HomeMy WebLinkAbout2.f. Electric Franchise AgreementCITY OF ROSEMOUNT
EXECUTIVE SUMMARY FOR DISCUSSION
COMMITTEE OF THE WHOLE
DATE:
NOVEMBER 15, 2000
AGENDA ITEM: ELECTRIC FRANCHISE AGREEMENT
AGENDA NO. 3.F.
PREPARED BY: THOMAS D. BURT, CITY ADMINISTRATOR
ATTACHMENTS: DRAFT FRANCHISE AGREEMENT
Over the past months Jim Strommen, Attorney with Kennedy & Graven, and I have been meeting with Xcel
(NSP) to negotiate an electric franchise agreement. The City's current agreement with Xcel expired a number of
years ago and we have waited to negotiate a new agreement until the right -of -way issues were resolved and for
the Suburban Rate Authority to develop model franchise language.
We now have a good draft for Council review. But, the biggest issue that staff needs direction on is instituting
an electrical franchise. fee. A franchise fee can become a big issue in communities; however, it needs to be
discussed as a viable revenue source to reconstruction projects, burying power lines, and decorative street lights.
As an example the Phase H portion of the downtown streetscape improvements will require the City to fund
approximately $2.5 million. There are three ways to pay for the project: 1) assess the cost which would cost the
average taxpayer $43 annually, 2) have Xcel charge a surcharge which would cost the average home owner
$4.50 a month on their electric and also raise their taxes $28; 3) collect a franchise fee which would cost the
average home owner $.80 cents a month ($9.60 per year) and shift 85% of the cost on large industrial electric
users.
Staff is prepare to discuss the 3 options at the meeting and would like direction to assist us in the negotiations of
the electrical franchise agreement.
MMENDED ACTION NOTES:
ELECTRIC ORDINANCE
ORDINANCE NO.
CITY OF ROSEMOUNT, DAKOTA COUNTY, MINNESOTA
AN ORDINANCE GRANTING TO NORTHERN STATES POWER COMPANY, A
MINNESOTA CORPORATION AND SUBSIDIARY OF XCEL ENERGY, A
CORPORATION, ITS SUCCESSORS AND ASSIGNS, PERMISSION TO CONSTRUCT,
OPERATE, REPAIR AND MAINTAIN IN THE CITY OF ROSEMOUNT, MINNESOTA,
AN ELECTRIC DISTRIBUTION SYSTEM AND TRANSMISSION LINES, INCLUDING
NECESSARY POLES, LINES, FIXTURES AND APPURTENANCES, FOR THE
FURNISHING OF ELECTRIC ENERGY TO THE CITY, ITS INHABITANTS, AND
OTHERS, AND TO USE THE PUBLIC WAYS AND PUBLIC GROUNDS OF THE CITY
FOR SUCH PURPOSES.
THE CITY COUNCIL OF THE CITY OF ROSEMOUNT, DAKOTA COUNTY,
MINNESOTA, ORDAINS:
SECTION 1. DEFINITIONS.
For purposes of this Ordinance, the following capitalized terms listed in alphabetical
order shall have the following meanings:
City. The City of Rosemount, County of Dakota, State of Minnesota.
City Utility System. Facilities used for providing public utility service owned or
operated by City or agency thereof, including sewer, storm sewer, water service, street lighting
and traffic signals, but excluding facilities for providing heating, lighting, or other forms of
energy.
Commission. The Minnesota Public Utilities Commission, or any successor agency or
agencies, including an agency of the federal government, which preempts all or part of the
authority to regulate electric retail rates now vested in the Minnesota Public Utilities
Commission.
Company. Northern States Power Company, a subsidiary of Xcel Energy, Inc., a
corporation, its successors and assigns including all successors or assignees that own
or operate any part or parts of the Electric Facilities subject to this franchise.
Electric Facilities. Electric transmission and distribution towers, poles, lines, guys,
anchors, conduits, fixtures, and necessary appurtenances owned or operated by Company for the
purpose of providing electric energy for public use.
Non- Betterment Costs. Costs incurred by Company from relocation, removal or
rearrangement of Electric Facilities that do not result in an improvement to the Electric Facilities.
JMS -188 7o6vl 1
xs220 -s2
Notice. A writing served by any party or parties on any other parry or parties. Notice to
Company shall be mailed to the General Counsel, Law Department, 414 Nicollet Mall,
Minneapolis, MN 55401. Notice to the City shall be mailed to the City Manager, City of
Rosemount, 2875 145' Street West, Rosemount, MN 55068. Any party may change its
respective address for the purpose of this Ordinance by written notice to the other parties.
Public Way. Any street, alley or other public right -of -way within the City.
Public Ground. Land owned or otherwise controlled by the City for park, open space or
similar public purpose, which is held for use in common by the public.
SECTION 2. ADOPTION OF FRANCHISE.
2.1 Grant of Franchise. City hereby grants Company, for a period of 20 years from
the date this Ordinance is passed and approved by the City, the right to transmit and furnish
electric energy for light, heat and power for public and private use within and through the limits
of the City as its boundaries now exist or as they may be extended in the future. For these
purposes, Company may construct, operate, repair and maintain Electric Facilities in, on, over,
under and across the Public Ways and Public Grounds, subject to the provisions of this
Ordinance. Company may do all reasonable things necessary or customary to accomplish these
purposes, subject however, to such reasonable regulations as may be imposed by the City
pursuant to ordinance and to the further provisions of this franchise agreement.
