9-21-26 City Council Packet

CITY OF MENOMONIE COUNCIL MEETING AGENDA Menomonie City Hall 800 Wilson Avenue 1st Floor, City Council Chambers 7:00 pm MONDAY – September 21, 2026 Page 1 of 2 Pledge of Allegiance 1. Roll Call 2. Approval of Minutes a) September 8, 2026 Regular City Council Meeting b) September 15, 2026 Special City Council Meeting 3. Public Comments (agenda items only). 4. New Business: a) Selection of Preferred Developer for Affordable Housing Development Project – discussion and possible action. b) Resolution 2026-26, a Resolution Creating an Ad-Hoc Housing Committee – discussion and possible action. c) Special Event Application from Hostetter Pub, LLC for Tailgate Party in Lot 7 on Saturday October 10, 2026 – discussion and possible action. d) Special Event Application from UW -Stout Polytechnic for Soapbox Derby on 10 th Avenue East on Monday October 12, 2026 – discussion and possible action. e) Special Event Application from UW-Stout Polytechnic for Homecoming Parade on 10th Avenue East, Broadway Street South, Main Street East, 4th Street East, Wilson Avenue East, and 3rd Street East on Saturday October 17, 2026 – discussion and possible action. f) Sale/Disposal of Surplus Scoreboards – discussion and possible action. 5. Budget Transfers 6. Mayor’s Report: a) Mayoral Proclamation celebrating the Moose Lodge’s 100 th year anniversary on October 1, 2026. 7. Communications and Miscellaneous Business 8. Claims 9. Licenses: a) Normal license list – discussion and possible action Page 2 of 2 10. Closed Session: a) Motion to convene in closed session under Wisconsin Statutes 19.85 (1)(g), for the purpose of conferring with legal counsel for the governmental body who is rendering oral or written advice concerning strategy to be adopted by the body with respect to litigation in which it is or is likely to become involved. A.1. Discuss Notice of Claim of Julie Stelter. 11. Return to Open a) Motion to reconvene in open session under Wisconsin Statutes 19.85 (2). b) City may take action on items under discussion in closed session and/or report action taken in closed session, if any. B.1. Notice of Claim of Julie Stelter – Discussion and possible action. 12. Adjourn “PUBLIC ACCESS” NOTE: Members of the public may view City Council meetings via Zoom Teleconference / Video Conference or over the internet by going to https://zoom.us/join (URL for Zoom meeting), or by calling 1 312 626 6799. The Access Code for the meeting is 874 0792 2687. Please note this is for viewing purposes ONLY . If you wish to participate, you must appear in person at the meeting. NOTE: Upon reasonable notice, efforts will be made to accommodate the needs of individuals with disabilities. For additional information or to request the service, contact the City Clerk or the City Administrator at 715-232-2221. CITY OF MENOMONIE COUNCIL MEETING STAFF COMMENTS Monday – September 21, 2026 Page 1 of 4 2. Approval of Minutes: a) Draft minutes from the City Council Meeting s on September 8 and September 15, 2026, are enclosed. If the Council concurs, the appropriate motion would be Approve the Minutes from the September 8 and September 15, 2026, City Council Meetings (simple majority vote). 4. New Business: a) Enclosed is a memorandum regarding the selection of a preferred developer for the Affordable Housing Development project on Nicholas Drive. City Administrator Atkinson and Public Works Director Schofield will present the memorandum and answer any questions the City Council might have. If the City Council concurs, the appropriate motion would be Select Capital Investment Partners, LLC as the preferred developer for the Affordable Multiple Family Residential Housing Development on Nicholas Drive and direct City Staff to begin negotiations for an option agreement with them (simple majority vote). b) Enclosed is proposed Resolution 2026 -26, a Resolution Creating an Ad-Hoc Housing Committee. City Administrator Atkinson will p resent the proposed resolution and answer any questions the City Council might have. If the Council concurs, the appropriate motion would be Adopt Resolution 2026- 26, a Resolution Creating an Ad -Hoc Housing Committee , as presented (simple majority vote). CITY OF MENOMONIE COUNCIL MEETING STAFF COMMENTS Monday – September 21, 2026 Page 2 of 4 c) Enclosed is Special Event Application from Hostetter Pub, LLC for a Tailgate Party in Lot 7 on Saturday October 10, 2026 . This event was held in 2025 with no issues. If the City Council concurs, the appropriate motion would be Approve the Special Event Application from Hostetter Pub, LLC for a Tailgate Party in Lot 7 on Saturday October 10, 2026, as presented, on the condition that all alcohol sales must occur within the existing p remises (simple majority vote). d) Enclosed is Special Event Application from UW-Stout Polytechnic for a Soapbox Derby on 10th Avenue East from 6th Street East to 4th Street East on Monday October 12, 2026 . This event has been held in p revious years on Wilson Avenue West (near Brewery Nonic) with no issues but needed to be relocated due the WisDOT detour route. If the City Council concurs, the appropriate motion would be Approve the Special Event Application from UW-Stout Polytechnic for a Soapbox Derby on 10th Avenue East on Monday October 12, 2026, as presented (simple majority vote). e) Enclosed is Special Event Application from UW-Stout Polytechnic for a Homecoming Parade on 10 th Avenue East , Broadway Street South, Main Street East, 4th Street East, Wilson Street East and 3rd Street East on Saturday October 17, 2026. This event has been held in previous years with no issues. If the City Council concurs, the appropriate motion would be Approve the Special Event Application from UW-Stout Polytechnic for a Homecoming Parade on 10th Avenue East, Broadway Street South, Main Street East, 4th Street East, Wilson Street East and 3rd Street East on Saturday October 17, 2026, as presented (simple majority vote). f) Enclosed is a memorandum regarding the sale and/or disposal of surplus scoreboards from Wakanda Park. Recreation Manager Stai and Director of Public Works Schofield will present the m emorandum and answer any questions the City Council might have. If the City Council concurs , the appropriate motion would be Approve the sale or disposal o f surpl us scoreboards, as presented (simple majority vote). CITY OF MENOMONIE COUNCIL MEETING STAFF COMMENTS Monday – September 21, 2026 Page 3 of 4 5. Budget Transfers As of this writing, no budget transfer requests have been received. If additional budget transfer requests are received , they will be distributed before the meeting. In that case, the appropriate motion would be Approve the Revised Budget Transfers, as presented (roll call vote). 6. Mayor’s Report The Mayor has issued a Proclamation celebrating the Moose Lodge’s 100th year anniversary on October 1, 2026. 8. Claims The Claims list is enclosed in the packet. If the City Council supports paying the claims, the appropriate motion would be Approve the Claims List, as presented (roll call). If any additional claims are identified, a revised list will be distributed before the meeting. In that case, the appropriate motion would be Approve the Revised Claims List, as presented (roll call). CITY OF MENOMONIE COUNCIL MEETING STAFF COMMENTS Monday – September 21, 2026 Page 4 of 4 9. Licenses a) The normal license list is enclosed in the packet. If the City Council concurs, the appropriate motion would be Approved the Normal License List, as presented (simple majority). If any additional license applications are received, a revised list will be distributed before the meeting. In that case, the appropriate motion would be Approve the Revised Normal License List, as presented (simple majority). 10. Closed Session: The appropriate motion to go into closed session is Motion to convene into closed session under Wisconsin Statutes 19.85(1)(g) for the purpose of conferring with legal counsel for the governmental body who is rendering oral or written advice concerning strategy to be adopted by the body with respect to litigation in which it is or is likely to become involved to Discuss Notice of Claim of Julie Stelter (roll call vote). 11. Reconvene in Open Session: Upon completion of the closed session, the appropriate motion to come out of closed session is Motion to reconvene in open session under Wisconsin Statutes 19.85(2) (roll call vote). City Council may or may not act on items discussed in closed session. CITY OF MENOMONIE COUNCIL MEETING OFFICIAL COUNCIL PROCEEDINGS Page 1 of 4 A regular meeting of the City Council of the City of Menomonie, Dunn County, Wisconsin, was held in open session on September 8, 2026, and called to order by Mayor Crowe at 7:00 p.m. in the City Council Chambers. The following members were present: Yonko, Pickard, Schwebs, Gentz, Hargrove, Schlough, Erdman, and Sommerfeld. Luther, Edwards, and Sutherland were absent. SPECIAL RECOGNITIONS – A moment of silence was held for Joyce Quilling – former City Council Member from April 1967 to April 1973 and later Dunn County Board of Supervisors. MOTION made by Erdman, seconded by Sommerfeld, and carried unanimously to approve the minutes of the August 17, 2026, City Council meeting. PUBLIC HEARING – Proposed Resolution 2026-24, a resolution setting polling locations in the City of Menomonie for the November 3, 2026, General Election and Future Elections. No public comments were received. PUBLIC COMMENTS – John Goetz was present for questions on agenda item 6 (e). Daniel Johnson Airport Commission chair, spoke in favor of agenda item 6 (f). Deanna Shane spoke on agenda item 6 (a). Blaine Halverson spoke on agenda item 6 (a). Cory Cook spoke in favor of agenda item 6 (f). Emi Stuemke was present for questions on agenda item 6 (j). Bonnie Trimble spoke on agenda item 6 (a). No other public comments were received. ORDINANCE – The second draft of an ordnance amending Data Center Industrial (I-4) District Zoning, was presented. No action taken. RECESS - A recess was held for a period of 5 minutes from 8:15pm – 8:20pm. RESOLUTION – MOTION was made by Schlough, seconded by Pickard, and carried unanimously to adopt Resolution 2026-24, a resolution setting polling locations in the City of Menomonie for the November 3, 2026, General Election and Future Elections, as presented. RESOLUTION – MOTION was made by Schlough, seconded by Erdman, and carried unanimously to adopt Resolution 2026-25, a resolution recognizing September 15th, 2026 as National Voter Registration Day, as presented. MOTION was made by Schlough, seconded by Hargrove, and carried to accept the WisDOT Transportation Alternative Program Grant in the amount of $481,560 