HomeMy WebLinkAbout~Master - December 17, 2024 Regular Meeting of the Ames City Council1.Motion approving payment of claims
2.Motion approving Summary of Minutes of Regular City Council Meeting on December 10, 2024
3.Motion accepting Fitch Family Indoor Aquatic Center Monthly Update
4.Resolution approving Records Retention Schedule
5.Resolution authorizing City staff to apply for the EPA Solid Waste Infrastructure for Recycling
Grant in the amount of $5,000,000
6.Resolution authorizing staff to issue cancelation notice to CarelonRx and negotiate with Wellmark
Blue Cross/Blue Shield of Iowa for Pharmacy Benefit Manager Services
7.Resolution approving Change Order #1 to Woodruff Construction for the Water Pollution Control
Facility Nutrient Reduction Modifications Phase 1 Project in the deduct amount of $231,878.79
8.Resolution approving Change Order #3 to Brockway Mechanical & Roofing Co., Inc, Des
Moines, IA, Bid Package, 22-1 Plumbing & HVAC Work for the pool CO2 & AHJ modifications
that was not anticipated in the contract for the Fitch Family Indoor Aquatic Center in the amount
of $12,066
9.Resolution approving contract and bond for the 2019/20 Storm Water Erosion Control Program
(Ioway Creek - 6th to 13th St) with Iowa Earthworks, of Huxley, Iowa
10.Resolution approving contract and bond for the 2023/24 Ames Plan 2040 Sanitary Sewer Utility
Infrastructure (265th Street Extension) with S.M. Hentges and Sons, Inc., of Jordan, Minnesota
11.Resolution approving contract and bond for the Ames City Hall Interior Updates Phase II with
GTG Construction, LLC, of Des Moines, Iowa
12.Resolution approving contract and bond for the Ames/ISU Ice Arena Radiant Heat Replacement
Project with Converse Conditioned Air, Inc., of Ames, Iowa
13.Resolution approving partial completion of public improvements and reducing financial security
on file for Scenic Valley 6th Addition to $16,102.75
14.Resolution accepting the North Sunset Ridge Sanitary Sewer (798 N. 500th Avenue) project as
completed by Rognes Corp. of Ankeny, Iowa in the amount of $939,949.84
AGENDA
REGULAR MEETING OF THE AMES CITY COUNCIL
COUNCIL CHAMBERS - CITY HALL
DECEMBER 17, 2024
NOTICE TO THE PUBLIC: The Mayor and City Council welcome comments from
the public during discussion. The Standards of Decorum, posted at the door and
available on the City website, define respectful conduct for public participation. If you
wish to speak, please fill out the form on the tablet outside the door to the Council
Chambers or scan the QR Code to the right to fill out the same form on a personal
device. When your name is called, please step to the microphone, state your name for
the record, and keep your comments brief so that others may have the opportunity to speak.
CALL TO ORDER: 6:00 p.m.
CONSENT AGENDA : All items listed under the Consent Agenda will be enacted by one motion.
There will be no separate discussion of these items unless a request is made prior to the time the
Council members vote on the motion.
PUBLIC FORUM : This is a time set aside for comments from the public on topics of City business
other than those listed on this agenda. Please understand that the Council will not take any action on
your comments at this meeting due to requirements of the Open Meetings Law, but may do so at a
future meeting.
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15.FY 2024/25 Fall Downtown Facade Grants
a. Resolution awarding grants
16.Resolution approving Plat of Survey and Waiver of Subdivision Access Standards for 1420 South
Grand Avenue and 623 South 16th Street
17.Fitch Family Indoor Aquatic Center Proposed Operating Budget
18.Hearing on Amendment to the City-wide Urban Revitalization Area Designation and Plan:
a. Resolution amending the plan to include an alternative tax exemption schedule and an
additional eligibility requirement for solar installation for new construction of ownership
housing
b. Resolution amending plan boundaries to include property that has been annexed to the city
through December 31, 2024
19.Hearing on Acceptance and Submittal of the City's 2023-24 Consolidated Annual Performance
and Evaluation Report (CAPER) in connection with the City's Community Development Block
Grant Program (CDBG) and HOME Programs
a. Resolution approving the submittal of the City's 2023-24 CAPER
20.Second reading of Zoning Text Amendment to allow Social Service Providers in the Single-
Family Conservation Overlay (O-SFC) Zoning District with the approval of Special Use Permit
for certain Properties abutting Commercial Zoning
21.Third reading and adoption of ORDINANCE NO. 4542 for rezoning of 3200 University
Boulevard from "RI" (Research Park Innovation District) to "FS-RM (Floating Suburban -
Residential Medium Density) with "PUD" Planned Unit Development Overlay
22.Third reading and adoption of ORDINANCE NO. 4543 for rezoning of 3300 University
Boulevard from "RI" (Research Park Innovation District) to "FS-RM (Floating Suburban -
Residential Medium Density) with "PUD" Planned Unit Development Overlay
23.Resolution approving Change Order No. 2 with Sulzer Turbo Services of La Porte, Texas, to
provide a temporary lease engine and provide a permanent, overhauled engine to be installed at
CT-1 combustion turbine
24.Presentation on Electric Services Long Range Plan
25.Budget Guidelines
26.Participation with agencies, boards, and commissions:
a. Discover Ames (ACVB)
b. Ames Regional Economic Alliance (AREA)
c. Story County Emergency Management Agency (SCEMA)
d. Ames Transit Agency Board of Trustees
PLANNING AND HOUSING:
PARKS & RECREATION:
HEARINGS:
ORDINANCES:
ELECTRIC:
FINANCE:
DISPOSITION OF COMMUNICATIONS TO COUNCIL:
REPORT OF GOVERNING BODY:
COUNCIL COMMENTS:
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ADJOURNMENT:
Please note that this agenda may be changed up to 24 hours before the meeting time as provided
by Section 21.4(2), Code of Iowa.
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To:Mayor and City Council
From:City Clerk's Office
Date:December 13, 2024
Subject:Approval of Minutes
Item No. 2
MEMO
Attached are the minutes for the Regular Meeting of the Ames City Council on December
10, 2024.
ATTACHMENT(S):
C24-1210 Summary.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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SUMMARY MINUTES OF THE REGULAR MEETING OF THE
AMES AREA METROPOLITAN PLANNING ORGANIZATION (AAMPO)
TRANSPORTATION POLICY COMMITTEE
AND REGULAR MEETING OF THE AMES CITY COUNCIL
AMES, IOWA DECEMBER 10, 2024
The Ames Area Metropolitan Planning Organization (AAMPO) Transportation Policy Committee
meeting was called to order by Ames Mayor and voting member John Haila at 5:59 p.m. on the
10th day of December, 2024. Other voting members present were: Bronwyn Beatty-Hansen, City
of Ames; Gloria Betcher, City of Ames, Amber Corrieri, City of Ames; Tim Gartin, City of Ames;
Rachel Junck, City of Ames; Anita Rollins, City of Ames; Emily Boland, Ames Transit Agency
Representative, Linda Murken, Story County Board of Supervisors, and Bill Zinnel, Boone County
Board of Supervisors.
HEARING ON AMENDMENT TO FFY 2025-2028 TRANSPORTATION
IMPROVEMENT PROGRAM: Transportation Planner Kyle Thompson stated that a 10-day
public comment had received no comments.
Mayor Haila opened and closed the Public Hearing when no one came forward to speak.
Moved by Murken, seconded by Betcher, to adopt RESOLUTION NO. 24-642 approving
amendment.
Vote on Motion: 10-0. Motion declared carried unanimously.
POLICY COMMITTEE COMMENTS: None.
ADJOURNMENT: Moved by Zinnel, seconded by Betcher, to adjourn the meeting at 6:01p.m.
Vote on Motion: 10-0. Motion declared carried unanimously.
REGULAR MEETING OF THE AMES CITY COUNCIL
AMES, IOWA DECEMBER 10, 2024
The Regular Meeting of the Ames City Council was called to order by Mayor John Haila at 6:0 2
p.m. on the 10th day of December 2024, in the City Council Chambers in City Hall, 515 Clark
Avenue, pursuant to law. Present were City Council Members Bronwyn Beatty-Hansen, Gloria
Betcher, Amber Corrieri, Tim Gartin, Rachel Junck and Anita Rollins. Ex officio Emily Boland
was also present.
PROCLAMATION FOR "WREATHS ACROSS AMERICA DAY," DECEMBER 14, 2024:
Mayor Haila presented the proclamation to Jamie Barker who accepted on behalf of the American
Legion Riders.
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CONSENT AGENDA: Council Member Betcher requested to pull Item No. 18 and Item No. 19.
Moved by Corrieri, seconded by Beatty-Hansen, to approve the Consent Agenda less Items No. 18 and
Item No. 19.
2. Motion approving payment of claims
3. Motion approving Summary of Minutes of Regular City Council Meeting on November 26,
2024
4. Motion approving Report of Change Orders for period November 16-30, 2024
5. Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor
Licenses:
a. Cyclone Liquors, (626 Lincoln Way), Class C Liquor License
b. Mickey’s Irish Pub, (109 Welch Avenue), Class C Retail Alcohol License with
Outdoor Service
c. Café Beau, (2504 Lincoln Way), Class C Retail Alcohol License with Outdoor Service
d. Torrent Brewing Co., (504 Burnett Avenue), Class C Retail Alcohol with Living
Quarter and Outside Service
6. Motion setting November 18, 2025, and December 16, 2025, as Regular City Council
Meetings
and cancelling City Council Meetings on November 11, 2025, and December 23, 2025
7. Motion accepting Municipal Equality Index Report
8. Motion directing the City Attorney to draft an ordinance adopting the name of a new
frontage road at U.S. Highway 30 and 580th/S Teller Ave to Turing Street
9. RESOLUTION NO. 24-643 approving requests from Midnight Madness on July 18, 2025,
for partial road closures of:
a. Ashmore Drive from Beach Avenue to Gaskill Drive
b. Gaskill Drive from Ashmore Drive to Country Club Boulevard
c. Country Club Boulevard from Gaskill Drive to Kildee Street
d. Agg Avenue from Kildee Street to Cessna Street
e. Cessna Street from Agg Avenue to Beach Avenue
10. RESOLUTION NO. 24-644 authorizing the expenditure of $5,000 ($4,000 from Council
Operating budget & $1,000 from AHRC budget) to support the Building Inclusion
Breakfast
11. RESOLUTION NO. 24-645 approving and adopting Supplement No. 2025-1 to the Ames
Municipal Code
12. RESOLUTION NO. 24-646 approving Encroachment Permit for Sign at 301 Main Street
13. RESOLUTION NO. 24-647 approving appointment of Council Member Bronwyn Beatty-
Hansen to the Ames Regional Economic Alliance (AREA)
14. RESOLUTION NO. 24-648 approving appointment of Council Member Tim Gartin to
Discover Ames
15. RESOLUTION NO. 24-649 approving appointment of Council Member Rachel Junck to
the Ames Transit Agency Board of Trustees
16. RESOLUTION NO. 24-650 approving Agreement between Ames Human Relations
Commission and Iowa Office of Civil Rights regarding intake and investigation of Civil
Rights Complaints
17. RESOLUTION NO. 24-651 approving amendment to the Iowa Department of Agriculture
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and Land Stewardship Funding Agreement for the Ioway Creek-Brookside Water Quality
Project revising the completion date to December 31, 2026
18. RESOLUTION NO. 24-652 approving the Commission on the Arts (COTA) Spring 2025
Special Project Grant contracts
19. RESOLUTION NO. 24-653 authorizing Public Art Commission to enter into agreements
with artists for 2025/26 Ames Annual Outdoor Sculpture Exhibition selections
20. RESOLUTION NO. 24-654 awarding contract to Van Meter Inc. of Urbandale, Iowa for
the purchase of 750 copper, 15 kV cable in the amount of $103,554.60
21. RESOLUTION NO. 24-655 awarding contract to Rexco Equipment Inc. of Des Moines
for a forestry wood and brush chipper for the Parks and Recreation Department
22. RESOLUTION NO. 24-656 approving contract and bond for the Water Treatment Plant
Lime Pond Underdrain Improvement with Con-Struct, Inc., of Ames, Iowa
Roll Call Vote: 6-0. Motions/Resolutions declared carried/adopted unanimously, signed by the
Mayor, and hereby made a portion of these Minutes.
COMMISSION ON THE ARTS (COTA) SPRING 2025 SPECIAL PROJECT GRANT
CONTRACTS: Council Member Betcher expressed her interest in fully funding the request from
the India Cultural Association.
Moved by Betcher, seconded by Gartin, to request the Ames Human Relations Commission utilize
$570 of education funding, if available, for the India Cultural Association, with the difference
being provided by City Council’s contingency fund, if needed.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Betcher, seconded by Gartin, to adopt RESOLUTION NO. 24-652 approving the
Commission on the Arts (COTA) Spring 2025 Special Project Grant contracts.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
PUBLIC ART COMMISSION 2025/26 AMES ANNUAL OUTDOOR SCULPTURE
EXHIBITION SELECTIONS: Council Member Betcher stated her preference to select an
alternate instead of a rendering of a sculpture that had not been produced.
Moved by Betcher that the rendering of “Swirling Fire/Tree” not be approved, and request PAC
replace with ‘Something Out of Nothing,” an alternate.
Motion died due to lack of a second.
Moved by Beatty-Hansen, seconded by Corrieri, to adopt RESOLUTION NO. 24-653 authorizing
Public Art Commission to enter into agreements with artists for 2025/26 Ames Annual Outdoor
Sculpture Exhibition selections.
Roll Call Vote: 5-1, Betcher dissenting. Resolution declared adopted, signed by the Mayor, and hereby
made a portion of these Minutes.
PUBLIC FORUM: Mayor Haila opened the Public Forum.
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Richard Deyo, Ames, discussed his experience with political campaigns.
Mayor Haila closed the Public Forum when no one else came forward to speak.
ZONING TEXT AMENDMENT TO ALLOW SOCIAL SERVICE PROVIDERS IN THE
SINGLE-FAMILY CONSERVATION OVERLAY (O-SFC) ZONING DISTRICT WITH
APPROVAL OF SPECIAL USE PERMIT FOR CERTAIN PROPERTIES ABUTTING
COMMERCIAL ZONING: Director of Planning and Housing Kelly Diekmann highlighted that
the proposed ordinance would allow for one additional social service provider within the O-SFC.
Mayor Haila stated that Public Input would only be permitted on the language of the proposed
ordinance.
Mayor Haila opened the Public Input.
Richard Deyo, Ames, inquired on input received.
David Carter, Ames, expressed his concern over lack of specification of which social service
provider may apply for the special use permit.
Kate Gregory, Ames, stated her concern on enforcement mechanisms to be sure more social service
providers were not permitted in the future.
Mayor Haila closed the Public Input when no one else came forward to speak.
Moved by Gartin, seconded by Beatty-Hansen, to pass on first reading an Ordinance on a Zoning
Text Amendment to allow Social Service Providers in the Single-Family Conservation Overlay
(O-SFC) Zoning District with approval of Special Use Permit for certain Properties abutting
Commercial Zoning.
Roll Call Vote: 4-2, Betcher and Rollins dissenting. Motion declared carried.
SECOND READING OF ORDINANCE FOR INDUSTRIAL TAX ABATEMENT FOR
WYFFELS SITE PLAN AT 220 S. TELLER AVENUE: Moved by Betcher, seconded by
Beatty-Hansen, to pass on second reading an ordinance for Industrial Tax Abatement for Wyffels
Site Plan at 220 S. Teller Avenue.
Roll Call Vote: 6-0. Motion declared carried unanimously.
SECOND READING OF ORDINANCE FOR REZONING OF 3200 UNIVERSITY
BOULEVARD FROM "RI" (RESEARCH PARK INNOVATION DISTRICT) TO "FS -
RM" (FLOATING SUBURBAN - RESIDENTIAL MEDIUM DENSITY) WITH "PUD"
PLANNED UNIT DEVELOPMENT OVERLAY: Moved by Rollins, seconded by Gartin, to
pass on second reading of Ordinance for rezoning of 3200 University Boulevard from "RI"
(Research Park Innovation District) to "FS-RM" (Floating Suburban - Residential Medium
Density) with "PUD" Planned Unit Development Overlay.
Roll Call Vote: 6-0. Motion declared carried unanimously.
SECOND READING OF ORDINANCE FOR REZONING OF 3300 UNIVERSITY
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BOULEVARD FROM "RI" (RESEARCH PARK INNOVATION DISTRICT) TO "FS -
RM" (FLOATING SUBURBAN - RESIDENTIAL MEDIUM DENSITY) WITH "PUD"
PLANNED UNIT DEVELOPMENT OVERLAY: Moved by Rollins, seconded by Beatty-
Hansen, to pass on second reading of Ordinance for rezoning of 3300 University Boulevard from
"RI" (Research Park Innovation District) to "FS-RM" (Floating Suburban - Residential Medium
Density) with "PUD" Planned Unit Development Overlay.
Roll Call Vote: 6-0. Motion declared carried unanimously.
PRELIMINARY PLAT FOR 4925 AND 5299 LINCOLN WAY - SUNSET RIDGE
SUBDIVISION, 12TH ADDITION: Director Diekmann presented the Council Action Form
(CAF).
Mayor Haila opened and closed the Public Input when no one came forward to speak.
Moved by Gartin, seconded by Betcher, to adopt RESOLUTION NO. 24-657 approving
Preliminary Plat for 4925 and 5299 Lincoln Way – Sunset Ridge Subdivision, 12th Addition.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
FINAL PLAT FOR 4925 AND 5299 LINCOLN WAY - SUNSET RIDGE SUBDIVISION,
12TH ADDITION: Mayor Haila opened and closed the Public Input when no one came forward
to speak.
Moved by Beatty-Hansen, seconded by Corrieri, to adopt RESOLUTION NO. 24-658 approving
Final Plat for 4925 and 5299 Lincoln Way - Sunset Ridge Subdivision, 12th Addition.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
EXTENSION OF SIDEWALK INSTALLATION DEFERRAL FOR 4004 AND 4008
COCHRANE PARKWAY: Director Diekmann reviewed the history of the request.
Mayor Haila opened and closed the Public Input when no one came forward to speak.
Moved by Betcher, seconded by Rollins, to adopt RESOLUTION NO. 24-659 approving
Extension of Sidewalk Installation Deferral for 4004 and 4008 Cochrane Parkway.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
REQUEST TO DEFER IMPLEMENTATION OF ANNEXATION COVENANTS BY
SEPARATE OWNERS OF 2114 & 2126 STATE AVENUE: Planner Justin Moore presented
options for action that the City Council could pursue.
Mayor Haila opened the Public Input.
Maragaret Epplin and Ronald Mowers requested that the annexation agreement for 2114 State
Avenue be vacated.
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Mayor Haila closed the Public Input when no one else came forward to speak.
Moved by Beatty-Hansen, seconded by Betcher, to adopt RESOLUTION NO. 24-660 to Defer
Implementation of Annexation Covenants.
Motion withdrawn.
The City Council engaged in discussion with staff.
Moved by Beatty-Hansen, seconded by Betcher, to adopt RESOLUTION NO. 24-660 to Defer
Implementation of Annexation Covenants.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
SOLID WASTE MANAGEMENT STRATEGIES: Director of Public Works John Joiner and
Resource Recovery Superintendent Mark Peebler presented the Staff Report and reviewed next
steps.
Moved by Betcher, seconded by Rollins, to adopt RESOLUTION NO. 24-661 authorizing staff
to submit an Intent to Negotiate letter to Carroll County Solid Waste Management Commission.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
2024 CITY BOARDS AND COMMISSION SURVEY RESULTS: Assistant City Manager Pa
Vang Goldbeck presented the survey results and implementation steps for future recruitment efforts.
STAFF REPORT REGARDING FITCH FAMILY INDOOR AQUATIC CENTER
(FFIAC): Director Abraham and Recreation Superintendent Courtney Kort presented the report,
highlighting the facility schedule, survey results, and fee schedule.
Moved by Junck, seconded by Betcher, approve in concept the proposed facility schedules and fees
for FFIAC as outlined above knowing that changes may be necessary between now and when FFIAC
opens.
Vote on Motion: 6-0. Motion declared carried unanimously.
HEARING ON TEXT AMENDMENT MODIFYING NEWSPAPER PUBLICATION
REQUIREMENTS: Mayor Haila opened the Public Hearing.
Moved by Beatty-Hansen, seconded by Rollins, to continue the Public Hearing to January 14, 2025.
Vote on Motion: 6-0. Motion declared carried unanimously.
HEARING ON 2019/20 STORM WATER EROSION CONTROL PROGRAM (IOWAY
CREEK - 6TH TO 13TH ST): Mayor Haila opened and closed the Public Hearing when no one
came forward to speak.
Moved by Betcher, seconded by Beatty-Hansen, to accept report of bids.
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Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Betcher, seconded by Rollins, to adopt RESOLUTION NO. 24-662 approving final
plans and specifications and awarding a contract to Iowa Earth Works of Huxley, Iowa in the
amount of $1,687,433.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
HEARING ON 2023/24 AMES PLAN 2040 SANITARY SEWER UTILITY
INFRASTRUCTURE (265TH STREET EXTENSION): Mayor Haila opened and closed the
Public Hearing when no one came forward to speak.
Moved by Beatty-Hansen, seconded by Rollins, to accept report of bids.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Rollins, seconded by Betcher, to adopt RESOLUTION NO. 24-663 approving final plans
and specifications and awarding a contract for the base bid to S.M. Hentges & Sons, Inc of Jordan,
Minnesota, in the amount of $2,036,000.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
HEARING ON CARR PARK AGILITY COURSE PROJECT: Mayor Haila opened and
closed the Public Hearing when no one came forward to speak.
Moved by Gartin, seconded by Beatty-Hansen, to accept report of bids.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-664 approving
final plans and specifications and awarding a contract to Caliber Construction LLC, of Adair,
Iowa in the amount of $443,800.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-665 awarding a
contract to Outdoor Recreation Products, Gretna, Nebraska for the agility course equipment and
installation in the amount of $166,570.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-666 awarding a
contract to Boland Recreation, Marshalltown, Iowa for a shelter in the amount of $25,500.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
HEARING ON MINI-PITCH PROJECT AT LLOYD KURTZ PARK: Superintendent Kort
reviewed the recommendation of staff.
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Mayor Haila opened and closed the Public Hearing when no one came forward to speak.
Moved by Gartin, seconded by Corrieri, to accept report of bids.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Gartin, seconded by Corrieri, to adopt RESOLUTION NO. 24-667 approving final plans
and specifications for Bid Package 1 – Concrete & Grading and awarding a contract to Caliber
Concrete LLC, of Adair, IA, for the base bid, Add Alternate 1, and Add Alternate 3 in the amount of
$182,462.27.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Gartin, seconded by Corrieri, to adopt RESOLUTION NO. 24-668 approving final plans
and specifications for Bid Package 2 - Mini-Pitch System, Lights, and Acrylic Surfacing and awarding
a contract to Caliber Concrete LLC, of Adair, Iowa, in the amount of $109,300.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Gartin, seconded by Corrieri, to adopt RESOLUTION NO. 24-669 approving final plans
and specifications for Bid Package 3 – Electrical and awarding a contract to Van Maanen Electric Inc,
of Newton, Iowa, for Bid Option 1 in the amount of $7,610.
Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made
a portion of these Minutes.
Moved by Gartin, seconded by Corrieri, to reject bid for Bid Package 4 – Water Service.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Gartin, seconded by Corrieri, to approve reallocation of Capital Improvement Project
(CIP) savings for the Community Center Gym Flooring Project in the amount of $90,230.
Vote on Motion: 6-0. Motion declared carried unanimously.
HEARING ON PROPOSAL TO VACATE EASEMENTS LOCATED AT ASPEN RIDGE
SUBDIVISION, 2ND ADDITION AND GRAND ASPEN RIDGE SUBDIVISION, 2ND
ADDITION: Mayor Haila opened and closed the Public Hearing when no one came forward to
speak.
Moved by Gartin, seconded by Betcher, to adopt RESOLUTION NO. 24-670 vacating easements.
Vote on Motion: 6-0. Motion declared carried unanimously.
DISPOSITION OF COMMUNICATIONS TO COUNCIL: Mayor Haila stated that there were
three items for consideration. The first correspondence to be evaluated was a request for the option for
landlords to receive text notifications of utility outages from Pete and Monica Steinmetz.
Moved by Betcher, seconded by Rollins, to refer to staff to address the topic.
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Vote on Motion: 6-0. Motion declared carried unanimously.
A memo from Director of Electric Services Donald Kom pertaining to streetlights and a memo from
Traffic Engineer Damion Pregitzer regarding the evaluation of an all-way stop at Kent Avenue and
Aspen Road were presented for information only.
REPORT OF GOVERNING BODY: The Mayor and City Council Members provided highlights
from their attendance at various board and commission meetings.
COUNCIL COMMENTS: The Mayor and Council Members reported on various meetings
attended, upcoming meetings, community events, and items of interest.
Moved by Gartin to request staff draft an ordinance that will create parity among public spaces for
example library, public streets, sideways, and alleys with City parks which have a curfew of 10:30
p.m.
Seconded by Corrieri after Council Member Gartin accepted Council Member Beatty-Hansen’s
friendly amendment to rephrase the motion to “request staff bring back a memo that outlines options
that could be considered by the City Council.”
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Gartin, seconded by Betcher, to request staff meet with residents and representatives of the
Old Town district to increase the level of safety residents feel.
Motion Withdrawn.
Moved by Gartin, seconded by Beatty-Hansen, to request staff to bring a memo back with options for
ways to engage with Old Town district concerns, specifically safety issues.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Gartin, seconded by Rollins, to request staff reach out to other communities such as Boone,
Marshalltown, and the Des Moines Metro to inquire if they would be willing to participate in efforts
to house the Homeless in Ames and participate in funding.
Vote on Motion: 1-5, Beatty-Hansen, Betcher, Corrieri, Junck, and Rollins dissenting.
ADJOURNMENT: Moved by Betcher, seconded by Corrieri, to adjourn the meeting at 8:30 p.m.
Vote on Motion: 6-0. Motion declared carried unanimously.
___________________________ _______________________________
Grace Bandstra, Deputy City Clerk John A. Haila, Mayor
_____________________________
Renee Hall, City Clerk
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To:Mayor & City Council
From:Keith Abraham, Director of Parks & Recreation
Date:December 13, 2024
Subject:Fitch Family Indoor Aquatic Center Update
Item No. 3
MEMO
PROJECT UPDATE:
To keep City Council informed of the construction status of the Fitch Family Indoor
Aquatic Center (FFIAC), staff will provide a written update at Council's second meeting
of each month. Additionally, staff, along with representatives from Story Construction
and RDG, will provide an in-person update once per quarter. If anything occurs during
the project that requires Council action, staff will present this in a timely manner.
The City's Construction Manager for the project, Story Construction, has provided a
Project Status Report (Attachment A). The installation of precast concrete panels for the
natatorium walls began on December 6 with completion slated for January 7, 2025. One
lane of Lincoln Way will need to be shut down while some panels are being installed, and
the CyRide bus stop will need to be relocated for a short time.
Story Construction and RDG Planning and Design are 83% complete with reviewing
shop drawings and submittals. This activity will continue until 100% complete.
Staff has developed a proposed facility calendar and a fee schedule for this new facility
which was presented to City Council at its December 10 meeting. Additionally, staff has
developed an operational budget for FFIAC which will be presented to City Council at its
December 17, 2024 meeting. The presentation will also include the impact the FFIAC
budget will have on the tax support needed for the Parks and Recreation General Fund
budget.
CHANGE ORDER SUMMARY:
There were three change orders approved recently and an updated change order log is
shown as Attachment B. Thus far, change orders for the project total $229,934, or 1.3%
of the construction budget. The contingency for this project is $2.1 million with a current
balance of $1,866,243. There is also $1 million set aside for mitigation of contamination
issues, which has not been used at this time.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
14
ATTACHMENT(S):
Attachment A - Story Construction Monthly Project Status Report 2024-12.pdf
Attachment B - Change Order Log - 12-17-24.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
15
Page 1 of
Fitch Family Indoor Aquatic Center
Monthly Project Status Report
December 2024
PROGRESS THIS PAST MONTH:
The backfill of foundations and interior buried utilities was completed.
A crane pad and an access road to support precast concrete and structural steel erection were
completed.
The roof joists for the Natatorium roof structure were delivered to the site.
Interior masonry work began during the week ending December 6th.
The precast concrete and structural steel erection work began December 6th.
The main utility transformer is scheduled for installation during the week ending December 13th.
Submittals and Requests for Information continued to be processed between the Bid Package
Contractors, Story Construction, and RDG Planning & Design.
WORK PLANNED FOR NEXT MONTH:
Precast concrete and structural steel erection for the Natatorium will continue through the early part
of January. This will include the closure of one westbound lane of Lincoln Way and a CyRide bus
stop to accommodate installation of the Natatorium’s south face.
Precast concrete and structural steel erection for the areas of the building outside of the Natatorium
will begin after the Natatorium erection has been completed.
Temporary enclosures will be installed in the Natatorium’s wall openings in preparation for running
temporary heat in this space.
Interior masonry wall work will continue.
Roofing work will begin on the Natatorium following the installation of the steel roof deck. The
installation will be preceded by a pre-installation meeting to review the quality points of this work.
SCHEDULE SUMMARY:
Construction Substantial Completion Date: November 15, 2025
4
16
Aerial Photos
Description
Taken Date
12/09/2024 at 11:18 am
Upload Date
12/09/2024 at 11:40 am
Uploaded By
Mitch Anderson
Name
DJI_0380.jpg
Aerial Photos
Description
Taken Date
12/09/2024 at 11:17 am
Upload Date
12/09/2024 at 11:40 am
Uploaded By
Mitch Anderson
Name
DJI_0376.jpg
Story Construction Co.
Job #: 23401-01 Fitch Family Indoor Aquatic Center
115 N Elm Avenue
Ames, Iowa 50010
PROJECT PHOTOS:
Page of 42
Building Site - View to NE
Building Site - View to SW
17
Aerial Photos
Description
Taken Date
12/09/2024 at 11:17 am
Upload Date
12/09/2024 at 11:40 am
Uploaded By
Mitch Anderson
Name
DJI_0374.jpg
Story Construction Co.
Job #: 23401-01 Fitch Family Indoor Aquatic Center
115 N Elm Avenue
Ames, Iowa 50010
Page of 43
Building Site - View to SE
18
Description
Taken Date Uploaded By
12/06/2024 at 02:35 pm Eli Rochleau
Upload Date File Name
12/09/2024 at 10:04 am
Album
Progress
Description
Taken Date Uploaded By
12/06/2024 at 10:30 am Eli Rochleau
Upload Date File Name
12/09/2024 at 10:04 am
Album
Progress
Description
Taken Date Uploaded By
12/06/2024 at 08:17 am Eli Rochleau
Upload Date File Name
12/09/2024 at 10:03 am
Album
Progress
Description
Taken Date Uploaded By
12/05/2024 at 01:43 pm Deb Thurmond
Upload Date File Name
12/05/2024 at 01:43 pm
Album
Progress
Story Construction Co.
Job #: 23401-01 Fitch Family Indoor Aquatic Center
115 N Elm Avenue
Ames, Iowa 50010
Page of 44
Natatorium - North Precast Wall View to NW Natatorium - Install of Precast Panel
Delivery of Precast Panel for Natatorium Transformer Pad and Conduit
19
Contractor Change
Order #Description Amount Balance
Beginning Contingency
Balance $ 2,100,000
All Star Concrete 1 Precast Enbeds Install Change Contracts $ 10,010 $ 2,089,990
Core Construction 1 IDPH Permit Review, Precast Panel Joint Mods, Mechanical Louver Mods, Steel
Lintel, Precast Enbeds Install Change Contracts $ 22,065 $ 2,067,925
Core Construction 2 Misc. Structural Revisions & South Elevation Glazing Revised $ 3,979 $ 2,063,946
Lansink Construction 1 Wet Room Door Change, Multipurpose Room Cubbies $ 42,129 $ 2,021,817
Lansink Construction 2 Door 115A Change to FRP $ 2,858 $ 2,018,959
Lansink Construction 3 Interior Finishes $ 3,021 $ 2,015,938
Central States Roofing 1 IDPH Permit Review, Mechanical Louver Mods $ 1,647 $ 2,014,291
Orning Glass Company 1 Wet Room Door Changes $ (3,823) $ 2,018,114
Orning Glass Company 2 Window Frit Revisions $ 1,743 $ 2,016,371
Hilsabek Schacht 1 Wet Room Door Change $ - $ 2,016,371
Hilsabek Schacht 2 Door 115A Change to FRP $ - $ 2,016,371
Sande Construction 1 IDPH Permit Review Updates $ 1,370 $ 2,015,001
Brockway Mechanical 1 Hydronic Pumps Flow Update $ (2,320) $ 2,017,321
Brockway Mechanical 2 IDPH Permit Review Updates, 6" Storm Drain Relocation, Mechanical Louver
Mods, Glycol Feed Dual Pump $ 38,702 $ 1,978,619
Van Maanen Electric 1 IDPH Permit Review Updates $ 21,953 $ 1,956,666
Van Maanen Electric 2 Transformer Relocate $ 14,237 $ 1,942,429
Van Maanen Electric 3 Light Fixture SWA Dimming $ 4,679 $ 1,937,750
Con-Struct 1 Water Service Disconnect $ 7,747 $ 1,930,003
Con-Struct 2 Building Rubble Removal $ 45,419 $ 1,884,584
Iowa Pipe & Grading 1 Storm & Existing Water Utility Conflict & Sanitary Tie in at N. 2nd Ave $ 14,518 $ 1,870,066
Totals / Current Balance $ 229,934 $ 1,870,066
FITCH FAMILY INDOOR AQUATIC CENTER
CHANGE ORDER LOG
(As of 12/17/24)
Highlighted Rows Indicate New Change Orders Since the Last Update
20
ITEM #:4
DATE:12-17-24
DEPT:ADMIN
SUBJECT:RECORDS RETENTION SCHEDULE
COUNCIL ACTION FORM
BACKGROUND:
The City's Records Retention Schedule outlines requirements to preserve certain records for various
lengths of time, depending on the nature of the record. The schedule balances the importance of
retaining each type of record for future reference with the resources required to catalog, store, and
maintain a considerable volume of papers. The existing schedule, originally adopted in 1998, was
revised in its entirety on July 12, 2011, and the most recent updates occurred in 2014.
City staff initiated a review of the schedule, utilizing a template provided by the Iowa League of Cities.
The Iowa League schedule provides functional categories common to a majority of Iowa municipalities.
The recommended retention periods take into account requirements of the Code of Iowa, the Iowa
Administrative Code, and Federal Law, and is revised as these state and federal regulations change. In
addition, the Iowa League schedule allows for customization for unique records and requirements
specific to the City of Ames.
Staff consulted with several peer cities and found that they have adopted schedules based on the Iowa
League template as well. A draft Records Retention Schedule has been prepared and is attached for the
Council's consideration. If approved by the City Council, the new Records Retention Schedule would go
into effect on January 1, 2025.
ALTERNATIVES:
1. Adopt the attached City of Ames Records Retention Schedule, effective January 1, 2025.
2. Do not approve the attached Records Retention Schedule.
3. Refer this item to staff for further information.
CITY MANAGER'S RECOMMENDED ACTION:
Adopting the schedule provided by the Iowa League of Cities, with local modifications, will help ensure
that City staff provides requested documents in the most accurate and cost-efficient manner. Therefore,
it is the recommendation of the City Manager that the City Council adopt Alternative #1, as described
above.
ATTACHMENT(S):
FINAL 2025 Records Retention Manual.pdf
21
R E C O R D S
R E T E NT I O N
M a n u a l f o r R e c o r d s M a n a g e m e n t E f f e c t i v e J a n u a r y 1 , 2 0 2 5
City Clerk’s Office
515.239.5105
www.CityOfAmes.org
515 Clark Ave., Ames, IA 50010
22
Schedule 1: Administrative and Legal Records .....................................................................................................1
Schedule 2: Financial Records ...............................................................................................................................7
Schedule 3: Payroll and Personnel Records .........................................................................................................10
Schedule 4: Public Works Records ......................................................................................................................12
Schedule 5: Fire Department Records ..................................................................................................................17
Schedule 6: Parks and Recreation Records ..........................................................................................................18
Schedule 7: Airport Records.................................................................................................................................19
Schedule 8: Library Records ................................................................................................................................20
Schedule 9: Planning and Housing Records .........................................................................................................21
Schedule 10: Police Records ................................................................................................................................23
Schedule 11: Engineering Records .......................................................................................................................25
Schedule 12: Transit Records ...............................................................................................................................26
Schedule 13: Electric Utility Records ...................................................................................................................29
Schedule 14: Water Utility Records .....................................................................................................................39
Schedule 15: Gas Utility Records .........................................................................................................................43
Appendix ..............................................................................................................................................................44
Records Management .........................................................................................................................................44
The Five Steps of Records Management ............................................................................................................47
Managing Electronic Records ............................................................................................................................50
23
Record Title Retention Period Reason
I. Council Proceedings
A. Minutes
1. Official Copy Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
2. Working Copies As long as administratively useful Administrative value ends
3. Index Permanent Continuing administrative and
historical value
4. Audio Recordings and
minutes of Closed
Sessions
1 year from the date of the meeting,
unless required to retain due to
pending litigation
Code of Iowa, 21.5(4).
Administrative and legal value ends.
5. Agendas 5 years Administrative value ends
B. Ordinances
1. Current code Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
2. Superseded Code Two copies permanent Continuing historical value
3. Index Permanent Continuing administrative and
historical value
4. Individual Copies of
Ordinances for
Disbursement
Until superseded Administrative and legal value ends
C. Resolutions
1. Official Copy Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
2. Working Copies As long as administratively useful Administrative value ends
3. Index Permanent Continuing administrative and
historical value
D. Affidavits of Publication
1. Re: Budget Until audited or 5 years Fiscal and legal value ends
2. Re: Ordinances Until recodification Fiscal and legal value ends
3. Re: Bond Issues Permanent Continuing legal and historical
value
4. Others 5 years Fiscal and legal value ends
E. Oaths of Office If in writing, add to the official
copy of Council minutes for
permanent retention
Continuing legal and historical
value
F. City Official Bonds 5 years after expiration Legal value ends
G. Communications re: floods of
1990 & 1993
Permanent Continuing historical value
H. Correspondence re: perpetual
care of Daley Park
Permanent Continuing historical value
I. Time capsule – Stuart Smith Park Permanent Continuing historical value
24
Record Title Retention Period Reason
II. City Manager Records
A. Boards and Commissions
1. Ames Human Relations
Commission (AHRC)
5 years Administrative value ends
2. Ames International Partner City
Association, Inc. (AIPCA)
Permanent Continuing administrative value
3. Analysis of Social Services
Evaluation Team (ASSET)
5 years Administrative value ends
4. Commission on the Arts (COTA) 5 years Administrative value ends
5. Public Art Commission (PAC) Permanent Continuing administrative value
B. Department Files
1. City Manager’s Office Permanent Continuing administrative value
2. CyRide Permanent Continuing administrative value
3. Electric Permanent Continuing administrative value
4. Fleet Services Permanent Continuing administrative value
5. Finance Permanent Continuing administrative value
6. Fire Permanent Continuing administrative value
7. Human Resources Permanent Continuing administrative value
8. Library Permanent Continuing administrative value
9. Legal Permanent Continuing administrative value
10. Parks and Recreation Permanent Continuing administrative value
11. Planning and Housing Permanent Continuing administrative value
12. Police Permanent Continuing administrative value
13. Public Works Permanent Continuing administrative value
14. Water and Pollution Control Permanent Continuing administrative value
C. Diversity, Equity, and Inclusion
1. Affirmative Action Compliance
Forms
5 years Administrative value ends
2. EEO-4 Report 5 years Administrative value ends
D. Legal Opinions Permanent Continuing administrative value
E. Studies and Reports Permanent Continuing administrative value
III. Real Property
A. Title Documents
1. Deeds Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
2. Title Opinions Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
3. Abstracts and Certificates of Title Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
4. Title Insurance Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
25
Record Title Retention Period Reason
5. Condemnation Proceedings Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative, and
historical value.
B. Easements and/or Right of Way
Agreements
Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative,
and historical value.
C. Plats (legal descriptions, maps,
plat books, both current and
outdated)
Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative,
and historical value.
D. Vacations/Alterations of Plat Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative,
and historical value.
E. Annexation Files Permanent Code of Iowa, 372.13(5). Also
continuing legal, administrative,
and historical value.
IV. Licenses and Permits
A. Cigarette 5 years Administrative and legal value ends
B. Dog or Cat 5 years Administrative and legal value ends
C. Liquor and Beer 5 years Administrative and legal value ends
D. Live Trap Permits 5 years Administrative and legal value ends
E. Restaurants 5 years Administrative and legal value ends
F. Miscellaneous Business (peddler,
taxi, mobile food trucks, etc.)
5 years Administrative and legal value ends
G. Special Events (parades,
festivals, etc.)
5 years Administrative and legal value ends
V. General
A. Accidents on City Property Involving City
1. Claims Settled out of Court 10 years after settlement Legal value ends
2. Court Decisions Permanent Continuing legal value
B. Bids
1. Accepted 5 years Legal and fiscal value ends
2. Rejected 5 years or 1 year after audit Legal and fiscal value ends
C. Blueprints or Plans for City-
Owned Structures
Permanent Continuing administrative and
historical value
D. Cemetery Records, Burial
Records
Permanent Continuing historical value
E. Contracts or Agreements for
Services, Purchases of Equipment
or Supplies, Concessions
10 years after expiration Legal value ends
F. Correspondence As long as administratively useful;
appraise for permanent retention
Possible long-term administrative
use and historical value
G. Daily Diaries or Logs
(appointment calendars, telephone
or radio logs, task lists, etc.)
5 years Administrative value ends
H. Equipment Records
1. Inventories While current Administrative value ends
2. Maintenance History Life of equipment Administrative value ends
3. Cost of operation summaries 5 years Administrative value ends
26
Record Title Retention Period Reason
4. Information Service Records
a. Computer equipment inventory While current Administrative value ends
b. Telephone and mobile phone 5 years Administrative value ends
c. Depreciation reports and records 5 years Administrative value ends
d. Vendor information 5 years Administrative value ends
I. Franchise Agreements 5 years after expiration; appraise
for permanent retention
Legal value ends; possible
continuing historical and legal value
J. Insurance Policies 5 years after expiration Legal value ends
K. Leases 7 years after expiration; appraise
for permanent retention
Legal value ends; possible
continuing historical and legal value
L. Legal Actions
1. Civil Lawsuits and Administrative
Law Proceedings
5 years after closure Administrative and legal value ends
2. Criminal and Municipal Infraction
Cases – Closed
5 years Administrative value ends
3. Civil Case – Closed 5 years Administrative value ends
4. Citations 5 years Administrative value ends
M. Legal Opinions
1. Informal Opinions 5 years Administrative and legal value ends
2. Formal Opinions Permanent Continuing legal value
N. Maps, Current and Outdated
(road, street, zoning, park, flood
plain, topography, utilities, etc.)
