HomeMy WebLinkAbout19. Telecom Board Agenda Packet - November 1, 2023
BOARD
MEMBERS
Andrew
Van Fleet
Board Chair
Theodore
Batemon
Ritch
Kurtenbach
Mike
Young
Amy
Wienands
City Council
Liaison:
Rob
Nichols
November 1, 2023
City Council Chambers
4:00 p.m.
1. Roll call.
2. Approval of the agenda, as presented.
3. Approval of minutes of October 18, 2023 regular session, as presented.
4. Motion approving reimbursement to the City of Waterloo for the purchase of
cabinets and splitters, in the amount of $20,176.31.
5. Motion approving the creation of a Sales Manager position and a Strategic
Communications Manager position within Waterloo Fiber, and eliminating the
Sales and Marketing Manager position.
6. Resolution approving an Incentive Pay Policy for Waterloo Fiber
employees.
7. General comments from staff, consultants, and board members.
8. Adjourn.
Kelley Felchle
Board Secretary
WATERLOO
Telecommunications Utility Board of Trustees
TELECOMMUNICATIONS UTILITY
BOARD OF TRUSTEES
Harold E. Getty Council Chambers
October 18, 2023
4:00 p.m.
1. Roll Call
Members present: Van Fleet, Kurtenbach, Young, and Wienands. Absent: Batemon
2. Approval of Agenda.
Moved by Young seconded by Wienands that the Agenda, as presented, be approved. Voice-
vote Ayes: Four. Motion carried.
3. Approval of Minutes.
Moved by Kurtenbach seconded by Young that the minutes of October 4, 2023 Regular
Session, as proposed, be approved. Voice-vote: Four. Motion carried.
4. Resolution approving preliminary plans, specifications, form of contract, etc. and resetting
date of bid opening as November 9, 2023 and public hearing as November 15, 2023, in
conjunction with the FY2023 Drops and Installation of a Fiber-to-the-Premise Network,
Contract No. 1094.
Warren Lyon, Magellan Advisor, explained that the dates of the bid opening and public
hearing were changed however the plans and specifications will remain the same. He further
provided an outline of how the project will progress.
The board members discussed the timeline for the project with Warren Lyon and Eric Lage,
General Manager.
Moved by Kurtenbach seconded by Wienands. Roll call-vote Ayes: Four. Motion carried.
Resolution No. 2023-027.
5. Motion approving a Network Engineering Consulting Agreement with Fuse Technic, LLC,
of Cedar Falls, Iowa, for an hourly rate of $175 per hour and authorizing the General
Manager of Telecommunications to execute said document.
Eric Lage, General Manager, provided an overview of the agreement and explained that the
purpose of the agreement is to fill in for a staff position that we would be filling in the future.
The board members discussed the terms of the agreement with Mr. Lage.
Moved by Young seconded by Wienands. Voice-vote Ayes: Four. Motion carried.
6. Motion approving a records request policy.
Kelley Felchle, Board Secretary, provided an overview of the policy.
Moved by Kurtenbach seconded by Young. Voice-vote Ayes: Four. Motion carried.
7. Motion approving Change Order No. 2023-0001for a decrease of $2,120,308.32, Change
Order No. 2023-0002 for a decrease of $92,826.47, Change Order No. 2023-0003 for a
decrease of $878,877.12, and Change Order No. 2023-0004 for an increase of $8,092.00, in
conjunction with the Construction of a Backbone and Fiber-To-The-Premise Project,
Contract No. 1088.
Warren Lyon, Magellan Advisors, provided an overview of the change orders. Change Order
1-3 are for material changes and the fourth is for sales tax for the pre-fab building.
Moved by Kurtenbach seconded by Wienands. Voice-vote Ayes: Four. Motion carried.
Page 2
8. Motion approving an Independent Contractor Services Agreement with SmartSource
Consulting, LLC, and authorizing the General Manager to execute said document.
Mr. Lage provided an overview of the agreement and shared that his rate would be $135 per
hour.
Moved by Young seconded by Kurtenbach. Voice-vote Ayes: Four. Motion carried.
9. Motion approving a revised Waterloo Fiber Purchasing Policy.
Eric Lage provided an overview of changes to the policy. The changes primarily allow for an
exemption for purchasing marketing needs to give flexibility to make decisions and spend
funds that are within the budget.
