HomeMy WebLinkAbout~Master - August 13, 2024, Regular Meeting of the Ames City Council1.Proclamation for "Water and Wastewater Workers Week," August 18-24, 2024
2.Community Celebration: Recognizing National Night Out/Hope in Christ Event and Blast Back to
School Events
3.Motion approving payment of claims
4.Motion approving Summary of Minutes of Regular City Council Meeting on July 23, 2024, and
Special City Council Meeting on August 6, 2024
5.Motion approving Civil Service Candidates
6.Motion approving Report of Change Orders for period July 16-31, 2024
7.Motion approving Ownership Updates for Class E Retail Alcohol License - Walgreens #12108,
2719 Grand Avenue
8.Motion approving Ownership Updates for Class F Retail Alcohol License - Green Hills Residents'
Association, 2200 Hamilton Drive Suite #100
9.Motion approving Premise Update for Class C Retail Alcohol License - Celaya, 217 South Duff
Avenue
10.Motion approving Temporary Outdoor Service for Class C Liquor License with Outdoor Service -
Sips and Paddys, 126 Welch Avenue on:
a. September 20 - September 22, 2024 and
b. October 4 - October 6, 2024
11.Motion approving Temporary Outdoor Service for Special Class C Retail Alcohol License -
Wheatsfield Cooperative, 413 Northwestern Avenue, September 15 - September 16, 2024,
Pending Dramshop Review
12.Motion approving New 5-Day License (September 10 - September 14, 2024) for Special Class C
Retail Alcohol License with Outdoor Service - Apres Bar Co., 1930 East 13th Street
AGENDA
REGULAR MEETING OF THE AMES CITY COUNCIL
COUNCIL CHAMBERS - CITY HALL
AUGUST 13, 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.
REGULAR MEETING OF THE AMES CITY COUNCIL**
**The Regular City Council Meeting will immediately follow the meeting of the Ames Area
Metropolitan Planning Organization Transportation Policy Committee.
PROCLAMATIONS:
PRESENTATION:
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.
1
13.Motion approving 5-Day License (September 2 - September 6, 2024) for Special Class C Retail
Alcohol License - Lucky Wife Wine Slushies, 2321 North Loop Drive
14.Motion approving Ownership Updates for Class C Retail Alcohol License - Sams Place, 125 Main
Street
15.Motion approving new Class E Retail Alcohol License - Neighborhood Liquor Mart, 3505 Lincoln
Way Suite 105, Pending Favorable DIA Inspection
16.Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor Licenses:
a. Iowa State Center - CY Stephens (1900 Center Drive), Class C Retail Alcohol License with
Catering Privilege and Outdoor Service
b. Kwik Stop Liquor & Groceries, (125 6th Street), Class E Retail Alcohol License
17.Resolution approving revisions to Personnel Policies - Compensation Policy
18.Resolution approving amendment to extend COTA Annual Grant completion date for The Buxton
Initiative
19.Resolution approving Quarterly Investment Report for period ending June 30, 2024
20.Resolution setting August 27, 2024, as the date of public hearing for the Sale of Real Property at
Hunziker Youth Sports Complex (800 Billy Sunday Road) to the State of Iowa for Highway 30
Improvements
21.Resolution approving Professional Services Agreement with WHKS & Co. of Ames, Iowa for the
2024/25 Traffic System Capacity Improvements (13th & Grand) in an amount not to exceed
$326,750
22.Resolution approving 2024-2027 intergovernmental agreement with Metro Waste Authority for a
satellite Household Hazardous Materials collection and disposal operation at an annual cost of
$98,838, and an annual increase for subsequent years based on CPI-U
23.Resolution approving preliminary plans and specifications for the Auditorium HVAC Replacement
Project; setting September 4, 2024 as bid due date and September 10, 2024 as date of public
hearing
24.Resolution approving preliminary plans and specifications for the 2024/25 Water System
Improvements Program (N Russell Avenue - Lincoln Way to N 2nd Street) project, setting
September 4, 2024, as the bid due date and September 10, 2024, as the date of Public Hearing
25.Resolution to waive the City’s purchasing policy requirement for formal bidding procedures and
award a contract to Metro Waste Authority, Des Moines, IA for landfill tipping fees for ash
disposal for the Power Plant in the amount of $100,000
26.Resolution awarding a purchase order to Border States Electric, Ames, Iowa for the purchase of
steel light poles in the amount of $53,955.56
27.Resolution accepting 2020/21 Concrete Pavement Improvements Program (Ford St, Bell Ave, S.
17th St, S. Kellogg Ave) project as completed by Con-Struct Inc. of Ames, Iowa in the amount of
$664,014
28.Resolution accepting 2022/23 Asphalt Street Pavement Improvements (Oakwood Road) as
completed by Con-Struct, Ames, Iowa in the amount of $2,065,963.02
29.Resolution accepting Water Treatment Plant, Southeast Wellfield, and Technical Services
Complex Security Fence Improvements as completed by American Fence Company in the amount
of $83,226.80
30.Resolution approving partial completion and reducing financial security for public improvements
of Quarry Estates 4th Addition to $21,850
31.Resolution accepting partial completion and reducing financial security for public improvements
of Quarry Estates Subdivision 3rd Addition to $20,205
32.Resolution reducing project retainage for the 2021/22 Sanitary Sewer Rehabilitation (Ames High
School and Veenker Golf) project to $20,000
33.2022/23 East 13th Street Sanitary Sewer Extension Project
a. Resolution reducing project retainage to $10,000
2
b. Resolution approving Change Order No. 2 an increase in the amount of $111,917.96 to the
contract
34.Request to Modify Downtown Facade Grant Funding Eligibility for Maintenance Activities and
Rear Facades
a. Motion to direct staff
35.Initiation of Voluntary Annexation in West Ames along Ontario Street and Lincoln Way:
a. Resolution to accept voluntary annexation application and include two City of Ames
parcels
36.Motion approving/denying a Class C Retail License - Celaya, 217 South Duff
37.Water Pollution Control Facility Nutrient Reduction Modifications Phase 1:
a. Resolution approving final plans and specifications and awarding a contract to Woodruff
Construction, Inc. of Ames, Iowa in the amount of $53,370,000
b. Motion directing staff to: 1) Pursue reductions in the contract cost via change order(s); 2)
Adjust the CIP to eliminate the TSC Building Renovation Project; 3) Adjust the CIP to
reduce the Watershed-based Nutrient Reduction Program, and 4) Present an alternate rate
increase strategy to the City Council for future consideration
38.Motion to reject the bid for the FY 2022/23 Story County Edge of Field Project
39.Hearing for Approval of 2024-2029 Consolidated Plan and 2024-2025 Annual Action Plan in
Connection with the City's Community Development (CDBG) & HOME Programs:
a. Resolution approving the 2024-2029 Consolidated Plan
b. Resolution approving the 2024-2025 Annual Action Plan
40.Resolution authorizing staff to enter into an agreement with a consultant for up to $12,000 to assist
with hosting community conversations around homelessness
41.Second reading of Ordinance updating enforcement provisions to Chapter 5B and Chapter 22A of
Ames Municipal Code
42.Chapter 28, Electric Rate Modifications:
a. Motion to amend
b. Third reading and adoption of ORDINANCE NO. 4536 to change electric rates to adopt
revenue-neutral rate adjustments to better align with cost-of-service study
recommendations, to add optional Time-of-Use rates, and to adjust the Large Customer
Interruptible Option bill credits
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.
PLANNING AND HOUSING:
POLICE:
WATER AND POLLUTION CONTROL:
HEARINGS:
ADMINISTRATION:
ORDINANCES:
DISPOSITION OF COMMUNICATIONS TO COUNCIL:
3
43.Participation with agencies, boards, and commissions:
a. Discover Ames (ACVB)
b. Ames Economic Development Commission (AEDC)
c. Story County Emergency Management Agency (SCEMA)
d. Ames Transit Agency Board of Trustees
44.Motion to hold Closed Session as provided by Section 21.5(1)(c), Code of Iowa, to discuss matters
presently in litigation or where litigation is imminent
REPORT OF GOVERNING BODY:
COUNCIL COMMENTS:
CLOSED SESSION:
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.
4
To:Mayor and City Council
From:Mayor John A. Haila
Date:August 13, 2024
Subject:Proclamation for "Water and Wastewater Workers Week," August 18-24,
2024
Item No. 1
MEMO
Proclamation for "Water and Wastewater Workers Week," August 18-24, 2024
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
5
To:Mayor and City Council
From:City Clerk's Office
Date:August 9 , 2024
Subject:Approval of Minutes
Item No. 4
MEMO
Attached are the minutes for the Regular Meeting of the Ames City Council on July 23,
2024, and the Special City Council Meeting on August 6, 2024, for your review and
approval.
/cmw
ATTACHMENT(S):
C24-0723 Summary.docx
C24-0806 Summary.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
6
1
SUMMARY OF MINUTES OF THE
REGULAR MEETING OF THE AMES CITY COUNCIL
AMES, IOWA JULY 23, 2024
The Regular Meeting of the Ames City Council was called to order by Mayor Haila at 5:59 p.m.
on the 23rd day of July 2024, in the City Council Chambers in City Hall, 515 Clark Avenue,
pursuant to law. City Council Members Bronwyn Beatty-Hansen, Amber Corrieri, Tim Gartin,
and Anita Rollins were present. Ex officio Emily Boland was also present. Council Members
Gloria Betcher and Rachel Junck were absent.
CONSENT AGENDA: Council Member Rollins requested to pull Item No. 8 from Consent
Agenda.
Moved by Corrieri, seconded by Gartin, to approve the Consent Agenda, less Item No. 8.
1.Motion approving payment of claims
2. Motion approving Summary of Minutes of Regular City Council Meeting on July 9, 2024
3. Motion approving Report of Change Orders for period July 01-15, 2024
4. Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor
Licenses:
a.Cyclone Experience Network Jack Trice, (1800 S 4th Street), Class C Retail
Alcohol License with Catering Privilege and Outdoor Service
b.Hy-Vee Market Grille, (640 Lincoln Way), Class C Retail Alcohol License
c.Fareway Meat Market #189, (3720 Lincoln Way), Class E Retail Alcohol License
d.Sweet Carolines, (316 Main Street), Class C Retail Alcohol License with Outdoor
Service and Catering Privilege
e.The Mucky Duck Pub, (3100 S Duff Avenue), Class C Retail Alcohol License with
Outdoor Service and Catering
f.Kum & Go # 1215, (4506 Lincoln Way), Class E Retail Alcohol License
g.Lalo's Liquor Store Inc., (809 Wheeler Street Suite 105), Class E Retail Alcohol
License
h.El Azteca, (2120 Isaac Newton Drive), Class C Retail Alcohol License
i.Hickory Park, (1404 S. Duff Avenue), Special Class C Retail Alcohol License
j.313 Bar, (115 5th Street), Class C Retail Alcohol License
k.Botanero Latino, (604 Lincoln Way), Special Class C Retail Alcohol License with
Outdoor Service
5. Resolution approving updated Requests from Ames Main Street for Campustown Farmer's
Market on August 13, 2024:
a.RESOLUTION NO. 24-411 approving road closures of Chamberlain Street from
Welch Avenue to 2410 Chamberlain Street from 2:00 p.m. to 10:00 p.m.
b.RESOLUTION NO. 24-412 approving/motion denying waiver of parking meter
fees and enforcement ($23.00 Loss to the Parking Fund)
6. Motion delaying award of contract for the Water Pollution Control Facility Nutrient
Reduction Modifications Phase 1 project until August 13, 2024
7. RESOLUTION NO. 24-413 approving request from Friends of Ada Hayden Heritage Park
to waive enforcement of prohibition of motorized vehicles in Ada Hayden Heritage Park
on Monday, September 9 (9 am - 7:30 pm) and Tuesday, September 10 (9:00 a.m. – 3:00
p.m.)
7
2
8. RESOLUTION NO. 24-414 reauthorizing the GIS Software Enterprise Licensing
Agreement with Environmental Systems Research Institute of Redlands, California, for a
term of 3 years at a rate of $66,500 per annum
9. RESOLUTION NO. 24-415 approving contract with Apache Industrial, La Vista, NE, for
the Scaffolding and Related Services and Supply Contract at the Power Plant for July 1,
2024, through June 30, 2025, in an amount not-to-exceed $140,000
10. RESOLUTION NO. 24-416 approving Change Order No. 1 with J. Pettiecord Inc. for the
Fuel Tank Removal at the Coal Yard in the amount of $189,500
11. RESOLUTION NO. 24-417 approving Change Order No. 1 with JB Holland Construction
Inc. for the Ash Pond Closure and RDF Ash Pond Reconstruction project in the amount of
$417,344.79
12. Water Treatment Plant Lime Sludge Disposal Contract
a.RESOLUTION NO. 24-418 approving a change order for the FY 2023/24 lime
sludge disposal contract with Wulfekuhle Injection and Pumping, Inc. of Peosta,
Iowa in a deduct amount of $197,099.47
b.RESOLUTION NO. 24-419 accepting completion of the FY 2023/24 lime sludge
disposal contract with Wulfekuhle Injection and Pumping in the final adjusted
amount of $195,040.53, and release retainage in accordance with the contract
documents
c.RESOLUTION NO. 24-420 authorizing the carry-over of $148,900 of unspent
funds that resulted from incomplete work in the FY 2023/24 operating budget to
the FY 2024/25 budget
d.RESOLUTION NO. 24-421 approving change order number one for the FY
2024/25 lime sludge disposal contract with Wulfekuhle Injection and Pumping, Inc.
of Peosta, Iowa in an additive amount of $148,900.
Roll Call Vote: 4-0. Motion/Resolutions declared carried/adopted, signed by the Mayor, and
hereby made a portion of these Minutes.
GIS SOFTWARE ENTERPRISE LICENSING AGREEMENT: Assistant City Manager
Brian Phillips clarified that the amount of the yearly contract on the agenda should have read
$69,800, as well as Alternative 1.
Moved by Rollins, seconded by Beatty-Hansen, to adopt RESOLUTION 24-414 reauthorizing the
GIS Software Enterprise Licensing Agreement with Environmental Systems Research Institute of
Redlands, California, for a term of 3 years at a rate of $69,800 per annum.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
PUBLIC FORUM:Mayor Haila opened the Public Forum.
Richard Deyo, 505 8th Street #2, Ames, noted that National Night Out was not included in the
latest edition of City Side.
Caitlin Leann, Ames Resident, voiced her concerns with the Baker Subdivision moving away from
geothermal.
8
3
Mayor Haila closed the Public Forum when no one else came forward to speak.
RAPID NEEDS PURCHASE FOR REPAIRS TO THE 161 KV ELECTRIC
TRANSMISSION LINE: Director of Electric Services Donald Kom presented the Council
Action Form (CAF).
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-422 approving
the report of the rapid needs purchase for repairs to the 161 KV electric transmission line in the
amount of $625,504.86.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
ADDITION OF 1.0 FTE TO HUMAN RESOURCES (HR) DEPARTMENT:Director of HR
Bethany Ballou presented the CAF.
Moved by Rollins, seconded by Corrieri, to adopt RESOLUTION NO. 24-423 approving addition
of 1.0 FTE to HR Department.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
IMMEDIATE TOWING OF ILLEGALLY PARKED VEHICLES: Chief of Police Geoff
Huff presented the CAF.
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-424 authorizing
immediate towing of illegally parked vehicles on Saturday, August 24, 2024.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
ENHANCED PENALTIES FOR NUISANCE PARTY VIOLATIONS: Chief Huff presented
the CAF.
Moved by Gartin, seconded by Corrieri, to adopt RESOLUTION NO. 24-425 authorizing
enhanced penalties for nuisance party violations beginning at 5:00 p.m., Friday, August 23 and
ending at 4:00 a.m. on Sunday, August 25, 2024.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
BAKER SUBDIVISION - SECOND AMENDMENT TO RESTRICTIVE COVENANTS
FOR AFFORDABLE HOUSING: Housing Coordinator Vanessa Baker-Latimer presented the
CAF.
Moved by Beatty-Hansen, seconded by Rollins, to adopt RESOLUTION NO. 24-426 approving
amendment to covenants.
Roll Call Vote: 3-0-1, Gartin abstaining due to conflict of interest. Resolution declared adopted
unanimously, signed by the Mayor, and hereby made a portion of these Minutes.
9
4
Moved by Beatty-Hansen, seconded by Rollins, to adopt RESOLUTION NO. 24-427 authorizing
Housing Coordinator to approve assignment of mortgages, requested from Habitat for Humanity
of Central Iowa to First National Bank.
Roll Call Vote: 3-0-1, Gartin abstaining due to conflict of interest. Resolution declared adopted
unanimously, signed by the Mayor, and hereby made a portion of these Minutes.
HEARING ON FY 2022/23 STORY COUNTY EDGE OF FIELD PROJECT: Director of
Water and Pollution Control John Dunn presented the CAF. 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 and delay award until the
August 13, 2024, City Council meeting.
Vote on Motion: 4-0. Motion declared passed unanimously.
HEARING ON 2024/25 SHARED USE PATH MAINTENANCE PROGRAM: Mayor Haila
opened and closed the Public Hearing when no one came forward to speak.
Moved by Beatty-Hansen, seconded by Corrieri, to accept report of bids.
Vote on Motion: 4-0. Motion declared passed unanimously.
Moved by Beatty-Hansen, seconded by Rollins, to adopt RESOLUTION 24-428 approving final
plans and specifications and awarding a contract to Mid Iowa Enterprises, LLC of Story City, IA
in the amount of $75,340.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
HEARING ON 302 AND 212 SONDROL AVE: Mayor Haila opened and closed the Public
Hearing when no one came forward to speak.
Moved by Beatty-Hansen, seconded by Rollins, to adopt RESOLUTION 24-429 approving the
vacation of the 10' strip of right-of-way adjacent to 302 and 212 Sondrol Avenue.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
Moved by Rollins, seconded by Beatty-Hansen, to adopt RESOLUTION 24-430 approving the
conveyance of the vacated 10' strip of right-of-way adjacent to 302 and 212 Sondrol Avenue to
302 Sondrol, LLC., for $10,177.20 (as determined by the City's standard formula).
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
FIRST READING OF ORDINANCE UPDATING ENFORCEMENT PROVISIONS TO
CHAPTER 5B AND CHAPTER 22A OF AMES MUNICIPAL CODE: Mayor Haila opened
and closed the Public Hearing when no one came forward to speak.
Moved by Rollins, seconded by Corrieri, to pass on first reading an Ordinance updating
enforcement provisions to Chapter 5B and Chapter 22A of Ames Municipal Code.
10
5
Roll Call Vote: 4-0. Motion declared adopted unanimously.
SECOND READING OF ORDINANCE TO CHANGE ELECTRIC RATES TO ADOPT
REVENUE-NEUTRAL RATE ADJUSTMENTS TO BETTER ALIGN WITH COST-OF-
SERVICE STUDY RECOMMENDATIONS, TO ADD OPTIONAL TIME-OF-USE
RATES, AND TO ADJUST THE LARGE CUSTOMER INTERRUPTIBLE OPTION BILL
CREDITS: Mayor Haila noted that staff had requested to pull the motion to amend so staff could
engage in further discussions.
Moved by Rollins, seconded by Gartin, to pass on second reading of Ordinance to change electric
rates to adopt revenue-neutral rate adjustments to better align with cost-of-service study
recommendations, to add optional Time-of-Use rates, and to adjust the Large Customer
Interruptible Option bill credits.
Roll Call Vote: 4-0. Motion declared adopted unanimously.
DISPOSITION OF COMMUNICATIONS TO COUNCIL:Mayor Haila noted that there were
seven items for the City Council’s consideration. The first was a request from Margaret Epplin
and Ronald Mowers to vacate an annexation agreement.
Moved by Beatty-Hansen, seconded by Gartin, to request a memo from staff. Vote on Motion: 3-
1, Corrieri dissenting. Motion declared carried.
Founder of The Buxton Initiative, Cameron Gray, submitted a request for a Commission on the
Arts grant extension.
Moved by Beatty-Hansen, seconded by Corrieri, to place the item on a future agenda.
Vote on Motion: 4-0. Motion declared carried unanimously.
Next, an email from Doug Pepe about increased disruptive fourth of July activity was considered.
Moved by Beatty-Hansen, seconded by Gartin, to respond and express sympathies.
Vote on Motion: 4-0. Motion declared carried unanimously.
The fourth item was an email from Mike Fisk regarding the Resource Recovery Plant Waste
acceptance policy.
Moved by Corrieri, seconded by Gartin, to request staff respond.
Vote on Motion: 4-0. Motion declared carried unanimously.
Dylan Kline, Ames Regional Economic Alliance Business Development Director provided an
email with follow-up on the Baker Subdivision geothermal costs and Mayor Haila noted the item
was for information only.
Ames resident Merlin Pfannkuch submitted an email regarding the Sidewalk Policy.
Moved by Beatty-Hansen to respond and thank him for his input and explain the new standards.
11
6
Vote on Motion: 4-0. Motion declared carried unanimously.
The final item for consideration was from Doug Pepe regarding the development process for a
former gas station at South Franklin Avenue and Lincoln Way.
Moved by Beatty-Hansen, seconded by Rollins, to request staff respond.
Vote on Motion: 4-0. Motion declared carried unanimously.
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 City Council Members reported on various events
attended, upcoming meetings, community events, and items of interest.
ADJOURNMENT:Moved by Gartin, seconded by Beatty-Hansen, to adjourn at 6:56 p.m.Vote
on Motion: 4-0. Motion declared carried unanimously.
_______________________________________ __________________________________
Grace Bandstra, Deputy City Clerk John A. Haila, Mayor
_____________________________
Renee Hall, City Clerk
Subject to change as finalized by the City Clerk.
For a final official copy, contact the City Clerk’s Office at 515-239-5105.
12
1
SUMMARY OF MINUTES OF THE
SPECIAL MEETING OF THE AMES CITY COUNCIL
AMES, IOWA AUGUST 6, 2024
The Special Meeting of the Ames City Council was called to order by Mayor John Haila at 10:00
a.m. on the 6th day of August 2024, pursuant to law. As it was impractical for the Council Members
to attend in person, Council Members Gloria Betcher, Bronwyn Beatty-Hansen, Amber Corrieri,
and Anita Rollins joined the meeting electronically. Council Member Tim Gartin, Rachel Junck
and ex officio Emily Boland were absent.
CONSENT AGENDA:Moved by Betcher, seconded by Beatty-Hansen, to approve the consent
agenda.
1. RESOLUTION NO. 24-431 approving preliminary plans and specifications for the
2024/25 Shared Use Path Maintenance Contract 2 (Stuart Smith Park and State Avenue),
setting September 4, 2024, as the bid due date and September 10, 2024, as the date of Public
Hearing.
Roll Call Vote: 4-0. Resolution declared carried unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
HEARING ON 2023/24 AIRPORT IMPROVEMENTS PROGRAM (WILDLIFE FENCE
PROJECT):Traffic Engineer Damion Pregitzer presented the Council Action Form (CAF).
Council Member Betcher asked for clarification regarding the three separate divisions outlined in
the CAF. Engineer Pregitzer confirmed there was only one scope of work under the Division 3
Base Bid that was not eligible for Federal Aid.
Mayor Haila asked about cleaning up the fence line from overgrown vegetation and if cleanup was
a part of the contract. Traffic Engineer Pregitzer indicated the existing fence would be removed,
cleared from overgrowth and a new fence would be constructed with a seven foot property line
buffer and maintained going forward.
Mayor Haila opened and closed the Public Input when no one came forward to speak.
Moved by Betcher, seconded by Rollins, to accept the report of bids.
Vote on Motion: 4-0. Motion declared carried unanimously.
Moved by Betcher, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 24-432 approving
Federal Grant Application.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
Moved by Corrieri, seconded by Betcher, to adopt RESOLUTION NO. 24-433 approving final
plans and specifications and awarding a contract to Minturn, Inc., of Brooklyn, IA in the amount
of $2,616,005, contingent upon receipt of all grants necessary to fund the project.
Roll Call Vote: 4-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
13
2
INSPECTION OF CT1 COMBUSTION TURBINE TO DETERMINE OPTIONS AND
COSTS TO RETURN UNIT TO SERVICE: Director of Electric Services Donald Kom
presented the CAF.
Moved by Betcher, seconded by Rollins to adopt RESOLUTION NO. 24-434 awarding the
contract to Sulzer Turbo Services, of La Porte, TX.
Roll Call Vote: 4-0. Resolution declared carried unanimously, signed by the Mayor, and hereby
made a portion of these Minutes.
DISPOSITION OF COMMUNICATIONS TO COUNCIL: None
COUNCIL COMMENTS: The Mayor and City Council Members reported on various events
attended, upcoming meetings, community events, and items of interest.
ADJOURNMENT: Moved by Beatty-Hansen, seconded by Betcher, to adjourn the meeting at
10:21 a.m.
Vote on Motion: 4-0. Motion declared carried unanimously.
__________________________________ ____________________________________
Renee Hall, City Clerk John A. Haila, Mayor
14
To:Mayor & City Council
From:City Clerk's Office
Date:August 9, 2024
Subject:Approval of Civil Service Candidates
Item No. 5
MEMO
Attached are the minutes for the Regular Meeting of the Civil Service Commission held
on July 25 2024.
/rh
ATTACHMENT(S):
July 25 Civil Service 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
15
MINUTES OF THE REGULAR MEETING OF THE
AMES CIVIL SERVICE COMMISSION
AMES, IOWA JULY 25, 2024
The Regular Meeting of the Ames Civil Service Commission met in regular session in the Council Chambers
of City Hall, 515 Clark Avenue, with Commission Members, Harold Pike and Larry Conley present. Kim
Linduska and Bethany Ballou, HR Director were brought in telephonically. Chairperson Kim Linduska
called the meeting to order at 8:18 AM on July 25, 2024. Also in attendance was Commission Clerk, Vicki
Hillock..
APPROVAL OF MINUTES OF JUNE 27, 2024: Moved by Pike, seconded by Conley, to approve the
Minutes of the June 27, 2024, Regular Service Commission meeting. Vote on Motion: 3-0. Motion declared
carried unanimously.
CERTIFICATION OF ENTRY-LEVEL APPLICANTS: Moved by Conley, seconded by Pike, to certify
the following individuals to the Ames City Council as Entry-Level Applicants:
Maintenance Worker – Parks & Rec Sublist Jesse Smith 78
Brian Lewis 74
Emir Amidzic 72
Nicholas Lager 70
Mechanic - CyRide Rich Duszynski 86
Nikolis Davis 73
Payroll Coordinator Jennifer Glaunner 78
Alyssa Devig 76
Lisa Ely 77
Transit Operations Manager Mike Asbe 77
Vote on Motion: 3-0. Motion declared carried unanimously.
CERTIFICATION OF PROMOTIONAL-LEVEL APPLICANTS: Moved by Conley, seconded by
Pike, to certify the following individuals to the Ames City Council as Promotional-Level Applicants:
Senior Heavy Equipment Operator Bryon Anderson 82
Zach Landhuis 81
Zachery Foster 78
Cody Thompson 77
Corey Tjaden 76
Tyler Braland 75
Paul Lewis 74
Hollis Hathaway 73
Vote on Motion: 3-0. Motion declared carried unanimously.
COMMENTS: The next Regular Meeting will be held in-person on Thursday, August 22, 2024, at 8:15am.
ADJOURNMENT: The meeting adjourned at 8:21 AM.
__________________________________ _______________________________________
Kim Linduska, Chairperson Vicki Hillock, Commission Clerk
16
To:Mayor & City Council
From:City of Ames Purchasing Division
Date:August 9, 2024
Subject:Report of Contract Change Orders
Item No. 6
MEMO
The Report of Change Orders for period July 16-31, 2024, is attached for your review and
consideration.
ATTACHMENT(S):
Change Order Report - July 16-31, 2024.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
17
REPORT OF
CONTRACT CHANGE ORDERS
Department
General Description
of Contract
Contract
Change
No.
Original Contract
Amount Contractor/ Vendor
Total of Prior
Change Orders
Amount this
Change Order
Change
Approved By
Purchasing
Contact
(Buyer)
Parks &
Recreation
Weight Equipment for the
City Hall Community Center
2 $66,017.01 Life Fitness $-(800.00)$443.30 C. Kort QE
Public Works 2023/24 Traffic System
Capacity Improvement -
Airport Road
1 $62,300.00 WHKS & Co.$0.00 $2,600.00 M. Gansen KS
Parks &
Recreation
Bid Package 06-1 General
Carpentry Work for Fitch
Family Indoor Aquatic
Center
1 $1,016,000.00 Lansink Construction,Inc.$0.00 $42,129.00 B. Phillips KS
Parks &
Recreation
Bid Package 06-1 General
Carpentry Work for Fitch
Family Indoor Aquatic
Center
2 $1,016,000.00 Lansink Construction, Inc.$42,129.00 $2,858.00 B. Phillips KS
Parks &
Recreation
Bid Package 08-1 Entrance,
Storefront, Curtainwall &
Glazing Work for Fitch
Family Indoor Aquatic
Center
1 $726,526.00 Orning Glass Company $0.00 $-(3,823.00)K. Abraham KS
Period:1st – 15th
16th – End of Month
Month & Year:July 2024
For City Council Date:August 13, 2024
18
Department
General Description
of Contract
Contract
Change
No.
Original Contract
Amount Contractor/ Vendor
Total of Prior
Change Orders
Amount this
Change Order
Change
Approved By
Purchasing
Contact
(Buyer)
Parks &
Recreation
Bid Package 09-1 Gypsum
Board Assembly, Acoustical
Ceiling, Paint & Coating
Work for Fitch Family
Indoor Aquatic Center
1 & 2 $519,250.00 Hilsabeck Schacht $0.00 $0.00
PCO-003 &
PCO-006
K. Abraham KS
Electric
Services
Primary Cable for Electric
Distribution Inventory
2 $135,462.00 WESCO Distribution, Inc.$1,128.85 $1,851.31 D. Kom JB
19
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Ownership Updates for Class E Retail Alcohol License - Walgreens #12108,
2719 Grand Avenue
Item No. 7
MEMO
Please see the attached documentation for a motion approving Ownership Updates for
Class E Retail Alcohol License - Walgreens #12108, 2719 Grand Avenue.
ATTACHMENT(S):
Walgreens - Ownership Update.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
20
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
Walgreen Co.
NAME OF BUSINESS(DBA)
Walgreens #12108
BUSINESS
(515) 232-8284
ADDRESS OF PREMISES
2719 Grand Ave
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
Liquor Renewals-P.O. Box 901
CITY
Deerfield
STATE
Illinois
ZIP
60015
Contact Person
NAME
Jeff Jackson
PHONE
(847) 527-4612
EMAIL
jeff.jackson@walgreens.com
License Information
LICENSE NUMBER
LE0002156
LICENSE/PERMIT TYPE
Class E Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE
May 27, 2023
EXPIRATION DATE
May 26, 2024
LAST DAY OF BUSINESS
SUB-PERMITS
Class E Retail Alcohol License
PRIVILEGES 21
Page 2 of 2
Status of Business
BUSINESS TYPE
Corporation
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF
OWNERSHIP
U.S.
CITIZEN
Tracey Brown Ames Iowa 50010 President & Director 0.00 Yes
Richard Gates Ames Iowa 50010 SVP & Director 0.00 Yes
Jeffery
Gruener
Ames Iowa 50010 SVP, CFO, Treasurer &
Director
0.00 Yes
Brian Brown Ames Iowa 50010 Vice President 0.00 Yes
Joseph
Amsbary
Ames Iowa 50010 Secretary 0.00 Yes
Insurance Company Information
INSURANCE COMPANY POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE 22
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Ownership Updates for Class F Retail Alcohol License - Green Hills
Residents' Association, 2200 Hamilton Drive Suite #100
Item No. 8
MEMO
Please see the attached documentation for a motion approving Ownership Updates for
Class F Retail Alcohol License - Green Hills Residents' Association, 2200 Hamilton
Drive Suite #100.
ATTACHMENT(S):
Green Hills - Ownership Update.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
23
Page 1 of 3
Applicant
NAME OF LEGAL ENTITY
Green Hills Residents' Association
NAME OF BUSINESS(DBA)
Green Hills Residents' Association
BUSINESS
(515) 357-5000
ADDRESS OF PREMISES
2200 Hamilton Drive,
PREMISES SUITE/APT NUMBER
Suite 100
CITY
Ames
COUNTY
Story
ZIP
50014
MAILING ADDRESS
2205 Green Hills Drive
CITY
Ames
STATE
Iowa
ZIP
50014
Contact Person
NAME
Calista Sievers
PHONE
(515) 357-5000
EMAIL
ed@greenhillsrc.com
License Information
LICENSE NUMBER
LF0001450
LICENSE/PERMIT TYPE
Class F Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE
June 30, 2024
EXPIRATION DATE
June 29, 2025
LAST DAY OF BUSINESS
SUB-PERMITS
Class F Retail Alcohol License
24
Page 2 of 3
PRIVILEGES
Outdoor Service
Status of Business
BUSINESS TYPE
Corporation
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN
Suzan Shierholz Ames Iowa 50014 President 0.00 Yes
Warren Madden Ames Iowa 50014 Treasurer 0.00 Yes
Ann Hein Ames Iowa 50014 Secretary 0.00 Yes
Beverly Kruempel AMES Iowa 50014 Vice-President 0.00 Yes
Insurance Company Information
INSURANCE COMPANY
Ironshore Specialty Insurance
Company
POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
25
Page 3 of 3
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
26
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Premise Update for Class C Retail Alcohol License - Celaya, 217 South Duff
Avenue
Item No. 9
MEMO
Celaya, 217 Duff Avenue, has filed for a Premise Update for its Class C Retail Alcohol
License. The purpose of the Premise Update is to correct an address discrepancy between
the lease for the premise and the address on the license.
The City Council may recall that at its June 11, 2024, meeting, the Council moved to
recommend the Alcoholic Beverages Division (ABD) move forward with revocation of
Celaya's Class C license due to four failed compliance checks in six months (September
30, 2023, November 3, 2023, November 17, 2023, and February 23, 2024). Subsequently,
Celaya filed a Notice of Appeal and Request for Stay of Agency Action on Thursday,
June 27, 2024, to contest the revocation.
While Celaya's appeal of the revocation is pending, Celaya continues to be able to
operate under its existing license. Staff has spoken with ABD staff and confirmed that
the correction of the address discrepancy is a separate issue from the revocation
proceeding. Correcting the address discrepancy through this Premise Update will not
impact the appeal process that is underway.
ATTACHMENT(S):
Celaya - Premise Update.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
27
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
CELAYA, LLC
NAME OF BUSINESS(DBA)
Celaya
BUSINESS
(712) 229-7427
ADDRESS OF PREMISES
217 South Duff Avenue
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
217 South Duff
CITY
Ames
STATE
Iowa
ZIP
50010
Contact Person
NAME
Kevin Fajardo
PHONE
(712) 221-7427
EMAIL
kfajardo895@gmail.com
License Information
LICENSE NUMBER
LC0048504
LICENSE/PERMIT TYPE
Class C Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE
July 11, 2024
EXPIRATION DATE
July 10, 2025
LAST DAY OF BUSINESS
SUB-PERMITS
Class C Retail Alcohol License
PRIVILEGES 28
Page 2 of 2
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
No Ownership information found
Insurance Company Information
INSURANCE COMPANY
Illinois Casualty Co
POLICY EFFECTIVE DATE
July 12, 2024
POLICY EXPIRATION DATE
July 11, 2025
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
29
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Temporary Outdoor Service for Class C Liquor License with Outdoor Service
- Sips and Paddys, 126 Welch Avenue
Item No. 10
MEMO
Please see the attached documentation for a motion approving Temporary Outdoor
Service for Class C Liquor License with Outdoor Service - Sips and Paddys, 126 Welch
Avenue on:
a. September 20 - September 22, 2024
b. October 4 - October 6, 2024.
ATTACHMENT(S):
Sips and Paddy's - Temp. Outdoor Service.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
30
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
THE SCENE, LLC
NAME OF BUSINESS(DBA)
SIPS AND PADDY'S IRISH PUB
BUSINESS
(515) 231-8388
ADDRESS OF PREMISES
126 Welch Ave
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
story
ZIP
50014
MAILING ADDRESS
126 Welch Ave
CITY
Ames
STATE
Iowa
ZIP
50014
Contact Person
NAME
ANDREW WHITE
PHONE
(515) 231-8388
EMAIL
whitecor2@gmail.com
License Information
LICENSE NUMBER
LC0047689
LICENSE/PERMIT TYPE
Class C Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE
Oct 30, 2023
EXPIRATION DATE
Oct 29, 2024
LAST DAY OF BUSINESS
SUB-PERMITS
Class C Retail Alcohol License
31
Page 2 of 2
PRIVILEGES
Outdoor Service
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
No Ownership information found
Insurance Company Information
INSURANCE COMPANY
Founders Insurance Company
POLICY EFFECTIVE DATE
Sep 20, 2024
POLICY EXPIRATION DATE
Sep 23, 2024
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
Sep 20, 2024
OUTDOOR SERVICE EXPIRATION
DATE
Sep 22, 2024
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
32
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Temporary Outdoor Service for Special Class C Retail Alcohol License -
Wheatsfield Cooperative, 413 Northwestern Avenue, September 15 -
September 16, 2024
Item No. 11
MEMO
Please see the attached documentation for a motion approving Temporary Outdoor
Service for Special Class C Retail Alcohol License - Wheatsfield Cooperative, 413
Northwestern Avenue, September 15 - September 16, 2024, Pending Dramshop Review.