Permanent Continuing administrative and
historical value
O. Minutes of Boards and
Commissions
Permanent Continuing administrative and
historical value
P. Notices Sent to Citizens to
Comply with Ordinances (including
nuisance abatement notices)
5 years after disposition Administrative and legal value ends
Q. Petitions from Citizens 5 years after issue closed; appraise
significant issues for permanent
retention
Administrative and legal value
ends; possible historical value
R. Promotional Materials
1. City Newsletters Permanent Continuing historical value
2. Advertising Contracts 5 years Administrative and legal value ends
3. Press Releases 5 years Administrative value ends
4. Pamphlets, Brochures Appraise for permanent retention Possible historical value
5. Resident Satisfaction Surveys Permanent Continuing historical value
6. Channel 12 digital recordings,
meetings and programs
5 years Administrative value ends
7. Channel 12 video, meetings 5 years Administrative value ends
S. Photos, Scrapbooks Appraise for permanent retention Possible historical value
T. Reports from Departments
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
U. Studies, Surveys
1. From an Outside Source As long as administratively useful Administrative value ends
2. Pertaining Directly to City Appraise for permanent retention Possible historical value
27
Record Title Retention Period Reason
V. Election Records
1. Precinct Maps, Current and
Outdated
Permanent Continuing historical value
2. City Elections
a. Election Petitions Permanent Continuing historical value
b. Abstracts Permanent Continuing historical value
VI. Police and Fire Retirement Records
A. Minutes of the Board Permanent Continuing administrative, legal,
and historical value
B. Reports
1. Actuary 5 years Fiscal value ends
2. Investment 5 years Fiscal value ends
3. Fund 5 years Fiscal value ends
C. Case File
(actions, appeals, decisions)
Permanent Continuing administrative, legal,
and historical value
VII. Finance/Purchasing Records
A. Leases
1. Agreements and Related
Documents Acted on by Council
Upon expiration, 5-year minimum Administrative value ends
2. Agreements not Requiring Council
Action
5 years after expiration, 5-year
minimum
Administrative value ends
B. Purchase Orders
1. Purchase Orders 10 years after order date or life of
purchase
Administrative value ends
2. Change Orders 10 years after order date Administrative value ends
C. Procurement Cards
1. Agreement with card provider Permanent or 10 years after
termination of contract
Administrative value ends
2. Cardholder Application and
agreement forms
5 years after account closed Administrative value ends
3. Account change/maintenance
requests
5 years after account closed Administrative value ends
4. Document relating to policy
violations
Permanent Administrative value ends
D. Purchase Requisitions
1. Requisitions for purchase orders
(electronic format)
10 years after requisition date Administrative value ends
E. Miscellaneous
1. Parking ticket processing
information
5 years Administrative value ends
2. Water/Sewer Contract
reconciliation
5 years Administrative value ends
3. Customer Master file While customer is active; 5 years for
inactive customers, 10 years if write
off balance
Administrative value ends
4. Customer charge/credit history Customer credit/charge history,
customer deposits and refund records
(electronic)
Administrative value ends
28
Record Title Retention Period Reason
C. Bids, Quotes and Proposals
1. Official Copy, Bid/Proposal RFP 10 years after completion of contract Administrative value ends
2. Copies of Bids Received and
Related Documents for Public
Improvement Projects and Acted
on by Council
10 years from issuance of documents:
some bids, quotes & proposal may be
retained permanently
Administrative value ends; continuing
administrative value
3. Copies of Bids Received and
Related Documents for Fleet
Equipment Acted on by Council
10 years from issuance of documents Administrative value ends
4. Copies of Bids Received and
Related Documents for Other
Equipment and Service Projects
Acted on by Council
10 years after completion of contract;
unaccepted bids: 1 year after
acceptance of winning bid
Administrative value ends
5. Originals of Bids, Quotes and
Proposals Received for Contracts
Not Awarded by Council
10 years from issuance of documents Administrative, grant and warranty
issues are active until equipment is
taken out of service
D. Printing Charges 5 years Administrative value ends
E. Central Stores
1. Stocks of Material Safety Data
Sheets for Distribution
30 years after last use Administrative value ends
2. Issue Slips After audit completion or at least 5
years
Administrative value ends
F. Materials Inventory Records
1. Issue Records 5 years Administrative value ends
2. Receipt Records 5 years Administrative value ends
3. Catalogued Inventory Physical
Count Records
After audit completion or at least 2
years
Administrative value ends
4. Catalogued Inventory Year-End
Exception/Adjustment Record
After audit completion or at least 2
years
Administrative value ends
5. Cataloged Inventory Adjustment
Record
After audit completion or at least 2
years
Administrative value ends
6. Non-catalogued Inventory
Physical Count Record
After audit completion or at least 2
years
Administrative value ends
7. Year-end Materials Inventory
Summary
After audit completion or at least 5
years
Administrative value ends
G. Interdepartmental Charges
1. Fax Charges After audit completion Administrative value ends
2. City Hall Copier Readings After audit completion Administrative value ends
3. Mail: Postage used reports,
charges, UPS Pickup records
After audit completion Administrative value ends
29
Record Title Retention Period Reason
I. Revenue
A. Notice of Property Tax
Allocation from County
5 years Fiscal value ends
B. Notice of Liquor Tax Allocation
from State
5 years Fiscal value ends
C. Property Tax Assessment Books Permanent Continuing historical value
D. Federal Revenue Sharing
Records
5 years Fiscal value ends
E. Investments
(Notice of interest earned or reports
of growth, dividends, purchase,
sales, etc.)
5 years Fiscal value ends
F. Parking Revenue
1. Income from Meters and Lots
(daily receipts, monthly
summaries, ledgers, deposit slips)
5 years Fiscal value ends
2. Income from Violations
(ticket copies, logs, daily receipts,
monthly summaries, deposit slips)
5 years Fiscal value ends
G. Road Use Tax Funds
1. Application for Financial Aid
(Forms 230001, 230002,
agreement, invoices, payment
vouchers, certificate of audit)
5 years Fiscal value ends
2. Annual Street Finance Report 5 years Fiscal value ends
3. Street Construction Program
(Form RUT 1-A, 220001, 220002)
5 years Fiscal value ends
4. Aerial Street Maps Permanent Continuing historical value
H. Claims for Refunds of State
Sales Tax
5 years Fiscal value ends
I. Claims for Refunds of State Fuel
Tax
5 years Fiscal value ends
J. Special Assessments
1. Certified Mail Stubs from Notice
to Property Owners
5 years after final payment Fiscal and legal value ends
2. Assessment Title Searches 5 years Fiscal and legal value ends
3. Preliminary and Fiscal
Assessment Schedules
5 years after final payment Fiscal and legal value ends
4. Petition and Waiver
(agreements to special
assessments)
5 years after final payment Fiscal and legal value ends
5. Assessment Plats 5 years after final payment Fiscal and legal value ends
6. Certificate of Levy and Final
Assessment
5 years after final payment Fiscal and legal value ends
K. Bond Issues and Proceedings
1. Bond Certificates 5 years after final recall Fiscal value ends
2. Redeemed Coupons 5 years after final recall Fiscal value ends
30
Record Title Retention Period Reason
3. Bond Register Permanent Code of Iowa, 372.13(5). Also
continuing administrative, legal, and
historical value
4. Proceedings (notice and call of
public meeting, minutes and
certificate of meeting, certificate
of referendum, legal opinions)
Code of Iowa, 372.13(5) and 76.10.
Also continuing administrative,
legal, and historical value
5. Remittance Advice Received with
Payments
5 years Fiscal value ends
L. Records of Federally Funded
Public Improvement Projects
(applications, contracts, accounting
and banking records, payroll,
EEO compliance records) Also see
Schedule 4, Public Works Records
5 years after final payment, if
audited
Fiscal value ends
II. Accounting
A. Source Documents
1. Accounts Payable
a. Requisitions 5 years Fiscal value ends
b. Purchase orders 5 years Fiscal value ends
c. Invoices, statements, bills 5 years Fiscal value ends
d. Claims presented to Council 5 years Fiscal value ends
e. Check/warrant copies or stubs 5 years Fiscal value ends
f. Vendor ledger cards 5 years Fiscal value ends
2. Accounts Receivable
a. Receipt copies or books 5 years Fiscal value ends
b. Daily cash receipt tabulation
(cash register tapes, tallies, etc.)
5 years Fiscal value ends
c. Invoices, statements, bills 5 years Fiscal value ends
B. Books of Original Entry
1. Receipt Journal 10 years Fiscal value ends
2. Disbursement Journal 10 years Fiscal value ends
3. General Journal 10 years Fiscal value ends
4. Appropriations Journal 10 years Fiscal value ends
C. Ledgers
1. General Ledger Permanent Continuing fiscal value
2. Subsidiary Revenue Ledger Cards 10 years Fiscal value ends
3. Subsidiary Appropriation/
Expenditure Cards
10 years Fiscal value ends
III. Banking
A. Checking Account Statements 5 years Fiscal value ends
B. Check/Warrant Register
(same as Disbursement Journal,
above)
10 years Fiscal value ends
C. Canceled Checks/Warrants 5 years Fiscal value ends
D. Savings Account Statements 5 years Fiscal value ends
E. Reconciliation Worksheets 5 years Fiscal value ends
31
Record Title Retention Period Reason
IV. Financial Reports
A. Annual Comprehensive
Financial Report (ACFR)
Permanent Continuing fiscal value
B. Treasurer’s/Clerk’s Report 5 years Fiscal value ends
C. Sales Tax and Use Tax Reports 5 years Statute of limitations on audit
D. Grant Reports 5 years after audit; 7 years if not
audited; grant terms if not stated
therein
Fiscal value ends
V. Audits Permanent Fiscal value ends
VI. Budget
A. Appropriation Requests from
Departments
5 years Fiscal value ends
B. Annual Budget Forms 5 years Fiscal value ends
C. Final Budget and Certificate
Summary
2 copies permanent Continuing fiscal and historical
value
D. Budget Amendments 2 copies permanent Continuing fiscal and historical
value
32
Record Title Retention Period Reason
I. Payroll
A. Payroll Journal
(shows name, SSN, earnings,
deductions, net pay/period and
yearly totals)
60 years Fiscal value ends
(satisfies long-term need for
future salary and pension
inquiries)
B. Payroll Support Documents 5 years Fiscal value ends
C. Federal Reporting Forms
1. W-2, W-3, W-4 5 years Fiscal value ends
2. 941E Quarterly Report 5 years Fiscal value ends
3. Copy of Deposit Card 5 years Fiscal value ends
4. 1099, 1096 5 years Fiscal value ends
D. State Reporting Forms
1. Withholding Agents Reports 5 years Fiscal value ends
2. Job Service Report 5 years Fiscal value ends
3. Copy of Deposit Card 5 years Fiscal value ends
4. IPERS 5 years Fiscal value ends
5. MFPRSI 5 years Fiscal value ends
II. Payroll
A. Individual Employee File
1. Job Description and History Permanent Continuing historical value
2. Application and Resume 60 years Administrative value ends
(satisfies the long-term need for
future inquiries)
3. Civil Service Test, Scores,
Placement
60 years Administrative value ends
4. Evaluations, Discipline,
Demotion, Promotion, Awards
5 years after termination Administrative value ends
5. Continuing Education 5 years after termination Administrative value ends
6. Medical Information
(separate file)
5years after termination Administrative value ends
7. Resignations, Reasons for Leaving
Service Records
Permanent Administrative value ends
8. Claim for IPERS 60 years Administrative value ends
9. Unemployment Insurance Claims 5 years after filing of claim Fiscal value ends
10. Garnishments Through closure plus 1 year Fiscal value ends
11. Enrollment for Direct Deposit,
Insurance, Savings Bonds, Etc.
While current, 5 years minimum Administrative value ends
12. Deferred Compensation
beneficiary
1-2 years then scan permanent Continuing historical value
13. Vanguard Beneficiary forms 1-2 years then scan permanent Continuing historical value
14. Centralized I9 (separate) 3 years after hire date, or one year
after the date employment ends,
whichever is later.
Administrative value ends
15. Volunteer Records 2 years after separation from the
City
33
Record Title Retention Period Reason
B. Applications of Those Not Hired 5 years Administrative value ends
C. Civil Service Records
1. Minutes of the Board or
Commission
Permanent Continuing administrative and
historical value
2. Roster of Eligible Applicants 5 years Administrative value ends
3. Case Files
(actions, appeals, decisions)
10 years Legal value ends
D. Equal Employment Opportunity
1. EEO-4 Report 5 years Administrative value ends
2. Plans
a. City’s 5 years Administrative value ends
b. Potential contractors’ 5 years Administrative value ends
E. Health Insurance Payments,
Claims
5 years Administrative and fiscal value
ends
1. Employer’s Report 5 years Administrative and fiscal value ends
2. OSHA Report 5 years Administrative and fiscal value ends
3. Workers’ Compensation Reports 2 years from the date of occurrence
on which benefits are claimed or 3
years from the last payment of
weekly compensation benefits
Code of Iowa, 85.26; Legal value
ends
F. Union Records
1. Negotiations As long as administratively useful;
then appraise for permanent
retention
Administrative value ends; possible
historical value
2. Contracts 1-3 years or length of contract, then
scan
Continuing administrative and
historical value
3. Correspondence 1 year Administrative value ends
4. Fact Finding and Arbitration
Cases
5 years minimum then appraise for
permanent retention
Administrative value ends; possible
historical value
5. Case Files
(actions, appeals, decisions)
1-2 years then scan Legal value ends; possible historical
value
6. Grievances CONFIDENTIAL 1-2 years then scan Continuing historical value
7. Negotiations CONFIDENTIAL 1 year, then scan Continuing historical value
G. Public Service (PSE) Contracts,
Claims, Etc.
5 years Administrative and fiscal value
ends
H. Miscellaneous
1. Classification Studies 5 years Administrative value ends; appraise
for possible historical value
2. Compensation Surveys 5 years Administrative value ends; appraise
for possible historical value
3. Administrative Studies 5 years Administrative value ends; appraise
for possible historical value
4. Vanguard beneficiary forms 1-2 years then scan permanent Continuing historical value
5. Job Specifications Permanent Continuing historical value
6. Personnel Policies, Pay Plans, etc. Permanent Continuing historical value
7. Internal Investigations 10 years Administrative and legal value
ends; appraise for possible historical
value
34
Record Title Retention Period Reason
I. General Records Common to Engineering and Planning & Zoning Departments
A. Annexation Files Permanent Continuing administrative and
historical value
B. Maps, Current and Outdated
(road, street, zoning, park, flood
plain, topography, utilities, etc.)
Permanent Continuing administrative and
historical value
C. Plats (subdivision, annexation,
assessors, legal descriptions, plat
books)
Permanent Continuing administrative and
historical value
D. Studies or Surveys
1. From Outside Source As long as administratively useful Administrative value ends
2. Pertaining to City Appraise for permanent retention Possible historical value
E. Subdivision Files Permanent Continuing administrative and
historical value
II. Engineering Records
A. Blueprints or Plans of City
-Owned Structures
Permanent Continuing administrative and
historical value
B. Bridge Records (inspection and
maintenance)
Life of structure Administrative value ends
C. Capital Improvement Projects
1. Authorization Phase 5 years Administrative value ends
a. Minutes of Hearing, Clerk’s
Certificate, Resolutions
Permanent (part of minute and
resolution books)
Continuing legal and historical
value
b. Specifications Permanent Continuing administrative and
historical value
c. Notice of Hearing and Letting
(proof of posting documents,
instructions to bidders, bid, bid
bond, performance bond,
certificate of insurance)
5 years after project completed, if
audited
Fiscal and legal value ends
d. Contract Life of structure Administrative and legal value ends
2. Financing Phase See Schedule 2, Financing Records
a. Special Assessments, Bond Issues, State or Federal Grants
3. Pre-Construction Phase
a. Appraisals 5 years after project completed; if
project not initiated, retain as
administratively useful
Administrative and fiscal value ends
b. Environmental Impact Surveys Appraise for permanent retention Administrative value ends
c. Historical Surveys of Buildings Appraise for permanent retention Possible historical value
d. Relocation Files 5 years after final payment Administrative and fiscal value ends
e. Condemnation Files Permanent Continuing legal and historical
value
f. Demolition Files Permanent Continuing legal and historical
value
4. Construction Phase
a. Work Orders 5 years after project completed, if
audited
Administrative and fiscal value ends
35
Record Title Retention Period Reason
b. Daily Diaries 5 years after project completed, if
audited
Administrative and fiscal value ends
c. Payroll Records 5 years after project completed, if
audited
Administrative and fiscal value ends
d. Change Orders 5 years after project completed, if
audited
Administrative and fiscal value ends
e. Cement or Other Purchases 5 years after project completed, if
audited
Administrative and fiscal value ends
f. Inspections, Testing 5 years after project completed, if
audited
Administrative and fiscal value ends
g. Progress Reports 5 years after project completed if
audited
Administrative and fiscal value ends
h. Pay Requests 5 years after project completed, if
audited
Administrative and fiscal value ends
i. Blueprints, Tracings Permanent Administrative and fiscal value ends
j. Certificate of Completion and
Acceptance
Permanent Administrative and fiscal value ends
D. Deeds, Easements or Right of
Way Agreements
Permanent Continuing legal and historical
value
E. Land Survey Results
1. Field Notes Permanent Continuing administrative and
historical value
2. Benchmark Books Permanent Continuing administrative and
historical value
F. Photos, Aerials As long as administratively
useful; appraise for permanent
retention
Administrative value ends;
possible historical value
G. Profile and Grade Books Permanent Continuing administrative and
historical value
H. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
III. Planning & Zoning Records
C. General Planning
(comprehensive plan, land use, open
space, recreation, capital
improvements, regional,
transportation, etc.)
As long as administratively
useful; appraise for permanent
retention
Administrative value ends;
possible historical value
D. Minutes of the Board or
Commission
Permanent Continuing administrative and
historical value
E. Rosters of Previous Board or
Commission Members
Permanent Continuing historical value
F. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
IV. Building Inspection Records
A. Building/Site Plans
1. Residential 5 years Administrative value ends
36
Record Title Retention Period Reason
2. Commercial Life of structure Long-term administrative value
3. Rental 5 years Administrative value ends
B. Case Files, Board of Adjustment 10 years after disposition Administrative and legal value
ends
C. Inspection Records
1. Card or Address File 5 years Administrative value ends
2. Reports 5 years Administrative value ends
3. Log Books Permanent Continuing administrative and legal
value
D. License Records (electricians,
plumbers, mechanical)
60 years Long-term administrative and
legal value
E. Floodplain applications &
elevation certificate
Permanent Continuing administrative and
historical value
F. Minutes of the Board of
Adjustment
Permanent Continuing administrative and
historical value
G. Permits (or application,
whichever has most info; building,
plumbing, heating, A/C, electrical,
sewer, excavation, demolition,
occupancy, street, sidewalk)
Permanent Continuing administrative value
H. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
V. Maintenance of Streets and Grounds
A. Complaints 5 years after disposition Administrative value ends
B. Daily Diaries or Logs
(appointment calendars, telephone
or radio logs, task lists, etc.)
5 years Administrative value ends
C. Equipment
1. Inventories While current Administrative value ends
2. Maintenance Life of equipment Administrative value ends
3. Cost of Operation Summaries 5 years Administrative and fiscal value ends
D. Purchasing See Schedule 2, Financial Records
(Accounts Payable)
1. Fuel Consumption Records 5 years Fiscal value ends
2. Fuel, Gravel, Sand, Hauling, etc. 5 years Fiscal value ends
E. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
F. Work Orders 5 years Administrative value ends
G. Garbage Truck Inspections 10 years Administrative value ends
H. Reserved Parking contracts &
meter hood rentals
5 years Administrative value ends
VI. GIS Records
A. Aerial Photography Permanent Continuing historical value
B. Annexation maps Permanent Continuing historical value
C. As-built and record drawings of Permanent Continuing historical value
37
Record Title Retention Period Reason
City buildings
D. Benchmark books Permanent Continuing historical value
E. Plat books Permanent Continuing historical value
F. Plats of City-owned property Permanent Continuing historical value
G. Survey Notes Permanent Continuing historical value
H. Topography maps and datasets Permanent Continuing administrative and
historical values
I. Utility location datasets and
hardcopy maps
Permanent Continuing administrative and
historical values
J. Utility strip maps Permanent Continuing historical value
VII. Operations/Traffic Records (installation/inspection & maintenance databases)
A. Duty Call database Permanent Continuing historical value
B. Hydrant flow stats Permanent Continuing historical value
C. Sanitary Sewer inspection
database
Permanent Continuing historical value
D. Signs, signals & parking meters –
installation & maintenance
Permanent Continuing historical value
E. Snowstorm activity database Permanent Continuing historical value
F. Storm sewers, outpipes &
retention ponds
Permanent Continuing historical value
G. Water/sewer (WSI) database,
water/sewer books
Permanent Continuing historical value
VIII. Resource Recovery System Records
A. Certifications/Compliance
1. Hazardous Waste Operator
Training Certificates
Duration of Operator’s employment Administrative value ends
2. Materials Safety data sheets 30 years after last use Administrative value ends
3. OSHA Training Permanent Continuing historical value
B. Facilities/Maintenance Equipment
1. Drawing, schematics,
plans/diagrams of plant and
system
Permanent Continuing historical value
2. Equipment & test reports,
contracted improvements,
maintenance projects & history
(Antero) manufacturing data and
recommendations, vendor
correspondence
Permanent Continuing historical value
3. Equipment manuals and operation
instructions
Life of equipment plus 5 years Administrative value ends
4. Major equipment repair, efficiency
reports, quotations, records
Life of equipment plus 5 years Administrative value ends
C. State/Federal Agency/Authority
1. IDNR Permit Permanent Continuing historical value
2. Landfill inspection reports Permanent Continuing historical value
3. Plant inspection reports Permanent Continuing historical value
4. State of Iowa Department of
Agriculture & Land Stewardship
5 years after expiration Administrative value ends
38
Record Title Retention Period Reason
Scale License (renewed yearly)
39
Record Title Retention Period Reason
A. Blueprints of Commercial
Buildings
As long as administratively useful Administrative value ends
B. Daily Diaries or Logs
(appointment calendars, activity,
radio, phone)
5 years Administrative value ends
C. Equipment Records
1. Inventories 5 years Administrative value ends
2. Maintenance and Testing 5 years Administrative value ends
D. Inspection Records
1. Card File or Logbook with
Results, Violations, Corrections
Life of structure Administrative and legal value ends
2. Inspector Books, Copies of
Inspection Certificates
5 years Administrative value ends
3. Hotel/Motel Inspection reports &
state licenses
5 Years Administrative value ends
4. Food Establishment files, vending
machine inspections/licenses
5 years
E. Iowa Incident Reports Permanent Continuing administrative and
historical value
F. Investigation Files
1. Arson Permanent Continuing administrative and legal
value
2. Fire Deaths Permanent Continuing administrative and legal
value
G. Logbook of Fires Permanent Continuing administrative and
historical value
H. Maps of Area Served As long as administratively useful Administrative value ends
I. Miscellaneous Vehicle Run
Reports
5 years Administrative value ends
J. Roll Call or Minute Books Permanent Continuing historical value
K. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
L. Rural Township Contracts 5 years after expiration Administrative and legal value
ends
M. Photos, Scrapbooks, Videos
Department History
Permanent Continuing historical value
N. State Fire Marshal’s Statistics As long as administratively useful Administrative value ends
40
Record Title Retention Period Reason
A. General
1. Contracts, Agreements
(concessions, services, equipment,
personnel, facility use, projects)
10 years after expiration Administrative and legal value ends
2. Minutes of the Board or
Commission
Permanent Continuing administrative and
historical value
3. Facilities, Buildings, Other
Structures
Life of building or until sold Administrative value ends
4. Equipment
(inventories, maintenance)
Until equipment retired Administrative value ends
5. Facilities, park maintenance,
pesticide applicator licenses
5 years minimum Administrative value ends
6. Chemical Application Permanent Continuing administrative and
historical value
B. Miscellaneous Records
1. Program Files
(class lists, rosters, scorebooks,
permission slips)
5 years Administrative value ends
2. Reservation Records
(shelter houses, facilities, building
spaces, etc.)
5 years Administrative value ends
3. State Sales Tax Return 5 years Fiscal value ends
4. Promotional Materials 5 years; appraise for permanent
retention
Possible historical value
5. Photos, Park History Permanent Continuing historical value
6. Mosquito Control Program 5 years Administrative value ends
7. Block Party Trailer Reservations
(program development,
applications, correspondence)
5 years Administrative value ends
C. Swimming Pools, Golf Courses, and Other Enterprises that Charge Admission
1. Daily Cash Receipts, Cash
Register Tapes, Deposit Slips
5 years Fiscal value ends
2. Record of Season Ticket Sales 5 years Fiscal value ends
3. User Statistics 5 years Administrative value ends
4. Department of Public Health
Water Quality Tests
5 years Administrative value ends
5. Material Safety Data Sheets
(MSDS)
30 years after last use OSHA requirement; administrative
value ends
D. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
41
Record Title Retention Period Reason
A. Contracts or Leases 10 years after expiration Administrative and legal value ends
B. Correspondence with Regulatory
Agencies, FAA or Iowa DOT
(inspections, certification,
correction of violations, etc.)
As long as administratively useful
or until issue resolved; appraise
for permanent retention
Administrative value ends; possible
historical value
C. Facilities
1. Land See Schedule 1, Administrative and
Legal Records, Title Documents
2. Buildings, Runways, Other
Structures
See Schedule 1, Administrative and
Legal Records, Title Documents
3. Equipment
(inventories, maintenance)
See Schedule 1, Administrative and
Legal Records, Title Documents
D. Master Plans
(5-10 year projections)
Until superseded; appraise for
permanent retention
Administrative value ends; possible
historical value
E. Minutes of the Board or
Commission
Permanent Continuing administrative and
historical value
F. Reports to City Council
1. Monthly 5 years Administrative value ends
2. Annual Permanent Continuing historical value
42
Record Title Retention Period Reason
A. Contracts for Service with
Other Entities
10 years after expiration Administrative value ends
B. Minutes of the Board or
Commission
Permanent Continuing administrative and
historical value
C. Purchasing See Schedule 2, Financial Records,
Accounts Payable
D. Annual Report Permanent Continuing historical value
E. Reports to State Library
Commission
Permanent Continuing historical value
F. Log of Public Information
Requests and Responses
5 years Administrative value ends
G. Customers’ Accounts
CONFIDENTIAL
Indefinitely - purged after three
years of patron inactivity
Administrative value ends
H. Ames Library Association
minutes, records &
correspondence
Permanent Continuing historical value
I. Space needs studies, building
expansion proposals, building
programs
Permanent Continuing historical value
J. Grants 5 years after completion or grant
terms
Legal and administrative value
K. Bequests Life of donated item or 5 years after
funds have been spent
Administrative value ends
43
Record Title Retention Period Reason
A. Planning
1. Site Development Plan Permanent Continuing administrative and
historical value
2. Administrative/Zoning Permits Permanent; life of improvement Legal and historical value
3. Subdivision Files & Plans 10 years after last final plat approval Administrative value ends
4. PUD, P-C, P-1 Plans Permanent Continuing administrative and
historical value
5. Comprehensive Plan Amendments 5 years Administrative value ends; possible
historical value
6. Neighborhood Planning (sub- area
plans, neighborhood liaison
activities)
5 years minimum Administrative value ends; possible
historical value
7. Historic Preservation Files Permanent Continuing administrative and
historical value
8. Manufactured Home Park Plans Permanent Continuing administrative and
historical value
9. Urban Revitalization Files 5 years from end date Continuing administrative and
historical value
10. Master Plans/Rezonings/Major
Site Plans
Permanent Continuing administrative and
historical value
11. Plat of Survey & sketch plan files 5 years Continuing administrative value
12. Downtown/Campustown Grant
Files
5 years minimum; appraise for
permanent retention
Continuing administrative and
historical value
13. Flood Plain files Permanent Continuing administrative and
historical value
B. Planning & Zoning Records/Case Files
1. Zoning Variance Exceptions,
Requests and Decisions
10 years after settlement Administrative and legal value ends
2. Non-Compliance Violations 10 years after settlement Administrative and legal value ends
3. Decision and Orders Permanent Continuing administrative, historical
and legal value
4. Special Use Permanent Continuing administrative, historical
and legal value
C. Affordable Housing
1. Home Buyer Files
(applications, HUD settlement
statements, purchase agreements,
racial/ ethnic documentation,
rehabilitation contracts, and
documentation)
7-30 years or until the property is
sold
Administrative value ends
2. Grant Program Files (quarterly
reports, monthly reports, close-
out documents for audits)
5-year minimum after program
completion and audit
Administrative value ends
3. Annual Permanent Continuing historical value
D. Rental Affordability Programs
1. Assisted client folders 5 years after terminating from
program
Administrative value ends
2. Withdrawn applicant and
participant files
5 years from withdrawn date Administrative value ends
44
Record Title Retention Period Reason
3. Program administrative files –
CDBG/HOME/CARES files
withdrawn applicants &
participation files
5 years Administrative value ends
E. Community Development
1. CDBG/HOME/CARES Grant See Capital Improvement Projects in
this schedule
2. Applications, Correspondence,
Records of Ineligibility,
Determination, Tenant Files
5 years after case closed Administrative value ends(Federal
Register, Guide to Record Retention
suggest 3 year retention)
45
Record Title Retention Period Reason
A. Permits
1. Noise Permits 5 years Administrative value ends
2. Keg Permits 5 years Administrative value ends
B. Personnel
1. Staff Meeting Minutes and Index Permanent Continuing administrative value
2. Personnel Records
(discipline, demotion, promotion,
awards)
60 years Fiscal value ends (satisfies the long-
term need for future salary and
pension inquiries)
3. Personnel Training Records 5 years after termination of
employment
Administrative value ends
4. Significant Exposure and
Insignificant Exposure Reports
Permanent Continuing administrative value
5. Internal Affairs Investigations Permanent Continuing administrative value
6. Grievances/Responses Permanent Continuing administrative value
7. Outside-event Overtime Requests,
Assignments, Billings
5 years Administrative value ends
8. Policies and Procedures Manuals
and Updates
Permanent Continuing historical value
9. Detective Division Policies and
Procedures Manual and Updates
Permanent Continuing historical value
10. Field Training Officers Manual
and Updates
Permanent Continuing historical value
11. Dispatchers Policies and
Procedures Manual and Updates
Permanent Continuing historical value
12. Liability Release Forms Permanent Continuing historical and legal value
C. Records and Reports
1. Studies/Surveys 5-year minimum, as long as
administratively useful
Administrative value ends
2. Arrest Book Permanent Continuing administrative value
3. Trip Cards 7 years Administrative value ends
4. State of Iowa Grant Reports 5-year minimum, depending on grant
requirements
Administrative value ends
5. Federal Government Grant
Reports
5-year minimum, depending on grant
requirements
Administrative value ends
6. Investigation Reports Permanent Continuing historical value
7. Accident Reports Permanent Continuing historical value
8. Pawn Records 7 years Administrative value ends
9. Arrest Records Permanent (hard copy) Continuing historical value
10. Video Recordings – Body Worn
Camera/Interview digital other
120-day retention Administrative value ends
11. Video Recordings – Interview
digital Class A Felony
Permanent Administrative value ends
D. Accounting and Payroll
1. Department Employee Time
Records
5 years Administrative value ends
2. Department Accounting and
Payroll Records
5 years Administrative value ends
46
Record Title Retention Period Reason
I. Animal Control
A. Administrative Documents
1. Animal Welfare Inspection (IA
Dept of Agriculture)
Permanent 2011 to Present Continuing legal value
2. Animal Welfare License (IA Dept
of Agriculture)
Permanent 2002 to present Continuing legal value
3. Controlled Substance Registration
(IA Board of Pharmacy)
Permanent 2011 to Present Continuing legal value
4. Controlled Substance Certificate
(US Dept of Justice)
Permanent 2009 to present Continuing legal value
5. OSHA MSDS Sheets 30 years Continuing legal value
B. Animals
1. Euthanasia Records Permanent Continuing legal and administrative
value
C. Finance
1. Chameleon Database Receipts 5 years Continuing legal and administrative
value
D. General
1. Animal Control Officers Daily
Activity Reports
5 years Administrative value ends
47
Record Title Retention Period Reason
1. Annexation Maps Permanent Continuing administrative and
historical value
2. Plats of City-Owned Property
and Easements Granted to the
City
Permanent Continuing administrative and
historical value
3. Topography, Flood Plain Maps,
FEMA
Permanent Continuing administrative and
historical value
4. Utility Location Maps and Plats Permanent Continuing administrative and
historical value
5. As-Built and Drawings of City
Buildings, Streets, and
Supporting Infrastructure
Permanent Continuing administrative and
historical value
6. Capital Improvement Project
Specifications
Maintaining for the life of the bond
or loan if the project was funded, or
for 5 years after project completion
if it was not funded by a loan or
bond
Administrative and fiscal value ends
7. Capital Improvement Project
Files
Maintaining for the life of the bond
or loan if the project was funded, or
for 5 years after project completion
if it was not funded by a loan or
bond
Administrative and fiscal value ends
8. Survey Notes Permanent Continuing administrative and
historical value
9. Benchmark Books Permanent Continuing administrative and
historical value
10. Material Safety Data Sheets 30 years after the last usage OSHA requirement; administrative
value ends
11. Nuclear Density Gauge Logs Permanent Permit requirement
12. Studies/Surveys 5 years Possible historical value; appraise for
permanent retention
13. Complaints 5 years after settlement Administrative value ends
14. Daily Diaries or Logs
(appointment calendar, activity,
radio, phone)
5 years Administrative value ends
15. Correspondence with
Regulatory Agencies
(inspections, certification,
correction of violations)
5 years/permanent if correspondence
serves as certification or evidence of
correction of violations
Administrative value ends; appraise
for possible historical value
16. Master Plans
(5-10 year projections)
Permanent Continuing historical value
48
Record Title Retention Period Reason
A. Equipment and Maintenance
1. Inventories While current Administrative value ends
2. Leases Life of equipment plus 3 years Fiscal value ends
3. Fuel Consumption (gas/diesel) 5 years Continuing fiscal value
4. MSDS Sheets 30 years after last usage OSHA regulations
5. Underground Tanks, Registration
and Insurance
Permanent Continuing administrative and fiscal
value
6. Vehicle title/licensing While current Continuing fiscal value
7. Bus maintenance history Life of equipment plus 5 years Historical value
8. Title VI Policy Permanent Continuing administrative and
historical value
9. Triennial review Permanent Continuing administrative and
historical value
10. Building inspection reports 3 years after Triennial review Federal guidelines
11. Maintenance task cards 5 years Administrative value
12. Procurement records 3 years, triennial review Administrative, federal requirement
B. Maps/Passenger
1. Time Schedules and Route Maps 5 years/ minimum Continuing administrative and
historical value
2. Passenger transportation plan 5 years Continuing administrative and
historical value
C. Promotional Materials
(pamphlets, brochures)
Permanent Continuing administrative and
historical value
D. Financial Records and Reports
1. Quarterly Reports 5-year minimum Administrative value ends
2. Fuel Tax Reports/Requests for fuel
tax refund/claims for refunds for
fuel tax
5-year minimum Fiscal value ends
3. DBE/WBE Report 5-year minimum Administrative value ends
4. Operating Grants Life of structure, not less than 5
years
Fiscal value ends
5. Odometer Readings 1 year, minimum Administrative value ends
6. Time Sheets 1 years Fiscal value ends
7. Material Safety Data Sheets 30 years after the last usage OSHA requirement; administrative
value ends
8. Claims for Refunds of State Fuel
Tax
5 years Fiscal value ends
9. Green slips 5 years Fiscal value ends
10. Pass sales register 5 years Fiscal value ends
11. Payroll documents 5 years Fiscal value ends
E. Transit Board
1. Agendas 5 years Continuing administrative and
historical value
2. Board packets Permanent Continuing administrative and
historical value
49
Record Title Retention Period Reason
F. Administrative
1. Asset disposal 5 years Fiscal/administrative value ends
2. Complaints 5 years after resolution Administrative value ends
3. Dispatch log journal 5 years Administrative value ends
4. Driving Records/State of IA
Driving Records
1 year, if new record since
employment, duration of employment,
plus 2 years
Administrative value ends
5. Education & Training Records Duration of employment, plus 2 years Administrative value ends, federal and
state requirements
6. Flow sheet 5 years Continuing administrative/historical
value
7. Information/collision reports 5 years Administrative value ends
8. Medical files
9. CONFIDENTIAL
Duration of employment, plus 2 years Administrative value ends
10. Planning studies Permanent Continuing historical value
11. Press releases 5 years Administrative value ends
12. Previous Employer Records Duration of employment, plus 2 years Administrative value ends, federal and
state requirements
13. Proceedings (notices and call of
public meetings)
5 years Administrative value ends
14. Promotional materials (pamphlets,
brochures)
5 years, minimum Continuing administrative & historical
value
15. Quarterly Reports 5 years, minimum Administrative value ends
16. Seniority lists 5 years, minimum Continuing historical value
17. Tally sheets 5 years, minimum Fiscal value ends
18. Video Recordings (personal injury
or property damage) downloaded
2 years, minimum Administrative value ends
19. Work study Current Fiscal value ends
20. Year-end reports (Financials,
NTD, FTA)
Permanent Fiscal/Administrative, historical value,
federal, state requirements
G. Agency Safety Plan
1. CyRide’s Agency Safety Plan
(ASP)
3 years Federal requirements
2. Authorizing Resolution ASP 3 years Federal requirements
3. Safety Committee Signature
Forms
3 years Federal requirements
4. Safety Performance Target
Submissions
3 years Federal requirements
5. Chief Safety Officer (CSO)
Training/certifications
3 years Federal requirements
6. Dial-A-Ride Contractor’s ASP 3 years Federal requirements
7. Safety Management Systems
(SMS)
3 years Federal requirements
8. Employee Safety Reporting
Program (ESRP) Forms
3 years Federal requirements
9. SMS Safety Register
(confidential)
3 years Federal requirements
10. SMS Quarterly Safety Reports 3 years Federal requirements
11. SMS Annual Process Reviews 3 years Federal requirements
50
Record Title Retention Period Reason
12. Manuals (Drivers/Dispatch/Lane
Worker)
3 years Federal requirements
13. Accident Register 3 years Federal requirements
14. Collision Reports 3 years Federal requirements
15. Information Reports 3 years Federal requirements
16. Check Ride Reports 3 years Federal requirements
17. Safety Event Investigation Guide 3 years Federal requirements
18. OSHA 300/301 Logs 3 years Federal requirements
19. Training sign-in Sheets 3 years Federal requirements
20. Signals newsletters 3 years Federal requirements
H. Federal/State
1. Building drawings Permanent Continuing administrative value
2. Building projects 5 years after completion of
project/drawings permanent
Administrative & fiscal value
ends/continuing administrative value
3. Dial-A-Ride Statistics 5 years Administrative value ends
4. Disadvantage business enterprise
and women-owned business
enterprise
5 years, minimum Administrative & historical values end
(Transit Mgr’s handbook)
5. Drug & Alcohol
• Drug test results - negative
• Alcohol test results – less than
0.2
• Alcohol test results – greater
than 0.2
• Refusal to test
• Verified Positive drug test
results
CONFIDENTIAL
5 years Administrative value ends, federal and
state requirements
6. Drug & Alcohol
• Annual MIS reports
• Records related to Alcohol &
Drug collection process
5 years Administrative value ends, federal and
state requirements
7. Equal Employment Opportunities
documents
Permanent Continuing administrative & historical
values, federal requirements
8. Federal/State grants Permanent Continuing administrative & historical
values, federal requirements
9. Iowa DOT CDL 3 years Administrative value ends
10. Operating Grants Life of structure, not less than 5 years Fiscal value ends
11. Passenger transportation plan 5 years Continuing administrative value
12. Title VI policy Permanent Continuing administrative & historical
values, federal requirements
13. Triennial review Permanent Continuing administrative & historical
values, federal requirements
51
Record Title Retention Period Reason
I. Electric Administration, Engineering and Plant Controls
A. State and Federal Reports
1. EIA 412 – Annual Report of Public
Electric Utilities
5 years Administrative value ends; appraise
for possible historical value
2. EIA 767 – Steam-Electric Plant
Operation and Design Report
5 years Administrative value ends; appraise
for possible historical value
3. EIA 860 – Annual Electric Generator
Report
5 years Administrative value ends; appraise
for possible historical value
4. EIA 861 – Annual Electric Power
Report
5 years Administrative value ends; appraise
for possible historical value
5. EIA 923- Power Plant operations
report
5 years Administrative value ends; appraise
for possible historical value
6. FERC 715 Region transmission study
– submitted to MAPP RTC
5 years Administrative value ends; appraise
for possible historical value
7. Iowa Department of Revenue (IDOR)
Annual Report of Transmission Lines
and Equipment
5 years Administrative value ends; appraise
for possible historical value
8. IDR replacement tax form A & C,
assessed value, transfer replacement
taxes
10 years Administrative value ends; appraise
for possible historical value
9. Form ME-1 – Iowa Utilities Board
(IUB) Annual Report
5 years Administrative value ends; appraise
for possible historical value
B. Utility Statistics
1. AMES & ISU hourly loads.xls 10 years Administrative value ends
2. AMES load & capability.xls 10 years Administrative value ends
3. AMES NSL & ISU net imports.xls 10 years Administrative value ends
4. Cool City energy.xls 5 years Administrative value ends
5. ERA.xls 15 years Administrative value ends
6. ICAP Municipal Electric Utility
Supplement (data request)
5 years Administrative value ends
7. Transmission facility cost sharing.xls 5 years Administrative value ends
C. WIND - RECS
1. Green e Attestation 3 years Administrative value ends
2. MRETS 5 years Administrative value ends
3. REC electric 5 years Administrative value ends
D. Licenses & Permits
1. Iowa Dept of Public Health Materials
License
5 years Administrative value ends; appraise
for possible historical value
2. Continuous Emission Monitoring 5 years Administrative value ends; appraise
for possible historical value
3. Iowa DNR Permits 10 years Administrative value ends; appraise
for possible historical value
4. US EPA Permits 10 years Administrative value ends; appraise
for possible historical value
5. FCC Radios 5 years Administrative value ends; appraise
for possible historical value
E. Distribution System
1. 1. Electric Distribution Maps Permanent Continuing administrative value
52
Record Title Retention Period Reason
2. 2. Electric Switching Maps Permanent Continuing administrative value
3. Security Lights, Rental Agreements Life of agreement, not less than 5
years
Continuing administrative value
F. Miscellaneous
1. Iowa One Call Locates 7 years Legal value ends
2. Primary Switching Log and Tags Permanent Continuing legal and historical value
3. Siren Tests 7 years Administrative value ends
4. Job Orders (active) Until completed, not less than 5
years
Administrative and fiscal value ends
5. Job Orders (completed) Permanent Continuing historical value
6. Maps Permanent Continuing historical value
7. Tree Trimming Maps/Permit Cards 7 years Administrative, fiscal, and historical
value
8. Line Clearance requests 5 years Administrative and fiscal value ends
G. Inventory
1. Poles Permanent Continuing fiscal and historical value
2. Transformers Permanent Continuing fiscal and historical value
3. Job Issues Permanent Continuing fiscal and historical value
4. Material in Stock While current Administrative and fiscal value ends
5. Inventory Records 5 years Fiscal, historical, and legal value ends
H. Inspection/Maintenance Documents/Reports
1. OH Switch Maintenance 7 years Administrative value ends
2. PCB Test Reports Permanent Continuing historical and legal value
3. Cap Bank Maintenance/Inspection 5 years Administrative value ends
4. Tools As long as possessed, not less than 5
years
Administrative value ends
5. OH Line Inspection 5 years Historical and legal value ends
6. UG Line Inspection 5 years Historical and legal value ends
7. Infrared Inspection 5 years Historical and legal value ends
8. Equipment As long as possessed, not less than 5
years
Administrative value ends
9. High-Voltage Testing of Substation
Hot Sticks
Permanent Continuing legal value
10. Miscellaneous Building
Maintenance Records
Permanent Continuing historical value
I. Community Solar
1. SunSmart Solar.xls 20 years Continuing historical value
2. SunSmart – Ames Transfer Report 7 years Continuing historical value
3. SunSmart – ISU Billing Report 7 years Continuing historical value
4. SunSmart Production.xls 7 years Continuing historical value
J. Custom Billing
1. Amcor Billing.xls 7 years Continuing historical value
2. EV Charging Billing.xls 7 years Continuing historical value
3. EV Charging, CyRide Billing –
Ames Transfer Report
7 years Continuing historical value
4. Ames Transfer Report . MISO 7 years Continuing historical value
53
Record Title Retention Period Reason
K. MISO
1. MISO Coincidence Demand
Projection.xls
10 years Administrative value ends; appraise
for possible historical value
2. MISO PRA Deficit Payment.xls and
Supporting documents
5 years Administrative value ends; appraise
for possible historical value
L. Production Statistics
1. RDF Fuel Ratio.xls 5 years Administrative value ends; appraise for
possible historical value
M. Utility Statistics
1. Ames & ISU @ MEC Peaks.xls 5 years Administrative value ends; appraise for
possible historical value
2. Ash Accounting.xlsm 5 years Administrative value ends; appraise for
possible historical value
N. Inspections/Permits/Reports
1. Annual inspections files; Ground
Lines, IUC spot check, Grain Bin
Notice, Overhead Underground
10 years Administrative value ends
2. Permits
(Franchise, DOT, IUC, Railroad)
Permanent Administrative value ends
3. Annual Reliability Indices Report 5 years Administrative value ends
4. Transformer Loading Study Reports 1 year unless historical load peak Administrative value ends
II. Electric Administrative, Contracts, Planning, Pricing, and Reporting
A. Contracts – Energy
1. MEC Power Purchase & Sale
Agreement
3 years Administrative value ends; appraise
for possible historical value
2. Nextera contract 5 years Administrative value ends; appraise
for possible historical value
3. Subscription Software 3 years
4. PRT Contract 5 years Administrative value ends; appraise
for possible historical value
5. Gas Transport 3 years Administrative value ends; appraise
for possible historical value
6. Gas Supply 3 years Administrative value ends; appraise
for possible historical value
7. Gas Management 3 years Administrative value ends; appraise
for possible historical value
B. Contracts – Miscellaneous
1. Electric Admin. Building
Maintenance Agreements
2 years Administrative value ends; appraise
for possible historical value
2. IAMU – Mutual Aid Agreement 3 years Administrative value ends; appraise
for possible historical value
C. Contracts – Professional/Consulting Services Agreements
1. Consulting Services Agreements 3 years Administrative value ends; appraise
for possible historical value
D. Contracts – Transmission
1. CIPCO Interconnection Agmt 3 years Administrative value ends; appraise
for possible historical value
2. MEC Transmission Agmt 3 years Administrative value ends; appraise
for possible historical value
54
Record Title Retention Period Reason
3. MISO Transmission Agmt 3 years Administrative value ends; appraise
for possible historical value
4. ISU Agreement 5 years Administrative value ends; appraise
for possible historical value
E. Demand Side Management
1. Primetime Power Installer
Documentation
10 years Administrative value ends; appraise
for possible historical value
2. Smart Energy Forms 3 years Administrative value ends; appraise
for possible historical value
F. Energy Planning
1. ISU Schedule 5 years Administrative value ends
G. Energy Pricing
1. ERA reports & supporting
documents
5 years Administrative value ends
2. Energy pricing memos & supporting
documents
5 years Administrative value ends
3. Energy Pricing.xls 10 years Administrative value ends
4. Revenue projections.xls 5 years Administrative value ends
H. Environmental Reports – FED
1. CAIR annual compliance records/air
transport rule
10 years Administrative value ends
2. Chemical-terrorism vulnerability info 5 years Administrative value ends
3. EPA information collection request
(Effluent Guidelines)
5 years Administrative value ends
4. EPA information collection request
(HAP)
5 years Administrative value ends
5. Greenhouse Gas Reporting 10 years Administrative value ends
6. SPCC 5 years Administrative value ends
7. Tier II emission inventory 10 years Administrative value ends
8. Toxic release inventory 10 years Administrative value ends
9. Toxic Substance Control Act 10 years Administrative value ends
10. CCR Records Permanent Administrative value ends
11. Industrial Pretreatment Permit 3 years Administrative value ends
I. Environmental Reports – STATE
1. DNR – annual air emissions fee
payment
10 years Administrative value ends
2. DNR – annual air emissions
inventory
10 years Administrative value ends
3. DNR – annual compliance
certification reports
10 years Administrative value ends
4. DNR – ash system baghouse test Life of Plant Administrative value ends
5. DNR – Baseline boiler combustion
tests
10 years Administrative value ends
6. DNR – semi-annual monitoring
reports
10 years Administrative value ends
7. DNR – CEMS certification 5 years Administrative value ends
8. DNR – construction permits Life of Plant Continuing administrative value
9. DNR – NPDES permit Permanent Continuing administrative value
