - On -Sale (fee $275) 1. Bluestone Grille (Pauly Companies, Inc) 2. China Buffet (Lin, Chuan) 3. City of Monticello /Monticello Community Center (Concessions at Ballfields) 3.2% Beer - Off-Sale (fee $100) 1. Cub Foods (Monticello 1998 LLC) 2. Kwik Trip Inc ( #345) 3. Super America #4479 (Northern Tier Retail LLC) 4. Target Corporation (Store T -2180) 5. Wal -Mart Stores Inc (Supercenter #3624) E. Consideration of approving an application for a temporary on -sale liquor license for Hi Way Liquors for Riverfest on July 13, 2013. Recommendation: Approve application for a temporary on -sale liquor license for Hi Way Liquors on July 13, 2013 in their parking lot. F. Consideration of approving a financial contribution to the I -94 Coalition. THIS ITEM WAS REMOVED FROM THE CONSENT AGENDA. G. Consideration of adopting Resolution #2013 -036 approving assessment and waiver of hearing agreements with RV Center and Genung property owners for Elan Street paving. Recommendation: Adopt Resolution #2013 -036 approving assessment and waiver of irregularity and appeal agreements with RV Center owners, Bruce and Denise Medlock and Michael and Patricia Galante, (PID 155 - 500- 104200) and Timothy and Joyce Genung (PID 155 -500- 104100) for Elm Street paving improvements. H. Consideration of adopting Resolution #2013 -037 restricting parking along both sides of West 7t]' Street between Elm Street and Minnesota Street. THIS ITEM WAS REMOVED FROM THE CONSENT AGENDA. I. Consideration of adopting Resolution #2013 -038 approving amendments to the designated Municipal State Aid Street System. Recommendation: Adopt Resolution #2013 -038 approving amendments to Monticello streets for the designated Municipal State Aid System as listed below. 1. That part of 7`� Street from Golf Course Road (CSAH 39) to Elm Street shall be removed from the City of Monticello MSAS, 2. That part of Dundas Road from Edmonson Avenue to Fallon Avenue shall be removed from the City of Monticello MSAS. City Council Minutes — May 13, 2013 Page 5 3. That part of 4"' Street from Cedar Street to Washington Street shall be removed from the City of Monticello MSAS. 4. That part of Palm Street from 4`r' Street to Broadway Street (CSAH 75) shall be removed from the City of Monticello MSAS. 5. That an extension of Chelsea Road from I H 25 to Fdmonson Avenue shall be added to the City of Monticello MSAS. 6. That an extension of Chelsea Road from Fallon Avenue to Fenning Avenue (CSAH 18) shall be added to the City of Monticello MSAS. 7. That Walnut Street from 71r' Street to Broadway Street (CSAH 75) shall be added to the City of Monticello MSAS. 8. That Highland Way from 7`r' Street to Broadway Street (CSAH 75) shall be added to the City of Monticello MSAS. J. Consideration of approving equipment specifications and authorizing purchase of a mowing tractor based on state contract pricing. THIS ITEM WAS REMOVED FROM THE CONSENT AGENDA. K. Consideration of adopting Resolution #2013 -039 approving easement agreement with IRET Properties. Recommendation: Adopt Resolution 92013 -039 approving easement agreement with IRET Properties for the West 7"' Street Extension project. BRIAN STUMPF MOVED TO APPROVE THE CONSENT AGENDA WITH THE REMOVAL OF ITEMS F, H, AND J. TOM PERRAULT SECONDED THE MOTION. MOTION CARRIED 5 -0. 6. Consideration of items removed from the consent agenda for discussion 5F. Consideration of approving a financial contribution to the I -94 Coalition Tom Perrault pulled this item because he wanted to know where the funding would come from for the 1 -94 Coalition. Jeff O'Neill stated that this could come out of the engineering budget. Tom Perrault commented that he is more on board with this now after hearing from the speakers and knowing all the entities that are involved. TOM PERRAULT MOVED TO APPROVE A CONTRIBUTION OF .50 PER CAPITA OR $6,379.50 TO THE I -94 COALITION TO BE USED FOR THE PURPOSE OF RAISING AWARENESS OF THE NEED FOR THE DEVELOPMENT OF EXPANSION LANES TO 1 -94 AND FOR SOLICITING STATE AND FEDERAL FUNDS NECESSARY FOR LANE EXPANSION. GLEN POSUSTA SECONDED THE MOTION. MOTION CARRIED 5 -0. City Council Minutes — May 13, 2013 Page 6 5H. Consideration of adopting Resolution #2013 -037 restricting parking along both sides of West 7�* Street between Elm Street and Minnesota Street Glen Posusta does not like the idea of restricting parking on both sides of the road. He feels there should be parking on one side of the road at least until development occurs. He doesn't think this road is any different than the section of 70' Street on the east side. Clint Herbst asked Shibani