2.2 Effective Date, Written Acceptance. This franchise shall be in force and effect
from and after the passage of this Ordinance and publication as required by law and its
acceptance by Company. If Company does not file a written acceptance with the City within 60
days after the date the City Council adopts this Ordinance, or otherwise places the City on notice
before that time, that the Company does not accept all terms of this franchise, the City Council
by resolution may revoke this Ordinance or seek its enforcement in a court of competent
jurisdiction.
2.3- Service, Rates and Area. The service to be provided and the rates to be charged
by Company for electric service in City are subject to the jurisdiction of the Commission. The
area within the City in which Company may provide electric service is subject to the provisions
of Minnesota Statutes, Section 21613.40.
2.4. Publication Expense. The expense of publication of this Ordinance shall be paid
by Company.
2.5- Dispute Resolution. If either party asserts that the other party is in default in the
performance of any obligation hereunder, the complaining party shall notify the other party of
the default and the desired remedy. The notification shall be written. Representatives of the
parties must promptly meet and attempt in good faith to negotiate a resolution of the dispute. If
the dispute is not resolved within 30 days of the date of written Notice, the parties may jointly
select a mediator to facilitate further discussion. The parties will equally share the fees and
JMS- 188706vi 2
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expenses of this mediator. If a mediator is not used or if the parties are unable to resolve the
dispute within 30 days after first meeting with the selected mediator, either party may commence
an action in District Court to interpret and enforce this franchise or for such other relief as may
be permitted by law or equity.
2.6- Continuation of Franchise. If the City and Company are unable to agree on the
terms of a new franchise by the time this franchise expires, this franchise will remain in effect
until a new franchise is agreed upon, or until 90 days after the City or Company serves written
Notice to the other party of its intention to allow the franchise to expire, but in no event shall this
franchise continue for more than one year after expiration of the 20 -year term set forth in Section
2.1.
SECTION 3. LOCATION. OTHER REGULATIONS.
3.1 Location of Facilities. Electric Facilities shall be located, constructed, and
maintained so as not to interfere with the safety and convenience of ordinary travel along and
over Public Ways and so as not to disrupt normal operation of any City Utility System previously
installed therein. Electric Facilities shall be located on Public Grounds as determined by the
City. Company's construction, reconstruction, operation, repair, maintenance, location and
relocation of Electric Facilities shall be subject to any permit requirements authorized in a
separate ordinance and other reasonable regulations of the City consistent with authority granted
the City to manage its Public Ways and Public Grounds under state law, to the extent not
inconsistent with a specific term of this franchise agreement
3.2 Street Openings. Company shall not open or disturb the surface of any Public
Way or Public Ground for any purpose without first having obtained a permit from the City, if
required by a separate ordinance for which the City may impose a reasonable fee. Permit
conditions imposed on Company shall not be more burdensome than those imposed on other
utilities for similar facilities or work. Company may, however, open and disturb the surface of
any Public Way or Public Ground without a permit if (i) an emergency exists requiring the
immediate repair of Electric Facilities and (ii) Company gives telephone, e-mail or similar notice
to the City before, if reasonably possible, commencement of the emergency repair. Within two
business days after commencing the repair, Company shall apply for any required permits and
pay any required fees.
3.3 Restoration. After undertaking any work requiring the opening of any Public
Way, Company shall restore the Public Way in accordance with Minnesota Rules, Part
7819.1100 and applicable City ordinances to the extent consistent with law. Company shall
restore the Public Ground to as good a condition as formerly existed, and shall maintain the
surface in good condition for six months thereafter, but shall have no obligation to water any
grass or other vegetation thereon. All work shall be completed as promptly as weather permits,
and if Company shall not promptly perform and complete the work, remove all dirt, rubbish,
equipment and material, and put the Public Ground in the said condition, the City shall have,
after demand to Company to cure and the passage of a reasonable period of time following the
demand, but not to exceed five days, the right to make the restoration of the Public Ground at the
expense of Company. Company shall pay to the City the cost of such work done for or
]MS- 188706v1
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performed by the City. This remedy shall be in addition to any other remedy available to the
City for noncompliance with this Section 3.3. The City hereby waives any requirement for
Company to post a construction performance bond, certificate of insurance, letter of credit or any
other form of security or assurance that may be required under a separate existing or future
ordinance of the City gpplicable to a person or entity obtaining the City's permission to install,
replace or maintain Facilities in a Public Way or the Public Ground.
3.4 Shared Use of Poles. Company shall make space available on its poles or towers
for City fire, water utility, police or other City facilities whenever such use will not interfere with
the use of such poles or towers by Company, by another electric utility, by a telephone utility, or
by any cable television company or other form of communication company. In addition, the City
shall pay for any added cost incurred by Company because of such use by City.
3.5 Avoid Damage to Electric Facilities. Nothing in this Ordinance relieves any
person, including Company, from liability arising out of the failure to exercise reasonable care to
avoid damaging Electric Facilities or other property or injuring persons while performing any
activity.
3.6 Notice of Improvements to Streets. The City must give Company reasonable
written Notice of plans for improvements to Public Ways where the City has reason to believe
that Electric Facilities may affect or be affected by the improvement. The notice must contain:
(i) the nature and character of the improvements, (ii) the Public Ways upon which the
improvements are to be made, (iii) the extent of the improvements, (iv) the time when the City
will start the work, and (v) if more than one Public Way is involved, the order in which the work
is to proceed. The notice must be given to Company a sufficient length of time, considering
seasonal working conditions, in advance of the actual commencement of the work to permit
Company to make any additions, alterations or repairs to its Electric Facilities Company deems
necessary.
3.7 Mapping Information. Company must promptly provide mapping information
for any of its underground Electric Facilities in accordance with Minnesota Rules Parts
7819.4000 and 7819.4100.
SECTION 4. RELOCATIONS.
