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HomeMy WebLinkAbout~Master - November 14, 2023, Joint Meeting of the Ames City Council and Ames Resident Police Advisory Committee1.Ames Resident Police Advisory Committee Annual Report, 2023 1.Proclamation for "City of Ames Philanthropy Day," November 16, 2023 2.Proclamation for "National Hunger and Homelessness Awareness Week," November 11-18, 2023 3.Motion approving payment of claims 4.Motion approving Summary of Minutes of Regular Meeting on October 24, 2023, and Special Meeting on October 30, 2023 5.Motion approving Report of Change Orders for period October 16- 31, 2023 6.Motion approving Civil Service Candidates 7.Motion approving the renewal of the following Beer Permits, Wine Permits & Liquor Licenses: a. Class B Native Wine Permit - Chocolaterie Stam, 230 Main Street b. Class C Liquor License - Time Out Ames, 120 Kellogg Avenue 8.Annual 2023 Urban Renewal Report: a. Resolution approving 2023 Urban Renewal Report b. Resolution approving certification of TIF Debt and appropriating payment of a rebate of incremental taxes for the Barilla TIF District AGENDA REGULAR MEETING OF THE AMES CITY COUNCIL COUNCIL CHAMBERS - CITY HALL NOVEMBER 14, 2023 NOTICE TO THE PUBLIC: The Mayor and City Council welcome comments from the public during discussion. The Standards of Decorum, posted at the door and available on the City website, define respectful conduct for public participation. If you wish to speak, please fill out the form on the tablet outside the door to the Council Chambers or scan the QR Code to the right to fill out the same form on a personal device. When your name is called, please step to the microphone, state your name for the record, and keep your comments brief so that others may have the opportunity to speak. JOINT MEETING OF THE AMES CITY COUNCIL AND AMES RESIDENT POLICE ADVISORY COMMITTEE (ARPAC): CALL TO ORDER: 6:00 p.m. PRESENTATION OF THE ARPAC ANNUAL REPORT: COMMITTEE COMMENTS: ADJOURNMENT: REGULAR MEETING OF THE AMES CITY COUNCIL** **The Regular City Council Meeting will immediately follow the Joint meeting of the Ames City Council and Ames Resident Police Advisory Committee. PROCLAMATIONS: CONSENT AGENDA : All items listed under the Consent Agenda will be enacted by one motion. There will be no separate discussion of these items unless a request is made prior to the time the Council members vote on the motion. 1 9.Resolution approving Quarterly Investment Report for period ending September 30, 2023 10.Resolution authorizing purchase of Financial Software Hosting and Maintenance from CentralSquare Technologies, LLC, Lake Mary, Florida, in the amount of $142,305.47 11.Resolution approving FY 2022/23 Annual Street Financial Report 12.Resolution approving Plat of Survey for 4004 and 4008 Cochrane Parkway and accept sidewalk installation deferral 13.Resolution approving Minor Subdivision Final Plat for Eastgate Subdivision Plat 2 at 1405 Baltimore Drive 14.Resolution approving Professional Services Agreement for 2023/24 Airport Improvement Program (Wildlife Fence Project) 15.Resolution approving preliminary plans and specifications for HVAC Replacement at the Power Plant, and set December 20, 2023, as the due date for bids and January 9, 2024, as the date of public hearing and award of contract 16.Resolution awarding contract to Play-Pro Recreation, Clive, Iowa for Playground Equipment for Lloyd Kurtz Park in the amount of $60,000. 17.Resolution awarding contract to Play-Pro Recreation, Clive, Iowa for Playground Equipment for Country Gables Park in the amount of $60,000. 18.Resolution awarding contract to Play-Pro Recreation, Clive, Iowa for Playground Equipment for Christopher Gartner Park in the amount of $60,000. 19.Resolution awarding contract to Phillips' Floors, Inc. of Indianola, Iowa for City Hall Interior Improvements (Carpet and Base in Hallways and Conference Rooms) in the amount of $108,082 20.Resolution awarding contract to Stiver's Ford of Waukee, Iowa for Fleet Replacement Program, purchase of a 2024 Ford F350 pickup in the amount of $51,996 21.Resolution approving Change Order No. 2 with Modern Piping, Inc. for Combustion Turbine Fuel Oil Pipe Installation in the amount of $35,000 22.Resolution approving Contract and Bond for the Water Treatment Plant, Southeast Wellfield, Technical Services Complex Security Fence Improvements Project with American Fence Company of Iowa, Inc. 23.2022/23 & 2023/24 Ames Plan 2040 Water Utility Infrastructure - (Lincoln Way & US Highway 69/South Duff) a. Resolution accepting the 2022/23 & 2023/24 Ames Plan 2040 Water Utility Infrastructure - (Lincoln Way & US Highway 69/South Duff) project as completed by Thorpe Contracting, LLC of Adel, Iowa in the amount of $873,954 24.Resolution accepting the Emma McCarthy Lee Park Tennis and Pickleball Courts Renovation project as completed by Upper Midwest Athletic Construction, Inc., of Andover, Minnesota in the amount of $76,375. 25.Review of City Zoning Approval and Exception Process 26.Resolution waiving City Purchasing Policy and awarding a contract to Johnson Controls, Urbandale, Iowa for the Ames/ISU Ice Arena Compressor Complete Overhaul in the amount of $84,065. 27.Resolution waiving City Purchasing Policy and awarding a contract to Johnson Controls for PUBLIC FORUM : This is a time set aside for comments from the public on topics of City business other than those listed on this agenda. Please understand that the Council will not take any action on your comments at this meeting due to requirements of the Open Meetings Law, but may do so at a future meeting. PLANNING AND HOUSING: PARKS & RECREATION: 2 Ames/ISU Ice Arena Compressor Control Panels Replacement in the amount of $74,200. 28.Hearing on Zoning Text Amendment for Reduced Affordable Housing Parking Requirements a. First Passage of Ordinance 29.Hearing on Baker Subdivision a. Resolution approving purchase agreement for the sale of City-Owned Lot 1 (412 S. Wilmoth) in the Baker Subdivision to Habitat for Humanity of Central Iowa 30.Hearing on Amendments to the Downtown Urban Revitalization Area a. Resolution approving amendment to Urban Revitalization Area Plan b. First passage of an Ordinance to amend the Urban Revitalization Area Boundary (Continued from October 24, 2023) 31.Hearing on Integrated Site Plan (Major Site Development Plan and Preliminary Plat) for 3600 University Boulevard a. Resolution approving Major Site Development Plan, subject to compliance with the City’s Outdoor Lighting Code b. Resolution approving Preliminary Plat for the Iowa State University Research Park Phase III Subdivision, Sixth Addition, subject to all requirements of the integrated subdivision for agreements and easements are to be reviewed and approved by the City prior to Final Plat 32.Hearing on 2022/23 Storm Water Erosion Control (Clear Creek Bank Stabilization - Utah Drive) a. Motion accepting the report of bids for the Storm Water Erosion Control (Clear Creek Bank Stabilization - Utah Drive) project. b. Resolution approving the final plans and specifications and awarding the Storm Water Erosion Control (Clear Creek Bank Stabilization - Utah Drive) project to Iowa Earth Works of Huxley, Iowa in the amount of $75,615.40. 33.Second passage of ordinance amending Section 29.1317 related to Electrical Vehicle Chargers within setbacks and parking areas 34.Motion to hold Closed Session as provided by Section 20.173(3), C o d e of Iowa, to discuss collective bargaining strategy. HEARINGS: ORDINANCES: DISPOSITION OF COMMUNICATIONS TO COUNCIL: COUNCIL COMMENTS: CLOSED SESSION: ADJOURNMENT: Please note that this agenda may be changed up to 24 hours before the meeting time as provided by Section 21.4(2), Code of Iowa. 3 ITEM #:1 DEPT:Police November 14, 2023 Staff Report AMES RESIDENT POLICE ADVISORY COMMITTEE ANNUAL REPORT BACKGROUND: Chapter 2 of Ames Municipal Code establishes the Ames Resident Police Advisory Committee (ARPAC). ARPAC is charged to provide an annual report to the City Council outlining the activities of the Committee in the past year. The following individuals were appointed to the Ames Resident Police Advisory Committee (ARPAC); William Arce, Edna Y. Clinton, Roberto Dubiel, Tim Rasmussen, Emily Rebollozo, Virginia Speight, and Chunhui Xiang. ARPAC held its first meeting on July 13, 2022, and elected Emily Rebollozo as Chair, Edna Y. Clinton as Vice-Chair, Roberto Dubiel as Secretary, and began meeting every two weeks. Later, after several meetings, the group began meeting every other month. TRAINING: Committee members have received training in several different areas. The following is a summary of the training topics: July 2022 July 13- ARPAC Overview - Steve Schainker presented members with the responsibilities of the committee. August 2022 o August 3 - Complaint Process/Collective Bargaining/Due Process/Administrative Leave/Discipline o August 17 - Constitutional Law o August 31 - Use of Force/Pursuits/Arrest Procedures/Traffic Stops September 2022 o September 14 - Department Division Overviews Commander Jason Tuttle, Commander Dan Walter, and Support Services Manager Aaron DeLashmutt September 28 - Monthly Activity Reports/APD and ISU Traffic Stop Study October 2022 o October 12 - Mental Health Advocate and Police Response/Partnerships Julie Saxton, Ames PD Mental Health Advocate November 2022 November 30 - Crime Scene Investigation Detective Adi Johnson January 2023 o January 11 - Communications Center/Police Pursuits Dispatcher Laura Lovig March 2023 4 o March 29 - Complaint Process/Training Accountability May 2023 o May 31 - Complaint Process/Discussion of Upcoming Special Events RAGBRAI (July 25-26, 2023) Cyclone Welcome Weekend (August 18-20, 2023) UNI v ISU Football (September 2, 2023) UNI v Iowa Football (September 9, 2023) August 2023 o August 2 - Introduction to the City's new DEI Coordinator, Cassandra Eames/Police Response to Active Shooter October 2023 o Special Events and Discussion of the Annual Report to City Council Also, during that time, ARPAC reviewed the following police department policies: 100 Law Enforcement Authority 300 Use of Force 301 Use of Force Review 302 Handcuffing and Restraints 303 Control Devices 304 Conducted Energy Device 307 Pursuits 500 Traffic 505 Traffic and Parking Citations 900 Temporary Custody 1010 Personnel Complaints/Internal Affairs PUBLIC OUTREACH AND ENGAGEMENT: Six of the seven members of ARPAC attended the annual National Night Out event at Friendship Baptist Church on August 2, 2022. Three members were able to attend National Night Out in 2023 and assisted in both cooking and handing out food to participants. National Night Out enhances the relationship between neighbors and law enforcement while bringing back a true sense of community. Furthermore, it provides a great opportunity to bring police and neighbors together under positive circumstances. While this is a nationwide event, in Ames, the Ames Police Foundation partners with Hope in Christ and several other organizations to provide backpacks and school supplies to those in need prior to the start of school. For the past several years, 800 backpacks and kits of school supplies have been provided. In addition, food is served, and several public service entities have tables and booths to provide services to our community. Two members attended the MLK celebration on January 16, 2023. The MLK Celebration was held in the City Auditorium this year to reflect on the life and work of ReverEnd Dr. Martin Luther King Jr. One member attended the Ames Fly-in on April 29, 2023. This event is another community event to provide an opportunity for the public and the police to interact in a positive way. It also serves as a fundraiser for the Ames Police Benefit Association and the Boys and Girls Club of Story County. One member attended the Juneteenth Celebration at Bandshell Park. The Juneteenth Celebration this year was held on June 16 and 17. The festivities were at Bandshell Park on Saturday, June 17 where there was live music, food, crafts, and a play about the first African American to fly across the country, James Herman Banning. There was a dedication earlier to rename the Airport as the James Herman 5 Banning Municipal Airport. The Celebration offered another opportunity for community members to engage with our police department and a member of ARPAC. Two members participated in the Fourth of July Parade in 2023. Every year at the Fourth of July Parade, first responders participate. This year, two members of ARPAC walked along with the police department to hand out candy and engage with the public. Three members have participated in police ride-alongs. An important aspect of ARPAC is seeing interactions in person and members have participated in ride-alongs to watch how officers handle calls for service and engage with the public. Some of these ride-alongs occurred during Cyclone Welcome Weekend. This is a very busy weekend for the department and a great opportunity for ARPAC to see them in action. To help get the word out about ARPAC, they have been featured in a few social media posts and each Monthly Activity Report provides links to contact members of ARPAC including links to the page containing the compliments and complaints. In addition, ARPAC set up an email address to contact the committee directly at arpac@cityofames.org. THE FUTURE OF ARPAC IN 2024: ARPAC is looking forward to 2024 and has several ideas for further outreach and engagement. They are in the early phase of planning a larger open meeting after the first of the year where the public will be invited to talk with, ask questions, and relay any concerns to ARPAC members. ARPAC believes they have the knowledge needed at this point to be able to engage at this level. In addition, ARPAC is looking at different sources to help the department recruit and retain the most talented individuals. While many police departments are struggling to recruit right now, ARPAC believes they can assist in this endeavor by looking for best practices while also providing a voice about why prospective candidates would find Ames a great place to live, raise a family, and be an important part of the community. ARPAC is also looking to actively reach out to other committees, organizations, and community groups for both input, but also engagement. ARPAC members are looking for opportunities to collaborate and speak with other community partners. ARPAC will also look to promote its mission with other tools such as continued Social Media activity and reaching out to the Ames Tribune and Iowa State Daily to reach a broader audience. POLICE COMPLAINTS: ARPAC members have reviewed several past complaints to learn about the process and the investigation that goes into responding to these complaints. To date, there have been no complaints meeting the criteria for ARPAC review since July of 2022. A few pictures are attached from the ARPAC members' outreach efforts at the National Night Out events in 2022 and 2023. 6 7 8 9 SUMMARY OF MINUTES OF THE REGULAR MEETING OF THE AMES CITY COUNCIL AMES, IOWA OCTOBER 24, 2023 The Regular Meeting of the Ames City Council was called to order by Mayor John Haila at 5:59 p.m. on the 24th day of October, 2023, in the City Council Chambers in City Hall, 515 Clark Avenue, pursuant to law. Present were Council Members Bronwyn Beatty-Hansen, Amber Corrieri, Tim Gartin, Rachel Junck, and Anita Rollins. Ex officio Jeff Clark was also present. Council Member Gloria Betcher joined the meeting telephonically. RECOGNITION OF CITY OF AMES ANIMAL SHELTER AND ANIMAL CONTROL ON ACHIEVING A 90% SAVE RATE FOR THE 2022 CALENDAR YEAR: Mayor Haila presented the award which was accepted by Chief of Police Geoff Huff and Animal Control Supervisor Ron Edwards as well as staff from the Ames Animal Shelter. PROCLAMATION FOR “COMMUNITY PLANNING MONTH,” OCTOBER 2023: Mayor Haila presented Director of Planning and Housing Kelly Diekmann and members of the Planning and Housing Department Benjamin Campbell, Amelia Schoeneman, and Eloise Sahlstrom with the proclamation. CONSENT AGENDA: Moved by Corrieri, seconded by Beatty-Hansen, to approve the consent agenda. 1. Motion approving payment of claims 2. Motion approving Summary Minutes of Regular Meeting on October 10, 2023 3. Motion approving Report of Change Orders for period October 1-15, 2023 4. Motion approving Premise Update for Class C Retail Alcohol License – Rinconcito Hispano Tienda y Taqueria, 823 Wheeler Street 5. Motion approving Premise Update for Class C Retail Alcohol License – Levy @ Scheman Building, 1805 Center Street 6. Motion approving Ownership Update for Special Class C Retail Alcohol License – Hampton Inn & Suites, 2100 Southeast 16th Street 7. Motion approving new 5-Day (October 27 – October 31, 2023) Class C Retail Alcohol License – Mucky Duck Pub, 2601 East 13th Street 8. Motion approving the renewal of the following Beer Permits, Wine Permits, and Liquor Licenses: a. Class C Retail Alcohol License – Sams Place, 125 Main Street, Pending Dramshop Review b. Special Class C Retail Alcohol License – Chicha Shack Ames Inc, 131 Welch Avenue 9. Motion approving request from ISU Homecoming Central Committee for Fireworks Permit for display from ISU Central Campus at midnight on Friday November 3, 2023, for Mass Campaniling 10. Motion directing City Attorney to Draft an Ordinance establishing No Parking on Bailey Avenue 10 11. Requests from ISU Homecoming Central Committee for ISU Homecoming Events on Friday November 3rd, 2023: a. ExCYtement in the Streets i.Motion approving Blanket Temporary Obstruction Permit ii. RESOLUTION NO. 23-552 approving closure of portions of Sunset Drive, Ash Avenue, Gray Avenue, and Pearson Avenue from 4:00 p.m. to 12:00 a.m. iii. RESOLUTION NO. 23-553 approving suspension of parking regulations for closed areas from 4:00 p.m. to 12:00 a.m. on Friday, November 3rd, 2023 12. RESOLUTION NO. 23-554 approving the addition of seven 45-watt LED lights on 35’ bronze fiberglass street light poles at a total cost of $54.95 plus energy charge and taxes per month to existing Alliant Energy Electric Tariff #1 13. Final Plat for Ansley Subdivision, 1st Addition (3210 Cedar Lane) a. RESOLUTION NO. 23-555 approving Final Plat and Public Improvements Agreement 14. RESOLUTION NO. 23-556 authorizing and approving a Loan Agreement, providing for the sale and issuance of General Obligation Corporate Purpose Bonds, Series 2023D, and providing for the levy of taxes to pay the same 15. RESOLUTION NO. 23-557 setting November 14, 2023, as date of public hearing for approving sale of City-owned Lot 1 in the Baker Subdivision to Habitat for Humanity of Central Iowa 16. RESOLUTION NO. 23-558 approving professional services agreement with Sustainable Environmental Consultants, West Des Moines, Iowa, for design associated with FY 2023/24 Story County Edge-of-Field Project 17. RESOLUTION NO. 23-559 awarding contract to Ziegler Caterpillar of Minneapolis, Minnesota for purchase of three 2023 Caterpillar 430 Tractor-Loader-Backhoes with comprehensive 5-year warranty 18. RESOLUTION NO. 23-560 awarding contract to Farris Engineering, of Omaha, Nebraska, for Engineering Services to Design Load Center Replacement at the Power Plant, in the amount not to exceed $122,822 19. RESOLUTION NO. 23-561 awarding contract to Farris Engineering, of Omaha, Nebraska, for Engineering Services to Design Standby Generation at the Power Plant, in the amount not to exceed $100,118 20. RESOLUTION NO. 23-562 approving Change Order No. 1 with In Situ Archeological Consulting for the North River Valley Wellfield and Pipeline Project in the amount of $35,240 21. RESOLUTION NO. 23-563 accepting the 2022/23 Asphalt Street Pavement Improvements (28th Street) project as completed by Manatt’s Inc., of Ames, Iowa in the amount of $867,082.40 Roll Call Vote: 5-0. Motions/Resolutions declared carried/adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. PUBLIC FORUM: Mayor Haila opened the Public Forum. Richard Deyo, 505 8th Street #102, Ames, shared his concerns with community involvement. 11 Bob Haug, 3517 Oakland Street, Ames, presented alternatives to the current waste management system in Ames. Mayor Haila closed the Public Forum when no one else came forward to speak. PURCHASE OF MOBILE OPERATIONS TRAILER: Fire Chief Rich Higgins presented the Council Action Form (CAF). Mayor Haila opened and closed the Public Input when no one came forward to speak. Moved by Rollins, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-564 awarding contract to JHB Group, Inc. for the purchase of a Mobile Operations Trailer, in the amount of $214,233.60. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES 2023D:Mayor Haila noted that an item on the consent agenda should have been pulled for discussion. Moved by Beatty-Hansen, seconded by Junck, to reconsider the motion to approve consent. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Beatty-Hansen, seconded by Corrieri, to approve the consent agenda less Item No. 14. Vote on Motion: 6-0. Motion declared carried unanimously. Finance Director Corey Goodenow presented the CAF. Mayor Haila opened and closed the Public Input when no one came forward to speak. Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-556 authorizing and approving a Loan Agreement, providing for the sale and issuance of General Obligation Corporate Purpose Bonds, Series 2023D, and providing for the levy of taxes to pay the same. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. 2023/24 INTELLIGENT TRANSPORTATION SYSTEM PHASE 3: Civil Engineer Mark Gansen and Traffic Engineer Damion Pregitzer presented the CAF. Mayor Haila opened and closed the Public Input when no one came forward to speak. Moved by Corrieri, seconded by Junck, to adopt RESOLUTION NO. 23-565 approving conceptual design. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. 12 ESTABLISHMENT OF SPEED LIMITS ON OAKWOOD ROAD AND TIMERLAND ROAD:Engineer Pregitzer presented the CAF. Mayor Haila opened the Public Input. Will Determan, 1008 Lincoln Way, shared his suggestion to reduce the speed limit to 30 MPH. Mayor Haila closed the Public Input when no one else came forward to speak. Moved by Gartin, seconded by Rollins, to direct City Attorney to Draft an Ordinance establishing 35 MPH speed limit on Oakwood Road from University Boulevard to Timberland Road, and 40 MPH from Timberland Road to State Avenue. Vote on Motion: 6-0. Motion declared carried unanimously. 2024/25 SOUTH 16TH STREET ROADWAY WIDENING DESIGN PROJECT: Municipal Engineer Tracy Peterson presented the CAF. Mayor Haila opened the Public Input. Will Determan, 1008 Lincoln Way, stated his belief that a focus on safety was important with the number of citizens who live in the proposed construction zone. Mayor Haila closed the Public Input when no one else came forward to speak. Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 23-566 approving professional services agreement with Shive Hattery, West Des Moines, Iowa, for the 2024/25 South 16th Street Roadway Widening Design Project in an amount not to exceed $273,250. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. STAFF REPORT ON PURSUING A GRANT APPLICATION FOR CHAUTAUQUA PARK-RIDGEWOOD HISTORIC DISTRICT: Planner Sahlstrom presented the Staff Report. Mayor Haila opened the Public Input. Helen Jensen, 929 Brookridge Avenue, Ames, shared her experience of the overwhelming support from the community for pursuing the grant. David Russell, 1212 Parkway Drive, Ames, shared the unique history of the area and the pride the neighborhood would have in this designation. Mayor Haila closed the Public Input when no one else came forward to speak. 13 Moved by Betcher, seconded by Beatty-Hansen, to pursue Option 1- Direct staff to prepare a grant application in 2023/24 and upon notice of grant award to implement the project in FY 2024/25. Vote on Motion: 6-0. Motion declared carried unanimously. STAFF REPORT ON REDUCED AFFORDABLE HOUSING PARKING RATE:Planner Schoeneman presented the Staff Report. Mayor Haila opened and closed the Public Input when no one came forward to speak. Moved by Beatty-Hansen, seconded by Junck, to pursue Option 1 - Direct staff to proceed with preparing a draft ordinance consistent with Attachment A for staff approval of a reduction to 1.0 parking spaces for two bedrooms or less and for 1.5 spaces per unit for 3- and 4-bedroom units and to allow City Council approval of additional reductions all subject to approval of minimum of a 30-year affordability agreement. Vote on Motion: 6-0. Motion declared carried unanimously. PLANNING DIVISION WORK PLAN UPDATE:Director Diekmann presented the plan update and requested feedback from the City Council on its priorities. Moved by Corrieri, seconded by Beatty-Hansen, to ask staff to reach out to Alliant and inform them that they can proceed with applying for a Zoning Text Amendment. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Corrieri, seconded by Rollins, to ask staff to proceed with changes to Municipal Code Chapter 22 regarding the Pullman Street request. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Betcher, seconded by Beatty-Hansen, to ask the Historic Preservation Commission to clarify why it believes Municipal Code Chapter 31 needs to be revised. Vote on Motion: 6-0. Motion declared carried unanimously. HEARING ON 2023 CDBG/HOME CONSOLIDATED ANNUAL PERFORMANCE REPORT (CAPER): Housing Coordinator Baker-Latimer presented the CAF. Moved by Corrieri, seconded by Gartin, to adopt RESOLUTION NO. 23-567 approving the submittal of the City’s 2022/23 CAPER. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON 2022/23 TRAFFIC SIGNAL PROGRAM – STATE & MORTENSEN: The Public Hearing was opened and closed by Mayor Haila when no one came forward to speak. Moved by Beatty-Hansen, seconded by Rollins, to accept the report of bids. 14 Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Rollins, seconded by Gartin, to adopt RESOLUTION NO. 23-568 approving final plans and specification and awarding contract for 2022/23 Traffic Signal Program to Kline Electric dba Heartland Underground Solutions of Des Moines, Iowa, in the amount of $140,755. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. Moved by Beatty-Hansen, seconded by Junck, to adopt RESOLUTION NO. 23-569 awarding traffic signal poles purchase to Valmont Industries of Omaha, Nebraska, in the amount of $64,676 for the 2022/23 Traffic Signal Program. Roll Call Vote: 6-0. Resolution declared adopted unanimously, signed by the Mayor, and hereby made a portion of these Minutes. HEARING ON 2023 CDBG/HOME CONSOLIDATED ANNUAL PERFORMANCE REPORT (CAPER): Mayor Haila noted that the Public Hearing was mistakenly not opened on the CAPER. The Public Hearing was opened and closed by Mayor Haila when no one came forward to speak. HEARING ON AMENDMENTS TO THE DOWNTOWN URBAN REVITALIZATION AREA: Director Diekmann and Planner Campbell presented the CAF. The Public Hearing was opened and closed by Mayor Haila when no one came forward to speak. Moved by Rollins, seconded by Gartin, to continue the Public Hearing to November 14, 2023. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Beatty-Hansen, seconded by Rollins, to table the item until November 14, 2023. Vote on Motion: 6-0. Motion declared carried unanimously. Moved by Rollins, seconded by Gartin, to notify the affected parties on the 100 Block of Kellogg Avenue of the proposed amendments to the Downtown Urban Revitalization Area. Vote on Motion: 6-0. Motion declared carried unanimously. HEARING ON ZONING TEXT AMENDMENT FOR LANDSCAPE AND OPEN SPACE EXCEPTIONS RELATED TO ELECTRIC VEHICLE CHARGING EQUIPMENT: The Public Hearing was opened and closed by Mayor Haila when no one came forward to speak. Moved by Corrieri, seconded by Junck, to approve on first reading an Ordinance on Zoning Text Amendment for Landscape and Open Space Exceptions related to Electric Vehicle Charging Equipment. Roll Call Vote: 6-0. Motion declared carried unanimously. 15 DISPOSITION OF COMMUNICATIONS TO COUNCIL: Mayor Haila noted that there were three items to consider. A memo from the Historic Preservation Commission regarding Municipal Code Chapter 31 revisions was first. Mayor Haila noted that this memo had been addressed in conjunction with a previous item. Next, an email from Rebecca Flint addressing a request to limit the hours of garbage hauler operations was discussed. Moved by Beatty-Hansen, seconded by Junck, to request Mayor Haila respond that the City Council is looking into waste management systems. Vote on Motion: 6-0. Motion declared carried unanimously. Keith Abraham, Parks and Recreation Director, submitted a memo about USDA Forestry Grant Acceptance. City Manager Steve Schainker stated this item was for information only and would come back with an agreement at a later date. COUNCIL COMMENTS: The Mayor and Council Members reported on various meetings attended, upcoming meetings, community events, and items of interest. ADJOURNMENT: Moved by Beatty-Hansen, seconded by Corrieri, to adjourn at 7:48 p.m. Vote on Motion: 6-0. Motion declared carried unanimously. __________________________________ ____________________________________ Grace A. Bandstra, Deputy City Clerk John A. Haila, Mayor __________________________________ Renee Hall, City Clerk Subject to change as finalized by the City Clerk. For a final official copy, contact the City Clerk’s Office at 515-239-5105. 16 MINUTES OF THE SPECIAL MEETING OF THE AMES CITY COUNCIL AMES, IOWA OCTOBER 30, 2023 The Special Meeting of the Ames City Council was called to order by Mayor John Haila at 3:45 p.m. on the 30th day of October, 2023, pursuant to law. As it was impractical for the Council Members to attend in person, Council Members Bronwyn Beatty-Hansen, Gloria Betcher, Tim Gartin, Rachel Junck, and Anita Rollins were brought in electronically. Council Member Amber Corrieri was absent. CONSENT AGENDA:Moved by Betcher, seconded by Beatty-Hansen, to approve the consent agenda. 1. Resolution approving request from Story County Auditor for parking waiver(s) for election day related parking on November 7, 2023 Roll Call Vote: 5-0. Resolution declared carried unanimously, signed by the Mayor, and hereby made a portion of these Minutes. COUNCIL COMMENTS:None. ADJOURNMENT:Moved by Rollins, seconded by Betcher, to adjourn the meeting at 3:47 p.m. Vote on Motion: 5-0. Motion declared carried unanimously. __________________________________ ____________________________________ Carly M. Watson, Deputy City Clerk John A. Haila, Mayor __________________________________ Renee Hall, City Clerk 17 REPORT OF CONTRACT CHANGE ORDERS Department General Description of Contract Contract Change No. Original Contract Amount Contractor/ Vendor Total of Prior Change Orders Amount this Change Order Change Approved By Purchasing Contact (Buyer) Finance Police Body Cameras 1 $126,822.00 Motorola Solutions Inc $0.00 $600.00 B. Moore KS Public Works 2022/23 Asphalt Street (28th Street) 1 $846,926.84 Manatts, Inc $0.00 $20,155.56 J. Joiner KS Electric Services Emergency Utility Repair and Other Services 1 $48,250.00 Ames Trenching & Excavating Inc. $0.00 $9,500.00 C. Zierke AM Public Works Country Landscapes 1 $288,183.20 Country Landscapes, Inc $0.00 $3,080.00 J. Joiner KS Electric Services Engineering Services for Compliance with US EPA CCR Standard - Ash Pond Closure 1 $135,000.00 SCS Engineers $0.00 $12,523.06 D. Kom AM Water & Pollution Control Well Rehabilitation Project: Wells # 9, 10, 13 & 21 1 $120,069.16 Northway Corp.$0.00 $13,228.00 J. Dunn QE Period:1st – 15th 16th – End of Month Month & Year:October 2023 For City Council Date:November 14, 2023 18 Department General Description of Contract Contract Change No. Original Contract Amount Contractor/ Vendor Total of Prior Change Orders Amount this Change Order Change Approved By Purchasing Contact (Buyer) Parks & Recreation/ Fleet Ames Downtown Plaza 8 4,633,000.00 Henkel Construction Company -(72,202.44)5,135.04 C. Mellies KS 19 MINUTES OF THE REGULAR MEETING OF THE AMES CIVIL SERVICE COMMISSION AMES, IOWA OCTOBER 26, 2023 The Regular Meeting of the Ames Civil Service Commission met in regular session in the Council Chambers of City Hall, 515 Clark Avenue, with Commission Members Harold Pike, Mike Crum, and Kim Linduska present. Chairperson Kim Linduska called the meeting to order at 8:20 AM on OCTOBER 26, 2023. Also in attendance was Director of Human Resources, Bethany Ballou, and Commission Clerk, Vicki Hillock. APPROVAL OF MINUTES OF SEPTEMBER 28, 2023: Moved by Pike, seconded by Crum, to approve the Minutes of the September 28, 2023, Regular Service Commission meeting. Vote on Motion: 3-0. Motion declared carried unanimously. CERTIFICATION OF ENTRY-LEVEL APPLICANTS: Moved by Crum, seconded by Pike, to certify the following individuals to the Ames City Council as Entry-Level Applicants: GIS Coordinator Freddy Sequra 84 Lisa Mondt 82 Maintenance Worker – Parks & Recreation Dan Adams 87 Efrain Ramirez 76 Network Administrator Warren McDaniel 90 Jacob Prentice 82 Vote on Motion: 3-0. Motion declared carried unanimously. REQUEST TO REMOVE NAME AND EXHAUST POLICE OFFICER LIST: Moved by Linduska, seconded by Crum to remove name from Police Officer entry-level certified list. Vote on Motion: 3-0. Motion declared carried unanimously. REQUEST TO REMOVE NAME AND EXHAUST PUBLIC SAFETY DISPATCHER LIST: Moved by Pike , seconded by Crum to remove name and exhaust Public Safety Dispatcher entry-level certified list. Vote on Motion: 3-0. Motion declared carried unanimously. COMMENTS: The next Regular Meeting will be held in-person on Thursday, November 16, 2023, at 8:15am. ADJOURNMENT: The meeting adjourned at 8:23 AM. __________________________________ _______________________________________ Kim Linduska, Chairperson Vicki Hillock, Commission Clerk 20 To:Mayor John Haila and Ames City Council Members From:Mike Arkovich, Lieutenant, Ames Police Department Date:October 19, 2023 Subject:Beer Permits & Liquor License Renewal Reference City Council Agenda Item No. 7 MEMO On November 14, 2023, are the following that will be going to Council: Chocolaterie Stam, (230 Main Street), Class B Native Wine Permit Time – Out Ames, (120 Kellogg Avenue), Class C Liquor License 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. City Clerk's Office 515.239.5105 main 515.239.5142 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org 21 ITEM #:8 DATE:11-14-23 DEPT:FIN SUBJECT:TAX INCREMENT FINANCING (TIF) AND REPORTING RESOLUTIONS FOR ANNUAL URBAN RENEWAL REPORT AND CERTIFICATION AND ANNUAL APPROPRIATION OF AND BARILLA TIF REBATE COUNCIL ACTION FORM BACKGROUND: The 2012 Iowa Urban Renewal and Tax Increment Financing (TIF) Reform bill included provisions for reporting, including the Annual Urban Renewal Report, which must be approved by the governing board and provided to the Iowa Department of Management to be made available to the public on an internet site. This report includes uploading documents related to the urban renewal districts, such as the plan document and City Council action establishing the district, as well as financial information on TIF funds related to urban renewal districts. The due date for the report filing is December 1 of each year. The penalty for non-compliance is withholding certification of tax levies. This report includes financial information for the South Bell, ISU Research Park District 1, ISU Research Park District 2, Barilla, Campustown (Kingland), and Downtown Reinvestment TIF districts. No information is included for the North Dayton TIF District, as no incremental improvements were made in that district prior to January 1, 2023. The attached Annual Urban Renewal Report is for the fiscal year ending June 30, 2023. In addition to the state reporting, the City is required to certify TIF debt with the County Auditor for the upcoming fiscal year. The ISU Research Park Districts 1 and 2 are both general obligation bonds approved by Council when issued, so no additional action is required. The Barilla TIF district involves a rebate of incremental property taxes subject to annual appropriation by the City Council. A resolution is required for the annual appropriation for the collection and rebate of incremental taxes per the agreement with Barilla. Incremental taxes for the Barilla TIF are estimated at $420,000 for the upcoming fiscal year. SUMMARY AND CURRENT STATUS OF TIF DEBT: South Bell Avenue TIF The South Bell TIF debt was issued for infrastructure improvements to expand development along South Bell. The debt, with a principal amount of $1,152,000, was issued in 2009. With the development starting as we entered a recession, the repayment of the TIF had a slow start, and incremental taxes were not able to cover debt service until recently, resulting in a negative balance for the TIF fund. The TIF district is now generating positive cash flow, and the final bond payment was made in FY 2020/21. Given the debt obligations have been repaid, the TIF area was fully released to general taxation beginning in FY 2023/24. Campustown TIF (Kingland) The Campustown TIF debt is an annually appropriated rebate of property taxes to Kingland as an economic development incentive for improvements in the Campustown area. The maximum amount of 22 the rebate is $2,064,530 or a term of 10 years, whichever comes first. While the rebates began in FY 2016/17 and would therefore end in FY 2026/27, the City is expected to have fulfilled the maximum rebate during FY 2023/24, meaning the full valuation will be released in FY 2024/25. Ames ISU Research Park District 1 & 2 The Ames ISU Research Park (ISURP) TIF debt was issued for infrastructure improvements to expand development in the ISU Research Park. The debt, with a principal amount of $2,725,000, was issued in 2015. A second TIF district was established within the same Urban Renewal Area (URA), and bonds with a principal amount of $290,000 were issued in 2019. The TIF district was generating positive cash flow by FY 2017/18, and the TIF balance accumulation was able to fully pay off the debt for Districts 1 and 2 at the end of FY 2022/23. The full value of property within the URA was released to general taxation in FY 2023/24. While the TIF bonds will not be fully retired until FY 2030/31, the City will spend down the accumulated TIF balance as it makes future bond payments. Barilla TIF The Barilla TIF debt is an annually appropriated rebate of property taxes to Barilla as an economic development incentive for the expansion of their facility. The maximum amount of the rebate is $3,000,000 or a term of 10 years, whichever comes first. The rebates began in FY 2020/21. Staff expects a full rebate of property taxes through FY 2026/27. In FY 2027/28 the maximum rebate amount will be met, and part of the value will be released to general taxation with the full value being released in FY 2028/29. Since this TIF debt is subject to annual appropriation, the Council is required to approve the debt (rebate) each year until terms of the agreement are met. ALTERNATIVES: 1. Approve the City’s annual 2023 Urban Renewal Report and resolution appropriating the payment of a rebate of incremental taxes for the Barilla TIF district. 2. Do not approve the report and resolution and refer back to staff. CITY MANAGER'S RECOMMENDED ACTION: In order for the City to comply with mandated reporting requirements and fulfill requirements under the development agreement with Barilla, it is necessary to submit this report to the Iowa Department of Management by December 1 of this year and approve the appropriation of the tax increment rebates. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 23 RESOLUTION_____ Obligating funds from City of Ames Barilla Urban Renewal Area Urban Renewal Tax Revenue Fund for appropriation to the payment of annual appropriation tax increment rebate payments due to be paid in the next succeeding fiscal year WHEREAS, the City of Ames, Iowa (the “City”), pursuant to and in strict compliance with all laws applicable to the City, and in particular the provisions of Chapter 403 of the Code of Iowa, has adopted an Urban Renewal Plan for the Barilla Urban Renewal Area (the “Urban Renewal Area”); and WHEREAS, this Council has adopted an ordinance providing for the division of taxes levied on taxable property in the Urban Renewal Area pursuant to Section 403.19 of the Code of Iowa and establishing the fund referred to in Subsection 2 of Section 403.19 of the Code of Iowa (the “Barilla Urban Renewal Tax Revenue Fund”), which fund and the portion of taxes referred to in that subsection may be irrevocably pledged by the City for the payment of the principal and interest on indebtedness incurred under the authority of Section 403.9 of the Code of Iowa to finance or refinance in whole or in part projects in the Urban Renewal Area; and WHEREAS, pursuant to the City’s Development Agreement (the “Agreement”) with Barilla America, Inc. (the “Company”), approved by resolution of the City Council on November 13, 2018, the City agreed to make economic development tax increment payments to the Company, subject to annual appropriation by the City Council; and WHEREAS, payments under the Agreement are scheduled to be made from the Barilla Urban Renewal Tax Revenue Fund during the fiscal year that will begin July 1, 2024, in a total amount equal to 100% of the incremental property tax payments made by the Company in that fiscal year (the “Payments”); and WHEREAS, it is now necessary for the City Council to obligate for appropriation to the Payments, funds anticipated to be received in the Barilla Urban Renewal Tax Revenue Fund in the fiscal year that will begin July 1, 2024; NOW, THEREFORE, It Is Resolved by the City Council of the City of Ames, Iowa, as follows: Section 1.The City Council hereby obligates for appropriation from the Barilla Urban Renewal Tax Revenue Fund the amount of $375,000, which is estimated to be an amount equal to 100% of the incremental property tax revenues that are expected to be received by the City in such fund from the Story County Treasurer in the fiscal year that will begin July 1, 2024. 