ATTACHMENT(S):
Wheatsfield Cooperative App.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
33
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
Wheatsfield Cooperative
NAME OF BUSINESS(DBA)
Wheatsfield Cooperative
BUSINESS
(515) 232-4094
ADDRESS OF PREMISES
413 Northwestern
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
413 Northwestern
CITY
Ames
STATE
Iowa
ZIP
50010
Contact Person
NAME
Linda Johnson
PHONE
(515) 360-4697
EMAIL
linda_j@wheatsfield.coop
License Information
LICENSE NUMBER
BW0095544
LICENSE/PERMIT TYPE
Special Class C Retail Alcohol
License
TERM
12 Month
STATUS
Pending
Dramshop
Review
TENTATIVE EFFECTIVE DATE
July 1, 2024
TENTATIVE EXPIRATION DATE
June 30, 2025
LAST DAY OF BUSINESS
SUB-PERMITS
Special Class C Retail Alcohol License
34
Page 2 of 2
PRIVILEGES
Outdoor Service
Status of Business
BUSINESS TYPE
Corporation
Ownership
No Ownership information found
Insurance Company Information
INSURANCE COMPANY
IMT Insurance Co
POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
Sep 15, 2024
OUTDOOR SERVICE EXPIRATION
DATE
Sep 16, 2024
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
35
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:New 5-Day License (September 10 - September 14, 2024) for Special Class C
Retail Alcohol License with Outdoor Service - Apres Bar Co., 1930 East 13th
Street
Item No. 12
MEMO
Please see the attached documentation for a motion approving New 5-Day License
(September 10 - September 14, 2024) for Special Class C Retail Alcohol License with
Outdoor Service - Apres Bar Co., 1930 East 13th Street.
ATTACHMENT(S):
Apres Bar Co. - Sep. 10-14 Application.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
36
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
Apres Bar Co, LLC
NAME OF BUSINESS(DBA)
Apres Bar Co
BUSINESS
(515) 789-0044
ADDRESS OF PREMISES
1930 East 13th Street
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
3610 Holcomb AvenueBeaverdale
CITY
Des Moines
STATE
Iowa
ZIP
50310
Contact Person
NAME
Jillian Harrington
PHONE
(515) 789-0044
EMAIL
admin@apresbarco.com
License Information
LICENSE NUMBER LICENSE/PERMIT TYPE
Special Class C Retail Alcohol
License
TERM
5 Day
STATUS
Pending
Dramshop
Review
TENTATIVE EFFECTIVE DATE
Sep 10, 2024
TENTATIVE EXPIRATION DATE
Sep 14, 2024
LAST DAY OF BUSINESS
SUB-PERMITS
Special Class C Retail Alcohol License
37
Page 2 of 2
PRIVILEGES
Outdoor Service
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN
Jillian Harrington Des Moines Iowa 50310 Owner 100.00 Yes
Insurance Company Information
INSURANCE COMPANY
Illinois Casualty Co
POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
38
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Motion approving 5-Day License (September 2 - September 6, 2024) for
Special Class C Retail Alcohol License - Lucky Wife Wine Slushies, 2321
North Loop Drive
Item No. 13
MEMO
Please see the attached documentation for a motion approving 5-Day License (September
2 - September 6, 2024) for Special Class C Retail Alcohol License - Lucky Wife Wine
Slushies, 2321 North Loop Drive.
ATTACHMENT(S):
Lucky Wife Wine Slushies - 09.02 Application.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
39
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
CLOUD WINE, LLC
NAME OF BUSINESS(DBA)
Lucky Wife Wine Slushies
BUSINESS
(515) 368-0295
ADDRESS OF PREMISES
2321 North Loop Drive
PREMISES SUITE/APT NUMBER
parking lot nw corner
CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
2321 North Loop Drive
CITY
Ames
STATE
Iowa
ZIP
50010
Contact Person
NAME
Dawn Thompson
PHONE
(515) 368-0295
EMAIL
luckywifewineslushies4@gmail.com
License Information
LICENSE NUMBER LICENSE/PERMIT TYPE
Special Class C Retail Alcohol
License
TERM
5 Day
STATUS
Submitted
to Local
Authority
TENTATIVE EFFECTIVE DATE
Sep 2, 2024
TENTATIVE EXPIRATION DATE
Sep 6, 2024
LAST DAY OF BUSINESS
SUB-PERMITS
Special Class C Retail Alcohol License
PRIVILEGES 40
Page 2 of 2
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN
Dawn Thompson Humboldt Iowa 50548 owner/ceo 100.00 Yes
Insurance Company Information
INSURANCE COMPANY
Founders Insurance Company
POLICY EFFECTIVE DATE
Sep 2, 2024
POLICY EXPIRATION DATE
Sep 7, 2024
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
41
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:Ownership Updates for Class C Retail Alcohol License - Sams Place, 125
Main Street
Item No. 14
MEMO
Please see the attached documentation for a motion approving Ownership Updates for
Class C Retail Alcohol License - Sams Place, 125 Main Street.
ATTACHMENT(S):
Sam's Place Ownership Update.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
42
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
Ames Pool Hall LLC
NAME OF BUSINESS(DBA)
Sams Place
BUSINESS
(515) 779-1110
ADDRESS OF PREMISES
125 Main Street
PREMISES SUITE/APT NUMBER CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
125 Main Street
CITY
Ames
STATE
Iowa
ZIP
50010
Contact Person
NAME
Sam Touzani
PHONE
(515) 285-0007
EMAIL
sam@fundamentax.com
License Information
LICENSE NUMBER
LC0049116
LICENSE/PERMIT TYPE
Class C Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE
Nov 14, 2023
EXPIRATION DATE
Nov 13, 2024
LAST DAY OF BUSINESS
SUB-PERMITS
Class C Retail Alcohol License
PRIVILEGES 43
Page 2 of 2
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN
mia montang Ames Iowa 50010 owner 100.00 Yes
Insurance Company Information
INSURANCE COMPANY
Berkshire Hathaway Direct
Insurance Company
POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
44
To:Mayor and City Council
From:Grace Bandstra, Deputy City Clerk
Date:August 13, 2024
Subject:New Class E Retail Alcohol License - Neighborhood Liquor Mart, 3505
Lincoln Way Suite 105, Pending Favorable DIA Inspection
Item No. 15
MEMO
Please see the attached documentation for a motion approving new Class E Retail
Alcohol License - Neighborhood Liquor Mart, 3505 Lincoln Way Suite 105, Pending
Favorable DIA Inspection.
ATTACHMENT(S):
Neighborhood Liquor Mart New License App.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
45
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
NEIGHBORHOOD LIQUOR
MART 1 LLC
NAME OF BUSINESS(DBA)
Neighborhood Liquor Mart
BUSINESS
(515) 509-0204
ADDRESS OF PREMISES
3505 Lincoln Way
PREMISES SUITE/APT NUMBER
105
CITY
Ames
COUNTY
Story
ZIP
50010
MAILING ADDRESS
1410 Panoramic Court
CITY
Ames
STATE
Iowa
ZIP
50010
Contact Person
NAME
Anum Firoz
PHONE
(515) 509-0204
EMAIL
nlmliquor@gmail.com
License Information
LICENSE NUMBER LICENSE/PERMIT TYPE
Class E Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
EFFECTIVE DATE EXPIRATION DATE LAST DAY OF BUSINESS
SUB-PERMITS
Class E Retail Alcohol License
PRIVILEGES
46
Page 2 of 2
Status of Business
BUSINESS TYPE
Limited Liability Company
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN
Anum Firoz Ames Iowa 50010 President 100.00 Yes
Insurance Company Information
INSURANCE COMPANY POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
47
To:Mayor John Haila and Ames City Council Members
From:Lieutenant Mike Arkovich, Ames Police Department
Date:August 5, 2024
Subject:Beer Permits & Liquor License Renewal Reference City Council Agenda
Item No. 16
MEMO
The following licenses are eligible for renewal:
Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor
Licenses:
a. Iowa State Center - CY Stephens (1900 Center Drive), Class C Retail Alcohol
License with Catering Privilege and Outdoor Service
b. Kwik Stop Liquor & Groceries, (125 6th Street), Class E Retail Alcohol License
A review of police records for the past 12 months found no liquor law violations for Iowa
State Center CY Stephens. The Ames Police Department recommends the license
renewal for these businesses.
A review of the police records for the past 12 months found one compliance check failure
for Kwik Stop Liquor & Groceries. They passed one follow-up compliance check after
the initial failure. The Ames Police department will encourage this establishment to
better identify patrons and check IDs. The police department will also encourage them to
attend ID training, IPACT training, and conduct their own compliance checks. The police
department will continue to monitor this establishment by conducting regular foot
patrols, compliance checks, and evaluating their safeguards. The Ames Police
Department recommends the license renewal for this business.
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
48
ITEM #:17
DATE:08-13-24
DEPT:HR
SUBJECT:AMENDMENT TO COMPENSATION POLICY
COUNCIL ACTION FORM
BACKGROUND:
On October 13, 2020, the City Council approved a new Employee Handbook, along with approximately
two dozen related, more detailed policies that address employment matters. These policies became
effective on October 19, 2020.
Among these separate policies is the Compensation Policy, which outlines the principles that determine
the structure of the City's pay grades and the metrics that are used to place each specific position into
the appropriate grade. This policy applies only to merit positions; the pay for positions that are covered
by a collective bargaining unit is determined through the bargaining process.
A portion of the Compensation Policy addresses certain merit-based utility positions. Many years ago,
in response to the increased competition in the job market from outside utilities for electric utility
professionals, a special series of pay grades was devised. These grades provide for a higher salary than
the job evaluation process would normally call for, to ensure the City's pay for these positions was
competitive.
The current Compensation Policy language provides Electric Administration, Electric Engineering, and
Power Plant Administration divisions as examples where the higher grade would be applied. However,
in practice, the application of this policy has been more specific to certain positions rather than applying
to entire divisions. This more specific application of the policy aligns with the original intent of
applying the higher grades to certain competitive positions.
To better align the language in the policy with the historical application of these higher pay grades, staff
has prepared an amendment to one paragraph of the Compensation Policy. The amendment clarifies that
the special series of pay grades is generally for the positions in the Electric utility that direct utility
operations, manage significant utility assets, or require a professional engineering license. The policy
notes that the City Manager makes the determination as to which positions meet one of these
qualifications.
A copy of the proposed revisions to the Compensation Policy is attached for the Council's
consideration. If approved, the revised version would take effect immediately.
ALTERNATIVES:
1. Adopt the revised Compensation Policy as presented.
2. Direct staff to modify the Compensation Policy.
3. Do not approve the revised Compensation Policy.
49
CITY MANAGER'S RECOMMENDED ACTION:
The revisions presented in the attached Compensation Policy better reflect the intent and application of
the higher series of pay grades for certain positions within the Electric utility. No grades for existing
positions will be modified as a result of adopting this amendment. However, the new policy language
will provide clearer guidance for the circumstances where it is appropriate to apply these pay grades in
the future.
Currently, staff is evaluating the reorganization of some positions within the Electric Department.
Clearer language regarding the application of the Compensation Policy will be helpful as staff moves
forward with the reorganization process. Therefore, it is the recommendation of the City Manager that
the City Council adopt Alternative No. 1, as described above.
ATTACHMENT(S):
Compensation Policy - highlighted.docx
50
Page 1 of 6
Compensation Policy
Date Established: October 19, 2020
Date Last Updated: October 19, 2020August 13, 2024
Purpose
To establish an orderly procedure for compensating employees upon their initial employment and
changing statuses; and to attract, retain and motivate employees through payment of salaries within a
structure that is market competitive and which recognizes the relative worth of jobs within the City
organization.
Policy Statement
The City maintains two systems for compensating employees. One is based on merit, and the other
is based on collectively bargained wage rates.
Objectives
The objectives of the City of Ames' compensation systems are:
1.To establish a salary range for each job that is based on a systematic blending of the
job's internal worth to the City and the competitive labor market.
2.To provide for individual salary advancement reflecting increased value to the City. For
merit employees, salary advancement is also based on job performance.
3.To establish systems that are fiscally sound, equitable and cost effective.
4.To provide a method for identifying individual employee development needs.
5.To provide compensation systems that are understood by employees.
6.To provide fairness with respect to other jobs in the City and with comparable jobs in
other organizations.
7.To provide pay systems that can be easily administered and maintained.
8.To comply with federal, state and local laws.
Components of the Merit Employee Compensation Program
The compensation program for merit employees within the City of Ames is based on the following
components:
1.Pay Grades
51
Page 2 of 6
The salary structure which includes a series of pay grades corresponding to job
evaluation points. Each grade is defined by a salary minimum, midpoint, and maximum.
The pay for each employee will be within the salary range for the grade assigned to the
employee's job class, unless otherwise approved by the City Manager.
In certain specialized utility job classifications, private sector employees doing the same
work are compensated substantially higher than the City’s pay scale allows. (e.g., Electric
Administration, Electric Engineering, and Power Plant Administration). In recognition
of the highly competitive marketplace for competent professionals in these instances,
the City Manager may apply a special series of pay grades may be applied, which result
in higher pay for these classifications (e.g., a grade 60 position becomes a grade 90, a
grade 61 position becomes a grade 91, etc.). The special series of pay grades is generally
for those positions in the Electric utility that direct utility operations, manage significant
utility assets, or require a professional engineering license. The determination as to the
appropriate positions to apply the special series of pay grades is made by the City
Manager.
2.Job Evaluation
Job evaluation is the process of determining the relative worth of all jobs in the City of
Ames. Each non-union regular position in the City is evaluated and placed in a grade
level and accompanying salary range on the basis of that evaluation.
3.Performance Management and Merit Increases
The performance management system consists of a cycle incorporating planning,
ongoing monitoring and feedback, performance appraisal, and employee development.
Salary adjustments shall be based on individual performance appraisals in accordance
with guidelines approved by the City Manager. See the Performance Evaluation and
Improvement Policy for further details.
4.Administration
The administration of the pay program shall be under the direction of the Human
Resources Director whose responsibilities will be to:
a.Monitor trends in compensation theory and practice and make recommendations
regarding the City's compensation policies and practices consistent with the City's
mission and organizational culture.
b.Evaluate existing and new job classes and submit the appropriate pay grade
allocations for the City Manager's approval.
c.Conduct periodic salary and benefit surveys.
d.Recommend salary structure adjustments and salary increase budgets.
e.Provide oversight of the performance management system, ensuring that
performance appraisals are conducted as required, and providing training and
guidance in the application of the performance management system.
52
Page 3 of 6
The City Manager may authorize an adjustment to an individual’s compensation in order
to correct a mistake in administration of the approved compensation system.
Adoption and Amendment
The Human Resources Director shall prepare annually a Pay Plan covering all classes in the
City service to be submitted to the City Council for review. Thereafter, the City Manager
may approve modifications to the Pay Plan upon the recommendation of the Human
Resources Director. Modifications to the Pay Plan shall be in accordance with the stated
policies, goals and objectives of the City's compensation policy.
Administration and Maintenance
The Human Resources Director shall periodically conduct a comprehensive survey of
market rates for a representative sample of classifications in the City service whose salaries
are not determined through the labor negotiations process. In adjusting the pay structure,
consideration shall be given to salaries in relevant employment markets for comparable
classes under similar working conditions, current costs of living, the City's compensation
policy and other relevant factors.
Establishing Pay Upon Initial Appointment
These guidelines are intended to balance the internal consistency and equity of the merit pay system,
while being responsive to the dynamics of the labor market.
1.The starting salary shall be at least the minimum of the salary range.
2.Candidates just meeting minimum qualifications are normally appointed at the range
minimum.
3.Candidates whose qualifications exceed the minimum may receive a starting salary
proportional to their qualifications, not to exceed the range mid-point. Starting
salaries above the mid-point may be approved by the City Manager under exceptional
circumstances.
4.The following factors may be considered in determining an appropriate starting salary:
a. Current salary rates for the specific classification in the relevant market.
b. The qualifications of the candidate relative to the needs of the position and the
qualifications of other available candidates.
c. The relative success of the current recruitment, and relevant prior recruitment
history for the classification.
d. Internal equity with current incumbents of the classification, with regard for
qualifications and length of service.
e. For supervisory positions, the level of responsibility and salaries of subordinates.
However, this will not be the sole determining factor, and it is not intended that the
salary of a supervisor shall exceed that of all subordinates in every case.
53
Page 4 of 6
f. The timing of the next scheduled merit pay increase.
5.The Human Resources Director will prepare a starting salary recommendation after
reviewing the factors described above and consulting with the hiring department head.
The recommendation must be submitted to the City Manager for approval prior to
presenting an offer of employment to a candidate.
6.Hiring incentives, such as one-time bonus payments, may be authorized by the City
Manager in advance of a recruitment for a hard-to-fill position.
Establishing Pay Upon Promotion
1.Upon promotion to a class in a pay grade with a higher maximum salary, an employee
shall receive the minimum salary of the higher range or at least 5% over the employee’s
current salary, whichever is more. The higher salary shall become effective on the date
of the promotion.
2.An employee who is promoted more than one pay grade or rank may receive a
promotional increase greater than 5%.
3.The guidelines outlined in paragraph 4 of the Establishing Pay Upon Initial
Appointment section of this policy may also be considered in determining an
appropriate salary upon promotion.
Reduction in Salary
Reductions in salary may be made to recognize the diminished value of a merit employee's
service to the organization. An employee's salary may not be reduced below the minimum
established for the class. Reductions in salary shall become effective immediately upon
approval by the City Manager.
Demotion
A voluntary or involuntary demotion may be made to a vacant position in a class with a
lower maximum salary in accordance with these Policies and Procedures. An employee who
is voluntarily or involuntarily demoted must possess the minimum qualifications for the
lower position.
A demoted employee's salary shall be the employee's current rate of pay or the maximum of
the salary range for the lower class, whichever is lower, except that an employee who
receives an involuntary demotion may also be subject to a salary reduction in accordance
with the Reduction in Salary section of this policy. The City Manager may also authorize an
alternative salary reduction for a voluntary demotion as warranted by a review of the
situation. A demoted employee's pay rate shall be effective with the first day that the
employee assumes the duties of the lower class.
54
Page 5 of 6
When a demotion is made for reasons other than disciplinary action, the City Manager may
authorize continuation of a merit employee's present salary rate, even if it is above the
maximum for the new class. In such cases the employee shall not be eligible for pay
increases until the scale maximum exceeds the employee's salary.
Transfer
Except where limited by statute, a voluntary or involuntary transfer may be made to a vacant
position in the same classification in the same department or in another department.
A transferred employee's salary shall be the employee's current rate of pay, except that an
employee who receives an involuntary transfer may also be subject to a salary reduction in
accordance with the Reduction in Salary section of these Policies and Procedures.
Reclassification
Reclassification may be made to a class with a higher, lower, or the same maximum rate of
pay as the original class. An employee whose position has been reclassified to a classification
with a higher maximum salary shall receive at least the minimum salary of the higher salary
range or the salary received prior to reclassification, whichever is higher. In cases where the
employee has performed the duties of the higher class for a period of time sufficient to
demonstrate proficiency, a salary increase may be authorized. The salary guidelines for new
hires and promotions shall be referred to in making such determinations. The effective date
of such a pay increase will be as determined by the City Manager. In cases where an
employee's position has been reclassified to a classification with a lower maximum salary, the
Demotion section shall apply.
Lateral Appointment
An employee who accepts a lateral appointment shall normally retain the rate of pay received
in the previous position. In exceptional circumstances, the City Manager may authorize a
salary increase using the guidelines outlined in section 4 of Establishing Pay Upon Initial
Appointment. Eligibility for merit increases shall be as provided in the Merit Increases
Policy.
Merit Increases
Regular Employees
Performance-based merit increases may be granted to regular full-time and part-time
benefited employees. Merit increases shall become effective on July 1 of each year, except as
otherwise provided in these Policies.
New Employees
Employees whose start of employment is from July 1 through December 31 shall be eligible
for a merit increase on July 1 of the following fiscal year. Employees whose start of
employment is from January 1 through June 30 shall not receive a merit increase on July 1,
but shall be eligible for a merit increase upon completion of six months of service.
55
Page 6 of 6
Employees who have completed or will complete six months of service prior to April 30 will
be evaluated during the regular evaluation schedule, normally in early April. Those
employees who will complete the six-month probationary period after April 30 shall be
evaluated two weeks prior to completion of six months service. Performance appraisals will
be conducted in accordance with standard City procedures. Evaluation forms will be
forwarded to the Human Resources Department. The merit increase will be determined by
the Director of Finance in accordance with the formula authorized for July 1 merit increases.
The Human Resources Department will notify the department head, who will prepare the
Payroll Change Form.
Promotions and Lateral Appointments
Employees who have received a promotion or lateral appointment shall be eligible for merit
increases in the same manner as new hires.
Contact Information
Human Resources Director
hr@cityofames.org
515-239-5199
City Manager’s Office
515-239-5101
56
ITEM #:18
DATE:08-13-24
DEPT:ADMIN
SUBJECT:REQUEST FROM THE BUXTON INITIATIVE TO EXTEND FY 2023/24 COTA
ANNUAL GRANT COMPLETION DATE
COUNCIL ACTION FORM
BACKGROUND:
On May 23, 2023, the City Council approved contracts with a variety of agencies for the Commission
on the Arts (COTA) FY 2023/24 Annual Grant program. One of the agencies receiving funds through
this grant process was The Buxton Initiative, which was awarded a contract for $8,000. The Buxton
Initiative's purpose is to provide programs and community events in celebration of African American
artists' cultural contributions.
The City Council referred an email from Cameron Gray, representing the organization, at the July 23,
2024, City Council meeting. The email requested an extension of the completion date for the grant to
provide an opportunity for the entirety of the funds to be drawn down. Of the $8,000 awarded,
$3,426.87 remains to be drawn.
Staff has prepared a contract amendment that extends the duration of the agreement as requested by the
organization. All other provisions from the original contract remain in effect. The amendment has been
signed and returned and is now presented for City Council approval.
ALTERNATIVES:
1. Approve the attached amendment to extend the completion date for the FY 2023/24 COTA Annual
Grant contract with The Buxton Initiative to December 31, 2024.
2. Do not approve the amendment and allow the unspent funds to return to the Local Option Sales Tax
Fund balance.
3. Refer this item to staff for further information.
CITY MANAGER'S RECOMMENDED ACTION:
The City Council approved an agreement for The Buxton Initiative to complete several programs that
benefit the Ames community. However, the organization has been unable to completely draw down all
of its allocation prior to June 30, 2024. The proposed amendment will extend the agreement for an
additional six months, providing time for the organization to complete the tasks and draw down the
funds. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative
No. 1, as described above.
ATTACHMENT(S):
Cameron Gray - COTA Grant Extension.pdf
The Buxton Initiative Contract.pdf
The Buxton Initiative AMENDMENT.docx
57
1
Hall, Renee
From:Cameron Gray <cgrayprints@gmail.com>
Sent:Tuesday, July 9, 2024 3:58 PM
To:City Council and Mayor
Subject:COTA grant extension
[External Email]
Hello all,
My name is Cameron Gray and I am the founder of the nonprofit, The Buxton Initiative. I am contacting
you all to request an extension on the grant period for the next 4-5 months. I received this grant of 8,000
to enact new programs to the city of Ames and this year has truly been our best year yet. We started a
Black Film series with the partnership with the Ames Auditorium staff and we are currently working on a
basketball program to give kids a safe space to play basketball in the fall and winter. Unfortunately, due
to our size of the organization, it has been really difficult to spend the allotment of the grant sum during
the grant period ($3,426.87 remaining).
If granted the extension, I would put this money to use by continuing We Glow in the Dark and establish
this basketball program that I believe will truly make a huge difference to the community's youth to give
them a safe place where they can play basketball for free during the cold/winter months.
Thank you for your time and consideration.
Best,
Cameron Gray
58
59
60
61
Page 1 of 2
AMENDMENT TO
CONTRACT FOR ARTS FUNDING
THIS AMENDMENT, made and entered into ________________, 2024, to an Agreement
by and between the CITY OF AMES, IOWA,a municipal corporation organized and
existing pursuant to the laws of the State of Iowa (hereinafter sometimes called "City")
and The Buxton Initiative (hereinafter called "Provider"); for funding of said Provider up
to and including $8,000.00;
WITNESSETHS THAT:
WHEREAS, the City of Ames has, by its City Council acting in open and regular session,
and through the Commission on the Arts, entered into an Agreement with the Provider for
the purpose of providing programs and community events in celebration of African
American artists’ cultural contributions; and
WHEREAS, the duration of the Agreement for these services is from July 1, 2023 through
June 30, 2024; and
WHEREAS, Provider has requested an extension of the term of the Agreement to allow
for the projects to be completed and the entirety of the available funding to be drawn
down;
NOW, THEREFORE, the parties hereto have agreed and do agree as follows:
I: AMENDMENT TO DURATION
Article VI (Duration), of the Agreement is hereby superseded by the following paragraph:
This Agreement shall be in full force and effect from and after July 1, 2023 through
December 31, 2024, or, until terminated by resolution of the City Council of the City of
Ames, Iowa. The City Council may terminate this Agreement prior to December 31, 2024,
by giving written notice to the Provider at least sixty (60) days before the effective date of
such termination. From and after the effective date of termination, no further
disbursement under this Agreement shall be made by the City. Any money disbursed to
the Provider and unencumbered or unspent as of the effective date of termination, shall
be repaid to the City.
II: REMAINING TERMS OF AGREEMENT
The remaining terms of the Agreement shall remain in full force and effect.
62
Page 2 of 2
IN WITNESS WHEREOF the parties hereto have, by their authorized representatives, set
their hand and seal as of the date first above written.
CITY OF AMES, IOWA ATTEST:
BY________________________________________________________________
John Haila, Mayor Renee Hall, City Clerk
The Buxton Initiative
BY______________________________
Authorized Representative
Print Name:
_________________________________
63
To:Mayor & City Council
From:City Clerk's Office
Date:August 9, 2024
Subject:Investment Report for Quater Ending June 30, 2024
Item No. 19
MEMO
Please see attached memo and report provided by the City Treasurer for your review and
approval.
ATTACHMENT(S):
QTR Investment Report June 2024.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
64
Caring People Quality Programs Exceptional Service
515.239.5119 main
515.239-5320 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
City Treasurer
MEMO
To: Mayor and City Council
From: Roger Wisecup, CPA
City Treasurer
Date: July 15, 2024
Subject: Investment Report for Fiscal Year Ending June 30, 2024
Introduction
The purpose of this memorandum is to present a report summarizing the performance of
the City of Ames investment portfolio for the fiscal year ending June 30, 2024.
Discussion
This report covers the period ending June 30, 2024, and presents a summary of the
investments on hand at the end of June 2024. The investments are valued at amortized
cost; this reflects the same basis that the assets are carried on the financial records of
the City. All investments are in compliance with the current Investment Policy.
Comments
The Federal Reserve maintained the federal fund rate at 5.25-5.50 percent in the last
quarter. The yield curve is currently inverted, making shorter maturities pay higher
interest rates than longer maturities. Future investments will be made at current interest
rates and future interest income should stay steady. We will continue to evaluate our
current investment strategy, remaining flexible to future investments while the Federal
Reserve evaluates the target rate.