4.1 Relocation in Public Ways. Company shall comply with the requirements of
any applicable ordinance of the City relating to relocation of Electric Facilities in Public Ways to
the extent consistent with law.
4.2 Relocation in Public Grounds. The City may require Company at Company's
expense to relocate or remove its Electric Facilities from Public Ground upon a finding by City
that the Electric Facilities have become or will become a substantial impairment to the existing
or proposed public use of the Public Ground.. Such relocation shall comply with applicable city
ordinances consistent with law.
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RS220 -82
4.3 Projects with Federal Funding. Relocation, removal, or rearrangement of any
Electric Facilities made necessary because of the extension into or through City of a federally -
aided highway project shall be governed by the provisions of Minnesota Statutes Section 161.46,
as supplemented or amended. It is understood that the right herein granted to Company is a
valuable right. City shall not order Company to remove or relocate its Electric Facilities when a
Public Way is vacated, improved or realigned because of a renewal or a redevelopment plan
which is financially subsidized in whole or in part by the Federal Government or any agency
thereof, unless the reasonable Non - Betterment Costs of such relocation and the loss and expense
resulting therefrom are paid to Company when available to the City, but the City need not pay
those portions for which reimbursement to it is not available.
4.4 No Waiver. The provisions of Section 4 apply only to Electric Facilities
constructed in reliance on a franchise from City and Company does not waive its rights under an
easement or prescriptive right or State or County permit.
SECTION 5. TREE TRIMMING.
Unless otherwise provided in any permit or other reasonable regulation required by the
City under separate ordinance, Company may trim all trees and shrubs in the Public Ways and
Public Grounds of City to the extent Company finds necessary to avoid interference with the
proper construction, operation, repair and maintenance of any Electric Facilities installed
hereunder, provided that Company shall save the City harmless from any liability arising
therefrom:
SECTION 6. INDEMNIFICATION.
6.1 Indemnity of City. Company shall indemnify and hold harmless the City from
ariy and all liability, on account of injury to persons or damage to property occasioned by the
construction, maintenance, repair, inspection, the issuance of permits, or the operation of the
Electric Facilities located in the Public Ways and Public Grounds. The City shall not be
indemnified for losses or claims occasioned through its own negligence except for losses or
claims arising out of or alleging the City's negligence as to the issuance of permits for, or
inspection of, Company's plans or work.
6.2 Defense of City. In the event a suit is brought against the City under
circumstances where this agreement to indemnify applies, Company at its sole cost and expense
shall defend the City in such suit if written notice thereof is promptly given to Company within a
period wherein Company is not prejudiced by lack of such notice.. If Company is required to
indemnify and defend, it will thereafter have control of such litigation, but Company may not
settle such litigation without the consent of the City, which consent shall not be unreasonably
withheld. This section is not, as to third parties, a waiver of any defense or immunity otherwise
available to the City, and Company, in defending any action on behalf of the City, shall be
entitled to assert in any action every defense or immunity that the City could assert in its own
behalf. This franchise agreement shall not be interpreted to constitute a waiver by the City of
any of its defenses of immunity or limitations on liability under Minnesota Statutes, Chapter 466.
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SECTION 7. VACATION OF PUBLIC WAYS.
The City shall give Company at least two weeks prior written notice of a proposed
vacation of a Public Way. Except where required solely for a City improvement project, the
vacation of any Public Way, after the installation of Electric Facilities, shall not operate to
deprive Company of its rights to operate and maintain such Electric Facilities, until the
reasonable cost of relocating the same and the loss and expense resulting from such relocation
are first paid to Company. In no case, however, shall the City be liable to Company for failure to
specifically preserve a right -of -way, under Minnesota Statutes, Section 160.29. In accordance
with Minnesota Rules, Part 7819.3200, if the City's order directing vacation of the Public Way
does not require relocation of the Company's Electric Facilities, the vacation proceedings shall
not be deemed to deprive Company of its right to continue to use the right -of -way of the former
Public Way for its Electric Facilities installed prior to such order of vacation.
SECTION 8. CHANGE IN FORM OF GOVERNMENT.
Any change in the form of government of the City shall not affect the validity of this
Ordinance. Any governmental unit succeeding the City shall, without the consent of Company,
succeed to all of the rights and obligations of the City provided in this Ordinance.
SECTION 9. FRANCHISE FEE.
9.1. Fee Ordinance. During the term of the franchise hereby granted, and in lieu of
any permit or other fees being imposed on Company, and subject to the caps set forth below, the
City may impose on the Company a franchise fee not to exceed the amounts indicated below
from each customer in the designated Company Customer Classification for service at each and
every customer location with in the corporate limits of the City:
Customer Classification Amount per Kilowatthour
Residential $0.00_
Small C &I and Municipal With No Demand Charge $0.00_
Small C &I and Municipal With Demand Charge $0.00_
Large C &I $0.00_
Public Street & Highway Lighting $0.00_
N_ otwithstanding the above kwh rates, the fee shall not exceed Two and One Half (2.5%) Percent
of Company's annual gloss revenues derived from operations within the City so long as
Company's customer based does not substantially change due to deregulation. If the above
schedule of fees exceeds the 2.5% cross revenue cap, the fee schedule shall be adjusted the
following calendar year to maintain the 2.5% annual cap. Further, notwithstanding the above
kwh rates no Company customer shall pay a fianchise fee greater than $ in a calendar
year. When said $ cap is reached by the customer(s), the Company shall refund any over -
collection from the customer and cease franchise fee collection from the customer until January 1
of the following year. The payment of a franchise fee as provided by this Section 9.1 does not
JMS- 188706v1 6
RS220 -82
relieve Company from paying fees to City unrelated to the installation ownership or operation of
Electric Facilities, such as building_ permit fees.
