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Home My WebLink About~Master - April 25, 2023, Regular Meeting of the Ames City Council*AMENDED* AGENDA REGULAR MEETING OF THE AMES CITY COUNCIL COUNCIL CHAMBERS – CITY HALL APRIL 25, 2023 NOTICE TO THE PUBLIC: The Mayor and City Council welcome comments from the public during discussion. If you wish to speak, please complete an orange card and hand it to the City Clerk. When your name is called, please step to the microphone, state your name for the record, and limit the time used to present your remarks in order that others may be given the opportunity to speak. The normal process on any agenda item is that the motion is placed on the floor, input is received from the audience, the Council is given an opportunity to comment on the issue or respond to the audience concerns, and the vote is taken. On ordinances, there is time provided for public input at the time of the first reading. CALL TO ORDER: 6:00 p.m. PROCLAMATIONS: 1. Proclamation for “Arbor Day,” April 28, 2023 2. Proclamation for “National Historic Preservation Month,” May 2023 *Additional Item: Proclamation for “National Library Week,” April 23-29, 2023 PRESENTATION: 3. Presentation of Historic Preservation Awards 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. 4. Motion approving payment of claims 5. Motion approving Minutes of Regular Meeting on April 11, 2023 6. Motion approving Report of Change Orders for period April 1-15, 2023 7. Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor Licenses a. Special Class C Liquor License – The Great Plains Sauce and Dough Co, 129 Main Street b. Class E Liquor License – Walgreens #12108, 2719 Grand Ave c. Class C Liquor License with Catering Privilege and Outdoor Service – Mother’s Pub, 2900 West Street d. Class B Beer Permit, Jeff’s Pizza Shop LLC, 2402 Lincoln Way e. Class C Liquor License with Outdoor Service – Bar la Tosca, 303 Welch Avenue 8. Motion approving temporary Outdoor Service for Class C Liquor License with Outdoor Service - Tip Top Lounge, 201 E. Lincoln Way, for the following dates in 2023: a. May 20 – May 21 b. June 1 – June 2 2 c. June 15 – June 16 d. June 29 – June 30 e. July 13 – July 14 f. July 27 – July 28 g. August 10 – August 11 h. August 24 – August 25 i. August 31 – September 1 j. September 9 – September 10 9. Ames on the Half Shell: a. Resolution approving waiver of enforcement of Municipal Code Section 17.17 related to alcohol consumption in City parks with respect only to Bandshell Park from 5:00 p.m. to 9:00 p.m. on Fridays June 2 – June 30, 2023 b. Motion approving 8-month Special Class C Retail Alcohol License with Outdoor Service – Ames on the Half Shell, Bandshell Park 10. Motion approving 5-day Special Class C Liquor License with Outdoor Service for Ames Chamber of Commerce 515 Celebration for closed area on May 17 and License Premise Transfer for May 19 11. Resolution approving appointments to Campus and Community Commission 12. Resolution approving Quarterly Investment Report for period ending March 31, 2023 13. Resolution waiving enforcement of prohibition of motorized vehicles in Ada Hayden Heritage Park for the Friends of Ada Hayden Heritage Park golf cart tours on September 11 and 12, 2023 14. Resolution approving exception to Section 22.32(c)(2)(v) to allow alcohol service in Sidewalk Café at Noir, 405 Kellogg 15. Resolution approving request to modify the City’s FY 2022/23 ASSET contract with NAMI of Central Iowa by reallocating $3,203 from Public Education and Awareness to Activity and Resource Center and $1,102 from Public Education and Awareness to Family/Peer Support services for a total of $4,305 16. Resolution setting May 9, 2023, as date of public hearing on proposal to enter into a Drinking Water State Revolving Loan Agreement and to borrow money thereunder 17. Resolution approving preliminary plans and specifications for the Water Plant Distributed Antenna System, setting May 31, 2023, as bid due date and June 13, 2023, as the date of public hearing 18. Resolution approving preliminary plans and specifications for 2023/24 Traffic Signal Program (S. Duff & Chestnut); setting May 17, 2023, as bid due date and May 23, 2023, as date of public hearing 19. Resolution approving preliminary plans and specifications for 2025/26 Traffic Signal Program (S. Duff Avenue & S. 3rd Street ); setting May 17, 2023, as bid due date and May 23, 2023, as date of public hearing 20. Resolution awarding contract for the purchase of playground equipment for University Community Childcare (UCC) in conjunction with CARES Round 2 (COVID-19) Grant Funding through the Iowa Economic Development Authority (IEDA) 21. Resolution approving purchase of eight solid rubber tires from SETCO Tire, Idabel, Oklahoma for a total of $84,396.56, to be delivered after July 1, 2023 3 22. Resolution approving professional services agreement for 2023/24 Intelligent Transportation System Program (Phase 3) project with HR Green, Inc., of Johnston, Iowa in an amount not to exceed $172,620 23. Resolution approving the contract renewal with ChemTreat, Inc, of Glen Allen, Virginia, for Chemical Treatment Program in an amount not to exceed $365,000 24. Resolution approving contract and bond for 2021/22 Concrete Street Pavement Improvements (Stange and 24th) with Con-Struct, Inc., of Ames, Iowa 25. Resolution approving contract and bond for 2021/22 Shared Use Path System Expansion – Iowa Creek with Caliber Concrete, LLC, of Adair, Iowa 26. Resolution approving contract and bond for 2022/23 Concrete Pavement Improvements (Brookridge Avenue, Ridgewood Avenue, Lee Street, 9th Street, Park Way, and Alley) with Shekar Engineering, P.L.C. of Des Moines, Iowa 27. Resolution approving contract and bond for the SAM Pump Station Standby Generator with Price Electric of Robins, Iowa 28. Resolution accepting the South 5th St (S Grand Ave to 600’ west of S Duff Ave) and South Grand Ave (Ioway Creek Dr to S 5th St) project as completed by Peterson Contractors, Inc. (PCI) of Reinbeck, Iowa in the amount of $3,188,148.65. 29. Resolution accepting the 2021/22 Arterial Street Pavement Improvements (North Dakota & Ontario Street) project as completed by Con-Struct Inc. of Ames, Iowa, in the amount of $1,427,992.70 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. The Mayor and City Council welcome comments from the public; however, at no time is it appropriate to use profane, obscene, or slanderous language. The Mayor may limit each speaker to three minutes. ADMINISTRATION: 30. Cyclone Welcome Weekend a. Resolution authorizing enhanced penalties for nuisance party violations beginning at 5:00 p.m., Friday August 18 and ending at 4:00 a.m. on Sunday, August 20, 2023 b. Resolution authorizing the Immediate Towing of Vehicles on Saturday, August 19, 2023, midnight to 11:59 p.m. in the designated area of Beach Avenue west to State Avenue and Lincoln Way south to Mortensen Avenue for certain illegal parking violations 31. Resolution approving request for City Council to allocate $10,000 for ribbon-cutting event at the James Herman Banning Ames Municipal Airport in conjunction with Juneteenth activities PARKS & RECREATION: 32. Staff update on the Steven L. Schainker Plaza 4 PLANNING AND HOUSING: 33. Staff Report on Infill Discussion Follow Up 34. Plat of Survey for 220 & 420 South Teller Avenue and 5810 & 5898 East Lincoln Way (Wyffels Hybrids) a. Resolution approving Plat of Survey for 220 & 420 South Teller Avenue and 5810 & 5898 East Lincoln Way b. Resolution approving Dedication of Right of Way c. Resolution to waive or defer sidewalks HEARINGS: 35. Hearing on City of Ames Budget and Property Tax Levy: a. Resolution authorizing and approving the Adjusted Fiscal Year 2022/23 b. Resolution authorizing and approving Fiscal Year 2023/24 Budget 36. Hearing on Zoning Text Amendment on Electric Vehicle Charging Stations Setbacks a. First passage of ordinance 37. Hearing on Zoning Text Amendment on Affordable Housing Parking Requirements a. First passage of ordinance 38. Hearing on 2022/23 Airport Improvements Program (South Apron Rehab) a. Motion accepting Report of Bids b. Resolution approving final plans and specification and awarding Division 1 and its Alternate A, and Division 2 and its Alternate B, of the 2022/23 Airport Improvements Program (South Apron Rehab) to Con-Struct of Ames, Iowa, in the amount of $1,251,705, contingent upon the receipt and execution of the agreements for Federal Bipartisan Infrastructure Law, 2) Federal Entitlement, and 3) State Airport Improvement Program grants in amounts necessary to finance the project expenditures ORDINANCES: 39. First reading of ordinance to increase water rates by 8% effective for bills mailed on or after July 1, 2023 40. Third reading and adoption of ORDINANCE NO. 4499 to amend the Ames Municipal Code Sections 18.31(32) and (343) regulating parking on Bristol Drive and Hampton Street DISPOSITION OF COMMUNICATIONS TO COUNCIL: COUNCIL COMMENTS: 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. MINUTES OF THE REGULAR MEETING OF THE AMES CITY COUNCIL AMES, IOWA APRIL 11, 2023 The Regular Meeting of the Ames City Council was called to order by Mayor John Haila at 6:00 p.m. on the 11th day of April, 2023, in the City Council Chambers in City Hall, 515 Clark Avenue, pursuant to law. Present were Council Members Gloria Betcher, Bronwyn Beatty-Hansen, Amber Corrieri, Tim Gartin, Rachel Junck, Anita Rollins and ex officio Tabitha Etten. PROCLAMATION FOR “ECONOMIC DEVELOPMENT WEEK:” Mayor Haila proclaimed the week of May 8 – 12, 2023, as Economic Development Week. Dylan Kline accepted the proclamation as a representative of the Chamber of Commerce and the Ames Economic Development Commission (AEDC). He briefly explained the scope of economic development and expressed his gratitude for the partnerships between the AEDC and the City, as well as local businesses. PROCLAMATION FOR “FAIR HOUSING MONTH:” Mayor Haila proclaimed April 2023 to be Fair Housing Month and presented the proclamation to Housing Coordinator Vanessa Baker- Latimer and Beth Skluzacek of the Central Iowa Board of Realtors. Coordinator Baker-Latimer gave thanks to the City Council for the continued support of Fair Housing Month and explained the “I Support Fair Housing” social media campaign taking place throughout the month. Ms. Skluzacek detailed some of the training practices taking place during April to help expand fair housing and educate communities of its importance. PRESENTATION OF “A HOME FOR EVERYONE” AWARD BY AMES HUMAN RELATIONS COMMISSION (AHRC): AHRC Vice Chair Wayne Clinton presented the 2023 “A Home for Everyone” awardee, Lori Allen. He shared a summary of Ms. Allen’s work as Director of Good Neighbor Emergency Assistance, which provides rent and utility assistance, and noted that this organization was able to help an average of 50 households a month. Ms. Allen gave thanks to all those who helped ensure there was a home for everyone in Ames. INTRODUCTION OF DIVERSITY, EQUITY, AND INCLUSION (DEI) COORDINATOR: Assistant City Manager Deb Schildroth introduced DEI Coordinator Casandra Eames to the City Council and members of the public. Coordinator Eames greeted the City Council and gave an overview of her education and previous work experience. Assistant City Manager Schildroth shared that Coordinator Eames will be the staff liaison for AHRC. CONSENT AGENDA: Moved by Corrieri, seconded by Betcher, to approve the consent agenda. 1. Motion approving payment of claims 2. Motion approving Minutes of Regular Meeting on March 28, 2023, and Special Meeting on March 21, 2023, and March 30, 2023 3. Motion approving Change Orders for period March 16-31, 2023 4. Motion approving premise update of Class C Retail Alcohol License – Sams Place, 125 Main Street 2 5. Motion approving ownership updates of Class C Liquor License – Cinemark Movies 12, 1317 Buckeye Avenue 6. Motion approving new 5-Day license (April 28 – May 2, 2023), Class C Retail Alcohol License – Christiani’s Events, 2601 East 13th Street 7. Motion approving new Class C Retail Alcohol License – Pasta al Forno, 2601 East 13th Street 8. Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor Licenses a. Class C Liquor License with Catering Privilege and Outdoor Service – Cyclone Experience Network, 1705 Center Drive Hilton Coliseum b. Class C Liquor License with Catering Privilege and Outdoor Service – Perfect Games Inc., 1320 Dickinson Avenue c. Special Class C Liquor License with class B Native Wine Permit – Szechuan House, 3605 Lincoln Way d. Class C Liquor License with Catering Privilege and Outdoor Service – Provisions Lot F, 2400 North Loop Drive e. Class C Beer Permit and Class B Wine Permit – Hy-Vee Fast and Fresh #2, 636 Lincoln Way 9. RESOLUTION NO. 23-195 approving exception to Section 22.32(c)(2)(v) to allow alcohol service in Sidewalk Café at Della Viti, 323 Main Street, Ste. 102 10. Motion setting July 18 and December 19, 2023, as Regular City Council meetings and canceling City Council meetings on July 25 and December 26, 2023 11. RESOLUTION NO. 23-196 approving appointment to Property Maintenance Appeals Board 12. RESOLUTION NO. 23-197 approving request from Heartland Senior Services to modify its FY 2022/23 ASSET Contract by reallocating $4,500 from Activity and Resource Center, $2,590 from Congregate Meals, and $6,500 from Outreach to the Home Delivered Meals program for a total of $13,590 13. RESOLUTION NO. 23-198 approving award of contract to RESCO, of Ankeny, Iowa, for the purchase of Electric Services aluminum cable in accordance with the bid amount of $69,416.25 (inclusive of Iowa sales tax) 14. 2023 CyRide HVAC Improvement Project a. Motion rejecting award for bid alternate #1 and bid alternate #2 b. RESOLUTION NO. 23-199 approving final plans and specifications and awarding contract to Mechanical Comfort Inc. of Ames, Iowa for the base bid in the amount of $534,750 for 2023 CyRide HVAC Improvement Project 15. RESOLUTION NO. 23-200 approving Preconstruction Agreement with Iowa DOT for Highway 69 (Grand Avenue and South Duff Avenue) Resurfacing 16. RESOLUTION NO. 23-201 approving contract and bond for Airport Underground Line Crossing with Voltmer, Inc. of Decorah, Iowa 17. RESOLUTION NO. 23-202 approving contract and bond for Power Plant Maintenance Services Contract with The Waldinger Corporation, of Des Moines, Iowa 18. RESOLUTION NO. 23-203 accepting the City Access Control System Project as complete by Commonwealth Electric Company of the Midwest, of Des Moines, Iowa, in the amount of $677,604 19. RESOLUTION NO. 23-204 accepting the Power Plant Unit #7 Boiler Repair Project as complete by Helfrich Brothers Boiler Works, Inc., of Lawrence, Massachusetts 3 Roll Call Vote: 6-0. Motion/Resolutions declared carried/adopted, signed by the Mayor, and hereby made a portion of these Minutes. PUBLIC FORUM: Mayor Haila opened and closed the Public Forum when no one came forward to speak. AMES URBAN FRINGE PLAN UPDATE AND 28E EXTENSION: Director of Planning and Housing Kelly Diekmann explained the history of the Ames Urban Fringe Plan (AUFP) and 28E Extension. Director Diekmann shared with the City Council that the January proposal, put together by staff at the request of the City Council, had not been accepted by Story County or by Gilbert. After detailing the proposals, as well as proposed changes from all parties, Director Diekmann requested direction from the City Council on how staff should proceed. He explained the City’s January response partially agreed with the earlier Story County requests by removing all Urban Reserve Overlay designation in the southwest area located west of State Avenue but retained the Growth Area designation and related Natural Area Overlay for the former Champlin property. In response to requests for no Urban Reserve Overlay north of 190th Street by the County and for a buffer with no Overlay by Gilbert, the City reduced the overlay north of 190 th Street to extend ¾ of a mile north of 190th Street and from the railroad tracks east to Arrasmith Trail (east of Hwy 69). Director Diekmann noted that based on the response letters, neither Gilbert nor Story County has agreed with the City’s January proposal. Both entities suggest a ¼ mile extension of Urban Reserve north of 190th Street with the remaining area as Ag and Farm Services. Story County also addressed the southwest, accepting the reduced Urban Reserve Overlay but requesting again that the former Champlin property be removed from the Growth Area and designated Ag and Farm Services. Director Diekmann shared that Story County also requests clarification that the Meadow Glen Neighborhood, designated as Rural Residential Existing, would also have the Urban Reserve Overlay removed. Story County suggested two policies be added to the Fringe Plan, One is to have a policy for directional drilling/boring for utility extensions in the Natural Areas. Secondly, that City will not annex into Urban Reserve until Growth Areas and Infill options have been utilized by the City. The directional boring is a new proposal, shared Director Diekmann, although the policy for infill utilization has been brought up by Story County during previous discussions. Story County also approved extending the current 28E until June 30, 2023 and requested Gilbert and Ames do the same. Subsequently, Gilbert has approved an extension until June 30th as well. Story County also describes at the end of their letter a request that the City Council initiate hearings to adopt a AUFP Update even if the City does not concur with their suggested changes to the Draft Plan. If the City Council approves an updated AUFP, they would then consider City’s approved plan and a new 28E agreement. Director Diekmann shared what options were available for the City Council to move forward and shared that staff did not have any further stance beyond the January proposal. 4 Council Member Betcher questioned what the process would look like without a 28E Extension and AUFP. Director Diekmann stated that it would be similar to the current relationship with Boone County, giving the City complete autonomy under State Code for annexation. He also noted that both Story County and the City would have subdivision authority, and both set of standards would have to be met to proceed with any projects. Zoning is the main area the City would not have control over, but he further explained that Story County’s zoning decisions could not prevent City annexation. Council Member Rollins questioned the City’s options for protecting environmentally sensitive areas, which Director Diekmann detailed. After answering questions from the City Council, Director Diekmann reiterated that City staff had no recommendations to accept or adopt these requests, as staff believe that the November proposal was the most advantageous. He explained that with the fresh policies and comprehensive plan recently developed by the Planning and Housing Department, it did not make sense to adopt a new fringe plan given Ames Plan 2040. Mayor Haila opened Public Input. Mayor Jonathan Popp of Gilbert spoke, asking the City Council to give some consideration to the proposals from Gilbert and Story County Board of Supervisors. He encouraged maintaining land as farm ground between Ames and Gilbert and advocated for protection of Ames water sources, and protection of Ada Hayden watershed. He also expressed concerns of the effects on school districts, the Gilbert-Franklin township fire station, and conservation in the area. Mayor Popp encouraged the City Council to do the “right thing.” He clarified for Council Member Gartin that further expansion into this area could lead to additional building and staffing requirements in the Gilbert school district stemming from students that weren’t originally planned for. Christine Hausner, 3505 245th Street, Ames, expressed her efforts to try to prove how important the Worle Creek corridor is and her belief the City should be focused on the conservation of this area. She shared that she had started an online petition which had received over 8,000 signatures. Ms. Hausner asked the City Council to keep the area in Ag and Farm services and protect the area from urban development. Rosalyn Brandt, 6314 510th Street, Ames, shared her concerns with dissolving the AUFP and her desire to protect the farmland in the area around Ames. She asked the City Council to limit urban sprawl and spoke against dissolving the AUFP. Kim Christensen, 2085 South Dakota Avenue, Ames, stated he agreed with the previous individuals’ viewpoints and that he was attending the meeting to represent the trustees of the Washington Township. He stated they were opposed to the proposed AUFP as Washington has shrunk due to annexation, and shared requests with the City Council from the Township of Washington. 5 Liesel Danielson, 2981 South Dakota Avenue, Ames, spoke in opposition to the AUFP asked to keep the southwest area of the AUFP in Ag and Farm Services to protect the land, and shared how involved the neighborhood had been in speaking out against it. Phil Iasevoli, 3108 South Dakota Avenue, Ames, spoke against the proposed AUFP designation in the southwest area. He shared the area is surrounded by Iowa State University owned land and his hope that the City Council will consider the removal of the southwest area from development. Alex Christensen, 2984 South Dakota Avenue, Ames, echoed his support for prior comments. Mayor Haila closed Public Input when no one else came forward to speak. Director Diekmann clarified per the request of Mayor Haila what authority would be held by Story County and the City of Ames if there were no AUFP to address concerns brought by those during Public Input. Moved by Betcher, seconded by Beatty-Hansen to approve Option Two: direct City staff to prepare a modified proposal to respond to the Cooperators. Vote on Motion: 2-4. Voting Aye: Betcher, Rollins. Voting Nay: Beatty-Hansen, Corrieri, Gartin, and Junck. Motion failed. The City Council discussed their priorities in handling the AUFP and continuing relationships with Story County and Gilbert, citing conservation and the best interests of the citizens of Ames. Moved by Corrieri, seconded by Gartin, to approve Option Three to take no action in response to proposals from Story County and City of Gilbert, and let the current 28E agreement expire. Vote on Motion: 6-0. Motion declared carried unanimously. PERSONS LIVING IN THEIR VEHICLES ON CITY STREETS UPDATE: City Attorney Mark Lambert went over the memo provided to the City Council and detailed that the City has no jurisdiction from the perspectives of fire code, public health, or the animals living in the vehicle as there is no evidence the animals are not receiving adequate care. The Iowa Department of Transportation (IDOT) had responded that they had no authority over those living in their vehicles. City Attorney Lambert provided the City Council with potential restrictions on the size of vehicles on City streets, and potential ramifications for each option. Mayor Haila opened and closed Public Input when no one came forward to speak. After thorough discussion between Council Members, Mayor Haila indicated that he would like the City Council to take a position on the record for this issue as there had been several complaints and letters from concerned citizens. Each member of the City Council shared their stance on this issue and engaged in discussion of the implications of any further action. 6 Moved by Beatty-Hansen, seconded by Rollins, to take no further action on this item. Vote on Motion: 4-2. Voting Aye: Beatty-Hansen, Betcher, Junck, and Rollins. Voting Nay: Corrieri and Gartin. Motion declared carried. Moved by Beatty-Hansen, seconded by Betcher, to request a memo from staff on current City ordinance that prohibits people from living in a vehicle on private or public property, in commercial or industrial zoning only, and following options to modify it. Vote on Motion: 6-0. Motion declared carried unanimously. RESOLUTION ALLOCATING FY 2022/23 CITY ASSET RESERVED FUNDS FOR HOUSING SERVICES: Assistant City Manager Deb Schildroth explained the background of the request and noted one of the caveats was that requests had to be made for services the City already contracts with the agency to provide in Fiscal Year (FY) 2022/23. After reviewing how City staff arrived at the apportionment for each agency, Assistant City Manager Schildroth stated there were representatives from each agency available to answer questions from the City Council. Mayor Haila opened and closed Public Input when no one came forward to speak. Moved by Betcher, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-205 allocating FY 2022/23 City ASSET Reserved Funds for Housing Services. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. REQUESTS FOR AMES PRIDEFEST ON SEPTEMBER 30, 2023: Mayor Haila opened Public Input. Katie Tschopp, Ames Pride Director, addressed the City Council and conveyed Pridefest’s offer to consider waiving of parking meter fees as a sponsorship of the event. She shared that this would allow the City to make a statement of support for a low cost. Council Member Beatty-Hansen stated that she was never in favor of making parking easier, but viewed this as a very important event to support. Mayor Haila closed Public Input when no one else came forward to speak. Moved by Beatty-Hansen, seconded by Junck, to approve option two to approve the requests for Ames Pridefest on Saturday, September 30, including the waiver of fees for vending and all parking. Council Member Beatty-Hansen withdrew the motion. Moved by Junck, seconded by Beatty-Hansen, to approve Option Two to approve the requests for Ames Pridefest on Saturday, September 30, including the waiver of fees for vending and all parking and reimburse the lost revenue, $373.50, from the Council Contingency fund. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Junck, seconded by Beatty-Hansen, to approving blanket Temporary Obstruction Permit and blanket Vending License. 7 Roll Call Vote: 6-0. Motion declared carried unanimously. Moved by Junck, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-206 approving closure of Douglas Avenue from Main Street to 6th Street and 5th Street between Kellogg and the alley east of Adams Funeral Home from 5:00 a.m. to 10:00 p.m. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. Moved by Junck, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-207 approving waiver of parking meter fees and enforcement. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. Moved by Junck, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-208 approving waiver of fee for blanket Vending License. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. The meeting recessed at 8:00 p.m. and reconvened at 8:06 p.m. AMES DOWNTOWN PLAZA PROJECT (STEVEN L. SCHAINKER PLAZA): Director of Fleet Services Corey Mellies provided a brief history of the project and the Change Orders that had been approved previously. He shared this change order was for upsizing the water line to the garage area for the ice resurfacer, a frost prevention system for the ice ribbon, removing the drop curb for the existing driveway on Clark Avenue and replacing it with full curb and gutter, and sidewalk replacement due to utility work by the City. Director Mellies stated that the biggest portion of the cost is due to the frost prevention system. Director Mellies explained that due to the site conditions being known during the design, the City should not be responsible for the costs associated with the frost prevention system. City staff will formally notify the design consultant that due to their inadequate design, the City must be reimbursed for this additional cost. However, he stated that the contractor cannot proceed with work on the ice ribbon until direction to proceed with the change order is provided. Approving the change order was necessary for City staff to be able to begin discussions the contractor regarding reimbursement. Director Mellies assured Mayor Haila of the confidence the subcontractor was offering for the quality of the ice and frost prevention system. Mayor Haila opened and closed Public Input when no one came forward to speak. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-209 approving Change Order No. 5 in the amount of $37,285.03 to Henkel Construction Company for the Steven L. Schainker Plaza bringing the total contract cost to $4,549,108.47, and direct staff to seek reimbursement from Confluence. 8 Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. NORTH RIVER VALLEY WELL FIELD AND PIPELINE PROJECT: Director of Water Pollution and Control John Dunn, gave the project history and shared that City staff had taken a month to evaluate awarding the contract. During this process, it was determined that there were inaccurate estimates provided by the Engineer, and this was the reason for the discrepancy between Engineers Estimate and bid totals. Director Dunn detailed for the City Council many different aspects that had been considered before the recommendation to award the contract was brought before them. He shared that City staff had conversations with the low bidder, and the bidder was willing to discuss potential cost savings in the electrical area of the project. Rob Baker from HDR Engineers was present to answer questions from the City Council. Director Dunn clarified for Mayor Haila that the increase in bid prices from the previous to present was an effect of four years of COVID-19. Mayor Haila encouraged Director Dunn to discuss with the low bidder to see if the bidder would be willing to negotiate on risk to lower costs for the City. It was noted that the electrical subcontractor had ideas for cost savings that would be explored. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-210 approving final plans and specifications and awarding contract to Keller Excavating, Inc., Boone, Iowa, in the amount of $10,200,955.80 for the North River Valley Well Field and Pipeline Project, contingent upon the Iowa Finance Authority approving the City’s construction loan. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. NUTRIENT REDUCTION FACILITY PLAN: Director Dunn introduced Travis Anderson of Strand Associates, who joined the meeting via Zoom and gave an update and overview on the context of the Nutrient Reduction Facility Plan. After thorough discussion and deliberations, it was determined that more information was needed before any action would be taken. In order to gain more clarity, the City Council determined tabling the items associated with the Nutrient Reduction Facility Plan was the best course of action. Moved by Corrieri, seconded by Betcher, to table Item NO. 29, RESOLUTION NO. 23-211, until April 25, 2023. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Corrieri, seconded by Betcher, to table Item NO. 30, RESOLUTION NO. 23-212, until April 25, 2023. Vote on Motion: 6-0. Motion declared carried unanimously. HEARING ON MAXIMUM LEVY: Finance Director Corey Goodenow and Budget Manager Nancy Masteller shared that this was the first of two Public Hearings needed to approve the final FY 2023/24 budget. City Manager Steve Schainker explained the original recommendation brought before the City Council was only a 13-cent levy increase, but a mistake made by the State 9 in calculating the rollback necessitated an increase of 37 cents in order to meet the General Fund’s need of $1.2 million. Director Goodenow shared a modification to the levy use, noting that City staff is proposing utilizing more of the General Fund Levy instead of the Employee Benefits levy. He stated that based on what was known at this time, this would allow for the greatest amount of flexibility in consideration of the legislation happening at the State level. Giving future City Councils the ability to utilize flexibility in determining tax rates was another goal of utilizing these levies. City Manager Schainker reiterated that the total levy amount was $10.20 with the 37-cent increase. He stated that City staff were trying to understand what the State wants to see in terms of levy usage and retain the City’s flexibility going forward. The bottom line stayed the same to the City’s customers, funds were just shifted between the two levies. City Manager Schainker confirmed that at the next hearing on the maximum levies, staff would show what the 37 cents means to the taxpayers in industrial, commercial, and residential categories. He also clarified that the property assessment valuations that had just been issued would not impact the FY 2023/24 budget, and that the City Council would have the option of decreasing the rate for FY 2024/25 budget to offset those increases. Further, he reminded the City Council and those watching that the General Levy was used to fund the Police Department, Fire Department, Parks and Recreation, and the Library. Mayor Haila noted that in many cases, residential rates decreased while commercial increased due to the rollback. Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Moved by Corrieri, seconded by Betcher, to adopt RESOLUTION NO. 23-213 approving maximum levy amount of $23,666,001 for Fiscal Year 2023/24. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-214 setting April 25, 2023, as date of public hearing on Adjusted Budget for FY 2022/23. Roll Call Vote: 6-0. 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. 23-215 setting April 25, 2023, as date of final public hearing and adoption of budget for FY 2023/24. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON PROPOSAL TO ENTER INTO AN ESSENTIAL LOAN AGREEMENT AND TO BORROW MONEY THEREUNDER IN A PRINCIPAL AMOUNT NOT TO EXCEED $11,750,000: Director Goodenow explained that this loan agreement was to fund various street and infrastructure projects, while the hearing to follow was related to park system 10 improvements. He noted City staff would be back with loan agreements when those projects were slated to move forward, as this was a “not to exceed” loan. Another item he clarified was that a hearing had already been conducted for the $1 million set aside for bonds for the Fitch Family Indoor Aquatic Center. Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-216 taking additional action on proposal to enter into a General Obligation Loan Agreements combining Loan Agreements, and providing for the levy of taxes to pay General Obligation Corporate Purpose Bonds, Series 2023. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON PROPOSAL TO ENTER INTO A GENERAL PURPOSE LOAN AGREEMENT AND TO BORROW MONEY THEREUNDER IN A PRINCIPAL AMOUNT NOT TO EXCEED $550,000: Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Mayor Haila commended Director Goodenow, City Manager Schainker, Assistant City Manager Brian Phillips, Assistant City Manager Schildroth and the rest of the finance team for their excellent work and leadership throughout the budget process and thanked them for all they did to help find solutions during a difficult budget season. Moved by Corrieri, seconded by Betcher, to adopt RESOLUTION NO. 23-216 taking additional action on proposal to enter into a General Obligation Loan Agreements combining Loan Agreements, and providing for the levy of taxes to pay General Obligation Corporate Purpose Bonds, Series 2023. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON BAKER SUBDIVISION: Coordinator Baker-Latimer shared her excitement to have the remaining lots at the Baker Subdivision under contract so that construction could begin. She also encouraged everyone to go see the construction underway at 1126 Grand Avenue. Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-217 approving purchase agreement for the sale of City-Owned Lots 2-7 in the Baker Subdivision to Habitat for Humanity of Central Iowa. Roll Call Vote: 5-0-1, Gartin abstaining due to conflict of interest. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. 11 HEARING ON POWER PLANT RENOVATIONS: Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Moved by Corrieri, seconded by Gartin, to accept the Report of Bids. Vote on Motion: 6-0. Motion declared carried unanimously. Director of Electric Services Donald Kom clarified for the City Council that staff in the Electric Department would be evaluating which aspects of the Power Plant Renovations could be carried out internally by City staff to reduce the costs of the overall project, and that the Electric Department was not planning on going back out for bids at this time. Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 23-218 rejecting all bids and directing staff to re-evaluate the project. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON REFUSE DERIVED FUEL (RDF) STORAGE BIN REPAIR: Mayor Haila opened and closed the Public Hearing when no one came forward to speak. Moved by Betcher, seconded by Corrieri, to accept the Report of Bids. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Corrieri, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-219 approving award of contract to Neumann Brothers, Inc., of Lawrence, Massachusetts, in the amount of $1,428,000. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. SECOND READING OF ORDINANCE ON REZONING A PORTION OF THE PROPERTY ADJACENT TO THE SOUTHWEST CORNER OF CAMERON SCHOOL ROAD AND GW CARVER AVENUE (THE BLUFFS AT DANKBAR FARMS): Moved by Rollins, seconded by Corrieri, to pass on second reading an ordinance relating to Rezoning a portion of the property adjacent to the southwest corner of Cameron School Road and GW Carver Avenue (The Bluffs at Dankbar Farms). Vote on Motion: 6-0. Motion declared carried unanimously. SECOND READING OF ORDINANCE TO AMEND THE AMES MUNICIPAL CODE SECTIONS 18.31(32) AND (343) REGULATING PARKING ON BRISTOL DRIVE AND HAMPTON STREET: Moved by Corrieri, seconded by Betcher, to pass on second reading an ordinance related to amend the Ames Municipal Code Sections 18.31(32) and (343) regulating parking on Bristol Drive and Hampton Street. Vote on Motion: 6-0. Motion declared carried unanimously. 12 THIRD PASSAGE AND ADOPTION OF ORDINANCE NO. 4490 OF REZONING PLANNED UNIT DEVELOPMENT (PUD) WITH MASTER PLAN FOR 3216 TRIPP STREET – BAKER SUBDIVISION, LOT 27 FROM RESIDENTIAL LOW DENSITY (RL) TO RESIDENTIAL MEDIUM DENSITY (RM) WITH PUD OVERLAY AND MASTER PLAN (CONTINUED FROM FEBRUARY 28, 2023, CITY COUNCIL MEETING): Moved by Rollins, seconded by Betcher, to pass on third reading and adopt ORDINANCE NO. 4490 rezoning Planned Unit Development (PUD) with Master Plan for 3216 Tripp Street – Baker Subdivision, Lot 27 from Residential Low Density (RL) to Residential Medium Density (RM) with PUD Overlay and Master Plan (continued from February 28, 2023, City Council meeting). Roll Call Vote: 6-0. Motion declared carried unanimously. THIRD PASSAGE AND ADOPTION OF ORDINANCE NO. 4496 ON ZONING TEXT AMENDMENT TO ELIMINATE ROOFTOP SOLAR PANEL ZONING REQUIREMENTS: Moved by Betcher, seconded by Beatty-Hansen, to pass on third reading and adopt ORDINANCE NO. 4496 on Zoning Text Amendment to Eliminate Rooftop Solar Panel Zoning Requirements. Roll Call Vote: 6-0. Motion declared carried unanimously. THIRD PASSAGE AND ADOPTION OF ORDINANCE NO. 4497 TO AMEND AMES MUNICIPAL CODE CHAPTERS 23 & 28 FOR UTILITY CONNECTIONS AND FEES AND RURAL WATER BUYOUT FEES: Moved by Corrieri, seconded by Betcher, to pass on third reading and adopt ORDINANCE NO. 4497 to amend Ames Municipal Code Chapters 23 & 28 for Utility Connections and Fees and Rural Water Buyout Fees. Roll Call Vote: 6-0. Motion declared carried unanimously. DISPOSITION OF COMMUNICATIONS TO COUNCIL: The first item to be discussed was an email from Chase Senneff regarding Mortenson Road resurfacing. Moved by Corrieri, seconded by Gartin, requesting Public Works staff to respond to the email. Vote on Motion: 6-0. Motion declared carried unanimously. An email from Dog Eared Books Staff regarding Downtown Employee Parking concerns was discussed next. Moved by Betcher, seconded by Corrieri, that the City Council get a memo back after City staff had further discussion with Dog Eared Books. Lastly, Dan Crim submitted an email stating concern about the sidewalk on Kent Avenue. Moved by Beatty-Hansen, seconded by Betcher, to request a memo from City staff in response. Vote on Motion: 6-0. Motion declared passed unanimously. COUNCIL COMMENTS: Ex officio Tabitha Etten expressed her thanks to the City Council for all who attended the joint meeting with the Iowa State Student Government. 13 Mayor Haila expressed his appreciation for the invitation from Iowa State Student Government and the interest students have in government in Ames. ADJOURNMENT: Moved by Betcher, seconded by Junck, to adjourn the meeting at 9:32 p.m. Vote on Motion: 6-0. Motion declared passed unanimously. __________________________________ ____________________________________ Grace A Bandstra, Deputy City Clerk John A. Haila, Mayor __________________________________ Renee Hall, City Clerk 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) Public Works Ioway Creek Restoration & Flood Mitigation Project 4 $3,327,523.50 Keller Excavating $350,625.92 $0.00 Extend Completion Date to 2/17/23 T. Peterson KS Public Works Ioway Creek Restoration & Flood Mitigation Project 5 $3,327,523.50 Keller Excavating $350,625.92 $-(13,780.75) T. Peterson KS Public Works 2020/21 Right-Of-Way Restoration (Native Vegetation) 1 $45,426.25 Country Landscapes, Inc. $0.00 $-(10,099.87) J. Joiner KS Water & Pollution Control Well Rehabilitation, Wells No. 8, 14, 20 & 23 3 $141,625.00 Northway Well & Pump Co. $26,349.00 $1,728.00 J. Dunn QE $ $ $ $ $ $ Period: 1st – 15th 16th – End of Month Month & Year: April 2023 For City Council Date: April 25, 2023 Item No. 6 515.239.5133 non-emergency 515.239.5130 Administration 515.239.5429 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org Police Department MEMO Smart Choice To: Mayor John Haila and Ames City Council Members From: Lieutenant Mike Arkovich, Ames Police Department Date: March 30, 2023 Subject: Beer Permits & Liquor License Renewal Reference City Council Agenda The Council agenda for April 25th, 2023, includes beer permits and liquor license renewals for:  The Great Plains Sauce and Dough Co, (129 Main Street) Special Class C Liquor License  Walgreens #12108, (2719 Grand Ave), Class E Liquor License  Mother’s Pub, (2900 West Street) Class C Liquor License with Catering Privilege and Outdoor Service  Jeff’s Pizza Shop LLC, (2402 Lincoln Way) Class B Beer  Bar la Tosca, (303 Welch Ave) Class C Liquor License with Class B Wine Permit and Outdoor Service A review of police records for the past 12 months found no liquor law violations for the above locations. The Ames Police Department recommends the license renewal for the listed businesses. Item No. 7 MEMO 515.239.5105 main 515.239.5142 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org City Clerk’s Office To: Mayor and Members of the City Council From: Grace Bandstra – Deputy City Clerk Date: April 25, 2023 Subject: Tip Top Lounge Outdoor Service Privilege Licenses, 201 E. Lincoln Way The owner of the Tip Top Lounge, Andrew White, has applied for ten temporary Outdoor Services Privilege Licenses for events on the following dates in 2023:  May 20 – May 21  June 1 – June 2  June 15 – June 16  June 29 – June 30  July 13 – July 14  July 27 – July 28  August 10 – August 11  August 24 – August 25  August 31 – September 1  September 9 – September 10 Mr. White has stated that the events will be located in the rear parking lot. Barricades will consist of two four-foot-high construction fences with four feet between them for a security buffer. There will be three entrances/exits used for the events. One will be through the main entrance/exit of Tip Top Lounge, and two will be located in the fenced area. Four security guards will be present for the events. Employees will be stationed to check IDs at each entrance/exit. Four bartenders and a general manager will also be on- site. Police have reviewed the calls for service from the past year including the event dates from last year, and there were no issues or recent violations that would cause concern. Tip Top Lounge currently holds a Class C Liquor License. /gab Item No. 8 1 ITEM #: ____9 __ DATE: 04-25-23 DEPT: _P&R__ COUNCIL ACTION FORM SUBJECT: REQUEST TO ALLOW ALCOHOL CONSUMPTION IN BANDSHELL PARK FOR AMES ON THE HALF SHELL BACKGROUND: In 2003, the Ames Jaycees hosted the first-ever Ames on the Half Shell at Bandshell Park. This event was established to raise money for the Durham Bandshell restoration while introducing an evening summer concert series in Ames. The event includes a live band with concession sales (food, beer, wine coolers, and soft drinks). Ames on the Half Shell in 2023 will be held on five Friday evenings June 2 – June 30. The band will play between the approximate hours of 5:00 and 8:00 PM, but no later than 8:30 PM. Again, this year, the Ames Jaycees are requesting that the group be allowed to sell alcohol (beer and wine coolers) at Bandshell Park during this event. According to the Jaycees, the sale of alcohol is what allows the group to raise money that is given directly back to the community through its projects. The Jaycees are required to obtain a State liquor license and dram shop insurance to assure compliance with local and State liquor laws. Alcohol would be served between the hours of 5:00 and 8:00 PM and consumed at ground level within a fenced-in area. The alcohol would need to be consumed by 9:00 PM or before the removal of the temporary fencing, whichever comes first. Municipal Code Section 17.17 prohibits the consumption of alcohol in public places, except premises covered by a valid alcoholic beverage license or certain specific City parks. Bandshell Park is not a location where alcoholic beverages are normally permitted, and therefore a waiver of enforcement of Section 17.17 of Municipal Code is required, along with approval of the alcoholic beverage license necessary to serve the public. The Parks and Recreation Commission reviewed this request at its March 23, 2023, meeting. The Commission recommended that City Council grant this waiver for Ames on the Half Shell on Fridays, June 2 – June 30. ALTERNATIVES: 2 1. City Council can approve: a. A waiver of enforcement of Section 17.17 of Municipal Code from 5:00 PM to 9:00 PM on Fridays, June 2 – June 30, to allow the Ames Jaycees to sell alcohol for Ames on the Half Shell at Bandshell Park. b. An 8-month Class B Beer Permit with Outdoor Service – Ames on the Half Shell, Bandshell Park pending Dram Shop Insurance. 2. Deny the request and do not allow the consumption of alcohol at the park. 3. Refer back to staff. CITY MANAGER’S RECOMMENDED ACTION: The Jaycees have been hosting this event at Bandshell Park for 19 years. Each year, Parks and Recreation administrative staff observes the event. Staff has been consistently impressed with the level of organization the Jaycees provide and that the event draws people of all ages. The Police Department receives very few phone calls or complaints concerning the event. Staff also takes into consideration the overall positive comments from the neighborhood. The ability to sell alcohol allows the Jaycees to fulfill its commitment to community betterment, which includes Parks and Recreation projects. Therefore, it is the City Manager’s recommendation to approve Alternative #1 A-B as stated above. Page 1 of 2 Applicant NAME OF LEGAL ENTITY AMES JAYCEES NAME OF BUSINESS(DBA) Ames on the Half Shell BUSINESS (515) 835-1255 ADDRESS OF PREMISES 125 East 5th Street PREMISES SUITE/APT NUMBER CITY Ames COUNTY Story ZIP 50010 MAILING ADDRESS PO Box 624 CITY Ames STATE Iowa ZIP 50010 Contact Person NAME Melissa Angstrom PHONE (515) 835-1255 EMAIL m_angstrom00@hotmail.com License Information LICENSE NUMBER LICENSE/PERMIT TYPE Special Class C Retail Alcohol License TERM 8 Month STATUS Submitted to Local Authority EFFECTIVE DATE EXPIRATION DATE LAST DAY OF BUSINESS SUB-PERMITS Special Class C Retail Alcohol License PRIVILEGES Outdoor Service Item No. 9 Page 2 of 2 Status of Business BUSINESS TYPE Nonprofit corporation organized under chapter 504. Ownership Individual Owners NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN Melissa Angstrom Ames Iowa 50010 Director 0.00 Yes Companies COMPANY NAME FEDERAL ID CITY STATE ZIP % OF OWNERSHIP Ames Jaycees 42-6075796 Ames Iowa 50010 100.00 Insurance Company Information INSURANCE COMPANY West Bend Mutual Insurance Company POLICY EFFECTIVE DATE May 15, 2023 POLICY EXPIRATION DATE Jan 15, 2024 DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE DATE OUTDOOR SERVICE EXPIRATION DATE BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE DATE TEMP TRANSFER EXPIRATION DATE Page 1 of 3 Applicant NAME OF LEGAL ENTITY AMES CHAMBER OF COMMERCE NAME OF BUSINESS(DBA) Ames Main Street BUSINESS (515) 232-2310 ADDRESS OF PREMISES 200 Block of 5th Street (from Kellogg Ave to Douglas Ave) PREMISES SUITE/APT NUMBER CITY Ames COUNTY Story ZIP 50010 MAILING ADDRESS 304 Main Street CITY Ames STATE Iowa ZIP 50010 Contact Person NAME Crystal D Davis PHONE (515) 520-0791 EMAIL crystal@ameschamber.com License Information LICENSE NUMBER LICENSE/PERMIT TYPE Class C Retail Alcohol License TERM 5 Day STATUS Submitted to Local Authority EFFECTIVE DATE EXPIRATION DATE LAST DAY OF BUSINESS SUB-PERMITS Class C Retail Alcohol License Item No. 10 Page 2 of 3 PRIVILEGES Outdoor Service Status of Business BUSINESS TYPE Nonprofit corporation organized under chapter 504. Ownership Individual Owners NAME CITY STATE ZIP POSITION % OF OWNERSHIP U.S. CITIZEN Crystal Davis Ames Iowa 50010 Director, Ames Main Street 0.00 Yes Companies COMPANY NAME FEDERAL ID CITY STATE ZIP % OF OWNERSHIP Ames Chamber of Commerce 42-0623975 Ames Iowa 50010 100.00 Insurance Company Information INSURANCE COMPANY Founders Insurance Company POLICY EFFECTIVE DATE May 16, 2023 POLICY EXPIRATION DATE May 21, 2023 DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE DATE OUTDOOR SERVICE EXPIRATION DATE Page 3 of 3 BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE DATE TEMP TRANSFER EXPIRATION DATE Caring People  Quality Programs  Exceptional Service MEMO To: City Council From: John A. Haila, Mayor Date: April 25, 2023 Subject: Appointments to Campus and Community Commission At the March 14, 2023, City Council meeting, the City Council confirmed a variety of appointments to the City’s boards and commissions. There remain a handful of vacancies to be filled, including two on the Campus and Community Commission. After consulting with City staff, I am pleased to recommend for City Council confirmation the appointment of Tam Lorenz to fill a term on the Campus and Community Commission as Neighborhood Representative ending on March 31, 2024. I am also pleased to recommend Eric Abrams to fill a term on the Campus and Community Commission as Business Community Representative ending March 31, 2026. JAH/jsn Item No. 11 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 Roger Wisecup, CPAFrom: City Treasurer Date: April 7, 2023 Subject: Investment Report for Quarter Ending March 31, 2023 Introduction The purpose of this memorandum is to present a report summarizing the performance of the City of Ames investment portfolio for the quarter ending March 31, 2023. Discussion This report covers the period ending March 31, 2023 and presents a summary of the investments on hand at the end of March 2023. 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 raised the federal fund rate from 4.25-4.50 percent to 4.75-5.00 percent in the last quarter. The yield curve is inverted, making shorter maturities pay higher rates than longer maturities. Future investments will be made at current interest rates and future interest income should increase. We will continue to evaluate our current investment strategy, remaining flexible to future investments while the Federal Reserve evaluates the target rate. Item No.12 BOOK MARKET UN-REALIZED DESCRIPTION VALUE VALUE GAIN/(LOSS) CERTIFICATES OF DEPOSIT 5,000,000 5,000,000 0 FEDERAL AGENCY DISCOUNTS 2,929,712 2,928,303 (1,409) FEDERAL AGENCY SECURITIES 101,657,089 99,365,905 (2,291,184) COMMERCIAL PAPER 10,799,805 10,785,205 (14,600) MISC COUPON SECURITIES 0 PASS THRU SECURITIES PAC/CMO MONEY FUND SAVINGS ACCOUNTS 293,555 293,555 0 PASSBOOK/CHECKING ACCOUNTS 0 US TREASURY DISCOUNTS 0 US TREASURY SECURITIES 89,659,160 86,744,311 (2,914,849) INVESTMENTS 210,339,321 205,117,279 (5,222,042) CASH ACCOUNTS 35,195,816 35,195,816 TOTAL FUNDS AVAILABLE 245,535,137 240,313,095 (5,222,042) ACCRUAL BASIS INVESTMENT EARNINGS YR-TO-DATE GROSS EARNINGS ON INVESTMENTS: 2,667,259 INTEREST EARNED ON CASH: 654,352 TOTAL INTEREST EARNED: 3,321,611 AND THE ACCUMULATED YEAR-TO-DATE CITY OF AMES, IOWA CASH AND INVESTMENTS SUMMARY AND SUMMARY OF INVESTMENT EARNINGS FOR THE QUARTER ENDED MARCH 31, 2023 f I?Y *F R rnes'" Days to YTM Maturity 360 Equiv. City of Ames YTM 365 Equiv. lnvestments FY 2022-2023 Portfolio Management Portfolio Summary March 31 , 2023 lnvestments Par Value Market Value Book Value olo of Portfolio Term Certificates of Deposit Money Market Commercial Paper Disc. -Amortizing Federal Agency Coupon Securities Federal Agency Disc. -Amortizing Treasury Coupon Securities lnvestments 5,000,000.00 293,554.63 11,000,000.00 102,460,000.00 3,000,000.00 91,000,000.00 5,000,000.00 293,554.63 10,785,205.00 99,365,905.29 2,928,303.00 86,744,310.50 5,000,000.00 293,554.63 10,799,805.00 101,657,089.10 2,929,711 .66 89,659,159.94 2.38 0.14 5.13 48.33 1.39 42.63 1,324 1 200 843 31 1 1,167 61 1 131 475 181 605 1.756 0.296 5.141 2.476 4.874 1.608 1.780 0.300 5.213 2.510 4.942 1.630 212,753,554.63 205,117,278.42 210,339,320.33 100.00%951 498 2.256 2.287 Total Earnings March 31 Month Ending Fiscal Year To Date Current Year Average Daily Balance Effective Rate of Return p ll, City T Reporti ng period 03/0 1 12023-03/31 12023 Run Date: O4lOSl2O23 - 16:04 4-7 -?ra] 383,728.54 209,180,870.88 2.16% 2,667,258.68 I certifi_lfrat these reports are in conformance with the lowa Public Investment Act. Portfolio 2023 AC PM (PRF_PM1) 7.3.11 Report Ver. 7.3.1 1 YTM 365 Page 1 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date Certificates of Deposit 1.780US Bank795014296 5,000,000.00 5,000,000.00 06/01/20231.78010/16/2019 5,000,000.00 1.756795014296 61 5,000,000.00 1.7565,000,000.005,000,000.005,000,000.00Subtotal and Average 1.780 61 Money Market 0.300First Interstate Bank4531558874 293,554.63 293,554.63 0.300293,554.63 0.296SYS4531558874B 1 293,554.63 0.296293,554.63293,554.63293,528.49Subtotal and Average 0.300 1 Passbook/Checking Accounts 0.150Wells Fargo6952311634B 0.00 0.00 0.1500.00 0.148SYS6952311634B 1 0.00 0.0000.000.000.00Subtotal and Average 0.000 0 Commercial Paper Disc. -Amortizing 5.316Angelsea1092-23 1,500,000.00 1,468,914.17 08/25/20235.11002/27/2023 1,468,500.00 5.2430347M3VR2 146 5.078Credit Agricole1091-23 1,000,000.00 971,540.83 10/31/20234.81002/14/2023 970,170.00 5.00822533UXX6 213 5.372MountCliff Funding1078-22 2,000,000.00 1,977,005.00 06/21/20235.11011/22/2022 1,976,000.00 5.29862455BTM7 81 5.062Misubishi Union Financial of J1076-22A 1,500,000.00 1,491,071.67 05/15/20234.87011/15/2022 1,485,525.00 4.99262479MSF1 44 5.062Misubishi Union Financial of J1076-22B 1,000,000.00 994,047.78 05/15/20234.87011/15/2022 990,350.00 4.99262479MSF1 44 5.030Misubishi Union Financial of J1090-23 1,000,000.00 981,715.55 08/15/20234.84002/14/2023 979,200.00 4.96162479MVF7 136 5.286Misubishi Union Financial of J1095-23 1,500,000.00 1,459,618.75 10/13/20234.97003/29/2023 1,459,230.00 5.21462479MXD0 195 5.289Misubishi Union Financial of J1096-23 1,500,000.00 1,455,891.25 10/31/20234.97003/29/2023 1,456,230.00 5.21662479MXX6 213 10,799,805.00 5.14110,785,205.0011,000,000.0011,435,365.59Subtotal and Average 5.213 131 Federal Agency Coupon Securities 0.600Farmer Mac0962-20 1,000,000.00 1,000,000.00 11/20/20250.60011/20/2020 910,935.00 0.59231422B3F5 964 0.341Federal Farm Credit0977-21A 1,000,000.00 999,344.74 11/12/20240.30003/02/2021 934,496.00 0.3363133EMQQ8 591 0.341Federal Farm Credit0977-21B 1,500,000.00 1,499,017.11 11/12/20240.30003/02/2021 1,401,744.00 0.3363133EMQQ8 591 0.180Federal Farm Credit0999-21 2,000,000.00 2,000,091.96 06/26/20230.20009/09/2021 1,978,320.00 0.1783133EM3S9 86 0.366Federal Farm Credit1008-21 2,000,000.00 1,998,987.73 10/12/20230.27010/15/2021 1,951,938.00 0.3613133ENAU4 194 0.696Federal Farm Credit1019-22A 1,500,000.00 1,499,716.20 04/13/20230.12501/20/2022 1,498,012.50 0.6863133EMVP4 12 0.696Federal Farm Credit1019-22B 1,000,000.00 999,810.80 04/13/20230.12501/20/2022 998,675.00 0.6863133EMVP4 12 1.239Federal Farm Credit1026-22 1,000,000.00 998,272.33 06/08/20230.30002/11/2022 991,683.00 1.2223133ELG81 68 2.539Federal Farm Credit1040-22A 1,500,000.00 1,482,126.74 01/25/20241.04005/20/2022 1,452,972.00 2.5043133ENLY4 299 2.539Federal Farm Credit1040-22B 1,000,000.00 988,084.50 01/25/20241.04005/20/2022 968,648.00 2.5043133ENLY4 299 3.232Federal Farm Credit1045-22A 1,500,000.00 1,483,869.57 11/25/20252.80006/13/2022 1,454,095.50 3.1883133ENXQ8 969 3.232Federal Farm Credit1045-22B 1,000,000.00 989,246.38 11/25/20252.80006/13/2022 969,397.00 3.1883133ENXQ8 969 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 Report Ver. 7.3.11 YTM 365 Page 2 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date Federal Agency Coupon Securities 3.554Federal Farm Credit1058-22 1,000,000.00 997,585.71 08/26/20243.37509/09/2022 984,239.00 3.5053133ENJ84 513 3.565Federal Farm Credit1059-22 1,000,000.00 999,098.10 09/13/20243.50009/13/2022 984,329.00 3.5163133ENL40 531 4.710Federal Farm Credit1069-22 2,500,000.00 2,209,352.26 05/27/20260.66010/14/2022 2,244,815.00 4.6463133EMHH8 1,152 4.585Federal Farm Credit1084-22 1,500,000.00 1,477,520.72 09/13/20243.50011/30/2022 1,476,493.50 4.5233133ENL40 531 4.875Federal Farm Credit1089-23A 1,500,000.00 1,500,000.00 01/10/20244.87501/10/2023 1,499,662.50 4.8083133EN5M8 284 4.875Federal Farm Credit1089-23B 1,000,000.00 1,000,000.00 01/10/20244.87501/10/2023 999,775.00 4.8083133EN5M8 284 0.581Federal Home Loan Bank0975-21 1,000,000.00 997,979.94 02/17/20260.65002/22/2021 909,931.00 0.5733130AL4V3 1,053 0.841Federal Home Loan Bank0978-21 1,000,000.00 992,709.51 02/11/20260.58003/15/2021 902,936.00 0.8293130AKXB7 1,047 0.385Federal Home Loan Bank0979-21A 1,500,000.00 1,499,856.40 03/15/20240.37503/17/2021 1,437,000.00 0.3803130ALKS2 349 0.385Federal Home Loan Bank0979-21B 1,000,000.00 999,904.27 03/15/20240.37503/17/2021 958,000.00 0.3803130ALKS2 349 1.116Federal Home Loan Bank0980-21 2,650,000.00 2,648,229.95 04/14/20260.50004/14/2021 2,458,097.60 1.1013130ALVT8 1,109 0.450Federal Home Loan Bank0984-21A 1,500,000.00 1,500,000.00 07/15/20240.45004/20/2021 1,419,672.00 0.4443130ALTV6 471 0.450Federal Home Loan Bank0984-21B 1,000,000.00 1,000,000.00 07/15/20240.45004/20/2021 946,448.00 0.4443130ALTV6 471 0.458Federal Home Loan Bank0985-21A 1,500,000.00 1,499,847.23 07/26/20240.45004/30/2021 1,418,235.00 0.4523130ALVQ4 482 0.458Federal Home Loan Bank0985-21B 1,000,000.00 999,898.16 07/26/20240.45004/30/2021 945,490.00 0.4523130ALVQ4 482 0.431Federal Home Loan Bank0991-21A 1,500,000.00 1,498,132.31 06/28/20240.33007/01/2021 1,419,811.50 0.4253130AMV66 454 0.431Federal Home Loan Bank0991-21B 1,000,000.00 998,754.87 06/28/20240.33007/01/2021 946,541.00 0.4253130AMV66 454 0.510Federal Home Loan Bank0992-21 1,500,000.00 1,500,000.00 08/30/20240.51007/01/2021 1,415,590.50 0.5033130AMZQ8 517 0.600Federal Home Loan Bank0994-21 2,000,000.00 2,000,000.00 05/28/20250.60009/03/2021 1,847,412.00 0.5923130ANKM1 788 0.202Federal Home Loan Bank1001-21 1,000,000.00 999,687.23 08/28/20230.12509/13/2021 980,978.00 0.1993130ANYM6 149 0.409Federal Home Loan Bank1002-21 1,000,000.00 999,516.67 09/13/20240.37509/13/2021 942,941.00 0.4033130ANR28 531 0.650Federal Home Loan Bank1013-21A 1,500,000.00 1,500,000.00 09/29/20230.65012/29/2021 1,469,085.00 0.6413130AQ7J6 181 0.650Federal Home Loan Bank1013-21B 1,000,000.00 1,000,000.00 09/29/20230.65012/29/2021 979,390.00 0.6413130AQ7J6 181 0.780Federal Home Loan Bank1016-21 1,000,000.00 1,000,000.00 12/29/20230.78012/29/2021 970,907.00 0.7693130AQ7K3 272 2.370Federal Home Loan Bank1038-22 1,500,000.00 1,486,534.93 08/28/20230.12505/09/2022 1,471,467.00 2.3383130ANYM6 149 2.250Federal Home Loan Bank1039-22 1,000,000.00 1,000,000.00 05/26/20232.25005/26/2022 996,022.00 2.2193130AS2B4 55 2.875Federal Home Loan Bank1043-22 1,500,000.00 1,500,000.00 06/14/20242.87506/14/2022 1,468,413.00 2.8363130AS6D6 440 2.870Federal Home Loan Bank1044-22 1,500,000.00 1,490,150.12 02/28/20242.12506/13/2022 1,464,267.00 2.8313130ARHG9 333 3.057Federal Home Loan Bank1052-22A 1,500,000.00 1,492,971.76 02/13/20242.50007/15/2022 1,470,262.50 3.0153130AFW94 318 3.057Federal Home Loan Bank1052-22B 1,000,000.00 995,314.51 02/13/20242.50007/15/2022 980,175.00 3.0153130AFW94 318 3.180Federal Home Loan Bank1055-22 1,000,000.00 999,353.73 06/14/20243.12508/04/2022 982,399.00 3.1363130ASHK8 440 3.210Federal Home Loan Bank1056-22 1,810,000.00 1,735,900.08 11/27/20240.62508/05/2022 1,698,395.40 3.1663130AMNR9 606 3.210Federal Home Loan Bank1057-22A 1,500,000.00 1,446,113.69 01/13/20251.10008/05/2022 1,456,339.50 3.1663130AQGT4 653 3.210Federal Home Loan Bank1057-22B 1,000,000.00 964,075.79 01/13/20251.10008/05/2022 970,893.00 3.1663130AQGT4 653 3.746Federal Home Loan Bank1060-22 1,500,000.00 1,484,679.32 06/06/20253.25009/13/2022 1,455,448.50 3.6943130AS6N4 797 4.148Federal Home Loan Bank1061-22 1,500,000.00 1,499,389.44 08/28/20254.13009/13/2022 1,469,049.00 4.0913130ASZD4 880 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 YTM 365 Page 3 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date Federal Agency Coupon Securities 4.000Federal Home Loan Bank1062-22 1,500,000.00 1,500,000.00 09/29/20254.00009/29/2022 1,478,041.50 3.9453130AT7A9 912 3.660Federal Home Loan Bank1064-22 1,500,000.00 1,477,880.63 12/13/20242.75009/14/2022 1,461,648.00 3.6103130A3GE8 622 4.634Federal Home Loan Bank1067-22 1,500,000.00 1,483,017.05 03/08/20243.37510/14/2022 1,479,997.50 4.5713130AT3H8 342 4.845Federal Home Loan Bank1073-22 1,000,000.00 976,315.16 02/28/20242.12511/09/2022 976,178.00 4.7783130ARHG9 333 4.810Federal Home Loan Bank1081-22 2,000,000.00 1,992,160.77 03/08/20244.37511/22/2022 1,991,300.00 4.7443130ATKJ5 342 5.125Federal Home Loan Bank1082-22 1,000,000.00 1,000,000.00 05/28/20245.12511/30/2022 996,958.00 5.0553130ATYD3 423 4.600Federal Home Loan Bank1085-22 1,000,000.00 970,293.37 12/13/20242.75011/30/2022 974,432.00 4.5373130A3GE8 622 4.810Federal Home Loan Bank1086-22 1,500,000.00 1,499,393.42 12/12/20234.75012/12/2022 1,498,434.00 4.7443130AU6T6 255 4.640Federal Home Loan Bank1087-22 1,000,000.00 1,001,137.58 04/15/20244.75012/15/2022 1,000,297.00 4.5773130AU6P4 380 4.787Federal Home Loan Bank1088-22A 1,500,000.00 1,500,000.00 07/27/20234.78112/30/2022 1,498,945.50 4.7223130AUC44 117 4.787Federal Home Loan Bank1088-22B 1,000,000.00 1,000,000.00 07/27/20234.78112/30/2022 999,297.00 4.7223130AUC44 117 5.063Federal Home Loan Bank1093-23A 1,500,000.00 1,514,082.75 07/28/20255.12503/27/2023 1,498,727.38 4.9943130AUNY6 849 5.063Federal Home Loan Bank1093-23B 1,000,000.00 1,009,388.49 07/28/20255.12503/27/2023 999,151.58 4.9943130AUNY6 849 5.355Federal Home Loan Bank1094-23 1,000,000.00 1,000,000.00 12/30/20245.35003/30/2023 