HomeMy WebLinkAbout~Master - January 25, 2022, Regular Meeting of the Ames City CouncilAGENDA
REGULAR MEETING OF THE AMES CONFERENCE BOARD AND
REGULAR MEETING OF THE AMES CITY COUNCIL
COUNCIL CHAMBERS - CITY HALL
JANUARY 25, 2022
NOTICE TO THE PUBLIC: The Mayor and City Council welcome comments from the public
during discussion. If you wish to speak, please complete an orange card and hand it to the City Clerk.
When your name is called, please step to the microphone, state your name for the record, and limit the
time used to present your remarks in order that others may be given the opportunity to speak. The
normal process on any particular agenda item is that the motion is placed on the floor, input is
received from the audience, the Council is given an opportunity to comment on the issue or respond
to the audience concerns, and the vote is taken. On ordinances, there is time provided for public
input at the time of the first reading.
REGULAR MEETING OF THE AMES CONFERENCE BOARD
CALL TO ORDER: 6:00 p.m.
1. Roll Call
2. Motion approving Minutes of December 14, 2021
3. Resolution approving appointment of Nancy Halvorson to Board of Review
4. Discussion of City Assessor’s budget proposals:
a. Motion approving recommendations of Assessor’s report
b. Motion to receive proposed budget (adoption of budget will occur after hearing is held)
c. Motion to set 6:00 p.m. on February 22, 2022, as date of public hearing on proposed FY
2022/23 City Assessor’s budget
CONFERENCE BOARD COMMENTS:
ADJOURNMENT:
REGULAR MEETING OF AMES CITY COUNCIL*
*The Regular Meeting of the Ames City Council will immediately follow the Regular Meeting
of the Ames Conference Board.
CALL TO ORDER: 6:00 p.m.
CONSENT AGENDA: All items listed under the Consent Agenda will be enacted by one motion.
There will be no separate discussion of these items unless a request is made prior to the time the
Council members vote on the motion.
1. Motion approving payment of claims
2. Motion approving Minutes of Regular City Council Meetings held January 11, 2022
3. Motion approving renewal of the following Beer Permits, Wine Permits and Liquor Licenses:
a. Class E Liquor License with Class B Wine Permit and Class C Beer Permit (Carry-out) -
Fareway Stores, Inc. #093, 3619 Stange Road
b. Class E Liquor License with Class B Wine Permit and Class C Beer Permit (Carry-out) -
Fareway Stores, Inc. #386, 619 Burnett Avenue
c. Class C Liquor License with Sunday Sales - Dog Eared Books, 203 Main St
d. Special Class C Liquor License with Outdoor Service and Sunday Sales - Blaze Pizza,
2320 Lincoln Way
e. Class C Liquor License with Outdoor Service and Sunday Sales - El Azteca, 2727 Stange
Road, Pending Dram Shop Insurance
f. Class C Liquor License with Catering Privilege and Sunday Sales - Ge’Angelo’s, 823
Wheeler Street, Suite #9
g. Class C Liquor License with Outdoor Service and Sunday Sales - Blue Owl Bar, 223
Welch Avenue
4.Request for Midnight Madness on July 9, 2022:
a. Resolution approving partial street closures of Collaboration Place Road to S Riverside
Drive (north side lane), S Riverside Drive North to Airport Road (west side lane), Airport
Road between S Riverside Drive & South Loop Drive (south side of east bound traffic),
South Loop Drive (east side of road), and University Boulevard from Cottonwood Road
to Collaboration Place (east side of road)
5.Resolution approving Encroachment Permit Agreement for Sign at 400 Main Street
6. Resolution approving Investment Report for Quarter Ending December 31, 2021
7. Resolution approving appointment of Council Member Amber Corrieri to the Ames Economic
Development Committee (AEDC)
8. Resolution approving reappointment of Council Member Gloria Betcher to the Ames Convention
and Visitors Bureau (ACVB)
9. Resolution approving appointment of Council Member Tim Gartin to the Ioway Creek Watershed
Management Authority
10. Resolution appointing Council Member Tim Gartin to serve on the Headwaters of the South
Skunk Watershed Management Authority
11. Resolution approving preliminary plans and specifications for 2021/22 Downtown Street
Pavement Improvements (Alley - Duff to Sherman, North of Lincoln Way; setting February 16,
2022, as bid due date and February 22, 2022, as date of public hearing
12. Resolution approving preliminary plans and specifications for 2021/22 Concrete Pavement
Improvements (S. Kellogg Avenue and N. 2nd Street; setting February 16, 2022, as bid due date
and February 22, 2022, as date of public hearing
13. Resolution accepting completion of Maintenance Facility Fabric Building
14. Resolution accepting completion of public improvements and releasing security for Sunset Ridge
Subdivision, 9th Addition
PUBLIC FORUM: This is a time set aside for comments from the public on topics of City business
other than those listed on this agenda. Please understand that the Council will not take any action
on your comments at this meeting due to requirements of the Open Meetings Law, but may do so
at a future meeting. The Mayor and City Council welcome comments from the public; however, at
no time is it appropriate to use profane, obscene, or slanderous language. The Mayor may limit each
2
speaker to three minutes.