55
Record Title Retention Period Reason
10. DNR – NPDES reports 10 years Administrative value ends
11. DNR – NSR/PSD Life of Plant Continuing administrative value
12. DNR – Phase II acid Rain Life of Plant Continuing administrative value
13. DNR – Quarterly CEMS & Opacity
Report
10 years Administrative value ends
14. DNR – Rata Tests 5 years Administrative value ends
15. DNR – Stack tests, Unit 7 & 8 10 years Administrative value ends
16. DNR – Stack tests, Mercury 10 years Administrative value ends
17. DNR – Stack tests, GT2 10 years Administrative value ends
18. DNR – Stack tests, Unit 8
Construction Permit
10 years Administrative value ends
19. DNR – Title V Permits Permanent Continuing administrative value
J. Environmental MISC – Federal
1. COA-SEP Ash Site Assessment
(08/20/2012)
Permanent Continuing administrative value
2. Cross State Air Pollution Permanent Continuing administrative value
3. Mercury & Air Toxic Standards Permanent Continuing administrative value
4. Miscellaneous EPA Correspondence Permanent Continuing administrative value
K. Environmental MISC – State
1. Fuel Oil Spill-Dayton Ave Substation
(September 2010)
Permanent Continuing administrative value
2. Miscellaneous DNR Correspondence Permanent Continuing administrative value
3. N.O.V. Permanent Continuing administrative value
L. EUORAB
1. Meeting materials, recordings 5 years Administrative value ends
M. MEC
1. MEC data request & supporting
documents
5 years Administrative value ends
2. MEC operating guides 3 years Administrative value ends
N. MISCELLANEOUS
1. Miscellaneous inquires & submittals Permanent Continuing administrative value
2. Radiation Safety Program Records Permanent Continuing administrative value
O. MISO
1. MISO Annual Certification Form 3 years Administrative value ends
2. MISO GADS, GVTC report &
supporting documents
5 years Administrative value ends
3. MISO Organization of MISO States
Long Term Resource Adequacy
Survey
3 years Administrative value ends
4. MISO wind forecast 3 years Administrative value ends
P. NERC - MRO
1. MRO ERO Funding Allocation 5 years Administrative value ends
2. NERC membership form 5 years Administrative value ends
Q. Non-Disclosure
1. Agreements Until expiration Administrative value ends
56
Record Title Retention Period Reason
R. Power Plant Equipment
1. Device Books Equipment removed Administrative value ends
2. Drawings Equipment removed Administrative value ends
3. Instruction Manuals Equipment removed Administrative value ends
4. Power Plant equipment specifications Equipment removed Administrative value ends
S. Production Statistics
1. Fuel analysis.xls 10 years Administrative value ends
2. GADS events.xls 10 years Administrative value ends
3. GADS performance.xls 10 years Administrative value ends
4. GADS XEFORd.xls 5 years Administrative value ends
5. Laboratory analyses reports, bottom
ash
10 years Administrative value ends
6. Laboratory analyses reports, fly ash 10 years Administrative value ends
7. Laboratory analyses reports, fuel oil 10 years Administrative value ends
8. Laboratory analyses reports, RDF July 1994 & on Administrative value ends
9. Station generation.xls 10 years Administrative value ends
10. Unit heat rates & capabilities.xls 10 years Administrative value ends
11. Unit heat rates, operational.xls 10 years Administrative value ends
12. Unit operating factor.xls 10 years Administrative value ends
13. Unit outage history.xls 15 years Administrative value ends
II. Electric Distribution Records
A. Contract Administration
1. Daily line clearance report Until all services are performed and
invoiced; not less than 5 years
Administrative value ends
2. Janitorial services check off list Until all services are performed and
invoiced; not less than 5 years
Administrative value ends
B. Inventory Records
3. Pole cards Permanent Continuing administrative & legal
value
4. Transformer cards Permanent Continuing administrative & legal
value
5. Transformer repair records Until transformer is disposed of Administrative value ends
6. Transformer and poles database Permanent Continuing administrative & legal
value
C. Payroll
1. Semi-Monthly Pay Sheets 5 calendar years Administrative and legal value ends
2. Accrual Register 5 years Administrative and legal value ends
3. Leave Request Form/Trouble call
form
1 year Administrative and legal value ends
4. Meal comp form 5 years Administrative and legal value ends
5. Workman’s daily report 5 years Administrative and legal value ends
6. 6-month duty schedule 5 years Administrative and legal value ends
7. Trouble Call Form 1 year Administrative and legal value ends
D. Purchasing Records
1. Daily report of goods received 3 years Administrative value ends
57
Record Title Retention Period Reason
2. Field purchase orders Until all items are received &
invoiced; not less than 5 years
Administrative value ends
E. Training Records
1. Apprenticeship records Permanent Continuing administrative & legal
value
2. Individual training records prior to
July 1, 2007
As long as employee works for
department
Continuing administrative & legal
value
3. Individual training records July 1,
2007, to present
As long as employee works for
department
Continuing administrative & legal
value
4. OSHA training prior to July 1, 2007 Permanent Continuing administrative & legal
value
5. OSHA training July 1, 2007, to
present
Permanent Continuing administrative & legal
value
F. Worksheets
1. Completed street light maintenance 5 years Administrative value ends
2. Daily worksheets 5 years Administrative value ends
3. Job briefings 5 years after job completion Administrative value ends
G. Inspection/Maintenance Documents/Reports
1. High-Voltage Testing (hot sticks &
cover up)_
Permanent Continuing legal value
2. Fork Life Inspection As long as possessed, not less than 5
years
Historical & legal value
3. Fire Extinguisher Inspection Permanent Continuing legal value
4. Sling Inspections Permanent Continuing legal value
5. Material Handler Inspection As long as possessed, not less than 5
years
Continuing legal value
6. Emergency Light Inspection Permanent Continuing legal value
7. Rope Inspection Permanent Continuing legal value
8. Chain Inspection Permanent Continuing legal value
9. Body harness inspections Permanent Continuing legal value
10. Lanyard inspections Permanent Continuing legal value
11. Electrical cord inspections Permanent Continuing legal value
12. Ground set testing/inspections Permanent Continuing legal value
13. Truck daily safety inspection 5 years Continuing legal value
H. Miscellaneous
1. Safety Glasses and Safety Footwear 7 years Administrative and fiscal value ends
2. Material Safety Data Sheets Permanent OSHA requirement; administrative
value ends
3. Line Clearance requests 5 years Administrative and fiscal value ends
4. Outside billing documentation 5 years Administrative and fiscal value ends
5. Non-outage work requests 5 years Administrative and fiscal value ends
6. Disposal Record of Material from
Truck Bay Pits
Permanent Continuing legal value
7. Disposal Records for
Transformers/Scrap/Cable/Streetlight
bulbs
Permanent Continuing legal value
8. PCB Records Permanent Continuing legal value
9. Entry Permit/Atmosphere Test 1 year Administrative & legal value
58
Record Title Retention Period Reason
10. Safety Meeting Permanent Continuing legal value
II. Electric Production Records
A. Operations and Maintenance
1. Generation and Output Logs
(monthly meter logs)
6 years Federal Energy Regulatory
Commission (17,704, 125.3)
2. Recording Charts 5 years Federal Energy Regulatory
Commission Regulations
B. Payroll
1. Semi-Monthly Pay Sheets 5 calendar years Administrative and legal value ends
2. Accrual Register 5 years Administrative and legal value ends
3. Leave Request Form/Trouble call
form
1 year Administrative and legal value ends
4. Paycheck receipt register 5 years Administrative and legal value ends
5. Payroll hours proof listing 5 years Administrative and legal value ends
6. Union meal comp form 5 years Administrative and legal value ends
7. Workman’s daily report 5 years Administrative and legal value ends
8. 6-month duty schedule 5 years Administrative and legal value ends
C. Records
1. Record of Unclaimed Deposits 3 years Iowa Administrative Code, 199-
20.4(8)
2. Customer Billing Records 3 years Iowa Administrative Code, 199-
20.4(13)
3. Meter Test Records 3 years after retirement of meter Iowa Administrative Code, 199-20.6
4. Volunteer Records 2 years Iowa Administrative Code, 199-
20.7(7)
D. OSHA Safety Programs
1. Written Programs 5 years Administrative and legal value ends
2. Training Records 5 years Administrative and legal value ends
3. Canceled Confined Space Entry
Permits
5 years Administrative and legal value ends
4. Portable Fire Extinguisher
Inspections
5 years Administrative and legal value ends
5. Ladder Inspections 5 years Administrative and legal value ends
6. Sling Inspections 5 years Administrative and legal value ends
7. Monthly Respirator Inspection Forms 5 years Administrative and legal value ends
E. Certifications/Compliance
1. Apprenticeship certification 5 years after resignation/termination Administrative value ends
2. Insurance inspection forms 1 year Administrative value ends
3. Safety training 5 years Administrative value ends
F. Facilities/Maintenance/Equipment
1. Archives/Historical Permanent Continuing administrative and
historical values
2. Drawings, plans/diagrams of plant
and system
Permanent Continuing administrative and
historical values
3. Equipment and test reports,
rehabilitation records, maintenance
projects and history, maintenance
Life of equipment plus 5 years Administrative value ends
59
Record Title Retention Period Reason
testing, date and recommendations,
vendor correspondence
4. Major equipment repair, quotations,
purchasing records
Life of equipment plus 5 years Administrative and historical values
end
5. Manuals and instructions (pumps,
motors, breakers, plant equipment)
Life of equipment plus 5 years Administrative value ends
6. Manufacturers’ equipment and parts
catalogs
Yearly or as new catalogs are received Administrative value ends
7. Office equipment and software
(operations disks and manuals)
Life of equipment Administrative value ends
8. Work orders (MP2), correspondence 5 years Administrative value ends
9. Service contracts 5 years Administrative value ends
10. Project documents Life of contract + 5 years Administrative value ends
11. CIP Projects See Schedule 4, Public Works
Records, Capital Improvement
Projects
Administrative value ends
G. Miscellaneous
1. Invoices, P-card receipts, fly ash
tickets, operations, vacation speed
slips
1 year Administrative value ends
2. Personnel files
(evaluations, disciplinary)
(HR holds official copies)
5 years after termination/resignation Administrative value ends
3. Purchase orders 5 years Administrative value ends
4. Time sheets 5 years Administrative value ends
H. Operations
1. Annual/monthly reports and studies 5 years Continuing administrative and
historical values
2. Correspondence relating to
operations (fly ash disposal)
5 years Administrative value ends
3. Daily, weekly, monthly plant
operating/activity reports
5 years Administrative value ends
4. Operator reports, daily plant data, log
sheets, maintenance reports, work
schedules
5 years Administrative value ends
I. State/Federal Agency Authority
1. DNR inspection reports Permanent Continuing administrative and
historical values
2. DOE forms 3 years Administrative value ends
IV. Electric Tech Services Records
A. Equipment
1. Circuit breakers Until retired Administrative value ends
2. Historical meter cards Until retired Administrative value ends
3. Instrument transformer cards Until retired Administrative value ends
4. Meter cards Until retired Administrative value ends
5. Transformers Until retired Administrative value ends
B. Load Profiles
1. Metering load profiles 10 years Administrative value ends
60
Record Title Retention Period Reason
C. Service Orders
1. Service Orders Electronic Administrative value ends
D. Tests
1. Baseline fiber tests Indefinite Administrative value ends
2. Battery records and tests Until retired Administrative value ends
3. Equipment tests, other Until retired Administrative value ends
4. Fiber tests 10 years Administrative value ends
5. Instrument transformer tests 12 years Administrative value ends
6. Meter tests Indefinite Administrative value ends
7. Oil Sample tests Until retired Administrative value ends
8. Relay tests 12 years Administrative value ends
E. Worksheets
1. Daily worksheets/job briefings 5 years Administrative value ends
61
Record Title Retention Period Reason
I. Administration, Engineering and Plant Controls
A. General
1. Capital Improvement Projects See Schedule 4, Public Works
Records, Capital Improvement
Projects
a. Records relating to state and
federal funding of planning
and/or construction of water and
wastewater facilities
(correspondence, grant
applications, approvals, wage
determinations, adjustments)
3 years after completion Administrative value ends
b. Records relating to the
construction of wastewater
treatment facilities (applications,
permits, amendments, blueprints,
complaints, investigations,
reports, Municipal Operation
Permits)
Permanent Continuing administrative value
2. Operator’s Certification Length of employment Administrative and legal value ends
3. Valuations Permanent Continuing administrative, fiscal,
and historical value
4. Rate Surveys
a. Annual Permanent Continuing historical value
5. Report to Iowa Department of
Revenue
5 years Administrative and fiscal value ends
B. System, Plant, and Equipment
1. Inventories
(elevated water tanks, wells,
pumps, engines, reservoirs, dams,
pump stations, etc.)
While current Administrative value ends
2. Equipment Records
(water towers, wells, pumps,
engines, tanks, reservoirs, dams,
etc.)
a. Inventories While current Administrative value ends
b. Maintenance History Life of equipment Administrative value ends
c. Depreciation Life of equipment Fiscal value ends
3. Maps of System Permanent Continuing administrative and
historical value
4. Meter Records
(location, testing, maintenance)
2 consecutive periodic tests or 2
years; if record made at retirement,
retain for 3 years
Iowa Administrative Code, 199-
21.6(9); administrative value ends
5. Record of Ys Permanent Continuing administrative value
6. Valve Records Permanent Continuing administrative value
7. Water and Sewer Tap Records Permanent Continuing administrative value
8. Well construction & abandonment
records
Permanent Continuing administrative value
C. Operations
62
Record Title Retention Period Reason
1. Logs Indicating Pumping, Hours,
Gallons, Chemicals Added,
Maintenance, Testing
6 years minimum Evaluate for continuing
Administrative value ends
2. Recording Instrument Charts 5 years Administrative value ends
3. Records Relating to Operations,
Including Correspondence,
Permits (pretreatment, disposal
water/wastewater sludge, water
supply, historical consumption,
usage records)
Permanent Continuing historical and future
projection value
4. Lab Records Supporting Lab
Certification
7 years Administrative value ends
5. IDNR Summary of Bacterial
Analysis
7 years Administrative value ends
6. Water Supply Monthly Operations
Report
7 years Administrative value ends
7. Operations Permits Permanent Continuing administrative value
D. Water Treatment
1. Bacteriological Analysis 5 years US EPA, 40 CFR 141.33;
Administrative value ends
2. Chemical Analysis 10 years US EPA, 40 CFR 141.33;
Administrative value ends
3. Actions Taken to Correct
Violations of Primary Drinking
Water Regulations
5 years US EPA, 40 CFR 141.33;
Administrative value ends
4. Records Relating to Variances or
Exemptions
5 years after expiration US EPA, 40 CFR 141.33;
Administrative value ends
5. Record of Residuals Analysis and
Disposal
5 years US EPA, 40 CFR 141.33;
Administrative value ends
E. Billing and Customer Services Records
1. Application Forms for Hydrant
Meters and Unauthorized Use of
Water (without meter)
5 years Administrative value ends
2. Applications, Certifications, or
Permits for Hook-up, Initiation of
Service or Discontinuation of
Service
3 years Administrative value ends
3. Contracts for Service 1 year after expiration Administrative value ends
4. Rate Schedules and Descriptions
of Rate Computations
50 years Administrative value ends
5. Job Orders 3 years Administrative value ends
a. Complaints 3 years Iowa Administrative Code, 199-
21.4(10). Administrative value ends.
b. Meter Readings See Iowa Administrative Code, 199-
21.6(9)
Iowa Administrative Code, 199-
21.6(9). Administrative value ends.
c. Billing Records
1) Stubs 5 years Fiscal value ends
2) Receipts 5 years Fiscal value ends
3) Daily Receipt Tabulations 5 years Fiscal value ends
4) Cash Books 5 years Fiscal value ends
63
Record Title Retention Period Reason
(journals)
5) Ledgers 5 years Fiscal value ends
6) Summaries of Usage and
Billing
5 years Fiscal value ends
7) Delinquent Account Lists 5 years Fiscal value ends
8) Bad Debt Write-Offs 5 years Fiscal value ends
9) Adjustment Postings or Books 1 year Fiscal value ends
10) Records of Customer Deposits
and Refunds
7 years after the abandonment of
service
Fiscal value ends
11) Record of Unclaimed Refunds 1 year Code of Iowa, 556.4. Legal and fiscal
value ends
F. Meter Records
1. Meter Testing and Maintenance
Records (meter cards)
5 years after the retirement of meter Administrative value ends
2. Meter Location Records
(address cards)
Permanent Continuing historical value
G. Cross-Connection Control Records
1. Facility/Customer Records
(device test and facility survey
forms; notifications for the need
for containment, testing, and
noncompliance; assembly
information and test log)
Permanent Continuing administrative and
historical value
II. Plant, Technical, and Laboratory Services
A. Facilities/Maintenance/Equipment/Treatment
1. Blueprints, plans/diagrams of
plant & system
Permanent Continuing administrative & historical
value
2. Copies of reports relating to
sanitary surveys of systems
10 years Administrative & historical value ends
3. Groundwater level monitoring
data
Permanent Continuing administrative & historical
value
4. Well Construction &
abandonment records
Permanent Continuing administrative & historical
value
5. Elevated water tanks, wells,
pumps, engines, tanks, reservoirs,
dams, plant equipment, pump
stations, long-term storage, lime
ponds, security and surveillance
system, bulk water station
Some life of equipment plus 5 years;
some permanent
Continuing administrative value
B. Operations
1. Daily, monthly, yearly plant
operating data; sampling data,
chemical analysis; variances/
exemptions; recording instrument
charts (pumpage, hours, gallons,
chemicals added); SCADA logs;
consumption & usage records;
chemical usage
10 years, some permanent for
historical reasons
Administrative & historical value ends
2. Efficiency reports, well & rehab
reports, SCADA installation
10 years Administrative & historical value ends
64
Record Title Retention Period Reason
3. Monthly IDNR operation reports 10 years Administrative & historical value ends
4. Operation permits, authorizations,
official notices, compliance
schedules, inquiries,
disputes/violations, settlements
10 years Administrative & historical value ends
5. SCADA installation/logs Permanent Continuing administrative & historical
value
6. Biosolids reports, sludge,
groundwater & PP Sheets
Permanent Continuing administrative & historical
value
7. Sludge state inspection reports Permanent Continuing administrative & historical
value
8. Precipitation reports,
climatological/weather data,
5 years Administrative & historical value ends
9. Pretreatment correspondence 5 years Administrative & historical value ends
65
Record Title Retention Period Reason
A. Gas Utilities In general, gas utilities shall
preserve records in accordance
with the provisions of Part 225 of
the Federal Power Commission
Rules, 18 CFR 225
Iowa Administrative Code, 199-
18.6(2)
1. Record of Unclaimed Deposits 2 years Iowa Administrative Code, 199-
19.4(8)
2. Customer Billing Records 5 years Iowa Administrative Code, 199-
19.4(13)
3. Meter Records
(name of the manufacturer,
number, type, capacity, multiplier,
constants, pressure rating, dates of
installation and removal, testing)
3 years after the retirement of the
meter; before meter’s retirement,
retain last 2 tests
Iowa Administrative Code, 199-19.6
4. Pressure Surveys and Records 2 years Iowa Administrative Code, 199-
19.7(3)
66
Code of Iowa Section 22.1(3) defines the term “public records” relative to the examination of government records:
“As used in this chapter, ‘public records’ includes all records, documents, tape, or other
information, stored or preserved in any medium, of or belonging to this state or any county, city,
township, school corporation, political subdivision, nonprofit corporation other than a fair
conducting a fair event as provided in Chapter 174, whose facilities or indebtedness are
supported in whole or in part with property tax revenue and which is licensed to conduct pari-
mutuel wagering pursuant to Chapter 99D, or tax-supported district in this state, or any branch,
department, board, bureau, commission, council, or committee of any of the foregoing.
‘Public records’ also includes all records relating to the investment of public funds including
but not limited to investment policies, instructions, trading orders, or contracts, whether in the
custody of the public body responsible for the public funds or a fiduciary or other third party.”
Common to both definitions is that:
• Records are information documented in the performance of the official business of an organization.
• Record content, not record form, determines whether or not information constitutes a record.
Any information documenting official business, whether recorded on paper or electronically, documented
photographically, recorded in video or audio media, or documented using any other medium, constitutes a record.
Records are created and maintained to facilitate memory. City officials cannot reasonably be expected to
remember every fact relative to a government’s business. Records, once created or received, must be maintained
in unaltered condition in order to afford reliable authority for subsequent business of the government.
Municipal governments conduct a large amount of business that must be recorded. Accumulation of records of
already transacted business (inactive records) can overwhelm available storage space and hamper retrieval of both
active and inactive records.
Furthermore, records of business already transacted can prove both legally and financially burdensome, since
records must be produced when requested. Retrieving records can be difficult if record management is not done
properly.
Some records of business already transacted remain permanently valuable to the government due to their content,
but most records are of no further use once the documented matter has been transacted and routine audit, legal,
and administrative uses have been completed.
Management of records allows records to be routinely maintained for legally accountable periods and affords
documentation that the records were maintained, then destroyed routinely, under those scheduled record retention
periods. Records that are managed routinely and consistently from the time of their creation through their final
disposition favor efficient use of those resources allocated for record keeping.
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Record series retention and disposition schedules are developed by governmental organizations to ensure records
are kept for as long as they are needed, routinely destroyed when no longer needed, and the disposition of records
legally accounted for.
The lengths of time for which a series is routinely needed for audit, legal, administrative, and historical purposes
determine how long records must be retained. In all cases, the longest of the respective periods of need for each
record series is used. The record series retention and disposition schedule formally authorizes the retention and
ultimate disposition of the record series.
A record series is a collection of records filed together based on their relationship, maintained for an ongoing
official function. As long as the documented official function continues, records are added to the series. Typically,
components of a record series, such as files, electronic records, and databases, are filed separately from records
documenting other functions. For instance, claims are grouped with claims, and city council minutes are filed
together, representing distinct record series.
A record series retention and disposition schedule is a formal statement of the period records must be retained to
fulfill routine fiscal, legal, administrative, and historical needs for the records. Retention and disposition schedules
are developed through analysis of those fiscal, legal, administrative, and historical needs for determination of the
necessary routine retention. Records are then scheduled for appropriate retention and final disposition.
The record series retention schedule is intended to ensure that records are preserved for as long as needed but
also, once retention needs have been met, those non-permanent records are destroyed in a routine, timely, and
legally accountable manner. The retention and disposition schedule is formally adopted by the city to serve as the
legal basis for records disposition.
Retention and disposition schedules govern routine records disposition. Where a non-routine need for extended
retention of a specific record series is determined before the scheduled destruction (for example, when outstanding
or anticipated litigation may require the use of the records in question), the records must, of course, be held past
the scheduled destruction time. However once the non-routine need is past, the scheduled records can be legally
destroyed.
Adherence to the record series retention and disposition schedule allows records to be destroyed routinely, freeing
valuable storage space. Additionally, the smaller quantity of records that are scheduled for permanent retention
are preserved and the resources available for permanent preservation of records are applied only to those records
series determined to have permanent value to the government.
Record series retention and disposition schedules identify record series, and the disposition, expressed as a
retention period, applies to those record series. The record series identified in the schedules in this manual are
ones typically created or maintained by Iowa municipalities. In some cities, a given record series may be called a
different name than the one used in this schedule.
Also, some cities may place authority for the same functions under different departments. To determine an
appropriate schedule for records in each particular city organization, it may be necessary to compare the known
purpose of the city’s own records with the indicated record series labels. Where no comparable example exists, a
schedule should be developed, taking into account the administrative, fiscal, legal, and historical values of the
record series, and adopted formally by the city.
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Record series generally accrue continuously with new records being added to the file as new business is
transacted. The retention period must be applied to manageable file increments since it would be unwieldy to
individually apply the schedule to each record item (i.e., case file, claim, database record entry, etc.) at the time
each record becomes inactive.
The retention schedule for a record series should correspond to the time frame in which that record series actually
accrues, whether that be fiscal year or calendar year. Financial information, such as a file of claims, could be cut
off at the end of the fiscal year and the retention and disposition schedule applied to that fiscal year’s accrual of
records. Claims for that entire fiscal year would be retained for five years after the fiscal year, then destroyed, and
claims for succeeding fiscal years would be retained for five years after the close of each of those respective fiscal
years. In this way, the physical process of destroying records is simplified, the records to be destroyed together
are kept together until the scheduled destruction date, and the entire destruction can be documented as having
been performed at the appropriate time.
Disposition is the final outcome of records retention, whether for destruction or permanent retention. Most records
are scheduled to be destroyed after all normal legal, administrative, and fiscal needs for the record have expired.
Those needs expire in a very short time for many record series, and for certain other record series, those needs
continue for much longer periods. In either case, the records are to be destroyed once the needs for retaining the
records have been met.
For a few records series, however, permanent retention is the scheduled final disposition. Some record series
might have long-term legal, administrative, or fiscal value, but where a record series also documents the
development of policy of the city government or the history of the city itself, the record series may be scheduled
for permanent retention. Permanent retention is a commitment to preserve the record series without end. Only a
portion of all record series have such historical value.
A record series allowed to accrue for years wastes storage space is difficult to use and can become a legal liability.
Only records scheduled for permanent retention can be allowed to accrue without routine destruction.
The record series retention and disposition schedule, duly adopted by the city government, formally governs the
retention and final disposition of records. Adherence to scheduled periods of retention results in a consistent,
routine disposition of records. Only in instances where exceptional needs can be clearly identified and specified,
such as for outstanding or pending litigation for which specific records series are needed, should records be
retained beyond the scheduled period of retention.
The record series retention and disposition schedule indicates which records series are to be retained permanently
as archives of the city government. Generally, records documenting the development of city policy (for example,
council minutes) have permanent value for the history of the city organization and also for the history of the
geographic area encompassed by the city. Records to be preserved as archives should be protected from extremes
of temperature and humidity, light, rough handling, animals, cyber security and other conditions that may
accelerate their deterioration or premature.
The record series retention and disposition schedules apply to all physical formats in which record series are
maintained. Whether paper or electronic, all records are destroyed or preserved in conformity with the record
series retention and disposition schedules. The form of the record does not exempt it from the application of the
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schedule. Content and documentary purpose, rather than the physical form in which the record is maintained,
define the record series.
The retention periods indicated in the manual are based on reasons city officials in Iowa have found useful for
scheduling the indicated record series. If the city’s needs are different, it can make specific changes to its schedule
to accommodate those needs. Changes should be adopted under the legal mechanism the city has established for
modifying municipal ordinances or rules. Once legally adopted, the modified record series retention and
disposition schedule governs the disposition of the record series, and adherence to the schedule is necessary for
legal accountability.
Other records may be used in some cities for which no example in the existing manual provides a comparison. In
such cases, the period the record is required to satisfy routine administrative, legal, and fiscal needs must be
determined, as well as an appraisal of the historical value of the record series, to appropriately schedule the series.
The State Archives in the State Historical Society of Iowa may be called upon for information concerning the
appraisal of a record’s historical value. Any resulting schedules should be submitted to the City of Ames for
possible inclusion in updates to the manual.
Records management can be defined as the systematic control of records from the time of their creation or receipt,
through their organization and maintenance, to their ultimate disposition.
Managing records means keeping only those records that are necessary and keeping them in a way that permits
quick and easy access to the important information they contain. As cities continue to see increased documentation
and reporting, managing records before they inundate the office is becoming increasingly difficult. Finding
enough storage space for these records is one problem. Another challenge is efficiently locating a specific record
when needed. The application of records management techniques can help solve them.
Major purposes of an efficient records management program are reducing the bulk of records stored by disposing
of records that are no longer valuable, preserving the valuable records, and making records readily accessible to
those who need them. The rewards of such a program are reduced costs for space, equipment, software and
personnel and an orderly flow of information.
Public records found in city governments require special consideration. First, public records are public property,
owned by the citizens, and in most cases, they are open to public scrutiny.
Second, some public records protect the rights of the city and its citizens, and for this, they deserve special care.
Third, public records often have historical value because they document the development of the community.
Therefore, ensuring public access, protecting legal rights, and preserving historical information are important
goals of a records management program in city government.
The first task in establishing a records management program is the creation of record series retention and
disposition schedules that identify records found in the city and indicate how long to keep them. The creation of
these schedules requires three steps: inventory, appraisal, and scheduling. Making the schedules part of an ongoing
program requires two more steps: organization and implementation.
In the preparation of the record series retention and disposition schedules in this manual, the first three steps were
followed. Through the combined efforts of the City of Ames, the Iowa Municipal Finance Officers Association,
and the State Historical Society, recommended record series retention and disposition schedules have been
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developed for many of the records found in many Iowa cities. Officials in individual cities may wish to review
and repeat the first three steps when setting up a specific program in their city hall.
The last two steps, organization, and implementation, follow the decision-making and planning of the first three
steps and constitute the action part of the program. Throughout all five steps, the process requires cooperation
and participation from all city officials.
To begin, a city must find out what records it has stored, not only in active office space, but also in the basements,
vaults, computers, mobile devices, servers, or any other place where inactive records have been stashed over the
years. During the search, information about the records should be written down; inventory worksheets designed
for this purpose can simplify this process. The details recorded at this stage may vary according to each city’s
needs, but the basic information should include the record’s title, the time span the complete record encompasses,
a physical description of the record (letters and legal papers, databases, GIS systems, maps, electronic documents,
etc.), location of the records, the equipment currently used to store the record, the amount of space a record
occupies, and the frequency of staff reference to the record.
Most of these items are simply factual descriptions. It is usually most effective to categorize records according to
function, subjects, or activity into what is called a “record series.” For example:
• “Correspondence” is too general a term to be helpful.
• “John Smith’s letter to the mayor regarding the bond issue to finance Main Street storm sewers” is too
specific.
• “Bond issue correspondence” successfully labels a type of record for most inventory purposes.
If more than one person is conducting the inventory, it is wise to meet often so the record titles are standardized.
Once the inventory is complete, the inventory sheets should be sorted so the information gathered can be classified
and appraised. The purpose of this appraisal process is to establish the value of a record series in preparation for
the next step, deciding how long to keep it. This step may involve research into statutory and audit requirements
as well as interviews with city officials in all departments about the current and future values of records in their
areas. To appraise records in an orderly manner, the following criteria are used:
• Administrative Value: These records establish policy or document operations. Those that document policy
(minutes or resolutions for example) usually have a long-term value. Those that document operations
(personnel time sheets or monthly reports) usually have value for a relatively short length of time.
• Legal Value: These records document the rights and obligations of the city and its citizens. Examples are
records showing the basis for an action (legal decisions and opinions), documents representing legal
agreements (leases, titles, contracts), and records of action in particular cases (claims, dockets). Retention
periods can be dictated by the legal statute of limitations or the term of the agreement, in which case the
retention period would be relatively short. However, records documenting long-term legal rights and
obligations are typically retained permanently.
• Fiscal Value: These records document the day-to-day financial transactions of a city as well as long-term
financial planning and policy. Records that show financial transactions generally have a relatively short -
term value determined by the audit period or specific law. Records that document financial policy usually
have a longer-lasting value.
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• Historical Value: Records with historical value may have a future research use, although the original
administrative, legal, or fiscal value no longer exists. They are permanently valuable to a city because they
document the development of policy and/or the growth of the community. The historical value of a record
is often the most difficult quality to determine.
Each of these values should be considered when deciding how long to keep a record. A specific record can have
value in more than one category, and, if one does, the retention period must satisfy the longest need.
After the classification and evaluation of records in the appraisal process, a decision is made on how long to keep
each record series. This information is compiled into a record series retention and disposition schedule that names
a record series and states its retention period, usually in columns.
More complex formats can be used if directions are to be given about location and form of retention at various
stages in the record’s lifespan. A more complex format can also address the problem of duplicate copies of the
same record.
The schedules in this manual are in a simpler format. As the second example demonstrates, however, schedules
tailored for your city can be more detailed, reflecting your city’s needs and resources.
Once created, these schedules should be made available to all departments in the city so all offices can use them.
Although the record series retention and disposition schedules may be revised in the future, they form the basis
of the records management program.
Using the information gathered in the inventory process and decisions made in the appraisal and scheduling steps,
city personnel in all departments now can roll up their sleeves and physically organize their records. In the active
office area, the filing system used for current records may be adequate, but if changes are needed they should be
made during the organization of records. At this time files should be weeded of valueless paper and non-current
records should be removed for storage in inactive areas.
The following suggestions can help organize records in this area:
1. Store records of the same record series together.
a. Do not mix payroll records with commission minutes or canceled checks with dog licenses in the
same box or electronic file.
b. Before moving correspondence files to inactive storage, separate routine, less valuable records from
those containing information with long-term value.
c. Consolidate information from different departments and dispose of unnecessary duplicate copies of
the same record.
2. Store records with the same retention period together.
3. Destroy valueless records based on the retention and disposition schedules.
4. Label the remaining records in a clear, consistent manner.
a. Do not use a term such as “Financial Records” as it is too general. A specific term such as “invoices”
or “daily cash receipts” is more helpful.
b. Be consistent in the labeling; choose a term and stick with it. “Claims,” “bills,” or “vouchers,” may
all be the same thing, but the different terms can cause confusion.
5. Prepare a list or index identifying what and where records are stored and make this information available to
all departments.
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6. Maintain what is used for storage and make the records easily accessible.
Once the organizational phase of the program is completed, city officials might consider the job done. Certain
steps in the process, however, need to be repeated regularly in the future to qualify these records management
efforts as a “program” rather than a mere house cleaning.
The inventory process will not have to be repeated if systematic labeling and indexing take place. The appraisal
process might only have to be done again on a limited basis as new records series are created or reassessment of
an old series becomes necessary. Schedules form a basis for the program and do not need to be changed often,
but they can be amended as needed.
Implementation of the program means repeating the organizational step often. On almost a daily basis, new
records will enter the system. They should be adequately labeled and logically filed at that time. On an annual
basis, the record series retention and disposition
schedules should be checked. Non-current records should be removed from active files, weeded, consolidated,
labeled and indexed before storing them in inactive areas. Records scheduled for destruction should be removed
and destroyed. If they are allowed to accumulate, physical and digital storage areas will become as overcrowded
as they were before the program began.
Implementing the steps of the organizational phase regularly will ensure that the considerable amount of time and
effort spent in initiating the program will not go to waste. With some effort, city officials can enjoy the benefits
that an ongoing records management program can provide.
Government agencies must manage their electronic records appropriately. Like all other government records,
electronic records are subject to requirements of the Code of Iowa Chapter 22 “Examination of Public Records”
and litigation. As with all records, cities must ensure that they are retaining, managing, and properly destroying
their electronic records. This guide is designed to help employees of local governments who creat e, receive, and
retain electronic records follow existing procedures and protect themselves and their city.
An electronic record is information recorded by a computer or other electronic device that is produced or received
in the initiation, conduct, or completion of a city or individual activity. Examples of electronic records include
email and text messages, word-processed documents, electronic spreadsheets, digital images, and databases.
Many electronic records are maintained as part of an electronic recordkeeping system, such as geographic
information systems (GIS), digital image storage systems, computer-aided design (CAD) systems, and electronic
commerce systems.
Electronic records are public records if they are created or received as part of performing official duties and fall
under the Code of Iowa Chapter 22.
All electronic records that are created, received, or stored by a city are the property of the city; they are not the
property of its employees, vendors, or customers. Employees should not expect privacy when using the city’s
computers and electronic devices.
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Records created in the performance of an official function must be managed in the same way as those created and
received using government computer resources. This holds true when a home computer or personal device is used
to create or receive city records.
Electronic records might be released in accordance with the Code of Iowa Chapter 22 or during the discovery
process. Computers and electronic devices are provided to employees for conducting public business. Employees
should be prepared to provide access to their electronic records to their supervisor or their city’s attorney under
these circumstances. Electronic records that are created using home computers that are related to public business
might also be released in accordance with the Code of Iowa Chapter 22.
Government employees are responsible for organizing their electronic records so they can be located and used.
They are also responsible for using an approved record series retention and disposition schedule to identify how
long electronic records must be kept and when or if they can be deleted.
The State Historical Society and the Iowa Municipal Finance Officers Association have worked with the City of
Ames to create general record series retention and disposition schedules that can be used by city governments. If
the records in an office are not inventoried on a general schedule, a special or specific schedule must be created
to cover the records in that office. The City of Ames is available to advise cities about the process for creating
special record series retention and disposition schedules.
Record series retention and disposition schedules apply to electronic records. You may contact the City of Ames
for information concerning reviewing your electronic recordkeeping systems to determine if any changes are
needed to your city’s record series retention and disposition schedule.
Electronic records must be retained in accordance with a record series retention and disposition schedule, so the
database must be listed on a schedule. The schedule will tell you how long to keep the older data and will help
you design the new computer system to purge data at the appropriate time. Note: Electronic records cannot be
destroyed if they have been requested under Code of Iowa Chapter 22, or if they are part of ongoing litigation,
even if their retention period has expired.
Many electronic records need to be kept longer than the original technology that was used to create them. New
technology is not always compatible with older technology that cities may have used. Cities are responsible for
ensuring that older electronic records remain accessible as technology is upgraded or changed. Each time
technology upgrades and changes occur cities should be aware of the existence and location of older electronic
records so they can be migrated to the new technology.
Cities need to know how long their electronic records must be retained before they select their storage system.
Therefore, record series retention and disposition schedules must include electronic records. It is unlikely that
most electronic records will be stored in their original
software format and on their original storage system for their entire retention period. Cities need to consider these
changes in hardware and software when they select new technology.
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Individual employees are responsible for deleting electronic records in accordance with the appropriate record
series retention and disposition schedule. Deleted electronic records, however, may be stored on backup systems
for several days, weeks, or months after they are deleted. Cities need written procedures to ensure that deleted
electronic records are rendered unrecoverable regularly. Note: Electronic records cannot be destroyed if they have
been requested under Code of Iowa Chapter 22, or if they are part of ongoing litigation, even if their retention
period has expired.
City Clerk’s Office
City of Ames
515 Clark Avenue
Ames, Iowa 50010
515-239-5105
cityclerksoffice@cityofames.org
Iowa League of Cities
500 SW 7th Street, Suite 101
Des Moines, Iowa 50309
515-244-7282
www.iowaleague.org
State Historical Society of Iowa
600 East Locust Street
Des Moines, Iowa 50319
515-281-7801
history.iowa.gov
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ITEM #:5
DATE:12-17-24
DEPT:PW
SUBJECT:EPA SOLID WASTE INFRASTRUCTURE FOR RECYCLING GRANT
COUNCIL ACTION FORM
BACKGROUND:
The Bipartisan Infrastructure Law includes funding to support state and local waste management
infrastructure and recycling programs. Included in this funding is the Solid Waste Infrastructure for
Recycling (SWIFR) Grant program. Goals of the SWIFR program include making improvements to
local waste management systems and establishing, increasing, expanding, or optimizing collection and
materials management infrastructure.
As the Council is aware, the City has been pursuing development of a new model for solid waste
disposal, recycling, and yard waste. This Resource Recovery and Recycling Campus concept would
replace the existing waste-to-energy system that has been in place since the mid-1970s. A substantial
investment in infrastructure and equipment will need to occur to develop this concept.
The SWIFR grant program contains $58 million annually to support infrastructure projects. Individual
awards will range in size from $500,000 to $5,000,000. There is not a funding match requirement. The
grant application is due on Friday, December 20. City staff is seeking authorization to apply for the
grant. If the grant is awarded, City staff will be requesting City Council's authority to accept the grant
award at a later date.
The grant funds would be applied to construction and equipment costs for the Resource Recovery
and Recycling Campus. This facility is integral to the City's solid waste management strategy
discussed with Council on June 11, 2024, and most recently on December 10, 2024.
If awarded, requirements for federally funded projects would apply. These include using domestically
sourced construction materials and equipment and prevailing wages. Staff will analyze how to best
apply the grant funds to maximize the value of the grant.
ALTERNATIVES:
1. Authorize staff to submit an application for the EPA Solid Waste Infrastructure for Recycling
Grant in the amount of $5,000,000.
2. Do not authorize the City to apply for the grant.
CITY MANAGER'S RECOMMENDED ACTION:
The grant, if awarded, will have a substantial positive impact on the overall economics of the proposed
facility including the rates paid by residents to recycle, compost, and responsibly manage solid waste. It
would significantly reduce the costs of the City's transfer station and further enable recycling and
composting in Story County. Reducing costs and increasing recycling is in alignment with the City's
solid waste management strategies and the Climate Action Plan. Therefore, it is the recommendation of
the City Manager that the City Council adopt Alternative No. 1, as described above.
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ITEM #:6
DATE:12-17-24
DEPT:HR
SUBJECT:PHARMACY BENEFIT MANAGER SERVICES CONTRACT
COUNCIL ACTION FORM
BACKGROUND:
The City provides employees a competitive benefits package including health insurance and
prescription coverage. In 2023, the City's health insurance consultant, Gallagher, conducted an analysis
of the City's pharmacy benefit management services. This review indicated an opportunity to mitigate
substantial future cost increases by seeking competitive proposals for pharmacy benefit management
services. A request for proposal process was initiated, which resulted in the selection of CarelonRx for
the City's Pharmacy Benefits Manager (PBM) services.
CarelonRx promised the City a significant savings on prescription drug pricing with minimal disruption
to employees and their covered dependents. CarelonRx has been able to meet the City's expectations
on savings. However, the disruption to employees and covered dependents has been significant.
CarelonRx's customer service has been addressed on several occasions in the last year, and the service
remains unacceptable. In early December, CarelonRx informed City employees and dependents that a
major pharmacy would no longer be in Carelon's network. The potential disruption to employees from
this change is significant. The notice was sent to employees and dependents without advance warning
or consultation.