24 Section 2.The City Clerk and Finance Director are hereby authorized and directed to certify to the Story County Auditor the amount obligated for appropriation in Section 1 above as part of the City’s 2023 certification of debt payable from the Barilla Urban Renewal Tax Revenue Fund and to reflect such estimated amount in the City’s budget for the fiscal year that will begin July 1, 2024. Section 3.All resolutions or parts of resolutions in conflict herewith are hereby repealed. Passed and approved November 14, 2023. Mayor Attest: __________________________ City Clerk 25 Levy Authority Summary Local Government Name: AMES Local Government Number: 85G811 Active Urban Renewal Areas U.R. # # of Tif Taxing Districts AMES COMMUNITY DEVELOPMENT PARK URBAN RENEWAL 85012 0 AMES SOUTH B ELL AVENUE URBAN RENEWAL 85021 2 AMES CAMPUSTOWN URBAN RENEWAL 85023 1 AMES ISU RESEARCH PARK URBAN RENEWAL 85024 4 AMES BARILLA URBAN RENEWAL 85026 1 TIF Debt Outstanding: 2,508,432 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: 1,597,296 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 1,223,895 TIF Sp. Revenue Fund Interest: 28,238 Property Tax Replacement Claims  6,114 Asset Sales & Loan Repayments: 0 Total Revenue: 1,258,247 Rebate Expenditures: 711,857 Non­Rebate Expenditures: 333,175 Returned to County Treasurer: 0 Total Expenditures: 1,045,032 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: 1,810,511 0  Amount of 06­30­2023 Cash Balance Restricted for LMI Year­End Outstanding TIF Obligations, Net of TIF Special Revenue Fund Balance: ­347,111 Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 26 Urban Renewal Area Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES COMMUNITY DEVELOPMENT PARK URBAN RENEWAL UR Area Number: 85012 UR Area Creation Date:  UR Area Purpose:  Tax Districts within this Urban Renewal Area Base No. I ncrement No. Increment Value Used Urban Renewal Area Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 0 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: 0 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 0 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims  0 Asset Sales & Loan Repayments: 0 Total Revenue: 0 Rebate Expenditures: 0 Non­Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 0 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: 0 0  Amount of 06­30­2023 Cash Balance Restricted for LMI ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 27 Urban Renewal Area Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES SOUTH BELL AVENUE URBAN RENEWAL UR Area Number: 85021 UR Area Creation Date: 01/2009 UR Area Purpose:  To expand the available inventory of fully serviced industrial land within Ames. Tax Districts within this Urban Renewal Area Bas e No. I ncrement No. Increment Value Used AMES CITY/AMES SCH/SOUTH BELL AVENUE UR BAN R ENEW L TIF INCREM 850586 850186 10,333,260 AMES CITY AG/AMES SCH/SOUTH B ELL AVENUE URBAN RENEWAL TIF INCREM 850587 850187 5,788 Urban Renewal Area Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 6,500 0 11,481,400 0 0 0 11,487,900 0 11,487,900 Taxable 5,788 0 10,333,260 0 0 0 10,339,048 0 10,339,048 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: ­1,926 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 223,349 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims  1,605 Asset Sales & Loan Repayments: 0 Total Revenue: 224,954 Rebate Expenditures: 0 Non­Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 0 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: 223,028 0  Amount of 06­30­2023 Cash Balance Restricted for LMI ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 28 Projects For AMES SOUTH BELL AVENUE URBAN RENEWAL South Bell Infrastructure Description:Public Infrastructure for South Bell Area Classification:Roads, Bridges & Utilities Physically Complete:Yes Payments Complete:No ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 29 Debts/Obligations For AMES SOUTH BELL AVENUE URBAN RENEWAL 2009B GO Bonds Debt/Obligation Type:Gen. Obligation Bonds/Notes Principal:0 Interest:0 Total:0 Annual Appropriation?:No Date Incurred:10/29/2009 FY of Last Payment:2021 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 30 Tied To Debt: Tied To Project: Non­Rebates For AMES SOUTH BELL AVENUE URBAN RENEWAL TIF Expenditure Amount:0 2009B GO Bonds South Bell Infrastructure ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 31 Outstanding TIF backed GO bonds will be retired in FY 2021, however the TIF  revenues were not able to cover the debt service over the term of the bonds  resulting a negative balance.  TIF revenues will be claimed through FY 23 to fund  the debt service.  256 Characters Left Sum of Private Investment Made Within This Urban Renewal Area during FY 2023 0 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 32 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES SOUTH BELL AVENUE URBAN RENEWAL (85021) TIF Taxing District Name: AMES CITY/AMES SCH/SOUTH BELL AVENUE URBAN RENEWL TIF INCREM TIF Taxing District Inc. Number: 850186 TIF Taxing District Base Year: 2008 FY TIF Revenue First Received: 2010 Subject to a Statutory end date? Yes Fis cal year this TIF Taxing District statutorily ends: 2030 UR Designat ion Sl um No B l i ghted No Economic Development 01/2009 TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 11,481,400 0 0 0 11,481,400 0 11,481,400 Taxable 0 0 10,333,260 0 0 0 10,333,260 0 10,333,260 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 14,312 10,333,260 10,333,260 0 0 FY 2023 TIF Revenue Received: 223,349 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES SOUTH BELL AVENUE URBAN RENEWAL (85021) TIF Taxing District Name: AMES CITY AG/AMES SCH/SOUTH BELL AVENUE URBAN RENEWAL TIF INCREM TIF Taxing District Inc. Number: 850187 TIF Taxing District Base Year: 2008 FY TIF Revenue First Received: 2011 Subject to a Statutory end date? Yes Fis cal year this TIF Taxing District statutorily ends: 2031 UR Designat ion Sl um No B l i ghted No Economic Development 01/2009 TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural R esidential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 6,500 0 0 0 0 0 6,500 0 6,500 Taxable 5,788 0 0 0 0 0 5,788 0 5,788 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 218 5,788 5,788 0 0 FY 2023 TIF Revenue Received: 0 33 Urban Renewal Area Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES CAMPUSTOWN URBAN RENEWAL UR Area Number: 85023 UR Area Creation Date: 11/2014 UR Area Purpose:  To promote economic development in the Campustown area through the expansion of office and retail space. Tax Districts within this Urban Renewal Area Bas e No. I ncrement No. Increment Value Used AMES CITY/AMES SCH/CAMPUSTOWN UR BAN R ENEW AL TIF INCREM 850630 850230 16,629,100 Urban Renewal Area Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 20,096,300 0 0 0 20,096,300 0 20,096,300 Taxable 0 0 18,086,670 0 0 0 18,086,670 0 18,086,670 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: 801 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 357,793 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims  1,475 Asset Sales & Loan Repayments: 0 Total Revenue: 359,268 Rebate Expenditures: 359,268 Non­Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 359,268 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: 801 0  Amount of 06­30­2023 Cash Balance Restricted for LMI ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 34 Projects For AMES CAMPUSTOWN URBAN RENEWAL Campustown Kingland Building Description:Office and Retail Development Classification:Commercial ­ office properties Physically Complete:Yes Payments Complete:Yes ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 35 Debts/Obligations For AMES CAMPUSTOWN URBAN RENEWAL Campustown Urban Renewal Debt/Obligation Type:Rebates Principal:359,268 Interest:0 Total:359,268 Annual Appropriation?:Yes Date Incurred:11/10/2015 FY of Last Payment:2023 ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 36 Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Rebates For AMES CAMPUSTOWN URBAN RENEWAL Kingland Systems TIF Expenditure Amount:359,268 Kingland Systems Campustown Urban Renewal Campustown Kingland Building 2023 ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 37 Urban renewal area for Campustown Redevelopment.  Rebate of TIF to Kingland Campus  Properties per development agreement provides a total of $2,064,530 in tax rebate  or a period of 10 years, whichever comes first. Subject to annual appropriation. 256 Characters Left Sum of Private Investment Made Within This Urban Renewal Area during FY 2023 0 ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 38 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES CAMPUSTOWN URBAN RENEWAL (85023) TIF Taxing District Name: AMES CITY/AMES SCH/CAMPUSTOWN URBAN RENEWAL TIF INCREM TIF Taxing District Inc. Number: 850230 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: 2017 Subject to a Statutory end date? Yes Fis cal year this TIF Taxing District statutorily ends: 2037 UR Designat ion Sl um No B l i ghted No Economic Development 11/2013 TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 20,096,300 0 0 0 20,096,300 0 20,096,300 Taxable 0 0 18,086,670 0 0 0 18,086,670 0 18,086,670 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 3,467,200 16,629,100 16,629,100 0 0 FY 2023 TIF Revenue Received: 357,793 ▲ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 39 Urban Renewal Area Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES ISU RESEARCH PARK URBAN RENEWAL UR Area Number: 85024 UR Area Creation Date: 11/2013 UR Area Purpose:  To promote economic development for Iowa State University Research Park by extending public infrastructure. Tax Districts within this Urban Renewal Area Bas e No. I ncrement No. Increment Value Used AMES CITY/AMES SCH/ISU R ESEAR CH PARK UR BAN R ENEW AL TIF INCREM 850628 850228 13,978,314 AMES CITY AG/AMES SCH/ISU RESEARCH PARK URBAN RENEWAL TIF INCREM 850629 850229 0 AMES CITY/AMES SCH/ISU R ESEAR CH PARK DISTRICT 2 UR TIF INC REMENT 850658 850659 0 AMES CITY AG/AMES SCH/ISU RESEARCH PARK DISTR ICT 2 UR TIF INCREMENT 850660 850661 0 Urban Renewal Area Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 49,760,500 0 0 0 49,760,500 0 49,760,500 Taxable 0 0 44,784,450 0 0 0 44,784,450 0 44,784,450 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: 1,599,604 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 290,692 TIF Sp. Revenue Fund Interest: 28,238 Property Tax Replacement Claims  2,506 Asset Sales & Loan Repayments: 0 Total Revenue: 321,436 Rebate Expenditures: 0 Non­Rebate Expenditures: 333,175 Returned to County Treasurer: 0 Total Expenditures: 333,175 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: 1,587,865 0  Amount of 06­30­2023 Cash Balance Restricted for LMI ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 40 Projects For AMES ISU RESEARCH PARK URBAN RENEWAL ISURP Infrastructure Extension Description:Extension of public infrastructure to serve ISURP Classification:Roads, Bridges & Utilities Physically Complete:Yes Payments Complete:Yes ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 41 Debts/Obligations For AMES ISU RESEARCH PARK URBAN RENEWAL General Obligation Series 2015A Debt/Obligation Type:Gen. Obligation Bonds/Notes Principal:1,380,000 Interest:129,450 Total:1,509,450 Annual Appropriation?:No Date Incurred:11/13/2015 FY of Last Payment:2027 General Obligation Series 2019A Debt/Obligation Type:Gen. Obligation Bonds/Notes Principal:250,000 Interest:37,125 Total:287,125 Annual Appropriation?:No Date Incurred:09/12/2019 FY of Last Payment:2031 ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 42 Tied To Debt: Tied To Project: Tied To Debt: Tied To Project: Non­Rebates For AMES ISU RESEARCH PARK URBAN RENEWAL TIF Expenditure Amount:300,150 General Obligation Series 2015A ISURP Infrastructure Extension TIF Expenditure Amount:33,025 General Obligation Series 2019A ISURP Infrastructure Extension ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 43 TIF Ord. amended 11.12.2019 256 Characters Left Sum of Private Investment Made Within This Urban Renewal Area during FY 2023 0 ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 44 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES ISU RESEARCH PARK URBAN RENEWAL (85024) TIF Taxing District Name: AMES CITY/AMES SCH/ISU RESEARCH PARK URBAN RENEWAL TIF INCREM TIF Taxing District Inc. Number: 850228 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: 2017 Subject to a Statutory end date? Yes Fis cal year this TIF Taxing District statutorily ends: 2037 UR Designat ion Sl um No B l i ghted No Economic Development 11/2013 TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 49,760,500 0 0 0 49,760,500 0 49,760,500 Taxable 0 0 44,784,450 0 0 0 44,784,450 0 44,784,450 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 149,100 44,784,450 13,978,314 30,806,136 665,558 FY 2023 TIF Revenue Received: 290,692 ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES ISU RESEARCH PARK URBAN RENEWAL (85024) TIF Taxing District Name: AMES CITY AG/AMES SCH/ISU RESEARCH PARK URBAN RENEWAL TIF INCREM TIF Taxing District Inc. Number: 850229 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designat ion Sl um No B l i ghted No Economic Development No TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 0 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 394,222 0 0 0 0 FY 2023 TIF Revenue Received: 0 45 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES ISU RESEARCH PARK URBAN RENEWAL (85024) TIF Taxing District Name: AMES CITY/AMES SCH/ISU RESEARCH PARK DISTRICT 2 UR TIF INCREMENT TIF Taxing District Inc. Number: 850659 TIF Taxing District Base Year: 2018 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designat ion Sl um No B l i ghted No Economic Development No TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 0 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 9,561 0 0 0 0 FY 2023 TIF Revenue Received: 0 ♣ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES ISU RESEARCH PARK URBAN RENEWAL (85024) TIF Taxing District Name: AMES CITY AG/AMES SCH/ISU RESEARCH PARK DISTRICT 2 UR TIF INCREMENT TIF Taxing District Inc. Number: 850661 TIF Taxing District Base Year: 2018 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designat ion Sl um No B l i ghted No Economic Development No TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 0 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 82,210 0 0 0 0 FY 2023 TIF Revenue Received: 0 46 Urban Renewal Area Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES BARILLA URBAN RENEWAL UR Area Number: 85026 UR Area Creation Date: 07/2017 UR Area Purpose:  This urban renewal area was created to facilitate the expansion of the Barilla manufacturing facility at 3303 and 3311 East Lincoln Way. Tax Districts within this Urban Renewal Area Bas e No. I ncrement No. Increment Value Used AMES CITY/AMES SCH/BARILLA UR BAN R ENEW AL TIF INCR EM 850638 850238 16,320,000 Urban Renewal Area Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 55,133,000 0 0 55,133,000 0 55,133,000 Taxable 0 0 0 49,619,700 0 0 49,619,700 0 49,619,700 Homestead Credits 0 TIF Sp. Rev. Fund Cash Balance as of 07­01­2022: ­1,183 0  Amount of 07­01­2022 Cash Balance Restricted for LMI TIF Revenue: 352,061 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims  528 Asset Sales & Loan Repayments: 0 Total Revenue: 352,589 Rebate Expenditures: 352,589 Non­Rebate Expenditures: 0 Returned to County Treasurer: 0 Total Expenditures: 352,589 TIF Sp. Rev. Fund Cash Balance as of 06­30­2023: ­1,183 0  Amount of 06­30­2023 Cash Balance Restricted for LMI ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 47 Projects For AMES BARILLA URBAN RENEWAL Barilla Expansion Description: Expansion of pasta production and transportation facilities at Barilla America Inc. Classification:Industrial/manufacturing property Physically Complete:Yes Payments Complete:Yes ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 48 Debts/Obligations For AMES BARILLA URBAN RENEWAL Barilla TIF Rebate Debt/Obligation Type:Rebates Principal:352,589 Interest:0 Total:352,589 Annual Appropriation?:Yes Date Incurred:11/13/2018 FY of Last Payment:2023 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 49 Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Rebates For AMES BARILLA URBAN RENEWAL Ames Barilla TIF Expenditure Amount:352,589 Ames Barilla Barilla TIF Rebate Barilla Expansion 2023 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 50 Jobs For AMES BARILLA URBAN RENEWAL Project:Barilla Expansion Company Name:Barilla America Inc Date Agreement Began:11/13/2018 Date Agreement Ends:11/13/2023 Number of Jobs Created or Retained:41 Total Annual Wages of Required Jobs:2,039,897 Total Estimated Private Capital Investment:64,000,000 Total Estimated Cost of Public Infrastructure:0 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 51 Entered development agreement in November 2018. Beginning in FY 2019/20 incremental  taxes will be rebated to Barilla for a period of 10 years or a total of $3,000,000.   256 Characters Left Sum of Private Investment Made Within This Urban Renewal Area during FY 2023 0 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 52 TIF Taxing District Data Collection Local Government Name: AMES (85G811) Urban Renewal Area: AMES BARILLA URBAN RENEWAL (85026) TIF Taxing District Name: AMES CITY/AMES SCH/BARILLA URBAN RENEWAL TIF INCREM TIF Taxing District Inc. Number: 850238 TIF Taxing District Base Year: 2017 FY TIF Revenue First Received: 0 Subject to a Statutory end date? No UR Designat ion Sl um No B l i ghted No Economic Development No TIF Taxing District Value by Class ­ 1/1/2021 for FY 2023 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total As s essed 0 0 0 55,133,000 0 0 55,133,000 0 55,133,000 Taxable 0 0 0 49,619,700 0 0 49,619,700 0 49,619,700 Homestead Credits 0 Frozen Base V alue Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2023 38,813,000 16,320,000 16,320,000 0 0 FY 2023 TIF Revenue Received: 352,061 ♦ Annual Urban Renewal Report, Fiscal Year 2022 ­ 2023 53 Caring People  Quality Programs  Exceptional Service 515.239.5119 main 515.239-5320 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org City Treasurer MEMO To: Mayor and City Council From: Roger Wisecup, CPA City Treasurer Date: October 9, 2023 Subject: Investment Report for Quarter Ending September 30, 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 September 30, 2023. Discussion This report covers the period ending September 30, 2023, and presents a summary of the investments on hand at the end of September 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 5.00-5.25 percent to 5.25-5.50 percent in the last quarter. The yield curve is currently inverted, making shorter maturities pay higher interest rates than longer maturities. Future investments will be made at current interest rates and future interest income should increase. We will continue to evaluate our current investment strategy, remaining flexible to future investments while the Federal Reserve evaluates the target rate. 54 BOOK MARKET UN-REALIZED DESCRIPTION VALUE VALUE GAIN/(LOSS) CERTIFICATES OF DEPOSIT 0 FEDERAL AGENCY DISCOUNTS 0 FEDERAL AGENCY SECURITIES 119,364,370 117,125,095 (2,239,275) INVESTMENT POOLS 0 COMMERCIAL PAPER 6,451,504 6,450,058 (1,446) MISC COUPON SECURITIES 0 PASS THRU SECURITIES PAC/CMO 0 MONEY FUND SAVINGS ACCOUNTS 296,945 296,945 0 CORPORATE BONDS 0 US TREASURY DISCOUNTS 0 US TREASURY SECURITIES 75,642,460 72,601,301 (3,041,158) INVESTMENTS 201,755,278 196,473,399 (5,281,880) CASH ACCOUNTS 34,468,153 34,468,153 TOTAL FUNDS AVAILABLE 236,223,432 230,941,552 (5,281,880) ACCRUAL BASIS INVESTMENT EARNINGS YR-TO-DATE GROSS EARNINGS ON INVESTMENTS:1,475,809 INTEREST EARNED ON CASH:439,004 TOTAL INTEREST EARNED:1,914,814 AND THE ACCUMULATED YEAR-TO-DATE CITY OF AMES, IOWA CASH AND INVESTMENTS SUMMARY AND SUMMARY OF INVESTMENT EARNINGS FOR THE QUARTER ENDED SEPTEMBER 30, 2023 55 RMCS"M r,tTv flF City of Ames YTM YTM 360 Equiv. 365 Equiv. I nvestments FY 2A23'2A24 Portfolio Management Portfolio Summary September 30,2023 Book Value %ot Portfolio Term Days to MaturityPar Value Market Valuelnvestments Money Market Commercial Paper Disc. -Amortizing Federal Agency Coupon Securities Treasury Coupon Securities lnvestments 296,945.13 6,500,000.00 120,156,000.00 77,050,000.00 296,945.13 6,450,057.50 117,125,A94.84 72,601,301.47 296,945.13 6,451,503.90 119,364,369.83 75,642,459.62 0.15 3.20 59.16 37.49 1 225 830 1 ,183 1 52 423 569 0.296 5.254 3.465 1.934 0.300 5.327 3.513 1.960 201,755,278.48 100.00%941 465 2,943 2.984204,004945.13 196,473,398.94 Fiscal Year To DateTotal Earnings September 30 Month Ending Current Year Average Daily Balance Effective Rate of Retu rn lce 497 ,371.47 206,143,027.57 1,475,809.48 206,716,710.18 2.83%2.94o/o that these are in conformance with the lowa Public Investment Act.\/o-'og- ToAj ll, city Reporting period 09/01 12023-0913A12023 Run Date: 10fi912023 - 13'.02 Portfolio 2024 AC PM (PRF_PM1) 7.3.11 Report Ver. 7.3.11 56 YTM 365 Page 1 Par Value Book Value Maturity Date Stated RateMarket Value September 30, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date Money Market 0.300First Interstate Bank4531558874 296,945.13 296,945.13 0.300296,945.13 0.296SYS4531558874B 1 296,945.13 0.296296,945.13296,945.13296,714.49Subtotal and Average 0.300 1 Commercial Paper Disc. -Amortizing 5.078Credit Agricole1091-23 1,000,000.00 995,991.67 10/31/20234.81002/14/2023 995,990.00 5.00822533UXX6 30 5.340Credit Agricole1099-23 1,500,000.00 1,481,384.17 12/29/20235.02004/13/2023 1,479,937.50 5.26722533UZV8 89 5.680Met Life Commercial Paper1115-23 1,000,000.00 982,825.56 01/25/20245.33007/14/2023 982,830.00 5.60259157TAR4 116 5.286Misubishi Union Financial of J1095-23 1,500,000.00 1,497,515.00 10/13/20234.97003/29/2023 1,497,510.00 5.21462479MXD0 12 5.289Misubishi Union Financial of J1096-23 1,500,000.00 1,493,787.50 10/31/20234.97003/29/2023 1,493,790.00 5.21662479MXX6 30 6,451,503.90 5.2546,450,057.506,500,000.006,438,381.39Subtotal and Average 5.327 52 Federal Agency Coupon Securities 0.600Farmer Mac0962-20 1,000,000.00 1,000,000.00 11/20/20250.60011/20/2020 906,823.00 0.59231422B3F5 781 5.600Farmer Mac1113-23A 1,400,000.00 1,400,435.56 06/26/20255.60006/28/2023 1,397,310.76 5.52331422X4H2 634 5.600Farmer Mac1113-23B 900,000.00 900,280.00 06/26/20255.60006/28/2023 898,271.20 5.52331422X4H2 634 5.094Farmer Mac1118-23A 1,500,000.00 1,495,358.52 08/14/20254.85008/23/2023 1,492,244.25 5.02531422X5Y4 683 5.094Farmer Mac1118-23B 1,000,000.00 996,905.68 08/14/20254.85008/23/2023 994,829.50 5.02531422X5Y4 683 0.341Federal Farm Credit0977-21A 1,000,000.00 999,547.74 11/12/20240.30003/02/2021 944,317.00 0.3363133EMQQ8 408 0.341Federal Farm Credit0977-21B 1,500,000.00 1,499,321.62 11/12/20240.30003/02/2021 1,416,475.50 0.3363133EMQQ8 408 0.366Federal Farm Credit1008-21 2,000,000.00 1,999,941.70 10/12/20230.27010/15/2021 1,997,162.00 0.3613133ENAU4 11 2.539Federal Farm Credit1040-22A 1,500,000.00 1,493,069.55 01/25/20241.04005/20/2022 1,479,045.00 2.5043133ENLY4 116 2.539Federal Farm Credit1040-22B 1,000,000.00 995,379.70 01/25/20241.04005/20/2022 986,030.00 2.5043133ENLY4 116 3.232Federal Farm Credit1045-22A 1,500,000.00 1,486,913.04 11/25/20252.80006/13/2022 1,428,921.00 3.1883133ENXQ8 786 3.232Federal Farm Credit1045-22B 1,000,000.00 991,275.36 11/25/20252.80006/13/2022 952,614.00 3.1883133ENXQ8 786 3.554Federal Farm Credit1058-22 1,000,000.00 998,446.25 08/26/20243.37509/09/2022 980,953.00 3.5053133ENJ84 330 3.565Federal Farm Credit1059-22 1,000,000.00 999,409.10 09/13/20243.50009/13/2022 979,371.00 3.5163133ENL40 348 4.710Federal Farm Credit1069-22 2,500,000.00 2,255,405.60 05/27/20260.66010/14/2022 2,228,022.50 4.6463133EMHH8 969 4.585Federal Farm Credit1084-22 1,500,000.00 1,485,272.19 09/13/20243.50011/30/2022 1,469,056.50 4.5233133ENL40 348 4.875Federal Farm Credit1089-23A 1,500,000.00 1,500,000.00 01/10/20244.87501/10/2023 1,497,258.00 4.8083133EN5M8 101 4.875Federal Farm Credit1089-23B 1,000,000.00 1,000,000.00 01/10/20244.87501/10/2023 998,172.00 4.8083133EN5M8 101 0.581Federal Home Loan Bank0975-21 1,000,000.00 998,330.92 02/17/20260.65002/22/2021 902,298.00 0.5733130AL4V3 870 0.841Federal Home Loan Bank0978-21 1,000,000.00 993,983.58 02/11/20260.58003/15/2021 898,628.00 0.8293130AKXB7 864 0.385Federal Home Loan Bank0979-21A 1,500,000.00 1,499,931.54 03/15/20240.37503/17/2021 1,466,220.00 0.3803130ALKS2 166 0.385Federal Home Loan Bank0979-21B 1,000,000.00 999,954.36 03/15/20240.37503/17/2021 977,480.00 0.3803130ALKS2 166 1.116Federal Home Loan Bank0980-21 2,650,000.00 2,648,521.45 04/14/20261.50004/14/2021 2,431,377.65 1.1013130ALVT8 926 0.450Federal Home Loan Bank0984-21A 1,500,000.00 1,500,000.00 07/15/20240.45004/20/2021 1,441,810.50 0.4443130ALTV6 288 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 Report Ver. 7.3.11 57 YTM 365 Page 2 Par Value Book Value Maturity Date Stated RateMarket Value September 30, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date Federal Agency Coupon Securities 0.450Federal Home Loan Bank0984-21B 1,000,000.00 1,000,000.00 07/15/20240.45004/20/2021 961,207.00 0.4443130ALTV6 288 0.458Federal Home Loan Bank0985-21A 1,500,000.00 1,499,905.12 07/26/20240.45004/30/2021 1,439,322.00 0.4523130ALVQ4 299 0.458Federal Home Loan Bank0985-21B 1,000,000.00 999,936.75 07/26/20240.45004/30/2021 959,548.00 0.4523130ALVQ4 299 0.431Federal Home Loan Bank0991-21A 1,500,000.00 1,498,884.40 06/28/20240.33007/01/2021 1,443,711.00 0.4253130AMV66 271 0.431Federal Home Loan Bank0991-21B 1,000,000.00 999,256.27 06/28/20240.33007/01/2021 962,474.00 0.4253130AMV66 271 0.510Federal Home Loan Bank0992-21 1,500,000.00 1,500,000.00 08/30/20240.51007/01/2021 1,433,281.50 0.5033130AMZQ8 334 0.600Federal Home Loan Bank0994-21 2,000,000.00 2,000,000.00 05/28/20250.60009/03/2021 1,851,130.00 0.5923130ANKM1 605 0.409Federal Home Loan Bank1002-21 1,000,000.00 999,683.33 09/13/20240.37509/13/2021 952,793.00 0.4033130ANR28 348 0.780Federal Home Loan Bank1016-21 1,000,000.00 1,000,000.00 12/29/20230.78012/29/2021 988,751.00 0.7693130AQ7K3 89 2.875Federal Home Loan Bank1043-22 1,500,000.00 1,500,000.00 06/14/20242.87506/14/2022 1,472,650.50 2.8363130AS6D6 257 2.870Federal Home Loan Bank1044-22 1,500,000.00 1,495,572.07 02/28/20242.12506/13/2022 1,480,054.50 2.8313130ARHG9 150 3.057Federal Home Loan Bank1052-22A 1,500,000.00 1,497,026.51 02/13/20242.50007/15/2022 1,483,923.00 3.0153130AFW94 135 3.057Federal Home Loan Bank1052-22B 1,000,000.00 998,017.68 02/13/20242.50007/15/2022 989,282.00 3.0153130AFW94 135 3.180Federal Home Loan Bank1055-22 1,000,000.00 999,622.39 06/14/20243.12508/04/2022 983,389.00 3.1363130ASHK8 257 3.210Federal Home Loan Bank1056-22 1,810,000.00 1,758,279.25 11/27/20240.62508/05/2022 1,712,173.12 3.1663130AMNR9 423 3.210Federal Home Loan Bank1057-22A 1,500,000.00 1,461,222.00 01/13/20251.10008/05/2022 1,418,472.00 3.1663130AQGT4 470 3.210Federal Home Loan Bank1057-22B 1,000,000.00 974,148.00 01/13/20251.10008/05/2022 945,648.00 3.1663130AQGT4 470 3.746Federal Home Loan Bank1060-22 1,500,000.00 1,488,192.34 06/06/20253.25009/13/2022 1,449,921.00 3.6943130AS6N4 614 4.148Federal Home Loan Bank1061-22 1,500,000.00 1,499,516.20 08/28/20254.13009/13/2022 1,465,635.00 4.0913130ASZD4 697 4.000Federal Home Loan Bank1062-22 1,500,000.00 1,500,000.00 09/29/20254.00009/29/2022 1,467,738.00 3.9453130AT7A9 729 3.660Federal Home Loan Bank1064-22 1,500,000.00 1,484,386.32 12/13/20242.75009/14/2022 1,452,934.50 3.6103130A3GE8 439 4.634Federal Home Loan Bank1067-22 1,500,000.00 1,492,088.06 03/08/20243.37510/14/2022 1,485,927.00 4.5713130AT3H8 159 4.845Federal Home Loan Bank1073-22 1,000,000.00 989,352.69 02/28/20242.12511/09/2022 986,703.00 4.7783130ARHG9 150 4.810Federal Home Loan Bank1081-22 2,000,000.00 1,996,347.90 03/08/20244.37511/22/2022 1,989,668.00 4.7443130ATKJ5 159 5.125Federal Home Loan Bank1082-22 1,000,000.00 1,000,000.00 05/28/20245.12511/30/2022 996,886.00 5.0553130ATYD3 240 4.600Federal Home Loan Bank1085-22 1,000,000.00 979,030.61 12/13/20242.75011/30/2022 968,623.00 4.5373130A3GE8 439 4.810Federal Home Loan Bank1086-22 1,500,000.00 1,499,828.42 12/12/20234.75012/12/2022 1,497,648.00 4.7443130AU6T6 72 4.640Federal Home Loan Bank1087-22 1,000,000.00 1,000,590.08 04/15/20244.75012/15/2022 995,758.00 4.5773130AU6P4 197 5.063Federal Home Loan Bank1093-23A 1,500,000.00 1,501,499.93 07/28/20255.12503/27/2023 1,487,011.50 4.9943130AUNY6 666 5.063Federal Home Loan Bank1093-23B 1,000,000.00 1,000,999.95 07/28/20255.12503/27/2023 991,341.00 4.9943130AUNY6 666 5.355Federal Home Loan Bank1094-23 1,000,000.00 1,000,000.00 12/30/20245.35003/30/2023 995,513.00 5.2823130AVJ60 456 5.500Federal Home Loan Bank1097-23A 1,500,000.00 1,500,000.00 03/28/20255.50003/30/2023 1,494,990.00 5.4253130AVHN5 544 5.500Federal Home Loan Bank1097-23B 1,000,000.00 1,000,000.00 03/28/20255.50003/30/2023 996,660.00 5.4253130AVHN5 544 5.154Federal Home Loan Bank1098-23A 1,500,000.00 1,500,000.00 04/30/20245.15004/05/2023 1,496,013.00 5.0833130AVKN1 212 5.154Federal Home Loan Bank1098-23B 1,000,000.00 1,000,000.00 04/30/20245.15004/05/2023 997,342.00 5.0833130AVKN1 212 5.593Federal Home Loan Bank1102-23 1,500,000.00 1,502,327.39 03/14/20255.71004/13/2023 1,498,816.50 5.5163130AV6Z0 530 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 58 YTM 365 Page 3 Par Value Book Value Maturity Date Stated RateMarket Value September 30, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date Federal Agency Coupon Securities 5.279Federal Home Loan Bank1103-23 1,500,000.00 1,501,999.47 03/28/20255.37504/13/2023 1,493,601.00 5.2063130AVHB1 544 2.997Federal Home Loan Bank1107-23 1,000,000.00 1,002,676.17 03/14/20254.62504/20/2023 989,851.00 2.9563130AUZC1 530 5.500Federal Home Loan Bank1108-23 1,500,000.00 1,500,000.00 04/25/20255.50004/28/2023 1,494,213.00 5.4253130AVNT5 572 5.310Federal Home Loan Bank1109-23A 1,500,000.00 1,500,638.65 05/15/20255.30005/19/2023 1,492,133.84 5.2383130AW2L3 592 5.310Federal Home Loan Bank1109-23B 1,175,000.00 1,175,500.26 05/15/20255.30005/19/2023 1,168,838.17 5.2383130AW2L3 592 5.312Federal Home Loan Bank1111-23 1,970,000.00 1,949,798.13 12/22/20230.62505/26/2023 1,948,850.08 5.2393130AQF57 82 5.220Federal Home Loan Bank1112-23 1,450,000.00 1,435,415.67 12/22/20230.62505/26/2023 1,434,432.80 5.1483130AQF57 82 5.450Federal Home Loan Bank1114-23 1,000,000.00 981,658.91 06/28/20242.75007/10/2023 980,870.67 5.3753130ASDS5 271 5.070Federal Home Loan Bank1119-23 1,000,000.00 1,000,160.09 02/28/20255.00009/06/2023 996,117.11 5.0013130AV7L0 516 5.050Federal Home Loan Bank1120-23A 1,500,000.00 1,403,474.40 04/14/20250.50009/08/2023 1,403,474.40 4.9813130AJHU6 561 5.050Federal Home Loan Bank1120-23B 1,000,000.00 935,649.60 04/14/20250.50009/08/2023 935,649.60 4.9813130AJHU6 561 5.029Federal Home Loan Bank1126-23A 1,000,000.00 989,380.68 07/14/20254.00009/15/2023 986,529.78 4.9603130ASGW3 652 5.029Federal Home Loan Bank1126-23B 1,000,000.00 989,380.68 07/14/20254.00009/15/2023 986,529.78 4.9603130ASGW3 652 5.529Federal Home Loan Bank1127-23 1,450,000.00 1,450,668.21 09/26/20245.53009/29/2023 1,447,919.01 5.4543130AXBA5 361 0.360Federal Home Loan Mortgage Co.0960-20 1,000,000.00 1,000,000.00 05/15/20240.36011/20/2020 968,604.00 0.3553134GXBD5 227 0.350Federal Home Loan Mortgage Co.0961-20 1,000,000.00 1,000,000.00 03/29/20240.35011/20/2020 974,520.00 0.3453134GWXC5 180 0.360Federal Home Loan Mortgage Co.1003-21 1,500,000.00 1,500,000.00 05/15/20240.36009/15/2021 1,452,906.00 0.3553134GXBD5 227 0.254Federal Home Loan Mortgage Co.1004-21 1,500,000.00 1,500,080.98 11/13/20230.30009/15/2021 1,491,183.00 0.2503134GXAY0 43 3.360Federal Home Loan Mortgage Co.1050-22 1,500,000.00 1,493,691.48 12/23/20243.00006/23/2022 1,456,014.00 3.3143134GXVF8 449 5.000Federal Home Loan Mortgage Co.1083-22 1,000,000.00 1,000,000.00 11/27/20245.00011/30/2022 994,084.00 4.9323134GY5C2 423 4.429Federal Home Loan Mortgage Co.1100-23 1,500,000.00 1,487,139.13 01/27/20253.75004/13/2023 1,466,382.00 4.3683134GXH98 484 5.348Federal Home Loan Mortgage Co.1101-23 1,500,000.00 1,503,943.33 02/28/20255.55004/13/2023 1,495,987.50 5.2753134GYL42 516 4.793Federal Home Loan Mortgage Co.1104-23 1,000,000.00 1,000,904.68 09/30/20254.75004/13/2023 986,274.28 4.7273134GX3A0 730 4.927Federal Home Loan Mortgage Co.1106-23A 1,500,000.00 1,504,257.73 02/14/20255.15004/14/2023 1,489,071.00 4.8593134GYJ29 502 4.927Federal Home Loan Mortgage Co.1106-23B 1,000,000.00 1,002,838.48 02/14/20255.15004/14/2023 992,714.00 4.8593134GYJ29 502 5.320Federal Home Loan Mortgage Co.1110-23A 1,500,000.00 1,504,800.00 09/15/20255.50005/19/2023 1,493,340.00 5.2473134GYLM2 715 5.320Federal Home Loan Mortgage Co.1110-23B 851,000.00 853,723.20 09/15/20255.50005/19/2023 847,221.56 5.2473134GYLM2 715 3.715Federal Nat'l Mtg. Assoc.1063-22 1,500,000.00 1,469,146.67 10/15/20241.62509/14/2022 1,443,088.50 3.6643135G0W66 380 4.723Federal Nat'l Mtg. Assoc.1074-22 1,000,000.00 969,768.33 10/15/20241.62511/09/2022 962,059.00 4.6583135G0W66 380 5.477Federal Nat'l Mtg. Assoc.1116-23A 1,500,000.00 1,500,000.00 10/30/20245.50007/28/2023 1,495,978.50 5.4023135GAJL6 395 5.477Federal Nat'l Mtg. Assoc.1116-23B 1,000,000.00 1,000,000.00 10/30/20245.50007/28/2023 997,319.00 5.4023135GAJL6 395 5.497Federal Nat'l Mtg. Assoc.1117-23 1,000,000.00 1,004,277.78 12/27/20245.50007/28/2023 1,001,709.78 5.4223135GAJ36 453 119,364,369.83 3.465117,125,094.84120,156,000.00119,616,643.63Subtotal and Average 3.513 423 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 59 YTM 365 Page 4 Par Value Book Value Maturity Date Stated RateMarket Value September 30, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date Federal Agency Disc. -Amortizing 6,521,888.33Subtotal and Average Treasury Coupon Securities 0.384U.S. Treasury0982-21 6,000,000.00 6,064,034.86 05/31/20242.00004/15/2021 5,863,125.00 0.379912828XT2 243 0.663U.S. Treasury0983-21 6,000,000.00 5,959,339.75 05/31/20250.25004/15/2021 5,531,250.00 0.654912828ZT0 608 0.360U.S. Treasury0986-21A 1,500,000.00 1,526,230.98 08/15/20242.37505/14/2021 1,460,156.25 0.355912828D56 319 0.360U.S. Treasury0986-21B 1,000,000.00 1,017,487.32 08/15/20242.37505/14/2021 973,437.50 0.355912828D56 319 0.515U.S. Treasury0988-21 4,000,000.00 3,982,556.69 05/31/20250.25006/11/2021 3,687,500.00 0.508912828ZT0 608 0.275U.S. Treasury0989-21 3,000,000.00 3,034,252.92 05/31/20242.00006/11/2021 2,931,562.50 0.271912828XT2 243 0.460U.S. Treasury0990-21A 1,500,000.00 1,515,448.62 09/30/20241.50006/18/2021 1,442,812.50 0.454912828YH7 365 0.460U.S. Treasury0990-21B 1,000,000.00 1,010,299.08 09/30/20241.50006/18/2021 961,875.00 0.454912828YH7 365 0.384U.S. Treasury1009-21 2,000,000.00 1,999,672.00 11/15/20230.25010/15/2021 1,987,812.50 0.37891282CAW1 45 0.518U.S. Treasury1010-21 6,000,000.00 6,058,675.38 05/31/20242.00010/15/2021 5,863,125.00 0.511912828XT2 243 0.785U.S. Treasury1011-21 4,000,000.00 3,964,913.14 05/31/20250.25010/15/2021 3,687,500.00 0.775912828ZT0 608 1.005U.S. Treasury1012-21 3,500,000.00 3,476,844.26 05/31/20260.75010/15/2021 3,142,343.75 0.99191282CCF6 973 2.641U.S. Treasury1032-22 9,000,000.00 8,573,092.62 05/31/20260.75004/14/2022 8,080,312.50 2.60591282CCF6 973 2.309U.S. Treasury1035-22 1,000,000.00 995,624.81 12/15/20230.12504/18/2022 989,375.00 2.27791282CBA8 75 2.361U.S. Treasury1036-22 2,000,000.00 1,992,181.97 12/31/20230.75004/18/2022 1,977,187.50 2.32891282CDR9 91 2.756U.S. Treasury1037-22 4,500,000.00 4,155,197.89 05/31/20270.50004/18/2022 3,865,781.25 2.719912828ZS2 1,338 2.381U.S. Treasury1041-22A 1,500,000.00 1,499,383.66 11/30/20232.12505/20/2022 1,492,031.25 2.348912828U57 60 2.381U.S. Treasury1041-22B 1,000,000.00 999,589.11 11/30/20232.12505/20/2022 994,687.50 2.348912828U57 60 2.510U.S. Treasury1042-22 2,000,000.00 1,993,423.55 05/31/20242.00005/23/2022 1,954,375.00 2.476912828XT2 243 4.550U.S. Treasury1066-22 1,500,000.00 1,490,374.70 11/30/20230.50010/14/2022 1,488,046.88 4.48791282CDM0 60 4.579U.S. Treasury1068-22 1,500,000.00 1,467,494.66 04/15/20240.37510/14/2022 1,459,687.50 4.51791282CBV2 197 4.320U.S. Treasury1070-22 5,000,000.00 4,683,492.94 05/15/20272.37510/14/2022 4,610,937.50 4.260912828X88 1,322 4.301U.S. Treasury1071-22 1,000,000.00 874,908.88 05/31/20270.50010/14/2022 859,062.50 4.242912828ZS2 1,338 4.738U.S. Treasury1080-22 2,000,000.00 1,988,051.32 12/31/20232.25011/22/2022 1,984,375.00 4.673912828V23 91 5.251U.S. Treasury1122-23 1,000,000.00 952,940.62 01/31/20251.37509/27/2023 951,542.12 5.179912828Z52 488 5.091U.S. Treasury1123-23 1,000,000.00 912,943.96 08/31/20250.25009/27/2023 912,372.94 5.02191282CAJ0 700 5.150U.S. Treasury1124-23A 1,500,000.00 1,466,466.66 04/30/20252.87509/28/2023 1,464,023.44 5.0809128284M9 577 5.150U.S. Treasury1124-23B 1,000,000.00 977,644.45 04/30/20252.87509/28/2023 976,015.63 5.0809128284M9 577 5.080U.S. Treasury1125-23 500,000.00 485,472.86 07/15/20253.00009/28/2023 484,775.82 5.01191282CEY3 653 5.450U.S. Treasury1126-23 550,000.00 524,419.96 09/15/20240.37509/29/2023 524,212.14 5.37591282CCX7 350 75,642,459.62 1.93472,601,301.4777,050,000.0073,269,399.73Subtotal and Average 1.960 569 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 60 YTM 365 Page 5 Par Value Book Value Stated RateMarket Value September 30, 2023 Portfolio Details - Investments Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date 2.943206,143,027.57 204,002,945.13 2.984 465196,473,398.94 201,755,278.48Total and Average Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 61 YTM 365 Page 6 Par Value Book Value Stated RateMarket Value September 30, 2023 Portfolio Details - Cash Average BalanceIssuer Portfolio Management Investments FY 2023-2024 Days to Maturity YTM 360CUSIPInvestment # Purchase Date 0.00 2.943206,143,027.57 204,002,945.13 2.984 465 0Average Balance 196,473,398.94 201,755,278.48Total Cash and Investments Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PM2) 7.3.11 62 Page 1 Par Value Stated Rate September 30, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2023-2024 YTM 365 YTM 360 Payment DatesCUSIPInvestment #Issuer Purchase Date Accrued Interest At Purchase Money Market FIB4531558874 296,945.13 296,945.130.300SYS4531558874B 10/01 - Monthly 296,945.130.3000.296 296,945.13Money Market Totals 296,945.130.000.296296,945.13 0.300 Commercial Paper Disc. -Amortizing CACPNY1091-23 1,000,000.00 995,991.674.810 10/31/202322533UXX6 10/31 - At Maturity02/14/2023 965,394.725.0785.008 CACPNY1099-23 1,500,000.00 1,481,384.175.020 12/29/202322533UZV8 12/29 - At Maturity04/13/2023 1,445,616.675.3405.267 METSHR1115-23 1,000,000.00 982,825.565.330 01/25/202459157TAR4 01/25 - At Maturity07/14/2023 971,129.175.6805.602 MUFGBK1095-23 1,500,000.00 1,497,515.004.970 10/13/202362479MXD0 10/13 - At Maturity03/29/2023 1,458,997.505.2865.214 MUFGBK1096-23 1,500,000.00 1,493,787.504.970 10/31/202362479MXX6 10/31 - At Maturity03/29/2023 1,455,270.005.2895.216 6,451,503.90Commercial Paper Disc. -Amortizing Totals 6,296,408.060.005.2546,500,000.00 5.327 Federal Agency Coupon Securities FAMCA0962-20 1,000,000.00 1,000,000.000.600 11/20/202531422B3F5 05/20 - 11/2011/20/2020 1,000,000.000.6000.592 FAMCA1113-23A 1,400,000.00 1,400,435.565.600 06/26/202531422X4H2 12/26 - 06/26 435.5606/28/2023 1,400,000.005.6005.523 FAMCA1113-23B 900,000.00 900,280.005.600 06/26/202531422X4H2 12/26 - 06/26 280.0006/28/2023 900,000.005.6005.523 FAMCA1118-23A 1,500,000.00 1,495,358.524.850 08/14/202531422X5Y4 02/14 - 08/14 1,818.7508/23/2023 1,493,175.005.0945.025 FAMCA1118-23B 1,000,000.00 996,905.684.850 08/14/202531422X5Y4 02/14 - 08/14 1,212.5008/23/2023 995,450.005.0945.025 FFCB0977-21A 1,000,000.00 999,547.740.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 998,500.000.3410.336 FFCB0977-21B 1,500,000.00 1,499,321.620.