FINANCE:
15. 2022-2027 Capital Improvements Plan:
a. Receive public input
PARKS & RECREATION:
16. Motion approving the Scope of Services to be included in the Request for Proposals for hiring
a Construction Management Firm for the indoor Aquatic Center project
17. Staff Report regarding aquatic programming after Municipal Pool closes and potential changes
in hours at Furman Aquatic Center to accommodate swimming lessons
PLANNING & HOUSING:
18.Resolution finding that the nomination of the Pi Kappa Alpha fraternity house to the National
Register of Historic Places meets National Register “Significance Criterion A and C and
recommend National Register eligibility to the State Nominations Review Committee
19.Staff Report regarding request to review zoning requirements for ground floor commercial use
within a CCR-zoned property at 4820 Mortensen Road
20.Request for Proposals regarding small lot industrial development subdivision utilizing tax
increment financing:
a.Motion directing staff to proceed with evaluating the proposal and attempt to negotiate
mutually acceptable terms for a possible development agreement
21.Kingsbury’s Subdivision, 5th Addition:
a.Resolution approving Developer’s Agreement
b.Resolution approving Final Plat
HEARINGS:
22.Hearing on proposal for the City of Ames to lease its right, title, and interest to property locally
known as 205 South Walnut, Ames, to Heartland Senior Services for a period of 50 years
(continued from January 11, 2022):
a. Motion to continue hearing to February 8, 2022
23. Hearing on proposed Text Amendment to modify the Planned Unit Development Overlay
District standards to allow for a small commercial component to districts:
a. First passage of ordinance
24. Hearing on 2021/22 Pavement Restoration - Slurry Seal:
a. Resolution approving final plans and specifications and awarding contract to Fort Dodge
Asphalt Company, of Fort Dodge, Iowa, in the amount of $255,733.75
25. Hearing on City Hall Parking Lot Expansion:
a. Resolution approving final plans and specifications and awarding contract to All Star
Concrete LLC, of Johnston, Iowa, in the amount of $306,300.56
26. Hearing on 2021/22 Asphalt Street Pavement Improvements (Opal Dr., Opal Cir., Harcourt Dr.,
Turquoise Cir., and Top-O-Hollow Rd.):
a. Resolution approving final plans and specifications and awarding contract to Manatt’s
3
Inc., of Ames, Iowa, in the amount of $2,133,380.02
27. Hearing on 2021/22 Seal Coat Street Pavement Improvements & 2021/22 Water System
Improvements Program - Stafford Avenue (E 13th Street - South End):
a. Resolution approving final plans and specifications and awarding contract to Manatt’s
Inc., of Ames, Iowa, in the amount of $990,785.14
28. Hearing on 2021/22 Traffic Signal Program (University Blvd. & S. 4th St):
a. Resolution approving final plans and specifications and awarding contract to Voltmer,
Inc., of Decorah, Iowa, in the amount of $293,231.41
29. Hearing on 2020/21 South Dayton Improvements:
a. Resolution approving final plans and specifications and awarding contract to All Star
Concrete, LLC, of Johnston, Iowa, in the amount of $696,037.03
ORDINANCES:
30. First passage of revised Ordinance establishing new wards/precincts (second and third readings
and adoption requested)
31. Second passage of ordinance rezoning 23959-580th Avenue from Agricultural “A” to Intensive
Industrial “II” (third reading and adoption requested)
32. Third passage and adoption of ORDINANCE NO. 4453 revising the standards for detached
garages and accessory buildings and nonconforming structures
33. Third passage and adoption of ORDINANCE NO. 4454 changing the name of Squaw Creek
Drive to Stonehaven Drive
34. Third passage and adoption of ORDINANCE NO. 4455 amending the parking regulations to
incorporate the renaming of Squaw Creek Drive to Stonehaven Drive
DISPOSITION OF COMMUNICATIONS TO COUNCIL:
COUNCIL COMMENTS:
CLOSED SESSION:
35. Motion to hold Closed Session as provided by Section 20.17(3), Code of Iowa, to discuss
collective bargaining strategy:
a. Resolution ratifying contract with Ames Professional Firefighters Local 625 of the
International Association of Firefighters
ADJOURNMENT:
Please note that this agenda may be changed up to 24 hours before the meeting time as
provided by Section 21.4(2), Code of Iowa.
4
MINUTES OF THE SPECIAL MEETING OF THE
AMES CONFERENCE BOARD
AMES, IOWA DECEMBER 14, 2021
SPECIAL MEETING OF THE AMES CONFERENCE BOARD
The Regular Meeting of the Ames Conference Board was called to order by Chairman John Haila
at 6:05 p.m. on December 14, 2021. Present from the Ames City Council were Bronwyn
Beatty-Hansen, Gloria Betcher, Amber Corrieri, Tim Gartin, Rachel Junck, and David Martin. Linda
Murken, Lisa Heddens, and Latifah Faisal represented the Story County Board of Supervisors. Other
members in attendance were: Kelly Winfrey, Ames Community School Board of Directors. Joe
Anderson, Nevada School Board of Directors was brought in via Zoom. Gilbert School Board of
Directors and United Community School Board of Directors were not represented.
APPROVING MINUTES OF CONFERENCE BOARD MEETINGS HELD FEBRUARY 23,
MARCH 23, MAY 11, MAY 13, JULY 27, AND OCTOBER 14, 2021: Moved by Beatty-Hansen,
seconded by Heddens, to approve the Minutes of the Conference Board Meetings held on February
23, March 23, May 11, May 13, July 27, and October 14, 2021.
Vote on Motion: 3-0. Motion declared carried unanimously.
AUTHORIZING THE HUMAN RESOURCES DEPARTMENT TO POST THE CITY
ASSESSOR JOB VACANCY TO CLOSE ON JANUARY 28, 2022: Assistant City Manager Deb
Schildroth noted that, in November, the Examining Board was put together to work on getting a
registered list of qualified Assessors. The list has been received and there are approximately 207
names on the list, but half of those are retired. There are 21 new names on the list compared to last
year’s list. Staff will proceed with sending out letters to all the qualified applicants letting them know
of the open position and to apply if interested. She stated they will also include in the letter the
activities that have taken place over the past year. Authorization from the Conference Board was
needed to post the position.
The Mayor asked Ms. Schildroth to speak about what type of communication is going to be done
regarding the Report that the Department of Revenue did. Ms. Schildroth noted that the Report is
a public document and staff will make sure it is available to anyone who wants to review it. If there
are any specific questions about the Report, they will be referred to Julie Roisen with the Department
of Review as she prepared the Report.
Moved by Junck, seconded by Heddens, to authorize the Human Resources Department to post the
City Assessor job vacancy and to close the posting on January 28, 2022.
Vote on Motion: 3-0. Motion declared carried unanimously.
APPOINTING A SUBCOMMITTEE FOR CITY ASSESSOR INTERVIEW PROCESS:
Assistant City Manager Deb Schildroth explained that as part of the interviewing process staff is
recommending having a subcommittee be a part of the process. She asked that there be an individual
from each of the jurisdictions to help with crafting the questions and interviewing the candidates.
Ms. Schildroth commented that the Conference Board should be included in the process.
The Mayor noted that the role of the Examining Board is to obtain a list of candidates, and after
speaking with the City Attorney, the Conference Board can be included in the interview process with
potential candidates. The final decision will come back to the Conference Board. Story County
Supervisor Lisa Heddens asked to clarify if the entire Examining Board would be interviewing
candidates or just a subcommittee. The Mayor indicated that either the entire Examining Board
would do the interview process or a subcommittee could perform those tasks.
Council Member Betcher inquired how a subcommittee would differ from the Mini-Board. The
Mayor said he did not have an answer to that question. Ms. Schildroth stated that her understanding
is that one of the main duties of the Mini-Board is to review the budget that the Assessor’s office
puts together. She commented that at this time they are still trying to figure out who is on the Mini-
Board.
Moved by Winfrey, seconded by Anderson, to nominate Dr. Allen Bierbaum from the Ames
Community School Board to serve as the representative for the School Boards on the subcommittee.
Moved by Martin, seconded by Betcher, to nominate John Haila to serve as the City Council
representative on the subcommittee.
Moved by Murken, seconded by Faisal, to nominate Supervisor Lisa Heddens to serve as the
representative for Story County on the subcommittee.
Moved by Gartin, seconded by Murken, to approve the appointment of Dr. Allen Bierbaum, Mayor
John Haila, and Supervisor Lisa Heddens to serve as the members of the subcommittee for the City
Assessor interview process.
Vote on Motion: 3-0. Motion declared carried unanimously.
CONFERENCE BOARD COMMENTS: No comments were made.
ADJOURNMENT: Moved by Heddens to adjourn the Ames Conference Board meeting at 6:18
p.m.
