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HomeMy WebLinkAboutDMCC Resolution No. 159-2025 (Authorizing Report to the Legislature Pursuant to Statute)DESTINATION MEDICAL CENTER CORPORATION RESOLUTION NO. 159-2025 AUTHORIZING REPORT TO THE LEGISLATURE PURSUANT TO STATUTE The following Resolution was offered by Kim Norton, seconded by Randy Schubring. BACKGROUND RECITALS A. Minnesota Laws, Chapter 143, Article 10 (the “Act”) provides that by February 15 of each year, the Destination Medical Center Corporation (“DMCC”) and the City of Rochester (the “City”) must jointly submit a report to the chairs and ranking minority members of the legislative committees and divisions with jurisdiction over local and state government operations, economic development, and taxes, to the Commissioners of Revenue and Employment and Economic Development, and to Olmsted County. The DMCC and the City must also submit the report as provided in Minnesota Statutes, Section 3.195. B. The DMCC and City staff have prepared a draft report, due on February 15, 2025, and attached as Exhibit A. RESOLUTION NOW, THEREFORE, BE IT RESOLVED, by the DMCC Board of Directors that the Chair or Vice Chair of the DMCC is authorized to execute and submit the report to the Minnesota Legislature as required by the Act, in form similar to the report attached here as Exhibit A, as may be modified through further discussions with the City, and to take such other actions as are necessary and appropriate to effectuate the timely submission of the report to the Minnesota Legislature. 30661560v2 The question was on the adoption of the Resolution and there were YEAS and NAYS,as follows:--- BOARD OF DIRECTORS Destination Medical Center Corporation YEA Douglas M.Baker,Jr. James R.Campbell Kim Norton R.T.Rybak Randy Schubring Mark Thein Pamela Wheelock Paul D.Williams RESOLUTION ADOPTED on February 6,2025. amela Wheelock,Chair Destination Medical Center Corporation NAY OTHER 8 0 X X X X X X X X EXHIBIT A February 10, 2025 The Honorable Tou Xiong Chair, State and Local Government and Veterans Committee Minnesota State Senate 3203 Minnesota Senate Building 95 University Avenue W St. Paul, MN 55155 The Honorable Jim Nash Chair, State and Local Government Finance and Policy Committee Minnesota House of Representatives 2nd Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Andrew Lang State and Local Government and Veterans Committee Minnesota State Senate 2205 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Ginny Klevorn State and Local Government Finance and Policy Committee Minnesota House of Representatives 5th Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Bobby Joe Champion Chair, Jobs and Economic Development Committee Minnesota State Senate 3401 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Dave Baker Chair, Workforce Development Finance and Policy Committee Minnesota House of Representatives 2nd Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Rich Draheim Jobs and Economic Development Committee Minnesota State Senate 2225 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Dave Pinto Workforce Development Finance and Policy Committee Minnesota House of Representatives 5th Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable John Marty Chair, Finance Committee Minnesota State Senate 3235 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Paul Torkelson Chair, Ways and Means Committee Minnesota House of Representatives 2nd Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 February 10, 2025 Page 2 The Honorable Eric Pratt Finance Committee Minnesota State Senate 2217 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Zack Stephenson Ways and Means Committee Minnesota House of Representatives 5th Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Ann Rest Chair, Taxes Committee Minnesota State Senate 328 Capitol 75 Rev. Dr. Martin Luther King Jr. Blvd. St. Paul, MN 55155 The Honorable Greg Davids Chair, Taxes Committee Minnesota House of Representatives 2nd Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Bill Weber Taxes Committee Minnesota State Senate 2211 Minnesota Senate Building 95 University Ave W St. Paul, MN 55155 The Honorable Aisha Gomez Taxes Committee Minnesota House of Representatives 5th Floor, Centennial Office Building 658 Cedar Street St. Paul, MN 55155 The Honorable Matt Varilek Commissioner, Minnesota Department of Employment and Economic Development 180 E. 5th Street, Suite 1200 St. Paul, MN 55101 The Honorable Mark Thein Chair, Olmsted County Board of Commissioners 151 4th St SE Rochester, MN 55904 The Honorable Paul Marquart Commissioner, Minnesota Department of Revenue 600 North Robert Street St. Paul, MN 55101 Re: Destination Medical Center – February 15, 2025 Report Dear Senators, Representatives, Commissioners, and Chairs: On behalf of the Destination Medical Center Corporation (the “DMCC”) and the City of Rochester (the “City”), we are pleased to submit this report on the progress of the Destination Medical Center (“DMC”) initiative, in accordance with Minnesota Statutes, Sections 469.40 – 469.47 (the “Act”). The Act requires that this report include five elements: (1) the DMC development plan and any proposed changes; (2) progress of projects; (3) costs and financing sources, including February 10, 2025 Page 3 State funding and required local contributions, for recent projects; (4) estimated costs and financing sources for future projects; and (5) debt service schedules for all outstanding obligations of the City for debt issued for DMC projects. We discuss each of these elements in the report. Below, we provide a summary of DMC’s 2024 milestones, as well as a brief background of Minnesota’s largest economic development initiative. Destination Medical Center: 2024 Milestones The DMC public-private partnership continued to flourish in 2024, and two highlights of the year deserve particular attention in the mission to sustain Rochester, Minnesota as the world’s premier destination for health and wellness. First, Mayo Clinic has commenced its momentous investment in the Bold. Forward. Unbound. in Rochester initiative, a five-billion- dollar, 2.4-million-square-foot expansion of its Rochester campus, the largest investment in Mayo’s 160-year history and the largest investment in Minnesota history, unlocking significant opportunity and providing a catalyst for additional investment. Second, qualified private investments from 2013 through 2023 exceeded $1.6 billion. As to private investment certifications, in 2024, we certified a total of $146,235,676 for the year ending December 31, 2023, which includes $133,652,089 in Mayo Clinic investments and $12,583,587 in other private investments. The cumulative total of Mayo Clinic and other private investments through 2023 is $1,607,368,325. The City of Rochester has contributed $67,066,994 in certified expenditures from June 30, 2013 through December 31, 2023. The City also certified transit contributions of $966,934 for 2023, qualifying for the maximum disbursement of State transit aid of $7,500,000. These strategic public investments and continued private market momentum have created new and evolving opportunities for collaborative public infrastructure projects and private development. Currently, the City of Rochester and the DMC Economic Development Agency (the “EDA”) are in active discussions with 14 different developers who are interested in investing in downtown Rochester. The projects under discussion include nearly 900 affordable housing units, 1,200 market-rate housing units, and 200 hotel rooms. The scope and scale of development interest is an encouraging sign that Rochester and the surrounding area will continue to lead Minnesota in economic growth. Indeed, in October 2024, the Minnesota Department of Employment and Economic Development (“DEED”) reported that the Rochester Metropolitan Statistical Area (“MSA”) leads the state in job growth, adding about 7,000 jobs for a year-over-year growth rate of 6.3%. For comparison, the entire Minnesota workforce grew by just 1.2% in that same period. To build on this position of economic strength, in 2024 DMC executed an intensive national and international business development program, leveraging Minnesota’s reputation as home to the world’s largest health and med-tech industry cluster to “pitch” Rochester and Minnesota to more than 1,300 companies. February 10, 2025 Page 4 In addition to these certified investments and economic development activities, there are many capital projects proposed or under construction, the majority of which are private investments with no direct DMC public assistance. A map of the DMC development district and key public and private projects is attached as Exhibit A to the report. A summary of significant projects is attached as Exhibit B to the report. Destination Medical Center: Background. The Act requires that private investment lead the way for this private-public model of partnership: over $200,000,000 in Mayo Clinic and other private investment had to occur before any state funding would begin to flow. That threshold was surpassed in 2017. The Act further established the partnership between the DMCC, the City, Mayo Clinic, and Olmsted County (the “County”). The DMCC Board of Directors is appointed by the Governor of Minnesota, the City, the County, and Mayo Clinic. Key funding and strategy decisions require approval by both the DMCC and the City Council. Specifically, the Act required the preparation and joint approval of a development plan (the “Development Plan”), which serves as the strategic framework for DMC’s business and economic development strategy. It includes land use, transportation and infrastructure planning, market research, funding priorities, business and economic development, and market strategies. After City approval, the DMCC adopted the Development Plan on April 23, 2015. The Development Plan must be updated not less than every five years. The Five-Year update was approved by the City and by the DMCC in 2020. The second Five-Year update is underway. It is scheduled for approval by the end of 2025. For more information, including viewing the DMC Development Plan, public meeting materials, project updates, investor and developer information, and market research, visit www.dmc.mn. The City’s website, www.rochestermn.gov, also provides information on the DMC initiative. Thank you for your consideration of this annual report. With the promise of Mayo Clinic’s continued growth and investment, increasing private development interest, and a job market that is growing more than five times faster than the state average, it is clear that the DMC economic development model is working and delivering results for Minnesota. 