04-28-2010 HUCMRegular Meeting
April 28, 2010
Members present: President Dwight Bordson; Vice President Robert Hantge; Secretary
Craig Lenz; Commissioner Donald H. Walser; Commissioner Paul Nordin; Attorney
Marc Sebora; General Manager Michael Kumm
President Bordson called the meeting to order at 3:00 p.m.
Agenda item #5: Discussion of and Approval of Purchase Power Agreement presented
by Dave Berg was moved to agenda item #1;
Agenda item #4: Closed Session for Labor Negotiations was moved to after division
reports; and
Agenda item #9: Approve the Sale of One -Half Acre of Mineral Rights in Oklahoma was
tabled.
Dave Berg, RW Beck, was welcomed to the meeting. Mr. Berg gave a presentation on
the purchase power agreement with Missouri River Energy Services (MRES). This is
HUC's base load contract of 15 megawatts from September 1, 2010 through December
31, 2012; and 25 megawatts from January 1, 2013 to the end of the contract term
(December 2045). The interest of the City of Hutchinson was the central focus in
negotiating this agreement and that was accomplished. MRES experienced an excellent
working relationship with HUC in reaching the terms of this agreement and an
allegiance was formed by the two partners. After further discussion a motion was made
by Secretary Lenz, seconded by Commissioner Walser to approve the purchase power
agreement. Motion was unanimously carried. (Agreement attached.)
The minutes of the March 31, 2010 regular meeting and the minutes of the April 14,
2010 special meeting were reviewed. A motion was made by Commissioner Walser,
seconded by Vice President Hantge to approve the minutes as written. Motion was
unanimously carried.
The March 2010 payables were discussed. A motion was made by Vice President
Hantge, seconded by Commissioner Nordin to ratify the payment of bills in the amount
of $4,545,300.00 (detailed listing in payables book). Motion was unanimously carried.
GM Kumm presented the March 2010 financial statements /budget year -to -date. After
discussion, a motion was made Vice President Hantge, seconded by Secretary Lenz to
approve the financial statements /budget year -to -date. Motion was unanimously carried.
GM Kumm presented the McLeod Cooperative Power Association territory agreement.
We have met with MCPA, and agree with changes that were made. After discussion a
motion was made by Vice President Hantge, seconded by Commissioner Nordin to
approve the McLeod Cooperative Power Association territory agreement with the
proposed changes. Motion was unanimously carried. (Agreement attached.)
GM Kumm presented the site lease agreements. We have not had a chance to meet
with City personnel and our staff to go over each item of this agreement. We have a
meeting on Monday and could finish the negotiations in a short period of time. If we wait
another month for approval, it will affect the schedule for the installation of the AMI
equipment. We are asking for authorization for President Bordson and Vice President
Hantge to execute the site lease agreements upon completion of on -going negotiations
with the City of Hutchinson. A motion was made by Commissioner Walser, seconded by
Secretary Lenz to approve the AMI antenna site lease agreements with the City of
Hutchinson, upon completion of on -going negotiations. Motion was unanimously carried.
The board asked to see the agreements when there're finished.
Jan Sifferath presented the changes to employee's handbook, section: sick leave -
exempt only (tabled from March 31, 2010 regular meeting). The Commission was
concerned with the possible need for a medical certification for any /all employees who
are absent from work for more than three consecutive days. Attorney Sebora said he
did not feel this was necessary because we do not have a lot of employees and we
have no problem with abuse. After discussion, a motion was made by Commissioner
Walser, seconded by Vice President Hantge to approve the changes to the employee's
handbook sick leave policy — exempt only — as presented at last month's Commission
meeting. Motion was unanimously carried. (Before and after policies attached.)
Division Reports:
Electric — Steve Lancaster
• Sending letters out letting customers know of up- coming meter change -out for
AMI
• The landscaping at plant 1 will be on the west and north sides this summer
• RP3 logos will be placed on all HUC vehicles
Gas — John Webster
• Received letter from Lynn Township that they have no issues with installing
natural gas on the west side of Highway 15
• Meeting with Hassan Valley Township to let them know we'll be installing
natural gas on the east side of Highway 15.
Business — Jan Sifferath
• Meeting with labor attorney, stewards, and IBEW business representative the
last week of May.
• Received a new law which allows us to inform tenants if their landlord has not
paid the utility bill, as a consequence threatening tenant with disconnection.
Accounting — Jared Martig
• Working with LOGIS on the new financial software
• Made first payment to MRES for Big Stone 11 payback
• Testing the security system in the new inventory building
Legal Update
Nothing to report
A motion was made by Secretary Lenz, seconded by Vice President Hantge to close the
meeting for labor negotiations. Motion was unanimously carried. The meeting closed at
4:38 p.m.
A motion was made by Secretary Lenz, seconded by Commissioner Nordin to move
from closed meeting back to open meeting. Motion was unanimously carried. The
meeting reopened at 5:01 p.m.
Unfinished Business
Commissioner Nordin asked if there was any information from the committee
working with the City on the general transfer formula.
• We are still waiting for scheduling dates
GM Kumm went over the agenda for the breakfast meeting scheduled for April
29, 2010 at 7:00 a.m.
New Business
None
There being no further business, a motion was made by Secretary Lenz, seconded by
Vice President Hantge to adjourn the meeting at 5:08 p.m. Motion was unanimously
carried.
ATTEST:
Dwight Bordson, President
Craig Lenz, Secretary
Regular Meeting
April 28, 2010
Members present: President Dwight Bordson; Vice President Robert Hantge; Secretary
Craig Lenz; Commissioner Donald H. Walser; Commissioner Paul Nordin; Attorney
Marc Sebora; General Manager Michael Kumm
President Bordson called the meeting to order at 3:00 p.m.
Agenda item #5: Discussion of and Approval of Purchase Power Agreement presented
by Dave Berg was moved to agenda item #1;
Agenda item #4: Closed Session for Labor Negotiations was moved to after division
reports; and
Agenda item #9: Approve the Sale of One -Half Acre of Mineral Rights in Oklahoma was
tabled.
Dave Berg, RW Beck, was welcomed to the meeting. Mr. Berg gave a presentation on
the purchase power agreement with Missouri River Energy Services (MRES). This is
HUC's base load contract of 15 megawatts from September 1, 2010 through December
31, 2012; and 25 megawatts from January 1, 2013 to the end of the contract term
(December 2045). The interest of the City of Hutchinson was the central focus in
negotiating this agreement and that was accomplished. MRES experienced an excellent
working relationship with HUC in reaching the terms of this agreement and an
allegiance was formed by the two partners. After further discussion a motion was made
by Secretary Lenz, seconded by Commissioner Walser to approve the purchase power
agreement. Motion was unanimously carried. (Agreement attached.)