Moved by Kurtenbach seconded by Wienands. Voice-vote Ayes: Four. Motion carried.
10. Motion creating Level 1 and Level 2 Field Technician positions within Waterloo Fiber, and
eliminating the Field Locates and Construction Technician position.
Eric Lage explained that the original staffing plan called for the Field Locates and
Construction Technician position. After discussing with staff he shared that it would be
optimal to have cross trained Level 1 and Level 2 Field Technician positions.
Moved by Kurtenbach seconded by Young. Voice-vote Ayes: Four. Motion carried.
11. General comments from staff, consultants, and board members.
Eric Lage, General Manger provided an update on several items. There is a billboard at 4th
and Washington, and a dasher board at Waterloo Black Hawks. Amperage is working on
press releases and will be sending out a press release regarding our new logo and branding.
Tara Thomas-Gettman is working to set up an appearance on the Steele Report sometime in
November. He has been working on employee benefits and handbook with PDCM and
Kelley. We are looking at sharing a route with CFU where we could possibly put in a CFU
conduit and split the cost with CFU. Work continues on the pre-fab shelter, interviews are
scheduled for a sales and marketing manager this week, the NOC Supervisor, and field tech
position.
Mr. Van Fleet questioned if the new branding will be going on the temporary website.
Eric Lage confirmed
Mr. Van Fleet commented that Amperage would reduce the time to build the new website
from 24 weeks to 14-16 weeks. He added that the rates are on the website now as well.
Warren Lyon, Magellan Advisors, shared that he did not have any major updates at this time
but provided a high level overview of project progress. Board members discussed project
progress with Mr. Lyon and Mr. Lage.
Chris Wendland, Board Attorney, shared that he has continued to work on an incentive pay
plan.
Maggie Burger, Speer Financial, shared that in early November there will be conversations
with larger lenders outside the regional area, from the east coast that are interested in
placing additional funds. She added that they will follow up with the General Manger 10-14
days prior to the next draw before the funds would come.
Page 3
Kelley Felchle, Board Secretary, shared that she continues to work with Eric and PDCM on
an employee benefits package and handbook. She has been sitting in on interviews and
working through records requests.
12. Closed session pursuant to Iowa Code Section 21.5(1) to discuss records which are
authorized by law to be kept confidential.
Moved by Kurtenbach seconded by Wienands. Roll call-vote Ayes: Four. Motion carried.
Moved by Kurtenbach seconded by Young to adjourn from the closed session at 5:12 p.m.
Roll call-vote Ayes: Four. Motion carried.
14. Adjourn.
With no further business before the board, it was moved by Kurtenbach seconded by Young
that the meeting be adjourned at 5:12 p.m. Voice-vote Ayes: Four. Motion carried.
Kelley Felchle
Board Secretary
QUOTEPower & Telephone
200 Keough Drive
Piperton, TN 38017
Ack Date Cancel Date Order #
10/30/2023 11/20/2023 7821510-00
PO#Page #
REV CABINET
/SPLITTER
1
Ship
To:City of Waterloo
Traffic Operations
408 E. 6th Street
non-taxable
Waterloo, IA 50703
Contact: Paul Smith
9018663142
paul.smith@ptsupply.com
Cust #:263433
Bill
To:
City of Waterloo
Traffic Operations
408 E. 6th Street
Waterloo, IA 50703
Currency USD
Reference IAN Sales Rep In PWS
Instructions Terms
FREIGHT PAID AS QUOTED Net 30 Days
Ship Point Via Ship Date
Power & Tel DM Dist Center WHS ROUTING
Requested Ship Date:10/30/2023 Freight In / Out N / N
Page 1 of 1
This sale is subject to Seller's full Terms and Conditions of Sale available at https://www.ptsupply.com/terms-and-conditions. Seller will not be bound by any different or additional terms or conditions in
Buyer's purchase order or otherwise communicated by Buyer unless such terms are expressly and specifically agreed to by Seller in writing. No conduct on the part of Seller including, but not limited to,
(i) acceptance of a purchase order without expressly rejecting any Buyer terms or conditions reflected therein; (ii) or delivery of goods; or (iii) acceptance of payment, will constitute acceptance by Seller
of such different or additional terms or conditions.
