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5.e) Reduction of Letter of Credit, Superior Land Development Meeting Date: 10/20/2008 Agenda Item: ���� City Council Agenda Report City of Scandia 14727 209`h St. North Scandia, MN 55073 (651) 433-2274 Action Requested: Approve the request of Superior Land Development for the release of $21,000 from the letter of credit for landscaping in the Tii Gavo subdivision. Deadline/ Timeline: N/A Background: • Superior Land Development has requested that the letter of credit for the landscaping be reduced by the amount of$21,000.00 from the total of$141,787.00. The LOC for landscaping would then be at $120,787.00. • The developer has requested that the guarantee be released. • The site was inspected by the city's Code Official on September 14, 2009 with Critical Connections; a detailed letter was received from Critical Connections from that inspection which explains our findings. An inspection in 2008 has determined that all of the trees have been planted as required by the landscape plan and appear to be growing. The release is only for trees that have been growing for 2 seasons. Recommendation: Staff recommends approval of the reduction of the letter of credit for landscaping by$21,000.00 to a new amount of$120,787.00. Attachments/ Critical Connections letter dated September 17, 2009 Materials provided: Contact(s): Ken Arndt (651 433-4410) Prepared by: Steve Thorp, Code Official (Tii Gavo LOC reduction landscaping) �` � , � �i • Critical Connections Ecologicat Services, Inc. 14760 Oakhill Road, Scandia, Minnesota 55073 Natural R����V�� Resource Consulting SEP 'Z "� 2009 September 17, 2009 Landscape CITY OF SCANDIA Ecology Botanicai Inventories Steve Thorp Building/Code Enforcement Official Threatened & 14727 209 St. N. Endangered Scandia, MN 55073 Species Surveys Greenway & Subject: Tii Gavo Request of Reduction of the Letter of Credit for Landscaping and Open Space Planning 2009 Monitoring Report for Landscape Tree Installation Naturat Community Mr.Thorp, Restoration Wettand The following is a request for a reduction in the letter of credit for landscaping along with the Delineation & 2009 planting plan update that details the current condition of planted landscape trees at the Tii Permitting Gavo development in Scandia, MN. Landscape material has been installed over the past three and a half years at Tii Gavo. The trees planted in the fall of 2007 are now at the end of their two Wetland Year guarantee and qualify for reducing the letter of credit being held by the City of Scandia for Banking & landscape material. Monitoring Based on City code, once plant material has been in place for two full growing seasons a Minnesota reduction in the landscaping letter of credit should be released by the City of Scandia to the Land Cover developer. If plant material dies or is not in good health, additional monitoring will take place or Classification a replacement tree will be required to be replanted if the tree dies. Geographic Tree installation began in 2006 with additional installations in 2007 and 2008. The trees planted Information in 2006 were final inspected last year when the first request for a reduction in the letter of Systems credit was released by the city. An annual inspection was completed on September 14`h, 2009 of the landscape material that was installed in the fall of 2007 as well as the plant material Global installed in 2008. No additional trees were installed during the 2009 season. Positioning Systems Inspections of each tree involved close observation to determine current vitality. Looking at any signs of damage along the main trunk and into the crown was noted as well as color of the tree Database and vegetative bud set for the following season. All trees listed in good health have no Management & structural problems, are entering into the fall with good leaf color and vigor, and have good bud Development set for the next growing season. Environmental Education Phone: 651.433.4410 Fax: 651.433.4528 Email:info@ccesinc.com Web: www.ccesinc.com Trees Planted in Fall of 2006 Trees planted from the fall of 2006 were final inspected last year when they qualified for a reduction in the Letter of Credit for landscaping. All of these trees are still in good health with no additional mortality. Trees Planted in Fall of 2007 In October of 2007 Critical Connections Ecological Services took an active role in assisting with the coordination of tree planting on-site at Tii Gavo. CCES worked with a local tree spade contractor to move a total of 63 overstory trees to their permanent locations in late October and into November of 2007. All of these trees were planted before December 15C, 2007. These trees now qualify for a reduction in the landscaping letter of credit since two years have passed since their installation was completed. The following is a list of trees planted during 2007 showing their quantities, what type of tree was planted and their current condition. Inspection