The minutes of the March 31, 2010 regular meeting and the minutes of the April 14,
2010 special meeting were reviewed. A motion was made by Commissioner Walser,
seconded by Vice President Hantge to approve the minutes as written. Motion was
unanimously carried.
The March 2010 payables were discussed. A motion was made by Vice President
Hantge, seconded by Commissioner Nordin to ratify the payment of bills in the amount
of $4,545,300.00 (detailed listing in payables book). Motion was unanimously carried.
GM Kumm presented the March 2010 financial statements /budget year -to -date. After
discussion, a motion was made Vice President Hantge, seconded by Secretary Lenz to
approve the financial statements /budget year -to -date. Motion was unanimously carried.
GM Kumm presented the McLeod Cooperative Power Association territory agreement.
We have met with MCPA, and agree with changes that were made. After discussion a
motion was made by Vice President Hantge, seconded by Commissioner Nordin to
approve the McLeod Cooperative Power Association territory agreement with the
proposed changes. Motion was unanimously carried. (Agreement attached.)
GM Kumm presented the site lease agreements. We have not had a chance to meet
with City personnel and our staff to go over each item of this agreement. We have a
meeting on Monday and could finish the negotiations in a short period of time. If we wait
another month for approval, it will affect the schedule for the installation of the AMI
equipment. We are asking for authorization for President Bordson and Vice President
Hantge to execute the site lease agreements upon completion of on -going negotiations
with the City of Hutchinson. A motion was made by Commissioner Walser, seconded by
Secretary Lenz to approve the AMI antenna site lease agreements with the City of
Hutchinson, upon completion of on -going negotiations. Motion was unanimously carried.
The board asked to see the agreements when there're finished.
Jan Sifferath presented the changes to employee's handbook, section: sick leave -
exempt only (tabled from March 31, 2010 regular meeting). The Commission was
concerned with the possible need for a medical certification for any /all employees who
are absent from work for more than three consecutive days. Attorney Sebora said he
did not feel this was necessary because we do not have a lot of employees and we
have no problem with abuse. After discussion, a motion was made by Commissioner
Walser, seconded by Vice President Hantge to approve the changes to the employee's
handbook sick leave policy — exempt only — as presented at last month's Commission
meeting. Motion was unanimously carried. (Before and after policies attached.)
Division Reports:
Electric — Steve Lancaster
• Sending letters out letting customers know of up- coming meter change -out for
AMI
• The landscaping at plant 1 will be on the west and north sides this summer
• RP3 logos will be placed on all HUC vehicles
Gas — John Webster
• Received letter from Lynn Township that they have no issues with installing
natural gas on the west side of Highway 15
• Meeting with Hassan Valley Township to let them know we'll be installing
natural gas on the east side of Highway 15.
Business — Jan Sifferath
• Meeting with labor attorney, stewards, and IBEW business representative the
last week of May.
• Received a new law which allows us to inform tenants if their landlord has not
paid the utility bill, as a consequence threatening tenant with disconnection.
Accounting — Jared Martig
• Working with LOGIS on the new financial software
• Made first payment to MRES for Big Stone 11 payback
• Testing the security system in the new inventory building
Legal Update
Nothing to report
A motion was made by Secretary Lenz, seconded by Vice President Hantge to close the
meeting for labor negotiations. Motion was unanimously carried. The meeting closed at
4:38 p.m.
A motion was made by Secretary Lenz, seconded by Commissioner Nordin to move
from closed meeting back to open meeting. Motion was unanimously carried. The
meeting reopened at 5:01 p.m.
Unfinished Business
Commissioner Nordin asked if there was any information from the committee
working with the City on the general transfer formula.
We are still waiting for scheduling dates
GM Kumm went over the agenda for the breakfast meeting scheduled for April
29, 2010 at 7:00 a.m.
New Business
None
There being no further business, a motion was made by Secretary Lenz, seconded by
Vice President Hantge to adjourn the meeting at 5:08 p.m. Motion was unanimously
carried.
Cr g Lenz, Secretary
ATTEST:
DVvvighl Bo r son, President
HUC POWER SALE AGREEMENT
This Power Sale Agreement ( "Agreement ") is entered into on 2010, by and
between Missouri Basin Municipal Power Agency, a body corporat d politic organized
under Chapter 28E of the Code of Iowa, doing business as Missouri River Energy Services
( "MRES "), the Hutchinson Utilities Commission, a municipal corporation and political
subdivision of the State of Minnesota ( "HUC "), and Western Minnesota Municipal Power
Agency, a municipal corporation and political subdivision of the State of Minnesota
( "Western Minnesota "). MRES, HUC and Western Minnesota are individually referred to
as "Party" and collectively as "Parties."
Article 1. ESSENTIAL TERMS OF THE TRANSACTION
1.1 Seller: The Seller is MRES.
1.2 Buyer: The Buyer is HUC.
1.3 Contract Term: The Contract Term is from hour beginning 00:01, September 1,
2010 through hour ending 24:00 January 1, 2046. Upon expiration of the Contract
Term, the Agreement shall remain in effect as permitted by law unless and until
terminated by a Party upon not less than one year's written notice.
1.4 Commodity: The Commodity is must -take energy of the Contract Quantity specified
below. MRES will provide HUC the same ancillary services associated with the
Contract Quantity that it provides to members ( "Members ") under the Power Sale
Agreement (S -1) ( "S -1 Agreement ") for delivery of power and energy to the Western
Area Power Administration Integrated System outlet.
1.5 Contract Quantity: The Contract Quantity is 15 megawatts (MW) on a 100% load
factor basis (15 megawatt-hours (MWh) per hour) from hour beginning 00:01 on
September 1, 2010 through hour ending 24:00 on December 31, 2012 ( "Period I ")
and increasing on hour beginning 00:01 on January 1, 2013 to 25 MW on a 100%
load factor basis (25 MWh per hour) continuing through the end of the Contract
Term ( "Period II "). The Contract Quantity includes both demand and energy
components.
1.6 Financial Firmness: MRES will provide the Contract Quantity from electric energy
available in the Midwest Independent Transmission System Operator ( "MISO ")
energy market or from any of its generation resources.
1.7 Delivery Point: The Delivery Point shall be GRE.HUC, a node for delivery of energy
by MISO that is designated under the MISO Transmission, Energy and Operating
Reserve Markets Tariff ( "TEMT "), as currently in effect and as may be modified
during the term of this Agreement, or any successor point of delivery if the MISO
node concept ceases to exist during the Contract Term.
1.8 Energy Scheduling: All schedules for energy under this Agreement shall be
governed by the TEMT. All schedules shall be made in the MISO energy market. A
financial bilateral transaction will be submitted by MRES in the MISO Financial
Scheduling System ( "finSched "). HUC will approve the finSched. HUC will
continue its energy scheduling in the ordinary course.