Notes
Ln
#Product and Description Quantity
Ordered
Qty
U/M
Unit
Price
Price
U/M Net Amount
2
FD3AE288J00JBBP2
CABINET 288 FBR DIST
24IN/OUT
** THIS ITEM IS NON-CANCELABLE, NON-RETURNABLE **
1.00 EA 3,776.75 EA 3,776.75
3
FD3AG432J00JBBP4
CABINET 432/48F SC/APC
DIELTC CBL 100' FDH3000
** THIS ITEM IS NON-CANCELABLE, NON-RETURNABLE **
1.00 EA 4,625.00 EA 4,625.00
4
FPSMPP1SJJ
SPLITTER 1X64 SCAPC
PLUG N PLAY
** LEAD TIME: APPROX 3 WEEKS ARO
( SUBJECT TO CHANGE )
-
FREIGHT PAID AS QUOTED SHIPPING COMPLETE TO
ONE LOCATION
**
PRICING VALID 30 DAYS
**
UNABLE TO CANCEL/ RETURN ARO
** THIS ITEM IS NON-CANCELABLE, NON-RETURNABLE **
7.00 EA 1,682.08 EA 11,774.56
3 Lines Total Total Order Quantity 9.00 Subtotal 20,176.31
Taxes 0.00
Total 20,176.31
TERMS AND CONDITIONS OF SALE
EXCLUSIVE TERMS: ACCEPTANCE OF BIDS, QUOTES, OFFERS, PURCHASE ORDERS, COST ESTIMATES, AND COUNTEROFFERS FOR
PRODUCTS, SERVICES, OR MATERIAL (“PRODUCTS”) IS CONDITIONAL ON THE PERSON, FIRM, OR COMPANY ORDERING PRODUCTS’
(“BUYER”) ASSENT TO THESE TERMS AND CONDITIONS OF SALE (“TERMS”). Seller will not be bound by any different or additional terms or conditions
proposed or submitted by Buyer, regardless of form, unless expressly and specifically agreed to by Seller in writing. No conduct on the part of Seller, including but not
limited to, (i) acceptance of a purchase order without expressly rejecting any Buyer terms or conditions reflected therein; (ii) delivery of Product; or (iii) acceptance of
payment for Product, will constitute acceptance by Seller of such different or additional terms or conditions.
GENERAL: Purchases are subject to current credit approval and to these Terms. Prices quoted are valid for 14 days or until stated expiration date on quote. Changes
in the quantity, payment terms, shipping destination or special handling that differ from quote may result in price adjustments. All Products quoted as stock are subject
to changes in availability without notice. Unless otherwise agreed by Seller in writing, payment of invoices is due within 30 days of the invoice date. Seller retains a
security interest in all Product until the invoice is paid in full. Good faith dispute of invoice must be made in accordance with current procedures within 15 days of
invoice date, regardless of payment terms binding sale of Products. Invoices must be disputed per line charge; all non-disputed charges are due and payable per payment
terms. Invoices not paid when due are subject to finance charges computed up to the rate allowed by applicable law on the unpaid balance from due date until paid.
Return of Products requires prior written authorization by Seller and not all Products are returnable. Cancellation and/or restocking fees may be imposed by Seller or
the Product manufacturer. All shipping and performance dates are approximate. From time to time, Seller may designate certain Products as non-cancelable, non-
returnable, non-reschedulable (“NCNR”). All NCNR Products are subject to the following restrictions: (i) purchase orders accepted by Seller for NCNR Products cannot
be canceled for any reason; (ii) NCNR Products cannot be returned for any reason other than a manufacturing defect or nonconformity subject to the terms of any
manufacturer warranty applicable to the NCNR Products; and (iii) the shipment date requested by Buyer for the NCNR Products cannot be rescheduled by Buyer. All
Products are deemed accepted unless Buyer notifies Seller of any nonconformities or defects within 15 days from the date of receipt of the Products. Unless otherwise
agreed by Seller in writing, title and risk of loss transfers to Buyer when Products are consigned to the carrier and it is Buyer’s responsibility to file any claim against
the carrier. Prices quoted do not reflect applicable taxes, duties, export fees, transportation and freight charges. Seller part numbers are for reference only. Seller reserves
the right to ship functionally equivalent Products from any manufacturer without prior notice to the Buyer.