for pedestrian safety improvements near Oaklawn Elementary and River Heights Elementary. MOTION was made by Schlough, seconded by Erdman, and carried unanimously to suspend the rules to allow John Goetz to speak to the council. MOTION was made by Schwebs, seconded by Hargrove, and carried Page 2 of 4 unanimously, on a roll call vote, to approve the Façade Grant Agreement with LumberJax Ventures, LLC for redevelopment of 230 Main Street, as presented. MOTION was made by Schlough, seconded by Yonko, and carried unanimously to approve 2026-2028 Waterfowl Hunts by Menomonie Police Department in Wakanda Park, Wolske Bay, Lakeside Park, Point Comfort Park, and Menomonie Airport, as presented. MOTION was made by Hargrove, seconded by Erdman, and carried unanimously, to approve the Special Event Application from Downtown Menomonie for the Great Community Cookout on 6th Avenue East, 2nd Street East, and in Lot 6 on Thursday September 10th, 2026, as presented. MOTION was made by Schlough, seconded by Gentz, and carried unanimously, to approve the Special Event Application from Summit Academy for Paddle for a Purpose Pickleball Tournament on Saturday September 26th, 2026 on the twelve (12) Wakanda Pickleball Courts including the Tennis Court, as presented, contingent upon proof of insurance. MOTION was made by Schlough, seconded by Erdman to waive the rules and allow members from the Menomonie High School Student Council to speak to the Council. MOTION was made by Pickard, seconded by Schwebs, and carried unanimously, to approve the Special Event Application from Menomonie School District for the Homecoming Parade on 9th Street East, Wilson Avenue East, 7th Street East, and 14th Avenue East on Friday October 2nd, 2026, as presented, contingent upon proof of insurance. MOTION was made by Yonko, seconded by Pickard, and carried to approve the Mayoral Appointments of Emi Stuemke and Nicole Hayes to the Bicycle & Pedestrian Advisory Committee. BUDGET TRANSFERS – MOTION was made by Hargrove, seconded by Schlough, and carried unanimously on roll call vote to approve the two (2) intra-fund budget transfer requests within the Fire Department, as presented. MAYOR’S REPORT – Mayor Crowe shared that a Special City Council Meeting will be held on Tuesday, September 15th, 2026 at 7:00 PM for the purpose of discussing the proposed Draft Ordinance amending Data Center Industrial (I-4) District Zoning with Atty. Larry Konopacki of Stafford Rosenbaum, LLP . The Mayor also reported that the City of Menomonie Received a Wisconsin Department of Administration Community Development Block Grant for Public Facilities (CDBG-PF) grant in the amount of $1,000,000 for Phase II of the Well #9 Project, which includes the treatment equipment. He praised City Staff for both their ability to write grant applications and the number of staff across the different departments who are able to write them. The Mayor also reported that the preliminary Net New Construction numbers were in, usually this is at 1% to 1.50% increase for a typical year, this year it is reported at 0.623% -- meaning a roughly $60,000 increase in tax revenue for the City, noting that the next budget cycle is going to be lean. He congratulated Department Heads for managing their budgets in 2025, and for helping give an increase in the Fund Balance for the City. More information to come during budget hearings later this year. The City of Menomonie will host a town hall on Tuesday October 20th, 6:30pm, at the Menomonie High School to cover the overall financial health of the city, housing, and economic development. Page 3 of 4 COMMUNICATIONS AND MISCELLANEOUS BUSINESS – Administrator Atkinson reported that the preliminary budget will be available for council to review at the second meeting in October. During the first meeting in October the preliminary projects and their borrowing amounts for the upcoming two years of capital improvement projects, final approvals will not be until early next year. Deputy Clerk Johnson reported that the Clerk’s office will be holding voter registration drives at the Menomonie Public Library for National Voter Registration Day, on Monday September 14th and Tuesday September 15th. The Clerk’s Office will also be present at UW-Stout’s Meet Menomonie event, Wednesday September 9th. CLAIMS – MOTION was made by Erdman, seconded by Pickard, and carried unanimously on a roll call vote to approve payment of the following claims: SEPTEMBER 8, 2026 CLAIMS CARRICO AQUATIC RESOURCES INC COAST TO COAST CALIBRATIONS INC $780.00 $251.00 COLFAX MESSENGER $1,653.28 EO JOHNSON $66.00 GUARDIAN SUPPLY $1,364.81 PITNEY BOWES GLOBAL $400.08 WI DEPT OF JUSTICE $42.00 TOTAL $4,557.17 PARKING UTILITY CLAIMS TOTAL $0.00 MOTION was made by Pickard, seconded by Schwebs, and carried unanimously to approve the following revised licenses: LICENSE YEAR – 2026 TEMPORARY CLASS “B” BEER LICENSE: Main Street of Menomonie, DBA Downtown Menomonie – 503 Broadway St S, Ste #20 Great Community Cookout – City Parking Lot #6, Broadway St S 09/10/2026, 4:00 p.m. – 8:00 p.m. MOBILE FOOD VENDOR: The Golden Crumb, 1108 Stout Street, Self-Serve Food Stand Page 4 of 4 TOBACCO: K & L Investment Group, Inc, DBA Freedom Menomonie/Amoco – 2020 Broadway St S (same operators, change of business name, formerly 314 Gas, Inc.) DeVine Liquors of Menomonie, LLC, DBA DeVine Liquors – 116 11th Ave W MOTION to adjourn was made by Pickard, seconded by Hargrove, and carried unanimously at 9:11 pm. Chris Johnson, Deputy City Clerk CITY OF MENOMONIE COUNCIL MEETING OFFICIAL COUNCIL PROCEEDINGS Page 1 of 1 A special meeting of the City Council of the City of Menomonie, Dunn County, Wisconsin, was held in open session on, September 15, 2026, and called to order by Mayor Crowe at 7:00 p.m. in the City Council Chambers. The following members were present: Luther, Edwards, Sutherland, Yonko, Pickard, Schwebs, Gentz, Hargrove, Schlough, Erdman and Sommerfeld. Luther left the meeting at 8:44 p.m. PUBLIC COMMENTS – The following members of the public spoke on the draft ordinance amending Data Center Industrial (I-4) District Zoning: Lenore Mercer, William Laine, Terry Siebold. MOTION to adjourn was made by Pickard, seconded by Hargrove, and carried unanimously. Kate Martin, City Clerk MEMORANDUM David Schofield, Director of Public Works dschofield@menomonie-wi.gov 715-232-2221 Ext.1020 1 TO: Mayor Crowe & City Council FROM: David Schofield, Director of Public Works SUBJECT: Statements of Qualification for an Affordable Multiple Family Housing Development on Nicholas Drive DATE: September 21, 2026 City Council Meeting On July 6, the City Council authorized issuance of a Request for Statements of Qualification (RFSOQ) for an Affordable Multiple Family Residential Housing Development on Nicholas Drive. The RFSOQ indicated that the City Council would select a preferred developer on September 21 in order to allow for construction to start in 2027. The RFSOQ was sent directly to seventeen (17) developers and a public notice was published in the official newspaper. On August 26, the City received three (3) Statements of Qualification (SOQ). Copies of all three SOQs are attached hereto. As was expected, all three of the proposed developers have experience with this type of development. Therefore, City Staff reviewed the SOQs based upon the scoring rubric that was included in the RFSOQ. A copy of the scoring matrix is attached hereto. Based upon the SOQ scoring matrix, City Staff recommend selection of Capital Investment Partners, LLC as the preferred developer for this project. If the City Council concurs, the appropriate motion would be Select Capital Investment Partners, LLC as the preferred developer for the Affordable Multiple Family Residential Housing Development on Nicholas Drive and direct City Staff to begin negotiations for an option agreement with them (simple majority vote). Attachments: • SOQ Scoring Matrix • Capital Investment Partners, LLC SOQ • Impact Seven, LLC SOQ • Gerrard Corporation, LLC SOQ Scoring Category Available Points Capital Investment Partners, LLC Impact Seven, Inc. Gerrard Corporation, LLC Experience in Menomonie and/or Western Wisconsin 20 20 20 20 - Notes Cobblestone Hotel Estover Terrace Gaylord Nelson Manor Warren Knowles Manor Dancing Oaks Dancing Oaks Twin Homes Dancing Oaks Cottages Maplewood Eco Cottages Experience with Affordable Housing 20 15 20 20 - Notes Peregrine Terrace (River Falls) Mill City Flats (New Richmond) West Fifth (New Richmond) The Current (River Falls) Maplewood Cottages (St. Croix Falls) Trailview Cottages (Hayward) The Oaks on Maria (Stevens Point) Forest Grove Cottages (Hurley) Carmichael Phase II (Hudson) Meadowlark Eco (Ellsworth) Haven on Main (La Crosse) Stageline Eco (Hudson) Experience with Project Pillars 20 20 20 20 - Affordable Yes Yes Yes - Community-Oriented Yes Yes Yes - Sustainable Yes Yes Yes - Dense Yes Yes Yes Conceptual Layout 20 15 15 15 - Layout Accomodates Project Pillars Yes Yes No Community Facility Shown - Stormwater Management and Green Spaces Yes No Stormwater Shown Yes - Avoid Steep Slope Southwest Garages Encroach Yes Yes - Constructable Yes Yes Yes Density 20 20 11 8 - # of Bedrooms 266 144 105 - Maximum # of Bedrooms 266 266 266 Total 100 90 86 83 Developer Statement of Qualification Scoring Matrix City of Menomonie, WI Affordable Housing Development Prepared by DAS, 9/15/26 Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 1 STATEMENT OF QUALIFICATIONS Affordable Housing Development Lot 1, Certified Survey Map #4967 • City of Menomonie, Dunn County, Wisconsin SUBMITTED BY Capital Investment Partners, LLC 1411 Winchester Way, Suite 8 • Altoona, Wisconsin 54720 IN COLLABORATION WITH YMCA of the Chippewa Valley 170 266 100% $34M Apartment Units Bedrooms Affordable Units Private Investment August 26, 2026 Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 2 1. Cover Letter August 26, 2026 David Schofield, P.E. Director of Public Works City of Menomonie 800 Wilson Avenue Menomonie, WI 54751 Dear Mr. Schofield and Members of the Menomonie City Council: Capital Investment Partners, LLC (“CIP”) is pleased to submit this Statement of Qualifications for the purchase and development of Lot 1 of Certified Survey Map #4967. What we are proposing is much more than a multi-family housing development project. We have been blessed to have the opportunity to collaborate with the YMCA of the Chippewa Valley to address several needs of the community. We propose a collaborative development that pairs 170 affordable apartment units with a new YMCA facility on the same parcel. This collaboration is what makes the project viable. The Y anchors the northwest corner of the site at Kothlow Avenue and