9.2. Separate Ordinance. The franchise fee shall be imposed by separate duly
adopted ordinance and shall not be adopted until at least thirty (30) days after written notice
enclosing such proposed ordinance has been served upon Company. The fee shall become
effective 30 days after the City gives notice to Company of the passage and publication of the
ordinance.
9.3. Condition of Fee. The separate ordinance imposing the fee shall not be effective
against the Company unless it lawfully imposes a fee of the same or substantially similar amount
on the sale of energy within the City by any other energy supplier, provided that, as _ to such
supplier, the City has the authority to require a franchise fee or similar fee by law and through
previously agreed upon franchises. (provision not applicable if fee for designated projects?)
9.4. Collection of Fee. The franchise fee shall be payable not less than quarterly
during complete billing months of the period for which payment is to be made. City may change
the franchise fee formula from time to time; however, the change shall meet the same notice
requirements and the fee may not be changed more often than annually. Such fee shall not
exceed any amount which the Company may legally charge to its customers prior to payment to
the City. Such fee is subject to subsequent reductions to account for uncollectibles and customer
refunds incurred by the Company. The Company agrees to make available for inspection by the
City at reasonable times all records necessary to audit the Company's determination of the
franchise fee payments.
9.5. Fee Reopener. The parties acknowledge that during the term of this franchise
the City may find it to be in its best interests to modify Section 9.1 in amount in design or in
some other manner due to changes in the regulatory structure or for the purpose of raising
revenue as allowed by law. If the City intends to modify Section 9.1. it shall notify Company.
The parties agree to promptly engage in good faith negotiations reizarding such amendment and
use best efforts to accommodate the other party's interests in reaching a modified fee formula If
the parties are unable to agree on an amendment after ninety (90) days following the City's
service of notice of intent to amend on the Company, the City may terminate the franchise upon
thirty (30) dgys written notice to Company or pursue remedies as provided in Section 2.5.
SECTION 10. PROVISIONS OF ORDINANCE.
10.1 Severability. Every section, provision, or part of this Ordinance is declared
separate from every other section, provision, or part; and if any section, provision, or part shall
be held invalid, it shall not affect any other section, provision, or part; provided, however, that if
the City is unable to enforce its franchise fee provisions for any reason the City will be allowed
to amend the franchise agreement to impose a franchise fee pursuant to statute. Where a
provision: of any other City ordinance conflicts with the provisions of this Ordinance, the
provisions of this Ordinance shall prevail.
J.%IS- 188706v1 7
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10.2 Limitation On ApRlicability. This Ordinance constitutes a franchise agreement
between the City and Company as the only parties and no provision of this franchise shall in any
way inure to the benefit of any third person (including the public at large) so as to constitute any
such person as a third party beneficiary of the agreement or of any one or more of the terms
hereof, or otherwise give rise to any cause of action in any person not a party hereto.
SECTION 11. AMENDMENT- PROCEDURE.
Either parry to this franchise agreement may at any time propose that the agreement be
amended. If the other parry agrees to the proposed amendment or any modification thereof, this
Ordinance may be amended at any time by the City passing a subsequent ordinance declaring the
provisions of the amendment, which amendatory ordinance shall become effective upon the
filing of Company's written consent thereto with the City Clerk after City council adoption of
the amendatory ordinance.
Passed and approved:
Attest:
City Clerk, Rosemount, Minnesota
Mayor of the City of Rosemount, Minnesota
JNis- 188706vi g
RS220 -82
NSP d /b /a Xcel Energy
City Requested Special Facilities Surcharge Analysis
Class Surchame Levels
Residential @ $1.00 up to $4.50
Sm C &I -Dmd @ 3 Times Residential Amount
Lg C &I -Dmd @ 4 Times Residential Amount
Estimated
No. of
Customers