FORCE MAJEURE: Seller’s nonperformance shall be excused to the extent that such performance is rendered impossible by (i) strike, fire, flood, governmental acts
or orders or restrictions; (ii) epidemic, disease, or pandemic; (iii) failure of Seller’s suppliers; or (iv) any other reason where failure to perform is beyond the reasonable
control of and is not caused by Seller’s negligence. Further, Buyer agrees, understands, and accepts that Seller may purchase Products to be sold to Buyer from third-
parties. Buyer agrees, understands, and accepts that, if a third-party supplier of Seller increases the cost of any item, Seller may increase the price charged to Buyer for
the same or similar item. In the event Seller’s third-party suppliers restrict or delay supply of Products to Seller, Seller may restrict or delay supply to Buyer due to the
reduction, delay, or elimination of supply faced by Seller. Buyer agrees that such change in price or in supply that is caused by Seller’s third-party suppliers does not
and cannot constitute a breach of contract on the part of Seller and shall not be cause for Buyer to seek or recover any economic damages from Seller. All agreements
between Seller and Buyer as to price, quantity, and delivery of Products are expressly conditioned upon Seller’s ability to obtain supply from third-parties at the prices,
quantity, and timing of delivery available as of the agreement to supply Buyer. Any material changes in price, quantity, or timing of supply may be passed on to Buyer
by Seller.
GOVERNING LAW AND DISPUTE RESOLUTION: All sales are governed by, and the rights and obligations of the parties shall be construed and enforced in
accordance with, the laws of State of Tennessee. Any dispute, controversy or claim shall be solely and finally settled by arbitration conducted in Memphis, Tennessee
in accordance with the Commercial Arbitration rules of the American Arbitration Association then in force. The parties shall abide by all awards rendered in arbitration
proceedings, and all such awards may be enforced and executed upon by any court having jurisdiction over the party against whom enforcement of such award is sought.
SEVERABILITY. If any part or provision of these Terms is determined to be invalid, or unenforceable, this shall not affect the validity or enforceability of the
remaining provisions of these Terms, which shall remain in effect.
WARRANTY DISCLAIMER: SELLER DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, ON PRODUCTS SOLD BY SELLER, INCLUDING
ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE. THIS DISCLAIMER BY
SELLER IN NO WAY AFFECTS THE TERMS OF ANY WARRANTY PROVIDED BY THE MANUFACTURER OF THE PRODUCTS OR THE
PROVIDER OF SERVICES SOLD BY SELLER.
LIMITATION OF LIABILITY AND REMEDY: Failure to give Seller written notice of any claim related to the Products within 30 days after Buyer’s receipt of
the products, services, or material shall constitute a waiver by Buyer of all such claims, including claims for damaged or defective goods, shortage, negligence or any
other cause whatsoever. SELLER’S LIABILITY ARISING OUT OF OR RELATED TO THE SALE OF THE PRODUCTS, WHETHER IN CONTRACT,
TORT, UNDER ANY WARRANTY, NEGLIGENCE OR OTHERWISE, SHALL NOT EXCEED THE AMOUNT OF THE PURCHASE PRICE PAID BY
BUYER TO SELLER, OR IN SELLER’S SOLE DISCRETION, THE REPAIR OR REPLACEMENT OF THE PRODUCTS AT ISSUE. UNDER NO
CIRCUMSTANCES WILL SELLER BE LIABLE FOR SPECIAL, INDIRECT, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS. THE
PRICE STATED FOR THE PRODUCTS IS IN CONSIDERATION FOR LIMITING SELLER’S LIABILITY AS PROVIDED HEREIN. FURTHER,
WITHOUT LIMITING THE FOREGOING AND EXPRESSLY SUBJECT TO IT, SELLER SHALL HAVE NO LIABILITY FOR COVERAGE IN THE
EVENT SELLER IS UNABLE TO SUPPLY BUYER AT THE PRICE(S) AGREED UPON FOR PRODUCTS, FOR A SHORT SUPPLY IN PRODUCTS,
A FAILURE TO SUPPLY PRODUCTS OR A DELAY IN SUPPLYING PRODUCTS, IF SUCH CAUSE IS CAUSED BY SELLER’S THIRD-PARTY
SUPPLIERS INCLUDING, BUT NOT LIMITED TO, A PRICE INCREASE CHARGED TO SELLER, A CHANGE, REDUCTION, OR ELIMINATION
IN SUPPLY OR A CHANGE IN THE TIMING OF SUPPLY. No action, regardless of form, arising out of the transactions under these Terms and Conditions of
Sale may be brought by Buyer more than one (1) year after the cause of action has accrued. Seller neither assumes nor authorizes any other person to assume for it any
greater liability in connection with any sales of Products.