of the following trees took place on September 14`n, 2009 with a representative from the City of Scandia present. uantit Tree Tvpe Current Condition 12 White Pine In very good health 10 White Oak In very good health 5 White Oak In declining health 2 White Oak Dead 24 Northern Pin Oak In very good health 1 Northern Pin Oak In declining health 1 Northern Pin Oak Dead 5 Quaking Aspen In very good health 2 Black Cherry In very good health 1 Wild Apple In very good health Total=63 Based on current inspection, 54 of the 63 trees planted in 2007 are in very good health with 6 in declining health and 3 that are dead. The trees in declining health will not qualify for a reduction in the letter of credit for landscaping this year. It was determined that they will be inspected again next year at this time and if they have recovered or are showing improvements in vitality then they will qualify for the reduction otherwise they will not. The dead trees will require a replacement tree to be planted on- site before all landscape is determined to be complete at Tii Gavo. Values to determine credit are found in the Final Landscape Plan submitted by Critical Connections Ecological Services dated 12-14-07. These values were used to calculate the letter of credit and are as follows: for deciduous overstory trees the value is$500.00 per tree, for coniferous overstory trees the value is$400.00 per tree, and for deciduous understory trees the value is$200.00 per tree. Critical Connections Ecological Services, Inc. Page 2 Trees Planted in Fall of 2007 that Qualify for a Reduction in the Letter of Credit uantit Tree Tvqe Value Total Reduction 12 White Pine $400.00/tree $ 4,800.00 10 White Oak $500.00/tree $ 5,000.00 24 Northern Pin Oak $500.00/tree $12,000.00 5 Quaking Aspen $500.00/tree $ 2,500.00 2 Black Cherry $500.00/tree $ 1,000.00 1 Wild Apple $500.00/tree 500.00 Total Reduction Request = $21,000.00 Trees Planted in Summer of 2008 In July of 2008 Critical Connections Ecological Services installed the balled and burlap trees specified on the final landscape plan for Tii Gavo. A total of 21 overstory and 36 ornamental/understory trees were planted throughout the site. All trees were planted before July 18`h, 2008. These trees were mulched according to the final landscape plan and were included in the 2008 and 2009 watering program. In the fall of 2008 several trees were staked to correct the settling of the soil that had occurred since planting. In 2009 two of the sugar maple trees had died and have now been removed. These two trees will require replacement before landscaping is considered complete at Tii Gavo. Overstory Trees Planted uantit Tree Tvpe Current Condition 16 Red Maple In very good health 3 Sugar Maple In very good health 2 Sugar Maple Dead, have been removed Total=21 Understory Trees Planted 32 Hawthorn In very good health 4 Nannyberry Viburnum In very good health Total=36 Trees to be planted for Site Completion In order to complete all tree installation for Tii Gavo there needs to be an additional 15 deciduous overstory trees, 10 coniferous overstory trees, 15 ornamental trees and 4 replacement trees planted. Once these trees have been planted then all of the required trees based on the final landscape plan will be installed. Many of these trees are proposed to be planted in areas that have not been final graded (around Community Building and parking area)or occur in the Phase Two portion of the project. Some of these trees may be planted in 2010 or later when the areas are final graded and ready for final landscape installation. Critical Connections Ecological Services, Inc. Page 3 ., � The trees planted in 2007 (ones in decline but given one more year to rebound) and 2008 will be monitored again in 2010 and a request for a reduction in the letter of credit for landscaping installed in 2007 and 2008 will take place then.Trees planted in 2006 will not be monitored in 2010 or replaced if they die. If you have any questions regarding the request and monitoring update, feel free to contact me at any time. Ken Arndt „ �---- / / %� _ �`Forest Ecologist/Certified Arborist MN-4033A Critical Connections Ecological Services, Inc. Critical Connections Ecological Services, Inc. Page 4 - �"tl����^,-t , ;;r� �. This Agreement dated the 8th day of October, 2009 is by and between City of Scandia(the"Company") and Security State Bank of Marine (the"Financial Institution"). The Company has requested that the Financial Institution permit it to initiate debit and credit entries to accounts maintained at the Financial Institution and other financial institutions by means of the Automated Clearing House(the "ACH")Network. The Financial Institution has agreed to do so on the terms of this Agreement. The Company and the Financial Institution agree as follows: 1. Definitions. Unless defined in this Agreement, capitalized terms shall have the meanings provided in the Rules. A. Rules. "Rules"means the rules of the National Automated Clearing House Association and Appendices to the rules of the National Automated Clearing House, as amended from time to time. B. Effective Entry Date. "Effective Entry Date"means the date included in any Entry as the date upon or after which such Entry is to be effective. C. Entry. "Entry"has the meaning given in the Rules, except that it shall also include an"On-Us Entry." D. On-Us Entry. "On-Us Entry"means a debit or credit Entry to an account maintained at the Financial Institution. 