3.1.B ERMU MINUTES 05-11-2010ELK RIVER MUNICIPAL UTILITIES
REGULAR MEETING OF THE
UTILITIES COMMISSION
HELD AT UTILITIES CONFERENCE ROOM
April 13, 2010
Members Present: John Dietz, President; Jerry Gumphrey, Vice Chair;
Daryl Thompson, Trustee
ERMU Staff Present: Troy Adams, Director of Operations;
Theresa Slominski, Finance Director/Office Manager;
Mark Fuchs, Line Superintendent;
David Berg, Water Superintendent;
Wade Lovelette, Technical Services Superintendent;
Judy McSpadden, Recording Clerk; Richard Wagner, Peter Nielsen
City Staff Present: Lori Johnson, City Administrator; Tim Simon, Finance Director
Others Present: Mark Mathison, Attorney from Gray Plant Mooty Law Firm;
Andrew Berg, Auditor for Abdo, Eick & Meyers
1.1 Call meeting to order April 13.2010
John Dietz called the April 13, 2010 meeting to order at 4:00 p.m.
2.1 Consider Utilities Agenda
Troy Adams requested 4.0 be added to the agenda titled Resolution for Refunding. John Dietz
added two items to discuss under Other Business.
Daryl Thompson moved to approve the April 13, 2010 amended Utilities Agenda. Jerry
Gumphrey seconded the motion. Motion carried 3-0.
3.1 Consider Consent Agenda
John Dietz had questions on the check register and financials, staff responded.
Jerry Gumphrey moved to approve the Consent Agenda as follows:
a. March Check Register
b. March 9, 2010 Minutes
c. Financial Reports
Darly Thompson seconded the motion. Motion carried 3-0.
4.0 Resolution for Re -funding
ERMU, in conjunction with the City of Elk River, refinanced a building bond at a lower rate
saving ERMU approximately $97,000. Theresa Slominski informed commissioners that after
discussion with Ehlers & Associates it was determined a resolution was necessary. The resolution
was reviewed.
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Regular meeting of the Elk River Municipal Utilities Commission
April 13, 2010
Daryl Thompson moved to approve the Resolution for Re -funding. Jerry Gumphrey
seconded the motion. Motion carried 3-0. Resolution attached.
4.1 Review and Consider Water Tower Antenna Lease Agreement
David Berg and Peter Beck have reviewed the lease agreement and consideration bid sent by
Sprint, certain areas have been marked where they could improve upon. Mark Mathison asked
Commission for direction on preference in order to proceed with the wording and request on the water
tower antenna lease agreement. Discussion followed regarding whether the leasing company's
equipment should be placed inside of the tower or if ERMU should require them to construct their
own building outside. David Berg voiced his concern on the upkeep of the outer buildings in the
future. Jerry Gumphrey commented if an outside building was required, he would prefer ERMU to
approve the plans prior to construction. John Dietz questioned if ERMU should construct the building
and then charge the company. Daryl Thompson said her would prefer the equipment stay inside the
tower. David Berg said Sprint has asked for a key. Daryl Thompson asked if Sherburne County had a
key, David Berg responded no. John Dietz said he would prefer the equipment be inside of the towers
but would not want that to deter Sprint from signing the agreement. Staff and attorney will continue
with the revision of the agreement and bring back to the commission for approval.
4.2 Review and Consider Customer Deposit Policv
At the March 9, 2010, ERMU Commission meeting, a revised Customer Deposit Policy was
approved. In conjunction with the revised policy, staff has been working on a commercial customer
application/receipt. Troy Adams informed commission that the form was not ready for the meeting
however would be soon. The new form will be brought to the commission for final approval at the
May ERMU Commission meeting. Troy Adams said there are a few new commercial customers this
would apply to and is asking for authority to use the form in the interim.
Jerry Gumphrey moved to give Troy Adams the authority to use the commercial customer
application/receipt that will be provided to the commission at next month's meeting. Daryl
Thompson seconded the motion. Motion carried 3-0.
5.1 Review and Receive 2009 Financial Audit
Andrew Berg of Abdo, Eick & Meyers presented the 2009 audit and answered questions. John
Dietz said due to the City of Elk River's new bond rating he would like staff to check on refinancing a
bond that is at a higher rate.