30750711v5 February 10,2025 Page 5 On behalf of both the DMCC and the City,we welcome your comments or questions.We look forward to continued progress on the Destination Medical Center initiative in 2025. Destination Medical Center Corporation Enclosures cc:Legislative Reference Library City of Rochester City of Rochester: 507.328.2900 City of Rochester DMC Corporation 201 4th St. SE Rochester, MN 55904 rochestermn.gov dmc.mn REPORT Destination Medical Center Corporation & City of Rochester ANNUAL February 15, 2025 Capital Improvement Plan (CIP) TABLE OF CONTENTS 01 02-04 Capital Improvement Plan (CIP) Statutory Element Three- Actual Costs and Financing Statutory Element Four- Estimated Future Costs & Financing Statutory Element Five- Debt Service Schedule Exhibit A- Map of DMC Development District Exhibit B- Summary of Major Projects Projects without DMC Funding Exhibit C- Annual Certification of Mayo Clinic and other Exhibit D- Annual Certification of City Expenditures Exhibit E- DEED Certifications Summary of Five Statutory Elements Statutory Element One-Development Plan 05Statutory Element Two- Progress of Projects Discovery Walk 06 Riverfront Reimagined 07 Downtown Property Preservation 08 Soldiers Field Memorial Park 09 Mobility 10 12-13 14-15 16-18 19-20 21-22 23-26 27-28 29-41 42-44 45-48 11 West Transit Village Private Expenditures The Development Plan and any proposed changes to the Development Plan. Actual costs and financing sources, including the amount paid under Minnesota Statutes Section 469.47, and required local contributions of projects completed in the previous two years by the DMCC, the City, County, and Mayo Clinic. Debt service schedules for all outstanding obligations of the City for debt issued for projects identified in the plan. Progress of projects identified in the Development Plan. Estimated costs and financing sources for projects to be started in the next two years by the DMCC, the City, County, and Mayo Clinic. 01 The Act requires that five elements be included in this annual report. The Development Plan and any proposed changes to the Development Plan. FIRST AMENDMENT SECOND AMENDMENT FIRST FIVE YEAR UPDATE SECOND FIVE YEAR UPDATE 2016 2020 2020 2025 Modification made to the DMC Development District. The update can be found at https://dmc.mn/inves- tors-and-developers/ Report expected to be presented for approval by year-end 2025. 2015 INITIAL ADOPTION April 23, 2015. Development Plan adopted. 02 Modification made to the DMC Development District. 03 Development Plan. One of the primary goals of the Act was the adoption of a Development Plan. In September 2013, the DMCC established specific goals and objectives for the Development Plan: to create a comprehensive strategic plan, and over the life of the project, to stimulate over $5 billion in private investment that will be supported by $585 million in public funds, create 35,000-45,000 new jobs, generate $7.5 billion to $8.5 billion in net new tax revenue, and achieve the highest quality patient, visitor, and resident experience. The Development Plan is the strategic framework for the DMC initiative, establishing a comprehensive business and economic development strategy. It includes land use, transportation and infrastructure planning, market research, funding priorities, business and economic development, and market strategies. Upon making the findings set forth in the Act, including finding that the City had approved the Development Plan, the DMCC adopted the Development Plan on April 23, 2015. The Act requires that the Development Plan be updated not less than every five years. The Five-Year Update was approved by the City and by the DMCC in 2020. The next Five-Year Update to the Twenty-Year DMC Development Plan is underway and scheduled for approval by the end of 2025. Private Investment Leads Public Investment. The Act requires that private investment lead the way for this private-public model of partnership. The required private investment of $200,000,000 before state funding would begin under the Act was met in 2017. The graph below depicts the cumulative private investment, in millions of dollars, since 2013. CUMULATIVE INVESTMENT IN MILLIONS 04 200 400 600 800 1,000 1,200 1,400 1,600 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Progress of projects identified in the Development Plan. According to the Act, a public infrastructure project must be approved by the DMCC before it is proposed to the City. The DMCC must review the project proposal for consistency with the Development Plan. Since the adoption of the Development Plan on April 23, 2015, a number of projects have been approved by the DMCC and the City. A map of the DMC Development District and key projects is included as Exhibit A. A summary of major approved projects in the DMC Development District is attached as Exhibit B. We wish to highlight the progress in 2024 of certain approved projects: Discovery Walk Riverfront Reimagined Downtown Property Preservation Soldiers Field Memorial Park Mobility West Transit Village Capital Improvement Plan 05 DISCOVERY WALK Discovery Walk is a four-block linear parkway along 2nd Avenue SW. It connects Annenberg Plaza to Soldiers Field Memorial Park and functions as an extension of the Heart of the City public realm project. Discovery Walk is designed to feel like a park and to promote health, wellness, and innovation by creating a high amenity pedestrian experience while also maintaining flexibility for bike and vehicular access as well as civic events and future development. It also serves as a catalyst for future private development in Discovery Square. Construction was substantially completed in 2024 and, in addition to significant upgrades and upsizing of below-grade sewer and street infrastructure that can accommodate future development, includes a pedestrian ramp, pedestrian lighting art, and a snow melt system. 06 RIVERFRONT REIMAGINED Following a City-initiated small area plan study for a portion of the 60+ acre area located southeast of the downtown core on the Zumbro River, the City continues to lead development of this “front door” to the river to a gateway into downtown. In July of 2022, the City adopted a preferred plan to guide the transformation of the redevelopment area to a future mixed-use neighborhood. In August of 2022, the City was awarded a federal RAISE grant in the amount of $19.9 million for the Sixth Street Bridge crossing the Zumbro River. In 2024, DMC worked in collaboration with City staff to select the consultant team and will continue to participate in the planning and development process, focusing on the public realm experience and linkages between this site and the rest of the district. East and West side renderings of Riverfront Area. 07 Downtown Waterfront Southeast 08 DOWNTOWN PROPERTY PRESERVATION The DMC Development Plan “states the preservation of historic landmarks and districts is an important part of a city’s historic fabric … As the DMC implementation process moves forward, we recommend the EDA work with federal agencies, state agencies and local organizations to evolve strategies and programs to incentivize historic preservation [in the] DMC District.” On January 22, 2024, the City established a thirty-two-property, commercial historic district located within the DMC District. On May 23, 2024, the DMCC approved the creation of a downtown property preservation program, providing funding for public infrastructure projects within the commercial historic district. Since the programs establishment in May of 2024, four funding requests have been approved by the DMCC resulting in preservation, improvement, and adaptive reuse, and substantial private investment, into four historic properties within the district. Soldiers Field contains 150 acres of memorials and active recreation space, including 4,000 feet of riverfront. The northern portion lies within the DMC district and is featured in the DMC Development Plan as an