Nicholas Drive, giving the neighborhood a building of civic scale and an amenity worth walking to. It is what allows us to increase the density and construct three 30-unit buildings, and to deliver 170 units and 266 bedrooms on a parcel where the entire northern portion is wetland. As the southern portion of the land has steep elevations not conducive to build, the area will remain undisturbed. We want to be forthright with the Council: without the Y, buildings of that scale would be out of place on this site, and we would not propose them. Every one of the 170 units will be affordable as the City has defined affordability. Rents range from $1,200 to $1,725 per month against the City’s $1,870 threshold, and the community’s weighted average rent equals roughly 23.5% of Dunn County median household income — comfortably inside the 30% standard, and delivered without a tax-credit compliance period that eventually expires. CIP is not new to Menomonie. We have developed, constructed, and managed more than 300 housing units here, including Estover Terrace and the downtown Cobblestone Hotel, both delivered in partnership with the City through tax increment financing. Across Western Wisconsin our firm has completed 960 apartment units representing more than $161 million of invested capital. We manage what we build, ensuring long-term asset preservation. We are prepared to invest approximately $34 million of private capital in this development. We are asking the City to participate at $2.25 million from the Affordable Housing Fund, together with support from Tax Increment District #17. Section 8 sets out that request and what the City receives in return. We would welcome the opportunity to discuss this proposal with you, City staff, and the Council. Respectfully submitted, Capital Investment Partners, LLC William (Bill) Albright, MS — Founding Partner, Development & Construction Trevor Bohland — Chief Executive Officer Paul Madsen — Co-Founder 1411 Winchester Way, Suite 8, Altoona, WI 54720 • 715-577-1949 • tbohland@capvestpartner.com Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 3 2. Development Team, Principals & Consultants Capital Investment Partners, LLC (CIP) CIP was founded in 2007 by William (Bill) Albright and Paul Madsen and is led today by Trevor Bohland, who joined the firm as Chief Executive Officer in 2019. The company is headquartered in Altoona, Wisconsin, and is vertically integrated: development, construction, and property management are performed in-house. The proposed building types are structures that we have built repeatedly in the past. This experience affords us the opportunity to garner savings from our material suppliers and sub-contractors, as there aren’t any unknowns associated with the buildings. They know the amount of material required, labor cost to rough-in and complete finishes that has historically resulted in a savings of 10-15% versus a new building type. These savings allow us to bring to market affordably priced units. 960 units $161+ million ~$230 million Developed and Constructed Capital Invested Portfolio Under Management CIP delivers an average of approximately 100 new apartment units per year and retains ownership and management of substantially everything it builds — including its Menomonie communities. Principals • William (Bill) Albright, MS — Founding Partner, Development & Construction. More than 24 years in construction and real estate, with oversight of over $475 million of construction nationally and approximately 1,500 housing units developed. Mr. Albright leads site selection, entitlements, design coordination, and construction delivery. • Trevor Bohland — Chief Executive Officer. Twenty-five years in banking, including service as President and Chief Executive Officer of United Bank. Leads capital formation, debt and equity structuring, municipal negotiation, and investor relations. Trevor will lead negotiation of the option and Development Agreement. • Paul Madsen — Co-Founder. Entrepreneur and founder of RainMaster Lawn Systems, with three decades of operating experience in the Chippewa Valley. Affiliates • CapVest — CapVest serves as the City’s day-to-day point of contact for design and construction. Project Partner • YMCA of the Chippewa Valley — Derek White, President & Chief Executive Officer. The Y is the community-facility partner for this development and the sponsor of the market feasibility study described in Section 4. Contact: dwhite@ymca-cv.org, 715.839.4612. Consultants • Civil Engineering — Advanced Engineering Concepts (AEC). Civil engineering: preliminary and final platting, PUD plan, grading and erosion control, sanitary sewer and water main design, storm sewer and stormwater management, street design, and permitting. AEC prepared the conceptual layout presented in Section 6 and Appendix A. • Architecture — River Valley Architects (RVA). Building design and 2024 IBC Chapter 13 energy compliance documentation. • Low-Voltage and Smart-Building Technology — Hometech by Mosaic. Design and installation of the managed network and smart apartment platform described in Section 5, Pillar 3. CIP has contracted with this trusted partner on previous construction projects. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 4 3. Experience in the City of Menomonie & Western Wisconsin Menomonie CIP has developed, constructed, and continues to manage more than 300 housing units in the City of Menomonie, working through the City’s plan review, permitting, and inspection processes and performing under a City development agreement supported by tax increment financing. • Estover Terrace — Menomonie, WI. A 30-acre master-planned community of 136 multi-family apartment units, 14 twin homes, 6 single-family homes, and a 6-plus-acre community park, developed and constructed by CIP under a City tax increment financing partnership and managed by CIP today. Estover Terrace is the rent benchmark for the eight-plexes proposed here. • Cobblestone Hotel — downtown Menomonie, WI. Commercial redevelopment delivered with City support through tax increment financing. Western Wisconsin — Recent Multi-Family Projects All of the communities below were developed and constructed by CIP and are managed by CIP today. Photographs and project detail sheets are in Appendix C. Project Location Units Completed / Detail Peregrine Terrace River Falls, WI 92 2022 – 1, 2 & 3 bedroom; fully occupied Mill City Flats New Richmond, WI 88 2022 – 1 & 2 bedroom; playground, dog park, fitness center West Fifth Townhomes New Richmond, WI 48 2023 – 1, 2 & 3 bedroom with attached garages The Current River Falls, WI 105 2024 – 1, 2 & 3 bedroom; playground, dog park, trail access Northern Lights Western Wisconsin 60 2025 – Rent benchmark for the 30-unit buildings proposed here Estover Terrace Menomonie, WI 156 2025 – Phased; 136 multi-family, 14 twin, 6 single-family, 6+ acre park Liberty Villas New Richmond, WI — In construction — zero-entry villas; prototype for the villas proposed here The Bluffs Western Wisconsin 106 In construction — first CIP community with the full smart-apartment platform Municipal References We invite the City to contact the following, each of whom has worked with CIP through entitlement, development agreement, construction, and occupancy. Letters of Recommendation are on file and available upon request. Reference Title / Municipality Contact Mike Golat City Administrator, City of Altoona 715.839.6092 | michaelg@ci.altoona.wi.us Beth Thompson Community Dev. Director, City of New Richmond 715.246.4268 | bthompson@newrichmondwi.gov Derek White President & CEO, YMCA of the Chippewa Valley 715.839.4612 | dwhite@ymca-cv.org Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 5 4. The Collaboration: A YMCA for Menomonie Menomonie does not have a YMCA. In 2024 the YMCA of the Chippewa Valley engaged Triangle2 Solutions to conduct a feasibility study. Triangle2 interviewed 462 randomly selected households by telephone and collected more than 950 online surveys — a 95% confidence level, ± 4% margin of error. The findings were not ambiguous: Finding Online Phone Community needs more recreational aquatics 87% 85% “Very interested” in an aquatics facility 80% 74% Community needs more health & fitness programming 68% 69% Interested in an indoor sports complex 61% 65% Community needs more ways to connect 53% 62% Community needs more childcare 52% 43% Source: Chippewa Valley YMCA – Menomonie, WI Market Feasibility Study, Triangle2 Solutions, May 2024. Triangle2 projected 2,080 membership units at a 16% market penetration rate. Behind those numbers, Derek White reports a consistent message from residents: Menomonie has work, school, and units, but it has no third place — no space for community relationship building and connection — and it does not have enough program space, including gymnasiums and pools for swim lessons. What the Y Intends to Build The YMCA of the Chippewa Valley is planning a two-story facility of 35,000 to 45,000 square feet on approximately 7.0 acres at Kothlow Avenue and Nicholas Drive, representing an $18 to $20 million investment. If the facility is built in stages, the Y anticipates: • Phase One — wellness and fitness space, a three-lane zero-depth aquatic center suited to teaching swim lessons, and a half gymnasium. • Phase Two — the balance of the gymnasium, a walking track, and potentially childcare. The scope and timing of the Y’s facility depend on its capital campaign. We present the Y’s program here as the Y has presented it to us, and we state that contingency plainly rather than promising the City something the Y has not yet funded. Section 7 explains how our phasing accommodates either outcome. Why This Pairing Serves the City 1. Residents of the housing receive an amenity no other site in Menomonie can offer — gymnasium, aquatics, wellness, social space, and potentially childcare, within walking distance of their front door. 2. The Y receives an adjacent, built-in membership base of up to 170 households spanning students, young professionals, families, and residents 55 and older — material support for its penetration assumptions and its capital campaign. 3. The City receives both on one parcel, served by one set of public street and utility improvements, designed and constructed by one developer under one development agreement. 4. The location works: the east side of the city, adjacent to the Stout Technology Park and near the Dunn County administration campus, with trail connections at Kothlow Avenue and Lookout Road. This is why CIP is proposing the density it is proposing. The Y is the civic anchor that allows the three 30-unit buildings to feel like a neighborhood center rather than as an intrusion. We would not bring this unit count to this site without it. