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7.1. SR 02-20-2007 City of Elk River REQUEST FOR COUNCIL ACTION Agenda Section Meeting Date Administration Tuesda , Februa 20, 2007 Item Description Pro osal b Great River Ener lant Item Number 7.1. Prepared by Lori ohnson, Administrator Reviewed by Lori ohnson, Administrator Introduction Great River Energy (GRE) is proposing to construct a peaking plant at its current site in Elk River. GRE is requesting that Sherburne County and the City of Elk River support a legislative property tax exemption for the plant. The support for the exemption is contingent upon the city entering into an agreement that provides a benefit to the city for hosting the plant. Those include a payment in lieu of taxes, conveyance of property for the waste water treatment plant expansion and an arrangement with Elk River Municipal Utilities (ERMU) where GRE passes savings to ERMU to help reduce electric rates. Discussion Great River Energy (GRE) approached the city in mid-December with its proposal to construct a peaking plant. GRE indicated that they were on a very tight timeline; therefore, they wanted Council approval as soon as possible. We have met with GRE and Brian Bensen, Sherburne County Administrator and other county representatives several times and have a proposal for Council and County Board consideration. You may recall that GRE made a similar proposal several years ago, but decided to construct elsewhere due in part to concerns related to the personal property exemption. Sherburne County staff has reviewed GRE's current proposal and believes the county is now in a position to support GRE's request. Elk River and Sherburne County have been working together in negotiating similar but separate agreements with GRE. The city has additional conditions in the agreement because the plant will be located in the city. The Sherburne County Board will be taking action on this item at its first meeting in March. As you know, there has been recent legislation regarding property tax exemptions for personal property. The majority of the peaking plant value is in personal property, not in real property. GRE is requesting that both the city and the county support legislative action to exempt the personal property at the peaking plant from taxation, but the plant would still pay property tax on the real property value of the plant. In exchange for supporting the property tax exemption on the personal property, the city would receive payments in lieu of taxes totaling $375,000 for five years. Sherburne County would receive $350,000 for the first five years. In addition, the agreement states that GRE will transfer enough land to the City of Elk River to facilitate expansion of the waste water treatment plant. We are still working on the layout of the plant and the land that would be conveyed; however, we are confident that we can come to an agreement with GRE to convey that property in a timeframe that meets the requirements of the treatment plant expansion. In order to facilitate that transaction, GRE is requesting that a piece of property it owns on the north side of its site be re-zoned as industrial so that it can move the storage that is currendy taking place on the s: \ Council\Lori \2007\ G RE peaking plant.doc property that would be used for the treatment plant expansion on the property to the north. They are prepared to berm and screen the site as needed. Further, we have requested that GRE work with ERMU to provide a mechanism where a rate reduction is realized by ERMU that is similar to the transfer made to equity owners in GRE. This is a complex arrangement which is still being negotiated. Bryan Adams, general manager of ERMU, has been involved in these discussions and continues to work direcdy with GRE to come to an agreement on this issue. Finally, the agreement also requires that GRE meet all city permits and other approvals as required by the city. Representatives of GRE will be at the meeting to give a brief presentation on the plant and their proposal. Financial Impact · Payment in lieu of taxes - $375,000 for five years . City's share of property tax on real property estimated to be approximately $70,000 per year for the life of the plant . Property tax on personal property would be exempted throughout the life of the project Attachments . Resolution approving the construction of a 150-200 MW simple-cycle peaking plant fueled primarily by natural gas with fuel-oil back-up . Agreement between GRE and the City of Elk River . Letter from Joe Jubert, manager of Generation Project Development for GRE · Site maps for waste water treatment plant expansion . E-mail from Joe Jubert regarding GRE position regarding transfer of land for WWTP expansion · Draft map of option for WWTP expansion and GRE land Action Reauested Council is asked to consider the attached resolution supporting the legislative property tax exemption for GRE's peaking plant. Council Action Motion by _ Second by _ Vote Follow Up S:\Council\Lori\2007\GRE peaking plant.doc RESOLUTION 07- A RESOLUTION OF THE CITY OF ELK RIVER A RESOLUTION APPROVING THE CONSTRUCTION OF A 150-200 MW SIMPLE-CYCLE PEAKING PLANT FUELED PRIMARILY BY NATURAL GAS WITH FUEL-OIL BACK-UP WHEREAS, WHEREAS, WHEREAS, WHEREAS, WHEREAS, WHEREAS, WHEREAS, WHEREAS, WHEREAS, Great River Energy (GRE) plans to construct a 150-200 MW simple- cycle peaking plant fueled primarily by natural gas with fuel-oil back-up (the "Project"); and GRE has identified a site in the City of Elk River (the "City") where GRE has an existing 230 kV substation and a RDF-fired generating plant as a leading site for the proposed Project due to the proximity of high voltage transmission lines, natural gas pipelines, and compatible land uses; and prior to construction, the Project will need to be issued a Certificate of Need and Site Permit from the Minnesota Public Utilities Commission, and an Air Permit from the Minnesota Pollution Control Agency; and the Project will provide wholesale electricity to benefit primarily GRE's 28 member electric cooperatives, including Connexus Energy, which provides electricity to Elk River Municipal Utilities; and the Project will provide significant jobs during construction; and the Project is expected to pay real estate taxes; and in order for GRE to proceed with the development of the Project in Elk River, the annual taxation of the Project will need to be comparable with other existing or proposed peak electric generation facilities within the state; and under current law, the Project would have to pay approximately $1.06 million in its first year due to property taxes on electrical generation equipment, in addition to approximately $310,000 in real estate taxes and personal property taxes on natural gas and transmission line upgrades; and the Legislature has granted personal property tax exemptions to more than two dozen proposed power plants in Minnesota since 1994 and, as a result, personal property exemptions are critical to be competitive with other existing and proposed plants that have received an exemption in Minnesota; and WHEREAS, GRE is willing to enter into a host agreement with the City that will provide an in-lieu payment to the City for a period of time in return for the City's support for a personal property tax exemption on the electrical generation equipment. NOW THEREFORE BE IT RESOLVED, the City of Elk River, acting by and through its City Council, RESOLVES: 1. That if an appropriate host agreement is entered into between GRE and the City, then the economic benefits to the City from the construction of a 150-200 MW electric generation facility using primarily natural gas operating in a simple-cycle mode operated in Elk River at the site of GRE's existing RDF-fired generating plant and 230 kV substation will outweigh any potential impacts on the City; and 2. That the City supports an amendment to the Minnesota property tax statutes exempting the Project's electric generation equipment from personal property taxes, taxing only its real property and the personal property of the transmission and natural gas interconnections, provided that an appropriate host agreement is agreed on and entered into. Such an amendment would result in taxation similar to other previously exempted electric generation projects in Minnesota. Passed and adopted by the Elk River City Council this 20th day of February, 2007. Stephanie Klinzing, Mayor ATTEST: Tina Allard, City Clerk S:\Resolutions\2007 Resolutions\Unapproved\GRE Peaking Plant construction,DOC AGREEMENT This Agreement is entered into this day of , 2007, by and between Great River Energy, a Minnesota cooperative corporation, with its principal office at 17845 East Highway 10, Elk River, Minnesota 55330 (the Cooperative), and the City of Elk River, a political subdivision with its principal office at 13065 Orono Parkway NW, Elk River, Minnesota, 55330 (the City). WITNESSETH WHEREAS, the Cooperative wishes to develop and operate a 150-200 megawatt simple- cycle electric generation facility fueled primarily with natural gas with fuel-oil back-up (the Project) and a site under serious consideration is adjacent to GRE's existing 230 kV substation and RDF fired generating plant located in the City of Elk River in Sherburne County (the Property); and WHEREAS, the Cooperative has represented to the City that: A. The Project will provide significant electric reliability benefits to the City and the surrounding region. The project is environmentally benign as it will utilize natural gas as its primary fuel and it will operate for peaking or emergency power; and B. Prior to construction the Project will need to be granted a Certificate of Need and a Site Permit from the Minnesota Public Utilities Commission, and an Air Permit from the Minnesota Pollution Control Agency; and C. For the Project to be economically viable in the City, the Cooperative must have the Minnesota Legislature enact legislation (the Legislation) that would exempt electric generation equipment to be installed at the Property from taxation as personal property; and D. Even with the exemption contained in the Legislation, the Cooperative has projected that the Project if constructed and operated, would generate taxes of approximately $310,000 annually attributable to the Project's real property and transmission and gas pipeline interconnections; and E. In order to maximize the probability of having the Legislation enacted, the Cooperative has requested and received a resolution of support for the Project from the City because without the resolution, the Legislature may not enact the Legislation; and F. Despite City support for the Project and Legislation, GRE may elect not to construct the Plant at the Property. WHEREAS, the City is willing to honor the Cooperative's request and provide support for the Legislation as set forth in this Agreement in consideration of the promises of the Company set forth herein. NOW, THEREFORE, in consideration of the foregoing premises and for the good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed as follow: 1. Recitals. The foregoing recitals are true and correct and hereby made a part of this Agreement. 