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 1,497,750.000.3410.336 FFCB1008-21 2,000,000.00 1,999,941.700.270 10/12/20233133ENAU4 04/12 - 10/12 Received10/15/2021 1,996,200.000.3660.361 FFCB1040-22A 1,500,000.00 1,493,069.551.040 01/25/20243133ENLY4 07/25 - 01/25 Received05/20/2022 1,463,220.002.5392.504 FFCB1040-22B 1,000,000.00 995,379.701.040 01/25/20243133ENLY4 07/25 - 01/25 Received05/20/2022 975,480.002.5392.504 FFCB1045-22A 1,500,000.00 1,486,913.042.800 11/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 1,479,000.003.2323.188 FFCB1045-22B 1,000,000.00 991,275.362.800 11/25/20253133ENXQ8 11/25 - 05/25 Received06/13/2022 986,000.003.2323.188 FFCB1058-22 1,000,000.00 998,446.253.375 08/26/20243133ENJ84 02/26 - 08/26 Received09/09/2022 996,620.003.5543.505 FFCB1059-22 1,000,000.00 999,409.103.500 09/13/20243133ENL40 03/13 - 09/1309/13/2022 998,756.003.5653.516 FFCB1069-22 2,500,000.00 2,255,405.600.660 05/27/20263133EMHH8 11/27 - 05/27 Received10/14/2022 2,166,625.004.7104.646 FFCB1084-22 1,500,000.00 1,485,272.193.500 09/13/20243133ENL40 03/13 - 09/13 Received11/30/2022 1,472,310.004.5854.523 FFCB1089-23A 1,500,000.00 1,500,000.004.875 01/10/20243133EN5M8 07/10 - 01/1001/10/2023 1,500,000.004.8754.808 FFCB1089-23B 1,000,000.00 1,000,000.004.875 01/10/20243133EN5M8 07/10 - 01/1001/10/2023 1,000,000.004.8754.808 FHLB0975-21 1,000,000.00 998,330.920.650 02/17/20263130AL4V3 08/17 - 02/17 Received02/22/2021 996,500.000.5810.573 FHLB0978-21 1,000,000.00 993,983.580.580 02/11/20263130AKXB7 08/11 - 02/11 Received03/15/2021 987,500.000.8410.829 FHLB0979-21A 1,500,000.00 1,499,931.540.375 03/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 1,499,550.000.3850.380 FHLB0979-21B 1,000,000.00 999,954.360.375 03/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 999,700.000.3850.380 FHLB0980-21 2,650,000.00 2,648,521.451.500 04/14/20263130ALVT8 10/14 - 04/1404/14/2021 2,647,085.001.1161.101 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PMS) 7.3.11 Report Ver. 7.3.11 63 Page 2 Par Value Stated Rate September 30, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2023-2024 YTM 365 YTM 360 Payment DatesCUSIPInvestment #Issuer Purchase Date Accrued Interest At Purchase Federal Agency Coupon Securities FHLB0984-21A 1,500,000.00 1,500,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,500,000.000.4500.444 FHLB0984-21B 1,000,000.00 1,000,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,000,000.000.4500.444 FHLB0985-21A 1,500,000.00 1,499,905.120.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 1,499,625.000.4580.452 FHLB0985-21B 1,000,000.00 999,936.750.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 999,750.000.4580.452 FHLB0991-21A 1,500,000.00 1,498,884.400.330 06/28/20243130AMV66 12/28 - 06/28 Received07/01/2021 1,495,500.000.4310.425 FHLB0991-21B 1,000,000.00 999,256.270.330 06/28/20243130AMV66 12/28 - 06/28 Received07/01/2021 997,000.000.4310.425 FHLB0992-21 1,500,000.00 1,500,000.000.510 08/30/20243130AMZQ8 12/30 - 06/30 Received07/01/2021 1,500,000.000.5100.503 FHLB0994-21 2,000,000.00 2,000,000.000.600 05/28/20253130ANKM1 02/28 - 08/28 Received09/03/2021 2,000,000.000.6000.592 FHLB1002-21 1,000,000.00 999,683.330.375 09/13/20243130ANR28 03/13 - 09/13 Received09/13/2021 999,000.000.4090.403 FHLB1016-21 1,000,000.00 1,000,000.000.780 12/29/20233130AQ7K3 06/29 - 12/2912/29/2021 1,000,000.000.7800.769 FHLB1043-22 1,500,000.00 1,500,000.002.875 06/14/20243130AS6D6 12/14 - 06/1406/14/2022 1,500,000.002.8752.836 FHLB1044-22 1,500,000.00 1,495,572.072.125 02/28/20243130ARHG9 08/28 - 02/28 Received06/13/2022 1,481,475.002.8702.831 FHLB1052-22A 1,500,000.00 1,497,026.512.500 02/13/20243130AFW94 08/13 - 02/13 Received07/15/2022 1,487,205.003.0573.015 FHLB1052-22B 1,000,000.00 998,017.682.500 02/13/20243130AFW94 08/13 - 02/13 Received07/15/2022 991,470.003.0573.015 FHLB1055-22 1,000,000.00 999,622.393.125 06/14/20243130ASHK8 12/14 - 06/14 Received08/04/2022 999,000.003.1803.136 FHLB1056-22 1,810,000.00 1,758,279.250.625 11/27/20243130AMNR9 11/28 - 05/28 Received08/05/2022 1,706,558.503.2103.166 FHLB1057-22A 1,500,000.00 1,461,222.001.100 01/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 1,426,305.013.2103.166 FHLB1057-22B 1,000,000.00 974,148.001.100 01/13/20253130AQGT4 01/13 - 07/13 Received08/05/2022 950,870.003.2103.166 FHLB1060-22 1,500,000.00 1,488,192.343.250 06/06/20253130AS6N4 12/06 - 06/06 Received09/13/2022 1,480,815.003.7463.694 FHLB1061-22 1,500,000.00 1,499,516.204.130 08/28/20253130ASZD4 02/28 - 08/28 Received09/13/2022 1,499,250.004.1484.091 FHLB1062-22 1,500,000.00 1,500,000.004.000 09/29/20253130AT7A9 03/29 - 09/2909/29/2022 1,500,000.004.0003.945 FHLB1064-22 1,500,000.00 1,484,386.322.750 12/13/20243130A3GE8 12/13 - 06/13 Received09/14/2022 1,470,760.503.6603.610 FHLB1067-22 1,500,000.00 1,492,088.063.375 03/08/20243130AT3H8 03/08 - 09/08 Received10/14/2022 1,474,601.164.6344.571 FHLB1073-22 1,000,000.00 989,352.692.125 02/28/20243130ARHG9 02/28 - 08/28 Received11/09/2022 966,030.004.8454.778 FHLB1081-22 2,000,000.00 1,996,347.904.375 03/08/20243130ATKJ5 03/08 - 09/08 Received11/22/2022 1,989,160.004.8104.744 FHLB1082-22 1,000,000.00 1,000,000.005.125 05/28/20243130ATYD3 05/28 - 11/2811/30/2022 1,000,000.005.1255.055 FHLB1085-22 1,000,000.00 979,030.612.750 12/13/20243130A3GE8 12/13 - 06/13 Received11/30/2022 964,420.004.6004.537 FHLB1086-22 1,500,000.00 1,499,828.424.750 12/12/20233130AU6T6 06/12 - 12/1212/12/2022 1,499,130.004.8104.744 FHLB1087-22 1,000,000.00 1,000,590.084.750 04/15/20243130AU6P4 04/15 - 10/1512/15/2022 1,001,460.004.6404.577 FHLB1093-23A 1,500,000.00 1,501,499.935.125 07/28/20253130AUNY6 07/28 - 01/28 Received03/27/2023 1,501,920.005.0634.994 FHLB1093-23B 1,000,000.00 1,000,999.955.125 07/28/20253130AUNY6 07/28 - 01/28 Received03/27/2023 1,001,280.005.0634.994 FHLB1094-23 1,000,000.00 1,000,000.005.350 12/30/20243130AVJ60 06/30 - 12/3003/30/2023 1,000,000.005.3555.282 FHLB1097-23A 1,500,000.00 1,500,000.005.500 03/28/20253130AVHN5 09/28 - 03/2803/30/2023 1,500,000.005.5005.425 FHLB1097-23B 1,000,000.00 1,000,000.005.500 03/28/20253130AVHN5 09/28 - 03/2803/30/2023 1,000,000.005.5005.425 FHLB1098-23A 1,500,000.00 1,500,000.005.150 04/30/20243130AVKN1 10/05 - 04/0504/05/2023 1,500,000.005.1545.083 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PMS) 7.3.11 64 Page 3 Par Value Stated Rate September 30, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2023-2024 YTM 365 YTM 360 Payment DatesCUSIPInvestment #Issuer Purchase Date Accrued Interest At Purchase Federal Agency Coupon Securities FHLB1098-23B 1,000,000.00 1,000,000.005.150 04/30/20243130AVKN1 10/05 - 04/0504/05/2023 1,000,000.005.1545.083 FHLB1102-23 1,500,000.00 1,502,327.395.710 03/14/20253130AV6Z0 09/14 - 03/14 Received04/13/2023 1,503,075.005.5935.516 FHLB1103-23 1,500,000.00 1,501,999.475.375 03/28/20253130AVHB1 09/28 - 03/28 Received04/13/2023 1,502,625.005.2795.206 FHLB1107-23 1,000,000.00 1,002,676.174.625 03/14/20253130AUZC1 09/14 - 03/14 Received04/20/2023 1,003,500.002.9972.956 FHLB1108-23 1,500,000.00 1,500,000.005.500 04/25/20253130AVNT5 10/25 - 04/2504/28/2023 1,500,000.005.5005.425 FHLB1109-23A 1,500,000.00 1,500,638.655.300 05/15/20253130AW2L3 11/15 - 05/15 883.3405/19/2023 1,499,700.005.3105.238 FHLB1109-23B 1,175,000.00 1,175,500.265.300 05/15/20253130AW2L3 11/15 - 05/15 691.9405/19/2023 1,174,765.005.3105.238 FHLB1111-23 1,970,000.00 1,949,798.130.625 12/22/20233130AQF57 06/22 - 12/22 Received05/26/2023 1,918,622.405.3125.239 FHLB1112-23 1,450,000.00 1,435,415.670.625 12/22/20233130AQF57 06/22 - 12/22 Received05/26/2023 1,412,909.005.2205.148 FHLB1114-23 1,000,000.00 981,658.912.750 06/28/20243130ASDS5 12/28 - 06/28 916.6707/10/2023 974,900.005.4505.375 FHLB1119-23 1,000,000.00 1,000,160.095.000 02/28/20253130AV7L0 02/28 - 08/28 1,111.1109/06/2023 999,002.095.0705.001 FHLB1120-23A 1,500,000.00 1,403,474.400.500 04/14/20253130AJHU6 10/14 - 04/14 3,000.0009/08/2023 1,396,335.005.0504.981 FHLB1120-23B 1,000,000.00 935,649.600.500 04/14/20253130AJHU6 10/14 - 04/14 2,000.0009/08/2023 930,890.005.0504.981 FHLB1126-23A 1,000,000.00 989,380.684.000 07/14/20253130ASGW3 01/14 - 07/14 6,777.7809/15/2023 982,170.005.0294.960 FHLB1126-23B 1,000,000.00 989,380.684.000 07/14/20253130ASGW3 01/14 - 07/14 6,777.7809/15/2023 982,170.005.0294.960 FHLB1127-23 1,450,000.00 1,450,668.215.530 09/26/20243130AXBA5 03/26 - 09/26 668.2109/29/2023 1,450,000.005.5295.454 FHLMC0960-20 1,000,000.00 1,000,000.000.360 05/15/20243134GXBD5 05/15 - 11/15 Received11/20/2020 1,000,000.000.3600.355 FHLMC0961-20 1,000,000.00 1,000,000.000.350 03/29/20243134GWXC5 03/29 - 09/29 Received11/20/2020 1,000,000.000.3500.345 FHLMC1003-21 1,500,000.00 1,500,000.000.360 05/15/20243134GXBD5 11/15 - 05/15 Received09/15/2021 1,500,000.000.3600.355 FHLMC1004-21 1,500,000.00 1,500,080.980.300 11/13/20233134GXAY0 11/13 - 05/13 Received09/15/2021 1,501,500.000.2540.250 FHLMC1050-22 1,500,000.00 1,493,691.483.000 12/23/20243134GXVF8 12/23 - 06/2306/23/2022 1,487,154.603.3603.314 FHLMC1083-22 1,000,000.00 1,000,000.005.000 11/27/20243134GY5C2 05/27 - 11/2711/30/2022 1,000,000.005.0004.932 FHLMC1100-23 1,500,000.00 1,487,139.133.750 01/27/20253134GXH98 07/27 - 01/27 Received04/13/2023 1,482,600.004.4294.368 FHLMC1101-23 1,500,000.00 1,503,943.335.550 02/28/20253134GYL42 09/01 - 03/01 Received04/13/2023 1,505,250.005.3485.275 FHLMC1104-23 1,000,000.00 1,000,904.684.750 09/30/20253134GX3A0 09/30 - 03/30 1,715.2804/13/2023 999,000.004.7934.727 FHLMC1106-23A 1,500,000.00 1,504,257.735.150 02/14/20253134GYJ29 08/14 - 02/14 Received04/14/2023 1,505,700.004.9274.859 FHLMC1106-23B 1,000,000.00 1,002,838.485.150 02/14/20253134GYJ29 08/14 - 02/14 Received04/14/2023 1,003,800.004.9274.859 FHLMC1110-23A 1,500,000.00 1,504,800.005.500 09/15/20253134GYLM2 09/15 - 03/15 Received05/19/2023 1,505,700.005.3205.247 FHLMC1110-23B 851,000.00 853,723.205.500 09/15/20253134GYLM2 09/15 - 03/15 Received05/19/2023 854,233.805.3205.247 FNMA1063-22 1,500,000.00 1,469,146.671.625 10/15/20243135G0W66 10/15 - 04/15 Received09/14/2022 1,438,045.863.7153.664 FNMA1074-22 1,000,000.00 969,768.331.625 10/15/20243135G0W66 04/15 - 10/15 Received11/09/2022 943,740.004.7234.658 FNMA1116-23A 1,500,000.00 1,500,000.005.500 10/30/20243135GAJL6 04/30 - 10/3007/28/2023 1,500,000.005.4775.402 FNMA1116-23B 1,000,000.00 1,000,000.005.500 10/30/20243135GAJL6 04/30 - 10/3007/28/2023 1,000,000.005.4775.402 FNMA1117-23 1,000,000.00 1,004,277.785.500 12/27/20243135GAJ36 12/27 - 06/27 4,277.7807/28/2023 1,000,000.005.4975.422 119,364,369.83Federal Agency Coupon Securities Totals 118,789,393.9232,566.703.465120,156,000.00 3.513 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PMS) 7.3.11 65 Page 4 Par Value Stated Rate September 30, 2023 Investment Status Report - Investments Portfolio Management Book Value Maturity Date Current Principal Investments FY 2023-2024 YTM 365 YTM 360 Payment DatesCUSIPInvestment #Issuer Purchase Date Accrued Interest At Purchase Treasury Coupon Securities US TRE0982-21 6,000,000.00 6,064,034.862.000 05/31/2024912828XT2 05/31 - 11/30 Received04/15/2021 6,300,937.500.3840.379 US TRE0983-21 6,000,000.00 5,959,339.750.250 05/31/2025912828ZT0 05/31 - 11/30 Received04/15/2021 5,899,218.750.6630.654 US TRE0986-21A 1,500,000.00 1,526,230.982.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,597,770.000.3600.355 US TRE0986-21B 1,000,000.00 1,017,487.322.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,065,180.000.3600.355 US TRE0988-21 4,000,000.00 3,982,556.690.250 05/31/2025912828ZT0 11/30 - 05/31 Received06/11/2021 3,958,400.000.5150.508 US TRE0989-21 3,000,000.00 3,034,252.922.000 05/31/2024912828XT2 11/30 - 05/31 Received06/11/2021 3,152,940.000.2750.271 US TRE0990-21A 1,500,000.00 1,515,448.621.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,550,790.000.4600.454 US TRE0990-21B 1,000,000.00 1,010,299.081.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,033,860.000.4600.454 US TRE1009-21 2,000,000.00 1,999,672.000.250 11/15/202391282CAW1 11/15 - 05/15 Received10/15/2021 1,994,453.130.3840.378 US TRE1010-21 6,000,000.00 6,058,675.382.000 05/31/2024912828XT2 11/30 - 05/31 Received10/15/2021 6,231,562.500.5180.511 US TRE1011-21 4,000,000.00 3,964,913.140.250 05/31/2025912828ZT0 11/30 - 05/31 Received10/15/2021 3,923,593.750.7850.775 US TRE1012-21 3,500,000.00 3,476,844.260.750 05/31/202691282CCF6 11/30 - 05/31 Received10/15/2021 3,459,804.691.0050.991 US TRE1032-22 9,000,000.00 8,573,092.620.750 05/31/202691282CCF6 05/31 - 11/30 Received04/14/2022 8,338,359.382.6412.605 US TRE1035-22 1,000,000.00 995,624.810.125 12/15/202391282CBA8 06/15 - 12/15 Received04/18/2022 964,648.442.3092.277 US TRE1036-22 2,000,000.00 1,992,181.970.750 12/31/202391282CDR9 06/30 - 12/31 Received04/18/2022 1,946,562.502.3612.328 US TRE1037-22 4,500,000.00 4,155,197.890.500 05/31/2027912828ZS2 05/31 - 11/30 Received04/18/2022 4,018,359.382.7562.719 US TRE1041-22A 1,500,000.00 1,499,383.662.125 11/30/2023912828U57 05/31 - 11/30 Received05/20/2022 1,494,257.812.3812.348 US TRE1041-22B 1,000,000.00 999,589.112.125 11/30/2023912828U57 05/31 - 11/30 Received05/20/2022 996,171.872.3812.348 US TRE1042-22 2,000,000.00 1,993,423.552.000 05/31/2024912828XT2 05/31 - 11/30 Received05/23/2022 1,980,000.002.5102.476 US TRE1066-22 1,500,000.00 1,490,374.700.500 11/30/202391282CDM0 11/30 - 05/31 Received10/14/2022 1,433,906.254.5504.487 US TRE1068-22 1,500,000.00 1,467,494.660.375 04/15/202491282CBV2 10/15 - 04/15 Received10/14/2022 1,409,414.064.5794.517 US TRE1070-22 5,000,000.00 4,683,492.942.375 05/15/2027912828X88 11/15 - 05/15 Received10/14/2022 4,599,218.754.3204.260 US TRE1071-22 1,000,000.00 874,908.880.500 05/31/2027912828ZS2 11/30 - 05/31 Received10/14/2022 842,000.004.3014.242 US TRE1080-22 2,000,000.00 1,988,051.322.250 12/31/2023912828V23 12/31 - 06/30 Received11/22/2022 1,946,953.134.7384.673 US TRE1122-23 1,000,000.00 952,940.621.375 01/31/2025912828Z52 01/31 - 07/31 2,167.1209/27/2023 950,370.005.2515.179 US TRE1123-23 1,000,000.00 912,943.960.250 08/31/202591282CAJ0 02/29 - 08/31 185.4409/27/2023 912,260.005.0915.021 US TRE1124-23A 1,500,000.00 1,466,466.662.875 04/30/20259128284M9 10/31 - 04/30 17,695.3109/28/2023 1,448,505.005.1505.080 US TRE1124-23B 1,000,000.00 977,644.452.875 04/30/20259128284M9 10/31 - 04/30 11,796.8809/28/2023 965,670.005.1505.080 US TRE1125-23 500,000.00 485,472.863.000 07/15/202591282CEY3 01/15 - 07/15 3,057.0709/28/2023 482,335.005.0805.011 US TRE1126-23 550,000.00 524,419.960.375 09/15/202491282CCX7 03/15 - 09/15 79.3309/29/2023 524,194.005.4505.375 75,642,459.62Treasury Coupon Securities Totals 75,421,695.8934,981.151.93477,050,000.00 1.960 201,755,278.48Investment Totals 200,804,443.0067,547.85204,002,945.13 2.943 2.984 Portfolio 2024 AC Run Date: 10/19/2023 - 13:02 PM (PRF_PMS) 7.3.11 66 For Quarter Ending September 30, 2023 0.15% 55.29% 44.57% Portfolio by Asset Class Cash and Equivalents Long Term Short Term 67 For Quarter Ending September 30, 2023 1.23%2.84% 8.82% 36.28% 8.02% 0.15% 2.94% 0.49% 1.47% 37.77% Par Value by Issuer Graph CACPNY FAMCA FFCB FHLB FHLMC FIB FNMA METSHR MUFGBK UST 68 For Quarter Ending September 30, 2023 0.15% 3.20% 59.16% 37.49% Book Value By Investment Type Money Market Commercial Paper Federal Agency Coupon Securities Treasury Coupon Securities 69 For Quarter Ending September 30, 2023 0.00 1.00 2.00 3.00 4.00 5.00 6.00 Investment Yield by Type 70 ITEM #:10 DATE:11-14-23 DEPT:FIN SUBJECT:AUTHORIZE PURCHASE OF FINANCIAL SOFTWARE HOSTING AND MAINTENANCE FROM CENTRALSQUARE COUNCIL ACTION FORM BACKGROUND: CentralSquare Technologies, LLC is the City's software vendor for integrated financial, payroll, and utility billing. For the past two decades, the City has contracted with the vendor on an annual basis for software licenses and support. In July 2021, Council approved the migration of Central Square NaviLine software to Software-as-a- Service (SaaS), hosted by Central Square. This allowed the City to retire its IBM iSeries server and reduce personnel costs that supported this server. On December 5, 2021 the City completed this transition to SaaS which commenced the two-year contract period. The signed contract provided an option for annual renewal thereafter. Staff is requesting authorization to continue SaaS services for Central Square software in the amount of $142,305.47 for a renewal period of December 5, 2023 until December 4, 2024. This new contract includes an increase of $12,882.58 (10.0%) over the expiring contract amount. The operating budget for Information Technology for FY 2023/24 allocates $145,448 for Central Squares software. ALTERNATIVES: 1. Authorize payment to CentralSquare Technologies, LLC, a CentralSquare Company of Lake Mary, FL for the software hosting contract in the amount of $142,305.47. 2. Do not authorize City staff to pay CentralSquare Technologies, LLC, a CentralSquare Company, for the software hosting contract. CITY MANAGER'S RECOMMENDED ACTION: CentralSquare is the sole provider for SaaS and maintenance services for the integrated financial, payroll, and utility billing used by the City. The City’s experience within this contract has been positive and mission-critical accounting processes continue to be completed. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as stated above. 71 ITEM #:11 DATE:11-14-23 DEPT:FIN SUBJECT:APPROVAL OF FY 2022/23 ANNUAL STREET FINANCIAL REPORT COUNCIL ACTION FORM BACKGROUND: Section 312.14 of the Code of Iowa requires that, by December 1 each year, each city receiving allotments of Road Use Tax funds must prepare and submit to the Iowa Department of Transportation (IDOT) a Street Financial Report of expenditures and receipts for the fiscal year then ended. Those cities not complying with this section of the Code of Iowa will have Road Use Tax funds withheld until the city complies. Staff has prepared the report for FY 2022/23, which is attached for the Council's review. ALTERNATIVES: 1. Approve the attached FY 2022/23 Street Financial Report. 2. Do not approve the FY 2022/23 Street Financial Report, and risk the loss of Road Use Tax funds. CITY MANAGER'S RECOMMENDED ACTION: In order for the City of Ames to continue to receive Road Use Tax funds, it is necessary to submit an annual Street Financial Report to the IDOT. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, thereby approving the 2023 Street Financial Report. 72 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & U0) Grand Total Street Lights $894,484 $894,484 Engineering $402,589 $1,101,484 $392,558 $1,896,631 Street Maintenance Expense $18,287 $5,357,334 $286,217 $5,661,838 Other Professional Services $320,379 $232,395 $14,989 $567,763 Storm Drainage $811,799 $811,799 Street - New Roadway $5,835,264 $5,835,264 Street - Capacity Improvement $74,394 $14,922 $8,129,454 $8,218,770 Principal Payment $5,880,816 $5,880,816 Interest Payment $1,697,716 $1,697,716 Parking $853,277 $853,277 Traffic Control/Safety $134,798 $605,552 $24,451 $1,667,466 $2,432,267 Snow Removal $907,260 $907,260 Snow Removal Salaries $511,065 $511,065 Snow Removal Benefits $234,260 $234,260 Total $1,047,569 $8,412,833 $39,373 $7,578,532 $16,966,063 $2,358,840 $36,403,210 Expenses Page 1 of 9 73 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Revenue General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & U0) Grand Total Levied on Property $807,271 $0 $7,578,532 $8,385,803 Other Taxes (Hotel, LOST)$39,373 $39,373 Interest $161,919 $161,919 Federal Grants $137,219 $676,442 $813,661 State Revenues - Road Use Taxes $9,141,103 $9,141,103 Other State Grants - IDOT $70,492 $5,851,055 $5,921,547 Local Contributions $750 $750 Charges/fees $32,587 $2,358,840 $2,391,427 Assessments $239,370 $239,370 Proceeds from Debt $11,067,710 $11,067,710 Total $1,047,569 $9,141,103 $39,373 $7,578,532 $17,997,246 $2,358,840 $38,162,663 Page 2 of 9 74 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Bonds/Loans Bond/Loan Description Principal Balance As of 7/1 Total Principal Paid Total Interest Paid Principal Roads Interest Roads Principal Balance As of 6/30 2015 go bond $3,160,425 $588,235 $103,489 $588,235 $103,489 $2,572,190 2014 go bond $2,334,769 $669,750 $53,318 $669,750 $53,318 $1,665,019 2017 GO BOND $2,797,186 $356,410 $91,187 $356,410 $91,187 $2,440,776 2020A GO Bond $8,080,000 $665,000 $311,025 $579,417 $270,997 $7,415,000 2021A GO Bond $17,635,000 $1,755,000 $689,788 $1,058,292 $415,953 $15,880,000 2018 GO BOND $5,360,000 $570,000 $210,000 $570,000 $210,000 $4,790,000 2016 GO BOND $2,249,635 $351,579 $59,959 $351,579 $59,959 $1,898,056 2019A GO BOND $8,330,000 $845,000 $270,525 $706,082 $226,051 $7,485,000 2022A GO Bond $12,440,000 $1,200,000 $319,778 $1,001,051 $266,762 $11,240,000 Total $62,387,015 $7,000,974 $2,109,069 $5,880,816 $1,697,716 $55,386,041 Page 3 of 9 75 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Equipment Description Model Year Usage Type Cost Purchased Status Ford F350 Pickup Truck 2010 Purchased $45,507 No Change International 7500 SFA 6X4 2018 Purchased $206,083 No Change Bobcat E50 Miniexcavator 2017 Purchased $68,334 No Change RAM 5500 Dump Truck 2016 Purchased $68,862 No Change Ford F150 Pickup Truck 2017 Purchased $34,919 No Change Ford F150 Pickup 2017 Purchased $33,157 No Change Stanley Breaker MBX15 2016 Purchased $12,575 No Change Huskqvarna Concrete Saw FS5000D 2016 Purchased $22,595 No Change KM International Hot Box Trailer, KM8000 2020 Purchased $31,748 No Change Bobcat M7017, Pavement Milling Machine, Hydraulic 2020 Purchased $16,180 No Change Caterpillar 430F2 Tractor Loader Backhoe 2017 Purchased $124,151 No Change Ford F150 Crew Cab 4x4 Pickup 2017 Purchased $33,898 No Change RAM 5500 Dump Truck 2018 Purchased $54,328 No Change International 7500 SFA 6X4 2018 Purchased $206,307 No Change Bobcat S-770, Skid Steer 2020 Purchased $50,304 No Change Bobcat Wheel Saw W-18 2020 Purchased $14,996 No Change Dodge Ram Pickup 2500 2WD 2018 Purchased $28,115 No Change Chevrolet Silverado 3500 Truck w/ Flatbed DRW 2019 Purchased $50,443 No Change Ford F150 Pickup Truck 2018 Purchased $30,004 No Change Ford F150 Crew Cab 4x4 Pickup 2018 Purchased $30,572 No Change Cimline Mastic Hot Tar Patch Machine 2019 Purchased $77,050 No Change Page 4 of 9 76 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Description Model Year Usage Type Cost Purchased Status Case 590SN Tractor Loader Backhoe 2019 Purchased $120,518 No Change Chevrolet Silverado 1500 Crew Cab 4x4 2020 Purchased $31,022 No Change Isuzu NPR-HD truck w- EZ-Liner Roadway Line painter 2019 Purchased $153,949 No Change Chicago Pneumatic 185CU Compressor 2019 Purchased $20,616 No Change Ford F150, Pickup 2010 Purchased $24,237 No Change Ford F550 Aerial Truck 2012 Purchased $102,488 No Change Ford Expedition EL, Utility Vehicle 2012 Purchased $47,801 No Change Ring-O-Matic 550-VACEX, Vacuum, Hydro, Trailer Mounted 2012 Purchased $54,618 No Change Kubota L4760 HSTC 2014 Purchased $41,120 No Change Ford F550 Truck 2015 Purchased $125,948 No Change International 7300, Dump Truck 2017 Purchased $157,807 No Change Zetor, Proxima 120 Tractor 2015 Purchased $63,359 No Change Case DV23 Asphalt Roller 2018 Purchased $35,285 No Change RAM 4500 Dump Truck 2018 Purchased $58,750 No Change Caterpillar CB22, Asphalt Roller 2013 Purchased $34,048 No Change International 7300, Dump Truck 2014 Purchased $133,249 No Change International 7300, Dump Truck 2017 Purchased $157,839 No Change Ford F250, Pickup 2017 Purchased $28,954 No Change International HV05 2021 Purchased $203,000 No Change International HV05 2021 Purchased $187,807 No Change International HV05 2021 Purchased $187,807 No Change International HV05 2021 Purchased $187,807 No Change International HV05 2021 Purchased $187,807 No Change Page 5 of 9 77 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Description Model Year Usage Type Cost Purchased Status International HV05 2021 Purchased $187,807 No Change International HV05 2021 Purchased $187,807 No Change Peterbilt 220, Schwartz Street Sweeper 2020 Purchased $281,473 No Change RAM 4500 Dump Truck 2018 Purchased $42,018 No Change Trailer 2017 Purchased $17,498 No Change Bobcat Track Steer T594 2017 Purchased $51,668 No Change Ford F350 Pickup 2019 Purchased $34,721 No Change Bobcat Track Steer T76 2021 Purchased $60,434 No Change Deere 544L, Wheel Loader 2019 Purchased $159,277 No Change RAM 4500 Dump Truck 2018 Purchased $63,248 No Change Ford F150 Crew Cab 4x4 Pickup 2018 Purchased $36,026 No Change Page 6 of 9 78 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Street Projects Project Description Contract Price Final Price Contractor Name 2020/21 Multi Modal Roadway Improvements (Vet Med Trail - S. 16th Street) $66,437 $66,092 Voltmer, Inc 2019/2020 Multi Modal Roadway Improvements (13th St & Clark) $109,589 $104,968 Voltmer, Inc 202/21 Community Development Block Grant Infrastructure (Baker Subdivision) $1,317,873 $1,361,692 Con-Struct, Inc 2020/21 Collector Street Pavement Improvements (E. 20th Street) $776,719 $743,264 All Star Concrete, LLC 2020/21 Cyride Route Pavement Improvements (9th Street) $672,550 $688,930 All Star Concrete, LLC 2021/22 Traffic Signal Program (University and S. 4th St) $293,231 $302,250 Voltmer, Inc 2021/22 Pavement Restoration $255,734 $211,704 Fort Dodge Asphalt Company 2021/22 Downtown Street Pavement (Alley - Duff Ave to Sherman Ave) $127,952 $128,225 Con-Struct, Inc 2021/22 Concrete Street Pavement (S. Kellogg Ave and N. 2nd Street) $967,416 $874,182 All Star Concrete, LLC 2021/22 Seal Coat Street (Staffor Ave - E.13th to South End) $990,785 $988,990 Mannatt's Inc. 2019/20 Concrete Pavement (E. 3rd, E. 2nd, Des Moines Ave, Center Ave, Douglas Ave, 5th St) $1,571,889 $1,583,919 Mannatt's Inc. 2021/22 Asphalt Street Improvements (Opal Drive, Opal Cir, Harcourt Dr, Turquoise Cr, Top-o-Hollow) $2,133,380 $2,003,524 Mannatt's Inc. S. 5th Street (S. Grand Ave to 600' West of S. Duff Ave) $3,159,304 $3,188,149 Peterson Contractors, Inc Page 7 of 9 79 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Project Description Contract Price Final Price Contractor Name 2021/22 Arterial Street Pavement (N. Dakota and Ontario) $1,430,119 $1,427,993 Con-Struct, Inc 2020/21 Right of Way Restoration (Standard & NativeVegetation) $141,602 $120,907 Country Landscapes 2018/19 Main Street Pavers (Burnett- Kellogg) $367,620 $394,884 Con-Struct, Inc 2020/21 S. Dayton Traffic Improvments $696,037 $682,083 All Star Concrete, LLC Page 8 of 9 80 Bureau of Local Systems Ames, IA 50010 Fiscal Year 2023 Ames 11/7/2023 10:11:46 AM City Street Finance Report Summary Resolution Number: Execution Date: Signature: General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & U0) Grand Total Begining Balance $0 $7,833,770 $0 $0 $29,307,689 $0 $37,141,459 SubTotal Expenses (-)$1,047,569 $8,412,833 $39,373 $7,578,532 $16,966,063 $2,358,840 $36,403,210 Subtotal Revenues (+)$1,047,569 $9,141,103 $39,373 $7,578,532 $17,997,246 $2,358,840 $38,162,663 Ending Balance $0 $8,562,040 $0 $0 $30,338,872 $0 $38,900,912 Page 9 of 9 81 ITEM #:12 DATE:11-14-23 DEPT:P&H SUBJECT:PLAT OF SURVEY BOUNDARY LINE ADJUSTMENT FOR 4004 AND 4008 COCHRANE PARKWAY AND DEFERRAL OF SIDEWALK INSTALLATION COUNCIL ACTION FORM BACKGROUND: The City’s Subdivision Code is in Chapter 23 of the Ames Municipal Code. T h e Code includes a process for creating or modifying property boundaries and for determining if any improvements are required in conjunction with the platting of property. The regulations also describe the process for combining existing platted lots. The proposed Plat of Survey is a boundary line adjustment merging two lots located at 4004 and 4008 Cochrane Parkway into one lot. The resulting lot will be 1.26 acres. The property owners of both lots are Amy and Corey Schmidt. The lots are part of the South Fork Subdivision, Sixth Addition. The proposed Plat of Survey will facilitate the construction of an in-ground pool, which otherwise may encroach on the required side setback (see Attachment A for a location map and Attachment B for a copy of the Plat of Survey). There is a dwelling at 4008 Cochrane Parkway. A sidewalk was constructed along the full frontage of that lot. There is no sidewalk or other improvements on the vacant lot at 4004 Cochrane Parkway. At the time of the original subdivision approval, developers enjoyed the option of deferring sidewalk installation until the time of construction of a house. Since no house has ever been built at 4004 Cochrane Parkway, the requirement to install a sidewalk has never been triggered. Deferrals of this type are no longer allowed within the Subdivision Code. Chapter 23 requires that certain public improvements such as sidewalks are completed prior to the approval of the Plat of Survey. For Boundary Line Adjustments, only sidewalk extensions where partial improvements exist are required. Alternatively, deferral can be requested to allow for approval and then installation of the sidewalk. In conjunction with the Plat of Survey, the owner is requesting a deferral of sidewalk installation until next year to coincide with the planned construction of the pool. As part of the deferral request, an agreement is required for the cash security and the timeline for construction. The estimated cost of the sidewalk installation is $3,073. The applicant is aware of the requirements for the security to be provided and agreement related to the deferral request. The applicant will be providing the security and the letter specifying the timeframe for installation, which they have indicated will be by the end of 2024. Receipt of the security and agreement are recommended as a condition of approval before the Planning Director officially approves the Plat of Survey. The parcel resulting from the boundary line adjustment (Parcel A) was reviewed to ensure that the proposed lot dimensions and setbacks comply with the requirements found in the zone development standards of the Suburban Residential Low Density (FS-RL) zoning district. Although the Planning and Housing Director is authorized to make a final decision of approval in writing for a Plat of Survey for a boundary line adjustment, the deferral request for the sidewalk 82 installation requires City Council approval. Council approval of this Plat of Survey (Attachment B) will allow the applicant to prepare the official Plat of Survey and submit it to the Planning and Housing Director for review. The Director will sign the Plat of Survey confirming that it fully conforms to all conditions of approval. The prepared Plat of Survey may then be signed by the surveyor, who will submit it for recording in the office of the County Recorder. Once it is recorded, the property owner can proceed with obtaining building permits. ALTERNATIVES: 1. Approve the proposed plat of survey for 4004 and 4008 Cochrane Parkway and the deferral of sidewalk improvements along the frontage of 4004 Cochrane Parkway for 13 months from Planning Director approval of the Plat of Survey with receipt of an agreement and financial security for the installation of the sidewalk. 2. Deny the proposed plat of survey on the basis that the City Council finds that the requirements for plats of survey as described in Section 23.309 have not been satisfied with the sidewalk required to be installed prior to approval of the plat of survey. 3. Refer this request back to staff and/or the owner for additional information. CITY MANAGER'S RECOMMENDED ACTION: Approval of the plat of survey will consolidate two lots into one parcel and enable the issuance of a building permit for a pool. No conflict exists with the existing Suburban Residential Low Density (FS- RL) zoning standards. Staff has determined that the proposed plat of survey satisfies all Subdivision Code requirements. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1 as described above. 83 ADDENDUM PLAT OF SURVEY FOR 4004 AND 4008 COCHRANE PARKWAY 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: SCHMIDT, AMY & COREY Existing Street Address: 4004 and 4008 Cochrane Parkway, Ames, Iowa, 50014 Assessor’s Parcel #: 09-08-196-050 09-08-196-060 Legal Description: ALL OF LOTS ONE AND LOT TWO, SOUTH FORK SUBDIVISION, SIXTH ADDITION IN THE CITY OF AMES, STORY COUNTY, IOWA, AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHEAST CORNER OF SAID LOT TWO; THENCE S00°22'30"E, 331.25 FEET ALONG THE EAST LINE OF SAID LOT TWO TO THE SOUTHEAST CORNER THEREOF, THE NEXT FIVE CALLS ARE ALONG THE SOUTH LINE OF SAID SOUTH FORK SUBDIVISION, SIXTH ADDITION; THENCE N77°33'34"W, 78.07 FEET; THENCE S83°35'57"W, 52.07 FEET; THENCE N42°07'02"W, 41.48 FEET; THENCE N12°40'26"E, 45.60 FEET; THENCE N50°46'10"W, 26.70 FEET TO THE SOUTHWEST CORNER OF SAID LOT ONE; THENCE N00°20'23"W, 253.62 FEET ALONG THE WEST LINE OF SAID LOT ONE TO THE SOUTH RIGHT-OF-WAY LINE OF COCHRANE PARKWAY, THE NEXT FIVE CALLS ARE ALONG SAID SOUTH RIGHT-OF-WAY LINE; THENCE N89°49'08"E, 24.69 FEET; THENCE N89°46'44"E, 54.42 FEET TO THE BEGINNING OF A 30.50 FOOT RADIUS CURVE, CONCAVE SOUTHWESTERLY; THENCE 23.96 FEET SOUTHEASTERLY ALONG SAID CURVE, LONG CHORD BEARS S68°05'13"E, 23.35 FEET TO THE BEGINNING OF A 59.50 FOOT RADIUS CURVE, CONCAVE NORTHEASTERLY; THENCE 44.38 FEET SOUTHEASTERLY ALONG SAID CURVE, LONG CHORD BEARS S66°26'19"E, 43.35 FEET TO THE POINT OF BEGINNING. 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. 84 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. 85 ATTACHMENT A LOCATION MAP Location Map 4004 and 4008 Cochrane Parkway 86 COCHRANE PARKWAY - 66' R.O.W. EXISTING REBAR BENT, REPLACED WITH PINK PLASTIC CAP #24413 C1 C2 EXISTING 10' SANITARY SEWER EASEMENT BK. 95, PG. 364 N 77°33'34 " W 7 8 . 0 7 ' S 83°35'57" W 52.07' L4 N 1 2 ° 4 0 ' 2 6 " E 45 . 6 0 ' N 50°46'10" W 26.70' L1 L2 L3 LINE TABLE LINE # L1 L2 L3 L4 L5 LENGTH 24.69' 54.42' 25.30' 41.48' 41.18' BEARING N89° 49' 08"E N89° 46' 44"E N89° 29' 18"E N42° 07' 02"W S83° 35' 57"W CURVE TABLE CURVE # C1 C2 LENGTH 23.96' 44.38' RADIUS 30.50' 59.50' DELTA 45°00'23" 42°43'54" CH LENGTH 23.35' 43.35' CH BEARING S68° 05' 13"E S66° 26' 19"E EXISTING 10' P.U.E. EXISTING GREEN B E L T / O P E N SPACE EASEMEN T N O R T H L I N E APPROXIMATE 100 YR FLOODWAY NE CORNER LOT 2 SOUTH FORK SUBDIVISION, SIXTH ADDITION POINT OF BEGINNING NW CORNER LOT 1 SOUTH FORK SUBDIVISION, SIXTH ADDITION SOU T H F O R K SUB D I V I S I O N , SIXT H A D D I T I O N LOT 2 LOT 1 S 0 0 ° 2 2 ' 3 0 " E 3 3 1 . 2 5 ' N 0 0 ° 2 0 ' 2 3 " W 2 5 3 . 6 2 ' PARCEL 'A' 1.26 ACRES 54941 SQ FT EXISTING REBAR BENT, REPLACED WITH PINK PLASTIC CAP #24413 APPROXIM A T E C E N T E R L I N E O F C R E E K (N 0 0 ° 1 2 ' 4 1 " W 3 3 1 . 2 5 ' ) (N 0 0 ° 1 2 ' 4 1 " W 2 5 3 . 6 2 ' ) © Bo l t o n & M e n k , I n c . 20 2 3 , A l l R i g h t s R e s e r v e d H:\SCHMIDCA_PR\0A1132322\CAD\C3D\FIGR-132322-PLAT OF SURVEY.DWG 11/2/2023 12:14 PM JOB NUMBER: 0A1.132322 LEGAL DESCRIPTION - PARCEL 'A': ALL OF LOTS ONE AND LOT TWO, SOUTH FORK SUBDIVISION, SIXTH ADDITION IN THE CITY OF AMES, STORY COUNTY, IOWA, AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHEAST CORNER OF SAID LOT TWO; THENCE S00°22'30"E, 331.25 FEET ALONG THE EAST LINE OF SAID LOT TWO TO THE SOUTHEAST CORNER THEREOF, THE NEXT FIVE CALLS ARE ALONG THE SOUTH LINE OF SAID SOUTH FORK SUBDIVISION, SIXTH ADDITION; THENCE N77°33'34"W, 78.07 FEET; THENCE S83°35'57"W, 52.07 FEET; THENCE N42°07'02"W, 41.48 FEET; THENCE N12°40'26"E, 45.60 FEET; THENCE N50°46'10"W, 26.70 FEET TO THE SOUTHWEST CORNER OF SAID LOT ONE; THENCE N00°20'23"W, 253.62 FEET ALONG THE WEST LINE OF SAID LOT ONE TO THE SOUTH RIGHT-OF-WAY LINE OF COCHRANE PARKWAY, THE NEXT FIVE CALLS ARE ALONG SAID SOUTH RIGHT-OF-WAY LINE; THENCE N89°49'08"E, 24.69 FEET; THENCE N89°46'44"E, 54.42 FEET TO THE BEGINNING OF A 30.50 FOOT RADIUS CURVE, CONCAVE SOUTHWESTERLY; THENCE 23.96 FEET SOUTHEASTERLY ALONG SAID CURVE, LONG CHORD BEARS S68°05'13"E, 23.35 FEET TO THE BEGINNING OF A 59.50 FOOT RADIUS CURVE, CONCAVE NORTHEASTERLY; THENCE 44.38 FEET SOUTHEASTERLY ALONG SAID CURVE, LONG CHORD BEARS S66°26'19"E, 43.35 FEET TO THE POINT OF BEGINNING. FOR RECORDER USE ONLY INDEX LEGEND LOCATION LOT 1 & LOT 2, SOUTH FORK SUBDIVISION, SIXTH ADDITION IN THE CITY OF AMES, STORY COUNTY, IOWA REQUESTOR:SCHMIDT, AMY & COREY PROPRIETOR:SCHMIDT, AMY & COREY SURVEYOR:LUKE D. AHRENS P.L.S. #24413 SURVEYOR COMPANY:BOLTON & MENK, INC. RETURN TO:LUKE D. AHRNES, BOLTON & MENK, INC. 1519 BALTIMORE DR., AMES, IA 50010 (515)-233-6100 SHEET OF 1 SURVEY PLAT - PARCEL 'A' LOT 1 & LOT 2, SOUTH FORK SUBDIVISION, SIXTH ADDITION IN THE CITY OF AMES, STORY COUNTY, IOWA 1519 BALTIMORE DRIVE AMES, IA 50010 (515) 233-6100 R R MY LICENSE RENEWAL DATE IS PAGES OR SHEETS COVERED BY THIS SEAL: LICENSE NUMBER DATE: IOWA I hereby certify that this land surveying document was prepared by me and the related field work was performed by me or under my direct personal supervision and that I am a duly licensed Land Surveyor under the laws of the State of Iowa LICENSED PROFESSIONAL LAND SURVEYOR LUKE D. AHRENS L.S. LUKE D. AHRENS 24413 THIS SHEET 24413 12/31/2023 FEETSCALE 0 25 50 HORZ. 2 LEGEND: (R) FOUND 1/2" REBAR WITH YELLOW PLASTIC CAP #17535 SET 1/2 x 24" REBAR WITH PINK PLASTIC CAP #24413 (UNLESS OTHERWISE NOTED) RECORDED DIMENSION I.D.INSIDE DIMENSION NOTES: 1.BASIS OF BEARING IS IOWA REGIONAL COORDINATE SYSTEM, ZONE 8, US SURVEY FOOT. 2.THIS PLAT IS SUBJECT TO EASEMENTS APPARENT OR OF RECORD. 3.THIS PLAT MEETS OR EXCEEDS IOWA CODE 355. 4.RECORDED BEARINGS AND DISTANCES REFERENCED IN INST. #2014-00007264. 5.PARCELS LIE WITHIN THE SPECIAL FLOOD HAZARD AREA AS SHOWN ON THE FIRM PANEL 19169C0143G, EFFECTIVE 1/15/21. FOUND 5/8" REBAR WITH YELLOW PLASTIC CAP #17535 I hereby certify on ________________, 20___, that the Plat of Survey is consistant with Chapter 23 of the Ames Municipal Code and any conditions of approval. ____________________________ Planning & Housing Director P.U.E.PUBLIC UTILITY EASEMENT DATE OF SURVEY: 2023-10-05 87 ITEM #:13 DATE:11-14-23 DEPT:P&H SUBJECT:MINOR SUBDIVISION FINAL PLAT FOR EASTGATE SUBDIVISION PLAT 2 AT 1405 BALTIMORE DRIVE COUNCIL ACTION FORM BACKGROUND: The property owner of 1405 Baltimore Drive desires to divide a partially developed commercial parcel into two lots (Attachment A-location map). The owner completed the development of a medical office building on the south half of the property in 2022. The proposed subdivision will create one new 0.93-acre lot (lot 2) for future development (Attachment B-Final Plat). The proposed subdivision qualifies as a Minor Final Plat because it creates three or fewer lots and no public improvements are required. Public improvements were previously completed with the Eastgate Subdivision and with the development of the medical office building. The subject site is zoned Highway Oriented Commercial (HOC). Both the proposed Lot 1 containing the medical office building and the vacant Lot 2 meet the minimum lot requirements of HOC zoning. Staff has reviewed the site improvements that exist on Lot 1 and determined it would continue to be in compliance upon approval of the subdivision. One utility easement is proposed at the west side of Lot 2 to accommodate the existing electric service that serves the medical office building. No other improvements are shared between the proposed two lots. Separate driveway access will be permitted for proposed Lot 2. ALTERNATIVES: 1. Approve the final plat for Eastgate Subdivision Plat 2 based upon the findings and conclusions stated above. 2. Deny the final plat for Eastgate Subdivision Plat 2, if the City Council finds that the proposed subdivision does not comply with applicable ordinances, standards or plans. 3. Refer this request back to staff or the applicant for additional information. CITY MANAGER'S RECOMMENDED ACTION: The proposed division creates two conforming HOC zoned lots. Lot 1 will include the existing medical office building and Lot 2 will be available for future development. Public improvements are already in place to serve development and no additional improvements are needed with this proposed Final Plat. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1. 88 E 13TH ST PHILADELPHIA ST BALTIMORE DR EA S T G A T E D R 1405 Baltimore Drive Location Map´ 1405 Baltimore DriveLocation Of Proposed Subdivision Legend PARCELS STREET LABELS - ALL @ 50000FT Private ISU Road City Road County Secondary County Hwy State Hwy US Hwy US Interstate Hwy RAILROAD CENTERLINES Attachemnt A 89 90 ITEM #:14 DATE:11-14-23 DEPT:PW SUBJECT:2023/24 AIRPORT IMPROVEMENT PROGRAM (WILDLIFE FENCE PROJECT) PROFESSIONAL SERVICE AGREEMENT COUNCIL ACTION FORM BACKGROUND: The 2023/24 Airport Improvements Program approved in the City's Capital Improvements Plan (CIP) includes work to design and install a barrier fence of sufficient height to limit animal crossings at James Herman Banning Ames Municipal Airport (see attached design concept map). The fence type capable of stopping animal entry is not required to cover the entire airport property, just those critical safety areas around the runways and taxiways. In August 2023, City staff conducted a qualifications-based selection following federal requirements for a Master Agreement for the development of plans and specifications for this and other upcoming airport projects. Bolton & Menk of Ames, Iowa, was determined to be the most qualified firm and was approved by the Federal Aviation Administration (FAA). F A A does not require City Council approval of the Master Agreement because it only establishes consultant eligibility and does not obligate any City or Federal funds. Each project is conducted under a separate work order approved by the City Council and FAA. Therefore, the 2023/24 Airport Improvements Program (Wildlife Fence Project) is the next project ready for design and as detailed in the attached dra ft agreement. Bolton & Menk's work under this contract will include topographic survey, preliminary design, and a National Environmental Policy Act (NEPA) review. The cost of this contract is $77,700, which will be funded with a 90% FAA/10% City split. FAA regulations require that Bolton & Menk's proposed scope of work and fee schedule undergo a review for appropriateness by an independent professional engineer, which has taken place. Engineering work under this contract must be completed before the project can move into the final design, which will be detailed under a separate agreement. A detailed cost estimate will be developed at that time. This project is shown in the 2023/24 CIP with $1,962,000 FAA funding and $218,000 from the Airport Construction Fund. ALTERNATIVES: 1. Approve the professional services agreement for the preliminary design and environmental review for the FY 2023/24 Airport Improvement Program (Wildlife Fence Project) with Bolton & Menk of Ames, Iowa, in the amount not to exceed $77,700. 