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JWC Agenda 12-03-2025 AGENDA JOINT WATER COMMISSION December 3, 2025 – 1:30 pm Remote Attendance: Members of the public may attend this meeting via Microsoft Teams by calling 1-872-256-4160 and entering access code 119 801 16#. Questions/Comments: Members of the public who have questions about the commission or any items on the agenda should contact the staff commission liaison Tim Kieffer, Public Works Director, City of Golden Valley, tkieffer@goldenvalleymn.gov, 763-593-3960. 1. Call to Order—Roll Call 2. Approval of Minutes – October 1, 2025 3. Quarter 3 Financial Report 4. TAC Update 5. Adjournment Joint Water Commission, October 1, 2025 Page 1 of 1 JOINT WATER COMMISSION MINUTES Golden Valley - Crystal - New Hope Meeting of October 1, 2025 The Golden Valley - Crystal - New Hope Joint Water Commission (JWC) meeting was called to order at 1:30 pm. Roll Call Present Noah Schuchman, City Manager, Golden Valley Adam Bell, City Manager, Crystal Reece Bertholf, City Manager, New Hope Staff Present Tim Kieffer, Public Works Director, Golden Valley Casey Nault, Water Distribution Specialist, Golden Valley Analeigh Moser, Accountant, Golden Valley Lyle Hodges, Finance Director, Golden Valley Bernie Weber, Public Works Director, New Hope Jesse Struve, Director of Public Works/City Engineer, Crystal Matt Rowedder, Utilities Supervisor, New Hope Caleb Brolsma, Assistant City Engineer, Golden Valley Carrie Nelson, Engineering Assistant, Golden Valley Julie McMackins, Abdo Approval of Minutes Moved by Bell and seconded by Schuchman to approve the minutes from the September 3, 2025 Joint Water Commission (JWC) Meeting. Upon a roll call vote the following voted in favor: Schuchman, Bell, and Bertholf. The following voted against: None. Motion carried. Approve PSA with Bolton & Menk for Financial Assistance Services Moved by Bell and seconded by Bertholf to approve the PSA with Bolton & Menk for Financial Assistance Services. Upon a roll call vote the following voted in favor: Schuchman, Bell, and Bertholf. The following voted against: None. Motion carried. TAC Update Staff provided an update from the September 19, 2025 TAC Meeting. Adjournment Chair Schuchman adjourned the meeting at 1:37 pm. ATTEST: Carrie Nelson, Recording Secretary Chair Noah Schuchman Joint Water Commission Memo December 3, 2025 Agenda Item #3 Joint Water Commission Quarter 3 Financial Report Prepared by Julie McMackins, Abdo Financial Solutions Summary Abdo has reconciled all bank accounts through September 30, 2025 and reviewed activity in all funds. Attachment 3rd Quarter Financial Report for the Joint Water Commission. 3rd Quarter Report Joint Water Commission As of September 30, 2025 ACCOUNTANT'S COMPILATION REPORT November 3, 2025 Commission Board and Member Cities Joint Water Commission We have compiled the accompanying statement of revenues and expenditures for the General Fund and Capital Project Fund of the Joint Water Commission as of September 30, 2025 for the quarter then ended. We have not audited oaudited or reviewed the accompanying financial statements and, accordingly, do not express an opinion or provide any assurance about whether the financial statements are in accordance with accounting principles generally accepted in the United States of America. Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America and for designing, implementing, and maintaining internal control relevant to the preparation and fair presentation of the financial statements. Our responsibility is to conduct the compilation in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. The objective of a compilation is to assist management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements. Management has elected to omit substantially all of the disclosures and the statement of cash flows required by accounting principles generally accepted in the United States of America. If the omitted disclosures and the statement of cash flows were included in the financial statements, they might influence the user's conclusions about the City's financial position, results of operations, and cash flows. Accordingly, the financial statements are not designed for those who are not informed about such matters. Sincerely, Abdo Financial Solutions 2 09/30/2025 12/31/2024 Increase/ (Decrease) Money Market $14,910,188 $11,680,839 $3,229,349 Total Cash and Investments $14,910,188 $11,680,839 $3,229,349 Money Market Total Cash and Investments November 3, 2025 Cash and Investments The Joint Water Commission's cash and investment balances are as follows: Dear Commission Board and