Bisson if this needs to be restricted for state aid reasons. Shibani said it would not be a requirement. Clint Herbst feels that parking should be allowed on at least one side and possibly a bike lane on the other. GLEN POSUSTA MOVED TO ADOPT RESOLUTION #2013 -037 PROHIBITING PARKING ON THE SOUTH SIDE AND ALLOWING PARKING ON THE NORTH SIDE OF WEST 7TH STREET BETWEEN ELM STREET AND MINNESOTA STREET WHEN CONSTRUCTED. BRIAN STUMPF SECONDED THE MOTION. MOTION CARRIED 5-0, 5J. Consideration of approving equipment specifications and authorizing purchase of a mowing tractor based on state contract pricing Torn Perrault pulled this item for a question in regard to the horsepower requirement. Clint Herbst expressed his disappointment that the TSAC committee did not actually meet with all persons present and differences were not worked out in the TSAC group. He would prefer that this item be tabled until the TSAC can meet and discuss this together. Brian Stumpf explained that he had followed up after the meeting and talked to Glen Posusta again. Glen Posusta commented that he does not agree with purchasing such a large tractor and does not feel that 4 -wheel drive or the attachments are necessary as proposed. He would encourage them to consider purchasing a smaller tractor for the uses they have specified. Lloyd Hilgart asked Tom Moores to explain why he is proposing this particular tractor. Torn. Moores explained that they are responsible for about 100 ponds plus ditches and other rough -cut areas that the Streets Department maintains. Tom Moores talked about the various attachments and the all -wheel drive options and the advantages for the work that needs to be done. Tom Moores also responded to Tom Perrault's question about the horsepower noting that this would handle side and rear mounted flails. Brian Stumpf commented that the City can purchase a new tractor on the state bid pricing for the price of a used tractor and noted the lack of used tractors. Clint Herbst asked why all the used ones were from out of state. Tom Moores explained that there are no tractors of this type available within the state at this time. Tom Perrault asked about the cost to maintain the equipment they have now. Tom Moores explained that almost every time they use the tractor mower, they have to do maintenance on it which costs them in terms of manpower and time. Some of the parts cannot be replaced anymore. City Council Minutes — May 13, 2013 Page 7 7. Wayne Oberg mentioned that this is one of the items that was incorporated into the capital equipment bond issue and was identified with a price of $92,000.00. If Council elects not to make this purchase, they would need to identify by resolution an alternate piece of equipment. Glen Posusta pointed out that he does not object to purchasing a tractor; however, he does not think this large of a tractor is needed and feels they should consider a smaller model. Lloyd Hilgart verified that only one tractor is being traded in. Lloyd Hilgart asked about the comparable size between the current equipment and what is proposed. Tom Moores explained that the current tractor mower is about 60 HP and the new tractor proposed is 105 HP. This would provide the capability of doing heavy duty mowing more efficiently and meets a variety of their needs. Lloyd Hilgart commented that he is comfortable with the recommendation made by Public Works as they should know what their needs are for the equipment they are proposing. Jeff O'Neill noted that there has been a lot of growth in the city and likely includes some additional areas and changes to areas that need to be maintained. Tom Moores pointed out that one area that has not been maintained on a regular basis and which will need to be done is stone water pond maintenance. CLINT HERBST MOVED TO SEND THIS ITEM BACK TO THE TIME SENSITIVE ACQUISITION COMMITTEE FOR FURTHER DISCUSSION AND COME BACK WITH A FIRM RECOMMENDATION FOR THE PURCHASE OF A TRACTOR MOWER. TOM PERRAULT SECONDED THE MOTION. MOTION CARRIED 3 -2 WITH BRIAN STUMPF AND LLOYD HILGART VOTING IN OPPOSITION. Brian Stumpf stated that he doesn't understand why this needs to go back to committee because public works staff researched this and is making a recommendation for the equipment to best suit their needs, — Consideration of adoptinp- Resolution #2013 -040 a and drainay-e and utility easements across said property. Applicant: City of Monticello Shibani Bisson explained that this item is requesting a vacation of a portion of unused Minnesota Street as part of the West 7t" Street project. Shibani Bisson explained