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 6 5. Response to the Project Pillars Pillar 1 — Affordable One hundred percent of the 170 apartment units are affordable under the City’s definition. The City sets the threshold at 30% of Dunn County median household income of $74,824, or $1,870 per month. Our highest rent is $1,725. Our weighted average rent across the community is $1,468 per month — 23.5% of median household income, roughly six and a half points inside the standard. Building / Unit Type Approx. SF Units Beds Monthly Rent % of $1,870 % of MHI 30-Unit — Efficiency 600 36 36 $1,200 64% 19.2% 30-Unit — 1 bed / 1 bath 765 18 18 $1,350 72% 21.7% 30-Unit — 2 bed / 2 bath 1,045 18 36 $1,435 77% 23.0% 30-Unit — 2 bed / 2 bath 1,140 18 36 $1,550 83% 24.9% Villas — 2 bed / 2 bath 1,130 48 96 $1,600 86% 25.7% 8-Plex — 2 bed / 1 bath 882 16 32 $1,500 80% 24.1% 8-Plex — 3 bed / 2 bath 1,246 16 48 $1,725 92% 27.7% TOTAL — 170 266 $1,468 avg. 79% 23.5% Rents stated in current dollars. MHI = Dunn County median household income, $74,824. Bedroom count conservatively treats each 600 SF efficiency as zero bedrooms; counting each efficiency as one sleeping room yields 302. • No expiring compliance period. These rents are achieved through construction efficiency, in-house construction and property management, and City participation — not through a low-income housing tax credit allocation whose affordability restrictions eventually lapse. The City is not waiting on a competitive state allocation to know whether this project comes to fruition. • The mix matches the identified need. The RFSOQ identifies a need for 1-, 2-, and 3-bedroom housing. This development delivers 18 one-bedroom units, 100 two-bedroom units, and 16 three-bedroom units, plus 36 efficiencies for single-person and student households. • Proven at these rents. Northern Lights (Chippewa Falls) establishes the rent benchmark for the 30-unit buildings and Estover Terrace (here in Menomonie) for the eight-plexes. These are rents we are collecting today, not projections. • Lower total cost of occupancy. The energy and technology measures described under Pillar 3 reduce resident utility cost, which is the portion of housing cost that affordability thresholds usually ignore. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 7 Pillar 2 — Community-Oriented The City asked for tree-lined streets, trails, indoor and outdoor gathering space, off-street parking, and distinct visual appeal. We have designed for something more specific than a list of amenities: a neighborhood a household can move through without leaving. A neighborhood that ages in place • The three 30-unit buildings hold efficiency, one-bedroom, and two-bedroom units at the community’s lowest rents — the natural fit for UW-Stout students, young professionals, and single-earner workforce households, and the units closest to the Y. • The villas — two 8-unit, two 10-unit, and one 12-unit — are zero-entry units with attached garages. They are oriented to residents 55 and older who want to remain in Menomonie without maintaining a house. • The four eight-plexes carry the two- and three-bedroom family units, sited on the eastern portion of the site nearest the trail connections and open space. A resident can enter this neighborhood at twenty-two and age in place within it. That is what we mean by community-oriented, and it is why the unit mix is deliberately uneven rather than uniform. Gathering space, indoor and outdoor • Indoor: community and gathering rooms and resident fitness space within the 30-unit buildings — and, through the collaboration, gymnasium, aquatics, wellness, walking track, and social space at the Y itself. • Outdoor: dog park, playground, picnic areas, and preserved open space, with the southern slope retained as green space suited to sledding. • Four stormwater ponds designed as landscape features rather than fenced basins, with the wetland complex preserved as conservancy. • A new public trail along the new public street and Lookout Road connecting to the existing trail at Kothlow Avenue, plus private trails looping the interior of the site. • A tree-lined new public street with sidewalk, and off-street parking including garage parking for the villa and 30-unit buildings. Delivered previously in Menomonie & Western Wisconsin Estover Terrace in Menomonie includes a 6-plus-acre community park. Mill City Flats in New Richmond includes a central playground and dog park. The Current in River Falls includes a playground, dog park, bike maintenance station, and direct regional bike trail access. The exterior character proposed for this development follows Northern Lights, The Current, and The Bluffs — gabled roof forms, mixed lap and board-and-batten siding with stone bases, and balconies — consistent with the visual appeal examples in Appendix D of the RFSOQ. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 8 Pillar 3 — Sustainable CIP is direct about what it will and will not commit to at the qualification stage. Energy efficiency in the building envelope and systems is a commitment. Renewable generation is an intention conditioned on economics we do not control. Committed: code-plus envelope and systems Architectural plans for this development will comply with the 2024 International Building Code, Chapter 13 — Energy Efficiency, which establishes minimum design requirements to promote efficient energy utilization in buildings. Chapter 13 governs the building thermal envelope and the selection of HVAC and lighting equipment and the controls that dictate their efficient operation. In practice, on CIP’s current projects this has meant continuous exterior insulation beyond cavity batt insulation, high-performance glazing, and right-sized, high-efficiency HVAC equipment. Committed: a connected, smart apartment community Working with our low-voltage technology partner, CIP will deliver a fully integrated and connected smart apartment community. Every units receives: • Enterprise-grade managed Wi-Fi throughout the community, over professionally installed CAT6A structured cabling, with hardwired connections in each unit. • Smart locks with centralized management, video doorbells, and door, motion, and temperature sensors, with resident self-monitoring. • In-unit HVAC energy management, allowing residents to manage temperature remotely and set back conditioning when away — the single largest lever a resident has on their own consumption. • Occupancy-based lighting controls in common areas and units. This platform is not aspirational for us. CIP has contracted for smart-building technology of this kind at The Bluffs, a current construction project, and the operating data from that community will be leveraged on this project. Intended, subject to economics: renewable generation CIP will consider implementing renewable energy options, solar in particular, subject to the financial viability and the extension of the federal investment tax credit. We will also pursue Focus on Energy incentives, which return cash against qualifying efficiency investments and improve the case for going beyond code. We are not proposing geothermal on this site. If the inclusion of renewable energy solutions impedes the financial viability of the development, they will be omitted from the final design. Sustainability as affordability Efficiency here is not just a badge. A tighter envelope, right-sized equipment, and resident-controlled setbacks lower the utility bill, and the utility bill is the part of housing cost that the 30%-of-income test does not capture. Reducing it is how a $1,468 average rent stays genuinely affordable in Wisconsin winters. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 9 Pillar 4 — Dense The City asked developers to maximize bedrooms on the Property while maintaining green space and outdoor gathering areas. This concept places 170 apartment units and 266 bedrooms on Lot 1 — 302 sleeping rooms if the 36 efficiency units are counted — while touching no wetland, building on no steep slope, and keeping the entire northern and eastern portion of the site in open space and conservancy. 170 266 0 Apartment Units Bedrooms Acres of Wetland Encroachment • Density is concentrated where it belongs. The three 30-unit buildings carry 90 of the 170 units — 53% of the units on a small fraction of the developed footprint — clustered at the southwest of the site adjacent to the Y and to Nicholas Drive, where existing street and utility capacity is available and where the Y’s building mass sets the scale. • The Y is what unlocks it. Absent the YMCA facility, CIP would propose 8- and 12-unit buildings across the site. Thirty-unit buildings standing alone in an open field on the edge of the city would be out of place, and we would not have designed them as part of the project, if not for the inclusion of the Y. The Y provides the civic anchor and the amenity that justify the density — and it is the single largest driver of the bedroom count in this submission. Acreage # of Units MDU/Acre YMCA 5.55 30 Unit Buildings 5.42 90 16.61 8 Unit Buildings 4.84 32 6.61 Villas 6.89 48 6.97 22.7 170 No YMCA 22.7 153 6.75 • Garage parking, not parking fields. Garages are attached to the villa and 8-plex buildings and set in dedicated garage rows behind the 30-unit buildings, which returns surface area to green space and keeps the streetscape residential. • Green space is preserved, not leftover. All stormwater is managed on site in four ponds. The wetland complex is preserved in its entirety; the ground east of 550th Street can serve as conservancy and regional stormwater as the City has discussed. The steeply sloped southern portion stays undeveloped open space. • Zoning path. The concept is consistent with the intent of the R-3 district. We anticipate requesting a Planned Unit Development overlay, because clustering is precisely what allows this bedroom count to coexist with this much preserved open space. Because sanitary sewer on Nicholas Drive is shallow, no basements are proposed. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 10 6. Conceptual Layout The conceptual layout was prepared by Advanced Engineering Concepts, LLC. It is presented at full size in Appendix A and is conceptual — it will be refined with City staff through preliminary plat, PUD, and final plat review. Buildings and Unit Count Building Type Buildings Units Unit Types 30-unit apartment building 3 90 12 efficiency, 6 one-bedroom, 12 two-bedroom per building 12-unit villa 1 12 Two-bedroom, zero-entry, attached garages 10-unit villa 2 20 Two-bedroom, zero-entry, attached garages 8-unit villa 2 16 Two-bedroom, zero-entry, attached garages 8-plex 4 32 4 two-bedroom and 4 three-bedroom per building TOTAL RESIDENTIAL 12 170 266 bedrooms Proposed YMCA facility 1 — 35,000–45,000 SF, two-story, on approx. 