Member Cities: We have reconciled all bank accounts through September 30, 2025 and reviewed activity in all funds. The following is a summary of our observations. All information presented is unaudited. Commission Board and Member Cities Joint Water Commission 3 Current short-term rates being offered by financial institutions have increased over the last two years as evidenced by the table of U.S. Treasury rates below. The U.S. Treasury rates provide a benchmark perspective for rate of return. This information is unaudited and is intended solely for the information and use of management and Commission Board and is not intended and should not be used by anyone other than these specified parties. If you have any questions or wish to discuss any of the items contained in this letter or the attachments, please feel free to contact us at your convenience. We wish to thank you for the continued opportunity to be of service and for the courtesy and cooperation extended to us by your staff. Sincerely, ABDO FINANCIAL SOLUTIONS * * * * * Treasury Yield 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 9/30/2019 1.91 1.88 1.83 1.75 1.63 1.56 1.55 1.62 1.68 12/31/2019 1.48 1.55 1.60 1.59 1.58 1.62 1.69 1.83 1.92 3/31/2020 0.05 0.11 0.15 0.17 0.23 0.29 0.37 0.55 0.70 6/30/2020 0.13 0.16 0.18 0.16 0.16 0.18 0.29 0.49 0.66 9/30/2020 0.08 0.10 0.11 0.12 0.13 0.16 0.28 0.47 0.69 12/31/2020 0.08 0.08 0.09 0.09 0.10 0.13 0.17 0.36 0.65 3/31/2021 0.01 0.01 0.03 0.05 0.07 0.16 0.35 0.92 1.40 6/30/2021 0.05 0.05 0.06 0.07 0.25 0.46 0.87 1.21 1.45 9/30/2021 0.07 0.04 0.05 0.09 0.28 0.53 0.98 1.32 1.52 12/31/2021 0.06 0.06 0.19 0.39 0.73 0.97 1.26 1.44 1.52 3/31/2022 0.17 0.52 1.06 1.63 2.28 2.45 2.42 2.40 2.32 6/30/2022 1.28 1.72 2.51 2.80 2.92 2.99 3.01 3.04 2.98 9/30/2022 2.79 3.33 3.92 4.05 4.22 4.25 4.06 3.97 3.83 12/30/2022 4.12 4.42 4.76 4.73 4.41 4.22 3.99 3.96 3.88 3/31/2023 4.74 4.85 4.94 4.64 4.06 3.81 3.60 3.55 3.48 6/30/2023 5.24 5.43 5.47 5.40 4.87 4.49 4.13 3.97 3.81 9/30/2023 5.55 5.55 5.53 5.46 5.03 4.80 4.60 4.61 4.59 12/31/2023 5.60 5.40 5.26 4.79 4.23 4.01 3.84 3.88 3.88 3/31/2024 5.49 5.46 5.38 5.03 4.59 4.40 4.21 4.20 4.20 6/30/2024 5.47 5.48 5.33 5.09 4.71 4.53 4.33 4.33 4.36 9/30/2024 4.93 4.73 4.38 3.98 3.66 3.58 3.58 3.67 3.81 12/31/2024 4.40 4.37 4.24 4.16 4.25 4.27 4.38 4.48 4.58 3/31/2025 4.38 4.32 4.23 4.03 3.89 3.89 3.96 4.09 4.23 6/30/2025 4.28 4.41 4.29 3.96 3.72 3.68 3.79 3.98 4.24 9/30/2025 4.20 4.02 3.83 3.68 3.60 3.61 3.74 3.93 4.16 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2021 3/31/2022 6/30/2022 9/30/2022 12/30/2022 3/31/2023 6/30/2023 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 4 Joint Water Commission Statement of Revenues and Expenditures - Budget and Actual - General Fund (Unaudited) For the Nine Months Ended September 30, 2025 2025 Annual Budget YTD Budget 9/30/2025 YTD Actual Thru 9/30/2025 Variance - Favorable (Unfavorable) Percent Received or Expended Based on Budget Thru September I in…C          Revenues Charges for services $9,316,223 $6,987,167 $5,572,161 $(1,415,006)79.75%① Interest earnings 0 0 26,694 26,694 0.00%② Total Revenues $9,316,223 $6,987,167 $5,598,855 $(1,388,312)80.13% Expenditures Operating Expenditures $8,857,873 $6,643,405 $7,515,519 $(872,114)$113.13% Utilities 257,350 193,013 155,182 37,831 80.40% Other Services and Charges 120,000 90,000 133,073 (43,073)147.86% Capital expenses and maintenance 81,000 60,750 15,036 45,714 24.75% Miscellaneous expense 0 0 6,814 (6,814)0.00% Total Expenditures $9,316,223 $6,987,168 $7,825,624 $(838,456)112.00% Total $0 $(1)$(2,226,769)$(2,226,768)222676900.…          Revenues Charges for services Interest earnings Total Revenues Expenditures Operating Expenditures Utilities Other Services and Charges Capital expenses and maintenance Miscellaneous expense Total Expenditures Total Arrows represent the variance as a % of YTD Budget: Red: < -10%, Yellow: -10% to 10%, Green > 10% 5 Number  Comment ①Variance due to timing of payments. Monthly billings to member cities are calculated based on usage after month-end. ②Interest revenue was not included in budget. Explanation of Items Percentage Received/Expended Less than 80% or Greater than 120% and $ Variance Greater than $50,000. 