999,208.00 5.2823130AVJ60 639 5.500Federal Home Loan Bank1097-23A 1,500,000.00 1,500,000.00 03/28/20255.50003/30/2023 1,498,282.50 5.4253130AVHN5 727 5.500Federal Home Loan Bank1097-23B 1,000,000.00 1,000,000.00 03/28/20255.50003/30/2023 998,855.00 5.4253130AVHN5 727 0.360Federal Home Loan Mortgage Co.0960-20 1,000,000.00 1,000,000.00 05/15/20240.36011/20/2020 951,266.00 0.3553134GXBD5 410 0.350Federal Home Loan Mortgage Co.0961-20 1,000,000.00 1,000,000.00 03/29/20240.35011/20/2020 955,908.00 0.3453134GWXC5 363 0.360Federal Home Loan Mortgage Co.1003-21 1,500,000.00 1,500,000.00 05/15/20240.36009/15/2021 1,426,899.00 0.3553134GXBD5 410 0.254Federal Home Loan Mortgage Co.1004-21 1,500,000.00 1,500,428.02 11/13/20230.30009/15/2021 1,458,835.50 0.2503134GXAY0 226 0.898Federal Home Loan Mortgage Co.1024-22 1,000,000.00 998,482.14 06/26/20230.25002/02/2022 989,272.00 0.8863137EAES4 86 3.360Federal Home Loan Mortgage Co.1050-22 1,500,000.00 1,491,122.40 12/23/20243.00006/23/2022 1,459,422.00 3.3143134GXVF8 632 5.000Federal Home Loan Mortgage Co.1083-22 1,000,000.00 1,000,000.00 11/27/20245.00011/30/2022 997,916.00 4.9323134GY5C2 606 1.274Federal Nat'l Mtg. Assoc.1027-22 1,000,000.00 997,218.66 07/10/20230.25002/11/2022 987,461.00 1.2563135G05G4 100 1.990Federal Nat'l Mtg. Assoc.1033-22 3,000,000.00 2,985,889.14 07/10/20230.25004/18/2022 2,962,383.00 1.9623135G05G4 100 3.005Federal Nat'l Mtg. Assoc.1051-22A 1,500,000.00 1,499,133.37 09/12/20232.87507/14/2022 1,486,459.50 2.9643135G0U43 164 3.005Federal Nat'l Mtg. Assoc.1051-22B 1,000,000.00 999,422.25 09/12/20232.87507/14/2022 990,973.00 2.9643135G0U43 164 3.715Federal Nat'l Mtg. Assoc.1063-22 1,500,000.00 1,454,297.48 10/15/20241.62509/14/2022 1,437,868.50 3.6643135G0W66 563 4.703Federal Nat'l Mtg. Assoc.1074-22 1,000,000.00 956,301.66 10/15/20241.62511/09/2022 959,662.33 4.6383135G0W66 563 101,657,089.10 2.47699,365,905.29102,460,000.0097,462,377.31Subtotal and Average 2.510 475 Federal Agency Disc. -Amortizing 4.942Federal Home Loan Bank1079-22 3,000,000.00 2,929,711.66 09/29/202311/22/2022 2,928,303.00 4.874313384MH9 181 2,929,711.66 4.8742,928,303.003,000,000.002,923,886.66Subtotal and Average 4.942 181 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 YTM 365 Page 4 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date Treasury Coupon Securities 2.459U.S. Treasury0860-19 3,000,000.00 2,996,115.73 05/31/20231.62503/08/2019 2,985,000.00 2.426912828R69 60 1.540U.S. Treasury0893-19 6,000,000.00 6,011,559.20 05/31/20232.75011/04/2019 5,979,378.00 1.5199128284S6 60 0.384U.S. Treasury0982-21 6,000,000.00 6,112,258.65 05/31/20242.00004/15/2021 5,829,378.00 0.379912828XT2 426 0.663U.S. Treasury0983-21 6,000,000.00 5,947,101.55 05/31/20250.25004/15/2021 5,535,936.00 0.654912828ZT0 791 0.360U.S. Treasury0986-21A 1,500,000.00 1,541,278.84 08/15/20242.37505/14/2021 1,459,921.50 0.355912828D56 502 0.360U.S. Treasury0986-21B 1,000,000.00 1,027,519.23 08/15/20242.37505/14/2021 973,281.00 0.355912828D56 502 0.515U.S. Treasury0988-21 4,000,000.00 3,977,306.48 05/31/20250.25006/11/2021 3,690,624.00 0.508912828ZT0 791 0.275U.S. Treasury0989-21 3,000,000.00 3,060,048.33 05/31/20242.00006/11/2021 2,914,689.00 0.271912828XT2 426 0.460U.S. Treasury0990-21A 1,500,000.00 1,523,194.10 09/30/20241.50006/18/2021 1,438,594.50 0.454912828YH7 548 0.460U.S. Treasury0990-21B 1,000,000.00 1,015,462.73 09/30/20241.50006/18/2021 959,063.00 0.454912828YH7 548 0.225U.S. Treasury1000-21 1,500,000.00 1,519,761.85 09/30/20232.87509/09/2021 1,486,875.00 0.2229128285D8 182 0.270U.S. Treasury1006-21 3,000,000.00 2,999,288.58 05/31/20230.12510/15/2021 2,977,500.00 0.26691282CCD1 60 0.342U.S. Treasury1007-21 2,000,000.00 1,998,024.33 09/15/20230.12510/15/2021 1,959,376.00 0.33791282CAK7 167 0.384U.S. Treasury1009-21 2,000,000.00 1,998,338.13 11/15/20230.25010/15/2021 1,944,688.00 0.37891282CAW1 228 0.518U.S. Treasury1010-21 6,000,000.00 6,102,863.01 05/31/20242.00010/15/2021 5,829,378.00 0.511912828XT2 426 0.785U.S. Treasury1011-21 4,000,000.00 3,954,352.46 05/31/20250.25010/15/2021 3,690,624.00 0.775912828ZT0 791 1.005U.S. Treasury1012-21 3,500,000.00 3,472,489.18 05/31/20260.75010/15/2021 3,183,358.50 0.99191282CCF6 1,156 0.710U.S. Treasury1023-22 1,000,000.00 999,537.28 04/30/20230.12501/21/2022 996,719.00 0.70091282CBX8 29 2.641U.S. Treasury1032-22 9,000,000.00 8,492,800.69 05/31/20260.75004/14/2022 8,185,779.00 2.60591282CCF6 1,156 1.936U.S. Treasury1034-22 1,500,000.00 1,501,973.23 05/31/20232.75004/18/2022 1,494,844.50 1.9109128284S6 60 2.309U.S. Treasury1035-22 1,000,000.00 984,949.34 12/15/20230.12504/18/2022 968,438.00 2.27791282CBA8 258 2.361U.S. Treasury1036-22 2,000,000.00 1,976,460.01 12/31/20230.75004/18/2022 1,941,250.00 2.32891282CDR9 274 2.756U.S. Treasury1037-22 4,500,000.00 4,108,038.85 05/31/20270.50004/18/2022 3,948,048.00 2.719912828ZS2 1,521 2.381U.S. Treasury1041-22A 1,500,000.00 1,497,503.84 11/30/20232.12505/20/2022 1,474,687.50 2.348912828U57 243 2.381U.S. Treasury1041-22B 1,000,000.00 998,335.89 11/30/20232.12505/20/2022 983,125.00 2.348912828U57 243 2.510U.S. Treasury1042-22 2,000,000.00 1,988,470.91 05/31/20242.00005/23/2022 1,943,126.00 2.476912828XT2 426 2.948U.S. Treasury1049-22 1,500,000.00 1,494,308.04 06/30/20231.37506/17/2022 1,487,578.50 2.908912828S35 90 4.550U.S. Treasury1066-22 1,500,000.00 1,461,017.52 11/30/20230.50010/14/2022 1,458,516.00 4.48791282CDM0 243 4.579U.S. Treasury1068-22 1,500,000.00 1,437,299.35 04/15/20240.37510/14/2022 1,435,312.50 4.51791282CBV2 380 4.320U.S. Treasury1070-22 5,000,000.00 4,639,679.94 05/15/20272.37510/14/2022 4,748,440.00 4.260912828X88 1,505 4.301U.S. Treasury1071-22 1,000,000.00 857,800.00 05/31/20270.50010/14/2022 877,344.00 4.242912828ZS2 1,521 4.738U.S. Treasury1080-22 2,000,000.00 1,964,022.67 12/31/20232.25011/22/2022 1,963,438.00 4.673912828V23 274 89,659,159.94 1.60886,744,310.5091,000,000.0092,065,712.82Subtotal and Average 1.630 605 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 YTM 365 Page 5 Par Value Book Value Stated RateMarket Value March 31, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date 2.256209,180,870.88 212,753,554.63 2.287 498205,117,278.42 210,339,320.33Total and Average Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 YTM 365 Page 6 Par Value Book Value Stated RateMarket Value March 31, 2023 Portfolio Details - Cash Average BalanceIssuer Portfolio Management Investments FY 2022-2023 Days to Maturity YTM 360CUSIP Investment # Purchase Date 0.00 2.256209,180,870.88 212,753,554.63 2.287 498 0Average Balance 205,117,278.42 210,339,320.33Total Cash and Investments Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PM2) 7.3.11 Page 1 Par Value Stated Rate March 31, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2022-2023 YTM 365 YTM 360 Payment DatesCUSIP Investment # Issuer Purchase Date Accrued Interest At Purchase Certificates of Deposit USB795014296 5,000,000.00 5,000,000.001.78006/01/2023795014296 12/01 - 06/0110/16/2019 5,000,000.001.7801.756 5,000,000.00Certificates of Deposit Totals 5,000,000.000.001.7565,000,000.00 1.780 Money Market FIB4531558874 293,554.63 293,554.630.300SYS4531558874B 10/01 - Monthly 293,554.630.3000.296 293,554.63Money Market Totals 293,554.630.000.296293,554.63 0.300 Passbook/Checking Accounts WF6952311634B 0.00 0.000.150SYS6952311634B 08/01 - Monthly 0.000.1500.148 0.00Passbook/Checking Accounts Totals 0.000.000.0000.00 0.000 Commercial Paper Disc. -Amortizing ANGLES1092-23 1,500,000.00 1,468,914.175.11008/25/20230347M3VR2 08/25 - At Maturity02/27/2023 1,461,887.925.3165.243 CACPNY1091-23 1,000,000.00 971,540.834.81010/31/202322533UXX6 10/31 - At Maturity02/14/2023 965,394.725.0785.008 MCFUND1078-22 2,000,000.00 1,977,005.005.11006/21/202362455BTM7 06/21 - At Maturity11/22/2022 1,940,099.445.3725.298 MUFGBK1076-22A 1,500,000.00 1,491,071.674.87005/15/202362479MSF1 05/15 - At Maturity11/15/2022 1,463,272.095.0624.992 MUFGBK1076-22B 1,000,000.00 994,047.784.87005/15/202362479MSF1 05/15 - At Maturity11/15/2022 975,514.725.0624.992 MUFGBK1090-23 1,000,000.00 981,715.554.84008/15/202362479MVF7 08/15 - At Maturity02/14/2023 975,531.115.0304.961 MUFGBK1095-23 1,500,000.00 1,459,618.754.97010/13/202362479MXD0 10/13 - At Maturity03/29/2023 1,458,997.505.2865.214 MUFGBK1096-23 1,500,000.00 1,455,891.254.97010/31/202362479MXX6 10/31 - At Maturity03/29/2023 1,455,270.005.2895.216 10,799,805.00Commercial Paper Disc. -Amortizing Totals 10,695,967.500.005.14111,000,000.00 5.213 Federal Agency Coupon Securities FAMCA0962-20 1,000,000.00 1,000,000.000.60011/20/202531422B3F5 05/20 - 11/2011/20/2020 1,000,000.000.6000.592 FFCB0977-21A 1,000,000.00 999,344.740.30011/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 998,500.000.3410.336 FFCB0977-21B 1,500,000.00 1,499,017.110.30011/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 1,497,750.000.3410.336 FFCB0999-21 2,000,000.00 2,000,091.960.20006/26/20233133EM3S9 12/26 - 06/26 Received09/09/2021 2,000,700.000.1800.178 FFCB1008-21 2,000,000.00 1,998,987.730.27010/12/20233133ENAU4 04/12 - 10/12 Received10/15/2021 1,996,200.000.3660.361 FFCB1019-22A 1,500,000.00 1,499,716.200.12504/13/20233133EMVP4 04/13 - 10/13 Received01/20/2022 1,489,523.040.6960.686 FFCB1019-22B 1,000,000.00 999,810.800.12504/13/20233133EMVP4 04/13 - 10/13 Received01/20/2022 993,015.350.6960.686 FFCB1026-22 1,000,000.00 998,272.330.30006/08/20233133ELG81 06/08 - 12/08 Received02/11/2022 987,700.001.2391.222 FFCB1040-22A 1,500,000.00 1,482,126.741.04001/25/20243133ENLY4 07/25 - 01/25 Received05/20/2022 1,463,220.002.5392.504 FFCB1040-22B 1,000,000.00 988,084.501.04001/25/20243133ENLY4 07/25 - 01/25 Received05/20/2022 975,480.002.5392.504 FFCB1045-22A 1,500,000.00 1,483,869.572.80011/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 1,479,000.003.2323.188 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PMS) 7.3.11 Report Ver. 7.3.11 Page 2 Par Value Stated Rate March 31, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2022-2023 YTM 365 YTM 360 Payment DatesCUSIP Investment # Issuer Purchase Date Accrued Interest At Purchase Federal Agency Coupon Securities FFCB1045-22B 1,000,000.00 989,246.382.80011/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 986,000.003.2323.188 FFCB1058-22 1,000,000.00 997,585.713.37508/26/20243133ENJ84 02/26 - 08/26 Received09/09/2022 996,620.003.5543.505 FFCB1059-22 1,000,000.00 999,098.103.50009/13/20243133ENL40 03/13 - 09/1309/13/2022 998,756.003.5653.516 FFCB1069-22 2,500,000.00 2,209,352.260.66005/27/20263133EMHH8 11/27 - 05/27 Received10/14/2022 2,166,625.004.7104.646 FFCB1084-22 1,500,000.00 1,477,520.723.50009/13/20243133ENL40 03/13 - 09/13 Received11/30/2022 1,472,310.004.5854.523 FFCB1089-23A 1,500,000.00 1,500,000.004.87501/10/20243133EN5M8 07/10 - 01/1001/10/2023 1,500,000.004.8754.808 FFCB1089-23B 1,000,000.00 1,000,000.004.87501/10/20243133EN5M8 07/10 - 01/1001/10/2023 1,000,000.004.8754.808 FHLB0975-21 1,000,000.00 997,979.940.65002/17/20263130AL4V3 08/17 - 02/17 Received02/22/2021 996,500.000.5810.573 FHLB0978-21 1,000,000.00 992,709.510.58002/11/20263130AKXB7 08/11 - 02/11 Received03/15/2021 987,500.000.8410.829 FHLB0979-21A 1,500,000.00 1,499,856.400.37503/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 1,499,550.000.3850.380 FHLB0979-21B 1,000,000.00 999,904.270.37503/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 999,700.000.3850.380 FHLB0980-21 2,650,000.00 2,648,229.950.50004/14/20263130ALVT8 10/14 - 04/1404/14/2021 2,647,085.001.1161.101 FHLB0984-21A 1,500,000.00 1,500,000.000.45007/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,500,000.000.4500.444 FHLB0984-21B 1,000,000.00 1,000,000.000.45007/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,000,000.000.4500.444 FHLB0985-21A 1,500,000.00 1,499,847.230.45007/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 1,499,625.000.4580.452 FHLB0985-21B 1,000,000.00 999,898.160.45007/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 999,750.000.4580.452 FHLB0991-21A 1,500,000.00 1,498,132.310.33006/28/20243130AMV66 12/28 - 06/28 Received07/01/2021 1,495,500.000.4310.425 FHLB0991-21B 1,000,000.00 998,754.870.33006/28/20243130AMV66 12/28 - 06/28 Received07/01/2021 997,000.000.4310.425 FHLB0992-21 1,500,000.00 1,500,000.000.51008/30/20243130AMZQ8 12/30 - 06/30 Received07/01/2021 1,500,000.000.5100.503 FHLB0994-21 2,000,000.00 2,000,000.000.60005/28/20253130ANKM1 02/28 - 08/28 Received09/03/2021 2,000,000.000.6000.592 FHLB1001-21 1,000,000.00 999,687.230.12508/28/20233130ANYM6 02/28 - 08/28 Received09/13/2021 998,500.000.2020.199 FHLB1002-21 1,000,000.00 999,516.670.37509/13/20243130ANR28 03/13 - 09/13 Received09/13/2021 999,000.000.4090.403 FHLB1013-21A 1,500,000.00 1,500,000.000.65009/29/20233130AQ7J6 03/29 - 09/2912/29/2021 1,500,000.000.6500.641 FHLB1013-21B 1,000,000.00 1,000,000.000.65009/29/20233130AQ7J6 03/29 - 09/2912/29/2021 1,000,000.000.6500.641 FHLB1016-21 1,000,000.00 1,000,000.000.78012/29/20233130AQ7K3 06/29 - 12/2912/29/2021 1,000,000.000.7800.769 FHLB1038-22 1,500,000.00 1,486,534.930.12508/28/20233130ANYM6 08/28 - 02/28 Received05/09/2022 1,457,040.002.3702.338 FHLB1039-22 1,000,000.00 1,000,000.002.25005/26/20233130AS2B4 11/26 - 05/2605/26/2022 1,000,000.002.2502.219 FHLB1043-22 1,500,000.00 1,500,000.002.87506/14/20243130AS6D6 12/14 - 06/1406/14/2022 1,500,000.002.8752.836 FHLB1044-22 1,500,000.00 1,490,150.122.12502/28/20243130ARHG9 08/28 - 02/28 Received06/13/2022 1,481,475.002.8702.831 FHLB1052-22A 1,500,000.00 1,492,971.762.50002/13/20243130AFW94 08/13 - 02/13 Received07/15/2022 1,487,205.003.0573.015 FHLB1052-22B 1,000,000.00 995,314.512.50002/13/20243130AFW94 08/13 - 02/13 Received07/15/2022 991,470.003.0573.015 FHLB1055-22 1,000,000.00 999,353.733.12506/14/20243130ASHK8 12/14 - 06/14 Received08/04/2022 999,000.003.1803.136 FHLB1056-22 1,810,000.00 1,735,900.080.62511/27/20243130AMNR9 11/28 - 05/28 Received08/05/2022 1,706,558.503.2103.166 FHLB1057-22A 1,500,000.00 1,446,113.691.10001/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 1,426,305.013.2103.166 FHLB1057-22B 1,000,000.00 964,075.791.10001/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 950,870.003.2103.166 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PMS) 7.3.11 Page 3 Par Value Stated Rate March 31, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2022-2023 YTM 365 YTM 360 Payment DatesCUSIP Investment # Issuer Purchase Date Accrued Interest At Purchase Federal Agency Coupon Securities FHLB1060-22 1,500,000.00 1,484,679.323.25006/06/20253130AS6N4 12/06 - 06/06 Received09/13/2022 1,480,815.003.7463.694 FHLB1061-22 1,500,000.00 1,499,389.444.13008/28/20253130ASZD4 02/28 - 08/28 Received09/13/2022 1,499,250.004.1484.091 FHLB1062-22 1,500,000.00 1,500,000.004.00009/29/20253130AT7A9 03/29 - 09/2909/29/2022 1,500,000.004.0003.945 FHLB1064-22 1,500,000.00 1,477,880.632.75012/13/20243130A3GE8 12/13 - 06/13 Received09/14/2022 1,470,760.503.6603.610 FHLB1067-22 1,500,000.00 1,483,017.053.37503/08/20243130AT3H8 03/08 - 09/08 Received10/14/2022 1,474,601.164.6344.571 FHLB1073-22 1,000,000.00 976,315.162.12502/28/20243130ARHG9 02/28 - 08/28 Received11/09/2022 966,030.004.8454.778 FHLB1081-22 2,000,000.00 1,992,160.774.37503/08/20243130ATKJ5 03/08 - 09/08 Received11/22/2022 1,989,160.004.8104.744 FHLB1082-22 1,000,000.00 1,000,000.005.12505/28/20243130ATYD3 05/28 - 11/2811/30/2022 1,000,000.005.1255.055 FHLB1085-22 1,000,000.00 970,293.372.75012/13/20243130A3GE8 12/13 - 06/13 Received11/30/2022 964,420.004.6004.537 FHLB1086-22 1,500,000.00 1,499,393.424.75012/12/20233130AU6T6 06/12 - 12/1212/12/2022 1,499,130.004.8104.744 FHLB1087-22 1,000,000.00 1,001,137.584.75004/15/20243130AU6P4 04/15 - 10/1512/15/2022 1,001,460.004.6404.577 FHLB1088-22A 1,500,000.00 1,500,000.004.78107/27/20233130AUC44 01/27 - 07/2712/30/2022 1,500,000.004.7874.722 FHLB1088-22B 1,000,000.00 1,000,000.004.78107/27/20233130AUC44 01/27 - 07/2712/30/2022 1,000,000.004.7874.722 FHLB1093-23A 1,500,000.00 1,514,082.755.12507/28/20253130AUNY6 07/28 - 01/28 12,171.8803/27/2023 1,501,920.005.0634.994 FHLB1093-23B 1,000,000.00 1,009,388.495.12507/28/20253130AUNY6 07/28 - 01/28 8,114.5803/27/2023 1,001,280.005.0634.994 FHLB1094-23 1,000,000.00 1,000,000.005.35012/30/20243130AVJ60 06/30 - 12/3003/30/2023 1,000,000.005.3555.282 FHLB1097-23A 1,500,000.00 1,500,000.005.50003/28/20253130AVHN5 09/28 - 03/2803/30/2023 1,500,000.005.5005.425 FHLB1097-23B 1,000,000.00 1,000,000.005.50003/28/20253130AVHN5 09/28 - 03/2803/30/2023 1,000,000.005.5005.425 FHLMC0960-20 1,000,000.00 1,000,000.000.36005/15/20243134GXBD5 05/15 - 11/15 Received11/20/2020 1,000,000.000.3600.355 FHLMC0961-20 1,000,000.00 1,000,000.000.35003/29/20243134GWXC5 03/29 - 09/29 Received11/20/2020 1,000,000.000.3500.345 FHLMC1003-21 1,500,000.00 1,500,000.000.36005/15/20243134GXBD5 11/15 - 05/15 Received09/15/2021 1,500,000.000.3600.355 FHLMC1004-21 1,500,000.00 1,500,428.020.30011/13/20233134GXAY0 11/13 - 05/13 Received09/15/2021 1,501,500.000.2540.250 FHLMC1024-22 1,000,000.00 998,482.140.25006/26/20233137EAES4 06/26 - 12/26 Received02/02/2022 991,000.000.8980.886 FHLMC1050-22 1,500,000.00 1,491,122.403.00012/23/20243134GXVF8 12/23 - 06/2306/23/2022 1,487,154.603.3603.314 FHLMC1083-22 1,000,000.00 1,000,000.005.00011/27/20243134GY5C2 05/27 - 11/2711/30/2022 1,000,000.005.0004.932 FNMA1027-22 1,000,000.00 997,218.660.25007/10/20233135G05G4 07/10 - 01/10 Received02/11/2022 985,700.001.2741.256 FNMA1033-22 3,000,000.00 2,985,889.140.25007/10/20233135G05G4 07/10 - 01/10 Received04/18/2022 2,937,000.001.9901.962 FNMA1051-22A 1,500,000.00 1,499,133.372.87509/12/20233135G0U43 09/12 - 03/12 Received07/14/2022 1,497,750.003.0052.964 FNMA1051-22B 1,000,000.00 999,422.252.87509/12/20233135G0U43 09/12 - 03/12 Received07/14/2022 998,500.003.0052.964 FNMA1063-22 1,500,000.00 1,454,297.481.62510/15/20243135G0W66 10/15 - 04/15 Received09/14/2022 1,438,045.863.7153.664 FNMA1074-22 1,000,000.00 956,301.661.62510/15/20243135G0W66 04/18 - 10/18 1,083.3311/09/2022 943,740.004.7034.638 101,657,089.10Federal Agency Coupon Securities Totals 101,250,250.0221,369.792.476102,460,000.00 2.510 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PMS) 7.3.11 Page 4 Par Value Stated Rate March 31, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2022-2023 YTM 365 YTM 360 Payment DatesCUSIP Investment # Issuer Purchase Date Accrued Interest At Purchase Federal Agency Disc. -Amortizing FHLB1079-22 3,000,000.00 2,929,711.6609/29/2023313384MH9 09/29 - At Maturity11/22/2022 2,879,228.334.9424.874 2,929,711.66Federal Agency Disc. -Amortizing Totals 2,879,228.330.004.8743,000,000.00 4.942 Treasury Coupon Securities US TRE0860-19 3,000,000.00 2,996,115.731.62505/31/2023912828R69 05/31 - 11/30 Received03/08/2019 2,899,980.002.4592.426 US TRE0893-19 6,000,000.00 6,011,559.202.75005/31/20239128284S6 11/30 - 05/31 Received11/04/2019 6,251,220.001.5401.519 US TRE0982-21 6,000,000.00 6,112,258.652.00005/31/2024912828XT2 05/31 - 11/30 Received04/15/2021 6,300,937.500.3840.379 US TRE0983-21 6,000,000.00 5,947,101.550.25005/31/2025912828ZT0 05/31 - 11/30 Received04/15/2021 5,899,218.750.6630.654 US TRE0986-21A 1,500,000.00 1,541,278.842.37508/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,597,770.000.3600.355 US TRE0986-21B 1,000,000.00 1,027,519.232.37508/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,065,180.000.3600.355 US TRE0988-21 4,000,000.00 3,977,306.480.25005/31/2025912828ZT0 11/30 - 05/31 Received06/11/2021 3,958,400.000.5150.508 US TRE0989-21 3,000,000.00 3,060,048.332.00005/31/2024912828XT2 11/30 - 05/31 Received06/11/2021 3,152,940.000.2750.271 US TRE0990-21A 1,500,000.00 1,523,194.101.50009/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,550,790.000.4600.454 US TRE0990-21B 1,000,000.00 1,015,462.731.50009/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,033,860.000.4600.454 US TRE1000-21 1,500,000.00 1,519,761.852.87509/30/20239128285D8 09/30 - 03/31 Received09/09/2021 1,581,544.760.2250.222 US TRE1006-21 3,000,000.00 2,999,288.580.12505/31/202391282CCD1 11/30 - 05/31 Received10/15/2021 2,992,968.750.2700.266 US TRE1007-21 2,000,000.00 1,998,024.330.12509/15/202391282CAK7 03/15 - 09/15 Received10/15/2021 1,991,718.750.3420.337 US TRE1009-21 2,000,000.00 1,998,338.130.25011/15/202391282CAW1 11/15 - 05/15 Received10/15/2021 1,994,453.130.3840.378 US TRE1010-21 6,000,000.00 6,102,863.012.00005/31/2024912828XT2 11/30 - 05/31 Received10/15/2021 6,231,562.500.5180.511 US TRE1011-21 4,000,000.00 3,954,352.460.25005/31/2025912828ZT0 11/30 - 05/31 Received10/15/2021 3,923,593.750.7850.775 US TRE1012-21 3,500,000.00 3,472,489.180.75005/31/202691282CCF6 11/30 - 05/31 Received10/15/2021 3,459,804.691.0050.991 US TRE1023-22 1,000,000.00 999,537.280.12504/30/202391282CBX8 04/30 - 10/31 Received01/21/2022 992,596.520.7100.700 US TRE1032-22 9,000,000.00 8,492,800.690.75005/31/202691282CCF6 05/31 - 11/30 Received04/14/2022 8,338,359.382.6412.605 US TRE1034-22 1,500,000.00 1,501,973.232.75005/31/20239128284S6 05/31 - 11/30 Received04/18/2022 1,513,417.971.9361.910 US TRE1035-22 1,000,000.00 984,949.340.12512/15/202391282CBA8 06/15 - 12/15 Received04/18/2022 964,648.442.3092.277 US TRE1036-22 2,000,000.00 1,976,460.010.75012/31/202391282CDR9 06/30 - 12/31 Received04/18/2022 1,946,562.502.3612.328 US TRE1037-22 4,500,000.00 4,108,038.850.50005/31/2027912828ZS2 05/31 - 11/30 Received04/18/2022 4,018,359.382.7562.719 US TRE1041-22A 1,500,000.00 1,497,503.842.12511/30/2023912828U57 05/31 - 11/30 Received05/20/2022 1,494,257.812.3812.348 US TRE1041-22B 1,000,000.00 998,335.892.12511/30/2023912828U57 05/31 - 11/30 Received05/20/2022 996,171.872.3812.348 US TRE1042-22 2,000,000.00 1,988,470.912.00005/31/2024912828XT2 05/31 - 11/30 Received05/23/2022 1,980,000.002.5102.476 US TRE1049-22 1,500,000.00 1,494,308.041.37506/30/2023912828S35 06/30 - 12/31 Received06/17/2022 1,476,093.752.9482.908 US TRE1066-22 1,500,000.00 1,461,017.520.50011/30/202391282CDM0 11/30 - 05/31 Received10/14/2022 1,433,906.254.5504.487 US TRE1068-22 1,500,000.00 1,437,299.350.37504/15/202491282CBV2 10/15 - 04/15 Received10/14/2022 1,409,414.064.5794.517 US TRE1070-22 5,000,000.00 4,639,679.942.37505/15/2027912828X88 11/15 - 05/15 Received10/14/2022 4,599,218.754.3204.260 US TRE1071-22 1,000,000.00 857,800.000.50005/31/2027912828ZS2 11/30 - 05/31 Received10/14/2022 842,000.004.3014.242 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PMS) 7.3.11 Page 5 Par Value Stated Rate March 31, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2022-2023 YTM 365 YTM 360 Payment DatesCUSIP Investment # Issuer Purchase Date Accrued Interest At Purchase Treasury Coupon Securities US TRE1080-22 2,000,000.00 1,964,022.672.25012/31/2023912828V23 12/31 - 06/30 Received11/22/2022 1,946,953.134.7384.673 89,659,159.94Treasury Coupon Securities Totals 89,837,902.390.001.60891,000,000.00 1.630 210,339,320.33Investment Totals 209,956,902.8721,369.79212,753,554.63 2.256 2.287 Portfolio 2023 AC Run Date: 04/05/2023 - 16:04 PM (PRF_PMS) 7.3.11 For Quarter Ending March 31, 2023 0.14% 55.68% 44.18% Portfolio by Asset Class Cash and Equivalents Long Term Short Term For Quarter Ending March 31, 2023 0.71%0.47% 0.47% 11.05% 29.83%4.00% 0.14% 4.23% 0.94% 3.06% 42.77% 2.35% Par Value by Issuer Graph ANGLES CACPNY FAMCA FFCB FHLB FHLMC FIB FNMA MCFUND MUFGBK UST US BANK For Quarter Ending March 31, 2023 0.14% 2.38% 5.13% 48.33% 1.39% 42.63% Book Value By Investment Type Money Market Certificate of Deposit Commercial Paper Federal Agency Coupon Securities Federal Agency Discounts Treasury Coupon Securities For Quarter Ending March 31, 2023 0.00 1.00 2.00 3.00 4.00 5.00 6.00 Investment Yield by Type ITEM # _ 13 _ DATE: 04/25/23 DEPT: P&R_ COUNCIL ACTION FORM SUBJECT: REQUEST TO WAIVE ENFORCEMENT OF PROHIBITION OF MOTORIZED VEHICLES IN ADA HAYDEN HERITAGE PARK BACKGROUND: Each September from 2004 through 2011, members of the local Moose Lodge provided golf cart rides around Ada Hayden Heritage Park (AHHP) for older adults with mobility impairments. Lodge members determined that if they did not provide this service, these individuals may never get to experience the overall beauty of the 437-acre site. Although motorized mobility devices (e.g., electric wheelchairs, motorized mobility scooters, etc.) are permitted on the trails, many individuals do not have this type of device that enables them to enjoy the park system. In 2016-2019 and 2021-2022, the Friends of Ada Hayden Heritage Park (Friends) provided this valuable service to individuals with mobility impairments. Due to the COVID- 19 pandemic, the golf cart tours were not held in 2020. When the tours have been held, the Friends have received many positive comments. As a result, the Friends are proposing to offer tours on Monday, September 11, 2023, 9:00 AM – 4:30 PM, with Tuesday, September 12, 2023 as a rain date. The Friends will rent golf carts, provide volunteers as drivers and interpreters, and provide the City with a Certificate of Insurance to cover liability. Tours will be promoted and reservations will be taken for various time slots. Municipal Code Section 19.9 restricts motorized vehicles to streets and parking lots. Therefore, the Friends are requesting City Council waive enforcement of this Ordinance on Monday, September 11 and Tuesday, September 12 (rain date), 9:00 AM and 4:30 PM at AHHP. This request is attached. The Parks and Recreation Commission reviewed this request at its April 20, 2023 meeting and recommended City Council grant this waiver. ALTERNATIVES: 1. Waive enforcement of Section 19.9 of Municipal Code between the hours of 9:00 AM and 4:30 PM on Monday, September 11 and Tuesday, September 12, at Ada Hayden Heritage Park to allow the Friends of Ada Hayden Heritage Park to provide golf cart tours to mobility impaired individuals. 2. Deny the request. CITY MANAGER’S RECOMMENDATION: The Friends of Ada Hayden Heritage Park are proposing to provide a tremendous service for members of our community that otherwise would not have the opportunity to tour this park in its entirety. Therefore, it is City Manager’s recommendation to approve Alternative #1 as stated above. April 10, 2023 Keith Abraham and Ames Parks Commissioners Director of Ames Parks and Recreation kabraham@city.Ames.is.us Dear Keith and Parks Commissioners: Friends of Ada Hayden would like to provide an opportunity for Ames area residents who have mobility issues to access Ada Hayden Park in the Fall ’23. We would rent golf carts, provide a driver/interpreter for each cart and facilitate a 1.5 – 2-hour tour of the park. In 2021 & ‘22 the reviews were outstanding, with 60-70 people participating each year. In 2023 we are proposing September 11th (the 12th would be a rain date) as the date for the tours. Our principal contacts have included the ever-growing senior housing operations. Northcrest, Green Hills, Northridge, The Meadows and others would welcome the event to continue. We are planning to expand the audience with increased publicity and additional contacts. We would like to offer this activity again in the Fall ’23. Tours would be conducted beginning at 9:00 a.m. to 4:30 p.m. on the proposed day. We will provide liability/hazard insurance for both the City of Ames and the golf cart company. We are seeking approval from both the Parks Commission and the Ames City Council for a temporary suspension of the “no motorized vehicles” rule on the trails to hold this special event. The Friends of Ada Hayden are happy to provide this service to the mobility challenged residents of the community at no cost to the City or the Parks Department. We appreciate your partnership and that you will approve this request. Please let me know if you have questions or concerns about the event. Thank you. James Patton, Board Member Friends of the Ada Hayden Heritage Park 1829 Waterbury Circle Ames, Iowa 50010 712-830-3736 Jlpatton.rotary@gmail.com 1 ITEM #: 14 DATE: 04-25-23 DEPT: Admin COUNCIL ACTION FORM BACKGROUND: In 2017, the City Council adopted new regulations regarding Sidewalk Cafés. These regulations allow for alcohol service in certain circumstances. Establishments that, under Section 17.16 of Municipal Code, may allow minors on the premises are permitted to serve alcohol at their sidewalk cafés without prior special approval. These applications are approved by staff as long as the applicant obtains the appropriate Outdoor Service Privilege for its license. Establishments that are not allowed to have minors on the premises under Section 17.16 of Municipal Code must request approval from the City Council to serve alcohol at their sidewalk cafés. Noir (405 Kellogg Avenue) has submitted a request to implement a sidewalk café and serve alcohol at it. This is the first time the City has received a request from this establishment for a sidewalk café. Noir has a Class C Liquor License and, because a majority of its sales come from selling alcoholic beverages, may not have minors on the premises according to Section 17.16 of Municipal Code. Therefore, approval from the City Council is required to allow alcohol service at its proposed sidewalk café. The sidewalk café regulations call for the City Council to consider requests from establishments in Noir’s situation on a case-by-case basis. The Code specifies that the City Council shall consider the following factors when presented with a request: 1. Site Conditions – Noir’s proposed site contains sufficient room without obstructions to facilitate the proposed set of three tables and six chairs. The proposed sidewalk café will be permitted to take up no more than 5.5 feet of the 11-foot sidewalk. 2. Compliance History/Staff Training – A review of Police records indicates no liquor or nuisance violations since the opening of Noir. The establishment passed the most recent alcohol compliance check. According to the applicant, most of the service staff has participated in I-PACT (Iowa Program for Alcohol Compliance Training), and others have taken ServeSafe training. All employees are re-certified every two years. The establishment has a policy to check IDs for any customer who appears under 40 years of age. Police records indicate none of the establishment’s staff has participated in the Police Department ID card training. 3. Other Factors the Council Deems Relevant – During the review of similar requests, the City Council has not identified other factors to consider when weighing whether to grant approval for requests of this type. Should the City Council have specific concerns, staff could request additional information from the applicant before the Council moves forward with approving or denying the request. 2 In addition to the above three specific issues the Council must take into consideration with this request, the Municipal Code requirement that any sidewalk café at which alcohol is served must operate with additional restrictions compared to those where alcohol is not served. The additional, required restrictions that would apply to Noir are:  Patron ingress and egress shall be controlled and continually monitored by staff  No alcoholic beverages may be sold or served later than 10 p.m.  