anchor of the Education and Recreation subdistrict. This project also maximizes connections to other key features of the DMC district: Discovery Walk connects the Heart of the City to Soldiers Field and the Sixth Street Bridge will link Soldiers Field to the downtown waterfront area. The public realm improvements within the district feature an aquatics center, with lap pool, bath house, wading pool, and outdoor seating, new basketball courts, adding a trail through the northeast corner of the park, nature play area, community shelter, public restrooms, and new public parking. Construction was completed in 2024 resulting in a record number of visits by community members. SOLDIERS FIELD MEMORIAL PARK 09 Progress continued on the approximately three-mile bus rapid transit project known as “Link BRT.” In 2022, the City and Mayo Clinic entered a twenty-year operating agreement in which Mayo Clinic will cover the annual local match for operating costs and all riders may use the system without paying fares. In 2023, design work was nearly completed, and state and federal environmental reviews concluded. With the significant progress in project planning and qualifying expenditure, the City certified, and DEED approved, $10,999,434.78 in transit contributions for 2023, qualifying for the State’s disbursement of $7,500,000 as the annual maximum of state transit aid. In 2024, the City and DMC hosted members of the Federal Transit Administration in order to receive approximately $58,000,000 in funding for Link BRT and DMCC approved $13,740,000 in contingency funding for the project. City, DMC and Mayo Clinic are currently working with consultants with the goal of creating a world-class experience that centers equity of access and foregrounds BRT as a desirable consumer choice. MOBILITY A critical component of the Link experience is the future development of the West Transit Village at the western terminus at Second Street SW. The vision for the West Transit Village extends far beyond parking, with the potential uses of mixed income housing, retail, and childcare. In 2023, Mayo Clinic selected a team of development partners to prepare design options for a final site plan. Service early in the morning to late at night. Service every 5 minutes during rush hours & 10 minutes other times. Fare-free servicefor all riders. Fully electric busfleet withon-routechargers. Stations with shelter, heating, light, and real-time signage. 10 EX H I B I T WEST TRANSIT VILLAGE 11 The West Transit Village is a key element of enabling Link Bus Rapid Transit to function and provide an experience benefiting the DMC vision of Rochester as a world-class destination. In 2024, the project team worked with the private sector with the goal of shifting a significant portion of commuting trips downtown away from single occupant vehicles to other modes including bus rapid transit, building 500 units of market rate and affordable housing, and service-oriented retail and childcare. Construction of the West Transit Village will begin in 2025. 24 CAPITAL IMPROVEMENT PLAN (CIP) In addition to previously noted projects, the DMCC and the City have approved a Capital Improvement Plan (“CIP”) for public infrastructure projects for 2025. Projects identified in the CIP are categorized as follows: Public Realm, Mobility, Strategic Redevelopment, and Streets and Sewers. 12 Chateau Theatre Improvements and Assets Preservation Heart of the City PUBLIC REALM LINK Bus Rapid Transit, including Second Street Reconstruction and Streetscape MOBILITY STRATEGICREDEVELOPMENT STREETS ANDSEWERS Sixth Street Corridor: Sixth Street Bridge, Sixth Street SE, Waterfront Connectivity Aligning infrastructure: Bold. Forward. Unbound. in Rochester Aligning infrastructure: West Transit Village Continued funding of a “strategic redevelopment fund” supporting the DMCC and City in its response to DMC funding applications. Interim Wayfinding DMC funding remains available to advance previously approved projects, including strategic development, riverfront pre-development, St. Marys Place sub-district public realm, a thermal energy network, multi-modal streets, and implementation of Rochester’s Downtown Task Force recommendations. 13 The DMC CIP reflects only a portion of the number and type of public and private development projects in the DMC district. Early strategic DMC investments in public infrastructure and commercial and residential projects successfully established Rochester as a destination for investment and development. Additionally, DMC projects continue to benefit from community co-design, a process that recruits those most impacted by a project to assist in advocating for underrepresented communities and perspectives. Other projects, which are now proceeding without the need for public DMC support, include workforce and market-rate housing, world-class medical care and research facilities, retail and dining spaces, small business improvements, and more. In addition to these transformative capital investments, the City and the EDA have successfully secured economic revitalization, sustainability, workforce, and equitable community-building grants, including through DEED’s Main Street Economic Revitalization Program, Bloomberg Philanthropies Global Mayors Challenge, and the McKnight Foundation. These grant awards, secured by the DMCC’s partners, support and augment the advancement of DMC priorities. Actual Cost and Financing Sources. Actual costs and financing sources, including the amount paid under Minnesota Statutes, Section 469.47, and required local contributions of projects completed in the previous two years by the DMCC, City, Olmsted County, and Mayo Clinic. The Act requires that an annual certification of private investment by Mayo Clinic and other private investors be made to DEED by April 1 of each year, and DEED must certify that $200,000,000 of private investment has been made before any state funding may be paid. This threshold was met and exceeded in 2017. The cumulative total amount of certified Mayo Clinic and other private investments to date is $1,607,368,325.14 In compliance with Minnesota Statutes Section 469.47, the annual certification of Mayo Clinic and other private investment that was submitted to DEED on March 27, 2024 is attached as Exhibit C. Also, attached as Exhibit D, is the annual certification of City expenditures, which was submitted to DEED on March 26, 2024. DEED conducted its own audit process of the certified expenditures and then approved the expenditures. The DEED certifications, dated June 28, 2024, are attached as Exhibit E. In addition, we offer the following information: 15 The 2025 combined operating and capital improvements budget for the DMC totals $38,486,379. Of this amount $4,675,660 will be provided by the County from its 0.25% sales tax. The remaining amount is to be provided by the City of Rochester from a variety of City funding sources, including its 0.25% DMC sales tax. In addition, Mayo Clinic has pledged financial and in-kind funding to the EDA in the amount of $1,555,400. $38,486,379 Through December 31, 2024, General State Infrastructure Aid in the amount of $157,591,189 has been received. State Transit Aid in the amount of $15,000,000 has been received through December 31, 2024. $172,591,189 Through December 31, 2024, Olmsted County has contributed $22,500,000. $22,500,000 Actual costs paid by the City from commencement through December 31, 2024 have totaled $72,327,933, based on year-end unaudited costs. The funding source was initially City internal borrowing, which is being repaid, along with the costs for new projects and initiatives, by the City’s 0.25% DMC sales tax. The City has also issued capital debt for a parking ramp in the district. Just as the Mayo Clinic investments and other private investments have underscored the commitment to DMC, so too have the City contributions. $72,327,933 Estimated Costs and Financing Sources for Projects to be started in the next two years by the DMCC, City, County, and Mayo Clinic. The Development Plan sets forth a framework and examples of projects that may be considered for funding in the next several years. Each project will be approved on an individual basis. See also the report response to statutory elements “2” and “3”. 