Recovery
Surcharge
Months
Rosemount - Recovery at 5 Year Maximum
Residential 3,168
$855,360
54.50
60.0
Small C &I ND 280
$75,600
S4.50
60.0
Small C &I Demand 119
$96,390
S13.50
60.0
Large C &I 32
$34,560
S18.00
60.0
Street Lighting 17
$4,590
S4.50
60.0
Small Mun. Pump ND 1
$270
S4.50
60.0
Small Mun. Pump Demand 1
$810
S13.50
60.0
Large Mun. Pump Demand -
$0
S18.00
60.0
Total 3,618
$1,067,580
60.0
Rosemount - Recovery of Residential A- $1.00 for 3 Years
Residential 3,168
$114,048
S1.00
36.0
Small C &I ND 280
$10,080
S1.00
36.0
Small C &I Demand 119
$12,852
S3.00
36.0
Large C &I 32
$4,608
S4.00
36.0
Street Lighting 17
$612
Si-00
36.0
Small Mun. Pump ND 1
$36
S1.00
36.0
Small Mun. Pump Demand 1
$108
S3.00
36.0
Large Mun. Pump Demand -
$0
54.00
36.0
Total 3,618
$142,344
36.0
Rosemount- CRFS.xls Rate Administration/TAB 11/1/2000
City of Rosemount - Electric Franchise Fee Estimate
Information Based on Year Ending April 2000
CLASS
CUSTOMER
ACCOUNTS
kWh
NSP
ELECTRIC
REVENUES
FRANCHISE
FEE
REVENUES
PERCENT
OF ELEC
REVENUES
BASED ON
FEE
PER kWh
Residential
.3,168
24,163,627
$1,924,428
$43,495
2.3%
$0.0018
Srn C & I - Non -Dem
280
3,028,154
$249,581
$6,056
2.4%
$0.0020
Srn C & I - Demand
119
17,063,338
$1,020,589
$25,595
2.5%
$0.0015
Large C & 1
32
935,021,330
$37,120,655
$748,017
2.0%
$0.0008
Public Street Ltg
17
391,658
$50,225
$783
1.6%
$0.0020
Muni Pumping - N/D
1
11,308
$1,408
$23
1.6%
$0.0020
kluni Pumping - Dem
1
36,545
$2,996
$55
1.8%
$0.0015
Fc-tal
1 3,6181
979,715,960
$40,369,882
$824,024
2.0%
-
Typical Monthly Bills by Customer Class
1,000
Residential Without Space Heating
$56.86
K5owatt Hours
250
500
Monthly Bill
$22.08
$39.47
Franchise Fee
$0.45
$0.90
Percent of Bill
2.0%
2.3%
Residential With Space Heating
$189.25
$3.60
K$owatt-Hours
1,000
1,500
Monthly Bill
$66.21
$96.97
Franchise Fee
$1.80
$2.70
Percent of Bill
2.7%
2.8%
SmC &I - N/D
$6.00
2.8%
K lowatt-Hours
500
1,500
Monthly Bill
$41.81
$110.87
Franchise Fee
$1.00
$3.00
Percent of Bill
2.4%
2.7 %
Sm & Large C & I - Demand
$520.00
0.7%
KGowatts
25
95
Kkwatt-Hours
2,000
40,000
Monthly Bill
$282.09
$2,039.86
Franchise Fee
$3.00
$60.00
$60.00
Percent of Bill
1.1 %I
2.9 %1
Data Source: Revenue Query Database
750
1,000
1,500
$56.86
$74.26
$109.04
$1.35
$1.80
$2.70
2.4%
2.4%
2.5%
2,000
2,500
3,000
$127.73
$158.49
$189.25
$3.60
$4.50
$5.40
2.8%
2.8%1
2.9%
2,000
2,500
3,000
$145.39
$179.92
$214.45
$4.00
$5.00
$6.00
2.8%
2.8%
2.8%
100
500
1,000
10,000
200,000
650;000
$1,125.30
$10,377.02
$26,977.50
$8.00
$160.00
$520.00
0.7%
1.5 %
1.9%
CitFeeftsemountTee.As 9/12/2000 T. Breuckman
City of Rosemount - Electric Franchise Fee Estimate
Information Based on Year Ending April 2000
CLASS
CUSTOMER
ACCOUNTS
kWh
NSP
ELECTRIC
REVENUES
FRANCHISE
FEE
REVENUES
PERCENT
OF ELEC
REVENUES
BASED ON
FEE
PER kWh
Residential
3,168
24,163,627
51,924,428
$57,993
3.0%
$0.0024
Sm C & I - Non -Dem
280
3,028,154
$249,581
$8,176
3.3%
$0.0027
Sm C & I - Demand
119
17,063,338
$1,020,589
$32,420
3.2%
$0.0019
Large C & I
32
935,021,330
S37,120,655
$1,122,026
3.0%
$0.0012
Public Street Ltg
17
391,658
$50,225
$1,057
2.1%
$0.0027
Muni Pumping - N/D
1
11,308
$1,408
$31
2.2%
$0.0027
Muni Pumping - Dem
1
36,545
$2,9961
$69
2.3%
$0.0019
Total
3,6181
979,715,9601
$40,369,882 1
$1,221,772
3.0%
Typical Monthly Bills by Customer Class
1,000
1,500
2,000
2,500
Residential Without Space Heating
Monthly Bill
$66.21
$96.97
$127.73
Kilowatt -Hours 250
500
750
1,000
1,500
Monthly Bill $22.08
$39.47
$56.86
$74.26
$109.04
Franchise Fee $0.60
$1.20
$1.80
$2.40
$3.60
Percent of Bill 2.7%
3.0%
3.2%
3.2%
3.3%
Residential With Space Heatin
Kilowatt -Hours
1,000
1,500
2,000
2,500
3,000
Monthly Bill
$66.21
$96.97
$127.73
$158.49
$189.25
Franchise Fee
$2.40
$3.60
$4.80
$6.00
$7.20
Percent of Bill
3.6%
3.7%
3.8%
3.8 %F
3.8%
SmC &I - N/D
Kilowatt - Hours
500
1,500
2,000
2,500
3,000
Monthly Bill
$41.81
$110.87
$145.39
$179.92
$214.45
Franchise Fee
$1.35
$4.05
$5.40
$6.75
$8.10
Percent of Bill
3.2%
3.7%
3.7%
3.8%F
3.8%
Sm & Larae C & I - Demand
Kilowatts
25
1 95
100
500
1,000
Kilowatt -Hours
2,000
40,000
10,000
200,000
650,000
Monthly Bill
$282.09
$2,039.86
S1,125.30
$10,377.02
$26,977.50
Franchise Fee
$3.80
$76.00
$12.00
$240.00
$780.00
Percent of Bill
1.3%
3.7%1
1.1%
2.3%
2.9%
Data Source: Revenue Query Database
CityFee\Rosemount\Fee.xis 9/12/2000 T. Breuckman
CITY OF ROSEMOUNT
WORKSHEET FOR ESTIMATING RESIDENTIAL PROPERTY TAXES (ISD #196 FIGURES)
(Beginning with 1998 Tax Credit for School Districts Included In calculations See Below)