2. Compliance with the Rules and Applicable Law. The Company's rights and obligations with respect to any Entry are governed by the Rules, this Agreement and applicable law. The Company acknowledges a copy of the Rules are available upon request. The Company agrees to comply with and be bound by the Rules. The Company agrees to comply with applicable state and federal law or regulation and Company warrants that it will not transmit any Entry that violates the laws of the United States, including,without limitation, regulations of the Office of Foreign Asset Control (OFAC). 3. Transmittal of Entries and Security Procedures. A. The Company shall transmit any debit or credit Entry to the Financial Institution in accordance with the Rules and Attachment 1 to this Agreement. The Company shall comply with the security procedures described in Attachment 2 to this Agreement. Company acknowledges that the security procedures are for verification of authenticity and not to detect errors in the Entry. Company warrants that no individual will be allowed to initiate transfers without proper supervision and safeguards and agrees to take all reasonable steps to maintain confidentiality of the security procedures and any related security features. If Company knows or believes that an unauthorized individual has transmitted or attempted to transmit one or more Entries or that the security procedures have otherwise been compromised, Company agrees to immediately notify the Financial Institution and agrees that any Entry received by Financial Institution before or within a reasonable time after such notice to the Financial Institution shall be treated as authorized by Company. B. The Company hereby authorizes the Financial Institution to transmit any Entry received by the Financial Institution from the Company in accordance with the Rules and the terms of this Agreement and to credit or debit the amount of such Entry to the accounts specified by Company. 4. Company's Representations,Warranties and Agreements. Company represents and warrants that each Entry provided to the Financial Institution complies in all respects with the Rules. Company acknowledges and agrees that, pursuant to the Rules,the Financial Institution makes certain warranties to the ACH Operator and other financial institutions and that such warranties aze made in reliance on: (i)the representations and warranties of the Company, including but not limited to those contained in this section 4 of this Agreement and(ii) Company's agreement to be bound by the Rules and applicable law. The Company shall indemnify the Financial Institution against any loss, liability or expense (including attorneys' fees and expenses) resulting from, related to or arising out of any breach of the Company's warranties or this Agreement. Without limiting the foregoing, Company warrants: a) Each Entry is authorized pursuant to the Rules and the authorization has not been revoked; b) Each credit Entry is timely and accurate; c) Each debit Entry is for a sum which, on the Settlement Date will be due and owing to the Company from the party whose account will be debited, is for a sum specified by such party or is to correct a previously transmitted erroneous credit Entry; d) No Entry has been reinitiated in violation of the Rules. 5. Financial Institution Obligations. Subject to Section 8 of this Agreement, the Financial Institution shall, in accordance with the Rules,process, transmit, and settle for any Entry. The Financial Institution shall have no obligation to transmit an Entry if the Company fails to comply with any terms of this Agreement. 6. Company's Account. The Company will maintain a deposit account (the "Account")with the Financial Institution at all times during the term of this Agreement. The Company shall at all times maintain a balance of available funds in the Account sufficient to cover Company's obligations under this Agreement. The Company authorizes the Financial Institution to debit its Account for any amount it owes the Financial Institution as a result of this Agreement. 7. Cancellation or Amendment of an Entry. T'he Company shall have no right to cancel or amend any Entry after its receipt by the Financial Institution. However, the Financial Institution shall use reasonable efforts to act on a request by the Company to cancel an Entry before transmitting it to the ACH or crediting or debiting an On-Us Entry. Any such request shall comply with the security procedures described on Attachment 2 to this Agreement. The Financial Institution shall have no liability if it fails to effect the cancellation. 