Discussions with the City's health insurance consultant indicate that the possibility exists of returning to
a PBM relationship with Wellmark, which previously provided the service. Wellmark may be able to
preserve a significant amount of the savings that the City enjoyed by carving PBM services out and do
so in a manner that is less disruptive to employees and their dependents. Therefore, staff is seeking
authorization to provide notice of contract termination to CarelonRx, and authorize staff to enter into
negotiations with Wellmark. Once a contract with Wellmark has been negotiated, it will be presented to
City Council for approval.
ALTERNATIVES:
1. Authorize staff to terminate the contract with CarelonRx and direct staff to begin negotiations for
pharmacy benefits manager (PBM) services with Wellmark.
2. Direct staff to continue the contract with CarelonRx.
CITY MANAGER'S RECOMMENDED ACTION:
Based on the challenges presented in the current contract with CarelonRx and the failure to remedy
service levels, it is apparent that the terms of the contract for PBM services are not being met. Staff
believes a contract with Wellmark can be negotiated that will result in acceptable service levels and
acceptable costs. Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative #1, as described above.
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ITEM #:7
DATE:12-17-24
DEPT:W&PC
SUBJECT:WATER POLLUTION CONTROL FACILITY NUTRIENT REDUCTION
MODIFICATIONS PHASE 1 PROJECT- CHANGE ORDER #1
COUNCIL ACTION FORM
BACKGROUND:
On August 13, 2024, Council awarded a contract to Woodruff Construction for modifications to the
Water Pollution Control Facility (WPCF). These modifications are the first of two construction phases
that will ultimately enable the facility to achieve the goals of the Iowa Nutrient Reduction Strategy.
At the time of award, it was known that there was a pricing correction needed for the Enviromix
compressed air mixing system. Woodruff had pledged prior to the award to provide the City with a
$200,000 credit. Staff had also identified some construction items that could be eliminated from the
new Administration Building to lower the total construction cost. Among other items, it included the
elimination of a fire alarm system that was no longer required by building codes due to the changes
being made (-$12,083.73), and the elimination of a shade canopy outside the employee break room (-
$32,322.29).
All three of these credits are included in the proposed Change Order #1. Also included is the cost to
reroute the power circuit to the front gate ($3,194.20), and changes to pipe supports and expansion
joints ($9,333.03). The net amount of Change Order #1 is a deduct amount of $231,878.79. The
opinion of the consulting team is that this is a fair and reasonable price.
Table 1: Change Order Summary
Change Order #1 - This Request
Credit for Enviromix, fire alarms, canopy;
reroute gate power circuit; expansion joint changes
(231,878.79)
Total Approved Change Orders (231,878.79)
Table 2 below summarizes the overall project budget.
Table 2: Total Project Funding & Expenses
Funding Expenses
Prior Years
FY 2023 1,438,643
FY 2024 1,000,473
FY 2025 Adjusted 26,610,884
FY 2026 26,240,000
FY 2027 7,250,000
Engineering 6,038,000
Construction
Original Contract 53,370,000
Change Order #1 - This Action (231,878)
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Owner Allowance (furnishings, etc.) 400,000
All Other Expenses 122,675
TOTAL 62,540,000 59,698,797
Owner's Contingency 2,841,203
The Clean Water State Revolving Fund (CWSRF) loan was approved in a not-to-exceed amount of
$65,185,000 to provide a cushion for unanticipated project changes and prevent unnecessary issuance
costs associated with increasing the not-to-exceed amount as a separate action, should it be necessary.
The remaining unencumbered SRF loan balance is $5,486,203. It should be noted that the SRF
program is a reimbursement program, meaning that the City first spends the money, then the program
reimburses for eligible expenses. This method ensures the City will only borrow for expenses the City
Council has authorized and are necessary to complete the project, thus minimizing interest expense
associated with the improvements.
ALTERNATIVES:
1. Approve Change Order #1 to the contract with Woodruff Construction for the Water Pollution
Control Facility Nutrient Reduction Modifications Phase 1 Project in the deduct amount of
$231,878.79.
2. Do not approve the change order. This would reject the contractor's offer to reduce the contract
price for the Enviromix equipment by $200,000, as well as other proposed changes to the project.
CITY MANAGER'S RECOMMENDED ACTION:
The consultant noted a price discrepancy for the Enviromix equipment package during the bid
evaluation. Prior to the contract award, Woodruff Construction had pledged to correct the discrepancy
with a $200,000 deduct credit, to be processed at the time of the first project change order. That deduct,
along with two other items that were planned for deletion from the project at the time of award (fire
alarm system in the old grit loading garage and an exterior shade canopy outside the break room) is
included in this change order. A few small additional modifications are also incorporated. The deduct
credits were anticipated, and the other items are well within the project contingency. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative 1 as described above.
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ITEM #:8
DATE:12-17-24
DEPT:P&R
SUBJECT:FITCH FAMILY INDOOR AQUATIC CENTER
BID PACKAGE 22-1 - CHANGE ORDER #3
COUNCIL ACTION FORM
BACKGROUND:
On January 23, 2024, the City Council approved the award of contracts for construction of the Fitch
Family Indoor Aquatic Center. Since the City elected to use a Construction Manager (CM) approach for
this project, 14 different bid packages were issued for prospective bidders. As a reminder, this approach
is different from bidding under the General Contractor (GC) method, where one bid package would
have been distributed, and each bidder would be responsible for the various subcontractors. Thus, with
14 bid packages, the City entered into a contract with each of the 14 successful bidders which are
referred to as Prime Contractors.
Bid Package 22-1 (Plumbing and HVAC Work) was awarded to Brockway Mechanical & Roofing Co.,
Inc., Des Moines, Iowa. The award included the Base Bid plus Alternate #1 to add two multipurpose
rooms, a walking area, and two gender neutral restrooms, in the amount of $4,184,363. Thus far, two
change orders have been approved by staff:
Change Order #1 was approved by staff for updating the hydronic pumps flow in the deduct amount of
$2,320.
Change Order #2 was approved by the City Manager for Iowa Department of Public Health (IDPH)
permit related items, relocation of storm drain during excavation, modifications made to the mechanical
louvers and changes to glycol feed dual pump in the amount of $38,702.
Change Order #3 has been prepared and is now presented to the City Council for approval. This
change order, in the amount of $12,066, includes the changes to the CO2 tanks and Authority Having
Jurisdiction (AHJ) modifications required as it relates to the use of bulk CO2 tanks. These items are a
result of the City desiring bulk CO2 storage and directing RDG Planning and Design and Story
Construction to make this change.
The City's purchasing policy allows staff to approve change orders up to a cumulative total of $50,000.
Since the absolute value of the three change orders is over $50,000, Change Order #3 needs Council
approval. A summary of the costs for Bid Package 22-1 is shown below:
Summary of Bid Package 22-1, Plumbing & HVAC Work
Original Contract Amount $ 4,184,363
Change Order #1 (Hydronic Pump Flow Changes)$ - (2,320)
Change Order #2 (IDPH Permit Review Updates, Storm Drain Relocation, Mechanical
Louver Modification, & Glycol Feed Dual Pump)$ 38,702
Change Order #3 (Pool CO2 & AHJ Modifications)$ 12,066
New Contract Value $ 4,232,811
81
The Contingency Budget for this project is $2.1 million and a summary of the project Contingency
Fund Balance is included as Attachment A. The project Contingency Fund Balance prior to this change
order being executed is $1,870,066.
ALTERNATIVES:
1. Approve Change Order #3 to Brockway Mechanical & Roofing Co., Inc, Des Moines, IA, Bid
Package, 22-1 Plumbing & HVAC Work for the pool CO2 & AHJ modifications that was not
anticipated in the contract for the Fitch Family Indoor Aquatic Center in the amount of $12,066.
2. Reject the change order.
CITY MANAGER'S RECOMMENDED ACTION:
This change order is a result of the City desiring bulk CO2 storage and directing RDG Planning and
Design and Story Construction to make this change. Because the cumulative total of this change order
and past change orders exceeds $50,000, Council approval is necessary to proceed with this change
order. Therefore, it is the City Manager's recommendation that the City Council adopt Alternate No. 1 as
stated above.
ATTACHMENT(S):
Attachment A - Change Order Log - 12-17-24.pdf
82
Contractor Change
Order #Description Amount Balance
Beginning Contingency
Balance $ 2,100,000
All Star Concrete 1 Precast Enbeds Install Change Contracts $ 10,010 $ 2,089,990
Core Construction 1 IDPH Permit Review, Precast Panel Joint Mods, Mechanical Louver Mods, Steel
Lintel, Precast Enbeds Install Change Contracts $ 22,065 $ 2,067,925
Core Construction 2 Misc. Structural Revisions & South Elevation Glazing Revised $ 3,979 $ 2,063,946
Lansink Construction 1 Wet Room Door Change, Multipurpose Room Cubbies $ 42,129 $ 2,021,817
Lansink Construction 2 Door 115A Change to FRP $ 2,858 $ 2,018,959
Lansink Construction 3 Interior Finishes $ 3,021 $ 2,015,938
Central States Roofing 1 IDPH Permit Review, Mechanical Louver Mods $ 1,647 $ 2,014,291
Orning Glass Company 1 Wet Room Door Changes $ (3,823) $ 2,018,114
Orning Glass Company 2 Window Frit Revisions $ 1,743 $ 2,016,371
Hilsabek Schacht 1 Wet Room Door Change $ - $ 2,016,371
Hilsabek Schacht 2 Door 115A Change to FRP $ - $ 2,016,371
Sande Construction 1 IDPH Permit Review Updates $ 1,370 $ 2,015,001
Brockway Mechanical 1 Hydronic Pumps Flow Update $ (2,320) $ 2,017,321
Brockway Mechanical 2 IDPH Permit Review Updates, 6" Storm Drain Relocation, Mechanical Louver
Mods, Glycol Feed Dual Pump $ 38,702 $ 1,978,619
Van Maanen Electric 1 IDPH Permit Review Updates $ 21,953 $ 1,956,666
Van Maanen Electric 2 Transformer Relocate $ 14,237 $ 1,942,429
Van Maanen Electric 3 Light Fixture SWA Dimming $ 4,679 $ 1,937,750
Con-Struct 1 Water Service Disconnect $ 7,747 $ 1,930,003
Con-Struct 2 Building Rubble Removal $ 45,419 $ 1,884,584
Iowa Pipe & Grading 1 Storm & Existing Water Utility Conflict & Sanitary Tie in at N. 2nd Ave $ 14,518 $ 1,870,066
Totals / Current Balance $ 229,934 $ 1,870,066
FITCH FAMILY INDOOR AQUATIC CENTER
CHANGE ORDER LOG
(As of 12/17/24)
Highlighted Rows Indicate New Change Orders Since the Last Update
83
To:Mayor and City Council
From:City Clerk's Office
Date:December 13, 2024
Subject:Contract and Bond Approval
Item No. 9
MEMO
There is no Council Action Form for the 2019/20 Storm Water Erosion Control Program
(Ioway Creek - 6th to 13th St) with Iowa Earthworks, of Huxley, Iowa . City Council
approval of the contract and bond for the project is simply fulfilling a State
Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
84
To:Mayor and City Council
From:City Clerk's Office
Date:December 13, 2024
Subject:Contract and Bond Approval
Item No. 10
MEMO
There is no Council Action Form for the 2023/24 Ames Plan 2040 Sanitary Sewer Utility
Infrastructure (265th Street Extension) with S.M. Hentges and Sons, Inc., of Jordan,
Minnesota. City Council approval of the contract and bond for the project is simply
fulfilling a State Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
85
To:Mayor and City Council
From:City Clerk's Office
Date:December 13, 2024
Subject:Contract and Bond Approval
Item No. 11
MEMO
There is no Council Action Form for the Ames City Hall Interior Updates Phase II with
GTG Construction, LLC, of Des Moines, Iowa. City Council approval of the contract and
bond for the project is simply fulfilling a State Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
86
To:Mayor and City Council
From:City Clerk's Office
Date:December 13, 2024
Subject:Contract and Bond Approval
Item No. 12
MEMO
There is no Council Action Form for the Ames/ISU Ice Arena Radiant Heat Replacement
Project with Converse Conditioned Air, Inc., of Ames, Iowa. City Council approval of
the contract and bond for the project is simply fulfilling a State Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
87
To:Mayor & City Council
From:John C. Joiner, P.E.
Date:Decmeber 13, 2024
Subject:Scenic Valley 6th Addition Financial Security Reduction
Item No. 13
MEMO
Please see attached documentation for a partial release of financial security on file with
the City.
ATTACHMENT(S):
Scenic Valley 6th Addition Partial Release 4.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
88
Smart Choice
Public Works Department 515.239.5160 main 515 Clark Ave. P.O. Box 811
Engineering 515.239.5404 fax Ames, IA 50010
www.CityofAmes.org
Public Works Department
515 Clark Avenue, Ames, Iowa 50010
Phone 515-239-5160 Fax 515-239-5404
December 9, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
RE: Scenic Valley 6th Addition Financial Security Reduction #4
Letter of Credit on File:#169
Mayor and Council Members:
I hereby certify that the following activities required as a condition for approval of the final plat
of Scenic Valley 6th Addition have been completed in an acceptable manner various
contractors.
1. Portions of Sidewalk, PCC, 4”
2. Sidewalk, PCC, 6”
3. Detectable Panel Warnings
The above-mentioned improvements have been inspected by the Engineering Division of the
Public Works Department of the City of Ames, Iowa, and found to meet City specifications and
standards.
As a result of this certification, it is recommended that the financial security for public
improvements on file with the City for this subdivisionbe reduced to $16,102.75. The remaining
work covered by this financial security includes portion of Sidewalk PCC 4”, and portion of street
trees.
Sincerely,
John C. Joiner, P.E.
Director
JJ/HI
cc:Finance, Planning & Housing, Subdivision file
89
Scenic Valley 6th Addition
Financial Security Reduction #3
September 18, 2023
Page 2
Remaining public improvements description and quantities to be completed and accepted.
item Description Unit Qty
31 Sidewalk, PCC, 4”SY 368
40 Street Trees EA 10
90
ITEM #:14
DATE:12-17-24
DEPT:PW
SUBJECT:NORTH SUNSET RIDGE SANITARY SEWER (798 N. 500TH AVENUE)
COUNCIL ACTION FORM
BACKGROUND:
The City Council approved a contract rezoning agreement for adoption of the Master Plan for North
Sunset Ridge Subdivision (798 N. 500th Avenue) on July 26, 2022. It was necessary to construct an
oversized 12” sanitary sewer through the North Sunset Ridge Subdivision to serve the land to the
west that is designated for future growth in Ames Growth Plan 2040.
The contract rezoning agreement includes a cost sharing provision for this sewer that requires the
developer to pay for the design and a proportionate share of the construction costs based upon
the equivalent costs of a standard 8” sanitary sewer. The remaining construction expenses are
considered “oversizing” costs to be paid for by the City, financed by the American Rescue Plan
Act funds.
On January 24, 2023, City Council awarded the contract to Rognes Corp. of Ankeny, Iowa in the
amount of $941,044.50. One change order was administratively approved by staff. Change Order No. 1
was approved to extend the completion date. Change Order No. 2 (balancing) is a deduction in the
amount of $1,094.66. The balancing change order reflects the actual measured quantities completed
during construction. Construction was completed in the amount of $939,949.84. A summary of final
expenses and corresponding revenues is shown below:
Funding Source Available Revenue Estimated Expenses
Hunziker Development Funds (Per
Agreement)$604,725
ARPA $1,065,000
Construction $939,949.84
Engineering/Administration $94,000.00
Total $1,669,725 $1,033,949.84
ALTERNATIVES:
1. Accept the North Sunset Ridge Sanitary Sewer (798 N. 500th Avenue) project as completed by
Rognes Corp. of Ankeny, Iowa in the amount of $939,949.84.
2. Direct staff to pursue changes to the project.
CITY MANAGER'S RECOMMENDED ACTION:
This project advances the City's commitment to provide infrastructure for new land development as
established in the Ames Growth Plan 2040. Therefore, it is the recommendation of the City Manager
that the City Council adopt Alternative No. 1, as described above.
91
ATTACHMENT(S):
Project Location.pdf
Certification Letter- 22-23 North Sunset Ridge Sanitary Sewer.pdf
92
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DESIGNED
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CHECKED
CLIENT PROJ. NO.R
1519 BALTIMORE DRIVE
AMES, IOWA 50010
Phone: (515) 233-6100
Email: Ames@bolton-menk.com
www.bolton-menk.com
DATEDESCRIPTION REV CITY OF AMES
NORTH SUNSET RIDGE
TLB
TLB
GAB
0A1.126400
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FEETSCALE
0 125 250
HORZ.M1.01
OVERALL LAYOUT
NOTES:
1.LOTS SHOWN ARE FUTURE AND FOR
REFERENCE ONLY
2.STREET LAYOUT SHOWN FOR FUTURE AND
FOR REFERENCE ONLY
93
Smart Choice
Public Works Department 515.239.5160 main 515 Clark Ave. P.O. Box 811
515.239.5404 fax Ames, IA 50010
www.CityofAmes.org
December 11, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
Dear Mayor and Council Members:
I hereby certify the 2022/23 North Sunset Ridge Sanitary Sewer (798 N. 500th Avenue)
project was completed in an acceptable manner by Rognes Corp. of Ankeny, Iowa, in the
amount of $939,949.84 and was inspected by the Public Works Department of the City of Ames,
Iowa.
Sincerely,
John C. Joiner, P.E.
Public Works Director
JCJ/lbc
cc: City Clerk, Finance, Contractor, Administrative Services, Project File
94
ITEM #:15
DATE:12-17-24
DEPT:P&H
SUBJECT:FY 2024/25 FALL DOWNTOWN FACADE GRANTS
COUNCIL ACTION FORM
BACKGROUND:
The Downtown Facade Grant Program was introduced in 2000 to facilitate private improvements to
downtown retail and other commercial storefronts (Attachment A - Map). City Council has modified the
program requirements multiple times within the past three years and has a fall and spring grant funding
round with different funding priorities for the fall for new front facade grants.
The City Council now annually budgets $75,000 as matching funds for eligible projects. The program
has allowed for up to $23,000 of dollar-for-dollar matching funds per front facade and up to $2,000 for
additional architectural services for standard facade grants. The program allows for the fall round an
opportunity for a Historic Rehabilitation Grant of up to $23,000. In September 2024, City Council
directed staff to prepare additional program updates for rear facades and historic building maintenance
to be available for the spring 2025 facade grant round of funding. For the 2024/25 fiscal year, the
balance of the Downtown Facade program is $179,665.
The program requires compliance with specified Design Guidelines that can be found on the Planning
Division website. The program requirements include a prerequisite of a ground floor use of office or
retail trade. Additionally, grant eligibility includes a requirement for proposed improvements to retain
the historic facade or for the removal of non-compliant elements consistent with the guidelines or to
pursue eligibility under the other facade guidelines.
However, there is an allowance for historic rehabilitation of character defining features of contributing
historic resources to the Downtown Historic District. Proposed improvements are intended to have a
significant positive visual impact on the building and the overall district. If grant requests exceed the
available funding, the program criteria for front facades includes preference for facades that have not
received funding in previous rounds. Attachment B provides an overview of the intent and process for
the facade grant program, and Attachment C outlines the scoring criteria. Attachments D, E, and F are
the current applications.
GRANT APPLICATIONS RECEIVED:
The City solicited applications for the first round of FY 2023/24 funding in October 2024 after the
Council discussion of future program changes in September. Four applicants applied and three grant
requests are being considered for this first round. (One of the requests was for the replacement of
existing awnings, which is not eligible for funding. This application is not included in the materials
presented to City Council.) A project summary, location map, and project design illustrations are
attached. The total requested grant funding is $61,785.
95
Address Business or Building
Name Amount Requested Total Project
218 & 220 Main Street Ames Silversmithing $17,960 $42,140
502 Burnett Avenue Great Harvest Bakery &
Cafe $20,000 $48,530
409 Douglas Avenue Vacant (Formerly Heroic
Ink)$23,825 $78,300
TOTAL $61,785 $168,970
220 Main Street:
The building at 220 Main Street is home to Ames Silversmithing. The subject structure was constructed
in 1990 with subsequent additions, including the demolition of a small building directly to the west of
the original Ames Silversmithing structure. The building is located in the National Register Historic
District but is a non-contributing resource.
In October 2023, the owners of Ames Silversmithing purchased the one-story building to the east, 218
Main Street, with the intent of expanding the jewelry business. That building at 218 had previously
been home to a boutique and, for many years before that, Hoshaw Fine Violins. After consulting with
an architect, the owners determined that expanding the business into the existing structure was not
feasible. Their intent is to demolish 218 and to add an addition with a facade that will match the
existing design and materials. The grant request is for the new building addition facade along Main
Street.
In 2004, Ames Silversmithing building received a facade grant for $16,000. In 2007, the building at 218
Main Street, then Hoshaw Fine Violins, received a facade grant for $2,140. There are no program rules
for maintaining improvements funded by past grants that prevent demolition or alteration of
improvements after the award. As a fall application, this request is for a new facade that has not
received a grant previously once the demolition of the former Hoshaw building is complete.
The property at 218 is narrower at the front than at the rear. The narrowness accommodates a staircase
that leads to the second story of 216 Main Street (Treats on a Leash is on the ground floor). The
property at 218 once contained a second story and it is possible that the staircase led to both the second
story of 216 and 218.
The current facade for 218 is unified for both the shop and the entryway to the second story. The
applicant is proposing to replace the facade of the shop with one that will match the facade of
Ames Silversmithing. The proposal is to replace the facade for the stairway with one that will
complement other Main Street facades. The parapet wall will be the same height as that of Ames
Silversmithing, and the space above the entryway will have a simple design in brick that
complements those on other parapet walls in Downtown Ames (Attachment D). The ZBA recently
approved an exception to allow the 1-story building addition.
The existing and proposed facades for Ames Silversmithing are red brick with generous display
windows. This is topped by a wood parapet wall with proportions that reflect the massing and
fenestration below.
96
WORK
ELIGIBLE COST
ESTIMATES TOTAL COST ESTIMATES
Facade $20,420 $20,420
Awning $1,500 $1,500
Parapet $7,500 $7,500
Eligible General Work $2,500 $2,500
Ineligible General Work $4,220
Total Before Design Fees $31,920 $36,140
Professional Design Fees $2,000 $6,000
Total $33,920 $42,140
The City's match will be $15,960 plus an additional $2,000 for design fees for a total of $17,960.
502 Burnett Avenue:
The building at 502 Burnett Avenue is home to Great Harvest Bakery and Cafe. The building was
originally constructed as a garage (the central opening was a roll-up garage door). The building to the
south was once the location of a filling station. Historic Sanborn maps show the building not present in
1926 and existing in 1947.
The building facade is brick with plain design elements, reflecting the utilitarian purpose for which it
was constructed. The facade is largely in its original condition regarding brick materials and the
openings for windows and the doors, although the roll up door was replaced with a modern entryway
when Great Harvest opened. The only alteration to the facade is a spot on the north of the facade where
what was possibly a vent was located (this is visible in the color change on the facade today).
The applicant is requesting to modify the facade with the addition of stone, an altered roof line,
and awnings (Attachment E). This facade is considered an "other" and not a traditional Main
Street style storefront for consistency with Design Guidelines. As a non-historic facade there is no
removal of non-compliant feature for eligibility of a grant since the materials and openings
already conform to guidelines, the grant request is focused on adding contemporary design
elements as an "other" facade. The Downtown Design Guidelines for "other" facades require that at
least 50% of the facade be brick, which the proposed design will meet by retaining existing materials. It
will also include contemporary commercial design elements that are required to be applied to the whole
facade. The applicant is proposing to add stone and extend the parapet wall up to emphasize the
entrance and to allow for a logo for the restaurant. Matching awnings will extend over the
windows and entrance.
The building sits right at the property line with the public right-of-way. Approving this grant will also
require a right-of-way encroachment permit to be obtained to allow for four inches of stone to
project into the ROW. Encroachment is discouraged but has been approved in some cases for facade
improvements with the understanding that the encroachment is subject to City maintenance and
insurance policies at the risk of the property owner. The Public Works Department will need five feet of
sidewalk clear from obstruction, which will need to be taken into account with the future permit.
97
WORK ELIGIBLE COST
ESTIMATES TOTAL COST ESTIMATES
Eligible General Work $3,100 $3,100
Awnings $11,500 $11,500
Stone $19,500 $19,500
Parapet $1,900 $1,900
Ineligible General Work $9,530
Total Before Design Fees $36,000 $45,530
Professional Design Fees $2,000 $3,000
Total $38,000 $48,530
The City's match will be $18,000 plus an additional $2,000 for design fees for a total of $20,000.
409 Douglas Avenue:
The building at 409 Douglas Avenue was awarded a facade grant in 2020, which has since lapsed
without the owner initiating the proposed project. The ground floor was previously home to Heroic Ink
Tattoo but has been vacant since that business moved to another location downtown. The second story
contains an apartment. Records state that the building was constructed in 1902. The building at 409 and
the adjacent building (originally the Masonic Temple, now the Octagon Center for the Arts) have a
unified facade, though these structures were built independently. Records show the Masonic Temple
was constructed in 1916.
Photographs from the 1900s show a different facade from the present one: A picture from 1928 shows
the present facade when the building housed Tilden's Grocery. The building at 409 may have changed
facades when the adjacent building was constructed. Another unique feature of the building is the wrap
of the entry around the alley corner with its two separated entrances for the retail space and second floor
apartment.
The building at 409 is a contributing property to the Ames Main Street National Register Historic
District and maintains its historic integrity of original building materials and architectural design
features. Notably, the building has original prism glass transom in place. The transom glass is
secured in place by a transparent plastic covering to protect the transom in its current condition
that needs rehabilitation.
The transom windows are original to the facade: they are leaded, prism glass windows and the
glass appears to be in good condition. Leaded glass windows do require repair over time-the lead
weakens and the glass panes begin to shift. Leaded windows were used for transoms to
accommodate the prism glass, which worked to reflect light into the interior of the store.
Maintaining these windows is considerably more expensive than replacing them, as the work to
restore them is specialized and labor intensive.
The present application is substantially the same as the previous application from 2020. The applicant
98
proposes to replace the wood bulkhead under the plate glass windows with brick, in accordance with the
Design Guidelines. The plate glass windows will be replaced in conjunction. The proposal also includes
replacing the second story windows with windows that fit the openings; the present windows are too
small for the opening and are surrounded by wood to fill the gap. The applicant also proposes an
optional awning across the top of transom.
The proposed facade work is the first project staff believes could take advantage of the Council's
recent amendment to the Downtown Facade Grant Program to make restoration of historically
significant, character-defining features eligible for grant funding . In the fall round of funding, a
facade is eligible for a traditional grant (compliance with the Design Guidelines) and for an additional
grant for the restoration of historically significant, character-defining features. These windows qualify
for this restoration grant, which was created in part with these types of original transom windows
in mind. However, after discussing with staff the prospect of retaining the transom glass, the
applicant has not chosen to seek this additional grant funding.
The applicant intends to remove the transom windows and replace them with frosted/translucent glass
which is a similar treatment to other buildings that replaced filled-in transoms. A matching grant of
$23,000 is available for the facade and an additional $23,000 for the restoration. The applicant has
stated that he does not have the funds at this time to restore the transom windows, but he would like to
keep the windows and restore them when funds become available.
The National Register Historic District does not come with restrictions regarding modifications to any
structure, even those buildings that are contributing resources. Downtown is not within a local historic
district, which would likely come with greater restrictions on modifications. The facade program itself
intends to assist in restoring traditional historic downtown character, but it does not directly address
situations like this where a proposal meets design requirements but also removes substantial historic
features. The program relies on an incentive to encourage the facade grants rather than mandatory
design restrictions to enhance downtown. As such, the City cannot prevent the owner of 409 Douglas
Avenue from removing the transom windows if they are taking the actions on their own.
As an incentive program it is discretionary for Council to award grants and to determine what
conditions or scope of work the grant applies to in terms of meeting the intent of the program.
Although on rare occasions grants have been denied or conditioned based on lack of visual impact or
consistency with mandatory elements of the guidelines, there has not been an instance such as this with
a significant preservation issue that staff is aware of. Council could choose to award the grant as
request, decline to award or modify the award due to removal of the historic features, or approve
with the condition of retaining the prism glass transom and award additional historic
rehabilitation grant funds up to the maximum amount.
WORK ELIGIBLE COST
ESTIMATES TOTAL COST ESTIMATES
Materials
Second Story Windows $15,200 $15,200
Bulkhead $1,600 $1,600
Storefront Windows $7,200 $7,200
Awning $3,500 $3,500
Other $18,200
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Labor
Second Story Windows $2,400 $2,400
Bulkhead $1,600 $1,600
Storefront Windows $2,400 $2,400
Awning $1,500 $1,500
Other $12,800
Construction Management $8,250 $8,250
Ineligible Construction
Management $1,650
Total Before Design Fees $43,650 $76,300
Architectural Design Fee $2,000 $2,000
Total $45,650 $78,300
The City's match will be $21,825 plus an additional $2,000 for design fees for a total of $23,825.
ALTERNATIVES:
1. Approve the Downtown Facade Improvement Grants as proposed by the applicants for:
a. 220 Main Street for up to $15,960 in estimated eligible costs for a new facade and $2,000
in design fees.
b. 502 Burnett Avenue for up to $18,000 in estimated eligible costs and $2,000 in design fees
with the condition of approval of obtaining an encroachment permit prior to staff's
approval of a Notice to Proceed.
c. 409 Douglas Avenue for up to $21,825 in estimated eligible costs and $2,000 in design fees
(No additional conditions)
2. Approve the Downtown Facade Improvement Grants as described in Alternative #1, but place
conditions on the 409 Douglas Avenue grant to require preservation of the transom
windows, incorporate them into the current facade improvement project, and provide an
updated scope of work and budget with an allowance for up to an additional $23,000 of an
historic rehabilitation grant, prior to receiving a Notice to Proceed from staff.
3. Modify the award amounts, conditions, or decline to award a grant to any or all of the applicants
based upon the finding that any of the proposed projects do not meet the intent of the program or
its requirements.
4. Defer action and ask staff or the applicant(s) for additional information.
CITY MANAGER'S RECOMMENDED ACTION:
The Downtown Facade Grant application solicitation has resulted in three requests for a total of
$61,785. City staff has determined that the proposed Downtown Facade Improvement projects for the
buildings at 220 Main Street and 502 Burnett Avenue comply with the requirements of the program.
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The project at 409 Douglas with its improvements can also be found consistent with program
guidelines, but the proposal also brings up the question of intent of the program regarding
character defining historic features and their preservation. The leaded, prism glass transoms at 409
Douglas Avenue present a conundrum to the City. Council recently both increased the grant award
amount and expanded eligibility to include the restoration of historically significant, character-defining
features, but at the same time did not define any specific preservation expectations within the program.
There is adequate funding available for the requests and there is there is also available funding to add a
historic rehabilitation grant to 409 Douglas. Assuming the Council finds the three proposed projects
are consistent with the design requirements and the intent of the program, it is the
recommendation of the City Manager that the City Council approve Alternative #1, as described
above.
If Council believes the Facade Program intent should emphasize historic preservation with the
financial incentives for facade grant approvals, particularly for 409 Douglas, it would approve
Alternative #2.
ATTACHMENT(S):
Attachment A - Map.pdf
Attachment B - Program Overview.pdf
Attachment C - Scoring Criteria.pdf
Attachment D - 220 Main Street.pdf
Attachment E - 502 Burnett Avenue.pdf
Attachment F - 409 Douglas Avenue.pdf
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Attachment A
Eligibility & Applicant Location Map
102
Attachment B
Downtown Façade Grant Review
There are two façade grants:
1. Modifications to bring façades into compliance with the Downtown Design Guidelines.
2. Rehabilitation of historically significant, character-defining features.
Requirements for Downtown Design Guidelines Façade Grants
▪ The building must be located downtown within boundaries established by City Council.
▪ The ground floor must be Office Uses or Trade Uses as defined by the Ames zoning
ordinance.
▪ The façade design must comply with the Downtown Design Guidelines.
▪ Improvements to historic façades shall include replacing non-compliant elements with
compliant elements. Maintenance is not eligible for grant funding.
▪ Residential structures and buildings owned by the government, churches, and other religious
institutions are not eligible.
▪ No façade grant shall exceed $23,000.
▪ The Ames Planning Division shall administer the Grant Program and prepare eligibility
requirements, terms, and application forms as necessary for effective implementation.
Downtown Design Guidelines Program Logistics
The following process for review of applications for façade grants provides time to inform all
potential applicants of the opportunity, to work with applicants, applicants to prepare submittals
and for staff to review applications and report to City Council. Two grant periods will be planned
for each fiscal year.
First Grant Period
For this first grant period, preference for grant awards will be given to:
- façades that have not received any previous grant funding
- front façades
Action Steps:
▪ Staff will inform all property and business owners of grant availability, process, and deadlines.
▪ Staff will work with applicants to define the project, ensure that it meets the guidelines, and
assure that it is feasible and can be completed within the time frame.
▪ Applications will be accepted in the summer, as early as June.
▪ Staff will review and score applications and report to City Council in July or August for
awarding grants.
▪ Projects may then start in the fall and be potentially completed before the holiday shopping
season or completed the following year.
Second Grant Period
If the entire budget is not committed in the first grant period in each year, a second grant period
will begin in October for projects to be implemented the following spring/summer. While façades
on Main Street and façades for which no previous grants have been awarded will still receive first
preference in this second grant period, all downtown grant requests will be considered and
potentially approved if funds remain after all first-preference proposals are awarded.
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Requirements for Rehabilitation of Historically Significant,
Character-Defining Features
▪ The work must retain and restore the architectural feature related to the building’s historic
significance. Examples include original windows, transoms, decorative cornices. Maintenance
activities of a building are not eligible.
▪ The architectural features must relate to the front façade.
▪ The building must be a contributing structure to the National Register Ames Main Street
Historic District or otherwise an individually listed Historic Resource on the National Register.
Rehabilitation Program Logistics
Two grant periods will be planned for each fiscal year.
First Grant Period
The Rehabilitation Grant may only be applied for in conjunction with work eligible for the standard
grant. A property may be awarded a total of $46,000 for one façade ($23,000 for compliance with
Downtown Design Guidelines and $23,000 for rehabilitation of historically significant, character-
defining features). Only one Rehabilitation Grant may be approved for a property in this round.
Action Steps:
▪ Staff will inform all property and business owners of grant availability, process, and deadlines.
▪ Staff will work with applicants to define the project, ensure that it meets the guidelines, and
assure that it is feasible and can be completed within the time frame.
▪ Applications will be accepted in the summer, as early as June.
▪ Staff will review and score applications and report to City Council in late summer for awarding
grants.
▪ Projects may then start in the fall and be potentially completed before the holiday shopping
season or completed the following year.
Second Grant Period
A Rehabilitation Grant applies to historically significant, character-defining features by
themselves, and need not be in conjunction with other work. Grants can be awarded
independently for significant features, for a maximum of $23,000.
Conditions of Grant Approval
▪ Grantees must receive a notice to proceed from the City prior to starting work.
▪ Grantees must apply for a notice to proceed within 9 months of the approval of the grant.
▪ Construction must be completed within 1 year of issuance of the notice to proceed.
▪ Any required building code and/or safety improvements to a structure must be completed
before grant work proceeds or before grant funds are paid.
▪ If a grantee does not move forward with a project consistent with the Program’s Eligibility and
Terms, including the program logistics, the award will be considered forfeited.
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Attachment C
Scoring Criteria
For each category, the following criteria shall be used to award points:
VISUAL IMPACT Maximum Score 30 Points
▪ Improvements apply to more than one story on one façade
▪ Improvements apply to more than one 25-foot wide bay on one façade
▪ Improvements will create more visual significance because:
- key, highly visual elements of the building are being improved
- the building is prominently visible due to its location (E.g., it serves as a focal point from
a street, is at a prominent intersection, or is larger than other buildings around it)
FINANCIAL IMPACT Maximum Score 30 Points
▪ Matching funds exceed the minimum dollar-for-dollar match
▪ The project includes improvements being made to
- ensure public safety,
- establish or preserve the building’s structural integrity
- resist water and moisture penetration
- correct other serious safety issues
▪ The façade project is part of a larger project that improves other exterior or interior parts of
the building
▪ The project helps to make use of space that has been unoccupied or used only for storage
EXTENT OF IMPROVEMENTS Maximum Score 20 Points
The number points granted in this category shall be based upon the number of elements from the
Downtown Design Guidelines being improved. More improved elements deserve more points.
HISTORIC FAÇADES (such as Café Diem): OTHER FAÇADES (such as Wheatsfield):
▪ Display windows ▪ Quality materials
▪ Transoms ▪ Façade modulation
▪ Masonry (includes removing cover-up) ▪ Fenestration
▪ Upper floor windows ▪ Roof
▪ Parapet and cornices ▪ Awnings
▪ Awnings and canopies ▪ Building entrances
▪ Entrance
▪ Kickplate
HISTORIC DESIGN Maximum Score 20 Points
▪ Project includes historically appropriate materials and restoration techniques
▪ Project goes beyond basic rehabilitation and re-establishes a more historically accurate
appearance than other projects
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Attachment D
220 Main Street
106
Attachment E
502 Burnett Avenue
107
108
Attachment F
409 Douglas Avenue
109
ITEM #:16
DATE:12-17-24
DEPT:P&H
SUBJECT:WAIVER OF SUBDIVISION ACCESS STANDARDS AND APPROVAL OF
PLAT OF SURVEY FOR 1420 SOUTH GRAND AVENUE AND 623 SOUTH
16TH STREET
COUNCIL ACTION FORM
BACKGROUND:
Kwik Trip Inc. intends to purchase two lots and consolidate them for development of gas station at 623
S. 16th Street. The subject lots were part of a subdivision approved in 2014. With the boundary line
adjustment to merge the parcels, the applicant is requesting a waiver of subdivision regulations that
restricts access from a lot to an arterial street (see Attachment A).
Randall Corporation is the property owner and is selling the property to the Kwik Trip company.
Randall Corporation was the original developer of the subdivision and at that time access was
designated to be shared between multiple properties to manage access in this area. Shared access exists
on the east side of the site and the north side of the site.
To facilitate circulation on the consolidated site, the applicant proposes to construct a right-in and right-
out access directly onto S. Grand Avenue at the middle of the site. To allow for this access, a raised
median approximately four feet wide will be constructed between the existing painted lines separating
north-bound and south-bound traffic. The median will limit access to and from S. Grand Avenue to a
right-in/right-out traffic movement. The width of the access will be twenty-four feet to meet SUDAS
standards (see Attachment B). The Public Works Department supports the right-in/right-out
traffic circulation with the requirements for a raised traffic median between S. 16th Street and
the access north of the proposed convenience store site as meeting SUDAS spacing requirements.
Full access to the site will be maintained through the two shared access drives to the north and the east.
A Plat of Survey application (see Attachment C) has been received that combines the two parcels
through a boundary line adjustment into a single parcel for development of the site with a Kwik Star
convenience store. The Plat of Survey and the related Site Development Plan cannot be administratively
approved by staff without the approval of the waiver by the City Council. With Council approval of the
waiver, staff will complete the review of the project and formally approve the Plat of Survey by the
Planning and Housing Director.
Subdivision Access and Waiver Standards
The relevant subdivision standard regarding access is provided below:
Section 23.403(9)(b). Lots created by subdivision shall not have direct access to any arterial street,
except in the case where an existing platted lot had direct access to an arterial street prior to the
adoption of these regulations and the owner of such lot now seeks to resubdivide. A frontage road
separated from an arterial street by a planting or grass strip and having access to the arterial street at
suitable points may be used as a means to provide access to lots created by subdivision.
The standard for a subdivision regulation waiver by the City Council is below:
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Section 23.103(1). Where in the case of a particular subdivision, it can be shown that strict compliance
with the requirements of the Regulations would result in extraordinary hardship to the Applicant or
would prove inconsistent with the purpose of the Regulations because of unusual topography or other
conditions, the City Council may modify or waive the requirements of the Regulations so that
substantial justice may be done and the public interest secured provided, however, that such
modification or waiver shall not have the effect of nullifying the intent and purpose of the Regulations.
In no case shall any modification or waiver be more than necessary to eliminate the hardship or
conform to the purpose of the Regulations. In so granting a modification or waiver, the City Council
may impose such additional conditions as are necessary to secure substantially the objectives of the
requirements so modified or waived.
In this particular case, the proposed access onto S. Grand Avenue allows for separation of
customer vehicles from delivery truck traffic accessing the site from the north and the east to
deliver fuel and provide other consumer items for consumer goods in the convenience store. The
median provides added safety for motorists on Grand Avenue with the limitation of right-
in/right-out traffic movements.
ALTERNATIVES:
1. Approve the request for a waiver from the Subdivision regulations, in accordance with Section
23.103(1), of the restriction for access from a lot to an arterial street, as specified in in Section
23.403(9)(b) of the Municipal Code, and authorize the Planning & Housing Director to approve
the Plat of Survey for the properties located at 1420 S. Grand Avenue and 623 S. 16th.
2. Deny the request for a waiver of the Subdivision Ordinance standards restricting access from a lot
to an arterial street, as specified in Section 23.403(9)(b) based on the finding that the proposal
does not meet City Subdivision Ordinance Standards for the granting of a waiver in Section
23.103(1) of the Municipal Code.
3. Refer this request back to staff and/or the owner for additional information.
CITY MANAGER'S RECOMMENDED ACTION:
The request for a waiver from the Subdivision Ordinance standards restricting access from a lot to an
arterial street can be supported by staff given the proposed access will be restricted to a right-in/right-
out access with a raised median on S. Grand Avenue to provide an access for customers that is separate
from the accesses to be used by delivery truck traffic for fuel and for consumer goods in the proposed
convenience store. Waiver of the Subdivision standards restricting access to an arterial street would
also enable the City Council to authorize approval of the Plat of Survey for the subject properties.
Therefore, it is the recommendation of the City Manager that the City Council approve Alternative #1.
ATTACHMENT(S):
Attachment A.pdf
Attachment B.pdf
Attachment C.pdf
111
112
113
114
115
ITEM #:17
DEPT:P&R
December 17, 2024
Staff Report
FITCH FAMILY INDOOR AQUATIC CENTER PROPOSED OPERATING BUDGET
BACKGROUND:
At the start of this project, the tax subsidy for the Fitch Family Indoor Aquatic Center (FFIAC) was
estimated to be in the range of $350,000 to $400,000 annually. As the project has progressed, staff has
gained a better understanding of building operations and the community’s desire for programming
within the facility. This report explains the budgets for 1) FFIAC as a standalone building, 2) Aquatics
budget without and with FFIAC included, and 3) Parks and Recreation General Fund budget without
and with FFIAC included. These proposed budgets are for FY 2025/26. The tax subsidy impact of
FFIAC on each of these budgets is also explained.
Please note that these budgets were developed using the facility schedule and fee schedule presented to
City Council at its December 10, 2024 meeting. Additionally, there are several other factors used when
developing expense and revenue projections for the FFIAC budget and are shown below:
Staffing expenses include FY 2025/26 payroll projections for full-time staff and the mid-point of
the pay range for temporary and part-time employees
Utility cost projections were received from the project's MEP (Mechanical, Electrical, Plumbing)
consultant, assuming no solar installation for the initial years
Other City department's were consulted with to determine cost of internal services (e.g.
technology replacement and maintenance, risk insurance, etc.)
A conservative approach was used when developing revenue projections
A four-year average of Furman Aquatic Center season passes sold was used as a basis for
projecting FFIAC season pass sales. Staff further reduced the averages of past sales, however, to
account for the unpredictability of an indoor aquatic center versus an outdoor aquatic facility.
The results of the FFIAC survey regarding interest in participating in programs and activities was
used in projecting FFIAC season pass sales
Staff did contact other aquatic facilities but did not find comparable facilities to FFIAC
The expense side of the ledger is something staff can control through efficient and effective use of
resources. Revenues on the other hand, are more difficult to forecast until there is some historical data
to use. What follows is staff's best guess as to usage.
FFIAC Operational Budget Summary for a Full Year of Operation
Although FY 2025/26 will not include a full year of operation, it is important to understand what a full
year of operation may look like. The table below shows a full year of operations with a tax subsidy
of $281,656 which is much lower than originally estimated. This budget does include the addition of
two FTE’s with the positions added being an Aquatics Coordinator and a Principal Clerk. Over
$800,000 of this budget is for full-time and part-time wages and benefits.