A brief comparison of fiscal year 2023 to fiscal year 2024 follows:
FY23 FY24 Increase
Interest Income $5,130,047 $9,166,027 $4,035,980
Portfolio Effective Rate of Return 2.75% 3.90%
65
BOOK MARKET UN-REALIZED
DESCRIPTION VALUE VALUE GAIN/(LOSS)
CERTIFICATES OF DEPOSIT 0
FEDERAL AGENCY DISCOUNTS 1,975,164 1,974,194 (970)
FEDERAL AGENCY SECURITIES 114,399,426 113,545,834 (853,592)
COMMERCIAL PAPER 16,837,073 16,830,601 (6,473)
MISC COUPON SECURITIES 0
PASS THRU SECURITIES PAC/CMO 5,185,933 5,256,355 70,423
MONEY FUND SAVINGS ACCOUNTS 303,132 303,132 0
PASSBOOK/CHECKING ACCOUNTS 0
US TREASURY DISCOUNTS 2,439,431 2,436,772 (2,659)
US TREASURY SECURITIES 66,731,565 65,271,264 (1,460,301)
INVESTMENTS 207,871,724 205,618,151 (2,253,573)
CASH ACCOUNTS 42,802,247 42,802,247
TOTAL FUNDS AVAILABLE 250,673,970 248,420,398 (2,253,573)
ACCRUAL BASIS INVESTMENT EARNINGS YR-TO-DATE
GROSS EARNINGS ON INVESTMENTS:7,286,893
INTEREST EARNED ON CASH:1,879,134
TOTAL INTEREST EARNED:9,166,027
AND THE ACCUMULATED YEAR-TO-DATE
CITY OF AMES, IOWA
CASH AND INVESTMENTS SUMMARY
AND SUMMARY OF INVESTMENT EARNINGS
FOR THE FISCAL YEAR ENDED JUNE 30, 2024
66
67
YTM
365
Page 1
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Money Market
0.300First Interstate Bank4531558874 303,131.74 303,131.74 0.300303,131.74 0.296SYS4531558874B 1
303,131.74 0.296303,131.74303,131.74302,919.84Subtotal and Average 0.300 1
Commercial Paper Disc. -Amortizing
5.460AlingHi Funding1163-24 2,000,000.00 1,967,732.22 10/22/20245.14003/05/2024 1,966,320.00 5.38501626FKN7 113
5.531Bank of America1146-23 1,050,000.00 1,048,328.46 07/12/20245.21012/06/2023 1,048,330.50 5.45606054NGC9 11
5.456Credit Agricole1167-24 3,000,000.00 2,965,000.00 09/19/20245.25004/05/2024 2,964,510.00 5.38122533TJK3 80
5.517Credit Agricole1169-24 3,000,000.00 2,953,978.34 10/15/20245.21004/12/2024 2,953,980.00 5.44222533TKF2 106
5.563KOOKNY1170-24 1,500,000.00 1,473,968.75 10/28/20245.25004/15/2024 1,473,150.00 5.48750050EKU6 119
5.373MountCliff Funding1153-24 1,000,000.00 1,000,000.00 07/01/20245.18001/26/2024 1,000,000.00 5.30062455FG18 0
5.201Misubishi Union Financial of J1155-24A 1,500,000.00 1,475,704.17 10/28/20244.90002/02/2024 1,473,450.00 5.13062479LKU8 119
5.201Misubishi Union Financial of J1155-24B 1,000,000.00 983,802.78 10/28/20244.90002/02/2024 982,300.00 5.13062479LKU8 119
5.209Toronto Dominion Bank1148-23 3,000,000.00 2,968,558.34 09/16/20244.90012/28/2023 2,968,560.00 5.13889119AJG4 77
16,837,073.06 5.32216,830,600.5017,050,000.0021,862,154.20Subtotal and Average 5.396 88
Federal Agency Coupon Securities
0.600Farmer Mac0962-20 1,000,000.00 1,000,000.00 11/20/20250.60011/20/2020 933,137.80 0.59231422B3F5 507
5.094Farmer Mac1118-23A 1,500,000.00 1,496,131.54 08/14/20254.85008/23/2023 1,490,218.65 5.02531422X5Y4 409
5.094Farmer Mac1118-23B 1,000,000.00 997,421.03 08/14/20254.85008/23/2023 993,479.10 5.02531422X5Y4 409
5.400Farmer Mac1152-24A 2,700,000.00 2,699,458.47 06/26/20255.38001/05/2024 2,688,696.72 5.32631424WDP4 360
5.400Farmer Mac1152-24B 2,000,000.00 1,999,598.87 06/26/20255.38001/05/2024 1,991,627.20 5.32631424WDP4 360
4.701Farmer Mac1160-24A 1,500,000.00 1,408,525.72 01/15/20260.48002/20/2024 1,394,900.05 4.63631422B6K1 563
4.701Farmer Mac1160-24B 1,000,000.00 939,017.15 01/15/20260.48002/20/2024 929,933.37 4.63631422B6K1 563
0.341Federal Farm Credit0977-21A 1,000,000.00 999,852.26 11/12/20240.30003/02/2021 981,287.60 0.3363133EMQQ8 134
0.341Federal Farm Credit0977-21B 1,500,000.00 1,499,778.38 11/12/20240.30003/02/2021 1,471,931.40 0.3363133EMQQ8 134
3.232Federal Farm Credit1045-22A 1,500,000.00 1,491,478.26 11/25/20252.80006/13/2022 1,455,331.35 3.1883133ENXQ8 512
3.232Federal Farm Credit1045-22B 1,000,000.00 994,318.84 11/25/20252.80006/13/2022 970,220.90 3.1883133ENXQ8 512
3.554Federal Farm Credit1058-22 1,000,000.00 999,737.06 08/26/20243.37509/09/2022 996,631.50 3.5053133ENJ84 56
3.565Federal Farm Credit1059-22 1,000,000.00 999,875.60 09/13/20243.50009/13/2022 995,862.40 3.5163133ENL40 74
4.710Federal Farm Credit1069-22 2,500,000.00 2,324,485.61 05/27/20260.66010/14/2022 2,309,314.50 4.6463133EMHH8 695
4.585Federal Farm Credit1084-22 1,500,000.00 1,496,899.41 09/13/20243.50011/30/2022 1,493,793.60 4.5233133ENL40 74
5.401Federal Farm Credit1135-23 3,091,000.00 3,092,229.02 11/25/20245.50010/13/2023 3,090,877.29 5.3273133EPWP6 147
4.675Federal Farm Credit1179-24 1,000,000.00 845,951.00 06/01/20291.12505/31/2024 852,317.40 4.6113133EMHZ8 1,796
0.581Federal Home Loan Bank0975-21 1,000,000.00 998,857.38 02/17/20260.65002/22/2021 932,093.80 0.5733130AL4V3 596
0.841Federal Home Loan Bank0978-21 1,000,000.00 995,894.68 02/11/20260.58003/15/2021 931,729.60 0.8293130AKXB7 590
1.116Federal Home Loan Bank0980-21 2,650,000.00 2,648,958.70 04/14/20261.50004/14/2021 2,494,213.92 1.1013130ALVT8 652
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
Report Ver. 7.3.11 68
YTM
365
Page 2
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Federal Agency Coupon Securities
0.450Federal Home Loan Bank0984-21A 1,500,000.00 1,500,000.00 07/15/20240.45004/20/2021 1,497,117.45 0.4443130ALTV6 14
0.450Federal Home Loan Bank0984-21B 1,000,000.00 1,000,000.00 07/15/20240.45004/20/2021 998,078.30 0.4443130ALTV6 14
0.458Federal Home Loan Bank0985-21A 1,500,000.00 1,499,991.96 07/26/20240.45004/30/2021 1,494,863.40 0.4523130ALVQ4 25
0.458Federal Home Loan Bank0985-21B 1,000,000.00 999,994.64 07/26/20240.45004/30/2021 996,575.60 0.4523130ALVQ4 25
0.510Federal Home Loan Bank0992-21 1,500,000.00 1,500,000.00 08/30/20240.51007/01/2021 1,487,858.70 0.5033130AMZQ8 60
0.600Federal Home Loan Bank0994-21 2,000,000.00 2,000,000.00 05/28/20250.60009/03/2021 1,918,151.60 0.5923130ANKM1 331
0.409Federal Home Loan Bank1002-21 1,000,000.00 999,933.33 09/13/20240.37509/13/2021 989,817.70 0.4033130ANR28 74
3.210Federal Home Loan Bank1056-22 1,810,000.00 1,791,848.01 11/27/20240.62508/05/2022 1,775,206.19 3.1663130AMNR9 149
3.210Federal Home Loan Bank1057-22A 1,500,000.00 1,483,884.47 01/13/20251.10008/05/2022 1,466,318.85 3.1663130AQGT4 196
3.210Federal Home Loan Bank1057-22B 1,000,000.00 989,256.31 01/13/20251.10008/05/2022 977,545.90 3.1663130AQGT4 196
3.746Federal Home Loan Bank1060-22 1,500,000.00 1,493,461.88 06/06/20253.25009/13/2022 1,472,642.55 3.6943130AS6N4 340
4.148Federal Home Loan Bank1061-22 1,500,000.00 1,499,706.34 08/28/20254.13009/13/2022 1,482,160.95 4.0913130ASZD4 423
4.000Federal Home Loan Bank1062-22 1,500,000.00 1,500,000.00 09/29/20254.00009/29/2022 1,478,830.65 3.9453130AT7A9 455
3.660Federal Home Loan Bank1064-22 1,500,000.00 1,494,144.87 12/13/20242.75009/14/2022 1,482,422.70 3.6103130A3GE8 165
4.600Federal Home Loan Bank1085-22 1,000,000.00 992,136.48 12/13/20242.75011/30/2022 988,281.80 4.5373130A3GE8 165
5.063Federal Home Loan Bank1093-23A 1,500,000.00 1,500,883.52 07/28/20255.12503/27/2023 1,497,544.05 4.9943130AUNY6 392
5.063Federal Home Loan Bank1093-23B 1,000,000.00 1,000,589.01 07/28/20255.12503/27/2023 998,362.70 4.9943130AUNY6 392
5.355Federal Home Loan Bank1094-23 1,000,000.00 1,000,000.00 12/30/20245.35003/30/2023 999,355.40 5.2823130AVJ60 182
5.279Federal Home Loan Bank1103-23 1,500,000.00 1,500,994.15 03/28/20255.37504/13/2023 1,499,087.25 5.2063130AVHB1 270
2.997Federal Home Loan Bank1107-23 1,000,000.00 1,001,294.59 03/14/20254.62504/20/2023 995,320.00 2.9563130AUZC1 256
5.310Federal Home Loan Bank1109-23A 1,500,000.00 1,499,868.44 05/15/20255.30005/19/2023 1,498,700.40 5.2383130AW2L3 318
5.310Federal Home Loan Bank1109-23B 1,175,000.00 1,174,896.94 05/15/20255.30005/19/2023 1,173,981.98 5.2383130AW2L3 318
5.070Federal Home Loan Bank1119-23 1,000,000.00 999,555.44 02/28/20255.00009/06/2023 997,905.00 5.0013130AV7L0 242
5.050Federal Home Loan Bank1120-23A 1,500,000.00 1,449,067.37 04/14/20250.50009/08/2023 1,460,619.00 4.9813130AJHU6 287
5.050Federal Home Loan Bank1120-23B 1,000,000.00 966,044.91 04/14/20250.50009/08/2023 963,746.00 4.9813130AJHU6 287
5.029Federal Home Loan Bank1126-23A 1,000,000.00 989,908.06 07/14/20254.00009/15/2023 987,613.20 4.9603130ASGW3 378
5.029Federal Home Loan Bank1126-23B 1,000,000.00 989,908.06 07/14/20254.00009/15/2023 987,613.20 4.9603130ASGW3 378
5.194Federal Home Loan Bank1143-23 2,000,000.00 1,925,502.94 06/30/20251.25011/09/2023 1,923,136.80 5.1233130AQ5S8 364
5.111Federal Home Loan Bank1154-24 1,000,000.00 999,910.39 02/21/20255.10001/26/2024 998,112.50 5.0413130AUTM6 235
4.532Federal Home Loan Bank1156-24 2,000,000.00 2,000,000.00 09/08/20254.53002/05/2024 1,986,682.40 4.4703130AYTS5 434
4.591Federal Home Loan Bank1157-24 2,000,000.00 2,000,000.00 08/01/20254.59002/08/2024 1,988,287.60 4.5283130AYVK9 396
5.060Federal Home Loan Bank1159-24 1,500,000.00 1,500,000.00 02/13/20265.06002/16/2024 1,496,826.00 4.9913130AYZV1 592
4.770Federal Home Loan Bank1161-24 1,250,000.00 1,189,291.47 12/30/20250.75002/26/2024 1,186,110.38 4.7053130AKLS3 547
4.770Federal Home Loan Bank1162-24 900,000.00 860,191.12 12/30/20251.50002/26/2024 857,213.19 4.7053130AQFB4 547
5.040Federal Home Loan Bank1166-24A 1,500,000.00 1,500,752.87 03/13/20265.02003/20/2024 1,498,027.30 4.9713130B0GG8 620
5.040Federal Home Loan Bank1166-24B 1,000,000.00 1,000,501.92 03/13/20265.02003/20/2024 998,684.87 4.9713130B0GG8 620
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
69
YTM
365
Page 3
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Federal Agency Coupon Securities
5.494Federal Home Loan Bank1168-24A 1,500,000.00 1,501,604.17 09/28/20245.50004/05/2024 1,501,182.67 5.4193130BONT2 89
5.494Federal Home Loan Bank1168-24B 1,000,000.00 1,001,069.44 09/28/20245.50004/05/2024 1,000,788.44 5.4193130BONT2 89
4.891Federal Home Loan Bank1175-24 4,000,000.00 3,904,915.25 05/26/20274.00004/15/2024 3,926,882.80 4.8243130ARYA3 1,059
5.394Federal Home Loan Bank1176-24 4,000,000.00 3,991,585.54 04/10/20285.31004/15/2024 4,002,449.20 5.3203130B0PY9 1,379
2.496Federal Home Loan Bank1178-24 600,000.00 566,452.19 05/26/20262.00004/19/2024 568,368.72 2.4613130AMFN7 694
4.750Federal Home Loan Bank1181-24 1,500,000.00 1,395,119.87 08/13/20261.05006/21/2024 1,392,551.75 4.6853130ANGM6 773
3.360Federal Home Loan Mortgage Co.1050-22 1,500,000.00 1,497,545.10 12/23/20243.00006/23/2022 1,482,454.35 3.3143134GXVF8 175
5.000Federal Home Loan Mortgage Co.1083-22 1,000,000.00 1,000,000.00 11/27/20245.00011/30/2022 997,710.40 4.9323134GY5C2 149
4.429Federal Home Loan Mortgage Co.1100-23 1,500,000.00 1,494,434.16 01/27/20253.75004/13/2023 1,485,528.45 4.3683134GXH98 210
4.793Federal Home Loan Mortgage Co.1104-23 1,000,000.00 999,493.80 09/30/20254.75004/13/2023 994,725.40 4.7273134GX3A0 456
4.927Federal Home Loan Mortgage Co.1106-23A 1,500,000.00 1,501,925.91 02/14/20255.15004/14/2023 1,496,982.90 4.8593134GYJ29 228
4.927Federal Home Loan Mortgage Co.1106-23B 1,000,000.00 1,001,283.94 02/14/20255.15004/14/2023 997,988.60 4.8593134GYJ29 228
5.320Federal Home Loan Mortgage Co.1110-23A 1,500,000.00 1,502,959.09 09/15/20255.50005/19/2023 1,496,962.35 5.2473134GYLM2 441
5.320Federal Home Loan Mortgage Co.1110-23B 851,000.00 852,678.79 09/15/20255.50005/19/2023 849,276.64 5.2473134GYLM2 441
5.332Federal Home Loan Mortgage Co.1141-23 2,000,000.00 1,997,735.28 12/30/20245.10011/09/2023 1,996,135.00 5.2583134GYC34 182
5.101Federal Home Loan Mortgage Co.1150-23 2,000,000.00 1,999,903.77 08/01/20245.05012/29/2023 1,998,811.60 5.0313134GYFM9 31
5.305Federal Home Loan Mortgage Co.1165-24 1,423,000.00 1,432,457.62 01/27/20265.30003/13/2024 1,431,135.32 5.2323134GYEA6 575
3.715Federal Nat'l Mtg. Assoc.1063-22 1,500,000.00 1,491,420.47 10/15/20241.62509/14/2022 1,483,375.95 3.6643135G0W66 106
4.723Federal Nat'l Mtg. Assoc.1074-22 1,000,000.00 991,593.33 10/15/20241.62511/09/2022 988,917.30 4.6583135G0W66 106
5.490Federal Nat'l Mtg. Assoc.1136-23 3,000,000.00 2,995,521.86 12/13/20245.15010/13/2023 2,996,039.10 5.4153135GADJ7 165
4.938Federal Nat'l Mtg. Assoc.1174-24 3,850,000.00 3,557,738.22 05/28/20260.70004/15/2024 3,561,167.23 4.8713135GA4Q1 696
114,399,426.27 4.051113,545,833.88115,800,000.00118,638,944.49Subtotal and Average 4.107 401
Federal Agency Disc. -Amortizing
5.409Federal Home Loan Bank1140-23 2,000,000.00 1,975,164.44 09/27/20245.08011/09/2023 1,974,194.21 5.335313384H51 88
1,975,164.44 5.3351,974,194.212,000,000.001,971,072.22Subtotal and Average 5.409 88
Treasury Coupon Securities
0.663U.S. Treasury0983-21 6,000,000.00 5,977,663.61 05/31/20250.25004/15/2021 5,737,828.20 0.654912828ZT0 334
0.360U.S. Treasury0986-21A 1,500,000.00 1,503,700.29 08/15/20242.37505/14/2021 1,494,257.85 0.355912828D56 45
0.360U.S. Treasury0986-21B 1,000,000.00 1,002,466.86 08/15/20242.37505/14/2021 996,171.90 0.355912828D56 45
0.515U.S. Treasury0988-21 4,000,000.00 3,990,417.66 05/31/20250.25006/11/2021 3,825,218.80 0.508912828ZT0 334
0.460U.S. Treasury0990-21A 1,500,000.00 1,503,851.57 09/30/20241.50006/18/2021 1,485,585.90 0.454912828YH7 91
0.460U.S. Treasury0990-21B 1,000,000.00 1,002,567.72 09/30/20241.50006/18/2021 990,390.60 0.454912828YH7 91
0.785U.S. Treasury1011-21 4,000,000.00 3,980,725.31 05/31/20250.25010/15/2021 3,825,218.80 0.775912828ZT0 334
1.005U.S. Treasury1012-21 3,500,000.00 3,483,365.00 05/31/20260.75010/15/2021 3,245,785.20 0.99191282CCF6 699
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
70
YTM
365
Page 4
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Treasury Coupon Securities
2.641U.S. Treasury1032-22 9,000,000.00 8,693,311.14 05/31/20260.75004/14/2022 8,346,304.80 2.60591282CCF6 699
2.756U.S. Treasury1037-22 4,500,000.00 4,225,807.59 05/31/20270.50004/18/2022 4,009,113.45 2.719912828ZS2 1,064
4.320U.S. Treasury1070-22 5,000,000.00 4,749,092.74 05/15/20272.37510/14/2022 4,708,867.00 4.260912828X88 1,048
4.301U.S. Treasury1071-22 1,000,000.00 900,525.44 05/31/20270.50010/14/2022 890,914.10 4.242912828ZS2 1,064
5.251U.S. Treasury1122-23 1,000,000.00 978,412.97 01/31/20251.37509/27/2023 977,632.80 5.179912828Z52 214
5.091U.S. Treasury1123-23 1,000,000.00 946,907.33 08/31/20250.25009/27/2023 946,093.80 5.02191282CAJ0 426
5.150U.S. Treasury1124-23A 1,500,000.00 1,473,098.30 04/30/20252.87509/28/2023 1,471,828.20 5.0809128284M9 303
5.150U.S. Treasury1124-23B 1,000,000.00 982,065.53 04/30/20252.87509/28/2023 981,218.80 5.0809128284M9 303
5.080U.S. Treasury1125-23 500,000.00 489,794.15 07/15/20253.00009/28/2023 489,570.30 5.01191282CEY3 379
5.450U.S. Treasury1126-23 550,000.00 544,428.25 09/15/20240.37509/29/2023 544,329.83 5.37591282CCX7 76
5.160U.S. Treasury1128-23 1,000,000.00 979,330.19 06/15/20252.87510/04/2023 978,875.00 5.09091282CEU1 349
5.060U.S. Treasury1129-23 1,500,000.00 1,485,279.66 10/15/20254.25010/04/2023 1,486,019.55 4.99191282CFP1 471
5.050U.S. Treasury1130-23 1,500,000.00 1,410,007.80 10/31/20250.25010/04/2023 1,409,695.35 4.98191282CAT8 487
5.020U.S. Treasury1131-23A 1,500,000.00 1,489,904.73 11/15/20254.50010/05/2023 1,490,941.35 4.95291282CFW6 502
5.020U.S. Treasury1131-23B 1,000,000.00 993,269.82 11/15/20254.50010/05/2023 993,960.90 4.95291282CFW6 502
4.725U.S. Treasury1158-24A 1,500,000.00 1,490,778.81 03/31/20253.87502/12/2024 1,485,351.60 4.66091282CGU9 273
4.725U.S. Treasury1158-24B 1,000,000.00 993,852.54 03/31/20253.87502/12/2024 990,234.40 4.66091282CGU9 273
4.645U.S. Treasury1164-24A 1,500,000.00 1,491,505.17 12/31/20254.25003/13/2024 1,485,667.95 4.58191282CJS1 548
4.645U.S. Treasury1164-24B 1,000,000.00 994,336.78 12/31/20254.25003/13/2024 990,445.30 4.58191282CJS1 548
5.106U.S. Treasury1172-24 4,000,000.00 3,969,779.50 05/31/20254.25004/15/2024 3,966,656.40 5.03691282CHD6 334
4.988U.S. Treasury1173-24 1,500,000.00 1,479,474.68 12/15/20254.00004/15/2024 1,480,617.15 4.91991282CGA3 532
4.609U.S. Treasury1177-24 4,000,000.00 3,525,843.98 05/31/20281.25004/15/2024 3,546,468.80 4.54691282CCE9 1,430
66,731,565.12 2.97265,271,264.0868,550,000.0066,729,130.20Subtotal and Average 3.013 565
Treasury Discounts -Amortizing
5.181U.S. Treasury1171-24A 1,500,000.00 1,463,658.33 12/26/20244.90004/15/2024 1,462,062.90 5.110912796ZV4 178
5.181U.S. Treasury1171-24B 1,000,000.00 975,772.22 12/26/20244.90004/15/2024 974,708.60 5.110912796ZV4 178
2,439,430.55 5.1102,436,771.502,500,000.002,434,496.53Subtotal and Average 5.181 178
Pass Through Securities /PAC/CMO
6.003Federal Nat'l Mtg. Assoc.1137-23A 1,500,000.00 1,441,500.00 07/25/20284.50010/31/2023 1,481,190.60 5.9203136BQCS6 1,485
6.003Federal Nat'l Mtg. Assoc.1137-23B 1,000,000.00 961,000.00 07/25/20284.50010/31/2023 987,460.40 5.9203136BQCS6 1,485
4.323Federal Nat'l Mtg. Assoc.1180-24 2,887,026.33 2,783,432.58 04/01/20293.00005/31/2024 2,787,704.25 4.2633140XP6F1 1,735
5,185,932.58 5.0315,256,355.255,387,026.335,282,311.52Subtotal and Average 5.101 1,619
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
71
YTM
365
Page 5
Par Value Book Value
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
3.851217,221,028.99 211,590,158.07 3.905 453205,618,151.16 207,871,723.76Total and Average
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
72
YTM
365
Page 6
Par Value Book Value
Stated
RateMarket Value
June 30, 2024
Portfolio Details - Cash
Average
BalanceIssuer
Portfolio Management
Investments FY 2023-2024
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
0.00
3.851217,221,028.99 211,590,158.07 3.905 453
0Average Balance
205,618,151.16 207,871,723.76Total Cash and Investments
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PM2) 7.3.11
73
Page 1
Par Value
Stated
Rate
June 30, 2024
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2023-2024
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Money Market
FIB4531558874 303,131.74 303,131.740.300SYS4531558874B 03/01 - Monthly 303,131.740.3000.296
303,131.74Money Market Totals 303,131.740.000.296303,131.74 0.300
Commercial Paper Disc. -Amortizing
ALIFDG1163-24 2,000,000.00 1,967,732.225.140 10/22/202401626FKN7 10/22 - At Maturity03/05/2024 1,934,036.675.4605.385
BOFACP1146-23 1,050,000.00 1,048,328.465.210 07/12/202406054NGC9 07/12 - At Maturity12/06/2023 1,016,721.135.5315.456
CACPNY1167-24 3,000,000.00 2,965,000.005.250 09/19/202422533TJK3 09/19 - At Maturity04/05/2024 2,926,937.505.4565.381
CACPNY1169-24 3,000,000.00 2,953,978.345.210 10/15/202422533TKF2 10/15 - At Maturity04/12/2024 2,919,245.015.5175.442
KOOKNY1170-24 1,500,000.00 1,473,968.755.250 10/28/202450050EKU6 10/28 - At Maturity04/15/2024 1,457,125.005.5635.487
MCFUND1153-24 1,000,000.00 1,000,000.005.180 07/01/202462455FG18 07/01 - At Maturity01/26/2024 977,409.445.3735.300
MUFGBK1155-24A 1,500,000.00 1,475,704.174.900 10/28/202462479LKU8 10/28 - At Maturity02/02/2024 1,445,079.175.2015.130
MUFGBK1155-24B 1,000,000.00 983,802.784.900 10/28/202462479LKU8 10/28 - At Maturity02/02/2024 963,386.115.2015.130
TDBANK1148-23 3,000,000.00 2,968,558.344.900 09/16/202489119AJG4 09/16 - At Maturity12/28/2023 2,892,608.345.2095.138
16,837,073.06Commercial Paper Disc. -Amortizing Totals 16,532,548.370.005.32217,050,000.00 5.396
Federal Agency Coupon Securities
FAMCA0962-20 1,000,000.00 1,000,000.000.600 11/20/202531422B3F5 05/20 - 11/2011/20/2020 1,000,000.000.6000.592
FAMCA1118-23A 1,500,000.00 1,496,131.544.850 08/14/202531422X5Y4 02/14 - 08/14 Received08/23/2023 1,493,175.005.0945.025
FAMCA1118-23B 1,000,000.00 997,421.034.850 08/14/202531422X5Y4 02/14 - 08/14 Received08/23/2023 995,450.005.0945.025
FAMCA1152-24A 2,700,000.00 2,699,458.475.380 06/26/202531424WDP4 06/26 - 12/26 Received01/05/2024 2,699,190.005.4005.326
FAMCA1152-24B 2,000,000.00 1,999,598.875.380 06/26/202531424WDP4 06/26 - 12/26 Received01/05/2024 1,999,400.005.4005.326
FAMCA1160-24A 1,500,000.00 1,408,525.720.480 01/15/202631422B6K1 07/15 - 01/15 700.0002/20/2024 1,386,030.004.7014.636
FAMCA1160-24B 1,000,000.00 939,017.150.480 01/15/202631422B6K1 07/15 - 01/15 466.6702/20/2024 924,020.004.7014.636
FFCB0977-21A 1,000,000.00 999,852.260.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 998,500.000.3410.336
FFCB0977-21B 1,500,000.00 1,499,778.380.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 1,497,750.000.3410.336
FFCB1045-22A 1,500,000.00 1,491,478.262.800 11/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 1,479,000.003.2323.188
FFCB1045-22B 1,000,000.00 994,318.842.800 11/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 986,000.003.2323.188
FFCB1058-22 1,000,000.00 999,737.063.375 08/26/20243133ENJ84 02/26 - 08/26 Received09/09/2022 996,620.003.5543.505
FFCB1059-22 1,000,000.00 999,875.603.500 09/13/20243133ENL40 03/13 - 09/1309/13/2022 998,756.003.5653.516
FFCB1069-22 2,500,000.00 2,324,485.610.660 05/27/20263133EMHH8 11/27 - 05/27 Received10/14/2022 2,166,625.004.7104.646
FFCB1084-22 1,500,000.00 1,496,899.413.500 09/13/20243133ENL40 03/13 - 09/13 Received11/30/2022 1,472,310.004.5854.523
FFCB1135-23 3,091,000.00 3,092,229.025.500 11/25/20243133EPWP6 11/25 - 05/25 Received10/13/2023 3,094,431.015.4015.327
FFCB1179-24 1,000,000.00 845,951.001.125 06/01/20293133EMHZ8 06/01 - 12/01 Received05/31/2024 843,340.004.6754.611
FHLB0975-21 1,000,000.00 998,857.380.650 02/17/20263130AL4V3 08/17 - 02/17 Received02/22/2021 996,500.000.5810.573
FHLB0978-21 1,000,000.00 995,894.680.580 02/11/20263130AKXB7 08/11 - 02/11 Received03/15/2021 987,500.000.8410.829
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PMS) 7.3.11
Report Ver. 7.3.11
74
Page 2
Par Value
Stated
Rate
June 30, 2024
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2023-2024
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Federal Agency Coupon Securities
FHLB0980-21 2,650,000.00 2,648,958.701.500 04/14/20263130ALVT8 10/14 - 04/1404/14/2021 2,647,085.001.1161.101
FHLB0984-21A 1,500,000.00 1,500,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,500,000.000.4500.444
FHLB0984-21B 1,000,000.00 1,000,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,000,000.000.4500.444
FHLB0985-21A 1,500,000.00 1,499,991.960.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 1,499,625.000.4580.452
FHLB0985-21B 1,000,000.00 999,994.640.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 999,750.000.4580.452
FHLB0992-21 1,500,000.00 1,500,000.000.510 08/30/20243130AMZQ8 12/30 - 06/30 Received07/01/2021 1,500,000.000.5100.503
FHLB0994-21 2,000,000.00 2,000,000.000.600 05/28/20253130ANKM1 02/28 - 08/28 Received09/03/2021 2,000,000.000.6000.592
FHLB1002-21 1,000,000.00 999,933.330.375 09/13/20243130ANR28 03/13 - 09/13 Received09/13/2021 999,000.000.4090.403
FHLB1056-22 1,810,000.00 1,791,848.010.625 11/27/20243130AMNR9 11/28 - 05/28 Received08/05/2022 1,706,558.503.2103.166
FHLB1057-22A 1,500,000.00 1,483,884.471.100 01/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 1,426,305.013.2103.166
FHLB1057-22B 1,000,000.00 989,256.311.100 01/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 950,870.003.2103.166
FHLB1060-22 1,500,000.00 1,493,461.883.250 06/06/20253130AS6N4 12/06 - 06/06 Received09/13/2022 1,480,815.003.7463.694
FHLB1061-22 1,500,000.00 1,499,706.344.130 08/28/20253130ASZD4 02/28 - 08/28 Received09/13/2022 1,499,250.004.1484.091
FHLB1062-22 1,500,000.00 1,500,000.004.000 09/29/20253130AT7A9 03/29 - 09/2909/29/2022 1,500,000.004.0003.945
FHLB1064-22 1,500,000.00 1,494,144.872.750 12/13/20243130A3GE8 12/13 - 06/13 Received09/14/2022 1,470,760.503.6603.610
FHLB1085-22 1,000,000.00 992,136.482.750 12/13/20243130A3GE8 12/13 - 06/13 Received11/30/2022 964,420.004.6004.537
FHLB1093-23A 1,500,000.00 1,500,883.525.125 07/28/20253130AUNY6 07/28 - 01/28 Received03/27/2023 1,501,920.005.0634.994
FHLB1093-23B 1,000,000.00 1,000,589.015.125 07/28/20253130AUNY6 07/28 - 01/28 Received03/27/2023 1,001,280.005.0634.994
FHLB1094-23 1,000,000.00 1,000,000.005.350 12/30/20243130AVJ60 06/30 - 12/3003/30/2023 1,000,000.005.3555.282
FHLB1103-23 1,500,000.00 1,500,994.155.375 03/28/20253130AVHB1 09/28 - 03/28 Received04/13/2023 1,502,625.005.2795.206
FHLB1107-23 1,000,000.00 1,001,294.594.625 03/14/20253130AUZC1 09/14 - 03/14 Received04/20/2023 1,003,500.002.9972.956
FHLB1109-23A 1,500,000.00 1,499,868.445.300 05/15/20253130AW2L3 11/15 - 05/15 Received05/19/2023 1,499,700.005.3105.238
FHLB1109-23B 1,175,000.00 1,174,896.945.300 05/15/20253130AW2L3 11/15 - 05/15 Received05/19/2023 1,174,765.005.3105.238
FHLB1119-23 1,000,000.00 999,555.445.000 02/28/20253130AV7L0 02/28 - 08/28 Received09/06/2023 999,002.095.0705.001
FHLB1120-23A 1,500,000.00 1,449,067.370.500 04/14/20253130AJHU6 10/14 - 04/14 Received09/08/2023 1,396,335.005.0504.981
FHLB1120-23B 1,000,000.00 966,044.910.500 04/14/20253130AJHU6 10/14 - 04/14 Received09/08/2023 930,890.005.0504.981
FHLB1126-23A 1,000,000.00 989,908.064.000 07/14/20253130ASGW3 01/14 - 07/14 Received09/15/2023 982,170.005.0294.960
FHLB1126-23B 1,000,000.00 989,908.064.000 07/14/20253130ASGW3 01/14 - 07/14 Received09/15/2023 982,170.005.0294.960
FHLB1143-23 2,000,000.00 1,925,502.941.250 06/30/20253130AQ5S8 12/30 - 06/30 Received11/09/2023 1,877,360.005.1945.123
FHLB1154-24 1,000,000.00 999,910.395.100 02/21/20253130AUTM6 02/21 - 08/21 Received01/26/2024 999,850.005.1115.041
FHLB1156-24 2,000,000.00 2,000,000.004.530 09/08/20253130AYTS5 03/08 - 09/0802/05/2024 2,000,000.004.5324.470
FHLB1157-24 2,000,000.00 2,000,000.004.590 08/01/20253130AYVK9 08/01 - 02/0102/08/2024 2,000,000.004.5914.528
FHLB1159-24 1,500,000.00 1,500,000.005.060 02/13/20263130AYZV1 08/13 - 02/1302/16/2024 1,500,000.005.0604.991
FHLB1161-24 1,250,000.00 1,189,291.470.750 12/30/20253130AKLS3 06/30 - 12/30 Received02/26/2024 1,175,212.504.7704.705
FHLB1162-24 900,000.00 860,191.121.500 12/30/20253130AQFB4 06/30 - 12/30 Received02/26/2024 850,959.004.7704.705
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PMS) 7.3.11
75
Page 3
Par Value
Stated
Rate
June 30, 2024
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2023-2024
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Federal Agency Coupon Securities
FHLB1166-24A 1,500,000.00 1,500,752.875.020 03/13/20263130B0GG8 09/13 - 03/13 1,255.0003/20/2024 1,499,415.005.0404.971
FHLB1166-24B 1,000,000.00 1,000,501.925.020 03/13/20263130B0GG8 09/13 - 03/13 836.6703/20/2024 999,610.005.0404.971
FHLB1168-24A 1,500,000.00 1,501,604.175.500 09/28/20243130BONT2 09/28 - Final Pmt.1,604.1704/05/2024 1,500,000.005.4945.419
FHLB1168-24B 1,000,000.00 1,001,069.445.500 09/28/20243130BONT2 09/28 - Final Pmt.1,069.4404/05/2024 1,000,000.005.4945.419
FHLB1175-24 4,000,000.00 3,904,915.254.000 05/26/20273130ARYA3 05/26 - 11/26 Received04/15/2024 3,898,000.004.8914.824
FHLB1176-24 4,000,000.00 3,991,585.545.310 04/10/20283130B0PY9 10/10 - 04/10 2,950.0004/15/2024 3,988,000.005.3945.320
FHLB1178-24 600,000.00 566,452.192.000 05/26/20263130AMFN7 05/26 - 11/26 Received04/19/2024 562,926.002.4962.461
FHLB1181-24 1,500,000.00 1,395,119.871.050 08/13/20263130ANGM6 08/13 - 02/13 5,600.0006/21/2024 1,388,070.004.7504.685
FHLMC1050-22 1,500,000.00 1,497,545.103.000 12/23/20243134GXVF8 12/23 - 06/2306/23/2022 1,487,154.603.3603.314
FHLMC1083-22 1,000,000.00 1,000,000.005.000 11/27/20243134GY5C2 05/27 - 11/2711/30/2022 1,000,000.005.0004.932
FHLMC1100-23 1,500,000.00 1,494,434.163.750 01/27/20253134GXH98 07/27 - 01/27 Received04/13/2023 1,482,600.004.4294.368
FHLMC1104-23 1,000,000.00 999,493.804.750 09/30/20253134GX3A0 09/30 - 03/30 Received04/13/2023 999,000.004.7934.727
FHLMC1106-23A 1,500,000.00 1,501,925.915.150 02/14/20253134GYJ29 08/14 - 02/14 Received04/14/2023 1,505,700.004.9274.859
FHLMC1106-23B 1,000,000.00 1,001,283.945.150 02/14/20253134GYJ29 08/14 - 02/14 Received04/14/2023 1,003,800.004.9274.859
FHLMC1110-23A 1,500,000.00 1,502,959.095.500 09/15/20253134GYLM2 09/15 - 03/15 Received05/19/2023 1,505,700.005.3205.247
FHLMC1110-23B 851,000.00 852,678.795.500 09/15/20253134GYLM2 09/15 - 03/15 Received05/19/2023 854,233.805.3205.247
FHLMC1141-23 2,000,000.00 1,997,735.285.100 12/30/20243134GYC34 12/30 - 06/30 Received11/09/2023 1,994,800.005.3325.258
FHLMC1150-23 2,000,000.00 1,999,903.775.050 08/01/20243134GYFM9 02/01 - 08/01 Received12/29/2023 1,999,320.005.1015.031
FHLMC1165-24 1,423,000.00 1,432,457.625.300 01/27/20263134GYEA6 07/27 - 01/27 9,636.8703/13/2024 1,422,786.555.3055.232
FNMA1063-22 1,500,000.00 1,491,420.471.625 10/15/20243135G0W66 10/15 - 04/15 Received09/14/2022 1,438,045.863.7153.664
FNMA1074-22 1,000,000.00 991,593.331.625 10/15/20243135G0W66 04/15 - 10/15 Received11/09/2022 943,740.004.7234.658
FNMA1136-23 3,000,000.00 2,995,521.865.150 12/13/20243135GADJ7 12/13 - 06/13 Received10/13/2023 2,988,390.005.4905.415
FNMA1174-24 3,850,000.00 3,557,738.220.700 05/28/20263135GA4Q1 05/28 - 11/28 Received04/15/2024 3,525,406.504.9384.871
114,399,426.27Federal Agency Coupon Securities Totals 113,523,472.9224,118.824.051115,800,000.00 4.107
Federal Agency Disc. -Amortizing
FHLB1140-23 2,000,000.00 1,975,164.445.080 09/27/2024313384H51 09/27 - At Maturity11/09/2023 1,908,842.225.4095.335
1,975,164.44Federal Agency Disc. -Amortizing Totals 1,908,842.220.005.3352,000,000.00 5.409
Treasury Coupon Securities
US TRE0983-21 6,000,000.00 5,977,663.610.250 05/31/2025912828ZT0 05/31 - 11/30 Received04/15/2021 5,899,218.750.6630.654
US TRE0986-21A 1,500,000.00 1,503,700.292.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,597,770.000.3600.355
US TRE0986-21B 1,000,000.00 1,002,466.862.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,065,180.000.3600.355
US TRE0988-21 4,000,000.00 3,990,417.660.250 05/31/2025912828ZT0 11/30 - 05/31 Received06/11/2021 3,958,400.000.5150.508
US TRE0990-21A 1,500,000.00 1,503,851.571.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,550,790.000.4600.454
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PMS) 7.3.11
76
Page 4
Par Value
Stated
Rate
June 30, 2024
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2023-2024
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Treasury Coupon Securities
US TRE0990-21B 1,000,000.00 1,002,567.721.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,033,860.000.4600.454
US TRE1011-21 4,000,000.00 3,980,725.310.250 05/31/2025912828ZT0 11/30 - 05/31 Received10/15/2021 3,923,593.750.7850.775
US TRE1012-21 3,500,000.00 3,483,365.000.750 05/31/202691282CCF6 11/30 - 05/31 Received10/15/2021 3,459,804.691.0050.991
US TRE1032-22 9,000,000.00 8,693,311.140.750 05/31/202691282CCF6 05/31 - 11/30 Received04/14/2022 8,338,359.382.6412.605
US TRE1037-22 4,500,000.00 4,225,807.590.500 05/31/2027912828ZS2 05/31 - 11/30 Received04/18/2022 4,018,359.382.7562.719
US TRE1070-22 5,000,000.00 4,749,092.742.375 05/15/2027912828X88 11/15 - 05/15 Received10/14/2022 4,599,218.754.3204.260
US TRE1071-22 1,000,000.00 900,525.440.500 05/31/2027912828ZS2 11/30 - 05/31 Received10/14/2022 842,000.004.3014.242
US TRE1122-23 1,000,000.00 978,412.971.375 01/31/2025912828Z52 01/31 - 07/31 Received09/27/2023 950,370.005.2515.179
US TRE1123-23 1,000,000.00 946,907.330.250 08/31/202591282CAJ0 02/29 - 08/31 Received09/27/2023 912,260.005.0915.021
US TRE1124-23A 1,500,000.00 1,473,098.302.875 04/30/20259128284M9 10/31 - 04/30 Received09/28/2023 1,448,505.005.1505.080
US TRE1124-23B 1,000,000.00 982,065.532.875 04/30/20259128284M9 10/31 - 04/30 Received09/28/2023 965,670.005.1505.080
US TRE1125-23 500,000.00 489,794.153.000 07/15/202591282CEY3 01/15 - 07/15 Received09/28/2023 482,335.005.0805.011
US TRE1126-23 550,000.00 544,428.250.375 09/15/202491282CCX7 03/15 - 09/15 Received09/29/2023 524,194.005.4505.375
US TRE1128-23 1,000,000.00 979,330.192.875 06/15/202591282CEU1 12/15 - 06/15 Received10/04/2023 963,280.005.1605.090
US TRE1129-23 1,500,000.00 1,485,279.664.250 10/15/202591282CFP1 10/15 - 04/15 Received10/04/2023 1,476,810.005.0604.991
US TRE1130-23 1,500,000.00 1,410,007.800.250 10/31/202591282CAT8 10/31 - 04/30 Received10/04/2023 1,359,930.005.0504.981
US TRE1131-23A 1,500,000.00 1,489,904.734.500 11/15/202591282CFW6 11/15 - 05/15 Received10/05/2023 1,484,475.005.0204.952
US TRE1131-23B 1,000,000.00 993,269.824.500 11/15/202591282CFW6 11/15 - 05/15 Received10/05/2023 989,650.005.0204.952
US TRE1158-24A 1,500,000.00 1,490,778.813.875 03/31/202591282CGU9 03/31 - 09/30 Received02/12/2024 1,486,050.004.7254.660
US TRE1158-24B 1,000,000.00 993,852.543.875 03/31/202591282CGU9 03/31 - 09/30 Received02/12/2024 990,700.004.7254.660
US TRE1164-24A 1,500,000.00 1,491,505.174.250 12/31/202591282CJS1 06/30 - 12/31 Received03/13/2024 1,489,800.004.6454.581
US TRE1164-24B 1,000,000.00 994,336.784.250 12/31/202591282CJS1 06/30 - 12/31 Received03/13/2024 993,200.004.6454.581
US TRE1172-24 4,000,000.00 3,969,779.504.250 05/31/202591282CHD6 05/31 - 11/30 Received04/15/2024 3,962,812.505.1065.036
US TRE1173-24 1,500,000.00 1,479,474.684.000 12/15/202591282CGA3 06/15 - 12/15 Received04/15/2024 1,476,503.914.9884.919
US TRE1177-24 4,000,000.00 3,525,843.981.250 05/31/202891282CCE9 05/31 - 11/30 Received04/15/2024 3,500,312.504.6094.546
66,731,565.12Treasury Coupon Securities Totals 65,743,412.610.002.97268,550,000.00 3.013
Treasury Discounts -Amortizing
US TRE1171-24A 1,500,000.00 1,463,658.334.900 12/26/2024912796ZV4 12/26 - At Maturity04/15/2024 1,447,937.505.1815.110
US TRE1171-24B 1,000,000.00 975,772.224.900 12/26/2024912796ZV4 12/26 - At Maturity04/15/2024 965,291.675.1815.110
2,439,430.55Treasury Discounts -Amortizing Totals 2,413,229.170.005.1102,500,000.00 5.181
Pass Through Securities /PAC/CMO
FNMA1137-23A 1,500,000.00 1,441,500.004.500 07/25/20283136BQCS6 11/25 - Monthly Received10/31/2023 1,441,500.006.0035.920
FNMA1137-23B 1,000,000.00 961,000.004.500 07/25/20283136BQCS6 11/25 - Monthly Received10/31/2023 961,000.006.0035.920
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PMS) 7.3.11
77
Page 5
Par Value
Stated
Rate
June 30, 2024
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2023-2024
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Pass Through Securities /PAC/CMO
FNMA1180-24 2,887,026.33 2,783,432.583.000 04/01/20293140XP6F1 06/25 - Monthly Received05/31/2024 2,787,333.704.3234.263
5,185,932.58Pass Through Securities /PAC/CMO Totals 5,189,833.700.005.0315,387,026.33 5.101
207,871,723.76Investment Totals 205,614,470.7324,118.82211,590,158.07 3.851 3.905
Portfolio 2024
AC
Run Date: 07/09/2024 - 10:21 PM (PRF_PMS) 7.3.11
78
For Fiscal Year Ending June 30, 2024
0.62%
44.99%
54.39%
Portfolio by Asset Class
Cash and Equivalents
Long Term
Short Term
79
For Fiscal Year Ending June 30, 2024
0.95%
0.50%2.84%
5.06%
7.13%
31.85%
7.22%
0.14%
6.96%
0.71%0.47%
1.18%
1.42%
33.58%
Par Value by Issuer Graph ALIFOG
BOFACP
CACPNY
FAMCA
FFCB
FHLB
FHLMC
FIB
FNMA
KOOKY
MCFUND
MUFGBK
TDBANK
UST
80
For Fiscal Year Ending June 30, 2024
0.15%
8.10%
55.03%
0.95%
2.49%
1.17%
32.10%
Book Value By Investment Type
Money Market
Commercial Paper
Federal Agency Coupon Securities
Federal Agency Discount Securities
Pass Through Securities
Treasury Discount Notes
Treasury Coupon Securities
81
For Fiscal Year Ending June 30, 2024
0.00
1.00
2.00
3.00
4.00
5.00
6.00
Investment Yield by Type
82
ITEM #:20
DATE:08-13-24
DEPT:P&R
SUBJECT:HUNZIKER YOUTH SPORTS COMPLEX RIGHT-OF-WAY SALE TO IOWA
DOT
COUNCIL ACTION FORM
BACKGROUND:
The Iowa DOT is working on plans to widen Highway 30 to six lanes from Interstate 35 to University
Boulevard. The first project of these improvements is to reconstruct the Highway 30 bridges over the
South Skunk River. The bridge replacement will also include overflow culverts on both sides of the
river to help lower flood waters. The culvert west of the Skunk River is directly north of the City-owned
property adjacent the Hunziker Youth Sports Complex (800 Billy Sunday Road). Construction
requires a partial acquisition of a small strip of property to construct the culvert and shape the
drainage channel.