______________________________________________________________________
Amy L. Colwell, Deputy City Clerk John A. Haila, Mayor
__________________________________
Diane R. Voss, City Clerk
Caring People Quality Programs Exceptional Service
515.239.5105 main
239.5142 fax
Ave.
MEMO
TO: Members of the City Council
FROM: John A. Haila, Chairperson
DATE: January 25, 2022
SUBJECT: Appointment to Board of Review
Board of Review Member Angie Schrek had submitted her resignation from the
Board. Her term of office does not expire until December 31, 2027; therefore, it
will be necessary for the Conference Board to fill this position.
Nancy Halvorson has indicated her interest in serving on the Board of Review.
Therefore, it is my recommendation that the Conference Board appoint Nancy
Halvorson to serve the remainder of this unexpired term. Nancy may be
reappointed should she wish to serve a full six-year term of office.
JAH/alc
Item No. CB3
Ames City Assessor’s Budget Proposal for the 2022-2023 Fiscal Year
For the Conference Board meeting at 6:00 PM on January 25, 2022
Page 1 of 8
This report outlines the structure, programs, duties and activities of the Ames City Assessor’s Office.
The Mini Conference Board met January 6, 2022, to review the Assessor’s budget proposal. The
meeting was held in City Hall. Members present were Lisa Heddens, Story County Board of
Supervisors, and Kelly Winfrey, Ames School Board of Directors; Amber Corrieri, Ames City
Council member, joined the meeting via telephone. Also present were Deb Schildroth, City
Manager’s Office, representing Diane Voss, Acting City Assessor, and Brenda Swaim from the City
Assessor’s Office. Dan Boberg, also from the City Assessor’s Office, recorded the minutes.
CONFERENCE BOARD
Iowa assessment laws can be found in Chapter 441 of the Iowa Code. Other chapters affect the
process, and there are numerous administrative rules. The Code creates a Conference Board for each
county. City Assessors are optional for cities with populations over 10,000. City Assessors are
created by ordinance and a Conference Board is automatically created. The City Conference Board
includes the City Council, School Boards of Directors (Ames, Gilbert, Nevada and United) and
County Board of Supervisors. The Mayor is chairperson. The Conference Board votes as three
voting units, with a majority of the members present for each unit determining the unit’s vote. At
least two members of a voting unit must be present to be eligible to vote. A quorum is reached when
at least two members from two units are present.
The Conference Board must meet annually to propose a budget for publication. The Board must
meet again to hold a budget hearing and approve a budget. The Ames City Conference Board has
used a subcommittee called the Mini Conference Board to facilitate the budget discussion. Each of
the three voting bodies appoints a member to the Mini Board to conduct a preliminary meeting to
discuss budget proposals with the Assessor and report back to their full body. The Mini Board has
also been used to draft a personnel policy handbook and advise the Assessor on policy issues.
The Conference Board appoints the Assessor, Examining Board, and Board of Review. The
Examining Board is activated when the Assessor position is vacant, or in the unlikely event of a
Deputy Assessor appealing a termination or disciplinary action.
BOARD OF REVIEW
The Ames Board of Review has five members. Members are appointed for staggered six-year terms.
The Code requires members to have different occupations, and that at least one is experienced in real
estate or construction. The Board of Review meets annually in a limited time frame to hear appeals.
Most decisions from the Assessor can be appealed (e.g. value, classification, exemption).
There is one vacant seat needing to be filled. The expiration date for each current board member is as
follows:
Gina McAndrews 12/31/2022 Park Woodle 12/31/2025
Bill Whitman 12/31/2023 Vacant 12/31/2026
Gail Johnston 12/31/2024
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 2 of 8
ASSESSOR
The Conference Board appoints, or reappoints, an assessor for a six-year term. Iowa assessors are
required to pass a comprehensive examination before being eligible to be appointed. In order to be
reappointed, 150 hours of state-approved continuing education, of which at least 90 hours must be
tested courses, are required during the six-year term. The incoming Assessor will fulfill the
remainder of the existing term that started January 1, 2021.
The main duties of the Assessor are to classify and value all taxable property in the assessment
jurisdiction. Iowa law requires reassessment in odd-numbered years and notification of changes to
value or classification in even-numbered years. Even-numbered year changes are typically new
construction or renovation of existing structures.
In addition, the Assessor administers multiple credit and exemption programs. The most common are
the homestead credit and military service exemption. Less common, but more problematic, are
exemption claims for religious and charitable organizations and business property tax credits.
In the course of classifying and valuing property in Ames, extensive property-related information is
acquired. Public information laws require, and common sense dictates, that most of this information
be readily available for review. This often involves considerable time and effort but is an essential
part of the operation.
It is also important for the Conference Board members to fully understand what the Assessor does
not do:
Does not calculate or collect taxes.
Does not set the level of value – the Assessor measures the level of value, as indicated by
sales of real property in Ames.
Does not make the laws and rules for assessments.
The most visible function of the office tends to be providing information to the public via the
Internet or through requests in the office. However, the first priority and the primary effort of the
office is discovering changes in real property, such as new construction, and maintaining the
classification and values for the entire tax base of Ames.
In summary, the Assessor has a variety of duties and functions and is an integral component of local
government operations.
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 3 of 8
ASSESSED AND TAXABLE VALUES
The changes in tax base for assessed and taxable values from 2020 to 2021 are shown in the
following two tables:
Table 1. Assessed Values by Class
Ames Valuation by Class: 100% Assessed Values
(in Thousands of Dollars)
Class 2020
Actual 2021
Actual
Difference
2020 to
2021
% Change
Ag Land & Ag Bldgs $4,014 $4,132 $118 2.9%
Residential $3,681,243 $3,892,489 $211,246 5.7%
Multiresidential $299,138 $307,293 $8,156 2.7%
Commercial $917,809 $1,032,740 $114,931 12.5%
Industrial $158,198 $171,694 $13,496 8.5%
Railroads & Utilities less Gas & Electric $14,493 $14,899 $406 2.8%
Total Except Gas & Electric $5,074,895 $5,423,247 $348,353 6.9%
Gas & Electric Valuation $37,541 $37,635 $94 0.3%
100% Assessed Values Total $5,112,436 $5,460,882 $348,447 6.8%
T.I.F Value Not Included $0 $0
Source: Iowa Department of Management Reports for Story County as of January 1, 2022.
Table 2. Taxable Values by Class
Ames Taxable Valuation by Class: Rolled Back & Taxable Values
(in Thousands of Dollars)
Class 2020
Actual 2021
Actual
Difference
2020 to
2021
% Change
Ag Land & Ag Bldgs $3,372 $3,679 $307 9.1%
Residential $2,076,567 $2,107,012 $30,445 1.4%
Multiresidential $201,918 $195,900 ($6,018) ‐3.0%
Commercial $819,752 $925,372 $105,620 12.9%
Industrial $140,542 $152,893 $12,351 8.8%
Railroads & Utilities less Gas & Electric $13,323 $13,703 $380 2.9%
Total $3,255,474 $3,398,559 $143,085 4.4%
Military Exemptions ($2,032) ($1,972) $60 (3.0%)
Taxable Total Except Gas & Electric $3,253,442 $3,396,587 $143,145 1.4%
Gas & Electric Valuation $7,655 $6,794 ($861) (11.2%)
Taxable Values Total $3,261,097 $3,403,381 $142,284 4.4%
T.I.F Value Not Included $0 $0 $0
Source: Iowa Department of Management Reports for Story County as of January 1, 2022.