2. Do not approve the professional services agreement with Bolton & Menk and direct staff to solicit other proposals for this project. 91 CITY MANAGER'S RECOMMENDED ACTION: The Wildlife Fence Project is expected to greatly improve safety at the Airport, preventing wildlife from entering critical areas and reducing the need for annual removal efforts. This proactive approach aligns with best practices in aviation safety and will enhance the overall operational effectiveness of the facility. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 92 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx October 25, 2023 Damian Pregitzer Traffic Engineer/Airport Manager 515 Clark Avenue Ames, IA 50010 RE: Proposal for Professional Engineering Services Documented CATEX for Perimeter Fence BMI Project No. 0T5.132070 Dear Mr. Pregitzer, Bolton & Menk, Inc., is pleased to present this proposal for professional engineering services for the proposed Environmental Review Documented CATEX for the perimeter fence at the Ames Municipal Airport. This proposal will define our scope of work and provide you with an estimate of the cost of these services. This is Work Order No. 4 for the Professional Services Contract, between City and Bolton & Menk, Inc. The Professional Master Services Contract effective September 2023, is referred to herein as the “Master Agreement”. Project Information: The FAA has requested that an Environmental Review Documented CATEX should be completed for the new perimeter fence that will provide additional safety at the Ames Municipal Airport. The CATEX document will cover all the areas listed below but will concentrate on the impacts to the nearby wetlands, the floodplain, and cultural resources. This work will be completed in accordance with Order 1050.1F - Environmental Impacts: Policies and Procedures (faa.gov). Per Order 1050.1F, this Scope of Work is based on FAA agrees that this work will fall under a CATEX per the following Section: 5-6.4.f. Federal financial assistance, licensing, Airport Layout Plan (ALP) approval, or FAA construction or limited expansion of accessory on-site structures, including storage buildings, garages, hangars, t-hangars, small parking areas, signs, fences, and other essentially similar minor development items. (ATO, ARP, AST) 93 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx Page 2 Scope of Services: 1.0. Environmental Review, CATEX 1.1 Project Scoping Consultant shall confer with the Sponsor on, and ascertain, project requirements, finances, schedules, and other pertinent matters and shall meet with FAA if needed and other concerned agencies and parties on matters affecting the project and shall arrive at a mutual understanding of such matters with the Sponsor. 1.2. Topographical Surveying 1.2.1. Coordination to collect existing data to perform schematic level design for use in coordination as part of the CATEX. This task includes data collection, as-built plan set review, and research of available existing survey information. 1.2.2. Survey control. Not included in the scope of the documented CATEX. 1.2.3. Field work. Survey work will include staking general fence alignment and gathering boundary information in order to develop a base map for use in schematic level design. It is anticipated that the field work will be completed in up to four (4) trips to the airport. 1.2.4. Convert survey data for design software. This work includes analyzing the topographical surveying data and preparing the data for use with computer modeling. Included are the following separate tasks: o Establish design coordinate plan with Sponsor/State to be used for CADD drawings o Input raw survey data into the computer program in order to sort data into company standard layers for efficient analyzing o Verify survey data from previous project with latest field survey o Sort all data points by layers and description for computer modeling o Verify surveyor horizontal and vertical control o Prepare schematic level digital terrain model (DTM) of existing ground contours, drainage features, fences, and other miscellaneous entities. DTM will be derived from incorporation of Iowa LiDAR. o Generate a three-dimensional schematic level contour model from the DTM. 94 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx Page 3 1.3 Preliminary Design and Exhibits Previous airport planning documents as well as schematic site topography information collected as part of this project, will be used to develop preliminary project layouts that meet the goals of the project including fence alignment and layout. This will also include a preliminary analysis that addresses the recommendations of the floodplain analysis, wetland determination and finding of the cultural resources site investigation. Preliminary alternative exhibits will be delivered in PDF format. 1.4 Analysis and Report CONSULTANT will prepare a proposed actions graphic and Categorical Exclusion (CATEX) Checklist Form based upon FAA Orders 1050.1E and 5050.4B for the Project. A documented CATEX will be prepared using the template dated June 2, 2017, outlined in FAA ARP SOP No. 5.1, Appendix A, along with supporting research, analysis and documentation as required by the Federal Aviation Administration (FAA) for proposed Federal action. The following environmental impact categories will be evaluated during development of the CATEX: Environmental Resource Area Review for Potential Effects and Impact: a. Air Quality b. Archaeological c. Biotic Communities d. Coastal Resources e. Compatible Land Use f. Construction Impacts g. Endangered Species h. Energy Supply and Natural Resources i. Environmental Justice j. Essential Fish Habitat k. Farmland l. Migratory Bird Treaty Act m. Floodplains n. Hazardous Materials o. Historic p. Light Emissions q. Natural Resources r. Noise Levels s. Parks, Public Lands, Refuges and Recreational Resources t. Surface Transportation u. Water Quality v. Wetlands w. Wild and Scenic Rivers 95 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx Other Required Environmental Considerations: a. Connected Actions b. Cumulative Actions c. Cumulative Impacts d. Environmental Laws e. Highly Controversial f. Community Disruption g. Relocation Housing h. Social Impact i. Similar Actions Completion of the CATEX research, analysis, and documentation outlined in this agreement does not guarantee FAA environmental approval of the proposed project. Any additional environmental work requested (i.e. additional field reviews, consultation, preparation of EA will be considered additional work beyond the scope of this agreement. This CATEX will focus on the following three areas. A more highlighted SOW is provided for these three areas. A. Wetlands Bolton & Menk, Inc. has been asked to prepare a scope of work for wetland services for the Ames Municipal Airport. We propose to thoroughly investigate the available background information needed prior to visiting the site. This includes compiling information as follows: 1. Available Aerial Photographs. 2. Story County LiDAR Maps. 3. National Wetlands Inventory Maps. 4. Story County Soil Survey Maps. Task 1 – Level I & II Wetland Delineation: As required by Corps guidelines, a review of historical imagery will be conducted prior to completing any fieldwork. Data collected as part of the analysis of wetland signatures will determine possible locations of wetlands to focus the field delineation. The collected data will be presented in the delineation report as GIS based figures. We will also include a jurisdictional determination on wetlands that are not historical. 96 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx We will visit the study area to delineate all wetland boundaries within the property boundaries. The delineation will include performing transects and sampling in the vicinity of any wetlands, placing 3-foot pin flags at the limits of any wetlands found. Our delineator will use a sub-meter GPS unit to accurately locate and map each point and prepare a written report of our findings. This report will be submitted to the appropriate agencies for approval. Task 2 – Meetings and Additional Requests: In some cases, the reviewing agencies request additional information and/or an on-site meeting during the review process. If our attendance is requested at a meeting to discuss the acceptance of the delineated boundaries or the agencies request additional information, this service will be provided on an hourly basis at our Wetland Specialist rate. Based on a preliminary review of the project area, impacts to jurisdictional wetlands are unlikely to occur. If impacts to jurisdictional wetlands result in a permit, this cost will be provided in a separate proposal. B. Floodplains Bolton & Menk will review potential impacts to the floodplains around the airport due to the proposed fencing improvements at the Ames Municipal Airport. This work will follow Executive Order 14030, Climate-Related Financial Risk. The effective HEC-RAS hydraulic model for this area will be requested, if available, from the Iowa DNR. The proposed fence layout will be modeled and impacts on the FEMA base flood elevations will be assessed. Develop a floodplain impact exhibit showing impacted project elements. A discussion of impacts to base flood elevations and related future floodplain permitting requirements will be incorporated in the CATEX report document. Iowa does not contain any Wild and Scenic Rivers and the CATEX will document no impacts to this resource area. 97 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx C. Cultural Resources The Cultural Resources of the CATEX will be completed by Wapsi Valley Archaeology, Inc. A Phase IA archaeological reconnaissance is recommended to establish the project area’s disturbance, to identify any areas of apparent intact soils, and to record any previously unrecorded historic resources. The field survey will include a pedestrian survey of the project area and multiple soil cores placed in areas that appear to be undisturbed. Field investigation will include verifying that the NRCS Soil Survey characterization of the landscape is reasonably accurate. Investigations will follow the guidelines of the Iowa State Historic Preservation Office, the Association of Iowa Archaeologists, and any relevant state or federal agency. All findings and recommendations will be included in a formal report. 2.0 Grant Administration 2.1. Grant Administration Services related to grant administration are not included in the scope of this work order. Assumptions: This scope of work is based on the fact that there are three key areas for review, which being wetlands, floodplains, and cultural resources. If the conclusion of the CATEX is that additional study is needed either in other areas beyond the three key areas of wetlands, floodplains, cultural resources, or if the conclusions of the CATEX is additional study as an Environmental Assessment, then this would be considered additional work. An additional scope of work and associated fees would be provided for approval before beginning the additional work. It is also assumed that the cost of this CATEX will be able to be included in the next grant from the FAA. Fees: The Fees for completing the CATEX with the three key areas of wetlands, floodplains and cultural resources is $77,700.00 (Lump Sum). 98 Ames Municipal Airport Work Order #4 H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\CATEX for Ames Perimeter Fence Letter Proposal.docx Bolton & Menk, Inc. puts a high priority on ensuring that our company’s efforts are consistent with our clients’ needs. Please review this document, the fee schedule and the attached terms and conditions. Contact me at (612) 770-6012 if you have any questions. If you find this proposal acceptable, please fax me a signed and dated copy of this document. Sincerely, BOLTON & MENK, INC. Ronald A. Roetzel, P.E. Aviation Group Manager Bolton & Menk, Inc Enclosures: BMI Fee Analysis Preliminary Fence Alignment Exhibit ****************************************************************************** I hereby accept the terms defined in this letter proposal and on the attached pages. _____________________________________ __________________________ Signature Date 99 10/25/2023 RR/JR Principal Eng. Sr. Eng. Design Eng. CR Specialist Wetland Specialist Planner Survey Crew Admin. 1 1.1 10 0 0 0 0 0 0 4 14 1.2 0 4 12 0 0 0 48 0 64 1.3 2 16 32 0 0 0 0 0 50 1.4 0 0 0 0 0 1 0 0 1 0 2 4 16 0 4 0 4 30 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 2 20 72 0 0 2 0 4 100 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 0 2 2 0 40 2 0 4 50 0 0 0 0 0 1 0 0 1 2 2.1 0 0 0 0 0 0 0 0 0 14 44 122 16 40 28 48 16 328 $917.00 $2,640.00 $4,636.00 $768.00 $1,680.00 $1,064.00 $2,016.00 $480.00 $14,201.00 $2,023.09 $5,824.37 $10,227.94 $1,694.36 $3,706.42 $2,347.40 $4,447.70 $1,058.98 $31,330.25 $45,531.25 $6,829.69 $52,360.93 $25,300.00 $25,300.00 $77,660.93 $77,700.00 $77,700.00 Subtotal ROUNDED Total Person Hours Direct Expenses Fixed Fee x Subtotal Labor Cost h.     Energy Supply and Natural Resources i.      Environmental Justice j.      Essential Fish Habitat k.     Farmland f.     Construction Impacts g.     Endangered Species r.      Noise Levels s.      Parks, Public Lands, Refuges and Recreational Resources t.      Surface Transportation Total Direct Labor Cost Overhead Subtotal Labor Cost l.     Migratory Bird Treaty Act p.     Light Emissions q.     Natural Resources u.     Water Quality v.     Wetlands w.    Wild and Scenic Rivers Grant Administration Project Scoping a.     Air Quality c.     Biotic Communities DATE: PROJECT: CLIENT: Task Description Totals Estimated Person Hours Required Task b.     Archaeological PROJECT FEE ESTIMATE Ames Municipal Airport Environmental Review CATEX - Perimeter Fence Total Expenses m.    Floodplains n.     Hazardous Materials o.     Historic PREPARED BY: Analysis and Report d.     Coastal Resources Grant Administration - Not Included e.     Compatible Land Use Total (Fixed Lump Sum) CATEX Preliminary Design and Exhibits Topographic Surveying TOTAL PROJECT FEE Cultural Resources (Wapsi Vally Archaeology) H:\AMES\0T5132070\0_Wildlife Fencing Project\A_Project Management\2_Contracts\Contract\CATEX\Ames Fee_Analysis CATEX 2023.xlsx 100 H: \ A M E S \ A i r p o r t \ E x h i b i t s \ F E N C I N G . d w g 2/ 1 1 / 2 0 2 1 3 : 2 4 : 3 7 P M R WILD LIFE FENCE AMES MUNICIPAL AIRPORT FENCE LAYOUT FEBUARY 2021 R FEETSCALE 0 300 600 HORZ. LEGEND PROPOSED WILD LIFE FENCE NOTES: 1.THE PROPOSED FENCE LAYOUT IS APPROXIMATELY 25,000 LINEAR FEET 2.IN THE TERMINAL AREA THE FENCE CAN REPLACE THE EXISTING FENCE BETWEEN BUILDINGS IF DESIRED (INCLUDED IN ESTIMATE) 3.NUMBER OF GATES AND LOCATIONS NOT DETERMINED AT THIS POINT 101 ITEM #:15 DATE:11-14-23 DEPT:ELEC SUBJECT:HVAC REPLACEMENT AT POWER PLANT COUNCIL ACTION FORM BACKGROUND: The Power Plant has two redundant air conditioning units that serve the older part of the control room, break room, and the relay room. The current outdoor condensing units were installed in 2015. One of the cooling units has completely failed and the other is showing signs of failure. Critical electrical components are located in these rooms and it is important to keep these rooms adequately cooled. As part of this project, a separate mini-split air conditioner will be installed to serve the break room. Plans and specifications have been prepared for the replacement work. The project is a planned replacement reflected in the Building Modifications program in the Capital Improvements Plan (CIP) in accordance with the Engineer's estimate of approximately $300,000. ALTERNATIVES: 1. Approve preliminary plans and specifications for HVAC Replacement at the Power Plant, and set December 20, 2023, as the due date for bids and January 10, 2024, as the date of public hearing and award of contract. 2. Do not proceed with the project at this time. CITY MANAGER'S RECOMMENDED ACTION: This work is necessary to keep Power Plant equipment functioning and has been budgeted in the CIP. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1 as stated above. 102 ITEM #:16 DATE:11-14-23 DEPT:P & R SUBJECT:AWARD CONTRACT FOR LLOYD KURTZ PARK PLAYGROUND EQUIPMENT COUNCIL ACTION FORM BACKGROUND: Staff performs an annual evaluation of all playground equipment within each park. After each review staff recommends which structures to be included in the five-year Capital Improvements Plan (CIP). Typically, each playground component is to be replaced every twenty years. The playground equipment in Lloyd Kurtz Park, 3710 Hyde Ave., was included in the FY 2022-23 CIP for replacement. Staff solicited qualified playground equipment representatives inviting them to provide proposals to replace the playground equipment in Lloyd Kurtz Park at the budgeted price of $60,000 for installation and equipment. Staff received multiple proposals and evaluated them on the following criteria: safety; play features include balancing, spinning, sliding, climbing and swinging components; site compatibility; accessibility and inclusivity; supports physical, cognitive, and emotional/social development; cost vs. relative play value; unique play features and aesthetics compared to existing structures within the park as well as the overall park system. The five vendors that submitted proposals are shown below: 1. American Playground Company, Des Moines, Iowa 2. Boland Recreation, Marshalltown, Iowa 3. Commercial Recreation Specialists, Verona, Wisconsin 4. Play Pro Recreation, Des Moines, Iowa 5. Outdoor Recreation Specialists, Gretna, Nebraska Staff evaluated the multiple proposals and narrowed the proposals down to two options from Play-Pro Recreation, Clive, Iowa. Residents were then asked to provide feedback on the playground proposals through a survey that was included in the weekly Parks and Recreation E-newsletter, which goes to over 12,000 emails. Over 200 households responded to the survey and submitted their preference of the two options shown Attachment A. Survey results from the residents favored Option 1 (109) over Option 2 (82) and 23 residents didn’t have a preference. The survey also asked residents if they lived within walking distance of the park. Forty-eight of the residents that answered the survey lived within walking distance of Lloyd Kurtz Park. Of those 48, 28 voted for Option 1. There is $77,400 available for a new playground structure, swings, concrete playground border, and engineered wood fiber safety surfacing. The cost of the playground and installation in Option 1 is $60,000. The approximate cost for the concrete playground border and surfacing is $17,400. 103 ALTERNATIVES: 1. Award contract to Play-Pro Recreation, Clive, Iowa to purchase playground equipment (Option 1) for Lloyd Kurtz Park in the amount of $60,000. 2. Award contract to Play-Pro Recreation, Clive, Iowa to purchase (Option 2) for Lloyd Kurtz Park in the amount of $60,000. 3. Do not award a contract at this time. 4. Refer back to staff. CITY MANAGER'S RECOMMENDED ACTION: Residents of Ames continually rate the playgrounds in the parks good or very good as part of the annual resident satisfaction survey. It has been apparent over the last couple of years how busy the parks have been. In an effort to keep playgrounds safe and enjoyable they need to be replaced on a periodic basis. The playground at Lloyd Kurtz Park has reached that point. Based on feedback from staff and residents, Play-Pro Recreation, Clive, Iowa, provided the most desired playground equipment proposal. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 104 1 Attachment A Option 1: Option 2: 105 ITEM #:17 DATE:11-14-23 DEPT:P&R SUBJECT:AWARD CONTRACT FOR COUNTRY GABLES PARK PLAYGROUND EQUIPMENT COUNCIL ACTION FORM BACKGROUND: Staff performs an annual evaluation of all playground equipment within each park. After each review staff recommends which structures to be included in the five-year Capital Improvements Plan (CIP). Typically, each playground component is to be replaced every twenty years. The playground equipment in Country Gables Park, 500 Crystal St., was included in the FY 2022-23 CIP for replacement. Staff solicited qualified playground equipment representatives inviting them to provide proposals to replace the playground equipment in Country Gables Park at the budgeted price of $60,000 for installation and equipment. Staff received multiple proposals and evaluated them on the following criteria: safety; play features include balancing, spinning, sliding, climbing and swinging components; site compatibility; accessibility and inclusivity; supports physical, cognitive, and emotional/social development; cost vs. relative play value; unique play features and aesthetics compared to existing structures within the park as well as the overall park system. The five vendors that submitted proposals are shown below: 1. American Playground Company, Des Moines, Iowa 2. Boland Recreation, Marshalltown, Iowa 3. Commercial Recreation Specialists, Verona, Wisconsin 4. Play Pro Recreation, Des Moines, Iowa 5. Outdoor Recreation Specialists, Gretna, Nebraska Staff evaluated the multiple proposals and narrowed the proposals down to two options from Play-Pro Recreation, Clive, Iowa. Residents were then asked to provide feedback on the playground proposals through a survey that was included in the weekly Parks and Recreation E-newsletter, which goes to over 12,000 emails. Over 200 households responded to the survey and submitted their preference of the two options shown in Attachment A. Survey results from the residents favored Option 2 (179) over Option 1 (24) and 11 residents did not have a preference. The survey also asked residents if they lived within walking distance of the park. Forty-six of the residents that answered the survey lived within walking distance of Country Gables Park. Of those 46, 42 of them voted for Option 2. There is $76,400 available for a new playground structure, concrete playground border, and engineered wood fiber safety surfacing. The cost of the playground and installation in Option 2 is $60,000. The approximate cost for the concrete playground border and surfacing is $16,400. 106 ALTERNATIVES: 1. Award contract to Play-Pro Recreation, Clive, Iowa to purchase playground equipment (Option 2) for Country Gables Park in the amount of $60,000. 2. Award contract to Play-Pro Recreation, Clive, Iowa to purchase (Option 1) for Country Gables Park in the amount of $60,000. 3. Do not award a contract at this time. 4. Refer back to staff. CITY MANAGER'S RECOMMENDED ACTION: Residents of Ames continually rate the playgrounds in the parks good or very good as part of the annual resident satisfaction survey. It has been apparent over the last couple of years how busy the parks have been. In an effort to keep playgrounds safe and enjoyable they need to be replaced on a periodic basis. The playground at Country Gables Park has reached that point. Based on feedback from staff and residents, Play-Pro Recreation, Clive, Iowa, provided the most desired playground equipment proposal. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 107 1 Attachment A Option 1: Option 2: 108 ITEM #:18 DATE:11-14-23 DEPT:P & R SUBJECT:AWARD CONTRACT FOR CHRISTOPHER GARTNER PARK PLAYGROUND EQUIPMENT COUNCIL ACTION FORM BACKGROUND: Staff performs an annual evaluation of all playground equipment within each park. After each review, staff recommends which structures to be included in the five-year Capital Improvements Plan (CIP). Typically, each playground component is to be replaced every twenty years. The playground equipment in Christopher Gartner Park, 400 Abraham Dr., was included in the FY 2022-23 CIP for replacement. Staff solicited qualified playground equipment representatives inviting them to provide proposals to replace the playground equipment in Christopher Gartner Park at the budgeted price of $60,000 for installation and equipment. Staff received multiple proposals and evaluated them on the following criteria: safety; play features include balancing, spinning, sliding, climbing and swinging components; site compatibility; accessibility and inclusivity; supports physical, cognitive, and emotional/social development; cost vs. relative play value; unique play features and aesthetics compared to existing structures within the park as well as the overall park system. The five vendors that submitted proposals are shown below: 1. American Playground Company, Des Moines, Iowa 2. Boland Recreation, Marshalltown, Iowa 3. Commercial Recreation Specialists, Verona, Wisconsin 4. Play Pro Recreation, Des Moines, Iowa 5. Outdoor Recreation Specialists, Gretna, Nebraska Staff evaluated the multiple proposals and narrowed the proposals down to two options from Play-Pro Recreation, Clive, Iowa. Residents were then asked to provide feedback regarding the playground proposals through a survey that was included in the weekly Parks and Recreation E-newsletter, which goes to over 12,000 emails. Over 200 households responded to the survey and submitted their preference of the two options shown in Attachment A. Survey results from the residents favored Option 2 (120) over Option 1 (70) and 24 residents didn’t have a preference. The survey also asked residents if they lived within walking distance of the park. Twenty-eight of the residents that answered the survey lived within walking distance of Christopher Gartner Park. Of those 28, 17 of them voted for Option 2. There is $77,400 available for a new playground structure, swing, concrete playground border, and engineered wood fiber safety surfacing. The cost of the playground and installation in Option 2 is $60,000. The approximate cost for the concrete playground border and surfacing is $17,400. 109 ALTERNATIVES: 1. Award contract to Play-Pro Recreation, Clive, Iowa to purchase playground equipment (Option 2) for Christopher Gartner Park in the amount of $60,000. 2. Award contract to Play-Pro Recreation, Clive, Iowa to purchase (Option 1) for Christopher Gartner Park in the amount of $60,000. 3. Do not award a contract at this time. 4. Refer back to staff. CITY MANAGER'S RECOMMENDED ACTION: Residents of Ames continually rate the playgrounds in the parks good or very good as part of the annual resident satisfaction survey. It has been apparent over the last couple of years how busy the parks have been. In an effort to keep playgrounds safe and enjoyable they need to be replaced on a periodic basis. The playground at Christopher Gartner Park has reached that point. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 110 1 Attachment A Option 1: Option 2: 111 ITEM #:19 DATE:11-14-23 DEPT:Fleet SUBJECT:CITY HALL INTERIOR IMPROVEMENTS COUNCIL ACTION FORM BACKGROUND: In 1990, City Hall was remodeled from its previous use as a school building. At that time most of the walls were wallpapered or painted, and the majority of the offices, conference rooms, Council Chambers, and hallways were carpeted. In 2022, City staff retained SVPA Architects to explore interior improvements in City Hall. This included painting the walls after removing wallpaper, carpet/flooring replacement, and recommendations for window shades and the partition wall between the Council Chambers and the Courtroom. A bid for this improvement project was issued in October 2022. After the bids came in higher than the budget, the bids were rejected and staff proceeded to split the overall project into smaller projects. Some of these projects were then completed by facilities staff and local contractors, such as the painting of hallways and conference rooms including door frames in these areas. Staff then worked to prepare this invitation to bid for replacement of the carpets and wall base in the conference rooms and hallways where the painting has been completed. The bid also includes new carpet in the Council Chambers and Courtroom. Carpeting in the Police area would be removed and replaced with vinyl tiles. On October 19, 2023 bids were received as follows: Bidders Total Phillips' Floors Inc., of Indianola, IA $108,082 R.H. Grabau Construction, Inc., of Boone, IA $134,709 Funding is currently programmed in the City Hall Improvements Capital Improvement Project. This project currently has a balance of $674,833. Remaining funds will be used to complete the carpeting and painting in office areas, a new partition wall in the Council Chambers, and other work related to City Hall maintenance. ALTERNATIVES: 1. Award the Ames City Hall Interior Improvements to Phillips' Floors Inc., of Indianola, IA in the amount of $108,082. 2. Award the improvement contract to the other bidder. 3. Reject the bids and do not proceed with the project. CITY MANAGER'S RECOMMENDED ACTION: This project will complete the work in the hallways and conference rooms as the first phase of updating the interior of City Hall. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 112 ITEM #:20 DATE:11-14-23 DEPT:Fleet Services SUBJECT:FLEET REPLACEMENT PROGRAM - FULL SIZE PICKUP FOR RESOURCE RECOVERY PLANT COUNCIL ACTION FORM BACKGROUND: The Resource Recovery Plant has one full-sized 4x4 pickup truck used to support plant maintenance, general operations, and snow removal. The current pickup is an essential vehicle for day-to-day operations of the plant and is due to be replaced in the FY 2023/24. Prices are being solicited separately from specialized equipment vendors for a snowplow and liftgate for this pickup, to be installed after receipt of the new pickup. Bids were solicited in City Bid No. 2024-055 for one full-sized pickup as specified. Bids were received as follows: BIDDER MAKE MODEL YEAR OPTIONAL BED LINER PICKUP BID PRICE WITH BEDLINER Stiver's Ford of Waukee, IA Ford F350 2024 $595 $51,996 Dewey Ford of Des Moines, IA Ford F350 2024 $595 $52,245 Stew Hansen's Dodge RAM 3500 2024 $495 $52,302 Deery Brothers of Ames, IA RAM 3500 2024 $525 $54,987 [ALT] Deery Brothers of Ames, IA RAM 3500 2023 $525 $52,311 The bid from Stiver's Ford of Waukee is acceptable and meets the City’s required specifications. Delivery of the pickup is not expected until Spring 2024. Purchase price for one Ford F350 Pickup from Stiver's Ford $ 51,401 Purchase price for optional item #2 Spray-in Bed Liner 595 Total Price for Pickup with Bed Liner from Stiver's Ford $ 51,996 Estimated snowplow, liftgate, and accessories 12,000 Estimated total cost for pickup when equipped. $ 63,996 Funding is available for this purchase as follows: Replacement Funds at time of delivery $ 57,790 Salvage Value of equipment being replaced 6,500 Available funding $ 64,290 113 ALTERNATIVES: 1. Award a contract to Stivers Ford of Waukee, IA as the acceptable low bidder for the purchase of one 2024 Ford F350 Pickup with optional spray-in bed liner in the amount of $51,996. 2. Award a contract to one of the other bidders. 3. Reject these bids. CITY MANAGER'S RECOMMENDED ACTION: Resource Recovery staff and the Fleet Services Director have evaluated this bid and agree that purchasing the pickup from Stiver's Ford will meet the needs of the department. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1 as described above. 114 ITEM #:21 DATE:11-14-23 DEPT:ELEC SUBJECT:COMBUSTION TURBINE FUEL OIL PIPE INSTALLATION - CHANGE ORDER NO. 2 COUNCIL ACTION FORM BACKGROUND: The City’s Electric Utility operates two combustion turbines (CT1 & CT2). These units burn fuel oil to rotate a generator and produce electricity. They are located at the Dayton Avenue Substation in the vicinity of a former landfill. The fuel oil is stored in a tank, and piping conveys the fuel from the tank to a pump house, then from the pump house to the units. In 2010, the underground fuel line from the fuel oil pump house to CT1 failed, causing fuel oil to leak underground and eventually to the Skunk River. On February 14, 2023, City Council awarded a contract to Modern Companies, Inc. of Cedar Rapids, IA in the amount of $391,700 for the installation of double-walled carbon steel piping to replace the remaining original underground fuel oil piping. The underground fuel oil line from the fuel oil storage tank to the pump house is similar age to the line that leaked in 2010 and is the last remaining underground piping that is original to the unit. Modern Companies started performing work in August. A few days into the project, an oily substance started slowly seeping from the surrounding soil into a pit excavated for the project. Staff confirmed the two existing fuel oil lines were not leaking and there was no evidence of any oil substance discharging from the site. Staff has contacted the Iowa Department of Natural Resources (IDNR) to report the findings of the leak and is working with IDNR to ensure proper actions are taken to remediate the site and dispose of the material. A pin hole leak was found in the fuel oil supply pipe going to CT2. The pipe has been isolated and will be replaced. Change Order No. 1 was completed on November 2, 2023 in the amount of $46,056.43, for additional work due to handling the contaminated soil and ground water and finding the source of the fuel oil. Modern has removed a portion of the contaminated soil as a result of the leak. Staff has contacted the Iowa Department of Natural Resources (IDNR) to report the findings of the leak and is working with IDNR to ensure proper actions are taken to remediate the site and dispose of the material. THIS ACTION: Change Order No. 2, a not-to-exceed amount of $35,000, is being requested to continue excavating and removing oil-contaminated soil. There is more contaminated soil than what was originally estimated and the amount of buried piping and conduit in the area is causing the excavation to progress at a slower rate. The not-to-exceed amount of $35,000 will allow for an additional two weeks of removing the contaminated soil and ground water to complete the site cleanup. Funding for this project is available in the FY 2023/24 Power Plant Operations and Maintenance Budget, Building Maintenance budget. 115 ALTERNATIVES: 1. Approve Change Order No. 2 in the amount of $35,000 to Modern Piping, Inc. of Cedar Rapids, IA, to complete the site cleanup, bringing the total contract total to $472,756.43. 2. Do not approve the requested change order. CITY MANAGER'S RECOMMENDED ACTION: The contaminated material found while performing the pipe replacement project must be immediately removed and the site properly remediated to ensure no harm to surrounding area and continued compliance with state and federal requirements. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 116 To:Mayor and City Council From:City Clerk's Office Date:November 14, 2023 Subject:Contract and Bond approval Item No. 22 MEMO There is no Council Action Form for this item. City Council approval of the contract and bond for the project is simply fulfilling a State Code requirement. /cmw City Clerk's Office 515.239.5105 main 515.239.5142 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org 117 ITEM #:23 DATE:11-14-23 DEPT:Public Works SUBJECT:2022/23 & 2023/24 AMES PLAN 2040 WATER UTILITY INFRASTRUCTURE - (LINCOLN WAY & US HIGHWAY 69/SOUTH DUFF) COUNCIL ACTION FORM BACKGROUND: This program involves extension of public water infrastructure into areas identified for future growth and development in Ames Plan 2040. By installing the water system improvements proactively, land in the adopted growth tiers can more easily be developed. This project includes extending a new 12” water main along Lincoln Way from Wilder Blvd. to County Line Road and 14” water main along US Highway 69 from Ken Maril Road south to the edge of the growth tier. (See attached map) On February 28, 2023, City Council awarded a contract to Thorpe Contracting, LLC, of Adel, Iowa, in the amount of $705,672. Throughout the project, three change orders were approved. Change Order No. 1 was administratively approved by City staff in the amount of $36,040. Change Order No. 2 was approved by City Council in the amount of $122,970. Change Order No. 3 (balancing) is an increase in the amount of $9,272, which reflects the actual measured quantities completed during construction. Construction was completed in the amount of $873,954. Revenues and expenses associated with this program are estimated as follows: Program Revenues Expenses 22/23 American Rescue Plan Act (ARPA)$ 320,000.00 23/24 American Rescue Plan Act (ARPA)$ 759,680.50 Construction $873,954 Engineering/Administration (Est.) $ 31,093 Total $1,079,680.50 $905,047 ALTERNATIVES: 1. Accept the 2022/23 & 2023/24 Ames Plan 2040 Water Utility Infrastructure - (Lincoln Way & US Highway 69/South Duff) project as completed by Thorpe Contracting, LLC of Adel, Iowa in the amount of $873,954. 2. Direct staff to pursue changes to the project. CITY MANAGER'S RECOMMENDED ACTION: This project is funded by ARPA grant monies to extend pioneer infrastructure to one of our growth areas. It was completed in accordance with the approved plans and specifications. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 118 A &É !( A!(!(!(!(A!( !(!(A A !(A A A A A A !) &É !( &É !( !(!(&É&É A A !( !( &É ( (( (( (( (( (( ( (((( (( ( ( ( ( ( (( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( G!.G!. G!. G!. G!. G!. G!. G!. G!. G!. G!. G!. G!. G!. WI L D E R L N WI L D E R P L WI L D E R A V E NORRIS ST DURANT ST WI L D E R B L V D LINCOLN WAY SCHUBERT ST S 5 0 0 T H A V E N 5 0 0 T H A V E LINCOLN HIGHWAYLINCOLN HIGHWAY ¯1 inch = 244 feet 2022/23 Water SystemImprovements Project Location Lincoln Way - Wilder to 500th Ave 119 A A A A A A A A A!( (A(( ( ( A (( !(!(!(!(!( &É !(!( !(( ( ( ( G!. G!.G!.G!.G!.G!. G!. G!. G!.G!.G!.G!.KEN MARIL RD £¤69 ¯1 inch = 494 feet 2022/23 Water SystemImprovements US HWY 69 Project Location 120 ITEM #:24 DATE:11-14-23 DEPT:P&R SUBJECT:CONTRACT COMPLETION FOR EMMA MCCARTHLY LEE PARK TENNIS AND PICKLEBALL COURTS RENOVATION PROJECT COUNCIL ACTION FORM BACKGROUND: This project included converting two of the four tennis courts at Emma McCarthy Lee Park, 3400 Ross Rd., into six dedicated pickleball courts. The project also included crack repair on the entire court surface, resurfacing the entire tennis court and pickleball surface with corresponding boundary markings, and installation of posts and nets. Additionally, markings for four additional pickleball courts were installed on the remaining tennis courts, bringing the number of pickleball courts available for use to 10. Portable nets will need to be used for pickleball on the four additional courts. City Council awarded the contract to Upper Midwest Athletic Construction, Inc., Andover, Minnesota on March 14, 2023, in the amount of $76,375. Upper Midwest Athletic Construction Inc. completed the work on September 29, 2023. Total available funding for the project was $126,700. Total project costs are shown below. Project Costs Amount Court surfacing $ 76,375 Owner provided items (net posts, nets, anchors)$ 6,390 Fencing $ 18,940 Engineering $ 13,500 Total Project Costs $115, 205 ALTERNATIVES: 1. Accept completion of the contract for the for the Emma McCarthy Lee Park Tennis and Pickleball Courts Renovation Project with Upper Midwest Athletic Construction Inc., Andover, Minnesota, in the amount of $76,375. 2. Do not accept completion of the contract for the Emma McCarthy Lee Park Tennis and Pickleball Courts Renovation Project with Upper Midwest Athletic Construction Inc., Andover, Minnesota, in the amount of $76,375. 3. Refer back to staff. CITY MANAGER'S RECOMMENDED ACTION: Pickleball is one of the fastest growing sports in America and currently players in Ames are utilizing tennis courts that have pickleball lines painted on them. This project addressed a need in the community by providing designated regulation pickleball courts and nets while still providing two regulation tennis courts at Emma McCarthy Lee Park. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as noted above. 