Attached is a preliminary plan sheet showing the proposed improvements. The proposed acquisition is a
small strip of land to the north of the Skunk River Trail that currently has some shrubs and trees, as
shown in the attachment. The City has no current or planned future uses of the proposed acquisition
area. The affected area is outside the boundaries of the Youth Sport Complex lease area. The culvert
and channel has been designed to avoid impacts to the adjacent Skunk River Trail. It is anticipated
that this section of the Skunk River Trail will be closed at times throughout the bridge construction to
avoid safety issues with trail users.
As part of its acquisition process, the DOT has completed an appraisal, and subsequent review, for the
proposed acquisition. This appraisal and review have determined the just compensation to be
$3,300, which equates to a valuation of $17,000/acre.
ALTERNATIVES:
1. Set August 27, 2024, as the date of public hearing for the Sale of Real Property at 800 Billy Sunday
Road to the State of Iowa for Highway 30 Improvements.
2. Direct staff to work with the Iowa DOT to see if impacts to the 800 Billy Sunday Road property can
be avoided.
CITY MANAGER'S RECOMMENDED ACTION:
A review of the valuation for the proposed acquisition shows the proposed amount to be just
compensation. The City has no current or planned future use of the proposed acquisition area and that
the Iowa DOT's project will be mutually beneficial to the City of Ames. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above.
ATTACHMENT(S):
City_Instructional_Memo-Publication_Story_par_1.pdf
Current Plan - City of Ames.pdf
Site Picture.png
83
Review Appraiser's Report.pdf
84
INSTRUCTIONAL MEMORANDUM
NOTICE OF PUBLICATION
SALE OF REAL PROPERTY AND
CONVEYANCE OF REAL ESTATE INTEREST
CITIES
Parcel No. 1 Story County
Project No. NHSN-030-5(272)--2R-85 Primary Road No. Hwy 30
CLERK PLEASE NOTE: Sections 362.3 and 364.7 of the Code of Iowa require cities to publish notice to
hold a public hearing before they dispose of the title or interest in real estate. Said published notice shall
set forth the date, time and place of the public hearing and must be published at least once, not less than
four nor more than twenty days before the date of the public hearing. After the public hearing, the Council
may make final determination of the proposal by resolution.
CLERK SHOULD DETERMINE place, date and time of REQUIRED PUBLIC HEARING; complete lower
portion of form and submit it to a newspaper as defined in Sections 618.3 and 618.14 for REQUIRED
PUBLICATION.
CLERK SHOULD SECURE a Proof of Publication sworn to by the publisher or employee of the
newspapers, signed and acknowledged to enable recording in the public records with the conveyance
document and resolution in accord with Title Standard 2.1 of the Iowa Land Title Examination Standards,
adopted by the Iowa State Bar Association. The actual cost of this publication will be reimbursed by the
Highway Division of the Iowa Department of Transportation with submittal of bill and Proof of Publication.
Instructional Memorandum for City Above
Notice Information For Newspaper Below
TO WHOM IT MAY CONCERN:
NOTICE is hereby given that there is now on file in the office of the Clerk of the City of Ames, Iowa, Sale
of Real Property and Delivery of Conveyance Resolution No. __________________, under and by virtue
of which it is proposed to sell and convey the following described real estate:
A parcel of land in the NW¼ of the NW¼ of Section 13, Township 83 North, Range 24 West of the
5th Principal Meridian, now included in and forming a part of the City of Ames, Story County, Iowa,
as shown on Acquisition Plat, Exhibit “A”, attached hereto, which by this reference is made a part
hereof, more particularly described as follows:
Commencing at the SE corner of the NW¼ of the NW¼ of said Section 13; thence N00°19’48”W,
292.68 feet on the east line of said NW¼ of the NW¼ to the existing southerly right of way line of
Primary Road No. U.S. 30; thence S84°31’54”W, 82.80 feet on said existing southerly right of way
line; thence N00°19’48”W, 24.10 feet on said existing southerly right of way line to the Point of
Beginning; thence, continuing, N00°19'48"W, 16.06 feet on said existing southerly right of way line;
thence S84°31'54"W, 464.41 feet on said existing southerly right of way line; thence S72°11'35"E,
68.33 feet; thence N84°31'54"E, 62.00 feet; thence N42°01'16"E, 16.28 feet; thence N84°31'54"E,
326.20 feet to the Point of Beginning, containing 8010 square feet.
to the STATE OF IOWA for $3,300.00 and Other Valuable Considerations in connection with its
improvement of Primary Road No. U.S. 30.
Said Resolution and proposal to sell and convey said real estate will come up for public hearing before
the Council of the City of Ames, Iowa, at ________ o'clock ___.M., on the ______ day of
________________, 20____, and said Resolution, and proposed Purchase Agreement and Quitclaim
Deed are now on file in the office of the Clerk of the City of Ames, Iowa.
For further particulars, see said Resolution, and proposed Purchase Agreement and Quitclaim Deed now
on file.
CITY OF AMES, IOWA
By: Renee Hall, City Clerk
85
86
87
88
89
90
91
92
ITEM #:21
DATE:08-13-24
DEPT:PW
SUBJECT:2024/25 TRAFFIC SYSTEM CAPACITY IMPROVEMENTS (13TH & GRAND)
- PROFESSIONAL SERVICES AGREEMENT
COUNCIL ACTION FORM
BACKGROUND:
The 2045 Metropolitan Transportation Plan (MTP) identified several critical intersections that were at
or nearing capacity to the extent that improvements were needed. This program will provide for the
planning, design, and construction of those improvements.
This contract involves the engineering design of a project at 13th Street & Grand Avenue. The
project is anticipated to include widening of all four legs of the intersection to five lanes, construction
of a new traffic signal, installing a shared use path along the west side of Grand Avenue, upgrading all
pedestrian ramps to be ADA compliant, and installing new 8" water main and services within the
project area.
The Council may recall that a project was proposed for this intersection in the mid-2000s, but it
did not proceed. For the upcoming project, City staff has explored different approaches from the
previous design process to minimize the impacts to existing properties and reduce potential
property acquisitions to the smallest possible number. This preliminary concept (attached) will be
more fully evaluated and refined by the design consultant hired through this Council action.
Engineering services will include a base survey, evaluation of construction techniques, area drainage
analysis, preparation of plans and specifications, and notification and coordination with the Iowa DOT
and contractors of nearby construction projects. The contract will also include at least one meeting
w i t h affected property owners to kick off the project, at least one general public informational
meeting, and coordination with right-of-way users that require relocation.
Land acquisition services for the project are anticipated to be necessary for two full parcel acquisitions
and several easement acquisitions. These services will be procured under a separate contract.
Staff believes that procuring these services separately, following completion of some initial design
work, will more clearly identify the land needs and lead to better value on the acquisitions. The
acquisition services will also include additional meetings and coordination with affected property
owners.
Proposals for this work were received from five engineering firms and were evaluated according to the
following criteria: Project Understanding, Design Team, Previous Experience, Ability to Perform
Work, and Estimated Contract Cost. Listed below is the ranking information based on this evaluation:
93
Engineering
Firm
Overall
Rank
Estimated
Design Fee
WHKS & Co.1 $ 326,750
Shive-Hattery 2 $ 402,000
HR Green, Inc.3 $ 244,340
Snyder &
Associates 4 $ 237,500
Bolton & Menk,
Inc.5 $ 254,100
Given the above rankings, staff has negotiated a contract with the highest ranked firm, WHKS & Co., of
Ames, Iowa. The design and acquisition services are shown in the 2024-25 Capital Improvements Plan
(CIP) with funding in the amount of $750,000 in Road Use Tax. The construction and construction
administration is shown in FY 2025/26 of the CIP with a total funding of $3,070,000 utilizing G.O.
Bonds, Road Use Tax, and State Grants.
ALTERNATIVES:
1. Approve the Professional Services Agreement with WHKS & Co. of Ames, Iowa for the 2024/25
Traffic System Capacity Improvements (13th & Grand) in an amount not to exceed $326,750.
2. Direct staff to negotiate an engineering agreement with another consulting firm.
CITY MANAGER'S RECOMMENDED ACTION:
Based on staff evaluation using the selection criteria listed above, WHKS & Co. provides the best value
to the City for design services of this project. Separating the acquisition services contract also will
provide the best value to the City. Therefore, it is the recommendation of the City Manager that the City
Council adopt Alternative No. 1, as noted above.
ATTACHMENT(S):
13th & Grand Attachment.pdf
Stamped WHKS PSA.pdf
94
HARDING AVE
ROOSEVELT AVE
WILSON AVE
HARDING AVE W
ILSON AVE
13th STREET
GRAND AVE
HARDING AVE
ROOSEVELT AVE
HARDING AVE
GRAND AVE
1B
13th STREET AND GRAND AVENUE
SCALE IN FEET
0
Date Figure
NOT FINAL - SUBJECT TO CHANGE
LEGEND
PROPOSED PAVEMENT
TRAFFIC SIGNAL LOCATION
STOP SIGN LOCATION
PRELIMINARY PLAN
PROPOSED SIDEWALK
N
Concept -
Aerial Photography -
2.
1.
Sources:
100
Iowa Geographic Server 2016-2018
March 2022
PAVEMENT REMOVAL
Concept Study
Grand Avenue - Ames, Iowa
HDR, March 2022
95
96
97
98
99
100
101
102
103
104
ITEM #:22
DATE:08-13-24
DEPT:PW
SUBJECT:HOUSEHOLD HAZARDOUS MATERIALS COLLECTION
COUNCIL ACTION FORM
BACKGROUND:
Since 1998, the City of Ames, through the Resource Recovery System, has contracted with Metro
Waste Authority (MWA) to operate a satellite Household Hazardous Materials (HHM) collection
program. MWA owns the small building where the collected materials are received and stored for pick-
up. The collected materials are then transported to MWA’s facility in Bondurant, Iowa, and are safely
processed in accordance with State and Federal regulations. Resource Recovery staff members receive
HHM training from MWA and work with the customers when they drop-off HHM.
Several agencies across Iowa are participating in this program to keep costs at a reasonable level. The
2021-2024 contract cost was $0.94 per capita, or a total of $82,580 annually. A new contract for FY
2024/25 through FY 2026/27 has been prepared. The proposed new agreement includes a rate of $1.02
per capita for the first year, with the second and third years being increased in accordance with the
Consumer Price Index for All Urban Consumers (CPI-U).
The first year represents an 8.5% increase in per capita costs, plus an increase in the per capita
population, for a total cost of $98,838. Although the contract price has increased, the amount of
hazardous waste collected has increased significantly over the past several years. The total weight
collected increased by 16.8% over a two-year period, and the weight collected per customer has
increased by 28.8%, as shown in the table below:
YEAR CUSTOMERS TOTAL WEIGHT LBS/CUSTOMER
2021 581 28,263 48.65
2022 479 24,846 51.87
2023 527 33,019 62.65
Resource Recovery's program far exceeds the national average of 20 pounds per customer. Over one-
half of the material is oil-based paints or paint-related products. While the program has the benefit of
assuring that the materials are properly disposed of in an environmentally safe manner, the HHM
service is also a requirement of the City’s National Pollutant Discharge Elimination System
(NPDES) stormwater permit.
The general provisions of the proposed three-year agreement remain the same. The agreement contains
a cancellation clause which the City may exercise in the event funding in future years is not available.
The City Attorney and Risk Manager have reviewed the agreement and approve it as to form.
The $98,838 in costs are divided into four equal quarterly payments. The FY 2024/25 Resource
Recovery budget contains $85,000 for this contract. Prior to the final payment, the Resource Recovery
budget will be amended to cover the $13,838 shortfall from savings identified elsewhere in the
operating budget. Staff anticipates savings to exist in the Resource Recovery CIP for FY 2024/25 that
can be used for this purpose.
105
ALTERNATIVES:
1. Approve the proposed 2024-2027 intergovernmental agreement with MWA for a satellite HHM
collection and disposal operation at an annual cost of $98,838, with annual increases for subsequent
years based on (CPI-U).
2. Do not approve the proposed agreement.
CITY MANAGER'S RECOMMENDED ACTION:
It is important for the City to continue this service in order to provide an easy, proactive means for the
public to dispose of hazardous materials. In addition to providing a means for keeping these pollutants
out of the environment, this service is a requirement of the City’s NPDES stormwater permit.
Therefore, it is the recommendation of the City Manger that the City Council adopt Alternative No. 1, as
noted above.
106
ITEM #:23
DATE:08-13-24
DEPT:Fleet
SUBJECT:AUDITORIUM HVAC REPLACEMENT PROJECT
COUNCIL ACTION FORM
BACKGROUND:
The City Auditorium is currently served by a HVAC system that contains a fan and heating coils dating
to the building's original construction in 1938. A condenser and cooling coils were added in 1990. Over
the last several years there have been ongoing maintenance issues with the system. Due to the age of the
equipment and the ongoing maintenance issues, it was determined that the best course of action is to
replace the system and modernize it for ease of use and maintenance.
The project design consisted of removing the existing systems and installing a traditional rooftop unit to
provide heating and cooling to the Auditorium. The project was bid and rejected twice in 2021 due to
proposals being significantly over budget. During the budget cycle for FY 2021/22, additional funding
was identified from American Rescue Plan funds.
Subsequent to designing a new system, the City accepted a Climate Action Plan for the City in June
2023. One of the Six Big Moves identified in the Climate Action Plan is building retrofits. After two
failed bids, City staff approached the consultant, Resource Consulting Engineers, and inquired if a new
system could be designed without natural gas to align with the City's sustainability goals and remain
within the new budgeted amount. As a result of this inquiry, the consultant suggested adding a heat
pump to replace the air-cooled condenser. This new approach could significantly reduce electrical use
during the winter by using the heat pump to heat the loop serving all the heat pumps in City Hall in lieu
of electric boilers. The engineer's estimate for this project is $1,097,912 and engineering costs are
$30,221, for a total project cost of $1,128,133.
The current total funding for the project is $1,128,140 and the sources of funds are as follows:
$650,000 from one-time general fund savings;
$200,000 from American Rescue Plan funds;
$150,100 from City Hall Improvements Capital Improvement Project;
$128,040 from Electric through the Department of Energy's (DOE) Energy, Efficiency and
Conservation Block Grant (EECBG).
The consultant calculated that the additional cost for the upgrade to the heat pump would be paid back
in approximately 10 years assuming no increases in electric rates. Staff and the consultant worked with
Electric Services to identify possible rebates and estimate the rebate amount will be approximately
$10,000, since the savings are lower during the summer peak used by Electric for calculating rebates.
ALTERNATIVES:
1. Approve the plans and specifications for the Auditorium HVAC Replacement project and establish
September 4, 2024, as the bid due date with September 10, 2024, as the date for report of bids.
2. Reject the project.
107
CITY MANAGER'S RECOMMENDED ACTION:
The City Hall Auditorium is in need of replacing its HVAC system, which is a critical equipment for
operations. Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as described above.
108
ITEM #:24
DATE:08-13-24
DEPT:PW
SUBJECT:2024/25 WATER SYSTEM IMPROVEMENTS PROGRAM (N RUSSELL
AVENUE - LINCOLN WAY TO N 2ND STREET)
COUNCIL ACTION FORM
BACKGROUND:
The Water System Improvements program provides for replacing water mains in areas that are
experiencing rusty water problems. It also provides for installing larger distribution mains in areas that
have a high concentration of 4” supply lines, transferring water services from 4” water mains in streets
where larger water mains exist, and abandoning 4” water mains. Eliminating duplicate water mains,
where possible, improves water flow and helps reduce rusty water.
This project will include improvements on N Russell Avenue from Lincoln Way to N 2nd Street .
City staff has completed plans and specifications for this project with revenue and estimated expenses
as follows:
Funding Source Available
Revenue
Estimated
Expenses
24/25 Water Utility Fund $2,050,000
Construction (This project) $ 171,856.50
Construction (Future project) 1,500,000.00
Engineering/Administration 280,000.00
TOTAL $2,050,000 $1,951,856.50
The water infrastructure on N. Russell Avenue from Lincoln Way to N. 2nd Street is in urgent
need of repair. There are multiple leaks in the main and services that require this section to be
replaced this year. The remaining water main along other portions of N. Russell will be replaced
next year through a Community Development Block Grant project.
ALTERNATIVES:
1. Approve the plans and specifications for the 2024/25 Water System Improvements Program (N
Russell Avenue - Lincoln Way to N 2nd Street) project, setting September 4, 2024, as the bid due
date and September 10, 2024, as the date of Public Hearing.
2. Direct staff to revise the project.
CITY MANAGER'S RECOMMENDED ACTION:
By improving the water systems in these local neighborhoods, residents will see improved water quality
and firefighting capacity. Therefore, it is the recommendation of the City Manager that the City Council
adopt Alternative No. 1, as describe above.
ATTACHMENT(S):
N Russell Water.pdf
109
2024/25 Water System
Improvements Program
Open trenching Sanitary Force main
on South side of East Lincoln Way
Lift Station
Single Lane
Alternating Traffic
North Side of intersectionS 16TH ST
S
D
U
F
F
A
V
E
GO
L
D
E
N
A
S
P
E
N
D
R
S
K
E
L
L
O
G
G
A
V
E
BU
C
K
E
Y
E
A
V
E
ASPEN RIDGE RD
¯N Russell Ave - Lincoln Way to N 2nd St
New Signal
Vet Med Trail
Box Culvert
D
D
D
D D
D D
D
D
D
D
D
D D D D
!!2
!!2
!!2!!2
!!2
!!2
!!2
!!2!!2
!!2!!2
!!2 !!2
#*
#*#*#*
#*
%2
%2
%2
"S
"S
"S
"S
"S
"S
"S
"S"S
!!2
!!2
S
R
I
V
E
R
S
I
D
E
D
R
AP
P
L
E
P
L
UNIVE
R
S
I
T
Y
B
L
V
D
S 16TH ST
Project Location
N 2ND ST
LINCOLN WAY
N 3RD ST
N
H
A
Z
E
L
A
V
E
N 4TH S
T
N
R
I
V
E
R
S
I
D
E
D
R
N
R
U
S
S
E
L
L
A
V
E
N
M
A
P
L
E
A
V
E
N
O
A
K
A
V
E
5TH ST
N 4TH
S
T
110
ITEM #:25
DATE:08-13-24
DEPT:ELEC
SUBJECT:TIPPING FEES FOR ASH DISPOSAL FOR THE POWER PLANT
COUNCIL ACTION FORM
BACKGROUND:
The City's Power Plant currently uses a small section of the ash pond where combusted Refuse Derived
Fuel (RDF) residue settles to the bottom. The ash itself is composed of inorganic materials in the fuel
that do not burn and must be removed from the boilers to allow continual operation. Once deposited in
the ash pond, the relatively clean water on the top of the pond can be recycled to the Power Plant to
transport additional ash from the bottom of the boilers. Over time the ash builds up on the bottom of the
pond and reduces the available capacity. The ash must be regularly removed via excavating or dredging
and hauled to a landfill to provide continual space so the boilers can continue to burn RDF.
Boone County Landfill is the designated landfill for Ames' solid waste, and therefore would be the
landfill where dredged ash is typically disposed. However, Boone County Landfill does not want to
receive the RDF combustion ash and has instructed the City to haul all ash to Metro Park East Landfill
in Mitchellville, Iowa.
Wulfekuhle Injection & Pumping holds the contract to remove the ash from the pond. A separate
contract with Metro Waste Authority is necessary to complete the disposal of the ash. Funding for this
contract will come from the Power Plant Ash System account where $300,000 is allocated for ash
hauling and disposal. A contract for removal of the ash with Wulfekuhle Injection & Pumping in the
amount of $200,000 was approved by City Council on May 28, 2024. The remaining $100,000 is
allocated to cover the contract the tipping fees from Metro Waste Authority (this action).
In addition to approving the contract, the Council is being asked to waive the Purchasing Policies and
Procedures requirement for formal bids, since solid waste planning area regulations would prevent the
City from bidding the disposal location for this material.
ALTERNATIVES:
1. Waive the City’s purchasing policy requirement for formal bidding procedures and award a
contract to Metro Waste Authority, Des Moines, IA for landfill tipping fees for ash disposal for
the Power Plant in the amount of $100,000 from date of award through June 30, 2025.
2. Do not approve the contract and bid this service.
CITY MANAGER'S RECOMMENDED ACTION:
The Power Plant needs to continuously remove ash from the ash pond when a unit is burning RDF. This
contract will provide the necessary funds to address the disposal of the ash. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1.
111
ITEM #:26
DATE:08-13-24
DEPT:ELEC
SUBJECT:ELECTRIC DEPARTMENT STEEL LIGHT POLE PURCHASE
COUNCIL ACTION FORM
BACKGROUND:
This request is for the purchase of steel light poles necessary to meet the anticipated needs of the City's
electric distribution system. The poles are kept on hand in order to ensure availability which will enable
staff to quickly make repairs to maintain or restore streetlighting.
Staff issued a Request for Quotation (RFQ) for an inventory restock, containing 16 poles. On July 15,
2024, the RFQ was posted to AmesBids, the City's electronic bidding site. A total of 22 potential
bidders viewed the items to bid. On July 23, 2024, the following bids were received:
VENDOR TOTAL BID
(inclusive of tax) LEAD TIME
Border States Electric, Ames,
IA $53,955.56 12-14 weeks
RESCO, Ankeny, IA $54,541.75 12-14 weeks
WESCO Distribution, Des
Moines, IA $57,021.24 12-14 weeks
Border States Electric, Ames, IA submitted the low bid for the poles and with no difference in lead
time, staff determined that the low bid from Border States Electric, Ames, IA is acceptable.
There is no budgeted amount for this purchase. The steel light poles will be placed into inventory,
where costs will be charged to each specific projects as the material is put into service.
ALTERNATIVES:
1. Award a contract to Border States Electric, Ames, Iowa for the purchase of steel light poles in the
amount of $53,955.56, inclusive of sales tax. Payments will be based on unit prices and quantities
ordered.
2. Direct staff to award to another bidder.
3. Reject the bids.
CITY MANAGER'S RECOMMENDED ACTION:
Steel light poles are a critical component to provide reliable streetlighting services to the community.
Having poles readily available for quick repairs is imperative. Therefore, it is the recommendation of the
City Manager that the City Council adopt Alternative No. 1, as described above.
112
ITEM #:27
DATE:08-13-24
DEPT:PW
SUBJECT:2020/21 CONCRETE PAVEMENT IMPROVEMENTS PROGRAM
(FORD ST, BELL AVE, S. 17TH ST, S. KELLOGG AVE)
COUNCIL ACTION FORM
BACKGROUND:
This is an annual program to rehabilitate or reconstruct concrete streets that have deteriorated in order
to prevent further breakdown of the pavement. This work will provide enhanced rideability, lower
routine maintenance costs, and an improved aesthetic. This project included locations on Ford St,
Bell Ave, S. 17th St, S. Kellogg Ave.
On May 10, 2022, City Council awarded the contract to Con-Struct Inc. of Ames, Iowa in the amount of
$666,666. One change order was approved as part of the project. Change Order No. 1 (Final -
Balancing), was a deduction in the amount of $2,652. The balancing change order reflects the actual
measured quantities completed during construction. Construction was completed in the amount of
$664,014.
Revenues and expenses associated with this program are estimated, as follows:
Program Revenue Expenses
G.O. Bonds $2,300,000
Road Use Tax 100,000
20/21 Concrete Imp - 8th St. (Completed) $1,284,528.26
Construction (This project) $ 664,014.00
Engineering/Administration $ 300,000.00
TOTAL $2,400,000 $2,248,542.26
ALTERNATIVES:
1. Accept the 2020/21 Concrete Pavement Improvements Program (Ford St, Bell Ave, S. 17th St, S.
Kellogg Ave) project as completed by Con-Struct Inc. of Ames, Iowa in the amount of $664,014.
2. Direct staff to pursue changes to the project.
CITY MANAGER'S RECOMMENDED ACTION:
This project was completed in accordance with the approved plans and specifications. Therefore, it is
the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above.
ATTACHMENT(S):
Bell and Ford Map.pdf
S Kellogg and S 17th St.pdf
Certification Letter- 2020-21 Concrete Pavement Improvements (Ford, Bell, S 17th, S Kellogg).pdf
113
FORD ST
E LINCOLN WAY
DAYTON AVE
EDISON ST
2021/22 Concrete StreetPavement Improvements
¯Bell Avenue - E Lincoln Way to Ford StFord Street - Dayton Ave to Bell Ave
1 in ch = 292 feet114
S 16TH ST
S 17TH ST
GOLDEN ASPEN DR
2021/22 Concrete StreetPavement Improvements
¯S Kellogg Ave - S 17th St to S 16th StS 17th St - S Kellogg Ave to End
1 in ch = 187 feet115
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
August 8, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
Dear Mayor and Council Members:
I hereby certify the 2020/21 Concrete Pavement Improvements Program (Ford St, Bell Ave,
S. 17th St, S. Kellogg Ave) project was completed in an acceptable manner by Con-Struct Inc.
of Ames, Iowa, in the amount of $664,014 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
116
ITEM #:28
DATE:08-13-24
DEPT:PW
SUBJECT:2022/23 ASPHALT STREET PAVEMENT IMPROVEMENTS
(OAKWOOD ROAD)
COUNCIL ACTION FORM
BACKGROUND:
This project was located on Oakwood Road from University Boulevard to Timberland Road. Oakwood
Road was widened to three lanes to accommodate the large turning volumes in the corridor. A new 24-
inch storm sewer was constructed to reduce flooding and ponding on both the north and south sides of
Oakwood Road. Pedestrian safety improvements included updated ADA ramps with enhanced
crosswalks with additional pedestrian crossings for the Timberland Road and Woodview Road
neighborhoods. A rapid flashing beacon was placed at the Green Hills Drive intersection. Improvements
were made to the existing shared-use path as well, including the relocation of the trail crossing at Cedar
Lane to improve safety and raising the trail near Wessex Drive.
On March 14, 2023, City Council awarded the 2022/23 Asphalt Street Pavement Improvements
(Oakwood Rd) project to Con-Struct of Ames, Iowa, in the amount of $2,034,969.90. Change Order 1,
in the amount of $27,090, was for a hydrant relocation and a water main insertion valve to reduce the
number of residents affected by temporary water shutoffs during this project and future maintenance.
Change Order 2 (Final - Balancing), in the amount of $3,903.12, included the actual measured field
quantities. With the addition of these two change orders, the final contract price was $2,065,963.02.
A table of total costs is shown below:
Available
Revenue
Estimated
Expenses
2022/23 Asphalt Pav Improv G.O. Bonds $3,000,000
2023/24 Storm Water Improvement Program $ 200,000
Water System Improvements (CO1)$ 27,090
Shared Use Path Expansion/Maintenance savings $ 69,433
28th St Final Contract Amount $ 867,082.40
Oakwood Rd Final Contract Amount $2,065,963.02
Engineering/Administration $ 360,000.00
TOTAL $3,296,523.00 $3,293,045.42
117
ALTERNATIVES:
1. Accept the 2022/23 Asphalt Street Pavement Improvements (Oakwood Road) as completed by
Con-Struct, of Ames, Iowa in the amount of $2,065,963.02
2. Direct staff to pursue modifications to the project.
CITY MANAGER'S RECOMMENDED ACTION:
This project has been completed in accordance with the approved plans and specifications. Therefore, it
is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted
above.
ATTACHMENT(S):
Certification Letter-2023-24 Asphalt Street Pavement Improvements (Oakwood Rd).pdf
118
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
August 8, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
Dear Mayor and Council Members:
I hereby certify the 2022/23 Asphalt Street Pavement Improvements Program (Oakwood
Road) project was completed in an acceptable manner by Con-Struct Inc. of Ames, Iowa, in
the amount of $2,065,963.02 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
119
ITEM #:29
DATE:08-13-24
DEPT:WPC
SUBJECT:FINAL COMPLETION OF WATER TREATMENT PLANT, SOUTHEAST
WELLFIELD, AND TECHNICAL SERVICES COMPLEX SECURITY FENCE
IMPROVEMENTS
COUNCIL ACTION FORM
BACKGROUND:
On September 26, 2023, Council awarded a contract to American Fence of Iowa, Inc. for construction
of security fencing at the Water Treatment Plant, Southeast Wellfield, and Technical Services Complex
in the amount of $78,247.60. One change order was approved for $4,979.20, bringing the final contract
amount to $83,226.80. All work on the contract is complete, and an engineer's certificate of completion
is attached. Staff is recommending that Council accept the work as complete and authorize final
payment in accordance with the contract documents.
ALTERNATIVES:
1. Accept final completion of the Water Treatment Plant, Southeast Wellfield, and Technical
Services Complex Security Fence Improvements and authorize the release of final payments in
accordance with the contract documents.
2. Do not accept the work as complete at this time.
CITY MANAGER'S RECOMMENDED ACTION:
Construction of this important physical security measure has been completed, and an engineer's
statement of completion has been received. Therefore, it is the recommendation of the City Manager
that the City Council adopt Alternative No. 1 as described above.
ATTACHMENT(S):
Engineer's Statement of Completion - Security Fencing.pdf
120
515.239.5150 main
515.239.5496 fax
1800 E. 13th Street
Ames, IA 50010
www.CityofAmes.org
Water & Pollution Control Department
Smart Choice
ENGINEER’S STATEMENT OF COMPLETION
Water Treatment Plant, Southeast Wellfield, and Technical Services Complex Security Fence Improvements
Contract No. 2023-527
Engineer: Ames Water and Pollution Control Department
Contractor: American Fence Company
I hereby certify that the Water Treatment Plant, Southeast Wellfield, and Technical Services Complex Security
Fence Improvements, by a contract awarded by the Ames City Council on September 26, 2023, has been
satisfactorily completed in general compliance with the terms, conditions, and stipulations of said contract.
The work was completed on July 31, 2024.
I further state that the total amount due to the contractor for the fulfillment of said contract is $83,226.80.
_______________________________ Date: July 31, 2024
John R. Dunn, PE #14826
Director, Water & Pollution Control
121
To:Mayor & City Council
From:John C. Joiner, P. E.
Date:August 9, 2024
Subject:Financial Reduction of Quarry Estates 4th Addition
Item No. 30
MEMO
Please see the attached documentation for a partial release of funds.
/gb
ATTACHMENT(S):
Subdivision LOC -Quarry Estates #4 Partial Release Letter #5.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
122
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
July 26, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
RE: Quarry Estates 4th Addition Financial Security Reduction #5
Mayor and Council Members:
I hereby certify that Turf Reinforcement Mats, Type 4 required for approval of the final plat of
Quarry Estates #4 Addition have been completed in an acceptable manner by various home-
builders. 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 subdivision be reduced to $21,850.00.The remaining
work covered by this financial security includes street trees, native seeding, and native seeding
(swales) as shown in attachment.
Sincerely,
John C. Joiner, P.E.
Director
JJ/cc
cc:Finance, Planning & Housing, Subdivision file
123
Quarry Estates 4th Addition
Financial Security Reduction # 4
September 27, 2023
Page 2
Description Unit Quantity
Native Seeding (Swales)AC 0.5
Native Seeding AC 5
Street Trees EA 27
124
To:Mayor & City Council
From:John C. Joiner, P.E.
Date:August 9, 2024
Subject:Quarry Estates Subdivision 3rd Addition Financial Reduction
Item No. 31
MEMO
Please see the attached documentation for a partial release of funds.
/rh
ATTACHMENT(S):
Quarry Estates 3rd - Partial Release #6.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
125
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
July 26, 2024
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
RE: Quarry Estates Subdivision 3rd Addition Financial Security Reduction #6
Mayor and Council Members:
I hereby certify that Conservation Area Maintenance required as a condition for approval of the
final plat of Quarry Estates Subdivision, 3rd Addition has been completed in an acceptable
manner by Topline Construction of Pleasant Hill, Iowa. 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 subdivision be reduced to $20,205.The remaining
work covered by this financial security includes Outlot D Landscaping -Trees, and Stormwater
Management.
Sincerely,
John C. Joiner, P.E.
Director
JJ/cc
cc:Finance, Planning & Housing, Subdivision file
126
Quarry Estates Subdivision, 3rd Addition
Financial Security Reduction #5
September 27, 2023
Page 2
Description of Remaining Work Covered by this financial security Unit Quantity
Outlot D Landscaping -Trees EA 16
Stormwater Management LS 1
127
ITEM #:32
DATE:08-13-24
DEPT:PW
SUBJECT:2021/22 SANITARY SEWER REHABILITATION
(AMES HIGH SCHOOL AND VEENKER GOLF)
COUNCIL ACTION FORM
BACKGROUND:
This is the annual program for rehabilitation/reconstruction of deficient sanitary sewers and deteriorated
manholes at various locations throughout the city. The goal of this program is to identify and remove
major sources of inflow/infiltration as a means of lowering the peak wet weather flow at the Water
Pollution Control Facility. On November 22, 2022, City Council awarded a contract to Municipal
Pipe Tool Co. LLC of Hudson, Iowa, in the amount of $3,791,558.69.
The project is substantially complete, with only minimal work remaining, including street patching,
grading, and seeding of the project. Public Works has received a request from Municipal Pipe Tool
Co. LLC to reduce the amount of project retainage, which is currently $173,441.10.
The remaining work has an estimated value of $10,000. Section 26.13 of Iowa Code requires that a
minimum of 200% of the value of the work remaining must be withheld as retainage when a
project is substantially complete, which would be $20,000. All paperwork required per Iowa Code
has been received by the Public Works Department.
Revenues and expenses associated with this program are estimated, as follows:
Program Revenue Expenses
2021/22 State Revolving Fund $3,922,000
2021/22 Sewer Utility Fund 350,000
20/21 Sanitary Sewer Rehab $3,791,558.69
Engineering/Administration 222,000.00
TOTAL $4,272,000 $4,013,558.69
ALTERNATIVES:
1. Reduce project retainage for the 2021/22 Sanitary Sewer Rehabilitation (Ames High School and
Veenker Golf) project to $20,000.
2. Maintain project retainage for the 2021/22 Sanitary Sewer Rehabilitation (Ames High School and
Veenker Golf) project in the amount of $173,441.10.
CITY MANAGER'S RECOMMENDED ACTION:
The value of remaining work is substantially less than the original contract, and the Iowa Code provides
for the City to reduce the retainage being withheld under these circumstances to reflect the lower value
of the remaining work. Therefore, it is the recommendation of the City Manager that the City Council
adopt Alternative No. 1, as noted above.
128
ATTACHMENT(S):
Sanitary Sewer Rehab - Expansion and Rehab Trunkline (High School and Veenker Golf Course).pdf
129
D
D
D
D
D
D
D
D
D
D
D
D
D D D
D
D
D
D
DD
D
D
D
D
!!2
!!2!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2!!2 !!2
!!2
!!2
!!2
!!2
!!2
!!2!!2!!2!!2
!!2
!!2
!!2
!!2
!!2
!!2!!2
!!2 !!2
!!2
!!2
!!2
!!2
!!2!!2
!!2
!!2 !!2
!!2
!!2
!!2
!!2 !!2 !!2 !!2
!!2
!!2
!!2
!!2!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2!!2
!!2!!2!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2 !!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2!!2
!!2 !!2
!!2!!2
!!2!!2 !!2 !!2 !!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2
!!2!!2
!!2!!2
!!2!!2
!!2
!!2
!!2
!!2
HABER RD
WOI RD
WANDA DALEY DR
STOTTS RD
LONG RD
MORRILL RD N
KOOSER DR
N UNIVERSITY BLVDPAMMEL DR WINLOCK RD
BRUNER DR
HAWTHORN COURT DR
STOTTS RD
HABER RD
LONG RD
HAWTHORN COURT DR
13TH ST
STANGE RD
HYLAND AVE
ROSS RD
ONTARIO ST
20TH ST
PRAIRIE VIEW EAST
KINGMAN RD
2021/22 Sanitary Sewer Rehab -Expansion/Rehab Trunkline (High School and Veenker Golf Course)East of Hyland Ave to Approx. 2000' E of Stange Road
¯
130
ITEM #:33
DATE:08-13-24
DEPT:PW
SUBJECT:2022/23 EAST 13TH STREET SANITARY SEWER EXTENSION
COUNCIL ACTION FORM
BACKGROUND:
In Ames Plan 2040, the growth and land use elements establish the City’s development vision. One of
the elements of the development vision is public infrastructure. Expansion of infrastructure is needed to
facilitate continuing commercial, industrial, and residential growth. The East 13th Street Sanitary
Extension affirms the commitment to growth in the east and northeastern part of the city by providing
sanitary sewer in addition to the existing water distribution infrastructure.
On October 10, 2023, City Council approved the contract with On Track Construction, LLC of
Nevada, Iowa, in the amount of $2,125,500. Change Order No.1 was approved in the amount of
$44,675 for the placement of temporary road stone to allow two-way traffic during the winter
construction break.
Change Order No. 2 (with this action), is the balancing change order for this project in the
amount of $111,917.96, bringing the total construction cost of the project to $2,282,092.96. Major
items in Change Order No. 2 include considerable additional pavement removal and replacement that
was necessary due to unexpected poor soil conditions encountered during construction.