As you can see in Table 2, the overall change for the upcoming fiscal year is 4.4% more taxable
value.
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 4 of 8
**The table that shows the analysis of the categorical changes of the 2021 taxable values was not yet
available at the time this annual report was developed. That information will be provided to the
Conference Board when completed.
While there are currently two vacancies, and the Administrative Support Specialist position was cut,
the following is a list of the full-time employees of the City Assessor's Office and the dates they
started full-time employment with the City Assessor:
City Assessor OPEN
Brenda M. Swaim December 1996
Judy K. Heimerman, Appraisal Technician January 1990
Residential Appraiser OPEN
Christopher W. Bilslend, Residential Appraiser II January 2017
Daniel A. Boberg, Appraisal Technician August 2017
Lisa M. Henschel, Database Manager December 2017
DEPARTMENT ACTIVITIES
The Assessor’s Office has been operating with an Acting City Assessor throughout the past year.
This has resulted in many changes and transitions, as staff continued to successfully accomplish the
work needing to be done. The following are highlights of some key activities:
Mid-summer 2021, the Ames Conference Board (ACB) requested that the Iowa Department
of Revenue (IDR) conduct an in-depth review of the Assessor’s Office. Julie G. Roisen,
Division Administrator Local Government Services, completed this task last fall and
presented the results to the ACB last November. Her report provides valuable insight into the
Assessor’s office operations; validates the integrity of property records; and offers
recommendations on staffing levels.
One of the recommendations from the IDR report was to temporarily augment the
commercial appraisal staff, resulting in the ACB retaining GAAP Solutions, LLC, until a
new assessor is hired. As of January 7, 2022, the agreement with GAAP was amended to
also assist with residential property appraisals until the vacant Residential Appraiser II
position is filled.
The IDR report also recommended that the Assessor’s Office request an extension for the
implementation of the 2020 Iowa Manual. Such request was made, and IDR granted the
extension for a completion date of January 1, 2024.
The property data migration to the Vanguard CAMA system is currently underway.
The recruitment process for a new City Assessor commenced December 22, 2021.
Unrelated to the IDR report, but of note, is that the Assessor’s Office payroll services shifted from
being administered by Story County to the City of Ames, effective January 1, 2022. This change
affords increased access to city services and expertise including, but not limited to, IT, Finance, and
Human Resources.
The Personnel Policies of the Assessor’s Office have historically mirrored the City of Ames’
Personnel Policies. As the COA has made updates to their policies in recent years, the Assessor’s
Office policies are currently being updated to align with the COA policies. They will be emailed to
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 5 of 8
the Mini Board members mid-February and will be presented for approval at your February 22nd
meeting.
Revaluation of existing properties is continuous. The market has been very busy, and the staff has
been busy this fall and winter measuring, listing and valuing new construction and remodeled
properties. The staff is constantly engaged in acquiring information about building changes,
construction costs, selling prices and terms, and numerous other items that affect market value. Sales
information is reviewed and investigated through phone calls, letters and inspections. Due to the
efforts of the entire staff, the assessed property values assigned by the Ames City Assessor’s Office
consistently rank among the most uniform and equitable assessments in the state.
There is ongoing development of our Beacon website (www.AmesAssessor.org) to better serve our
office as well as the needs of our customers. The site continues to be our most active method of
communication with the public; requests increase each year. Homestead Credit and Military
Exemption applications are created using the hyperlinks on this site, enabling the public to complete
the applications and mail them rather than physically visiting our office.
The data files created for the website are the backbone of real property information for several city
and county departments. Map files are uploaded regularly from the Story County Auditor’s files, and
data files are uploaded nightly from the county’s real estate system and both assessors’ offices. In
addition, map layers for Ames zoning and flood information are updated by the city’s GIS staff.
Digital photos for most properties are available on our website but require ongoing maintenance.
RESIDENTIAL SALES FOR 2021
The table on Attachment C (buff colored paper) shows the quarterly activity of residential sales that
are good for analysis (arms-length sales). The price per square foot is the most reliable measure
of price increase. The right two columns track annual percentage changes and cumulative
changes since 1995.
The median residential sales price jumped from $222,000 in 2020 to $245,000 in 2021
(shown under the column heading “Median Price”), and the price per square foot increased
by 9.5%.
New Construction Sales: The number of new construction home sales were up considerably from
recent years. There were 81 last year; whereas the highest in recent years has been 56 in both 2017
and 2019. New construction sale price per square foot also climbed from $212.71 to $245.30, a
15.3% increase. (This is shown in the 2021 Sales Detail with the row heading “New construction
sales.”)
Existing House Sales: The total number of existing home sales was slightly lower than 2020, from
792 in 2020 to 737 in 2021, likely due to the short supply of available homes on the market. The
average sale price per square foot increased 5.6%, from $158.05 in 2020 to $166.94 in 2021,
influenced by the strong seller’s market. (This is shown in 2021 Sales Detail with the row heading
“Existing houses.”)
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 6 of 8
ASSESSMENT ROLLS FOR 2021
We mailed out a total of 19,911 assessment rolls for January 1, 2021. The following table breaks
them down by property class:
2021 Assessment Rolls by Property Class
Property Class Number of
Parcels
Agriculture 138
Residential Dwlg on Ag Realty 8
Commercial (42 dual class) 1,044
Industrial 32
MultiResidential 224
Residential* 18,465
19,911
________________________________________________________________________________
ASSESSMENT APPEALS
Informal Hearings: It was the sixth year for informal hearings. Prior to this, after April 1, our office
could not change assessments, only the Board of Review, Property Assessment Appeal Board or
District Court had that authority. When the Iowa Code was amended, it provided an informal hearing
period, allowing the Assessor to change a value until April 25th, provided we have a written
agreement with the property owner.
This process now usurps the month of April, previously used for Board of Review preparation. This
change lengthened the appeal process time and compressed the time our office has to prepare for it.