7.0 acres with parking Bedroom count conservatively treats each of the 36 efficiency units as zero bedrooms; counting each as one sleeping room yields 302. Public Improvements the Developer Will Design and Construct • A new public street through the property connecting Nicholas Drive to Lookout Road (550th Street), with concrete curb and gutter, sidewalk, driveway aprons, and hot mix asphalt surface. • Reconstruction of Lookout Road as a 32-foot-wide urban roadway with curb and gutter from Kothlow Avenue to the new public street, as the RFSOQ requires. • A water main loop through the property and along Lookout Road, connecting the Nicholas Drive main to the main at Kothlow Avenue and Lookout Road. • Sanitary sewer extension from Nicholas Drive, with sanitary and water laterals to each building. • A new public trail along the new public street and Lookout Road connecting to Kothlow Avenue, plus private trails within the site. • Storm sewer, culverts, and four on-site stormwater management facilities — all stormwater managed on site, with no regional facility relied upon. • Grading, erosion control, site lighting, and landscaping across the development. Design Constraints Respected • Wetlands: no encroachment. The wetland complex across the northern and eastern portion of the site is preserved; the only work in that direction is the widening of Lookout Road contemplated by the RFSOQ. • Steep slopes: no buildings on the steeply sloped southern portion of the site, which remains open space. • Shallow sanitary sewer: no basements proposed on the Property. • Stormwater: four on-site ponds sized for the full development, positioned as landscape features within the greenway between building clusters. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 11 7. Phasing, Timeline & Readiness CIP is prepared to meet every date in the RFSOQ schedule. Milestone Developer Action Date SOQ submission This document August 26, 2026 Selection Available for Council presentation or interview on request By September 21, 2026 Option agreement Negotiate and close on the option to purchase No later than December 31, 2026 Entitlements Geotechnical exploration; preliminary plat, PUD plan, final plat, condo plat if required; street, site, grading, erosion control, utility, stormwater, lighting, landscaping and traffic control plans; sewer and water extension permits, notice of intent, wetland permits if any Q1 – Q3 2027 Development Agreement Negotiate land price, City participation, completion milestones Concurrent with entitlements Land closing & construction start Close on land sale; mobilize street, utility and stormwater construction No later than September 1, 2027 Three Phases, Sequenced Around the Y The 170 units will be delivered in three phases. Public infrastructure — the new public street, the Lookout Road reconstruction, the water main loop, and the stormwater system — is built in the first phase, so the City receives those improvements at the front of the project rather than at the end. • Phase A - The three 30-unit buildings (90 units): adjacent to the Y and sharing its parking and pedestrian connections. • Phase B - The villas (48 units): two 8-unit, two 10-unit, and one 12-unit, along the new street loop. • Phase C - The four eight-plexes (32 units): the family units on the eastern portion of the site. One Request: Flexibility in Phase Sequencing The one accommodation CIP asks of the City is flexibility on the order of the phases. The 30-unit buildings are designed to sit beside the YMCA. If the Y’s campaign is funded and its facility is moving forward when construction starts, we begin with Phase A so the two rise together. If the Y’s fundraising extends past September 2027, we may begin instead with the eight-plexes and/or villas, which stand on their own regardless, and bring the 30-unit buildings forward when the Y is ready. Either way construction starts by September 1, 2027 and the public improvements are built first — we ask latitude on which residential phase leads, not relief from the start date. Readiness • Civil engineering is engaged; AEC prepared the layout, understands the wetland delineation and site topography, and has carried CIP projects through platting and permitting in this region. • CIP self-performs construction management and holds established trade relationships across Western Wisconsin, delivering roughly 100 apartment units per year. • CIP owns and manages what it builds, including in Menomonie — the City is not underwriting a merchant developer who will sell and leave. The firm has raised more than $34 million of equity with a total investment of over $161 million in communities across Western Wisconsin and maintains active banking relationships sized for a project of this scale. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 12 8. Investment & Request for City Participation CIP is prepared to invest approximately $34 million of private capital to deliver 170 affordable apartment units on this site — construction, land, infrastructure, and soft costs — alongside the YMCA’s anticipated $18 to $20 million facility investment. Taken together, this is a development program of more than $50 million on a City-owned parcel that generates no tax revenue today. The Request We are requesting $2.25 million from the City’s Affordable Housing Fund, together with participation from Tax Increment District #17 on terms to be negotiated in the Development Agreement. Consistent with the RFSOQ, any incentive would be contingent on proof of financial need and expenditures and on attaining completion milestones and property valuations — we expect to document all three. Option cost and land purchase price would be negotiated with the City as part of the option agreement and Development Agreement. What the City Receives 1. 170 apartment units, 266 bedrooms, every one of them affordable at 30% of Dunn County median household income or less — with a weighted average rent at 23.5% of median household income. 2. Affordability without a low-income housing tax credit allocation, and therefore without a compliance period that expires and without dependence on a competitive state award to determine whether the project proceeds. 3. A fully taxable improvement upon closure of TID #17. These are privately owned, privately managed market-operated apartments held long-term by the developer, not tax-exempt housing — the increment supports the district that helps fund it. 4. A new public street, a reconstructed Lookout Road, a completed water main loop, a public trail connection, and on-site stormwater management — designed, permitted, constructed, and warranted by the Developer, then conveyed to the City. 5. A YMCA for Menomonie — the third place the community told Triangle2 it does not have. Our Commitment to the Y CIP and its principals intend to financially support the mission of the Y and the new facility in Menomonie. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 13 9. Contacts CIP welcomes the opportunity to present this concept to City staff and the Council, to walk the site, and to answer any question the Council has about our experience, our capital, or our commitment to Menomonie. Name Role Contact Trevor Bohland Chief Executive Officer, CIP — primary contact 715-577-1949 • tbohland@capvestpartner.com Bill Albright Founding Partner, Development & Construction 715-831-8000 • balbright@capvestpartner.com Derek White President & CEO, YMCA of the Chippewa Valley 715.839.4612 • dwhite@ymca-cv.org Scott Cerveny Project Manager & Senior Civil Designer, AEC 715.895.8213 • scerveny@aec.engineering Capital Investment Partners, LLC • 1411 Winchester Way, Suite 8, Altoona, WI 54720 • www.capvestpartner.com Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 14 Appendix A — Conceptual Site Layout Prepared by Advanced Engineering Concepts, LLC — Layout Exhibit #3, July 2026. Three 30-unit buildings, four 8-plex buildings, two 8-unit villas, two 10-unit villas, and one 12-unit villa — 170 units and 266 bedrooms — with the proposed YMCA facility and parking at Kothlow Avenue. No wetland encroachment; no construction on the steeply sloped southern portion of the site. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 15 Appendix B — YMCA Concept & Program Summary Working space allocation prepared for the YMCA of the Chippewa Valley, June 2026 draft. All areas are approximate and subject to change based on programming priorities, need, and funding availability. Primary Venue Option 1 — 35,000 SF Option 2 — 45,000 SF Commons / social gathering 1,000 1,200 Youth zones 1,200 1,600 Community / meeting / multipurpose rooms 1,000 1,200 + 200 Community kitchen 160 280 Teen / intergenerational lounge 800 800 Gymnasium 3,600 7,200 Fitness area 5,000 6,000 Group exercise studios 2,400 + 1,200 2,400 + 1,200 Specialty studios — 800 Aquatic center 6,175 7,600 Adult, youth & universal lockers 3,000 3,600 Branch administration 840 920 Early learning center classrooms By demand By demand Estimated facility investment: $18–$20 million. Phase One would deliver wellness space, a three-lane zero-depth aquatic center, and a half gymnasium; Phase Two would add the balance of the gymnasium, a walking track, and potentially child care. Scope and timing are subject to the Y’s capital campaign. Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 16 Appendix C — CIP Project Portfolio Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 17 Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 18 Appendix D — Visual Appeal Examples The Bluffs (Prescott, WI) 30 unit multi-family building example exteriors Capital Investment Partners, LLC • Statement of Qualifications • City of Menomonie • Page 19 Examples of YMCA exteriors designed by Gro “This institution is an equal opportunity provider and employer” 2961 Decker Drive, Rice Lake Wisconsin 54868 >>> 715-434-1717 >>> impact@impactseven.org >>> connect: August 25, 2026 Mr. David Schofield, P.E. Director of Public Works City of Menomonie 800 Wilson Ave. Menomonie, WI 54751 Sent via email Dear Mr. Schofield: I am pleased to submit this proposal for the redevelopment of the 41.74-acre site currently owned by the City of Menomonie WI into affordable multi-family housing. Impact Seven was formed in 1970 and is headquartered in Rice Lake but serves all Wisconsin communities. Impact Seven is a Community Development Financial Institution (CDFI) that provides flexible affordable loan capital for business, housing, commercial real estate and community development projects in Wisconsin and beyond. Impact Seven is one of the largest non-profit developers in affordable housing in Wisconsin and the only state-wide Certified Housing Development Organization (CHDO) in Wisconsin. Impact Seven has owned and operated two multifamily housing developments in Menomonie – Gaylord Nelson Manor located at 603 East 21st Street constructed in 1985 (20 units) and Warren Knowles Manor 507 Cedar Court constructed in 1989 (20 units). Impact’s housing portfolio today includes almost 2000 units of affordable and market rate housing; serving seniors, people with disabilities, and families. Impact Management provides professional property management services to all Impact Seven owned developments in addition to a few select clients. All Impact Management staff are professionally trained and utilize policies, procedures, and software current with today’s real estate industry. Impact Seven has recently completed construction of 40-unit affordable housing communities in both St. Croix Falls and Hayward, WI are in western Wisconsin. These developments were fully leased prior to the completion, have long interest lists for future occupancy and incorporate the 4 Project Pillars the City requested in the development of the sites. In addition, Impact Seven is developing affordable housing in Osceola, WI with a groundbreaking target for Spring of 2027. Impact Seven has the capacity and experience to work closely with the City of Menomonie to achieve the goal of a successful redevelopment of the site that provides new residential housing opportunities that address the 4 Project Pillars of the Menomonie community. Thank you for the opportunity to submit a proposal. If you have any questions, please contact Carol Keen at Carol.Keen@impactseven.org or (414) 852-5399. Sincerely, Carol A. Keen Vice President Real Estate Development Proposed Development Team Impact Menomonie Impact Seven has an extensive network of companies we use on development projects. These partnerships have been in place for several years and have resulted in new affordable housing developments in Wisconsin. The Impact Seven team includes: Developer: Impact Seven-Real Estate Development Carol Keen- Vice President- Carol.Keen@impactseven.org Dan Beres- Director of Real Estate Development John Bragg- Director of Construction Management Kyla Ward- Senior Manager of Real Estate Development Stephen Bant- Vice President of Finance and Asset Management Legal: Carlson Black O’Callaghan & Battenberg Dan O’Callaghan, Partner, Attorney Dan.OCallaghan@CarlsonBlack.com Daniel LaFrenz, Partner, Attorney Daniel.Lafrenz@CarlsonBlack.com Accounting: SVA Chris Fearn, CPA Partner Fearnc@SVA.com Carter and Company Christine Carter, Founding Partner Christine@cartercpa.net Architect: Dimension IV Carl Miller, AIA Cmiller@dimensionivmadison.com General Contract: Project One Construction Jim Kuechle, Vice President Jim@projectonemn.com Financing: Varies on rates and products Impact Capital Town Bank Old National Bank (acquired Bremer Bank) Wisconsin Housing and Economic Development NeighborWorks Capital Equity: Red Stone Equity Partners Cinnaire National Equity Fund Property Management Team: Impact Management Group LLC Karen Fischer, Vice President Karen.Fischer@impactseven.org Developer Experience, Project Information, Project Pillars and Municipal Contacts Impact Menomonie Maple Wood Cottages, Completed Summer 2025 St Croix Falls, WI 40 units - (13) 1-BR, (13) 2-BR, (14) 3-BR 9 % Low Income Housing Tax Credit (LIHTC) Project Pillars: 1. Affordability- Maple Wood Cottages is a 40-unit affordable housing community that provides 1,2,3-bedroom units serving households at 30,50,60% of county median income. 2. Community Oriented- Impact Seven worked closely with the City of St Croix Falls on the rezoning of the property, building design and storm water management plan. The project was required to meet the 100-year flood plan. The onsite amenities include internet, fitness center, pet wash, community room, patio, grill and classroom leased to Northwood Technical College. Mobile hookup is available for hands-on training provided by Northwood Tech in a semi-trailer that is set up in a parking lot. The Wooly bike trail is adjacent to the property, and the Ice Age National Scenic Hiking Trail is located just north of the property. The development is Wisconsin Green Built Home Gold Certified. 3. Sustainable- Maple Wood Cottages were constructed and certified to meet Wisconsin Green Built Gold high-performance sustainable Energy Efficiency standards. This certification requires minimum scoring on the checklist of 240 points on the Green Built Home checklist, incorporating advanced energy efficiency, Energy Star certification, and strict indoor air quality. Solar panels on the community center provide electricity for the building. 4. Dense- Maple Wood Cottages provides 13-1-bedroom, 13-2 bedrooms and 14-three- bedroom units on the 10-acre site. The site photos above show large amounts of green space on the site and community building with outdoor patio for gathering. Municipal Contacts Ryan Heise, City Administrator – cityadmin@cityofstcroixfalls.com Matt Larson, Public Works Director- mattlarson@cityofstcroixfalls.com Trailview Cottages, Completed Summer 2026 Hayward, WI 40 units - (13) 1-BR, (13) 2-BR, (14) 3-BR 4% LIHTC Project Pillars 1. Affordability- Trailview Cottages is a 40-unit affordable housing community that provides 1-, 2-, 3-bedroom units serving households at 30%, 50%, 60% of county median income. 2. Community Oriented- Impact Seven worked closely with the City of Hayward to annex the 15-acre Trailview parcel into the city, rezone and bring water and sewer to the site. Impact Seven also worked with Tamarack Health (Hayward Hospital Owner and owner of land) on building location, design and unit income targeting. The goal of the hospital was to have housing available for employees and preserve green space and trails that are neighboring the site. The onsite amenities include community center, fitness center, 2 patios, dog run and pet wash. NWT also leases a classroom in the building that offers onsite classes to the community and mobile training in semi-trailers that can be parked at the development and offer hands- on training. 3. Sustainable- Trailview Cottages was designed and certified to meet Wisconsin Green Built Homes for sustainable certification. Solar panels on the roof of the community center provide electricity for the building. 4. Dense- Trail View Cottages provides 13-1-bedroom, 13-2 bedrooms and 14-three- bedroom units on the 15-acre site. The site photos above show large amounts of green space on the site and community building with outdoor patio for gathering. A second patio and dog run on the north end of the property. Municipal Contacts Gary Gillis, Mayor-Telephone 715-634-2311 John McCue, Public Works Director- PW3@centurytel.net The Oaks on Maria, Complete August 2026 Stevens Point, WI 67 units - (27) 1-BR, (29) 2-BR, (11) 3-BR 4% State/4% Federal LIHTC Project Pillars 1. Affordability- The Oaks on Maria is a 67-unit affordable housing community that provides 1-, 2-, 3-bedroom units serving households at 30, 50, 80% of county median income. 2. Community Oriented- The Oaks on Maria is in the City of Stevens Point in a Tax Incremental Finance (TIF) District and in a Qualified Census Tract (QCT). Impact Seven worked closely with the city to secure an upfront TIF payment for this site due to its location and the need for housing in the community. With the site being located in a QCT, it provided support to add Community Service Facility within the building that is leased to CAP services; who will provide GED classes and job training for residents and members of the community. Impact worked closely with the city to meet requirements for a bicycle friendly community incorporating bike racks for up to 60 bicycles at the building. Other building amenities include the internet, outdoor patio, community room, fitness center, management office, storage and parking. 3. Sustainable-The Oaks on Maria was constructed and certified to meet Wisconsin Green Built Gold high-performance sustainable Energy Efficiency standards. This certification requires minimum scoring on the checklist of 240 points on the Green Built Home checklist, incorporating advanced energy efficiency, Energy Star certification, and strict indoor air quality. With excess construction funds Solar panels were added to the roof providing electricity for the building’s common areas. 4. Dense- The Oaks is located on an urban infill site, and maximum density allowed 67 units, 27-1 bed, 29-2 bed and 11-3 bed units in the four-story building. Municipal Contacts Mike Wiza, Mayor- Telephone 715-346-1570 Scott Bedhun, Public Works Director- 715-346-1564 Forest Grove Cottages, Construction Complete September 2026 Hurley, WI 40 units - (13) 1-BR, (13) 2-BR, (14) 3-BR 4% LIHTC Project Pillars 1. Affordability- Forest Grove Cottages is a 40-unit affordable housing community that provides 1-, 2-, 3-bedroom units serving households at 30%, 50%, 60% of county median income. 2. Community Oriented- Impact Seven worked closely with the City of Hurley and Iron County Economic Development Corp (ICEDC), seller of the site on acquisition, zoning and design. ICEDC offered the site at a substantial discount which was beneficial to development budget and grant funding opportunities. Northwood Technical College (NWT) was involved in the development. NWT wanted to provide educational classes in Hurley to meet the needs of vacant manufacturing positions and committed funding to the development and a lease of a classroom in the community building onsite. NWT also offers mobile training in semi-trailers that can be parked at the development and offer hands-on training. 3. Sustainable- Forest Grove Cottages was designed and certified to meet Wisconsin Green Built Homes sustainable certification. 4. Dense- 40 units - (13) 1-BR, (13) 2-BR, (14) 3-BR. The 14.74-acre site provides a significant amount of green space for residents to enjoy and is near public trails for snowmobiling, cross country skiing and hiking. Municipal Contacts Joanne Bruneau, Mayor-Jbruneau@hurleywi.org Scott Santini, Public Works Director- hrlydpw@hurleywi.org Conceptual Layout Impact Menomonie The attached site plan includes: (72) units affordable to households at 30%, 50% and 60% of County Median Income (CMI) (16) 1-bedroom units 730 square feet (40) 2-bedroom units 1040 square feet (16) 3-bedroom units 1300 square feet Dunn County Rents Effective May 2026 30% County Median Income Rent Limits 1 bed 2 bed 3 bed 566 682 788 50% County Median Income Rent Limits 944 1133 1309 60% County Median Income Rent Limits 1133 1360 1571 (6) buildings with (12) units per building Community building 3550 square feet Outdoor patio Playground Dog park 144 Parking Spaces Road installation Space for future development 6515 Grand Teton Plaza, Suite 120, Madison, Wisconsin 53719 p608.829.4444 dimensionivmadison.com 2961 Decker Drive Rice Lake, Wisconsin 54868 p715.434.1717 impactseven.org IMPACT MENOMONIE NICHOLAS DRIVE & KOTHLOW AVE & LOOKOUT ROAD MENOMONIE, WI 54751 26031 ARCHITECTURAL SITE STUDY PLAN N 0' 50' 100' 200' Building: First Floor @ 6 unit /Blg = 36 units Second Floor @ 6 unit /Blg = 36 units (6) 12-Unit Buildings = 72 Units Unit Count: Each building is a combination of 1, 2, 3 bedroom units. 