The project is substantially complete, with only minimal work remaining, including grading, and
seeding of the project, which will occur early this fall. Public Works has received a request from On
Track Construction, LLC to reduce the amount of project retainage, which is currently
$114,104.65. The remaining work has an estimated value of $5,000. Section 26.13 of Iowa Code
requires that a minimum of 200% of the value of the work remaining must be withheld as
retainage when a project is substantially completed, which would be $10,000. All paperwork
required per Iowa Code has been received by the Public Works Department.
Revenues and expenses associated with this program are estimated, as follows:
Program Revenue Expenses
Ames Plan 2040 Sanitary Sewer - Federal
ARPA Funds $2,881,981
Construction $2,282,092.96
Engineering/Administration 300,000.00
TOTAL $2,881,981 $2,582,092.96
*ARPA - American Rescue Plan Act
ALTERNATIVES:
1. Approve the following for the 2022/23 East 13th Street Sanitary Sewer Extension project :
a. Reduce project retainage to $10,000.
b. Approve Change Order No. 2 increasing the contract in the amount of $111,917.96.
2. Direct staff to pursue changes to the project.
131
CITY MANAGER'S RECOMMENDED ACTION:
By extending the sanitary sewer along east of 13th Street, development in the east and northeastern
parts of the city is facilitated by providing the proper public infrastructure such as sanitary sewer.
Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1,
as noted above.
ATTACHMENT(S):
E 13th Sewer Ext..pdf
132
0
HORIZ.
300300 600
13
3
ITEM #:34
DEPT:P&H
August 13, 2024
Staff Report
REQUEST TO MODIFY DOWNTOWN FACADE GRANT FUNDING ELIGIBILITY FOR
MAINTENANCE ACTIVITIES AND REAR FACADES
BACKGROUND:
On June 25, 2024, Council received a letter from Scott Moorman of Moorman Clothiers, requesting that
the Downtown Facade Grant Program be made available for use on the rear of the Moorman's building
at 226-228 Main Street (Attachment A). Council directed staff to place the item on a future agenda for
discussion of the Facade Program requirements as it related to this request. Staff has since followed up
with Scott Moorman about the planned project and learned the project would consist of
maintenance and rehabilitation of the existing rear facade. This is discussed in greater detail below
in relation to the Facade Program criteria and eligibility.
The Downtown Facade Grant Program was created in 2000 to facilitate private improvements to
Downtown retail and other commercial storefronts. The program provides money to eligible properties
within the boundary area (Attachment B) to bring front facades into compliance with the adopted
guidelines. The Downtown Design Guideline s for building facades can be found on the Planning
Division webpage. The most recent application packet from Spring 2024 that describes the program
requirements is also available online.
The guidelines focus on traditional commercial storefronts, specifically within the period of historical
significance from the 1920s to 1940s for the district. In addition to historic facades, the program has an
"other facade" design guideline option for non-traditional buildings, such as the Wheatsfield building on
Northwestern. The program is structured around improvements to front facades. The rears of the
buildings are not included within the design guidelines and have never been eligible for a grant.
City Council has from time to time revisited the Downtown Facade Program and its requirements. Staff
believes the most significant Council decisions about the program and how it currently operates include:
2011/12 updates to project eligibility for front facades, two grant application periods, and
creation of scoring criteria for competitive grant reviews;
May 2022 review of the program for historic preservation, resulting in the creation of a new
Historic Feature rehabilitation grant option; and
May 2023 decision to increase the per grant funding from $15,000 to a maximum of $25,000.
Although not directly part of the Facade program, City Council also reviewed Downtown stakeholder
feedback about building and business owner interests in August 2023 and then modified the Urban
Revitalization Area (URA) tax abatement program in August 2023 to distinguish facade program
participation from receipt of property tax abatement incentives.
134
The current Facade Program utilizes matching grants to encourage building owners to make changes to
the non-compliant facades that will bring traditional structures into line with the historic character of
D own t own . A building is only eligible for the grant if changes needed to be made to update its
appearance for removal of non-compliant elements or for rehabilitation of historic character
defining features, such as original wood windows. Replacement of like for like features that are
already compliant elements are not eligible.
Maintenance of a building facade as a standalone activity is not eligible. However, maintenance
activities could be funded if associated with eligible work. For instance, repointing of mortar could be
funded if done in conjunction with the removal of facade elements that did not comply with the
Downtown guidelines.
Moorman Clothiers-226 Main Street
In August 2011, Moorman Clothiers was awarded a grant to remove noncompliant features the facade
of the two buildings. The two buildings which make up Moorman Clothiers had been visually unified
with a design that obscured the traditional commercial character. The grant paid to have the facade on
the ground floor removed and the brick facade underneath repaired (Attachment C). The grant was for
the full amount: $15,000 for the work and $1,000 for design services.
Staff spoke with Scott Moorman about his June request to Council for the rear of Moorman Clothiers
(Attachment D). He outlined the following as his intent for the property for the back of the building at
226 Main Street:
Paint a mural
Repoint the brick (the brick facade at the rear is not original to the building)
Structural repairs
Repair the stucco on the east and west sides
Replace the windows
Mr. Moorman explained that no design changes were proposed to the existing facade. Staff notes that
after the conversation that the scope of described improvements are not eligible activities, regardless of
them being on a front or rear facade.
Mr. Moorman also stated that he would like to see other properties on the south side of Main Street
have funds available for work on the rear of those structures.
OPTIONS:
Mr. Moorman's request relates to two specific program eligibility restrictions regarding grants:
The first issue is whether maintenance activities could be eligible, and the second is whether rear
facade improvements could be eligible. Both issues would need changes to accommodate Mr.
Moorman's request. Staff believes City Council should consider the two issues separately to determine
if Council desires to proceed with any changes to the Downtown Facade Program. Once decisions
about the two primary issues are answered, program details about minimum design requirements, scope
of work, timing, and grant amounts could then be addressed.
Option 1- Add a Maintenance option for the exterior maintenance of buildings and maintain the other
Downtown Facade program requirements.
This option expands the types of activities that could be funded to include general maintenance of the
135
building. In previous discussions about the program, the Council received requests to incorporate
maintenance or other building improvement grants and Council did not choose to proceed with
addressing these activities within the Facade Grant program.
Adding maintenance could include a wide range of work ranging from structural improvements, roof
repairs, tuck pointing of brick, to painting or replacing windows. Some activities are critical to the
maintaining the integrity of a building while others are more routine building maintenance or cosmetic
in nature. With this option, a building owner would not be obligated to make any other facade
improvements to remove noncompliant elements or enhancing the appearance of the building.
Ultimately, Council would need to provide direction regarding how to balance supporting the
City's downtown interests versus property owner responsibilities to maintain property, the type
of work that would be eligible, the extent of work, meaningful maintenance of building, partial or
one facade allowed, what types of buildings would be eligible (historic or not), amount of a
matching grant, competitiveness to other grant priorities, etc.
This type of program modification would likely warrant prioritization in staff's Work Plan.
Option 2- Maintain the existing Downtown Facade Grant Program, and create new design guidelines for
the facade grant to apply to the rear of buildings.
The current design standards and scoring criteria do not lend themselves to evaluating changes to the
rear facade of buildings. The use of the rear of building varies greatly between businesses and their
location in downtown along alleys or the CBD parking lot. Input from Council regarding this type of
change would be needed for factors related to design requirements or guidelines, whether the
building would have to have a compliant front facade first, and prioritization compared to front
facades. Additionally, the interface of some properties along the CBD lot may also be influenced
by the outcome of the Downtown Master Plan being undertaken by Downtown Ames. This could
impact priorities of the program in upcoming years.
This type of program modification would likely warrant prioritization in the Work Plan to define
priorities of the City and building owners.
Option 3- No Action
If City Council determines that the program as it is currently structured addresses the City's priorities for
Downtown improvements, no changes are needed to the program at this time.
STAFF COMMENTS:
The goal of the Downtown Facade Grant Program is to facilitate improvement in Downtown Ames and
reinforce its historic character. Since its inception, the Downtown Facade Grant Program has awarded
three loans and 53 grants, four of which were later withdrawn by the applicants. Along with other City
investments Downtown, the program has had a noticeable impact on Downtown, including the
Moorman's Clothier building that is part of this discussion.
Mr. Moorman's current request brings up two issues that Council has at times had previous requests for
to expand the Facade program to include additional activities or maintenance and/or rear facades. Rear
facades that add usability to a building would be similar to the goal of the front facade grants in
expanding commercial activity and attractiveness. However, staff believes there are balancing issues
with the City's priorities of front facades as the defining character of Downtown and the high degree of
variability in rear building usage. Staff also believes that the upcoming Downtown Plan may outline
136
goals for businesses and building investments and the future of the CBD lots that could influence this
discussion as well, especially when considering the limited financial resources of the City to address all
of the investment requests of Downtown.
Staff believes providing maintenance grants is a different priority than that of the current Downtown
Facade program. The current program focus is on making improvements to a building to realize a City
goal, where the property owners otherwise is not required to improve the look of their building.
Maintenance and other types of improvements grants are more difficult to distinguish as a City goal
compared to individual responsibilities that apply citywide when there are not unique building
requirements Downtown. There are no property or building maintenance grants within the City as a
model for this type of request. Adding maintenance activities as an eligible activity will need a robust
discussion to help define parameters of City support. Staff identified an initial list of issues as part of
the Option 1 discussion.
With either or both options, staff believes business and property owner outreach would be needed
to discuss the various interests and limitations of the facade program. Discussion of other funding
mechanisms besides grants may also be necessary to address the breadth of requests for
Downtown. New requirements or guidelines would have to be drafted for administration of the
grant program. If Council chooses to proceed with either option, the next step would be to return
to Council with a more defined set or parameters for Council to then direct staff regarding how
to proceed with outreach and the timing of amendments as it relates to the Work Plan.
ATTACHMENT(S):
Attachment A.pdf
Attachment B.pdf
Attachment C.pdf
Attachment D.pdf
137
Attachment A
Letter to Council
138
Attachment B
Eligibility Map
139
Attachment C
226-228 Main Street – Images from 2011 Moorman Clothiers Façade Grant
Moorman Clothiers at the
time of grant in 2011
Proposed façade as
awarded by grant in 2011
140
Attachment D
226-228 Main Street – Rear
141
ITEM #:35
DATE:08-13-24
DEPT:P&H
SUBJECT:INITIATE ANNEXATION OF APPROXIMATELY 126.7 ACRES AND 1.07
ACRES OF COUNTY RIGHT-OF-WAY ALONG ONTARIO STREET
COUNCIL ACTION FORM
BACKGROUND:
The City has received an application for annexation of six parcels totaling approximately 77 acres of
land situated between Ontario Street, County Line Road, and Lincoln Way. (Attachment A-Territory
Map) To complete the annexation as proposed, the City would need to include an additional 48.6 acres
of land recently purchased for a future city park and a 1.07-acre Ontario Street county right-of-way
parcel for a total annexation of approximately 126.7 acres. Approval of the annexation would bring all
remaining county properties into the City between County Line Road, Ontario, and Lincoln Way. The
annexation is 100% voluntary and there are no non-consenting properties included in the
request. The property owners have signed a waiver to withdraw as part of the annexation applications.
The proposed territory for annexation is consistent with Ames Plan 2040 for expansion of the City to
the west as depicted with the Land Use Map. Acceptance of the application will initiate the formal
annexation process. Mailed and published notice of the application is required prior to a City Council
public hearing for approval of the actual annexation. As a 100% voluntary annexation in a non-
urbanized area, the Council's decision will be final. No review and approval from the state City
Development Board will be necessary to complete the annexation.
Future development of the area will be subject to rezoning and development under the RN-3 land use
designation. Although no specific proposal accompanies the annexation application, the developer
believes the sites will be rezoned and developed separately through a future request for RL (Residential
Low-Density) zoning along Lincoln Way and typical FS-RL (Floating Suburban Residential Low
Density) for properties along Ontario Street. Development within the Lincoln Way area may include a
proposal for development of a church in lieu of residential development. Development of a church is
subject to approval of a Special Use Permit by the Zoning Board of Adjustment for consideration of
site-specific compatibility issues.
Generally, infrastructure is available to serve the annexation area through extensions at the time of
future development. More specific development requirements will be considered with future rezoning
and subdivision requests.
ALTERNATIVES:
1. Accept the voluntary annexation application from four property owners for six total properties with
waivers to withdraw, and to include two City of Ames parcels consistent with area shown within
Attachment A.
2. Decline to initiate the application for annexation.
142
CITY MANAGER'S RECOMMENDED ACTION:
The proposed annexation is consistent with Ames Plan 2040 for the growth of the City. Including the
City-owned land with this annexation is ideal to facilitate the comprehensive annexation of developable
land in this area. Additionally, this annexation facilitates the City moving ahead with park development
plans under the City's jurisdiction. Acceptance of the application will initiate the annexation
notification process and culminate in a public hearing for City Council approval in September.
Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative 1.
ATTACHMENT(S):
Attachment A-Proposed Annexation Territory.pdf
143
144
ITEM #:36
DATE:08-13-24
DEPT:POLICE
SUBJECT:MOTION APPROVING/DENYING A CLASS C RETAIL LICENSE - CELAYA,
217 SOUTH DUFF
COUNCIL ACTION FORM
BACKGROUND:
State alcoholic beverage licenses and permits must receive approval by the local authority (City
Council), before they can be issued by the State. On June 11, 2024, the City Council considered a
request made by the Alcoholic Beverages Division (ABD) of the Iowa Department of Revenue for the
City's opinion regarding a potential settlement between ABD and Celaya, located at 217 South Duff
Avenue. Prior to finalizing any settlement with Celaya, ABD wanted to give City Council the
opportunity to provide its opinion as to whether ABD should move forward with revocation of Celaya's
liquor license or allow Celaya to surrender its liquor license for a period of time as an alternative to
revocation. At that time, the City Council chose to advise ABD to proceed with revocation.
ABD issued an order on June 27, 2024, revoking Celaya's liquor license. Celaya has appealed that order
and a hearing should be held before an Administrative Law Judge with the Department of Inspections
and Appeals in the next few months. Celaya has now applied for renewal of a 12-month Class C
Retail Alcohol License, which is before the City Council for consideration of local approval.
A review of the police records for past 12 months found four consecutive compliance check
failures: September 30, 2023, November 3, 2023, November 17, 2023, and February 23, 2024. As a
reminder, the Police Department conducts compliance checks for establishments that hold liquor
licenses in the City of Ames. The compliance checks are completed by taking a person under the legal
age to liquor licenses establishments who then attempts to purchase alcohol using their state-issued
identification. A business passes the check if the employee asks for identification and rightly refuses the
purchase. An establishment fails the compliance check if the employee sells alcohol to the underage
person without exercising reasonable care to ascertain whether the person is under legal age.
On September 30, 2023, two minors entered Celaya and ordered alcoholic drinks which were then
served to them. While the waiter asked for IDs, he failed to determine that their IDs showed them
to be underage. When officers wrote the citation, they also gave the waiter information regarding
Police Department ID talks.
On November 3, 2023, two minors entered Celaya and ordered alcoholic drinks which were then
served to them. While the waiter asked for IDs, he failed to determine their IDs showed them to
be underage. The waiter said the restaurant was busy and this contributed to his failure to
recognize the IDs showed both to be underage to purchase alcohol.
On November 17, 2023, two minors entered Celaya and ordered alcoholic drinks which were then
served to them. The waiter did not ask for ID nor ask their age.
On December 13, 2023, following the third failure, police department staff met with the owner,
Kevin Fajardo, to speak with him about the liquor laws and the consequences of the numerous
failed compliance checks. The owner was given the Iowa code sections pertaining to liquor
145
license revocations as well as information regarding ID trainings provided by the Ames PD and
IPACT. Only one employee has attended an ID training provided by Ames PD, but this was over
one year ago.
On February 23, 2024, two minors entered Celaya and ordered alcoholic drinks which were then
served to them. The waitress did not ask for IDs nor ask their age.
Celaya did pass the most recent follow-up compliance check on April 12, 2024.
Iowa Code section 123.50(3)(d) states that: "A fourth violation [involving the sale of alcohol to a person
under the legal age] within three years s h a l l result in revocation of the license." (emphasis added).
Under Iowa Code section 123.40, a revocation would prevent the premises of the license holder from
being relicensed for a period of one year. Further, the license holder would not be allowed to hold a
liquor license in the state for a period of two years.
In the last year, Celaya failed four compliance checks in less than six months. It is the recommendation
of the Chief of Police that the City Council deny the renewal application. Celaya was given ample time
and information to make necessary changes to ensure they were not selling or providing alcohol to
minors. As a liquor license holder, it is the responsibility of the business to know and understand the
laws applicable to their license and follow them. In addition, a recommendation of revocation is
consistent with past recommendations of similar businesses in similar situations.
ALTERNATIVES:
1. Deny the renewal application of Celaya's Class C license.
2. Approve the renewal application of Celaya's Class C license.
CITY MANAGER'S RECOMMENDED ACTION:
Ames Police Department and the Department of Revenue conduct compliance checks to ensure liquor
license holders are complying with their obligation to not sell alcohol to underage individuals. Celaya,
has failed four such compliance checks in less than three years, in fact, less than six months.
Iowa Code section 123.50(3)(d) states that: "A fourth violation within three years s h a l l result in
revocation of the license." (emphasis added). Under Iowa Code section 123.40, a revocation would
prevent the premises of the license holder from being relicensed for a period of one year. Further, the
license holder would not be allowed to hold a liquor license in the state for a period of two years. It is
consistent with past actions of the City Council for the City Council to deny the renewal application.
Therefore, it is the recommendation of the City Manager that the City Council support the
recommendation of the Chief of Police to approve Alternative No. 1, as noted above.
146
ITEM #:37
DATE:08-13-24
DEPT:W&PC
SUBJECT:NUTRIENT REDUCTION MODIFICATIONS PHASE 1 - AWARD OF
CONTRACT
COUNCIL ACTION FORM
BACKGROUND:
In early 2019, Council approved the results of a Nutrient Reduction Feasibility study for the Water
Pollution Control Facility. The study recommended the following course of action.
“The Ames Water Pollution Control Facility Nutrient Reduction Feasibility Study
recommends an integrated strategy that … would transition the Ames WPCF from an
existing trickling filter/solids contact process to a future biological nutrient reduction
process ... In doing so, the Ames WPCF would provide capacity for projected flows and
loadings and would progressively achieve compliance with the 2013 Iowa Nutrient
Reduction Strategy. The transition would occur … over the next 20 years to take advantage
of the remaining useful life of existing facilities, most notably the trickling filters.”
Design work began in June 2022, and on May 14, 2024, Council issued a Notice to Bidders. The bids
received were accepted by Council on July 9, 2024, and are shown below in Table 1.
Table 1.
Bidder Lump Sum Base Bid
Engineer's Opinion
of Probable Construction Costs $44,770,000
Woodruff Construction, Inc.
Ames, IA $53,370,000
Williams Brothers Construction, Inc.
Peoria, IL $60,780,000
If the low bid were to be accepted, the updated project budget would be as follows (Table 2):
Table 2.
Expenses Funding
Engineering
Original Agreement $ 1,675,000
Amendment #1 763,000
Amendment #2 3,600,000
Other Professional Services
Geotechnical 16,620
Commissioning 74,600
Special Inspections (estimated)75,000
Construction (this action)53,370,000
147
Owner's Equipment Allowance 275,000
Owner's Contingency (5% of the
construction award)2,667,780
Project Funding
FY 22/23 CIP Actual Expenses $ 1,000,473
FY 23/24 CIP Final Amendment 2,289,527
FY 24/25 CIP Adopted 25,760,000
FY 25/26 CIP Projected 26,240,000
TOTALS $62,517,000 $55,290,000
The updated project budget shows a $7.227 million shortfall in the authorized funding. Staff, in
partnership with the design team from Strand Associates, has undertaken a comprehensive review of the
bids and an evaluation of multiple options moving forward.
EVALUATION OF BIDS:
The first action taken was to review the qualifications of the apparent low bidder. Woodruff
Construction has documented successful completion of numerous projects similar in scope and scale,
including multiple projects at the Ames WPCF. The City's Finance Director has reviewed audited
financial statements and found nothing to suggest that Woodruff would not be a fiscally responsible
contractor. Strand likewise noted that in its experience Woodruff has been a responsible contractor.
Staff has determined that Woodruff is the lowest responsive, responsible bidder.
SOURCE OF ESTIMATE/BID DISCREPANCY:
The next step was to meet with the low bidder to compare their bid pricing versus the estimated costs. It
should be noted that the contractor may have grouped some costs into different categories than what the
engineer used, but the comparison table below (Table 3) still offers some useful insights.
Table 3.
Engineers'
Opinion of
Probable
Construction Costs
Bid Pricing Difference
Divisions 2-10 (General construction)$ 7,172,335 $ 7,671,508 $ 499,173
Divisions 22 and 23 (Plumbing and
HVAC)1,235,061 2,105,218 870,157
Divisions 26-28 (Electrical)6,982,545 12,907,820 5,925,275
Divisions 31-32 (Sitework)3,004,755 4,312,493 1,307,738
Division 33 (Utilities)3,268,231 4,070,819 802,588
Divisions 40-46 (Process Piping and
Equipment)11,712,357 11,047,140 -665,217
General Conditions 4,523,330 3,732,481 -790,849
Administration Building 7,101,386 7,522,521 421,135
Total $ 45,000,000 $ 53,370,000 $ 8,370,000
148
The pricing for the electrical portion of the work is an obvious outlier. Discussions with the low
bidder revealed that while they had talked with as many as 15 electrical subcontractors, they
ultimately received pricing from only two. They received quotes from only one system integrator
(System Integration includes the construction of control panels, switchgear, motor control
centers, and the plant operational control systems, and is a component of the electrical line item).
The electrical subcontractor, Van Maanen Electric, provided a written statement with the
following observations as to why their bid price differed so significantly from the engineer’s
estimate:
Over the past few years, electrical gear and distribution equipment prices have increased by 80%
Fire alarm equipment has gone up by 12%
Lighting is up by 35%
Conduit and material are up by 60%
Wire is up by 80% and pricing is highly unstable. They also noted that copper is at an all-time
high price right now, and it is impossible to get material suppliers to give firm pricing.
Labor is up 14%. Strand compared the electrician’s labor rates against their estimate and found
that it was higher by considerably more than 14% from what the engineer had estimated.
Strand also reached out to some of the key equipment suppliers about their experience with recent
construction bids. They provided these insights:
Labor right now is hard to find, and what they are able to get is less skilled than in years past, so
the work simply takes longer to get done. That additional time translates into additional cost.
Overhead has increased significantly as of late.
They noted that insurance rates are climbing rapidly.
Interest rates are up, and the length of time to get paid by owners is increasing. This leads
to contractors needing to borrow to cash flow their work at higher financing costs.
Electrical has been a pervasive source of cost overruns.
COMPETITIVENESS OF BID PRICING:
After reviewing the pricing with the low bidder, Strand believes that the pricing received is
representative of the actual cost of the work, given the current construction climate. Woodruff
had pursued the project aggressively for several years. They did extensive research during their bid
preparation including multiple site visits and significant correspondence with Strand to understand the
project. They had a team of multiple staff fine tuning their bid, and Strand stated that they very clearly
did not just “throw out a number.” Similarly, Williams Brothers is wrapping up construction of the
Nevada wastewater treatment plant project, and was hoping to transition their staff to Ames, giving
them a motive to be competitive in their pricing.
As an anecdotal perspective, an equipment manufacturer ’s representative noted that they felt like the
bids were “fairly” priced and were not inflated.
OPTIONS FOR MOVING FORWARD:
Staff has identified six different options for next steps, which are presented below along with a
discussion of potential advantages and drawbacks:
Option 1: Reject Bids and Rebid. One option that the Council could consider is to reject the bids and
149
direct staff to rebid the project. Staff and the consultant could aggressively promote the project to
potential bidders with the goal of having more than two bids.
Staff and Strand have posed the question of rebidding directly to the bidders, their
subcontractors, and the equipment suppliers. Every one of them commented that based on the
current labor market and material pricing, their prices would almost certainly be higher if the
work was to be rebid. Their consensus was that rebidding would result in pricing that was 10-
15% higher.
Option 1A: Rebid with Some Elements Deferred Until the Second Phase . It is possible to redesign
the project to delay some portions of the work until the second phase. As an example, the current
design includes a mixed liquor splitter structure that is set up to handle the ultimate five aeration tanks,
even though only two are being constructed in Phase 1. Constructing for all five in the first phase is
more practical and cost effective overall, but technically the cost of Phase 1 could be reduced by only
constructing two boxes now. After reviewing the elements that were included in Phase 1, but sized
for the needs of Phase 2, staff and Strand concluded that deferring those items would result in an
awkward operational configuration in the future and would result in overall higher costs. As a
result, staff does not recommend that any of those items be deferred.
Option 1B: Rebid Following Redesign to Reduce Costs. During the design process, controlling the
cost of the project was a high priority. Staff had initially selected an innovative treatment technology
that had the potential to offer greater nutrient reduction potential, but was more expensive. That system
was proprietary in nature, and as the design progressed staff became concerned that the cost estimates
from the manufacturer seemed to be continually increasing. Staff ultimately chose to switch to a more
conventional treatment scheme where more competitive pricing could be obtained. The system that was
ultimately bid, while slightly less efficient at removing nutrients, is still expected to achieve the goals of
the Iowa Nutrient Reduction Strategy.
In the Council Action Form provided on May 14, 2024 to authorize issuance of the Notice to Bidders,
staff identified a number of other design modifications that were implemented during the design phase
as a part of an internal value engineering evaluation. Those changes include the following items.
De-rated the raw pump station to avoid the need to provide expensive explosion-proof motors by
reworking the building ventilation
Reconfigured the aeration basin orientation to reduce the length of pipe required
Modified the basin drainage pumps to allow one single pump across multiple basins instead of
providing a dedicated pump in each basin
Selected a "variable refrigerant flow" HVAC option for the Administration Building that has
lower up-front costs and a higher energy efficiency than conventional HVAC systems
Adopted the use of turbo blowers for aeration that have a smaller footprint, allowing them to fit
within the existing space without the need for a new or expanded building
Adopted a large bubble mixing system over traditional prop-style mixers. This requires fewer
motors, higher energy efficiency, and lower construction cost.
Following the bid opening, staff and Strand met multiple times to discuss other options that could
be redesigned or deleted to attempt to reduce the construction cost. These potential modifications
are listed below (note that these costs are approximate, and changes would require concurrence by the
Iowa Department of Natural Resources):
1. Change buried piping from ductile iron to PVC: approximate savings of $750,000. Ductile iron
150
piping is the industry standard piping material used for water pollution control facilities. This
material is more durable and less subject to damage in the heavily congested yard piping areas
that are typical at treatment facilities. The Ames WPCF has historically used ductile iron for
buried piping.
2. Eliminate concrete encasement of buried electrical conduit: approximate savings of $215,000.
Similar to the rationale described above for ductile iron piping, concrete encased conduit duct
banks are typically used at wastewater facilities for buried electrical conduit. This helps to
prevent damage to the conduit that powers and communicates with the critical wastewater
equipment necessary to keep the plant operational.
3. Eliminate one of the two grit washers: approximate savings of $125,000. Although the plant
could operate with one grit washer, this would eliminate redundancy for the grit removal process.
It is not clear if this would comply with the Iowa DNR requirements for redundancy.
4. Eliminate one of the three grit pumps: approximate savings of $50,000. Although the plant could
operate with two grit pumps, this would eliminate redundancy for the grit removal process.
Again, it is not clear this would be approved by the Iowa DNR.
5. Eliminate a portion of the yard hydrants: approximate savings of $50,000. The number of yard
hydrants could be reduced; however, this would make maintenance on the flow equalization
lagoons and sludge lagoon more difficult.
6. Eliminate the Administration Building energy efficiency components: approximate savings of
$300,000. These include improved insulation, improved windows and doors, electric vehicle
charging, energy metering, indoor air quality improvements, recycling goals, stormwater
management, and other miscellaneous items. The Administration Building would not be “net
zero ready.” These elements add 4% to the total cost of the building, and 0.5% of the total project
costs.
7. Eliminate in-floor heating in garage and shop: approximate savings of $100,000. The in-floor
heating results in a more comfortable working environment for the maintenance staff working in
the area, but is not required for operation of the treatment plant.
8. Eliminate Administration Building exterior canopies: approximate savings of $75,000. Canopies
were designed at one of the primary staff entrances to provide shelter while transferring items to
the building, such as sampling materials, and one at outdoor break area for shelter.
9. Eliminate trench drains in the maintenance garage: approximate savings of $20,000. The
multiple trench drains in the garage bays would be consolidated into a single trench drain. The
multiple drain layout provides better localized draining conditions.
10. Eliminate vertical laminate ceiling in Administration Building lobby: approximate savings of
$12,000. This would provide a standard acoustic ceiling in lieu of the upgraded ceiling in the
lobby area. This treatment was added to provide architectural interest in the lobby area only of
the building.
11. Eliminate the fire alarm system in the Raw Wastewater and Grit Buildings: approximate savings
of $12,000. The alarm system was requested by staff but is not code-required.
151
12. Eliminate selected electrical manholes: approximate savings of $25,000. It may be possible to
reduce the number of electrical manholes, although this may make future electrical and controls
work more difficult.
13. Eliminate relocated and new telephone and paging equipment for the process buildings:
approximate savings of $50,000. This system is an important safety feature for operators working
alone in the facility. It is used when operators do not have cellular service inside the concrete
process buildings. Cellular signal boosting equipment could be investigated for buildings with
weak service, although this would reduce the actual cost savings.
14. Eliminate replacement of electrical distribution equipment and lighting in the Solids Contact
Basin Building that has exceeded its expected useful life: approximate savings of $75,000. This
would still need to happen in the near future; and while it would reduce the cost of the project, it
would not be expected to result in an overall savings to the Sewer Fund in the long term.
Staff and the consultant spent considerable effort during the design phase to eliminate
unnecessary items. All of the above items were incorporated into the design of the project for
specific reasons. Staff does not believe that there is a combination of these changes that would
amount to a significant enough change in the scope of the project to warrant rebidding.
However, some of these items may be appropriate for a change order following award. That
option is outlined in more detail below (Option 3).
The low bidder was asked if they saw any opportunity for meaningful cost reduction through redesign.
They commented that the design and construction sequencing all seemed reasonable, and they had no
suggestions to eliminate cost through redesign.
Option 2: Reject Bids and Construct as a Single Phased Project. This option would defer all work
for approximately five to seven years, and then completion of all nutrient reduction modifications
would become a single project. This could reduce some of the contractor's overhead by requiring only a
single mobilization.
This approach is not recommended by staff. The reason that the project was broken into multiple
phases is to provide short-term redundant treatment capacity for the existing trickling filters.
These trickling filter units are the workhorses of the current plant. They rely on a packing of
corrugated plastic sheeting. The manufacturer’s published life expectancy of the plastic sheeting
is 25 to 30 years. The filter media at WPCF has already been in service for 35 years. If this
nutrient reduction modifications project were to be delayed, the City would be at a heightened
risk for a failure of these essential treatment units. The estimated cost to repack the four filters is
between $12 and $15 million.
If the Phase 1 work were deferred until some future date, the City would also not gain the
additional treatment capacity the project will provide. Staff has met with a continual string of
potential industrial users interested in locating in the Prairie View Industrial Park, many of which are
requesting treatment capacity beyond what is currently available. The Phase 1 work will allow up to a
20% increase in the plant's wet weather hydraulic capacity, and up to a 40% increase in organic loading
capacity. These increases could be utilized for new industrial customers, which in turn could generate
new revenue that would help offset the increased debt service expense.
Option 3: Award a Contract and Enter into Change Order(s) to Reduce Costs . Some of the
options listed under Option 1B above could be incorporated into the project via change order without
152
the need to reject and rebid. Staff has intentionally refrained from attempting to negotiate with the low
bidder prior to an award being made in order to respect the competitive bidding approach.
There is already one change order item that has surfaced during the bid evaluation process that will
reduce the contract cost: Strand’s estimates for process equipment pricing were fairly accurate, as they
were able to get solid quotes from the manufacturer ’s representatives. However, as they reviewed the
bid pricing for specific pieces of equipment, they noticed one item where the cost was significantly
higher than they were expecting. After working with the bidder, it was identified that there was an
incorrect price transcribed by the supplier in the price sheet provided to the bidder. If the contract is
awarded, Woodruff has stated in writing that they are agreeable to a deductive change order of
$200,000 to correct that pricing.
Additionally, a fter reviewing the list presented under Option 1B above of possible items to be
eliminated under Option 1B, the City Manager recommends that staff work with the low bidder
after the award to obtain pricing for a change order to delete the following: 1) in-floor garage and
shop heating; 2) administration building exterior canopies; 3) the vertical laminate ceiling in the
administration building lobby, and 4) the fire alarm system (it was required in the existing raw
water pump station, but will not be required following changes made with the new construction).
Council should note that the $199,000 in total estimated savings from these four modifications are
the engineer’s estimates for potential savings (itemized in Option 1B, above), and not firm pricing
from the contractor. The ultimate decision as to whether to eliminate any or all of these four
items can be made once an actual cost proposal from the contractor has been received and
evaluated.
Option 4: Award a Contract and Adjust Other Utility Capital Projects to Offset the Cost
Increase. This option looks for opportunities to offset the increased debt service by reducing, delaying,
or eliminating other projects planned in the Capital Improvements Plan.
As shown in the FY 2024-2028 Capital Improvements Plan, the five-year projection for the Water
Pollution Control Facility was $58.403 million, with $52 million being designated for Phase 1 of the
nutrient reduction modifications. If every other project were to be eliminated, it would save $6.4
million; not enough to completely cover the additional cost of the nutrients project.
Table 4 shows all projects (in $ millions) that were incorporated into the most recent ten-year rate
projections presented to Council in April of this year:
Table 4.
Project Budgeted Amount
Nutrient Reduction Phase 1(does not include
prior year expenses)52.000
Replace Methane Generator 2 5.160
Watershed-based Nutrients
Note that the net savings would be $2.000, as
outside partners fund more than 60% of this
work
5.250
TSC Renovation (sewer portion of expense)2.244
Purchase Biosolids Land 1.600
FOG Receiving Station 1.384
153
Replace Emergency Generator 1.356
Clarifier Maintenance 0.750
Raw Pump Station Clear Well Cleaning 0.414
Overhaul Methane Generator 3 0.405
Renovate Northwood Lift Station 0.361
Replace Freel Drive Lift Station Pump & Controls 0.325
Replace Membrane Roofs 0.260
Replace Splitter Structure Gates/Vales 0.200
Switchgear Maintenance 0.199
Replace Generator Radiators 0.158
Maintenance on Buried Valves 0.100
Install Wireless Flow Monitoring & Lift Station
Controls 0.100
Replace Laboratory Atomic Absorption
Spectrophotometer 0.094
Replace Grain Storage Bin Controls 0.050
Over the past two years, a significant number of projects have been delayed or eliminated by both
Public Works and Water & Pollution Control to make room in the budget for the nutrient reduction
project. Nearly all the remaining projects are maintenance activities that are very likely to be needed
within the time frame they are planned for. The City Manager has identified two projects which could
be considered:
The Watershed-based Nutrient Reduction Modifications include installing land practices in the
watershed in and upstream of Ames. The Sewer Utility is “banking” the nutrient reduction
credits as a hedge against further future tightening of the nutrient discharge standards. The
projects also provide additional benefits such as: increased recreational opportunities, improved
habitat, and flood and drought mitigation (both of which depend on keeping water on the
landscape for longer). These projects are not a regulatory requirement and could be eliminated.
Approximately half the budget is dedicated to the Edge of Field project, where more than 60% of
the funding for the work shown in the CIP comes from outside funding partners. The City
Manager is recommending that the $100,000 per year budgeted for the Edge of Field
projects be retained, but the other $100,000 per year be eliminated from the budget moving
forward, resulting in a $1,000,000 savings to the Sewer Fund over the next ten years.
The other discretionary project is the renovation to the Technical Services Complex (TSC) that
houses the Water Meter and Laboratory Services Division. The project is shown in the CIP as a
part of the Water Production/Treatment program with funding coming from a Drinking Water
State Revolving Fund loan. The rate models for both water and sewer anticipated that the annual
debt service payments would be split evenly between the two funds. The estimate was
approximately $2.5 million for a renovation of the existing building, and $2 million for a building
addition.
The interior renovation of the building is intended to address peeling paint, cracked walls, stained
ceiling tiles, leaking windows, an aging HVAC system, and the addition of the elevator. The
building addition would provide better conference and training space, a more appropriately sized
breakroom, and a new IT closet for the staff housed in the TSC building. It would also permit the
154
existing breakroom and conference room to be repurposed into an office and a first aid room.
Because the project is non-regulatory in nature, the City Manager recommends that the
project be eliminated from the Capital Improvements Plan. Staff will evaluate how to address
the more urgent of these needs through the Department's operating budget in future years.
Option 5: Award the Contract and Implement an Additional Rate Increase to Offset the Higher
Debt Service. Staff has evaluated the magnitude of a rate increase that is likely to be required to cover
the increased debt service. Council is not being asked to consider any action on rates at this time.
The next round of rate recommendations will come in the late fall during the budget process as usual.
Staff is sharing this information now so that Council has an awareness of the potential rate
impacts.