1.9 Planning Resource Credits (PRC): MRES will each month make available to HUC
Planning Resource Credits ( "PRCs ") (as defined in the TEMT) to meet HUC's
Resource Adequacy Requirements ( "RAR ") in MISO to cover the Contract Quantity.
MRES will also provide such additional PRC amounts as are required to cover losses
and MISO Resource Planning Reserve Margin on the Contract Quantity as required
to meet the RAR. HUC will apply the PRCs provided to meet the foregoing
purposes. The PRCs shall either be locally deliverable or aggregately deliverable.
The cost of the PRCs is included in the Charges.
1.10 Transmission: HUC will be responsible for all costs and making all arrangements
required to deliver energy from the Delivery Point to its distribution system. During
the Contract Term, HUC will pay the same Supplemental Power Delivery charge as
other MRES Members under the S -1 Agreement.
1.10.1 HUC currently acquires and pays for transmission service for energy
deliveries to the GRE.HUC node over the MISO system via a MISO transmission
tariff. If the transmission tariff arrangements allowing HUC to receive energy via
the MISO energy market cease to exist without a substitute with substantially
similar or comparable terms and conditions for both the purchase and delivery of
electric energy, MRES, Western Minnesota and HUC will develop and agree upon
alternative arrangements for the delivery from sources determined by MRES to the
Delivery Point of the Contract Quantity at no additional transmission service expense
to MRES or Western Minnesota.
1.11 Renewable Energy Credits (REC): Each year, MRES will provide HUC with the
same proportion of RECs to energy delivered as MRES provides to its Members
located in Minnesota who are served under the S -1 Agreement in order to satisfy
applicable state and/or federal renewable energy standards. The cost of RECs is
included in the Charges _with no additional cost to HUC. As an example, in 2010, if
MRES retired RECs to meet renewable energy standards equivalent to seven percent
of Minnesota S -1 Members' energy purchases from MRES, HUC will receive RECs
equal to seven percent of RUC's energy purchases from MRES under this
Agreement.
1.12 The charges for the Commodity ( "Charges ") shall be as follows:
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1.12.1 For calendar year 2010, the Charges for the Commodity shall be comprised
of the following monthly charges:
a. Demand charge: $12.45/kW -month
b. Supplemental Power Delivery charge: $ 2.85/kW -month
C. Energy charge: $.0265 per kWh
d. Rate Adder: $.003 per kWh
e. Supplemental Power Cost Adjustment $/kWh which is defined
in the 2010 S -1 Agreement Schedule C.
1.12.2 Subsequent to 2010, the Charges for the Commodity shall be the applicable
rates in Schedule C to the S -1 Agreement that are in effect from time to time or that
are in any successor rate schedule to Schedule C plus the Rate Adder as defined
below. The Charges for the Commodity shall be adjusted each time that the rates in
Schedule C are adjusted. MRES shall, in the fall of 2010, provide to HUC a copy of
the Schedule C that will be effective January 1, 2011, and MRES shall provide
updated versions of Schedule C to HUC as soon as practicable after each rate
adjustment.
The Charges for the Commodity for each calendar year from 2011 through the
end of the Contract Term, including any adjustments during a calendar year,
shall be the following components of the charges included on Schedule C to the
S -1 Agreement for each applicable calendar year plus the Rate Adder, to wit:
a. Demand charge: $/kW -month charge which is the S -1 Agreement Schedule
C Supplemental Power Demand charge, whether on an annual or seasonal
basis.
b. Supplemental Power Delivery charge: $/kW -month charge which is the S-
1 Agreement Schedule C Supplemental Power Delivery charge as adjusted
for the IS factor, as defined in the S -1 Agreement Schedule C.
c. Energy charge: $/kWh charge which is the S -1 Agreement Schedule C
energy charge.
d. Supplemental Power Cost Adjustment: $/kWh charge which is the S -1
Agreement Schedule C Supplemental Power Cost Adjustment charge.
e. Rate Adder: The rate adder ( "Rate Adder ") is $.003 per kWh for all energy
delivered through 8/31/2020. The Rate Adder shall automatically expire on
8/31/2020.
1. 12.3 The energy charge encompasses the energy portion of the locational
marginal price ( "LMP ") at the GRE.HUC node but does not include the congestion
and loss components of the LMP.
1. 12.4 To the extent that Schedule C to the S -1 Agreement is restructured so that
the rate elements in the Schedule C effective on January 1, 2011 cease to exist or are
changed, the Parties will discuss whether and how to revise the Charges under this
Agreement to accord with the restructuring of Schedule C so that, except for the Rate
Adder, HUC is treated comparably under this Agreement to MRES Members under
the S -1 Agreement.
3
1. 12.5 MRES will calculate the MISO charges for regulation, spinning and
supplemental services associated with the Contract Quantity under this Agreement
and provide a credit to HUC on the monthly bill.
1.13 MISO Charges: MRES shall pay to MISO the MISO congestion and losses on the
Contract Quantity and in exchange HUC shall pay the MISO MIA rate and losses as
defined below. The MIA rate and losses shall be the same as the charges that all
MRES Members serviced under the S -1 Agreement in the MISO footprint are
assessed according to the MISO Market Implementation Agreement ( "MIA "):
1.13.1 For calendar year 2010, HUC shall pay MRES a rate to recover congestion
costs associated with the Contract Quantity at the Delivery Point. The rate for 2010
is identified in Exhibit A.
1.13.2 For calendar year 2010, HUC Contract Quantity shall be adjusted according
to the MISO Market Loss percentage as defined in Exhibit A. The loss rate for 2010
is identified in Exhibit A. HUC shall pay MRES for such losses according to the
Charges for the Commodity identified above in this Agreement.
1.13.3 For each calendar year from 2011 through the end of the Contract Term,
HUC rate and losses shall be the same as the MIA rate and losses. The MIA rate and
losses are subject to change from time to time as determined by the Board of
Directors of MRES and any changes to the MIA Exhibit B ("Rate for Market Service
Charge Types ") and MIA Exhibit C ( "Loss Percentages ") will be provided to HUC
as soon as practicable after each rate adjustment.
Article 2. GENERAL TERMS AND CONDITIONS
2.1 Additional Rate Provisions:
2.1.1 Payments made under this Agreement shall be made as an operating
expense from the revenues of the HUC electric utility system and from other funds
thereof legally available therefore and shall be in addition to and not in substitution
for any other payments whether on account of dues or otherwise owed by HUC to
MRES. The obligation of HUC to make such payments for electric power and
energy and furnished pursuant to this Agreement shall not be subject to any rights of
setoff, recoupment or counterclaim which HUC shall otherwise have against MRES;
provided, however, that nothing contained herein shall be construed to prevent or
restrict HUC from asserting any rights which it may have against MRES under this
Agreement or under any provision of law, including the institution of legal
proceedings for specific performance or recovery of damages.