Jerry Gumphrey moved to approve and accept the 2009 Financial Audit. Daryl Thompson
seconded the motion. Motion carried 3-0.
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Regular meeting of the Elk River Municipal Utilities Commission
April 13, 2010
John Dietz wanted to say thank you to Theresa Slominski and Lorne Franz on doing a good job on
f nmeials and in preparing for the audit. The more information prepared for the auditors saves time
and money for the Utilities.
5.2 Review and Consider Reserves Policy
At the March 9, 2010, ERMU Commission meeting, the Investment Committee provided an
update on the need for a reserves policy. Staff was directed to draft a reserves policy and bring back
to the Commission for review. Staff has utilized the resources of MMUA, Ehlers and Associates, and
Abdo, Eick & Meyers to compile and compare reserve policies and reserve target criteria from other
Minnesota municipal utilities.
Troy Adams reviewed the reserve criteria. A six month operating revenue less the depreciation along
with the annual P & I for next year is the recommended reserve policy. Tim Simon discussed the
recommended reserve policy for the electric and water funds. John Dietz talked about the importance
of having a policy and that it should be reviewed yearly. Consensus was for Troy Adams, Theresa
Slominski, and Tim Simon to draft a formal reserve policy for adoption at the May ERMU
Commission meeting.
5.3 Review and Consider Credit Card Payment Options
For several years now it has been a goal to have credit cards as an option for customers to pay
their bills. ERMU customers were surveyed back in 2006 and 71 % of the respondents wanted this
service. The offering of credit cards comes at a cost for processing the payment, but so do the rental
of the drop boxes, and the staff for in house processing of payments. Depending on how you collect
the credit card payment, the cost varies from 2% to 4% of the transaction total. After researching
numerous credit card vendors, Paymentus is the credit card company that ERMU would like the
commission to consider working with for providing credit card payments to customers. They offer a
combination of services such as phone payments, web payment (through a link from our website), and
face to face. Additionally they allow you to set the processing cost at your comfort level by utilizing
the convenience fee at 100% or down to 0% to be passed on to the customer. The 0% would result in
a 2.75% transaction fee to ERMU. Discussion followed regarding transaction fees. Daryl Thompson
and Jerry Gumphrey preferred the customer pay the convenience fee. John Dietz said a time frame
should be established to revisit the convenience fees.
Daryl Thompson moved to proceed with the Paymentus credit card company, have customers
pay the convenience fee, and re-evaluate in May 2011. Jerry Gumphrey seconded the motion.
Motion carried 3-0.
5.4 Review and Consider Wholesale Power Supply Options
At the March 9, 2010, ERMU Commission meeting, the commission gave authorization for
Troy Adams to further explore whole sale power supply options. Troy Adams talked about the recent
power supply coalition meeting he attended which was organized by CMMPA. At this meeting there
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Regular meeting of the Elk River Municipal Utilities Commission
April 13, 2010
were representatives from CMMPA, two other municipal utilities, another public power joint action
agency representing approximately 15 municipal utilities, and a representative for three small investor
owned utilities (IOU). At the time of this meeting, there was no commitment from any of the groups
to participate, but rather gather information to take back to their governing bodies.
Troy Adams discussed the offering of the proposed power supply coalition. The process for
participation in this coalition in Phase I is a rate study performed by R.W. Beck. ERMU currently has
the one year associate membership with CMMPA that was part of the process of exploring the BSII
project. This agreement runs through May 26th of this year. This could be terminated with fixture fees
going to the power coalition program. John Dietz said he thought it would be a good idea to do a rate
study with R.W. Beck but to get a contract with phases so ERMU could back out at any time.
Jerry Gumphrey moved to terminate associate membership with CMMPA on April 26, 2010.
Daryl Thompson seconded the motion. Motion carried 3-0.
Jerry Gumphrey moved to authorize Troy Adams to proceed with phase 1 of the power supply
coalition, not to exceed $20,000. Daryl Thompson seconded the motion. Motion carried 3-0.