Patrons may not consume beverages purchased at another location on the premises Finally, the Municipal Code empowers the City Council to impose special conditions on any sidewalk café granted an exception to dispense alcohol if it feels such restrictions are appropriate. Upon staff review of the application materials, the application appears complete and in order. Noir does not currently have an Outdoor Service Privilege on file. Because holding the appropriate liquor control license is a pre-requisite to allow alcohol service at a sidewalk café, Council approval of Noir’s request to serve alcohol must be made subject to obtaining and maintaining an Outdoor Service Privilege throughout the 2023 Sidewalk Café season. The Council should note that the Noir Sidewalk Café is located within the area that is anticipated to be used for the beer garden and entertainment area for the RAGBRAI overnight stop on July 25-26. Therefore, consistent with the Council’s recent conditions on another Sidewalk Café approval in the area (Della Viti), staff is proposing that the Noir Sidewalk Café not be permitted to allow alcoholic beverages from Noir after 4:00 p.m. only on July 25, but Noir would not be required to remove its sidewalk café fixtures that evening. This will help manage the delineation between the Noir licensed premises and the RAGBRAI outdoor service area premises. ALTERNATIVES: 1. Approve the request from Noir to allow alcohol service at its sidewalk café during the 2023 sidewalk café season, subject to Noir obtaining and maintaining its Outdoor Service Privilege. The approval is conditioned upon no alcohol service from Noir being provided within the Sidewalk Café between 4:00 p.m. July 25 and 2:00 a.m. July 26, 2023. 2. Approve the request as described in Alternative #1, but require Noir staff to complete Police Department ID card training within the next 90 days as a condition of ongoing approval. 3. Deny the request. CITY MANAGER’S RECOMMENDED ACTION: 3 It is important to ensure that alcohol service in public places occurs in an appropriate environment. Municipal Code requires a higher level of scrutiny for establishments where alcohol service is taking place and there is little to no food service, as compared to establishments where alcohol is ancillary to the food service. In this instance, the establishment has an exceptional compliance record, and has adopted procedures that maintain a safe, controlled environment where alcohol is served. The application for the sidewalk café indicates a proposed outdoor service area that can be easily monitored and that does not attempt to overcrowd the area. It should be noted that the alternatives presented indicate approval is for only the 2023 sidewalk café season (April through October, according to Municipal Code). Sidewalk café applications must be completed anew each season; they do not carry over from year-to-year. This follows the practice established with approval of previous requests for alcohol service at sidewalk cafes. Requiring new requests each year ensures an opportunity to review performance and impose special conditions or withhold approval if the establishment fails to meet the Council’s expectations. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 1 ITEM #: 15 DATE: 04-25-23 DEPT: CMO COUNCIL ACTION FORM SUBJECT: REQUEST TO MODIFY FY 2022/23 ASSET ALLOCATION TO NAMI OF CENTRAL IOWA BACKGROUND: NAMI of Central Iowa (NAMI) has submitted a request (Attachment A) to the City to modify its FY 2022/23 ASSET allocation. The request is to transfer a total of $4,305 from Public Education and Awareness to two other services: 1.) $3,203 to Activity and Resource Center and 2.) $1,102 to Family/Peer Support services Funding for the Activity and Resource Center was exhausted in January 2023, and they are seeing a steady increase in attendance due to additional activities being offered. The Family/Peer Support services funding was exhausted in October 2022 and NAMI has been scheduling additional classes and support groups in response to the growing need in the community. The revised allocations appear in the table below. Service Original Allocation Change Revised Allocation Public Education and Awareness $11,728 - $4,305 $7,423 Activity/Resource Center 6,734 3,203 9,937 Family/Peer Support 500 1,102 1,602 TOTAL $18,962 $0 $18,962 If the request to reallocate funds to the Activity and Resource Center and Family/Peer Support services is approved, the unit rates of all three services will remain unchanged. The number of units purchased will increase for the Activity and Resource Center and Family/Peer Support services while a reduction will occur for Public Education and Awareness. NAMI will be able to draw down units already provided during this fiscal year, but which have not been paid because City funds have been exhausted in these programs since January 2023 (Activity and Resource Center) and October 2022 (Family/Peer Support). 2 ALTERNATIVES: 1. Approve the request to modify the City’s FY 2022/23 ASSET contract with NAMI by reallocating $3,203 from Public Education and Awareness to Activity and Resource Center and $1,102 from Public Education and Awareness to Family/Peer Support services for a total of $4,305. 2. Do not approve the request. CITY MANAGER’S RECOMMENDED ACTION: Mental health services are the highest priority in Council’s current ASSET priorities and NAMI’s programs are tailored to serve both individuals with mental health needs as well as family members and caregivers. The reallocation of City funds will provide support for the continued mental health needs in the community. Therefore, it is the recommendation of the City Manager that City Council adopt Alternative No. 1, thereby approving the request to modify the City’s FY 202 2/23 ASSET contract with NAMI, as described above. 1lRlnr Central Iowa National Alliance on Menlal lllness 4/1.0123 Dear Ames City Council, I am writing to request PEA Public Education and Awareness funds be reallocated to both FPS Family & Peer Support and Activity & Resource Center programs. This is primarily because there is a great amount in PEA funds remaining while FPS and ARC have both been exhausted. We actively recruiting new presenters for the PEA program, but currently do not have the needed presenters to fulfill the remaining funds. On the other hand, both exhausted programs (FPS and ARC) continue to grow and actively support the residents of Ames. We have NAMI signature classes scheduled and support groups ongoing in the city of Ames. Additionally, we are offering more activities at the Wellness Center, including the WRAP program which we anticipate will increase attendance. Wellness Center attendance in general is up (in December we had 111 visit (duplicated) versus 1"57 visits (duplicated) in February. We are respectfully requesting the following amendments to the remaining FY23 funds Warm regards, ) Erik Gustafson, Senior Program Director signed for: Roxanne Petersen, CEO / President NAMlCentral lowa NAMI Central lowa | 424 5th Street. Ames. lA. 50010 | 515.292.9400 I prog ra ms@ na m icentral iowa.org Program Current Remaining Dollars Requested Dollars PEA 7274.96 2969.26 FPS 5o 1101.83 ARC $o 3203.87 ITEM#: 16 DATE: 04-25-23 DEPT: W&PC COUNCIL ACTION FORM SUBJECT: SETTING DATE OF PUBLIC HEARING FOR DRINKING WATER STATE REVOLVING FUND LOAN IN AN INCREMENTAL INCREASE OF $4,000,000 FOR NEW WATER WELLS BACKGROUND: The City’s source water management strategy since the mid-1970s has been to avoid a need to ration water when experiencing a drought similar to that experienced in 1975 -76. As old wells fail and need to be replaced, and as demand for treated water increase s, additional water supply wells must be constructed. The North River Valley Well Field and Pipeline Project will provide a combination of new and replacement water supply capacity. This project will construct three new wells and an interconnecting pipeline to the Water Treatment Plant. It will also include new fiber optic communication with the Water Treatment Plant for well controls and security measures. The three new wells will also be connected to the existing standby generator located at the Water Treatment Plant to provide emergency power to the wells. This project was previously bid in May 2019, but the bids that were received were significantly greater than the engineers’ estimates at the time ($6,696,665 versus $4,996,085), predominately due to the electrical work required, and were rejected. A new Notice to Bidders was issued on January 24, 2023. The electrical scope was revised to connect to an existing generator at the Wa ter Treatment Plant instead of providing a separate generator at the wells. Following the March 3rd, 2023, bid due date, three bids were received, with one being non-responsive for failing to provide a price for the Division 1 work. The bids were once again significantly higher than the engineers’ estimates ($10,200,956 versus $6,327,380). In comparing the two responsive bids, the Grand Totals are within 4% of one another. This suggests that the bid prices are competitive and reflect the current market prices, and that the discrepancy between the estimates and the bids received was the result of bad estimates rather than bad bids. In anticipation of the project, the City Council held a public hearing on November 22, 2023, and adopted a resolution instituting proceedings to take additional action for the authorization of a loan and disbursement agreement in a not to exceed amount of $8,500,000, and identified the Iowa Drinking Water State Revolving Fund (DWSRF) as the funding source. As a result of the higher than anticipated project costs, staff now recommends setting the public hearing for an additional not to exceed amount of $4,000,000 to cover the increased costs associated with the project as well as other potential cost increases and change orders. It should be noted that the City will only access the necessary funding to support the project which staff currently projects to be $12,100,000. Given that the previous authorization was approved for $8,500,000, staff is only requesting the incremental amount necessary to provide funding for the project , which DWSRF staff has indicated will be made available. Additionally, through the process, staff has confirmed with bond counsel and the City’s financial advisors that projects across the state are exceeding many engineer’s estimates and it has become customary for projects to require additional funding. As a precautionary measure, however, when the City awarded the contract on April 11, 2023, to Keller Excavating, Inc., the award was contingent on securing the necessary funding from the DWSRF program. Staff has updated the Water Fund model to evaluate the impact of the increased project cost on the water utility fund balance and believes that through a combination of other project savings, anticipated grant proceeds and project delays, all of which were highlighted on the April 11, 2023 Council Action Form, the City will be able to maintain the previously projected rate increases. If authorized, following the public hearing, staff will work with the DWSRF program to prepare a loan and disbursement agreement for City Council consideration at a future meeting. This agreement represents the final step in the process for public revenue bond issuances. ALTERNATIVES: 1. Set May 9th, 2023, as the date of public hearing for a Drinking Water State Revolving Fund Loan with an incremental increase of $4,000,000. 2. Take no action to proceed with the incremental loan increase at this time, and provide further direction to staff regarding the future of this project. CITY MANAGER’S RECOMMENDED ACTION: In order to proceed with the construction of a new well field, staff recommends the City authorize the issuance of revenue bonds in the amount not to exceed $4,000,000. Staff has identified the Drinking Water State Revolving Fund as the most appropriate financing vehicle for this project. Through a combination of other project savings, anticipated grant proceeds, and project delays, all of which were highlighted on the April 11, 2023 Council Action Form, the City will be able to maintain the previously projected rate increases. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 1 ITEM #: 17 DATE: 04-25-23 DEPT: W&PC COUNCIL ACTION FORM SUBJECT: WATER TREATMENT PLANT DISTRIBUTED ANTENNA SYSTEM – NOTICE TO BIDDERS BACKGROUND: The exterior of the Water Treatment Plant (WTP) is constructed primarily of pre-cast concrete panels and the interior of the structure also contains pre-cast concrete, poured- in-place concrete, as well as steel piping and equipment. These components, along with the large volume of water that is continuously moving through t reatment, has created an environment that does not allow cellular phone signals to transmit easily within the facility. The WTP is staffed 24-hours per day and only one staff member is present for much of the time. A key safety component for the WTP staff is the ability to make and receive routine and emergency phone calls from anywhere within the building. This project will extend the cellular networks of Verizon and US Cellular throughout the building and will allow routine safety calls to be made or received anywhere inside of the WTP. Improvement of the cellular signal within the building will also enhance the abilities of the Incident Command Center (ICC), as the ICC now operates out of the WTP when the need arises to activate it. On June 18, 2021, a contract was awarded to Commdex, LLC of Smyrna, Georgia, for design of a Distributed Antenna System. Commdex has completed the design and staff is ready to issue a Notice to Bidders for the Distributed Antenna System. The engineer’s estimate of probable construction costs is $227,677. The estimated project expenses and budget information is outlined in the tables below. Estimated Total Project Expense Design Services $ 20,207 Construction (Engineer’s Estimate + 20% Contingency) $ 273,212 Construction Phase Professional Services $ 24,512 Total Estimated Project Expense $ 317,931 Total Authorized Budget FY 2021/22 CIP $ 10,756 FY 2022/23 CIP $ 346,244 Total Authorized Budget $ 357,000 2 ALTERNATIVES: 1. Approve plans and specifications and issue a Notice to Bidders, establishing May 31, 2023, as the bid due date and June 13, 2023, as the date of Public Hearing. 2. Do not approve the plans and specification nor a Notice to Bidders. CITY MANAGER’S RECOMMENDED ACTION: The Water Treatment Plant (WTP) does not allow cellular phone signals to transmit easily through the building. There are staff members that rely on cellular communication for safety calls daily and the Incident Command Center operates at the WTP during emergencies and during non-routine events. The addition of a Distributed Antenna System to the WTP would greatly enhance cellular signal in all area s of the building. Therefore, it is the recommendation of the City Manager that the City C ouncil adopt Alternative No. 1, as described above. ITEM #: 18 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: 2023/24 TRAFFIC SIGNAL PROGRAM (S. DUFF AVE & CHESTNUT STREET) BACKGROUND: The annual Traffic Signal Program provides for replacing older traffic signals and for constructing new traffic signals. This will result in improved visibility, reliability, and appearance of signals. This program also provides for maintenance needs as well as traffic signal system upgrades as technology advances. This project includes the traffic signal replacement at the intersection of S. Duff Avenue and Chestnut Street. The construction of this project has been coordinated to coincide with the DOT’s resurfacing project of Highway 69 in 2024. The resurfacing project will also replace the pedestrian ramps at this intersection. WHKS of Ames, Iowa, developed plans and specifications with an estimated budget as shown below: Revenues Expenses CIP Road Use Tax (RUT) $ 456,000 Administration $ 25,000 RUT Savings* 52,000 Design 23,100 Construction (est) 208,257 Signal Cabinet (est) 50,000 Signal Poles (est) 75,000 Total $ 508,000 Total $ 381,357 * Savings from the 2022/23 Traffic System Capacity Improvements (North Growth Intersection Studies) ALTERNATIVES: 1. Approve the plans and specifications for the 2023/24 Traffic Signal Program (S. Duff Ave & Chestnut Street) project and establish May 17, 2023, as the date of letting with May 23, 2023, as the date for report of bids. 2. Do not approve this project. CITY MANAGER’S RECOMMENDED ACTION: By approving these plans and specifications, it will be possible to improve an aging traffic signal for residents using this intersection. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. N 1 inch = 6,612 feet Date: 4/18/2023 2023/24 Traffic Signal ProgramS. Duff Avenue & Chestnut Street Project Location 1 ITEM #: 19 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: 2025/26 TRAFFIC SIGNAL PROGRAM (S. DUFF AVE & S. 3RD STREET) BACKGROUND: The annual Traffic Signal Program provides for replacing older traffic signals and for constructing new traffic signals. This will result in improved visibility, reliability, and appearance of signals. This program also provides for maintenance needs as well as traffic signal system upgrades as technology advances. The signal at the intersection of S Duff Ave/ S 3rd St is programmed for FY 2025/26 in the Capital Improvement Plan (CIP). However, the Iowa DOT will be resurfacing S Duff Ave in 2024, so this project will only include the underground traffic signal work (footings and conduit) to prepare for the resurfacing project. FY 2025/26 of the Traffic Signal Program will be revised in the CIP to reflect only the remaining work to replace the traffic signal utilizing this new underground infrastructure. Since Ames Area Metropolitan Planning Organization planning funds are being utilized for the 2022/23 Traffic System Capacity Improvements, Road Use Tax funds originally budgeted for the Capacity studies are now available to be used to complete this underground signal work. WHKS of Ames, Iowa, developed plans and specifications with an estimated budget for the underground work only as shown below: Revenues Expenses For Underground Work Road Use Tax Savings $ 100,000 Administration $ 2,500.00 Design 12,700.00 Construction (est) 82,784.63 Total $ 100,000 Total $ 97,984.63 ALTERNATIVES: 1. Approve the plans and specifications for the 2025/26 Traffic Signal Program (S. Duff Ave & S. 3rd Street) project and establish May 17, 2023, as the date of letting with May 23, 2023, as the date for report of bids. 2. Do not approve this project. 2 CITY MANAGER’S RECOMMENDED ACTION: By approving these plans and specifications, it will be possible to advance the underground work for this traffic signal, thus eliminating the need to tear up the newly resurfaced roadway in FY 2025/26. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. N 1 inch = 6,612 feet Date: 4/18/2023 2025/26 Traffic Signal ProgramS. Duff Avenue & S. 3rd Street Project Location 1 ITEM #: 20 DATE: 04-25-23 DEPT: P&H COUNCIL ACTION FORM SUBJECT: AWARD OF CONTRACT TO COMMUNITY PLAYTHINGS FOR OUTDOOR PLAY EQUIPMENT FOR UNIVERSITY CHILDCARE CENTER (UCC) IN CONNECTION WITH CARES ROUND 2 (COVID-19) FUNDING BACKGROUND: In May 2020, the City received a second round of CARES (CDBG-CV) funding from the Iowa Economic Development Authority (IEDA) in the amount of $604,386. The funds are being used to assist MICA with the purchase of a van to deliver groceries and other supplies to low-income clientele; to assist University Childcare Center (UCC) with the purchase of outdoor playground equipment and a freezer; and to assist Ames Community Preschool Center (ACPC) with the remodeling of an existing room into infant daycare space and the purchase of furniture (cribs) and storage units. The grant award amount to UCC is $250,932, which initially included an upgrade to their HVAC system and to their kitchen area. However, these two items were unable to be completed and were removed from the project budget. UCC’s request for outdoor play equipment includes: outdoor kitchen, modular climbing equipment, water tables, building blocks, tables and benches, and arbors. Since the CARES funding has been directed to the City, the purchase of outdoor play equipment must follow City Purchasing Policies, along with the applicable federal requirements for the use of the funds. On March 29, 2023, a Request for Quotes (RFQ) was posted to AmesBids, the City’s electronic bidding system. Seven potential bidders viewed the RFQ, and on April 7, 2023, two bids were received as follows: Bidder Base Bid Lakeshore Learning Materials LLC, Carson, CA (Alternate) $34,797.40 Community Playthings (Community Products LLC), Ulster Park, NY $60,080.00 Lakeshore Learning Materials provided a lower bid using alternate products compared to those solicited in the RFQ. Staff reviewed these items and has determined that the items do not have the same level of durability and suitability for their intended use. The alternate products from Lakeshore Learning Materials did not meet the specifications provided to prospective bidders in the following areas: 1. Outdoor play equipment was specified to be made of wood or composite materials. 2 Lakeshore items were made of HDPE (high-density polyethylene) plastic. 2. The kitchens and water table are not safety rated for children under 3 years of age. 3. Table and benches do not comply with the best practices for Care Centers and Preschools licensing standards for seat height in a childcare setting. 4. Assembly is required upon delivery. 5. The provided warranties on the outdoor play equipment ranges from one to five years, whereas Community Playthings includes a 10-year warranty. Based on this evaluation, the bid from Community Playthings best meets the functional need and long-term goal for UCC for the outdoor play equipment. ALTERNATIVES: 1. Award a contract to Community Playthings, Ulster Park, NY, Outdoor Play Equipment for UCC in connection with the City’s Round 2 CARES (COVID-19) Grant through the Iowa Economic Development Authority, in the amount not to exceed $60,080. 2. Award a contract to the other bidder. 3. Do not approve this purchase. CITY MANAGER’S RECOMMENDED ACT IO N : By awarding a contract to Community Playthings LLC, Ulster Park, NY, UCC will have the safe and engaging space necessary to provide much-needed outdoor play space for the center, therefore fulfilling the needs of the grant request. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. ITEM #: 21 DATE: 04-25-23 DEPT: Fleet COUNCIL ACTION FORM SUBJECT: PURCHASE OF REPLACEMENT TIRES FOR PUBLIC WORK’S RESOURCE RECOVERY PLANT’S TWO END LOADERS BACKGROUND: The Resource Recovery Plant uses two end-loaders equipped with heavy-duty solid rubber tires to handle refuse dumped onto the plant’s tipping floor. Both loaders will soon need new tires. These end loaders are critical to managing the many tons of refuse delivered daily to the plant. Solid rubber flat-proof tires are essential for the steady, reliable operations at the plant. SETCO Tire Company currently has a pricing agreement with the City under a prior request for proposals which was renewed for FY 2022/23. This tire purchase will be priced with the current agreed pricing as follows: Vendor Model Unit Price Quantity Freight Total SETCO Tire Co. Idabel, Oklahoma SG-Junk Yard Dog $10,302.12 8 $1,940 $84,356.96 Funds are available from replacement funding that is accumulated for Resource Recovery Plant Loader Tires. The current balance of replacement funding for this purchase is $141,097. The tires will be delivered after July 1, 2023. ALTERNATIVES: 1. Approve the purchase of 8 SG-Junk Yard Dog tires from SETCO Tire Co. of Idabel, OK for $84,356.96, and to be delivered after July 1, 2023. 2. Reject the purchase and instruct City staff to research alternatives. CITY MANAGER’S RECOMMENDED ACTION: These specialized tires are necessary to efficiently operate the Resource Recovery Plant. The proposed purchase has been evaluated by staff and appears to provide the necessary quality tires at an acceptable price. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 1 ITEM #: 22 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: 2023/24 INTELLIGENT TRANSPORTATION SYSTEM PROGRAM – PHASE 3 BACKGROUND: The Intelligent Transportation System (ITS) program provides for the installation of infrastructure for a traffic adaptive signal system that will conduct real-time optimization of traffic and pedestrian flow at signalized intersections. Traffic adaptive systems provide a significant improvement in efficiency and will provide reliable travel times during all times of the day. Completion of the network is programmed with six phases (an overall phasing map is attached). Traffic signal improvements rank as one of the highest priority areas from the Ames Resident Satisfaction Survey. Phases 1 and 2 of the ITS network are currently under construction and include the corridors of S. Duff (Crystal Street to 13th Street), E. 13th Street (Duff Ave to Dayton Ave), Dayton Ave (E. 13th Street to E. Lincoln Way), Lincoln Way (Dayton Ave to University Blvd), University Blvd (Lincoln Way to Airport Road), and Airport Road (University Blvd to S. Duff). Construction on these phases is anticipated to be completed by the fall. This project is for Phase 3 of the program which will expand the ITS network along Grand Avenue (US HWY 69) and extend the network north on Duff Avenue to Grand Avenue. The segment of 24th Street between Grand Avenue and Duff Avenue is also included. (Shown in green on the attachment) This professional service contract involves the design of the Phase 3 project. Elements include an initial needs assessment of the corridor, communication network architectural design, preparation of construction plans, and integration assistance during construction. The project will have an estimated January 17, 2024, bid letting through the Iowa DOT. Proposals for the design work were solicited from six firms who showed interest in the Phases 1 and 2 design services. Only one proposal was received from the team of HR Green with GBASI as a sub-consultant. This same team performed the design services for Phases 1 and 2, although GBASI was the lead consultant on those phases . HR Green’s proposal was reviewed and met all of staff’s requirements; therefore, staff has negotiated a contract with HR Green of Johnston, Iowa in the amount of $172,620. General Obligation Bonds from the 2023 /24 Intelligent Transportation System Program - Phase 3 ($468,300 budgeted) will be used for this contract. 2 ALTERNATIVES: 1. Approve the Professional Services Agreement for the 2023/24 Intelligent Transportation System Program (Phase 3) project with HR Green , Inc. of Johnston, Iowa in an amount not to exceed $172,620. 2. Do not move forward with the project at this time. CITY MANAGER’S RECOMMENDED ACTION: Based on staff’s evaluation of the proposal, HR Green, Inc. will provide high quality and high value service to the City in designing this project. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 1 ITEM#: 23 DATE: 04-25-23 DEPT: ELEC COUNCIL ACTION FORM SUBJECT: CHEMICAL TREATMENT PROGRAM FOR POWER PLANT – CONTRACT RENEWAL BACKGROUND: This contract is for the chemicals and services for chemical treatment of the boilers, cooling towers, coal yard, and ash ponds at the Power Plant. The scope of work includes supplying a range of chemicals, technical expertise in boiler chemistry and analysis, the ability to train Power Plant staff in maintaining the system, and detailed monitoring and analysis of the boilers to insure they are protected from damage. All of this is essential for the operation of the Power Plant. On April 29, 2020, Council awarded a contract to ChemTreat, Inc., Glen Allen, VA, for the Chemical Treatment Program for the Power Plant. This contract included the option for the City to renew in one-year increments for up to four additional years. The period from July 1, 2023 through June 30, 2024, is the third of the four renewal periods subject to Council approval of funding for the chemical treatment program. The proposed FY 2023/24 contract renewal with ChemTreat, Inc. includes cost increases for the majority of chemicals supplied under this contract. It is estimated that the overall impact of the proposed price changes to the chemicals will result in an increase of approximately $9,300 more than the current fiscal year contract, or approximately a 3% increase. Electric Services staff found the proposed increases to be acceptable. The approved FY 2023/24 Electric Production operating budget includes $365,000, as compared to $335,000 in FY 2022/23 for the chemicals to be purchased under this contract. Payments will be based on unit prices bid and the chemicals and services actually delivered by the contractor and accepted by the Power Plant. Staff will make every effort to keep the chemical purchase cost within the FY 2023/24 budgeted amount of $365,000. ALTERNATIVES: 1. Approve the contract renewal with ChemTreat, Inc., Glen Allen, VA, for Chemical Treatment Program for the one-year period from July 1, 2023 through June 30, 2024 in an amount not-to-exceed $365,000. 2. Reject the renewal option and instruct staff to seek new competitive bids. CITY MANAGER'S RECOMMENDED ACTION: 2 The chemicals and services received under this contract are critical to optimal operation of the Power Plant. Competent treatment of the water in the boiler and cooling tower systems is essential to keeping the Plant in top operating condition. It is essential to receive chemicals and related treatment services for the Power Plant at the lowest possible cost consistent with the quality required to maintain Plant operations. It is also necessary to lock in prices and accountability with key contractors. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1 as stated above. MEMO City Clerk’s Office To: Mayor and Members of the City Council From: City Clerk’s Office Date: April 25, 2023 Subject: Contract and Bond Approval There is no Council Action Form for Item No. 24. City Council approval of the contract and bond for this project is simply fulfilling a State Code requirement. /cmw MEMO City Clerk’s Office To: Mayor and Members of the City Council From: City Clerk’s Office Date: April 25, 2023 Subject: Contract and Bond Approval There is no Council Action Form for Item No. 25. City Council approval of the contract and bond for this project is simply fulfilling a State Code requirement. /cmw MEMO City Clerk’s Office To: Mayor and Members of the City Council From: City Clerk’s Office Date: April 25, 2023 Subject: Contract and Bond Approval There is no Council Action Form for Item No. 26. City Council approval of the contract and bond for this project is simply fulfilling a State Code requirement. /cmw MEMO City Clerk’s Office To: Mayor and Members of the City Council From: City Clerk’s Office Date: April 25, 2023 Subject: Contract and Bond Approval There is no Council Action Form for Item No. 27. City Council approval of the contract and bond for this project is simply fulfilling a State Code requirement. /cmw ITEM #: 28 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: SOUTH 5TH STREET (SOUTH GRAND AVENUE TO 600’ WEST OF SOUTH DUFF AVENUE) BACKGROUND: There are three phases (shown below) associated with the extension of South Grand Avenue. The projects were broken into three phases to allow for potential flexibility in timing of construction and funding. This project was for the extension of South 5th Street from South Grand Avenue to South Duff Avenue (Phase 1 described below). This project also included the one block long connection of South Grand Ave from Ioway Creek Drive to S 5th St. 1) Phase 1. S 5th St (S Grand to S Duff) (This project) 2) Phase 2. S Grand Ave (south of S 5th Street to the Coldwater Golf Course driveway) (This phase includes two bridges to accommodate Squaw Creek under the roadway). (Completed – Currently under IDOT Audit) 3) Phase 3. Reconstruction and additional turn lanes at S Duff Ave and S 16th St. (Under Construction) On November 12, 2019, City Council, and the Iowa Department of Transportation (IDOT) awarded the Phase 1 project to Peterson Contractors, Inc. (PCI) of Reinbeck, Iowa in the amount of $3,159,304.15. During the project, three change orders were approved: Change Order No. 1 was previously approved by City Council in the amount of $77,362.49. Change Order No. 2 was for a contract deduction in the amount of ($10,374). Change Order No. 3 (balancing) is a deduction in the amount of ($38,143.99) to reflect the actual measured quantities completed during construction. Construction was completed in the amount of $3,188,148.65. A budget table for the overall project is shown on the next page: Activity Expenses Revenue Engineering (overall total) 2,625,350.00 South 5th Street (this project) 3,188,148.65 S Grand Extension (completed) 8,883,564.63 S 16th St/S Duff Ave (under construction) 4,085,830.80 Land Acquisition 841,848.40 Tree Clearing & Temporary Signal Traffic Signal (Cabinet/Poles/Camera) 138,206.39 210,000.00 Pedestrian Bridge Relocation 250,000.00 GO Bonds 11,580,000 2022/23 Stormwater Improvement Program 21/22 Water System Improvement 200,000 165,000 MPO/STP Funds ($4,300,000 in CIP) 5,500,000 Federal/State Grants ($4,273,000 in CIP) 2,791,485 TOTAL $20,222,948.87 $20,236,485 This project required IDOT audit prior to final acceptance. IDOT has completed the audit and approved the project for final acceptance. ALTERNATIVES: 1. Accept the Phase 1 project on S 5th St (S Grand to S Duff) as completed by Peterson Contractors, Inc. (PCI) of Reinbeck, Iowa in the amount of $3,188,148.65. 