how this property ties into the proposed Great River Addition plat and would provide a contiguous piece of property for future development. The City will retain drainage and utility easements across the vacated street portion. A Developer's Agreement with RiverWood Bank would include language that the developer shall enter into an encroachment agreement, if requesting parking over the easement. If private utilities exist within the easement area, the property owner would be responsible for work with the private utility companies. Mayor Herbst opened the public hearing. As there were no comments, the Mayor closed the public hearing. City Council Minutes — May 13, 2013 Page 8 S. GLEN POSUSTA MOVED FOR ALTERNATIVE #1 TO ADOPT RESOLUTION #2013 -040 APPROVING VACATION OF A PORTION OF MINNESOTA STREET LYING SOUTH OF 7 T STREET AND RETAINING DRAINAGE AND UTILITY EASEMENTS ACROSS SAID PROPERTY, SUBJECT TO CONTINGENCIES OUTLINED IN THE RESOLUTION AND LISTED BELOW. LLOYD HILGART SECONDED THE MOTION. MOTION CARRIED 5 -0. • The vacated land shall be subject to uses outlined in the Monticello Zoning Ordinance, Section 3.3(A) — Building within Public Easements Prohibited, • Ifprivate utilities exist within the easement area to be vacated, it would be the property owner's responsibility to work with the private utilities to relocate their utilities, if necessary. City Project No. 12CO02 Shibani Bisson introduced this item with an explanation of some of the details of the agreement including: • The City and RiverWood Bank will share the cost of plat preparation. • The City will retain a drainage and utility casement over the area to be vacated. RiverWood Bank or future developer will enter into an encroachment agreement, in compliance with City Ordinance, if parking or drive aisles are requested to be constructed over the easement. The encroachment agreement will stipulate that the property owner will be responsible for restoring the property (pavement, curb, etc.) in the event the City needs to repair or replace the utilities, which includes an FNM fiber optic line. • The City will trade their excess property south of the proposed West 7°i Street extension to the bank in exchange for additional drainage and utility easement needed for the proposed storinwater ponding north of West 71h Street. • RiverWood Bank will provide the necessary right of way for the extension of West 7th Street and provide an easement for the trail along the north side of West 7`h Street. • RiverWood Bank will maintain (i.e. mowing) the boulevard and sloped area between the roadway and the pond. • The City will allow street and utility assessments for the extension of W 7tt' Street and the paving of Elm Street to be deferred for 10 years with no interest. The assessment would commence upon the end of the deferral period or at time of development (platting of lots and blocks), whichever occurs first. The assessment for the West 7t' Street improvements totals a not -to- exceed amount of $850,430 and will be based on actual costs. The assessment for paving Elm Street totals $22,000. • Upon expiration of the deferral period, the assessment will be levied over 10 years at an interest rate of 2% above the prime rate at the time. City Council Minutes — May 13, 2013 Page 9 The agreement will run with the land and the City will allow RiverWood Bank to transfer development agreement terms to a potential buyer. Trunk fee amounts associated with development of the property are identified in the agreement with a capped amount, per RiverWood Bank's request. The alternate ponding fee will not apply to the property since RiverWood Bank is providing the land for the ponding. Shibani Bisson noted that RiverWood Bank has reviewed and agrees with the Assessment and Developer's Agreement as proposed. Trunk fees are incorporated into the Developer's Agreement as well as grading requirements. Shibani Bisson noted that the preliminary and final plat will be part of the agreement and will be brought to Council for approval at the next meeting. Following that, staff will be looking at going out for bids and should be able to complete the project by late fall. Clint Herbst questioned whether the work could be done within the construction period this year. Glen Posusta suggested they may want to consider waiting to pave the road until spring. Shibani Bisson said they should be able to complete the first lift, but they could see how the schedule works out. GLEN POSUSTA MOVED FOR ALTERNATIVE #1 TO ADOPT RESOLUTION #2013 -041 APPROVING THE ASSESSMENT AND DEVELOPMENT AGREEMENT WITH RIVERWOOD BANK FOR THE WEST 7TH STREET EXTENSION, CITY PROJECT NO. 12C002. LLOYD HILGART SECONDED THE MOTION. MOTION C.ARRIF,I) 5 -0. Tom Perrault pointed out some corrections to the Developer's Agreement, which Shibani Bisson indicated will be fixed before the final copy is signed and recorded. 