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Table 1 – FFIAC Budget for Full Year of Operation
Category FFIAC
Expenses $ 1,138,043
Revenues $ 856,387
Tax Subsidy $ 281,656
Recovery %75%
FFIAC Operational Budget Summary for FY 2025/26 (January – June 2026)
FFIAC is anticipated to begin operations in January 2026, thus the budget shown below is for a partial
year. Staff has developed this budget using 65% of a full year of expenses and 55% of full year of
revenues. The 65% equates to just under eight months of operation as it will be necessary to hire/train
staff, move equipment/furniture in, and operate the building prior to the Aquatic Center being open to
the public. The tax subsidy is $268,715, higher than an estimated full year of operation mainly due
to a lower percentage of revenues being realized as compared to a higher percentage of expenses.
Table 2 – FFIAC FY 2025/26 Budget (January – June 2026)
Category FFIAC
Expenses (65% of Full Year) $ 739,728
Revenues (55% of Full Year) $ 471,013
Tax Subsidy $ 268,715
Recovery % 64%
Aquatics Budget without FFIAC Included for FY 2025/26
Staff has developed the FY 2025/26 Requested Budget for Aquatics and is shown in the following table.
This budget includes Furman Aquatic Center and swim lessons, but not FFIAC except for Risk
Insurance. The tax subsidy for the Aquatics budget is $257,932.
Table 3 – Aquatics FY 2025/26 Budget without FFIAC
Category All Aquatics
Expenses $ 1,091,558
Revenues $ 833,626
Tax Subsidy $ 257,932
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Recovery %76%
Aquatics Budget with FFIAC Included for FY 2025/26
This budget below includes the expenses and revenues from Tables 2 and 3 to show the Aquatics budget
with FFIAC included. Some expenses in the FFIAC budget are already included in the Aquatics budget
so they were removed in Table 4 below. These expenses include the Aquatics Manager salary/benefits,
risk insurance, and funding for a Recreation Assistant (this will not be needed with the addition of an
Aquatics Coordinator). Additionally, expenses were increased to account for 50% of the Aquatics
Coordinator salary/benefits that will be allocated to Furman Aquatic Center and Swim Lessons.
The overall tax subsidy for the Aquatics budget will be $471,395. However, the impact the FFIAC
budget has on the Aquatics budget is reduced from $268,715 shown in Table 2 to $213,463. The
$213,463 is derived from taking the subsidy from Table 4 ($471,395) minus the subsidy from Table 3
($257,932).
Table 4 – Aquatics FY 2025/26 Budget with FFIAC
Category All Aquatics
Expenses $ 1,776,034
Revenues $ 1,304639
Tax Subsidy $ 471,395
Recovery %73%
Parks and Recreation General Fund Budget without FFIAC for FY 2025/26
Similar to Table 3, staff has developed the FY 2025/26 Requested Budget for Parks and Recreation
shown in Table 5. This budget includes all Parks and Recreation General Fund activities, but not
FFIAC except for Risk Insurance. The tax subsidy for the General Fund budget is $2,916,517.
Table 5 – P & R General Fund FY 2025/26 Budget without FFIAC
Category P & R Gen Fund
Expenses $ 5,932,419
Revenues $ 3,015,902
Tax Subsidy $ 2,916,517
Recovery %51%
Parks and Recreation General Fund Budget with FFIAC for FY 2025/26
This budget includes the expenses and revenues from Tables 2 and 5 to show the General Fund budget
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with FFIAC included. Some expenses in the FFIAC budget are already included in the General Fund
budget so they were removed in Table 6 below. These expenses include the Aquatics Manager
salary/benefits, risk insurance, Maintenance Specialist salary/benefits, Maintenance Worker
salary/benefits, and funding for a Recreation Assistant (this will not be needed with the addition of an
Aquatics Coordinator). Additionally, expenses were increased to account for 50% of the Aquatics
Coordinator salary/benefits that will be allocated to Furman Aquatic Center and Swim Lessons.
The overall tax subsidy for the General Fund budget will be $3,084,105. However, the impact the
FFIAC budget has on the General Fund budget is reduced from $268,715 shown in Table 2 to $167,588.
The $167,588 is derived from taking the subsidy from Table 6 ($3,084,105) minus the subsidy from
Table 5 ($2,916,517).
Table 6 – P & R General Fund FY 2025/26 Budget with FFIAC
Category P & R Gen Fund
Expenses $ 6,571,020
Revenues $ 3,486,915
Tax Subsidy $ 3,084,105
Recovery %53%
OPTIONS:
1. Approve in concept the proposed budget as presented.
2. Provide direction to staff regarding potential changes.
STAFF COMMENTS:
Staff has spent considerable time developing this proposed budget and understands certain assumptions
were used in the process. If Council agrees in concept with the budget outline above, Option 1 above
should be selected. There will be additional opportunities for Council to provide input on this budget
when the Departmental budgets are presented in February 2025.
ATTACHMENT(S):
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ITEM #:18
DATE:12-17-24
DEPT:P&H
SUBJECT:CITY-WIDE URBAN REVITALIZATION AREA PLAN AMENDMENTS
COUNCIL ACTION FORM
BACKGROUND:
City Council approved an Urban Revitalization Area (URA) and Plan on April 23, 2024 to incentivize
the construction of new ownership housing. The URA designation applies city-wide to eligible new
residential construction meeting the Plan's requirements to be "Qualified Real Estate," including that the
improvements:
i. Are for residential dwelling with its related improvements, for the actual value of improvements
up to a maximum value of $500,000.
ii. Received a building permit from the City of Ames, Iowa prior to December 31, 2027.
iii. Are completed in conformance with zoning and building code standards of the Ames Municipal
Code.
iv. Have a residential assessment classification, regardless of underlying zoning. Property classified
as agricultural or zoned agricultural is not eligible.
v. Are owner-occupied, inclusive of all building types with individual defined ownership, including
single-family detached, single-family attached, condominiums, accessory, dwelling units, and
two-family homes.
vi. Are located on a vacant lot that was not previously developed with a single-family dwelling that
was demolished to allow for new improvements.
Qualified Real Estate is eligible for a partial property tax exemption on the first $500,000 of eligible
improvements on five-year sliding scale as follows:
Year 1 - 100%
Year 2 - 80%
Year 3 - 60%
Year 4 - 40%
Year 5 - 20%
The total estimated value of the incentive, based upon 2024 tax levy rates excluding school tax levies
(per state law), is $11,000 for a $500,000 home.
At its November 26, 2024, meeting, Council directed staff to prepare an amendment to URA Plan
to include an alternative tax abatement criteria and incentive schedule for the construction of new
ownership housing that also supports the City's Climate Action Plan goals for reduced carbon
emissions.
Qualified Real Estate under this program will include new owner-occupied residential construction
meeting current eligibility requirements, plus two additional requirements:
1. The dwelling is all-electric for heating, cooling, and appliances with no natural gas service line;
and
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2. Has a solar array installed that offsets at least 50% of its projected energy usage per requirements
of the International Energy Conservation Code (IECC).
The five-year sliding scale for this all-electric and solar home program will be as follows:
Year 1 - 100%
Year 2 - 100%
Year 3 - 100%
Year 4 - 80%
Year 5 - 60%
This will yield an estimated maximum of $5,180 of additional incentive value for a $500,000 home, for
a total of $16,180 in estimated incentives. Coupled with federal tax credits offsetting 30% of the cost of
a solar system and utility rebates, the additional tax abatement incentive will help consumers reduce the
payback period of a solar array to an estimated 13-15 years versus 20 years without a city incentive.
Payback will vary greatly depending on utility providers and rates.
The alternative tax abatement program will have the same application process and ending date as the
existing program. Improvements must be initiated prior to December 31, 2027. The first application for
an exemption must be filed by February 1 of the assessment year for which the exemption is first
claimed.
In addition to this amendment, staff has also prepared an amendment to the URA boundaries to
include a recently annexed area of land along N 500th Avenue, north of Lincoln Way and south of
Ontario (see Attachment A for a map of the area). The URA Plan acknowledges that when the City
annexes additional lands, an amendment to the Plan is required to incorporate the new lands into the
URA boundaries. This process is outlined in Iowa Code Chapter 404. The proposed amendment to the
boundaries will ensure they reflect all areas annexed into the City through December 31, 2024.
Attachment B includes the Plan reflecting both proposed amendments.
ALTERNATIVES:
1. Approve an amendment to the Urban Revitalization Area Plan to:
a. Include an alternative tax exemption schedule and an additional eligibility requirements for
solar installation with new construction of ownership housing, as described in Attachment
B.
b. Modify plan boundaries to include property that has been annexed to the City through
December 31, 2024.
2. Approve the amendments to the Urban Revitalization Area Plan as described in Alternative No.
1, with modifications.
3. Do not amend the Urban Revitalization Area boundaries and Plan.
CITY MANAGER'S RECOMMENDED ACTION:
An all-electric home with a solar system that offsets 50% of its energy usage would reduce projected
carbon emissions from the average new energy-rated Ames home by 43%. As Ames' energy portfolio
approaches 50% renewables, emissions reductions could reach 70% compared to a standard home and
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the payback would increase concurrently. The draft amendment reflects the direction of the City
Council and incorporates areas of the City that have been annexed since the original Plan and area were
c r e a te d . Therefore, it is the recommendation of the City Manager that the City Council approve
Alternative #1a-b, as described above.
ATTACHMENT(S):
Attachment A - Annexation Area Map
Attachment B - Amended Plan
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WILDER LN
WILDER PL
LINCOLN WAY
WILDER AVE
ONTARIO ST
WESTFIELD DR
TODD DR
TABOR DR
GREENE ST
HARTFORD DR
UTAH DR FLORIDA AVE
DURANT ST
ALLERTON DR SPRINGBROOK DR
WESTBEND DR
ELLSTON AVE
SCHUBERT ST
DOVER DR
OKLAHOMA DR
WESTFIELD RD
FREMONT AVE
IDAHO CIR
ONTARIO STONTARIO ST
N 500TH AVE
LINCOLN HIGHWAY
N 500TH AVE
LINCOLN HIGHWAY
We st A nnexation Location Map´
West Annexation Shaded Properties
Legend
AMES INCORPORATED LIMITS
PARCELS
STREET LABELS - ALL @ 50000FT
Private
ISU Road
City Road
County Secondary
County Hwy
State Hwy
US Hwy
US Interstate Hwy 123
1
Final December 5th, 2024
City of Ames
Citywide Urban Revitalization Area Plan
April 9th, 2024 Public Hearing Approving
Amendments:
December 17th, 2024
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2
Final December 5th, 2024
Citywide Urban Revitalization Area Plan
Background.
Iowa Code 404 allows for a City to address revitalization needs of the community through a process of
designating revitalization areas. The purpose for revitalization within the Citywide Plan is to support
construction of new housing within the City. The primary purpose of the plan is to provide a partial
property abatement incentive for qualified real estate that is consistent with the criteria of the approved
plan.
The portion of the Act codified at Section 404.1 of the Iowa Code provides that the City Council
may, by ordinance, designate an area of the city as a revitalization area, if that area is any of the
following:
1. An area in which there is a predominance of buildings or improvements, whether
residential or nonresidential, which by reason of dilapidation, deterioration, obsolescence,
inadequate provision for ventilation, light, air, sanitation, or open spaces, high density of
population and overcrowding, the existence of conditions which endanger life or property
by fire and other causes or a combination of such factors, is conducive to ill health,
transmission of disease, infant mortality, juvenile delinquency or crime, and which is
detrimental to the public health, safety, or welfare.
2. An area which by reason of the presence of a substantial number of deteriorated or
deteriorating structures, predominance of defective or inadequate street layout,
incompatible land use relationships, faulty lot layout in relation to size, adequacy,
accessibility or usefulness, unsanitary or unsafe conditions, deterioration of site or other
improvements, diversity of ownership, tax or special assessment delinquency exceeding
the actual value of land, defective or unusual conditions of title, or the existence of
conditions which endanger life or property by fire and other causes, or a combination of
such factors, substantially impairs or arrests the sound growth of a municipality, retards
the provision of housing accommodations or constitutes an economic or social liability
and is a menace to the public health, safety, or welfare in its present condition and use.
3. An area in which there is a predominance of buildings or improvements which by reason
of age, history, architecture or significance should be preserved or restored to productive
use.
4. An area which is appropriate as an economic development area as defined in Section
403.17.
5. An area designated as appropriate for public improvements related to housing and
residential development, or construction of housing and residential development,
including single or multifamily housing.
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Housing Needs
The City of Ames has had a slower pace of residential development since 2020 with the impact of COVID
19 than before 2020. Commercial and industrial development has been relatively stable in this same
timeframe, but the jobs housing imbalance has grown more pronounced putting more pressure on the
housing demand and pricing and making housing less attainable. During 2023, the impact of inflation
and higher interest rates caused a 5 year low in production of new housing with only 62 units of single
and single family attached units built in total.
At the same time the City has seen a decrease in housing production, the City of Ames adopted a new
Comprehensive Plan that identifies housing priorities for the City to expand opportunities for all types of
housing within the community and to encourage construction of additional ownership housing to
balance out the current owner/ renter tenure mix of the City. Plan 2040 accommodates growth of more
than 15,000 people over the next 17 years, which equates to potential housing construction averages of
300 housing units a year for single family and multi-family development. The Plan identifies priorities
for expansion of the City to meet the bulk of the City’s new housing needs in defined growth areas to the
North, East, South, and West, but also emphasizes infill opportunities for redevelopment areas and for
small context sensitive housing options in existing neighborhoods.
Based upon the City recently approved Ames Plan 2040, support for a wide variety of housing types and
the public facilities are suitable for such new development, the City is qualified to designated the entire
city and Urvan Revitalization Areas for housing construction. Note that establishing a citywide URA does
not change existing land use designations or zoning regulations that apply to properties. All housing to
be constructed will be required to be consistent with ordinances, standards, and policies that are in
place for use and development of property.
Climate Action Plan and New Housing Construction
There is significant overlap in the need for new housing construction and need for this housing to be
sustainable related to the City’s climate goals. The Ames City Council accepted the City’s Climate Action
Plan (CAP) on June 13, 2023. The CAP focused on achieving a greenhouse gas emissions reduction of 83%
by 2030 and net-zero by 2050 so that the community does not significantly contribute to exceeding a
1.5-degree Celsius increase in global temperature. The Plan identified six implementation strategies or
the “Six Big Moves” after modeling reductions possible through various actions necessary to achieve the
reductions goal.
One of these strategies is that all new buildings constructed in 2026 and thereafter after will be net-zero
ready and by 2030, net-zero. The CAP also indicates these homes as all-electric. An all-electric home with
a solar system that offsets 50% of its energy usage would reduce carbon emissions from the average
HERs-rated Ames new home by 43%. As Ames' energy portfolio approaches 50% renewables, emissions
reductions could reach 70% compared to a standard home. Cumulatively per the CAP, this would prevent
195,000 metric tonnes of C02 emissions.
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Objectives of the Plan
Objectives of this Plan are to encourage new housing construction to increase the total amount of single-
family housing built within the City, to encourage a more diverse range of building types, support
expansion of ownership housing choices in the City, to primarily benefit construction of housing
attainable to moderate income and other workforce housing needs, utilize existing and planned
infrastructure in support of expanded housing options, and encourage housing that support’s the City’s
Climate Action Plan goals.
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Final December 5th, 2024
CITYWIDE URBAN REVITALIZATION PLAN FOR NEW
OWNSERSHIP HOUSING CONSTUCTION
1. Legal Description: The Urban Revitalization Area includes all property within the City limit of
Ames. The general legal description of boundary of the city along with the current map of the City
boundaries is included within Exhibit A. The Plan boundaries, may be amended by the City Council
in the future as permitted by law, including for the purpose of adding additional land annexed to
the city.
2. Assessed Valuation: A list setting forth the existing assessed valuation of the real estate in the
Urban Revitalization Area, listing the land and building values separately is attached hereto as
Exhibit B. Exhibit B is a digital file available for review upon request.
3. Owners: Name & Address: A spreadsheet based upon Story County Assessor Records for
owners is included as Exhibit B. Exhibit B is a digital file available for review upon request.
4. Zoning District and Classification: The Plan applies citywide including properties with
commercial, residential, and industrial, and agricultural zoning districts. Exhibit C is an excerpt of
the current Zoning Map of the City of Ames depicting all current zoning districts and boundaries.
5. Land Use: The Plan applies citywide including properties with commercial, residential, and
industrial, exempt, and agricultural uses. Exhibit D is a map using assessor use codes to categorize
use of property. Staff estimates that of developable land, excluding natural areas, right-of-way,
etc., that approximately 40% of the land use is residential, 40% Civic, 13% commercial, and 7%
industrial.
Exhibit E is the Ames Plan 2040 Future Land Use Map that indicates the City’s planned growth areas
and areas of land use change.
6. City Services: The Plan itself does not require or include any specific expanded City services. The
City Comprehensive Plan, Ames Plan 2040, includes information about the general infrastructure
needed for growth of the community. The City’s specific plans for infrastructure improvements are
included with the annually updated 5-year Capital Improvement Program (CIP) adopted by the City
Council with the City’s annual budget. Both Ames Plan 2040 and the currently approved CIP are
available for review on the City’s website and are incorporated by reference herein.
7. Eligibility Requirement: Revitalization shall be applicable only to that subset of eligible properties
within the Plan area for NEW CONSTRUCTION. Qualified real estate includes only the following
types of improvements that satisfy all requirements below:
i. A residential dwelling with its related improvements, for the actual value of improvements up
to a maximum value of $500,000. Improvements that are not included with new construction of
a residential dwelling are not eligible, for example construction of a workshop, garage, shed
subsequent to building a dwelling.
ii. The qualified improvement must have received a building permit from the City of Ames Iowa
prior to December 31, 2027.
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iii. Improvements must be completed in conformance with zoning and building code standards of
the Ames Municipal Code.
iv. Only the Residential assessment classification of improvements are eligible, regardless of
underlying zoning. Property classified as agricultural or zoned agricultural are not eligible.
v. The property must be owner occupied, inclusive of all building types with individual defined
ownership, including single family detached, single family attached, condominiums, accessory
dwelling units, and two-family homes.
vi. Located on a vacant lot that was not previously developed with a single-family dwelling that
was demolished to allow for new improvements.
Qualified real estate meeting the requirements in Section 7(i-vi) above may be eligible for an
alternative partial property tax exemption if improvements also satisfy the requirements below:
vii. Improvements must only be serviced by all-electric heating and cooling systems, water heating
systems, and appliances. Improvements with natural gas systems or properties connected to
natural gas infrastructure are not eligible.
viii. Improvements must include the installation of a solar array on the property sized to provide at
minimum 50% of the projected energy usage of a residence as estimated for International
Energy Conservation Code compliance, excluding electric vehicle charging.
8. Duration: The Plan has a limited duration to allow for improvements initiated prior to December
31, 2027 to be completed and to file a partial property tax exemption application as qualified real
estate subject to the established criteria. No application for tax exemption for improvements
initiated prior to December 31, 2027 will be accepted after February 1, 2029. No application for
tax exemption for improvements initiated on or after January 1, 2028 are eligible for partial
property tax exemption.
Nothing in this Plan is meant to limit the City Council’s ability to modify, change, or terminate the
Plan as allowed by law. In the event the program is modified or terminated, any improvement
already approved and receiving tax exemption would continue to benefit from the exemption in
accordance with the approved schedule of exemption.
9. Relocation: The plan does not require the displacement of any persons, and there will be no
relocation benefits provided.
10. Percent Increase in Value Required: The value-added requirement is a ten (10) percent increase in
actual value.
11. Tax Exemption Schedule: Qualified real estate may be eligible for a partial property tax exemption
on New Construction improvements as described in Section 7(i-vi) and within the duration of the
Plan listed in Section 8. A partial property tax exemption on the first $500,000 of eligible
improvements is authorized on five year sliding scale as follows:
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Final December 5th, 2024
Year 1-100%
Year 2-80%
Year 3-60%
Year 4-40%
Year 5- 20%
The required improvements and eligibility must be maintained for the life of the tax exemption.
Qualified real estate may be eligible for a partial property tax exemption on New Construction
improvements as described in Section 7(i-vi) and Section 7(vii-viii) and within the duration of the
Plan listed in Section 8. A partial property tax exemption on the first $500,000 of eligible
improvements is authorized on five year sliding scale as follows:
Year 1-100%
Year 2-100%
Year 3-100%
Year 4-80%
Year 5- 60%
The required improvements and eligibility must be maintained for the life of the tax exemption.
12. Federal, State, or Private Grant/Loan Programs for Residential Improvements:
The City of Ames is a federal entitlement community for CDBG and Home funds. Although these
funds may be used to support residential improvements, primarily for low-income households,
including first time homebuyer assistance, they are not designated for this purpose exclusively.
Programming of these funds occurs on an annual basis and are approved by the City Council.
The State of Iowa offers a Workforce Housing Tax Credit program to developers of moderately
priced housing. The developer applies to the Iowa Economic Development Authority for tax credit
awards related to the construction of housing. Developers make take advantage of this program to
construct new housing.
13. Revenue Bonds:
The City has no plans for the issuance of Revenue Bonds to support revitalization projects.
14. Application Procedures
Iowa Code 404.4 identifies the applicable application procedures for filing an exemption claim and
the process to determine if the claim is in fact for qualified real estate. The general process is
summarized below:
Exemption Application. An application shall be filed for each new exemption claimed. The first
application for an exemption shall be filed by the owner of the property on a City application form
by February 1 of the assessment year for which the exemption is first claimed,
but not later than the year in which all improvements included in the project are first
assessed for taxation, or the following two assessment years, in which case the exemption
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Final December 5th, 2024
is allowed for the total number of years in the exemption schedule. Subsequent
applications may also be considered, to the extent permitted by the Act.
The City of Ames application form is available from the Planning and Housing Department. The
completed City application form must be submitted to the Planning and Housing Department in
accordance with the required timeline of February 1st described above and the limits of duration
of the Plan.
Upon receipt of a completed application, the City Council shall approve the application, subject to
review by the local assessor pursuant to the Act, if the project is in conformance with the Plan, is
located within the Urban Revitalization Area and if the improvements were made during the time
the area was so designated. The City Council shall forward for review all approved
applications to the appropriate local assessor by March 1 of each year with a statement
indicating which exemption applies. Applications for exemption for succeeding years on
approved projects shall not be required.
The local assessor shall review each first-year application by making a physical
review of the property, to determine if the improvements made increased the actual value
of the qualified real estate by at least 10 percent (10%).If the assessor determines that
the actual value of the real estate has increased by at least the requisite percent, the
assessor shall proceed to determine the actual value of the property and certify the
valuation determined pursuant to the Act to the county auditor at the time of transmitting
the assessment rolls. However, if a new structure is erected on land upon which no
structure existed at the start of the new construction, the assessor shall proceed to
determine the actual value of the property and certify the valuations to the county auditor
at the time of transmitting the assessment rolls.
The assessor shall notify the applicant of the determination and the assessor's decision may be
appealed to the local board of review at the times specified in Section 441.37 of the Code. If an
application for exemption is denied as a result of failure to sufficiently increase the value of the real
estate as provided in the Act, the owner may file a first annual application in a subsequent
year when additional improvements are made to satisfy the requirements of the Act.
After the tax exemption is granted, with periodic physical review by the assessor, for the
time period specified in the tax exemption schedule under which the exemption was
granted, the tax exemptions for the succeeding years shall be granted without the requirement of a
new application.
15. Termination: Notwithstanding anything stated in this Article, if the City Council determines
at any time that the desired level of revitalization has been attained or economic conditions
are such that the continuation of the exemption granted would cease to be of benefit to the
City, the City Council may repeal the ordinance establishing the revitalization area and
terminate the availability of temporary exemptions from taxation pursuant to Iowa Code
Chapter 404.
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Final December 5th, 2024
Exhibit A
Legal Description-General Description of the Corporate Boundaries of the City of Ames
The land described as all that area presently within the Corporate Boundary of the City of Ames,
Story County, Iowa, West of the 5th P.M., more particularly described as follows:
Beginning at a point 1699.38 feet west of the Northeast Corner of Section 22, Township 84,
Range 24 said point being the northeast corner of Lot C of the Quarry Estates Subdivision, First
Addition, City of Ames, Story County, Iowa; thence south 507.22 feet to the northwest corner of
Lot 11 of the H.P. Jensen’s Subdivision, Story County, Iowa; thence southwesterly along the
west line of said Lot 11 a distance of 35.39 feet to the northeast corner of Lot 10 of the said H.P.
Jensen’s Subdivision; thence southwesterly along the northwest line of said Lot 10 and Lot 9 of
the said H.P. Jensen’s Subdivision a distance of 149.57 feet to the northwest corner of said Lot
9; thence southeasterly along the west line of said Lot 9 a distance of 74.21 feet to a point on
the south line of said Outlot A of the said Quarry Estates Subdivision, First Addition; thence
continuing southeasterly along the west line of said Lot 9 a distance of 89.25 feet to the
southwest corner of said Lot 9; thence southwesterly along the north line of the right-of-way of
Alta Vista Road in the said H.P. Jensen’s Subdivision a distance of 26.75 feet; thence
southeasterly along the western extent of said road right-of-way and the west line of Lot 8 of the
said H.P. Jensen’s Subdivision a distance of 163.04 feet; thence northeasterly along the south
line of said Lot 8, Lot 7, and Lot 6 of the said H.P. Jensen’s Subdivision a distance of 415.88
feet to a point on the west line of Lot 1 of the Oaks Subdivision, Story County, Iowa; thence
south along the west line of said Lot 1 a distance of 702.23 feet to the southwest point of said
Lot 1; thence east along the south line of said Lot 1 a distance of 519.24 feet to the southeast
corner of said Lot 1; thence southeasterly along the southwest line of Lot 5 of the said Oaks
Subdivision a distance of 391.5 feet to a point on the southwest line of said Lot 5; thence
continuing south along the southwest line of said Lot 5 a distance of 135.5 feet to the southwest
corner of said Lot 5; thence east along the south line of said Lot 5 a distance of 155.8 feet to the
southeast corner of said Lot 5 also being a point on the west right-of-way line of U.S. Highway
69; thence southwesterly along the west line of the U.S. Highway 69 right-of-way and Dawes
Drive right-of-way a distance of approximately 3,944 feet to the northeast corner of Parcel S in
the Northeast Quarter of said Fractional Northeast Quarter of Section 27, Township 84, Range
24 (Slide 219, Page 1); thence east along a line intersecting the Dawes Drive right-of-way a
distance of 100 feet to the northwest corner of Parcel V part of Lots 3 and 6 in the Northeast
Quarter of said Fractional Northeast Quarter of Section 27, Township 84, Range 24 (Slide 219
Page 6); thence east along the north line of said Parcel V to a point on the westerly right-of-way
line of U.S. Highway 69 a distance of 331.67 feet; thence continuing east to the northeast corner
of Lot 3 in the Northeast Quarter of said Fractional Northeast Quarter of Section 27, Township
84, Range 24 distance of 474.19 feet; thence south along the east line of said Northeast
Quarter of said Fractional Northeast Quarter to the southeastern corner of said Northeast
Quarter of said Fractional Northeast Quarter a distance of 630.8 feet also being a point along
the centerline of the South Skunk River; thence southeasterly along said centerline of the South
Skunk River being also the east line of Lot 1 Lying West of the River in the Southwest Quarter of
the Fractional Northwest Quarter of Section 26, Township 84, Range 24 a distance of 220.52
feet; thence northeasterly along the south line of a parcel described as the Southwest Quarter of
the Fractional Northwest Quarter Lying East of said South Skunk River and West of Gary Purvis
Property as Shown on Book 1 Page 249 Section 26, Township 84, Range 24 a distance of 100
feet; thence northwesterly along the west line of said parcel described as the Southwest Quarter
of the Fractional Northwest Quarter Lying East of said South Skunk River and West of Gary
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Final December 5th, 2024
Purvis Property as Shown on Book 1 Page 249 to the northeast corner thereof a distance of
185.36 feet; thence northwesterly along the west line of a parcel described as the Northwest
Quarter of the Fractional Northwest Quarter West of Gary Purvis Property as Shown on Book 1
Page 249 Section 26, Township 84, Range 24 a distance of 420.06 feet; thence northeasterly
along the west line of said parcel a distance of 503.02’ feet; thence northeasterly along the west
line of said parcel to the northwest corner of said parcel a distance of 322.52 feet; thence east
along the south line of the Riverside Heights and Purvis Subdivisions, Story County, Iowa, to
the northeast corner of the Northwest Quarter of the Fractional Northwest Quarter of Section 26,
Township 84, Range 24 a distance of 1,087.86 feet; thence south along the east line of the West
Half of the Fractional Northwest Quarter of Section 26, Township 84, Range 24 to the southwest
corner of Lot 2 of the Southwest Quarter of the Fractional Northwest Quarter of Section 26,
Township 84, Range 24 , a distance of 1,866.23 feet; thence west to the northwest corner of Lot
4 Lying Northeast of the said South Skunk River of the Southwest Quarter of the Fractional
Northwest Quarter of Section 26, Township 84, Range 24 , also being a point in the center of
said South Skunk River a distance of 562.55 feet; thence following the centerline of the South
Skunk River more or less and the west line of Lot 4 Lying Northeast of the said South Skunk
River southeasterly 238 feet, southeasterly 334.93 feet, southeasterly 188.11 feet; thence
northeasterly along the south line of said Lot 4 Lying Northeast of the said South Skunk River a
distance of 248.57 feet; thence northeasterly along the north line of a parcel described as Lot 4
Lying Southwest of the said South Skunk River and Part of Lot 8 West of said River in the South
Half of the Fractional Northwest Quarter of Section 26, Township 84, Range 24 a distance of
232.46 feet; thence southeasterly along the east line of said parcel and a parcel described as
Lot 1 and Lot 8 West of the South Skunk River in the Northeast Quarter of the Southwest
Fractional Quarter Section 26, Township 84, Range 24 distance of 353.92 feet; thence
southeasterly along the east line of a parcel of land described as said Lot 1 and Lot 8 West of
the South Skunk River to a point on the south line of said Lot 1 a distance of 156.2 feet; thence
southeasterly more or less along the centerline of said South Skunk River and the east line of
Lot 2 Lying West of the River Northeast Quarter of the Fractional Southwest Quarter of Section
26, Township 84, Range 24 a distance of 41.06 feet; thence southwesterly along the east line of
said Lot 2 a distance of 149.15 feet; thence southwesterly along the east line of said Lot 2 a
distance of 200.32 feet; thence southwesterly along the east line of said Lots 2 a distance of
216.85 feet to the southeast corner thereof; thence southwesterly along the east line of a parcel
described as Lots 2, 3, and 4 West of the South Skunk River and E of Outlot A of the Scaldo
Ridge Subdivision, City of Ames, Story County, Iowa a distance of 334.38 feet to the southeast
corner thereof; thence southeasterly along the west line of a part of a Tract Lying East of the
said South Skunk River described as Beginning at the northeast corner of the South Half of the
Northeast Quarter of the Fractional Southwest Quarter of Section 26, Township 84, Range 24
W1330.5 feet, S328.8 feet, E76.8 feet, SE219.7 feet, SE171.3 feet, SE442.9 feet, SE249.5 feet,
W322.7 feet, S20.8 feet, SE592 feet, E520 feet, N1470.5 feet to the Beginning a distance of
219.7 feet; thence southeasterly continuing along of the west line of said tract to the center of
the South Skunk River a distance of 171.3 feet; thence southeasterly continuing along of the
west line of said tract a distance of 442.9 feet; thence southeasterly continuing along of the west
line of said tract a distance of 125.77 feet; thence continuing southeasterly along the west line of
said tract and along a curve in said river a distance of 678.03 feet to the southwest corner of
said tract; thence east to the southeast corner of said tract to a point on the east line of the
Southeast Quarter of the Fractional Southwest Quarter of Section 26, Township 84, Range 24 a
distance of 323.38 feet; thence south along said east line to the southwest corner of the
Southwest Quarter of the Fractional Southeast Quarter of Section 26, Township 84, Range 24 a
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Final December 5th, 2024
distance of 650.65 feet; thence east along the south line of the Southwest Quarter of the
Fractional Southeast Quarter and Southeast Quarter of the Fractional Southeast Quarter of
Section 26, Township 84, Range 24 also being the southeast corner of the West half of said
Southeast Quarter of the Fractional Southeast Quarter the a distance of 1,980 feet; thence
south a distance of 1,242.91 feet along the east line of the West half of the Northeast Quarter of
the Northeast Fractional Quarter of Section 35, Township 84, Range 24; thence east to a point
on the east line of the Northwest Quarter of the Fractional Northwest Quarter of Section 36,
Township 84, Range 24 a distance of 1,982.8 feet; thence south along the east line of said
Northwest Quarter of the Fractional Northwest Quarter to the southeast corner thereof a
distance of 99.01 feet; thence west along the south line of said Northwest Quarter of the
Fractional Northwest Quarter a distance of 1,214.72 feet; thence south to a point 344 feet north
of the south line of the Northwest Quarter of the Fractional Southwest Quarter of Section 36,
Township 84, Range 24 and 100 feet east of the west line of the said Northwest Quarter of the
Fractional Southwest Quarter a distance of 2,296 feet; thence east to a point on the east line of
said Northwest Quarter of the Fractional Southwest Quarter a distance of 1,220 feet; thence
south along the east line of said Northwest Quarter of the Fractional Southwest Quarter
distance of 86.6 feet; thence southwesterly a distance of 485.58 feet; thence southeasterly to a
point on the east line of the Southwest Quarter of the Fractional Southwest Quarter of Section
36, Township 84, Range 24 a distance of 961.9 feet; thence south along the east line of said
Southwest Quarter of the Fractional Southwest Quarter to the southeast corner of said
Southwest Quarter of the Fractional Southwest Quarter a distance of 268 feet; thence east
along the south line of the South Fractional Half of Section 36, Township 84, Range 24 to a
point on the west line of the Walter Family Campus Subdivision a distance of 1,879.86 feet;
thence north along the west line of the said Walter Family Campus Subdivision to the northwest
corner of the said Walter Family Campus Subdivision a distance of 594.91 feet; thence east
along the north line of the said Walter Family Campus Subdivision to the northeast corner of the
said Walter Family Campus Subdivision a distance of 722.58 feet; thence north along the east
line of the West Half of the East Fractional Half of Section 36, Township 84, Range 24 to a point
on said east line 16.5 feet south of the northwest corner of the Northeast Quarter of the
Fractional Northeast Quarter also being the northwest corner of the North Dayton Industrial
Subdivision, City of Ames, Story County, Iowa, a distance of 4,696.35 feet; thence east along
the north line of the said North Dayton Industrial Subdivision and a line 16.5 feet south of the
north line of the Northeast Quarter of the Fractional Northeast Quarter a distance of 1,321 feet
also being a point on the centerline of Dayton Avenue; thence north also said road centerline a
distance of 1,976.9 feet; thence along the north line of said parcel described as the South 42.23
Acres of the North Half of the Southwest Fractional Quarter Section 30, Township 84, Range 23
to a point on the west right-of-way line of Interstate 35 a distance of 3041.74 feet; thence south
along said right-of-way line to the northeast corner of the Northeast Quarter of the Southwest
Fractional Quarter Section 31, Township 84, Range 23 a distance of 4,507.93 feet; thence east
along the north line of the Southeast Fractional Quarter of Section 31, Township 84, Range 23
to the northeast corner of said Southeast Fractional Quarter a distance of 2,666.42 feet; thence
south along the east line of said Southeast Fractional Quarter to the southeast corner of said
Southeast Fractional Quarter a distance of 2,640.2 feet; thence along the north line of a parcel
described as Parcel A in the Northwest Fractional Quarter Section 5, Township 83, Range 23
(Instrument 2011-11372) also being the centerline of East 13th Street to the northeast corner of
said parcel a distance of 2,002.69 feet; thence south along the east line of said parcel described
as Parcel A to the southeast corner of said parcel also being a point on the north line of the
Chicago and Northwestern Transportation Company Railroad a distance of 1,334.27 feet;
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thence east along the north line of said railroad to the east line of Section 4, Township 83,
Range 23 also being the center of Potter Avenue a distance of 5,280.24 feet; thence south
along the east line of said Section 4 to the northeast corner of the Northeast Quarter of the
Northeast Fractional Quarter of Section 9, Township 83, Range 23 also being the centerline of
Lincoln Highway a distance of 2,188.04 feet; thence west along the south line of said Section 4
to the northwest corner of the Northeast Quarter of the Northeast Fractional Quarter of Section
9 a distance of 1,310 feet; thence south along the west line of the East Half of the East
Fractional Half to the southeast corner of the Northwest Quarter of the Southeast Fractional
Quarter of Section 9, Township 83, Range 23 a distance of 3,960 feet; thence west along the
south line of said Northwest Quarter of the Southeast Fractional Quarter to the southwest corner
thereof a distance of 1,320 feet; thence north along the west line of said Northwest Quarter of
the Southeast Fractional Quarter to the northwest corner there of a distance of 1,320 feet;
thence west along the north line of the Southwest Fractional Quarter of said Section 9 and the
north line of the Northeast Quarter of the Southeast Fractional Quarter of Section 8, Township
83, Range 23 to the northwest corner of said Northeast Quarter of the Southeast Fractional
Quarter a distance of 3,960 feet; thence south along the west line of said Northeast Quarter of
the Southeast Fractional Quarter to the northwest corner of Parcel F of said Northeast Quarter
of the Southeast Fractional Quarter (Slide 596 Page 5 a distance of 544.59 feet; thence east
along the north line of said Parcel F to the northeast corner thereof also being a point on the
centerline of 580th Avenue a distance of 1335.88 feet; thence southwesterly along the east line
of said Parcel F to the southeast corner there of a distance of 1,233 feet; thence south along the
west line of the East 450 feet of the Southeast Quarter of the Southeast Fractional Quarter of
Section 8, Township 83, Range 23 a point on the west line of the JDA Subdivision, Story
County, Iowa, a distance of 1,035.41 feet; thence east following the line of the said JDA
Subdivision a distance of 249.62 feet; thence northeasterly along said line following a curve a
distance 214.38 feet; thence south following said line and west right-of-way line of 580th Avenue
a distance of 71.91 feet; thence southwesterly following said line and right-of-way line to a point
on the north right-of-way of U.S. Highway 30 a distance of 154.3 feet; thence west along said
right-of-way line to a point on the west line of the Southwest Quarter of the Southeast Fractional
Quarter of said Section 8 a distance of 2,540.36 feet; thence north along the west line of the
Southeast Fractional Quarter of said Section 8 to the northwest corner of the Northwest Quarter
of the Southeast Fractional Quarter of said Section 8 a distance of 2,427.15 feet; thence west
along the south line of the North Fractional Half of said Section 8 and Section 7, Township 83,
Range 23 to the northeast corner of the Ames Community Development Park, Fourth Addition,
Subdivision, City of Ames, Story County, Iowa, being also point on the west right-of-way line of
Interstate 35 a distance of 5,719.55 feet; thence south along said Interstate 35 right-of-way to a
point on the east line of the Ames Community Development Park Subdivision, Fourth Addition,
City of Ames, Iowa, a distance of 1,074.68 feet; thence southwesterly along a curve and said
Interstate 35 right-of-way to the southeast corner of the Minard’s Plat Subdivision, City of Ames,
Iowa, a distance of 2,767.59 feet; thence southwesterly to a point on the east line of Section 13,
Township 83, Range 24, being also the centerline of South Dayton Place a distance of 955.3
feet; thence south following said line a distance of 254.19 feet; thence east along the south line
of the right-of-way of U.S. Highway 30 to the northeast corner of a parcel described as
commencing at the northwest corner of the Northwest Quarter of the Northwest Fractional
Quarter S588.05’ feet to the beginning COR S531.33' E398.43' N560.61' SW400' to the
beginning except the right-of-way sold to State of Iowa, (Book 95 Page 591) a distance of 400.1
feet; thence south along the east line of said parcel to the southeast corner thereof a distance of
560.61 feet; thence west along the south line of said parcel to a point on the centerline of South
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Final December 5th, 2024
Dayton Place a distance of 402.43 feet; thence south along the centerline of South Dayton
Place a distance of 458.34 feet; thence west along the south right-of-way line of Southeast 18th
St a distance of 1,486.75 feet; thence northwesterly along the east line a parcel described as
the Southwest Quarter of the Northeast Fractional Quarter except the South Dayton Avenue
right-of-way and SE 18th Street right-of-way and a parcel described as the Northwest Quarter of
the Northeast Fractional Quarter South of U.S. Highway 30 except the Iowa, DOT Condemned
Parcel to the northeast corner thereof both being in Section 13, Township 83, Range 24 a
distance of 416.6 feet; thence northwesterly along the north line of said parcel in the Northwest
Quarter of the Northeast Fractional Quarter to the northwest corner of said parcel, a distance of
1,125.4 feet; thence north to the northeast corner of a parcel described as Part of Parcel G in
the Northwest Quarter of the Northeast Fractional Quarter and Part of the in the Southeast
Quarter of the Northwest Fractional Quarter Section 13, Township 83, Range 24 a distance of
77.23 feet; thence west along of the north line of said parcel to the northwest corner thereof a
distance of 925.5 feet; thence south along the west line of said parcel and the west line of a
parcel described as Part of Said Parcel G East of the River also being the centerline of the
South Skunk River to the southwest corner thereof a distance of 3,043.66 feet; thence west
along the south line of the previously described parcel being also the south line of the Northeast
Quarter of the Southwest Quarter of Section 13, Township 83, Range 24 to the southwest
corner of said parcel a distance of 1,135.2 feet; thence south along the east line of West Half of
the West Fractional Half of Section 13 and Section 24, Township 83, Range 24 to the southeast
corner of the Southwest Quarter of the Northwest Fractional Quarter also being a point on the
centerline of Ken Maril Road a distance of 3,960 feet; thence south continuing along the east
line of West Half of the West Fractional Half of Section 24, Township 83, Range 24 a distance
of 200 feet; thence west along the south line of a parcel described as the North 200 feet of the
Northwest Quarter of the Southwest Fractional Quarter Section 24 Township 83, Range 24 to a
point on the centerline of 550th Avenue a distance of 1,320 feet; thence continue west to the
southwest corner of a parcel described as the East 286.9 Feet of the North 200 Feet of the
Northeast Quarter of the Southwest Fractional Quarter of a distance of Section 23, Township 83,
Range 24 a distance of 2,925.25 feet; thence north along the west side of said parcel, a parcel
described as the Northwest 3.77 acres of the Southeast Quarter of the Northwest Fractional
Quarter Section 23, Township 83, Range 24, and Lot 2 of the Armstrong’s Subdivision Third
Addition to a point on the south line of Lot 1 of the Armstrong’s Subdivision, Third Addition, City
of Ames, Story County, Iowa, a distance of 1,010.9 feet; thence west along the south line of said
Lot 1 a distance of 106.1 feet; thence north along the west line of said Lot 1 to the northwest
corner thereof a distance of 194.9 feet; thence west along the south line of a parcel described
as BEG 50' W NE COR W400' S300' E400' N300' TO BEG and a parcel described as the West