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. The IDOT has completed the audit and approved the project for final acceptance. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. ITEM #: 29 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: 2021/22 ARTERIAL STREET PAVEMENT IMPROVEMENTS (NORTH DAKOTA AVENUE AND ONTARIO STREET) BACKGROUND: This annual program utilizes current repair and reconstruction techniques to improve concrete streets with asphalt or concrete to restore structural integrity, serviceability, and rideability. By improving these streets prior to excessive problems, the service life will be extended. On May 24, 2022, City Council, and the Iowa Department of Transportation (IDOT) awarded the project to Con-Struct, Inc. of Ames, Iowa in the amount of $1,430,118.60. Throughout the project, two change order were approved. Change Order 1, in the amount of $19,528, was for adding subgrade reinforcing grid. Change Order 2 (Balancing) is a deduction in the amount of ($21,653.90), which reflects the actual measured quantities completed during construction. Construction was completed in the amount of $1,427,992.70. This project required DOT audit prior to final acceptance. The DOT has completed the audit and approved the project for final acceptance. A summary of revenues and projected expenses is shown below. Funding Source Revenue Expenses GO Bonds $ 800,000 Federal/State Grants 900,000 UPRR Inspection Agreement Engineering and Admin $ 15,000.00 $ 230,000.00 Construction $1,427,992.70 TOTAL $1,700,000 $1,672,992.70 ALTERNATIVES: 1. Accept the 2021/22 Arterial Street Pavement Improvements (North Dakota Ave and Ontario St) project as completed by Con-Struct Inc. of Ames, Iowa, in the amount of $1,427,992.70. 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 and was approved through the IDOT audit. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. ONTARIO ST TORONTO ST DELAWARE AVE ARIZONA AVE RELIABLE ST HUTCHISON ST WOODSTOCK AVE TORONTO ST 2021/22 Arterial Street Pavement Improvements ¯North Dakota Avenue - (UPRR to Ontario Street)Ontario Street - (North Dakota Avenue to Woodstock Avenue) 1 ITEM #: 30a DATE: 04-25-23 DEPT: Police COUNCIL ACTION FORM SUBJECT: ENHANCED PENALTIES FOR NUISANCE PARTY VIOLATIONS ON CERTAIN DATES/TIMES PASSED BY RESOLUTION BY THE CITY COUNCIL. BACKGROUND: On July 29, 2022, the City Council approved an ordinance to allow for enhanced penalties for nuisance parties when authorized by City Council resolution [Section 17.30(5) of Municipal Code]. The resolution that authorizes the enhanced penalties must designate specific dates and times subject to the enhanced penalties. This request is to approve a resolution authorizing the use of enhanced penalties for nuisance parties beginning at 5:00 p.m. Friday, August 18, 2023, and ending at 4:00 a.m. Sunday, August 20, 2023. These dates correspond with the weekend before Iowa State University classes begin. In the past several years, the Saturday before classes begin has been associated with an increase in alcohol consumption, illegal parking, nuisance parties, and other high-risk activities. This phenomenon began many years ago when alcohol was prohibited in fraternities and sororities during the week leading up to the start of classes. The prohibition ended at 8:00 A.M. on the Saturday before classes began. At 8:01 A.M. (801-day) some students chose to begin drinking. In the late 2010s, these behaviors on the Saturday before classes began to grow beyond a small segment of the ISU population. The date has increasingly become a destination for people from outside Ames and is no longer limited to ISU students. Complaints from residents in the area have also grown. In 2021, City leadership, ISU leadership, and both the Ames and ISU Police Departments began to discuss ways to refocus the event in a way to reduce harm, reduce noise complaints, reduce parking complaints, etc. The unofficial event of 801 -day is being transitioned to an official ISU event, Cyclone Welcome Weekend. The University has created several activities to take the focus off alcohol use and overuse and steer activities towards community events and safer alternatives. An additional strategy resulting from these discussions was a focus on nuisance party enforcement. The Police Department has seen an increase in party sizes on this day, estimating some parties of 400-500 people at private residences. Many of these parties include underage drinking, fights, noise above what is allowed by the noise ordinance, public intoxication, spilling onto neighboring property, public urination, and other inappropriate 2 activities. These behaviors are grounds for citation under the City’s nuisance party ordinance, which may be cited as either a municipal infraction or a simple misdemeanor. Currently, the fine for a first violation of the ordinance is $100, and $200 for second an d subsequent violations. It is believed this fine structure is an insufficient deterrent to nuisance parties on the Saturday before classes. The new ordinance passed on July 29, 2022, allows for enhanced penalties for nuisance party violations of $650 for a first offense and $855 for each repeat offense on dates and times approved by resolution by City Council. The enhanced fine structure for nuisance party violations was utilized for Cyclone Welcome Weekend last year and staff noticed some reduction in large parties. Only three citations were written in 2022 for the enhanced penalty Nuisance Party Violation. Cyclone Welcome Weekend is several months away which provides ample time to notify the community of the enhanced penalties for nuisance party violations. Staff will take the following steps to notify the public about the new ordinance: • The Police Department and ISU staff will inform residents while going door -to-door during the Good Neighbor Campaign in early August . • An email outlining the changes to the ordinance will be sent to property managers and owners, with a request to forward the message to tenants. A similar email will be sent to neighborhood associations. • Both the City and University will publicize the changes in pr ess releases and social media accounts. In addition, the University has agreed to send out notifications to students and staff to make them aware of the new towing policy as a part of a larger campaign regarding Cyclone Welcome Weekend. ALTERNATIVES: 1. Authorize the enhanced penalties for nuisance party violations ($650 for a first offense and $855 for each repeat offense) beginning at 5:00 p.m., Friday August 18 and ending at 4:00 a.m. on Sunday, August 20, 2023. 2. Authorize the enhanced penalties for nuisance party violations as described in Alternative 1, but modify the times and/or dates. 3. Do not authorize enhanced penalties for nuisance party violations. 3 CITY MANAGER’S RECOMMENDED ACTION: The increase of risky behaviors surrounding large parties during what has become known as 801-day is troubling. These large parties are disruptive to neighborhoods and have been increasing for several years. The City and University have worked very hard over the past year to create an event to welcome students to Ames (Cyclone Welcome Weekend) and to turn the unofficial event into a planned event with better alternatives to consumption of alcohol and risky behaviors. Increasing the fines for nuisance parties at designated times will provide another tool for City staff in deterring the disruptive behaviors that have become associated with this weekend. In addition, this strategy was utilized for Cyclone Welcome Weekend last year and staff noticed some reduction in large parties. Only three citations were written in 2022 for the enhanced penalty Nuisance Party Violation. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 1 ITEM #: 30b DATE: 04-25-23 DEPT: Police COUNCIL ACTION FORM SUBJECT: REQUEST TO AUTHORIZE IMMEDIATE TOWING OF ILLEGALLY PARKED VEHICLES ON SATURDAY, AUGUST 19, 2023 BACKGROUND: On July 12, 2022, the City Council approved an ordinance to allow for the immediate towing of vehicles parked illegally when authorized by City Council resolution (Section 18.34 of Municipal Code). The resolution that authorizes such towing must designate certain types of illegal parking subject to tow, along with the specific dates, times, and geographic area subject to immediate towing. This request is to approve a resolution authorizing the use of the immediate towing ordinance for certain areas and times on Saturday, August 19, 2023. This date is the Saturday before Iowa State University classes begin. In the past several years, it has been associated with an increase in alcohol consumption, illegal parking, nuisance parties, and other high-risk activities. This phenomenon began many years ago when alcohol was prohibited in fraternities and sororities during the week leading up to the start of classes. The prohibition ended at 8:00 A.M. on the Saturday before classes began. At 8:01 A.M. (801 day) some students chose to begin drinking. In the late 2010s, these behaviors on the Saturday before classes began to grow beyond a small segment of the ISU population. The date has increasingly become a destination for people from outside Ames and is no longer limited to ISU students. Complaints from residents in the area have also grown. In 2021, City leadership, ISU leadership, and both the Ames and ISU Police Departments began to discuss ways to refocus the event in a wa y to reduce harm, reduce noise complaints, reduce parking complaints, etc. The unofficial event of 801 - day is being transitioned to an official ISU event, Cyclone Welcome Weekend. The University has created several activities to take the focus off alcohol use and overuse and steer activities towards community events and safer alternatives. An additional strategy resulting from these discussions is a focus on immediately removing vehicles that have been illegally parked on residential streets and have become a safety hazard. Illegal parking on residential streets has increased to the point that in some cases emergency vehicles are unable to travel down the street safely due to cars parked on both sides. The current penalty for this kind of illegal parking is $10-$15. This amount has not been a sufficient deterrent to the illegal parking that creates a safety hazard. In addition, a parking ticket does not relieve the safety issue until the violator decides to move the vehicle; except in rare instance s, the Police Department is not 2 authorized to order an illegally parked vehicle to be towed immediately. The strategy of towing illegally parked vehicles was authorized for August 20, 2022 for Cyclone Welcome Weekend. Staff was pleased to see very few illegally parked vehicles and only thirty-two vehicles were towed. Based on these issues, and the success of last year, staff requests Council approval to invoke the immediate towing ordinance on Saturday, August 19 from midnight to 11:59 p.m. in the following geographic area (See Attached Map): Lincoln Way between Beach Avenue and State Street State Street between Lincoln Way and Mortensen Avenue Mortensen Avenue between State Street and Beach Avenue Beach Avenue between Mortensen Avenue and Lincoln Way Staff requests authorization to tow illegally parked vehicles for the following violations: 1. Alternate side parking violations 2. No parking on one side of the street violations 3. Yellow line violations 4. Fire Hydrant violations Staff does not intend to tow for overtime parking violations, absent a public safety risk. The ordinance makes clear that the passage of such a resolution does not prevent the immediate towing of vehicles when they would otherwise normally be subject to immediate towing, such as blocking traffic or access, or presenting a public-safety risk. Cyclone Welcome Weekend is several months away which provides ample time to notify the community of the special towing authorization. This will aid residents and visitors in planning to find safe, legal parking if they intend to visit the designated area on that date. Staff will take the following steps to notify the public about the towing authorization in the fall: • The Police Department and ISU staff will inform residents while going door-to door during the Good Neighbor Campaign in early August • An email outlining the changes to the ordinance will be sent to property managers and owners, with a request to forward the message to tenants. A similar email will be sent to neighborhood associations. • Both the City and University will publicize the changes in press releases and social media accounts. 3 • Staff will place signs in the affected area emphasizing the portions of the street where parking is illegal. The cost to order these is approximately $1,000, which will be funded from the Parking Operations Fund. Electronic message signs will also be placed in the area in advance of August 19, subject to availability. In addition, the University has agreed to send out notifications to students and staff to make them aware of the new towing policy as a part of a larger campaign regarding Cyclone Welcome Weekend. ALTERNATIVES: 1. Authorize the immediate towing of vehicles on Saturday, August 19, 2023, from midnight to 11:59 p.m. in the designated area of: Lincoln Way between Beach Avenue and State Street State Street between Lincoln Way and Mortensen Avenue Mortensen Avenue between State Street and Beach Avenue Beach Avenue between Mortensen Avenue and Lincoln Way For the following illegal parking violations: a. Alternate side parking violations b. No parking on one side of the street violations c. Yellow line violations d. Fire Hydrant violations 2. Authorize immediate towing as described in Alternative 1, but modify the time, area, or types of violations subject to immediate towing. 3 Do not authorize the towing of illegally parked vehicles on the requested date, time, and geographic area. CITY MANAGER’S RECOMMENDED ACTION: The increase of illegal parking puts the public at risk by making it difficult for emergency vehicles to respond to medical calls, fire calls, and law enforcement calls for service. The City and University have worked very hard over the past few years to create an event to welcome students to Ames (Cyclone Welcome Weekend) and to deter others from attending who create this hazard. The proposed times and geographic area subject to immediate towing will be publicized to the community through a variety of methods in advance of August 19. In addition, this strategy led to fewer illegally parked vehicles in 2022 with few cars needing to be towed. Therefore, it is the recommendation of the City Manager that the City Council ado pt Alternative No. 1 as described above. 4 Smart Choice 515.239.5101 main 515.239.5142 fax 515 Clark Ave. Ames, IA 50010 www.CityofAmes.org City Manager’s Office MEMO To: Mayor and Ames City Council From: Steven L. Schainker, City Manager Date: April 21, 2023 Subject: Funding Request For Airport Renaming And Juneteenth Celebration At the March 14, 2023 meeting, Council Member Betcher shared her desire for the City Council to allocate up to $10,000 for a ribbon-cutting event at the James Herman Banning Ames Municipal Airport as well as other enhanced Juneteenth activities. Gloria explained, “While the nature and extent of the activities have yet to be determined definitely, allocating the funds will make it possible for the events to possibly include bringing in a traveling educational exhibit on Mr. Banning and a play about his transcontinental flight with Thomas Cox Allen.” In response to Gloria’s statement, the City Council passed a motion to place on a future agenda for discussion a request to allocate $10,000 for this purpose. If the City Council decides to support this request, I would recommend that the City Council’s Contingency Account be the source of funding. Item No. 31 From:Betcher, Gloria To:City Council and Mayor Cc:Schainker, Steve; Phillips, Brian; Schildroth, Deb Subject:Allocation of Funds Date:Monday, March 13, 2023 8:23:01 PM All, After speaking with Steve and Vanessa today, I wanted to let you know that I plan to ask Council to allocate $10,000 from the Council Contingency Fund for a ribbon-cutting event at the J Herman Banning Ames Municipal Airport in conjunction with some enhanced Juneteenth activities. While the nature and extent of the activities has yet to be determined definitely, allocating the funds will make it possible for the events to possibly include bringing in a traveling educational exhibit on Mr. Banning and a play about his transcontinental flight with Thomas Cox Allen. I also would like to ask staff to work on getting the new signage installed at the airport by June 16. Steve believes this is possible. I hope that you will all support these requests. Best, Gloria Gloria J. Betcher, PhD City Council Representative Ward 1 home 515.292.5177 gloria.betcher@amescitycouncil.org| City Hall, 515 Clark Avenue | Ames, IA 50010 www.CityofAmes.org | ~ Caring People ~ Quality Programs ~ Exceptional Service ~ 1 Staff Report STEVEN L. SCHAINKER PLAZA AQUATIC FEATURES UPDATE April 25, 2023 BACKGROUND: The original plans for the Steven L. Schainker Plaza included two water features. The first being a spray pad and the second a water runnel. The spray pad included three column jets, three large ground jets, three tri-stream jets, two fog nozzles with light, and an activator post. The runnel was to have a constant flow of water (½” to ¾” deep) moving through it. Additionally, the runnel included three column jets, three tri-stream jets, and four fog nozzles with lights. As a water conservation measure, City Council approved the use of a recirculation system, rather than a flow-through system. The recirculation system recirculates and chemically treats the water whereas a flow-through system pumps potable water through the water features and the wastewater goes directly to the sanitary sewer. The recirculation system will save millions of gallons of water versus using a flow-through system. Since the water will be recirculated, the Iowa Department of Public Health (IDPH) Swimming Pool and Spa Code must be followed. Through multiple conversations with IDPH, it was determined that to get the runnel to meet code would be cost prohibitive, so alternatives were discussed. Options included eliminating the water runnel and not having a water feature in that area or replacing it with a linear spray pad that would connect with the spray pad in the original design. Staff believes the best option to pursue is to add a linear spray pad in place of the runnel. UPDATED SPRAY PAD PLAN: Based on the direction received from IDPH, staff has worked with the project consultant to develop an updated plan which includes converting the runnel area to a linear spray pad and connecting it to the original spray pad. This plan is shown in Attachment A. IDPH has reviewed this concept plan and has indicated it should meet, code but cannot make a final determination until the final drawings are submitted. Several items from the original plan will need to be changed in order to accomplish the linear spray pad. Some changes will result in cost savings and some will add cost to complete the new design. These changes are shown below: 1. Remove the concrete footings that were necessary for the runnel. 2. Remove the curbs on both sides of the runnel. 3. Remove the undulations in the bottom of the runnel. 4. Reduce the concrete thickness of the runnel area from eight inches to six inches. 2 5. Add eight spray features to the linear spray pad to increase the fun factor in this space. 6. Add an activator bollard for the linear spray pad. This will allow spray features of the linear spray pad and the original spray pad to operate independently of each other. 7. Increase labor for plumbing and electrical installation associated with the eight spray features. 8. Add colored concrete for the linear spray pad. 9. Add salt retardant to the concrete. COST: The preliminary costs associated with the changes needed to convert the runnel to a linear spray pad are broken down as follows: Item Line Items Cost Concrete changes 1-4, 8, 9 $ (21,600) Equipment 5, 6 $ 13,650 Installation 7 $ 24,700 Subtotal $ 16,750 Contractor markup and bond (7%) $ 1,173 Total Cost $ 17,923 A final cost associated with these changes will need to be received from Henkel Construction and approved administratively by staff. There is $88,641.53 left in contingency to cover the $17,923 needed for this change. This will leave a contingency balance of $70,718.53. NEXT STEPS: The following items will need to be completed in order to move forward with this conversion:  Finalize spray pad drawings  Submit the spray pad drawings to IDPH for final approval  Submit the spray pad drawings to Henkel Construction for a Potential Change Order and final pricing  Staff approves change order administratively  Resume construction on the water features 3 STAFF COMMENTS: Because the original runnel is no longer feasible, adding a linear spray pad in its place will still provide a water feature in this area of the plaza. Since there are no curbs associated with the linear spray pad, this feature will be safer and accessible to all potential users and still provide the fun factor we were seeking. Staff believes the additional cost for the conversion should be the responsibility of the City. The reason being is that the City directed the consultant to design a runnel and that is what they did. Now that the runnel is not an option, the City is wanting to keep a water feature in this area and it seems appropriate the City pay for this change. Absence any objection from the City Council, staff will proceed with a horizontal spray pad in lieu of the water runnel. The current estimated net cost of make this conversion is $17,923. The final cost for the change order will be determined after the design drawings are finalized reflecting this change. As an alternative, the City Council could direct that the water runnel be eliminated with no replacement. 1 Staff Report STEVEN L. SCHAINKER PLAZA AQUATIC FEATURES UPDATE April 25, 2023 BACKGROUND: The original plans for the Steven L. Schainker Plaza included two water features. The first being a spray pad and the second a water runnel. The spray pad included three column jets, three large ground jets, three tri-stream jets, two fog nozzles with light, and an activator post. The runnel was to have a constant flow of water (½” to ¾” deep) moving through it. Additionally, the runnel included three column jets, three tri-stream jets, and four fog nozzles with lights. As a water conservation measure, City Council approved the use of a recirculation system, rather than a flow-through system. The recirculation system recirculates and chemically treats the water whereas a flow-through system pumps potable water through the water features and the wastewater goes directly to the sanitary sewer. The recirculation system will save millions of gallons of water versus using a flow-through system. Since the water will be recirculated, the Iowa Department of Public Health (IDPH) Swimming Pool and Spa Code must be followed. Through multiple conversations with IDPH, it was determined that to get the runnel to meet code would be cost prohibitive, so alternatives were discussed. Options included eliminating the water runnel and not having a water feature in that area or replacing it with a linear spray pad that would connect with the spray pad in the original design. Staff believes the best option to pursue is to add a linear spray pad in place of the runnel. UPDATED SPRAY PAD PLAN: Based on the direction received from IDPH, staff has worked with the project consultant to develop an updated plan which includes converting the runnel area to a linear spray pad and connecting it to the original spray pad. This plan is shown in Attachment A. IDPH has reviewed this concept plan and has indicated it should meet, code but cannot make a final determination until the final drawings are submitted. Several items from the original plan will need to be changed in order to accomplish the linear spray pad. Some changes will result in cost savings and some will add cost to complete the new design. These changes are shown below: 1. Remove the concrete footings that were necessary for the runnel. 2. Remove the curbs on both sides of the runnel. 3. Remove the undulations in the bottom of the runnel. 4. Reduce the concrete thickness of the runnel area from eight inches to six inches. Item No. 32 2 5. Add eight spray features to the linear spray pad to increase the fun factor in this space. 6. Add an activator bollard for the linear spray pad. This will allow spray features of the linear spray pad and the original spray pad to operate independently of each other. 7. Increase labor for plumbing and electrical installation associated with the eight spray features. 8. Add colored concrete for the linear spray pad. 9. Add salt retardant to the concrete. COST: The preliminary costs associated with the changes needed to convert the runnel to a linear spray pad are broken down as follows: Item Line Items Cost Concrete changes 1-4, 8, 9 $ (21,600) Equipment 5, 6 $ 13,650 Installation 7 $ 24,700 Subtotal $ 16,750 Contractor markup and bond (7%) $ 1,173 Total Cost $ 17,923 A final cost associated with these changes will need to be received from Henkel Construction and approved administratively by staff. There is $88,641.53 left in contingency to cover the $17,923 needed for this change. This will leave a contingency balance of $70,718.53. NEXT STEPS: The following items will need to be completed in order to move forward with this conversion:  Finalize spray pad drawings  Submit the spray pad drawings to IDPH for final approval  Submit the spray pad drawings to Henkel Construction for a Potential Change Order and final pricing  Staff approves change order administratively  Resume construction on the water features 3 STAFF COMMENTS: Because the original runnel is no longer feasible, adding a linear spray pad in its place will still provide a water feature in this area of the plaza. Since there are no curbs associated with the linear spray pad, this feature will be safer and accessible to all potential users and still provide the fun factor we were seeking. Staff believes the additional cost for the conversion should be the responsibility of the City. The reason being is that the City directed the consultant to design a runnel and that is what they did. Now that the runnel is not an option, the City is wanting to keep a water feature in this area and it seems appropriate the City pay for this change. Absence any objection from the City Council, staff will proceed with a horizontal spray pad in lieu of the water runnel. The current estimated net cost of make this conversion is $17,923. The final cost for the change order will be determined after the design drawings are finalized reflecting this change. As an alternative, the City Council could direct that the water runnel be eliminated with no replacement. ITEM: _33__ Staff Report INFILL DESIGN FOLLOW UP April 25, 2023 BACKGROUND: City Council held a workshop on March 21st to review issues related to infill design. The report addressed priorities identified within the City’s comprehensive plan, Ames Plan 2040, for infill housing options. The workshop reviewed a broad range of issues related to general design requirements, specific issues for Accessory Dwelling Units (ADU) and duplexes, and larger areas planned for intensification and redevelopment. The Staff report from March 21st is at this link and the PowerPoint presentation is at this link. At that meeting, the City Council provided direction on specific issues and requested more information related to infill opportunities for neighborhoods across the City. City Council passed motions to have staff provide options for zoning standards for Townhomes separate from apartments, zoning standards for pocket or cottage neighborhood developments, and for staff to identify areas to prioritize for implementation of infill policies related to intensification. Finally, City Council asked for staff to provide more information regarding feasibility of allowing for ADUs and duplexes within existing single-family areas by mapping of neighborhoods related to covenant restrictions, impervious area, and single-family rental properties as they relate to the concept of allowing for ADUs or duplexes. While staff has not yet completed reports that responds to all of the Council’s motions, this report focuses on addressing the requested mapping information. City Council requested this information based upon the issues staff identified with the reports and presentation, related to what degree to facilitate vs. accommodate allowing for second units on a property. For example, staff discussed that from experiences with other cities, the impervious area coverage standard may preclude the addition of more impervious area, despite a city’s intent to promote ADUs. Staff noted at the workshop that guidance will be needed , in order to focus on Council priorities for infill. Staff listed at the workshop the following as issues that would need to be addressed as we move forward. This report focuses on Issues #1, #2, #3. 