6 Joint Water Commission Statement of Revenues and Expenditures - Budget and Actual - Capital Project Fund (Unaudited) For the Nine Months Ended September 30, 2025 2025 Annual Budget YTD Budget 9/30/2025 YTD Actual Thru 9/30/2025 Variance - Favorable (Unfavorable) Percent Received or Expended Based on Budget Thru September I C      Revenues Capital Expense Reimbursements $4,430,000 $3,322,500 $5,028,541 $1,706,041 151.35%① Interest Income 0 0 432,136 432,136 0.00%② Total Revenues $4,430,000 $3,322,500 $5,460,677 $2,138,177 164.35% Expenditures Capital Outlay $4,430,000 $3,322,500 $4,560 $3,317,940 0.14%③ Total Expenditures $4,430,000 $3,322,500 $4,560 $3,317,940 0.14%③ Total $0 $0 $5,456,117 $5,456,117 0.00%      Revenues Capital Expense Reimbursements Interest Income Total Revenues Expenditures Capital Outlay Total Expenditures Total Arrows represent the variance as a % of YTD Budget: Red: < -10%, Yellow: -10% to 10%, Green > 10% 7 Number  Comment ①Capital contributions from cities are billed annually in January. Favorable variance due to receipt of previously unpaid 2024 contribution from one member city. ②Interest revenue was not included in budget. ③Capital project costs will not be paid to member cities until project completion. Variance will dissipate at year end. Explanation of Items Percentage Received/Expended Less than 80% or Greater than 120% and $ Variance Greater than $50,000. 8   General Fund Capital Improvement Fund Total   General Fund Capital Improvement Fund Total Joint Water Commission Unaudited Cash Balances by Fund December 31, 2024 and September 30, 2025 PY Ending Balance 12/31/2024 Quarter Ending Balance 9/30/2025 YTD Change 9/30/2025 YTD Change % 9/30/2025 C 679,574 $3,476,787 $2,797,213 11,001,265 11,433,401 432,136 411.61% ① 3.93% ① 11,680,839 14,910,188 3,229,349 27.65% ①, ① 9 Number  Comment ①Variance due to CIP contributions by member cities and interest revenue. Explanation of Items Percentage Received/Expended Less than 80% or Greater than 120% and $ Variance Greater than $50,000. 10 Joint Water Commission TAC Meeting Monday, November 17, 2025, 10:00 AM 1) Towers a) MLR tower i) Parts in Connex boxes. Plan to move parts back to tower. Parts are at the tower. Still organizing. b) North Tower c) Golden Valley i) Replace in 2028/2029. 2) Projects a) Pumphouses (MCC - motor, pump, VFD replacements at both pump houses) i) GV (pump #4) (1) New pump, motor, and control panels installed. Xcel repairing power lines week of 11/17. (2) Waiting on Minneapolis to take in water. 11/19 (3) Start up 12/1. ii) Crystal construction in 2026 (pump #3) (1) Need new pump. (2) Took more measurements. (3) After the MCC project is complete, the effluent meters along with 3 valves will be replaced. Have meters on site. b) GV Effluent Pit – Assess the condition of the existing structures when time allows. 2026 project. 3) Reservoirs a) Golden Valley – MPLS installing a 48” valve to isolate intake 1 and 2 in case of emergency i) PCI poured vault floor 11/14. ii) Start filling reservoir 11/19. iii) Bac T test result 11/24. b) Crystal i) Drain down and perform in-person inspection while pumphouse is down spring 2026. 4) SCADA a) Ongoing updates. Different license needed before license expires in November. Golden Valley IT met with Total Control during condition assessment, new computer setup complete. Waiting for assessment report for next steps. 5) Security a) Recommended security upgrades at all JWC properties which included cameras and door fobs. Will be done after the MCC project. Schedule for 2026. Access coordination in progress. b) Commission approved cameras and door Fobs for North and South Towers. Waiting on contractor. c) Door security – Jess will discuss door security with John and follow up. 6) Valve replacement. a) GV i) 18” @ Olympia and Louisiana Ave – Postponed until 2026 ii) Golden Valley Rd (x2) 24” - Within Three Rivers trail project limits. Spring 2026. b) Crystal i) Crystal pumphouse (x3). Waiting for risk assessment. Work may occur in 2026. 7) Miscellaneous a) Emergency Well – Final payment was made in 2024. No collections have been reported in 2025. There is $107,803 in surplus. Ordinance does not specify what to do with the remaining balance. i) Another well not needed. Going to look at New Hope’s to see if capacity can be increased b) Brian Noma (MDH) wants to come to a TAC meeting and discuss public outreach. i) Met with Brian. c) Adapters – inventory adapters 8) Douglas from Medicine Lake Road to Broadway – County will be replacing pavement (ADA in 2026 and pavement in 2027. 3 miles of reclaim.) a) Bolton & Menk feasibility study approved by Crystal council 3/18 i) Open cut is the preferred option. ii) Install 24” main throughout, eliminate 16”. b) Funding Options – State Bonding Request and MDH loan/grant (PPL List). i) MMB Bond request submitted 9) Asset condition assessment – Get a quote for doing rate adjustment recommendations for JWC system. Jesse to reach out to HDR to provide an update. a) Rate study proposal received 11/17.