537.25 feet of the East 987.25 feet of the North 300 feet of the Southeast Quarter of the
Northwest Fractional Quarter Section 23, Township 83, Range 24 to the southwest corner
thereof a distance of 594.25 feet; thence south along the west line of a parcel described as
Southeast Quarter of the Northwest Fractional Quarter beginning 1317.25' W OF NE COR
S380' E330' N380’ W to the beginning Section 23, Township 83, Range 24 to the southeast
corner thereof a distance of 80 feet; thence west along the south line of the previously described
parcel a distance of 330 feet; thence continuing west along the south line of a parcel described
as Southwest Quarter of the Northwest Fractional Quarter beginning 1317.25' W OF NE COR
SE NWS330' W664.5' N330' to the beginning Section 23, Township 83, Range 24 to the
southwest corner there of a distance of 994.5 feet; thence north along the west line of said
parcel to a point on the south line of the Northwest Quarter of the Northwest Fractional Quarter
Section 23, Township 83, Range 24 a distance of 380 feet; thence west along the south line of
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Final December 5th, 2024
said the Northwest Quarter of the Northwest Fractional Quarter to the northeast corner of a
parcel described as in the Southwest Quarter of the Northwest Fractional Quarter beginning at
the Northwest Quarter E267.81' SW940.14' to the section line North to the beginning a distance
of 382.12 feet; thence southwesterly along the east line of said parcel to a point on the east line
of Section 22, Township 83, Range 24 a distance of 941.14 feet; thence south along said
section line to the southeast corner of the Southeast Quarter of the Southeast Fractional
Quarter of Section 22, Township 83, Range 24 a distance of 3,066.04 feet; thence west along
the south line of said the Southeast Quarter of the Southeast Fractional Quarter a distance of
1,040.21 feet; thence southwesterly along the east line of Parcel B of the Northeast Fractional
Quarter Section 27, Township 83, Range 24 a distance of 1,614.64 feet; thence northwesterly
along the south line of said Parcel B to the southwest corner thereof also being a point on the
centerline of South Riverside Drive a distance of 1,404.51 feet; thence north along the
centerline of South Riverside Drive to the northeast corner of Parcel A of the Southeast Quarter
of the Southwest Fractional Quarter Section 22, Township 83, Range 24 (CFN12-38) a distance
of 1,698.32 feet; thence east along the south line of a parcel described as the Southwest
Quarter of the Southeast Fractional Quarter Except the North 912.85 feet of the West 417.7
feet Section 22, Township 83, Range 24 a distance of 456.08 feet to a point at the center of S
Riverside Drive; thence north along the east line of said parcel and the west line of the W417'
of the Southeast Fractional Quarter to the northeast corner thereof a distance of 3,057.34feet;
thence west along the north line of said parcel to the northwest corner thereof along being a
point on the centerline of South Riverside Drive a distance of 417.7 feet; thence west along the
south line the north half of Section 22 and Section21, Township 83, Range 24 and Section 21,
Township 83, Range 24 to a point on the east line of the Ansley Subdivision, City of Ames,
Story County, Iowa, a distance of 4,873.63 feet; thence southwesterly along the east line of
said Ansley Subdivision to a point on the west line of the Northwest Quarter of the Southeast
Fractional Quarter Section 21, Township 83, Range 24 a distance of 1,391.22 feet; thence north
along the west line of the Ansley Subdivision to the northwest corner of the said Northwest
Quarter of the Southeast Fractional Quarter being also a point on the centerline of Cedar Lane a
distance of 1,176.31 feet; thence west along the south line of the Southeast Quarter of the
Northwest Fractional Quarter to the southwest corner thereof also being the southwest corner of
Outlot E Riggenberg Park Subdivision Second Addition, City of Ames, Story County, Iowa, a
distance of 1,320.24 feet; thence north along the west line of said Southeast Quarter of the
Northwest Fractional and said Outlot E to the northwest corner thereof a distance of 1,315.2
feet; thence continuing north along the east line of the Northwest Quarter of the Northwest
Fractional Quarter to the northeast corner thereof also being the east line of the Ringgenberg
Park Subdivision First and Third Additions, City of Ames, Story County, Iowa, a distance of
1,315.22 feet; thence west along the north line of said Northwest Quarter of the Northwest
Fractional Quarter, the Northeast Quarter of the Northeast Fractional Quarter and the Northwest
Quarter of the Northeast Fractional Quarter Section 20, Township 83, Range 24 to a point on
the centerline of Zumwalt Station Road also being the southwest corner of the Chicago and
Northwestern Transportation Company Railroad in the Southeast Fractional Quarter of Section
17, Township 83, Range 24 a distance of 2,990.95 feet; thence northeasterly along said railroad
property to the southeast corner of a parcel described as Parcel A Section 17, Township 83,
Range 24 (CFN15-54) a distance of 1,137.4 feet; thence west along the south line of said
Parcel A to the southwest corner thereof a distance of 462.19 feet; thence north along the west
line of said Parcel A to the northwest corner thereof a distance of 407.3 feet; thence west along
the south line of the Ferguson Subdivision, City of Ames, Story County, Iowa, to the southwest
corner thereof a distance of 120.45 feet; thence north along the west line of said Ferguson
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15
Final December 5th, 2024
Subdivision a distance of 308 feet to a point on the west line of Lot 8 of said subdivision; thence
northwesterly along said west line of said Lot 8 to the northwest corner thereof a distance of
20.26 feet; thence east along the north line of said Lot 8 to the northeast corner thereof a
distance of 128.69 feet; thence north along the west line of said Ferguson subdivision to the
northeast corner thereof along being a point on the centerline of Dartmoor Road distance of
304.3 feet; thence southeasterly along the centerline of Dartmoor Road a distance of 374.99
feet; thence east along the north line of a parcel described as described as Parcel B (Slide 75,
Page 1) and Parcel E (Slide 75 Page 3) Section 17, Township 83, Range a distance of 70.36
feet; thence north to a point on the centerline of Dartmoor Road along being on said Parcel B
and E a distance of 17.93 feet; thence northeasterly along the north line of said parcel and the
centerline of Dartmoor Road a distance of 291.48 feet; thence southeasterly along the north line
of said parcel and the centerline of Dartmoor Road a distance of 339.95 feet; thence south
along the east line of said parcel a distance of 30.55 feet; thence east long the north line of said
parcel a distance of 37.61 fee; thence north along the west line of a parcel described as Part of
Lot 15 and Part of Lot 7 of the Christensen’s (Anton) Subdivision, Story County, Iowa, COMM
SW COR LOT 10 SE192.9' SE102' TO BEG NW458' SW128.3' S227.3' W140.3' S244.6'
SE401.4' NE80.7' NE100.5' NW104.3' TO BEG a distance of 277.8 feet; thence east along the
north line of said parcel a distance of 140.3 feet; thence north along the west line of said parcel
to the north corner of said parcel a distance of 355.6 feet; thence southeast along the west line
of said parcel to a point on the east line thereof also being a point on the centerline of State
Avenue a distance of 458 feet; thence southwesterly along the east line of said parcel and the
centerline of State Avenue to the north corner of Lot 12 of said Christensen’s (Anton)
Subdivision a distance of 204.8 feet; thence southeast along the east line of said Lot 12 a
distance of 52.87 feet; thence northeast along the north line of a parcel described as Parcel A
(Slide 36, Page 4) of Lot 11 of said Christensen’s (Anton) Subdivision a distance of 176.7 feet;
thence continuing northeast along said north line of said Parcel A to the northeast corner there
of a distance of 200 feet; thence southeasterly along the east line of said Parcel A to the east
corner thereof a distance of 130 feet; thence northeasterly along the west line of the Chicago
and Northwestern Transportation Company Railroad property in the Northwest Quarter of the
Southwest Fractional Quarter Section 16, Township 83, Range 24 to a point on the north line of
said Northwest Quarter of the Southwest Fractional Quarter; thence continuing northeasterly
along the west line of the Chicago and Northwestern Transportation Company Railroad property
in the Northwest Fractional Quarter Section 16, Township 83, Range 24 to the northeast corner
of Lot 11 of the Christensen’s (Anton) Subdivision Auditor’s Plat Part of Lots 18 & 19, Story
County, Iowa, being also a point on the south line of the U.S. Highway 30 right-of-way; thence
southeasterly along the south line of said right-of-way a distance of 272.73 feet; thence north
intersecting said U.S. Highway 30 to a point on the west line of Lots W, X, Y, and Z of the
Gateway Hills Subdivision, City of Ames, Story County, Iowa, a distance of 642.52 feet; thence
west intersecting said U.S. Highway 30 along the north line of said Christensen’s (Anton)
Subdivision to the northeast corner of a parcel described as the West 25 Acres of the said
Christensen’s (Anton) Subdivision Except the Highway and Lots 16 & 17 a distance of 1,649.92
feet; thence south along the east line of said parcel to the southeast corner thereof a distance of
1091.8 feet; thence west along the south line of said parcel to the southwest corner thereof also
being a point on the centerline of State Avenue and the east line of the Southeast Quarter of the
Northeast Fractional Quarter of Section 17, Township 83, Range 24 a distance of 971.16 feet;
thence south along the west line of the Southeast Quarte of the Northeast Quarter of said
Section 17 to the southeast corner thereof a distance of 853.66 feet; thence west along the
south line of the Northeast Fractional Quarter of said Section 17 to a point 20 feet east of the
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16
Final December 5th, 2024
southwest corner thereof a distance of 2,637.99 feet; thence northwest to a point on the west
line of said Northeast Fractional Quarter 20 feet north of the southwest corner thereof a distance
of 28.47 feet; thence north along the west line of said Northeast Fractional Quarter to a point on
the north line of the Highway 30 right-of-way along being the southeast corner of the
Fountainview Subdivision, City of Ames, Story County, Iowa, a distance of 2,186.03 feet;
thence continuing along the north line of the U.S. Highway 30 right-of-way also being also the
south line of the Fountainview Subdivision to the southwest corner thereof a distance of 1,368.9
feet; thence south along the west line of the Northeast Quarter of the Northwest Fractional
Quarter of said Section 17 to the southeast corner of the Cochrane’s Second Addition
Subdivision, City of Ames, Story County, Iowa, a distance of 25.97 feet; thence northwest along
the south line of said Cochrane’s Second Addition Subdivision to the southwest corner thereof a
distance of 1,245.25 feet; thence continuing northwest intersecting the South Dakota Avenue
and U.S. Highway 30 right-of-way to the southeast corner of the Dauntless Subdivision Fourth
Addition, City of Ames, Story County, Iowa, a distance of 286.87 feet; thence continuing along
the south line of said Dauntless Subdivision Fourth Addition to the southwest corner thereof
being also a point on the north line of the said U.S. Highway 30 right-of-way a distance of
2,717.18 feet; thence continuing northwesterly along the north line of the said U.S. Highway 30
right-of-way to the southwest corner of a parcel described as Parcel A (Slide 98 Page 4) of
Section 7, Township 83, Range 24 a distance of 2,910.31; thence north along the west line of
said Parcel A and Lot 2 of the Crane Farm Subdivision Fifth Addition City of Ames, Story County,
Iowa, to the northwest corner of said Lot 2 a distance of 305.45 feet; thence east along the north
line of said Lot 2, the north line of the Crane Farm Subdivision Third and Sixth Additions City of
Ames, Story County, Iowa, to a point being the southeast corner of Southwest Quarter of the
Northwest Fractional Quarter of said Section 7a distance of 1,381.63 feet; thence north along
the east line of the West Fractional Half of the Northwest Fractional Quarter of Section 7,
Township 83, Range 24 to the northeast corner thereof also being a point on the centerline of
Lincoln Highway a distance of 2,642.48 feet; thence along the centerline of said Lincoln
Highway to a point on the Boone Story County line and centerline of S 500th Avenue also being
the southwest corner of the Crestview Acres Subdivision a distance of 1,497.64 feet; thence
north along the centerline of N 500th Avenue to the northwest corner a parcel described as the
North 198 feet of the West 440 feet of the Northwest Quarter of the Southwest Fractional
Quarter of Section 6, Township 83, Range 24 of the a distance of 2,631.2 feet; thence east
along the south line of the Northwest Fractional Quarter of Section 6, Township 83, Range 24 to
a point on said south line 50.02 feet from the southeast corner of the said Northwest Fractional
Quarter a distance of 2,782.73 feet; thence south 50.02 feet; thence east 50.02 feet to a point
on the east line of the Northeast Quarter of the Southwest Quarter of Section 6, Township 83,
Range 24 ; thence continuing east along the south line of a parcel described as Parcel P in the
North Half of the Southwest Fractional Quarter and the Norwest Quarter of the Southeast
Fractional Quarter (Slide 191 Page 1) of Section 6, Township 83, Range 24 a distance of
561.63 feet; thence south along the west line of said Parcel P a distance of 385.09 feet; thence
continuing south along the west line of a parcel described as Parcel M in the Norwest Quarter of
the Southeast Fractional Quarter (Slide 167 Page 5) of Section 6, Township 83, Range 24 a
distance of 247.08 feet; thence east along the south line of said Parcel M a distance of 50.57
feet to the southeast corner thereof; thence south along the west line of a parcel described as
BEG 311.8' W OF SE COR W349.6' N669.2' E349.6' S TO BEG of the Norwest Quarter of the
Southeast Fractional Quarter of Section 6, Township 83, Range 24 a distance of 673.11 feet to
the southwest corner thereof; thence west along the north line of a parcel described as Parcel K
(Slide 159 Page 3) of the Southwest Quarter of the Southeast Fractional Quarter of Section 6,
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Final December 5th, 2024
Township 83, Range 24 to the northwest corner thereof a distance of 650.85 feet; thence south
along the west line of said Parcel K to the southwest corner thereof also being a point on the
north right-of-way line of Lincoln Way a distance of 1,224.06 feet; thence east along the south
line of said Parcel K a distance of 907.77 feet; thence north along the boundary of said Parcel K
a distance of 60 feet; thence east along the boundary of said Parcel K the southeast corner
thereof a distance of 90 feet; thence north along the east line of said Parcel K to the northeast
corner thereof a distance of 1,167.92 feet; thence continuing north along the west line of said
parcel describe as BEG 311.8' W OF SE COR W349.6' N669.2' E349.6' S TO BEG to the
northeast corner thereof a distance of 669.92 feet; thence west along the north line of said
parcel to the northwest corner thereof a distance of 349.6 feet; thence north along the east line
of said Parcels M and P to the northeast corner of Parcel P a distance of 632.16 feet; thence
west along the north line of said Parcel P to a point 50.02 feet from the northwest corner there
of a distance of 610.37 feet; thence north along the east line of the Northwest Fractional Quarter
of Section 6, Township 83, Range 24 to a point on the centerline of Ontario Street a distance of
1,621.91 feet; thence continuing west along the centerline of Ontario Street to a point 33 feet
south of the southwest corner of the Birch Meadows Subdivision First Addition, City of Ames,
Story County, Iowa, a distance of 2,108.85 feet; thence north 33 feet to the west line of the said
Birch Meadows Subdivision First Addition and thence along the said west line to the northwest
corner of Lot 5 in said subdivision a distance of 344.67 feet; thence west along the boundary of
the said Birch Meadows Subdivision First Addition and Second Addition City of Ames, Story
County, Iowa, to the southwest corner of Outlot A of said First Addition a distance of 311.72
feet; thence north along the west line of said Outlot A to the northwest corner thereof a distance
of 1,272.7 feet; thence southeasterly along the north line of said Outlot A a distance 292.72 feet;
thence north along the boundary of said Outlot A a distance of 24.29 feet; thence southeasterly
along the north line of said Outlot A to the northeast corner thereof a distance of 158.91 feet;
thence southeasterly along the north line of Outlot YY in the said Birch Meadows Subdivision
Second Addition to the northeast corner thereof a distance of 591.68 feet; thence north along
the west line of Lot 11 of the Brookview Place West Subdivision Third Addition, City of Ames,
Story County, Iowa, to the northwest corner thereof a distance of 25.7 feet; thence southeasterly
along the north line of said Brookview Place West Subdivision a distance of 1,354.61 feet;
thence southeasterly along the north boundary of said subdivision a distance of 25.37 feet;
thence southeasterly along the north boundary of said subdivision a distance of 714.25 feet to
the northeast corner thereof; thence continuing southeasterly along the north boundary of the
Patio Homes West Subdivision Second Addition, City of Ames, Story County, Iowa, a distance
of 281 feet; thence southwesterly along the north boundary of the said Patio Homes West
Subdivision Second Addition a distance of 25 feet; thence southeasterly along the north
boundary of the said Patio Homes West Subdivision Second Addition to the northeast corner
thereof a distance of 323.94 feet; thence north along the west boundary of the Chicago and
Northwestern Transportation Company Railroad in the Southeast Quarter of the Southeast
Fractional Quarter Section 31, Township 84, Range 24 to the northwest corner of said railroad
property a distance of 146.4 feet; thence southeasterly along the north line of said railroad
property to the southwest corner Lot I of the I B Howes Subdivision First Addition City of Ames,
Story County, Iowa, a distance of 741.23 feet; thence north along the west line of said I B
Howes Subdivision Lot I to the northwest corner there of a distance of 85.5 feet; thence east
along the north line of said Lot I to the northeast corner there of a distance of 529.5 feet; thence
south along the east line of said Lot I to the southeast corner thereof said point being also on
the west line of the North Dakota Avenue right-of-way a distance of 172 feet; thence
southeasterly along the north line of said railroad property in Section 31 and the Chicago and
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Final December 5th, 2024
Northwestern Transportation Company Railroad in the Southwest Fractional Quarter Section 32,
Township 84, Range 24 to the southwest corner of a parcel described as the East 675 feet
North of said Railroad Right-of-Way in the Southeast Quarter of the Southwest Fractional
Quarter Section 32, Township 84, Range 24 a distance of 2,043.84 feet; thence north along the
west line of said parcel to the northwest corner thereof a distance of 585.71 feet; thence east
along the north line of said parcel to the northeast corner there of a distance of 692.10 feet;
thence north along the east line of the Northeast Quarter of the Southwest Fractional Quarter
and the Southeast Quarter of the Northwest Fractional Quarter of said Section 32 to the
northeast corner thereof a distance of 2,633.7 feet; thence east along the north line of the
Southwest Quarter of the Northeast Fractional Quarter of said Section 32 to the northeast
corner thereof a distance of 1,320 feet; thence north along the west line of the Northeast
Quarter of the Northeast Fractional Quarter to the southwest corner of a parcel described as the
North 15.75 Acres of the Northeast Quarter of the Northeast Fractional Quarter of said Section
32 a distance of 811.88 feet; thence east long the south line of said parcel described as the
North 15.75 Acres of the Northeast Quarter of the Northeast Fractional Quarter to the southeast
corner thereof a distance of 1,320 feet; thence north along the east line of said parcel described
as the North 15.75 Acres of the Northeast Quarter of the Northeast Fractional Quarter to the
northeast corner thereof a distance of 513.51 feet; thence north along the west line of Section
28 Township 84, Range 24 to the northwest corner of the Norwest Quarter of the Southwest
Fractional Quarter a distance of 2,606.19 feet; thence east along the south line of two parcels of
land described as the West 252 Feet of the Norwest Quarter of the Southwest Fractional
Quarter of said Section 28 South and West of the Road and the Norwest Quarter of the
Southwest Fractional Quarter of said Section 28 South of the Road Except the West 252 Feet to
the southwest corner of the Northridge Heights Subdivision First Addition, City of Ames, Story
County, Iowa, a distance of 792 feet; thence northwesterly along the boundary of the said
Northridge Heights Subdivision First Addition to the southwest corner of Lot A a distance of
982.64 feet; thence south along the west line of said parcel described as the West 252 Feet of
the Norwest Quarter of the Southwest Fractional Quarter of said Section 28 South and West of
the Road to the southeast corner of Outlot A of the Scenic Point Subdivision First Addition City
of Ames, Story County, Iowa, a distance of 302.88 feet; thence west along south line of said
Outlot A to the southwest corner thereof a distance of 281.77 feet; thence northwesterly along
the boundary of said Scenic Point Subdivision First Addition to a point on the boundary of Outlot
C a distance of 447.39 feet; thence west along the boundary of said Outlot C 30.58 feet; thence
south along the boundary of said Outlot C a distance of 80.5 feet; thence west along the
boundary of said Outlot C to the southwest corner thereof a distance of 48.3 feet; thence west
along the south line of Outlot F of the Scenic Valley Subdivision First Addition City of Ames,
Story County, Iowa, a distance of 824.13 feet; thence south along the south boundary of said
Outlot F a distance of 24.41 feet; thence west along the south boundary of said Outlot F to the
southwest corner thereof a distance of 735.39 feet; thence northeasterly along the west
boundary of said Outlot F a distance of 227.22 feet; thence northwesterly along the west
boundary of said Outlot F to the northwest corner there of a distance of 1,336.81 feet; thence
east along the north line of said Outlot F to the northeast corner thereof a distance of 1,216.77
feet; thence north along the east line of the North Half of the Norwest Quarter of the Northeast
Fractional Quarter of Section 28 Township 84, Range 24 to the northeast corner there of a
distance of 662.05 feet; thence west along the north line of said North Half of the Norwest
Quarter of the Northeast Fractional Quarter to the northwest corner thereof a distance of
1,309.62 feet; thence north along the west line of Outlot YY of the Bluffs at Dankbar Farms
Subdivision First Addition City of Ames, Story County, Iowa, to the northwest corner thereof a
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Final December 5th, 2024
distance of 2,261.66 feet; thence east along the north line of said Outlot YY a distance of 325.37
feet; thence southeasterly along the north line of said Outlot YY to a point also being the
southeast corner of a parcel described as Parcel Q (CFN 14-35) of Section 20 Township 84,
Range 24 West of the 5th P.M a distance of 410.81 feet; thence north along the boundary of
said Outlot YY to a point also being the northeast corner of said Parcel Q a distance of 621.29
feet; thence east along the north line of said Outlot YY a distance of 687.28 feet; thence south
along the boundary of said Outlot YY to a point being also the southeast corner of the Jamison
Subdivision, Story County, Iowa, a distance of 300.94 feet; thence east along the boundary of
Outlot YY to a point being also the southwest corner of said Jamison Subdivision a distance of
521 feet; thence north along the boundary of Outlot YY to a point being also the northeast
corner of said Jamison Subdivision a distance of 251 feet; thence north to a point on the
centerline of Cameron School Road a distance of 50 feet; thence east along said centerline to
the center of the intersection of Camerson School Road and George Washington Carver also
being the southwest corner of The Irons Subdivision, Story County, Iowa, a distance of 790.63
feet; thence south along the centerline of George Washington Carver Avenue to the southeast
corner of Outlot ZZ of the said Bluffs at Dankbar Farms Subdivision a distance of 1,314.34 feet;
thence west along the south line of said Outlot ZZ a distance of 430.86 feet; thence south along
east line of the Scenic Valley Subdivision to the southwest corner of parcel described as BEG
NE COR W430.86' S418.01' E432' N418.03' TO BEG in the Southeast Quarter of the Southeast
Fractional Quarter Section 20 Township 84, Range 24 a distance of 418.13 feet; thence east
along the south boundary of said parcel to the northeast corner of Lot 5 of the Scenic Valley
Subdivision Sixth Addition City, of Ames, Story County, a distance of 193.61 feet; thence south
along the east line of the said Scenic Valley Subdivision Sixth Addition to the southwest corner
of a parcel described as Parcel T (Slide 50 Page 3) of the Southeast Quarter of the Southeast
Fractional Quarter Section 20 Township 84, Range 24 a distance of 220.32 feet; thence east
along the south line of said Parcel T to the southeast corner thereof also being a point on the
centerline of George Washington Carver Avenue a distance of 238.44 feet; thence south along
said centerline to the southwest corner of the Southwest Quarte of the Southwest Fractional
Quarter Section 21 Township 84, Range 24 a distance of 676.1 feet; thence east along the
south line of the Southwest Fractional Quarter of said Section 21 to the southeast corner thereof
a distance of 2,625.22 feet; thence east along the south line of a parcel described as Parcel D
(Slide 10 Page 3) of the Southwest Quarter of the Southeast Fractional Quarter to the southeast
corner thereof a distance of 527.06 feet; thence southeasterly along the west line of the Chicago
and Northwestern Transportation Company Railroad property in Sections 21 and 28 Township
84, Range 24 to a point on the east line of a parcel described as BEG 723.88' W & 33' N OF
SE COR W259.12' N504.32' SE567' TO BEG in the Southeast Quarter of the Northeast
Fractional Quarter of said Section 28 a distance of 2,525.9 feet; thence east along the south line
of said railroad property a distance of 100 feet; thence northwesterly along the east line of said
railroad property to the southwest corner of Outlot A of the Cochrane Farm Subdivision, Story
County, Iowa, a distance of 3908.05 feet; thence east along the south line of said Outlot A to the
southeastern corner thereof a distance of 1,287.22 feet; thence north along the east line of said
Outlot A to the northeast corner thereof a distance of 50 feet; thence east along the south line of
Outlot X of the Rose Prairie Final Plat, Franklin Township, Subdivision, to the southeast corner
thereof a distance of 1,162.99 feet; thence south along the west line of Outlot B of said
Cochrane Farm Subdivision to the southwest corner thereof a distance of 50 feet; thence east
along the south line of said Outlot B to the southwest corner thereof also being a point on the
centerline of Hyde Avenue a distance of 99.76 feet; thence south along the centerline of Hyde
Avenue to the southwest corner of the parcel described as BEG SW COR N553.22' TO BEG
142
20
Final December 5th, 2024
N129.43' E391.37' SE119.34' SW168.78' N13.73' W269.38' TO BEG in the Southwest Corner of
the Southwest Fractional Corner of Section 22, Township 84, Range 24, 698.8 feet; thence
northeasterly along the south line of said parcel and a parcel described as Parcel F (Slide 21
page 3) Except Tract A (Slide 114 Page 1) in the Southwest Quarter of the Southwest Fractional
Quarter of Section 22, Township 84, Range 24, a distance of 552.45 feet; thence south along
the west line of said Parcel F to the southwest corner thereof a distance of 493.37 feet; thence
east along the south line of said Parcel F to the southeast corner thereof a distance of 134.55
feet; thence north along the east line of said Parcel F and a parcel described as N462.24'
W974.36' EX PARCEL A (CFN 14-2) & EX TRACT A (SLIDE 114 PAGE 1) in the Southwest
Quarter of the Southwest Fractional Quarter of Section 22, Township 84, Range 24, to the
northeast corner thereof a distance of 1,128.22 feet; thence west along the north line of said
described parcel and said Outlot B a distance of 720 feet; thence north along the east line of
said Outlot X to the northeast corner thereof a distance of 117.86 feet; thence east to the
centerline of Hyde Ave a distance 50 feet; thence north along the centerline of Hyde Avenue to
the northwest corner of the Northwest Quarter of the Southwest Quarter of said Section 22 a
distance of 1,199.43 feet; thence west along the north line of the Northeast Quarter of the
Southeast Quarter to the northwest corner thereof a distance of 1,2963.98 feet; thence south
along the west line of said Northeast Quarter of the Southeast Quarter and said Outlot X to the
southwest corner thereof a distance of 1,314.24 feet; thence west along the north line of said
Outlot A to the northwest corner thereof a distance of 1,243.65 feet; thence north along the west
line of Lot 2 of the Rose Prairie Subdivision Final Plat, Story County, Iowa, to the northwest
corner of said Lot 2 a distance of 3,309.88 feet; thence east along the north line of said Lot 2 to
the southeast corner of Lot 1 of the Rose Prairie Subdivision Final Plat a distance of 1,258.33
feet; thence north along the west line of said Lot 2 to the northwest corner thereof a distance of
663.14; thence east along the north line of said Rose Prairie Subdivision to the northeast corner
thereof also being a point on the centerline of the Hyde Avenue right-of-way a distance of
1,311.23 feet; thence east along the north line of the Quarry Estates Subdivision First Addition
to the point of beginning a distance of 3,557.5 feet; EXCEPT that part of the Christensen’s
(Anton) Subdivision located in unincorporated Story County, Iowa, more particularly described
as Part of Sublot 2 of Lot 14 beginning 1,460.5 feet south of the northeast corner of the
Northwest Quarter of the Southwest Quarter of Section 16, Township 83, Range 24 W210 feet,
N373.2 feet, N157 feet, W196.1 feet, NW117.7 feet, NE32 feet, NE71.6 feet, NE122.4 feet,
NE42 feet, NE80.9 feet, NE86.7 feet, NE100 feet, NE100 feet, NE65.8 feet, NE116 feet, SE32.8
feet, SE168.2 feet, S487.3 feet, S228.6 feet, S206.6 feet, S372 feet, to Beginning.
AND
Parcel K of Section Six (6), Township Eighty-three (83) North, Range Twenty-Four (24) West of
the 5th P.M., as shown in the Plat of Survey recorded at slide 159, Page 3 in the office of the
Story County Recorder.
A tract of land described as beginning at a point South 89°23' West 311.8 Feet of the NE corner
of the SW 1/2 of the SE 1/2 of Section 6, Township 83 North, Range 24 West of the 5th P.M.,
Story County, Iowa, thence South 89°23' West 349.6 Feet, thence North 669.2 Feet thence
South 89°36' East 349.6 Feet, thence South to point of beginning.
Parcel “M" in the SW 1/4 of the SE 1/4 of Sec. 6, Township 83 North, Range 24 West of the 5th
P.M., Story County, Iowa, as shown on the Plat of Survey filed in the office of the Recorder of
Story County, Iowa, on June 13, 2003, as Instrument No. 03-11898.
143
21
Final December 5th, 2024
Parcel “P” a part of the N 1/3 of N 1/2 of the SW Frl. 1/4 and of the N 1/3 of the W 1/2 of the NW
1/4 of the SE 1/4 of Section 6, Township 83 North, Range 24 West of the 5th P.M., Story County,
Iowa, as shown on the Plat of Survey recorded on December 15, 2003, as Instrument No. 03-
24892, Slide 191, Page 2.
The East Fractional Half (E Frl. 1/2) of the Northwest Fractional Quarter (NW Frl. 1/4) of Section
Six (6), Township Eighty-three (83) North, Range Twenty-four (24) West of the 5th P.M., Story
County, Iowa EXCEPT Tract “B”, a part of the NW Frl. 1/4 of Sec. 6-T83N-R24W of the 5th P.M.,
Story County, Iowa, as shown on the “Acquisition Plat” filed in the office of the Recorder of Story
County, Iowa, on September 19, 1996, as Inst. No. 96-10066, Book 14, Page 73, AND EXCEPT
Public Road Right of Way.
East Half (E 1/2) of the West Fractional Half (W Frl. 1/4) of the Northwest Fractional Quarter
(NW Frl. 1/4) of Section Six (6), Township Eighty-three (83) North, Range Twenty-four (24) West
of the 5th P.M., Story County, Iowa.
The West Half (W 1/2) of the West Half (W 1/2) of the Northwest Fractional Quarter (NW Fr l.
1/4) of Section Six (6), Township Eighty-three (83) North, Range Twenty-four (24) West of the
5th P.M., Story County, Iowa, except Beginning at the NW Corner of Sec. 6-T83N-R24W of the
5th P.M., Story County, Iowa; thence S88°47'25”E along the North line of said Sec. 6 a distance
of 742.98 feet; thence S00°30'00”W a distance of 50.00 feet; thence N88°47'25”W along a line
parallel with the North line of said Sec. 6 a distance of 198.83 feet; thence S01°12'35”W a
distance of 50.00 feet; thence N88°47'25”W along a line parallel with the North line of said Sec.
6 a distance of 150.00 feet; thence N01°12'35”E a distance of 50.00 feet; thence N88°47'25”W
along a line parallel with the North line of said Sec. 6 a distance of 394.25 feet; thence
N00°37'00”E along the West line of said Sec. 6 a distance of 50.00 feet to the point of
beginning, containing 1.025 acres, more or less.
Beginning at the North 1/4 Corner of Section 6, T83N, R24W of the 5th P.M., Story County,
Iowa; Thence, N88°47'25"W along the North Line of said Section 6 a distance of 507.85 Feet;
Thence, S01°12'35"W, a distance of 100.00 Feet; Thence, S88°47'25"E along a line parallel
with the North Line of said Section 6 a distance of 452.85 Feet; Thence, S01°12'35"W a
distance of 70.0 Feet; Thence, S88°47'25"E a distance of 55.17 Feet to the East Line of the
NW. Fractional 1/4 of said Section 6; Thence, N01°09T2"E along the East Line of the NW
Fractional 1/4 of said Section 6 a distance of 170.0 Feet to the Point of Beginning.
Beginning at the Northwest Corner of Section 6, T83N, R24W, of the 5th P.M., Story County,
Iowa; Thence, S88°47'25”E along the North Line of said Section 6 a distance of 742.98 Feet;
Thence, S00°30'00”W a distance of 50.00 Feet; Thence, N88°47'25”W along a line parallel with
the North Line of said Section 6 a distance of 198.83 Feet; Thence, S01°12'35”W a distance of
50.00 Feet; Thence, N88°47'25”W along a line parallel with the North Line of said Section 6 a
distance of 150.00 Feet; Thence N01°12'35”E a distance of 50.00 Feet; Thence, N88°47'25”W
along a line parallel with the North Line of said Section 6 a distance of 394.25 Feet; thence,
N00°37'00”E along the West Line of said Section 6 a distance of 50.00 Feet to the Point of the
Beginning.
144
22
Final December 5th, 2024
145
23
Final December 5th, 2024
Exhibit B-
Assessed value of land and buildings with property owner identification.
This file is electronic spreadsheet available upon request.
146
24
Final December 5th, 2024
Exhibit C
Zoning District Map
(larger scale map available upon request)
147
25
Final December 5th, 2024
Exhibit D
Land Use Classification Map
148
26
Final December 5th, 2024
Exhibit E
Ames Plan 2040 Future Land Use Map
149
ITEM #:19
DATE:12-17-24
DEPT:P&H
SUBJECT:2023-24 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION
REPORT (CAPER) FOR CDBG AND HOME PROGRAMS
COUNCIL ACTION FORM
BACKGROUND:
The Community Development Block Grant (CDBG) regulations require the City to prepare a
Consolidated Annual Performance and Evaluation Report (CAPER) and submit it to the Department of
Housing and Urban Development (HUD) on or before September 29 each year. This year, staff
requested and received an extension to submit the report on or by December 31, 2024.
The 2023-24 CAPER describes accomplishments: 1) in relation to goals and objectives identified in the
City’s 2019-2024 Consolidated Plan requirements for the use of CDBG funds, and 2) in the Annual
Action Plan for fiscal year July 1, 2023 through June 30, 2024. The regulations require that the CAPER
be available for a 15-day public review and comment period, which occurred November 28, 2024
through December 16, 2024.
Attached for Council review and approval is a copy of the summary (Goals and Outcomes) of the 2023-
24 CAPER report. For the 2023-24 program year, approximately $411,500 (including administration)
of CDBG funds were expended. Of the $411,500, approximately $93,127 was generated program
income from the sale of properties and from loan repayments. The remainder was spent from the City's
annual allocation. Of the $411,500 expenses, $128,081 was for administrative expenses and
approximately $189,446 was for program expenses. The $189,446 of program expenses included
$158,195 for the acquisition/demolition of slum and blight properties and $31,251 was spent on
disposition of City-owned lots and disposition of lots in the Baker Subdivision.
Under the HOME Program, approximately $32,176 was spent for administrative expenses to complete
the Developer's Agreement for 38 LIHTC multi-family units in the Baker Subdivision. Approved grants
to the LIHTC developer will be expensed in this current fiscal year when the funds are provided to the
developer.
A full copy of the CAPER and attachments are available for review on the City’s website at:
www.cityofames.org/housing.
ALTERNATIVES:
1. Approve the submittal of the City’s 2023-24 Consolidated Annual Performance and Evaluation
Report (CAPER).
2. Do not approve the submittal of the 2023-24 CAPER and provide further direction to staff.
CITY MANAGER'S RECOMMENDED ACTION:
The Consolidated Annual Performance and Evaluation Report has been prepared to reflect the City's
accomplishments related to its Community Development Block Grant (CDBG) program in the prior
fiscal year. It is therefore the recommendation of the City Manager that the City Council adopt
Alternative #1, as described above.
150
ATTACHMENT(S):
Draft 2023-24 CAPER 12-16-24-CAF.pdf
151
PROPOSED DRAFT
CITY OF AMES
CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORTS (CAPER)
CITY OF AMES FISCAL YEAR
JULY 1, 2023 THROUGH JUNE 30, 2024
Public Comment Period:
November 28, 2024 thru December 16, 2024
152
CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
Table of Contents
CR-05 - Goals and Outcomes ................................................................................... 2
CR-10 - Racial and Ethnic composition of families assisted. ..................................... 8
CR-15 - Resources and Investments 91.520(a) ......................................................... 9
CR-20 - Affordable Housing 91.520(b) ................................................................... 15
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) .. 18
CR-30 - Public Housing 91.220(h); 91.320(j) .......................................................... 20
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ................................................... 21
CR-40 - Monitoring 91.220 and 91.230 .................................................................. 27
CR-45 - CDBG 91.520(c) ......................................................................................... 29
CR-50 - HOME 24 CFR 91.520(d) ............................................................................ 30
CR-58 – Section 3 .................................................................................................. 31
Appendix 1- Integrated Disbursement and Information Systems Reports (IDIS) .... 35
CDBG, HOME AND CARES-CV
Appendix II-Program Maps and Budgets ............................................................... 36
Appendix III- Point In Time Count ......................................................................... 37
Appendix IV-ASSET Funder Priorities for FY 2023-24;
and Final Funding Recommendations ................................................................... 38
Appendix V- City Council Resolution, Minutes, Proof of Publication,
and Media Announcements .................................................................................. 39
153
CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed
throughout the program year.
See attached CAPER for the remainder of the narrative!
With community input, the overall goals and outcomes of the City's Strategic Plan were to continue
increasing the supply of affordable housing for low- and moderate-income persons, supporting and
maintaining the public service needs for special populations, homeless, and low-income households and to
address and preserve the viability and stability of neighborhoods through the acquisition and demolition of
dangerous properties. The major progress that the City made in carrying out these three overall strategies
was through the 2023-24 implementation of the following CDBG project activities: a) support of new single-
family housing construction in the Neighborhood Revitalization Strategy Area (NRSA), b) Disposition of
Properties Purchased Program, and c) Acquisition/Demolition of Slum and Blighted Properties, For the
HOME Programs: a) New Construction Low-Income Housing Tax Credits (LIHTC) Project.
2023-24 CDBG Program Activities:
a) The Disposition of Properties. This activity was designed to provide maintenance and costs for properties
purchased in previous program years. For the 2023-24 program year, the activity included the ongoing
maintenance of two vacant parcels at 1107 Grand Avenue and 631 Grand Avenue that were purchased. The
final disposition of this parcel will be determined in program year 2024-25. Additionally, funds were spent to
maintain the single-family and multi-family lots created in the subdivision for the future development of
affordable housing.
c) The Acquisition/Reuse for Slum and Blighted Properties. Under this activity, the following activities may
occur: acquisition of slum and blighted properties; acquisition of properties for public facilities use (shelters,
recreational use, etc., or infrastructure improvements such as sidewalks, street improvements, shared use
bike paths, etc.) Also, funds may be used to purchase vacant in-fill lots for redevelopment into non-affordable
housing, for public facilities use, or public infrastructure. This activity may include demolition and clearance.
The goal is to address the needs of non-LMI populations or other community needs, which may include
addressing the needs of LMI Persons. For the 2023-24 program year, one property purchased at 1514 Duff
Avenue was acquired that was tagged as dangerous, abandoned, and unsafe. The property is anticipated to
be demolished in the program year 2024-25.
d) Continuing the Installation of Public Infrastructure Improvements Program for Baker Subdivision (321
State Avenue). This activity was designed to cover the cost of infrastructure improvements, such as streets,
water, sewer, electrical, sanitary, sidewalks, etc., to create a mixed-income affordable housing subdivision
for the construction of 26 single-family housing lots and one multi-family housing lot in the City’s
Neighborhood Revitalization Strategy Area (NRSA). This activity will also include the installation of a pocket
park for the subdivision. During the 2023-24 program year of the seven (7) lots that were sold to Habitat for
Humanity of Central Iowa (2023-24), two homes were constructed by Habitat and sold to LMI first-time
homebuyers.
154
CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021)
2023-24 HOME Program Activities:
a) Homeownership Construction Program. Under this activity, funds have been set aside to construct one
single-family home on a lot in the Baker Subdivision. After construction, the home would be sold to an
eligible household with an income of 80% or less of the Ames Median Income Limit. For the 2023-24
program year, no home was constructed. A home is anticipated to be constructed in the 2024-25
program year.
b) Homebuyer Assistance Program. Under this activity, funds have been set aside to provide
downpayment and closing cost assistance to eligible first-time homebuyers with incomes at 80% or less
of the Ames Median Income Limits for single-family homes constructed in the Baker Subdivision. Due to
the delay in constructing homes in the 2023-24 program year, it is anticipated that homes will be
constructed in the 2024-2025 program year.
c) Future funding for Low-Income Housing Tax Credits (LIHTC) units in the Baker Subdivision. Under this
activity, funds were set aside to seek a partnership Developer to apply for LIHTC to the Iowa Finance
Authority (IFA) to pursue low-income family rental housing units. In 2022-23, the City partnered with
HATCH Development and submitted an application to IFA for LIHTC funding to construct 38 multi-family,
2, 3, and 4-bedroom units in the Baker Subdivision. In 2023-24, the City and HATCH Development were
notified that it was awarded Low Income Housing Tax Credits (LIHTC) to construct 38 multi-family units
in the Baker Subdivision. Construction of the units is anticipated to start in the 2024-25 program year.
2023-24 HOME-ARP Program: In fiscal year 2021-22, the City of Ames was notified that it would receive a
one-time special allocation of $1.269,248 of HOME-ARP funding. HOME-ARP funding gives jurisdictions
significant new resources to address their homeless assistance needs by creating affordable housing or non-
congregate shelter units and providing tenant-based rental assistance or supportive services. HOME-ARP
funds must be used for individuals or families from the following qualifying populations: homeless; at-risk of
homelessness; fleeing or attempting to flee domestic violence, dating violence, sexual assault, stalking, or
human trafficking; other populations where providing assistance would prevent the family’s homelessness
or would serve those with the greatest risk of housing instability; and veterans and families that include
veteran family members that meet one of the preceding criteria.
HOME-ARP funds can be used for four eligible activities: the production or preservation of affordable
housing; tenant-based rental assistance; supportive services, including homeless prevention services and
housing counseling services; and the purchase or development of non-congregate shelters for individuals
and families experiencing homelessness. Additionally, HOME-ARP provides up to 15 percent of the allocation
for administrative and planning costs of the participating jurisdiction (PJ) and for subrecipients administering
all or a portion of the grant. ARP can provide up to 5 percent of the grant for operating costs of Community
Housing Development Organizations (CHDOs) and other non-profit organizations, including homeless
providers. Funds are also available to these organizations for capacity building.
The City was notified in June 2023 that its Allocation Plan was approved. The anticipated start date is before
or by the 2025-26 program year.
In addition to the outcomes listed below, a summary of accomplishments in attaining the goals and objectives
for the reporting period can be found in Appendix I, along with a project map and budget in Appendix II.
155
To:Mayor & City Council
From:Planning & Housing Department
Date:December 13, 2024
Subject:Zoning Text Amendment to allow Social Service Providers in the Single-
Family Conservation Overlay Zoning District
Item No. 20
MEMO
The ordinance relating to a Zoning Text Amendment to allow Social Service Providers in
the Single-Family Conservation Overlay (O-SFC) Zoning District with the approval of
Special Use Permit for certain Properties abutting Commercial Zoning is attached for
your review and consideration for second reading.
ATTACHMENT(S):
Ordinance ZTA O-SFC Social Service Providers.PDF
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
156
ORDINANCE NO. _______
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF
THE CITY OF AMES, IOWA, BY ENACTING A NEW
SECTION 29.1101(4)(c) THEREOF, FOR THE PURPOSE OF
ALLOWING SOCIAL SERVICE PROVIDERS WITH
APPROVED SPECIAL USE PERMIT IN THE SINGLE-FAMILY
CONSERVATION OVERLAY DISTRICT (“O-SFC”)
REPEALING ANY AND ALL ORDINANCES OR PARTS OF
ORDINANCES IN CONFLICT TO THE EXTENT OF SUCH
CONFLICT; AND ESTABLISHING AN EFFECTIVE DATE.
BE IT ENACTED, by the City Council for the City of Ames, Iowa, that:
Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is hereby
amended by amending Section 29.1101(4)(c) as follows:
“Sec. 29.1101. "O-SFC" SINGLE FAMILY CONSERVATION OVERLAY DISTRICT.
***
(4)Permitted Uses.
(c)Social Service Providers require a Special Use Permit to establish a new facility.
A Special Use Permit to establish a new facility may only be approved for a property that abuts commercial
zoning along the 600 block of Clark Avenue, 100, 200, 300, and 400 blocks of 7th Street with a limitation
of only one additional property being approved for a social service provider within this area after January 1,
2025.
***”
Section Two. All ordinances, or parts of ordinances, in conflict herewith are hereby repealed to the
extent of such conflict, if any.
Section Three. This ordinance shall be in full force and effect from and after its passage and
publication as required by law.
Passed this day of , 2024.
_____________________________________________________________________________
Renee Hall, City Clerk John A. Haila, Mayor
157
To:Mayor & City Council
From:Planning & Housing Department
Date:December 13, 2024
Subject:Rezoning of 3200 University Bouldevard
Item No. 21
MEMO
The ordinance relating to zoning of 3200 University Boulevard from "RI" (Research Park
Innovation District) to "FS-RM (Floating Suburban - Residential Medium Density) with
"PUD" Planned Unit Development Overlay is attached for your review and consideration
of third reading.