16 Rendering of planned new Mayo Clinic facilities in downtown Rochester BOLD. FORWARD. UNBOUND. IN ROCHESTER Project complete by 2030 $5 billion investment $500 million in sustaining projects 2.4 million square feet of new space First buildings open in 2029 $600M Rochester 2023 Permit Valuation $646M St. Croix Bridge $1 B US Bank Stadium $2.6 B 2024 State of MN Bonding Bill $2.7 B SW Light Rail $3.2 B MSP Airport Expansion $5 B Mayo Clinic BOLD. FORWARD. UNBOUND. IN ROCHESTER Comparative Investments within Minnesota Highlights of the project: 17 18 DMC CAPITAL IMPROVEMENT PLAN DESCRIPTION PUBLIC REALM MOBILITY STRATEGIC DEVELOPMENT STREETS AND SEWERS OPERATIONS DESCRIPTION DESCRIPTION DESCRIPTION DESCRIPTION Chateau Theatre:Asset Preservation Interim Wayfinding DMC SOURCE DMC GSIA DMC GSIA DMC GSIAStrategic Redevelopment PROPOSED 2025DMC FUNDING $100,000 $100,000 Subtotal $200,000 $7,422,437 Subtotal $26,110,729 $13,740,000 $3,000,000 Subtotal $3,000,000 DMC GSIASixth Street Bridge, SixthSt. SE,Waterfront Connectivity $2,500,000 DMC GSIAAligning Infrastructure:Bold. Forward. Unbound. in Rochester $1,000,000 DMC GSIAAligning Infrastructure:West Transit Village $1,000,000 Subtotal $4,500,00 DMC Corporation CITY DMC AID $229,877 DMC Administrative Supportby City of Rochester CITY DMC AID $100,000 DMC EDA CITY DMC AID $2,984,632 Subtotal $4,675,650 City DMC Project Management CITY DMC AID $1,361,141 DMC COUNTY TRANSIT AIDRapid Transit, including SecondStreet Reconstruction andStreetscape DMC STATE TRANSIT AID DMC COUNTY TRANSIT AIDFTA-required Rapid TransitContingency $4,948,292 2025 DMCFUNDING TOTAL $38,486,379 Debt service schedules for all outstanding obligations of the City for debt issued for projects identified in the plan. 19 203520 Post-Sale $21,265,000 Rochester, Minnesota General Obligation Tax Increment Revenue Bonds, Series 2017B (Parking Ramp Project) DEBT SERVICE SCHEDULE I+P latoTtseretnInopuoClapicnirPetaD ----8102/10/20 48.936,04548.936,045--8102/10/80 02/01/2019 550,000.00 5.000%381,628.13 931,628.13 31.878,76331.878,763--9102/10/80 02/01/2020 735,000.00 5.000%367,878.13 1,102,878.13 31.305,94331.305,943--0202/10/80 02/01/2021 775,000.00 5.000%349,503.13 1,124,503.13 31.821,03331.821,033--1202/10/80 02/01/2022 815,000.00 5.000%330,128.13 1,145,128.13 31.357,90331.357,903--2202/10/80 02/01/2023 855,000.00 5.000%309,753.13 1,164,753.13 31.873,88231.873,882--3202/10/80 02/01/2024 895,000.00 5.000%288,378.13 1,183,378.13 31.300,66231.300,662--4202/10/80 02/01/2025 940,000.00 5.000%266,003.13 1,206,003.13 31.305,24231.305,242--5202/10/80 02/01/2026 990,000.00 5.000%242,503.13 1,232,503.13 31.357,71231.357,712--6202/10/80 02/01/2027 1,035,000.00 5.000%217,753.13 1,252,753.13 31.878,19131.878,191--7202/10/80 02/01/2028 1,090,000.00 2.000%191,878.13 1,281,878.13 31.879,08131.879,081--8202/10/80 02/01/2029 1,110,000.00 2.250%180,978.13 1,290,978.13 36.094,86136.094,861--9202/10/80 02/01/2030 1,135,000.00 3.000%168,490.63 1,303,490.63 36.564,15136.564,151--0302/10/80 02/01/2031 1,170,000.00 2.750%151,465.63 1,321,465.63 31.873,53131.873,531--1302/10/80 02/01/2032 1,200,000.00 2.750%135,378.13 1,335,378.13 31.878,81131.878,811--2302/10/80 02/01/2033 1,235,000.00 2.875%118,878.13 1,353,878.13 00.521,10100.521,101--3302/10/80 02/01/2034 1,270,000.00 2.875%101,125.00 1,371,125.00 57.868,2857.868,28--4302/10/80 02/01/2035 1,305,000.00 3.000%82,868.75 1,387,868.75 57.392,3657.392,36--5302/10/80 02/01/2036 1,345,000.00 3.000%63,293.75 1,408,293.75 57.811,3457.811,34--6302/10/80 02/01/2037 1,385,000.00 3.000%43,118.75 1,428,118.75 57.343,2257.343,22--7302/10/80 02/01/2038 1,430,000.00 3.125%22,343.75 1,452,343.75 74.507,054,92$74.507,581,8$-00.000,562,12$latoT SIGNIFICANT DATES Dated Date...........................................................................................................................................................................11/16/2017 Delivery Date....................................................................................................................................................................... 11/16/2017 First Ccoupon Date................................................................................................................................................................8/01/2018 Yyield Statistics Bond Year Dollars................................................................................................................................................................$254,390.21 Aaverage Life.........................................................................................................................................................................11.963 Years Aaverage Coupon.................................................................................................................................................................. 3.2177754% Net Interest Cost (NIC).........................................................................................................................................................2.7176241% True Interest Cost (TIC)....................................................................................................................................................... 2.6417803% Bond Yield for Arbitrage Purposes.......................................................................................................................................2.6130470% All Inclusive Cost (AIC)........................................................................................................................................................ 2.6889724% IRS Form 8038 Net Interest Cost.................................................................................................................................................................. 2.6154299% Weighted Average Maturity..................................................................................................................................................11.612 Years Series 2017B GO TIF Parki | SINGLE PURPOSE | 10/16/2017 | 12:02 PM EX H I B I T MAP OF DMC DEVELOPMENT DISTRICT AND KEY PROJECTS 21 A 22 A 2434 SUMMARY OF MAJOR PROJECTS EXHIBIT 23 B HOTEL INDIGO RENOVATIONS The Hotel Indigo involved the renovation of an existing 172- room Holiday Inn, located in the “Downtown Waterfront” subdistrict as described in the Development Plan. Approved in 2018, the $42 million redevelopment included the addition of 33,000 square feet to the existing 114,500 square feet and provided approximately 111 construction jobs and 28 new permanent jobs. Opening of the new hotel and restaurant occurred in 2020. 24 HYATT HOUSE The Hyatt House project is located in the “Central Station” subdistrict as described in the Development Plan. Approved in 2018, the $44 million project includes an eight-story, 172- room extended-stay hotel, and provided approximately 257 construction jobs while creating 38 permanent jobs. This project was completed in 2021. TWO DISCOVERY SQUARE Located at 209 5th St SW, this expansion of the DMC bio-medical, research, and technology innovation campus is a 125,000 square foot bioscience building. It features tech-forward tenant spaces designed with flexible lab capacity and leading-edge technology. Construction was completed in 2022. 26 EXHIBIT HILTON MAYO The Hilton Rochester Mayo Clinic Area (formerly known as the “Broadway at Center” project) is located in the “Downtown Waterfront” subdistrict as described in the Development Plan. Approved in 2015, this 371,000 square foot mixed-use project includes a 264-room hotel, restaurants, retail space, a skyway connection, and a five-level public parking ramp with 540 public spaces and 90 private spaces. The restaurants and hotel opened in 2019. THE BERKMAN The Berkman Apartments (formerly known as the “Alatus Project”) is located on 2nd Street SW in the “Saint Marys” subdistrict as described in the Development Plan. Approved in 2016, this mixed- use project involved the construction of an approximately 350,000 square foot, thirteen-level commercial and residential complex. It includes 350 market-rate rental units, created an estimated 235 construction jobs and eight permanent jobs, and generated a total of $115 million in private investment. The Berkman was completed in 2020. BRYK ON BROADWAY The Bryk on Broadway is located at 401 Broadway Ave N. It is a mixed-use, mixed-income apartment building consisting of 180 workforce housing apartments, providing rent at varying levels. Construction was completed in 2023. 25 THE MAVEN ON BROADWAY The Maven on Broadway (formerly known as Urban on First) is located south of 4th Street SW between 1 st Avenue SW and Broadway Avenue and is in the “Discovery Square” subdistrict as described in the Development Plan. Approved in 2017, this approximately $38 million mixed use project includes a six-story building with 156 market rate rental units, parking, and street level commercial and retail space for a total of 238,700 square feet. The Maven on Broadway was completed in 2019. ONE DISCOVERY SQUARE One Discovery Square (formerly known as Discovery Square Phase One) is on First Avenue SW in the “Discovery Square” subdistrict as described in the Development Plan. Approved in 2017, this approximately $35 million bio-science building is a center of innovation and is housing companies whose mission is to accelerate bioscience and technology discoveries to market. The four story, 89,000 square foot building includes office, collaborative, and retail space. As noted above, this project is the first phase of achieving a key component of the Development Plan: providing jobs in the bio-science sector. One Discovery Square was completed in 2019. WELLS FARGO RENOVATION This project is a renovation of a 92,000 square foot existing building, located in the “Heart of the City” subdistrict as described in the Development Plan. Approved in 2018, this project is a catalyst for the public realm in the Heart of the City subdistrict and includes connections to the street and pedestrian skyway. The renovation has made approximately 23,000 additional square feet of commercial or office space available. The project created an estimated 30 construction jobs and provided 115 permanent jobs. This project was completed in 2020.26 PROJECTS WITHOUT DMC FUNDING 27 CONLEY MAASS BUILDING A renovated historic building featuring a restaurant and space for high-tech companies. The renovation was completed in 2016. 