Market Value
100,000
Year .�
1999
»._2001
2000
2001 Est».
Tax Capacity
1,175
1,156
1,156
Tax Capacity Rates:
City
41.710%
39.335%
36.539%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.465%
6.373%
Totals
133.045%
126.268%
121.439%
City Market Referendum
0.0002342
0.0002142
0.0001810
ISD #196 Market Ref
0.0008074
0.0011986
0.0010646
Property Taxes:
City
490
455
422
County
333
315
293
School District
385
285
283
Miscellaneous
79
75
74
Total Property Taxes ...._
1,287 WY
1,129
1,071
City Market Referendum
23
21
18
ISD #196 Market Ref
at
120
106
Grand Total All Taxes
$1,391 »»»�»
$1,271
$1,196
Market Value
250,000
Year
1999
2000
2001 Est
Tax Capacity
3,725
�»» 3,631
»�» 3,631
Tax Capacity Rates:
City
41.710%
39.335%
36.539%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.455%
6.373%
Totals
133.045%
_ 126.268 %__
121.439%
City Market Referendum
0.0002342
0.0002142
0.0001810
ISD #196 Market Ref
0.0008074
0.0011986
0.0010646
Property Taxes:
City
1,554
1,428
1,327
County
1,055
989
920
School District
1,778
1,543
1,542
Miscellaneous
250
234
231
Total Property Taxes
4,636 .._.
4,195
4,019
City Market Referendum
59
54
45
ISD #196 Market Ref
202
300
266
Grand Total All Taxes
» »»» $4,896
$4,648
~$4,331
Last Updated • 10/18/00
125,000
1999 2000 2001 Est
1,600 1,569 1,569
41.710% 39.335% 36.539%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% 126.268% 121.439%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
667 617 573
453 .427 397
581 445 444
107 101 100
1,809 1,591 1,515
29 27 23
101 150 133
$1,939 $1,767
300,000
1999 _Y 2000 _ 2001 Est
4,575 4,456 4,456
41.710% 39.335% 36.539%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% 126.268% 121.439%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
1,908 1,753 1,628
1,296 1,214 1,129
2,256 1,982 1,981
307 288 284
5,767 T 5,237 »� »» 5,021
70 64 54
242 360 319
$6,079 $5,660 $5,395
150,000
1999 2000 ....2001 Est
2,025 1,981 Y 1,981
41.710% 39.335% 36.539%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% 126.268% 121.439%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
845 779 724
574 540 502
820 665 664
136 128 126
2,374 2,111 2,016
35 32 27
121 180 160
- _- $2,530 $2,323 _-- $2,203
1999 2000 2001 Est
2,875 2,806 2,806
41.710% 39.335% 36.539%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% 126.268% 121.439%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
1,199 1,104 1,025
814 765 711
1,299 1,104 1,103
193 181 179
�»» 3,505 3,153 3,018
47 43 36
161 240 213
$3,713 $3,436 $3,267
History of Actual Tax Capacity Rates (Using ISD #196 Rates)
1996 1997 1998 1999 2000 2001 Est
36.065% 36.627% 40.428%
26.626% 25.721% 27.349%
60.830% 58.189% 58.462%
5.108% 4.995% 5.797%
....128.619 % - __124.532 %_ 132.036%
0.0002968 0.0002706 0.0002532
0.0012239 0.0010868 0.0009567
Net Tax Capacity Percentages
For Residential Homesteads:
First $75,000
$75,000 - $76,000
Over $76,000
Tax Credit for Homestead Properties:
(Based on % of Tax Capacity)
Less Than Initial Value of Tax Capacity
Over Initial Value (Maximum Allowed)
Initial Value Used to Calculate Credit
(1) This Figure Derived Using Figures Provided by Dakota County:
(a) 2000 Projected Levy Less Fiscal Disparities as of 9/5/00
(b) Net Tax Capacity Figure as of 10/1100
(c) Captured Tax Increment Tax Capacity as of 10/1/00
(d) Contribution to Fiscal Disparities as of 7/27/00
(2) These Figures Provided by Dakota County
41.710% 39.335% 36.539% (1),(2)
28.322% 27.247% 25.327% (2)
56.311% 53.231% 53.200% (2)
6.702% 6.455% 6.373% (2)
133.045% 126.268 %_ 121.439%
0.0002342 0.0002142 0.0001810 (2)
0.0008074 0.0011986 0.0010646 (2)
1.00% 1.00% 1.00%
1.70% 1.00% 1.00%
1.70% 1.65% 1.65%
23.551% 28.580% 28.755% (2)
$320 $390 $390 (2)
$109,900 $112,650 $112,200 (2)
4,565,375 / 12,494,623 = 0.365387
14,598,802
(376,800)
(1,727,379)
12,494,623
a%�zi
Market Value
617
100,000
845 779 752
Year
1999
2000 W
2001 Est
Tax Capacity
1,175
1,156
_
1,156
Tax Capacity Rates:
711
581
445
City
41.710%
39.335%
37.939%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.455%
6.373%
Totals
133.045 %1.1126.268
1
%__1122.639%
City Market Referendum
0.0002342
0.0002142
0.0001810
ISO #196 Market Ref
0.0008074
0.0011986
0.0010646
Property Taxes:
121 180 160
161
240
City
490
455
439
County
333
315
293
School District
385
285
283
Miscellaneous
79
75
74
Total Property Taxes
1,287
1,129
2000
City Market Referendum
23
21
18
ISO #196 Market Ref
at
120
106
Grand Total Ali Taxes
$1,391
$1,271
$1,212
Market Value
39.335%
260,000
28.322%
Year
1999
2000
2001 Est
Tax Capacity
-� 3,725
-v 3,631
3,631
Tax Capacity Rates:
60.830% 58.189% 58.462%
56.311%
53.231%
City -
41.710%
39.335%
37.939%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.455%
6.373%
Totals
133.045 %^
126.268%
122.839
City Market Referendum
0.0002342
0.0002142
0.0001810
ISO #196 Market Ref
0.0008074
0.0011986
0.0010646
Property Taxes:
1,908
1,753
1,691
City
1,554
1,428
1,378
County
. 1,055
989
920
School District
1,778
1,543
1,542
Miscellaneous
250
234
231
Total Property Taxes
-' 4.636
307
288
City Market Referendum
59
54
45
ISO #106 Market Rot
202
300
200
. .