2.1.2 As soon as practicable after any revision of any of the charges or rates in
Article 1, MRES shall cause written notice to be provided to HUC with the effective
date thereof not less than thirty days after the date of the notice.
rd
2.2 HUC Covenants:
2.2.1 HUC agrees to maintain rates for electric power and energy to its
consumers which shall provide to HUC revenues sufficient to meet its obligations to
MRES under this Agreement and to pay all other obligations payable from, or
constituting a charge or lien on, such revenues.
2.2.2 HUC shall not contract to sell at wholesale any of the electric power and
energy delivered to it hereunder to any of its customers for resale by those
customers, unless such resale is specifically approved in writing by MRES and
Western Minnesota which approval shall not unreasonably be withheld; provided,
however, that if HUC's native load is less than the Contract Quantity, then HUC may
sell that difference between its native load and the Contract Quantity into the MISO
real -time or day -ahead market or their equivalent.
2.2.3 HUC shall not take any action to transfer either its distribution facilities or
control over its electric distribution functions or take any other action having the
same effect without (a) notifying MRES at least 90 days before formally committing
to the action, and (b) taking such action strictly in conformance with the provisions
of the Assignments section below.
2.2.4 HUC shall remain a Market Participant member, or its equivalent, of MISO
throughout the duration of this Agreement.
2.3 Billing and Payment:
2.3.1 MRES shall bill HUC by the fifth working day of each month for electric
power and energy, and MISO Charges furnished hereunder. Such bill shall be paid
for at the office of MRES in Sioux Falls, South Dakota, or at such other location that
MRES may designate, monthly, within fifteen days after the postmark of the bill,
such bill to be provided to HUC monthly on a prompt and timely basis. If said
fifteenth day is a Sunday or a legal holiday in the state in which HUC is located, the
next following business day shall be the last day on which payment may be made
without the addition of the delayed payment charge. A delayed payment charge of
five percent may be imposed on the unpaid balance of any amount due and owing
after the date when such amount is due. All payments shall be made by Automated
Clearing House (ACH) as initiated by MRES. MRES may, whenever any amount
due remains unpaid after the due date and after giving 15 days advance notice in
writing of its intention to do so, discontinue service hereunder or take all steps
available to it under applicable law to collect such amount and all subsequent
payments which shall have become due or both. MRES may, whenever any amount
due remains unpaid for 120 or more days after the due date and after giving 30 days'
advance notice in writing of its intention to do so, terminate this Agreement. No
such discontinuance or termination shall relieve HUC from liability for payment for
the commodity or services furnished.
2.3.2 Upon request from HUC, MRES shall provide reasonable back -up
information to support the monthly bill. In the event HUC desires to dispute all or
any part of a bill, it shall nevertheless pay the full amount of the bill when due and,
within 60 days from the date of the bill, notify MRES in writing of the grounds on
which any charges in the bill are disputed and the amount in dispute. HUC will not
5
be entitled to any adjustment on account of any disputed charges which are not
brought to the attention of MRES within the time and in the manner herein specified.
2.4 Uncontrollable Forces: Neither MRES nor HUC shall be considered to be in default
in respect to any obligation (other than the obligation of HUC to pay for Contract
Quantity) if prevented from fulfilling such obligations by reason of uncontrollable
forces, the term uncontrollable forces being deemed for the purposes of this
Agreement to mean any cause beyond the control of the Party affected, including but
not limited to, failure of facilities, flood, earthquake, storm, lightning, fire, epidemic,
pestilence, war, riot, civil disturbance, labor disturbance sabotage, and restraint by
court or public authority, which by due diligence and foresight such Party could not
reasonably have been expected to avoid. Either Party rendered unable to fulfill any
obligation by reason of uncontrollable forces shall exercise due diligence to remove
such inability with all reasonable dispatch
2.5 Assignments: All covenants and agreements contained in this Agreement shall
inure to the benefit of the Parties and their respective successors and assigns;
provided, however, that, except as provided below, no Party may transfer or assign
its interests or rights under this Agreement except that:
2.5.1 A Parry may transfer or assign its interests or rights or the assignment of the
security interest therein to any trustee or secured parry, as security for bonds or other
indebtedness, present or future, and such trustee or secured party may, if so
empowered, sell or otherwise realize upon such security in foreclosure or other
suitable proceedings, possess or take control thereof or cause a receiver to be
appointed with respect thereto and otherwise succeed to all interests and rights of the
Party making the assignment; and
2.5.2 In the case of a proposed transfer either to any entity acquiring all or
substantially all of the property of the Party making the transfer, or to any entity into
which or with which the Party making the transfer may be merged or consolidated,
the Party proposing the transfer shall give all other Parties written notice at least
ninety (90) days prior to the date such transfer or assignment is scheduled to occur
and must obtain the prior written consent of the other Parties hereto, which consent
shall not be unreasonably withheld, it being understood that it would be reasonable
for a Parry to withhold such consent if such transfer or assignment would (a) reduce
the total amount of electric power or energy being sold hereunder; (b) be to a party
with senior debt, if any, not rated in one of three highest whole rating categories by
at least one nationally recognized bond rating agency; (c) adversely affect the value
of this Agreement as security for the payment of bonds and interest thereon; or (d)
affect (either alone or in conjunction with any other actions by any other
municipality to which MRES sells power and energy under a long term arrangement
such as the S -1 Agreement) the eligibility of interest on bonds of MRES or Western
Minnesota (whether then outstanding or thereafter to be issued) for Federal tax -
exempt status. In making the determination required by clause (d) above, MRES and
Western Minnesota may rely upon an opinion of a nationally recognized bond
counsel as to the effect of any such transfer or assignment on the Federal tax- exempt
status of any bonds (whether then outstanding or thereafter to be issued), as that
9
status is governed by the Federal income tax laws, as amended from time to time,
including but not limited to, Section 141 of the Internal Revenue Code of 1986, as
amended, and the Treasury Regulations or any rulings promulgated there under or as
affected by a decision of any court of competent jurisdiction (collectively, the "Tax
Laws "). Within sixty (60) days after receipt of a notice from HUC requesting a
transfer or assignment, MRES and Western Minnesota shall advise HUC as to
whether, in the opinion of a nationally recognized bond counsel, the transfer or
assignment would affect the eligibility of interest on bonds for Federal tax- exempt
status as described in clause (d) above. In the event that allocations (including, but
not limited to allocations relating to private use issues) are necessary under the Tax
Laws to determine whether entering into any such transfer or assignment affects the
eligibility of interest on bonds for Federal tax- exempt status as described in clause
(d) above, MRES and Western Minnesota shall make such allocations, in their sole
discretion, after receipt of an opinion of a nationally recognized bond counsel.