2. Responsibility for Legjslation. The Cooperative will be responsible for all of its own costs, expenses, and activities related to obtaining the Legislation from the Minnesota Legislature. Except as set forth in Section 3 below, the City will not have any responsibility for preparing, lobbying for, or otherwise pursuing the Legislation. 3. City Commitment. The City agrees that it will provide confIrmation of its support for the Project, to the legislators representing constituents residing in the City and any other legislators inquiring of the City. If Legislation is enacted, the City agrees to support the Cooperative in defending against any attempt to repeal the Legislation. 4. In-lieu Payments. The Cooperative shall make a $375,000 annual in-lieu payment to the City for the fIrst fIve years of plant operation. The fIrst annual in-lieu payment shall be due one year from the date the Project is approved for commercial operation. The remaining four payments shall be paid on or before the same date in subsequent years, provided the Cooperative continues to receive the benefIts of the personal property tax exemption. 5. Other payments. The Cooperative shall make an annual in-lieu payment to the City of $_ per megawatt-hour generated by the Project for _ years of plant operation. The calculation shall be based on the actual generation produced in the previous calendar year and such payment shall be made at the same time as the payment described in Item #4 above. 6. Other Considerations. The City needs to obtain not less than 1.4 acres of Cooperative property located adjacent to the City's wastewater treatment facility. The Cooperative agrees to provide not less than 1.4 acres of land to facilitate future expansion of the wastewater treatment facility, the precise size and length of the land to be agreed on by the parties. The land to be provided will be conveyed to the City within one year of the City's notice to Cooperative on its need for the land. The City shall not give this notice within four years of the date of this Agreement, unless within those four years the City determines that it will be necessary to expand wastewater treatment facility the within fIve years to meet the City's needs and there is no feasible or prudent alternative to expand on the Cooperative land. 7. Public Infrastructure Upgrades. GRE will be responsible for paying direcrly for all infrastructure required for the construction and operation of the Project including water, wastewater, and roads. 8. Provision Relating to Payment and Reimbursement. All amounts required to be paid hereunder shall be paid, without deduction or offset, prior notice or demand, in lawful money of the United States of America at the address set forth in the opening paragraph of this Agreement or to any other address as designated by the City in writing. 9. Condition Precedent. The obligations of the Cooperative under this Agreement are expressly conditioned upon passage of the Legislation by the Minnesota Legislature and the Legislation remaining in full force and effect and the Project being constructed and commercially operable at the Property. 10. Representing of Parties. Each of the parties hereto represents to the other party that the execution, delivery, and performance by each party has been duly authorized by all necessary action and constitutes the legal, valid, and binding obligation of each party enforceable against such party in accordance with its terms. 11. Acknowledgements by Cooperative. The Cooperative acknowledges and agrees that other than supporting the Project in all respects: (a) no promises or commitments of any type or kind have been made by the City with respect to providing fmancial assistance to the Project whether by loan, grant, bond issuance, or otherwise; (b) the Cooperative will need to obtain all permits and approvals for the Project required by applicable law, including all City approvals and permits, and all environmental approvals and permits, and that no promises have been made by the City with respect to waiving or modifying any applicable permitting requirements; (c) no promises or commitment have been made by the City with respect to the assessed valuation of the Property or the Project or any of the facilities ancillary thereto; and (d) no promises or commitments have been made by the City with respect to purchasing electricity from the Project or constructing, recruiting, or supporting any other electrical generation facilities within the City . 12. Jurisdiction. In the event of any litigation between the parties hereto with respect to the subject matter of this Agreement (whether or not expressly covered by this Agreement) each of the parties agrees to the exclusive jurisdiction of the matter in the state courts located in the City and waives any arguments that such forum is not convenient. 13. Integration. This Agreement constitutes the entire agreement among the parties with respect to the subject matter hereof and supersedes all other agreements and understandings, both written and oral, between the parties with respect to the subject matter hereof, and may be executed simultaneously in several counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. No amendment or termination of this Agreement shall be effective unless the same shall be done in writing signed by all parties hereto. 