Grand Total All Taxes
. . . . . . . . . . . . _ . . .. -
$4,896
• . . . . . . . .... . . . . .. .
$4,548
. . . . . . . . .........
$4,382
Last Updated • 10 118100
CITY OF ROSEMOUNT
WORKSHEET FOR ESTIMATING RESIDENTIAL PROPERTY TAXES (ISD 9196 FIGURES)
(Beginning with 1998 Tax Credit for School Districts Included In calculations-See Below)
125,000
1999 ' 2000 _ 2001 Est
1,600 1,569 1,569
41.710% 39.335% 37.939%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
5133.045= 1126.268 %1 = 122.839%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
160,000
1999 2000 2001 Est
2,025 1,981 1,981
41.710% 39.335% 37.939%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
Y 133.045% 126.268 %� 122.839%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
200,000
1999 _... 2000 2001 Est
2,875 2,806 2,806
PPS'.► �C T;'lU s�
q.pdr.aL ).�. ors iPtar.¢�,
�tM9tSSwc eArC.
41.710 % 39.335% 37.939%
28.322% 27.247% 25.327% j -�( ,J,$w/ 3 P-40t�4A(T�LcI S
56.311% 53.231% 53.200% - 1
6.702% 6.455% 6.373%
133.045 %_ 128.268% ~ 122.839%
max = ...............=.............
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
667
617
595
845 779 752
1,199
1,104
1,065
453
427
397
574 540 502
814
765
711
581
445
444
820 665 664
1,299
1,104
1,103
107
101
100
'136 128 126
193
181
179
1,809
1,591
- 1,537
2,374 2,111
�T3,505-
3,153
3,057
29
27
23
35 32 27
47
43
36
101
150
133
121 180 160
161
240
213
$1,939
.=....m..........................
$1,767
$1,692
$2,530 $2,323 $2,230
................... ........
$3,713
.................................
$3,436
$3,306
-.....
300,000
History of Actual Tax Capacity Rates (Using ISO
#196 Rates)
1999
2000
2001 Est
Y^ 1996 1997 1998
1999
2000
2001 Est
4,575
A 4,456..._.
4,456
41.710%
39.335%
37.939%
36.055% 35.627% 40.428%
41.710%
39.335%
37.939% (1),(2)
28.322%
27.247%
25.327%
26.626% 25.721% 27.349%
28.322%
27.247%
25.327% (2)
56.311%
53.231%
53.200%
60.830% 58.189% 58.462%
56.311%
53.231%
53.200% (2)
6.702%
6.455%
6.373%
5.108% 4.995% 5.797%
6.702%
6.455%
6.373% (2)
133.045%
Y 126.268%
122.839%
128.619% % 132.036%
133.045% ^
126.268%
122.839%
0.0002342
0.0002142
0.0001810
0.0002968 0.0002706 0.0002532
0.0002342
0.0002142
0.0001810 (2)
- 0.0008074
0.0011986
0.0010646
0.0012239 0.0010868 0.0009567
0.0008074
0.0011986
0.0010646 (2)
1,908
1,753
1,691
Net Tax Capacity Percentages
1,296
1,214
1,129
For Residential Homesteads:
2,256
1,982
1,981
307
288
284
First $75,000
1.00%
1.00%
1.00%
--- - -- - -- --
- - - - -- --
---- --
$75,000 - $76,000
1.70%
1.00%
1,00%
5,767
5,237
5,084
Over $76,000
1.70%
1.65%
1.65%
70
64
64
242
300
319
Tax Crodll for Hamusload Properties:
_ ____ = _ _ _ =_
a
(Based on % of Tax Capacity)
$6,079
$5,660
$5,457
Less Than Initial Value of Tax Capacity
23.551%
28.580%
28.755% (2)
Over Initial Value (Maximum Allowed)
$320
$390
$390 (2)
Initial Value Used to Calculate Credit
$109,900
$112,650
$112,200 (2)
(1) This Figure
Derived Using
Figures Provided
by Dakota County:
(a) 2000 Projected Levy
Less Fiscal Disparities as of 9/5/00 4,740,375 /
12,494,623
=
0.379393
(b) Net Tax Capacity Figure as of 10/1/00
14,598,802
(c) Captured Tax Increment Tax Capacity as of 10/1/00
(376,800)
(d) Contribution to Fiscal
Disparities as of 7/27/00
(1,727,379)
-_ 12,494,623
(2) These Figures Provided by Dakota County
Market Value
History of Actual Tax Capacity Rates (Using ISO #196 Rates)
100,000
1999 2000 2001 Est
Year
1999
2000
- 2001 Est
Tax Capacity
-_ 1,175
1,156
1,156
Tax Capacity Rates:
41.710% 39.335% 38.740%
36.055% 35.627% 40.428%
41.710%
City
41.710%
39.335%
38.740%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.455%
6.373%
Totals
133.045%
126.268%
- 123.640%
City Market Referendum
0.0002342
0.0002142
0.000IB10
ISO #196 Market Ref
0.0008074
0.0011986
0.0010646
Property Taxes:
0.0008074
0.0011986
0.0010646 (2)
.City
490
455
448
County
333
315
293
School District
385
285
283
Miscellaneous
79
75
74
Total Property Taxes
-- _- 1,2877A»
1,129~
- -- 1,097
City Market Referendum
23
21
18
ISD #196 Market Ref
81
120
106
Grand Total All Taxes
$1,391
�- $1,271
-� $1,221
Market Value
250,000
242 300 ;116
Year
1999 _
2000 -
2001 Est
Tax Capacity
3,725.