v.1-2023
1
WATERLOO FIBER
INCENTIVE COMPENSATION PLAN
The Municipal Telecommunications Utility of the City of Waterloo, Iowa, d/b/a Waterloo
Fiber (the “Utility”), has established this Incentive Compensation Plan (the “Plan”) for the benefit
of those persons identified as “Participants” hereunder.
1. Purpose. The Plan is designed to incentivize and reward employees for their
contributions in driving the sale of subscription services and related goods to customers of the
Utility and in retaining customers through delivery of responsive and high-quality services. The
Plan is intended to motivate Participants to continue investing in the current and future success
of the Utility.
2. Participants. Participation in the Plan shall include full-time and part-time
employees of the Utility (“Participants”). A Participant must be employed by the Utility for
more than six (6) consecutive months of the Plan year to be eligible to receive an Incentive
payment with respect to that year.
3. Incentive Payment. Each calendar year during the term of a Participant’s
employment, the Participant shall be entitled to receive an incentive payment (the “Incentive”)
determined as such Participant’s pro rata share of an incentive pool (the “Pool”). One Pool will
be maintained for the General Manager and the Sales Manager (the “Key Employee Pool”), and
one Pool will be maintained for other Participants (the “General Employee Pool”). A Pool for a
given Plan year will be funded as a percentage of the revenues actually collected by the Utility in
such year with respect to any and all customer subscriptions, fees and other charges paid by
customers, including fees and charges for equipment sold to or rented by customers and repairs
charged to customers, but excluding all other sources of income, revenues or funding derived
from sources other than customers. Each Plan year, the Utility board will determine the
percentage of eligible revenues for Plan funding purposes and the goals, such as new subscriber
uptake or existing subscriber retention, that must be met to achieve different levels of Incentive
payment for that Plan year. For clarity, a Pool shall be established for each calendar year, and an
Incentive shall be paid to each Participant with respect to such year.
A. Key Employee Pool. Participants will share equally in any Incentives
payable from the Key Employee Pool. For purpose of illustration, if $33,795 is the
funding available in the Pool for a 40% goal that achieves 90% results (but does not reach
a higher level of results, such as 100%, that would trigger a greater level of funding), then
the Incentive payable to a given Participant for that plan year is determined by dividing
$33,795 by the number of Participants in the Pool.
B. General Employee Pool. A given Participant’s pro rata share for a given
Plan year shall be determined by dividing the total salary paid to such Participant during
that year by the total salary paid to all Participants in the General Employee Pool during
the same year, and then multiplying the resulting number, rounded to the nearest
hundredth, by the total funds available in the Pool for that year that corresponds to the
highest level of results obtained relative to the goal for that Plan year. For purposes of
2
this paragraph, “total salary” does not include Incentive payments or other bonuses
received by a Participant. For purpose of illustration, if $135,179 is the funding available
in the Pool for a 40% goal that achieves 90% results (but does not reach a higher level of
results, such as 100%, that would trigger a greater level of funding), then the Incentive
payable to a given Participant for that plan year equals $135,179 multiplied by the
proportion (rounded to the nearest hundredth) that his or her total salary bears to the total
salary of all Participants in the Pool.
4. Payment. Except as set forth in Section 5, the Utility shall pay the Incentive with
respect to a given Plan year to each Participant no later than March 31 of the following year.
Incentive payments shall be subject to all applicable payroll taxes and withholdings. It is the
Participant’s sole responsibility to keep his or her contact information current with the Utility,
including information necessary for direct deposit if applicable, including for any period after
termination of employment in which an Incentive may be payable. Pursuant to Iowa Code
Chapter 97B, Incentive payments are not “wages” for purposes of the Iowa Public Employees’
Retirement System (IPERS).