ATTACHMENT(S):
4542 Rezoning ORD 3200 University Blvd.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
158
DO NOT WRITE IN THE SPACE ABOVE THIS LINE, RESERVED FOR RECORDER
Prepared by: City Clerk’s Office, 515 Clark Avenue, Ames, IA 50010 Phone: 515-239-5105
Return to: Ames City Clerk, P.O. Box 811, Ames, IA 50010
ORDINANCE NO. 4542
AN ORDINANCE AMENDING THE OFFICIAL ZONING MAP OF THE
CITY OF AMES, IOWA, AS PROVIDED FOR IN SECTION 29.301 OF THE
MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY CHANGING THE
BOUNDARIES OF THE DISTRICTS ESTABLISHED AND SHOWN ON
SAID MAP AS PROVIDED IN SECTION 29.1507 OF THE MUNICIPAL
CODE OF THE CITY OFAMES, IOWA; REPEALING ALL ORDINANCES
AND PARTS OF ORDINANCES IN CONFLICT HEREWITH AND
ESTABLISHING AN EFFECTIVE DATE
BE IT HEREBY ORDAINED by the City Council of the City of Ames, Iowa;
Section 1: The Official Zoning Map of the City of Ames, Iowa, as provided for in Section
29.301 of the Municipal Code of the City of Ames, Iowa, is amended by changing the boundaries
of the districts established and shown on said Map in the manner authorized by Section 29.1507
of the Municipal Code of the City of Ames, Iowa, as follows: That the real estate, generally located
at 3200 University Boulevard, is rezoned from Research Park Innovation District (RI) to Floating
Suburban-Residential Medium Density (FS-RM) with a Planned Unit Development (PUD)
Overlay and Master Plan/Major Site Development Plan.
Real Estate Description:
3200: IOWA STATE UNIVERSITY RESEARCH PARK PHASE III 2ND ADD LOT:1
Section 2: All other ordinances and parts of ordinances in conflict herewith are hereby
repealed to the extent of such conflict.
Section 3: This ordinance is in full force and effect from and after its adoption and
publication as provided by law.
ADOPTED THIS day of ,.
Renee Hall, City Clerk John A Haila, Mayor
159
To:Mayor & City Council
From:Planning & Housing Department
Date:December 13, 2024
Subject:Rezoning of 3300 University Bouldevard
Item No. 22
MEMO
The ordinance relating to zoning of 3300 University Boulevard from "RI" (Research Park
Innovation District) to "FS-RM (Floating Suburban - Residential Medium Density) with
"PUD" Planned Unit Development Overlay is attached for your review and consideration
of third reading.
ATTACHMENT(S):
4543 Rezoning ORD 3300 University Blvd.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
160
DO NOT WRITE IN THE SPACE ABOVE THIS LINE, RESERVED FOR RECORDER
Prepared by: City Clerk’s Office, 515 Clark Avenue, Ames, IA 50010 Phone: 515-239-5105
Return to: Ames City Clerk, P.O. Box 811, Ames, IA 50010
ORDINANCE NO. 4543
AN ORDINANCE AMENDING THE OFFICIAL ZONING MAP OF THE
CITY OF AMES, IOWA, AS PROVIDED FOR IN SECTION 29.301 OF THE
MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY CHANGING THE
BOUNDARIES OF THE DISTRICTS ESTABLISHED AND SHOWN ON
SAID MAP AS PROVIDED IN SECTION 29.1507 OF THE MUNICIPAL
CODE OF THE CITY OFAMES, IOWA; REPEALING ALL ORDINANCES
AND PARTS OF ORDINANCES IN CONFLICT HEREWITH AND
ESTABLISHING AN EFFECTIVE DATE
BE IT HEREBY ORDAINED by the City Council of the City of Ames, Iowa;
Section 1: The Official Zoning Map of the City of Ames, Iowa, as provided for in Section
29.301 of the Municipal Code of the City of Ames, Iowa, is amended by changing the boundaries
of the districts established and shown on said Map in the manner authorized by Section 29.1507
of the Municipal Code of the City of Ames, Iowa, as follows: That the real estate, generally located
at 3300 University Boulevard, is rezoned from Research Park Innovation District (RI) to Floating
Suburban-Residential Medium Density (FS-RM) with a Planned Unit Development (PUD)
Overlay and Master Plan/Major Site Development Plan.
Real Estate Description:
3300: IOWA STATE UNIVERSITY RESEARCH PARK PHASE III 1ST ADD LOT:1
Section 2: All other ordinances and parts of ordinances in conflict herewith are hereby
repealed to the extent of such conflict.
Section 3: This ordinance is in full force and effect from and after its adoption and
publication as provided by law.
ADOPTED THIS day of ,.
Renee Hall, City Clerk John A Haila, Mayor
161
ITEM #:23
DATE:12-17-24
DEPT:ELEC
SUBJECT:ELECTRIC POWER PLANT CT-1 COMBUSTION TURBINE RETURN TO
SERVICE REPAIRS - CHANGE ORDER NO. 2
COUNCIL ACTION FORM
BACKGROUND:
Among the Electric Utility's electric generation assets, the utility operates two combustion turbine units.
Each unit consists of a stationary jet engine that burns fuel oil and turns an attached generator to
produce electricity. Combustion Turbine 1 (CT-1) was put into service in 1972, while CT-2 was placed
into service in 2005. The units are used to meet electric capacity obligations of the utility, to respond to
periods of peak electric demand, and to provide backup power in outage events where other sources of
electricity may be limited.
On July 15, 2024, CT-1 experienced an unexpected event. Just after startup and being put on-line, the
unit tripped off-line and was not able to be restarted. Power Plant technicians and maintenance staff
worked to determine the cause of the trip. Unable to find an apparent cause, the Power Plant Manager
requested that a field technician from the Original Equipment Manufacturer (OEM), Wood Group Pratt
& Whitney (WGPW), come onsite and perform diagnostics.
Performing a borescope of the internals of the engine, damage was found on the blades in the high-
pressure section of the compressor, particularly the ninth stage of blades. Because of the damage found,
the engine portion of the unit needed to be removed and sent to a turbine repair shop for full
disassembly and inspection.
Staff sent a request for proposals to the only two firms that were known to be familiar with this engine
and able to perform work on it. These were the OEM (WGPW), and Sulzer Turbo Services. On August
6, 2024, City Council awarded a contract to Sulzer Turbo Services to inspect CT-1 engine in the amount
of $50,500.
At the time, staff explained the rationale for selecting Sulzer and noted: "Unless there is a compelling
reason not to, it is likely that Sulzer will be engaged to complete the repair work or related work
to return the unit to service, since: 1) the turbine will be in Sulzer's possession, 2) Sulzer will be
familiar with the unit after having disassembled and inspected it, and 3) Sulzer has an inventory
of identical engines that could be utilized if an "engine swap" is more economical. Therefore,
Council may be approached in the next several weeks for approval of a change order, which may
be for a significantly greater amount than the initial $50,500 contract. Because of this possibility,
staff's evaluation of the two potential vendors included an evaluation of the potential repair costs.
Staff is confident that pricing and performance by Sulzer would be in the utility's best interests.
Additionally, Sulzer is the only one of the two vendors that has identical engines on hand to be
utilized if an engine swap is necessary."
Change Order No. 1 in the amount of $5,500 $9 ,0 5 1 was approved by staff to add services and
personnel time to inspect the expander while Sulzer was onsite removing the engine.
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DIAGNOSIS AND NEXT STEPS:
Sulzer has completed the inspection and provided a findings report. It was determined that the failure
occurred in the 10th stage of the compressor section. The stage contained an originally designed disk
that holds the root of each blade, referred to in the industry as a “skinny 10.” A root of one of the blades
cracked while the unit was operating, causing the blade to become detached from the disk and impact
the stationary blades on both sides. Because the engine was spinning at full speed, the damage caused to
the rest of the engine was substantial. The engine requires a complete rebuild, with most parts
needing full replacement. Staff estimates the cost to perform such a rebuild to exceed $1.6
million; however, staff is not confident that the rebuilt engine would be free from unknown
defects that may arise in the future. Additionally, rebuilding this engine is likely to take 8-12
months to perform.
Because a majority of the engine parts have been so severely damaged, staff is recommending
purchasing a “used” but operable engine from Sulzer and then have that engine overhauled. The
used engine was purchased by Sulzer from another utility as operational, but must be overhauled
because of the previous number of hours that it operated before being taken out of service. The overhaul
will consist of the engine being fully disassembled and inspected, with any parts found out of tolerance
being replaced and all service bulletins and upgrades being performed. Included among this work would
be the removal of the "skinny 10" disk (if present) and replacement with a more substantial OEM-
approved upgrade. The overhauled engine will come with a warranty that assures its operation for 800
hours or for 12 months, whichever comes first.
CT-1 is very important to the utility as it is the only unit that is capable of a “black start.” This means if
the City is completely without power, this unit would be used to start up all other generation. It is also
the only unit that can operate both without natural gas and in the cold months, providing reliability in
the winter when natural gas supplies are scarce.
Additionally, the Electric utility is required to have available generating capacity to cover
historical peak load for each season, plus a reserve margin. Because the CT-1 unit experienced an
unplanned outage, the utility's available capacity has been diminished for the fall quarter. Failure
to have a replacement installed by January 14, 2025 will result in decreased capacity for the
winter quarter. When the utility's available capacity falls below MISO's requirements, the utility
is required to replace the missing capacity through a capacity auction, which can be
unpredictable and expose the utility to high costs.
The overhaul process for the replacement engine will take 4-6 months for Sulzer to perform. This
being the case, Sulzer has offered to lease the City a unit until the overhauled engine can be provided.
The lease would cost $208,650 for up to 6 months plus $750 per operating hour, inclusive of
shipping, installation, commissioning, and removal of the engine.
A summary of the proposed costs is provided below:
Work Performed Cost with Sales Tax
Replacement Engine:
Overhaul Engine $ 1,150,250 $ 1,150,785
Shipping Overhauled Engine 8,560
Field Services to Install Overhauled Engine 62,106
Subtotal Replacement Engine $ 1,220,916 $ 1,221,451
163
Temporary Leased Engine:
Lease Temporary Engine $ 101,650
Shipping Lease Engine 17,120
Field Services to Install/Remove Lease Engine 89,880
Allowance for Hourly Operating Charges 75,000
Subtotal Temporary Leased Engine $ 283,650
TOTAL $ 1,504,566 $ 1,505,101
The table above includes an allowance of funding for the hourly operating fee charged by Sulzer. Staff
anticipates that the leased engine will need to be operated for approximately 100 hours during the term
of the lease. However, it cannot be known how frequently the unit will need to be operated. The number
of hours will be dependent upon weather, required environmental testing, transmission needs, and the
condition of the City's other generating units. If the number of hours is significantly higher, staff will
return to the City Council for a change order, as necessary. The Electric Utility will provide fuel and
any other required operating resources through the existing department operating budget.
Staff was recently made aware that Sulzer is not licensed to collect taxes in the state of Iowa. Therefore,
the City will pay applicable taxes directly to the State of Iowa. The change order being proposed for
City Council approval will include the sales tax for the original contract and Change Order No. 1, which
were previously approved. These taxes total $4,168.57.
Change Order No. 2 has been prepared to reflect the cost of the refurbished unit, the leased
engine (including an allowance for operation), and taxes for services previously contracted to
Sulzer. The Change Order is in the amount of $1,508,734.57 $1,509,269.57, bringing the total
contract amount to $1,564,734.57 $1,568,820.57.
FINANCING:
The costs to return CT-1 back to service, along with the temporary lease unit, will be expenses that
were not budgeted. The Electric Utility has an insurance deductible of $500,000. Insurance will cover
the costs of the overhauled replacement unit and installation, less the deductible. The costs for the
leased unit are not eligible for reimbursement. Therefore, the Utility's ultimate estimated cost is
$783,650, while insurance coverage is anticipated to pay for $781,084.57 $785,170.57.
The Utility must cover all the expenses while the project is ongoing, until an insurance reimbursement
can be obtained. Staff plans to pay for these expenses from the excess funds currently in the Ash Pond
Capital Improvement Project that is underway. The Ash Pond CIP account has an unencumbered
balance of $1,695,434 as a result of favorable bids for that project.
ALTERNATIVES:
1. Approve Change Order No. 2 to Sulzer Turbo Services of La Porte, Texas, in the amount of
$1,508,734.57 $1,509,269.57.
This action will approve the leasing of an engine from Sulzer and an allowance for
operating it during the 4-6 months of use. Additionally, Sulzer will rebuild a used engine
and furnish it to the Utility.
2. Approve Change Order No. 2 to Sulzer Turbo Services of La Porte, TX, in the amount of
164
$1,225,084.57 $1,225,619.57.
This action would result in Sulzer rebuilding a used engine, but would not provide for a
leased engine to be operated while the rebuild takes place. This option may result in
significant costs to the Utility as a result of failing to meet the Utility's capacity obligations!
3. Refer this item to staff for further information.
It is important that the Council understand that delays in providing replacement capacity
may subject the Utility to increased penalties as a result of failing to meet the Utility's
capacity obligations into January 2025.
CITY MANAGER'S RECOMMENDED ACTION:
This work is necessary to return the City’s CT-1 combustion turbine engine to service. Electric staff
has determined Sulzer Turbo Services to be fully capable of performing the necessary repairs and
providing a temporary lease unit. Sulzer performed the inspection at its site and has staff experienced in
repairing the same model of gas turbine engines.
This generating unit provides needed capacity, provides quick energy production in an
emergency, and provides the City’s electric system the ability to “Black Start”. Failure to return
the unit to service in a timely manner will require the City to purchase replacement capacity
and/or explore the purchase and installation of a new generating unit.
Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1,
as described above.
165
To:Mayor & City Council
From:Donald Kom, Director of Electric Services
Date:December 13, 2024
Subject:Electric Services Long Range Plan
Item No. 24
MEMO
The City's Electric Utility is in the midst of dynamic changes. The primary fuels used in
the City's Power Plant ten years ago (coal and refuse derived fuel) are different from
those used today (natural gas and RDF), and those anticipated to be used in just three
years' time (natural gas alone). Increasing demand for electric vehicles and other devices
has changed how metering infrastructure and rates are used to manage growth in load.
Extreme weather events (e.g., the 2020 derecho) and infrastructure investments by
neighboring utilities have presented the need and opportunity for additional electric
transmission capabilities. Finally, the City's Climate Action Plan has called for significant
changes in how energy is produced to serve Ames customers' needs.
In light of these dynamics and considering the infrastructure currently in place to meet
the Utility's needs, staff has begun the process to develop the 5-year Capital
Improvements Plan for the Electric Utility, which will be presented early next year. The
Electric CIP will contain dramatic changes in direction compared to prior
CIPs. These changes will be necessary to accomplish the Utility's obligation to provide
reliable energy at an affordable price, and to additionally embody the Council's vision
regarding sustainability. Among several important projects, the CIP will contain a project
for new thermal generation to meet the reliability and capacity needs of the City, and a
project to obtain renewable energy for the Electric portfolio in support of the Climate
Action Plan.
In order to prepare the City Council for the unveiling of this new Electric CIP, staff
has prepared a presentation which will be reviewed at the December 17 Council
meeting. The presentation aims to illustrate the historical impacts that have led to this
pivotal moment for the Utility. Staff will also outline the philosophies that have been
employed to prepare the CIP for the next five years. The presentation is being finalized
and will be posted to the City's website and emailed to the City Council on Monday,
December 16.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
166
To:Mayor & City Council
From:Corey Goodenow, Finance Director
Date:December 6, 2024
Subject:Budget Guidelines
Item No. 25
MEMO
At the onset of each fiscal year's budget preparation cycle, the City Manager and Finance
staff engage the City Council in a comprehensive budget overview. Please see the
attached documents that describe the FY 2025/26 Budget Issues.
ATTACHMENT(S):
FY 2025-26 Budget Issues Document.pdf
LOST Projection.pdf
Attachment A - 2025-2026 City ASSET Budget Request.pdf
Outside Funding Applications Combined.pdf
Town Budget Meeting Minutes.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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FY 2025/26 Council Budget Issues
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FISCAL YEAR 2025/26
CITY COUNCIL BUDGET
ISSUES
At the onset of each fiscal year's budget preparation cycle, the City Manager and Finance staff engage the City
Council in a comprehensive budget overview. This presentation serves four primary objectives:
1. Offering a comprehensive perspective of the forthcoming year's budget, including incorporating factors
likely to influence the Council's budgetary decisions later in the cycle.
2. Sharing input and requests concerning the budget received from local citizens and organizations.
3. Soliciting Council guidance on specific budget components, such as overall funding allocations for human
services and the arts.
4. Receiving any broad funding or service level directives the Council wishes to integrate into the budget.
OVERALL ECONOMIC CONDITION OF THE CITY
The Ames Area Metropolitan Statistical Area (MSA) has seen steady growth over the years, with its unemployment
rate reflecting the overall economic stability of the region. Historically, the area has maintained lower
unemployment rates compared to state and national averages. This is largely due to its diverse economy, including a
strong presence of Iowa State University, which provides employment in education, research, and development. In
recent years, the unemployment rate in Ames has generally been below 3%, even during economic downturns,
demonstrating resilience and an adaptive labor market.
Per capita income in the Ames MSA has experienced significant growth, driven by an increase in both educational
attainment and the number of high-paying jobs, particularly in research, technology, and higher education sectors.
Historically, Ames has had a higher per capita income than the state of Iowa as a whole, due to the influence of Iowa
State University, which attracts skilled professionals and researchers. In recent years, this trend has continued, with
per capita income outpacing both state and national averages. As of the latest data, per capita income in Ames has
grown steadily, with a noticeable increase in tech-related fields and professional services.
Gross Domestic Product (GDP) for the Ames MSA has also shown a positive trajectory. The region’s GDP growth
reflects the economic diversification in the area, which includes agriculture, education, and research-based
industries. Over the past few decades, the Ames economy has evolved from primarily agricultural to a more
knowledge-based economy, bolstered by university-driven innovation. The region has seen GDP growth rates that
align with broader state trends, with significant annual growth reported in sectors like research and technology.
Historically, Ames' GDP growth has been driven by its educational and technological industries, with a marked
increase in innovation-driven sectors like life sciences, engineering, and data analytics.
When comparing these economic indicators to historical trends, Ames has proven to be a stable and growing region.
The lower unemployment rates, consistent rise in per capita income, and GDP growth show that the Ames MSA has
successfully diversified its economy over time. The presence of Iowa State University continues to play a central
role in driving economic growth and maintaining high levels of educational attainment, which supports a high-
income, skilled workforce. This positions Ames as one of the stronger and more resilient MSAs in Iowa, with
continued potential for growth in tech, education, and research-driven industries.
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CHANGES TO THE IOWA PROPERTY TAX SYSTEM
The 2024 Legislative session resulted in additional changes to the Iowa property tax system, building on the
significant alterations made during the 2023 session.
Prior to FY 2024/25, cities in Iowa had the authority to levy property taxes on residential, commercial, industrial,
and agricultural properties at the following rates: up to $8.10 per $1,000 of taxable value for residential, commercial,
and industrial property, and up to $3.00375 per $1,000 for agricultural property.
However, significant changes were made in 2023 when the Iowa Legislature approved legislation that reduced the
levies available for use and introduced the “Combined General Fund Levy” (CGFL). This change is expected to lead
to revenue reductions for most cities, as the CGFL is subject to automatic reductions based on annual non-TIF
taxable property valuation growth.
A critical provision of the new law establishes a system that reduces a city’s CGFL if the city's non-TIF taxable
property valuation growth exceeds certain thresholds. These reductions are determined by comparing the FY
2025/26 non-TIF taxable valuations, as reported by the city assessor, to the base year (FY 2024/25). Once the
growth is calculated, the city’s CGFL will be adjusted accordingly for the following year (FY 2025/26). For FY
2025/26 the calculations are as follows:
Annual Non-TIF Taxable Value Growth < 2.75%: Maximum CGFL of $8.10
Annual Non-TIF Taxable Value Growth = 2.75%–3.99%: CGFL revenue growth is reduced by about 1%.
Annual Non-TIF Taxable Value Growth = 4%–5.99%: CGFL revenue growth is reduced by about 2%.
Annual Non-TIF Taxable Value Growth ≥ 6%: CGFL revenue growth is reduced by about 3%.
The new system requires cities to use the CGFL for years between FY 2024/25 to FY 2027/28. Cities that start with
a CGFL above $8.10 can retain that rate if their taxable value growth remains below the 2.75% threshold. The
legislation sets a firm maximum CGFL of $8.10 starting in FY 2028/29 for all cities, regardless of taxable valuation
growth, past CGFL levels, or other budget considerations.
Also, as part of the 2023 property tax legislation, the State introduced a new homestead exemption for property
owners aged 65 and over, further reducing taxable valuations. The additional exemption is $3,250 for FY 2024/25
and increases to $6,500 beginning FY 2025/26 and forward. No state reimbursement was included as part of the
legislation. The total number of exemptions in FY 2025/26 is 2,669 compared to 2,605 in FY 2024/25. The increase
in applicants and the individual exemption amount increased the total abatement from $11,716,250 to $17,348,500.
The total impact of this section of the 2023 property tax legislation is expected to result in decreased revenue of
between $80,000 and $90,000 in FY 2025/26 and continue thereafter.
Beginning in FY 2024/25, the military exemption is no longer funded by the State and increased from $1,852 to
$4,000. The exemption is expected to reduce the City’s taxable valuation by roughly $4 million. The number of
applicants who requested the military exemption decreased slightly from FY 2024/25 to FY 2025/26, from 1,003 to
985. The lost revenue associated with this exemption is expected to be between $18,000 and $19,000 annually.
The 2023 property tax legislation also introduced changes to the budget process, which were further adjusted during
the 2024 legislative session. Cities are now required to finalize their budgets and submit the proposed tax rate
information to the Iowa Department of Management by March 5. Starting with the FY 2025/26 budget, the County
Auditor must mail an annual property taxpayer statement by March 15. This statement will outline the tax
implications of the proposed levy for the three primary property tax entities: the City, School District, and County.
Unlike the FY 2024/25 property tax statements, the examples included will reflect 110% of the valuation from the
prior year. The statement will also detail the impact of any changes to the tax rate, the reasons for these changes, and
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the date and time of the public hearing at which the taxing entity will consider the maximum tax levy. The earliest
possible date for the public hearing is March 20, ensuring sufficient time to file the final approved budget with the
state by the April 30 deadline.
Also impacting the City’s property tax collection is the continued implementation of the backfill elimination
associated with the rollback of commercial property valuation. Beginning in FY 2014/15, the state revised the
valuation process for commercial and industrial property through a rollback, or limitation order, that reduced the
taxable valuation for commercial and industrial property to 95% in FY 2014/15 and 90% in FY 2015/16. To
minimize the impact on local governments, the state created a standing appropriation to reimburse local
governments for the property tax reductions resulting from the new rollback. The “backfill” was funded at 100% by
the state for fiscal years 2014/15-2021/22.
During the 2021 legislative session, the Iowa Legislature passed legislation phasing out the “backfill” funds over a
five- or eight-year period. The phase-out period is determined by the tax valuation growth rate of each city. Cities
whose average property tax valuation growth rate increased by more than 34.14% for FY 2020/21 compared to FY
2013/14 are receiving a five-year phase-out. Cities with a lower than 34.14% are receiving an eight-year phase-out.
The reduction in the backfill is phased out evenly each year, based on the growth rate. The City of Ames
experienced 37.0597% growth during the noted period, resulting in a five-year phase-out of $976,583. FY 2025/26
is the fifth and final year of the phase-out, which will result in a decrease in backfill funds of $195,316 when
compared to FY 2024/25.
GENERAL FUND
The General Fund ended FY 2023/24 with an approximately $16.9 million balance. This created an ending balance
of roughly $6.7 million higher than what was anticipated when the FY 2023/24 budget was originally adopted.
Overall, FY 2023/24 revenues were roughly $1.1 million higher than budgeted. The largest revenue impact was the
increased collection of Local Option Sales Tax ($319,970) and the unrealized gain on investments ($995,807). FY
2023/24 expenses were roughly $5.6 million lower than the FY 2023/24 adjusted budget. However, approximately
$4.6 million of the expense savings were related to capital projects carried over to FY 2024/25. The most significant
operating expense reductions were due to vacant positions in Law Enforcement, Fire Safety, and Library Services.
As previously mentioned, the savings from FY 2023/24 primarily stem from capital projects and departmental
initiatives that were deferred to FY 2024/25. Of the additional General Fund balance, approximately $4.6 million
has been allocated to unfinished FY 2023/24 projects that have been carried over to the adjusted FY 2024/25 budget.
These projects consist of funding for the Downtown Plaza ($721,807), the Auditorium HVAC system ($649,462),
City Hall improvements ($556,066), Parks and Recreation agility course equipment ($238,636), the Splash Pad
($231,172), bike trail signage ($159,233), funding for space renovations in City Hall ($159,269), the Library carpet
replacement project ($155,568), a soccer mini-pitch at Lloyd Kurtz Park ($148,290), the study for the new Animal
Shelter ($100,000), funding for the development plan for the new park on Ontario Street ($100,000), a community-
wide DEI plan ($100,000), and funding to evaluate City facilities as part of the Climate Action Plan ($100,000), as
well as several other initiatives.
After considering carryovers, staff has projected a net available balance of approximately $2.1 million at the
conclusion of FY 2023/24. However, staff anticipates that savings on salaries from open positions in the FY
2024/25 adjusted budget will provide additional supplementary funding for one-time expenses.
The Council has the option to leverage the additional balance from FY 2023/24 and FY 2024/25 to subsidize
operating costs, thus resulting in a reduction in property tax rates in FY 2025/26. However, it is important to note
that this strategy may lead to a greater increase in the following year, as the one-time balance would need to be
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replaced with a more permanent revenue source. Therefore, after careful consideration, the staff recommends
utilizing the one-time available balance created by savings in FY 2023/24 for one-time expenses. This approach will
help ensure that the budget remains stable and that there is no undue burden on taxpayers in the long term. During
the budget review, the City Manager will present a list of potential projects that can be funded using the available
balance.
Additionally, the remaining fund balance that exceeds the Council-approved minimum balance (25% of revenues
less pass-throughs) will help provide a contingency for unexpected expenses or revenue reductions, including
additional modifications to the state's property tax system.
ALTERNATIVE RESPONSE FOR COMMUNITY HEALTH (ARCH)
In response to MGMC’s request, $102,000 was budgeted in FY 2024/25 for 56 hours per week of service for this
new partnership.
At the time, staff believed that the City was paying 50% of the total cost of this new service. It has now been
clarified that the City only contributed 50% of the cost of personnel assigned to ARCH. Other costs that were
absorbed by MGMC were related to vehicle fuel/maintenance, education, software, etc.
For FY 2025/26, MGMC is requesting an increase to $130,00 from the City, while they will contribute $132,394,
and a new partner, ISU, will contribute $30,000 to the ARCH program for the same 56 hours per week service.
Apparently, this request calls for the City to again only share in the cost for personnel (48% to the City and 52% to
MGMC).
MGMC staff is indicating that this next year they:
Are open to adjusting their schedule to better respond to service demands. Currently, they begin the service
at 9:00 a.m.
Rather than merely waiting at the hospital to respond to requests for service, they also intend to proactively
engage in outreach efforts to educate the public about their services when they are not out on calls for
service by interacting with the homeless community and other clients at schools, homeless shelters, and at
other public locations such as the Library and Bandshell Park.
They will continue to explore future grant opportunities to reduce the partners' financial obligation in
ARCH.
The City Council will have to decide if the City should continue to help finance this service at the increased amount
requested.
CYRIDE
CyRide’s ridership continues to recover in FY 2025/26, with current levels at approximately 85% of pre-pandemic
ridership. Passengers are critical to our transit system's success, as high usage is directly tied to increased federal
funding levels, highlighting why maintaining and growing ridership is so important for keeping our transit system
strong and sustainable.
Efforts to improve driver hiring and retention have reduced vacant positions, allowing for additional bus service and
less crowding on busy routes. In 2023, CyRide began operating its first two battery electric buses. With five more on
order, this achievement supports goals set by the Transit Board and the Climate Action Plan.
To sustain existing service and staffing levels, CyRide is requesting a 2.5% baseline increase in funding
contributions from its three local funding partners for FY 2025/26. For our community, this contribution will come
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FY 2025/26 Council Budget Issues
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from property tax revenues generated by the Transit Levy, totaling $2,227,370. These additional funds will help
preserve current transit services as ridership continues to recover.
As we continue to move forward, CyRide staff will focus on increasing ridership, enhancing the customer
experience, and exploring federal grant funding for a needed facility expansion at the current site. These efforts
ensure CyRide will continue to meet and exceed passenger expectations while supporting the community’s growth
and mobility options.
UTILITY RATES
WATER AND WASTEWATER
City staff updates long-term rate planning each year based on operating cost trends and capital improvements. Staff
also reviews the timing of other utility rate increases to minimize the impact on affected customers. Historically, the
City has alternated rate increases between water and sewer to minimize customer impact. In 2024, the City entered
into a loan agreement with the Iowa State Revolving Loan Fund Program to fund improvements to the City’s Water
Pollution Control Facility. The not-to-exceed amount of the loan agreement was approximately $65 million,
resulting in a reevaluation of the City’s rate forecast. Staff believes that instead of alternating rate increases by
utility, increasing rates for both utilities annually will minimize the impact on ratepayers and provide the necessary
funding to accommodate the debt service for this significant project. For the upcoming fiscal year, staff
recommends a 5.5% increase in wastewater rates and a 3.5% increase in water rates. The net impact on a median
residential customer’s utility bill would be $2.85 per month in FY 2025/26. Staff anticipates requesting that the
5.5% and 3.5% rate increases for wastewater and water rates, respectively, will continue for at least the following
four years.
ELECTRIC
As part of the City’s 2024 rate study, the consultant evaluated the necessary rate structure to support additional
investment in generation, including additional renewable alternatives. To avoid substantial one-time increases in the
future, staff recommends a 1.5% increase in electric rates for next year, consistent with the information provided by
the City’s consultant. The net impact on a median residential customer’s electric bill would be $1.20 per month in
FY 2025/26. While still being evaluated, staff believes that in addition to the proposed 1.5% increase in FY
2025/26, the subsequent four years will also likely require an additional 1.5% increase to support investment
renewable generation. Additionally, the transition away from the combustion of municipal solid waste will provide
the necessary financial flexibility to fund future improvements to replace Unit 7 and accommodate increased
electrical demand, as shown in the five-year CIP. That said, given the size and scope of these improvements, staff
expects to spend much of the coming year working with Council to identify project scopes and schedules that fit the
Council’s goals and associated rate structure.
RESOURCE RECOVERY
Beginning on July 1, 2024, tipping fees increased from $62.50 to $75.00 per ton. The increase in tipping fee resulted
from the recent change in the Electric utility’s natural gas contract. The increased cost of gas required a smaller
quantity of gas to be purchased, which thereby reduced the amount of refuse-derived fuel (RDF) that could be
accepted for burning at the Power Plant. Larger quantities of refuse were diverted to the Boone County landfill,
resulting in lost tipping revenue for the Resource Recovery System. The per capita fee remains unchanged since
January 1, 2018, when it was last raised from $9.10 to $10.50.
At Council’s direction, City staff has been evaluating the conversion of the Resource Recovery System into a new
model where refuse-derived fuel is no longer produced for the Power Plant. Staff has consulted with several
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different potential landfill partners and has developed preliminary financial modeling for the construction and
operation of a solid waste and recycling transfer station. This facility would receive solid waste and recyclables
separately, remove additional recyclable metals from the solid waste stream, and then transport compacted loads of
solid waste to a landfill. Recyclable materials would be consolidated and transported to recyclers. Staff has proposed
entering negotiations with Carroll County as a landfill partner and has identified several potential sites for a transfer
station facility. The goal is to have a new facility operational by July 2027.
Once further information about the transfer station site and disposal agreement is known, detailed financial
modeling can occur, and the City can approach the existing Resource Recovery partner agencies/communities about
the prospect of extending the 28E intergovernmental agreements. It is possible that fees will need to be increased in
the next few years to accomplish this transition to a new model. However, staff does not anticipate proposing an
increase to tipping fees or the per capita fee in the next fiscal year. The Council will be asked later in FY 2024/25 to
consider whether to implement a curbside recycling program in order to reduce the volume of material that ends up
in the landfill, since plastics and paper will no longer be converted into Power Plant fuel and cannot be easily
removed once incorporated into the solid waste stream. Such a program could involve requiring garbage haulers to
offer recycling or a single citywide contract for recycling services. The Council will also need to answer questions
such as whether to make participation mandatory and what fees to charge for the program. Answers to these
questions will be used to develop the budget for FY 2026/27 and later.
STORMWATER
The stormwater drainage system is currently subject to a 4-tier structure based on impervious area adopted in FY
2012/13. As of July 1, 2022, the fee is $5.20 per equivalent residential unit (ERU). The revenue generated from this
fee is allocated towards maintaining and expanding the storm sewer infrastructure, preventing overland flooding,
performing erosion control, and installing other useful measures for adequate control, management, collection,
drainage, and disposition of stormwater. Staff continuously evaluates the stormwater system's long-term needs,
including future capital improvement projects, personnel, and equipment. No modifications to the fee structure or
rates are anticipated for FY 2025/26.
FUTURE CAPITAL PROJECTS
As part of the FY 2024/25 CIP, staff identified five possible Capital Improvement projects that the Council should
consider:
New Animal Control Shelter
Relocation of Fire Station #2
Development of a new community park in West Ames
New Indoor Recreation Center
New Fire Station #4
The Council appropriated funding in FY 2024/25 to develop estimated costs for the first three projects. As staff
prepares the CIP for the coming year, staff has included funding the Animal Control Shelter as the Council’s top
priority.
Staff anticipates hiring a consultant and preparing cost estimates to acquire and renovate an existing facility to be
completed in the coming months. Should the project prove a viable alternative for the City, staff will need to
understand the preferred financing strategy in order to finalize this CIP. In January, staff will present information to
the City Council regarding the funding alternatives, which may include a combination of the Council Priorities
Capital Fund, donations, and G.O. Bond proceeds, as the Council directs.
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It should be emphasized that, for whichever of the five projects the Council hopes to pursue, additional
consideration should be given regarding the required operating subsidy. Recent and anticipated property tax
limitations imposed by the State, may make these difficult decisions substantially more challenging.
RESIDENTIAL INFRASTRUCTURE IMPROVEMENTS
One of the City Council's goals is to increase the availability of housing stock in Ames. Recently, developers have
approached staff regarding an interest in a northern development west of Hyde Avenue. In support of the project,
developers are requesting the City provide incentives in the form of infrastructure improvements. While the project,
scope, and feasibility are still yet to be determined, it is unlikely that any decisions will be made in time for inclusion
in the recommended CIP, which is estimated to be completed by late January. At issue is the funding of these requested
improvements, given the most likely source of revenue would be the City’s annual general obligation bond issuance,
which is finalized and included in the City’s annual tax levy as part of the City’s budget process. Alternatively,
unobligated ARPA funds may be a feasible source of funding to meet some of the requests.
While the staff is working with developer on a solution in the area that would allow for one development of between
125-150 lots through lower-cost infrastructure improvements ($200,000), to fully open the area on the north side of
the City, staff estimates a much more significant infrastructure investment would be required. Current estimates for
this project range between $1.5 million and $2 million, with cost allocations to the Developers and the City yet to be
determined.
The question before the Council is whether staff should proceed with including these new infrastructure projects in
the annual CIP and city tax levy, in an attempt to spur additional residential construction. If so, to what extent? To
fully construct all necessary improvements, staff believes the approach will require us to eliminate projects previously
identified in the CIP in order to create a financially viable plan.
FITCH FAMILY INDOOR AQUATICS OPERATING COSTS
As the City prepares for the opening of the Fitch Family Indoor Aquatic Center in FY 2025/26, staff is developing
estimates for the property tax subsidy that will be needed in the budget to support the facility's operations in the face
of great uncertainty caused by 1) no definitive month has been identified for when the building the will be ready in
FY 2025/26 for occupation and 2) lack of previous experience managing an indoor aquatics center of this magnitude
makes it difficult to project operating expenditures and revenues of the new aquatics center. Therefore, it should be
noted that the completion timeline, projected operating expenditures, and projected revenue are based on the best
information available at this stage of the project. These projections might have to be adjusted at a later date.
Furthermore, there are concerns regarding potential property tax restrictions, as state elected officials have indicated
that this will be a priority in the 2025 legislative session. This raises worries that if operational expenditures exceed
expectations or revenue projections, especially from season passes, fall short, the General Fund subsidy may be higher
than estimated. Staff will continue to provide updates, forecasts, and discussions about the facility's opening in the
coming months and will incorporate any necessary adjustments into the City’s future budget amendments.
PARKING
The Parking Revenue Fund continues to struggle to meet its operating revenue requirement year over year and, as
such, has made little progress in supporting collections that would sustain significant capital projects/maintenance.
While the fund is close to covering the operational costs, additional revenue sources are likely required to fund any
significant capital investment.
In July 2024, staff initiated the process of collecting outstanding parking tickets by prohibiting vehicle registration
renewals for Story County residents with significant outstanding balances. While difficult to determine, staff
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believes this collection method has resulted in the collection of nearly $16,000 of past-due parking tickets through
the first quarter of the fiscal year. Additionally, staff is in the process of working with the Iowa Department of
Revenue to utilize the state “setoff” program to collect past-due parking tickets from Iowa residents. The setoff
program redirects any payment by the state (e.g., tax refunds, gambling winnings, etc.) to the City for any
outstanding financial obligation. While staff expected to fully utilize the program early in the current fiscal year, the
program recently transitioned to a different state department, setting back the implementation process for new
program applicants. Following full implementation of these collection methods, staff will reevaluate the financial
condition of the parking fund and make rate, timing, and program recommendations.
HOTEL/MOTEL TAX FUND
Hotel/Motel tax revenues are collected in the General Fund and transferred to the Hotel/Motel Tax Fund. Of the 7
cents per dollar collected, 5 cents are passed through to Discover Ames, 1 cent replaces the Local Option Sales Tax
that is not collected on hotel stays, and the remaining 1 cent is allocated to the Hotel/Motel Tax Fund for economic
development opportunities.
From FY 2022/23 to FY 2023/24, collections decreased from $2,878,000 to $2,762,000, or roughly 4%. This
revenue decrease is likely due to a decrease in the number of events that drive room occupancy. For FY 2025/26,
staff is estimating a budgeted amount of $2,773,000, which is a slight increase over the FY 2023/24 actual revenue
($2,762,000) and a slight decrease over the FY 2024/25 ($2,775,000) projected revenue. The City maintains a strong
balance in the Hotel/Motel Tax fund, ending FY 2023/24 at $1,933,000.
INTEREST RATE REVENUE
While an increase in interest rates will negatively impact the City's borrowing costs, they also provide additional
sources of revenue for funds with substantial balances. Staff projects interest revenue for FY 2024/25 to be
approximately $7.0 million and roughly $4.9 million in FY 2025/26. These projections make the assumption that the
Federal Reserve will continue to cut the federal funds interest rates over the next eighteen months. For this reason,
staff utilized a 3.5% interest rate on the average balances. It should be noted that staff made adjustments in the
average balances, and interest calculations were deemed reasonable. Further, staff uses a conservative approach to
estimating interest revenue, including lower rates and using existing balances, resulting in decreased invested funds.
PENSION CONTRIBUTIONS
MFPRSI
The formula for determining the contribution rate for MFPRSI is defined in the Code of Iowa Chapter 411.
Presently, the employee rate is constant at 9.4%. The employer rate, on the other hand, is determined annually by the
MFPRSI Board of Trustees following an actuarial assessment. Currently, the City's contribution rate is 22.66%.
There will be a minor increase to 22.68% in FY 2025/26.
IPERS
The City contribution rate to the Iowa Public Employee Retirement System (IPERS) will be unchanged at 9.44% for
FY 2025/26. The employee contribution will also remain at 6.29%, with a fixed 60/40 pension cost sharing.
HEALTH INSURANCE
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After a thorough review of claims and carefully considering anticipated fixed costs, staff will be recommending an
8% increase in FY 2025/26 for all insurance plans. As the City continues to experience fluctuations in health
insurance claims, evaluates the specific excess insurance coverage, and begins to realize the actual cost savings
associated with the change in the City’s pharmacy benefit manager (PBM), staff believes that the recommended
increase is a conservative approach to budgeting for health insurance that ensures the financial health of the fund.
By following this approach, staff is confident that the Health Insurance Fund balance will remain well above the
level required to maintain a self-insured plan and provide an adequate balance to fund possible claim fluctuations.
Staff will continue to monitor the condition of the fund closely and explore additional options for minimizing the
potential of future increases.
SUSTAINABILITY
As part of the Climate Action Plan, the Council identified six big moves: new net-zero constructions, building
retrofits, reducing vehicle emissions, reducing waste emissions, renewable energy, and increasing active and public
transit transportation. Within the six big moves, seven initial action steps were prioritized:
Increasing wind and solar
Waste to energy improvements to help reduce waste emissions
Creating incentives for net zero and net zero-ready new construction
Retrofitting existing buildings
Retrofitting municipal buildings
Electrify the municipal fleet (non CyRide)
Creating a Mayor’s CAP Leadership Task Force
Staff proactively seeks funding alternatives, including federal grants, to implement these steps. In April 2023, the
City partnered with the Des Moines metropolitan area and applied for the Environmental Protection Agency’s (EPA)
Climate Pollution Reduction Grant. Although it was not awarded, the effort brought together the metro area to
identify common sustainability challenges for cities close in proximity.
In partnership with Mid-Iowa Community Action, the City applied for the EPA’s Inflation Reduction Act
Community Change Grants Program in November 2024. The requested grant amount is $10,242,978 with no match
required. If awarded, this funding will support and accelerate the ability to retrofit residential homes for low-to-
moderate income families in Ames. Staff will continue to pursue grant and funding opportunities as they become
available.
In November 2024, the City Council directed staff to prepare an amendment to the new construction tax abatement
program allowing for additional incentives for new construction homes that are net-zero-ready and all-electric with
solar installation. On a $500,000 valued home, the abatement would be enhanced to abate $5,180 over a 5-year
schedule. Additionally, a builder incentive of $2,000 will be provided to the first five homes that meet the net-zero
sustainability abatement requirements for homes constructed in 2025, 2026 and 2027. If this program is fully
utilized, $30,000 will go towards home builder stipends to build 15 net-zero, all-electric solar installation homes.
In November 2024, staff issued a Request for Proposal for a consultant to provide energy audit services for 16 City-
owned facilities. The results of the audit work will culminate in a specific set of recommendations that will identify
where the greatest opportunities are for implementing energy conservation measures within City facilities. It is
anticipated the recommendations will be presented to City Council in June 2025.
In July 2024, the City hired its first full-time Sustainability Coordinator, who is dedicated to implementing the
Climate Action Plan. The Sustainability Coordinator has engaged in community outreach events to track and report
progress on the Climate Action Plan.
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CAPITAL IMPROVEMENTS PLAN
Following a modest decrease in 2023, the Iowa Department of Transportation (DOT) composite index for
construction decreased by 11.9% through three quarters of 2024. After years of supply issues, inflationary
pressures, and staffing shortages, the index is likely a correction on historical increases that occurred from 2019-
2022. While utilizing the index for each project is challenging, the information provides a useful gauge of the trend
in construction prices for future budgets.
ROAD CONDITIONS/ROAD USE TAX FUND
The City’s annual Resident Satisfaction Survey's continually ranks the reconstruction of existing streets as one of the
top capital improvement priorities. This represents a challenge since the lane-miles of streets continue to expand,
existing streets continue to age, and recent winters have been difficult on our roadways.
The Road Use Tax Fund (RUTF) is a pool of funds collected through various means, such as motor vehicle
registration fees, motor vehicle fuel taxes, an excise tax on automobile rentals, and a use tax on trailers. The revenue
generated from RUTF is strictly used for the maintenance and operation of street rights-of-way and capital
improvements. The City has been cautious in estimating the annual road use tax revenue based on economic
conditions in the past budget years. For the adjusted FY 2024/25 budget, staff has forecasted a road use tax revenue
of $9,400,000, which is approximately 1% higher than the adopted budget. For the FY 2025/26 budget, the staff has
forecasted road use tax revenue of $9,500,000, a 2.2% increase over the FY 2024/25 adopted budget. This increase
in revenue will help the City cover the cost of maintaining the growing street infrastructure.
LOCAL OPTION SALES TAX
The FY 2024/25 adopted budget included $12,000,000 in Local Option Sales Tax (LOST) revenues. Looking at the
currently available information from the Department of Revenue, staff believes that a reasonable adjusted budget for
FY 2024/25 is approximately $12.4 million. Additionally, given the available information and taking into
consideration conservative budgeting practices, staff is recommending maintaining the projected LOST revenue for
FY 2025/26 at $12.4 million.