1. Allowing for ADU and duplexes city-wide or only in designated areas 2. Allowing for new construction of ADUs or Duplexes and/or Single Family Conversions 3. Formulating standards for ADUs, such as owner/rental options, size, parking, lot coverage, setbacks, design features, ownership, flexibility, etc. 4. Creating design guidelines for infill housing types and redevelopment sites 5. Prioritizing areas for sub-area planning and intensification based upon Plan 2040 land use designations 6. Identifying scope of public outreach for changes related to ADUs or duplexes. ADDITIONAL INFORMATION: Covenants Staff identified that private covenants may restrict the addition of a second dwelling of any type within many single-family neighborhoods, primarily those developed since the 1990s. This question is pertinent to the potential distribution of units across the City. Staff was able to review initial covenants that were filed with the City at time of the original subdivision review. Some of the initial covenants have not been renewed and expired after 21 years. Staff generated a map (Attachment A) using bes t available information to estimate what areas of the City would not currently allow for any type of second unit on a property. Staff estimates that 2,337 single-family properties currently have a covenant limiting second units. This is approximately 23.3% of all single-family homes in the city. Impervious Coverage Staff utilized impervious coverage as a proxy for estimating viability of adding new paving or structures to a lot. Most single-family zones allow for a maximum of 60% of the lot area to be covered by paving or a structure. Staff utilized a GIS layer of impervious cover used for stormwater calculation to estimate actual conditions across the city. Attachment B is a map the identifies properties that exceed the 60% standard, lots between 40 -60% of coverage, and those below 40% of coverage. Those over 60% could not add a new structure or paving. Properties between 40-60% may be able to add a small structure and parking. Lots below 40% should generally be able to accommodate adding a second unit and paving with minimal issues or size restrictions. Ultimately, staff concluded that most properties across the City are well under the 60% threshold and most properties could add an additional structure or paving. Impervious Coverage for Properties without Covenants Count % of Total Over 60% 20 0.3 40-60 681 8.9 Less than 40% 6981 90.9 Although the impervious coverage is a reasonable estimate of initial feasibility, there will be a numerous site factors that will apply to siting a new structure related to setbacks, parking and paving, rear yard encroachments, building code separation between dwellings, utility services, etc. If conversion of units is allowed, zoning standards would likely only apply to additional paving or parking requirements, if a site is already in compliance with zoning standards. However, there will be Building Code and Rental Code issues to be resolved related to creating separate units within one residential structure, such as but not limited to: splitting mechanical and ventilation systems, no connections between units, and fire separation of walls/floors between units. Rental Concentration City Council previously established rental concentration limits of 25% of the units within defined areas; however, these are no longer in affect based on changes in state law. The City still has a Near Campus Neighborhood overlay limiting increases in residential occupancies of rental properties based upon existing bedroom counts as of 2018. City Council asked to see a map of registered rental properties in single -family areas in relation to whether allowing for duplexes or ADUs would potentially result in even higher concentration of rental properties in some neighborhoods. Staff also notes that one outstanding issue is whether ADUs could be rented and result in having two rental dwellings on a property, or if they are only going to be associated with owner- occupied properties. Registered rental properties as of April 2023 properties are shown on Attachment C. A composite map, Attachment D, shows single-family properties that are not believed to be restricted by covenants and are estimated to be below 60% impervious coverage. Based upon this map, there are 7662 properties identified, or 76% of the total, that could take advantage of allowing for se cond units on a property. OPTIONS: The workshop on March 21st was based upon the idea of design requirements supporting infill compatibility. Design compatibility included a review of a wide range of aesthetic, orientation, and size issues. Additionally, staff identified 13 topics that are commonly addressed for ADUs as part of a comparison of other city ordinances. The key issues at this time for moving forward regarding second units are addressing allowable types, locations, rental status, size, parking, and flexibility regarding Council’s intent to either accommodate or strongly facilitate the creation of additional units with flexible standards. Once staff has an understanding of City Council priorities, staff can draft standards and receive feedback from City Council and the public about specific requirements or allowances. As discussed during the March workshop, there are a diverse set of interrelated issues for second units and whether the City is intending to not only allow for such uses but also whether to relax standards to encourage or facilitate second units. #1 Allowing for ADUs and/or Duplexes The first question to resolve is whether to create an option for ADUs or to have a new duplexes within our RN-1, RN-2, and RN-3 designated residential areas that include primarily single-family homes. #2 City-wide or Designated Areas If City Council wants to create an option for either or both housing types, the Zoning Ordinance would need to be amended to allow for such uses. If the allowance was city- wide, it would apply to R-L, R-M, UCRM, FS-RL, FS-RM, and F-PRD zoning districts. If City Council prefers to allow for second units in a more limited fashion, it would need to identify what areas of the city or what criteria should shape where second units may be permitted. A tangential issue to this discussion is the individual request of Kurt Friedrich regarding a former duplex property on Jewell Drive. If City Council moves to allow for two units city- wide it can address Mr. Friedrich’s request as part of the city-wide initiative. If City Council does not choose to move forward city-wide or include the Jewell area for such a use, City Council can direct staff to return with specific options regarding the single Friedrich property on Jewell, which was a former duplex property. #3 Allowing for New Construction of ADUs or Duplexes and/or Allow for Conversions of Existing Structures If City Council determines it desires to allow for either type of housing unit, a key question will be whether to allow for conversions of existing structures. Prior zoning rules before 2000, had a mix of standards at different times allowing for conversio ns of structure compared to building new units. All of these allowances were removed with the adoption of the 2000 zoning ordinance. If City Council focuses on new construction, it would maintain the integrity of an existing home which was designed and built to function as one dwelling , but then allow for an owner to add a wholly separate and independent unit. This approach would be consistent with the City’s experience that it is difficult to return prior conversions back to a traditional single-family homes desired for owner-occupied homes. However, requiring new construction for a second unit would likely be more costly than converting an existing dwelling unit, thus making it less likely for new units to be created. Note that conversion of an existing home would still require changes to meet Building Code and Rental Code. It would not be an option to a double the occupancy in an existing structure by simply labeling it an existing home with two units. #4. Ownership or Rental If the City allows for second units, City Council could allow for units to be rented consistent with the Rental Code or have rental limitations related to owner occupied properties. Within Iowa, the City’s authority regulating rental of property is limited by Io wa Code 414.1.d, which states a City cannot cap the number of single -family or duplex rentals. Staff does not believe that a duplex could be restricted to owner -occupied, it is unclear how exactly this law would apply to a single-family property with an ADU as ADUs not addressed by this law. It appears rental of an ADU could be restricted. Previously staff identified possible standard of allowing for one of the two units on site to be eligible for being rented. If City Council establishes a limit that an ADU could not be rented, such an allowance would mean that some units would get constructed likely for the benefit of existing homeowners that wanted extended living space or accessory space, rather than as a financial investment to generate rental income or truly create additional housing choices. If there are no rental limitations for an ADU, this would likely encourage the greatest number of second units to be built. If rental of ADUs is permissible, staff notes that clarification in the Rental Code wil l be needed for how to treat these units as separate dwellings or in relation to the other home on the property. Additionally, the City would have to address how the language of the Near Campus Neighborhood Overlay applies to ADUs, meaning are they separa te units for occupancy calculations or not. #5. Size and Bedroom Limits ADUs are commonly limited in size due to the notion of them being secondary or accessory to the primary dwelling. Size is commonly defined by square footage and/or bedroom count. Allowing for one-bedroom units would meet the general intent for an ADU. Currently the City of Ames limits accessory buildings, such as detached garages, to 900 square feet. If an ADU is limited to one bedroom, the next question would be if it is allowed to utilize the 900 square foot allowance or should it be smaller in size to reflect its accessory nature. Duplexes are not commonly restricted in floor area or bedrooms. Historically, a duplex was likely a two- or three-bedroom unit. Staff notes that due to student rental influence there could be a push to maximize investments by i ncreasing the bedroom count to five bedrooms to have the greatest number of occupants allowed under the Rental Code. If there are concerns about size or bedroom counts for duplexes, staff can explore options to manage duplex unit size and configurations. #6. Parking The number one zoning development that would likely impact creation of second units would be the parking standard. The basic question of whether to require parking or how many spaces must be answered to move forward. Staff identified that most commonly one parking space or no parking spaces are required for an ADU, based upon the assumption the unit is relatively small in size, or has one bedroom. If a higher rate of parking is required, staff believes it would be unlikely for ADUs to be built. The City already has a two-family home/duplex parking standard of two spaces per unit, regardless of unit size or bedroom count. This matches the two spaces per dwelling requirement of a single-family home. Once the parking standard is established, there may still be sites that cannot meet the parking requirement for total spaces on a property or where to locate additional parking. Staff would also like to explore from a design standpoint if covered parking in a garage should be required of a duplex as an infill project to match conditions of surro unding single family homes. #7. Design and Flexibility The March Workshop emphasized that a City’s perspective on promoting second units often shapes the actual standards. This issue is more of philosophy of how to approach creating the standards described above and how existing standards may apply to the units. There are two perspectives regarding second units. They may be treated the same as other types of buildings on a site, which may or may not allow for them to exist on every lot in the City, especially lots with existing homes. Staff would categorize this approach as accommodating the use but within the existing zoning standards requirements. The alternative approach would be to strongly encourage or facilitate second units with standards crafted around the use itself, rather than treating all lots the same. This would allow for flexible consistency with coverage limitations or other site standards. This could occur possibly through a ZBA exception process depending on the degree of flexibility afforded to ADUs. As a first step towards allowing for this new use, it is not uncommon to incrementally allow for change versus promoting the change. City Council would need to direct staff on the approach to help guide preparation of relevant zoning standards needed for amendments to the Zoning Ordinance and potentially the Rental Code. Staff would also propose design guidelines to accompany final standards for ADUs or duplexes to help ensure compatibility. This issue related to the overall infill design policy, but can be applied at this level as well. STAFF COMMENTS: Presuming City Council wants to create an allowance for second units, staff believes that the following list would be a good framework to draft standards and receive public feedback as an incremental approach to allowing for additional units: • Allow for ADUs and Duplexes as new construction only, city-wide. • Allow properties with ADUs to have only one rental Letter of Compliance (LOC) • Within Near Campus Neighborhoods treat ADUs as accessory only, not a new unit • Allow for ADUs to have a maximum of one bedroom , meaning no dens, office, or extra rooms that would qualify as a bedroom. • Require 1 parking space per ADU and require the property overall to comply with total required parking for the home and ADU, meaning three parking spaces. • Apply design standards to duplexes for single-family compatibility. • Apply standards ADUS uniformly for all buildings rather than create exceptions uniquely for ADUs. ITEM: _33__ Staff Report INFILL DESIGN FOLLOW UP April 25, 2023 BACKGROUND: City Council held a workshop on March 21st to review issues related to infill design. The report addressed priorities identified within the City’s comprehensive plan, Ames Plan 2040, for infill housing options. The workshop reviewed a broad range of issues related to general design requirements, specific issues for Accessory Dwelling Units (ADU) and duplexes, and larger areas planned for intensification and redevelopment. The Staff report from March 21st is at this link and the PowerPoint presentation is at this link. At that meeting, the City Council provided direction on specific issues and requested more information related to infill opportunities for neighborhoods across the City. City Council passed motions to have staff provide options for zoning standards for Townhomes separate from apartments, zoning standards for pocket or cottage neighborhood developments, and for staff to identify areas to prioritize for implementation of infill policies related to intensification. Finally, City Council asked for staff to provide more information regarding feasibility of allowing for ADUs and duplexes within existing single-family areas by mapping of neighborhoods related to covenant restrictions, impervious area, and single-family rental properties as they relate to the concept of allowing for ADUs or duplexes. While staff has not yet completed reports that responds to all of the Council’s motions, this report focuses on addressing the requested mapping information. City Council requested this information based upon the issues staff identified with the reports and presentation, related to what degree to facilitate vs. accommodate allowing for second units on a property. For example, staff discussed that from experiences with other cities, the impervious area coverage standard may preclude the addition of more impervious area, despite a city’s intent to promote ADUs. Staff noted at the workshop that guidance will be needed, in order to focus on Council priorities for infill. Staff listed at the workshop the following as issues that would need to be addressed as we move forward. This report focuses on Issues #1, #2, #3. 1. Allowing for ADU and duplexes city-wide or only in designated areas 2. Allowing for new construction of ADUs or Duplexes and/or Single Family Conversions 3. Formulating standards for ADUs, such as owner/rental options, size, parking, lot coverage, setbacks, design features, ownership, flexibility, etc. 4. Creating design guidelines for infill housing types and redevelopment sites 5. Prioritizing areas for sub-area planning and intensification based upon Plan 2040 land use designations 6. Identifying scope of public outreach for changes related to ADUs or duplexes. ADDITIONAL INFORMATION: Covenants Staff identified that private covenants may restrict the addition of a second dwelling of any type within many single-family neighborhoods, primarily those developed since the 1990s. This question is pertinent to the potential distribution of units across the City. Staff was able to review initial covenants that were filed with the City at time of the original subdivision review. Some of the initial covenants have not been renewed and expired after 21 years. Staff generated a map (Attachment A) using best available information to estimate what areas of the City would not currently allow for any type of second unit on a property. Staff estimates that 2,337 single-family properties currently have a covenant limiting second units. This is approximately 23.3% of all single-family homes in the city. Impervious Coverage Staff utilized impervious coverage as a proxy for estimating viability of adding new paving or structures to a lot. Most single-family zones allow for a maximum of 60% of the lot area to be covered by paving or a structure. Staff utilized a GIS layer of impervious cover used for stormwater calculation to estimate actual conditions across the city. Attachment B is a map the identifies properties that exceed the 60% standard, lots between 40-60% of coverage, and those below 40% of coverage. Those over 60% could not add a new structure or paving. Properties between 40-60% may be able to add a small structure and parking. Lots below 40% should generally be able to accommodate adding a second unit and paving with minimal issues or size restrictions. Ultimately, staff concluded that most properties across the City are well under the 60% threshold and most properties could add an additional structure or paving. Impervious Coverage for Properties without Covenants Count % of Total Over 60% 20 0.3 40-60 681 8.9 Less than 40% 6981 90.9 Although the impervious coverage is a reasonable estimate of initial feasibility, there will be a numerous site factors that will apply to siting a new structure related to setbacks, parking and paving, rear yard encroachments, building code separation between dwellings, utility services, etc. If conversion of units is allowed, zoning standards would likely only apply to additional paving or parking requirements, if a site is already in compliance with zoning standards. However, there will be Building Code and Rental Code issues to be resolved related to creating separate units within one residential structure, such as but not limited to: splitting mechanical and ventilation systems, no connections between units, and fire separation of walls/floors between units. Rental Concentration City Council previously established rental concentration limits of 25% of the units within defined areas; however, these are no longer in affect based on changes in state law. The City still has a Near Campus Neighborhood overlay limiting increases in residential occupancies of rental properties based upon existing bedroom counts as of 2018. City Council asked to see a map of registered rental properties in single-family areas in relation to whether allowing for duplexes or ADUs would potentially result in even higher concentration of rental properties in some neighborhoods. Staff also notes that one outstanding issue is whether ADUs could be rented and result in having two rental dwellings on a property, or if they are only going to be associated with owner- occupied properties. Registered rental properties as of April 2023 properties are shown on Attachment C. A composite map, Attachment D, shows single-family properties that are not believed to be restricted by covenants and are estimated to be below 60% impervious coverage. Based upon this map, there are 7662 properties identified, or 76% of the total, that could take advantage of allowing for second units on a property. OPTIONS: The workshop on March 21st was based upon the idea of design requirements supporting infill compatibility. Design compatibility included a review of a wide range of aesthetic, orientation, and size issues. Additionally, staff identified 13 topics that are commonly addressed for ADUs as part of a comparison of other city ordinances. The key issues at this time for moving forward regarding second units are addressing allowable types, locations, rental status, size, parking, and flexibility regarding Council’s intent to either accommodate or strongly facilitate the creation of additional units with flexible standards. Once staff has an understanding of City Council priorities, staff can draft standards and receive feedback from City Council and the public about specific requirements or allowances. As discussed during the March workshop, there are a diverse set of interrelated issues for second units and whether the City is intending to not only allow for such uses but also whether to relax standards to encourage or facilitate second units. #1 Allowing for ADUs and/or Duplexes The first question to resolve is whether to create an option for ADUs or to have a new duplexes within our RN-1, RN-2, and RN-3 designated residential areas that include primarily single-family homes. #2 City-wide or Designated Areas If City Council wants to create an option for either or both housing types, the Zoning Ordinance would need to be amended to allow for such uses. If the allowance was city- wide, it would apply to R-L, R-M, UCRM, FS-RL, FS-RM, and F-PRD zoning districts. If City Council prefers to allow for second units in a more limited fashion, it would need to identify what areas of the city or what criteria should shape where second units may be permitted. A tangential issue to this discussion is the individual request of Kurt Friedrich regarding a former duplex property on Jewell Drive. If City Council moves to allow for two units city- wide it can address Mr. Friedrich’s request as part of the city-wide initiative. If City Council does not choose to move forward city-wide or include the Jewell area for such a use, City Council can direct staff to return with specific options regarding the single Friedrich property on Jewell, which was a former duplex property. #3 Allowing for New Construction of ADUs or Duplexes and/or Allow for Conversions of Existing Structures If City Council determines it desires to allow for either type of housing unit, a key question will be whether to allow for conversions of existing structures. Prior zoning rules before 2000, had a mix of standards at different times allowing for conversions of structure compared to building new units. All of these allowances were removed with the adoption of the 2000 zoning ordinance. If City Council focuses on new construction, it would maintain the integrity of an existing home which was designed and built to function as one dwelling, but then allow for an owner to add a wholly separate and independent unit. This approach would be consistent with the City’s experience that it is difficult to return prior conversions back to a traditional single-family homes desired for owner-occupied homes. However, requiring new construction for a second unit would likely be more costly than converting an existing dwelling unit, thus making it less likely for new units to be created. Note that conversion of an existing home would still require changes to meet Building Code and Rental Code. It would not be an option to a double the occupancy in an existing structure by simply labeling it an existing home with two units. #4. Ownership or Rental If the City allows for second units, City Council could allow for units to be rented consistent with the Rental Code or have rental limitations related to owner occupied properties. Within Iowa, the City’s authority regulating rental of property is limited by Iowa Code 414.1.d, which states a City cannot cap the number of single-family or duplex rentals. Staff does not believe that a duplex could be restricted to owner-occupied, it is unclear how exactly this law would apply to a single-family property with an ADU as ADUs not addressed by this law. It appears rental of an ADU could be restricted. Previously staff identified possible standard of allowing for one of the two units on site to be eligible for being rented. If City Council establishes a limit that an ADU could not be rented, such an allowance would mean that some units would get constructed likely for the benefit of existing homeowners that wanted extended living space or accessory space, rather than as a financial investment to generate rental income or truly create additional housing choices. If there are no rental limitations for an ADU, this would likely encourage the greatest number of second units to be built. If rental of ADUs is permissible, staff notes that clarification in the Rental Code will be needed for how to treat these units as separate dwellings or in relation to the other home on the property. Additionally, the City would have to address how the language of the Near Campus Neighborhood Overlay applies to ADUs, meaning are they separate units for occupancy calculations or not. #5. Size and Bedroom Limits ADUs are commonly limited in size due to the notion of them being secondary or accessory to the primary dwelling. Size is commonly defined by square footage and/or bedroom count. Allowing for one-bedroom units would meet the general intent for an ADU. Currently the City of Ames limits accessory buildings, such as detached garages, to 900 square feet. If an ADU is limited to one bedroom, the next question would be if it is allowed to utilize the 900 square foot allowance or should it be smaller in size to reflect its accessory nature. Duplexes are not commonly restricted in floor area or bedrooms. Historically, a duplex was likely a two- or three-bedroom unit. Staff notes that due to student rental influence there could be a push to maximize investments by increasing the bedroom count to five bedrooms to have the greatest number of occupants allowed under the Rental Code. If there are concerns about size or bedroom counts for duplexes, staff can explore options to manage duplex unit size and configurations. #6. Parking The number one zoning development that would likely impact creation of second units would be the parking standard. The basic question of whether to require parking or how many spaces must be answered to move forward. Staff identified that most commonly one parking space or no parking spaces are required for an ADU, based upon the assumption the unit is relatively small in size, or has one bedroom. If a higher rate of parking is required, staff believes it would be unlikely for ADUs to be built. The City already has a two-family home/duplex parking standard of two spaces per unit, regardless of unit size or bedroom count. This matches the two spaces per dwelling requirement of a single-family home. Once the parking standard is established, there may still be sites that cannot meet the parking requirement for total spaces on a property or where to locate additional parking. Staff would also like to explore from a design standpoint if covered parking in a garage should be required of a duplex as an infill project to match conditions of surrounding single family homes. #7. Design and Flexibility The March Workshop emphasized that a City’s perspective on promoting second units often shapes the actual standards. This issue is more of philosophy of how to approach creating the standards described above and how existing standards may apply to the units. There are two perspectives regarding second units. They may be treated the same as other types of buildings on a site, which may or may not allow for them to exist on every lot in the City, especially lots with existing homes. Staff would categorize this approach as accommodating the use but within the existing zoning standards requirements. The alternative approach would be to strongly encourage or facilitate second units with standards crafted around the use itself, rather than treating all lots the same. This would allow for flexible consistency with coverage limitations or other site standards. This could occur possibly through a ZBA exception process depending on the degree of flexibility afforded to ADUs. As a first step towards allowing for this new use, it is not uncommon to incrementally allow for change versus promoting the change. City Council would need to direct staff on the approach to help guide preparation of relevant zoning standards needed for amendments to the Zoning Ordinance and potentially the Rental Code. Staff would also propose design guidelines to accompany final standards for ADUs or duplexes to help ensure compatibility. This issue related to the overall infill design policy, but can be applied at this level as well. STAFF COMMENTS: Presuming City Council wants to create an allowance for second units, staff believes that the following list would be a good framework to draft standards and receive public feedback as an incremental approach to allowing for additional units:  Allow for ADUs and Duplexes as new construction only, city-wide.  Allow properties with ADUs to have only one rental Letter of Compliance (LOC)  Within Near Campus Neighborhoods treat ADUs as accessory only, not a new unit  Allow for ADUs to have a maximum of one bedroom, meaning no dens, office, or extra rooms that would qualify as a bedroom.  Require 1 parking space per ADU and require the property overall to comply with total required parking for the home and ADU, meaning three parking spaces.  Apply design standards to duplexes for single-family compatibility.  