9. Consideration of authorizing preparation of a contract for services with WSB and Associates outlining terns and conditions associated with the Market Matching concept Jeff O'Neill explained that WSB has provided presentations to Council and to the EDA on their Market Matching concept for providing economic development services to the City. City staff is working to put together a contract on a 1 -year trial basis. Jeff O'Neill suggested that the cost for this could be split between the EDA and the City, and Council could determine the ratio for the split. Jeff O'Neill emphasized that city staff is still committed to working with local businesses and focusing on business retention and expansion, The proposal with WSB would focus on new business development. Clint Herbst commented that these would be services that are not done by city staff. Brian Stumpf also noted that WSB would provide data collection and reporting that can be used by city staff. Brian Stumpf explained that the EDA is in favor of the proposal in general although there was some discussion of how certain aspects would be handled. Lloyd Hilgart stated he wants the contract to include timelines and checkpoints along with some updates to Council and the EDA. City Council Minutes - May 13, 2013 Page 10 BRIAN STUMPF MOVED FOR ALTERNATIVE #1 TO AUTHORIZE PREPARATION OF A CONTRACT WITH WSB & ASSOCIATES OUTLINING TERMS AND CONDITIONS ASSOCIATED WITH PROVIDING THEIR MARKET MATCHING CONCEPT FOR ECONOMIC DEVELOPMENT SERVICES AT AN ANNUAL COST OF $48,000, WITH 50150 SHARE SPLIT BETWEEN THE CITY OF MONTICELLO AND THE MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY. LLOYD HILGART SECONDED THE MOTION. MOTION CARRIED 5 -0. 10. Added items Step Increases — Brian Stumpf commented on the notes from the Personnel Committee regarding how step increases are being handled. He would like to see this information coming to full Council for approval or denial. Clint Herbst asked Brian to consider the impact of bringing this to the full Council and noted that the Personnel Committee does have five people that consider the recommendations and come to a consensus. Clint Herbst feels that they put a lot of hard work and discussion into the proces§ and does not think it would be suitable for an open meeting. Brian Stumpf noted that the guidelines of the Personnel Committee state that step increases and COLA come to full Council for approval and he was concerned about this being done. Glen Posusta stated that personnel matters are difficult to bring to a regular meeting and may have to be done in a closed meeting if brought to full council. Jeff O'Neill talked briefly about how step increases are weighed and the consideration that goes into a decision. Wayne Oberg stated that he feels the discussion is appropriate for the Personnel Committee rather than bringing them to a regular Council meeting. Brian Stumpf asked if it would be possible to speed up the time in getting the minutes from personnel committee meetings to Council. • Recycling Day -- Brian Stumpf stated that he would like to see Metro Appliance Recycling move the recycling day to a different day other than the fishing opener. It appears to affect the turnout for recycling. Bob Paschke noted that they are moving the date back a week for 2014. He also noted that the turnout was better this year with about three times the amount brought for recycling. Bob Paschke mentioned that Jason Warchime inquired on the possibility for the city to provide more advertising next year. City Council Minutes — May 13, 2013 Page 11 11. Adiournment GLEN POSUSTA MOVED TO ADJOURN THE MEETING AT 8:51 P.M. TOM PERRAULT SECONDED THE MOTION. MOTION CARRIED 5 -0. Recorder: Catherine M. Shuman Approved: March 28, 2013 Attest: Citf AmWinistrator City Council Minutes — May 13, 2013 Page 12 City Council Agenda: 05/28/13 5J. Consideration of authorizing Hoglund Transportation to utilize Block 34 garkine lot and sidewalks for providing river trips under the city's Transient Merchant code (JO) A. REFERENCE AND BACKGROUND: City Council is asked to consider granting Hoglund Transportation permission to utilize the Walnut Street parking lot and sidewalks on Block 34 for the purpose of operating a river shuttle service. After reviewing local ordinances and standards, it appears that