121 ITEM #:25 DEPT:P&H November 14, 2023 Staff Report REVIEW OF CITY ZONING APPROVAL AND EXCEPTION PROCESS BACKGROUND: City Council initiated a referral to staff on July 27 to identify processes and/or standards that allow for staff to address approval of development projects with flexibility for determining compliance with standards. The genesis of the referral relates to the number of individual requests for zoning text amendments that often are an issue for one development rather than a broader policy issue. Making these types of changes is time consuming and impacts standards that apply city-wide. This report describes the permit approvals and zoning text amendment trends along with options discussing how flexibility in the application of standards may be appropriate. Development approvals are generally categorized as legislative (policies and ordinances where the City has full discretion to decide the standards), quasi-judicial (project review and judgment of conformance to established criteria), or ministerial (administrative review/compliance determinations where there is minimal discretion to interpret the intent of the standards). Iowa Code Chapter 414 specifically defines legislative and some quasi-judicial functions for City Council, and other specific quasi-judicial approvals such as variances for the Zoning Board of Adjustment (ZBA). State law leaves other quasi-judicial and ministerial approvals to be defined by the governing body. Generally, zoning-related approval processes are based upon the need for public awareness and participation, application of and interpretation of standards, and the actual project approval criteria to ensure the general welfare of the community is maintained. Flexibility can be included at the rezoning/legislative approval process with the PUD types of approvals, or flexibility can be permitted to some degree with the quasi-judicial process through design and site plan reviews. Attachment A includes a table of the City’s permit types and average annual number of approvals. DEVELOPMENT APPROVALS: Zoning standards cannot be arbitrary or capricious, meaning that they are typically uniform in their application and there are limitations on individual waivers of standards. The most flexible zoning styles rely on systems of performance criteria and built-in exception standards through public hearing and review processes that subjectively judge the merit of a proposal. Alternatively, zoning styles can be very objective with little room for interpretation. This is done to make very predictable outcomes for projects and increased efficiency. The City's current zoning is intentionally rigid in its application with latitude granted for exceptions mostly limited only to traditional rezonings with Planned Unit Development (PUD) types of developments. This zoning style was adopted in 2000 to increase the predictability of project review with primarily staff approvals. The City’s zoning has a high level of predictability, but offers 122 limited variations or flexibility to standards, except for those issues expressly defined in the Zoning Ordinance. Although Ames relies heavily on staff approvals of projects, many communities require site plan review to be approved by the Planning and Zoning (P&Z) Commission, Design Review Board, and/or the City Council. Outside of a rezoning with a PUD process, site development and design review can offer some flexibility to a project that has a public review and may use design guidelines along with basic zoning standards to determine project compliance with criteria. For example, commercial buildings and apartments are reviewed by the Ankeny P&Z Commission with an appeal option to Council. Ankeny also relies on PUDs for almost all residential development, which creates development-based standards agreed to for each project through the hearing process. The successful Prairie Trail development is a version of PUD with very specific single family architecture and design guidelines originally approved by their Council, but administered by staff. Staff administers Ankeny's permitting and minor modifications to the design review approvals by the Commission and Council. In contrast to the public hearing process of design review mentioned above, there are some limited situations where cities use design review at the staff level and at higher level Board review to administer flexibility with exceptions. Des Moines and Cedar Rapids are two examples discussed in greater detail later in this report and Attachment C. Although the City of Ames has primarily objective requirements, the City applies flexibility in the following manner. City Council has authority to approve zoning text amendments, subdivision waivers, major site development/master plans for landscaping design and layout, and PUD zoning for residential development. The Zoning Board of Adjustment considers variances, which have a high bar for approval under state law, and specific limited number of minor area modifications as exceptions to setback and site improvements. Staff ’s discretion is mostly limited to unique conditions related to landscape features, improvements to nonconforming sites, and other limited changes affecting already developed sites. Within the past five years, small elements of flexibility have been added to the Zoning Ordinance for PUDs, minor amendments by staff, landscaping alternatives, equipment screening exceptions, and parking lot configurations. ZONING TEXT AMENDMENTS: When a developer identifies an issue or concern with how a zoning standard impacts their project, the only alternative is to approach City Council requesting a change of the Zoning Ordinance. Based upon anecdotal comparison to other communities, staff's impression is that the City of Ames seems to have a high number of zoning ordinance changes driven by individual requests. Staff categorized by topic the zoning text amendments approved by City Council since 2015 (Attachment B). Since 2015, developers requested 51 zoning text amendments, with City Council ultimately approving 42 text amendments. An additional 27 text amendments were presented and approved by the Council at the request of staff. City Council elected to not move forward with only 9 of the developer related requests during this time period. Of the 42 developer requests approved by City Council, the most common changes related to setbacks, parking, and the CSC/DSC zoning district development standards (19 text 123 amendments). From staff ’s assessment, the amended standard had a larger range of variation for the numeric or quantitative standards, e.g., anywhere from 1% to 30+%. The next most common developer issue was related to allowable uses (8 text amendments). Based upon the review of the numeric standards, a significant amount of flexibility to staff or a board would be needed to have minimized the number of text amendment requests. However, no use-based requests could likely be delegated to staff for an ad hoc decision with flexibility for interpretation by staff. Use-based changes would best be suited to intentional zoning district updates to address use concerns for a broad area instead of one developer. OTHER CITIES: As discussed above, many cities rely on public hearing approval processes for larger project approvals. Cities often have “exceptions” defined for review by the Zoning Board of Adjustment as well, the same as Ames. Staff discretion is also limited similar to Ames with a notable exception of Des Moines and to a lesser degree Cedar Rapids and Iowa City. Upon discussion with Iowa City staff, the exceptions are narrow in scope and not broadly applicable. Therefore, staff evaluated the processes in Des Moines and Cedar Rapids in greater detail (Attachment C). Des Moines has the most far-ranging options of exception with essentially an allowance for staff to approve "Level 1" (commonly up to 30% changes) exceptions from any numeric requirement. There is a greater allowance for a "Level 2" exception, which requires Planning Commission approval. Notably, Des Moines applies more of a “form based” design approach to its zoning that requires specific architectural features and building forms in addition to the typical quantitative standards for setbacks, landscape percentage, parking, window percentage etc. Des Moines also has single family home design review for the entire City. To facilitate this process, Des Moines separately administers its zoning and site development chapters. The zoning standards relate to uses and review authority for variances with the Zoning Board of Adjustment while the site development chapter has review of exceptions through Planning Commission and City Council. As City staff understands the Des Moines process, by practice the administrative exceptions are granted routinely and little judgement of the need or benefit of the exception as they apply to common single- family home development reviews. However, the approach is different for new development sites where exceptions are evaluated for merit and overall trade-offs for other enhancements in building or site design to meet the design intent goals of the standards. Cedar Rapids has some similar options for certain types of standards for staff to grant exceptions. It appears this process also applies primarily within more form-based zoning districts and in commercial areas. The Cedar Rapids criteria for approval appear to require staff to evaluate the need and benefit, making granting the exceptions less automatic compared to Des Moines. OPTIONS: Staff understands the minor issues, such as the Ames Ford vehicle charger exception, can hamper some projects and are of little consequence to the City overall. Having an option for some discretionary relief of minor issues, especially for existing sites, could be valuable. Currently, minimal discretion is afforded to staff to make allowances based upon design review or unusual circumstances. Examples of staff discretion include application materials, specified landscaping variations, mechanical equipment screening, minor amendments to City Council approved Major Site Development Plans, and the village architect role for Somerset. 124 Due the defined process of Iowa Code Chapter 414, many cities operate in a manner consistent with that of Ames for the division of responsibilities between staff, ZBA, and City Council. However, the details can vary, with many cities requiring more City Council approval of site plans for multi-family and commercial development than Ames requires. Some cities have specific design review boards or roles for the P&Z to limit the need for City Council reviews once a site has zoning. Ankeny is an example of this approach. The number of Zoning Text Amendments processed in Ames is abnormal from staff ’s experience in other communities. Staff believes the high number of text amendments is indicative of one of three things: 1) a Code is out of date and does not address current needs (not preferences), 2) there is lack of support for standards (preferences), or 3) the standards are too specific to be workable. Staff ’s review of the Zoning Text Amendments adopted in Ames typically align with preferences for developments to meet standards that are less stringent than the adopted ones, as opposed to unworkable or need-based issues. Based on the categorization of text amendments in Attachment B, it is difficult to determine what type of administrative exception process would have resulted in significantly fewer requests in the past. However, adding a limited percentage exception option or some qualitative review flexibility at staff level could address comments regarding the rigidity of zoning standard and facilitate a smoother customer experience. Below are four broad options to help City Council think about different approaches that could create more flexibility than currently exists or updates zoning standards: Option 1: Allow for staff approval of a 20% reduction/increase in a numeric standard of base zone based upon impractical conditions or alternative design features. Examples would include parking, setbacks, planting quantities, Floor Area Ratio, Landscape Coverage, setbacks, or height. It could not be used to defeat a minimum dimensional standard, such as screening height, that would render a result that does not meet the intent. Additionally, this language would not allow for a 20% reduction to all limitations on a site carte blanche; it would only apply to variations that are necessary to address site conditions applicable to facilitating the project. Appeals of staff decisions would be only by the property owner and would be addressed by the ZBA as part of the City's current ordinance language. Option 2: Allow Planning and Zoning Commission approval of all Major Site Development Plans, plus a 30% reduction to a minimum/maximum requirements and substitution of materials or design guidelines alternatives. This option allows the P&Z Commission to approve a wide range of variations to standards and requirements through a noticed hearing process. It would also include more subjective design element relief. The greater latitude is based upon the public notice requirement. Appeal of the decision by either the developer or the public would be to the City Council. Option 3: Update Zoning District standards for commercial zoning districts to address intended design features, materials, site layout, and uses with options for variations to address alternative compliance, pedestrian-oriented features and design, and impractical conditions. This strategy would be more comprehensive than the first two by updating the City's standards to align with Plan 2040 objectives and implementation. As part of the updates, the Council could describe its desired level of flexibility for staff, while language clarifying the intent could be added to the standards for site plan review, similar to either option 1 or option 2. 125 Option 4: Update General Zoning and Development Standards for all zoning districts for common development issues identified by Council. This strategy would attempt to address the most common complaints about City standards that staff receives during DRC. Through the Development Review Committee (DRC) process, planning staff believes the most common zoning standards discussed by applicants for flexibility are landscaping trees, building materials/design features (if required by base zoning district), industrial parking rates, equipment screening, walkway connections, and sidewalk construction. For single-family subdivisions, the Floating Suburban (FS) standards for 10% usable open space, along with the 600-foot block length standard, are the most common design issues. STAFF COMMENTS: As noted above, it is difficult to identify specific issues where administrative relief or exceptions would substantially minimize Council involvement in minor development issues. Having some additional types of flexibility is likely beneficial to resolve minor issues for existing sites where additions or modifications are proposed. However, the Council should be aware that policy questions regarding the intent or meaning of certain standards in the City's ordinance will always be at issue. Clear expectations for exceptions and their criteria are necessary to support any flexibility afforded to staff. During development review, staff is pressed into positions to generally reduce expectations that are categorized as being “flexible,” compared to a give-and-take process or focusing on a qualitative basis of a performance-based outcome. This is partially due to the objective nature of our current code language. Staff believes a balance of assessing the needs and benefits of flexibility for a project can be achieved at the staff level in many instances, unfortunately, this puts the onus on a single staff member for these case-by-case decision rather than a reliable standard or public design review process to judge compliance. Staff believes a comprehensive adjustment of standards to contemporary methods and design interests that include some new flexibility at the staff level has the most merit of the options described above (Option 3). However, this is the most time-consuming commitment depending on outreach efforts. If Option 3 is selected, the task would be broken down into first updating or editing the standards, City Council review and acceptance, and finally consideration of any property rezonings for an actual change of zoning. Options 1 and 2 allow for different types of relief and can be implemented regardless of significant updates to zoning standards as described in Option 3 or Option 4. 126 A achment A The following tables iden fy project/applica on types and their associated review authority. *calendar years including to date in 2023 Applica on Types-City Council approval Authority Local Required State Law Required No ce Required 3-yr # Avg. Approvals* Zoning Map Amendment Leg. X State Yes 5.7 Plan 2040 Amendment Leg. X Local Yes 0.3 Zoning Text Amendment Leg. X State Yes 8 Development Agreements/Contract Rezoning Leg. X X NA/State Yes 2 Preliminary Plats QJ X Local Yes 3 Annexa ons Leg. X State Yes 2 Major Site Dev. Plans (Not PUD/PRD) QJ X Local Yes 1.5 Master Plans Rezoning PUD or PRD (may delegate certain elements to staff) Leg. X X State Yes 1 Final Plat QJ X None 7.6 Urban Renewal Area/TIF New/Amended Leg. X State Yes 1 Urban Revitaliza on Areas New/Amended Leg. X State Yes .3 Urban Revitaliza on Final Project Approvals/verifica on Leg. X None 1.5 Façade Grants QJ X None 2 Parking Agreements QJ X None 1 Staff Approvals-No no ce required 3-yr # Avg. Approvals* Minor Site Development Plans- Apartments, Commercial, Industrial, Ins tu onal 25 Zoning Permits-Wireless Facility, individual buildings, storage, landscaping, parking changes, etc. 7 Minor changes to Council approved Plans - Major Site Plans/PUD/PRD 2 Flood Plain Permits 15 ZBA Authority-No ce required 3-yr # Avg. Approvals* Appeal of Staff Decision 1.5 Variances 2 Excep on (setbacks, parking, etc.) 1 Special Use Permit 4 127 Zoning Design Standards Text Amendments Total Zoning Text Amendments Applicant Initiated Staff Initiated DSC CSC (Includes FAR & Bldg. Height Amendment)3 3 Non Residential Parking (General)7 6 1 Bicycle Parking 1 1 Fences Only 1 1 Landscaping Standards 4 1 3 Solar Energy 2 2 Setbacks (general)5 5 PUD Affordable Parking 1 1 Self Storage/Mini Storage Standards (Includes height)2 2 Wireless Facilities Standards(state law change)1 1 Trash & Recycling Enclosures 1 1 Vehicle Chargers 1 1 Vehicle Chargers Landscape Exception 1 1 Accessory Buildings (Garages & Garage Doors, sheds)2 2 Setback Extensions into/exceptions 3 2 1 Visibility Triangle 1 1 CSC Façade Materials 1 1 CSC Midblock 20'1 1 New Base Overlay Zones Created (RI, DGC, II. L-OMU & PUD)5 2 3 NC General Development Standards related to Downtown Fareway Rezoning 1 1 Commercial Uses in PUD 1 1 PRD Front Yard Parking 1 1 Parking (Single-Two Family Residential)2 1 1 Multiple Bldgs On Lots 1 1 RI Building Accessory Bldg Exclusions 1 1 Other Text Amendments Exceptions standards for parking lot and landscaping 1 1 Code Cleanup 1 1 Flag Lots 1 1 Appeal & Approval Standards Update 1 1 Deferal on Development and Demo Moratorium 1 1 Mixed Use Parking Correction 1 1 Group Living Correction RL/UCRM 1 1 Use Based Text Amendments Dog Grooming 1 1 128 Day Care Home Occupation Permitting 1 1 Dry Cleaning & Laundry in HOC 1 1 GI- Sports Practice/Gymnastics 1 1 Guest Lodging (AirBNB)1 1 Funeral Homes in DSC Institutional 1 1 Home Occupations (state law change)1 1 Short Term rentals (state law change)1 1 Temporary Waste Processing Special Use 1 1 Two-Family Preexisting Definition 1 1 Dwelling House (Attached) within PRD (Trinitas)1 1 Supervised Transitional Living Use 1 1 TOTALS 69 42 27 129 Des Moines Des Moines has an allowance for what is known as a Design Exception, which is approvable by City Staff. This Administrative design relief option gives City Staff the authority to approve, when appropriate, certain exceptions to the general design standards across the City. Des Moines has adopted a form-based code which is a way of governing the design of sites based on elements such as surrounding neighborhood character and street typology. While this is different from the type of zoning ordinance Ames has, many site design elements and principals still apply such as requiring a minimum amount of parking, landscaping, setback distance, accessory structure placement, lighting and signs. The Des Moines process generally treats new sites with a more restrictive approach when considering a request for relief as opposed to a pre-existing site that often has more non- conforming elements. On new sites, relief is typically only granted based on a trade-off where the developer provides an element of site design that meets or exceeds what staff believes is appropriate in that particular case in exchange for being granted relief. The highlights below are not an exhaustive list. Highlights of the various exceptions allowed include: • Decreases to side and rear setbacks by 30% or 1 foot, whichever is greater. • Increase maximum impervious coverage allowance by up to 30%. • Allow an increase or decrease in maximum or minimum building heights by up to one foot. • Allow an alternative to parking lot geometrics not to exceed 30% of a numerical standard subject to review by the Director. • No more than 30% increase above maximum parking -or- decrease of 30% below minimum parking. • 30% deviation from required Building Form Design. (Façade, roof form) • 30% relief from minimum Landscaping and Screening Design. • Applicable equivalent to sign placement and size, mechanical and trash enclosure placement. 130 Cedar Rapids Cedar Rapids has a provision for a Minor Design Adjustment. This allowance gives City staff the ability to grant relief of up to 10% from the numeric general design standards in certain common zoning districts such as Agricultural, Traditional and Suburban Zones (Residential & Commercial) and Industrial zones. This includes a provision that prohibits this allowance from applying to residential density or nonresidential intensity. There are additional adjustment allowances apart form the standard 10% listed below. Cedar Rapids reviews requests to staff for relief based on whether the proposed adjustment will not result in development that is inconsistent with the intended character of the district for the block face, including the applicant’s property or the block face immediately across the street(s) from the applicant’s property. The proposed adjustments must also result in a building and site design of equal quality and visual interest to the required by the application of the original form-based controls. Additionally, the requests cannot conflict with purpose and intent statements of the zoning ordinance, cannot have adverse affects on surrounding properties, will not result in land uses or structures significantly larger, more intense, or more congested than the majority of development in the surrounding area, and the design adjustment must be technical in nature and required to compensate for an unusual aspect of the site . The highlights below are not an exhaustive list. Highlights of the elements allowed for 10% design adjustments in Cedar Rapids include: • Adjustment to Landscaping Design • Adjustment to Building Façade Design & Materials where applicable. • Minimum Side and Rear Setbacks adjustment. • Adjustment to Parking Minimums or Maximums. Highlights of additional limited special adjustments allowed by staff include: • Additional building height by not greater than two feet or 5% • Minimum parking lot setback by not closer than 5 feet to a street • Required Building line allowed closer to a street by not more than 6” inches. • Allowances For Historic or Relocated Structures 131 ITEM #:26 DATE:11-14-23 DEPT:P&R SUBJECT:AWARD CONTRACT FOR AMES/ISU ICE ARENA COMPRESSOR COMPLETE OVERHAUL COUNCIL ACTION FORM BACKGROUND: The Ames/ISU Ice Arena opened in 2001. The ice making system was constructed with two compressors that circulate the refrigerant in order to make and keep ice year-round. Staff, along with Johnson Controls (JC), Urbandale, Iowa, has completed all manufacturer recommended preventative maintenance since opening the facility. One specific maintenance practice that is completed every four years, or 4,500 hours of operation, is a top end overhaul of each compressor. Typically, each compressor receives a top-end overhaul in alternating years, which allows the ice making system to remain in constant operation with at least one compressor available at all times. This past June, the entire ice making system was shut off for the first time in order for the sand floor below the ice to be releveled. Once the sand was releveled, the ice making system was turned on so staff could begin flooding and making a new sheet of ice. JC was scheduled to complete a top-end overhaul during the shutdown but was unable to do so due to undisclosed reasons. In late October, JC started the top end overhaul. While JC was in the process of completing the top end overhaul, JC determined the internal parts of the compressor had worn so much that it was impossible to put the same parts back in the machine and have it operate to original manufacturer specifications. JC notified City staff in late October that they had contacted the compressor manufacturer to determine a solution to get the compressor operational again. Staff was notified on November 6, that in order for the compressor to be operational, it would have to undergo a complete overhaul which includes installing new OEM (Original Equipment Manufacturer) parts. The total cost to complete the overhaul is $84,065. Staff discussed with JC to determine why the compressor failed, as it has been serviced on a regular basis and all top-end overhauls had been completed every 4,500 hours. JC said the typical lifespan of a compressor is approximately 20 years even with regularly scheduled preventative maintenance. This lifespan is shorter than the 30+ year lifespan staff has been told in the past. The compressor manufacturer no longer makes the Ice Arena’s specific model or a comparable compressor. The manufacturer offers a larger compressor, but would require a redesigned ice making system which at this time is infeasible. Unfortunately, this means the only option is to undertake a complete overhaul of the existing compressor. The complete overhaul is expected to extend the lifespan of the compressor approximately another 20 years. The Ames/ISU Ice Arena is operated as an Enterprise Fund and maintains an operational fund balance and a capital reserve fund (CRF) balance. The City and ISU annually contribute $40,000 each to the CRF and as of June 30, 2023, there is $240,353 available for capital replacements. A breakdown of the CRF for this fiscal year is shown below: 132 FY 2023/24 Ice Arena Capital Reserve Fund Summary Beginning Balance $ 240,353 Interest Revenue $ 800 City and ISU Contribution $ 80,000 Scheduled Projects ($ 141,046) Ending Balance $ 180,107 Since $20,000 for the top-end overhaul is already included in this year's scheduled projects, an additional $64,065 needs to be allocated to accomplish the complete overhaul of the compressor. With this reallocation, the ending balance in the CRF will be $116,042. ALTERNATIVES: 1. Waive the Purchasing Policies and Procedures requirement for competitive bids and award a contract to Johnson Controls, Urbandale, Iowa, to complete the Ames/ISU Ice Arena Compressor Complete Overhaul in the amount of $84,065. 2. Do not waive the Purchasing Policy and direct staff to solicit bids for the Ames/ISU Ice Arena Compressor Complete Overhaul 3. Refer back to staff CITY MANAGER'S RECOMMENDED ACTION: The Ames/ISU Ice Arena has been a quality facility since 2001 that provides multiple programming opportunities for all age groups for individuals in Ames and central Iowa. Fortunately, there is redundancy with the ice making system that allows ice to still be maintained with one compressor. However, the system was designed to have two compressors to maintain the ice. The compressor that is currently in operation was also installed in 2001 and was not meant to operate by itself for long periods of time. It is important that the compressor be fixed immediately because if the second compressor were to fail, the facility would not be able to make ice. The timeline to complete the work is approximately two to three weeks. JC is the most capable contractor to complete the work as it has been maintaining the ice making equipment since 2001. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 133 ITEM #:27 DATE:11-14-23 DEPT:P&R SUBJECT:AWARD CONTRACT FOR AMES/ISU ICE ARENA COMPRESSOR CONTROL PANELS REPLACEMENT COUNCIL ACTION FORM BACKGROUND: The Ames/ISU Ice Arena opened in 2001. The ice making system is operated by two control panels that were installed when the building was constructed. The controllers monitor the ice making system and communicate information to the compressors as to how they should operate. This past June, the entire ice making system was shut off for the first time in order for the sand floor below the ice to be releveled. Once the sand was releveled, the ice making system was turned on so staff could start flooding and making a new sheet of ice. The two ice making compressors work in tandem to make ice. Typically, one compressor is resting while the other one is working and they switch off at different set points depending on how much demand there is for cooling. After the ice was installed in September, it was identified that the compressors were short cycling, meaning they were not cooling down to their specified set points. Johnson Controls (JC), which has maintained the ice making system since the facility opened, determined that one of the controllers that operates one of the ice making compressors had failed. JC worked with the controller manufacturer and determined that the controller would need to be replaced as there are no replacement parts available to repair the current controller. Based on conversations with JC, there is still one functional controller on one of the ice making compressors. However, the functioning controller is showing signs that it is at the end of its life as well. The cost to replace both controllers is $74,200. Staff was under the impression that this equipment would last upwards of 30+ years, but unfortunately it appears that is not the case. The Ames/ISU Ice Arena is operated as an Enterprise Fund and maintains an operational fund balance and a capital reserve fund (CRF) balance. The City and ISU annually contribute $40,000 each to the CRF and as of June 30, 2023, there is $240,353 available for capital replacements. A breakdown of the CRF for this fiscal year is shown below: FY 2023/24 Ice Arena Capital Reserve Fund Beginning Balance $ 240,353 City and ISU Contribution $ 800 Scheduled Projects ($ 141,046) Compressor Complete Overhaul (Next Agenda Item)($ 64,065) Ending Balance $ 116,042 Since the cost of the control panels is $74,200, the ending balance in the CRF will be $41,842. 134 ALTERNATIVES: 1. Waive the Purchasing Policies and Procedures requirement for competitive bids and award a contract to Johnson Controls, Urbandale, Iowa, to complete the Ames/ISU Ice Arena Compressor Control Panels Replacement in the amount of $74,200. 2. Do not waive the Purchasing Policy and solicit bids for the Ames/ISU Ice Arena Compressor Control Panels 3. Refer back to staff CITY MANAGER'S RECOMMENDED ACTION: The Ames/ISU Ice Arena has been a quality facility since 2001 that provides multiple programming opportunities for all age groups for individuals in Ames and central Iowa. Fortunately, there is redundancy with the ice making system that allows ice to still be maintained with the current controller operating one compressor. However, the system was designed to have two controllers operating two compressors to maintain the ice. Both controllers were installed in 2001 and since one of them has failed, it is anticipated that the other controller is also near failure. It is recommended that both controllers be replaced in order for the system to run as it was designed. JC is the most qualified contractor to complete the work as it has been maintaining since the facility opened in 2001. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. This action will result in the available balance in the Ice Arena Capital Reserve Fund being reduced to $41,842. 135 ITEM #:28 DATE:11-14-23 DEPT:P&H SUBJECT:ZONING TEXT AMENDMENT FOR REDUCED AFFORDABLE HOUSING PARKING REQUIREMENTS COUNCIL ACTION FORM BACKGROUND: City Council reviewed a staff report on October 24, 2023, related to reducing the required minimum parking requirements for affordable housing developments. At that meeting, the City Council reviewed options for defining affordable housing, information regarding parking and car ownership, and parking utilization observations of developments within Ames. More background information can be found in the October 24 Staff Report. The City Council directed staff at that time to proceed with amending Ames Municipal Code Section 29.406 (Off-Street Parking) to create standards and define a two-tiered approach for both staff and Council to approve parking reductions for affordable housing developments. Per the City Council’s direction, staff has prepared an ordinance amendment (Attachment A). TEXT AMENDMENT: The proposed ordinance allows staff to approve a reduction to 1.0 space per unit for units with 2 or fewer bedrooms and a reduction to 1.5 spaces per unit for units with 3 to 4 bedrooms. This is a reduction in parking requirements for developments outside of a PUD, that require 1.0 parking space per bedroom for 2-, 3-, 4-, and 5-bedroom units and 1.5 spaces for a studio or 1-bedroom unit. This reduction would be permitted in developments where a minimum of 40% of the units are restricted to households with incomes below 60% of the AMI and meet other specific requirements in an agreement to provide affordable housing for a minimum of 30 years. The proposed ordinance also allows the City Council to grant additional reductions as low as 1.0 space per unit for developments with access to public transit (within one-quarter mile). The Council may also grant greater parking rate reductions for developments that are permanently committed to serving households with incomes below 30% of the AMI. For these developments, the ordinance prescribes no minimum for parking. City staff would be the primary approval authority for any proposed affordable housing agreement for reduced parking. In the event staff does not find the provided information to be satisfactory to ensure the project is a viable affordable housing project, the request can be forwarded to City Council for approval. Additionally, if the proposed affordable housing development is not subject to any compliance agreement with a state or federal agency, City Council approval would be required. The proposed ordinance requires an acceptable affordable housing agreement that dedicates the property to affordable housing for a minimum of 30 years. At the end of 30 years, the development may be converted to market-rate units without providing additional parking. 136 The current parking requirements, staff-approved reduction option, and Council-approved reduction options are summarized in the below table. Comparison of Current and Proposed Parking Requirements Current Parking Rates Staff Approved Reduction Council Approved Reduction for Transit Access Council-Approved Reduction for Extremely Low-Income (30% AMI) Households 1-bedroom Units 1.5 1 1 At Council’s Discretion 2-bedroom Units 2 1 1 At Council’s Discretion 3-bedroom Units 3 1.5 1 At Council’s Discretion 4-bedroom Units 4 1.5 1 At Council’s Discretion 5-bedroom Units 5 5 5 At Council’s Discretion PLANNING AND ZONING COMMISSION RECOMMENDATION: The Planning and Zoning Commission reviewed the proposed amendment at its October 4, 2023, meeting. The Commission’s discussion focused on two main issues: the 30-year affordability period prescribed by the ordinance (longer or shorter) and the parking requirement allowed with staff approval. The proposed rate was higher (1.5 spaces per unit for all unit types) when presented to the Commission. The Commission voted (5-2) to recommend the City Council allow staff to reduce parking requirements for affordable housing developments to 1.0 space per unit for units with 2 or fewer bedrooms and 1.5 spaces per unit for units with 3 to 4 bedrooms. The Commission also supported the City Council- approvable reduction options, and the terms of the affordability agreement, including the 30-year affordability period. The proposed ordinance matches the Commission recommendation. ALTERNATIVES: 1. Approve on first reading a text amendment for a reduced affordable housing parking requirements, as shown in the attached ordinance. 2. Approve on first reading a text amendment with alternative language. 3. Do not approve the proposed text amendment. 4. Request additional information from staff. 137 CITY MANAGER'S RECOMMENDED ACTION: The parking standards currently apply equally to market-rate and affordable housing developments. Based on staff ’s observations, the current parking requirements exceed the parking demand generated by income-restricted units. Staff believes the draft regulations will result in a reasonable reduction in parking requirements which may reduce the cost of affordable housing developments as well as provide more flexibility in site design, and thus meet the City Council’s goal to support the development of more affordable housing. Therefore, it is the recommendation of the the City Manager that the City Council adopt Alternative #1, as described above. 138 ORDINANCE NO. ________ AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY AMENDING SECTION 29.406 OFF- STREET PARKING THEREOF, FOR THE PURPOSE OF REDUCING THE MINIMUM OFF-STREET PARKING REQUIREMENTS FOR AFFORDABLE HOUSING DEVELOPMENTS; REPEALING ANY AND ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT OF SUCH CONFLICT; PROVIDING A PENALTY; AND ESTABLISHING AN EFFECTIVE DATE. BE IT ENACTED, by the City Council for the City of Ames, Iowa, that: Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is hereby amended by amending Section 29.406 as follows: “Sec. 29.406. OFF-STREET PARKING. (19) Reductions of Minimum Off-Street Parking Requirements for Affordable Housing Developments. (a) The minimum off-street parking requirement may be reduced as set forth in this section for a proposed affordable housing development upon approval of an agreement by the Planning and Housing Director or City Council, as appropriate. (i) The units for which the reduction is approved shall be restricted to households with a median family income less than or equal to 60% of the Area Median Income (AMI) of Ames, as adjusted for family size and determined annually by HUD. (ii) At a minimum to qualify for the reduction, 40% of the units shall be income-restricted to the 60% AMI level or less. (iii) The Planning and Housing Director may approve the reduction when the proposal includes a satisfactory: (1) configuration of units and bedrooms as family housing units; (2) affordable housing compliance agreement with a state or federal agency. If there is no agreement it requires City Council approval; (3) financial and operations plan demonstrating feasibility for the project addressing at a minimum: affordability levels, household income verification, and rent restrictions; and (4) affordability period of 30 years or more. The Director may forward to the City Council for approval any proposed reduction that they do not find satisfactory. (b) The affordable housing agreement shall: (i) Be executed by the property owner or owners and the City prior to issuance of any building permit. (ii) Be recorded and be binding on all successors and assigns of the property or properties involved. (c) Affordable housing developments with an approved agreement may have parking reduced as follows: (i) 1.0 parking space per unit for units with two or fewer bedrooms. (ii) 1.5 parking spaces per unit for units with three to four bedrooms. (iii) If the affordable housing units are located in a development with other units, such as market-rate units, or with other land use components, the reduced parking requirements shall only apply to the affordable housing units. The total required 139 parking shall be determined as the sum of parking requirements of the individual use components. (iv) At the end of the affordability period, the development may be converted to market- rate units without providing additional parking. (d) The City Council may approve additional reductions in parking for affordable housing developments in the following circumstances: (i) Developments that are permanently committed to serving households with incomes below 30% of AMI. Permanently committed includes projects that require City Council approval for a change of use. (ii) When a development is within approximately a quarter-mile walking distance of a public transit stop, Council may approve a reduction to 1.0 parking space per unit, regardless of bedroom count. The measurement shall begin at the intersection of the development’s property line with the sidewalk, access, or other public pedestrian path on the property nearest to the transit stop. The requirements of Section 29.406(19)(a-b) still apply to Council approvals, except for the parking rate.” 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 , 2023. ______________________________________ _______________________________________ Renee Hall, City Clerk John A. Haila, Mayor 140 ITEM #:29 DATE:11-14-23 DEPT:P&H SUBJECT:HEARING ON SALE OF CITY-OWNED LOT 1 (412 S. WILMOTH) IN THE BAKER SUBDIVISION TO HABITAT FOR HUMANITY OF CENTRAL IOWA COUNCIL ACTION FORM BACKGROUND: In 2015, as part of the City’s Community Development Block Grant (CDBG) Program, the City acquired a 10+ acre site located at 321 State Avenue (formerly the site of the Old Ames Middle School). The site was purchased to develop a subdivision that will support the affordable housing goals of the City as a mixed-income development, with a minimum of 51% of the homes affordable to low- and moderate-income households. The subdivision would consist of 27 buildable lots, 26 single-family lots, and one (1) lot for multi-family units (see attachment 1). In July 2022, the City of Ames, as the developer for the subdivision, completed the public infrastructure improvements (streets, water, sewer, electrical, sidewalks, including geothermal for the 26 single-family lots. The subdivision covenants were adopted in December 2021. The City is now positioned to develop the lots to construct single-family homes. As noted above, 51% (14) of the lots have to be available to low and moderate-income households. Habitat for Humanity of Central Iowa (HHCI) has approached staff with an interest in purchasing an additional lot in the Baker Subdivision. Staff and Habitat have identified Lot One (1), 412 S. Wilmoth, located along the south side of Wilmoth Avenue (see Attachment 1) as meeting HHCI's interest. This collaboration with Habitat for Humanity of Central Iowa would represent the eighth (8) endeavor between Habitat and the City of Ames in purchasing lots in the Baker Subdivision. Lots 2-7 were purchased earlier this year. This project will allow the City to continue to address one of its priority goals outlined in the 2023-2024 Annual Action Plan and the 2019-2023 CDBG Consolidated Plan, which is to increase the supply of affordable housing for LMI households. The City’s Finance Director has reviewed a draft of HHCI’s 2022 Annual Audit Report and finds it in good order, including the audit opinion. Therefore, staff has been working with the HHCI Executive Board and the City’s Legal Department to prepare the attached purchase agreement (including home construction specifications shown of attachment) for City Council review and approval. Highlights of the agreement included a sales price of $50,000, and an escrowed non-refundable down payment of $2,500 (5.0% of the purchase price for the property) with a completion and sales date to a qualified first-time homebuyer on or before May 31, 2026. 