1ST AVENUE FLATS A 68-unit affordable housing building, and all of the units are income-restricted to persons at or below 60% of the area median income opened in 2017. FLATS ON 4TH A six-story mixed-use development consisting of 92 rental apartment units, with 19 units affordable to persons at 50% of the area median income, and 2,300 square feet of retail space opened in 2018.RESIDENCE AT DISCOVERY SQUARE A six-story, mixed use development consisting of 143 rental apartment units, with 20% of the units affordable to persons at 60% of the area median income, and 15,400 square feet of commercial/retail space opened in 2019. HUE APARTMENTS A six-story, mixed use development consisting of 50 rental apartment units and 2,000 square feet of commercial/retail space opened in 2020. TOWNEPLACE SUITES BY MARRIOT A 110 room hotel with two levels of underground parking opened in 2021. LOFTS AT MAYO PARK A five-story, 29-unit market-rate rental apartment project completed in 2017. 501 ON FIRST A five-story, mixed-use development consisting of 84 rental apartment units and 21,000 square feet of commercial/retail spaces opened in 2018. EVEN HOTELS AND STAYBRIDGE SUITES A 246 room dual-branded hotel opened in 2021. UNIVERSITY OF MINNESOTA ROCHESTER STUDENT HOUSING A 400-person-capacity student housing development created via the renovation of a former DoubleTree Hotel opened in 2023. 28 FIRST & BANKS A seven-story, 219-unit rental apartment development being constructed east of Soldiers Memorial Field. Site preparation is underway. EX H I B I T C ANNUAL CERTIFICATION OF MAYO CLINIC AND OTHER PRIVATE INVESTMENTS 29 As to private investment certifications, in 2024, we certified a total of $146,235,676 for the year ending December 31, 2023, which includes $133,652,089 in Mayo Clinic investments and $12,583,587 in other private investments. The cumulative total of Mayo Clinic and other private investments through 2023 is $1,607,368,325. $146,235,676$133,652,089$12,583,587 Private Investments Total InvestmentMayo Clinic Investments 30 A 31 A 32 33 34 35 Project/Equipment Name 2013 - 2022 Expenditures Reported Prior Years Expenditures not previously reported 2023 Expenditures Total Expeditures reported for 2023 Total Spent as of December 31st 2023 Mary Brigh East Expansion 2,065,139.65$ -$ -$ -$ 2,065,139.65$ Dermatology Remodel 9,123,648.24$ -$ -$ -$ 9,123,648.24$ Sports Medicine Center 5,666,939.49$ -$ -$ -$ 5,666,939.49$ 2915 Warehouse Infrastructure 693,219.52$ -$ -$ -$ 693,219.52$ Core 200 SMH Operating Room Renovation 1,411,411.46$ -$ -$ -$ 1,411,411.46$ Anatomic Pathology Office Remodel 476,041.94$ -$ -$ -$ 476,041.94$ Psychiatry and Psychology Master Plan, Phase 1A - Generos 1,213,985.91$ -$ -$ -$ 1,213,985.91$ Development Remodel 2,679,274.32$ -$ -$ -$ 2,679,274.32$ Bed Tower Modernization MB east 44,118,257.74$ -$ -$ -$ 44,118,257.74$ Domitilla 3 Modernization 7,762,425.78$ -$ -$ -$ 7,762,425.78$ Remodeling laboratory space on Guggenheim 5.265,065.75$ -$ -$ -$ 265,065.75$ Saint Marys Hospital Chiller Addition 4,631,632.46$ -$ -$ -$ 4,631,632.46$ Institute Hills Chiller Replacement 441,903.16$ -$ -$ -$ 441,903.16$ Radiation Oncology Room "E" Linear Accelerator Replaceme 188,793.94$ -$ -$ -$ 188,793.94$ DLMP Phlebotomy Remodel 1,615,648.60$ -$ -$ -$ 1,615,648.60$ Mary Brigh Electrical Upgrades (Phase 3)2,002,781.62$ -$ -$ -$ 2,002,781.62$ SDSC Expansion Construction Only 21,500,990.14$ -$ -$ -$ 21,500,990.14$ Creation of the consolidated freezer and BAP facility at the 2 4,006,693.46$ -$ -$ -$ 4,006,693.46$ Remodeling of multiple laboratories on Guggenheim 8 774,090.58$ -$ -$ -$ 774,090.58$ Four Operating Rooms Off Core 700 3,082,756.73$ -$ -$ -$ 3,082,756.73$ Remodeling within the Metabolomics Core on Alfred 5 616,212.48$ -$ -$ -$ 616,212.48$ Thermo TSQ Triple Quadrapole MS (assets 147506 & 14534 596,292.00$ -$ -$ -$ 596,292.00$ Remodeling within Opus 1 to accommodate space for a new 480,162.90$ -$ -$ -$ 480,162.90$ Employee and Community Health Southeast Clinic 4,326,200.60$ -$ -$ -$ 4,326,200.60$ Cardiac Catheterization Procedure Room 103 Remodel - Sa 412,584.91$ -$ -$ -$ 412,584.91$ Gonda 5, 5th PET/CT Installation & Uptake 301,874.69$ -$ -$ -$ 301,874.69$ Executive, Development and International Program Expansio 1,389,522.23$ -$ -$ -$ 1,389,522.23$ DOM 3/4 Infrastructure Revisions for Remodeling 2,109,759.78$ -$ -$ -$ 2,109,759.78$ Clinical Genome Sequencing, Lab Expansion 296,600.82$ -$ -$ -$ 296,600.82$ Varian Medical Systems (asset 145374)3,334,879.00$ -$ -$ -$ 3,334,879.00$ CMCT and Prev. Med. Relocation Gonda 18 to Mayo East 17 358,383.16$ -$ -$ -$ 358,383.16$ Cancer Center Station Eisenberg 4-3 892,147.20$ -$ -$ -$ 892,147.20$ CT Simulator I Replacement Charlton S-259, S-261 191,170.81$ -$ -$ -$ 191,170.81$ CT Scanner - 5yr (Asset 162815)687,812.80$ -$ -$ -$ 687,812.80$ Charlton 2 Incremental 3T Body Scanner 749,773.48$ -$ -$ -$ 749,773.48$ 3T Siemens Skyra MRI (assest 166875, 167065-167082)1,637,261.00$ -$ -$ -$ 1,637,261.00$ SMC, Mary Brigh Main NH, MR-MCR 1.5T Replacement Sca 448,573.83$ -$ -$ -$ 448,573.83$ GE; 1.5T Optima MR450W (assest 165084, 165346-165359 1,130,292.00$ -$ -$ -$ 1,130,292.00$ SMC, Mary Brigh Main NH, MR-MCR 1.5T Replacement Sca 595,824.88$ -$ -$ -$ 595,824.88$ DISCOVERY MRI Mary Brigh (assets 169437,171643, 1716 1,513,704.55$ -$ -$ -$ 1,513,704.55$ Renovation Mary Brigh Main, PACU - Phase 4 2,059,423.01$ -$ -$ -$ 2,059,423.01$ SMH Mary Brigh East Corridor Relocation 4,918,632.07$ -$ -$ -$ 4,918,632.07$ Dr. Lee Diamond Reactor Lab Remodel on Med Sci SL 226,408.57$ -$ -$ -$ 226,408.57$ MR-RO-CN-1-MR/PET installation 781,558.09$ -$ -$ -$ 781,558.09$ GE; DISCOVERY MR750 PET (Assets 149876, ,150145-150 3,698,538.02$ -$ -$ -$ 3,698,538.02$ CT Scanner Replacements (3L, 3Z & 4J) - somatom - CH 2 561,057.62$ -$ -$ -$ 561,057.62$ Somatom Force CT (Asset 157628)1,831,372.00$ -$ -$ -$ 1,831,372.00$ Linear Acc Replace Rm "C"185,937.00$ -$ -$ -$ 185,937.00$ VARATHON MEDICAL; TRUE BEAM (Asset 162800)2,895,908.00$ -$ -$ -$ 2,895,908.00$ SIEMENS; CT EDGE (Asset 163463)856,459.02$ -$ -$ -$ 856,459.02$ SIEMENS; SOMATOM DEFINITION (Asset 164325)862,578.20$ -$ -$ -$ 862,578.20$ Incremental MRI Body Scanner 603,049.87$ -$ -$ -$ 603,049.87$ SIEMENS; SKYRA 3TMRI (Asset 157191, 157322-157339)1,859,239.00$ -$ -$ -$ 1,859,239.00$ GO3 Build 2 CT Bays 656,293.35$ -$ -$ -$ 656,293.35$ SIEMENS; SOMATOM FORCE CT (Asset 149843)1,750,000.00$ -$ -$ -$ 1,750,000.00$ PHILIPS; XPER FD20 (Assets 147302, 147339, 147392)1,649,213.30$ -$ -$ -$ 1,649,213.30$ Neurology Renovation, Mayo 8 4,989,615.93$ -$ -$ -$ 4,989,615.93$ Mayo 8 - Lobby Remodel 1,137,290.91$ -$ -$ -$ 1,137,290.91$ Vascular OR Core 801 SMH 1,059,949.88$ -$ -$ -$ 1,059,949.88$ Rad Vascular Imaging Ste 90 144,461.29$ -$ -$ -$ 144,461.29$ SIEMENS MEDICAL; ARTIS ZEE (Asset 146871,146872)985,408.00$ -$ -$ -$ 985,408.00$ CT MBM Incremental Interventional CT 1,268,114.01$ -$ -$ -$ 1,268,114.01$ SIEMENS; DEFINITION EDGE CT (Asset 148622, 148623)1,315,697.00$ -$ -$ -$ 1,315,697.00$ CH N Neuro Scanner CN l-119C 561,796.54$ -$ -$ -$ 561,796.54$ SIEMENS; PRISMA 3T MRI and Accessories (Asset 157677 2,241,875.00$ -$ -$ -$ 2,241,875.00$ USPS Building Purchase (Asset 156757, 156758)2,185,017.25$ -$ -$ -$ 2,185,017.25$ Land for Ronald McDonald House (Asset 147588, 147589)1,000,203.16$ -$ -$ -$ 1,000,203.16$ GE; DISCOVERY 710 PET Scanner (Asset 148389)2,103,046.58$ -$ -$ -$ 2,103,046.58$ Fixed Wing Building 533,262.51$ -$ -$ -$ 533,262.51$ Hematopathology Consolidation, Hilton Building 7th Floor 2,018,886.34$ -$ -$ -$ 2,018,886.34$ Vacate Ei 7-1/7-2 Dermatology Phototherapy Phototherapy R 439,830.58$ -$ -$ -$ 439,830.58$ Relocation of Respiratory Care Unit 1,184,489.68$ -$ -$ -$ 1,184,489.68$ Linen Service Depot-3939 Building 1,882,309.32$ -$ -$ -$ 1,882,309.32$ Media On Demand Replacement Project 699,440.19$ -$ -$ -$ 699,440.19$ Temporal Bone Lab remodel (original $600K)126,259.12$ -$ -$ -$ 126,259.12$ Dr. Misra Laboratory, Gugg 6 314,232.69$ -$ -$ -$ 314,232.69$ Permitted Expenditures from July 1, 2013 to December 31, 2023 Project/Equipment Name 2013 - 2022 Expenditures Reported Prior Years Expenditures not previously reported 2023 Expenditures Total Expeditures reported for 2023 Total Spent as of December 31st 2023 Permitted Expenditures from July 1, 2013 to December 31, 2023 Lab Remodel Gugg 17 and 18 507,816.33$ -$ -$ -$ 507,816.33$ Space assignment for Dr. Burns and Dr. Scarisbrick surgery –372,474.03$ -$ -$ -$ 372,474.03$ Guggenheim 13 Space Remodel 286,997.78$ -$ -$ -$ 286,997.78$ Charlton Desk R Lobby Remodel 397,223.24$ -$ -$ -$ 397,223.24$ Jacobson Building Operating Rooms 23,568,520.11$ -$ -$ -$ 23,568,520.11$ Charlton 1 PET/CT (DRX- 1 Replacement) E-3006 132,948.22$ -$ -$ -$ 132,948.22$ GE - Discovery PET/CT 710 (Asset 178322)1,500,726.20$ -$ -$ -$ 1,500,726.20$ Gastroenterology & Hepatology Renovation 7,362,527.52$ -$ -$ -$ 7,362,527.52$ Stryker Sales Corporation - Alfred 6 Integration (Assets 1805 1,126,322.95$ -$ -$ -$ 1,126,322.95$ Philips Fluoroscopy (Assets 181122-181123)1,335,625.38$ -$ -$ -$ 1,335,625.38$ 7T MRI Scanner 1,916,246.30$ -$ -$ -$ 1,916,246.30$ SMH Campus Radiology Consolidation 23,568,544.51$ -$ -$ -$ 23,568,544.51$ Mary Brigh East Tower Additional Floors 17,320,752.84$ -$ -$ -$ 17,320,752.84$ Eisenberg 7-1 