2.5.3 Notwithstanding anything in this Section to the contrary, HUC may transfer
or assign this Agreement if it affects the eligibility of interest on bonds for Federal
tax- exempt status as described in clause (d) if, but only if, the transferee enters into
an agreement in form and substance satisfactory to MRES and Western Minnesota
providing that the transferee will bear and pay any and all increased costs allocated
to it resulting from the use by MRES or Western Minnesota of borrowed or other
funds that are not derived from the proceeds of tax- exempt debt ( "Non -Tax Exempt
Funds "). MRES and Western Minnesota, in their sole discretion, after receipt of an
opinion of a nationally recognized bond counsel, shall allocate on a reasonable basis
the increased costs associated with the use of such Non -Tax Exempt Funds to any
such transferee and shall determine the terms and conditions upon which the
transferee shall pay such increased costs. Any such agreement shall contain such
other terms and provisions as MRES and Western Minnesota reasonably deem
necessary in order to preserve the Federal tax- exempt status of any borrowed funds
not intended by MRES or Western Minnesota to be issued as debt which is not
excludable from gross income for Federal income tax purposes.
2.5.4 In connection with any such proposed transfer or assignment under this
Section, various opinions are required to be delivered by a nationally recognized
bond counsel. Such counsel or counsels shall be chosen by MRES and Western
Minnesota and the cost of such counsel or counsels shall be borne by the Parry
requesting the transfer or assignment. Any of the opinions required under this
Section may be delivered in one or more opinions.
2.5.5 No assignment or transfer of this Agreement shall relieve the Parties of any
obligation hereunder, unless specifically agreed to in writing by the Parties.
2.6 Amendment: Except as provided for expressly herein, neither this Agreement nor
any terms hereof may be terminated, amended, supplemented, waived or modified
except by an instrument in writing executed by all Parties.
2.7 Representations and Warranties: Each Party represents and warrants, as of the date
of this Agreement, the following:
2.7.1 It is, as applicable, an agency, municipal corporation and political
subdivision, duly organized validly existing and in good standing under the laws of
7
the State of its formation and authorized to conduct business in its state of
organization and the States in which it does business;
2.7.2 It has the power and authority to enter into, execute and perform this
Agreement;
2.7.3 There are no bankruptcy, insolvency, reorganization, or receiverships
pending or being contemplated by it or, to its knowledge, threatened against it; and
2.7.4 To its knowledge, there are no actions, proceedings, judgments, or rulings,
issued by or pending before any court or other governmental body, with applicable
jurisdiction, that would materially adversely affect its ability to perform its
obligations under this Agreement.
2.8 Opinion: Upon the execution and delivery of this Agreement, HUC shall furnish
MRES with an opinion by an attorney or firm of attorneys qualified to practice in the
State of Minnesota to the effect that:
2.8.1 HUC is a municipal corporation duly created and validly existing pursuant
to the Constitution and statutes of the State of Minnesota;
2.8.2 HUC has full legal right and authority to enter into this Agreement and to
carry out its obligations hereunder; and
2.8.3 HUC has approved this Agreement and its execution and delivery, and this
Agreement has been duly executed by the appropriate officer of HUC and constitutes
the legal, valid, and binding obligation of HUC enforceable in accordance with its
terms.
2.9 Notices: Any notice, demand or request required or authorized by this Agreement
shall be deemed properly given if mailed, postage prepaid, to MRES at its principal
place of business at P.O. Box 88920, Sioux Falls, SD 57109 -8920, to HUC at 225
Michigan Street, SE, Hutchinson, Minnesota 55350 -1940 and to Western Minnesota
at 25 NW 2nd Street, Suite 102, Ortonville, Minnesota 56278 -0357. The foregoing
addresses may be changed at any time by similar notice.
2.10 Waivers: Any waiver at any time by any Party hereto of its rights with respect to a
default or any other matter arising in connection with this Agreement shall not be
deemed to be a waiver with respect to any subsequent default or matter.
2.11 Severability: In the event that any of the terms, covenants or conditions of this
Agreement, or the application of any such term, covenant or condition, shall be held
invalid as to any person or circumstance by any court having jurisdiction under the
circumstances, the remainder of this Agreement, and the application of its terms,
covenants or conditions to such persons or circumstances shall not be affected
thereby.
2.12 Dispute Resolution:
2.12.1 The Parties shall attempt in good faith to resolve any dispute arising out of
or relating to this Agreement through negotiation between representatives who have
authority to resolve the matter.
2.12.2 Any Party may give written notice to the other Parties of any dispute not
resolved in the normal course of business. Within fourteen (14) days following
8
delivery of the notice (or a date mutually agreed by the Parties), representatives of
each Party with settlement authority shall meet in person at a mutually acceptable
time and place and confer in good faith to resolve the dispute, and thereafter as often
as they reasonably deem necessary to attempt to resolve the dispute. All reasonable
requests for information made by a Party to another Party will be honored.
2.12.3 If a dispute has not been resolved within thirty (30) days of the original
dispute notice, then the Parties shall submit their dispute to mediation. If the dispute
is not resolved by mediation within 60 days after the submission to mediation, the
Parties may invoke their legal remedies available at law. The mediation may be
continued beyond the original 60 days by agreement of the Parties.
2.13 Governing law: This Agreement shall be governed by the laws of the state of
Minnesota.
The Parties have caused this Agreement to be executed as of the day, month and
year first written above.
MISSOURI BASIN MUNICIPAL POWER AGENCY
d/b /a MISSOURI RIVER ENERGY SERVICES
By Date:
Harold Schiebout
Chairman of the Board
HUTCHINSON UTILITIES COMMISSION
By: Q�� gaa,
Name: ]�,,' k, F [30
Title: .CPti£ sj� ee' L-
Date:
,,;,
WESTERN MINNESOTA MUNICIPAL POWER AGENCY
By: �Lt�t -c Date: a ! 3 a G! y
Curt Punt
President
D
HUC POWER SALE AGREEMENT
EXHIBIT A
HUC 2010 MISO CHARGES: CONGESTION AND LOSSES
Section 1. DEFINITIONS
1.1 "MIA" shall mean the MISO Market Implementation Agreement.
1.2 "Power Sale Agreement" shall mean the HUC Power Sale Agreement (PSA) entered
into among MRES, HUC and WMMPA.