141 ALTERNATIVES: 1. Approve a purchase agreement for the sale of Lot One (1), 412 S. Wilmoth in the Baker Subdivision to Habitat for Humanity of Central Iowa. 2. Approve a purchase agreement for the sale of Lot One (1), 412 S. Wilmoth in the Baker Subdivision to Habitat for Humanity of Central Iowa with additional terms and conditions or modifications. 3. Direct staff to seek other buyers to purchase Lot One. 4. Decline to sell Lot One at this time. CITY MANAGER'S RECOMMENDED ACTION: The sale of Lot 1 (1), 412 S. Wilmoth in the Baker Subdivision to Habitat for Humanity of Central Iowa will assist the City in its efforts to continue to address the housing needs of low- and moderate-income first-time home buyers. The sale of this lot will complete the sale of all of the lots along the south end of S. Wilmoth to Habitat for construction of affordable housing. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1, as described above. 142 ATTACHMENT 1 143 Page 1 of 15 DO NOT WRITE IN THE SPACE ABOVE THIS LINE; RESERVED FOR RECORDER Prepared by: Mark O. Lambert, City of Ames Legal Department, 515 Clark Ave., Ames, IA 50010; 515-239-5146 Return to: Renee Hall, Ames City Clerk, Ames City Hall, 515 Clark Ave., Ames, IA 50010; 515-239-5146 AGREEMENT BETWEEN THE CITY OF AMES AND HABITAT FOR HUMANITY OF CENTRAL IOWA, INC., FOR NEW CONSTRUCTION UPON PROPERTY AT 412 S. WILMOTH, AMES, IOWA THIS AGREEMENT is made and entered into between the City of Ames, Iowa, an Iowa municipal corporation (“City”) and Habitat for Humanity of Central Iowa, Inc. (“Habitat”), an Iowa corporation. WHEREAS, the City has utilized community development block grant funds to acquire real property for construction or rehabilitation , or both, of a home to be used as owner-occupied housing for income-qualified homebuyers to further the goals and objectives of the City’s 2019-2023 Consolidated CDBG plan; and WHEREAS, Habitat also has the goal of providing safe and affordable owner-occupied housing to low-income home buyers and is willing to participate with the City in rehabilitation or or new construction, or both, of residential structures. NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS: I CITY’S OBLIGATIONS A.Purchase of Property. The City has secured the purchase of property legally described as Lot 1, Baker Subdivision, Ames, Story County, Iowa (also known as 412 S. Wilmoth Avenue) (hereinafter “Property”) and will retain ownership of that Property until sold to Habitat under the conditions described herein. Habitat shall construct the improvements in a manner complying with the requirements of the City Code, and in a manner that complies with the restrictive covenants upon the property. See Instrument No. 2022-00200 filed January 6, 2022, filed in the office of the Story County Recorder for the restrictive covenants. 144 Page 2 of 15 B. Access to Property. The City agrees to grant Habitat immediate and continuing access to the property for the purpose of construction of improvements upon the property. Access for the purpose of construction shall also be granted to Habitat’s agents. C. Technical Assistance. Upon request, the City will provide technical assistance to Habitat concerning compliance with the terms of this Agreement. D. Performance Monitoring. The City may inspect and monitor the performance of Habitat to determine its compliance regarding the performance standards of this Agreement. Substantial nonperformance, as determined by the City, constitutes noncompliance with this Agreement. In the event this occurs, the City shall notify Habitat of the noncompliance and provide a time limit to correct the noncompliance. E. Property Conveyance. The City shall convey marketable title to the property for and in consideration of Habitat’s completion of new construction on the property, payment of sums set out in Section II.A(1) and agreement to sell the property on or before May 31, 2026, to a qualified homebuyer, as set forth hereafter. II HABITAT’S OBLIGATIONS A. Compensation for Purchase. 1. Habitat agrees to pay the City of Ames $50,000.00 for the Property. Habitat agrees that it shall provide a non-refundable down payment of $2,500.00 (5.0% of the purchase price) for the Property. This down payment shall be placed into an escrow account as a pre-condition to Habitat being granted access to the Property and Habitat shall have its financial institution verify to the City within one (1) calendar week from the date of this signed agreement that the funds have been placed in an escrow account. The total of $47,500.00 shall be due at the time Habitat has completed all other requirements under this Agreement and acquires title to the Property. Habitat shall pay all transfer and recording expenses, includi ng t ransfer taxes, any permit fees and other expenses related to the conveyance of the Property. At the time of closing, Habitat shall pay to the City of Ames an additional amount equal to the cost of having an abstract produced for the property, which shall not to exceed $1,000, to reimburse the City’s expense in having an abstract prepared. All abstracting costs shall be the responsibility of Habitat, and not the City. 2. In Kind Compensation. Habitat agrees to provide all materials, labor and services as are necessary to construct the improvements upon the Property to the standards described in section II.B so that it is safe and habitable for residential use. 3. Property Improvements. Habitat agrees to complete all construction included on Attachment A by this reference made a part hereof. All property improvements shall be completed on or before April 30, 2026. Habitat further agrees that if it fails or decides to not to complete the improvements to the Property, the City of Ames will not reimburse 145 Page 3 of 15 Habitat for any cost incurred for any improvements made to the Property. 4.Property Maintenance and Utilities. Habitat shall be responsible for all maintenance for the Property (i.e., lawn care, snow removal, etc.) and shall have all utilities (electric, gas, water, and sewer) transferred into its name within one calendar week from the date of this mutually signed Agreement. 5.Property Taxes. Property taxes until transfer. of title to Habitat will be the responsibility of the City of Ames. B.Performance Standards. The Property shall be constructed in compliance with all applicable state and local building codes and regulations, including necessary building permits as required. The development of any architectural designs, if necessary, for the project shall be the responsibility of Habitat, subject to prior approval by the City. Habitat shall submit new construction plans to the Planning and Housing Department and Building Inspections Division for written approval before applying for a building permit. C.Completion of New Construction and Sale to Qualified Homebuyers. 1.City shall not convey title of the property to Habitat unless and until the following two actions have occurred: 1) the selected initial home buyer has been determined eligible by the City (Housing Division staff) and 2) the City has completed a final walk-thru of the property and verified that all design features as outlined in Attachment B have been completed satisfactorily. 2.The City shall provide to Habitat a list, comprised of several eligible applicants, for Habitat to utilize in selecting the initial home buyer. From the list provided by the City, Habitat shall provide within 120 calendar days prior to the construction completion date set herein, in a format prescribed by the City, provide the following documentation and information confirming that the selected initial home buyer: a) meets the eligibility requirements outlined by the City; and b) has an income that is at or below 80% of the Ames MSA (IA) income limits as established by HUD as outlined in Attachment B incorporated by reference into this Agreement. The Housing Division staff (utilizing CDBG program requirements), will reconfirm and verify the eligibility of the selected initial home buyer and notify Habitat in writing of that determination within 30 calendar days from the date of the received documentation. 3.Habitat shall within one (1) calendar week after the completion of the home construction of the property, schedule a final walk-thru with the City Housing Division to verify the construction of the property has been completed satisfactorily. Upon verification that the construction of the property has been satisfactorily completed, the City of Ames will schedule the closing date to convey title of the property to Habitat on or before April 30, 2026. 4.Habitat further agrees that it will include in its mortgage documents with an 146 Page 4 of 15 eligible buyer the following language: Borrower(s) covenants and agrees that in the event it shall desire to sell or convey the Property during the term of this Security Instrument, for a period of fifteen (15) years, the Borrower(s) shall first offer the Property to Habitat for Humanity of Central Iowa, Inc. (HFHCI), or HFHCI’s successor in interest, in the following manner: Borrower(s) shall serve notice in writing to HFHCI, or its successor in interest, by registered mail, return receipt requested. The notice shall indicate that Borrower(s) desires to sell the Property. The notice shall also contain an offer to sell the Property to Lender, or its successor in interest, upon the terms and conditions as set forth in the bona fide offer. For a period of thirty (30) calendar days after the receipt of the notice, Lender, or its successor in interest, shall have the right to purchase the Property for the same price on the same terms that the Property was sold to the Borrower(s). However, at the time of sale of the Property, all payments (excluding insurance, taxes and escrow payments used for the repair of the Property) and the added, appraised value of any permanent improvements (which have been approved by the Lender) to the property made by the Borrower(s) with their funds will be repaid to the Borrower(s). If Lender, or its successor in interest, fails to exercise the right to purchase set forth in this paragraph, Borrower(s) may sell or convey the Property to any party making a bona fide offer. In the event Lender timely notifies Borrower(s) that it elects to purchase the Property on the terms provided in the notice set forth in the preceding paragraph, Lender and Borrower(s) shall promptly, but no later than sixty (60) c a l e n d a r days after the date of notice from Lender to Borrower(s), execute such usual and customary documents as shall be required to consummate such transaction. 5. Habitat shall provide certification in a form acceptable to the City that the activities carried out under this Agreement will meet the objective of benefitting low- and moderate-income persons as defined in 24 CFR 570.208. Along with a copy of the mortgage documents sign between Habitat and the Home buyer. D. Completion Date and Terms. Habitat shall be permitted to commence construction as soon as their financial institution has verified to the City that the down payment has been placed into an escrow account. Habitat shall complete the con struction of t he Property by April 30, 2026. Habitat shall promptly sell the Property to qualified homebuyers on or before May 31, 2026. Within thirty (30) c a l e n d a r days after the closing of permanent financing and sale to the eligible homebuyers, Habitat, at its expense, shall have properly recorded 147 Page 5 of 15 any mortgage, security agreement, financing statement, purchase contract or similar document(s) required by the City. Habitat agrees to comply with all applicable federal, state and local laws and regulations governing the funds provided under this Agreement. E. Insurance. During the period of this Agreement, effective as of the start date of the project, Habitat shall, at its own expense, procure and maintain all-risk property damage and liability insurance. For the term of this Agreement, Habitat shall list the City as an additional insured on said property insurance. Property damage coverage shall not be less than the current market value of the Property. Liability coverage shall include contractual insurance as well as comprehensive form insurance and shall provide coverages of not less than $1,000,000 bodi ly injury per person, $1,000,000 bodily injury per occurrence and $500,000 property damage. Habitat shall furnish the City with a certificate of insurance. The insurance company providing the insurance must be licensed to do business in the state of Iowa and rated as A or better by A.M. Best. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party or reduced in coverage or in limits except after thirty (30) days prior written notice has been given to the City. The contractor shall also give at least thirty (30) days prior notice to the City, by certified mail, return receipt requested, of any coverage to be suspended, voided, canceled by either party or reduced in coverage or in limits. Habitat shall provide Workers’ Compensation insurance coverage, as required by Chapter 85 of the Code of Iowa, for all employees involved in the performance of this Agreement. Habitat shall furnish the City with certificates of insurance for all insurance required under this Agreement, upon request of the Housing Coordinator. F. Audits, Inspections and Records. 1. Prior to the transfer of title of the Property and annually thereafter, Habitat shall promptly furnish to the City for its review and approval a current audit of its annual financial statements. 2. Habitat shall promptly furnish the City and HUD with such statements, records, data and information as the City or HUD may reasonably request pertaining to this Agreement. 3. Habitat shall maintain all records for ten (10) years from the date of this Agreement that are pertinent to the activities to be funded under this Agreement including, but not limited to: a. Records providing a full description of each activity undertaken. b. Records required to document the acquisition, improvement, use or disposition of real property acquired or improved with CDBG assistance. 148 Page 6 of 15 c. Records documenting compliance with the fair housing and equal opportunity components of the CDBG program. d. Financial records as required by 24 CFR 570.502 and OMB Circular A-110. G. Homebuyer Records. Habitat shall maintain homebuyer data demonstrating client eligibility for services provided. Such data shall include, but not be limited to, a signed and dated verification of income statement, or other basis for determining eligibility, and a description of service provided. Such information shall be made available to City monitors or their designees for review upon request. During the term of this Agreement, any time during normal business hours, Habitat shall make available to the City, HUD and/or the Comptroller General of the United States, or their duly authorized representatives, all of Habitat’s records in order to permit examination of any audits, invoices, materials, payrolls, personnel records, conditions of employment and other data relating to all matters covered by this Agreement. Habitat shall submit a Homebuyer Completion Report at the close of the finished housing unit and/or sale to an income-qualified buyer. The completion report shall, at a minimum, include information relating to the final project costs and funding sources, and household characteristics as required by the City for reporting to HUD’s IDIS system. H. Notices. Habitat shall direct all notices, reports, insurance policies and other communications related to or required by this Agreement to the office of the City of Ames Department of Planning and Housing, Housing Coordinator, 515 Clark Avenue, Room 214, Ames, Iowa, 50010. Notice by both Habitat and the City shall be given by ordinary mail. Additionally, until completion of the project, Habitat shall submit quarterly reports describing progress of the project activities, which shall be due no later than ten (10) c a l e n d a r days after the end of the calendar quarter. I. NPDES Coverage. Habitat shall be solely responsible for all NPDES (National Pollutant Discharge Elimination System) requirements for the property from the date of this Agreement. Habitat shall sign the NPDES Agreement & Indemnity attached to this Agreement attached hereto as Attachment C. III NON-PERFORMANCE A. Performance Obligation. Until May 31, 2044, Habitat shall, in a manner satisfactory to the City, fulfill its stated purpose as outlined in II.E of this Agreement and provide continued service. 149 Page 7 of 15 B. Limitation on Resale. Habitat agrees the documents of the sale of the Property to the qualified initial home buyer outlined in SECTION II will include provisions to restrict any subsequent sales during the duration of this Agreement by imposing an agreed upon resale ratio that will ensure that the Property will be affordable to a subsequent home buyer who meets the income limits outlined in SECTION II of this Agreement. Habitat further agrees that if the Property is re sold to subsequent h o m e buyers during the twenty (20) year Performance Obligation, that they must meet the requirements as set forth in SECTION II, for the remaining period until May 31, 2044. Habitat shall immediately notify the City that the Property is for re-sale and following the procedures as outline under SECTION II. C. Limitation on Assignment. 1. Habitat shall not sell, assign or transfer any legal or equitable interest in the Property at any time prior to May 31, 2044, without written concurrence of the City. In event of an unauthorized transfer, Habitat shall repay to the City fair market value as of the date of that Habitat transferred the interest in the property, which shall be due in fully immediately. The fair market value of the property as of the date of the transfer shall be determined by an appraiser selected by the City at the expense of Habitat. If Habitat discontinues its program, Habitat shall repay to the City the fair market value of the property (land and any constructed improvements) as determined by an appraiser selected by the City at the expense of Habitat or show proof that the Property will continue to be occupied by an eligible household, as outlined in SECTION II of this Agreement. 2. In no case shall Habitat assign its mortgage to a qualified lending institution, or any other entity, prior to May 31 , 2044 , without the express written approval of the City of Ames. D. Discontinuance of Habitat. In the event Habitat discontinues its services prior to May 31, 2044, the value of the prorated portion of real and personal property (tangible and intangible) secured with the CDBG funds, if applicable, under this Agreement shall revert to the City. If said Property has been disposed of, Habitat shall reimburse the City in the amount of the current fair market value of the Property less any portion of the fair market value attributable to non-City CDBG funds. (Personal property includes, but is not limited to, equipment, furnishings and vehicles.) E. Default. In the event Habitat defaults in the performance or observation of any covenant, agreement or obligation set forth in this Agreement, and if such default remains uncured for a period of thirty (30) calendar days after notice thereof shall have been given by the City to Habitat (or for a period of sixty (60) calendar days after such notice if such default is curable but requires acts to be done or conditions to be remedied which, by their nature, cannot be done or remedied within such 30-day period and thereafter diligently and continuously prosecutes the same to completion within such 60-day period), the City may declare that Habitat is in default hereunder and may take any one or more of the following steps, at its option: 150 Page 8 of 15 1. By mandamus or other suit, action or proceeding at law or in equity, require Habitat to perform its obligations and covenants hereunder, or enjoin any acts or things which may be unlawful or a violation of the rights of the City hereunder, or obtain damages caused by Habitat by any such default. 2. Have access to and inspect, examine and make copies of all books and records of Habitat which pertain to the project. 3. Declare a default with the Home Ownership Agreement and make no further disbursements and demand immediate repayment from Habitat of any funds previously disbursed under the Home Ownership Agreement. 4. Take whatever other action at law or in equity which may appear necessary or desirable to enforce the obligations, covenants and restrictions of Habitat hereunder, including the recovery of funds. No delay in enforcing the provisions hereof as to any breach or violation shall impair, damage or waive the right of the City to enforce the same or obtain relief against or recover for the continuation or repetition of such breach or violation, or any similar breach or violation thereof, at any later time or times. F. Events of Default. The following, by way of specification but not limitation, shall constitute events of default of this Agreement between Habitat and the City: 1. The homebuyer has a principal place of residence at some place other than the Property. 2. The homebuyer causes or permits the Property to be damaged, in disrepair, the site of a public nuisance or otherwise the site of conditions that unreasonably interfere with the use and enjoyment of other properties in the vicinity, ordinary wear and tear excepted. 3. The homebuyer allows unauthorized persons to reside in the property without written approval by Habitat and the City of Ames. 4. The homebuyer abandons or ceases to occupy the property for more than 60 calendar days per year. IV ENVIRONMENTAL, ASSESSMENT, HISTORIC PRESERVATION AND LEAD BASED PAINT Habitat shall assist the City in complying with all applicable environmental assessments, historic preservation requirements of HUD and the State Historic Preservation Office of Iowa, and section 302 of the Lead-Based Paint Poisoning Prevention Act and HUD regulations thereunder (24 CFR, part 50) insofar as they apply to the performance of this Agreement. 151 Page 9 of 15 V ELIGIBILITY RESTRICTIONS FOR CERTAIN RESIDENT ALIENS (570.613) A. Restriction. Habitat agrees to comply with 24 CFR 570.613, which states that certain newly legalized aliens, as described in 24 CFR, part 5, subpart E, are not eligible to apply for benefits under covered activities funded by the City’s CDBG programs. “Benefits” under this section means financial assistance, public services, jobs and access to new or rehabilitated housing and other facilities funded through the City’s CDBG programs. “Benefits” does not include relocation services and payments to which displaces are entitled by law. B. Covered Activities. “Covered activities” under this section means activities meeting the requirements of section 570.208(a) that either: 1. Have income eligibility requirements limiting the benefit exclusively to low- and moderate-income persons; or 2. Are targeted geographically or otherwise to primarily benefit low- and moderate- income persons (excluding activities serving the public at large, such as sewers, roads, sidewalks and parks), and that provide benefits to persons on the basis of an application. C. Limitation on Coverage. The restrictions under this section apply only to applicants for new benefits not being received by covered resident aliens as of the effective date of this Agreement. D. Compliance. Compliance can be accomplished by Habitat obtaining certification as provided in 24 CFR, part 5, subpart E, evidencing citizenship or eligible immigration status. VI TERMINATION OF AGREEMENT FOR CAUSE If Habitat fails to fulfill its obligations under this Agreement in a timely and proper manner, or if Habitat violates any of the terms, agreements or stipulations of this Agreement, the City shall thereupon have the right to terminate this Agreement by giving written notice to Habitat of such termination, specifying the default or defaults, and stating that this Agreement shall be terminated thirty (30) days after the giving of such notice unless such default or defaults are remedied within such cure period. The City shall be obligated to make no payment due hereunder after it gives said notice unless the defaults are remedied within said thirty (30) day period. In the event of such termination, Habitat shall promptly repay to the City the full grant/loan amount or that portion of the amounts that have been disbursed to Habitat prior to such termination. VII TERMINATION OF AGREEMENT FOR CONVENIENCE 152 Page 10 of 15 This Agreement may be terminated in whole or in part upon the mutual agreement of the parties hereto, in which case the City and Habitat shall agree in writing upon the termination conditions, including the effective date, the disposition of contract amounts and, in the case of partial termination, the portion to be terminated. However, if, in the case of partial termination, the City determines that the remaining portion of the award will not accomplish the purposes for which the award was made, and the award is terminated in its entirety, Habitat shall promptly repay to the City the full grant/loan amount or that portion of the amount which has been disbursed to Habitat prior to such termination. VIII INTEREST OF CERTAIN FEDERAL AND OTHER OFFICIALS A. No member or delegate to the Congress of the United States, and no resident Commissioner, shall be admitted to any share or part of this Agreement, or to any benefit to arise therefrom. B. No member of the governing body of the City, no officer, employee, official or agent of the City, or other local public official who exercises any functions or responsibilities in connection with the review, approval or carrying out of the project to which this Agreement pertains, shall have any private interest, direct or indirect, in this Agreement. C. No federal funds appropriated under this Agreement shall be paid, by or on behalf of Habitat, to any person for influencing or attempting to influence a member of Congress, an officer or employee of Congress or any federal agency in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement and the extension, continuation, renewal, amendment or modification of any federal contract, grant, loan or agreement. D. If any funds other than federally appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress in connection with this federal agreement, Habitat shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. E. Habitat shall require that the language of this certification be included in the award documents for all sub-Habitats and that all sub-Habitats shall certify and disclose accordingly. IX CONFLICT OF INTEREST Habitat covenants that it has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services to 153 Page 11 of 15 be undertaken through this Agreement. Habitat further covenants that in the performance of this Agreement, no person having such an interest shall be employed by Habitat. X GRANTOR RECOGNITION All activities, facilities, and items utilized pursuant to this Agreement shall be prominently labeled as CDBG funded. In addition, Habitat will include a reference to the support provided herein in all publications made possible with funds made available under this Agreement. XI ASSIGNABILITY Habitat shall not assign or transfer any interest in this Agreement without the prior written approval of the City. Any assignment made without such consent shall be void. This Agreement shall be binding upon the parties and shall inure to the benefit of the successors and assigns of the parties hereto. XII HOLD HARMLESS PROVISION Habitat shall indemnify, defend and hold harmless the City, its officers, employees and agents from all liability, loss, cost, damage and expense (including reasonable attorney’s fees and court costs) resulting from or incurred by reason of any actions based upon the negligent acts or omissions of Habitat’s employees or agents during the performance of this Agreement. The City shall indemnify, defend and hold harmless Habitat, its officers, employees and agents from all liability, loss, cost, damage and expense (including reasonable attorney’s fees and court costs) resulting from or incurred by reason of any actions based upon the negligent acts or omissions of the City’s employees or agents during the performance of this Agreement. XIII SEVERABILITY CLAUSE If any one or more of the provisions contained in this Agreement are held to be invalid, illegal or unenforceable, this Agreement shall be deemed severable, and the remainder of the Agreement shall remain in full force and effect. XIV LIMITATIONS OF CITY LIABILITY – DISCLAIMER OF RELATIONSHIP The City shall not be liable to Habitat, or to any party, for completion of or failure to complete any improvements, which are parts of the project. Nothing contained in this Agreement, nor any act or omission of the City or Habitat, shall be construed to create any special duty, relationship, third-party beneficiary, respondent superior, limited or general partnership, joint venture or any association by reason of Habitat’s involvement with the City. 154 Page 12 of 15 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on this day of November 2023. CITY OF AMES, IOWA By John A. Haila, Mayor Attest Renee Hall, City Clerk STATE OF IOWA, STORY COUNTY, ss: On this _________ day of , 2023, before me, a Notary Public in and for the State of Iowa, personally appeared John A. Haila and Renee Hall, to me personally known, and who, by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Ames, Iowa; that the seal affixed to the foregoing instrument is the corporate seal of the corporation; and that the instrument was signed and sealed on behalf of the corporation, by authority of its City Council, as contained in Resolution No. 23- adopted by the City Council on the day of , 2023, and that John A. Haila and Renee Hall acknowledged the execution of the instrument to be their voluntary act and deed and the voluntary act and deed of the corporation, by it voluntarily executed. HABITAT FOR HUMANITY OF CENTRAL IOWA, INC. By Chris Brinkmeyer, Board President By Dan Nutini, Executive Director STATE OF IOWA, STORY COUNTY, ss: On this _________ day of , 2023, before me, a Notary Public in and for the State of Iowa, personally appeared Chris Brinkmeyer and Dan Nutini, to me personally known, who being by me duly sworn, did say that they are the Board President and Executive Director, respectively, of said corporation, that the seal affixed to said instrument is the seal of said corporation, or no seal has been procured by the said corporation, and that said instrument was signed and sealed on behalf of said corporation by authority of its Board of Directors, and the said Chris Brinkmeyer and Dan Nutini acknowledged the execution of said instrument to be the voluntary act and deed of said corporation by it voluntarily executed. Notary Public in and for the State of Iowa Notary Public in and for the State of Iowa 155 ATTACHMENT A - CONSTRUCTION PLANS [ATTACH CONSTRUCTION PLANS] A walk through pre-final inspection by the City will be required within 3-4 weeks prior to the construction deadline (on or before April 30, 2026). A final inspection will be required to verify that all items have been completed. Failure to adhere to these deadlines may cause the agreement to become null and void. 156 ATTACHMENT B 2023 80% of Ames (IA) MSA*** (subject to change) Family Size Gross Income Cannot Exceed 1 $59,600 2 $68,100 3 $76,600 4 $85,100 5 $91,950 6 $98,750 7 $105,550 8 $112,350 ***Metropolitan Statistical Area 157 ATTACHMENT C NOTICE OF PARTIAL TRANFER OF A STORM WATER DISCHARGE COVERED UNDER IOWA NPDES GENERAL PERMIT NO. 2 (and City of Ames Chapter 5A) FOR CONSTRUCTION ACTIVITIES & INDEMNIFICATION AGREEEMENT By this Notice of Partial Transfer and Indemnification Agreement (the “notice of Partial Transfer”) the City of Ames, (the “Transferor”), transfers both the NPDES General Permit No. 2 and all legal responsibility for NPDES compliance for the lots/parcels to the contractor building on such lots/parcels, Habitat for Humanity of Central Iowa, Inc., (the “Transferee” and/or “Contractor”). Transferor will retain NPDES General Permit Permit No. 2 responsibilities for parcels or lots not disturbed or built on by the Contractor. Transferee understands and agrees to become the sole responsible permittee for the lots/parcels which Transferee builds on. Transferee agrees to install and maintain stormwater best management practices in a way which complies with IDNR GP#2 and City of Ames Chapter 5A requirements. Transferee shall be solely responsible for compliance of stormwater runoff from such lot/parcels. Transferee shall further protect, defend, indemnify, and hold Transferor harmless from any claims, liabilities, fines, penalties thereof after the date of this agreement. Transferee understand that by executing this notice of partial transfer, it agrees to comply with all requirements governing the discharge of storm water associated with industrial activity for construction activities by Iowa Department of Natural Resources NPDES General Permit No. 2 and City of Ames Code Chapter 5A and certifies that it is aware that discharging pollutants from the storm water associated with industrial activity to waters of the United States is unlawful under the Clean Water Act where the discharge is not Authorized by NPDES Permits. Print Name of Transfer: _____________________________________ (Representative City of Ames) Signature of Transfer _____________________________________ (Representative City of Ames) Title: _______________________________________ Date: _______________________________________ Transferee Name: Habitat for Humanity of Central Iowa, Inc. Authorized Signature of Contractor: __________________________________________________ Print Name: _____________________ Title: ___________________________ Address: _________________________ City: Ames, Iowa Telephone No: ___________________________________ Email Address _________________________________ Address of Property Being Transferred: _________________________________________________________ 158 1 A 2 B 3 972 RE V I S I O N S DA T E PR I N T R E C O R D A1 0 0 SH E E T CO V E R S H E E T / L O C A T I O N PL A N C 20 2 3 HA B I T A T F O R H U M A N I T Y O F CE N T R A L I O W A , I N C . co n s t r u c t i o n @ h f h c i . o r g CO N T A C T : 30 KE Y E D N O T E R E F E R E N C E LE G E N D 1 A3 0 1 SE C T I O N B WI N D O W T A G VI E W DI R E C T I O N EL E V A T I O N 1 A3 . 0 DE T A I L / R E F . VI E W N U M B E R DR A W I N G S H E E T VI E W N U M B E R DR A W I N G S H E E T B GR I D L I N E FI R S T F L O O R +0 ' - 0 " FL O O R L I N E SH E E T I N D E X A1 0 0 C O V E R S H E E T / L O C A T I O N P L A N A1 0 1 O V E R A L L C O N C E P T G R A D I N G P L A N A2 0 0 B A S E M E N T / F O U N D A T I O N P L A N & F I R S T FL O O R P L A N A2 0 1 R O O F P L A N / S E C T I O N S / D E T A I L S A3 0 0 E X T E R I O R E L E V A T I O N S RO O M N A M E / N U M B E R 10 2 DR A W I N G S H E E T VI E W N U M B E R NE W R E S I D E N C E : B A K E R S U B D I V I S I O N - L O T 1 GE N E R A L N O T E S 1. M E C H A N I C A L A N D E L E C T R I C A L L A Y O U T A N D D E S I G N B Y SU B - C O N T R A C T O R S . C O M P L Y W I T H A P P L I C A B L E C I T Y O F A M E S B U I L D I N G CO D E . 2. A L L S T R U C T U R A L M E M B E R S I N C L U D I N G F L O O R J O I S T S A N D R O O F TR U S S E S A R E T O B E D E S I G N E D B Y S U P P L I E R ( L U M B E R Y A R D ) . ST R U C T U R A L M E M B E R S S H O W O N T H E F O L L O W I N G S H E E T S A R E S H O W N FO R G E N E R A L P L A N N I N G P U R P O S E S . 3. C O N T I N U O U S F O U N D A T I O N W A L L F O O T I N G S A N D F O U N D A T I O N W A L L S SH A L L F O L L O W C I T Y O F A M E S B U I L D I N G C O D E F O R S I Z E A N D RE I N F O R C I N G . ZO N I N G CI T Y O F A M E S C H A P T E R 2 9 : R L - R E S I D E N T I A L L O W D E N S I T Y Z O N E SE T B A C K S : FR O N T Y A R D @ 2 5 ' SI D E Y A R D ( O N E S T O R Y ) @ 6 ' ; 1 5 ' A T C O R N E R L O T RE A R Y A R D @ 2 0 ' FL O O R P L A N E X C E E D S 1 , 1 0 0 S F P E R S U B D I V I S I O N S T A N D A R D S AP P L I C A B L E B U I L D I N G C O D E S 1. T H E S T A T E O F I O W A A N D C I T Y O F A M E S A D O P T M O D E L C O D E S A N D ST A N D A R D S , A S D O M O S T C I T I E S A N D S T A T E S N A T I O N W I D E . T H E A D O P T E D MO D E L C O D E S A R E A M E N D E D F O R S P E C I F I C L O C A L D I F F E R E N C E S , S U C H A S CL I M A T E , F R O S T , S N O W , S E I S M I C , A N D W I N D C O N D I T I O N S , A N D AD M I N I S T R A T I V E P R O C E D U R E S . T H E A D O P T E D C O D E S A R E P A R T O F S T A T E AN D L O C A L L A W , A N D A R E E N F O R C E A B L E A S S U C H . T H E C O D E S A R E M I N I M U M SA F E T Y S T A N D A R D S F O R T H E C O N S T R U C T I O N O F B U I L D I N G S A N D T H E SY S T E M S T H A T A R E E S S E N T I A L T O T H E F U N C T I O N I N G D E S I G N O F B U I L D I N G S . TH E M O D E L C O D E S A R E A V A I L A B L E F O R P U B L I C V I E W A T T H E A M E S P U B L I C LI B R A R Y , C I T Y C L E R K ' S O F F I C E , A N D I N S P E C T I O N D I V I S I O N O F F I C E . T H E Y C A N BE P U R C H A S E D O N L I N E A T A L L M A J O R B O O K S E L L E R S A N D C O N S T R U C T I O N BO O K W E B S I T E S ( S O U R C E : C I T Y O F A M E S W E B S I T E ) 2. A P P L I C A B L E C O D E S ( N O T A C O M P L E T E L I S T ) : 2. 1 . C I T Y O F A M E S B U I L D I N G C O D E ( M U N I C I P A L C O D E C H A P T E R 5 ) 2. 2 . I N T E R N A T I O N A L R E S I D E N T I A L C O D E 2 0 1 5 E D I T I O N 3. I N T E R N A T I O N A L R E S I D E N T I A L C O D E C L I M A T E Z O N E : S T O R Y C O U N T Y , I O W A - ZO N E 5 A ( C H A P T E R 1 1 - E N E R G Y E F F I C I E N C Y ) HA B I T A T F O R H U M A N I T Y O F C E N T R A L I O W A , I N C . S. W I L M O T H A V E . LO C A T I O N P L A N NT S 2 NO R T H 41 2 S . W I L M O T H A V E N U E , A M E S , I O W A LO T 3 LO T 2 LO T 1 1 A3 0 1 VIE W DIR E C T I O N LO T 1 55 . 0 0 ' CO N C R E T E WI N D O W W E L L . LA N D S C A P E D AR E A NE W C O N C R E T E DR I V E W A Y NE W CU R B C U T P E R CI T Y O F A M E S ST A N D A R D S LO T L I N E NE W C O N C R E T E S I D E W A L K P E R CI T Y S T A N D A R D S OU T L I N E O F H O U S E BE L O W ( S E E FO L L O W I N G P A G E S FO R D R A W I N G S ) . AL L F O U N D A T I O N WA L L S T O B E WI T H I N S E T B A C K S BA C K S I D E O F H O U S E IS P R E F E R R E D T O B E A "W A L K O U T " B A S E M E N T ( S E E PL A N S ) . G R A D E S I T E A N D S E T TO P O F F O U N D A T I O N W A L L T O AC C O M M O D A T E " W A L K O U T " BA S E M E N T . SETBACK SE T B A C K LI N E SE T B A C K LI N E SE T B A C K LI N E 20'-0" SETBACK RO O F P L A N (S E E D R A W I N G S ) PR O J E C T G R I D L I N E S (S E E F O L L O W I N G PA G E S F O R D R A W I N G S ) LO T LI N E LO T LI N E EX I S T I N G G R A D E S A R E SH O W N A S A P P R O X I M A T E . CO N F I R M W I T H L A N D SU R V E Y O R I F N E E D E D . RE G R A D E S I T E A S N E E D E D . 4 A2 0 1 6' - 0 " SE T B A C K 4' C O N C R E T E SI D E W A L K T O FR O N T D O O R 4'-0" 25'-0" SE T B A C K LI N E 6' - 0 " SE T B A C K 55 . 