2021 Informal Hearings: Number of Signed Agreements by Class
PROPERTY CLASSIFICATION # PARCELS # CONDOS
Agricultural 0
Residential Dwelling on Agricultural Realty 0
Residential "outside incorporated cities" 0
Residential "within incorporated cities" 451** 392*
Commercial 61
Industrial 2
Multi-Residential 17
TOTAL 531** 392*
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 7 of 8
Board of Review: Below are the number of protests filed with the 2021 Board of Review and the
results of the appeals:
NUMBER OF NUMBER NUMBER
CLASS PROTESTS UPHELD DENIED CONDOS
Agricultural 1 1 0
Residential Dwelling on Agricultural Realty 0
Residential "outside incorporated cities" 0
Residential "within incorporated cities" 2,335** 4 2,331 2,306*
Commercial 107** 32 75 16*
Industrial 0
Multi-Residential 33 11 22
TOTAL 2,476** 48 2,428 2,322*
**Total number of parcels protested, including condominium apartment units
*Number of condominium apartment units included in ‘NUMBER OF PROTESTS’
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 8 of 9
PAAB and District Court: For 2021, we had essentially 29 cases filed with the Property
Assessment Appeal Board and essentially ten cases filed with District Court; one of these is carried
over from 2020 (Northcrest, Inc.). I’ve divided the cases into two tables – one for non-condo units
and one for condominiums. I segregated the condominium cases, as the argument is the same for
most of them. The condominium complexes were counted by complex rather than by individual
parcel counts.
Non-Condominium Cases:
Property ID
or
MAP ID
Type / Use Address Assessed Value Appellant PAAB
or
District
Court
Status
05-34-153-010
Multiresidential
(Retirement
Community)
1801 20th St $ 42,466,900 Northcrest, Inc District Active
05-34-227-085 Commercial
(Mall) 2423 Grand Ave $ 4,548,880 Grand 1350 LLC District Active
05-34-227-140 Commercial
(Mall) 2801 Grand Ave $ 12,495,000
Threshold NGM LP 51%
Kirkwood Apartments
Acquisition Two LC 15%
NGM Ownership Group LC
34%
PAAB Active
05-34-401-190 Residential
(SFD) 1712 Coolidge Dr $ 194,600 Jeanne Taylor PAAB Settled-
182,400
05-36-470-030 Commercial
(Vacant) 1904 Philadelphia St $ 254,100 Philadelphia Street LLC PAAB
Settled
Ag Class
=>1,500
09-01-400-040
Commercial
(Bulk Liquid
Storage)
701 Dayton Ave $ 368,000 AMX Corp PAAB Settled
$225,000
09-07-471-030 Commercial
(Hotel) 1325 Dickinson Ave $ 6,244,000 Cyclone Hospitality LLC PAAB Active
09-08-126-040 Commercial
(Grocery Store) 3800 Lincoln Way $ 8,343,900 Hurd Lincoln Way LLC District Active
09-09-126-230 Commercial
(Retail) 133 Welch Ave $ 1,135,000 Scott Randall PAAB Withdrawn
09-09-126-240 Commercial
(Retail) 2515 Chamberlain $ 246,300 Scott Randall PAAB Withdrawn
09-09-127-110 Multiresidential
(Apartments) 127 Stanton Ave $ 1,350,000 Campus Investors IS LLC PAAB Active
09-09-127-175
Dual Class
Commercial
(Retail)
Multiresidential
(Apts)
116 Welch Ave $ 985,140 Campus Investors IS LLC PAAB Active
09-09-128-001
Commercial
(Retail Condo
Unit)
2520 Chamberlain St
Unit 101 $ 738,500 2520 Chamberlain LLC
Scott Randall PAAB
Individual
Condo
Unit
Withdrawn
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 9 of 10
Property ID
or
MAP ID
Type / Use Address Assessed Value Appellant PAAB
or
District
Court
Status
09-09-128-008 Residential
(Condo Unit)
2520 Chamberlain St
Unit 501 $ 200,080 2520 Chamberlain LLC
Scott Randall PAAB
Individual
CondoUnit
Withdrawn
09-09-130-030
Dual Class
Commercial
(Retail)
Multiresidential
(Apts)
303 Welch Ave $ 2,746,700 Campus Investors IS LLC PAAB Active
09-09-131-055 Multiresidential
(Apartments) 207 Stanton Ave $ 705,000 Campus Investors IS LLC PAAB Active
09-09-201-245 Multiresidential
(Apartments) 218 Stanton Ave $ 14,485,300 Campus Investors IS LLC PAAB Active
09-11-175-100 Commercial
(Restaurant) 309 S Duff Ave $ 1,889,900 SLB Real Estate Investors
Phas District Active
09-11-176-048 Commercial
(Restaurant) 519 S Duff Ave $ 920,000 Texas Roadhouse PAAB Active
09-11-325-015 Commercial
(Retail) 701 S Duff Ave $ 6,113,700 E-M Hunziker LLC PAAB Active
09-11-440-020 Commercial
(Retail) 1220 S Duff Ave $ 4,382,400
Duff Daniels LLC 65%
Westbrooke Daniels LLC
10.21%
Westbrooke Wolf LLC
24.79%
District Active
09-12-451-010 Commercial
(Retail) 1315 S Dayton Ave $ 6,762,500 Theisen Development Co
LLC PAAB Active
09-14-175-025 Commercial
(Retail) 305 Airport Rd $ 8,651,000 Sam's Real Estate Business
Trust District Active
09-14-225-040 Commercial
(Retail) 700 SE 16th St $ 18,955,600 Menard Inc PAAB Active
09-14-330-010 Commercial
(Retail) 120 Airport Rd $ 8,592,500 BRHC Ames LLC District Active
09-15-325-040 Commercial
(Offices) 2710 South Loop Dr $ 9,250,000
Iowa State University
Research
Par
PAAB Active
09-15-340-015 Commercial
(Offices) 2900 University Blvd $ 23,090,000 Workiva, Inc District Settled
19,745,000
10-07-125-055 Commercial
(Offices) 224 S Bell Ave $ 5,015,700 Winfield Solutions LLC District Dismissed
Cases that were dismissed or withdrawn are displayed with grayed out text.
Cases that have already been settled have their cells lightly shaded in green.