and 7-2 6,312,270.07$ -$ -$ -$ 6,312,270.07$ Pre Post Expansion on Gonda 2 Gonda 2-467 266,028.69$ -$ -$ -$ 266,028.69$ Franklin Heating Station Chiller #4 Replacement 2,286,167.61$ -$ -$ -$ 2,286,167.61$ Mary Brigh 4, Room 106 Heart Rhythm Services Remodeling 538,995.91$ -$ -$ -$ 538,995.91$ Siemens - Fluoroscopy 106 (Asset 172294)1,508,299.00$ -$ -$ -$ 1,508,299.00$ Mary Brigh 4, Room 111 Heart Rhythm for Equipment Replac 217,834.13$ -$ -$ -$ 217,834.13$ Siemens - Siemens fluoroscopy room 111 (Asset 179164)801,942.00$ -$ -$ -$ 801,942.00$ Charlton North MR-MCR NU 3T Replacement Scanner 354,930.50$ -$ -$ -$ 354,930.50$ MAGNETOM Prisma 3T (asset 173601)2,184,842.00$ -$ -$ -$ 2,184,842.00$ Charlton North MR-MCR NT 1.5 Replacement Scanner 587,509.18$ -$ -$ -$ 587,509.18$ SIEMENS; 1.5T OPEN 70CM (assets 169436,171642,17165 1,188,732.00$ -$ -$ -$ 1,188,732.00$ Research Biplane Angiography System Replacement 78,970.28$ -$ -$ -$ 78,970.28$ SIEMENS; ARTIS ZEE BIPLANE (asset 165045-165046)1,158,442.00$ -$ -$ -$ 1,158,442.00$ 41st Street Professional Complex 9,831,862.38$ -$ -$ -$ 9,831,862.38$ Precision Medicine Initiative 8,392,748.33$ -$ -$ -$ 8,392,748.33$ Motoman (Asset 184543)4,031,557.00$ -$ -$ -$ 4,031,557.00$ Autogen (Assets 175437-175447)2,023,074.27$ -$ -$ -$ 2,023,074.27$ Hamilton Star (Assets 171685, 172326)440,763.20$ -$ -$ -$ 440,763.20$ Hamilton Bios Freezer (Asset 186447)5,127,252.84$ -$ -$ -$ 5,127,252.84$ PerkinElmer Spectrophotometer (Asset 169459)39,920.00$ -$ -$ -$ 39,920.00$ Hamilton Robotic Upgrades 45,951.00$ -$ -$ -$ 45,951.00$ Hamilton Star (Asset 179090)235,653.10$ -$ -$ -$ 235,653.10$ Hamilton Tube Handler - REQ# 2027700 34,358.20$ -$ -$ -$ 34,358.20$ Hamilton Capper/Decapper Motoman Line (Asset 183593)77,010.00$ -$ -$ -$ 77,010.00$ Hamilton Star EasyBlood Liquid Handler (Assets 181647-181 776,489.90$ -$ -$ -$ 776,489.90$ Verso M2 - (Asset 179334)729,256.34$ -$ -$ -$ 729,256.34$ Hamilton EasyBlood Units (Assets 176522-176524)721,818.90$ -$ -$ -$ 721,818.90$ Hamilton Bios PMI #3 (PO 20028966)4,030,363.09$ -$ -$ -$ 4,030,363.09$ Hamilton Freezer Bios HL20 (PO 20031301)2,509,226.94$ -$ -$ -$ 2,509,226.94$ Mary Brigh East Operating Rooms 727,108.67$ -$ -$ -$ 727,108.67$ Siemens - Artis Zeeog Card. Thorax (Asset 180570)1,466,062.00$ -$ -$ -$ 1,466,062.00$ GE - Discovery IGS 740 (Asset 179172)1,363,946.45$ -$ -$ -$ 1,363,946.45$ Gonda 14 Radiographic Room DR Conversion E15-3011 RA 112,034.00$ -$ -$ -$ 112,034.00$ Gonda 14-158 Duo DR Replacement, E15-3014 RAD-MCR-154,034.23$ -$ -$ -$ 154,034.23$ West Pre/Post Remodel, Mary Brigh Main 2,022,954.79$ -$ -$ -$ 2,022,954.79$ Radiology - Charlton 1, VG6 Replacement E15-3003 138,704.91$ -$ -$ -$ 138,704.91$ GE; DISCOVERY 670 PRO 948,408.45$ -$ -$ -$ 948,408.45$ Cardiovascular Diseases Patient Appointment Coordinator 200,409.53$ -$ -$ -$ 200,409.53$ Reproductive Endocrinology and Infertility Relocation 2,378,634.23$ -$ -$ -$ 2,378,634.23$ Remodel Mary Brigh 6 to increase Medical ICU capacity 1,954,174.55$ -$ -$ -$ 1,954,174.55$ Mayo Building – Substation MA-E-5 Replacement 612,251.93$ -$ -$ -$ 612,251.93$ Pharmacokinetics Core Relocation 469,019.61$ -$ -$ -$ 469,019.61$ Remodel Baldwin 1 for ISP / Baldwin 1 Entry Vestibule Repla 4,186,165.25$ -$ -$ -$ 4,186,165.25$ Mycology/TB Expansion Hilton 8 3,256,953.15$ -$ -$ -$ 3,256,953.15$ CMIL/NIL Relocation and Expansion, Hilton 7 1,511,410.88$ -$ -$ -$ 1,511,410.88$ Human Cellular Therapy N2 Tank Storage Facility 491,016.90$ -$ -$ -$ 491,016.90$ Conversion of OR 609 from Hybrid OR to Coventional OR 496,613.67$ -$ -$ -$ 496,613.67$ Gonda 2 Decontamination Space Remodeling 285,911.99$ -$ -$ -$ 285,911.99$ Eisenberg AHU S-55 Replacement to Support REI Practice R 803,858.23$ -$ -$ -$ 803,858.23$ 41st Street.4,892,701.70$ -$ -$ -$ 4,892,701.70$ Guggenheim 15-02 integration of core facility and laboratory 368,357.82$ -$ -$ -$ 368,357.82$ Aging Center Space Remodel, Guggenheim 7 551,139.89$ -$ -$ -$ 551,139.89$ Stabile 11 Lab construction - Revzin 314,372.07$ -$ -$ -$ 314,372.07$ Installation of Open MRI System, Opus 1 590,676.24$ -$ -$ -$ 590,676.24$ Lab renovation ST 11, CRM recruit, Dr. Quinn Peterson 121,165.35$ -$ -$ -$ 121,165.35$ Saint Marys Campus Complex Intervention Unit 2,237,613.54$ -$ -$ -$ 2,237,613.54$ E16-3005 MR MCR-GO3 1.5 MR Scanner #1 1,276,416.38$ -$ -$ -$ 1,276,416.38$ Siemens - MAGNETOM Aera (Asset 182886; 182863-18288 1,688,565.00$ -$ -$ -$ 1,688,565.00$ RMC S-8 AHU Replacement 599,281.36$ -$ -$ -$ 599,281.36$ SMOP/Radiology Desk 3,571,641.14$ -$ -$ -$ 3,571,641.14$ Mary Brigh Main SMC Radiology Hybrid Procedural Suite - M 2,180,505.45$ -$ -$ -$ 2,180,505.45$ Philips - Ingenia 1.5T Omega HP R5 Q1 (Asset 183632; 183 1,474,847.09$ -$ -$ -$ 1,474,847.09$ 36 Project/Equipment Name 2013 - 2022 Expenditures Reported Prior Years Expenditures not previously reported 2023 Expenditures Total Expeditures reported for 2023 Total Spent as of December 31st 2023 Permitted Expenditures from July 1, 2013 to December 31, 2023 SMH Bulk Medical Gas Systems Replacement 977,452.73$ -$ -$ -$ 977,452.73$ Mary Brigh Main WestEntrance Upgrades 1,136,995.31$ -$ -$ -$ 1,136,995.31$ Neurology EEG/Epilepsy Remodel - DO 2 & JO 2 1,149,596.73$ -$ -$ -$ 1,149,596.73$ Gugg 13 Remodel 484,303.51$ -$ -$ -$ 484,303.51$ Plummer Library Renovations Phase 3&4 433,105.21$ -$ -$ -$ 433,105.21$ Philips Healthcare (Asset 196890)423,890.40$ -$ -$ -$ 423,890.40$ Office of Information Security Consolidation 1,117,001.99$ -$ -$ -$ 1,117,001.99$ Brackenridge Education Room Build out 526,051.76$ -$ -$ -$ 526,051.76$ USP 800 Haszardous Drug Handling Remodel 1,045,577.42$ -$ -$ -$ 1,045,577.42$ SMC Chilled Water Distribution Loop 934,150.96$ -$ -$ -$ 934,150.96$ Joseph Bldg Scope A Centralized Infrastructure 3,276,910.54$ -$ -$ -$ 3,276,910.54$ RMC S-5 Air Handling Unit Replacement 952,822.05$ -$ -$ -$ 952,822.05$ Tissue Typing Lab Pre-DNA Extraction Contamination Control 353,779.74$ -$ -$ -$ 353,779.74$ Retrofitting Med Sci 5 large animal facility; DCM Phase I 637,314.97$ -$ -$ -$ 637,314.97$ Consolidation/Relocation of Revenue Cycle 2,129,432.35$ -$ -$ -$ 2,129,432.35$ Gonda 15 Conversation of Family Waiting Room to Pre/Post Space 587,084.72$ -$ -$ -$ 587,084.72$ GU 5-Chakraborty lab construction, remodel west bay of GU 5 848,596.35$ -$ -$ -$ 848,596.35$ SMC OR 604,608, and 600 Decontamination Room Remodel, MB 1 1,118,164.67$ -$ -$ -$ 1,118,164.67$ E-18-3009 NM-MCR-CH1-R-PET/CT DRX2 159,572.79$ -$ -$ -$ 159,572.79$ SC18-3002 RAD-MCR-MAE4-I-Thoracic Reading Rooms 253,593.73$ -$ -$ -$ 253,593.73$ Medical Sciences 3 (Dr. A. Pandey and Proteomics Core)231,534.87$ -$ -$ -$ 231,534.87$ Pandey Biosafety Hoods--REQ#--R2050798 (PO 20033617) (Assets 190234-190235)13,362.24$ -$ -$ -$ 13,362.24$ Pandey BIOGNOSYS License--REQ#--R2050806 (PO 20033762) (Asset 192318)12,000.00$ -$ -$ -$ 12,000.00$ Pandey Fusion Lumos_2018--REQ#--R2050567 (PO 20033606) (Assets 190958-190960, 192300)1,308,079.83$ -$ -$ -$ 1,308,079.83$ Pandey Lab Fisher Capital 1--REQ#--R2049967 (PO 20033266) (Assets 189861,190212,190906,193852)57,209.39$ -$ -$ -$ 57,209.39$ Pandey VWR shaker--REQ#--R2050783 (PO 20033611) (Asset 190242)6,893.59$ -$ -$ -$ 6,893.59$ Pandey Nikon scope--REQ#--R2050789 (PO 20033602) (Asset 190249)18,799.83$ -$ -$ -$ 18,799.83$ Centralized Distribution of Utilities 41st Street 4,944,173.53$ -$ -$ -$ 4,944,173.53$ Hilton Substation Replacement 2,479,367.29$ -$ -$ -$ 2,479,367.29$ E17-3006 CT-MCR-GO3-R-3V Scanner 59,889.05$ -$ -$ -$ 59,889.05$ Siemens Somation Force (Asset 185457)1,930,400.00$ -$ -$ -$ 1,930,400.00$ Psychiatry & Psychology Master Plan Phase II 1,482,321.51$ -$ -$ -$ 1,482,321.51$ Upgrade of Medium Voltage Switch Center 1,034,828.91$ -$ -$ -$ 1,034,828.91$ Mary Brigh Kitchen Replacement East Tower Ground Level 1,646,319.22$ -$ -$ -$ 1,646,319.22$ E16-3010 MCR-DT-I-Incremental Downtown CT Scanner #1 1,726,161.72$ -$ -$ -$ 1,726,161.72$ Siemens; Somatom Force CT (Asset 188881)2,084,921.00$ -$ -$ -$ 2,084,921.00$ E16-3009 RAD-MCR-GO14 Radiographic Room DR Conversion 308,593.62$ -$ -$ -$ 308,593.62$ Paitent Lifts for Mary Brigh PCU 5C & 5F 829,680.46$ -$ -$ -$ 829,680.46$ Mary Brigh Shell Space Fit-Up (NICU & PICU)411,886.88$ -$ -$ -$ 411,886.88$ Antibody/Protein Immunology & Cinical Immunoassay Lab Relocation 3,644,272.87$ -$ -$ -$ 3,644,272.87$ Saint Marys Dialysis Unit 3,452,808.69$ -$ -$ -$ 3,452,808.69$ E17-3005 MR-MCR-MBM-R-MR29 Replacement 780,175.64$ -$ -$ -$ 780,175.64$ GE; Signa Artist 1.5T (Assets 188037-188049)990,208.00$ -$ -$ -$ 990,208.00$ Enhanced Critical Care Expansion 171,586.57$ -$ -$ -$ 171,586.57$ Relocation of Dr. Rajiv Kumar’s Laboratory to GU 6, Drs. J. Grande and V. Lowe, and C-SiG 280,649.20$ -$ -$ -$ 280,649.20$ Gonda 19 space remodel 267,061.02$ -$ -$ -$ 267,061.02$ SMC Mary Brigh Surgical Services AHU Replacement 2,047,419.63$ -$ -$ -$ 2,047,419.63$ Mary Brigh 3rd Floor OR Rooms Fit Out 24,543,539.46$ -$ -$ -$ 24,543,539.46$ Research PET/CT Charlton 6 2,291,819.29$ -$ -$ -$ 2,291,819.29$ Biograph Vision 600 (asset 192309)2,015,000.00$ -$ -$ -$ 2,015,000.00$ REO Makeup and Export Water Tank 831,767.94$ -$ -$ -$ 831,767.94$ Global Business Solutions Consolidation 353,569.35$ -$ -$ -$ 353,569.35$ RST SMC/RMC Visitior Cafeteria 20,786.96$ -$ -$ -$ 20,786.96$ Mail Order Pharmacy Relocation 7,545,680.99$ -$ -$ -$ 7,545,680.99$ Pharmacy