Section 2. SERVICES PROVIDED BY MRES
In exchange for MRES paying for the MISO Market congestion and losses on the Contract
Quantity at the GRE.HUC Node, MRES shall bill HUC for Congestion Charges and MISO
Market Losses under the PSA according to the following method:
2.1 Congestion Charges: HUC shall pay MRES for congestion costs on the MRES energy
portion of the Contract Quantity. The 2010 Congestion Charge is $0.0001 per kWh.
In future years, this rate shall be equivalent to the rate for MISO market services as
paid by any MRES Member under an S -1 Agreement that has executed an MIA and is
located in the MISO footprint.
2.2 MISO Market Losses: HUC shall pay MRES for MISO Market Losses on MRES
Contract Quantity by multiplying the MISO Market Loss percentage times the
appropriate demand and energy quantities. For calendar year 2010, the MISO Market
Losses are 3.3 %. The MISO Market Loss percent in subsequent years will be that
charged pursuant to the MIA and will be the same percentage as paid by any MRES
Member under an S -1 Agreement that has executed an MIA and is located in the
MISO footprint.
Section 3. BILLING AND PAYMENT
The MISO Charges for HUC are subject to the terms and conditions specified in the PSA.
ELECTRIC SERVICE TERRITORY AGREEMENT
This agreement ( "Agreement "), made and entered into theL$ day of
2010 by and between the City of Hutchinson, a municipal corporation duly organized
and existing under the laws of the State of Minnesota, by its Hutchinson Utilities
Commission (the "City ") and McLeod Cooperative Power Association, a rural electric
cooperative organized and existing under the laws of the State of Minnesota (the
"Cooperative "), individually or collectively referred to as a "Party" or "Parties."
WHEREAS, the laws of the State of Minnesota, namely Minnesota Statutes §§
216B.37- 216B.47, provide the terms and conditions under which the City may extend
retail electric service throughout the corporate limits of the City, as well as authorize and
permit electric utilities to define and revise their electric service territories by their written
consent and agreement;
WHEREAS, from time to time the City may complete annexations of areas
located within the electric service territory assigned to the Cooperative and the City
seeks to provide exclusive electric service to such areas;
WHEREAS, the Parties have negotiated a mutual settlement and wish to avoid
litigation regarding compensation for such electric service territory matters; and
WHEREAS, the Parties desire stability and reliability of service to the Parties'
customers, as well as long -term planning for resources, power supply, and customer
service; and
WHEREAS, by entering this Agreement the Parties desire to continue the
successful and cooperative relationship between the utilities, to conduct prudent utility
planning and practices, to focus on areas of mutual interest, and to better serve and
benefit the Parties' customers and the region in general.
I
NOW, THEREFORE in consideration of the premises and of the mutual
covenants contained herein, the Parties agree as follows:
Article I: Transfer of Electric Service Territory Rights
1.1 From time to time during the term of this Agreement, the City may (1)
extend its corporate boundaries through annexation, consolidation, incorporation,
merger, or other lawful addition (collectively "Annexation "), or (2) extend its assigned
electric service territory within its existing corporate boundaries ( "Extension "). If the
area that is the subject of the Annexation or Extension (the "Affected Area ") is located
within the assigned electric service territory of the Cooperative, the date of transfer
specified in Sections 1.2 and 1.3 below (collectively, the "Transfer Date ") shall govern.
1.2 The exclusive right and obligation to provide electric service to any
Affected Area that is the subject of an Annexation shall transfer to the City effective on
the date that the City sends written notice to the Cooperative that the City will serve the
Affected Area after the Annexation has been completed.
1.3 The exclusive right and obligation to provide electric service to any
Affected Area that is the subject of an Extension shall transfer to the City effective
ninety (90) days after the date on which the City provides written notice of the Extension
to the Cooperative, or on a date mutually agreed by the Parties.
1.4 To avoid duplication of facilities and to consider the impact on affected
customers, the Parties may mutually agree in writing in particular circumstances to a
service -by- exception or other arrangement other than the Transfer Date specified in
Sections 1.2 and 1.3 above.
OA
Article II: Settlement Payments
As settlement payment and in consideration of the covenants, releases and
representations made by the Cooperative herein, City agrees to make the following
payments to the Cooperative:
2.1 Facilities Costs. If the Cooperative has electric distribution facilities in the
Affected Area, that will no longer be used and useful to the Cooperative upon transfer to
the City, the City shall pay the original cost of such facilities, less depreciation through
the Transfer Date, based on generally accepted accounting principles. Before installing
new distribution facilities in areas likely to be transferred to the City under this
Agreement, the Cooperative shall confer and cooperate with the City so that
unnecessary duplication or removal of facilities may be avoided to the extent
practicable.
2.2 Integration Expenses. If the City acquires Cooperative electric distribution
facilities under Section 2.1, the City shall pay the Cooperative for reasonable,
identifiable expenses to integrate the Cooperative's pre- existing distribution facilities into
the Cooperative's remaining distribution system considering system reliability and
continuity to remaining customers.
2.3 Loss -of- Revenue Payments. Subject to Sections 2.4, 2.5, and 2.6, the
City shall annually pay the Cooperative an amount equal to the result of multiplying one-
and one -half cents ($0.015) times each kilowatt hour of electric energy sold by the City
to each third party to whom the City provides retail electric service in the Affected Areas
and for the periods specified below:
3
(a) For third -party customers who were already receiving service from the
Cooperative on the Transfer Date, the City's payment shall be for a period of ten (10)
years commencing on the Transfer Date.
(b) For third -party customers who begin receiving their initial service after the
Transfer Date, the City's payment for the entire Affected Area shall be for a period of ten
(10) years commencing on the date that the City first provides retail electric service to a
point of service within the Affected Area with an annual electric usage of 6,000 kilowatt
hours or greater, but excluding street lighting.
2.4 Municipal Development. Consistent with Sections 1.1, 1.2, and 1.3 and
notwithstanding Section 2.3, for an Affected Area that the City owns or acquires at the
City's cost or risk and develops by installing or replacing utility facilities or streets, the
loss -of- revenue rate shall be one cent ($0.01) times each kilowatt hour of electric
energy sold by the City to each third party customer to whom the City provides retail
electric service for a period of ten (10) years, provided, however, that the City's
payments shall be capped at a total lifetime of two hundred fifty thousand (250,000)
kilowatt hours of usage per customer in that Affected Area.
2.5 Large Customer. Notwithstanding 2.3, the City shall pay loss -of-
revenue pursuant to Section 2.3 for only the first fifteen million (15,000,000) kilowatt
hours of usage by a customer per year. Thereafter, the City will pay 7.5 mills ($.0075)
times each kilowatt-hour of energy sold to that customer that exceeds 15,000,000
kilowatt hours per year. This Section 2.5 does not apply to a large customer located in
an Affected Area under Section 2.4.