8. Rejection of Entries. The Financial Institution may reject any Enhy, including an On-Us Entry, which does not comply with the requirements of Attachment 1 or Attachment 2 of this Agreement and may reject any Entry if the Company is not otherwise in compliance with the terms of this Agreement or the Rules. The Financial Institution shall notify the Company in accordance with Attachment 1 of such rejection no later than the business day such Entry would otherwise have been transmitted by the Financial Institution to the ACH or, in the case of an On-Us Entry, the day before its Effective Entry Date. 9. Provisional Credit Notice. In the case of a credit Entry, credit given by the Receiver's financial institution for the Entry is provisional until the Receiver's financial institution has received final settlement through Federal Reserve Bank or has otherwise received payment. If the Receiver's financial institution does not receive such payment for the Entry, the Receiver's financial institution is entitled to a refund from the Receiver in the amount of the credit Entry to the Receiver. 10. Reversals. If the Company has mistakenly initiated a duplicate Entry of File or a File contains an Entry or Entries with the types of enoneous data specified in the Rules relating to reversing files,the Company may reverse the File or Entry pursuant to the Rules. If the Company reverses an Entry of File, Company shall indemnify the Financial Institution against any claim, demand, loss, liability or expense resulting directly or indirectly from such reversal. 11. Notice of Returned Entries. The Financial Institution shall notify the Company in accordance with Attachment 1 or the receipt of a returned Entry &om the ACH no later than one business day after the business day of such receipt. The Financial Institution shall have no obligation to re-transmit a returned Enhy if the Financial Institution complied with the terms of this Agreement with respect to the Entry. 12. Periodic Statement. The periodic statement issued by the Financial Institution for the Company's account will reflect Entries credited and debited to the Company's account. The Company agrees to notify the Financial Institution within a reasonable time not to exceed thirty (30) days after the Company receives a periodic statement of any discrepancy between the Company's records and the information in the periodic statement. 13. Fees. The Company agrees to pay the Financial Institution for services provided under this Agreement in accordance with the schedule of charges attached to this Agreement as Attachment 3. The Financial Institution may change its fees from time to time upon notice to the Company. 14. Liability. In performance of the services required by this Agreement, Financial Institution shall be entitled to rely solely on the information, representations and warranties provided by Company pursuant to this Agreement, and shall not be responsible for the accuracy or completeness of such information. The Financial Institution shall be responsible only for performing the services expressly provided for in this Agreement, and shall be liable only in the event of loss due to its gross negligence or willful misconduct in performing those services. In no event shall the Financial Institution have any liability for any consequential, special, punitive or indirect loss or damage which the Company may incur or suffer in connection with this Agreement. In addition, the Financial Institution shall be excused from failing to act or delay in acting if such failure or delay is caused by legal constraint, interruption of transmission or communications facilities, equipment failure, war, act of terror, emergency conditions, or other conditions beyond the Financial Institution's control. 15. Inconsistency of Name and Account Number. The Company acknowledges that, if an Entry describes the Receiver inconsistently by name and account number,payment of the Entry may be made on the basis of the account number even if it identifies a person different from the named Receiver. 16. Miscellaneous. The Financial Institution may amend the terms of this Agreement from time to time upon 30 days written by notice to the Company. Either pariy may terminate this Agreement upon ten (10) days' written notice to the other. The Financial Institution shall be entitled to rely on any written notice believed by it in good faith to be signed by one of the Authorized Representatives whose names and signatures are set forth on Attachment 4 to this Agreement. This Agreement shall be governed by and construed in accordance with the law of the state of Minnesota. CITY OF SCANDIA SECURITY STATE BANK OF MARINE ON ST. CROIX By: By: Title: Title: ATTACHMENT 1 A. Delivery of Files: • Disk should be delivered to Security State Bank of Marine • Files must be delivered to the financial institution by 12:00 p.m. the day before the requested