Automation - Innovation (Asset 195397)2,722,535.76$ -$ -$ -$ 2,722,535.76$ 37 38 Project/Equipment Name 2013 - 2022 Expenditures Reported Prior Years Expenditures not previously reported 2023 Expenditures Total Expeditures reported for 2023 Total Spent as of December 31st 2023 Permitted Expenditures from July 1, 2013 to December 31, 2023 Discovery Square 11,282,293.00$ -$ -$ -$ 11,282,293.00$ SMC Modernization and Growth 131,478,396.07$ -$ 7,366,087.95$ 7,366,087.95$ 138,844,484.02$ Sports Medicine Relocaton to DAHLC 4 1,059,766.35$ -$ -$ 1,059,766.35$ Archives Warehouse Tissue Registry Expansion 6,288,919.63$ -$ -$ 6,288,919.63$ Redesign of Jacobson Locker Room 186,270.76$ -$ -$ 186,270.76$ Remodel of GIH Research Space GU 17, Phase 1 1,287,712.21$ -$ -$ 1,287,712.21$ SMH River Room 861,050.41$ -$ -$ 861,050.41$ RST E18-3008 MR-MCR-GO3-I-3T MR Scanner 851,472.87$ -$ -$ 851,472.87$ Discovery MI 25CM (Asset 189900)2,697,744.00$ -$ -$ 2,697,744.00$ Radiology Office Space and 3D Lab on Joseph 6 3,470,339.73$ -$ -$ 3,470,339.73$ SMC Decontamination Remodel Equipment and Replacement 1,285,541.44$ -$ -$ 1,285,541.44$ RST Impact Lab Expansion CAR-T Cell Initiative 5,722,895.79$ -$ 18,879.92$ 18,879.92$ 5,741,775.71$ 0068-18 E18-3021-RAD-MCR-MSH-MMB-R-RAD DR Conversion 413,802.12$ -$ -$ 413,802.12$ Eisenberg Dumbwaiter Replaceme 2,743,257.67$ -$ -$ 2,743,257.67$ Administrative Drop In Center 799,099.21$ -$ -$ 799,099.21$ Dr. Pipe Lab-DiscSq1 849,865.92$ -$ -$ 849,865.92$ Mayo Clinic Food Service, RMC 531,733.01$ -$ -$ 531,733.01$ 3D Metal Printer for Div of Engineering 720,429.73$ -$ -$ 720,429.73$ 41st Street Complex Employee Cafeteria 5,716,239.14$ -$ -$ 5,716,239.14$ RMC Eisenberg AHU-S62 Replacement 1,020,508.13$ -$ -$ 1,020,508.13$ 41st St Complex Infrastructure Upgrades- Phase 3 2,050,934.06$ -$ -$ 2,050,934.06$ Joseph 1 Northwest Local Infrastructure-SMC River Room Expansion 110,586.26$ -$ -$ 110,586.26$ 0050-19 RST Creation of New MED 13 Hospital Service 5,028,032.77$ -$ -$ 5,028,032.77$ Mayo 11 Remodel 7,283,353.56$ -$ -$ 7,283,353.56$ RST SMC Sterile Processing Renovations 702,992.55$ -$ -$ 702,992.55$ Opus MRI install 153,097.45$ -$ -$ 153,097.45$ 3T GE Signa MRI (Assets 200174-200180; 200183)1,506,529.08$ -$ -$ 1,506,529.08$ Healthcare Technology Management Expansion at 1937 Building 261,827.59$ -$ -$ 261,827.59$ RST Practice Optimization Acceleration 240,840.07$ -$ -$ 240,840.07$ E17-3007 DE-MCR-CT-MBM-I-MP Hybrid Suite Phase 2 1,292,174.34$ -$ -$ 1,292,174.34$ PHILIPS; AZURION 7 M20 (Asset 192750)1,259,678.14$ -$ -$ 1,259,678.14$ Human Cellular Therapy Expansion 2,652,952.98$ -$ 7,009.31$ 7,009.31$ 2,659,962.29$ Revenue cycle consolidation / relocation 3,978,716.31$ -$ -$ 3,978,716.31$ Subway Refresh Project 20,168,310.33$ -$ 2,073.51$ 2,073.51$ 20,170,383.84$ GE; SIGNA PREMIER 3T (Assets 197210; 197272-197290)2,635,208.68$ -$ -$ 2,635,208.68$ Remodel Mayo W15 Lobby and Reception 1,250,873.00$ -$ -$ 1,250,873.00$ Block 6 Parking Ramp Disco Square 32,543,394.71$ -$ 1,466,213.38$ 1,466,213.38$ 34,009,608.09$ Saint Marys Hopsital Shared Procedural/Simulation/Techolog 2,217,737.54$ -$ -$ 2,217,737.54$ RMC Surgical Remodel Phase 2 of 5 17,501,791.55$ -$ 3,789.87$ 3,789.87$ 17,505,581.42$ Patient Lift Installations Mary Brigh 6D 515,547.62$ -$ -$ -$ 515,547.62$ Gonda 9 GIH Endoscopy Remodel 2,119,372.99$ -$ -$ -$ 2,119,372.99$ E18-3004 CT-MCR-ETM-I-MP-HPS-Phase 3 2,470,853.52$ -$ 24,125.36$ 24,125.36$ 2,494,978.88$ 2018 Nurse Call System Replacement 271,831.84$ -$ -$ -$ 271,831.84$ CV Echo/Stress Consolidation with Renovation on Joseph 4 4,845,441.25$ -$ 7,431.56$ 7,431.56$ 4,852,872.81$ E19-3007 MR-CMR-NCL-I 3T 714,188.30$ -$ -$ 714,188.30$ SIEMENS; MAGNETOM VIDA ( Assets 203494-203498; 203 2,303,782.00$ -$ -$ 2,303,782.00$ E19-3004 MR-MCR-CNL-R-NP MR Scanner 517,723.41$ -$ -$ 517,723.41$ GE; SIGNA PREMIER 3T (Assets 206384,207102,207104,2 2,350,807.00$ -$ -$ 2,350,807.00$ Saint Marys Campus Peace Garden Landscaping 1,414,062.95$ -$ -$ 1,414,062.95$ EI 07 Eisenberg 7-4 Remodel 2,965,890.17$ -$ -$ 2,965,890.17$ FF 01 Comprehensive Occupational Recovery and Care Coo 1,464,900.83$ -$ -$ 1,464,900.83$ GE Inpatient Units Safety Updates and Renovation 4,186,184.14$ -$ -$ 4,186,184.14$ GE 03 Generose 3W and 3E Safety and Renovations 3,624,730.31$ -$ -$ 3,624,730.31$ GO 12 Center for Aesthetic Medicine and Surgery 1,501,853.35$ -$ -$ 1,501,853.35$ GO 03 SC19-3003 MR-MCR-GO3-I-Patient Prep Remodel 1,660,015.18$ -$ -$ 1,660,015.18$ GO 06 Exam Buildout 4,452,955.80$ -$ -$ 4,452,955.80$ GO Increase in Capacity for Chemo Chairs 2,332,557.63$ -$ -$ 2,332,557.63$ GO 12 Medivator Redesign 300,845.46$ -$ -$ 300,845.46$ JO Relocation of Occupants to Consolidate Echo Stress 96,170.24$ -$ -$ 96,170.24$ MB 01 Frozen Section Laboratory Remodel 3,033,319.01$ -$ 34,360.00$ 34,360.00$ 3,067,679.01$ MB MN SC19-3002 DE-MCR-MBM-R-MP Reading Rooms 657,674.41$ -$ -$ 657,674.41$ MB Core 500 West OR Renovation - North and South 3,304,053.52$ -$ -$ 3,304,053.52$ SI 04 Conferencing Center Refurbish 3,386,764.63$ -$ -$ 3,386,764.63$ 39 Project/Equipment Name 2013 - 2022 Expenditures Reported Prior Years Expenditures not previously reported 2023 Expenditures Total Expeditures reported for 2023 Total Spent as of December 31st 2023 Permitted Expenditures from July 1, 2013 to December 31, 2023 E19-3005 CT-MCR-DT#1-I-CT Scanner 631,036.71$ -$ 631,036.71$ SIEMENS; SOMATOM DEFINITION (Asset 205102)1,979,199.00$ -$ 1,979,199.00$ Outpatient Hematology & CAR-T Move to Charlton-Eisenberg 4,258,056.97$ -$ 4,258,056.97$ E21-3005 VNI-MCR-ETMN-R-Angio Rm 6 101,325.23$ -$ 101,325.23$ SIEMENS; ARTIS Q (Asset 209373)921,342.00$ -$ 921,342.00$ GO 15 Pain Procedure Room Fluoro Equipment Replacemen 201,242.61$ -$ 201,242.61$ JB Shell Space to an Incremental OR 667,800.76$ -$ 667,800.76$ RST SDSC Office to Lab Conversion 3,629,887.53$ -$ 3,629,887.53$ OP SL Opus and Kellen Utility 8,811,658.08$ 8,425,470.39$ 8,425,470.39$ 17,237,128.47$ Kellen Building 51,295,794.16$ 30,062,855.07$ 30,062,855.07$ 81,358,649.23$ General Care Pediatric Unit Pl 698,670.34$ 228.60$ 228.60$ 698,898.94$ E21-3009 Rad-MCR-BA-SL-137-&13 809,292.62$ -$ 809,292.62$ CH E21-X-CH-R-Varian-Ethos Lin 353,775.21$ 226,856.90$ 226,856.90$ 580,632.11$ CH E20-X-CH-R-Siemens-CT Scann 264,257.24$ 133,105.88$ 133,105.88$ 397,363.12$ DO Domitilla Cart Washer 401,803.49$ -$ 401,803.49$ EI Expanded Space for Home Dia 165,916.07$ -$ 165,916.07$ E22-3032 NM-MCR-EI-I-Theranost 1,232,495.36$ 1,352,915.34$ 1,352,915.34$ 2,585,410.70$ FF ECH Northwest Clinic Phase 884,252.84$ 137,790.63$ 137,790.63$ 1,022,043.47$ FR GT Francis Staff Cafe & By 1,534,248.08$ 27,746.28$ 27,746.28$ 1,561,994.36$ FR 03 Lift Installation Peds E 362,341.50$ -$ 362,341.50$ GO 10 Remodel Chemo Pharmacy f 552,363.88$ -$ 552,363.88$ GO Remodel Oncology Team Space 651,587.06$ 1,608.75$ 1,608.75$ 653,195.81$ E22-3004 MR-MCR-GO3-R-NY Repla 97,070.00$ 966,844.65$ 966,844.65$ 1,063,914.65$ HA 05 Data Center Cooling Equi 710,971.89$ -$ 710,971.89$ HI 05 CGSL Expansion on Hilton 1,267,936.02$ 103,706.19$ 103,706.19$ 1,371,642.21$ MA 04 Remodel Finish Updates o 141,080.16$ 1,019,200.57$ 1,019,200.57$ 1,160,280.73$ MA 04 Remodel of Instrumentati 267,719.42$ -$ 267,719.42$ MA 17 International Exam Room 1,055,262.05$ 12,920.31$ 42,381.17$ 55,301.48$ 1,110,563.53$ E22-3012 CT-MCR-MA3-42W-I-CT S 335,834.54$ 2,235.86$ 2,235.86$ 338,070.40$ MB SMC Core 400 West OR Renova 2,211,624.68$ 29,689.50$ 29,689.50$ 2,241,314.18$ MB Nursing Simulation and Skil 1,802,518.17$ 27,724.76$ 27,724.76$ 1,830,242.93$ MB SMC IORT 378,631.65$ 69,816.37$ 69,816.37$ 448,448.02$ MB Procedure Room Remodel 108 51,819.10$ 443,512.50$ 443,512.50$ 495,331.60$ NT Nassef Tower Kitchen Remode 306,172.33$ 176,967.08$ 176,967.08$ 483,139.41$ Siebens 4 Food Services Server 1,173,299.18$ -$ 1,173,299.18$ Language Services Space 487,370.93$ -$ 487,370.93$ Palliative Medicine Outpatient 185,123.81$ 7,817.81$ 7,817.81$ 192,941.62$ Mayo Clinic Blood Donor Progra 286,649.94$ 526,478.93$ 526,478.93$ 813,128.87$ Gonda 6 Echo-Exam, Mayo 6 Core 2,861,177.64$ 912.05$ 912.05$ 2,862,089.69$ Brace Shop Relocation from EI 195,079.60$ -$ 195,079.60$ Relocation of Loading Dock for 12,731,732.36$ 431,335.07$ 431,335.07$ 13,163,067.43$ Utility Tunnel Extension, Pede 13,333,688.59$ 1,196,342.87$ 1,196,342.87$ 14,530,031.46$ Mayo Clinic Store - Rochester 1,368,800.09$ 60,995.67$ 60,995.67$ 1,429,795.76$ IHF Infrastructure Phase 1 156,812.01$ 215,658.82$ 996,541.51$ 1,212,200.33$ 1,369,012.34$ GO 15 Incremental Procedure Room 514,885.06$ -$ 514,885.06$ SDSC Employee Cafeteria 4,919,859.04$ -$ 4,919,859.04$ Allergy Procedural Area (L-15) Revnovation 910,183.44$ -$ 910,183.44$ Outpatient Eisenberg Pharmacy Relocation 724,993.73$ -$ 724,993.73$ CH 01 E19-3008 NM-MCR-CH1-265J-I-PET CT6 and Uptak 205,103.94$ -$ 205,103.94$ GO Food Services Catering Area Remodeling 335,830.01$ -$ 335,830.01$ HI Deionized Water Distribution 3,060,187.00$ 28,117.60$ 28,117.60$ 3,088,304.60$ Jo Infrastructure 2019 Scope B 1,027,364.71$ -$ 1,027,364.71$ MB 07 Patient Lift Installation for MB 7BG 544,176.65$ 8,629.84$ 8,629.84$ 552,806.49$ MB Gamma Knife Upgrade 290,258.75$ -$ 290,258.75$ MB 5D-E CONVERTING TO NICU 2,813,613.24$ -$ 2,813,613.24$ PP SMC Essential Power Controls 1,770,669.72$ -$ 1,770,669.72$ Exterior LED Lighting Energy