4
2.6 Municipal Facilities. The loss -of- revenue payments under this Article 2
shall not apply to future facilities owned by the City for providing City services, including,
but not limited to, streetlights.
2.7 Payment. The City shall make payments under Sections 2.1 and 2.2
within 60 days after receiving a statement from the Cooperative for such costs. The
calculation of any other amount due under this Article 2 shall be made for the period
concluding on December 31St of each year under consideration and payment of the
annual amount so determined will be made by the City by February 15th of the following
year. The City's sales shall be calculated on the basis of its meter readings, as made in
the ordinary course of its utility business. With its annual payment, the City shall
provide a written report to the Cooperative, certified as true and correct by the General
Manager of the City, summarizing for each Affected Area, the kilowatt hours sold by the
City and the basis for the calculation of the compensation due the Cooperative.
The City shall also provide the Cooperative copies of such additional supporting
data as the Cooperative may reasonably request, at the Cooperative's expense,
including metering data that reflects kilowatt hours sold but, pursuant to Minn. Stat. §
13.685, may not contain any data that could identify any customer (e.g., by name,
address, phone, or social security number). Except as provided in this Article 2, no
other payments shall be due for the transfer of the Affected Areas under the terms of
this Agreement. Any dispute concerning amounts due under this Article 2 shall be
governed by Article 7 of this Agreement.
6
�
Article 3: Filings
3.1 Promptly after the execution of this Agreement, the Cooperative consents
and authorizes and the City agrees that City shall file the Agreement with the Minnesota
Public Utilities Commission ( "MPUC ")
3.2 In the event of a transfer of any electric service rights pursuant to Article 1,
the Cooperative consents and authorizes and the City agrees that City shall file the
Parties' joint request, under Minn. Stat. § 2166.39, subd. 3, legally describing and
depicting the Affected Area, that the MPUC modify the service territory boundary and
recognize the service territory transfer. Notice and a copy thereof shall be provided by
the City to the Cooperative not less than ten (10) days before filing with the MPUC.
Unless required more often by law, the City may make such filings on an annual basis.
If the service territory boundary modification procedure described in this Section 3.2
materially changes in the law, the Parties will follow the process provided by law.
3.3 If the MPUC or the Office of Energy Security raises any question or
challenges any provision of this Agreement, a service territory transfer contemplated
under this Agreement, or the due performance thereof, the Parties shall each, at their
own expense, exercise any and all lawful efforts reasonable and necessary to respond
to said questions and to assure the transfer of service territory. If for any reason the
MPUC refuses to recognize any service territory transfer described in Article 1, the
Cooperative shall return any payments made by the City pursuant to Article 2, upon
demand by the City.
3.4 The Parties agree that Cooperative indebtedness to the Rural Utilities
Services or any other Cooperative lender or party (collectively "RUS ") shall not prevent
the Parties performing under this Agreement. To the extent that approval of RUS may
6
be necessary for completing the transfer of service rights under this Agreement,
including release of any lien on physical facilities to be transferred to the City, the
Cooperative shall promptly seek such approval, exercising all reasonable efforts and
due diligence. To the extent that RUS delays, denies, or objects to the Parties
performing under this Agreement, the Cooperative will use its best efforts to resolve any
such issues, with the cooperation of the City.
Article 4: Representations and Warranties
4.1 The City and the Cooperative hereby mutually represent and warrant,
each to the other, as follows:
(a) Each is duly organized and existing in good standing under the laws of the
State of Minnesota and each has all requisite power and authority to own, lease and
operate its electric service facilities;
(b) Each has the power and authority to execute, deliver and carry out the
terms and provisions of this Agreement and has taken all the necessary corporate
action to authorize the execution, delivery and performance of this Agreement; and
(c) This Agreement constitutes a valid and binding obligation of each Party
enforceable in accordance with its terms.
Article 5: Mutual Waiver and Release of Claims
5.1 The Parties do hereby each unconditionally release and waive any and all
claims, known or unknown, which they may now have or have in the future arising from
any action or omission of the Parties or any fact or circumstance first occurring prior to
the date hereof, whether or not continuing in nature, which relate to or arise from the
right of either Party to provide electric service to any particular third party, area, facility
or site by reason of the electric service territory laws of the State of Minnesota, now or
hereafter in effect, or any prior agreement of the parties, oral or written. Provided,
however, the foregoing provisions of this Article 5 do not waive or release any claim
either party may have for any breach of any covenants or any misrepresentations
contained in this Agreement.
5.2 The City does hereby agree to indemnify and hold harmless the
Cooperative from all costs and damages arising from each and every claim made by
any third party against the Cooperative arising from or related to the transactions
described or contemplated by this Agreement, including the reasonable costs and fees
of legal counsel incurred in the defense thereof.
5.3 The Cooperative does hereby agree to indemnify and hold harmless the
City from all costs and damages arising from each and every claim made by any third
party against the City arising from or related to the transactions described or
contemplated by this Agreement, including the reasonable costs and fees of legal
counsel incurred in the defense thereof. Any facilities that the City acquires from the
Cooperative under this Agreement, however, shall be acquired on an AS IS basis.
Article 6: Term and Scope of Agreement
6.1 The initial term of this Agreement shall be a period of ten (10) years from
the date that the Agreement has been signed by both of the Parties and thereafter shall
automatically renew for additional two (2) year terms. Provided, however, that after the
initial term has expired, either Party may provide advance written notice to the other
Party of its intention to terminate ( "Notice "), with such termination effective six (6)
months after the date of the Notice.
6.2 This Agreement (including exhibits hereto) constitutes the entire
Agreement and, with respect to the specific subject matter hereof, supersedes all prior
8
agreements and understandings, oral and written, between the Parties hereto. In
particular, the Parties acknowledge that they have entered a Settlement Agreement
dated June 7, 1994 (the "Earlier Agreement'), and the Parties acknowledge and agree
that this Agreement supersedes their Earlier Agreement.
6:3 This Agreement shall apply to and govern all Affected Areas that were the
subject of an Annexation or Extension by the City from the termination date of the
Earlier Agreement until the date that both Parties signed this Agreement, including the
Affected Areas through April 1, 2010 described on Exhibit A; provided, however, that the
Parties acknowledge and agree that for the developments described on Exhibit B, which
the Parties have historically treated as if under the Earlier Agreement, the compensation
terms and conditions of the Earlier Agreement shall continue to apply.
6.4 The Parties acknowledge that this Agreement is the result of arms length
negotiations between the Parties, each taking into consideration the costs and risks of
litigation otherwise required to resolve the matters addressed in this Agreement. This
Agreement does not reflect the position of either Party as to the appropriate application
of the law determining electric service territory rights or compensation in such matters.