Due to the time-value of money, the sooner an increase is implemented, the smaller the magnitude
of the increase that is needed. If an adjustment were to be made in July 2025, an additional rate
increase of 7% is needed to maintain the same ending fund balance at the end of the ten-year
projection. This timing keeps the percentage amount as low as possible over the next 10 years,
but it would also coincide with planned Water and Electric rate increases. Staff has evaluated
the overall magnitude of simultaneous increases of 9% in water, 7% in sewer, and 1.5% in
electric. For a median residential customer who uses 600 cubic feet of water and 600
kilowatt-hours of electricity, the overall increase in a monthly utility bill would be 4.26%.
For comparison, recent utility rate increases had the following net increase in the median
customer bill: 2022 - 1.23%; 2023 - 1.58%; 2024 - 1.48%. All were well below the
corresponding annual increase in the Consumer Price Index.
If there was a desire to defer the additional increase until FY 2027-2028 to give customers
additional notice, the increase would need to be 9%. This would still overlap planned water and
electric rate increases.
Staff has developed an alternate rate pattern that Council may find more desirable. Instead of
alternating water and sewer increases on an every-other-year pattern, rates for each utility could
be adjusted annually, beginning in FY 2025/26. This approach would have a minimal impact on
overall customer bills. If the watershed-based nutrient reduction CIP were to be reduced and the
TSC renovation project eliminated, the magnitude of the necessary rate increases could be
reduced further. Table 5, below, illustrates the pattern of alternating rate increases the Council has
previously been presented, alongside an alternative pattern of rate increases that are smaller but
applied each year:
Table 5.
Previously Presented Revised
Water
Rates Sewer Rates Combined Water
Rates Sewer Rates Combined
Current --7.00%7.00% --7.00%7.00%
FY
25/26 9.00%--9.00% 3.50%5.50%9.00%
FY
26/27 --9.00%9.00% 3.50%5.50%9.00%
FY
27/28 9.00%--9.00% 3.50%5.50%9.00%
155
FY
28/29 --9.00%9.00% 3.50%5.50%9.00%
FY
29/30 9.00%--9.00% 3.50%5.50%9.00%
FY
30/31 --9.00%9.00% 3.50%5.50%9.00%
FY
31/32 8.00%--8.00% 3.50%5.50%9.00%
FY
32/33 --9.00%9.00% 3.50%5.50%9.00%
FY
33/34 8.00%--8.00% 3.50%5.50%9.00%
FY
34/35 --9.00%9.00% 3.50%5.50%9.00%
Staff would need to complete more analysis to finalize the exact amounts necessary to increase
rates in future years, and would present that information as the Council considers each rate
increase.
As a point of reference, based on the annual statewide water and sewer rate surveys performed by
Ames staff, the current sewer and water rates in Ames are well below the statewide median. The
2023 sewer rate survey showed that Ames came in at the 26th percentile with 32 of the 44
responding utilities having higher rates than Ames. The 2023 water rate survey similarly showed
Ames at the 22nd percentile with 21 of the 28 responding utilities charging more than Ames.
Option 6: Hybrid Option. The most feasible alternative could be a combination of one or more of the
options presented above. For example, some elements could be deleted by change order and/or some
current CIP projects could be dropped, thereby softening the magnitude of rate increases that would be
needed.
PROJECT FINANCING: Should Council proceed with a contract award, staff would wor k with the
City’s financial advisor and bond counsel to initiate the Clean Water State Revolving Fund loan. As
has been done with previous SRF loans, the amount of the loan will be in excess of the actual amount
that is anticipated to be used. The City will only draw the necessary funding to finance the project
(never more than Council has authorized), and nothing above that amount will be drawn against the
loan.
ALTERNATIVES:
1. Award a contract to Woodruff Construction, Inc. of Ames, Iowa for the Water Pollution Control
Facility Nutrient Reduction Modifications Phase 1 project in the lump sum amount of
$53,370,000.
Included in this alternative is direction to staff from the City Council in accordance with
Option 6, to: A) Pursue reductions in the contract cost via change order(s); B) Adjust the
CIP to eliminate the TSC Building Renovation Project resulting in a $2,245,000 savings to
the Sewer Fund and a $2,245,000 savings to the Water Fund; C) Adjust the CIP to reduce
the Watershed-based Nutrient Reduction Program financed from the Sewer Fund from
$200,000 to $100,000 per year for the next ten years resulting in a $1,000,000 savings to the
156
Sewer Fund, and D) Present an alternate rate increase strategy to the City Council for
future consideration that involves smaller annual increases to each utility rather than
larger, alternating-year rate increases (as indicated in Table 6).
2. Determine that it is in the best interests of the City to award a contract to the other bidder.
3. Direct staff to pursue some alternate combination of options presented.
4. Reject all bids and provide direction to staff on the future of the project.
CITY MANAGER'S RECOMMENDED ACTION:
The design of the project was completed in accordance with the City Council-approved Facility Plan.
Following the City Council's Notice to Bidders on May 14, 2024, the work was competitively bid in
accordance with the City's Purchasing Policies and Procedures. Four addenda to the plans and
specifications were issued during the bidding window. Staff and the design professionals have reviewed
the bids received. Despite the bids exceeding the estimate by nearly 20%, staff has determined that
moving forward with an award is in the utility's best interests. Therefore, it is the recommendation of
the City Manager that the City Council approve Alternative No. 1, thereby awarding a contract
to Woodruff Construction, Inc. of Ames, Iowa for the Water Pollution Control Facility Nutrient
Reduction Modifications Phase 1 project in the lump sum amount of $53,370,000.
In addition, in order to mitigate the impact of this significant differential between the project cost as
compared to the budgeted amount, the City Manager is also recommending that:
Staff pursue reductions in the contract cost via change order(s) - currently estimated to be
approximately $399,000,
The CIP be adjusted to eliminate the TSC Building Renovation Project from the CIP, resulting in
a $2,244,000 savings to the Sewer Fund and a $2,244,000 savings to the Water Fund over the
next 20 years, and
The CIP be adjusted to reduce the Watershed-based Nutrient Reduction Program financed in the
Sewer Fund from $200,000 to $100,000 per year for the next ten years, resulting in a $1,000,000
savings to the Sewer Fund.
In addition, the previous estimates indicated that there would be a 0% increase in Sewer rates
and a 9% increase in Water rates in FY 2025/26. If the the contract is awarded and the two CIP
projects are modified as suggested above, staff will present a proposal for a combination of water
and sewer rates for FY 2025/26 that totals 9%, which would be the same total percentage increase
a customer would experience according to previous estimates provided to Council. This strategy
is outlined in greater detail in Table 5 in this report.
ATTACHMENT(S):
Ames.2024-089.BidTab.pdf
157
158
159
16
0
16
1
16
2
16
3
16
4
16
5
ITEM #:38
DATE:08-13-24
DEPT:W&PC
SUBJECT:FY 2022/23 STORY COUNTY EDGE OF FIELD PROJECT
COUNCIL ACTION FORM
BACKGROUND:
The Water Pollution Control (WPC) Facility is being converted to implement nutrient removal
treatment technology over a period of 20 years. Separate from the work that will occur at the
treatment plant, watershed-based improvements performed by the City can be “banked” as credit
toward any future, more stringent nutrient reduction regulations imposed on the WPC Facility.
On June 11, 2024, Council issued a Notice to Bidders for the FY 2022/23 Story County Edge of Field
Project. The project will install five saturated buffers and ten bioreactors that will intercept and treat 19
agricultural tile outlets. These practices allow for the natural removal of nitrogen from subsurface
drainage before it enters a stream or other surface waters. A single bid was received in response to the
Notice, and a copy of the bid tabulation is attached. The Engineer's estimate for the work was
$257,711. The lone bid received, at $374,228, was significantly higher (45%) than the estimate.
After conversations with other contractors who had expressed interest but did not submit a bid, staff
learned that they already had work lined up during the construction window allowed by the
specifications. They indicated they would be interested if the construction deadline were to be extended.
Staff has consulted with the two funding partners who will be sharing in the expense of the project.
Both Story County Conservation and the Iowa Department of Agriculture and Land Stewardship are
agreeable to rejecting the bid and reissuing a Notice to Bidders with an extended construction window.
Both partners have confirmed that the delay will not jeopardize their ability to participate in the project
expenses. As a result, staff is recommending that Council reject the bid received. Staff would then
bring a new bid package with a longer construction period to Council in the near future.
Should Council instead decide to award a contract to the sole bidder, the City's portion of the total
project costs would be $78,150. The funding would come from the Watershed Based Nutrient
Reduction capital improvements project budgeted at $200,000 per year, with $100,000 earmarked
specifically for edge of field projects. Adequate funding is available in that account to cover the City's
portion of the cost.
ALTERNATIVES:
1. Reject the bid and direct staff to return to Council with revised specifications to allow for a later
construction deadline.
2. Award a contract to On Track Construction LLC of Nevada, Iowa for the FY 2022/23 Story
County Edge of Field Project in the lump sum amount of $374,228.
CITY MANAGER'S RECOMMENDED ACTION:
After consulting with other interested contractors, staff believes there is a possibility to obtain
additional competitive bids for this project if the construction deadline were to be pushed further into
166
the future. Since having multiple bids helps ensure that the City is getting the best price for the work,
staff is optimistic that the new bids' prices will be lower than the single bid received. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above.
ATTACHMENT(S):
2024-195 FY22-23 Story County Edge of Field Project Bid Tabulation.pdf
167
CITY OF AMES, IOWA
amanda.moore@cityofames.org
BID NO. 2024-195
BIDDERS
On Track Construction LLC
Nevada, IA x x x $374,228.00
168
ITEM #:39
DATE:08-13-24
DEPT:P&H
SUBJECT:PUBLIC HEARING ON RESOLUTION APPROVING SUBMITTAL OF 2024-
2029 CONSOLIDATED PLAN AND 2024-2025 ANNUAL ACTION PLAN IN
CONNECTION WITH THE CITY'S COMMUNITY DEVELOPMENT (CDBG)
AND HOME PROGRAMS
COUNCIL ACTION FORM
BACKGROUND:
One major requirement in receiving the Community Development Block Grant (CDBG) funds is for the
City to submit a Consolidated Plan with a duration of 3-5 years to the federal Department of Housing
and Urban Development (HUD). The Consolidated Plan is the planning document (Comprehensive
Housing Affordability Strategy, or CHAS) for the jurisdiction. This plan requires detailed background
information on the community, derived both from census data and other comprehensive studies
performed for the community. City Council previously reviewed background data and draft goals for a
five-year plan at its April 9 meeting. Council directed staff to proceed with finalizing a draft Plan for
public comment and to return for final approval. Council is now asked to review and approve the
final draft 2024-2029 Five-Year Plan and the updated budget for the 2024-25 Annual Action Plan
for submittal to HUD on or by August 16, 2024.
The Plans must identify, over the selected period, the goals and priorities to address the housing and
community development needs of both low and moderate-income persons and non-low and moderate-
income persons. The City of Ames has selected the five-year period option to submit its Consolidated
Plan. The Action Plan is always a one-year plan approved annually. CDBG regulations require that the
City must now submit an updated five-year plan for the period from July 1, 2024 through June 30, 2029,
along with a 2024-25 Annual Action Plan, which will cover the period of July 1, 2024 through June 30,
2025.
The regulations require that the Consolidated and Action Plans be submitted for HUD’s approval within
45 days before the beginning of the program fiscal year, which is on or before May 17, 2024. Due to
the late notification of the City's 2024-25 funding allocation by HUD, staff requested and received
approval to submit the Plans on or before August 16, 2024, which is the latest statutory submittal
date.
Additionally, the regulations require that both proposed Plans be published for 30 days to allow for
citizen review of the proposed Consolidated Plan and Annual Action Plan project(s) for the utilization
of the funds. That occurred from July 9, 2024 to August 8, 2024 (see Attachment A- Executive
Summary). The City received two comments during the period (Attachment B). One comment focused
on the missing data regarding homelessness in the Plan, updating agency names and services provided,
along with informational edits. Staff discussed the issue with the commenter and the City's consultants
and the all of the comments were addressed.
The second comment letter does not suggest specific changes to the Plan but has general programming
and land use comments. Staff has responded to the commenter with specific information regarding past
and current programming that may address their comments.
Additionally, staff updated tables in the Public Housing section, along with making formatting and
169
grammatical updates throughout the Plans. These updates were published in a separate document
during the comment period. No changes to the conclusions, goals or priorities were part of the updated
portions of the Plan.
Preparation of the 2024-29 Five-Year Consolidated Plan and the required Fair Housing Impediments
Study, using both the ACS and the CHAS data, continued to identify the following top two as barriers
and needs of the community: 1) the cost of housing for lower income households for both renting and
home buying was #1 and 2) the supply of housing for lower income households for renting was #2. The
overview of this data was presented to Council at a February workshop.
Based on the information staff presented, on April 9, 2024 the City Council approved the proposed
2024-29 Consolidated Plan goals and priorities and approved the proposed 2024-25 Action Plan
projects to be placed for public comment as outlined below:
2024-29 Five-Year Consolidated Plan:
Attachment A i s the Executive Summary of the Plan that includes the: Executive Summary 2023
Fair Housing Impediments Study, the 2024 Limited English Proficiency Plan, the 2024 Citizen
Participation Plan, and the 2024 Neighborhood Revitalization Strategy Area Plan Update for
City Council review.
The full and complete documents will be located on the housing website at
www.cityofames.org/housing.
City Council directed staff to prepare goals for the Plan that utilize and leverage CDBG and
HOME Funds through “private, non-profit and public” partnerships to:
1. To create and expand sustainable, affordable housing for low and moderate-income households
through the following outcomes:
Increase the supply of single-family and multi-family housing in the Neighborhood Revitalization
Strategy Area (NRSA) and Citywide;
Reduce the cost burden for low-income households to access or maintain rental housing and/or
homeownership in the NRSA and citywide;
Strengthen neighborhoods by implementing housing programs and services, including acquiring,
demolishing, and rehabilitating housing units that support homeowners, homebuyers, and renters
in obtaining and remaining in affordable housing.
Strengthen neighborhoods by implementing programs that increase or improve public facilities,
infrastructure, and services in low and moderate-income census tracts.
2. To create and expand sustainable, affordable housing for NON-low-and moderate-income
households through the following outcomes:
Integrate affordable and market-rate residential developments;
Remove blight and deteriorated housing to reuse into new housing;
Support and address code enforcement of deteriorated housing;
Remove blight and deteriorated housing in floodplains and other hazardous areas.
Staff believes these goals are easily understood and broad enough to allow the flexibility and variety to
implement annual programs during the five-year period.
170
2024-25 Annual Action Plan:
At the April 9th City Council meeting, HUD had not announced the 2024 CDBG/HOME funding
allocations; therefore, staff presented a "proposed" project activities budget based on funding received
for 2023. The City was notified on May 18, 2024, of its new allocations of $534,122 for CDBG and
$256,483 for HOME, which were less than the amounts anticipated (original assumptions were
CDBG: $557,990, HOME: $273,500). Staff has modified the draft project budgets to reflect the
changes in funding. No projects are proposed to be eliminated; only the funding was adjusted to
reflect the reduced funding amounts. Attached is a table summarizing the proposed 2024-25
Annual Action Plan funding resources as described within the draft Action Plan.
ALTERNATIVES:
1. Approve the submittal of the proposed 2024-2029 Five-year Consolidated Plan and the proposed
2024-25 Annual Action Plan Activities, (that includes the Executive Summary 2023 Fair Housing
Impediments Study, the 2024 Limited English Proficiency Plan, 2024 Citizen Participation Plan,
and the 2024 Neighborhood Revitalization Strategy Area Update Plan) in connection with the
City’s Community Development Block Grant and HOME Programs.
2. Modify, then approve the submittal of the proposed 2024-2029 Five-year Consolidated Plan and
the proposed 2024-25 Annual Action Plan Activities, (that includes the Executive Summary 2023
Fair Housing Impediments Study, the 2024 Limited English Proficiency Plan, the 2024 Citizen
Participation Plan, and the 2024 Neighborhood Revitalization Strategy Area Update Plan) in
connection with the City’s Community Development Block Grant and HOME Programs.
CITY MANAGER'S RECOMMENDED ACTION:
These CDBG and HOME grant funds continues to provide the City a unique opportunity to use federal
funding to address local housing and community development priorities for the City of Ames. All of
these documents must be approved in order to utilize these funds over the five-year planning and
current fiscal year. The above priorities and programs will help accomplish both of these purposes.
Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1.
ATTACHMENT(S):
Action Plan Project Budget 24-25.xlsx
Attachment A-Executive Summary.pdf
Attachment B.pdf
171
# Project Name
1 General CDBG Program Administration-2024
2 Public Important Infrastructure Program (Sidewalk Repair Program)
3 Renter Affordability Program/DFMR
4 Single-family Housing Improvement Rehabilitation Program
5 Homebuyer Assistance Program
6 HOME Program General Administration-2024
7 HOME Tenant-Based Rental Assistance Program (TBRA)
8 HOME Single Family New Home Construction
172
CDBG 24-25 HOME 24-25 Other Rollover Total
106,824.00$ 106,824.00$
142,432.00$ 142,432.00$
142,433.00$ 142,433.00$
142,433.00$ 174,980.00$ 317,413.00$
246,196.00$ 246,196.00$
25,648.00$ 25,648.00$
50,000.00$ 150,000.00$ 200,000.00$
91,324.00$ 217,344.00$ 308,668.00$
173
ATTACHMENT A
PROPOSED/DRAFT
2024 -2029
COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) and HOME PROGRAMS
FIVE-YEAR CONSOLIDATED PLAN
AND
2024-25 ANNUAL ACTION PLAN
FOR HOUSING AND COMMUNITY DEVELOPMENT
CITY OF AMES
PLANNING AND HOUSING DEPARTMENT
515 CLARK AVE, ROOM 214
AMES, IA 50010
515-239-5400
515-239-5699-FAX
515-239-5133-TDD
WWW.CITYOFAMES.ORG/HOUSING
174
Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The plan development process included identifying priority needs, establishing goals to address the
needs, and then identifying projects to achieve the goals. Priority needs were determined through
analysis of data and an extensive public involvement process.
The goals set forth in this Strategic Plan are in keeping with the overall mission of HUD’s Community
Planning and Development (CPD) Programs: Community Development Block Grants (CDBG) and Home
Partnership Investment (HOME). The statutes for these programs set three primary goals for the
benefit of low‐, very low‐ and extremely low‐income persons: Provide Decent Housing, Provide a
Suitable Living Environment, and Create and/or Expanded Economic Opportunities.
The Ames Promise/ Vision
Ames, Iowa, continues to be a forward‐thinking community. As a city, we are committed to fostering
creativity and innovation at the forefront of the world's important issues that the Midwest is
uniquely positioned to address, including agriculture, veterinary medicine, sustainability,
development, diversity, education, and health care.
For those who want the charms and convenience of a small town with the opportunities and
amenities that come from a major university, Ames's position as an intelligent, progressive
community creates a city and a region where everyone has opportunities to discover and thrive.
Ames, Iowa, is the Smart Choice!
With this Promise/Vision in mind, the City of Ames has a long‐standing history of having as one of its
primary missions to identify, address, and implement solutions and programs that serve the needs of
the elderly, disabled, homeless, extremely low‐income, low‐income, and moderate‐income, and
families in its community. In identifying the needs, the City of Ames has continued to conduct and/or
partner in commissioning reports and studies to collect data to assist in determining the needs and
the actions that should be taken to address those needs.
2. Summary of the objectives and outcomes identified in the Plan Needs Assessment Overview
As part of the 2024‐2029 Consolidated Planning process, the City of Ames’s strategies for serving the
needs of homeless, extremely low‐income, low‐income, and moderate‐income families and households
are to continue seeking public input, continue investing resources in both physical and financial
resources, and continue implementing programs that will address the community’s priority needs.
With community participation, the following Priority Goal Objectives and Outcomes were derived:
175
Utilize and leverage CDBG and HOME Funds through “private, non-profit and public”
partnerships to:
1. To create and expand sustainable, affordable housing for low and moderate‐income
households through the following outcomes:
• Increase the supply of single‐family and multi‐family housing in the Neighborhood Revitalization
Strategy Area (NRSA) and Citywide;
• Reduce the cost burden for low‐income households to access or maintain rental housing and/or
homeownership in the NRSA and citywide;
Strengthen neighborhoods by implementing housing programs and services, including acquiring,
demolishing, and rehabilitating housing units that support homeowners, homebuyers, and
renters in obtaining and remaining in affordable housing.
• Strengthen neighborhoods by implementing programs that increase or improve public facilities,
infrastructure, and services in low and moderate‐income census tracts.
2. To create and expand sustainable, affordable housing for NON‐low‐and moderate‐income households
through the following outcomes:
• Integrate affordable and market‐rate residential developments;
• Remove blight and deteriorated housing to reuse into new housing;
• Support and address code enforcement of deteriorated housing;
• Remove blight and deteriorated housing in floodplains and other hazardous areas.
Based on the above Objectives, the following 2024‐25 Program activity outcomes for both CDBG and
HOME funds are being proposed. (SP35‐Consolidated Plan)
Anticipated Revenue Resources (SP35-Consolidated Plan)
REVISED DRAFT PROPOSED 2024-25 Action Plan Revenue Budget:
Subtotal CDBG $2,085,939
$2,307,229
Subtotal HOME $2,525,240
Grand Total CDBG, HOME, HOME-ARP $4,611,179
176
Proposed Action Plan Activities and Expenditures (AP-38 Consolidated Plan)
Project Name General CDBG Program Administration-2024
Target Area CITY‐WIDE
LOW‐INCOME CENSUS TRACT
State Avenue NRSA
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed General Program Administration of Action Plan and Staff
Funding CDBG: $106,824
Description Under this activity, the cost to administer the various 2023‐24 projects and any 2022‐23
roll‐over activities. This activity will include staff salaries and benefits.
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities.
HUD does not require the reporting of beneficiary data for planning and administration
activities. Without the planning and administration funds available to carry out required
planning, environmental, monitoring, and oversight activities, none of these activities
would be able to receive CDBG, HOME, and HOME‐ARP funds, and none of the
beneficiaries would be able to be served.
Location Description Overall day‐to‐day program administrative activities and expenses for CDBG through the
city limits.
Planned Activities Overall day‐to‐day program administrative activities and expenses for CDBG.
177
2 Project Name Homebuyer Assistance Program
Target Area State Avenue NRSA
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed Homebuyer Assistance
Funding Rollover CDBG: $246,196
Description Under this program, down payment and closing cost assistance will be available to first‐
time homebuyers at or below 80% of the AMI for homes built in the NRSA in the Baker
Subdivision.
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities.
It is anticipated that possibly 6 new first‐time homebuyers with incomes at or below 80% of
the Ames Area Median Income limits will be provided downpayment and closing cost
assistance for a newly constructed home in the NRSA Baker Subdivision in partnership with
Housing Developers and Financial Institutions.
Location Description Under this program, down payment and closing cost assistance will be available to first‐
time homebuyers at or below 80% of the AMI for homes built in the NRSA in the Baker
Subdivision.
Planned Activities The objective of this program is to provide financial assistance to qualified low‐ and
moderate‐income first‐time homebuyers with incomes at or below 80% of the AMI limits to
purchase newly constructed single‐family housing in the Baker Subdivision in the NRSA. The
overall goal of the Homebuyer Assistance Program is to allow low‐ and moderate‐income
households to gain access to housing and/or improve their housing status.
178
3 Project Name Renter Affordability Program/DFMR
Target Area CITY‐WIDE
Create & expand Affordable Housing for LMI Persons
Public Service Needs
CDBG: $142,433
Under this project will be used to provide Deposit and/or First‐month rent assistance to
households with annual incomes at 60% or less of the area median income limits within the
City of Ames.
6/30/2025
families that will benefit from the
proposed activities
50 LMI Households at 60% or less of Ames MSA
Funds under this project will be used to provide Deposit and/or First‐month rent assistance
to households with annual incomes at 50% or less of the area median income limits;
Activities under this program are to provide one‐time funding to households and/or
families with incomes at or below 60% of the Story County Median income limits by
assisting them with Security Deposits and/or First Month's rent.
Project Name Single-family Housing Improvement Rehabilitation Program
179
4 Target Area CITY‐WIDE
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed Homeowner Housing Sustainability
Funding CDBG: 2024‐25 ‐$142,433; 2023‐24 Rollover: $174,980
Description The Housing Improvement Program's objective will be to provide financial
assistance to qualified low‐ and moderate‐income single‐family homeowners at or
below 80% of the area's median income limits to improve the physical condition of
their single‐family homes in residential zoned areas. The overall goal of the
Housing Improvement Program is to allow qualified low‐ and moderate‐income
households to reside in decent, safe, and sanitary housing that will enhance
neighborhood sustainability.
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities.
During the program year, 12 households with incomes at or below 80% of the
Ames Median Income Limits are anticipated to be assisted.
Location Description This activity will be available to households living within the City limits of Ames.
Planned Activities The Housing Improvement Program's objective will be to provide financial
assistance to qualified low‐ and moderate‐income single‐family homeowners at or
below 80% of the area's median income limits to improve the physical condition of
their single‐family homes in residentially zoned areas. The overall goal of the
Single‐family Housing Rehabilitation Improvement Program is to allow qualified
low‐ and moderate‐income homeowners to reside in decent, safe, and sanitary
housing that will enhance neighborhood sustainability.
180
Project Name Public Infrastructure Neighborhood Improvements Program (Sidewalk Repair
Program)-
Target Area LMI Census Tracts and/or City‐wide
Goals Supported Addressing the Needs of Non‐LMI Persons
Needs Addressed Deteriorated public infrastructure sidewalks
Funding CDBG-$142,432
Description Under this activity, CDBG funds would be used to replace approximately
deteriorated sidewalks city‐wide and in LMI Census tracts.
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities.
There are over 500 deteriorated sidewalks that have been reported, of which 33%
are located in LMI Census Tracts.
181
6 Project Name HOME Program General Administration
Target Area CITY‐WIDE
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed General Program Administration and Implementation
Funding $25,648
Description Under this activity, the HOME Program's activities, including salaries,
benefits, contractual expenses, commodities, etc., will be
administered.
Target Date 6/30/2025
Estimate the number and type of families that
will benefit from the proposed activities.
HUD does not require the reporting of beneficiary data for planning
and administration activities. Without the planning and
administration funds available to carry out required planning,
environmental, monitoring, and oversight activities, none of these
activities would be able to receive CDBG, HOME, and HOME‐
ARP funds, and none of the beneficiaries would be able to be served.
Location Description Under this activity, the cost to administer the various 2024‐25
projects and any roll‐over activities will be included, as will staff
salaries and benefits.
Planned Activities Overall day‐to‐day program administrative activities and expenses
for HOME
182
7 Project Name HOME- Tenant-Based Rental Assistance Program (TBRA)
Target Area Citywide
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed Monthly Rental Assistance
Funding HOME: 2024-$50,000; 2023-$150,000
Description Under this program activity, monthly rental assistance will be
provided to homeless people and/or households earning 30% or less
of the Ames Income Limits for a limited period of time, not to
exceed 12‐18 months.
Target Date 06/30/2025
Estimate the number and type of families that
will benefit from the proposed activities.
It is anticipated that approximately 3‐5 families or individuals could
qualify for rental assistance for a period not exceeding 12 months.
Location Description City limits of Ames
183
8 Project Name HOME Single New Home Construction
Target Area State Avenue NRSA—West Ames
Goals Supported Create & expand Affordable Housing for LMI Persons
Needs Addressed New Single‐Family Home Construction for LMI First‐time Homebuyers
Funding HOME:2024-24: $142,363; 2023-24: $86,324; 2022-23-$131,110
Rollover Funds
Description Under this activity, a new single‐family home will be constructed for
an LMI household.
Target Date 06/30/2025
Estimate the number and type of families
that will benefit from the proposed
activities.
It is anticipated that one (1) household will be assisted.
Location Description Baker Subdivision,
Planned Activities New Home Construction
184
The rationale for determining the above priority objectives and outcomes are as follows:
• As reported in the 2023‐24 update to the Fair Housing Impediments Study, the ACS and the CHAS data
continue to identify the following top two as barriers and needs of the community: 1) the cost of
housing for lower‐income households for both renting and home buying. 2) the supply of housing for
lower‐income households for renting. The major difference from the 2019‐23 data is that the cost of
housing is now back #1, and the availability of housing is now #2.
• The proposed project activities are consistent with the 2024‐29 Draft Consolidated Plan goals and
address the following two barriers that were outlined above.
• The proposed project activities are consistent with the needs outlined in the Comprehensive Housing
Affordability Strategy (CHAS) Data, American Community Survey (ACS) and
• All of the activities proposed would be of 100% benefit to low‐ and moderate‐income persons.
Additionally, these objectives and outcomes will have the most positive impact on addressing the needs
of homeless, extremely low‐, low‐, and moderate‐income households in the community and will be the
area of focus anticipated for the Annual Action Plans over the next five (5) years in utilizing CDBG, HOME,
and other local and/or state funds to address these objectives and outcomes.
Therefore, we are confident that the development of this 2024‐29 Five‐Year Strategic Plan document for
the City of Ames is a comprehensive, unified, cohesive vision of the strengths, gaps, and challenges of the
community's needs. It will serve as a tool to coordinate housing, community, and economic development
activities for the next five years, starting July 1, 2024, through June 30, 2029.
3. Evaluation of past performance
The preparation of the 2024‐29 Five‐Year Consolidated Plan will begin the City’s fifth 5‐year period as an
Entitlement Community. Based on reviews and monitoring by the HUD Area Field Office of the City’s
performance over the last twenty years, the City has been very successful in not only meeting the
regulatory and statutory requirements of the CBDG programs but also, more specifically, the timely
expenditures of funds within the required time period. Through the administration of the various housing,
public service, public infrastructure, and public facility activities implemented, the City has achieved a 100%
cumulative benefit to low‐ and moderate‐income persons for each of the four 5–year periods, which
exceeds the regulatory standard of 70%. Additionally, as a result of four CDBG & HOME Program monitoring
reviews by HUD, the City had no major or significant findings or concerns.
4. Summary of citizen participation process and consultation process
The City of Ames has a Citizen Participation Plan detailing public involvement. The Plan is available at
www.cityofames.org/housing. Public participation is an ongoing process in preparation for the
Consolidated or Action Plans and as an ongoing part of the City of Ames’s commitment to solicit community
involvement and participation.
185
Prior to the required public hearings, the public is encouraged to participate in public forums each year to
be educated about the program and to give input on the activities being proposed to address the
community's needs. Human service agencies, neighborhood associations, non‐profit housing providers,
Section 8 participants, faith‐based organizations, and other community groups and businesses receive
direct mailings inviting them to attend these public forums. This is in addition to ads in the newspaper,
press releases, Facebook postings, and Twitter announcements.
For the preparation of the 2024‐29 Five‐Year Consolidated Plan and Action Plan process, City Council
members want to continue to be more involved in the early stages of the process to become more
educated about the program and have a more hands‐on involvement with citizens. This process involved
conducting public forums consisting of an overview of the CDBG Program, the Consolidated and Action
Plan format, and the history of the City’s use of the funds. From there, small breakout groups were formed,
and the City Council members facilitated discussions with citizen participants about the program, needs,
concerns, and future use of the funds. From there, the small groups were then reconvened into large
groups, and each group shared their project ideas for consideration. This format was utilized for both the
Consolidated and Action Plans. Over 20 citizens from non‐profit organizations, neighborhood associations,
faith‐based organizations, students, county, and other area organizations attend the sessions.
In conjunction with preparing for the 5‐year Consolidated Plan process, the staff also updated its Analysis
Impediments to Fair Housing Study, which involved citizen input. Additionally, surveys were conducted
with housing producers/providers and housing consumers, and the Iowa State Student population was
included for the second time. The other four groups of respondents were a) housing producers/providers,
b) renters, c) homeowners, and d) subsidized housing renters.
5. Summary of public comments
The official 30‐day public comment period began on Tuesday, July 9, 2024, and ended on Thursday,
August 8, 2024 (at midnight). Any comment received during the comment period or at the public hearing
will be included in this section.
6. Summary of comments or views not accepted and the reasons for not accepting them
All comments will be received and shared.
7. Summary
Below is a summary of the major areas addressed in the Strategic Plan for the City of Ames based on the data
from the 2013‐2017 American Community Survey (ACS) data, the 2011‐2015Comprehensive Housing
Affordability Strategy (CHAS) data supplied by HUD, intensive public input, 2019 Impediments to Fair Housing
Analysis Study, area human service agencies, ASSET, City Departments, the State of Iowa, and other market
analyses and influences.
186
Geographic Priorities
The City of Ames will focus its CDBG/HOME resources on a Neighborhood Revitalization Strategy Area (NSRA),
Low‐Moderate Income Census Tracts, and a City‐wide approach. The majority of the determined benefits will
be based on individual income eligibility, low—and moderate‐income limited clientele benefits, and low—and
moderate‐area benefits (based on census tracts containing concentrations of 51% or more low—to moderate‐
income persons, as established by HUD), except for those census tracts that have Iowa State University
student housing units.
Priority Needs
The City of Ames has identified affordable housing and public infrastructure improvements as priorities for
the next five years. High priorities for fiscal year 2024‐25 include developing and maintaining affordable
housing for homeowners and renters.
Influence of Market Conditions
The high cost and lack of available housing units and land continue to be the biggest influences on market
conditions in the city of Ames.
In addition to the objectives, outcomes, and barriers addressed throughout this Strategic Plan, one additional
area that should be noted is that there exists a continual reduction in funding at the federal (CDBG, HOME,
etc.) level. The City’s initial CDBG allocation in 2004‐05 was $589,000. The City’s CDBG allocation for 2024‐25
is $534,122, which is still approximately $54,808 less than what was allocated in 2004. Although the City has
qualified for HOME funds, beginning in 2018 at $750,000, the 2024‐25 allocation is $256,483 (a $4935,517
decrease). Meanwhile, the City’s population and number of households have steadily increased since 2004
(50,731) now in 2023 (67,184); therefore, in order to have a greater impact on the needs of the homeless,
chronic homeless, extremely low‐, very low‐ and low‐ and moderate‐income households, there must be a
continued effort of additional funding from all community resources (local and state) allocated: HUD
programs, unfortunately, cannot do it all.
187
Executive Summary
2023/2024
ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
CITY OF AMES
PLANNING AND HOUSING DEPARTMENT
515 CLARK AVE
AMES, IA 50010
515-239-5400
CONDUCTED IN COOPERATION WITH
INSTITUTE FOR DESIGN RESEARCH AND OUTREACH (IDRO),
IOWA STATE UNIVERSITY
A PROJECT OF THE CITY OF AMES
HOUSING DIVISION, COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG)
AND HOME PROGRAMS, AMES, IOWA
Research Team:
Nora Ladjahasan, Iowa State University
Vanessa Baker-Latimer, City of Ames Planning and Housing Department
Report produced by Iowa State University
Institute for Design Research and Outreach (IDRO)
Nora Ladjahasan, Research Scientist III
Institute for Design Research and Outreach (IDRO)
Eli Wilson, Program Coordinator I
If you have questions regarding this study or other services, please contact us at
515-294-0734 or nading@iastate.edu.
188
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 2
Section 1 . Definition of Terms, Purpose, Methodology & Executive
Summary
Definition of Terms
The data used in this report came from different sources. To have consistent understanding
of the terms and acronyms their corresponding definitions are listed below.
(1) Family
The Census designation of family and households is used in this report. “A family is a
group of two people or more (one of whom is the householder) related by birth, marriage,
or adoption and residing together; all such people (including related subfamily members)
are considered as members of one family” (U.S. Census Bureau,
https://www.census.gov/programs-surveys/cps/technical-documentation/subject-
definitions.html#family
(2) Households
A household consists of all the people who occupy a housing unit. A house, an
apartment or other group of rooms, or a single room, is regarded as a housing unit when
it is occupied or intended for occupancy as separate living quarters; that is, when the
occupants do not live with any other persons in the structure and there is direct access
from the outside or through a common hall.
A household includes the related family members and all the unrelated people, if any,
such as lodgers, foster children, wards, or employees who share the housing unit. A
person living alone in a housing unit, or a group of unrelated people sharing a housing
unit such as partners or roomers, is also counted as a household. The count of
households excludes group quarters. There are two major categories of households,
"family" and "nonfamily" (U.S. Census Bureau, https://www.census.gov/programs-
surveys/cps/technical-documentation/subject-definitions.html#family.
(3) Household income categories
Definitions of household income categories are adopted from the Community Development
Block Grant (CDBG) program from U.S. Department of Housing and Urban Development
(HUD). Three income levels are defined as follows.
• Extremely low income: 0-30% of area median income,
• Low income: >30-50% of area median income, and
• Moderate income: >50-80% of area median income.
189
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 3
(4) The CHAS data
The CHAS data (Comprehensive Housing Affordability Strategy) refer to a set of data from
U.S. Census Bureau that is specially tabulated for HUD and not available through standard
Census products. CHAS data demonstrates the number of households in need of housing
assistance. This is estimated by the number of households that have certain housing
problems and have income low enough to qualify for HUD’s programs (primarily 30, 50,
and 80 percent of median income. In addition to estimating low-income housing needs, the
CHAS data contribute to a more comprehensive market analysis by documenting issues like
lead paint risks, "affordability mismatch," and the interaction of affordability with variables
like age of homes, number of bedrooms, and type of building (HUD,
http://www.huduser.org/portal/datasets/cp/CHAS/bg_chas.html).