5. Incentive Forfeiture and Repayment: Notwithstanding anything to the contrary in
this Plan, a Participant shall forfeit the Incentive in its entirety if, at any time before the Incentive
is paid, (a) the employment of Participant is terminated for cause, as defined in Section 6 below,
or (b) such employment is terminated for reasons other than cause but Participant has violated
any of the restrictive covenants set forth in Section 7. If, during any post-employment period in
which the restrictive covenants set forth in Section 7 are in force, the Participant is found to have
engaged in conduct that violates any of such restrictive covenants, then in the sole discretion of
the Utility’s governing board (the “Board”) and upon written demand the Participant shall be
required to repay to the Utility the most recent Incentive payment received by the Participant. In
addition to other methods, repayment may occur by offset against any severance payments owed.
6. Termination for Cause. For purposes of this Plan, the Term “for cause” shall
mean, in the Board’s judgment, (a) serious misconduct, including but not limited to conduct,
whether personal or professional, that may bring public embarrassment or disgrace to the Utility,
(b) conviction of a serious violation of law or regulations, (c) documented unsatisfactory
performance consistent with regulations set forth in the employee handbook or other written
policy of the Utility, (d) failure to meet goals and performance objectives set by the Board, or (e)
material breach of any of the terms of this Plan, particularly including but not limited to any of
the restrictive covenants set forth in Section 7.
7. Restrictive Covenants. The restrictions set forth in this Section 7 are intended to
govern with respect to a Participant’s eligibility for payments under this Plan. Pursuant to
separate agreement or policy, a Participant may also be subject to other restrictions.
7.1. Covenant Against Disclosure of Confidential Information. During the term
of Participant’s employment with the Utility, and at any time after the voluntary or
involuntary termination of Participant’s employment with the Utility for any reason
whatsoever, Participant shall not use for any purpose other than the Utility’s purposes, or
disclose to any person or entity except as necessary in the ordinary conduct of Utility’s
business and subject to the recipient’s execution of a non-disclosure agreement, any
3
confidential information acquired during the course of his or her employment with the
Utility. Participant shall not, directly or indirectly, copy, take, or remove from the
Utility’s premises, any of the Utility’s books, records, customer lists, or any other
documents or materials. The term “confidential information” as used in this Plan
includes, but is not limited to, records, lists, and knowledge of the Utility’s customers,
methods of operation, plans, processes, trade secrets, and personnel records or
information, as the same may exist from time to time, subject to such disclosures are may
be required under the Iowa Open Records Law.
7.2. Non-solicitation of Customers. During the term of Participant’s employment
with the Utility and for a period of one (1) year from the voluntary or involuntary
termination of Participant’s employment with the Utility for any reason whatsoever,
Participant shall not solicit, induce, or attempt to induce any past or current customer of
the Utility (a) to cease doing business in whole or in part with or through the Utility; or
(b) to do business with any other person, firm, partnership, corporation, or other entity
which performs services materially similar to or competitive with those provided by the
Utility.
7.3. Non-solicitation of Employees. During the term of Participant’s
employment with the Utility and for a period of one (1) year from the voluntary or
involuntary termination of Participant’s employment with the Utility for any reason
whatsoever, Participant shall not solicit for employment or employ, or solicit for
engagement or engage as an independent contractor, any employee of the Utility, nor
induce, influence, recruit, encourage or otherwise attempt to cause any Participant of the
Utility to terminate his or her employment with the Utility.
8. Relation to Other Agreements. The terms and conditions of this Plan are intended
to supplement the terms and conditions of any separate employment or other agreement to which
a Participant and the Utility are parties, and the terms and conditions hereof shall not supersede,
replace or modify the terms and conditions of any such agreement.
9. No Guarantee of Employment. The adoption and maintenance of the Plan shall
not be deemed to be a contract of employment or a contract for the performance of services
between the Utility and a Participant. Nothing contained in the Plan shall give a Participant the
right to be retained in the employ of the Utility, or to interfere with the right of the Utility to
discharge the Participant at any time.
10. Severability. The invalidity or partial invalidity of any portion of this Plan will not
affect the validity of any other provision. In the event that any provision of this Plan is held to
be invalid, the remaining provisions shall be deemed to be in full force and effect.