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 10 of 11
Condominium Cases:
Property ID
or
MAP ID
Type / Use Address Assessed Value Appellant PAAB
or
District
Court
Status
05-28-261-000 Condominiums
3602 Grayhawk Ave
3613 Grayhawk Ave
2824 Talon Dr
3715 Grayhawk Ave
2821 Talon Dr
2811 Talon Dr
3712 Falcon Ave
2814 Talon Dr
3614 Falcon Ave
3605 Falcon Ave
$ 18,312,000 Grayhawk Apartments
LLC PAAB Active
05-33-227-016 Condominiums 2627 Kent Ave $ 3,190,500 2627 Kent LLC PAAB Active
09-07-450-010 Condominiums 4912 Mortensen Rd $ 13,491,900 RSS CSAIL2016-C5-IA
VA LLC PAAB Active
09-07-430-060
09-07-430-070
09-07-430-105
09-07-445-045
09-07-445-030
Condominiums
Multiresidential
(Apts)
Condominiums
Condominiums
Condominiums
4501 Dickinson Ave
4502 Dickinson Ave
4509 Dickinson Ave
4510 Dickinson Ave
4518 Dickinson Ave
4533 Dickinson Ave
4541 Dickinson Ave
$ 3,648,400 FPA6 University West
LLC PAAB With-
drawn
09-08-355-025
09-08-360-010
09-08-360-015
09-08-360-025
Condominiums
Condominiums
Condominiums
Condominiums
1300 Coconino Rd
1400 Coconino Rd
1405 Coconino Rd
1415 Coconino Rd
1425 Coconino Rd
4305 Maricopa Dr
4315 Maricopa Dr
4325 Maricopa Dr
4335 Maricopa Dr
4345 Maricopa Dr
$ 30,609,400 FPA6 University West
LLC District With-
drawn
09-08-376-045 Condominiums
1329 Mayfield Dr
1333 Mayfield Dr
1417 Mayfield Dr
4215 Maricopa Dr
$ 8,431,000 Dayton Park LLC PAAB Active
09-09-127-095 Condominiums 119 Stanton Ave $ 15,534,400 Campus Investors IS LLC PAAB Active
09-09-200-043 Condominiums 2300 Lincoln Way
2302 Lincoln Way $ 16,917,000 Vesper Foundry LLC PAAB
Active
Two unit
Condo
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 11 of 12
Property ID
or
MAP ID
Type / Use Address Assessed Value Appellant PAAB
or
District
Court
Status
09-10-251-020 Condominiums
1206 S 4th St
1210 S 4th St
1214 S 4th St
1218 S 4th St
1222 S 4th St
$ 35,750,000
ACA Stadium View
Student
Housing DST
PAAB Active
09-10-477-010 Condominiums
1407 S Grand Ave
1411 S Grand Ave
1415 S Grand Ave
1419 S Grand Ave
1423 S Grand Ave
1427 S Grand Ave
1513 S Grand Ave
1517 S Grand Ave
1521 S Grand Ave
1525 S Grand Ave
$ 26,088,600 Campus Crest at Ames
LLC PAAB Active
09-15-225-025 Condominiums
709 Bay Dr, 710 Bay Dr,
711 Cove Dr, 712 Cove Dr,
713 Sandcastle Dr,
714 Sandcastle Dr,
715 Wave Dr,
718 Wave Dr,
815 Wave Dr,
814 Sandcastle Dr,
813 Sandcastle Dr,
812 Cove Dr, 811 Cove Dr,
810 Bay Dr, 809 Bay Dr,
805 Coral Dr, 804 Shore Dr,
703 Shore Dr,
1717 S Grand Ave,
1917 Copper Beech Ave,
1825 Copper Beech Ave,
1805 Copper Beach Ave,
1715 Copper Beach Ave
$ 31,885,500 CB At Ames LLC PAAB Active
________________________________________________________________________________
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 12 of 13
BUDGET PROPOSAL
Attachment A is the budget expense proposal. Explanations for various line item expenses follow:
Salaries: The expense item for the Assessor remains unchanged from our last budget, but all other
staff are budgeted with a 3% cost of living increase and a 2% merit pool, for a total of 5%. (As
always, exact salaries for staff will be based upon individual evaluations.)
The hourly rate for Board of Review wages was doubled for 2022, to $35, in hope of attracting and
maintaining qualified members. There is also a clerk to take the minutes. For budgeting purposes, we
estimate that the clerk will need to put in 1.5 times the hours of the Board. The clerk is paid at a rate
of $15.00 per hour. As this budget is for a revaluation year, I’ve increased this line item from $6,000
to $9,000.
During 2022-2023, we would like to continue to employ interns to assist us with various projects that
arise. This expense is estimated at $40,000 and is shown on the Extra Help/Interns line item. This is
the same as last year’s budget. Due to the pandemic, we didn’t utilize this as much as we needed, and
the scanning, purging, and picture projects still have many hours of work ahead. In addition, we will
be reviewing all property records following our CAMA software conversion.
Taxable Fringe Benefits: This line includes mileage allowance for four of the full-time employees
who use their private auto for work purposes. Employees must provide a copy of their insurance card
and driver’s license annually. In return for maintaining liability insurance and a dependable vehicle
that is available to the employee during working hours, each full-time employee is paid monthly as
follows:
Assessor $100
Deputy $90
Appraisers (2) $90
Also included in the amount is a monthly cell phone allowance of $40.00 a month for the five full-
time staff that have regular duties outside the office or need to be on-call. The allowance is paid if
the employee has a cell phone available for office use during work hours as well as for on-call
availability for IT staff.
Additionally, it includes a $100 stipend to reimburse each Board of Review member for the use of
their tablet or laptop during sessions.
Health Insurance: The amount budgeted last year was based on our current and projected staffing
and use levels. The city has informed us we can expect a 7% overall increase in health insurance
costs for the upcoming fiscal year.
This also includes a pro-rated amount of the group workers’ compensation insurance for the fiscal
year.
Life and Disability Insurance: This line represents life and disability insurance from the city for all
benefited employees.
Board of Review Expenses: This line represents payment of the Board’s mileage, postage and
supplies. The cost comes to $2,000. Postage has increased about 7%, and we’ve also noticed an
increase in the cost of supplies. Since this is a revaluation year, and it’s likely a total revaluation will
be necessary, due to such an active market, there will be more costs than in a non-reval year.
Supplies, Telephone, Etc.: These amounts are mostly self-explanatory. Most are based on
experience and the city’s estimate of charges for next year.
Mileage: This line represents reimbursement to employees who use their personal auto for work
purposes. It is paid at the current IRS rate, announced at $0.585 per mile, a 2.5¢ per mile increase,
whenever usage exceeds the stipend or when the travel is for educational purposes.
Ames City Assessor
2023 Budget Proposal and Conference Board Report
Page 13 of 13
While this line item appears to have decreased, some of it was shifted up to the Taxable Fringe
Benefits line at the top, due to the way the COA will be disbursing it.
We have access to a pool vehicle provided by the city whenever possible. The rate is unchanged at
$0.45 per mile. This is what we’ve been using for Temps and Interns.
Management Services / Contingency: The sharp increase in this line item is due to the new
expenses for City of Ames payroll and human resource services – a little over $13,000 for this
budget year. The Memorandum of Understanding is Attachment D (blue pages). Services with the
city commenced January 1, 2022, but were not included in the 2022 budget, as the MOU occurred
later.
Special Projects:
District Court Case Concerning Northcrest Exemption: The property at 1801 20th Street
has gone to District Court over the taxable portion of the total assessed value. At question is
whether the independent living units on the property qualify for the charitable and/or
benevolent exemption.
$25,000 was budgeted each of the last two years, but very little was used, due to the case
being continued. The trial was scheduled for 2021 but has not yet been heard. A continuance
has been granted, with the hopes an Assessor will be in place when it goes to trial. Since
some of the money for the case has been expended, and it’s possible the case will not be
heard until fiscal year 2023, I budgeted $15,000 to help cover trial costs, in the event the
case is heard next fiscal year.
CAMA Conversion: To meet state requirements, we are moving to a different CAMA
(computer aided mass appraisal) software package. The software itself as well as a portion of
the conversion was paid out of our ending fund balance last fiscal year (2020-2021). The
vendor estimates an additional $40,000 for the conversion.
To configure our Beacon site for the new software, there will be an additional one-time
charge of $3,200 to modify the site.
Attachment “B” (yellow card stock) is the Budget Summary, to be published for your February
meeting if the presented budget is agreeable as presented.