3,631
3,631
Tax Capacity Rates:
$6,660
City
41.710%
39.335%
38.740%
County
28.322%
27.247%
25.327%
School District
56.311%
53.231%
53.200%
Miscellaneous
6.702%
6.455%
6.373%
Totals
133.045%
126.268%
123.640%
City Market Referendum
0.0002342
0.0002142
0.0001810
ISO #196 Markel Ref
0.0008074
0.0011966
0.0010646
Property Taxes:
(c) Captured Tax Increment Tax Capacity as of 10/1/00
(376,800)
City
1,654
1,426
1,407
County
1,055
989
920
School District
1,778
1,543
1,542
Miscellaneous
250
234
231
._......_....._.
Total Property Taxes
....
4,636
__ ....... _ .....................
4,195
4,000
City Markel Referendum
50
64
46
180 #190 Markel Ref
202
300
260
..........................
Grand Total All Taxes
$4,806
.....4.6.4.8...................
$4,648
$4,419
Last Updated • 10/18/00
CITY OF ROSEMOUNT
WORKSHEET FOR ESTIMATING RESIDENTIAL PROPERTY TAXES (ISO 0196 FIGURES)
(Beginning with 1998 Tax Credit for School Districts Included In calculations -See Below)
125,000
1999.._. _.... 2000 2001 Est
1,600 1,569
41.710% 39.335% 38.740%
28,322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% - 126.268% 123.640%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
667 617 608
453 427 397
581 445 444
107 101 100
1,809--_ -- 1,591 - -- -1,549
29 27 23
101 150 133
$1,939 $1,767 $1,705
150,000
1999 2000 2001 Est
2,025 1,981 1,981
41.710% 39.335% 38.740%
28.322% 27.247% 25.327%
56.311% 53.231% 53.200%
6.702% 6.455% 6.373%
- 133.045% 126.268% 123.640%
0.0002342 0.0002142 0.0001810
- 0.0006074 0.0011986 0.0010646
845 779 767
574 540 502
820 665 664
136 126 126
-` 2,374 2,111 2,059
35 32 27
121 180 160
$2,530 $2,323 $2,246
200,000
1999 2000 2001 Est
2,875 2,806 2,806
41.710% 39.335% 38.740%
28.322% 27.247% 25.327%
66.311% 53.231% 53.200%
6.702% 6.455% 6.373%
133.045% 126.268% 123.640%
0.0002342 0.0002142 0.0001810
0.0008074 0.0011986 0.0010646
1,199 1,104 1,087
814 765 711
1,299 1,104 1,103
193 181 179
3,505 3,153- 3,079
47 43 36
161 240 213
$3,713 $3,436 $3,328
p2 �1'�n✓J �3 � v t `
T-1 4AA
300,000
History of Actual Tax Capacity Rates (Using ISO #196 Rates)
1999 2000 2001 Est
1996 1997 1998
1999
2000
2001 Est
4,575 4,456 4,456
41.710% 39.335% 38.740%
36.055% 35.627% 40.428%
41.710%
39.335%
38.740% (1),(2)
28.322% 27.247% 25.327%
26.626% 25.721% 27.349%
28.322%
27.247%
25.327% (2)
56.311% 53.231% 53.200%
60.830% 58;189% 58.462%
56.311%
53.231%
53.200% (2)
6.702% 6.455% 6.373%
5.108% 4.995% 5.797%
6.702%
6.455%
6.373% (2)
133.045% 126.268% 123.640%
128.619% 124.532% 132.036%
133.045%
128.268%
123.640%
0.0002342 0.0002142 0.0001810
0.0002968 0.0002706 0.0002532
0.0002342
0.0002142
0.0001810 (2)
0.0008074 0.0011988 0.0010646
0.0012239 0.0010868 0.0009567
0.0008074
0.0011986
0.0010646 (2)
1,908 1,753 1,726
Not Tax Capacity Percentages
1,290 1,214 1,129
For Residential Homesteads:
2,256 1,982 1,981
307 288 284
First $75,000
1.00%
1.00%
1.00%
................... ............. _ .......................
$75,000 - $76,000
1.70%
1.00%
1.00%
5,767 5,237 6,119
Over $76,000
1.70%
1.65%
1.65%
70 64 54
242 300 ;116
Tux Credit for Hnnmstaad Propurilus:
•~ $6,079 ..
.................................
Y�-�y-$5,403
(Bused un % of Tax Capacity)
$6,660
Less Than Initial Value of Tax Capacity
23.551%
28.580%
28.755% (2)
Over Initial Value (Maximum Allowed)
$320
- $390
$390 (2)
Initial Value Used to Calculate Credit
$109,900
$112,650
$112,200 (2)
(1) This Figure Derived Using Figures Provided by Dakota County:
(a) 2000 Projected Levy Less Fiscal Disparities as of 9/5/00 4,840,375 /
12,494,623
=
0.387397
(b) Net Tax Capacity Figure as of 10/1/00
14,596,802
(c) Captured Tax Increment Tax Capacity as of 10/1/00
(376,800)
(d) Contribution to Fiscal Disparities as of 7/27100
(1,727,379)
Y
12,494,623
(2) These Figures Provided by Dakota County