Efficiency Improvement - Expen 547,189.43$ -$ 547,189.43$ IV Transfusion Specialty Team Space 611,332.26$ -$ 611,332.26$ NovaSeq 792,850.00$ -$ 792,850.00$ CT-MCR-MA3-42W-I-CT Scanner and Inj 1,000,000.00$ -$ 1,000,000.00$ NM-MCR-EI-I-Theranostics Treatment Center- Phase 2 - Equ 1,248,423.99$ -$ 1,248,423.99$ RAD-MCR-MA16-R-Siemens Peds Fluoro Rm 499,797.00$ -$ 499,797.00$ Rapids Food Service 210,072.77$ -$ 210,072.77$ RAD-MCR-BA-SL-137-&138 R-Rad Rm DR Conv (2) 343,005.00$ -$ 343,005.00$ Varian 77,000.01$ -$ 77,000.01$ Mayo Loading Dock Safety and Parking -$ 1,108,427.87$ 20,265.51$ 1,128,693.38$ 1,128,693.38$ City Water Connection to IHRF 517.50$ 1,374,390.58$ 1,374,908.08$ 1,374,908.08$ RST Francis 4th Tower Remodel 18,108.78$ 83,324.64$ 101,433.42$ 101,433.42$ Patient Lift Installation Mary Brigh 5B&G 46,493.08$ 46,493.08$ 46,493.08$ AW Slide Scanning Expansion 39,010.13$ 166,093.69$ 205,103.82$ 205,103.82$ BA DOE Micro-fabrication and SLS 3D Printer Facility 161,957.52$ 597,377.95$ 759,335.47$ 759,335.47$ DA DAHLC Locker Room Renovation 81,559.38$ 64,205.90$ 145,765.28$ 145,765.28$ DO DS-4 and DS-6 AHU Replacement 2,422.66$ 3,514,742.34$ 3,517,165.00$ 3,517,165.00$ EI LO RMC Eisenberg Lobby Coffee Kiosk 34,020.00$ 276,745.00$ 310,765.00$ 310,765.00$ EI RMC Core 8 Renovations - East 10,936,750.10$ 10,936,750.10$ 10,936,750.10$ FF Air Handler Replacement 7,894.15$ 1,702,921.77$ 1,710,815.92$ 1,710,815.92$ GE DHW DCW Waste and Vent Piping 1,008,762.19$ 1,008,762.19$ 1,008,762.19$ 40 1 2 3 4 5 6 7 8 9 For all other Expenditures: Certification of Expenditure Destination Medical Center For Calendar Year 2023 Due to Commissioner of Employment and Economic Development (DEED) by April 1,2024 The Medical Business Entity and the Destination Medical Cent er Corporation (DMCC) Board of Directors (assisted by the City of Rochester) hereby submit to the Department of Employment and Economic Development (DEED) the following report for expenditures that relate to the Destination Medical Center (DMC) Development for the calendar year 2023, and the certifications required to support the documentation under the City of Rochester Commissioner of Employment and Economic Development State Infrastructure Aid Agreement. $133,652,089.33 $12,583,587.00 $146,235,676.33 Total Expenditures Reported This Year by Medical Business Entity1 Total Expenditures Reported This Year for other Private Entities1,2 TOTAL Expenditures This Year Expenditures Reported this Year All Expenditures claimed since June 30, 2013 State Aid Qualified for This Year (local government match also required) General State Infrastructure Aid Qualified for (Box 7 multiplied by .0275)$38,702,628.94 $1,461,132,648.74 $146,235,676.33 $1,607,368,325.07 $1,407,368,325.07 Previous Years Expenditures (cumulative) TOTAL Expenditures This Year3 (from Box 3) All Claimed Expenditures as of 12/31/23 (Box 4 plus Box 5) Qualified Expenditures claimed in 2023 (Box 6 minus $200,000,000) By providing my signature below, I am hereby certifying that, to the best of my knowledge, the information stated herein is accurate, true, and complies with the provisions of Minnesota Statutes Section 467.47 and the approved methodology as outlined in the City of Rochester Commissioner of Employment and Economic Development State Infrastructure Aid Agreement. State Transit Aid Qualified for (Box 7 multiplied by .0075 and then multiplied by .6) DateMayo Clinic Chief Financial Officer For Expenditures By the Medical Business Entity: $6,333,157.46 1Expenditures need to be after June 30, 2013 2Other Private Entities' certification of expenses may be certified retroactively in 2014 after the Destination Medical Center District and Development Plan are adopted. Form Revised 02/23/2024 3This figure is based solely upon project building permit costs. Minn. Stat. § 469.47, subd 1(d) permits additional expenditures, and discussion is underway as to how to document such additional expenditures, which may result in adjustments. DateDestination Medical Center Corporation  ATTACHMENT 3 41 EX H I B I T D ANNUAL CERTIFICATION OF CITY EXPENDITURES. $60,915,015.66 Total Expenditures CITY OF ROCHESTER’S CERTIFIED EXPENDITURES JUNE 2013 THROUGH DECEMBER 2022 42 43 44 DEED CERTIFICATIONS EX H I B I TE 45 46 June 28, 2024 Pamela Wheelock, Chair Destination Medical Center Corporation C/O Kaela Brennan McGrann Shea Carnival Straughn & Lamb, Chartered 800 Nicollet Mall, Suite 2600 Minneapolis, MN 55402-7035 Dennis Dahlen, Chief Financial Officer Mayo Clinic 200 First Street SW Rochester, MN 55905 Dear Ms. Wheelock and Mr. Dahlen: Thank you for submitting the 2023 Certification of Expenditures for Destination Medical Center (DMC). We are excited to assist with this initiative to make the Mayo Clinic, Rochester, and Minnesota a premier medical destination. Your certification listed $133,652,089.33 in Mayo Clinic expenditures and $12,583,587 in other expenditures. The Mayo Clinic provided DEED with information on all invoices and payments (more than 6,600 entries) to account for their certification amount. You also provided an independent third party report from Ernst & Young LLP stating the law and procedures for certifying expenditures are being followed properly. Additionally, DEED staff reviewed invoices and payments in your certification. We selected 61 expenditures totaling $20,724,368. We selected one expenditure from each of the 51 new projects listed. All invoices for the selected expenditures were on file and payments were made in a timely fashion. DEED staff also confirmed that projects had building permits after June 30, 2013. DEED acknowledges the expenses and payments met guidelines and the internal accounting and auditing system the Mayo Clinic has in place is sufficient. Additionally, the DMCC and the City of Rochester provided DEED with a list of 22 projects for $12,583,587 in expenditures. DEED randomly selected 10 permits and was provided the permit application, permit, project closeout, and map of projects. From this information, DEED confirmed 10 projects’ values, dates, eligibility, and completion. DMCC contracted with Clifton Larson Allen (CLA) to complete a review on its Certification to insure it is correct. CLA issued an opinion that the DMCC certification process was correct. As required by law, I have determined that the amount of 2023 Destination Medical Center Expenditures are the $146,235,676.33 as you certified. DMC cumulative Expenditures are now $1,607,368,325.07. As directed by statute, $200 million is subtracted from this amount to provide Qualified Expenditures of $1,407,368,325.07. Based on this figure and adequate general aid Contributions from the city, I have determined the City of Rochester has qualified for $30,000,000 of General State Infrastructure Aid in 2024. As per state statute, this payment will be made prior to September 1. Also based on Qualified Expenditures of $1,407,368,325.07 and adequate Transit Aid Contributions from the city, I have determined the City of Rochester has qualified for $7,500,000 of Transit State Aid in 2024. This payment will be made prior to September 1. Thank you again for your efforts on this groundbreaking economic development effort. Regards, Matt Varilek Commissioner C: Patrick Seeb, Economic Development Agency Executive Director Brent Svenby, City of Rochester 47 June 28, 2024 The Honorable Kim Norton Mayor, City of Rochester 201 4th Street SE – Room 281 Rochester, MN 55904-3708 Dear Mayor Norton: Thank you for submitting the 2023 Certification of Contributions for Destination Medical Center (DMC). We are excited to assist with this initiative to make the Mayo Clinic, Rochester, and Minnesota a premier medical destination. Your 2023 Certification listed $6,151,979.13 in city general aid contributions between July 1, 2013 and December 31, 2023. You provided a detailed listing of 1,758 expenditures. These expenditures consisted of direct DMC expenses paid by the city as well as DMC Corporation and DMC Economic Development Authority expenses paid for by the city. From that list, DEED randomly selected 41 expenses for review. We reviewed invoices, payments and city payroll files for accuracy and eligibility. Your 2023 Certification also listed $966,034.93 in city transit contributions between July 1, 2013 and December 31, 2023. You provided a detailed listing of 64 expenditures. These expenditures consisted of DMC expenses paid by the city for transit projects. From that list, DEED randomly selected 3 expenses for review. We reviewed invoices, payments and city payroll files for accuracy and eligibility. Additionally, the city provided DEED with an independent third party report from Clifton Larson Allen stating the law and procedures for certifying contributions are being followed properly. The amount of your general aid contributions qualifies you for the annual maximum of $30,000,000 of general state infrastructure aid and the annual maximum of state transit aid of $7,500,000. We will be providing these payments prior to September 1 as mandated by statute. Thank you again for your efforts on this groundbreaking economic development effort. Regards, Matt Varilek Commissioner C: Pamela Wheelock, Chair of Destination Medical Center Corporation Dennis Dahlen, Chief Financial Officer Mayo Clinic Patrick Seeb, Economic Development Agency Executive Director 48