Submitted January 21, 2022, by Brenda Swaim and Deb Schildroth.
Item FY 21-22
Budget
FY 22-23
Proposed
Budget
% of
Change
Between
Proposed
& Current
Budget
Assessor 164,018$ 164,018$ 0.0%
Deputy 131,231 137,774$ 5.0%
Staff 399,036 346,294$ -13.2%
Longevity 1,580 1,420 -10.1%
Overtime Pay 5,000 5,000 0.0%
Extra Help / Interns 40,000 40,000 0.0%
Board of Review 6,000 9,000 50.0%
Taxable Fringe Benefits 5,800 7,340 26.6%
F.I.C.A. @ 7.65% 56,555 54,762 -3.2%
I.P.E.R.S. @ 9.44% 69,789 66,883 -4.2%
Health Insurance & Workers' Comp 137,401 147,019 7.0%
Unemployment Compensation 500 500 0.0%
Life & Disability Insurance 4,500 5,015 11.4%
Total Payroll & Related Expenses 1,021,410$ 985,025$ -3.6%
Board of Review Expenses 1,900$ 2,000$ 5.3%
Office Supplies 7,000 7,490 7.0%
Postage & Mailing 6,000 6,420 7.0%
Employee Mileage & Expenses 4,500 3,185 -29.2%
Communication Services 6,800 6,900 1.5%
MAPS & GIS Project 14,710 15,232 3.6%
Data Processing Services / Major Software 107,886 112,241 4.0%
Education & Training 25,000 25,000 0.0%
Utilities (City Hall Expenses) 16,566 19,349 16.8%
Equipment Rental & Maintenance 6,610 6,610 0.0%
Equipment & Machinery (Purchases) 14,500 16,300 12.4%
Assessment Appeals / Court Costs 66,000 66,000 0.0%
Management Services / Contingency 1,000 14,029 1302.9%
Total Office Expenses 278,472$ 300,756$ 8.0%
Total Payroll & Office Expenses 1,299,882$ 1,285,781$ -1.1%
District Court Case Concerning Northcrest Exemption
(Assessment Appeals / Court Costs)25,000 15,000 -40.0%
CAMA Conversion Project - 43,200 100.0%
Total Special Projects 25,000$ 58,200$ 132.8%
Total Expenses 1,324,882$ 1,343,981$ 1.4%
33,457$
3,600
15,648
15,791
6,779
7,493
10,650
5,670
700
12,453
112,241$
2022– 2023 PROPOSED BUDGET
DATA PROCESSING SERVICES/MAJOR SOFTWARE
AMES CITY ASSESSOR
2022-2023 BUDGET PROPOSAL
Oxen Technology (Monthly Managed Services, Etc.)
Harris Computer Systems (ProVal)
Tyler Technologies (Incode & Eagle Recorder)
Data Cloud Solutions (Mobile Assessor)
Pictometry Aerial Photography
OPG-3 (Document Management)
Consulting on Miscellaneous Data Processing Issues
Miscellaneous Expenses
Total Proposed Budget
City of Ames (Network, Email, Office 365, GIS, EnerGov)
Story County (Fiber Connectivity)
Attachment "A"1/6/2022
ADO PTED B UDG ET AND C ERTIC ATE O F TAXES Fi s ca l Ye a r J u l y 1 , 202 2 - Ju n e 3 0 , 20 2 3
AMES C ITY AS S ES S O R
File t h e Adop t ed Budget Sum m ary, t h e Supp lem en t al Det ail, and P r o o f o f P ublicat io n wit h t he Co un t y Audit o r im m ediat ely fo llowin g t he p ublic h earin g and by March 1 5 .
C o u n ty Na m e : S TO RY C O UNTY C o u n ty Nu m be r: 85 Da te B u dge t Ado pte d : (e n te re d u po n a do pti o n )
ADO PTED B UDG ET S UMMARY
FUND (Us e W h o l e Do l l ars )
FYE J u n e 30,
2 021
Actu a l
Ex pe n di tu re s
FYE J u n e 3 0, 2 0 2 2
Re -e s t i m a te d
Ex pe n di tu re s
FYE J u n e 3 0,
2 0 23
Pro pos e d
Expe n di tu re s
Tran s fe rsOut
Es ti m a te d
En di n g Fu n d
B a l an ce
FY 2 0 23
Es ti m a te d
B e g i n n i n g Fu n d
B a l a n ce
FY 2 0 23
Es t i m ate d
O th e r
Re ce i pts
Tran s fe rsIn
Es ti m a te dAmount
To by Ra i s e d
B y Ta x a ti on
1. Assessm en t Ex pense 1,1 66 ,87 6 1 ,12 9 ,0 9 4 1 ,3 4 3 ,9 8 1 3 4 2 ,0 1 8 5 3 5 ,9 9 9 2 ,2 9 4 0 1 ,1 4 7 ,7 0 6
2. FICA 0 0 0 0 0
3. I P ERS 0 0 0 0 0
4. Em ergency 0 0 0 0 0
5. Un emp loy m en t Co m p .0 0 0 0 0 0 0 0
6. Tort Liabilit y 0 0 0 0 0 0 0 0
7. TO TAL 1,1 66 ,87 6 1 ,12 9 ,0 9 4 1 ,3 4 3 ,9 8 1 0 3 4 2 ,0 1 8 5 3 5 ,9 9 9 2 ,2 9 4 0 1 ,1 4 7 ,7 0 6
PRO P ERTY TAX/UTILITY TAX REPLAC EMENT EXC IS E TAX C O MP UTATIO N
Th i s s e cti o n m u s t be co m pl e te d i n orde r to com pu te th e bu dg e t-ye a r pro pe rty taxe s a n d u ti l i ty e x ci s e t a x e s t i m a te :
FUND
(Us e W h o l e Dol l a rs )
AW
Ut i l i ty Ta x Re pl ace m e n t an d
Pro pe rty
Ta x Do l l ars
B W
Ta x abl e Val u ati o n
W i th G as &
El e ctri c
C W
Ta x
Rat e
DW
Taxa bl e Va l u a ti on
W i t h o u t G a s & El e ctri c
Uti l i ti e s
EW
Pro pe rty
Ta x e s
Le vi e d
FW
Es ti m at e d Uti l i ty
Tax Re pl a ce m e n t Exci s e
Ta x e s
1. Assessm en t Ex pense 1,1 50 ,00 0 3,4 03,379 ,95 2 0.3 37 9 0 3 ,3 9 6 ,5 8 5,8 37 1 ,1 4 7 ,7 0 6 2 ,2 9 4
2. FICA 3,4 03,379 ,95 2 3 ,3 9 6 ,5 8 5,8 37 0 0
3. I P ERS 3,4 03,379 ,95 2 3 ,3 9 6 ,5 8 5,8 37 0 0
4. Em ergency 3,4 03,379 ,95 2 3 ,3 9 6 ,5 8 5,8 37 0 0
5. Un emp loy m en t Co m p .3,4 03,379 ,95 2 3 ,3 9 6 ,5 8 5,8 37 0 0
6. Tort Liabilit y 3,4 03,379 ,95 2 3 ,3 9 6 ,5 8 5,8 37 0 0
7. TO TAL 1,1 50 ,00 0 0.3 37 9 0 1 ,1 4 7 ,7 0 6 2 ,2 9 4
T o t h e Co un t y Audit o r an d Bo ard o f Supervisors of t he abo ve-nam ed Co unt y, in t h e St at e of Io wa: At a lawful m eet ing o f t h e Co nferen ce Bo ard for t he Assessin g Jurisdict io n in dicat ed above, o n t h e dat e indicat ed, t h e
budget fo r fiscal year list ed abov e, was ado pt ed as sum m arized abo v e. In addit io n, t ax levies were vo t ed o n all t ax able pr o p ert y o f t h is Assessin g Jurisdict ion.