0 0 ' 115.00' NE W S I D E W A L K TO T E R M I N A T E AT L O T L I N E FO R F U T U R E CO N N E C T I O N . LO T LI N E AP P R O X I M A T E L O C A T I O N O F BU R I E D G E O T H E R M A L P I P I N G (V I S I B L E A B O V E G R O U N D ) . ME C H A N I C A L C O N T R A C T O R SH A L L T R E N C H T O M E C H A N I C A L RO O M O F H O M E T O C O N N E C T PI P I N G T O N E W G E O T H E R M A L UN I T I N H O M E . H V A C CO N T R A C T O R I S R E S P O N S I B L E FO R F I N A L C O N N E C T I O N A N D PU R G I N G O F S Y S T E M . NO T E : E A C H L O T H A S I T ' S O W N DE D I C A T E D G E O T H E R M A L L O O P W I T H (2 ) , 3 0 0 F T . W E L L S W I T H A H E A T I N G CA P A C I T Y O F A P P R O X I M A T E L Y 3 T O N S PE R S Y S T E M . I T I S T H E H V A C CO N T R A C T O R ' S R E S P O N S I B I L I T Y T O CO N N E C T T O T H E E X I S T I N G GE O T H E R M A L L O O P O N S I T E . NO T E : N A T U R A L G A S I S N O T P R O V I D E D TO T H I S S I T E . O N L Y E L E C T R I C I S PR O V I D E D B Y T H E C I T Y O F A M E S . A L L EQ U I P M E N T A N D A P P L I A N C E S S H A L L BE A L L E L E C T R I C . FR O N T W A L L O F HO U S E A T SE T B A C K L I N E OV E R A L L S I T E P L A N C O N C E P T SC A L E : 1 / 8 " = 1 ' - 0 " 1 NO R T H (S E P A R A T E DR A W I N G SE T ) 41 2 S . W I L M O T H NE W R E S I D E N C E ( L O T 1 ) . SE E D R A W I N G S ON F O L L O W I N G P A G E S . NE W R E S I D E N C E BA K E R S U B D I V I S I O N LO T 1 - 4 1 2 S . W I L M O T H AM E S , I O W A SC O P E O F W O R K 1 0 / 1 1 / 2 0 2 3 (S E P A R A T E DR A W I N G SE T ) S. W I L M O T H A V E . ATTACHMENT A: CONSTRUCTION PLANS 159 RE V I S I O N S DA T E PR I N T R E C O R D A1 0 1 SH E E T C 20 2 3 HA B I T A T F O R H U M A N I T Y O F CE N T R A L I O W A , I N C . co n s t r u c t i o n @ h f h c i . o r g CO N T A C T : SC O P E O F W O R K 1 0 / 1 1 / 2 0 2 3 FI N A L G R A D I N G P L A N - P E R S U B D I V I S I O N 1 OV E R A L L C O N C E P T GR A D I N G P L A N NE W R E S I D E N C E BA K E R S U B D I V I S I O N LO T 1 - 4 1 2 S . W I L M O T H AM E S , I O W A 160 K-1533COMPLIMENTSHOWERSFRP 1 A 2 B 3 K-1533COMPLIMENTSHOWERSFRP 1 A 2 B 3 RE V I S I O N S DA T E PR I N T R E C O R D A2 0 0 SH E E T BA S E M E N T / F O U N D A T I O N PL A N & F I R S T F L O O R PL A N BA S E M E N T / F O U N D A T I O N P L A N - D A Y L I G H T B A S E M E N T S H O W N SC A L E : 1 / 4 " = 1 ' - 0 " 1 43 ' - 0 " 37'-0" 3' - 0 " UP 10 " D E E P T R E A D S 14 E Q . R I S E R S 5 FU R N A C E 3' - 0 " 3' - 0 " 3' - 0 " 12 ' - 0 " 14 ' - 0 " 5 5 FD WH SU M P BE D R O O M 0 0 1 BA T H R O O M 0 0 2 17 ' - 0 " 7'-4"24'-8"5'-0" 32'-0" 3' - 0 " 3' - 0 " 43 ' - 0 " 37'-0" BE D R O O M 1 0 0 BA T H R O O M 1 0 1 3' - 0 " BE D R O O M 1 0 2 KI T C H E N 1 0 3 3' - 0 " 16'-0" 16'-0" 3' - 0 " PO C K E T DO O R 3' - 0 " PO C K E T DO O R co n s t r u c t i o n @ h f h c i . o r g CO N T A C T : C 20 2 3 HA B I T A T F O R H U M A N I T Y O F CE N T R A L I O W A , I N C . FI R S T F L O O R P L A N - 1 , 1 0 0 s f SC A L E : 1 / 4 " = 1 ' - 0 " 2 DO W N 2' - 6 " 47 47 2' - 6 " 47 2' - 6 " UN E X C A V A T E D UN E X C A V A T E D 14 LA U N D R Y 1 0 4 GA R A G E 1 0 5 LI V I N G 1 0 6 FU T U R E B E D R O O M 0 0 3 FU T U R E F A M I L Y R O O M 0 0 4 3' - 0 " 47 47 10 " D E E P T R E A D S 14 E Q . R I S E R S TV / M E D I A WA L L 41 41 2' - 6 " 7' - 0 " 24 24 ' - 0 " 33 3 3 3 2 2 8 8 8 8 UP ST E P S 3' - 0 " 8 8 8 8 8 8 2 10'-0" 6'-2" VERIFY OPENING 2'-1"12'-9" 10'-0"2'-1" 11 ' - 6 12" 6' - 6 " 6' - 6 " 13 ' - 0 " 6' - 0 " WA S H E R DR Y E R 11'-4" CL O S E T 1 0 7 12 ' - 0 " 13 ' - 6 " 17 ' - 6 " 2' - 2 " 9' - 4 " 5'-0" 1 2 2 55 1 4 4 39 39 39 19 ' - 6 " T O R I S E R 7' - 0 " EP 5' - 0 " 4' - 6 " BL O C K O U T F O R G A R A G E D O O R / W A L K D O O R : V E R I F Y E L E V A T I O N W I T H EX I S T I N G G R A D E KE Y E D N O T E S / M A T E R I A L S L I S T 1 ST E P D O W N F O O T I N G A N D W A L L T O F U L L H E I G H T D E P T H 2 PA R T I A L H E I G H T G A R A G E F O U N D A T I O N W A L L O N C O N T I N U O U S 1 6 " X 8 " FO O T I N G ( F O O T I N G A T F R O S T D E P T H ) . R E I N F O R C I N G P E R C I T Y O F A M E S BU I L D I N G C O D E F O R W A L L A N D F O O T I N G . E M B E D B O L T S A T T O P O F W A L L FO R S I L L P L A T E A T T A C H M E N T . 3 5 8' T A L L F O U N D A T I O N W A L L O N 1 6 " X 8 " C O N T I N U O U S F O O T I N G . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E F O R W A L L A N D FO O T I N G . E M B E D B O L T S A T T O P O F W A L L F O R S I L L P L A T E A T T A C H M E N T . WA T E R P R O O F E X T E R I O R S I D E O F F O U N D A T I O N W A L L . 8 2" L E D G E F O R G A R A G E S L A B 9 CO N T I N U O U S F O O T I N G / T H I C K E N E D S L A B U N D E R W O O D F R A M E D W A L L . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E . P O U R W I T H B A S E M E N T FL O O R . 4 FO R M A - D R A I N A T F O O T I N G P E R I M E T E R - B O T H S I D E S ( T Y P I C A L F O R EN T I R E H O U S E P E R I M E T E R ) . 6 4" C O N C R E T E F L O O R O V E R V A P O R B A R R I E R A N D C R U S H E D R O C K . PR O V I D E U N D E R S L A B D R A I N A G E I N T O S U M P S Y S T E M A N D D I S C H A R G E IN C I T Y S T O R M S E W E R S Y S T E M . 7 BL O C K O U T F O U N D A T I O N W A L L F O R 4 ' X 4 ' E G R E S S S L I D I N G W I N D O W . 10 CO N C R E T E P I E R F O O T I N G S ( S O N O T U B E ) F O R F R O N T D E C K S U P P O R T . VE R I F Y S I Z E A N D L O C A T I O N P R I O R T O I N S T A L L A T I O N . 11 2 X 6 B E A R I N G W A L L ( S T U D S 1 6 " O . C . ) - U S E T R E A T E D S I L L P L A T E . L V L HE A D E R S A T A L L O P E N I N G S . 12 2 X 4 S T U D W A L L S @ 1 6 " O . C . 13 CO N C R E T E E G R E S S W E L L W I T H L A D D E R . P R O V I D E R O C K B E D A N D DR A I N A G E . V E R I F Y H E I G H T W I T H E X I S T I N G G R A D E . 14 FU T U R E W A L L S / F I X T U R E S / D O O R S 15 4" V I N Y L S I D I N G ( T Y P I C A L ) - C O L O R T B D . 16 TY P I C A L E X T E R I O R W A L L : S E E D E T A I L 17 TY V E K H O U S E W R A P 18 1" C O N T I N U O U S E X T E R I O R R I G I D F O A M B O A R D (R - 5 M I N I M U M P E R C O D E ) 19 12" O S B E X T E R I O R W A L L S H E A T H I N G 20 R- 1 3 M I N I M U M B A T T I N S U L A T I O N I N S T U D C A V I T Y 21 2 X 4 W O O D S T U D W A L L 22 23 12" D R Y W A L L I N T E R I O R F I N I S H 24 9' - 0 " W I D E B Y 7 ' - 0 " H I G H G A R A G E D O O R 25 HA N D R A I L S Y S T E M 26 27 28 29 ST O N E V E N E E R 30 WI N D O W S H U T T E R S ( S T Y L E T B D ) 31 TR I M ( C O L O R T B D ) 32 NO N - S T R U C T U R A L F R A M I N G A N D B R A C K E T S (F O R A E S T H E T I C S O N L Y N O N - L O A D B E A R I N G ) 33 RI G I D I N S U L A T I O N B O A R D O N E X T E R I O R S I D E O F FO U N D A T I O N W A L L P E R C O D E ( T H I C K N E S S A N D R - V A L U E ) 34 LA U N D R Y S I N K I N B A S E C A B I N E T 35 WO O D S T R U C T U R E - S I Z E D B Y S U P P L I E R 36 IN T E R I O R R A I L I N G / H A N D R A I L 37 EX T E R I O R S C O N C E L I G H T - V E R I F Y H E I G H T 38 VE R T I C A L V I N Y L S I D I N G O R S H A K E S I D I N G ( S T Y L E A N D CO L O R - T B D ) 39 2 X 4 W O O D S T U D W A L L F U R R I N G W I T H D R Y W A L L F I N I S H . 40 2 X 4 W O O D S T U D I N T E R I O R W A L L S W I T H 12" D R Y W A L L E A C H SI D E . P A I N T F I N I S H . 41 42 " H I G H H A L F W A L L W I T H W O O D C A P A T S T A I R 42 6 X 6 W O O D P O S T . WR A P W I T H F I N I S H M A T E R I A L . 43 FO U N D A T I O N L E D G E B E L O W 44 45 RA D O N D E T E C T I O N S Y S T E M FI R S T F L O O R S T R U C T U R E A B O V E : 1 1 - 7 / 8 " T J I ' S EX T E R I O R S H U T T E R S ( V E R I F Y S T Y L E ) 46 47 WI R E C L O S E T S H E L V I N G 48 CO N C R E T E P O R C H L I D GU T T E R / D O W N S P O U T S ( T Y P I C A L - DO W N S P O U T L O C A T I O N S T B D ) AS P H A L T S H I N G L E S O V E R R O O F I N G FE L T O N R O O F S H E A T H I N G WA L K O U T B A S E M E N T ( T Y P I C A L ) 3 15 ' - 8 " ST E P T O P O F C O N C R E T E F O U N D A T I O N W A L L DO W N T O A C C O U N T F O R G R A D E D R O P O F F A N D DA Y L I G H T B A S E M E N T T R A N S I T I O N . V E R I F Y E X A C T LO C A T I O N S O F S T E P - D O W N W I T H H A B I T A T A N D AD J A C E N T G R A D E . 26 26 26 4 A2 0 1 3 A2 0 1 NO R T H 26 4 25 25 42 48 3636 4'-612" 4'-2" 45 43 6' - 8 " 3' - 2 " 34 12 ME C H / S T O R . 0 0 5 6'-4" CL O S E T 0 0 6 49 FU T U R E I N T E R I O R S W A L L S / D O O R S 49 49 49 49 50 5' T U B / S H O W E R 50 50 36 36 51 WO O D C A P B E L O W O N P A R T I A L HE I G H T W A L L ( S E E S E C T I O N ) 51 51 52 EX P O S E D C O N C R E T E F L O O R 52 4' - 4 " 7'-7" 3'-7" 40 40 9 9 9 44 44 HO S E B I B A T G R A D E . VE R I F Y F I N A L L O C A T I O N . 53 ME P E Q U I P M E N T S H O W N F O R CO N C E P T O N L Y . D E S I G N / B U I L D B Y ME P C O N T R A C T O R S . 53 39 39 54 2X 6 E X T E R I O R W A L L S T U D S O N P A R T I A L HE I G H T F O U N D A T I O N W A L L . ( S E E S E C T I O N ) 54 12 55 FU R N I S H I N G S S H O W N F O R C O N C E P T O N L Y 55 55 54 54 WI N D O W S N E A R S T A I R S SH A L L H A V E T E M P E R E D G L A S S PE R C O D E . 1 2'-1"12'-7" 11 ' - 1 0 " UP ST E P S 40 56 SL O P E G R A D E T O A L L O W F O R W A L K O U T BA S E M E N T O R R E T A I N I N G W A L L A S N E E D E D . 57 RE F R I G E R A T O R 57 58 58 RA N G E / O V E N 59 59 SI N K ( C E N T E R U N D E R W I N D O W ) 7' - 6 " 5' - 4 " 60 DI S H W A S H E R 60 61 61 PA N T R Y 2' - 6 " 62 62 36 " D O O R T O D E C K . C O N F I R M S T Y L E . 10 ' - 4 " 63 63 3' E N T R Y D O O R S Y S T E M . C O N F I R M DO O R S E L E C T I O N W I T H H A B I T A T . 2' - 8 " EQ.EQ. 43 3'-7" 2 A2 0 1 TY P . 2' - 6 " 14 ' - 0 " 64 UP P E R A N D L O W E R K I T C H E N C A B I N E T S AN D C O U N T E R T O P S 64 65 AP P R O X . 5 ' V A N I T Y ( B A S E C A B I N E T S W I T H SI N K ) 65 65 NO T E : I N T E R I O R W A L L D I M E N S I O N S AR E S H O W N T O T H E F A C E O F W O O D ST U D S A N D T O T H E F A C E O F FO U N D A T I O N W A L L S . GE N E R A L N O T E : F O O T I N G / F O U N D A T I O N WA L L S T E P D O W N S A R E S H O W N CO N C E P T U A L L Y . E X C A V A T O R A N D CO N C R E T E C O N T R A C T O R S H A L L C O N F I R M AC T U A L S T E P D O W N L O C A T I O N S B A S E D ON G R A D E C O N D I T I O N S O F T H E S I T E . AL L F O O T I N G S S H A L L B E F R O S T D E P T H . 3 A3 0 0 4 A3 0 0 1 A3 0 0 2 A3 0 0 32'-0" 8'-0" 4 x SU P P L I E R N O T E : D I M E N S I O N S A R E S H O W N N O M I N A L L Y ; M A T C H W I N D O W S I Z E S H O W N O N S C H E D U L E S W I T H S T A N D A R D W I N D O W S I Z E S F R O M M A N U F A C T U R E R x CO N F I R M R O U G H O P E N I N G S I Z E S F O R W I N D O W S A N D D O O R S P R I O R T O F R A M I N G x TY P I C A L W I N D O W H E A D H E I G H T @ 6 ' - 1 0 " A B O V E F L O O R TY P . F I R S T F L O O R BE D R O O M W I N D O W S - DO U B L E O R S I N G L E HU N G ( E G R E S S ) . DI V I D E D L I T E G R I L L E S . FR O N T W I N D O W (D O U B L E O R S I N G L E HU N G ) - D I V I D E D L I T E GR I L L E S KI T C H E N WI N D O W ( D O U B L E OR S I N G L E H U N G ) . OP E R A B L E AW N I N G BA S E M E N T E G R E S S WI N D O W S . V E R I F Y SI Z E O F W I N D O W WI T H H E I G H T O F FR A M E D W A L L A N D S I L L . PR I O R T O O R D E R I N G . 1 2 3 2' - 8 " 2' - 0 " 3'-0" 4 4' - 0 " 4'-0" 5 3' - 0 " 1'-6" WI N D O W S C H E D U L E SC A L E : 1 / 4 " = 1 ' - 0 " 3 5'-0" 3' - 0 " 6 AP P R O X I M A T E A L T E R N A T I V E SI Z E F O R B A S E M E N T E G R E S S WI N D O W . V E R I F Y . 4' - 8 " 3'-4" 3'-10" TO W O O D P O S T 3 8' - 0 " GE O T H E R M A L U N I T . CO N N E C T T O E X I S T I N G GE O T H E R M A L L O O P O N SI T E . 50 G A . W A T E R HE A T E R 6' - 0 " ST E P S DO W N DE C K 25 25 25 13 ' - 0 " 12 ' - 6 " 3' - 6 " 10'-0" 3' - 0 " 1 66 5' S L I D I N G P A T I O D O O R 66 ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T (S E E S H E E T A 3 0 0 ) 67 MI N I M U M : 2 - 2 x 1 0 S O U T H E R N P I N E D E C K B E A M P E R I R C R 5 0 7 . 6 68 6 X 6 W O O D P O S T A T T A C H E D T O 1 6 " D I A . ( M I N . ) R O U N D CO N C R E T E P I E R F O O T I N G S T O F R O S T D E P T H B E L O W 69 MI N . 2 X 1 0 D E C K J O I S T S ( 1 6 " O . C . ) 4 GE O T H E R M A L BU F F E R T A N K (L O C A T I O N A P P R O X . ) 67 67 68 68 68 68 68 69 67 SC O P E O F W O R K 1 0 / 1 1 / 2 0 2 3 NE W R E S I D E N C E BA K E R S U B D I V I S I O N LO T 1 - 4 1 2 S . W I L M O T H AM E S , I O W A 161 1 A 2 B 3 GR GR GR RE V I S I O N S DA T E A2 0 1 SH E E T RO O F P L A N / S E C T I O N S / DE T A I L S co n s t r u c t i o n @ h f h c i . o r g CO N T A C T : C 20 2 3 HA B I T A T F O R H U M A N I T Y O F CE N T R A L I O W A , I N C . PR I N T R E C O R D 4:12 ROOF PITCH 4:12 ROOF PITCH 4: 1 2 R O O F P I T C H 4: 1 2 R O O F P I T C H RO O F P L A N SC A L E : 1 / 4 " = 1 ' - 0 " 1 28 NO R T H 27 27 27 27 27 28 28 28 28 92 - 5 / 8 " T A L L 2 X 6 E X T E R I O R WA L L S T U D S W I T H 2 X 6 T O P AN D B O T T O M P L A T E (N O M I N A L 8 ' T A L L E X T E R I O R WA L L ) . I N S T A L L W A L L S T U D S SO T H A T E X T E R I O R IN S U L A T I O N E N D S U P I N SA M E P L A N A S F O U N D A T I O N IN S U L A T I O N F O R T I G H T TH E R M A L E N V E L O P E . OV E R H A N G 8' T A L L C O N C R E T E FO U N D A T I O N W A L L O N SP R E A D F O O T I N G . S T E E L RE I N F O R C I N G P E R L O C A L BU I L D I N G C O D E S / ST A N D A R D S . W A T E R P R O O F EX T E R I O R W A L L S U R F A C E . RI M J O I S T . I N S U L A T E A T R I M JO I S T L O C A T I O N S 2" B L U E B O A R D I N S U L A T I O N (R 1 0 M I N I M U M ) OS B E X T E R I O R W A L L SH E A T H I N G MI N I M U M R 1 9 IN S U L A T I O N I N W A L L CA V I T Y 8'-0" I- J O I S T F L O O R ST R U C T U R E PR E F I N I S H E D VE N T E D ME T A L SO F F I T P A N E L S FO R M A - D R A I N D R A I N A G E SY S T E M ( B O T H S I D E S O F FO O T I N G ) . T I E I N T O S U M P PU M P S Y S T E M . 4" C O N C R E T E B A S E M E N T FL O O R S L A B O V E R 6 M I L PO L Y V A P O R B A R R I E R CR U S H E D R O C K SU B - B A S E IN S U L A T I O N S T O P S . I N S T A L L IN B E T W E E N T R U S S E S . MI N I M U M R 4 9 AT T I C I N S U L A T I O N PR E F I N I S H E D M E T A L C O I L ST O C K A T E X P O S E D FO U N D A T I O N W A L L SI L L P L A T E AT T A C H E D T O FO U N D A T I O N W A L L . SI D I N G M A T E R I A L ( S E E BU I L D I N G E L E V A T I O N S F O R TY P E ) 1/ 2 " I N T E R I O R DR Y W A L L VA P O R B A R R I E R UN D E R D R Y W A L L AT T A C H E D T O W A L L ST U D S DI R T B A C K F I L L . C O M P A C T AS R E Q U I R E D . F I N A L G R A D E TO D R A I N A W A Y F R O M BU I L D I N G . FL O O R +0 ' - 0 " FU R O U T BA S E M E N T W A L L S AN D F I N I S H A S IN D I C A T E D . CR U S H E D R O C K A R O U N D FO O T I N G D R A I N A G E S Y S T E M . FI N I S H F L O O R I N G MA T E R I A L O V E R ST R U C T U R A L SU B F L O O R WO O D B A S E . S T Y L E SE L E C T E D B Y OW N E R . AI R S E A L A L L L O C A T I O N S WH E R E H O T A I R C O U L D ES C A P E O R W H E R E C O L D AI R C O U L D I N F I L T R A T E T H E HO M E ' S T H E R M A L E N V E L O P E . WO O D R O O F T R U S S E S . DE S I G N A N D E N G I N E E R I N G BY S U P P L I E R . AS P H A L T S H I N G L E S O V E R RO O F F E L T O N R O O F SH E A T H I N G . O W N E R T O SE L E C T F I N A L S H I N G L E ST Y L E A N D C O L O R PR E F I N I S H E D ME T A L FA S C I A GU T T E R A N D DO W N S P O U T SY S T E M GRID LINE 1/ 2 " D R Y W A L L CE I L I N G SE E R O O F PL A N 1" C O N T I N U O U S E X T E R I O R RI G I D F O A M B L U E B O A R D IN S U L A T I O N TY V E K H O U S E W R A P ( U N D E R SI D I N G ; O V E R C O N T I N U O U S IN S U L A T I O N ) TY P I C A L W A L L S E C T I O N SC A L E : 3 / 4 " = 1 ' - 0 " 2 I- J O I S T F L O O R ST R U C T U R E 1/ 2 " D R Y W A L L CE I L I N G BA S E M E N T +0 ' - 0 " EG R E S S WI N D O W I N WO O D F R A M E D WA L L -8 ' - 1 0 " (A P P R O X . ) FI R S T FL O O R FI R S T AN C H O R B O L T FO R S I L L P L A T E AT T A C H M E N T BL U E B O A R D I N S U L A T I O N TO A L I G N . T A P E J O I N T . FI R S T F L O O R W A L L S . I N S T A L L ST U D S S O T H A T E X T E R I O R BL U E B O A R D I N S U L A T I O N I S IN S A M E P L A N E A S W A L L S BE L O W . GRID LINE (EXTERIOR FACE OF FOUNDATION WALL) EX T E N D SI D I N G D O W N WA L L 1" C O N T I N U O U S EX T E R I O R RI G I D F O A M BL U E B O A R D IN S U L A T I O N T O AL I G N W I T H IN S U L A T I O N ON W A L L S BE L O W . HE A D E R 4: 1 2 R O O F P I T C H 4: 1 2 R O O F P I T C H OU T L I N E O F HO U S E B E L O W (D A S H E D L I N E ) RI D G E LI N E 1'-0" 1' - 6 " 1' - 6 " 1'-6" 29 ' - 0 " 1'-6"32'-0" OU T L I N E O F HO U S E B E L O W (D A S H E D L I N E ) OU T L I N E O F HO U S E B E L O W (D A S H E D L I N E ) OU T L I N E O F HO U S E B E L O W (D A S H E D L I N E ) 43 ' - 0 " 5'-0"1'-0" OV E R H A N G OV E R H A N G OV E R H A N G OV E R H A N G OV E R H A N G OV E R H A N G 42 BE L O W 17 ' - 0 " BL O C K O U T F O R G A R A G E D O O R / W A L K D O O R : V E R I F Y E L E V A T I O N W I T H EX I S T I N G G R A D E KE Y E D N O T E S / M A T E R I A L S L I S T 1 ST E P D O W N F O O T I N G A N D W A L L T O F U L L H E I G H T D E P T H 2 PA R T I A L H E I G H T G A R A G E F O U N D A T I O N W A L L O N C O N T I N U O U S 1 6 " X 8 " FO O T I N G ( F O O T I N G A T F R O S T D E P T H ) . R E I N F O R C I N G P E R C I T Y O F A M E S BU I L D I N G C O D E F O R W A L L A N D F O O T I N G . E M B E D B O L T S A T T O P O F W A L L FO R S I L L P L A T E A T T A C H M E N T . 3 5 8' T A L L F O U N D A T I O N W A L L O N 1 6 " X 8 " C O N T I N U O U S F O O T I N G . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E F O R W A L L A N D FO O T I N G . E M B E D B O L T S A T T O P O F W A L L F O R S I L L P L A T E A T T A C H M E N T . WA T E R P R O O F E X T E R I O R S I D E O F F O U N D A T I O N W A L L . 8 2" L E D G E F O R G A R A G E S L A B 9 CO N T I N U O U S F O O T I N G / T H I C K E N E D S L A B U N D E R W O O D F R A M E D W A L L . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E . P O U R W I T H B A S E M E N T FL O O R . 4 FO R M A - D R A I N A T F O O T I N G P E R I M E T E R - B O T H S I D E S ( T Y P I C A L F O R EN T I R E H O U S E P E R I M E T E R ) . 6 4" C O N C R E T E F L O O R O V E R V A P O R B A R R I E R A N D C R U S H E D R O C K . PR O V I D E U N D E R S L A B D R A I N A G E I N T O S U M P S Y S T E M A N D D I S C H A R G E IN C I T Y S T O R M S E W E R S Y S T E M . 7 BL O C K O U T F O U N D A T I O N W A L L F O R 4 ' X 4 ' E G R E S S S L I D I N G W I N D O W . 10 CO N C R E T E P I E R F O O T I N G S ( S O N O T U B E ) F O R F R O N T D E C K S U P P O R T . VE R I F Y S I Z E A N D L O C A T I O N P R I O R T O I N S T A L L A T I O N . 11 2 X 6 B E A R I N G W A L L ( S T U D S 1 6 " O . C . ) - U S E T R E A T E D S I L L P L A T E . L V L HE A D E R S A T A L L O P E N I N G S . 12 2 X 4 S T U D W A L L S @ 1 6 " O . C . 13 CO N C R E T E E G R E S S W E L L W I T H L A D D E R . P R O V I D E R O C K B E D A N D DR A I N A G E . V E R I F Y H E I G H T W I T H E X I S T I N G G R A D E . 14 FU T U R E W A L L S / F I X T U R E S / D O O R S 15 4" V I N Y L S I D I N G ( T Y P I C A L ) - C O L O R T B D . 16 TY P I C A L E X T E R I O R W A L L : S E E D E T A I L 17 TY V E K H O U S E W R A P 18 1" C O N T I N U O U S E X T E R I O R R I G I D F O A M B O A R D (R - 5 M I N I M U M P E R C O D E ) 19 12" O S B E X T E R I O R W A L L S H E A T H I N G 20 R- 1 3 M I N I M U M B A T T I N S U L A T I O N I N S T U D C A V I T Y 21 2 X 4 W O O D S T U D W A L L 22 23 12" D R Y W A L L I N T E R I O R F I N I S H 24 9' - 0 " W I D E B Y 7 ' - 0 " H I G H G A R A G E D O O R 25 HA N D R A I L S Y S T E M 26 27 28 29 ST O N E V E N E E R 30 WI N D O W S H U T T E R S ( S T Y L E T B D ) 31 TR I M ( C O L O R T B D ) 32 NO N - S T R U C T U R A L F R A M I N G A N D B R A C K E T S (F O R A E S T H E T I C S O N L Y N O N - L O A D B E A R I N G ) 33 RI G I D I N S U L A T I O N B O A R D O N E X T E R I O R S I D E O F FO U N D A T I O N W A L L P E R C O D E ( T H I C K N E S S A N D R - V A L U E ) 34 LA U N D R Y S I N K I N B A S E C A B I N E T 35 WO O D S T R U C T U R E - S I Z E D B Y S U P P L I E R 36 IN T E R I O R R A I L I N G / H A N D R A I L 37 EX T E R I O R S C O N C E L I G H T - V E R I F Y H E I G H T 38 VE R T I C A L V I N Y L S I D I N G O R S H A K E S I D I N G ( S T Y L E A N D CO L O R - T B D ) 39 2 X 4 W O O D S T U D W A L L F U R R I N G W I T H D R Y W A L L F I N I S H . 40 2 X 4 W O O D S T U D I N T E R I O R W A L L S W I T H 12" D R Y W A L L E A C H SI D E . P A I N T F I N I S H . 41 42 " H I G H H A L F W A L L W I T H W O O D C A P A T S T A I R 42 6 X 6 W O O D P O S T . WR A P W I T H F I N I S H M A T E R I A L . 43 FO U N D A T I O N L E D G E B E L O W 44 45 RA D O N D E T E C T I O N S Y S T E M FI R S T F L O O R S T R U C T U R E A B O V E : 1 1 - 7 / 8 " T J I ' S EX T E R I O R S H U T T E R S ( V E R I F Y S T Y L E ) 46 47 WI R E C L O S E T S H E L V I N G 48 CO N C R E T E P O R C H L I D GU T T E R / D O W N S P O U T S ( T Y P I C A L - DO W N S P O U T L O C A T I O N S T B D ) AS P H A L T S H I N G L E S O V E R R O O F I N G FE L T O N R O O F S H E A T H I N G ST E P T O P O F C O N C R E T E F O U N D A T I O N W A L L DO W N T O A C C O U N T F O R G R A D E D R O P O F F A N D DA Y L I G H T B A S E M E N T T R A N S I T I O N . V E R I F Y E X A C T LO C A T I O N S O F S T E P - D O W N W I T H H A B I T A T A N D AD J A C E N T G R A D E . 49 FU T U R E I N T E R I O R S W A L L S / D O O R S 50 5' T U B / S H O W E R 51 WO O D C A P B E L O W O N P A R T I A L HE I G H T W A L L ( S E E S E C T I O N ) 52 EX P O S E D C O N C R E T E F L O O R HO S E B I B A T G R A D E . VE R I F Y F I N A L L O C A T I O N . 53 ME P E Q U I P M E N T S H O W N F O R CO N C E P T O N L Y . D E S I G N / B U I L D B Y ME P C O N T R A C T O R S . 54 2X 6 E X T E R I O R W A L L S T U D S O N P A R T I A L HE I G H T F O U N D A T I O N W A L L . ( S E E S E C T I O N ) 55 FU R N I S H I N G S S H O W N F O R C O N C E P T O N L Y 56 SL O P E G R A D E T O A L L O W F O R W A L K O U T BA S E M E N T O R R E T A I N I N G W A L L A S N E E D E D . 57 RE F R I G E R A T O R 58 RA N G E / O V E N 59 SI N K ( C E N T E R U N D E R W I N D O W ) 60 DI S H W A S H E R 61 PA N T R Y 62 36 " D O O R T O D E C K . C O N F I R M S T Y L E . 63 3' E N T R Y D O O R S Y S T E M . C O N F I R M DO O R S E L E C T I O N W I T H H A B I T A T . 64 UP P E R A N D L O W E R K I T C H E N C A B I N E T S AN D C O U N T E R T O P S 65 AP P R O X . 5 ' V A N I T Y ( B A S E C A B I N E T S W I T H SI N K ) 66 5' S L I D I N G P A T I O D O O R GRID LINE (EXTERIOR FACE OF FOUNDATION WALL) FO R M A - D R A I N D R A I N A G E SY S T E M ( B O T H S I D E S O F FO O T I N G ) . T I E I N T O S U M P PU M P S Y S T E M . AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) WA L L S E C T I O N A T W A L K O U T SC A L E : 3 / 4 " = 1 ' - 0 " 3 BA S E M E N T E G R E S S W I N D O W NO T C H T O P O F F O U N D A T I O N WA L L T O B E A R B A S E M E N T SL A B CR U S H E D R O C K SU B - B A S E EX T E R I O R GR A D E (A P P R O X . ) HE I G H T T O S I L L N O T E X C E E D 2" B L U E B O A R D IN S U L A T I O N ( R 1 0 MI N I M U M ) PR E F I N I S H E D M E T A L C O I L ST O C K A T E X P O S E D FO U N D A T I O N W A L L EX T E N D SI D I N G D O W N WA L L ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T 67 MI N I M U M : 2 - 2 x 1 0 S O U T H E R N P I N E D E C K B E A M P E R I R C R 5 0 7 . 6 68 6 X 6 W O O D P O S T A T T A C H E D T O 1 6 " D I A . ( M I N . ) R O U N D CO N C R E T E P I E R F O O T I N G S T O F R O S T D E P T H B E L O W 69 MI N . 2 X 1 0 D E C K J O I S T S ( 1 6 " O . C . ) WA L L S E C T I O N T H R O U G H SC A L E : 3 / 4 " = 1 ' - 0 " 4 BA S E M E N T W A L L EX T E R I O R W A L L A L I G N E D WI T H A B O V E EX T E R I O R W A L L AL I G N E D W I T H AB O V E I- J O I S T F L O O R ST R U C T U R E 1/ 2 " D R Y W A L L CE I L I N G FI R S T F L O O R W A L L S . I N S T A L L ST U D S S O T H A T E X T E R I O R BL U E B O A R D I N S U L A T I O N I S IN S A M E P L A N E A S W A L L S BE L O W . 1" C O N T I N U O U S EX T E R I O R RI G I D F O A M BL U E B O A R D IN S U L A T I O N T O AL I G N W I T H IN S U L A T I O N ON W A L L S BE L O W . EX T E R I O R GR A D E (A P P R O X . ) 2" B L U E B O A R D IN S U L A T I O N ( R 1 0 MI N I M U M ) PR E F I N I S H E D M E T A L C O I L ST O C K A T E X P O S E D FO U N D A T I O N W A L L 4" C O N C R E T E BA S E M E N T F L O O R SL A B O V E R 6 M I L PO L Y V A P O R BA R R I E R 4" C O N C R E T E BA S E M E N T F L O O R SL A B O V E R 6 M I L PO L Y V A P O R BA R R I E R CR U S H E D R O C K SU B - B A S E NO T C H T O P O F FO U N D A T I O N WA L L T O B E A R BA S E M E N T SL A B EX T E N D SI D I N G D O W N WA L L GRID LINE (EXTERIOR FACE OF FOUNDATION WALL) FO R M A - D R A I N D R A I N A G E SY S T E M ( B O T H S I D E S O F FO O T I N G ) . T I E I N T O S U M P PU M P S Y S T E M . AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T SC O P E O F W O R K 1 0 / 1 1 / 2 0 2 3 NE W R E S I D E N C E BA K E R S U B D I V I S I O N LO T 1 - 4 1 2 S . W I L M O T H AM E S , I O W A 162 A B B A 1 2 3 1 2 3 RE V I S I O N S DA T E A3 0 0 SH E E T EX T E R I O R E L E V A T I O N S TO P O F FO U N D A T I O N WA L L A B O V E GR A D E PR I N T R E C O R D co n s t r u c t i o n @ h f h c i . o r g CO N T A C T : C 20 2 3 HA B I T A T F O R H U M A N I T Y O F CE N T R A L I O W A , I N C . +0 ' - 0 " FI R S T F L O O R -8 ' - 1 0 " ( A P P R O X . ) BA S E M E N T +/ - 8 ' - 0 " BE A R I N G 12 4 12 4 FR O N T E L E V A T I O N SC A L E : 1 / 4 " = 1 ' - 0 " 1 43 ' - 0 " +0 ' - 0 " FI R S T F L O O R -8 ' - 1 0 " ( A P P R O X . ) BA S E M E N T / E X T E R I O R G R A D E +/ - 8 ' - 0 " BE A R I N G 43 ' - 0 " 12 4 12 4 12 4 12 4 12 4 12 4 GR A D E ( S H O W N AP P R O X I M A T E L Y ) CO N F I R M GR A D E ( S H O W N AP P R O X I M A T E L Y ) CO N F I R M 12 4 GR A D E ( S H O W N AP P R O X I M A T E L Y ) CO N F I R M 2 37 37 37 27 27 27 27 8 SI D E E L E V A T I O N SC A L E : 1 / 4 " = 1 ' - 0 " 2 BA C K E L E V A T I O N SC A L E : 1 / 4 " = 1 ' - 0 " 3 SI D E E L E V A T I O N SC A L E : 1 / 4 " = 1 ' - 0 " 4 2 1 5 5 3 1 5 2 4 4 3 3 4 A2 0 1 3 A2 0 1 GR A D E ( S H O W N AP P R O X I M A T E L Y ) CO N F I R M GR A D E ( S H O W N AP P R O X I M A T E L Y ) CO N F I R M 26 26 26 26 28 28 32 42 25 3'-0" ST E P S U P TO P O R C H 3 3 8 BE Y O N D AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) 38 27 4: 1 2 "E Y E B R O W " AT E A V E 1' - 6 " 1' - 6 " 1' - 6 " 1' - 6 " 28 28 28 28 28 28 28 25 42 16 16 16 16 16 16 16 31 31 31 31 31 31 31 31 31 56 56 31 31 31 31 28 31 31 31 29 ' - 0 " 32 ' - 0 " 32 ' - 0 " 1' - 6 " 1' - 6 " 5' - 0 " 5' - 0 " 1' - 0 " 1' - 6 " 27 BE Y O N D 16 BE Y O N D 17 ' - 0 " AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) 46 46 31 31 24 1' - 0 " 2 "W A L K O U T " BA S E M E N T BL O C K O U T F O R G A R A G E D O O R / W A L K D O O R : V E R I F Y E L E V A T I O N W I T H EX I S T I N G G R A D E KE Y E D N O T E S / M A T E R I A L S L I S T 1 ST E P D O W N F O O T I N G A N D W A L L T O F U L L H E I G H T D E P T H 2 PA R T I A L H E I G H T G A R A G E F O U N D A T I O N W A L L O N C O N T I N U O U S 1 6 " X 8 " FO O T I N G ( F O O T I N G A T F R O S T D E P T H ) . R E I N F O R C I N G P E R C I T Y O F A M E S BU I L D I N G C O D E F O R W A L L A N D F O O T I N G . E M B E D B O L T S A T T O P O F W A L L FO R S I L L P L A T E A T T A C H M E N T . 3 5 8' T A L L F O U N D A T I O N W A L L O N 1 6 " X 8 " C O N T I N U O U S F O O T I N G . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E F O R W A L L A N D FO O T I N G . E M B E D B O L T S A T T O P O F W A L L F O R S I L L P L A T E A T T A C H M E N T . WA T E R P R O O F E X T E R I O R S I D E O F F O U N D A T I O N W A L L . 8 2" L E D G E F O R G A R A G E S L A B 9 CO N T I N U O U S F O O T I N G / T H I C K E N E D S L A B U N D E R W O O D F R A M E D W A L L . RE I N F O R C I N G P E R C I T Y O F A M E S B U I L D I N G C O D E . P O U R W I T H B A S E M E N T FL O O R . 4 FO R M A - D R A I N A T F O O T I N G P E R I M E T E R - B O T H S I D E S ( T Y P I C A L F O R EN T I R E H O U S E P E R I M E T E R ) . 6 4" C O N C R E T E F L O O R O V E R V A P O R B A R R I E R A N D C R U S H E D R O C K . PR O V I D E U N D E R S L A B D R A I N A G E I N T O S U M P S Y S T E M A N D D I S C H A R G E IN C I T Y S T O R M S E W E R S Y S T E M . 7 BL O C K O U T F O U N D A T I O N W A L L F O R 4 ' X 4 ' E G R E S S S L I D I N G W I N D O W . 10 CO N C R E T E P I E R F O O T I N G S ( S O N O T U B E ) F O R F R O N T D E C K S U P P O R T . VE R I F Y S I Z E A N D L O C A T I O N P R I O R T O I N S T A L L A T I O N . 11 2 X 6 B E A R I N G W A L L ( S T U D S 1 6 " O . C . ) - U S E T R E A T E D S I L L P L A T E . L V L HE A D E R S A T A L L O P E N I N G S . 12 2 X 4 S T U D W A L L S @ 1 6 " O . C . 13 CO N C R E T E E G R E S S W E L L W I T H L A D D E R . P R O V I D E R O C K B E D A N D DR A I N A G E . V E R I F Y H E I G H T W I T H E X I S T I N G G R A D E . 14 FU T U R E W A L L S / F I X T U R E S / D O O R S 15 4" V I N Y L S I D I N G ( T Y P I C A L ) - C O L O R T B D . 16 TY P I C A L E X T E R I O R W A L L : S E E D E T A I L 17 TY V E K H O U S E W R A P 18 1" C O N T I N U O U S E X T E R I O R R I G I D F O A M B O A R D (R - 5 M I N I M U M P E R C O D E ) 19 12" O S B E X T E R I O R W A L L S H E A T H I N G 20 R- 1 3 M I N I M U M B A T T I N S U L A T I O N I N S T U D C A V I T Y 21 2 X 4 W O O D S T U D W A L L 22 23 12" D R Y W A L L I N T E R I O R F I N I S H 24 9' - 0 " W I D E B Y 7 ' - 0 " H I G H G A R A G E D O O R 25 HA N D R A I L S Y S T E M 26 27 28 29 ST O N E V E N E E R 30 WI N D O W S H U T T E R S ( S T Y L E T B D ) 31 TR I M ( C O L O R T B D ) 32 NO N - S T R U C T U R A L F R A M I N G A N D B R A C K E T S (F O R A E S T H E T I C S O N L Y N O N - L O A D B E A R I N G ) 33 RI G I D I N S U L A T I O N B O A R D O N E X T E R I O R S I D E O F FO U N D A T I O N W A L L P E R C O D E ( T H I C K N E S S A N D R - V A L U E ) 34 LA U N D R Y S I N K I N B A S E C A B I N E T 35 WO O D S T R U C T U R E - S I Z E D B Y S U P P L I E R 36 IN T E R I O R R A I L I N G / H A N D R A I L 37 EX T E R I O R S C O N C E L I G H T - V E R I F Y H E I G H T 38 VE R T I C A L V I N Y L S I D I N G O R S H A K E S I D I N G ( S T Y L E A N D CO L O R - T B D ) 39 2 X 4 W O O D S T U D W A L L F U R R I N G W I T H D R Y W A L L F I N I S H . 40 2 X 4 W O O D S T U D I N T E R I O R W A L L S W I T H 12" D R Y W A L L E A C H SI D E . P A I N T F I N I S H . 41 42 " H I G H H A L F W A L L W I T H W O O D C A P A T S T A I R 42 6 X 6 W O O D P O S T . WR A P W I T H F I N I S H M A T E R I A L . 43 FO U N D A T I O N L E D G E B E L O W 44 45 RA D O N D E T E C T I O N S Y S T E M FI R S T F L O O R S T R U C T U R E A B O V E : 1 1 - 7 / 8 " T J I ' S EX T E R I O R S H U T T E R S ( V E R I F Y S T Y L E ) 46 47 WI R E C L O S E T S H E L V I N G 48 CO N C R E T E P O R C H L I D GU T T E R / D O W N S P O U T S ( T Y P I C A L - DO W N S P O U T L O C A T I O N S T B D ) AS P H A L T S H I N G L E S O V E R R O O F I N G FE L T O N R O O F S H E A T H I N G ST E P T O P O F C O N C R E T E F O U N D A T I O N W A L L DO W N T O A C C O U N T F O R G R A D E D R O P O F F A N D DA Y L I G H T B A S E M E N T T R A N S I T I O N . V E R I F Y E X A C T LO C A T I O N S O F S T E P - D O W N W I T H H A B I T A T A N D AD J A C E N T G R A D E . 49 FU T U R E I N T E R I O R S W A L L S / D O O R S 50 5' T U B / S H O W E R 51 WO O D C A P B E L O W O N P A R T I A L HE I G H T W A L L ( S E E S E C T I O N ) 52 EX P O S E D C O N C R E T E F L O O R HO S E B I B A T G R A D E . VE R I F Y F I N A L L O C A T I O N . 53 ME P E Q U I P M E N T S H O W N F O R CO N C E P T O N L Y . D E S I G N / B U I L D B Y ME P C O N T R A C T O R S . 54 2X 6 E X T E R I O R W A L L S T U D S O N P A R T I A L HE I G H T F O U N D A T I O N W A L L . ( S E E S E C T I O N ) 55 FU R N I S H I N G S S H O W N F O R C O N C E P T O N L Y 56 SL O P E G R A D E T O A L L O W F O R W A L K O U T BA S E M E N T O R R E T A I N I N G W A L L A S N E E D E D . 57 RE F R I G E R A T O R 58 RA N G E / O V E N 59 SI N K ( C E N T E R U N D E R W I N D O W ) 60 DI S H W A S H E R 61 PA N T R Y 62 36 " D O O R T O D E C K . C O N F I R M S T Y L E . 63 3' E N T R Y D O O R S Y S T E M . C O N F I R M DO O R S E L E C T I O N W I T H H A B I T A T . 64 UP P E R A N D L O W E R K I T C H E N C A B I N E T S AN D C O U N T E R T O P S 65 AP P R O X . 5 ' V A N I T Y ( B A S E C A B I N E T S W I T H SI N K ) GE N E R A L N O T E : F O O T I N G / F O U N D A T I O N WA L L S T E P D O W N S A R E S H O W N CO N C E P T U A L L Y . E X C A V A T O R A N D CO N C R E T E C O N T R A C T O R S H A L L C O N F I R M AC T U A L S T E P D O W N L O C A T I O N S B A S E D ON G R A D E C O N D I T I O N S O F T H E S I T E . AL L F O O T I N G S S H A L L B E F R O S T D E P T H . RE G R A D E S I T E A S NE E D E D T O M A K E SM O O T H T R A N S I T I O N FO R W A L K O U T BA S E M E N T 14 ' - 0 " AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) 25 DE C K (S E E P L A N ) 62 3 31 2 VE R I F Y N U M B E R AN D L O C A T I O N O F FO O T I N G S T E P S W I T H EX I S T I N G G R A D E . 66 5' S L I D I N G P A T I O D O O R 66 AL L F O O T I N G S S H A L L BE 4 2 " B E L O W F I N I S H E D GR A D E P E R C I T Y O F A M E S BU I L D I N G C O D E ( C H A P T E R 5 ) 12 ' - 0 " ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T ST E P D O W N FO O T I N G T O F R O S T D E P T H FO R W A L K O U T B A S E M E N T 67 MI N I M U M : 2 - 2 x 1 0 S O U T H E R N P I N E D E C K B E A M P E R I R C R 5 0 7 . 6 68 6 X 6 W O O D P O S T A T T A C H E D T O 1 6 " D I A . ( M I N . ) R O U N D CO N C R E T E P I E R F O O T I N G S T O F R O S T D E P T H B E L O W 69 MI N . 2 X 1 0 D E C K J O I S T S ( 1 6 " O . C . ) GA R A G E WA L K D O O R SC O P E O F W O R K 1 0 / 1 1 / 2 0 2 3 NO T E : N O C O N C R E T E F O U N D A T I O N W A L L S SH A L L B E E X P O S E D T O V I E W . C O V E R A L L EX P O S E D C O N C R E T E W I T H C O L O R E D BR A K E M E T A L / S I D I N G . NE W R E S I D E N C E BA K E R S U B D I V I S I O N LO T 1 - 4 1 2 S . W I L M O T H AM E S , I O W A 163 ITEM #:30 DATE:11-14-23 DEPT:P & H SUBJECT:OR D I NA N CE REVISING DOWNTOWN URBAN REVITALIZATION AREA (URA) BOUNDARY AND RESOLUTION AMENDING CRITERIA FOR DOWNTOWN URBAN REVITALIZATION AREA COUNCIL ACTION FORM BACKGROUND: At the meeting on August 22, 2023, the City Council reviewed stakeholder and public input regarding a wide range of issues related to Downtown investment and redevelopment. In response to this input, the City Council directed staff to draft amendments to the Downtown Urban Revitalization Area eligibility criteria (see Current Criteria in Attachment A) to expand opportunities for property tax abatement related to new improvements. City Council made the following motions pertaining to the Downtown URA: 1. Allow for 3-, 5-, and 10-year tax abatement schedule options, 2. Limit any property that has been identified as a contributing resource within a Local or National Historic District as ineligible for tax abatement if demolished, 3. Request that staff report back with language that expands the opportunity for tax abatement to interior and/or exterior projects with limiting principles as recommended by staff, 4. Request that staff craft a proposal regarding how to integrate energy efficiency as an additional component to the tax abatement eligibility requirement, and 5. Add “Residential” to the list of eligible uses. At the meeting on September 26, 2023, the City Council reviewed the proposed criteria and amended map and made the follow motions: 1. To add an additional URA criteria for existing buildings requiring that they undergo an energy audit, complete with assessment and recommendations, and supply the audit to the City for information purposes only. 2. To direct staff to investigate and report on information regarding energy code compliance reports for new construction. 3. Set October 10, 2023, as the date for the public hearing to amend the URA map. Staff discussed the energy audit criteria with Electric Services staff and reviewed recent examples of audits. Electric Services offers energy audits for businesses in its service territory and contracts with a third party for the audits. Electric staff reinforced that the audit only has value before a project is initiated. While the business requesting the audit is not charged for the service, the audit with the report costs between $500 and $2,000 depending on the facility. The process takes 3-4 weeks in total to schedule and complete. Electric Services budgets funding for 5-10 commercial audits across the entire city in a year. The proposed URA criteria require completion of an energy audit prior to making improvements. This requirement will only apply to projects that are undertaken starting after July 1, 2024. This allows projects that were completed recently to remain eligible for abatement even without the energy audit. Staff has some concern that applicants may not be aware of the requirement before starting the project 164 since typically no Planning and Zoning permits apply to these projects (now that a facade grant is no longer required). Staff will implement a courtesy notice for Downtown Business permits in an effort to try to educate property owners interested in the abatement program. (Attachment B, new Section #9). City Council's other request for energy code compliance reporting will be forthcoming from the Inspections Division of the Fire Department and is not included with the URA criteria. SUMMARY OF PROPOSED CHANGES: The major changes prepared by staff in response to the Council direction are highlighted below: 1. Adding 5- and 10-year sliding scale schedules as options for applicants (see Attachment C for breakdown schedules), 2. Clarifying that only building improvements are eligible, not site improvements, such as parking lots, 3. Clarifying that certain allowable uses in the Downtown Service Center Zoning District (DSC) are eligible, but nonconforming uses are ineligible, 4. Prohibiting properties with recently demolished or altered historic buildings (See Attachment D) from being eligible for 10 years, 5. Design requirements will apply the current Downtown Design Guidelines to construction of a new building. For existing buildings, the front facade can either be compliant with Downtown Design Guidelines or the new improvements do not negatively impact the front facade window and door openings and transparency, i.e., block or fill in openings. 6. No facade work is required to be eligible for abatement. 7. Adding Residential as an eligible use. 8. Requiring a commercial energy audit from Ames Electric or equivalent prior to starting improvements. AMENDMENT TO BOUNDARIES: While not a URA criteria amendment, the proposed changes also include removing the properties on both sides of Kellogg Avenue south of the Union Pacific Railroad tracks from the eligible URA area map (Attachment E). This area is now zoned Downtown Gateway Commercial and the goals for redevelopment in this area do not align with the goals of the Downtown URA. PROPERTY NOTICE GIVEN: Per Council's direction on October 24, staff sent a courtesy notice to all owners and tenants of property on Kellogg Avenue that are proposed to be removed from the Downtown URA. These 15 affected properties are between the Union Pacific Railroad tracks and Lincoln Way. One of the properties is owned by the City and the rest are owned by three entities: Away Team LLC (five properties: the southernmost properties on the west side of Kellogg Avenue), SALACL LLC (seven properties: all of the properties on the east side of Kellogg Avenue), and Edward J. Wedelstedt (two properties: Romantix and a nearby lot used for parking). No written comments have been received. 165 ALTERNATIVES: 1. Approve the amended Downtown Urban Revitalization Area boundary map as shown in Attachment E and described in Attachment F, and approve the amended URA criteria as written in Attachment B. 2. Approve an alternate amended Downtown Urban Revitalization Area boundary map as shown in Attachment E and described in Attachment F, and approve the amended URA criteria as written in Attachment B with additional revisions. 3. Deny the amended Downtown Urban Revitalization Area boundary map and deny the amended URA criteria. 4. Refer the item back to City staff for additional information. CITY MANAGER'S RECOMMENDED ACTION: The Downtown URA was adopted over 20 years ago to support reinvestment in Downtown and was amended in 2008 and 2011. The City Council provided specific directives to staff on August 22 to amend the tax abatement program to expand eligibility. In response, staff has proposed changes to the eligibility criteria that attempt to balance redevelopment with the maintaining or improving Downtown’s character. The proposed changes included some safeguards to ensure the broadened eligibility criteria still support the City’s primary goals for maintaining Downtown character and do not inadvertently incent improvements that are counter to this goal. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1. 