1 Bedroom @ 730 SF = 16 units 2 Bedroom @ 1,040 SF = 40 units 3 Bedroom @ 1,300 SF = 16 units Total Units = 72 Units Surface Parking @ 2/unit = 144 spaces + 18 visitors (w/ 6 ADA) Community Building @ 3,550 SF Surface Parking = 10 spaces (w/1 van ADA) Playground Dog Run Future Development (7) 12-Unit Buildings = 84 units (w/surface parking) 66' - 0" 25' - 0" 960 950 930 920 910 900 890 890 940 Wetland Area B 1 2 3 4 5 6 Dog Run Playground Patio w/covered shelter Community Building Trash Enclosure Mailboxes w/canopy Trash Enclosure Property Line 25' Setback Line Wetland Area A Wetland Edge Line 75' Wetland Setback Future Development 3 Bedroom Stacked Units 2 Bedroom Stacked Units 1 Bedroom Stacked Units New Road Right Of Way Front Yard Setback Reconstruction of Road Portion 66' - 0" 25' - 0" 960 950 930 920 910 900 890 890 940 08/26/2026 W D REF. DW DW REF. DW REF. WD DW REF. DW REF. DW REF. W D W D W D W D W/D REF. DW WD REF. DW WDDW REF. DW REF. W D DW REF. W D DW REF. W D BUILDING A - FIRST FLOOR 3 BED UNIT - TYPE B ACCESSIBLE 2 BED UNIT - TYPE B ACCESSIBLE 2 BED UNIT - TYPE B ACCESSIBLE 2 BED UNIT - TYPE B ACCESSIBLE 1 BED UNIT - TYPE B ACCESSIBLE 2 BED UNIT - TYPE B ACCESSIBLE MECHMECHMECHMECHMECHMECH 1 BEDROOM UNIT2 BEDROOM UNIT2 BEDROOM UNIT 2 BEDROOM UNIT 3 BEDROOM UNIT BUILDING A - SECOND FLOOR 1 BEDROOM UNIT ROOF BELOW 6515 Grand Teton Plaza, Suite 120, Madison, Wisconsin 53719 p608.829.4444 dimensionivmadison.com 2961 Decker Drive Rice Lake, Wisconsin 54868 p715.434.1717 impactseven.org IMPACT MENOMONIE NICHOLAS DRIVE & KOTHLOW AVE & LOOKOUT ROAD MENOMONIE, WI 54751 26031 PRESENTATION - BUILDING A 08/26/2026 1/8" = 1'-0"1 FIRST FLOOR PLAN 0' 2' 4' 8' 1/8" = 1'-0"2 SECOND FLOOR PLAN 0' 2' 4' 8' 0' 2' 4' 8' REMOTE WORKSPACE MECHANICAL KITCHEN BEDROOMBATHROOM CLOSET WASHER/ DRYER LIVING ROOM FURNACEWATER HEATER 24' - 0" 34' - 7" REMOTE WORKSPACE MECHANICAL KITCHEN BEDROOM BATHROOM CLOSET WASHER/ DRYER LIVING ROOM FURNACEWATER HEATER BEDROOM BATHROOM CLOSET 24' - 0" 48' - 10" 2' - 0" 3' - 0" 2' - 6" REMOTE WORKSPACE MECHANICAL KITCHEN BEDROOM PRIMARY BATHROOM CLOSET WASHER/ DRYER LIVING ROOM FURNACE WATER HEATER BEDROOM BATHROOM CLOSET CLOSET CLOSET PRIMARY BEDROOM 27' - 0" 48' - 10" 6515 Grand Teton Plaza, Suite 120, Madison, Wisconsin 53719 p608.829.4444 dimensionivmadison.com 2961 Decker Drive Rice Lake, Wisconsin 54868 p715.434.1717 impactseven.org IMPACT MENOMONIE NICHOLAS DRIVE & KOTHLOW AVE & LOOKOUT ROAD MENOMONIE, WI 54751 26031 UNIT FLOOR PLANS - FIRST FLOOR 08/26/2026 1/4" = 1'-0"1 FIRST FLOOR - 1 BEDROOM UNIT 1/4" = 1'-0"2 FIRST FLOOR - 2 BEDROOM UNIT 1/4" = 1'-0"3 FIRST FLOOR - 3 BEDROOM UNIT 0' 1' 2' 4' W/D REMOTE WORKSPACE KITCHEN BEDROOM BATHROOM CLOSET WASHER/ DRYER LIVING ROOM FURNACEWATER HEATER 24' - 0" 34' - 7" REMOTE WORKSPACE KITCHEN PRIMARY BEDROOM PRIMARY BATHROOM CLOSET WASHER/ DRYER LIVING ROOM FURNACEWATER HEATER BEDROOM BATHROOM CLOSET 48' - 10" REMOTE WORKSPACE KITCHEN BEDROOM PRIMARY BATHROOM CLOSET LIVING ROOM FURNACE WATER HEATER BEDROOM BATHROOM CLOSET CLOSET CLOSET PRIMARY BEDROOM 27' - 0" 48' - 10" 6515 Grand Teton Plaza, Suite 120, Madison, Wisconsin 53719 p608.829.4444 dimensionivmadison.com 2961 Decker Drive Rice Lake, Wisconsin 54868 p715.434.1717 impactseven.org IMPACT MENOMONIE NICHOLAS DRIVE & KOTHLOW AVE & LOOKOUT ROAD MENOMONIE, WI 54751 26031 UNIT FLOOR PLANS - SECOND FLOOR 08/26/2026 1/4" = 1'-0"1 SECOND FLOOR - 1 BEDROOM UNIT 1/4" = 1'-0"2 SECOND FLOOR - 2 BEDROOM UNIT 1/4" = 1'-0"3 SECOND FLOOR - 3 BEDROOM UNIT 0' 1' 2' 4' Financial Capacity Impact Menomonie Financial Capacity Impact Seven, through its CDFI status, has the financial capacity to do some lending to its own development projects. Per the most recent audit, Impact Seven has a very strong balance sheet with over $200mil in assets. Financial documents are available upon request. Impact Seven also has strong relationships with Old National Bank (formerly Bremer), Town Bank and several other lenders, and is a member of the Federal Home Loan Bank of Chicago to access funds for development projects. Financial Approach Impact Seven through its network would seek financing bids for construction and permanent debt, including Impact Capital. If funding is available from Impact Capital at a discounted rate, it is likely these funds will be used to finance the Impact Menomonie development. David Schofield <dschofield@menomonie-wi.gov> Requested information Paul Gerrard <paul@gerrardcompanies.com> Fri, Aug 28, 2026 at 9:28 AM To: David Schofield <dschofield@menomonie-wi.gov> David I have gone back and counted up all of the bedrooms in the tax credit project, this will equal 105bedrooms. Please let me know if you should Paul Gerrard Direct: 608-782-4375 Gerrard Companies Real Estate - Developers - Managers – Contractors Celebrating 70 years of real estate practices since 1954 Please visit us at gerrardcorporation.com 100 6th St N. Suite A La Crosse WI 54601 Fax: 608-782-4478 www.gerrardcompanies.com CITY OF MENOMONIE CITY COUNCIL RESOLUTION NO. 2026-26 STATE OF WISCONSIN DUNN COUNTY CREATING AN AD-HOC HOUSING COMMITTEE 1 WHEREAS, the City of Menomonie has documented housing needs; and WHEREAS, the City of Menomonie has created an Affordable Housing Fund and collected funds from soon-to-be-closed Tax Increment Financing Districts therein; and WHEREAS, the City desires to use the Affordable Housing Fund as cost-effectively as possible to assist as many residents as possible. NOW, THEREFORE, BE IT RESOLVED, that the City Council hereby creates an Ad Hoc Housing Committee and appoints Mayor Crowe as the chairperson, who shall vote only in the event of a tie, along with Alderperson Sutherland, Alderperson Gentz, and Alderperson Sommerfeld; and, BE IT FURTHER RESOLVED, that the Committee shall prepare and provide recommendations regarding the use of the Affordable Housing Fund; and BE IT FURTHER RESOLVED, that the Committee shall meet publicly on a monthly basis with agendas posted at least 24 hours in advance of each meeting. Adopted this ________ of ______________, 2026. ___________________________________________ Matthew Crowe, Mayor Attest: ___________________________________________ Kate Martin, City Clerk 800 Wilson Ave Menomonie, WI 54751 715-232-2221 Page 3 of 5 Special Event Application Instructions: Complete all questions, attach any necessary permits and documentation, including a site plan to support your application, and return them to the City of Menomonie Clerk’s Office or email clerk@menomonie-wi.gov. Please submit this application at least 60 days prior to the event. Event Organizer’s Name: _____________________________________________________________ Event Organizer’s Address: ____________________________________________________________ Event Organizer’s Phone: ________________________ Email: ___________________________ Primary Point of Contact for the Event (if different from Event Organizer): Name: ____________________________________________________________________________ Phone: ________________________ Email: ________________________________________ Are you representing an organization sponsoring the event? Y es No (If yes, fill out the organization information below.) Organization Name: _________________________________________________________________ Organization’s Address: ______________________________________________________________ Organization’s Phone: ________________________ Email: ___________________________ Is the organization a non-profit? Y es No Purpose of Event: ___________________________________________________________________ Type of Event: ________________________ Class 1 Class 2 Class 3 Name of Event: _____________________________________________________________________ Location of Event: _________________________ Date of Event: _________ Rain Date: _________ Event Setup Time Start: _________________ Event Cleanup Finish Time: ______________________ Total Time on Site: ___________________________________ (Include set-up and clean-up time) Total Number of Anticipated Attendees: __________________ (Include event organizers, staff, volunteers, and spectators) Do you need support or resources from the City? Y es No (Ex. requesting road closures, police support, etc.) If yes, please explain and attach additional sheets if necessary: ______________________________ Jennifer Lee on behalf of Blue Devil Productions 302 10th Avenue E. 715-232-1114 leejenn@uwstout.edu Olivia Williams University of Wisconsin-Stout Polytechnic 702 Broadway Street S. Menomonie, WI 54701 715-232-1114 leejenn@uwstout.edu williamso@uwstout.edu 715-232-2223 UW-Stout Homecoming - Soap Box Derby event Soap Box Race BDP 2026 Homecoming Soap Box Derby n/a 10th St. See Map 5:45pm 4:30pm 1 hour 15 minutes 150 Permission to block the street. 10/12/2026 800 Wilson Ave Menomonie, WI 54751 715-232-2221 Page 4 of 5 Special Event Application Continued 1. What provisions are being made for traffic and parking? (Please note traffic flow and parking sites on your site plan. Attach additional documents if necessary.) 2. What provisions are being made for crowd control and security? (Attach additional documents if necessary.) 3. What provisions are being made for First Aid and Fire Emergency? (Please show locations of emergency services on your site plan.) 4. What provisions are being made for additional restrooms and porta-potty facilities? (Please show locations of restrooms on your site plan.) 5. What provisions are being made for the collection and removal of litter and recycling generated by the event? (Please show locations of garbage/recycling receptacles or dumpsters on your site plan.) 6. Will vendors, information tables, or volunteer groups be part of your event? No Yes If yes, applicants should attach a sheet with the names of vendors, volunteer groups, etc. This is needed in case specialized permits are required (Ex. Food Truck License, etc.) The crowd will be asked to stay on the grass and curbed areas. Staff will monitor closure barracades with walkie talkie communication. We would halt the event to allow emergency response passage. Given the short duration and proximity of buildings with restroom facilities no temp. facilities will be necessary. We will make sure the teams dispose of car parts in approprate locations. We have requested to have the bus temporarily alter the pick up location and we've selected a time that should allow for minimal disruption to parking lot 18 departures and arrivals. We would let the Greyhound bus through for its 4:45pickup unless they can also modify their stop. We have emailed the company. 