11. Captions. Section headings and captions are provided for purposes of reference
and convenience only and shall not be relied upon in any way to construe, define, modify, limit,
or extend the scope of any provision of the Plan.
12. Governing Law. The Plan and all rights under the Plan shall be governed by and
construed according to the internal laws of the State of Iowa.
4
13. Dispute Resolution.
13.1. Informal Negotiation. The parties shall initially attempt to resolve all
claims, disputes, or controversies arising under, out of, or in connection with this Plan by
conducting good faith negotiations. The dispute shall be considered to have arisen when
one party sends to the other party a written notice of dispute. If the parties are unable to
resolve the matter following good faith informal negotiations within thirty (30) days, the
parties agree to submit the dispute to mediation.
13.2. Mediation. Within fourteen (14) days following the expiration of the time
period for informal negotiations in 13.1, the parties shall attempt to agree upon a neutral
and qualified mediator to assist the parties in resolving the dispute. If the parties fail to
agree upon a mediator, the parties shall request the American Arbitration Association
(“AAA”) to appoint a qualified mediator for a mediation to be held in Black Hawk
County, Iowa. The period for mediation shall commence upon the appointment of the
mediator and shall not exceed sixty (60) calendar days, unless such time period is
extended by mutual agreement of the parties. The mediator’s fees and AAA fees shall be
shared equally by the parties, but otherwise the parties will bear their own costs for
mediation. If the parties are unable to resolve the matter through informal negotiations or
mediation, the parties agree to submit such dispute to arbitration, which the parties agree
shall be the exclusive means for resolving disputes which the parties cannot otherwise
resolve as described above.
13.3. Arbitration. Subject to prior compliance with the requirements of Sections
13.1 and 13.2, any dispute may be resolved by arbitration conducted pursuant to Chapter
679A of the Code of Iowa. The parties shall attempt to agree in writing upon a neutral
and qualified arbitrator within fourteen (14) days following the delivery of written notice
by either party to the other party setting out the dispute in general terms and requesting
that the dispute be resolved by arbitration. If the parties cannot agree upon a single
arbitrator, each party shall appoint its own arbitrator, and the arbitrators so appointed
shall themselves appoint at least one additional arbitrator to ensure that there are an odd
number of arbitrators. The decision of the arbitrator, or, in the case of more than one
arbitrator, the simple majority decision of such panel of arbitrators, shall determine all
issues in dispute between the parties. Said decision shall be final and binding and shall
not be subject to appeal on a question of fact, law, or mixed fact and law, except as
permitted under Chapter 679A. Arbitration shall be conducted in Waterloo, Iowa. Fees
of the arbitrator(s) shall be shared equally by the parties, but otherwise each party will
bear its own arbitration costs, including but not limited to attorney’s fees and expenses.
13.4. Discovery in Arbitration. Consistent with the expedited nature of
arbitration, each party will, upon written request of the other party, promptly provide the
other with copies of documents legally relevant to the issues raised by any claim or
counterclaim. Any dispute regarding discovery or the relevance or scope thereof shall be
5
determined by the arbitrator(s), which determination shall be conclusive. All discovery
shall be completed within sixty (60) days following appointment of the arbitrator(s).
13.5. Remedies: The arbitrator(s) may grant any relief available at law or in
equity, including but not limited to equitable remedies of specific performance and
injunction. Because the Utility will be irreparably damaged if the restrictive covenants
set forth in Section 7 are not specifically enforced, it shall be entitled to an injunction
restraining any violation of the said provisions by the Participant, or to any other
appropriate decree of specific performance, in addition to any other remedies allowed by
applicable law. The Participant hereby waives any requirement that the Utility post bond
or show the likelihood of damages as a condition to issuance of a writ of injunction.
13.6. Attorney Fees. In the event of any mediation or arbitration to interpret,
settle or enforce any of the provisions of this Plan, each party shall bear its own
attorney’s fees and costs, except that the Participant shall bear the reasonable attorney’s
fees and expenses incurred by the Utility in any dispute where the Participant is found to
have violated any of the restrictive covenants set forth in Section 7.
14. Modification. The Utility reserves the right to modify the terms and conditions of
this Plan at any time.
Adopted ________________