166 Attachment A Current Downtown Urban Revitalization Area Eligibility Criteria 1. Properties must be located within the designated Downtown Urban Revitalization Area. AND 2. Improvements must be made to one or more of the facades of a building on the property that follow the current Downtown Design Guidelines for façade improvements as approved by City Council. AND 3. The scope of the work must follow the current Downtown Design Guidelines for façade improvements as approved by City Council. AND 4. If first floor is vacant before the façade improvements are made, then the front half of the first floor is required to have a retail use after the improvements are completed. If the first floor is not vacant before the façade improvements are made, and has a permitted use, then it is eligible. No residential structures are eligible. AND 5. The improvements must be maintained for the three years. 167 Attachment B Proposed Downtown Urban Revitalization Area Tax Exemption Criteria with Modifications as Directed by Council on September 26, 2023 Established under Urban Revitalization Tax Exemption standards of Iowa Code 404. 1. The property must be located within the Downtown URA boundary. 2. Building improvements must be completed, and the building must have a certificate of occupancy from Ames Inspections Division. 3. The minimum value of a building improvement must increase the actual value by 5% or more. Site improvements, e.g. parking lots, landscaping, etc. are not eligible for tax abatement as a building improvement is required. Note – A commercial use is required to have a minimum assessment agreement approved by the City Assessor and the City prior to receiving tax abatement per state law. 4. A property owner may choose either a 3-, 5-, or 10-year sliding schedule of tax abatement. (See Attachment C) Note – Residential properties may have partial tax abatement rates different from commercial uses per requirements of state law. 5. The improvement must be maintained for the life of the tax abatement. 6. Use Eligibility a. Existing Occupied Building – All permitted uses within the DSC zoning district are eligible, including residential. All buildings that include nonconforming uses are ineligible. b. Existing Vacant Building – The ground floor must have a Retail Trade, Restaurant/Entertainment use, or small production facility (e.g. taproom, brewery, distillery, etc.) for the front half of the building. The remaining ground floor area and upper floors may have any of the following uses: retail trade, restaurant, entertainment, household living, or office . c. Building New Construction or Addition (with or without a Parking Structure) – Structure Parking improvements are eligible as an accessory use of a site when the primary building also includes commercial uses on the ground floor as defined for Existing Vacant Building or with City Council preapproval of layout plan for the location and size of commercial space at the ground floor. 168 d. Ineligible uses include nonconforming uses to DSC zoning, institutional, group living, transportation, communication, utility, and miscellaneous uses defined within DSC zoning. 7. Ineligible Properties a. Government-owned properties. b. Properties identified as 1) a local or national historic resource/landmark or 2) properties having a contributing historic resource to a local or national district, where the building (or buildings) has been demolished within the past 10 years or otherwise modified* so that the building(s) are no longer eligible for listing as a historic resource. (Attachment D) * “Otherwise modified” includes alterations to character-defining features that negatively impact the historic integrity of the resource as identified at the time of the approval (either local or the National Register of Historic Places). A building damaged or destroyed by an accidental fire or weather may be pre-approved by City Council as eligible for tax abatement prior to making improvements to a site. 8. Design Requirements At the time of filing of a complete tax abatement application for City approval, the new improvements must be in compliance with the following design requirements as determined by the City: a. Existing Buildings: i. All front façades of an existing building are consistent with the Downtown Façade Design Guidelines. -OR- ii. If there are no façade improvements: 1. No changes are required to the front façade for the improvements, 2. The building must have a front customer entry from the street at ground level, and 3. The improvements to the building have not substantially reduced along the street(s) the ground floor transparency of windows and doors by reducing openings, obscuring the windows or doors with other materials, or replacing the glass 169 with reflective, opaque, translucent, spandrel or other types of glass, tinting or films that reduce transparency. b. New construction, including additions, shall conform to the Downtown Design Guidelines for facades. 9. Energy Audit Prior to Commencing Project If an existing building is proposed to undergo improvements to qualify for tax abatement, the applicant must complete a building energy audit prior to commencing the project. The energy audit reviews current energy use and makes recommendations for energy efficiency improvements. An audit conducted by Ames Electric complies with this requirement, as does an independent audit completed to the ASHRAE Level 1 standard with recommendations on energy efficiency improvements. The energy audit requirement applies for any project improvements that require a building, fire, or trade permit issued after July 1, 2024. The audit must be completed within the two years preceding the initiating the project improvements qualifying for property tax abatement. The applicant and building are not required to apply any of the suggestions in the audit, but the audit must be submitted to the City as a part of the URA application for final approval. 170 Attachment C URA Tax Exemption Schedule for 3, 5, and 10 Years All qualified real estate located in the designated Urban Revitalization Area is eligible to receive a partial exemption from taxation on the Actual Value added by the improvements as specified by the schedules below. Any qualified real estate may elect one of the three schedules. The exemption period for ten (10) years. The amount of the partial exemption is equal to a percent of the Actual Value added by the improvements, determined as follows: For the first year 80% Second 70% Third 60% Fourth 50% Fifth 40% Sixth 40% Seventh 30% Eighth 30% Ninth 20% Tenth 20% The exemption period for five (5) years. For the first year 100% Second 80% Third 60% Fourth 40% Fifth 20% The exemption period for three (3) years. All qualified real estate is eligible to receive a 100% exemption on the Actual Value added by the improvements for each of the three years. 171 Attachment D National Register Historic District 172 Attachment E Downtown Urban Revitalization Area Eligibility Map Area of Kellogg Avenue Proposed to Be Removed 173 Properties to Be Removed from Downtown URA Property Address Property Owner Owner Address Parcel ID Legal Description Full Land Value Full Building Value Full Total Value Assessed Land Value Assessed Building Value Assessed Total Value 119 KELLOGG AVE AMES, CITY OF PO BOX 811 AMES IA 50010- 0811 0902358020 LEE & MUNN'S SD LOT:11 $0 $0 $0 $0 $0 $0 105 KELLOGG AVE AWAY TEAM LLC 105 S 16TH ST AMES IA 50010 0902358070 LEE & MUNN'S SD LOTS 3 & 4 $105,800 $122,600 $228,400 $105,800 $122,600 $228,400 113 KELLOGG AVE AWAY TEAM LLC 105 S 16TH ST AMES IA 50010 0902358040 LEE & MUNN'S SD LOTS 7 8 & 9 $158,400 $0 $158,400 $158,400 $0 $158,400 303 LINCOLN WAY AWAY TEAM LLC 105 S 16TH ST AMES IA 50010 0902358080 LEE & MUNN'S SD LOTS 1 & 2 $162,000 $108,100 $270,100 $162,000 $108,100 $270,100 109 KELLOGG AVE AWAY TEAM LLC 105 S 16TH ST AMES IA 50010 0902358060 LEE & MUNN'S SD LOT:5 $52,900 $0 $52,900 $52,900 $0 $52,900 111 KELLOGG AVE AWAY TEAM LLC 105 S 16TH ST AMES IA 50010 0902358050 LEE & MUNN'S SD LOT:6 $48,000 $0 $48,000 $48,000 $0 $48,000 213 LINCOLN WAY SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382165 SECTION:02 TOWNSHIP:83 RANGE:24 SE SW BEG SW COR LOCKWOOD ADD W120 N60 E120 S60 EX TRI SW CR & W35.5 L13 LOCKWOODS ADD AMES $314,400 $224,000 $538,400 $314,400 $224,000 $538,400 110 KELLOGG AVE SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382190 SECTION:02 TOWNSHIP:83 RANGE:24 BEG NW COR LOCKWOODS ADD S35' W120' N35' E120' TO BEG SE SW $92,400 $76,800 $169,200 $92,400 $76,800 $169,200 120 KELLOGG AVE SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382220 AMES GRAIN & COAL CO 1ST ADD LOTS 13-15 BLK 2 $267,400 $384,900 $652,300 $267,400 $384,900 $652,300 124 KELLOGG AVE SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382235 AMES GRAIN & COAL CO 1ST ADD PARCEL "A" LOT 16 BLK 2 & AMES GRAIN & COAL CO 2ND ADD LOT 11 & RR CFN 13-84 $101,900 $25,700 $127,600 $101,900 $25,700 $127,600 104 KELLOGG AVE SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382180 SECTION:02 TOWNSHIP:83 RANGE:24 BEG 35'S NW COR LOCKWODD ADD S40' W120' N40' E120' TO BEG SE SW SEC 2 AMES $91,500 $126,700 $218,200 $91,500 $126,700 $218,200 114 KELLOGG AVE SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035- 1157 0902382200 AMES GRAIN & COAL CO 1ST ADD LOTS 9 & 10 BLK 2 $187,200 $202,400 $389,600 $187,200 $202,400 $389,600 118 KELLOGG AVE STE 101 SALACL LLC 7575 NE 56TH ST BONDURANT IA 50035 0902382210 AMES GRAIN & COAL CO 1ST ADD LOTS 11 & 12 BLK 2 $170,100 $277,200 $447,300 $170,100 $277,200 $447,300 121 KELLOGG AVE WEDELSTEDT, EDWARD J 4655 COLORADO BLVD DENVER CO 80216- 3217 0902358010 LEE & MUNN'S SD LOTS 12 & 13 $86,300 $4,900 $91,200 $86,300 $4,900 $91,200 117 KELLOGG AVE WEDELSTEDT, EDWARD J 8547 E ARAPAHOE RD STE J-338 GREENWOOD VILLAGE CO 80112 0902358030 LEE & MUNN'S SD LOT:10 $52,900 $146,100 $199,000 $52,900 $146,100 $199,000 174 Attachment F Legal Description for New Boundary (Removing Kellogg Avenue South of the Union Pacific Railroad Tracks) Beginning at the northeast corner of Lot 5, Block 7, Original Town of Ames, Story County, Iowa; thence south a distance of 508.15 feet along the west ROW of Duff Avenue to the north ROW line of the Union Pacific Railroad; thence westerly along said ROW to the southwest corner of Lot 4, College Park Second Addition; thence northwesterly along the west line of said Lot 4 to the southeast corner of Lot 5, College Park Second Addition; thence north along the east line of said Lot 5 a distance of 158.1 feet to t he south ROW line of Fifth Street; thence east along said ROW line to the northwest corner of Lot 1, Triangle Addition, which is also a point on the south ROW line of Fifth Street: thence north across said ROW to the southwest corner of Lot 5, College Park First Addition; thence north along the west line of said Lot 5 a distance of 203 feet more or less to the southwest corner of Lot 4, College Park First Addition; thence north along the west line of said Lot 4 a distance of 100.4 feet to the south ROW line of Sixth Street; thence east along said ROW a distance of 2761 feet, more or less, to the northwest corner of Lot 1, Block 7, Original Town of Ames; thence north across said ROW to the east line of the alley of Block 6, Original Town of Ames; thence north along the east line of said alley a distance of 120 feet more or less to the northwest corner of Lot 4, Block 6, Original Town of Ames; thence east along the north line of said Lot 4 a distance of 180 feet to the west ROW of Duff Avenue; thence east a distance of 80 feet more or less across said ROW to the northwest corner of Lot 7 of Blair's 2nd Addition: thence east along the north line of said Lot 7 a distance of 180 feet to the northeast corner of said Lot 7; then south along the east line of said Lot 7 a distance of 60 feet to the southeast corner of said Lot 7; thence west along the south line of said Lot 7 a distance of 60 feet; thence south a distance of 60 feet to the north ROW of East Sixth Street; thence west along said north ROW a distance of 120 feet more or less to the east ROW of Duff Avenue; thence west across said ROW a distance of 80 feet more or less to the west ROW of Duff Avenue; thence south along said ROW a distance of 306 feet more or less to the Point of Beginning. 175 ITEM #:31 DATE:11-14-23 DEPT:P & H SUBJECT:INTEGRATED SITE PLAN SUBDIVISION FOR 3600 UNIVERSITY BOULEVARD, INCLUDING SIXTH ADDITION TO IOWA STATE UNIVERSITY RESEARCH PARK PHASE III SUBDIVISION PRELIMINARY PLAT AND MAJOR SITE DEVELOPMENT PLAN COUNCIL ACTION FORM BACKGROUND: Ames Fitness Center and Ames Play Yard are requesting approval of an Integrated Site Plan, which includes concurrent Preliminary Plat and Major Site Development Plan approval, to allow for construction a new building. The new building at 3600 University Boulevard would house an indoor playground west of the existing fitness center building (Attachment A – Location Map). No changes are proposed to the existing Ames Fitness Center building. The subject site totals 5.93 acres. The proposed subdivision includes two lots. The combined site will maintain its access from both Collaboration Place and University Boulevard; no new driveway access is proposed. The concurrent review of a Major Site Development Plan and Preliminary Plat is required as part of the Integrated Site Plan approval process. An Integrated Site Plan allows for the subdivision of a site into individual lots with consideration of the site in its entirety for evaluating access, circulation, maintenance, and compliance with certain zoning development standards (setbacks, landscaping, parking, etc.) that would otherwise apply to individual lots. Approval of an Integrated Site Plan allows for more flexible application of most development standards through the approval of the Major Site Development Plan, although the overall site must meet all minimum standards. This particular property is using the flexibility of the Integrated Site Plan to share parking, to reduce setbacks, and to place the two buildings on separate lots but with a physical connection. The site was originally platted in December 2015 as Lot 5 of the Iowa State University Research Park Phase III First Addition. The original preliminary plat for Iowa State University Research Park Phase III was approved in July 2015. The subject property is zoned Research Park Innovation District (RI). The land that abuts the site to the east and south is also zoned RI. The land to the west, across University Boulevard, is zoned Agricultural (A), and is mostly undeveloped with a single house. The land to the north, across Collaboration Place, is the site of a McFarland Clinic and is also zoned RI. (See Attachment B for full Zoning Map.) The preliminary plat (Attachment C) subdivides the existing Ames Fitness property into two developable lots. The smaller lot roughly encompasses the grassy area adjacent University Boulevard, directly west of the existing building. The integrated site plan enables the two new lots to share the existing parking, the maximum impervious coverage requirement (70%), and the minimum landscaped area requirement (20%). The total impervious coverage proposed is 60.75%; the total landscaped area proposed is 39.16%. The proposed lots both have frontage on a public street. The proposed plat meets minimum lot area and dimension requirements. No additional right-of-way dedication is proposed with the subdivision. When the Ames Fitness Center was approved in March 2016, the minimum parking requirements were 176 greater than they currently are (see Parking Table in the Addendum). Additionally, at the beginning of 2023, the City amended the Parking Code so that a parking reduction of 20% could be approved if the number of required spaces exceeds 100 (and so long as the total spaces was not reduced below 100). The development is calculated to require 288 spaces, which is subsequently reduced to a minimum of 231 after the 20% reduction. The development will have 261 spaces, including 7 new spaces. No traffic improvements are being required as part of this development as all driveways were determined to operate acceptably. The proposed Major Site Development Plan (Attachment D) accounts for all building configurations, uses, and features of the site layout. The new building will have 7,089 square feet; the current fitness center is 52,307 square feet. Building elevations are included (Attachment E – Building Elevations). The RI Zoning in Sec. 29.903(5) has design guidelines for the site, landscaping, and architecture. Not every guideline pertains to each project. For this site, the Site Design Guidelines encourage walkways to both public streets coordinating shared access to reduce driveway intersections. The site complies with these guidelines. The Landscape Design Guidelines encourage landscape design to enhance pedestrian environments with interesting elements of art, trellises, and shading of sidewalks. The site has trees lining the sidewalk from University Boulevard to the main entrance on the south side of the new building. The Architectural Design Guidelines encourage accentuating the main building entrance, windows that identify areas of activity and interest, and building massing to distinguish building components (through variations such as height). Since the Planning and Zoning Commission meeting, the architect for the project has refined the façade to accentuate the entrance and the design is now in compliance. The building meets the glazing guideline with large windows at the northwest corner where the play area is situated. The building also meets the massing guideline as the roof rises up to its highest point at the building corner closest to the traffic circle at University Boulevard and Collaboration Place, which will make for a dramatic approach. The site requires front yard landscaping along University Boulevard (location of the street frontage for development of the new Lot A), including overstory trees, shrubs, and grasses. The proposed plan will comply with the requirements of Sec. 29.403(1)(A)(i)(d) for non-residential, front yards. A complete analysis of the development with the Major Site Development Plan criteria is included in the addendum. ALTERNATIVES: 1. Approve the following: a. The Major Site Development Plan, subject to the following condition: i. Compliance with the City’s Outdoor Lighting Code b. The Preliminary Plat for the Iowa State University Research Park Phase III Subdivision, Sixth Addition, noting that prior to final plat all requirements of the integrated subdivision for agreements and easements are to be reviewed and approved by the City. 2. Approve the request for an Integrated Site Plan, which includes concurrent Preliminary Plat and Major Site Development Plan approval, for the properties at 3600 University Boulevard, with modified conditions. 177 3. Deny the request for an Integrated Site Plan, which includes concurrent Preliminary Plat and Major Site Development Plan approval, for the properties at 3600 University Boulevard if the Council finds that the City’s regulations and policies are not met. 4. Defer action on this request and refer it back to City staff and/or the applicant for additional information. CITY MANAGER'S RECOMMENDED ACTION: The proposed Integrated Site Plan allows for an expansion of use on a previously developed site. The purpose of the Integrated Site Plan Subdivision review is to determine that the overall layout, function, and building design meet City standards as a collective site and not as individual lots. Key considerations for the proposal are the design and location of buildings, appropriate landscaping and screening, access and circulation, and overall parking supply. The proposed new use, indoor playground facility, complements the existing fitness center and that of the nearby commercial and residential areas. With the conditions of approval, staff finds that the project meets the design principles of an Integrated Site Plan, subdivision standards, and the standards of the Major Site Development Plan. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative #1, as described above. 178 ADDENDUM PROJECT DESCRIPTION: The project site is a parcel of land totaling 5.93 acres fronting on Collaboration Place and University Boulevard; vehicle access is from both. The proposed development will divide the existing lot into two lot: the larger lot containing the existing Ames Fitness Center will be 4.93 acres; the smaller lot to contain Ames Play Yard is 1.00 acre. Parking. The parking for the development will be on both lots, though most of it will be on the Ames Fitness Center property (Lot B). Shared access and parking agreements are required. A note has been added to the preliminary plat, as required, that states all parking areas, drives, sidewalks, fire lanes, etc. are for the common use of all lots within the subdivision. Adequate parking, as required by the Zoning Code, is provided. The site requires 288 spaces and 261 will be provided. Lot # Building / Suites Use Size of Use Parking Ratio Requirement Parking Spaces Required Total Parking Spaces Required Parking Spaces with 20% Reduction Parking Spaces Provided A Ames Play Yard Recreation Facility 7,089 Sq. Ft. 5/1,000 Sq. Ft. 36 288 231 261 B Ames Fitness Center Chiropractor 1,400 Sq. Ft. 1/143 Sq. Ft. (7/1000 Sq. Ft.)* 10 Salon 2,104 Sq. Ft. 1/300 Sq. Ft. (3 1/3 /1000 Sq. Ft.)* 7 Pharmacy 1,982 Sq. Ft. 1/300 Sq. Ft. (3 1/3 /1000 Sq. Ft.)* 7 Kid’s Gym / Daycare 3,497 Sq. Ft. 1/5 children + 1/2 employees 11 Fitness Space 43,324 Sq. Ft. 5/1000 Sq. Ft. 217 TOTAL 52,307 Sq. Ft. 252 * The rate given was current in 2016. These parking rates have since changed. Landscaping. Research Park Innovation District zoned properties are required to adhere to the landscaping requirements in Sec. 29.403 and to provide a minimum of 20% open space. The benefit of the Integrated Site Plan is that this 20% can be applied across the entire development rather than on a per lot basis. The amount of open space provided meets the 20% requirement. This open space area is made of g reen space principally along the perimeter of the site along with a large grassy lawn in the middle, just south of the Fitness Center. Landscaping is required for Lot A and the adjacent new parking. The landscaping for Ames Fitness Center was compliant at the time of development and no alterations to that approved plan are required. The required number of trees is provided on Lot A along University Boulevard. The required planting depth is shown. The landscaping calculations 179 for shrubs and grasses match the amount as calculated by Staff. The landscaping for Ames Play Yard will have nine front yard overstory trees, 95 shrubs, and 142 grasses. An additional two overstory trees will be provided for the new parking. A sidewalk exists along Collaboration Place and will remain. A new, five-foot-wide public sidewalk will be constructed in the right-of-way along University Boulevard for the length of the property. Private sidewalks will be provided along buildings and connection will be provided to public walks. Building Elevations. Building elevations are included in this report. (Attachment E – Building Elevations). The RI zoning has architectural guidelines, including accentuating the entrance, glazing design, and massing. The building will be of a similar scale and material to other nearby buildings. The existing Ames Fitness Center is fiber paneling and brick with a concrete block foundation. The new building will also be a mix of fiber paneling, brick, metal and metal panels with a concrete block foundation. The façade will be in a range of colors: brown, grey, and charcoal. The same architecture firm design Ames Fitness Center, the nearby McFarland Clinic, and the proposed indoor playground. The building elevations do indicate lighting will be located on the buildings. Fixture information was not provided. It should be noted that all lighting on buildings and in parking areas will need to comply with the City’s Outdoor Lighting Code. Building Restriction Easement. A boundary line adjustment was recently recorded that moves the tennis courts southeast of the Fitness Center building onto the Alliant Energy Agriculture Innovation Lab property to the south. The indoor tennis courts are enclosed in a pressurized structure informally known as a ‘bubble’. Additional tennis courts are planned to be constructed and the tennis bubble is to be enlarged. Ordinarily, commercial buildings are setback 10 feet from one another; any closer and additional fire protection is required. Due to the nature of the tennis bubble, however, Building and Fire Codes require additional setbacks: 60 feet on each side. The RI zoning district requires 10 feet of setback for a building from a property line. The property lines for the tennis bubble boundary line adjustment were placed 10 feet from the edge of the proposed, enlarged tennis bubble (new plats cannot create a building setback encroachment). In responding to concerns from the Inspections (Building) Division, staff required a 50- foot building restriction easement to be recorded on the Fitness Center property to ensure that no structure would be erected on the adjacent parcel. This easement was executed on the tennis bubble boundary line adjustment and is reflected on the current Preliminary Plat in the southeast corner of the Fitness Center property. The easement will also be reflected on the Final Plat. 180 Infrastructure. The site is served by City infrastructure except for electricity: the property is within the Alliant Energy service territory. Easements are shown on the Preliminary Plat/Site. Utility service has been provided to the tennis bubble from the Fitness Center property. With the new boundary line adjustment moving the tennis bubble onto the Alliant Energy Agriculture Innovation Lab parcel, the Fitness Center service lines (water, wastewater, and electric) will be abandoned and new utility service will be taken from the new property. Storm Water Treatment. The site is subject to conformance with Municipal Code Chapter 5a and 5b requirements for storm water control and treatment. The Public Works Department has reviewed the submitted plans and has concluded that existing stormwater facilities can handle the increased runoff from the construction of the building. Access/Traffic. Vehicular access is currently provided to the site from both Collaboration Place and University Boulevard. The existing vehicular access points will remain in the same location and configuration. Address. Ames Fitness Center is addressed at 3600 University Boulevard and has been since the building was approved for construction in 2016. Addresses are based off of street frontage and the distance from the dividing line (Lincoln Way divides north addresses from south; Duff Avenue divides east addresses from west). With this new property subdivision, the parcel containing Ames Fitness will no longer be directly on University Boulevard. All of the current west right-of-way frontage for the Fitness Center will now be on the parcel containing Ames Play Yard. After consulting with the City’s address coordinator, Ames Fitness has been granted a waiver to allow it to keep the existing address. Staff reasoned that the because the vehicular access is not changing (the driveways are to remain as is) and because the subdivision is integrated, travelers to the site will not be able to perceive that the Fitness Center property does not front on University Boulevard. As an established business, changing the address would also cause disruption. Ames Play Yard will be addressed 3610 University Boulevard. Major Site Development Plan Criteria. The standards are found in Ames Municipal Code Section 29.1502(4)(d) and include the following requirements. When acting upon an application for a Major Site Development Plan approval, the Planning and Zoning Commission and the City Council shall rely upon generally accepted site planning criteria and design standards. These criteria and standards are necessary to fulfill the intent of the Zoning Ordinance, the Land Use Policy Plan, and are the minimum necessary to safeguard the public health, safety, aesthetics, and general welfare. See Attachment F for a full review of the individual development criteria for the Major Site Development Plan. Public Notice. Notice was mailed to property owners within 200 feet of the subject site and a sign was posted on the subject property. As of this writing, no comments have been received. 181 Attachment A Location Map 182 Attachment B Zoning Map 183 Attachment C Preliminary Plat 184 185 186 Attachment D Major Site Plan 187 188 189 190 191 Attachment E Building Elevations 192 193 194 Attachment F Major Site Development Plan Criteria. 1. The design of the proposed development shall make adequate provisions for surface and subsurface drainage to limit the rate of increased runoff of surface water to adjacent and downstream property. The Public Works Department has reviewed the proposed development and is satisfied that the regional detention will be able to handle the increase in impervious coverage created by the new building and its accompanying patio. 2. The design of the proposed development shall make adequate provision for connection to water, sanitary sewer, electrical, and other utility lines within the capacity limits of those utility lines. The existing utilities were reviewed and found adequate to support the anticipated load of the proposed development. There are no offsite upgrades needed to serve the site for any utility. 3. The design of the proposed development shall make adequate provision for fire protection through building placement, acceptable location of flammable materials, and other measures to ensure fire safety. The fire inspector has reviewed access and fire truck circulation and found that the needs of the Fire Department are met for access and circulation. There is access to the whole site from both University Boulevard and Collaboration Place. 4. The design of the proposed development shall not increase the danger of erosion, flooding, landslide, or other endangerment to adjoining and surrounding property. It is not anticipated that this proposed development will be a danger due to its location on the site, the flatness of the parcel, and the distance from a floodplain. 5. Natural topographic and landscape features of the site shall be incorporated into the development design. The developer is working with the existing topography of the site, which is generally flat. The disturbed areas of the site, the new Lot A, are required to come into compliance with current landscape requirements. 6. The design of the interior vehicle and pedestrian circulation shall provide for convenient flow of vehicles and movement of pedestrians and shall prevent hazards to adjacent streets or property. 195 The proposed development will continue to take access off both University Boulevard and Collaboration Place using the existing vehicular entrances. No changes are proposed for site access. A new sidewalk will be installed on University Boulevard, starting at the traffic circle with Collaboration Place and ending at the south property line. All interior private sidewalks will continue to connect with the public sidewalk system both existing on Collaboration Place and to come on University Boulevard. 7. The design of outdoor parking areas, storage yards, trash and dumpster areas, and other exterior features shall be adequately landscaped or screened to minimize potential nuisance and impairment to the use of adjoining property. The existing site parking areas will be retained. The new Ames Play Yard building and its landscaping will provide greater front yard landscaping and greater screening of the parking lot than currently exists. The parking lot design changed from the initial submittal to the layout presented in this report. Staff noticed that no accessible parking spaces are located near indoor playground. Staff is requesting that the applicant either move some of the spaces or add additional spaces to be near the entrance to Ames Play Land. A new dumpster enclosure is to the south of Ames Play Yard. The applicant is proposing 6 new overstory trees, 2 new ornamental trees (which can be substituted for one required overstory tree), 56 new shrubs, and 159 new grasses (three grasses can be substituted for one required shrub) for the landscaping. 8. The proposed development shall limit entrances and exits upon adjacent streets in order to prevent congestion on adjacent and surrounding streets and in order to provide for safe and orderly vehicle movement. All existing access into the development will remain at their existing locations. No new driveway entrances will be created. 9. Exterior lighting shall relate to the scale and location of the development in order to maintain adequate security, while preventing a nuisance or hardship to adjacent property or streets. All lighting will be required to comply with the City’s Outdoor Lighting code, Section 29.411. Building lighting must also meet downlighting requirements. 10. The proposed development shall ensure that dust and other forms of air pollution, noise disturbances, odor, glare, and other nuisances will be limited to acceptable levels as prescribed in other applicable State and City regulations. The proposed development is not expected to generate any nuisances. 196 11. Site coverage, building scale, setbacks, and open spaces shall be in proportion with the development property and with existing and planned development and structures, in adjacent and surrounding property. The proposed development complies with the site coverage requirements, which in RI requires a minimum of 20% landscaped area. The site proposes 39.16% landscaped area. The proposed layout of the development is consistent with surrounding commercial development. The maximum height allowed is 100 feet; all nearby buildings are well under this limit. The proposed structure is 30 feet to the top of the highest point of the roof at the northwest corner. The development complies with all minimum and maximum setbacks. The minimum setback along University Boulevard is 30 feet. All other streets in the RI zoning district (including Collaboration Place) have a 10-foot minimum. For the Hub Activity Area, which includes this property, there is a maximum setback of 20 feet. The northwest corner of the building is between the 10- and 20-foot setbacks. The approval of an Integrated Site Plan allows some benefit by allowing some site development regulations to be applied across the entire site rather than on an individual lot basis allowing for a more condensed site compared to individual lot development. 197 Attachment G Applicable Subdivision Law The laws applicable to this Preliminary Plat Subdivision include, but are not limited to, the following: (verbatim language is shown in italics, other references are paraphrased): Code of Iowa Chapter 354, Section 8 requires that the governing body shall determine whether the subdivision conforms to its Land Use Policy Plan. Ames Municipal Code Chapter 23, Subdivisions, Division I, outlines the general provisions for subdivisions within the City limits and within two miles of the City limits of Ames. Ames Municipal Code Section 23.302(3): (3) Planning and Zoning Commission Review: (a) The Planning and Zoning Commission shall examine the Preliminary Plat, any comments, recommendations or reports assembled or made by the Department of Planning and Housing, and such other information as it deems necessary or desirable to consider. (b) Based upon such examination, the Planning and Zoning Commission shall ascertain whether the Preliminary Plat conforms to relevant and applicable design and improvement standards in these Regulations, to other City ordinances and standards, to the City’s Land Use Policy Plan, and to the City’s other duly adopted Plans. Ames Municipal Code Section 23.302(4): Planning and Zoning Commission Recommendation: Following such examination and within 30 days of the regular meeting of the Planning and Zoning Commission at which a complete Application is first formally received for consideration, the Planning and Zoning Commission shall forward a report including its recommendation to the City Council. The Planning and Zoning Commission shall set forth its reasons for any recommendation to disapprove or to modify any Preliminary Plat in its report to the City Council and shall provide a written copy of such reasons to the developer. 23.700 SUBDIVISION FOR INTEGRATED SUBDIVISIONS 23.702. APPLICABILITY. (1) The subject site shall consist of one or more legally created lots. (2) The property must be zoned commercial, industrial, medium density residential or high density residential. (3) Residential development under these provisions is limited to apartment dwellings only. 198 (4) The subdivision must be associated with a Major Site Development Plan under Chapter 29.1502. Within this context, the Major Site Development Plan will be considered and referred to as an Integrated Site Plan. REVIEW PROCEDURE. An Integrated Site Plan Subdivision is subject to the same review process and decision criteria as Major Subdivision (Section 23.302); and an Integrated Site Plan is subject to the same review process and decision criteria as a Major Site Development Plan (Section 29.1502). Although the subdivision and site plans are separate documents, they are reviewed and processed simultaneously, and an Integrated Site Plan Subdivision incorporates by reference all documents of an approved Integrated Site Plan. 199 ITEM #:32 DATE:11-14-23 DEPT:PW SUBJECT:2022/23 STORM WATER EROSION CONTROL (CLEAR CREEK BANK STABILIZATION - UTAH DRIVE) COUNCIL ACTION FORM BACKGROUND: This annual program provides for stabilization of areas that have become eroded in streams, channels, swales, gullies, or drainage ways that are part of the stormwater system. This program provides a more permanent control of the erosion and will reduce recurring maintenance costs in these areas. The location for this project is Clear Creek near Utah Drive. A future project phase in this program includes Clear Creek bank stabilization (west of British Columbia Avenue). On November 8, 2023, bids for the project were received as follows: Bidder Base Bid Amount Engineer's estimate $ 102,966.50 Iowa Earth Works $ 75,615.40 RW Excavating Solutions, LC $ 80,022.47 Nagel Construction LLC $ 80,266.85 Con-Struct Inc $ 92,277.00 On Track Construction LLC $ 94,455.00 Gehrke Inc $ 97,146.68 Keller Excavating Inc $ 97,345.70 Revenues and expenses associated with this program are estimated, as follows: Program Revenue Expenses Storm Water Utility Fund $ 350,000 Construction (Low Bid) $ 75,615.40 Storm Water Erosion Control (future projects) $ 204,384.60 Engineering/Administration (Est.) $ 70,000.00 Total $ 350, 000 $ 350,000.00 200 ALTERNATIVES: 1. a. Accept the report of bids for the 2022/23 Storm Water Erosion Control (Clear Creek Bank Stabilization - Utah Drive) project. b. Approve the final plans and specifications for this project. c. Award the 2022/23 Storm Water Erosion Control (Clear Creek Bank Stabilization - Utah Drive) project to Iowa Earth Works of Huxley, Iowa in the amount of $75,615.40. 2. Award the contract to one of the other bidders. 3. Do not proceed with this project. CITY MANAGER'S RECOMMENDED ACTION: By approving final plans and specifications and awarding the contract, this project will result in permanent control of the erosion and will reduce recurring maintenance costs. Therefore, it is the recommendation of the City Manager that the City Council adopt Alternative No. 1, as described above. 201 960 965 965 965 965 965 965 965 965 965 965 965 965 965 965 965 965 965 965 970 970 970 970 970 970 970 970 970 970 975 975 975 975 975 975 975 975 975 975 980 980 980 980 980 980 980 980 980 980 985 985 985 985 985 985 985 985 985 985 990 990 990 990 990 990 990 990 990 990 990 995 995 995 995 995 995 995 995 995 995 995 995 995 995 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1005 1005 1005 1005 1005 1005 1005 1005 1005 1005 1005 1005 1005 1010 1010 1010 1010 1010 1010 1015 1015 O FEET 25 G.1SURVEY INFORMATION CITY OF AMES GROUP DEVELOPMENT HUNZIKER GROUP DEVELOPMENT HUNZIKER BARTALOTTI OTAVIO AUGUSTO 4917 UTAH DR. BOWMAN MICHAEL & BETTY 4921 UTAH DR. MINOR SHANNON & ANDREW 4925 UTAH DR. Point No.Description Y (Northing)X (Easting)Elevation and other control points prior to performing construction survey. Verify survey control point positions and elevations against benchmarks This project is on the IOWA REGIONAL COORDINATE SYSTEM RCS 8 and is on the NAVD88 datum. NOTES: 202 201 200 5/8" Rebar No Cap 5/8" Rebar No Cap 5/8" Rebar No Cap 966.046 971.415 969.434 7,648,397.073 7,648,514.337 7,648,505.187 18,508,302.487 18,508,238.479 18,508,403.348 Point No.Description Y (Northing)X (Easting)Elevation 1000 Sanitary Manhole Lid 966.048 Point No.Description Y (Northing)X (Easting)Elevation 6 5 4 3 2 1 1/2" Pipe T-Bar Cap #13644 T-Bar Cap #13644 1/2" Rebar 1/2" Rebar Cap #8136 1/2" Rebar 971.960 971.643 965.107 967.437 971.981 967.817 7,648,384.478 18,508,308.610 7,648,604.040 7,648,554.507 7,648,169.945 7,648,222.612 7,648,325.710 7,648,596.166 18,508,254.490 18,508,267.440 18,508,320.421 18,508,393.839 18,508,393.594 18,508,392.681 CP 201 CP 202 CP 200 BM 1000 CONTROL POINTS (CP's) BENCHMARKS (BM's) FOUND PROPERTY MONUMENTS (PM's) PM 6 PM 5 PM 2 PM 3 PM 4 PM 1 ACCESS ROUTE bbirkland G:\3-MUNICIPAL\9620 Ames Clear Creek Stablization - Utah Dr\Plans\9620Plans-2D-IARCS08-SS10.dgn9:24:36 AM 9/27/2023 LOCAL AGENCY:CITY OF AMES PROJECT NUMBER:DESIGN TEAM:WHKS & Co.ENGLISH SHEET NAME:SHEET NUMBER: STORY COUNTY 560-8638-489 PLAN DETAILS REFER TO D SHEET FOR UTAH DR. SITE ACCESS REFER TO J SHEETS FOR 202