ASSET HUMAN SERVICES FUNDING
The City Council adopted the following priorities for human services funding for FY 2025/26:
(NOTE: Categories 1, 2, and 3 are in order of priority, as are the lettered services in each category. An emphasis is
placed on low-to-moderate income individuals and families in all categories and services).
1. Meet mental health and substance use disorder needs through
A. Community-based and outpatient mental health services
B. Outpatient emergency access and crisis intervention services
C. Awareness and education about suicide prevention and services
D. Substance use prevention and treatment availability
2. Meet basic needs through
A. Sheltering, including emergency shelter (length of stay in emergency shelter is dependent upon the
population group being served)
B. Housing cost offset programs including utility assistance
C. Food cost offset programs to assist in providing nutritious perishables and staples
D. Quality childcare cost offset programs, including daycare and State of Iowa licensed in-home
facilities
E. Medical and dental services
F. Financial literacy and education programs
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G. Transportation cost offset programs
H. Legal assistance
I. Disaster response
3. Provide youth development services and activities through
A. Skill development and enhancement
B. Summer enrichment/prevention of loss of learning
The following table summarizes each year’s ASSET allocations by funders.
The prior budget year is not the only way to evaluate the amount to budget for the next fiscal year. The amount
budgeted at this time each year can vary if the ASSET volunteers do not recommend utilizing the entire
amount authorized by the City Council. This was the case for the current FY 2024/25. A total of $143,579 was
left unallocated and Council approved the volunteer’s recommendation to set those funds aside for Emergency
Shelter, Housing Service Coordination, and undesignated future uses.
In July and August 2025, of the unallocated $147,579, Council approved purchasing emergency shelter services
from The Salvation Army for up to $100,000 and $12,000 was designated towards hiring a consultant to help with
addressing homelessness; therefore, $35,579 remain unallocated for FY 2024/25. City staff is still in the process of
selecting a consultant.
Additionally, the amount contracted with agencies may not be entirely drawn down each year. In FY
2023/24, $73,246 (4.0%) of contracted funds were not drawn down by agencies.
FY 2023/24 City Funds FY 2024/25 City Funds FY 2025/26
Requested
$1,933,960
Budgeted
$1,832,931
Contracted
$1,766,672
Requested
$2,280,601
Budgeted
$1,924,578
Contracted
$1,880,999*
Requested
$2,455,273
*This includes the additional $100,000 from the unallocated ASSET funds to purchase emergency shelter
services from The Salvation Army Council authorized in July 2024.
FY 2025/26 PROGRAM AND SERVICE REQUESTS
For FY 2025/26, City ASSET funds requested by agencies total $2,455,273 (Attachment A), up $530,695, or
approximately 27.6% over the current fiscal year budgeted amount of $1,924,578.
The following requests are noteworthy for the City Council:
Good Neighbor (Emergency Assistance – Navigator) – Previously the Emergency Assistance -
Navigator with Good Neighbor was funded through other non-ASSET funds. For FY 2025/26, Good
Neighbor is requesting $10,064 of ASSET for the Navigator, and of this amount, $2,516 is requested from
the City.
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National Alliance on Mental Illness (NAMI) (Family and Peer Education) – NAMI’s request of the
City for Family and Peer Education for FY 2025/26 is $6,187, up 416% from the previous contracted
amount of $1,200. This is due to reorganizing the agencies services. The cost to run the program is $13,300
so the requested amount is 46% of the program budget.
Prairie Flower (Day Care – Children and Day Care – School Age) – Prairie Flower is a new ASSET
agency in FY 2025/26 and has requested a total of $45,000. The funds will help the center to be able to
continue providing a sliding scale fee for families. Its request of the City is $12,089 for Day Care –
Children and $12,660 for Day Care – School Age.
Primary Health Care (Community Clinics and Dental Navigator) – Primary Health Care (PHC) is
requesting ASSET funding for two new services in FY 2025/26. For Community Clinics – Pediatrics,
OB/GYN, and Behavioral Health, PHC is requesting a total of $144,889, with $85,640 being the City’s
share to assist with covering the cost of uninsured patients. For Service Coordination – Dental Navigator,
PHC is requesting $39,715, with $22,5000 being the City’s share to assist with funding a portion of the cost
of a Dental navigator who will help with specialty visit coordination/appointments for clients.
The Bridge Home (TBH) – For FY 2024/25, TBH requested $245,684 from the City for emergency
assistance – rapid rehousing, emergency shelter and transitional living; however, the City, and other
ASSET Funders, did not purchase any services from TBH. For FY 2025/26, TBH is requesting $203,894
from the City for emergency assistance – rapid rehousing, emergency shelter, transitional living, and
supportive housing.
The Community Academy (Out of School Program and Summer Experience) –In FY 2024/25, the
City contracted with TCA for $10,000 for year-round educational programming. This year, TCA has split
their offerings to two programs: summer experience and out of school program. Their total FY 2025/26
request of the City is $42,000, with $32,000 going towards the summer experience program.
The Salvation Army (TSA) – Due to the unforeseen increase in need for emergency shelter services, the
City Council approved purchasing an additional $100,000 of services from TSA in July 2024, bringing
their contracted amount to $105,000 for FY 2024/25. Their FY 2025/26 request is for $140,000.
YSS (Transitional Living Services and Rapid Rehousing) – YSS’s new location, known as the “Ember
Campus” is opening in 2025. With this major change, YSS is re-evaluating its service offerings. YSS is
requesting an increase in City funding for Transitional Living Services in place of funding for Rosedale
Shelter and the request is for $40,586, an increase of $33,504 from the current allocation of $7,082. The
increase for this service corresponds to a $32,442 decrease in funding requested from the City for Rosedale
Shelter. Overall, YSS’s request is 15.99% higher than the contracted amount for FY 2024/25.
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SERVICE OUTCOMES REPORTING
Agencies continue collecting and reporting service outcomes through Clear Impact Scorecard and submit data with
their ASSET budget packet. Those outcome reports are shared with the ASSET volunteers as one of the several tools
used to prepare allocation recommendations for the Funders.
ASSET ADMINISTRATIVE EXPENSES
In addition to the amount authorized for human service programs, the City will also budget its share of the ASSET
administrative expenses. The expenses include the administrative assistant salary, website hosting, virtual programs,
printing, and meal expenses for the volunteers. Last year the City’s estimated share was $8,800. With a 3%
estimated increase in services, the FY 2025/26 need is $9,064.
FUNDING OPTIONS
Last year, the City Council authorized a 5% increase in funding. The table below indicates allocation options based
on the percentage increases from the FY 2024/25 budgeted amount of $1,924,578.
Increase from Current Dollar Increase Total City Funding Authorized
0% $0 $1,924,578
3.5% $67,360 $1,991,938
4% $76,983 $2,001,561
5% $96,229 $2,020,807
27.6% (agency requests) $530,695 $2,455,273
In addition to the authorized funding, it should be noted that the City’s estimated share of the administrative
expenses will be an additional $9,064 on top of the total authorized funding amount.
This past spring and summer, the city of Ames has experienced an increase in individuals or families who have
become homeless. Human service agencies have done their best with the infrastructure and resources they have now
to meet immediate needs; however, the additional resources are needed to meet all needs. Over the last few months,
staff have been engaged in conversations with service providers both ASSET funded and not, to better understand
how to improve inter-agency collaboration, identify gaps and what changes might be needed to better prevent and
address homelessness. $12,000 has already been set aside for hiring a consultant to develop a county-wide action
plan around homelessness, however, this is only one strategy to address homelessness.
Staff is requesting Council direction regarding the authorized funding amount for ASSET. Regardless of the
amount authorized, staff is recommending that the increased dollars and any unallocated dollars are
designated towards continuing to coordinate and work with agencies to prevent and assist unsheltered
individuals. This could be in the form of a contracted position to work with agencies or continuing to hire outside
consultants to facilitate conversations amongst service providers.
COTA – PERFORMING ARTS FUNDING
For FY 2024/25, the City Council approved contracts with COTA agencies totaling $233,016, and an additional
$7,915 was reserved to be used for fall and spring special project grants, for a total COTA allocation of $240,931.
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COTA has received annual grant applications from 22 agencies for FY 2025/26. This is an increase from 21
agencies receiving awards in FY 2024/25. Worldly Goods was a new organization to the process, and Kids’
CoMotion returned to the COTA grant process after not seeking funding in FY 2024/25. Friends of Roosevelt Park
received funds in FY 2024/25, but did not apply for FY 2025/26.
The requests for FY 2025/26 total $288,616, which is a 19.8% increase ($48,158) above the total budgeted amount
for FY 2024/25 (including the reserve for special project grants). Hearings were held by COTA with the applicants
to review the application materials and answer questions.
The City Council is being asked to establish the total funding amount that COTA may use to make its
recommendations for FY 2025/26. From that amount, COTA will determine recommended funding amounts for
each agency, and will reserve the remainder for the special project “mini-grant” opportunities that are solicited twice
each year. This special project grant reserve has varied in past years from $5,000 to $10,000 out of the total funding
authorized by the City Council.
The table below indicates the City Council’s awards in the current fiscal year compared to the prior fiscal year:
FY 2023/24 FY 2024/25
Difference
Contract Amounts: $ %
Award Amount to Agencies $ 220,950 $ 233,016 $ 12,066 5.5%
Special Project Reserve 8,508 7,915 -593 -7.0%
Total $ 229,458 $ 240,931 $ 11,473 5.0%
As always, a range of options is available for establishing an authorized allocation for FY 2025/26. The entire
amount authorized by the City Council is used by COTA. COTA sets aside a portion of the funds authorized by the
Council for Special Project Grant funds to distribute later in the year.
Increase From Current Dollar Increase Amount Authorized
0% $ 0 $ 240,931
1% 2,409 243,340
2% 4,819 245,750
5% 12,047 252,978
19.8% (request) 47,685 288,616
FUNDING REQUESTS FROM OUTSIDE ORGANIZATIONS
City staff accepts applications from outside organizations wishing to receive funds for their organizations’
operations. The City Council has exempted the Ames Regional Economic Alliance’s business development
partnership and the Ames Human Relations Commission from this process since those activities are conducted in an
official capacity on behalf of the City government.
Funds for these programs come from two sources: The Hotel/Motel Tax Fund supports the workforce development
activities undertaken by the Ames Regional Economic Alliance. Requests from other outside organizations are
supported with funds from the Local Option Sales Tax Fund.
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During the February 2020 Budget Wrap-up, the City Council adopted a new policy regarding reimbursement for
parking meters that are closed for special events. The policy indicates that parking fees will not be waived for
district-wide events, effective July 1, 2020. Instead, event organizers must reimburse the Parking Fund for lost
revenue. In FY 2024/25, the City Council began allocating $10,000 in the Hotel/Motel Tax Fund to reimburse the
Parking Fund for events where the organizers request district-wide free parking. The transfer of funds from the
Hotel/Motel Tax Fund to the Parking Fund for these requests is made at the time of event approval by City Council.
The total amount allocated for these requests in FY 2024/25 was $334,035.
Purpose Source Allocation
General Outside Funding Requests Local Option Sales Tax Fund $309,035
Local Option Sales Tax Fund Total 309,035
Parking Waivers Hotel/Motel Tax Fund 10,000
AREA Workforce Initiatives Hotel/Motel Tax Fund 15,000
Hotel/Motel Tax Fund Total 25,000
TOTAL $334,035
The total Local Option Sales Tax Fund portion of the FY 2025/26 requests is $363,667, which is a 17.7% increase
over the FY 2024/25 Local Option allocation.
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Organization/Program FY 24/25
Adopted
FY 25/26
Request $ Change % Change
Ames Historical Society $ 56,000 $ 61,600 $ 5,600 10%
Ames Int’l Partner City Ass’n 8,000 8,000 - -
Campustown Action Ass’n 43,000 43,000 - -
Hunziker Youth Sports Complex 89,035 103,000 13,956 15.7%
Ames Main Street 54,000 55,500 1,500 2.8%
Story County Housing Trust Fund 45,500 52,477 6,977 15.3%
Farmers Market 11,000 12,000 1,000 9.1%
American Legion Riders 2,500 3,000 500 20%
The Ames Foundation - 24,000 24,000 100%
YWCA - 1,090 1,090 100%
Local Option Tax Subtotal $ 309,035 $ 363,667 $ 54,632 17.7%
Reserve for Parking Waivers 10,000 10,000 - -
AREA Workforce Development 15,000 20,000 5,000 33.3%
Hotel/Motel Tax Subtotal $ 25,000 $ 30,000 $ 5,000 20%
TOTAL $ 334,035 $ 393,667 $ 59,632 17.9%
Two new requests were received this year: The Ames Foundation and YWCA. Excluding these new requests,
which total $25,090, the increase to the Local Option Sales Tax-funded requests is $29,542, or 9.6%.
Highlights from the requests are summarized below:
The Ames Foundation – TAF is making a new request for $24,000 to establish the Dinkey bus route
between campus and downtown during downtown events in partnership with the Leadership Ames Class
XXXVII.
YWCA Ames-ISU – YWCA is making a new request for $1,090 to host its annual Women of
Achievement Awards and Ceremony, which recognizes women in Story County who have demonstrated
qualities of outstanding leadership and excellence.
Hunziker Youth Sports Complex – HYSC is requesting an increase to $103,000. This request represents
a $13,965 increase over the $89,035 it received in FY 2024/25, and would address increased expenses for
field maintenance, equipment, and building upkeep.
Ames Historical Society – AHS is requesting an increase to $61,600. This represents an increase of $5,600
over the $56,000 it received in FY 2024/25. The requested increase corresponds to the expected growth in
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attendance with the recently reopened expanded facility, and would provide for free or reduced admission
to SNAP/EBT, WIC, and Medicaid recipients, students, and active military.
Story County Housing Trust – SCHT is requesting an increase to $52,477 for FY 2025/26, compared with
the $45,500 it received in FY 2024/25. Most of the increase would be allocated towards repairs of owner-
occupied housing for those with low- and moderate incomes.
The past practice has been to include the amount approved for the prior fiscal year in the recommended budget. The
City Council is not being asked to evaluate or approve the merits of these requests at this time. Instead, City
staff is seeking direction from the City Council regarding a total amount of Local Option funds available to
be allocated for the coming year. The applications will be reviewed by staff with that budget authority in mind,
and recommendations will be made to the City Council. As with other funding processes, a variety of options are
available to the City Council:
Local Option - Increase From
Current ($309,035)
Dollar
Increase
Amount
Authorized
1% $ 3,090 $ 312,125
2% 6,181 315,216
3% 9,271 318,306
4% 12,361 321,396
5% 15,452 324,487
17.9% (all requests)* 55,317 364,352
*excludes AREA request and parking waiver requests, which would be funded from Hotel/Motel Tax Fund
YOUTH PROGRAM FUNDING
At the June 11, 2024, City Council meeting, Council directed staff to include the possibility of setting aside funding
for youth programming as part of the City’s FY 2025/26 Budget Issues discussion. At that time, the Council
indicated a desire to discuss the possibility of setting aside funding for youth programming and allowing individuals
to apply. Based on the staff’s review of the discussion, the motion was made in the context of a denial of financial
support in the amount of $5,400 to fund two scholarships for the Youth Delegation trip to Koshu City, Japan. Staff
will be seeking the Council’s direction regarding any additional programming related to this request.
TOWN BUDGET MEETING
On November 7, 2024, the annual Town Budget Meeting was held. Notes from the meeting are included as
Attachments (2 & 3) to this document.
ATTACHMENTS
1. Local Option Sales Tax Fund Summary
2. Town Budget Meeting Minutes
3. ASSET Funding Requests
4. Outside Funding Requests
184
FY 2025/26 Council Budget Issues
- 18 -
CITY COUNCIL’S INPUT
(Given the information provided, the City Council’s input is requested.)
Service Level Increases
Service Level Decreases
Other Issues
185
Attachment 1
Local Option Sales Tax Summary
+5%
ASSET/COTA
2024/25 2024/25 2025/26
Adopted Adjusted Estimated
Revenues:
Local Option Sales Tax 12,000,000$ 12,400,000$ 12,400,000$
Transfer from Hotel/Motel 164,622 158,571 158,457
Total Revenues 12,164,622 12,558,571 12,558,457
Expenses:
Operating Expenses:
Municipal Band 35,084 35,084 36,016
Human Svcs Administration 32,438 31,550 33,169
Human Svc Agency Funding 1,924,578 1,924,578 2,020,807 "+5% Adopted
Public Art 46,000 125,530 46,000
Art Agency Funding 240,931 244,368 252,978 "+5% Adopted
City Council Allocations 309,035 309,034 324,487 "+5% Adopted
AHRC Special Events 3,000 7,450 5,430
Total Operations 2,591,066 2,677,594 2,718,886
CIP Projects:1,952,840 7,624,420 1,865,500
Transfers:
60% Property Tax Relief 7,200,000 7,440,000 7,440,000
Park Development 100,000 100,000 100,000
Ice Arena Capital Reserve 40,000 40,000 40,000
Total Transfers 7,340,000 7,580,000 7,580,000
Total Expenses 11,883,906 17,882,014 12,164,386
Fund Balance:
Net Change in Fund 280,716 (5,323,443) 394,071
Beginning Balance 4,625,702 10,693,229 5,369,786
Ending Balance 4,906,418 5,369,786 5,763,857
Minimum Balance Reserve 1,170,977 2,610,504 1,181,097
(25% of expenses less
60% pass through)
12/13/2024
186
Unreserved Fund Balance 3,735,441$ 2,759,282$ 4,582,760$
12/13/2024
187
Attachment A: City of Ames ASSET
Agency Service Index
Contracted
24/25 Request 25/26
% Change
Contract to
Request
25/26
Proposed
Units of
Service Unit of Service
25/26
Proposed
Cost per
Unit
ACCESS Emergency Shelter 2.08 73,495$ 80,844$ 10.00%612 24 Hr Period Food/Shelter 132.00$
ACCESS Domestic Abuse Crisis and Support 3.07 39,450$ 43,395$ 10.00%355 Staff Hour 122.00$
ACCESS Sexual Abuse Crisis and Support 3.08 10,527$ 11,579$ 9.99%87 Staff Hour 132.00$
ACCESS Battering Courtwatch 3.10 7,127$ 7,839$ 9.99%64 Staff Hour 122.00$
ACCESS Public Education and Awareness 1.12 5,225$ 5,747$ 9.99%47 Staff Hour 122.00$
135,824$ 149,404$ 10.00%
Ames Comm. Preschool Center Day Care - Infant 2.02 27,500$ 30,250$ 10.00%358 1 Full Day 84.49$
Ames Comm. Preschool Center Day Care - Children 2.03 93,312$ 45,670$ -51.06%660 1 Full Day 69.13$
Ames Comm. Preschool Center Day Care - School Age 2.04 45,670$ 45,670$ 0.00%2,567 1 Partial Day (3 hrs)17.79$
166,482$ 121,590$ -26.97%
All Aboard for Kids Out of School Program 1.09 8,676$ 17,815$ 105.33%95 1 Partial Day (3 hrs)186.04$
All Aboard for Kids Supported Employment Dev. Disabled 1.01 3,215$ 5,298$ 64.78%192 Staff Hour 27.59$
11,891$ 23,112$ 94.37%
American Red Cross Disaster Services Program 2.01 9,933$ 9,933$ 0.00%2 Client Contact 3,756.07$
9,933$ 9,933$ 0.00%
Boys and Girls Club Out of School Program (Ames Club) 1.09 126,093$ 174,909$ 38.71%6,235 1 Partial Day (3 hrs)28.05$
126,093$ 174,909$ 38.71%
Campfire Out of School Program 1.09 6,000$ 6,000$ 0.00%86 1 Partial Day (3 hrs)69.70$
6,000$ 6,000$ 0.00%
Center for Creative Justice Correctional Services - Probation Supervision 2.09 70,823$ 74,365$ 5.00%694 Client Hour 107.14$
70,823$ 74,365$ 5.00%
ChildServe Day Care - Infant 2.02 6,600$ 6,600$ 0.00%111 1 Full Day 59.09$
ChildServe Day Care - Children 2.03 17,600$ 17,600$ 0.00%301 1 Full Day 58.45$
24,200$ 24,200$ 0.00%
Bridge Home Rapid Re-Housing Emerg. Assistance for Basic Needs 2.01 -$ 19,172$ 33 Client Contact 575.78$
Bridge Home Emergency Shelter 2.08 -$ 103,970$ 1,464 24 Hr Period Food/Shelter 70.98$
Bridge Home Supportive Housing 2.15 -$ 75,000$ 1,812 1 Day 41.38$
Bridge Home Rapid Re-Housing Service Coordination 3.13 -$ 5,752$ 199 1 Client Hour 28.78$
-$ 203,894$
Good Neighbor Emergency Assistance for Rent and Utilities 2.01 38,700$ 42,280$ 9.25%89 Client Contact 472.92$
Good Neighbor Healthy Food Vouchers 2.01 9,100$ 10,350$ 13.74%88 Client Contact 116.85$
Good Neighbor Emergency Assistance - Navigator 2.01 -$ 2,516$ 36 Client Hour 69.56$
47,800$ 55,146$ 15.37%
Heartland Senior Services Day Care - Adults , Adult Day Center 3.02 67,600$ 69,628$ 3.00%943 Client Day 73.76$
Heartland Senior Services Home Delivered Meals 3.05 100,000$ 103,000$ 3.00%10,019 Meals 10.28$
Heartland Senior Services Senior Food Program 2.01 4,668$ 4,668$ 0.00%314 Client Contact 14.86$
Heartland Senior Services Service Coordination - Outreach 3.13 50,100$ 50,100$ 0.00%341 Client Hour 146.86$
222,368$ 227,396$ 2.26%
1188
Attachment A: City of Ames ASSET
Agency Service Index
Contracted
24/25 Request 25/26
% Change
Contract to
Request
25/26
Proposed
Units of
Service Unit of Service
25/26
Proposed
Cost per
Unit
HIRTA Transportation - City 2.13 49,359$ 51,000$ 3.32%2,394 One-Way Trip 21.30$
49,359$ 51,000$ 3.32%
Legal Aid Legal Aid - Society , Legal Aid - Civil 2.10 149,800$ 163,184$ 8.93%929 Staff Hour 175.56$
149,800$ 163,184$ 8.93%
Lutheran Services in Iowa Crisis Intervention - Crisis Child Care 3.09 2,000$ 2,000$ 0.00%- Contact $2,069.00
2,000$ 2,000$ 0.00%
Mary Greeley Home Health Services Community Clinics and Health Education 3.01 17,878$ 17,878$ 0.00%114 Clinic Hour 156.24$
Mary Greeley Home Health Services In-Home Health Assistance 3.04 16,300$ 16,300$ 0.00%231 Hours 70.48$
34,178$ 34,178$ 0.00%
MICA Food Pantry 2.01 33,000$ 35,000$ 6.06%2,131 Client Contact 16.42$
33,000$ 35,000$ 6.06%
NAMI Activity and Resource Center 3.14 12,400$ 12,400$ 0.00%21 Staff Hour 572.10$
NAMI Family and Peer Support 1.02 550$ 550$ 0.00%1 Staff Hour 380.40$
NAMI Public Education and Awareness - Ending the Silence 1.12 13,400$ 13,400$ 0.00%213 Staff Hour 62.81$
NAMI Family and Peer Education 1.02 1,200$ 6,187$ 415.58%4 Staff Hour 1,477.25$
27,550$ 32,537$ 18.10%
Prairie Flower *NEW AGENCY*Day Care - Children - Morning Song and Day Song 2.03 -$ 12,089$ 160 1 Full Day 75.19$
Prairie Flower *NEW AGENCY*Day Care - School Age - PoemTree 2.04 -$ 12,660$ 398 1 Partial Day (3 hours)31.73$
-$ 24,749$
Primary Health Care Dental Clinic 3.01 88,382$ 101,800$ 15.18%370 Clinic Hour 274.61$
Primary Health Care Community Clinics - Pediatrics, OB/GYN and Behavioral 3.01 -$ 85,640$ 317 Clinic Hour 269.31$
Primary Health Care Service Coordination - Dental Navigator 3.13 -$ 22,500$ 589 Client Hour 38.19$
88,382$ 209,940$ 137.54%
Raising Readers Family Development/Education - Thrive by Five 1.10 14,035$ 15,158$ 8.00%87 Client Hour 172.74$
Raising Readers Public Education and Awareness 1.12 3,700$ 5,000$ 35.14%29 Staff Hour 168.84$
Raising Readers Out-of-School Program 1.09 19,103$ 20,631$ 8.00%111 1 Partial Day (3 hours)185.68$
36,838$ 40,789$ 10.73%
RSVP Disaster Services - Volunteer Management for Emergencies 2.12 8,000$ 8,300$ 3.75%217 Staff Hour 38.09$
RSVP Transportation 2.13 2,000$ 2,200$ 10.00%101 One-Way Trip 21.69$
RSVP Volunteer Management 1.11 27,150$ 28,000$ 3.13%4,946 Volunteer Hour 5.66$
37,150$ 38,500$ 3.63%
The Arc of Story County Special Recreation - Active Lifestyles 3.19 5,700$ 5,900$ 3.51%571 Participant Hour 10.32$
The Arc of Story County Respite Care 3.11 4,200$ 4,500$ 7.14%260 Client Hour 17.25$
The Arc of Story County Service Coordination 3.13 1,500$ 1,500$ 0.00%69 Client Hour 21.43$
11,400$ 11,900$ 4.39%
2189
Attachment A: City of Ames ASSET
Agency Service Index
Contracted
24/25 Request 25/26
% Change
Contract to
Request
25/26
Proposed
Units of
Service Unit of Service
25/26
Proposed
Cost per
Unit
The Community Academy Out of School Program 1.09 -$ 10,000$ 79 1 Partial Day (3 hrs)125.54$
The Community Academy Youth Development and Social Adjustment - Summer Experience1.07 10,000$ 32,000$ 220.00%201 Client Contact/Day 158.60$
10,000$ 42,000$ 320.00%
The Salvation Army Emergency Asst. for Basic Material Needs (Food Pantry)2.01 21,000$ 26,000$ 23.81%144 Client Contact 179.58$
The Salvation Army Emergency Asst. for Basic Material Needs (Homeless Prev)2.01 33,000$ 45,000$ 36.36%107 Client Contact 419.61$
The Salvation Army Disaster Services 2.12 1,200$ 1,200$ 0.00%2 Staff Hour 432.88$
The Salvation Army Representative Payee Services 2.14 18,000$ 21,000$ 16.67%1,164 Client Contact 18.04$
The Salvation Army**Emergency Shelter - Hotel Vouchers**2.08 5,000$ 140,000$ 2700.00%1,844 24 Period Food/Shelter 75.91$
The Salvation Army Vehicle Maintenance and Repair 2.01 2,000$ 4,000$ 100.00%9 Client Contact 422.78$
80,200$ 237,200$ 195.76%
University Community Childcare Day Care - Infant 2.02 50,820$ 55,902$ 10.00%484 Full Day 115.41$
University Community Childcare Day Care - Children 2.03 53,430$ 58,773$ 10.00%842 Full Day 69.74$
104,250$ 114,675$ 10.00%
YWCA Youth Development and Social Adjustment (Girl Power)1.07 3,000$ 5,000$ 66.67%464 Client Contact/Day 10.77$
YWCA Informal Education for Self-Improvement 1.04 -$ 2,000$ 183 Client Contact 10.91$
YWCA Parent and Student Support 1.02 1,366$ 3,000$ 119.62%137 Staff Hour 21.76$
4,366$ 10,000$ 129.04%
Youth and Shelter Services Substance Abuse Treatment - Outpatient 3.16 13,962$ 8,000$ -42.70%32 Client Hour 243.20$
Youth and Shelter Services Primary Treatment /Health Maintenance Family Counseling 3.17 79,964$ 82,363$ 3.00%584 Client Hour 140.87$
Youth and Shelter Services Emergency Assistance for Basic Needs - Transitional Living Services2.07 7,082$ 40,586$ 473.09%304 1 Day 133.50$
Youth and Shelter Services Emergency Shelter - Rosedale *DISCONTINUED*2.08 32,442$ -$ -100.00%24 Hr Period Food/Shelter
Youth and Shelter Services Crisis Intervention - Crisis and Diversion Hotline 3.09 5,250$ 5,250$ 0.00%50 Contact 105.00$
Youth and Shelter Services Youth Dev and Social Adjustment - Mentoring 1.07 41,437$ 43,942$ 6.04%353 Client Contact/Day 124.41$
Youth and Shelter Services Youth Dev and Social Adjustment - Community Youth Dev 1.07 29,671$ 30,561$ 3.00%491 Client Contact/Day 62.20$
Youth and Shelter Services Employment Assistance for Youth - Skills 1.08 20,931$ 22,000$ 5.11%201 Staff Hour 108.97$
Youth and Shelter Services Out of School Program - Summer Enrichment 1.09 13,270$ 13,934$ 5.00%906 Partial Day (3 hrs)15.37$
Youth and Shelter Services Public Education/ Awareness 1.12 39,103$ 59,014$ 50.92%307 Staff Hour 191.73$
Youth and Shelter Services Emergency Asst for Basic Needs - Rapid Rehousing 2.01 -$ 10,000$ 104 Client Contact 95.60$
Youth and Shelter Services Service Coordination 3.13 8,000$ 22,021$ 175.26%295 Staff Hour 74.48$
291,112$ 337,671$ 15.99%
TOTAL CITY 1,780,999$ 2,455,273$ 27.57%
Unallocated City Funds 143,579$
**In July 2024, the City Council authorized purchasing emergency services from The Salvation Army for up to an additional $100,000 from the unallocated fund.
Total Budgeted 1,924,578$
3190
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
191
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
192
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
193
194
195
196
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
197
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
198
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
199
Ames History Museum Application, City of Ames FY 2025-26
Notes:
TASK LIST on Page 3 – Most tasks listed are ongoing throughout the year. We will compile each
quarter’s portion of completed tasks and request approximately 1/4 of the funding each quarter. Some
tasks are seasonal, but all listed will be completed by 6/30/26.
BUDGET SECTION
AHM financial reports are kept by calendar year on a cash basis. On our application, Column A is 2022
actual revenue and expenses, Column B is 2023 actual revenue and expenses, Column C is 2024
approved budget, and Column D is proposed budget for 2025.
Line 9 – Misc. includes museum store sales, bank interest, and transfers from cash reserves.
Line 10 – Funding Request: Because our Jan-Dec fiscal year overlaps with the City’s July-June fiscal year,
the figures on this line represent the sum of half the money from two fiscal years.
Line 17 – Misc. includes expenses associated with programs, events, exhibitions, collections, and
transfers to building maintenance reserve.
200
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
201
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
202
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
203
Travis Toliver, IOM
Executive Director
travis@amesalliance.com
304 Main Street, Ames, IA 50010 | 515.233.3472 | AmesDowntown.org
Ames Main Street advances and promotes Downtown Ames as the heart of the Ames community.
Ames Main Street, Outside Funding Request
FY 2025/2026
What are the goals of this program/event:
The Ames Main Street Program’s goal is to promote and maintain Downtown Ames as a
destination for living, working, playing through shopping, dining, socializing and
entertainment; promoting historic preservation and building development through facade
work and upper-story housing, and renovation; recruiting and retaining new businesses;
organizing events and promotions that increase customer and community engagement with
the businesses that should result in higher tax revenue for the City of Ames.
In 2024, with the onboarding of a new Executive Director, the AMS Promotions Committee
re-evaluated each existing program or event and took into consideration their value, return
on investment to business owners in the district, and community participation. For 202 5,
three events have been added to 2026, as well as expansion of one existing event. They are
as follows:
New: Winter Sidewalk Sales, 515 Days, ISU Day Parade
Expansion: Witches Walk
2025 & 2026 Listing of Events (* = dates are tentative)
EVENT NAME 2025 DATE 2026 DATE
Winter Sidewalk Sales January 9-12 January 8-11
Heart of Ames February (all month) February (all month)
Luck of the Irish March 17 - St. Patrick’s Day March 17 – St. Patrick’s Day
515 Days May 15-16 May 14-15
Art Walk June 5 June 4
July 4th Parade July 4* July*
Summer Sidewalk Sales July 10-13 July 9-12
Music Walk September 18 September 17
Witches Walk October 2 or 9* October 1 or 8*
Downtown Trick-or-Treat October 23 October 22
Small Business Saturday November 29 November 28
Snow Magic Kick-Off Event December 11* December 10*
204
Explain how this request helps accomplish the goals of this program/event. If you are
requesting an increase in funding from the last funding cycle, include an explanation of
the enhanced or expanded services you intend to provide with the additional fundi ng:
1. Fulfill Requirements to maintain Ames as an MSI community, including seeking and
managing grants ($14,000)
Hosting 515 Days – Two-day spring event celebration in Downtown Ames for those
who live, work, and play in the 515-area code. ($5,000)
2. Serve as a point of contact regarding downtown public policy issues and inform
property owners and tenants about policy changes, construction projects, and other
issues that may affect downtown ($10,00)
3. Host Snow Magic ($3,500)
4. Conduct public right-of-way beautification efforts ($10,000)
- Weed Control
- Planters + begin process of upgrading landscaping beds.
5. Maintain a current building and business inventory, district statistics, per the
requirements of the MSI Program ($3,000)
6. Host ArtWalk ($3,000)
7. July 4th Parade ($4,000)
8. Hosting (3) retail events and asking for free parking in Downtown for (3) Saturdays in
one calendar year. ($1,375 ea. = $4,125 total)
We are requesting funding to allow for free parking for the following events, which we
have included in item (9).
- January, Winter Sidewalk Sales (one day)
- July, Summer Sidewalk Sales (one day)
- November, Small Business Saturday (one da y)
Other retail events (5) we are hosting, but will not ask for free parking in Downtown District:
- February, Heart of Ames, specials in businesses and discounts all month.
- March, Luck of the Irish, community cash give aways inside businesses.
- September, Music Walk, business specials night of event.
- October, Witches Walk, business specials night of event.
- December, Snow Magic Kick-Off, business specials night of event.
We believe a teaser of free parking incentivizes Downtown patrons to come support the
businesses for an event, turns them into long-term customers, and gives retailers the
opportunity to showcase where additional parking opportunities are located.
We are asking for a total of $55,500 to be allocated to the program with $4,125 to be
provided to pay for parking in Downtown Ames.
205
206
207
208
209
210
211
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
Please see attached document.
Travis Toliver
304 Main St. Ames. IA 50010
515-232-2310 travis@amesalliance.com 42-0623975
Ames Regional Economic Alliance - Campustown 11/15/2024
See Attached Document
Campustown Business District
$43,000 + parking wavier ($1,500)=$44,500
50+100+
X
Yes FY 24/25 $43,000
X
212
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
The Ames Regional Economic Alliance is financially committed to the funding for 2025 and
will be supporting the work through the depth of our team of professionals. Finally, the
business community, inside and outside of Campustown, is being solicited for annual
investment as well as sponsorship of events and programs.
1. Travis Toliver, VP of Downtown Development for the Ames Regional Economic Alliance.
Travis also serves as Executive Director of Ames Main Street, overseeing the Ames Main
Street annual budget and City of Ames contract.
2. Amy Howard, Vice President of Finance & Operations, Ames Chamber of Commerce. Amy
currently handles the contracts held by the organization/managed budgets for over 18 years.
9500
10,000
40,000
59,000
1,000
10,000
42,000
53,500
14,000
2,000
10,000
44,500
70,500
14,000
2,000
10,000
44,500
70,500
25,500
3,750
750
15,000
45,000
27,500
3,750
600
7,500
39,350
45,425
3,750
1,000
15,000
65,175
45,425
3,750
1,000
15,000
65,175
213
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
Travis Toliver VP Downtown Development 11/15/2024
District wide clean up and beautification 1
(ongoing through year)
District wide clean up and beautification 2
(ongoing through year)
Host restaurant/bar promotional event
Host Fall Event
Host Two Farmer's Markets
Host Small Business Saturday
Arrange for Free Campustown District Parking
on Small Business Saturday
Point of Contact for Campustown Business District for public policy, City
Facad Grant program and for eevents both managed by the Ames
Chamber or an outside group
7/2025
1/2026
7/31/2026
10/31/2026
6&8/2025
11/2025
11/2025
12/2025
10,000
10,000
3,000
5,000
7,500
2,500
1,500
5,000
$44,500
214
Travis Toliver, IOM
Executive Director
travis@amesalliance.com
304 Main Street, Ames, IA 50010 | 515.233.3472 | AmesDowntown.org
Ames Main Street advances and promotes Downtown Ames as the heart of the Ames community.
Ames Regional Economic Alliance – Campustown, Outside Funding Request
FY 2025/2026
What are the goals of this program/event:
The Ames Regional Economic Alliance will continue our program of work for the
Campustown district in 2025 which will include clean up and beautification throughout the
year. The Alliance will implement several community and retail events within the district, while
also serving as the Point of Contact for the City of Ames inside the district. Finally, the Alliance
will be the organization promoting the City of Ames Facade Grant Program , as well as serve
as point of contact for public policy issues, construction updates, and events both managed
by the Alliance and outside groups.
In 2024, meetings were held with key individuals who either reside in the Campustown area,
are a property owner or business owner in the Campustown area. From there, a plan of
events, both geared towards retail and community have been planned.
Continuation/Expansion: Small Business Saturday
New: Downtown After Sundown; Farmers’ Market (2); Tasty Tuesdays; Fall Campustown
Games
Explain how this request helps accomplish the goals of this program/event. If you are
requesting an increase in funding from the last funding cycle, include an explana tion of
the enhanced or expanded services you intend to provide with the additional funding:
The funding will assist in accomplishing several goals of improving the Campustown district.
The City's funding, along with private funding and a financial alloca tion from Iowa State
University, will allow for consistent clean up, fresh banners on light poles, and other plants
and flowers that will aesthetically enhance the district. We will also implement several events,
some with the community and residents in mind, some with the Iowa State University students
in mind.
We will also work to maintain the highest level of communication possible with stakeholders
in the Campustown area, working closely with building owners, business owners, to keep
them apprised of the facade grant program and maintaining a rapid response to street
closures and other needs of the city when it impacts the Campustown area.
In addition to our event support, we ask for the waiver of parking meters for Small Business
Saturday. By removing the parking fees for one day, this incentivizes Campustown patrons to
come support the businesses for an event, turns them into long-term customers, and gives
retailers the opportunity to showcase where additional parking opportunities are located.
This is valued at $1,500.
1. District wide clean up and beautification 1 (ongoing through year) ($10,000)
2. District wide clean up and beautification 2 (ongoing through year) ($10,000)
215
3. Host retail event geared towards restaurants and bars, Tasty Tuesdays, July ($3,000)
- music each week
4. Host Fall Event, Campustown Games, September, or October ($5,000)
5. Host Two Farmers’ Markets, June, and August ($7,500)
• June, part of a series in partnership with Downtown Ames
• August event is called Campustown Famers’ Market
6. Host Small Business Saturday, November ($2,500)
7. Free Parking Saturday in Campustown Business District ($1,500)
8. Serve as a point of contact for Campustown Business District on policy issues that affect
business owners/tenants/residents; city façade grant program; construction updates; events
managed by Ames Chamber or outside groups. ($5,000)
We are asking for a total of $43,000 to be allocated to the program with $1,500 to be
provided to pay for parking in the Campustown Business District.
216
217
218
219
220
221
222
223
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
224
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
225
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
226
v.09.12.24
Outside Funding Request Process Application
Application Information
Is this request for a program/event sponsored by a student organization? Yes _______ No _______
Organization Name: __________________________________________________ Date: ________________
Contact Person: ____________________________________________________________________________
Contact Mailing Address: _____________________________________________________________________
Phone: _________________ Email Address: _____________________________ Tax ID #: _____________
Program/Event Information
What are the goals of this program/event: _______________________________________________________
Date(s) program/event will be held: _________________ to _________________
Check if continuous or
ongoing: ____________
Location of program/event: __________________________________________________________________
# of individuals involved in
program/event planning: _____________________
# of individuals who will
benefit from program/event: ___________________
Funding amount requested: __________________________________________________________________
Has the City of Ames funded
this program/event before? __________________
If yes, what year
was it last
funded? _____________
If yes, what amount of
funding was
received? ____________
Program/Event Description
Please answer each question below using the space provided.
Explain how this request helps accomplish the goals of this program/event. If you are requesting an increase in
funding from the last funding cycle, include an explanation of the enhanced or expanded services you intend to
provide with the additional funding:
227
v.09.12.24
What efforts have you made to obtain funding from other sources? Include fundraising, dues, and any requests
to other City- sponsored programs (e.g., ASSET, COTA, Ames Community Grants Program)
Who will be responsible for ensuring compliance with the funding contract? What are their qualifications?
Budget
Complete the budget for your activity below, including previous fiscal years in columns A, B, and C, and your
grant request from the City of Ames in box D10.
(A) (B) (C) (D)
REVENUE - ALL SOURCES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
1 FUNDRAISING
2 MEMBERSHIP DUES
3 FEES CHARGED
4 INVESTMENT INCOME
5 GRANTS (PRIVATE SECTOR)
6 STATE/FEDERAL FUNDS
7 ISU OR ISU STUDENT GOVERNMENT FUNDS
8 OTHER GOV'T OR NON-PROFIT FUNDS
9 MISC. (Describe):
10 FUNDING REQUEST FROM CITY OF AMES
11 TOTAL REVENUES
EXPENSES FY 22-23 FY 23-24 FY 24-25 FY 25-26
ACTUAL ACTUAL ADOPTED PROPOSED
12 SALARY AND RELATED
13 OCCUPANCY/RENT
14 SUPPLIES/EQUIPMENT
15 CONTRACTUAL SERVICES
16 PROMOTION/ADVERTISING
17 MISC. (Describe):
18 TOTAL EXPENSES
228
v.09.12.24
Proposed Task/Drawdown Schedule
Funds awarded must be used to benefit the general public. On the lines below, describe the tasks you plan to
complete using requested funds, the anticipated task completion date, and the amount you will request in
reimbursement for that task. The total should add up to your funding request.
Tasks below should be services and programs that will be provided to the public (e.g., individual events,
educational programs, improvements to public spaces, etc.). Tasks should not include costs that primarily
benefit the organization (e.g., administrative expenses, overhead, rent, utilities, etc.). The organization should
consider such internal costs in the overall cost of providing the specific service or program.
Prioritize the tasks proposed in this list, with the tasks the organization would most like to receive funding for
towards the top
Priority Task Participants Completion
Date Amount
1
2
3
4
5
6
7
8
9
TOTAL:
Disclaimer and Submission
By typing in my name below, I certify that my answers are true and complete to the best of my knowledge. I
am authorized to submit this application on behalf of the organization named herein.
Name: ___________________________________________ Title: __________________ Date: ___________
Submit completed applications to the City Manager’s Office, 515 Clark Avenue, Ames, IA 50010. Applications
must be received no later than 5:00 p.m. on November 15 to be considered for funding.
229
Town Budget Meeting Minutes
November 7, 2024
Less
• Don’t cut back on pedestrian/bike infrastructure/safety
More
• Police patrol
• Comprehensive plan re: unhoused people
• Partner cities support: host family background checks, transportation
• Services for unhoused individuals; sheltering
• Efforts to encourage more housing
• Rental housing inspections: increased frequency
• Consolidation of garbage collection to reduce street wear/tear
• Indoor recreation space: feasibility study
• Snow and leaf removal Downtown
• Graffiti removal and lighting in Cynthia Duff Plaza
• More and secured benches Downtown
• Downtown curb repairs
• Bike parking, especially Downtown
• Improved traffic on Ontario: neighborhood access
• Traffic light coordination
• Repairs to reflective cracking, especially on Kingman Road
• Maintenance and widening of Minnesota Avenue bridge
• Deer control: evaluation (Ontario area)
• More efficient E/W, N/S routes across Ames
• Pharmacy services
230
1
Goodenow, Corey
From:Hall, Renee
Sent:Thursday, November 7, 2024 3:41 PM
To:Schainker, Steve; Masteller, Nancy; Goodenow, Corey
Subject:FW: Input to City Budget
For tonight
From: Peter Hallock <phhallock@yahoo.com>
Sent: Thursday, November 7, 2024 3:03 PM
To: City Council and Mayor <mayorcouncil@amescitycouncil.org>
Subject: Input to City Budget
[External Email]
To: Ames Mayor, Council and Staff
From: Old Town Neighborhood Association
Date: November 7, 2024
Re: Input on City Budget Needs
Thank you very much for the opportunity to provide input on budgetary needs within the City of Ames. At
our last meeting of our association board, we voted to suggest that the City look into the need to
coordinate services to unhoused individuals within the city and to consider budgeting for additional
housing programs so that individuals do not need to spend their nights on the streets and public places.
231