For any future electric service territory matters between the Parties not governed by this
Agreement, the Agreement shall not act as precedent in the determination of
compensation, if any be due.
Article 7: Alternative Dispute Resolution
7.1 In the event that a dispute arises between the Parties as to the
interpretation or performance of this Agreement, then upon written request of either
Party, representatives with settlement authority for each Party shall meet in person and
confer in good faith to resolve the dispute. If the Parties are unable to resolve the
E
dispute, they shall make every effort to settle the dispute through mediation or other
alternative dispute resolution methods. If the Parties are unable to resolve the dispute
through these methods, either Party may commence an action in the District Court for
the county in which the service territory is located. The Transfer Date is not affected by
any dispute or action to determine compensation.
Article 8: General Terms and Conditions
8.1 Any notice permitted or required by this Agreement shall be made in
writing by letter, electronic mail, personal service, facsimile, or other documentary form
and shall be deemed given upon actual receipt by the Party to which such notice is
given.
8.2 This Agreement will inure to the benefit of the Parties hereto and shall be
binding on them and their respective legal representatives, successors and assigns.
Provided, however, neither Party hereto may assign any of its rights herein to any
person without the prior written consent of the other Party.
8.3 Each of the Parties acknowledges that the adjustment of electric service
territory boundaries provided for herein is unique in that neither Party will have an
adequate remedy at law if the other Party fails to perform any of its obligations
hereunder. In such event, either Party shall have the right, in addition to any other
rights it may have, to petition for and obtain specific performance of this Agreement in
the District Court for the county in which the service territory is located.
8.4 This Agreement may be amended only in writing.
8.5 Headings are for convenience and are not a part of this Agreement.
10
8.6 This Agreement may be executed in counterpart copies by the Parties and
each counterpart, when taken together with the other, shall be deemed one and the
same executed Settlement Agreement.
8.7 By executing this Agreement, the Parties acknowledge that they: (a) enter
into this Agreement knowingly, voluntarily and freely; (b) have had an opportunity to
consult an attorney before signing this Agreement; and (c) have not relied upon any
representation or statement not set forth herein.
IN WITNESS WHEREOF, the Parties have caused this Agreement to be duly
executed as of the date first above written.
MCLEOD COOPERATIVE POWER ASSOCIATION
By
Its
and
By
Its
CITY OF HUTCHINSON
... I .
and
airman, Hutchinson Utilities Commission
By ., ._ 7 Zo /�
General Manager, Hutchinson Utilities Co mission
11
ELECTRIC SERVICE TERRITORY AGREEMENT
EXHIBIT A
AREAS SUBJECT TO 2010 AGREEMENT
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EXEMPT HANDBOO
Sick Leave
Sick leave may be granted only for absence from duty because of personal illness, or, after
completion of probationary period, for the illness of an immediate family member on the same
terms the employee is able to use sick leave benefits for the employee's own illness, including
appointments for necessary medical, dental or eye care, legal quarantine, or brief emergency
situation (not to exceed one day) in the immediate family. Requests for sick leave consideration
in case of other emergency situations may be brought to the Director. In addition, a maximum of
five days sick leave may be allowed when necessary in the case of death in the immediate
family.
Effective January 1, 2004 sick leave shall be granted to all probationary and non - probationary
employees. For full -time exempt employees, sick leave shall be granted according to the
following schedule:
1. Sick leave shall accrue at eight hours per month, up to a maximum of 720 hours. After
the accumulation of 720 hours, a payback of one -third of the amount over 720 hours will
be made annually on or about February 1. No further payment will be made on
termination of employment.
2. On retirement or upon death before retirement, a payback of one -third of the amount over
240 hours will be made. If the employee resigns or is dismissed, the above payment shall
not be made. In case of death during employment, the unused sick leave shall be paid to
his estate on the same ratio as above.
3. Any employee who is determined to be eligible for workers compensation benefits during
absence from duty will receive such benefits in lieu of a portion of the sick leave benefit
for the first 120 days of absence from duty.
To be eligible for sick leave with pay, an employee shall report as soon as possible to the
Director, Manager or Supervisor the reason for the absence and keep them informed of the
condition. An employee may be required to submit a medical certificate for any sick leave, at the
discretion of the Director, Manager or Supervisor. Using or claiming sick leave for a purpose not
authorized in this section may be cause for disciplinary action.
For the purpose of accumulating additional vacation or sick leave, an employee using earned
vacation or sick leave is considered to be working.
Employees, who are injured while engaged in after hours' employment of others or while self -
employed, shall not be covered under the Utility's Sick Leave Policy outlined.
SICK LEAVE (EXEMPT)
1. Sick leave shall be granted to all probationary and non - probationary employees at a rate of
eight (8) hours per month.
2. Sick leave maybe granted for absence from duty because of personal illness, or, after
completion of probationary period, for the illness of an immediate family member on the same
terms the employee is able to use sick leave benefits for their own illness, including
appointments for necessary medical, dental or eye care, legal quarantine, or brief emergency
situation (not to exceed one day) in the immediate family.
3. Sick leave cannot be accumulated beyond 720 hours. After the accumulation of 720 hours,
a payback of one -third of the amount over 720 hours will be made annually on or about
February 1.
4. On retirement or upon death before retirement, a payback of one -third of the amount over 240
hours will be made. If the employee resigns or is dismissed, the above payment shall not be
made. In case of death during employment, the unused sick leave will be paid to his /her estate
on the same ratio as above.
S. Requests for sick leave consideration in case of other emergency situations may be brought to
the Director.
6. A maximum of five days sick leave may be allowed when necessary in the case of death in the
immediate family.
7. If an employee becomes ill and must stay home from work, he /she shall notify their Director,
Manager or Supervisor before their work day begins.
8. If an employee becomes ill during his /her regular workday, they shall notify their Director,
Manager or Supervisor that it is necessary to leave due to illness.
9. Employees may be required to submit a medical certificate for any sick leave, at the discretion
of the Director, Manager or Supervisor.
10. The use or claim of sick leave for a purpose not authorized may be cause for disciplinary action.
11. For the purpose of accumulating additional vacation or sick leave, an employee using earned
vacation or sick leave is considered to be in a paid or working status.
12. Employees that are injured while engaged in after hours' employment of others or while self
employed, shall not be covered under the Utility's Sick Leave Policy, or Worker's Compensation
benefits.
13. An employee who is determined to be eligible for workers compensation benefits during
absence from duty will receive such benefits pursuant to Section entitled "Worker's
Compensation" in Exempt Employee Handbook.
14. The Employer shall comply with the Family and Medical Leave Act, the Minnesota Parental
Leave Act and the Americans with Disabilities Act.