(5) HAMFI
HAMFI stands for HUD area median family income. This is the median family income
calculated by HUD for each jurisdiction, in order to determine Fair Market Rents (FMRs)
and income limits for HUD programs (HUD,
http://www.huduser.org/portal/datasets/cp/CHAS/bg_chas.html)
(6) The American Community Survey (ACS) data
The American Community Survey is an ongoing nationwide survey conducted by the U.S.
Census Bureau every year to provide communities the current information they need to plan
investments and services. It is designed to provide communities with reliable and timely
demographic, housing, social, and economic data every year (U.S. Census Bureau,
https://www.census.gov/acs/www/Downloads/ACS_Information_Guide.pdf).
Introduction
As a Community Development Block Grant (CDBG) Program Entitlement Community,
the City of Ames is required by the U.S. Department of Housing and Urban Development
(HUD) to conduct an analysis of impediments to fair housing choice at least once during the
City’s 5- Year Consolidated Plan period. This Analysis of Impediments to Fair Housing
Choice, 2019 is an update of the study done in 2014.
This analysis was conducted by the City of Ames Planning and Housing Department
together with Institute for Design Research and Outreach (IDRO), College of Design, Iowa
State University. As an update of the 2014 analysis of impediments to fair housing choice, this
analysis includes some of the responses found in 2014 survey to determine if those identified
impediments and barriers still exist in Ames.
190
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 4
II. Purpose of the Study
The primary purpose of the analysis is to identify the impediments or barriers, if any, that
the citizens of Ames have in securing safe, decent and affordable housing within the
jurisdiction of the City. Special attention was given to fair housing impediments identified in
the 2014 and 2019 studies.
Thus, most of the questions or issues were patterned after the 2019 study. Information
contained in the analysis is then utilized to establish recommendations to address the
impediments found.
Methodology
This analysis uses both qualitative and quantitative research methods. The timing of
data gathering process for the Consolidated Plan prompted the use of different sources of
secondary data related to housing. The local housing statistics and information came from the
census data specifically 2018-2022 American Community Survey (conducted by the U.S.
Census Bureau), the 2016-2020 CHAS data, Bureau of Labor and Statistics, Iowa Workforce
Development - Iowa's Employment Security Agency, and other local agencies. Along with
the analysis, using secondary data, questionnaire surveys were conducted to examine a
variety of local housing issues and secure the opinions and experiences of the citizens of the
community.
The big section of this report is the result of the surveys conducted to both housing
producers/providers and housing consumers. The two main of respondents were 1) housing
producers/providers such as realtors, lenders, housing service providers and property
managers, and 2) housing consumers such general renters, homeowners, subsidized housing
renters, and Iowa State students.
The questionnaires were finalized in October, 2023 and were approved by Iowa State
University's Institutional Review Board (IRB). ISU requires that all surveys that involve
human beings be reviewed by this office.
The lists of prospective respondents were taken from several sources. The housing
provider/producer list was from different websites that provide housing to Ames residents.
This group included local social services and non-profit housing providers, realtors, housing
developers, landlords, property managers, and various governmental agencies involved in
housing and local financial institutions. Out of the 663 identified housing
providers/producers, 96 respondents completed the survey.
On the housing consumer side, the list of renters was obtained from the City of Ames
utilities database. Due to GIS capability of the city a separate list of renters and homeowners
were obtained. An additional list of new homeowners was obtained from the assessor’s office.
191
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 5
A total of 9,855 general renters were identified, geocoded to have a stratified random
sampling, and 1010 were randomly selected to be respondents. Among them, only 11 general
renters voluntarily participated in this survey.
Homeowners respondents were new Ames homeowners who purchased their houses
from 2010-present. This list was provided by the city assessor’s office. Of these, 24
completed the survey.
Subsidized housing renters were tenants in the HUD Section 8 Voucher Program,
tenants in the HUD assisted low-income housing complex (i.e. Eastwood, Keystone,
Stonehaven, other), and tenants in low-income tax-credit housing (i.e. Laverne, Windsor
Pointe, etc.). This group was identified by the city’s Planning and Housing Department. A
total of 82 subsidized housing renters completed the survey.
An online survey using Qualtrics program, was used for following groups: housing
producers/providers, renters and homeowners. Since the list obtained from the city did not
have email addresses, a postcard containing the link to the survey was sent by the City of
Ames Planning and Housing Department to general renters and homeowners. However, an
email invitation was sent directly to the housing producer/provider group by persons
maintaining the database for these groups. The questionnaire was mailed directly to the
subsidized housing renters to accommodate any issues related to internet access, physical,
and/or mental disabilities in accessing the online survey. The ISU student survey was
emailed to the students using Qualtrics flatform. The list of Fall 2023 registered students
came from Iowa State University registrar’s office. A random selection was done. Out of
1,000 randomly selected students, 143students completed the survey. The survey was open
for almost three months to increase the response rate. Follow-up emails were sent to those
who has available email addresses.
To determine how many samples are needed, a formula located at
https://www.calculator.net/sample-size-calculator.html was used. That formula suggested a
certain number of completed surveys needed to adequately generalize the findings to a
population, based on a 95% confidence level and confidence interval of 5. A 95% confidence
level and confidence interval of 5 means that researchers can be 95% confident that the
responses to the questions are within 5% of the results that would be obtained if everybody
participated. For example, if 60% of the respondents agreed with a particular statement,
researchers could state that they were 95% confident that 55% to 65% of the general
population would agree with the statement.
The desired sample size was not achieved. A grand total of 305 surveys were completed
(260 housing consumers and 45 housing providers). The desired sample size was 370. The
overall response rate for this survey is 12%. (See Table 1 for response rates).
192
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 6
Table 1 Sampling and response rate
Table 2 shows the comparison of methodology used in both 2014, 2019 versus 2023.
There were more completed surveys in 2019 compared to 2023 (325 and 305, respectively).
A stratified random sampling was used in 2023 to make sure that the five groups of
respondents were well represented. The online surveys were strictly directed to the intended
prospective respondents (invitation postcard indicating the link to the survey was sent
directly to the randomly selected respondents).
193
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 7
Table 2. Methodology used, 2014, 2019 vs. 2023
2014 & 2019 2023
A. Producer/provider
1. Realtors Online survey Online survey from
MLS membership
B. Housing Consumers
2019
2014; 1 listening session
and elderly focus group in
194
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 8
Description of Group Respondents
This statistical report summarizes results from 296 respondents who returned usable
questionnaires, including 11 general renters, 82 subsidized housing renters, 143 ISU
students, 24 homeowners and 36 housing providers/producers (specifically realtors). Due to
small number of completed surveys from low-income providers (n=2), lenders (n=5), and
housing service providers (n=2), their responses were not included in the analysis due to
confidentiality issue.
Executive Summary
Demographic Characteristics of Housing Consumers
This analysis was done separately for housing consumers (renters, subsidized housing
renters, homeowners and ISU students) and housing producers/providers.
• Gender - Among the 260 housing consumers, 48% were female and 52% were
male. There were significantly more women among subsidized housing renters than
among homeowners and renters.
• Age - Renters were much younger than homeowners.
• Marital status - Majority of the renters were single whereas 83% of homeowners
were married.
• Race - In terms of race/ethnicity, most of the respondents were of
white/European- American descent. However, there were more minorities among
Group Description of Group
A. Producer/Provider
1. Realtor Realtor, appraiser, broker, MLS staff and
administrative personnel
2. Low-income Rental Manager Low income Owner; Low income Manager
3. Developer Developer
4. Lender Financial Institution
5. Housing service provider Housing service provider (rental assistance, emergency
shelter, emergency rental assistance, counseling
service, food assistance, transportation assistance,
etc.)
B. Housing Consumers
6. General Renter General Renter
7. Subsidized Housing Renter Tenant in the HUD Section 8 Voucher Program; tenant
in low-income housing complex (i.e. Eastwood,
Keystone, Stonehaven, other); tenant in low-income
tax-credit housing (Laverne, Windsor Pointe, others)
8.Homeowner Owner-occupied housing
9. ISU student ISU student except freshman
195
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 9
the subsidized housing renters compared to homeowners and renters.
• Household Income - Unsurprisingly, homeowners had the highest household
income, followed by general renters, subsidized housing renters, and then by ISU
students.
• Residency in Ames – On average, subsidized housing renters have lived longer in
Ames compared with general renters and students. General renters and students
seem to move more frequently than subsidized housing renters.
• Type of rental housing – The majority of the renters (general renter, subsidized
renter and students) lived in multiple unit apartment buildings.
• Programs for subsidized rental recipients - For the subsidized housing renters,
about half (53%) were tenants in the HUD Section 8 Voucher Program, 25% were
tenants in low-income tax-credit housing and the other 17% were tenants in a
HUD assisted low-income complex.
• Type of homeownership - For homeowners, 75% lived in an owner- occupied
detached single family dwellings.
Characteristics of Housing Producer/Provider
• Housing producer role in housing - The housing producer/provider group was
represented by 80% realtors, 11% lenders and 4% housing providers and local
housing services providers, respectively.
196
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 10
Housing Issues
• Housing satisfaction - Homeowners generally had higher satisfaction levels
compared to renters and subsidized housing renters. While general renters had lower
satisfaction level on cost, overall condition, and amenities compared to homeowners,
subsidized housing renters were satisfied with all of the housing features
• Transportation access - The vast majority of housing consumers stated that they
had reasonable access to the public transportation system (both distance to bus
stop and adequate frequency)
• Housing discrimination - Housing discrimination is not a major issue in Ames as
perceived by both housing consumers and housing producers/providers.
• Housing areas of concern in the provision of housing. This question was
exclusively asked to the housing producers/providers only. Out of the 12 identified
areas of concern, only two issues were considered as areas of concern: “building
codes/zoning regulations” and “near homelessness/homelessness”. Average ratings range
from 3.0 to 3.3. These are very different from 2019 study wherein the areas of concerns
identified were “discrimination” and “substandard living conditions”)
• . Housing Barrier - The analysis of the 2023 Fair Housing Choice survey results
indicate that there were few, if any, serious barriers to fair housing choice in the
City of Ames. To determine if a certain housing issue was considered a barrier,
the following criteria were used: mean value of 3.5 & higher, and median of 4.0 &
higher. Percent distribution of 50% and higher on “agree” and “strongly agree”
responses was also considered.
o For owning a house
a) As perceived by housing producers/providers
• Cost of housing (1st)
• Restrictive zoning/building codes (2nd)
o For renting
a) As perceived by general renters- four barriers identified
• Cost of housing (1st)
• Lack of available, decent rental units in an affordable price
range (2nd)
• Cost of utilities (3rd)
• Excessive rental deposit (4th)
197
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 15
b) As perceived by subsidized housing renters – four barriers identified
• Lack of available, decent rental units in an affordable price
range (1st),
• Excessive rental deposit (2nd),
• Excessive application fees (3rd)
• Cost of housing (4th)
• Lack of knowledge of hoe tp file a fair housing complaint (5th)
• Cost of utilities (6th)
b) As perceived by ISU students– four barriers identified
• Cost of housing (1st)
• Lack of available, decent r), rental units in an affordable price
range (2nd)
• Excessive rental deposit (3rd)
c) As perceived by housing producers/providers – top two barriers
identified
• Restrictive zoning/building codes (1st)
• Job status (2nd)
• Lack of available decent rental units is affordable price ranges
(3rd)
• Lack of knowledge about tenant responsibilities (4th)
• Lack of knowledge of hoe tp file a fair housing complaint (4th)
• Comparison between 2014, 2019 vs. 2023 barriers to housing
a) For homeowners, cost of housing was identified to be the 1st and only barrier
to fair housing choice for 2023). Housing costs include mortgage payments,
property taxes, homeowner’s insurance, condo fees, and basic utilities.
b) As perceived by renters:
• Cost of housing
• 1st housing impediment for general renters and
subsidized renter for all three years; 2nd for ISU
student for 2019 and 2023
• Lack of available decent rental units in affordable price ranges
• by general renters and ISU student for 2019 and 2023;
but 1st by subsidized renters for the 3 years
198
Analysis of Impediments to Fair Housing Choice, 2023-24 Page 16
• Excessive rental deposits
• 2nd, 3rd and 4th barriers by subsidized renter, ISU
student and general renters, respectively
• Cost of utilities
• 3rd barrier for general renter and 6th by subsidized
renter for 2023
The matrix below shows if the barriers identified in 2014 and 2019 surveys still exist at
the present (2023). It also shows the new identified barriers. To be able to compare it with
2014, only the top four barriers are shown in the table.
199
200
1
LANGUAGE COMMUNICATION GUIDELINES
1-A. POLICY STATEMENT
It is the policy of the City of Ames to take reasonable steps to provide meaningful access to its programs
and activities for persons with Limited English Proficiency (LEP). The City of Ames’s policy is to ensure
that staff will communicate effectively with LEP individuals and that LEP individuals will have access to
important programs and information. The City of Ames is committed to complying with federal
requirements Title VI of the Civil Rights Act of 1964 in providing free meaningful access to its programs
and activities for LEP persons.
The City of Ames, in receiving federal funds from various federal agencies, will take affirmative steps
to communicate with people who need services or information in a language other than English. For
the purposes of this Policy, LEP persons are citizen’s households who are eligible to participate and/or
benefit from the various federally funded programs administered by the various City Departments (e.g.
Planning & Housing (CDBG Funds); Public Works (DOT Funds); Police (Homeland Security funds);
Fleet and Facilities (Department of Energy funds) Water and Pollution Control (Environmental
Protection Agency) and others that may receive funds in the future. Cy-Ride (Transportation funds) are
not covered under this LAP; Cy-Ride is required to conduct its own specific LAP in accordance with
their funding federal agency.
1-B. DEFINITIONS
Beneficiary: The ultimate consumer of HUD programs and receives benefits from a HUD
Recipient or Sub-recipient.
Limited English Proficient Person (LEP): Individuals who do not speak English as their primary
language and who have a limited ability to read, write, speak, or understand English because of
national origin.
Language Assistance Plan (LAP): A written implementation plan that addresses the identified needs
of the LEP persons served.
Recipient: Any political subdivision of the State of Iowa or an eligible nonprofit organization to whom
Federal financial assistance is extended for any program or activity or who otherwise participates
in carrying out such program or activity, including any successor, assign or transferee thereof, but
such term does not include any Beneficiary under any such
program.
Sub-recipient: Any public or private agency, institution, organization, or other entity to whom
Federal financial assistance is extended through another Recipient for any program or activity or who
otherwise participates in carrying out such program or activity, but such term does not include any
Beneficiary under any such program.
Vital Document: Any document that is critical for ensuring meaningful access to the Recipient’s
major activities and programs by Beneficiaries generally and LEP persons specifically.
201
2
2-B. ASSESSING NEED FOR PROGRAM ACCESS:
The City has conducted an updated Four Factor Analysis (FFA) based on the most current data
available using the 2022 American Community Survey (ACS) 5-year Estimate, “Language spoken at
home by ability to Speak English for population 5 years and over”. The analysis was done on February
6, 2024.
This Four Factor Analysis is the first step in providing meaningful access to federally funded
programs for LEP persons. The Four Factor Analysis completed by the City of Ames addresses
the following:
1. The number or proportion of LEP persons eligible to be serviced or likely to be
encountered by the City of Ames;
2. The frequency with which LEP persons using a particular language come in contact
with the City of Ames;
3. The nature and importance of the City of Ames program or activity provided to the
individual’s life; and
4. The resources available to the City of Ames, and costs associated with providing
LEP services.
Each City Department that receives federal funding will review the Four Factor Analysis (FAA) to
determine the need for program access for LEP persons based on the program and/or project being
administered, as outlined above.
The data used in the FFA is from the 2022 American Community Survey (ACS) 5-year Estimate. The
ACS data revealed that 0.69 percent of the total population (5 years and older) in the City of Ames do
not speak English as their primary language and have a limited ability to read, write, speak, or
understand English. This percentage does not meet the threshold that would require the City to develop
a specific Language Assistance Policy (LAP). However, the Spanish-speaking group has 14.43% who
speak English less than “very well” (n=167). Also, 5% of the Asian/Pacific Island language speakers
speak English less than “very well” (n=236). Based on safe harbors for LEP persons, the city must
translate written documents for groups that are at least 5% of the eligible population, or 1,000 persons,
whichever is less.
The City being a proactive and a responsive government is creating Language Communication
Guidelines for Limited English Proficiency (LEP) persons to access services and programs provided
by the City of Ames.
3-C. The City of Ames’ LANGUAGE COMMUNICATION GUIDELINES (LCG)
The City of Ames has established the following Language Communication Guidelines for Limited
English Proficiency (LEP) persons to ensure compliance with the various Federal agencies regulations
and Executive Order 13166 issued by President Clinton in 2000 along with subsequent guidance under
Title VI of the Civil Rights Act of 1964. Under these requirements and guides, the City of Ames must
202
3
take reasonable steps to ensure meaningful access to their programs and activities by persons with
Limited English Proficiency (LEP).
4-D. SAFE HARBORS
In accordance with the safe harbors for LEP persons, the cities must translate written documents for
groups that are at least 5% of the eligible population, or 1,000 persons, whichever is less.
If there are fewer than 50 persons in a language group that reaches the 5% trigger above, cities are
not required to translate the vital written materials but should provide written notice in the primary
language of the LEP group of the right to receive a competent oral interpretation of those written
materials, free of cost.
DOCUMENT TRANSLATION
a. The City of Ames seeks to make available all translated documents made available by the
various federal agencies providing funding to the City.
b. As necessary, per the results of the above analysis, the City of Ames may continue to offer
documents in other languages as the analysis above reveals is necessary and/or upon a
reasonable request from the Agency’s customers or service providers serving our mutual
customers.
c. The City of Ames will evaluate the need for posting announcements in the most common
languages encountered.
CURRENT RESOURCES OFFERED:
The City of Ames currently offers the following resources to ensure access to LEP persons:
1. Oral Interpretation Service –
The City of Ames offers the Language Line Interpretation Service. If there is a non-English
speaking individual that comes into a city department, staff can show them the brochure for the
Language Line Interpretation Service and have them select the language that they understand
(the languages are written in both the native language and in English). Staff members can call
the Language Interpretation Service and asks for the appropriate interpreter as pointed out by
the customer. Staff members can utilize a speaker phone so both the staff member and the
customer can be on the line at the same time. Flyers offering the Language Line Interpretation
Service will be posted in the Administrative Offices.
Additionally, where best appropriate, staff employees will also utilize Google Translator
Interpretation Service from their computers and/or as application on their cell phones.
2. Iowa Bureau Refugee Services – the City of Ames as needed, will work with the Bureau of
Refugee Services ( https://dhs.iowa.gov/refugee-services).
3. The City of Ames has developed a list of all City employees that speak, write, or read a language
other than English fluently. The City of Ames may contact employees on this list for interpretation
203
4
services as their schedule permits. A current list will be maintained in the in the Human
Resources internal website.
4. The City of Ames will also allow LEP persons to use an interpreter of their own choosing (whether
a professional interpreter, family member, or friend) in place of or as a supplement to the
Language Line interpretation services offered by the City of Ames.
5. The City’s web page has the ability to allow its information to be translated into different
languages by selecting the language of choice.
STEPS TO ENSURE ACCESS TO LEP PERSONS/PROVIDING ONGOING NOTICE TO LEP
PERSONS
1. The City on an ongoing basis will provide its employees with a copy of Thebigword (over the
phone interpreting service) display posters and/or a table stand offering the Language Line
Interpretation Service in their Administrative Offices.
2. The City will include the availability of the Language Line Interpretation Service in their
announcements, informational packets and other media material when administering a project
and/or program.
3. Additionally, where best appropriate, staff employees will also utilize Google Translator
Interpretation Service from their computers and/or as application on their cell phones.
4. The City as needed will make outreach efforts for assistance with the Iowa Bureau of Refugee
Services, Iowa State University and other organizations to provide assistance with LEP needs
within our jurisdiction.
STAFF TRAINING
The City of Ames will conduct staff training periodically, either in a group setting or by written
communication with staff. The following are the subjects that will be reviewed during each training
session:
1. Types of language translator services available;
2. How staff can obtain those services;
3. How to respond to Limited English Proficiency (LEP) callers;
4. How to respond to written communications from LEP persons; and
5. How to respond to LEP persons who have in-person contact with staff.
MONITORING AND UPDATING THE LANGUAGE COMMUNICATION GUIDELINES
The City of Ames will monitor the effectiveness of it’s Language Communication Guidelines Proficiency
(LEP) Policy by reviewing information in the following areas on a three annual basis:
1. Review the current available American Community Survey data to determine the LEP
populations in the City of Ames jurisdiction and if threshold numbers have changed.
204
5
2. Have Departments monitor the frequency of encounters with LEP language groups that may
come in contact through the administration of their projects and/or programs.
3. Continue conducting outreach to service providers to ensure awareness and access to the City
of Ames’ programs and services.
4. Review and identify available resources, including technological advances and associated costs
translation software the City of Ames is made aware of via e-mail notification, newsletters, web
sites, etc.;
5. Review whether the existing services are meeting the needs of the LEP persons, by reviewing
the annual use of the language line and any requests for translated materials made by customers
and/or service providers;
6. Conduct annual staff training; and
7. Update resources in the community that have been identified as sources for assistance to
determine if they are still in operation and provide the same services to the community.
205
6
FOUR-FACTOR ANALYSIS
and
LANGUAGE ACCESS POLICY
FOR LIMITED ENGLISH PROFICIENCY PERSONS
CITY OF AMES, IOWA
Purpose: In compliance with Title VI of the Civil Rights Act of 1064 and Executive Order 13166, entitled
“Improving Access to Service by Persons with Limited English Proficiency” Ames has developed the
following Language Access Policy (LAP) for Limited English Proficiency (LEP) persons.
History: Title VI of the Civil Rights Act of 1964 is the federal law which protects individuals from
discrimination on the basis of their race, color, or national origin in programs that receive federal
financial assistance. In certain situations, failures to ensure that persons who have limited English
proficiency can effectively participate in, or benefit from, federally assisted programs may violate Title
VI’s prohibition against national origin discrimination. Persons who, as a result of national origin, do not
speak English as their primary language and who have limited ability to speak, read, write, or
understand English may be entitled to language assistance under Title VI in order to receive a particular
service, benefit, or encounter.
City of Ames Four-Factor Analysis: The following Four-Factor Analysis will serve as the guide for
determining which language assistance measures the City of Ames will undertake to provide LEP
customer access to the services provided by the various Departments in the City of Ames.
1. Number or proportion of LEP persons served or encountered in the eligible service population
(served or encountered includes those persons who would be served by the recipient if the person
received education and outreach and the recipient provided sufficient language services).
The City of Ames utilized the data from The American Community Survey 5-year estimate data for
2022- Age by Language Spoken at Home By Ability to Speak English for Populations 5 Years and
Over (see table) to determine the populations that may need assistance with language skills to
access and/or benefit from the various programs administered throughout the City using federal
funding. However, all citizen participation activities are open to the general public.
Source: 2022 American Community Survey 5-year estimate – Ames, Story County, Iowa
General Characteristics of persons 5 years and older:
Total Population of persons 5 and older = 64, 183*
Population of persons 5 to 17 years = 5,193*
Population of persons 18 to 64 years = 52,044*
206
7
Population of persons 65 years and older = 6,946*
*2022: American Community Survey 5-Year Estimates (B16004)
B16004: Age by Language Spoken at ... - Census Bureau Table
Number and percent of Spanish-speaking Population = 11,157 or 1.8%*
Number and percent of persons speaking other Indo-European languages = 2,650 or 4.13%*
Number and percent of persons speaking Asian and Pacific Islander languages = 4,799 or 7.5%*
Number and percent of persons speaking other languages = 692 or 1.1%*
*2022: American Community Survey 5-Year Estimates (B16004)
B16004: Age by Language Spoken at ... - Census Bureau Table
Characteristics of Persons 5 and Older Who Speak a Language other than English at Home*:
Spanish-speakers: Speak English “very well” = 990; speak English “less than very well” = 167
persons or 14.43% of the total population
Speakers of other Indo-European languages: Speak English “very well” = 2,637; speak English “less
than very well” = 13 persons or 0.49% of the total population
Speakers of Asian and Pacific Island languages: Speak English “very well” and “well” = 4,563; speak
English “not well” or “not at all” = 236 persons or 5.0% of the total population
Speakers of other languages: Speak English “very well” and “well” = 664; speak English “not well” or
“not at all” = 28 persons or 4.05% of total population
Total persons who speak English “not well” or “not at all” = 444 persons or 0.69% of total population
**Age by language spoken at home by ability to speak English for population 5 years and over.
American Community Survey 2021: 5-years estimate, Ames City, Story County, Iowa
*2022: American Community Survey 5-Year Estimates (B16004)
B16004: Age by Language Spoken at ... - Census Bureau Table
2. The frequency with which the LEP persons come into contact with the program.
The City of Ames administers various projects that utilizing federal dollars, each Department
receiving these funds will identify in their individuals programs the nature of the projects that residents
are likely to have considerable direct contact with the project or program and its staff.
3. The nature and importance of programs, activities, or services provided by the Department.
Some of the projects administered with federal funding do provide direct assistance to beneficiaries
related to housing, utilities, transit, infrastructure, emergency services and protection, etc.
Therefore, the nature of the activity or service is of significant importance to all eligible residents.
207
8
Other services administered with federal funding do not provide direct assistance to individuals (e.g.
public infrastructure, construction and maintenance, and similar type projects). As a result, LEP
persons rarely come into contact with these City programs. However, all citizen participation
activities are open to the general public.
4. The resources available and costs to the recipient.
Currently, the City of Ames web site can be utilized to translate information into various languages
posted on this site. Additionally, the City offers the following services:
a. Oral Interpretation Service – The City of Ames has contracted a Language Line Interpretation
Service. If there is a non-English speaking individual that comes into the office, staff members
can show them the brochure for the Language Line Interpretation Service and have them select
the language that they understand (the languages are written in both the native language, and
in English). The staff member can call the Language Interpretation Service and asks for the
appropriate interpreter as pointed out by the customer. Staff can utilize a two line (head set)
system or speaker phone so both the staff member and the customer can be on the line at the
same time. A flyer indicating that the Language Line Interpretation Service will be provided to
all City employees at their workstations. The flyer is also posted at customer contact areas in
each Department.
b. In order to ensure that any limited English or non-English speaking resident receives equal
access to services, the City of Ames will display in those Departments with service desk the
"I Speak" posters to provide assistance.
c. The City of Ames has developed a list of all City employees that speak, write, or read a
language other than English fluently. The City of Ames may contact employees on this list for
interpretation services as their schedule permits. See attached list.
d. The City of Ames permits LEP persons to use an interpreter of their own choosing (whether a
professional interpreter, family member, or friend) in place of or as a supplement to the
Language Line Interpretation Service offered by the City of Ames.
Additionally, many of the common forms used in implementing City programs are available in
multiple languages on the HUD, DOL, and other federal websites. Therefore, limited Language
Access Policy (LAP) measures are reasonable given the resources available to the City of Ames.
In conclusion, based on the data collected from The American Community Survey Data for 2022 5-year
estimate Age by Language Spoken at Home By Ability to Speak English for Populations 5 Years and
Over, the % of the total people 5 and over who speak English less than “very well” is only 0.69%. This
means that the city does not meet the threshold that requires the city to develop a specific Language
Assistance Policy (LAP). However, the Spanish-speaking group has 14.43% who speak English less
than “very well” (n=167). Also, 5% of the Asian/Pacific Island language speakers speak English less
than “very well” (n=236). Based on safe harbors for LEP persons, the city must translate written
documents for groups that are at least 5% of the eligible population, or 1,000 persons, whichever is
less.
208
9
Therefore, the percentage meets the threshold that would require the City to develop a specific
Language Assistance Policy (LAP). The City, being a proactive and responsive government is creating
Language Communication Guidelines for Limited English Proficiency (LEP) persons to access
services and programs provided by the City of Ames
Therefore, the City is required to have a Language Access Plan (LAP) for its jurisdiction. The City of
Ames will adopt Language Communication Guidelines. The Four-Factor Analysis (FFA) will be kept in
the City’s Fair Housing and Equal Opportunity Plan, and a copy will also be provided to the City’s
Affirmative Action Officer.
209
10
Certification: Based on the above Four-Factor Analysis, the City of Ames is not required to develop a
Language Access Plan (LAP).
However, the City of Ames will implement Language Communication Guidelines to provide
reasonable attempts to accommodate Limited English Proficiency (LEP) persons to gain access to
services, programs and other activities provided by the City of Ames.
Chief Elected Official
__________________________ _______________________
John A. Haila, Mayor Date
_________________________ _________________________
Attest: Renee Hall, City Clerk Date
210
11
Age by Language Spoken at Home by Ability to Speak English
City of Ames, Story County, Iowa
(2022 American Community Survey 5-year Estimate)*
5 to 17 18-64 65 &
Over
Total
Population Total
Population
est.
Total Population 5193 52,044 6,946 64,183
Speak Spanish
14.43%
Speak other Indo-European language
0.49%
Speak Asian/Pacific Island language
5.00%
Speak other languages
4.05%
Grand Total of people 5 and over who
speak English “less than very well” 63 330 51 444 0.69%
*Age by language spoken at home by ability to speak English for population 5 years and over.
American Community Survey 2022: 5-years estimate, Ames City, Story County, Iowa)
B16004: Age by Language Spoken at ... - Census Bureau Table
211
12
Attachment 1
Interpreters for the City of Ames willing to assist with non-English speakers or speech/hearing
impaired:
Language Department Contact information
Arabic
Hafiz Ibrahim Public Works x5245
Maher Al Jalil IT x5385
French
Dominic Roberge Public Works x5278
Laos
Dilok Phanchantraurai Police x5133
Spanish
Casandra Eames City Manager’s Office x5219
Amber Christian Police x5133
Blake Marshall Police x5133
Jesus Campa Public Works 203-0797
Thai
Dilok Phanchantraurai Police x5133
Effective: July 8, 2024
212
Appendix A
Citizen Participation Plan
PURPOSE
This Citizen Participation Plan (the “Plan”) is a requirement of the Consolidated Plan process outlined
in 24 CFR 91.105 of the Housing and Community Development Act of 1974 and its amendments. The
Plan sets forth the steps the City shall provide for and encourage citizens to participate in the
development and any substantial amendment of the Consolidated Plan and/or Annual Action Plan and
the development of the Annual Performance Report.
The Consolidated Plan and each year’s Annual Action Plan guide the City’s use of Community
Development Block Grant (CDBG) and HOME other federal funds, which are made available from the
U. S. Department of Housing and Urban Development (HUD). The Annual Performance Report
provides an assessment of the funds expended and a quantitative analysis of the program for project
outcomes. The entire Consolidated Plan process shall be integrated into the City’s overall yearly goal-
setting and budget process and shall provide for citizen access, designed to encourage participation
by groups most directly affected during the Consolidated Plan process, as well as the general public.
The City has recognized in its City Plan Principles and Policies the importance of involving citizens in
the planning and decision-making processes of government. The City intends that its programs and
policies have the support of the largest possible number of people in the community. The City intends
to allow and encourage all citizens to be involved during the Consolidated Plan process with
opportunities to express views on housing and community development needs and to participate in
planning, reviewing, and assessing actions to meet those needs, proposed and performed by the City
and to be informed prior to the time of any official action taken by the City Council. In particular, it is
the intent to include low and moderate-income persons, particularly those living in low and moderate-
income neighborhoods; minorities; non-English speaking persons; persons with disabilities; and
residents of public and assisted housing developments, as well as organizations and agencies that
serve low and moderate-income persons and other interested parties.
PARTICIPANTS IN THE CITIZEN PARTICIPATION PLAN
The development of the Consolidated Plan and Annual Action Plans is a collaborative effort of many
individuals, organizations, and agencies. Each is encouraged to make requests and recommendations
throughout the Consolidated Planning process. The City will conduct at least one public forum (at
different times throughout the day) to educate citizens on the process of developing the plans and to
seek input regarding the Consolidated Plan needs and goals and the proposed annual projects.
The participation is the foundation of the Consolidated Planning process. Reasonable efforts will be
made to make all citizens aware of the meetings and events that concern the development of the
Five-year Consolidated Housing and Community Development Plan and yearly Annual Action Plans. It
is the goal of the City of Ames to create ample participation opportunities for all interested citizens,
including, but not limited to, minorities, non-English speaking persons, and persons with visual,
mobility, or hearing impairments.
213
2
Organizations, Agencies and the City of Ames Housing Authority: The City of Ames Housing Authority,
as well as other organizations and agencies involved in the development and implementation of
projects to assist low-income citizens will be contacted to advise them of the Consolidated Plan
process. These organizations and their clients will be encouraged to participate in the development
of the Consolidated Housing and Community Development Plan and the Annual Action Plan.
Ames City Council: The City Council is the final citizen policy body that reviews and takes action on the
Consolidated Plan. After receiving the Plan, the City Council considers and votes on the proposed
plan. After approval at the local level, the Consolidated Plan is forwarded to the U. S. Department of
Housing and Urban Development.
DEVELOPMENT OF THE CONSOLIDATED PLAN AND ANNUAL ACTION PLANS
1. Prior to proposing activities for the Annual Action Plan, staff will review the following HUD
guidelines that outline the key steps that should be utilized:
• Determine if the proposed activity is included in the listing of eligible activities;
• Determine if the proposed activity meets the City’s Consolidated Plan priority goals for
• addressing the needs of low- and moderate-income person within the community;
• Determine if the proposed activity can meet one or more National Objective;
• Ensure that carrying out the activity will help to meet the grantee’s certification (of one
to three years, as determined by the grantee) that 70% of its CDBG expenditures will be
for activities that benefit low- and moderate-income persons; and
• Meet the new performance measurement requirements effective October 2006.
2. The City will furnish citizens with information concerning the amount of Community Development
Block Grant (CDBG) funds expected to be available (including the annual grant, program income for
community development and housing activities, and the range of activities that may be undertaken
with those funds. The City will also make available the estimated amount that will benefit persons of
low and moderate income at the public hearing on the one-year action plan.
3. The City will provide budget summary of the annual action plan in the local newspaper site in a
manner that affords citizens, public agencies and other interested parties a reasonable opportunity to
examine its contents and to submit comments. The entire plan and attachments will be published on
the City’s web site. The City will also make copies of the proposed plan available at the Planning and
Housing Department office and the City of Ames Public Library for review during public hours. Ten
(10) free copies of the proposed plans will be made available. One free copy will be provided to each
individual or organization requesting said copy until the supply is exhausted.
4. The City will hold at least two public forum sessions during the development of the Consolidated
Plan and Annual Action Plans and one public hearing prior to the submittal of the Plan (s) to HUD. The
notice of the Public Forum sessions will be announced through a press release, and Public forums
notices may also be sent to a listing of organizations and groups that represent the social, economic,
neighborhood and business groups that may have an interest in the program, along with participants
in the City’s Section 8 Rental Subsidy Program.
214
3
5. There will be a 30-day comment period on both proposed Consolidated and Annual Action Plans.
A 15-day comment period exception will be allowed under the following circumstances:
• Copies of the adopted Plan will be available upon request to the City of Ames Department of
Planning and Housing. The plans will also be posted on the City’s website.
6. The City will consider any comments or views of citizens received in writing or orally at the public
hearings in preparing the final Consolidated Plan. A summary of these comments or views, and a
summary of any comments or views not accepted and the reasons therefore, shall be attached to the
final Consolidated Plan.
DISPLACEMENT
The City will make every reasonable effort to minimize the number of persons displaced by CDBG or
HOME funded activities. In the event that a person is displaced by a CDBG or HOME undertakings,
relocation assistance will be offered in accordance with the Uniform Relocation Assistance Act.
AMENDMENTS
1. The City will amend its approved plan whenever it makes a decision to make a change in its
allocation priorities or a change in the method of distribution of funds to carry out an activity using
funds from any program covered by the Consolidated Plan (including program income), not
previously described in the action plan; or to change the purpose, scope, location or beneficiaries
of an activity.
2. The City will use the following criteria to determine what changes in the planned or actual activities
constitute a substantial amendment to the Consolidated Plan; any of the following will require a
substantial amendment following this citizen participation plan:
a. Changes in the use of CDBG funds from one eligible activity to another eligible activity that
exceeds $100,000
b. Carrying out a new CDBG-eligible activity in an amount greater than $100,000.
A change in the entity responsible for carrying out an activity, a change in the location of a proposed
project, or any updates or corrections will not constitute a substantial amendment.
3. The City will publish a summary of the proposed substantial amendment in the local newspaper in
a manner that affords citizens, public agencies and other interested parties a reasonable
opportunity to examine its contents and to submit comments. The entire substantial amendment
and attachments will be published on the City’s web site. The City will also make copies of the
proposed substantial amendment available at the Planning and Housing Department office and the
City of Ames Public Library for review during public hours. Ten (10) free copies of the proposed
plans will be made available. One free copy will be provided to each individual or organization
requesting said copy until the supply is exhausted.
The City of Ames will hold at least one public hearing on the proposed substantial amendment to
the Consolidated Plan prior to the submittal. Notice of the public hearing will be published in the
215
4
local newspaper not less than four days or more than twenty days before the public hearing. There
will be a 30-day comment period on the proposed substantial amendment to the Consolidated
Plan.
4. The City will consider any comments or views of citizens received in writing or orally at the public
hearings in preparing the final substantial amendment to the consolidated plan. A summary of
these comments or views, and a summary of any comments or views not accepted and the reasons
therefore, shall be attached to the final amended consolidated plan.