this activity could qualify as a "sidewalk sale" which would means the activity would be exempted from the transient merchant permitting process. However, sidewalk sales by a vendor who is not the property owner or adjacent property owner, though exempted from the permitting process, must be first authorized by the City Council. The approval would extend for one year and could include conditions of operation, if desired. History As you know, for years the community has been trying to fmd ways to better utilize the Mississippi River as an amenity to enjoy, as well as find ways to utilize this asset for economic development in the downtown area. Increasing use of the Mississippi River as an asset was one of the four key goals identified in the Business Retention Study conducted in 2011 and identified in the Embrace Downtown plan. The program proposed by Hoglund Transportation has evolved rapidly and has included input and collaboration with Wright County, City staff, ReSTORE Monticello leadership group, Mayor Herbst, and the Chamber of Commerce. It should be noted that the program should be construed as a work in progress, with adjustments likely as the program evolves. Last year, some progress was made in promoting greater use of the river through programmed river trips via the Monticello Community Center where advanced registration was required. Although this was a good start, it became evident that to more fully utilize the river as an asset and to generate more uses and associated benefits, we needed to fmd a way to enable people to more easily access the river on their schedule. After discussing ideas with Clearwater Outfitters, it became evident that the organization, though beautifully equipped to conduct organized events, does not currently have the staff, vehicles and licensing needed to operate a consumer impulse -driven river shuttle service. On the other hand, Kari and Joe Kounkel, as operators of a successful transportation company and having personal knowledge and interest in canoeing and kayaking, found the idea of developing and operating a shuttle service to be quite compelling and are presenting a plan accordingly for implementation this summer. How it would work The Kounkels plan on buying the needed canoes and kayaks and would utilize existing vehicles in their inventory for transporting the recreational equipment. Hoglund Transportation is exploring whether they will be able to utilize existing employees in operation of the service. This business venture could enable them to employ drivers that City Council Agenda: 05/28/13 are normally laid off or have reduced hours during the summer months. As an alternate, Hoglund Transportation would be able to add additional part-time employees. An outfitted bus would be identified as the central point for consumer contact, which would be situated in a municipal parking lot, most likely the Walnut Street lot at Block 34, which is the lot across from West Bridge Park. Customers that wish to utilize the shuttle service would meet the bus and pay for the service at this location, then be shuttled to a drop off point. It is expected that the major drop off point will be Montissippi Park, but other points for accessing the river could be used as well. Please note that Wright County Park Administrator Marc Mattice fully supports the use of the landing at Montissippi Park for this purpose as described. He explained that Montissippi Park has a public access that is available for both general public and commercial use as proposed. It should be noted that the actual commercial transaction component could not occur within Montissippi Park itself. Users of the service would have the option of floating to pick -up points that could include Ellison Park, West Bridge Park, or "Lilypond" Otsego Park in Otsego which is actually a Wright County park. The shuttle service would then bring participants back to the starting point in downtown Monticello. The schedule for the service has not been determined, but it is likely that the last canoe would not be launched after 4:00 PM. Additionally, it is anticipated that the service will be offered during the week and weekends. Hoglund has indicated that they are willing to modify their schedule based on demand. It is also proposed that the operator be allowed to place kayaks at West Bridge or East Bridge Park for temporary storage and to highlight the availability of river recreation in Monticello. The precise location and number of craft is to be reviewed and approved by the Parks Department. Finally, as noted, this program will be a work in