6.1 Staff Updates
Troy Adams handed out a recent newspaper article regarding secondary faults. The article talks
about the secondary electric service and who is responsible when it fails. Troy wanted to make sure it
was understood that ERMU repairs secondary faults and considers it part of the maintenance cost of
providing electricity to customers. There was discussion regarding the water and wastewater rate
forgiveness for the flushing of filters at the wastewater treatment plant and the backwashing for the
water towers. Troy Adams also updated the Commissioners on the Connexus board meeting he
recently attended.
John Dietz asked Theresa Slominski about the dental insurance rate increase. Theresa
Slominski responded that a meeting has been set up for Wednesday, April 14d` for her and Troy
Adams to meet with the insurance agent and an update will be given at next month's meeting.
Theresa Slominski wanted to give commissioners a heads up regarding the shut -offs that will be
occurring on April 20d' and 215c
Troy Adams said UHG will be conducting an emergency training on April 23`d and will be
shutting down power and running their engines. Lori Johnson said staff has been notified. Jerry
Gumphrey asked if the homeowners in the area have been notified. Troy Adams will work with Lori
Johnson and UHG to notify them.
Jerry Gumphrey said he has received a lot of complaints on the envelopes. Theresa Slominski
said they are working on improving the glue on the envelope.
David Berg brought up the need for a policy or ordinance regarding new private wells.
Discussion followed. Lori Johnson stated Peter Beck has spent considerable time looking into this.
Jerry Gumphrey moved to ask the City to look into a policy to prevent any new private wells
inside City limits. Daryl Thompson seconded the motion. Motion carried 3-0.
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Regular meeting of the Elk River Municipal Utilities Commission
April 13, 2010
John Dietz asked David Berg about his comment in his memo regarding the first joint project
with the City flushing hydrants. David Berg responded that water staff was able to aid the City in
plowing over the winter, now the City will aid in the flushing of hydrants.
Mark Fuchs wanted the Commissioners to know that he appreciated Phil Hals help on procuring
the state bid for the recently purchased trailer.
Daryl Thompson commented that he likes to see the City of Elk River and ERMU working
together. John Dietz and Jerry Gumphrey agreed.
John Dietz distributed an article regarding a City implementing a community lighting fee and
another on wind power. A brief discussion followed.
6.2 Set Date for Next Meetin¢
The next regularly scheduled meeting of the Elk River Municipal Utilities Commission will be
Tuesday, May 11, 2010, at 4:00 p.m.
6.3 Adjourn Regular Meeting
Daryl Thompson moved to adjourn the regular meeting of the Elk River Municipal
Utilities Commission meeting at 5:50 p.m. Jerry Gumphrey seconded the motion. Motion
carried 3-0.
Minutes prepared by Judy McSpadden.
John Dietz
President, ERMU Commission
Tina Allard
City Clerk
Extract of Minutes of a Meeting of the
Board of Commissioners of the Utilities Commission
of the City of Elk River, Minnesota, Sherburne County, Minnesota
Pursuant to due call and notice thereof, a regular meeting of the Board of Commissioners of
the Utilities Conunission of the City of Elk River, Minnesota, was duly held in the City Hall in the
City of Elk River, on April 13, 2010, commencing on or after 4:00 P.M.
The following Commissioners were present:
and the following were absent: he
Commissioner introduced the following resolution and moved its
adoption:
RESOLUTION NO. �,D IO' 1
RESOLUTION ACKNOWLEDGING AND CONSENTING TO
THE REFINANCING BY THE CITY OF ELK RIVER, MINNESOTA
OF CERTAIN OUTSTANDING BONDS
OF THE ECONOMIC DEVELOPMENT AUTHORITY
OF THE CITY OF ELK RIVER, MINNESOTA
BE IT RESOLVED by the Board of Commissioners (the "Board") of the Elk River Utilities
Commission (the "Commission") as follows:
Section 1. Background: Findings.