14. Assignment. This agreement shall be binding upon each of the parties hereto and their respective permitted successors and assigns. The Cooperative may not assign its rights or delegate its duties hereunder without the express written consent of the City, which consent shall not be unreasonably withheld, except that the Cooperative may assign its rights or delegate its duties to an affiliate, an affiliate of one of its partners or to the purchasers of all or substantially all of its assets without the consent of the City; provided, however, that any such assignment shall not relieve the Cooperative of any liability hereunder unless the City expressly agrees to such release, in writing, upon written request of the Cooperative which release shall not be unreasonable withheld, and provided, further, that the assignee shall assume, in writing, in form acceptable to the City, all obligations of the Cooperative hereunder. 15. Severability. The invalidity or unenforceability of anyone or more phrases, sentences, clauses, or sections of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date ftrst above written. GREAT RIVER ENERGY By: Its: CITY OF ELK RIVER By: Its: Page 1 of 1 Johnson, Lori From: Jubert, Joe GRE/ER [JJUBERT@GREnergy.com] Sent: Wednesday, February 14, 20073:38 PM To: Johnson, Lori Cc: Finley, Mike GRE/ER; Lancaster, Rick GRE/ER; Herda, Vince GRE/ER Subject: GRE position regarding transfer of land for WWTP expansion Lori- Based on our meeting today, and as a part of the host agreement relating to the City's support for an exemption of the personal property tax on the generating equipment, GRE agrees in principal with concept of providing the City some land for its wastewater treatment plant expansion. GRE's issues of importance are as follows: . The layout of the wastewater treatment expansion is optimized to keep the amount of GRE land needed to a minimum and to not interfere with GRE's ability to access and maintain its facilities. Of the two options presented thus far, Option 1 is preferred and results in the transfer of approximately 1.4 acres. . GRE can continue to utilize the agreed upon land for its purposes until the City is ready to move ahead with the expansion, which is not expected to be until approximately 2012 . GRE needs at least a one year notice ahead of the City's need for the land . GRE's 5 acre parcel to the north needs to be re-zoned as industrial and we need the ability to utilize the area for outside storage with the understanding that GRE will provide adequate fencing and screening . GRE needs the ability to utilize the 5 acre parcel to the north during construction of the Elk River peaker for temporary storage of construction materials. This will require us to fill and level a part of the parcel . If the City provides their support for the exemption, but the exemption is not granted, or if, for other reasons, GRE does not proceed with the project prior to the City needing the land, transfer of the land will require payment at an agreed upon commercial value I look forward to continuing working on this project with you. Best regards, Joseph Jubert Great River Energy 763-241-2264 2/16/2007 GREAT RIVER ENE R G ye 17845 East Highway 10 . P.O. Box 800 . Elk River, Minnesota 55330-0800 · 763-441-3121 · Fax 763-241-2366 February 1, 2007 Ms. Lori Johnson Administrator City of Elk River 13065 Orono Parkway Elk River, MN 55330 ,::;:: ':) '1......[; C j.~ <., Dear Lori: Re: Proposed Elk River Peaking Facility Draft Host Agreement and Resolution of Support Based on our conversations over the last several weeks, I have drafted the attached documents f()ryour review. The form of these documents is very similar to what was used for our Itasca County peaking project which is now completing construction. With regard to the host agreement, I have attempted to capture the understanding we reached with you during our January 22 meeting. Also, I understand that discussions have occurred between Terry Maurer, the city's engineer, and GRE's Mike Rnley regarding the land for the wastewater treatment expansion. I am hopeful that those discussions can continue with the end result satisfying the city's need to expand its wastewater treatment facility and GRE's need to support its growing system. With regard to the request voiced by Bryan Adams at our January 26 meeting, we are proposing an additional form of in-lieu payment to the dty based on the actual generation from the peaking facility. We wOl,Jld be happy to discuss this in more detail with you or Bryan. I look forward to working with you and the City Council on the attached items. GRE plans to attend the February 20 council meeting to present information on the project and answer any questions. Please call me at 763-241-2264 to discuss further preparations for that meeting. Sincerely, Manager, Genet'1ation Project Development c: Bryan Adams, Terry Maurer A Touchstone Energl Cooperative ~t-)t( - I I i I (j] 5 a: ClIO)- ~:E~U ..IOWCC Wa:Z"t .......W.... lDZa: . CCOWZ lDj:>i ~;- a.-a: :) j~ I il ;" .5 I .~~__w_ -..__w_~\ -~._"'06-w__..\ \ =jii~:~ ': I- Zz COD. ..I_~ D.I- a=~! WW=-u. ~:EaO a=I-U:c ~icCCI- ..IWCI=- Wa=ZO u.1-Cl:U) Oa=.J1 WW"'l"" >I-..IZ !:CIDO U~C- WIDI;: 1-00 U)a= CD. .~ "S Eg ii~:: ~.. ~~ ~ ~ ~.......;;.~U ~a~~i:"l 2S~i ~~~!! ~~ &l!i! u5Uf ~~ MISSISSIPPI RIVER ---------- --- ~ ~ fAS' IIOUNO U.$. HOlWAY '10 -- WES' 8OUNO HIGHWAY 10 II ....... o IE ~l I CI I I . --~- -- ~Cl "D::t~ 0,,'" 6~~ ~~ " '" '" ... ~ ~ " Ii' ~L If . -~ ~ -~~ o ~~ ;J~ ~ o C. 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