progress. If it becomes so popular that Block 34 is too small to accommodate the operation and the adjacent existing business uses, then it could be moved to another parking lot. It would be a good problem to have if we find that the operation outgrows parking lot capacity in the downtown area. Also, it is hoped that greater use of the public access at Ellison Park will not impact the enjoyment of the park by others in a negative way. It should be noted that staff will be monitoring the traffic for unforeseen problems that could arise from greater activity. Al. Budget Impact: No direct cost to the City is foreseen at this point in time as the proposal calls for using existing parking and park facilities. This project can be viewed as an economic development initiative that is likely to not only result in a positive impact for a local, long- standing Monticello business, but also for the downtown area businesses who will be establishing partnerships with this venture. A2. Staff Workload Impact: The activity, if it becomes very popular, could result in some impacts on city parks in terms of additional maintenance and upkeep. This would, for the most part, be a good problem to have as it would be evidence of City Council Agenda: 05/28/13 success in promoting greater use of the Mississippi River as an amenity and asset supporting economic development. B. ALTERNATIVE ACTIONS: 1. Motion to authorize Hoglund Transportation to utilize the sidewalks and Walnut Street municipal parking lot of Block 34 under the city's Transient Merchant ordinance, specifically to conduct a "sidewalk sale" for provision of river trips. a. Approval subject to modification depending on actual impact on the area in terms of parking and demand and activity. The goal being to allow and support use of the parking lot for river shuttle service, without negatively impacting parking needed for businesses in the area. b. Contact with local businesses required for the purpose of learning about current parking patterns for guiding the operation of the shuttle service use of the parking lot and thus minimizing impact. 2. Motion to deny authorization for Hoglund Transportation to use the sidewalks and municipal parking lot of Block 34 to provide river trips. 3. Motion to table for further study. Council could select this option if a more refined plan is desired prior to approval. C. STAFF RECOMMENDATION: City staff recommends Alternative 91. D. SUPPORTING DATA: Kari and Joe Kounkel of Hoglund Transportation will be present to describe the program in more detail and to answer any questions of the Council. www.PaddlePedalofMonti.com The new entity will offer canoes, kayaks, tubes, stand -up paddle boards (lake use only), and bikes - along with all the usual safety equipment (lifejackets, helmets, and paddles) and some extras (waterproof lunch box and bike baskets) for rent. The eventual goal would be to offer winter recreation items as well (cross country skis and snowshoes). Paddlers will register in advance, and will have the option of purchasing a lunch box that will be waiting for them when they are done with their adventure. Some might take it with them for a mid - journey picnic. Snacks and drinks will be available in the bus /office. A variety of other business promotions will be available too, for whatever businesses choose to provide something to draw business to them. Upon arrival, paddlers will complete a waiver, undergo orientation, and then be shuttled to the start of their adventure. There should be, at first, two options. The first will be a shorter journey and the second longer. We have only just started researching the various possible paths. The journey ends where the vehicles are parked or at a second location where they will be able to rent a bike to ride back to their vehicles. The mobile office will meet them there, which saves having to worry about different exit points. We will also offer guided trips for newbies. We'd like to start with a run a few days before the official initial run, and will need to find people interested in participating in the inaugural run. The best part? This company will donate ten percent of the net revenue to an as -yet undetermined non - profit organization that preserves natural resources, with a future goal of donating ten percent of the gross revenue. Other Points of Interest • We have been managing businesses - together - in Monticello for our adult lives. • We will train all of our staff to the professional driver standard and include requirements for physicals, background checks, license checks, and controlled