1.01. The Economic Development Authority of the City of Elk River, Minnesota (the
"EDA") previously issued its Public Safety Building Lease Revenue Bonds, Series
2002A (City of Elk River, Minnesota Lease Obligation), dated September 1, 2002
366923v2JSB EL185-I1
(the "Series'2002A Bonds"), pursuant to a Mortgage and Security Agreement and
Trust Indenture, dated September 1, 2002, between the EDA and U.S. Bank
National Association, as trustee (the "Trustee") (the "2002A Indenture") and a
resolution adopted by the EDA on August 12, 2002 (the "Series 2002A Bond
Resolution"). The proceeds of the Series 2002A Bonds were used for construction
and furnishing of a certain public safety facility (the "Safety Facility"). The City
currently leases the Safety Facility pursuant to - a Lease Agreement, dated
September 1, 2002 (the "Lease Agreement"), between the EDA, as lessor, and the
City, as lessee. The City has determined to terminate the Lease Agreement and
purchase the Safety Facility from the EDA by refunding the Series 2002A Bonds,
which are currently outstanding in the principal amount of $5,840,000.
1.02 The EDA also previously issued its City Hall Expansion Revenue
Bonds, Series 2002B (City of Elk River Lease Purchase Obligation), dated
September 1, 2002 (the "Series 2002B Bonds'), pursuant to a Trust Indenture,
dated November 1, 1991, as supplemented by a Supplement to Trust Indenture
dated December 1, 1997, and further supplemented by a Supplement to Trust
Indenture dated September 1, 2002, between the EDA and U.S. Bank National
Association (formerly First Trust National Association), as trustee (the "Trustee)
(collectively the "2002B Indenture") and a resolution adopted by the EDA on August
12, 2002 (the "Series 2002B Bond Resolution'). The proceeds of the Series 2002B
Bonds were used for the expansion of the City Hall, including related furnishings,
equipment and site improvements (the "City Hall Facility"). The City currently
leases the City Facility pursuant to a Lease Purchase Agreement, dated November
1, 1991, as supplemented by a Supplement to Lease Purchase Agreement dated
December 1, 1997, as further supplemented by a Supplement to Lease Purchase
Agreement dated September 1, 2002 (collectively the "Lease Purchase Agreement"),
between the EDA, as lessor, and the City, as lessee. The City subleases a portion of
the City Hall Facility to the Commission. The City has determined to terminate the
Lease Purchase Agreement and purchase the City Hall Facility from the EDA by
refunding the Series 2002B Bonds, which are currently outstanding in the principal
amount of $1,270,000.
1.03 Pursuant to a resolution adopted by the City Council of the City on March 15,
2010, the City has determined to issue its General Obligation Capital Improvement Plan Bonds,
Series 2010A (the "Bonds') in the aggregate principal amount of $7,370,000, and use a portion
of the proceeds of such bonds to finance the acquisition of the Safety Facility and the City Hall
Facility and refund the outstanding Series 2002A Bonds and Series 2002B Bonds issued by the
EDA.
Section 2. Acknowledgement and Consent. The Commission hereby acknowledges and
consents to the acquisition of the Safety Facility and the City Hall Facility and the refunding of
the outstanding Series 2002A Bonds and Series 2002B Bonds by the City. The Commission will
continue to leases a portion of the City Hall Facility from the City.
36692M JSB EL195-I I
The motion for the adoption of the foregoing resolution was duly seconded by Member
—mmWa—q-, , and upon vote being taken thereon, the following voted in favor thereof:
and the following voted against:
whereupon said resolution was declared duly passed and adopted.
366923v2 JSB ELI 85-11
STATE OF MINNESOTA
)
COUNTY OF SHERBURNE
) SS.
CITY OF ELK RIVER
)
I, the undersigned, being the duly qualified and acting Secretary of the Elk River Utilities
Commission, do hcrcby certify that I have carefully compared the attached and foregoing extract of
minutes of a regular meeting of the Board of Commissioners held on April 13, 2010, with the
original thereof on file in my office and the same is a full, true and complete transcript therefrom
insofar as the same relates to the acknowledging and consenting to the acquisition and refinancing
by the City of the Safety Facility and the City Hall Facility.
WITNESS my hand as Secretary and this , day of April, 2010.
Secretary
Utilities Commission of the
City of Elk River, Minnesota
366923v2 JSB E1,185-11