Apply standards ADUS uniformly for all buildings rather than create exceptions uniquely for ADUs. 1 ITEM #: 34 DATE: 04-25-23 DEPT: P&H COUNCIL ACTION FORM SUBJECT: PLAT OF SURVEY FOR 220 & 420 SOUTH TELLER AVENUE AND 5810 & 5898 EAST LINCOLN WAY (BOUNDARY LINE ADJUSTMENT) WITH ACCEPTANCE OF RIGHT-OF-WAY DEDICATION AND SIDEWALK WAIVER REQUEST BACKGROUND: The City’s subdivision regulations in Chapter 23 of the Ames Municipal Code include a process for creating or modifying property boundaries and for determining if any improvements are required in conjunction with the platting of property. The proposed Plat of Survey is a boundary line adjustment merging four parcels for a resulting two parcels. The Plat of Survey process requires a dedication of right-of-way necessitating Council acceptance. In conjunction with the Plat of Survey, the owner is requesting a waiver of sidewalk installation. Upon preliminary approval by Council, the Planning Director can approve the final Plat of Survey. This proposed plat of survey is for four existing quarter-quarter sections of land annexed into the City in 2016 (See Attachment A). The current owner is Wyffels Hybrids, and they desire to develop part of the site with construction of a seed warehouse in 2023 and for development of multiple phases with additional buildings and facilities in the future. Wyffels has submitted a Minor Site Development Plan for the warehouse that has been reviewed by staff and is awaiting approval of the Plat of Survey for combining properties to approve the Site Development Plan. The proposed survey is composed of Parcel ‘D’ and Parcel ‘E’. Parcel ‘D’ includes 1,404,046 sq. ft. (32.23 acres) and Parcel ‘E’ includes 5,130,541 sq. ft. (117.78 acres). Right-Of-Way Tracts 1 and 2 are described for the purpose of the dedication of the right- of-way to the City (see Attachment C – Proposed Plat of Survey). Tract 1 is 135,381 Sq ft. (3.11 acres) and Tract 2 is 112,485 sq ft. (2.58 acres). The legal description is included in the Addendum. Parcel ‘D’ and Parcel ‘E’ were reviewed to ensure that the proposed lot dimensions and setbacks comply with the requirements found in the zone development standards of the Intensive Industrial zone development standards (II). A graphical representation as well as a complete and accurate description of the parcel and right-of-way tract is included. The proposed configuration allows for the majority of the site to be maintained as agricultural land while developing the first phase on Parcel D. Wyffels will may develop future phases on Parcel E or modify the boundary again in the future to enlarge Parcel D. 2 Plats of Survey for boundary line adjustments are subject to review of sidewalk extension and dedication of right-of-way. Boundary line adjustments do not on their own trigger infrastructure improvements since they do not create new developable lots. However, the City has a missing infrastructure ordinance that applies to the development of lots when they have not gone through the subdivision process. These requirements are part of Chapter 22A Right of Way of the Ames Municipal Code. With the Site Development Plan, the developer will extend water and sewer onto Parcel D to serve the first phase of development only, extension to other properties are not part of the plan. A sidewalk is also a requirement of Chapter 22A for a site when there is no approved subdivision designating the location of sidewalks or a City adopted plan for sidewalks or shared use paths. For industrial areas a sidewalk is required on one side of a street, defaulting to the east or north side of right of way if there is no existing or planned connection. This requirement applies to Parcel D and its Teller frontage of 1,115 feet as it is the only parcel subject to Site Plan review. The Chapter 22A sidewalk is required to be installed at the time of completion of a building on a site, or in some limited cases the Public Works Director may allow for a temporary deferral of up to three years or an in lieu contribution to a planned city project. The applicant plans for a sidewalk, if required, to be in an easement on site rather than in the right of way due to the rural street section along Teller. Chapter 22A relates the sidewalk requirements to standards of Chapter 23 Subdivisions. If a subdivision approval determines a sidewalk configuration, then that is the requirement for a site, rather than the default standard of one sidewalk on the north or east side of an industrial site. Therefore, the applicant has submitted a waiver request (See Attachment D) to waive sidewalk improvements along Teller Avenue. The request is based upon Chapter 23 Section 23.103 for a full waiver of improvement requirements rather than a deferral process on Section 23.403 (14) relating to sidewalks. (See Attachment E- Municipal Code Sections) Although the specific request from the applicant asks to waive the requirement for sidewalk improvements permanently for both Parcels along Teller, not that sidewalks are only required with Parcel D’s site development plan until Parcel E is developed in the future. The applicant believes that with no other development in the area, it is the initial cost of construction and maintenance is unwarranted for approximately 1,100 feet of sidewalk with Parcel D and 1,000 feet with Parcel E. The applicants believes that the two developed residential properties to the north are unlikely to redevelop there will be no sidewalk connection to the north that connects the property to a sidewalk system. The owner is also concerned long term that with the DOT construction of the interchange there will not be a southern sidewalk connection as well. Full waiver of improvements is rare within the City. Typically, it occurs in relation to topographical constraints. Council would need to find that the full waiver is a 3 hardship or inconsistent with the purpose of the standards. Staff has reviewed the conditions of the area and agrees that they are unknowns related to future connections of the site to the north or to the south. However, staff believes that either on the east side of Teller or on the west side of Teller a sidewalk or shared use path system will be extended at some point in the future. This would allow for connection to the site as an extension on the east side where Wyffels is located, or potentially a crossing to the west side if an east side extension does not occur. Staff only supports a partial waiver as deferral of the sidewalk. Staff believes a deferral of sidewalk installation can be granted until future conditions trigger installation of the sidewalk based upon one of three conditions, extension of a sidewalk to the north or south, development of three buildings/addition on Parcel D, or a future boundary line Adjustment to Parcel D. This option is outlined as Alternative #2. The property owner has already completed the required connection district payments to the City for each parcel. The owner has also completed their payment to Iowa Regional Utility Association for buyout of rural water territory service. The prepared Plat of Survey may then be signed by the surveyor, who will submit the executed Quit Claim Deed, signed Plat of Survey, and certified resolution for recording in the office of the Story County Recorder. The applicant shall provide a copy of the recorded Warranty Deed, Plat of Survey, and certified resolution to the City Clerk. Once it is recorded, the property owner can proceed with obtaining building and zoning permits. ALTERNATIVES: 1. Approve a resolution authorizing the Planning and Housing Director to approve a final plat of survey for 220 South Teller Avenue and: A. Accept the dedication of right-of-way along East Lincoln Way and South Teller Avenue and; B. Approve a permanent waiver of sidewalk installation along Teller Avenue, as requested by property owner, conditioned on having an easement for future sidewalk with the Site Development Plan approval for either parcel. If the City Council concurs with the property owner that there is no possibility that the sidewalk along Teller will connect with another sidewalk to the north or south, then this alternative should be supported. 2. Approve a resolution authorizing the Planning and Housing Director to approve a final plat of survey and; A. Accept the dedication of right-of-way along East Lincoln Way and South Teller Avenue and; 4 B. Approve a waiver of financial security with a deferral of sidewalk installation until a future date based upon which condition occurs first: i. Upon notice by the City that a sidewalk or shared use path connection has been approved or extended adjacent to the site, either to the north or south of the Parcel D, the owner shall install a sidewalk or shared use path to be shown on the Site Development Plan in an easement on the owners private property connecting to and matching the extended improvement. The improvement must be installed within 12 months of the notice. Failure to construct the improvement upon notice by the City would be violation of the Municipal Code. Any public sidewalks improvements already constructed on the site for crossing driveways does not need to be replaced. ii. At the time of the approval of a third Site Development Plan for construction of principal building or addition to a principal building, the required sidewalk of five feet in width shall be installed per installation requirements and timing requirements of Chapter 22A within sidewalk easement on the owners property and shown on the Site Development Plan. iii. Require installation in conjunction with the next boundary line adjustment for Parcel D to be shown in an easement on the Site Development Plan on the owners private property. 3. Approve a resolution authorizing the Planning and Housing Director to approve a final plat of survey for 220 South Teller and: A. Accept dedication of right-of-way along East Lincoln Way and South Teller Avenue, and B. Deny the request for sidewalk waiver or deferral 4. Deny the plat of survey on the basis that the requirements for Plats of Survey and dedication of right-of-way as described in Section 23.308 have not been satisfied. 5. Refer this back to staff for additional information. 5 CITY MANAGER'S RECOMMENDED ACTION: The boundary line adjustment parcel process was established to create a means for property owners to adjust property boundary lines in compliance with the City’s permitting processes. The goal was to establish usable and buildable parcels with a recorded survey in order to have measurable property lines. Approving this proposed plat of survey will create two legal parcels for permitting purposes. Staff has determined that the proposed plat of survey satisfies all Subdivision Code requirements and has made a preliminary decision of approval. Parcel ‘D’ and Parcel ‘E’ conforms to the underlying zoning standards for lot requirements. Tract ‘1’ and Tract ‘2’ identifies the right-of-way that will be dedicated to the City as part of the Plat. Although the City has not established a planned extension of improvements along Teller Avenue, staff believes there will be an extension on either the west or east side to meet our overall transportation goals for the buildout of the area. Chapter 22A missing infrastructure was designed to fill in gaps between or extension of existing infrastructure and does not directly address phasing situations such as this within a greenfield area that is disconnected from the City’s existing infrastructure. Overtime improvements are made and a network completed through the subdivision process and the missing infrastructure improvements. Based upon this past policy and system of having incremental improvements occur over time, staff believes that the sidewalk installation waiver request by the applicant should be approved as a deferral of installation. Therefore, it is the recommendation of the City Manager that the City Council approve Alternative #2. 6 ADDENDUM PLAT OF SURVEY FOR 220 & 420 SOUTH TELLER AVENUE AND 5810 & 5898 EAST LINCOLN WAY Application for a proposed Plat of Survey has been submitted for: Conveyance parcel (per Section 23.307) Boundary line adjustment (per Section 23.309) Re-plat to correct error (per Section 23.311) Auditor’s plat (per Code of Iowa Section 354.15) Owners: Western Independent LLC Existing Street Address: 13344 U.S. Highway 6, Geneseo, IL 61254 Assessor’s Parcel #: 10-09-100-120 10-09-100-200 10-09-100-300 10-09-100-400 Legal Description: PARCEL D: AN IRREGULAR SHAPED PORTION OF THE NORTHWEST QUARTER OF SECTION 9, TOWNSHIP 83 NORTH, RANGE 23 WEST OF THE 5TH P.M., AMES, STORY COUNTY, IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTHWEST CORNER OF SAID SECTION 9; THENCE S00°06'26"E ALONG THE WEST LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9, A DISTANCE OF 528.00 FEET; THENCE S89°50'41"E, A DISTANCE OF 45.00 FEET TO THE POINT OF BEGINNING; THENCE CONTINUING S89°50'41"E, A DISTANCE OF 1048.65 FEET; THENCE S00°06'26"E, A DISTANCE OF 1340.64 FEET; THENCE N89°50'41"W, A DISTANCE OF 1037.53 FEET; THENCE N00°30'32"W, A DISTANCE OF 156.18 FEET; THENCE N18°33'59"W, A DISTANCE OF 31.63 FEET; THENCE N00°06'26"W, A DISTANCE OF 1154.52 FEET TO THE POINT OF BEGINNING. SUBJECT TO AND TOGETHER WITH ANY AND ALL EASEMENTS AND RESTRICTIONS OF RECORD. SAID TRACT CONTAINS 32.23 ACRES. (1,404,046 SQ FT) PARCEL E: AN IRREGULAR SHAPED PORTION OF THE NORTHWEST QUARTER OF SECTION 9, TOWNSHIP 83 NORTH, RANGE 23 WEST OF THE 5TH P.M., AMES, STORY COUNTY, IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHEAST CORNER OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE S89°53'08"W ALONG THE SOUTH LINE OF THE NORTHWEST QUARTER OF SAID 7 SECTION 9, A DISTANCE OF 2496.60 FEET; THENCE N14°49'47"W, A DISTANCE OF 116.10 FEET; THENCE N06°18'23"W, A DISTANCE OF 285.40 FEET; THENCE N07°34'52"W, A DISTANCE OF 285.21 FEET; THENCE N00°30'32"W, A DISTANCE OF 93.63 FEET; THENCE S89°50'41"E, A DISTANCE OF 1037.53 FEET; THENCE N00°06'26"W, A DISTANCE OF 1340.64 FEET; THENCE N89°50'41"W, A DISTANCE OF 681.15 FEET; THENCE N00°06'26"W, A DISTANCE OF 478.00 FEET; THENCE S89°50'41"E, A DISTANCE OF 2249.59 FEET TO THE EAST LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE S00°08'36"W ALONG SAID EAST LINE, A DISTANCE OF 2578.86 FEET TO THE POINT OF BEGINNING. SUBJECT TO AND TOGETHER WITH ANY AND ALL EASEMENTS AND RESTRICTIONS OF RECORD. SAID TRACT CONTAINS 117.78 ACRES. (5,130,541 SQ FT) RIGHT OF WAY TRACT 1: AN IRREGULAR SHAPED PORTION OF THE NORTHWEST QUARTER OF SECTION 9, TOWNSHIP 83 NORTH, RANGE 23 WEST OF THE 5TH P.M., AMES, STORY COUNTY, IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHWEST CORNER OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE N00°06'26"W ALONG THE WEST LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9, A DISTANCE OF 2113.35 FEET; THENCE S89°50'41"E, A DISTANCE OF 45.00 FEET; THENCE S00°06'26"E, A DISTANCE OF 1154.52 FEET; THENCE S18°33'59"E, A DISTANCE OF 31.63 FEET; THENCE S00°30'32"E, A DISTANCE OF 249.81 FEET; THENCE S07°34'52"E, A DISTANCE OF 285.21 FEET; THENCE S06°18'23"E, A DISTANCE OF 285.40 FEET; THENCE S14°49'47"E, A DISTANCE OF 116.10 FEET TO THE SOUTH LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE S89°53'13"W ALONG SAID SOUTH LINE, A DISTANCE OF 154.19 FEET TO THE POINT OF BEGINNING. SUBJECT TO AND TOGETHER WITH ANY AND ALL EASEMENTS AND RESTRICTIONS OF RECORD. SAID TRACT CONTAINS 3.11 ACRES. (135,381 SQ FT) RIGHT OF WAY TRACT 2: AN IRREGULAR SHAPED PORTION OF THE NORTHWEST QUARTER OF SECTION 9, TOWNSHIP 83 NORTH, RANGE 23 WEST OF THE 5TH P.M., AMES, STORY COUNTY, IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHEAST CORNER OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE S00°08'36"W ALONG THE EAST LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9, A DISTANCE OF 50.00 FEET; THENCE N89°50'41"W, A DISTANCE OF 2249.59 FEET; THENCE N00°06'26"W, A DISTANCE OF 50.00 FEET TO THE NORTH LINE OF THE NORTHWEST QUARTER OF SAID SECTION 9; THENCE S89°50'41"E ALONG SAID NORTH LINE, A DISTANCE OF 2249.82 FEET TO THE POINT OF BEGINNING. SUBJECT TO AND TOGETHER WITH ANY AND ALL 8 EASEMENTS AND RESTRICTIONS OF RECORD. SAID TRACT CONTAINS 2.58 ACRES. (112,485 SQ FT) Public Improvements: The preliminary decision of the Planning Director finds that approval requires all public improvements associated with and required for the proposed plat of survey be: Installed prior to creation and recordation of the official plat of survey and prior to issuance of zoning or building permits. Delayed, subject to an improvement guarantee as described in Section 23.409. Not Applicable. (no additional improvements required) Note: The official plat of survey is not recognized as a binding plat of survey for permitting purposes until a copy of the signed and recorded plat of survey is filed with the Ames City Clerk’s office and a digital image in Adobe PDF format has been submitted to the Planning & Housing Department. 9 Attachment A- Location Map 10 Attachment B- Existing Conditions 11 Attachment C- Plat of Survey 12 Attachment D- Sidewalk Waiver Request 13 Attachment E- Municipal Code Sections- Section 23.10 Section 23.403(14) 1 ITEM #: 35 DATE: 04-25-23 DEPT: Finance COUNCIL ACTION FORM SUBJECT: RESOLUTION APPROVING FISCAL YEAR 2022/23 ADJUSTED BUDGET AND FISCAL YEAR 2023/24 BUDGET BACKGROUND: On April 11, 2023, the City Council approved the maximum levy amount of $23,666,001 for all non-debt service property tax collections and set the public hearing for final budget adoption for April 25, 2023. Approval and adoption of this resolution is the final statutory step in approving the FY 2023/24 budget. It should be noted that the deadline for approving the FY 2023/24 budget was delayed by the Legislature from March 31 to April 30 to allow additional time for modifications necessary to mitigate the impact of the changes made at the state level regarding the residential rollback. CITY OF AMES BUDGET AND PROPERTY TAX LEVY The proposed budget and associated notices include a total City levy rate of $10.20, resulting in total non-ag-related property tax collections of $34,809,152. When compared to the previous year, this amounts to a 37-cent increase in the proposed tax rate and generates an additional $1,216,233 or 3.62% more dollars. It is difficult to determine the change in tax bill impact on each individual parcel. However, generally, staff expects the following average impacts per classification of properties: Residential Property: an average increase of roughly $26.22 or +4.93% per $100,000 of assessed valuation Commercial Property: an average decrease of roughly $23.33 or -2.64% per $100,000 of assessed valuation Industrial Property: an average increase of roughly $24.63 or +2.78% per $100,000 of assessed valuation. PREVIOUSLY PRESENTED ESTIMATED PROPERTY TAX IMPACTS: The revised estimated property tax impacts outlined above are a change to the figures presented to the City Council in February as part of the original budget recommendation that required only a 13-cent increase in the proposed tax rate. The estimated property tax impacts provided at that time were: 2 Residential Property: an average increase of roughly $31.56 or +5.93% per $100,000 of assessed valuation Commercial Property: an average decrease of roughly $39.94 or -4.51% per $100,000 of assessed valuation Industrial Property: an average increase of roughly $3.84 or +.43% per $100,000 of assessed valuation. As noted above, these changes to the estimated property tax impacts are the result of the State's changes to the residential rollback after the City Manager’s recommended budget was finalized, which was amended from 56.49% to 54.65% and resulted in a decrease in taxable valuation of $81,769,892. This modification was a highly unusual adjustment directed by State Legislative action after the Staff had presented the recommended budget to the City Councill. ADJUSTED BUDGET: The totals reflected in the Adjusted FY 2022/23 City budget are the same as approved by the City Council at the Budget Wrap Up Session in February 2023. As is customary, Staff will be preparing a final amendment to the FY 2022/23 to the adjusted budget for City Council approval in May 2023. ALTERNATIVES: 1. Adopt a resolution approving: a. The Adjusted FY 2022/23 City Budget b. The proposed FY 2023/24 City Budget 2. Delay adoption of the Adjusted FY 2022/23 and FY 2023/24 Budget. CITY MANAGER’S RECOMMENDED ACTION: State law requires that the City hold a public hearing and take action to adopt the Adjusted FY 2022/23 and FY 2023/24 Budgets. In the event the City delays the adoption of the annual budget and does not meet the required deadline, the City will be limited to the FY 2022/23 budget amount. The proposed budget documents contain the programs, revenues, and expenditures directed by the City Council to be included. Therefore, it is recommended that City Council approve Alternative No. 1 a & b, as described above. Valuation January 1, 2021 Valuation January 1, 2022 Valuation January 1, 2022 Valuation January 1, 2022 Property Tax Payable 22-23 Property Tax Payable 23-24 Property Tax Payable 23-24 Property Tax Payable 23-24 Taxable Valuation 3,399,701,391 3,488,467,481 3,406,697,589 3,406,697,589 Percentage Change 4.4%2.6%0.2%0.2% TIF Valuation Available for Debt Service 57,260,674 17,675,578 17,675,578 17,675,578 Levy Rate Dollar Value Levy Rate Dollar Value Levy Rate Dollar Value Levy Rate Dollar Value Levy Type Per $1,000 of Levy Per $1,000 of Levy Per $1,000 of Levy Per $1,000 of Levy General 7.36147 25,026,811 7.49016 26,129,176 7.66965 26,128,176 8.34869 28,441,446 State Repl. Tax (0.11613) 394,820 (0.15452) 539,023 (0.15822) 539,023 (0.17655) 601,458 Fund Balance Use - - (0.01614) 55,000 Local Option Tax (1.73175) 5,887,438 (1.77207) 6,181,810 (1.81460) 6,181,810 (1.81460) 6,181,810 Net General 5.51359 18,744,553 5.56357 19,408,343 5.69682 19,407,343 6.34138 21,603,178 Employee Benefits 0.68420 2,326,059 0.66312 2,313,268 0.67904 2,313,268 - - State Repl. Tax (0.01436) 48,804 (0.01790) 62,435 (0.01833) 62,435 - - Fund Balance Use (0.02647) 90,000 (0.01577) 55,000 (0.01614) 55,000 - - Net Employee Benefits 0.64337 2,187,255 0.62945 2,195,833 0.64456 2,195,833 - - Transit 0.61137 2,078,474 0.60773 2,120,043 0.62232 2,120,043 0.62232 2,120,043 State Repl. Tax (0.01306) 44,384 (0.01640) 57,219 (0.01680) 57,220 (0.01680) 57,220 Net Transit 0.59831 2,034,090 0.59133 2,062,824 0.60552 2,062,823 0.60552 2,062,823 Total W/O Debt Svc.6.75527 22,965,898 6.78435 23,667,000 6.94690 23,666,001 6.94690 23,666,001 Debt Service 3.14015 10,855,367 3.28470 11,516,623 3.36313 11,516,623 3.36313 11,516,623 Fund Balance Use - - (0.01569) 55,000 (0.01606) 55,000 (0.01606) 55,000 State Repl. Tax (0.06605) 228,346 (0.09083) 318,471 (0.09300) 318,472 (0.09300) 318,472 Net Debt Service 3.07409 10,627,021 3.17818 11,143,152 3.25407 11,143,151 3.25407 11,143,151 TOTAL LEVIED TAXES 9.82936 33,592,919 9.96253 34,810,152 10.20097 34,809,152 10.20097 34,809,152 Previous Year 0.13317 1,217,233 0.37161 1,216,233 0.37161 1,216,233 Difference Previous Year Manager's Original Recommend Manager's Recommended Manager's Recommended After Rollback Adjustment After Rollback Adjustment Final FY 2022/23 Budget FY 2023/24 Budget FY 2023/24 Final Budget (Historical) FY 2023/24 Final Budget SAMPLE TAX CALCULATIONS (Valuations Increased By Average Assessment Increase by Property Class) FY 2022/23 FY 2023/24 Dollar Percentage Tax Levy Tax Levy Change Change City Rate Per $1,000 Taxable Valuation 9.82936 9.96255 0.13319 1.36% Residential 100% Valuation 100,000.00$ 100,146.59 Rollback Adjustment 54.1302% 56.4919% Taxable Value 54,130.20$ 56,574.71$ City Tax 532.07$ 563.63$ 31.56$ 5.93% Commercial 100% Valuation 100,000.00$ 98,121.98 Rollback Adjustment 90% 86.4107% Taxable Value 90,000.00$ 84,787.89$ City Tax 884.64$ 844.70$ (39.94)$ -4.51% Industrial 100% Valuation 100,000.00$ 101,083.89 * Rollback Adjustment 90% 88.2262% Taxable Value 90,000.00$ 89,182.47$ City Tax 884.64$ 888.48$ 3.84$ 0.43% The calculations above are samples only. The exact amount of city taxes will be based on specific valuation. SAMPLE TAX CALCULATIONS (Valuations Increased By Average Assessment Increase by Property Class) FY 2022/23 FY 2023/24 Dollar Percentage Tax Levy Tax Levy Change Change City Rate Per $1,000 Taxable Valuation 9.82936 10.20097 0.37161 3.78% Residential 100% Valuation 100,000.00$ 100,145.19 Rollback Adjustment 54.1302% 54.6501% Taxable Value 54,130.20$ 54,729.45$ City Tax 532.07$ 558.29$ 26.22$ 4.93% Commercial 100% Valuation 100,000.00$ 98,121.98 Rollback Adjustment 90% 86.0502% Taxable Value 90,000.00$ 84,434.16$ City Tax 884.64$ 861.31$ (23.33)$ -2.64% Industrial 100% Valuation 100,000.00$ 101,083.89 * Rollback Adjustment 90% 88.1797% Taxable Value 90,000.00$ 89,135.47$ City Tax 884.64$ 909.27$ 24.63$ 2.78% The calculations above are samples only. The exact amount of city taxes will be based on specific valuation. 1 ITEM #: 36 DATE: 04-25-23 DEPT: P&H COUNCIL ACTION FORM SUBJECT: ZONING TEXT AMENDMENTS FOR SETBACKS AND SCREENING OF ELECTRIC VEHICLE CHARGERS AND RELATED EQUIPMENT BACKGROUND Ames Electric Services is working with vehicle charging companies regarding locating equipment for Level 2 and Level 3 fast electric vehicle chargers on existing commercial sites within the City. The City has also installed its own Level 2 chargers in various locations around the community, including the City Hall Parking Lot M. Zoning standards regulate placement of equipment in relation to setbacks and landscaped areas. As part of these discussions, questions have arisen about what allowances could be applied to these chargers to encourage their placement in Ames. City Council reviewed a staff report about chargers on February 23 and directed staff to draft zoning text amendments to allow for chargers within setbacks when parking lots are located within setbacks where there is at least 10 feet of landscaped front yard area. Additionally, Council directed staff to allow for charging equipment to occupy up to two existing parking spaces to support charging of vehicles. While locating chargers seems to be a minor issue within a parking lot, there is in fact a substantial amount of infrastructure and equipment needed to power Level 3 Fast Chargers. Commonly, the charging company will need to deploy new infrastructure, including transformers, to be able to power the new chargers. Note that Level 3 fast chargers require additional equipment compared to Level 2 chargers. Level 2 chargers typically are only the charging pedestal and do not have substantial ancillary equipment. Staff consulted with representatives from Tesla and has learned that its chargers are typically deployed in packages for fast charging in groups of four chargers with ancillary equipment. Below is an example of eight fast charging stations in Altoona that depicts the amount of equipment necessary to support such an installation. Depending on the manufacturer, fewer cabinets may be necessary. Tesla believes its current generation of equipment requires fewer cabinets than the Altoona example shown below. Staff also notes that not all companies use the same types of equipment and ratios of equipment as Tesla. 2 When this equipment and chargers are located internal to a site, there are no conflicts with zoning standards. However, on existing sites staff has received requests to place equipment in front yards, which is prohibited by the zoning standards. There is no stated exception for projecting into setbacks for front yard mechanical equipment or vehicle chargers. Many existing commercial sites have 5 to 10 feet of front yard landscaped area before their parking lot paving begins. The amount of equipment could easily take up all front yard area. Although all the equipment can be placed within a site subject to the minimum setback of 20 feet, companies may find that more difficult to accomplish with other site planning factors of the property owner or more expensive for the charging company. In some cases the property owners have their own parameters about where equipment may be situated that are different than the City’s zoning allowances. Charging companies are also conscious of cost and how dispersal of cabinets away from chargers would result in higher costs. Cabinets and transformers can be set further away from the chargers; however, this results in higher costs for wiring. There are also some limitations in accessing transformers and connecting to transmission lines. PROPOSED ORDINANCE: Staff is proposing to address vehicle chargers by allowing for encroachments within setbacks related to commercial parking lots and specific standards for their installation as Additional Requirements for Specific Uses within Zoning Ordinance Chapter 13. It allows for an unlimited number of charger encroachments, but only allows for one cabinet per four chargers to encroach. In February, staff described allowing for only the chargers and optionally to allow for ancillary cabinet. Staff ultimately prepared the draft ordinance allowing for the one ancillary cabinet with the chargers. Staff was comfortable with the dispersal of equipment 3 and use of landscaping to minimize the appearance of the installations. Note that not all companies might have a 1:4 ratio of chargers to equipment, and additional cabinets would have to meet setbacks. Transformers must also meet setbacks. The draft ordinance related to setbacks, screening, and additional standards is attached. The proposed changes do not affect residential parking lots. The proposed change will not allow for fast charger installations on many existing sites because often older parking lots were not built with more than a 10-foot front yard setback. Staff has also adjusted the Mechanical Unit screening section to include a reference to transformers for clarity and the intent of the screening regulations. Transformers are covered by definition, but currently not stated in the standards. The new ordinance allows the screening of transformers to be accomplished by front yard landscaping as well. OTHER CITIES: City staff contacted other Iowa cities (Ankeny, Marion, Iowa City, Des Moines, West Des Moines, Waukee, Urbandale, Grimes) to discuss their approach to setbacks for equipment related to vehicle charging. The equipment is commonly treated as accessory buildings or equipment, with each city having variations in how setbacks, landscaping, and permitting applies to such structures and equipment within their city. Generally, the equipment is not permitted to fully occupy a front setback if it is permitted to encroach within a landscaped setback. New development is accommodating the equipment within sites and not needing exceptions. Retrofitting of existing sites has not been a common issue for most cities. Iowa City is in the process of updating its standards specifically for chargers. Ultimately, landscaping buffering appears to be expected in all situations and some cities make specific design review process to make a case by case determination of how to situate accessory structures on a site. PLANNING AND ZONING COMMISSION: The Planning and Zoning Commission reviewed the proposed changes at its April 5 meeting. Staff described the types of equipment used for charging and the allowances would work for existing sites. The Commission discussed how many charger installations would be allowed on site, how would landscaping be impacted, are chargers universally available to all types of electric vehicles, and to what degree we are facilitating electric vehicle charging infrastructure. Ultimately, the Commission voted 6-0 to approve the staff recommendation. ALTERNATIVES 1. Approve on first reading of a zoning text amendment to allow for encroachment of charger pedestals and one ancillary cabinet within setbacks for commercial parking lots or front yards when there is at least a 10-foot landscaped front yard 4 and allow for charging equipment to occupy parking spaces and modify mechanical unit screening. 2. Approve on first reading a zoning text amendment with different standards for vehicle chargers, such as allowing a greater encroachment than 10 feet. 3. Take no action to approve a zoning text amendment and continue to apply setback requirements. CITY MANAGER RECOMMENDED ACTION: Staff believes it would be beneficial to identify vehicle charging facility standards within the Zoning Ordinance to communicate standards to charging companies. The changes also would require a permit for any type of charger installation on commercial site. The proposed encroachment allowances appear to be a reasonable balance of encouraging installations and addressing minimum compatibility requirements. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1, as described above. 