substance testing. • We will offer high quality equipment. • We will support local business every chance we have to do so, and have already started working with Broadway Bike and Cornerstone Cafe, and both Don and Sue are excited about this endeavor. • We are interested in activities and business that provides a community service and is interesting to our youth. Our experience specifically relates to the following: • School Transportation • Taxi Service that will soon be offering free rides to church for seniors (June 1, 2013) • Mission Trips for Teens to the BWCA • We love the outdoors during a Minnesota summer. • We want everyone to know what a great community Monticello is! Not only did we grow up here, but we chose to raise our family here too. There's a Ways to Go! • We need more information about the paths themselves and what's coming for them. We've started researching the Monticello and Wright County websites. • We're curious about opportunities for camping and other outdoor activities that might be attractive. • We have not yet formulated a marketing strategy and want to know how interested other parties are in helping with that piece. • We'd really like to see a big event take place in this community Memorial Day Weekend, 2014 - something like the upcoming Minnesota Challenge which is a 5K with a Scavenger Hunt. We have a team taking part on June 23 to see if it might be something fun for Monticello. Current Business Address: 118 Oakwood Dr E, PO Box 70, Monticello. Current Business Phone: 763.295.5110 and FAX: 763.295.0055. Angela Schumann From: Tammy Omdal <tomdal @northlandsecurities.com> Sent: Friday, May 31, 2013 4:36 PM To: Wayne Oberg; Angela Schumann Subject: FW: The Big Winner This Legislative Session: Jobs Hi Wayne and Angela, not sure if you receive this directly, but i wanted to forward on to you. Have a nice weekend. Tammy From: DEED Communications [ma i Ito: MNDEED @public.govdelivery.com] Sent: Friday, May 31, 2013 3:20 PM To: Tammy Omdal Subject: The Big Winner This Legislative Session: Jobs 111W a S_ The Department of Employment and Economic Development is thrilled that the Minnesota Legislature approved (and Gov. Mark Dayton signed) more than $95 million in economic development funding along with tax incentives that will help businesses expand and create jobs. The funding was an investment in the economy and in Minnesota's future. It will make the state more competitive while creating thousands of jobs and attracting millions of dollars in private investments. Budget highlights include: • $30 million for the Minnesota investment Fund, which awards grants and loans to companies that expand and create jobs. • $24 million for the Minnesota Job Creation Fund, will pay up to $1 million to businesses that meet certain job creation and investment criteria. $1.5 million for the Global Competitiveness Initiative, including funding for opening three foreign trade offices. • $20 million for the Transportation Economic Development Program, a collaborate effort with MnDOT that funds highway infrastructure improvements that encourage economic development. • $8.39 million for the Minnesota Job Skills Partnership to develop customized training for companies that want to upgrade the skills of their workers. • $6 million for the Redevelopment Grant Program, which helps communities put blighted industrial, residential and commercial sites back into productive use. • $3.94 million for the Contamination Cleanupond Investigation Grant Pr r m, which contributes to the cost of cleaning up contaminated sites. Tax incentives will encourage the growth of some of Minnesota's most recognized institutions and companies. The Legislature approved tax incentives for: • Baxter International to expand in Brooklyn Park, creating about 200 jobs that will pay an average of $75,000 a year and will utilize an otherwise empty facility. Emerson Process Management to expand into the former ADC Telecommunications facility in Shakopee, creating about 250 jobs. 3M to build a $150 million research and development building in Maplewood. • Mayo Clinic to make its flagship campus in Rochester into a "Destination Medical Center," creating 30,000 jobs and attracting up to $5 billion in private investments. • Mall of America to expand in future phases of the mall that are expected to attract $1.5 billion in private investments. • Greater Minnesota business expansion program: $7 million that will provide tax incentives to qualified businesses expanding in greater Minnesota. +POSI UVEI_Y Questions? 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