settlement day to ensure funds availability at the opening of business on settlement day. If the date falls on a weekend or a holiday observed by the Federal Reserve the file may be delivered the business day before. Company may deliver files up to 2 days before the requested settlement day. The financial institution will hold those files and process them to settle on the Effective Entry Date listed by the Company. • The payroll will follow. B. Limits: • The total dollar amount of Entries transmitted by the Company to the Financial Institution on any single day shall not exceed $25,000.00. Financial Institution may review the limit set forth in the preceding sentence and change the limit by sending written notice of the change. C. Notice by Financial Institution: • If an Entry is rejected or returned the Financial Institution shall notify the Company by telephone at 651-433-2274. ATTACHMENT 2 Security Procedures— The Uniform Commercial Code, Article 4A, (UCC 4A) demands that for corporate credits there be a "commercially reasonable" security procedure in place to guard against loss. Your regional ACH Association suggests that this "procedure"be used for a11 types of originated transactions. Depending on the media of input you are accepting, some of the following suggestions should be used to ensure your procedures are commercially reasonable: 1. encryption of information when data transmitted. 2. multiple passwords and call back procedures for files sent via data transmission. 3. transmittal forms with total entries, dollars, Effective Entry Date, and signature, along with a call back or use of a voice response system for verification of information when input is tape, paper, diskette, or other media requiring delievery. 4. company input schedule so that your institution knows when to expect a file. File Transmission— The company's authorized representative will provide the financial institution with verification of the totals contained in the transmission by sending a total with the diskette. These totals will be verified by two authorized representatives of the City of Scandia by telephone the day of files transmission. (See Attachement 4). The financial institution will anticipate the receipt of a direct deposit transmission from the company on each scheduled processing date identified by the company in writing and agreed to by the financial institution. The company's authorized representative will notify the financial institution if a transmission will not take place on the prearranged scheduled processing date. The company is responsible for ensuring that the financial institution receives the transmission on or before each processing date indicated in the processing schedule. The financial institution will verify that the file totals agree with the company information given by phone. In the event of a discrepancy in the totals, the financial institution will call the company representative. If an authorized representative is not available for notification, then the file will not be processed until the company's authorized representative can be contacted on the next business day. The company is solely responsible for the accurate creation, modification, and deletion of the account information maintained on the company's personal computer and used for direct deposit money transfer. The company is solely responsible for access by its employees of the data files maintained on the company's computer. The company is responsible for operator security procedures on the one personal computer licensed for use of the program. ATTACHMENT 3 A. Fees: • This should include all fees charged for ACH transactions. Included are monthly base fees or per file input fees, transaction fees, and exception processing fees. If data base management or key entry functions are utilized a fee for these services should be included. • Set-up Fee (one-time only) $0.00 Per file (or monthly base fee) $0.00 Per transaction(plus Federal Reserve fees) Debit $0.00 Credit $0.00 Addenda records (per record) $0.00 Returns and Notifications of change $0.00 Reversals File reversals $0.00 Single enhy reversals $0.00 Data Retention $0.00 Investigations Within 3 months of settlement date $0.00 More than 3 months after settlement date $0.00 ATTACHMENT 4 Schedule of Payments File transmissions will be processed twice a month with effective entry dates of the 2"a and 17th days of the month. If these dates fall on the weekend or holidays observed by the Federal Reserve the file transmissions will be the next business day. Authorized representatives: A list of authorized signers should be maintained by the financial institution which include all signers authorized by the depositor. Be sure to include 2"d and 3`d shift contacts and phone numbers in case there aze problems that need to be dealt with during non-banking hours. Authorized Re resentative List for Ci of Scandia Name Signature Phone Date Added Date Deleted ( rinted) Number Colleen Firkus Brenda Eklund Anne Hurlburt