800 Wilson Ave Menomonie, WI 54751 715-232-2221 Page 5 of 5 Special Event Application Continued In order for your Special Event application to be authorized, a Certificate of Insurance of Surety Bond Information will need to be secured prior to the start date of the event. If you have this at the time of applying, please attach to this application. The applicant is responsible for obtaining any additional permits required by the municipality in conjunction with this event. Attached to this application include frequently utilized permitting documentation, but further contact with other departments may be needed. Approved permits must be included with this application for special events, or this special event application will be denied. Below, check all that apply and review contact information. Permitting Parks Department: 715-232-1664 Shelter Reservation Form City Clerk: 715-232-2221 Ext. 1006 Sound Amplification Permit AB-220 Temp Beer License Application (Picnic License) Mobile Food Establishment License Application Dunn County Health Department: 715-232-2388 Temporary Food Permit Fire Department Permits: 715-232-2414 Fireworks/Pyrotechnics Grills/Open Burning Tents (900 sq. ft. or greater or anything less with sides requires permitting) Additional Contacts Pub lic Works Director David Schofield, 715-232-2221 Ext. 1020 Buil ding Inspection/Zoning Department, 715-232-2221 Ext. 1010 Meno monie Police Department Office, 715-232-2198 By signing this application, the applicant acknowledges that the issuance of a special event permit does not obligate or require the City of Menomonie to provide City services, equipment, or personnel in support of this event. Signature: ______________________________________________________________ Print N ame: _Chief Gregory Kalosis_______ Date:9-14-2026____________________ CERTIFICATE OF COVERAGE STATE OF WISCONSIN This is to certify that coverage described below is effective per the statutory authority referenced. This certificate is not a policy or a binder of insurance and does not in any way alter, amend or extend the coverage afforded by any reference herein. The coverage is subject to all terms and conditions of the statutory authority. ************************************************************************ STATE AGENCY: Board of Regents of the University of Wisconsin System 780 Regent Street, Suite 145 Madison, WI 53715 CAMPUS NAME: University of Wisconsin-Stout Polytechnic DATE ISSUED: 9/10/2026 KIND OF COVERAGE XX STATUTORY REFERENCES Worker’s Compensation XX 102 Liability XX 895.46 (1) & 893.82 Automobile Liability XX 895.46 Property XX 20.865 & 16.865 The entry of XX in this column means that the coverage is afforded per this certificate and the statute referenced. ************************************************************************ DATES OF COVERAGE: 10/1/2026 – 10/31/2026 DESCRIPTION OF COVERAGE: Coverage as afforded above for UW-Stout Polytechnic Homecoming Events on City property: Parade & Soap Box Derby. ************************************************************************ ISSUED TO: City of Menomonie 800 Wilson Ave. Menomonie, WI 54751 Attn: Dave Schofield & Kate Martin ISSUED BY: James Uhlir, Risk Manager City of Menomonie City Clerk's Office 800 Wilson Ave., Menomonie, WI 54751 Phone: 715-232-2221; E-mail: kmartin@menomonie-wi.gov Special Event Instructions: Complete all questions, indicating N/A where non-applicable. Return to the City Clerk at the above address at least 60 days prior to the event. Are you representing an organization sponsoring the event? Is the organization non-profit? 0No [j]Yes [j]No Oves, (list information below) Organization's Name: University of Wisconsin-Stout Organization's Address: 302 10th Ave. E. Organization's Phone: (Fax) (E-mail)leejenn@uwstout.edu Purpose of Event: Homecoming Celebration I Type ofEvent:Homecoming Parade Event Organizer's Name: Jennifer Lee Event Organizer's Address: 302 10th Ave. E. Menomonie, WI 54751 Event Organizer's Phone: (home) (work) (E-mail) 715-232-1114 leejenn@uwstout.edu Name of Event: UW-Stout Homecoming ParadeI Type of Event: Parade Location of Event:See Attached Map Time of Event: Time on Site: start: 1030 am Start: --- IV.JU a ,11 tI Date of Even : 10/17/2026 I Rain date: Finish: 1145 am Finish: (include set-up and clean-up time) Total Number of Anticipated City of Menomonie Support Staff Requested? [j] No D Yes Attendees: (include event organizers, staff, volunteers Police: D No [j] Yes Number:2 and spectators) Roads: D No [j] Yes Number: Other: (Specify) [j] No D Yes Number: Are street(s) to be closed? Entire length? [i]Yes 0No 1. See Attached map D No lives, if so list Check here if City Road D (attach approval from City of Menomonie) (If Jess than entire length, Entire length? Oves 0No 2. indicate by street number where to begin and end) Check here if County Road D (attach approval from Dunn County) What provisions are being made for traffic and parking? (Be sure to note traffic flow and parking sites on your site plan) Attach additional sheets if necessary. Detours will be arranged, and parking will need to be marked prior to the event. What provisions are being made for crowd control and security? Attach additional sheets if necessary. We have several staff members who will be monitoring the different aspects of the route. We also breathalyze all drivers and they must blow a 0.0% to participate. What provisions are being made for First Aid and Fire Emergency? (Be sure to show locations of emergency services on your site plan.) Campus Police and MFD will participate in the parade. MPD is being requested for additional traffic control. What provisions are being made for additional restrooms, port-a-potty facilities? (Be sure to show locations of restrooms and port-a-potty facilities on your site plan.) We have several campus buildings open for restroom usage. What provisions are being made for collection and removal of litter and recycling generated by the event? (Be sure garbage /recycling receptacles or dumpsters are shown on your site plan.) We do have garbage receptacles along the route. Will vendors, information tables, or volunteer groups be part of your event? [| No [Yes If yes, please explain. Certificate of Insurance or Surety Bond Information ie No [es, attach a copy The applicant is responsible for obtaining any additional permits required by the municipality in conjunction with this event. Contact individual departments to obtain applications. APPROVED PERMITS MUST BE INCLUDED WITH THIS APPLICATION FOR SPECIAL EVENTS, OR THE SPECIAL EVENT APPLICATION WILL BE DENIED. Check all that apply: CITY CLERK PARK AND RECREATION FIRE DEPARTMENT PERMITS PERMITS PERMITS 715-232-2221 715-232-1664 715-232-2414 D Temporary Beer/Wine D Park Facility Use D Fireworks /Pyrotechnics D Amplified Sound Permit D Shelter Reservations D Grills/Open Burning D Mobile Food Truck Establishment D Beer Keg Permit D Tents {900 sq.ft. or greater or anything less with sides requires permit) POLICE DEPARTMENT DUNN COUNTY ENVIRONMENTAL PUBLIC WORKS PERMITS HEALTH DEPARTMENT 715-232-2198 715-232-2388 D Traffic Control Officers D Temporary Food Permit D Race/Map Review D Criminal History Check By signing this application, applicant acknowledges that the issuance of a special event permit does not obligate or require the City of Menomonie to provide City services, equipment or personnel in support of the event. Signature: Print Name: Affiliation with Applicant (if applicable): UW Stout Police Department Date: 8/05/2026 Parade Viewing Student Viewing Starts at 11 AM CERTIFICATE OF COVERAGE STATE OF WISCONSIN This is to certify that coverage described below is effective per the statutory authority referenced. This certificate is not a policy or a binder of insurance and does not in any way alter, amend or extend the coverage afforded by any reference herein. The coverage is subject to all terms and conditions of the statutory authority. ************************************************************************ STATE AGENCY: Board of Regents of the University of Wisconsin System 780 Regent Street, Suite 145 Madison, WI 53715 CAMPUS NAME: University of Wisconsin-Stout Polytechnic DATE ISSUED: 9/10/2026 KIND OF COVERAGE XX STATUTORY REFERENCES Worker’s Compensation XX 102 Liability XX 895.46 (1) & 893.82 Automobile Liability XX 895.46 Property XX 20.865 & 16.865 The entry of XX in this column means that the coverage is afforded per this certificate and the statute referenced. ************************************************************************ DATES OF COVERAGE: 10/1/2026 – 10/31/2026 DESCRIPTION OF COVERAGE: Coverage as afforded above for UW-Stout Polytechnic Homecoming Events on City property: Parade & Soap Box Derby. ************************************************************************ ISSUED TO: City of Menomonie 800 Wilson Ave. Menomonie, WI 54751 Attn: Dave Schofield & Kate Martin ISSUED BY: James Uhlir, Risk Manager 2026 Claims Description Total Invoice Amt Overdrawn ANSAY & ASSOCIATES LLC AIRPORT: PROPERTY & LIABILITY INS $5,654.00 $254.00 CINTAS AIRPORT: MATERIALS/SUPPLIES $153.86 $123.50 EO JOHNSON FIRE: OFFICE EQUIP MAINT CONTRACT $60.00 $60.00 MENOMONIE HARDWARE FIRE: BLDG CONT/SUPPLIES/MAINTENANCE $174.75 $174.75 TERMINIX WIL-KIL FIRE: BLDG CONT/SUPPLIES/MAINTENANCE $109.42 $109.42 U S POSTAL SERVICE MAYOR/WATER UTILITY/ENGINEER: POSTAGE $277.64 $36.66 XCEL ENERGY WATER UTILITY - POWER FOR PUMPING: GAS/HEATING FUEL $18,038.01 $124.68 Total $24,467.68 $883.01 Parking Utility Claims 2026 Description Total Invoice IPS GROUP COMPUTER/SOFTWARE EXPENSE $743.47 $743.47 Total $743.47 $743.47 DATE LIST PROVIDED: **REVISED - DATE: September 21, 2026 COUNCIL CLAIMS Wednesday, September 16, 2026 CITY OF MENOMONIE COUNCIL MEETING LICENSES – September 21, 2026 LICENSE YEAR – 2026 TEMPORARY CLASS “B” BEER LICENSE: Main Street of Menomonie, DBA Downtown Menomonie – 503 Broadway St S, Ste #20 Wine Walk – 24 Downtown Businesses Participating 09/26/2026, 2:00 p.m. – 6:00 p.m. CHANGE OF AGENT: Scott G. Schmid, Jr., CAPL Retail, LLC, dba Express Lane, 1805 Broadway St N 9/16/26