5 Other Examples: ORDINANCE NO. AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY AMENDING SECTIONS 29.402(c)(XIX), 29.408(4)(a)(i), AND 29.408(4)(a)(iv), AND ENACTING A NEW SECTION 29.1316 THEREOF, FOR THE PURPOSE OF ELECTRICAL VEHICLE CHARGERS WITHIN SETBACKS AND PARKING AREAS; REPEALING ANY AND ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT OF SUCH CONFLICT; AND ESTABLISHING AN EFFECTIVE DATE. BE IT ENACTED, by the City Council for the City of Ames, Iowa, that: Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is hereby amended by amending Sections 29.402(c)(xix), 29.408(a)(i), and 29.408(a)(iv), and enacting a new Section 29.1316 as follows: “Section 29.402. SETBACKS. (1) Building Setback Standard. Except as provided below, all buildings and structures, Principal and Accessory, shall be located to comply with the minimum and maximum Building Setbacks established for Principal and Accessory Buildings listed in each Zone Development Standards Table, Supplemental Development Standards Table, condition, or other regulation applicable to the lot or the use being employed at the site. … (c) Full projections allowed. In addition to the minor projections listed in the previous section, the following features are allowed to fully project into required setbacks: … (xix) Electric vehicle chargers for nonresidential uses that comply with standards set out in Article 13. … Sec. Sec. 29.408. OTHER GENERAL DEVELOPMENT STANDARDS. … (4) Mechanical Units and Transformers. (a) Screening Required. (i) For all uses, except for single-family and two-family dwellings, all mechanical units located on the ground shall be screened from ground level view from abutting streets by a sight obscuring fence and/or shrubs that achieve a minimum opacity of approximately 75%. Such shrubs shall be at least 75% the height of the mechanical equipment at the time of installation. Screening shall be at least 6 inches higher than the average height of the mechanical equipment at full growth. Fences shall be equal to the average height of the equipment. Electric vehicle chargers and their associated cabinets are not a mechanical unit and are not subject to screening. … (iv) Sites with front yard landscaping as required within Section 29.403 and where mechanical units are located behind the centerline of a building. Where front yard landscaping is not in place, screening is required. For industrial and commercial sites, the Planning Director may approve screening to meet the requirements of this section solely based upon front yard landscaping and other site features that obscure equipment when equipment is set internal to a site and set back from a street at a distance substantially greater than minimum setback requirements. … Sec. 29.1316. VEHICLE CHARGERS WITHIN SETBACKS AND PARKING AREAS (1) Approval of a Zoning Permit is required prior to the placement of an electric vehicle charger and related equipment on a site. Placement of residential electric vehicle chargers at a single-family and two-family dwelling site is exempted from the Zoning Permit requirement. If additional paving is required for the proposed use, it is subject to the procedures of a Minor Site Development Plan. Vehicle Chargers are subject to conformance with this section, when a standard is not addressed by this section all other zoning standards apply. (2) Electric Vehicle Charging equipment consisting of charger pedestals and one (1) ancillary cabinet per four (4) charger pedestals is permitted within a setback when located within a commercial parking lot. Transformers are not permitted within the setback. (3) Charger pedestals and one cabinet per four chargers may be placed within the front yard landscaped area when there is a minimum of 10 feet of clear front yard landscape area between the chargers and related equipment and the front property line. The Planning Director may authorize placement within side and rear yard setbacks subject to review of the landscape plan. Placement of the equipment is subject to review of related landscaping for aesthetics and screening. Installation of the chargers and equipment shall not substantially impact or remove healthy existing mature trees within the front yard when feasible alternatives exist. (4) Placement of vehicle chargers and related equipment may substitute for up to two vehicle parking spaces on a site to meet minimum parking requirements. (5) Signage for a charger is allowed to be applied to or integrated with the charger casing in addition to other signage allowances for a site to identify the charging stations and provide instructional information. “Applied or integrated with the charger” does not allow for signage greater than the profile of the charger or use of the charger as a support for additional signage.” 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 , . ______________________________________ _______________________________________ Renee Hall, City Clerk John A. Haila, Mayor 1 COUNCIL ACTION FORM REQUEST: ZONING TEXT AMENDMENT TO SECTION 29.1114(5) TO REDUCE REQUIRED PARKING FOR AFFORDABLE HOUSING USES WITHIN A PLANNED UNIT DEVELOPMENT (PUD) OVERLAY FROM 2 SPACES PER UNIT TO 1.5 SPACES PER UNIT BACKGROUND: In March, the City Council directed staff to prepare a zoning text amendment to allow for a reduction in required parking for Affordable Housing uses in the Planned Unit Development (PUD) Overlay. Currently, PUD Overlays allow for City Council to reduce parking for affordable housing to a maximum of 2 spaces per residential unit regardless of bedroom count for an apartment building. Typically, the City requires 1 parking space per bedroom in an apartment building. The direction came after discussion regarding recent affordable housing proposals in Baker Subdivision and if parking could be further reduced to increase green space on a site. The proposed change is to allow for City Council to approve a maximum parking rate of 1.5 spaces per residential unit for affordable housing uses in a PUD Overlay. This rate matches the minimum expectations of the Iowa Finance Authority qualification requirements for a Low Income Housing Tax Credit (LIHTC) project. A PUD Overlay can only be applied to sites of two acres of more. The proposed change is not a “by right” standard; the reduction is subject to case-by-case review of a Major Site Development Plan and an affordable housing plan to determine the appropriate parking rate. Reducing the parking requirement may assist in helping development of sites that have limited space to work with to be able to maximize the number of affordable housing units and could potentially help keeps costs lower on affordable housing projects in some cases. When working with low-income households it is not common for there to be ownership of two cars. Another consideration at the time of project review is the total number of spaces or size of a project, income levels, and availability of street parking. The proposed text amendment would only apply to Affordable Housing uses in PUDs. All other standard residential uses or Affordable Housing projects outside of PUDs must comply with the standard residential parking requirements in the general parking table found in Section 29.406(2). ITEM #: 37 DATE: 04-25-23 DEPT: P&H 2 PLANNING AND ZONING COMMISSION: The Planning & Zoning Commission reviewed the proposed text amendment at its April 5 meeting. The Commission discussed the proposal. Staff clarified that minimum parking requirements still apply, and the proposed standard is a cap on the maximum number of spaces required. One member preferred reducing the required parking for Affordable Housing uses to 1.7 spaces per unit instead of the proposed 1.5 to ensure there would be less impacts to on-street parking availability. The Planning & Zoning Commission voted to approve a reduction to a maximum of 1.5 spaces per unit by a 5-1 vote. ALTERNATIVES: 1. Approve a reduction to the minimum required parking for Affordable Housing uses in PUDs from 2 spaces per residential unit to a maximum 1.5 spaces per residential unit. 2. Approve a reduction to the minimum required parking for Affordable Housing uses in PUDs from 2 spaces per residential unit to some other number. 3. Take no action to modify parking standards for Affordable Housing uses in PUDs. CITY MANAGER’S RECOMMENDED ACTION: Staff finds that a reduction in required parking for affordable housing projects from 2 parking spaces per residential unit to 1.5 spaces per residential unit is acceptable for maintaining minimum levels of onsite parking for Affordable Housing Uses in PUDs. Reducing required parking in Affordable Housing projects can be justified not only to reduce the amount of impervious area, but also acknowledging there should be a more affordable and economical way of living, as opposed to the traditional means of owning a vehicle or multiple vehicles, in unique environments that allow special designs such as a PUDs. Additionally, the final decision on appropriate parking will be based upon project specific circumstances through the Major Site Development Plan review of a project. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1, as noted above. 3 Attachment A- Proposed Text Amendment Section 29.1114(5) ORDINANCE NO. AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY AMENDING SECTION 29.1114(5) THEREOF, FOR THE PURPOSE OF AMENDING PLANNED UNIT DEVELOPMENT OVERLAY DISTRICT (PUD) AFFORDABLE HOUSING PARKING SPACES REPEALING ANY AND ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT OF SUCH CONFLICT; AND ESTABLISHING AN EFFECTIVE DATE. BE IT ENACTED, by the City Council for the City of Ames, Iowa, that: Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is hereby amended by amending Section 29.1114(5) as follows: “Table 29.1114 (5) Planned Unit Development Overlay District (PUD) Supplemental Development Standards SUPPLEMENTAL DEVELOPMENT STANDARDS PUD ZONE … Parking Requirements Parking spaces shall be provided as prescribed by this chapter; however, required parking locations may be approved by the City Council in common areas or on a street within the boundaries of the PUD. Affordable housing for low- and moderate-income households may have parking reduced so that an apartment dwelling unit only requires a maximum of two 1.5 parking spaces regardless of bedroom count per unit. ……” Section Two. All ordinances, or parts of ordinances, in conflict herewith are hereby repealed to the extent of such conflict, if any. Section Three. This ordinance shall be in full force and effect from and after its passage and publication as required by law. Passed this day of , . ______________________________________ _______________________________________ Renee Hall, City Clerk John A. Haila, Mayor ITEM #: 38 DATE: 04-25-23 DEPT: PW COUNCIL ACTION FORM SUBJECT: 2022/23 AIRPORT IMPROVEMENTS PROGRAM (SOUTH APRON REHAB) BACKGROUND: The Capital Improvements Plan (CIP) includes a project in FY 2022/23 to rehabilitate the south apron area of the airport through the Airport Improvements Program (AIP). The project area is shown on the attached map. On April 19, 2023, bids for the project were received as follows: Bidder City Division 1 (Base Bid) Div. 1 (Alt A) Division 2 (Base Bid) Div. 2 (Alt B) Totals Con-Struct, Inc. Ames, IA $1,065,300 $103,800 $71,075 $11,530 $1,251,705 Absolute Concrete, Inc. Granger, IA $1,367,915 $75,780 $104,735 $20,219 $1,568,649 • Division 1 (Base): Paving for the reconstructed apron area. • Division 1 (Alternate A): Lighting for the apron near the Terminal Building. • Division 2 (Base): New controlled gated access on the east side of the Terminal. • Division 2 (Alternate B): Parking areas adjacent to the apron designated for fuel trucks to minimize conflicts with aircraft. This project is funded using four sources; 1) Federal Bipartisan Infrastructure Law grant, 2) Federal Entitlement grant, 3) State Airport Improvement Program Grant, and 4) Airport Construction Fund (to fulfill the local match requirements). An estimated project budget is outlined below: Revenues Expenses Federal $1,218,418 Design $77,000 State $89,556 Inspection $123,500 Local $144,231 Construction $1,251,705 $1,452,205 $1,452,205 The construction is scheduled to begin in 2024. City staff will work with our consultant to submit grant applications based on the apparent lowest bidder and guidance from the FAA and Iowa DOT aviation program managers. Therefore, if City Council decides to proceed with the Airport apron reconstruction project, it is advisable to make the award of the contract conditional upon the City of Ames receiving federal and state grant offers, as highlighted in the above paragraph, for the eligible portions of the project. This would ensure that the necessary funding is available to cover the costs of the project. ALTERNATIVES: 1. a) Accept the report of bids for the 2022/23 Airport Improvements Program (South Apron Rehab) project. b) Approve plans, specifications, and estimated construction cost for the construction of the South Apron Rehab project. c) Award Division 1 and its Alternate A, and Division 2 and its Alternate B, of the 2022/23 Airport Improvements Program (South Apron Rehab) to Con-Struct of Ames, IA, in the amount of $1,251,705, contingent upon the receipt and execution of the agreements for Federal Bipartisan Infrastructure Law, 2) Federal Entitlement, and 3) State Airport Improvement Program grants in amounts necessary to finance the project expenditures. 2. a) Accept the report of bids for the 2022/23 Airport Improvements Program (South Apron Rehab) project. b) Reject the award and direct staff to modify the project, thereby working with the FAA to determine a future grant cycle for the project. 3. Do not proceed with the project. CITY MANAGER’S RECOMMENDED ACTION: By awarding this project, it will be possible to improve the pavement condition and improve safety and access to the apron area in front of the Airport’s Terminal Building. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 2022/23 AIP (South Apron Rehab) Map E Project Area 1 ITEM #: 39 DATE: 04-25-23 DEPT: W&PC COUNCIL ACTION FORM SUBJECT: WATER RATE ADJUSTMENT FOR FY 2023/24 BACKGROUND: Each year as a part of the annual budget process, staff updates a spreadsheet model for the Water and Sewer Funds that reflects current and projected operating and capital expenses for the utilities over the next ten years, and the resulting annual ending fund balance in each of the funds. This model is used to establish a long-range pattern of rate increases that will fully finance these self-funded enterprise utilities, including an operating reserve that is slowly being increased to a target of 25%. During the development of the FY 2023/24 budget, staff determined that an eight percent (8%) increase to water rates would be needed, effective July 1, 2023. While the need for an increase was shared with Council during the budget presentations, no formal action has yet been taken by Council to adjust the rates. Attached to this Council Action Form is a draft ordinance that will increase the water rates by 8%, effective for all bills mailed on or after July 1, 2023. The slides attached with this Council Action Form provide a summary of the fund balance analysis in a format that is very similar to what has been used in prior years. Highlights from these slides will be shared at the Council meeting in a brief presentation. ALTERNATIVES: 1. Approve first reading of an ordinance to increase water rates by eight percent (8%) effective for bills mailed on or after July 1, 2023. 2. Direct staff to modify the rate ordinance to enact some alternate rate adjustment. 3. Do not adjust water rates and instead direct staff to reduce expenditures in order to maintain a positive Water Fund balance. CITY MANAGER’S RECOMMENDED ACTION: The proposed rate increases are necessary to fund the on -going operations and maintenance budget plus the anticipated capital improvements projects in the Water Utility. The recommendation is part of a consistent, predictable pattern of rate increases projected over the next ten years. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. ORDINANCE NO. AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY AMENDING SECTION 28.201 THEREOF, FOR THE PURPOSE OF AMENDING WATER RATES AND CHARGES 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 amending Section 28.201 Water Rates and Charges, as follows: Sec. 28.201. WATER RATES AND CHARGES The rates and charges for water supplied to consumers by the water utility of the city, to be billed on or after July 1, 2023 are as follows: (1)Residential Rates. … (b)Rate per billing period.For each monthly billing period a residential rate customer: (i) shall be charged a minimum charge based on meter size, and in addition (ii) shall be charged for water usage during the billing periods as follows: (a) for bills mailed on or between July 1 and October 31 (summer period): $0.0257 $0.0278 per cubic foot for the first 1000 cubic feet of usage $0.0454 $0.0490 per cubic foot for the next 1500 cubic feet of usage $0.0682 $0.0737 per cubic foot for all usage over 2500 cubic feet (b) for bills mailed on or between November 1 and June 30 (winter period): $0.0257 $0.0278 per cubic foot (2)Non-residential (Commercial) Rates … (b)Rate per billing period:For each monthly billing period a non-residential customer: (i) shall be charged a minimum charge based on meter size, and in addition (ii) shall be charged for water usage during the billing periods as follows: (a) for bills mailed on or between July 1 and October 31 (summer period): $0.0337 $0.0364 per cubic foot (b) for bills mailed on or between November 1 and June 30 (winter period): $0.0257 $0.0278 per cubic foot (3)Non-Peaking Industrial Rate. … (b)Rate per Billing Period.For each monthly billing period a non- peaking industrial rate customer: (i) shall be charged a minimum charge based on meter size, and in addition (ii) shall be charged for water usage during the billing periods as follows: (a) for bills mailed on or between July 1 and October 31 (summer period): $0.0257 $0.0278 per cubic foot (b) for bills mailed on or between November 1 and June 30 (winter period): $0.0257 $0.0278 per cubic foot (4)Irrigation and Yard Water Service Rate. … (b)Rate per Billing Period.For each monthly billing period an irrigation and yard water rate customer: (i) shall be charged a minimum charge as described below, and in addition (ii) shall be charged for water usage during billing periods as follows: (a) for bills mailed on or between July 1 and October 31 (summer period): $0.0371 $0.0401 per cubic foot for the first 2000 cubic feet of usage $0.0682 $0.0737 per cubic foot for the next 3000 cubic feet of usage $0.1137 $0.1227 per cubic foot for all usage greater than 5000 cubic feet. (b) for bills mailed on or between November 1 and June 30 (winter period): $0.0257 $0.0278 per cubic foot (5)Rural Water Rate. … (b)Rate per billing period.For each monthly billing period, a rural water rate customer: (i) shall be charged a Rural water minimum charge based on meter size. (ii) shall be charged for water usage during billing periods as follows: (a) for bills mailed on or between July 1 and October 31 (summer period): $0.0427 $0.0461 per cubic foot for the first 2000 cubic feet of usage $0.0785 $0.0848 per cubic foot for the next 3000 cubic feet of usage $0.1307 $0.1412 per cubic foot for all usage greater than 5000 cubic feet. (b) for bills mailed on or between November 1 and June 30 (winter period): $0.0296 $0.0320 per cubic foot for all consumption … (7)Minimum charges.For each monthly billing, each customer shall be charged a minimum monthly charge based on the size of the water meter (s) and/or irrigation meter (s) at each location. The minimum monthly charge may be prorated, based on a 30-day billing period, for the customer’s initial and/or final bills, provided that in no case shall the minimum monthly charge be less than six dollars and thirty-one cents ($6.316.82). The minimum monthly charge for each water meter location shall be as follows: (8)Multiple dwellings – Mobile home parks.Multiple dwellings, including mobile home parks, may be serviced from a single water meter. However, there shall be a surcharge added to the water rates set forth above, to be calculated as follows: For a 5/8 inch meter serving 2 or more dwelling units..............3.784 4.09/month/unit For a ¾ inch meter serving 4 or more dwelling units............... 3.78 4.09/month/unit For a 1 inch meter serving 8 or more dwelling units................ 3.78 4.09/month/unit For a 1-1/2 inch meter serving 16 or more dwelling units........ 3.78 4.09/month/unit For a 2 inch meter serving 30 or more dwelling units.......... 113.27 122.33/month for the first 30 units plus $5.88 6.35/month per unit for each additional unit in excess of 30 units For a 3 inch or larger meter serving any number of dwelling units 5.205.62/month/unit …” Section Two. All ordinances, or parts of ordinances, in conflict herewith are hereby repealed to the extent of such conflict, if any. Section Three. This ordinance shall be in full force and effect from and after its passage and publication as required by law. Passed this day of , 2023. __________________________________ __________________________________ Renee Hall, City Clerk John A. Haila, Mayor Size of Meter Residential, Non-Residential, Non-Peaking Industrial, and Irrigation Account Yard Water Accounts Rural Water Accounts 5/8”or 5/8” x 3/4”$14.20 $5.38 $16.34 3/4 inch $28.40 $8.35 $32.66 1 inch $56.81 $11.63 $65.33 1-1/2 inch $113.62 $16.04 $130.67 2 inch $227.23 $21.33 $261.32 2 inch, battery of 2 $440.13 --$506.15 2 inch, battery of 3 $653.12 --$751.09 3 inch $454.36 $27.74 $522.52 4 inch $766.70 $34.49 $881.70 6 inch $1,277.82 $41.31 $1,469.50 8 inch $2,555.64 $48.13 $2,938.99 10 inch $3,833.46 $54.55 $4,408.48 FY 2023-24 Water Rates April 25, 2023 1 National and State Trends Data sources include: •2021 Cost of Clean Water Index National Association of Clean Water Agencies •2021 Water and Wastewater Rate Survey American Water Works Association •2022 Iowa Water and Wastewater Rate Survey City of Ames Water and Pollution Control 2 2021 Cost of Clean Water Index, NACWA Average annual wastewater bill has doubled nationally in last 16 years ($536 in 2020 versus $255 in 2004) Average national wastewater sewer charges increased by 3.1% from 2020 to 2021 CPI: 4.7% (First time in 21 years that sewer charges were outpaced by inflation) National Trends 3 2021 Water & Wastewater Rate Survey, American Water Works Association •Water utilities continue to shift away from declining block rate structures (12%) and towards inclining block structures (47%) •Wastewater utilities are predominately uniform block structures •Monthly billing intervals are most common (68.3%), followed by bi- monthly (14.9%) and quarterly (12.6%) •Charges were highest in the Northeast. Water charges were lowest in the South, and wastewater charges were lowest in the West. National Trends 4 National Trends 2016-2021 Sources: 2016 Water and Wastewater Rate Survey, AWWA/Raftelis Financial Consultants 2021 Water and Wastewater Rate Survey, AWWA/Raftelis Financial Consultants Nationwide average for residential service, 1,000 cf/mo., 5/8” meter, 5 Water National Average Annual Increase: 3.7% Sewer National Average Annual Increase: 4.5% Average Annual Increase in CPI: 2.6% •Drinking Water: 75% (29 of 39) •More than 5%: 67% (26 of 39) •More than 10%: 23% (9 of 39) •Wastewater: 72% (31 of 43) •More than 5%: 58% (25 of 43) •More than 10%: 32% (14 of 43) 2022 versus 2020 Iowa Water & Sewer Rate Survey, City of Ames, Iowa Percent of Iowa Utilities serving >10,000 with a rate increase in past two years: Iowa Trends 6 Iowa vs. National Trends 2017-2022 Water National Average Annual Increase: 3.7% Iowa Average Annual Increase: 3.6% Sewer National Average Annual Increase: 4.5% Iowa Average Annual Increase: 6.7% Average Annual Increase in CPI: 3.9% Iowa Sources: 2017 Water and Sewer Rate Survey, City of Ames, IA 2022 Water and Sewer Rate Survey, City of Ames, IA Iowa average for residential service, 600 cf/mo., 5/8” meter, 7 Recent Rate Adjustments in Ames 8 Water Sewer FY 18/19 3.5% 3% FY 19/20 7% -- FY 20/21 2% 5% FY 21/22 6% -- FY 22/23 -- 6% Annual Average 3.7% 2.8% Ames vs. Iowa & National Trends 2017-2022 9 Water National Average Annual Increase: 3.7% Iowa Average Annual Increase: 3.6% Ames Average Annual Increase: 3.7% Sewer National Average Annual Increase: 4.5% Iowa Average Annual Increase: 6.7% Ames Average Annual Increase: 2.8% Average Annual Increase in CPI: 3.9% Iowa Trends in Water Rates 2 00 3 - 20 22, C it ies w ith p o p ulation > 1 0 , 000 wi th lim e so f ten ing , 6 0 0 c f p er mo nt h Statewide Median Ames Rates 10 ** Ames is at the 26th percentile, based on 2022 rates ** $0 $10 $20 $30 $40 $50 $60 2002 2007 2012 2017 2022 Water Rates in Iowa, 2003-2022 Cities >10,000 600 cubic feet per month Iowa Trends in Sewer Rates 2 00 3 - 20 22, C it ies w ith p o p ulation > 1 0 , 000, 6 0 0 c f p er m o nth Statewide Median Ames Rates 11 ** Ames is at the 21st percentile, based on 2022 rates ** $0 $10 $20 $30 $40 $50 $60 $70 $80 $90 2002 2007 2012 2017 2022 Sewer Rates in Iowa, 2003 - 2022 Cities >10,000 600 cubic feet per month 12 Forces Driving Drinking Water Capital Expenses •New and Replacement Well Capacity •Infrastructure Renewal/ Replacement •Recent jumps in commodity prices; especially chemicals Water Fund Rate Model – No Adjustments 13 •Meet debt coverage requirements •(SRF requires 110% coverage) •Meet operating reserve target •Gradual increase over time until achieve 25% of the Fund’s annual operating expenses •Smaller percentage increases on a more frequent basis, as opposed to larger increases on a less frequent basis •Ideally, less than 10% at a time Approach to Rates: Timing & Magnitude 14 Water and Sewer Rate Projections Last Year Current Year Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 21-22 22-23 23-24 24-25 25-26 26-27 27-28 28-29 29-30 30-31 31-32 32-33 Water Fund 6% 8% 9% 9% 9% 8% Sewer Fund 5% 7% 9% 9% 9% 9% 15 6%8%9%9%9%8% -5,000 0 5,000 10,000 15,000 20,000 21-22 22-23 23-24 24-25 25-26 26-27 27-28 28-29 29-30 30-31 31-32 32-33 En d i n g B a l a n c e ( $ 1 , 0 0 0 ' s ) Ending Fund Balance Operating Reserve Percentage Rate Increase Water Fund Rate Model 16 5%7%9%9%9%9% -5,000 0 5,000 10,000 15,000 20,000 25,000 30,000 21-22 22-23 23-24 24-25 25-26 26-27 27-28 28-29 29-30 30-31 31-32 32-33 En d i n g B a l a n c e ( $ 1 , 0 0 0 ' s ) Ending Fund Balance Operating Reserve Percentage Rate Increase Sewer Fund Rate Model 17 Water •Over the next four years between 43% and 53% of utilities anticipate a rate increase in any given year (several declined to respond to this question) Sewer •Over the next four years between 23% and 26% of utilities anticipate a rate increase in any given year (several declined to respond to this question) Iowa Trends 18 2022 Iowa Water & Sewer Rate Survey, City of Ames, Iowa 4.8%4.9%5.1%4.8% 5.9% 4.4% 4.4% 4.0% 0% 1% 2% 3% 4% 5% 6% 7% 8% 2023 2024 2025 2026 Projected Iowa Annual Change in Cost, Based on Approved and Anticipated Increases City of Ames Survey Water - Average Magnitude of Increase Sewer - Average Magnitude of Increase Rate Projections vs. Statewide Trends 19 $33.26 $34.55 $35.91 $37.34 $38.83 $40.40 $42.05 $43.79 $45.61 $47.54 $49.56 $103.30 $108.90 $114.84 $121.15 $127.84 $134.95 $142.51 $150.53 $159.05 $168.11 $177.73 $59.39 $61.68 $63.83 $66.61 $69.25 $72.28 $75.48 $78.78 $82.27 $85.47 $89.28 $74.67 $78.31 $82.16 $86.24 $90.55 $95.12 $99.96 $105.09 $110.52 $116.27 $122.38 $- $25.00 $50.00 $75.00 $100.00 $125.00 $150.00 $175.00 $200.00 $225.00 $250.00 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Statewide Range Ames Residential Statewide Median Projected Monthly Water and Sewer Bill 600 cubic feet per month Revised Water Rates 20 8% Existing Increase New Winter All customers; all consumption $0.0257 $0.0021 $0.0278 Summer Residential Block 1 (First 1,000 cf) $0.0257 $0.0021 $0.0278 Block 2 (Next 1,500 cf) $0.0454 $0.0036 $0.0490 Block 3 (Over 2,500 cf) $0.0682 $0.0055 $0.0737 Irrigation & Yard Water Block 1 (First 2,000 cf) $0.0371 $0.0030 $0.0401 Block 2 (Next 3,000 cf) $0.0682 $0.0055 $0.0737 Block 3 (Over 5,000 cf) $0.1137 $0.0091 $0.1227 Non-Residential All consumption $0.0337 $0.0027 $0.0364 Non-Peaking Industrial All consumption $0.0257 $0.0021 $0.0278 •Water minimum bills, multiple dwelling unit fees, bulk water charge would also adjust by 8% •Meter setting fees would be adjusted based on actual cost recovery. Associated Rates and Fees 21 Sample Customer Bill Median Use Residential Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 600 kWh and 600 cf $81.10 $5.20 $28.57 $30.82 $145.69 Electric ECA -$0.66 -$0.66 Totals $80.44 $5.20 $28.57 $30.82 $145.03 Increase Due to Rate Change $0.00 $0.00 $2.29 $0.00 $2.29 Totals $80.44 $5.20 $30.86 $30.82 $147.32 % Impact on Total Bill 1.58% 22 Recommended Action & Timeline •Approve on first reading an ordinance to: •Adjust Water Rates by 8% •New rates effective for bills mailed on or after July 1, 2023 •Timeline •First reading on April 25 •Second reading on May 9 •Third reading and adoption on May 23 23 Additional Customer Bill Samples Follow Sample Customer Bill Minimal Use Residential Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 100 kWh and 100 cf $20.45 $5.20 $15.72 $15.27 $56.64 Electric ECA -$0.11 -$0.11 Totals $20.34 $5.20 $15.72 $15.27 $56.53 Increase Due to Rate Change $0.00 $0.00 $1.26 $0.00 $1.26 Totals $20.34 $5.20 $16.98 $15.27 $57.79 % Impact on Total Bill 2.23% 25 Sample Customer Bill Median Use Residential Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 600 kWh and 600 cf $81.10 $5.20 $28.57 $30.82 $145.69 Electric ECA -$0.66 -$0.66 Totals $80.44 $5.20 $28.57 $30.82 $145.03 Increase Due to Rate Change $0.00 $0.00 $2.29 $0.00 $2.29 Totals $80.44 $5.20 $30.86 $30.82 $147.32 % Impact on Total Bill 1.58% 26 Sample Customer Bill Large Residential Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 1,000 kWh and 1,000 cf $129.62 $5.20 $38.85 $43.26 $216.93 Electric ECA -$1.10 -$1.10 Totals $128.52 $5.20 $38.85 $43.26 $215.83 Increase Due to Rate Change $0.00 $0.00 $3.11 $0.00 $3.11 Totals $128.52 $5.20 $41.96 $43.26 $218.94 % Impact on Total Bill 1.44% 27 Sample Customer Bill Small Commercial (GP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 2,000 kWh and 600 cf $254.40 $5.20 $33.37 $30.82 $323.79 Electric ECA -$2.20 -$2.20 Totals $252.20 $5.20 $33.37 $30.82 $321.59 Increase Due to Rate Change $0.00 $0.00 $2.67 $0.00 $2.67 Totals $252.20 $5.20 $36.04 $30.82 $324.26 % Impact on Total Bill 0.83% 28 Sample Customer Bill Small Commercial (GP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 5,000 kWh and 1,000 cf $612.60 $5.20 $46.85 $43.26 $707.91 Electric ECA -$5.50 -$5.50 Totals $607.10 $5.20 $46.85 $43.26 $702.41 Increase Due to Rate Change $0.00 $0.00 $3.75 $0.00 $3.75 Totals $607.10 $5.20 $50.60 $43.26 $706.16 % Impact on Total Bill 0.53% 29 Sample Customer Bill Small Commercial (GP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 10,000 kWh and 3,000 cf $1,209.60 $10.40 $127.39 $105.46 $1,452.85 Electric ECA -$11.00 -$11.00 Totals $1,198.60 $10.40 $127.39 $105.46 $1,441.85 Increase Due to Rate Change $0.00 $0.00 $10.19 $0.00 $10.19 Totals $1,198.60 $10.40 $137.58 $105.46 $1,452.04 % Impact on Total Bill 0.71% 30 Sample Customer Bill Commercial (LP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 20,000 kWh and 5,000 cf $2,181.81 $10.40 $194.79 $167.66 $2,554.66 Electric ECA -$22.00 -$22.00 Totals $2,159.81 $10.40 $194.79 $167.66 $2,532.66 Increase Due to Rate Change $0.00 $0.00 $15.58 $0.00 $15.58 Totals $2,159.81 $10.40 $210.37 $167.66 $2,548.24 % Impact on Total Bill 0.62% 31 Sample Customer Bill Commercial (LP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 60,000 kWh and 15,000 cf $6,221.55 $15.60 $558.10 $478.66 $7,273.91 Electric ECA -$66.00 -$66.00 Totals $6,155.55 $15.60 $558.10 $478.66 $7,207.91 Increase Due to Rate Change $0.00 $0.00 $44.65 $0.00 $44.65 Totals $6,155.55 $15.60 $602.75 $478.66 $7,252.56 % Impact on Total Bill 0.62% 32 Sample Customer Bill Commercial (LP) Electric Storm Water Electric / Water Use Summer Water Summer Sewer Total 100,000 kWh and 20,000 cf $10,284.95 $46.80 $779.20 $634.16 $11,745.11 Electric ECA -$110.00 -$110.00 Totals $10,174.95 $46.80 $779.20 $634.16 $11,635.11 Increase Due to Rate Change $0.00 $0.00 $62.34 $0.00 $62.34 Totals $10,174.95 $46.80 $841.54 $634.16 $11,697.45 % Impact on Total Bill 0.54% 33