ANNUAL PERFORMANCE REPORTS
1. The City will publish notice of the availability of the annual Consolidated Annual Performance
Report (CAPER) in the local newspaper and on the City’s web site. Citizens and organizations will
be given the opportunity to submit comments on the CAPER during a 15-day comment period and
through a public hearing that will be held each year before the submission of the CAPER to HUD.
2. The City will consider any comments or views of citizens received in writing, or orally at any public
hearings. Any public comments received during the comment period or at the public hearing shall
be considered and shall be summarized and attached to the Consolidated Annual Performance
Report.
PUBLIC HEARINGS
1. A one public hearing prior to the submittal of the report will be held per year to obtain citizens’
views and to respond to proposals and questions. These hearings will be held at different stages in
the program year. Together the hearings will address housing and community development needs,
development of proposed activities and review of program performance. At least one of these
hearings will be held prior to the proposed consolidated plan being published for comment.
2. Notice will be published in the local newspaper(s) at least four days but not more than twenty days
before the public hearings and include sufficient information about the subject of the hearing to
permit informed comment, the date, time and location. The notice also will include specific
information to assist persons with disabilities as well as non-English speaking citizens on how to
participate in the process. In all newspaper advertisements for public hearings and in mailings for
public hearings, language will be included expressing the City’s desire to accommodate the above
special needs, along with the Department of Planning and Housing phone number and the City’s
TDD number, so arrangements can be made for the services of an interpreter, signer, or reader.
3. Public hearing notices may also be sent to a listing of organizations and groups that represent the
social, economic, neighborhood and business groups that may have an interest in the program.
MEETINGS
The City of Ames Planning & Housing Department will schedule meetings at sites that are accessible.
Special measures will be taken to assure an opportunity for involvement by low-income persons, the
elderly, handicapped and disabled persons, minorities, and civic and business interests. Also, upon
request, the Planning & Housing Department shall provide interpretive services for non-English
216
5
speaking and hearing impaired individuals and groups and shall provide informational handouts in foreign
languages. The arrangement and costs of such services shall be incurred by the Planning & Housing
Department. Any questions or requests for special/reasonable accommodations or services for meetings
should be directed at least 3 business days in advance to the Planning & Housing Department. In
addition to the scheduled public hearings, the Planning & Housing Department may hold other meetings, as
necessary, to further their duties and responsibilities.
ACCESS TO RECORDS
1. Information and records relating to the jurisdiction’s Consolidated Plan and the jurisdiction’s use of
assistance under the programs covered by 24 CFR section 91.105 during the preceding five years will be
available to citizens, public agencies and other interested parties. The City will reply to the written request
for such information within 15 working days, where practical. The information may not be removed from
the Planning & Housing Department. If copies of information are requested the normal copy charges will
apply.
2. Comments and questions will be accepted throughout the year and should be addressed to: Housing
Coordinator; Planning & Housing Department; City Hall, 515 Clark Avenue; Ames, Iowa 50010.
3. Citizens, public agencies and other interested parties including those most affected, shall be given the
opportunity to receive information. Program records, files, and information are confidential to the extent
provided by Chapter 68A of the Code of Iowa. Information not protected by this chapter, or otherwise
specified by federal regulations to be public information, will be made available upon request.
TECHNICAL ASSISTANCE
The Planning & Housing Department will provide technical assistance to groups representative of persons
of low- and moderate-income that provide a written request for such assistance in developing proposals for
funding assistance under any of the programs covered by the Consolidated Plan. That assistance may be
limited to activities that are directly associated with the Community Development Program and will be at the
discretion of the Planning & Housing Community Development staff.
OBJECTIONS AND COMPLAINTS
The City will respond to written citizen complaints regarding the Consolidated Plan, amendments, and the
performance report within 15 working days, where practical. Complaints must be made in writing to the
Housing Coordinator, Planning & Housing Department, City Hall, 515 Clark Avenue, Ames, Iowa 50010.
217
6
Citizens may contact HUD directly if they wish to object to any part of the Community Development Program
or if they feel that they have been aggrieved by any program, activity, or procedure funded through the
Community Development Program. Such objections should be made to:
Director
Community Planning and Development Division
Department of Housing and Urban Development
Omaha Office, Region VII
Executive Tower Centre
10909 Mill Valley Road
Omaha, Nebraska 68154-3955
USE OF CITIZEN PARTICIPATION PLAN
The City will follow the citizen participation plan from the date of its adoption until it is amended or repealed.
CITY RESPONSIBILITY
The requirements for citizen participation do not restrict the responsibility or authority of the City for the
development and execution of its Consolidated Plan.
CITY OF AMES
By: _____________________________________
John A. Haila, Mayor
Attest:
BY: _____________________________________
Renee Hall, City Clerk
STATE OF IOWA, COUNTY OF STORY: SS
On this ________ day of ____________________, 2024, before me, the undersigned, a Notary Public in and
for said State, personally appeared John A. Haila, Mayor, and Renee Hall, City Clerk, to me known to be the
identical persons named in and who executed the foregoing instrument and acknowledged that they
executed the same as their voluntary act and deed.
_______________________________________
Notary Public In and For the State of Iowa
218
Community
Development Block Grant (CDBG)
Amendment to the
2024-2029 Consolidated and
2024-25 Action Plan
UPDATED
Neighborhood Revitalization Strategy Area
(NRSA)
Plan Designation for
Census Tract 13.04
July 2024
219
Demographic Background
Outlined below is the demographic background data on the proposed State Avenue NRSA. The primary
sources for the statistical data for the proposed NRSA include The Department of Housing and Urban
Development (HUD), ) the Office of Policy Development and Research (PD&R updated March 2024, the
2018-2022 American Community Survey (ACS) 5-year Estimates, the City of Ames GIS Data, the Ames
City Assessor’s Office and a site area survey. Relevant Figures and maps are included in the proposed
NRSA to illustrate pertinent information about the Tract 13.04 Block Groups 3 & 4 NRSA.
The primary demographic criteria for qualifying as an NRSA is as follows:
The designated area must be primarily residential and contain a percentage of low- and moderate-
income residents that is equal to the “upper quartile percentage” (as computed by HUD pursuant to
24 CFR 570.208(a)(1)(ii) or 70 percent, whichever is less but, in any event, not less than 51 percent.
Using the data based on the Office of Policy Development and Research (PD&R) updated on March 2024,
Low Moderate-Income Individuals (LMISD), the low- and moderate-income is determined to be 74.32%
for Census Tract 13.04 Block Groups 3 &4, which falls above the upper quartile requirements and
therefore is a stand-alone NRSA designation area.
Note: Story County’s census tract boundaries were changed in 2020. Previous Census Tract 13.01
(Block Group 2) was now Census Tract 13.04, Block Groups 3 &4. The data below uses the 2020
geographic census tract boundaries.
Figure 3 shows that new Census Tract 13.04, Block Groups 3 &4, (previously Census Tract 13.01 Block
Group 2) still is an NRSA designation area with 85.71% LMI. It is also shown on the map.
Figure 3: Percent of LMI Persons
Percentage Low-Moderate Income
Persons City of Ames Upper
Quartile LMI% - 46.97%
Block Group 3 & 4,
NRSA of Census
Tract 13.04*
Overall City of
Ames
Total LMI Universe 2,310 80,070
Total LMI Person 1,980 37,610
LMI Percent 85.71% 46.97%
Designated Area Eligible for NRSA
based on LMI%
YES NA
*Low and Moderate Income Areas (metadata Updated: March 1, 2024) Office of Policy Development and
Research (PD&R). URL
*https://hudgis-hud.opendata.arcgis.com/datasets/low-to-moderate-income-population-by-block-
group/explore?location=42.025960%2C-93.627190%2C12.91 ( (for the map location &excel data)
Source: 2015 ACS-; Info update Feb. 1, 2024; Published Date- July 31, 2023
** https://hudgis-hud.opendata.arcgis.com/datasets/HUD::low-to-moderate-income-population-by-
tract/explore?location=35.113423%2C58.263972%2C3.76&showTable=true
220
221
Figure 3.1: Race/ Ethnic Breakdown
Block Group 3 & 4,
NRSA of Census Tract 13.04
Total Population
*2018-2022 American Community Survey (ACS) 5-years estimates (Table B02001)
*** Data not Available
Figure 3.2: Household & Economic Breakdowns
Household Breakdowns Block Group 3 & 4,
NRSA of Census
Tract 13.04*
13.04* Ames**
(B25010)
Economic Breakdowns
13.04* Ames*
$49,999
$74,999
222
Percent of people (25 years and older)
graduated from High School
graduated with bachelor’s Degrees
graduated with Masters + Degrees
*2022:ACS 5-Year Estimate Detailed Tables
**Bureau of Labor Statistics (https://www.bls.gov/eag/eag.ia_ames_msa.htm#eag_ia_ames_msa.f.1)
Local Area Unemployment as of January 2024
*** Data not Available
223
Figure 3.3: Housing & Condition of Housing Stock Breakdowns
Housing Breakdowns Block Group 3 & 4,
NRSA of Census
Tract 13.04
of Ames*
Housing Units
Condition of Housing Stocks Block Group 3 & 4,
NRSA of Census
Tract 13.04
of Ames*
Poor (1.0) (Very)
Poor (1.5)
Below Average (2.0) (Fair)
Below Average (2.5) Normal
Average (3.0) (Normal)
Above Average (3.5) (Normal)
Good (4.0)
Very Good (4.5) 552
Excellent (5.0)
Figure 3.4: Overall Owner-Occupied vs. Rental-Occupied Occupancy Breakdowns (Block Groups 3 &4
of Census Tract 13.0 4)
Occupancy Status # Parcels* # of Units* % based on # of Units*
290 18%
1318 82%
1,608 100%
*Calculated Estimate based on City of Ames GIS
224
Figure 3.5: HUD HOME Income Limits for Ames Metropolitan Statistical Area (MSA)
*Average family size for the City of Ames is 2.76
Median** Income Category** 1 Person 2 Person 3 Person 4 Person 5 Person 6 Person 7 Person 8 Person
$63,814
• 2P25: AVERAGE FAMILY SIZE BY AGE - Census Bureau Table
• https://worldpopulationreview.com/us-cities/ames-ia-population (2024)
**2023 Adjusted Home Income Limits from Department of Housing and Urban Development (HUD)
https://www.huduser.gov/portal/datasets/home-datasets/files/HOME_IncomeLmts_State_IA_2023.pdf
**Median Household Income data of 2024
Figure 3.6: Tract 13.04 Block Group 2 Area Facilities, Entities or Amenities Breakdowns, 2024
Type of Facilities/Entities/Amenities # of Facilities/Groups *
3
3
3
5
1
2
1
11
3
*Calculated from the City of Ames
225
ATTACHMENT B
226
From:Shari Reilly
To:Baker-Latimer, Vanessa
Subject:CDBG HOME plan comments
Date:Wednesday, July 10, 2024 5:47:20 PM
[External Email]
Hi, Vanessa.
I have been glancing through the consolidated plan and annual plan and spotted a few things
that are mostly simple edits.
On page 11 of the PDF, page 10 of the plan, in the Description box for Item 5, “…CDBG funds
would be used to replace approximately ?? (need a number there?) deteriorated….”
On page 23 of the PDF, 22 of the plan, please change Emergency Residence Project (ERP) to
The Bridge Home (TBH).
Page 45 of the PDF, 44 of the plan there is also a reference to Emergency Residence Project.
You might want to do a “find/replace” for those words throughout the document, since I may
have missed other references.
Page 127 of the PDF, 126 of the plan, the stats for Windsor Pointe don’t add up. Also, by Story
County Housing Corp, do you mean Story County Community Housing Corp (SCCHC)?
Page 129 of the PDF, 128 of the plan, I’m surprised there are no data for Facilities and Housing
Targeted to Homeless Households. Numbers could at least be provided from local
organizations, even if ICA does, for some reason, not actually have any aggregate data for the
county?
Page 131 of the PDF, 130 of the plan, The Bridge Home no longer provides Rental/Mortgage
assistance or utility assistance for homelessness prevention. We provide emergency shelter,
rapid rehousing, and permanent supportive housing.
That’s as far as I got today. If I have time, I’ll return to it later this week. Thanks for all the work
that went into this report – I see what a beast it is!
One more question – I don’t see anything in this plan about the disposition of the HOME-ARP
funds. I assume that plan will be developed after this one is approved. Can you give me a
timeline on that yet? We are going to apply for IOWA HOME-ARP funds and have been told that
we are required to apply and be funded by the local entitlement, if applicable, before we can
be considered for funding through IOWA HOME-ARP. I imagine that they will be willing to work
227
with us, since the local money is not yet available for application, but it might help us if we can
give them a timeline, so they know we are on top of the question.
Thanks,
Shari
Shari Reilly
Director of Operations
The Bridge Home
225 S. Kellogg Ave.
Ames, IA 50010
(515) 232-8075, ext. 215, office
(515) 969-0902, work mobile
228
229
230
ITEM #:40
DATE:08-13-24
DEPT:ADMIN
SUBJECT:COMMUNITY CONVERSATIONS AROUND HOMELESSNESS -
CONSULTANT
COUNCIL ACTION FORM
BACKGROUND:
In the last six months or so, community service providers, ASSET volunteers, City staff, and the
broader community have observed an increase in the homeless population in Ames. Homelessness is a
complex issue and the reasons why an individual may become homeless can vary greatly. While there
are various workgroups and service providers that focus on homelessness prevention and/or providing
unsheltered individuals with services, there seems to be a lack of a comprehensive community
understanding and strategy to assist the homeless population.
Part of the role that ASSET volunteers have is being aware of community needs and bringing it to the
ASSET Funders' attention. At the July ASSET Admin Team meeting, board members discussed the
issues of homelessness in the community and brainstormed suggestions of what could be done. An idea
was brought up to encourage City and County leaders to lead a community-wide effort to better
understand homelessness and to develop a comprehensive strategy to assist this population.
ASSET staff agree this is an important first step; therefore, it is being requested that the City Council
authorize City staff, in partnership with other ASSET Funder staff, to explore, engage, and enter into an
agreement with a consultant to host community conversations around homelessness with the goal of
developing an action plan this coming fall. The amount being requested that would be committed by the
City is up to $12,000. At this time, the other ASSET funders have not discussed their financial
contributions, but it is anticipated there will be other funder contributions.
On June 11, 2024, the City Council approved the FY 2024/25 ASSET contracts totaling $1,780,999 and
approved reserving $143,579 in unallocated funds for three separate purposes, where:
A) $117,322 is reserved for needs that may arise for emergency shelter services;
B) $6,000 is reserved for needs that may arise for housing service coordination services; and,
C) $20,257 remain undesignated for any ASSET-related service need(s) that may arise in FY 2024/25.
Of the unallocated funds for emergency shelter services (Purpose A), $100,000 has been committed to
purchase services through The Salvation Army. This leaves a total of $43,579 in unallocated funds
available to fulfill this request. Staff is requesting that the $12,000 request come from the $20,257
undesignated fund (Purpose C).
Once the funding sources are finalized, ASSET staff will seek proposals from prospective consultants
and enter into an agreement to perform the work.
231
ALTERNATIVES:
1. Approve authorizing City staff to explore, engage and enter into an agreement with a consultant
to host community conversations around homelessness for up to $12,000 from the unallocated,
undesignated FY 2024/25 ASSET funds.
2. Deny the request to authorize staff to engage a consultant on homelessness and deny designating
up to $12,000 toward the effort.
CITY MANAGER'S RECOMMENDED ACTION:
An important first step to address homelessness is to understand what is happening in the community
that is leading to a greater homeless population. The purpose of engaging a consultant is to facilitate
community conversations with service providers, community leaders and the general public to
understand what services are provided today and where are additional services needed to assist the
homeless population. Therefore, it is the recommendation of the City Manager that the City Council
adopt Alternative No. 1.
232
To:Mayor & City Council
From:Public Works
Date:August 9, 2024
Subject:Second Reading of Ordinance relating to updates to Chapter 5B and Chapter
22A
Item No. 41
MEMO
The ordinance relating to updating enforcement provisions to Chapter 5B and Chapter
22A of Ames Municipal Code is attached for your review and consideration for second
reading.
ATTACHMENT(S):
Ordinance Chap 5B and 22A.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
233
ORDINANCE NO. _________
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF
THE CITY OF AMES, IOWA, BY AMENDING SECTION 5B.8
AND ENACTING A NEW SECTION 22A.17 THEREOF, FOR
THE PURPOSE OF UPDATING CODE ENFORCEMENT
PROVISIONS, REPEALING ANY AND ALL ORDINANCES OR
PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT
OF SUCH CONFLICT; PROVIDING A PENALTY; 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 5B.8 and enacting a new Section 22A.17 as follows:
“Sec 5B.8. ENFORCEMENT BY LEGAL OR ADMINISTRATIVE ACTION
(1)Violation of any provision of this ordinance may be enforced by civil action including an
action for injunctive relief. In any civil enforcement action, administrative or judicial, the City shall be entitled
to recover its attorneys’ fees and costs from a person who is determined by a court of competent jurisdiction to
have violated this ordinance.
(2)Violation of any provision of this ordinance may also be enforced as a municipal
infraction within the meaning of Iowa Code Section §364.22, pursuant to the City’s municipal infraction
ordinance. A violation of any provision of Chapter 5B shall be a municipal infraction punishable by a
penalty of $500 for a person’s first violation thereof, and a penalty of $750 for each repeat violation.
(3)Restoration of lands: Any violator may be required to restore land to its undisturbed
condition. In the event that restoration is not undertaken within a reasonable time after notice, City may
take necessary corrective action, the cost of which shall become a lien upon the property until paid.
(4)Holds on Occupation Permits: Occupancy permits shall not be granted until all storm
water management BMPs have been inspected and approved by City.10.2
***
Sec. 22A.17 ENFORCEMENT
A violation of any provision of Chapter 22A shall be a municipal infraction punishable
by a penalty of $500 for a person’s first violation thereof, and a penalty of $750 for each repeat violation.”
Section Two. Violation of the provisions of this ordinance shall constitute a municipal infraction
punishable as set out by law.
Section Three. All ordinances, or parts of ordinances, in conflict herewith are hereby repealed to the extent
of such conflict, if any.
Section Four. 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
234
To:Mayor & City Council
From:Electric
Date:August 9, 2024
Subject:Third reading and adoption
Item No. 42
MEMO
The ordinance relating to electric rate changes is attached for your review and
consideration for third reading. Please see attached memo from Legal regarding
effective date.
ATTACHMENT(S):
Memo.pdf
Ordinance Chapter 28 Electric Rates.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
235
Caring People Quality Programs Exceptional Service
515.239.5146 main
fax
Legal Department
To:
From:
Date:
Subject:
Electric, Finance and Legal staff have consulted about the proper effective date
of the ordinance.
Staff recommends that the Council make and pass the following motion:
“Move to amend the ordinance by establishing that the rates and
charges will become effective beginning with the bills mailed on
November 1, 2024.”
This will result in the addition of a Section Four at the end of the ordinance:
Section Four. The rates and charges for electric services detailed in this
ordinance shall be effective for bills mailed November 1, 2024 and after.
#
236
ORDINANCE NO. __________
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE
CITY OF AMES, IOWA, BY AMENDING CHAPTER 28
SECTIONS 28.101(4), 28.105, 28.106, 28.107, 28.108, 28.109, AND
REPEALING SECTIONS 28.103, 28.104 THEREOF, FOR THE
PURPOSE OF IMPLEMENTING COST OF SERVICE AND
RATE STUDY; 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 enacting a new Section as follows:
“Sec. 28.101. GENERAL CONDITIONS FOR ELECTRIC RATES.
The following general conditions are applicable to the following as indicated in each rate schedule:
***
(4) The standard approved type of electric water heater shall have a single 120-volt heating element
no larger than 1500 watts or shall have multiple thermostatically controlled noninductive 240-volt heating
elements of not more than 5000 watts per element with such multiple elements connected interlocking so that
only one element may operate at a time.
(4)(5) The utility may assess an excess facilities charge when necessary to meet costs of an unusual
installation.
***
Sec. 28.103. RESIDENTIAL ELECTRIC RATES.
(1)Availability:Electrical energy and service shall be available at the "Residential Rate" for all
single-phase domestic uses in separately metered, dwelling units that are intended for occupancy by a single
family as defined by the Ames Zoning Ordinance, as distinguished from group domiciles such as rooming
houses, fraternity or sorority houses, supervised group homes, and residential care facilities of various kinds.
(2)Rate per billing period:For each monthly billing period a rResidential rRate customer:
(a) shall be charged a customer service charge of eight dollars and thirty-two cents ($8.32)
fourteen dollars and twenty-five cents ($14.25) as a customer service charge, and
(b) in addition, shall be charged for energy consumption during the billing period as follows:
(i) for bills mailed on or between July 1 and October 31 (summer period):
$0.1213 0.1101 per kWh, or
(ii) for bills mailed on or between November 1 and June 30 (winter period):
$0.1005 0.0893 per kWh
(c) All charges above shall also be subject to the current applicable eEnergy c Cost aAdjustment
(ECA) per Sec. 28.102.
(3)Minimum bill:The minimum charge per billing period shall be eight dollars and thirty-two
cents ($8.32) the customer service charge.
(4)Conditions: The Residential Rate shall be subject to the general conditions set forth in Section
28.10.
(5)Load Management Credit:Any dwelling unit that qualifies under the Residential Rate and
is equipped with a properly installed central air conditioner shall may be eligible to participate in the
Residential Load Management Program. Customers who agree to allow the utility to install and maintain a
Load Management Switch on their central air conditioner will receive the following credits to their electric
bills:
(a) Five dollar ($5.00) $5 credit for each installed Load Management Switch for bills mailed on
or between July 1 and October 31.
237
(b) The total annual credit for each customer shall not exceed twenty dollars ($20.00) $20 for
each central air conditioner on which a Load Management Switch is installed.
(6)Optional Time of Use Rate: A residential customer may request to have electric service
metered and billed on a time-of-use basis. Participation may be limited by availability of advanced metering
equipment. Customers who opt into the Time of Use Rate shall not switch rates more than once in a period
of 12 months.
On-Peak/Off-Peak/Super Off-Peak Definition:
On-peak hours shall be from 2 p.m. to 6 p.m., Monday through Friday.
Off-peak hours shall be from 7 a.m. to 2 p.m. and 6 p.m. to 8 p.m., Monday through Friday.
Super Off-Peak hours are all other times (including the holidays of New Year’s Day, Memorial Day,
Independence Day, Labor Day, Thanksgiving Day, and Christmas Day).
Summer Winter
On Peak Energy $ 0.2655 per kWh $ 0.1368 per kWh
Off-Peak Energy $ 0.0877 per kWh $ 0.1268 per kWh
Super Off-Peak Energy $ 0.0740 per kWh $ 0.0694 per kWh
Sec. 28.104. SMALL COMMERCIAL RATE.
(1)Availability: Electrical energy and service shall be available at the "Small Commercial Rate"
to all customers except those that qualify for another rate schedule, for all single-phase or three-phase, single-
metered usage, where the metered demand does not exceed 55 kVA.
(2)Rate per billing period:For each monthly billing period a Small Commercial Rate customer:
(a) shall be charged a customer service charge of fifteen dollars and sixty cents ($15.60)
twenty dollars and fifty cents ($20.50) as the customer service charge; and,
(b) in addition, shall be charged for energy consumption during the billing period as follows:
(i) for bills mailed on or between July 1 and October 31(summer period):
$0.11940 0.1175per kWh
(ii) for bills mailed on or between November 1 and June 30 (winter period):
$0.0986 0.967 per kWh
(c)All charges above shall also be subject to the current applicable e Energy cCost
Adjustment (ECA) per Sec. 28.102.
(3)Minimum bill:The minimum charge per billing period shall be fifteen dollars
and sixty cents ($15.60) the customer service charge.
(4)Conditions: The Small Commercial Rate shall be subject to:
(a) the general conditions of section 28.101; and,
(b) the following specific conditions:
(i)Unless three-phase service is determined by the Ames Municipal Electric System
to be economically available, motors up to and including 5 hp shall be single-phase. Motors above 5 hp shall
be three-phase. Three-phase service will normally be 120/208 volt, 4 wire. Where conditions warrant
(outside the business district area), 4-wire 120/240 volt or 277/480-volt service may be furnished if mutually
agreeable to the Ames Municipal Electric System and the customer.
(ii)Fluctuating loads. Loads requiring excess transformer capacity because of large
momentary current requirements, or to provide close voltage regulation, shall be subject to an additional
charge of $0.327 per rated kVA of capacity above normal capacity requirement for the diversified demand.
The kVA subject to an additional charge will be adjusted no more than once a year. No charge shall apply if
the customer furnishes the transformers.
(iii)Should the electrical energy furnished under this schedule for any reason be
metered on the primary side of the service transformers, the energy metered shall be reduced by 1 ½ percent
before calculating the energy charge.
(5) Load Management Credit: Any facility that qualified and is equipped with a properly
installed central air conditioner shall may be eligible to participate in the Load Management Program.
238
Customers who agree to allow the Ames Municipal Electric System to install and maintain a Load Manage-
ment Switch on their central air conditioner will receive the following credits to their electric bills:
(a) Five dollars ($5.00) credit for each installed Load Management Switch for bills mailed on
or between July 1 and October 31.
(b) The total annual credit for each customer shall not exceed twenty dollars ($20.00) for each
central air conditioner on which a Load Management Switch has been installed.
(6)Optional Time of Use Rate: A Small Commercial customer may request to have electric service
metered and billed on a time-of-use basis. Participation may be limited by availability of advanced metering
equipment. Customers who opt into the Time of Use Rate shall not switch rates more than once in a period
of 12 months.
On-Peak/Off-Peak/Super Off-Peak Definition:
On-peak hours shall be from 2 p.m. to 6 p.m., Monday through Friday.
Off-peak hours shall be from 7 a.m. to 2 p.m. and 6 p.m. to 8 p.m., Monday through Friday.
Super Off-Peak hours are all other times (including the holidays of New Year’s Day, Memorial Day,
Independence Day, Labor Day, Thanksgiving Day, and Christmas Day).
Summer Winter
On Peak Energy $ 0.2712 per kWh $ 0.1425 per kWh
Off-Peak Energy $ 0.0934 per kWh $ 0.1325 per kWh
Super Off-Peak Energy $ 0.0797 per kWh $ 0.0751 per kWh
Sec. 28.105. COMMERCIAL RATE.
(1)Availability: The “Commercial Rate” shall be optional for any non-residential customer whose
consumption in any billing period exceeds 10,000 kWh. The Commercial Rate shall be mandatory for any
non-residential customer whose metered demand at any time exceeds 55 kVA. If at any time, a non-
residential customer's metered demand exceeds 55 kVA, all consumption for the billing period in which that
occurs, and for the next succeeding eleven billing periods, shall be charged at the Commercial Rate. Any
customer for whom the Commercial Rate became mandatory, who subsequently has a metered demand of
less than 55 kVA for 12 consecutive months, will again become an optional cCommercial r Rate customer
with a choice between Small Commercial Rate and the Commercial Rates. Any customer for whom the
Commercial Rate is optional shall not switch rates more than once in a period of 12 months. Any customer
on the Commercial Rate who has a metered demand of less than 55 kVA, and a consumption of less than
10,000 kWh, for twelve consecutive months, shall be changed to the Small Commercial Rate.
(2)Rate per Billing Period:For each monthly billing period, a Commercial Rate customer:
(a) shall be charged one hundred fifty-six dollars ($156.00) as a customer service charge, and
(b) in addition, shall be charged for demand and energy consumption during the
billing period as follows:
(i)for bills mailed on or between July 1 and October 31 (summer period)
a customer shall be charged a demand of:
$10.71 per kVA and an energy charge of:
$0.0644 0.0653 per kWh
(ii)for bills mailed on or between November 1 and June 30 (winter period) a
customer shall be charged a demand charge of:
$8.01 per kVA and an energy charge of:
$0.0644 0.0653 per kWh
(c) All charges above shall also be subject to the current applicable eEnergy cCost aAdjustment
(ERC) per Sec. 28.102.
***
(10)Load Management Credit: Any facility that qualified and is equipped with a properly
installed central air conditioner shall may be eligible to participate in the Load Management Program.
239
Customers who agree to allow the Ames Municipal Electric System to install and maintain a Load
Management Switch on their central air conditioner will receive the following credits to their electric bills:
(a) Five dollars ($5.00) credit for each installed Load Management Switch for bills mailed
on or between July 1 and October 31.
(b) The total annual credit for each customer shall not exceed twenty dollars ($20.00) for each
central air conditioner on which a Load Management Switch has been installed.
(11)Optional Time of Use Rate: A Commercial customer may request to have electric service
metered and billed on a time-of-day basis. Participation may be limited by availability of advanced metering
equipment. Customers who opt into the Time of Use Rate shall not switch rates more than once in a period
of 12 months.
On-Peak/Off-Peak/Super Off-Peak Definition:
On-peak hours shall be from 2 p.m. to 6 p.m. CST, Monday through Friday.
Off-peak hours shall be from 7 a.m. to 2 p.m. and 6 p.m. to 8 p.m. CST, Monday through Friday.
Super Off-Peak hours are all other times (including the holidays of New Year’s Day, Memorial Day,
Independence Day, Labor Day, Thanksgiving Day, and Christmas Day).
Billing Demand for Time of Use Commercial Customers shall be $4.86 per kVA.
Summer Winter
On Peak Energy $ 0.2453 per kWh $ 0.1166 per kWh
Off-Peak Energy $ 0.0675 per kWh $ 0.1066 per kWh
Super Off-Peak Energy $ 0.0538 per kWh $ 0.0492 per kWh
Sec. 28.106. COMMERCIAL ELECTRIC VEHICLE CHARGING RATE.
(1)Availability:
***
(c) all charges above shall also be subject to the applicable Energy Rate Adjustment (ERA)
Energy Cost Adjustment (ECA) per Sec. 28.102.
Sec. 28.107. INDUSTRIAL RATE.
***
(2)Rate Per Billing Period:For each monthly billing period, an Industrial Rate customer
(a) shall be charged one hundred fifty-six dollars ($156.00) one thousand one hundred
($1,100.00) as a customer service charge, and
(b) in addition, shall be charged for demand and energy consumption during the
billing period as follows:
(i) for bills mailed on or between July 1 and October 31 (summer period) a customer shall
be charged a demand charge of $10.40 per kVA of billing demand, and an energy charge of:
$0.0644 0.0642 per kWh
(ii) for bills mailed on or between November 1 and June 30 (winter period) a customer
shall be charged a demand charge of:
$7.80 per kVA of billing demand, and an energy charge of:
$0.0644 0.0642 per kWh
***
Sec. 28.108. LARGE CUSTOMER TIME-OF-USE USE ELECTRIC RATE AND CHARGES.
(1)Availability: The Large Customer Time-of-Use Electric Rate shall be voluntary for any
customer whose metered demand at any time exceeds 500 kVA. Service under this rate schedule is billed on
a Time-of-Use basis as provided under these rules. The Large Customer Time-of-Use Electric Rate is an
alternative to Section 28.105 or Section 28.107 (1) Availability, at the customer’s discretion. Customers
opting for inclusion on Large Customer Time-of-Use Electric Rate are required to remain on the rate for a
period no less than twelve (12) consecutive calendar months.
(2)Intent: Electric Services is a summer peaking electric utility, and as such, the cost to
deliver electricity is generally most expensive and detrimental to generation and distribution systems during
240
hours of greatest demand. The utility benefits when large electric users are encouraged to reduce their demand
during these times. A Time-of-Use Rate is a pricing strategy whereby Electric Services may vary the price
of electricity depending on the time-of-day it is delivered to the customer. Prices encourage the customer to
use electricity during times of low demand and discourage use during the peak times of the day. Time-of-
Use pricing allows Electric Services to better control costs and mitigate any negative system impacts related
to times of peak demand.
(3)(2)Definitions:
(a)Time-of-Use: A specifically identifiable period of time during a twenty-four-hour
day used for establishing a pricing strategy aimed at reducing the overall demand for electricity.
(b)(a)Peak: The greatest fifteen (15) minute demand for electricity measured during the
current billing period.
(c)(b)Billing Demand: Highest metered kilovolt-amp (kVA) electric use, in a billing
period measured between the hours of 3pm and 8pm Monday through Friday.
(d)(c)Holidays: Federally observed Holidays.New Year’s Day, Memorial Day,
Independence Day, Labor Day, Thanksgiving, and Christmas Day.
(e)(d)On-Peak Energy: Electricity, measured in kilowatt hours, used Monday through
Friday between the hours of 8:00 am and 8:00 pm.
(f)(e)Off-Peak Base Energy: Electricity, measured in kilowatt hours, used Monday
through Friday between the hours of 8:00 pm and 8:00 am, and all-day Saturday, Sunday, and Holidays, up
to the established monthly Billing Demand.
(g)(f)Off-Peak Time-of-Use Energy: Electricity, measured in kilowatt hours, used
Monday through Friday between the hours of 8:00 pm and 8:00 am, and all-day Saturday, Sunday, and
Holidays, in excess of the established monthly Billing Demand
(h)(g)Summer period: Bills mailed on or between July 1 and October 31.
(i)(h)Winter period: Bills mailed on or between November 1 and June 30.
(4)(3)Rate Per Billing Period:For each monthly billing period, a customer participating in the
Industrial Time-of-Use Electric Rate shall be charged:
(a)the Service Charge of two hundred fifty two thousand dollars ($250.00
$2,000.00);
(b)the Demand Charge and the Energy Charge for the energy consumption during
the billing period as follows:
(i) for bills mailed on or between July 1 and October 31 (summer period):
1) the Billing Demand times the billing rate of $10.40 10.61 per kVA, and
2) the On Peak, Energy times the billing rate of $0.0644 0.0628 per kWh,
3) the Off Peak, Base Energy times the billing rate of $0.0644 0.0628 per kWh,
4) the Off Peak, Time-of-Use Energy times the billing rate of $0.0400 per kWh,
(ii) for bills mailed on or between November 1 and June 30 (winter period):
1) the Billing Demand times the billing rate of $7.808.01 per kVA, and
2) the On Peak, Energy times the billing rate of $0.0644 0.0628 per kWh,
3) the Off Peak, Base Energy times the billing rate of $0.06440.0628 per kWh,
4) the Off Peak, Time-of-Use Energy times the billing rate of $0.0400 per kWh,
(c) the applicable Energy Cost Adjustment (ECA) per Sec. 28.102, and
(d) any applicable bill impacts of Section 28.107 (3) Billing Demand, (4) Minimum Bill,
(6) Service Facilities, (7) Excess Facilities, (8) Primary Service, and (9) Conditions.
(5)(4) Interruptible Option-Availability:Service under this rate shall be available for customers
with monthly demands of 2,500 kilovolt-amps (kVA) or greater. Service under this rate schedule is
interruptible and customers must agree to interrupt electric service as provided under these interruptible rate
rules.
***
(j)Any customer on this rate will be given a credit of $2.60 3.00 per elected kVA as
a participation incentive on bills mailed out in July, August, September, and October.
(k)In addition to the participation credit, a customer will be given a compliance credit
of $2.60 2.20 per elected kVA for successfully lowering its demand by at least the amount of the elected
interruptible demand. The amount of participation credit applied to the billing demand is based upon the
241
largest interruption response of the billing period. Failure to curtail the full elected amount will result in no
compliance credit.
***
Sec. 28.109. STREET AND SECURITY LIGHTING RATE & INCIDENTAL UNMETERED
ENERGY.
(1)Availability:Lighting energy and service shall be available for street and security lighting
and other incidental constant-wattage loads where it is not practicable to meter the electrical energy through
the customer's normal metering location.
(2)Rate per Billing Period:For each monthly billing period the lighting customer:
(a) shall be charged for service per lamp:
(i) for bills mailed on or after July 1, 2017:
***
(b) and all lamps shall be charged any applicable eEnergy cCost aAdjustment (ECA) , per
Sec. 28.102, based on the stated average monthly kWh consumption per lamp.
***
(4)INCIDENTAL UNMETERED ENERGY FOR CUSTOMER-OWNED LIGHTING,
SIGNS AND OTHER CONSTANT-WATTAGE LOADS
(a) Where a customer owns lighting, signs, or similar constant-wattage single-phase loads
no greater than 2 kVA (2,000 volt-amperes) per point of connection and where it is not practicable to meter
the energy through the customer’s normal metering location, service may be provided under a contract for
incidental unmetered energy. To qualify, the customer must provide verification that their electric loads have
a constant-wattage, or calculable monthly kWh. The basis for monthly kWh to be billed shall be included in
the service contract. Calculated monthly energy will be billed at a rate of $0.115 per kilowatt-hour plus the
applicable energy cost adjustment. Once placed in service, changes to loads served by an unmetered service
may only be made following review and approval by the Electric Services Department with an approved
amendment to the service contract. A Standard Unmetered Service includes 150’ of overhead service wire
from an existing transformer or service connection point; additional costs above what is included in a
Standard Unmetered Service are the customer’s responsibility.
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.
Section Four. The rates and charges for electric services detailed in this ordinance shall be
effective for bills mailed November 1, 2024 and after.
Passed this day of , 2024.
_____________________________________________________________________________
Renee Hall, City Clerk John A. Haila, Mayor
242
To:Mayor & City Council
From:Mark O. Lambert, City Attorney
Date:August 9, 2024
Subject:Closed Session
Item No. 44
MEMO
Motion to hold Closed Session as provided by Section 21.5(1)(c), Code of Iowa, to
discuss matters presently in or where litigation is imminent
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
243