(Clerk's Sign at ure o f Cert ificat io n)
C O UNTY AUDITO R'S C ERTIFIC ATIO N
B y El e ctro n i ca l l y C e rt i fy i n g , I ce rt i fy th e bu dg e t m e e ts a l l s ta tu to ry o bl i g ati o n s .
(Co un t y Audit o r's Sign at ure o f Cert ificat io n)
Residential Sales Summary by Quarter for Ames, Iowa
Ames City Assessor's Office 515 Clark Avenue Ames, Iowa 515-239-5370
Sales Period: # Sold Average
Price
Average
Hse Size
Price per
SF
vera e Year
Built
Median
Price
Annual %
Change per SF
Cumulative %
Change $/SF
1995 base
1st Quarter 1995 74 $113,790 1,517 $75.00 1961.1
2nd Quarter 1995 147 $120,453 1,411 $85.38 1965.5
3rd Quarter 1995 171 $107,542 1,362 $78.95 1962.3
4th Quarter 1995 123 $123,608 1,480 $83.51 1963.1
1995 Total Year 515 $115,962 1,427 $81.29 1963.2 $97,750 n/a n/a
1995 Sales Detail - Existing & New:
Existing houses 452 $106,322 1,355 $78.47 1959 $92,000 n/a n/a
New construction sales 63 $185,129 1,940 $95.43 1994 $172,676 n/a n/a
1st Quarter 2017 71 $234,114 1,511 $154.94 1976.5
2nd Quarter 2017 261 $256,752 1,584 $162.09 1977.2
3rd Quarter 2017 223 $242,145 1,485 $163.06 1979.4
4th Quarter 2017 154 $237,740 1,530 $155.39 1974.9
2017 Total 709 $245,761 1,534 $160.23 1977.3 $225,000 4.7% 97.1%
2017 Sales Detail - Existing & New processed to date:
Existing houses 653 $234,007 1,514 $154.56 1974 $215,000 3.6% 97.0%
Single-Family Detached 524 $242,540 1,574 $154.09 1969 $221,750
Townhouses/Condos 129 $199,349 1,273 $156.60 1993 $174,900
New construction sales 56 $382,819 1,763 $217.14 2017 $348,662 -1.8% 127.5%
Single-Family Detached 42 $424,715 1,912 $222.13 2017 $389,750
Townhouses/Condos 14 $257,128 1,315 $195.53 2017 $237,355
1st Quarter 2018 120 $227,403 1,481 $153.55 1976.8
2nd Quarter 2018 202 $257,350 1,518 $169.58 1980.0
3rd Quarter 2018 214 $244,806 1,468 $166.79 1975.9
4th Quarter 2018 134 $235,622 1,447 $162.88 1974.7
2018 Total 670 $243,634 1,481 $164.51 1977.1 $215,000 7.5% 102.4%
2018 Sales Detail - Existing & New processed to date:
Existing houses 635 $231,039 1,459 $158.35 1975 $210,500 2.5% 101.8%
Single-Family Detached 499 $239,958 1,521 $157.76 1970 $214,000
Townhouses/Condos 136 $198,311 1,231 $161.10 1992 $193,000
New construction sales 35 $472,152 1,882 $250.88 2017 $452,000 15.5% 162.9%
Single-Family Detached 30 $473,831 1,909 $248.21 2017 $441,991
Townhouses/Condos 5 $462,079 1,722 $268.34 2017 $452,604
1st Quarter 2019 123 $221,558 1,417 $156.36 1974.3
2nd Quarter 2019 277 $243,990 1,492 $163.53 1976.0
3rd Quarter 2019 198 $260,521 1,526 $170.72 1979.4
4th Quarter 2019 160 $252,022 1,519 $165.91 1976.2
2019 Total 758 $246,364 1,494 $164.86 1976.7 $228,000 0.2% 102.8%
2019 Sales Detail - Existing & New processed to date:
Existing houses 702 $235,788 1,486 $158.67 1973 $220,000 0.2% 102.2%
Single-Family Detached 565 $243,332 1,545 $157.50 1969 $226,000
Townhouses/Condos 137 $204,676 1,243 $164.66 1992 $188,000
New construction sales 56 $378,939 1,597 $237.28 2018 $340,353 -5.4% 148.7%
Single-Family Detached 34 $427,469 1,787 $239.21 2018 $399,841
Townhouses/Condos 22 $303,939 1,303 $233.26 2018 $289,000
1st Quarter 2020 136 $237,415 1,568 $151.41 1973.5
2nd Quarter 2020 250 $242,494 1,497 $161.99 1975.4
3rd Quarter 2020 239 $253,699 1,556 $163.05 1976.7
4th Quarter 2020 196 $255,969 1,599 $160.08 1973.4
2020 Total 821 $248,131 1,550 $160.06 1975.0 $222,000 -2.9% 96.9%
2020 Sales Detail - Existing & New processed to date:
Existing houses 792 $244,499 1,547 $158.05 1973 -0.4% 101.4%
Single-Family Detached 641 $246,210 1,597 $154.17 1968
Townhouses/Condos 151 $237,234 1,336 $177.57 1994
New construction sales 29 $347,349 1,633 $212.71 2020 -10.4% 122.9%
Single-Family Detached 29 $347,349 1,633 $212.71 2020
Townhouses/Condos 0 #DIV/0!
1st Quarter 2021 152 $260,999 1,551 $168.28 1973.6
2nd Quarter 2021 272 $275,025 1,561 $176.19 1974.1
3rd Quarter 2021 259 $293,148 1,621 $180.84 1978.8
4th Quarter 2021 135 $269,442 1,581 $170.43 1974.3
2021 Total 818 $277,236 1,581 $175.31 1975.5 $245,000 9.5% 115.7%
2021 Sales Detail - Existing & New processed to date:
Existing houses 737 $261,765 1,568 $166.94 1971 5.6% 112.8%
Single-Family Detached 621 $267,569 1,621 $165.06 1966
Townhouses/Condos 116 $230,691 1,284 $179.67 1994
New construction sales 81 $417,997 1,704 $245.30 2020 15.3% 157.1%
Single-Family Detached 76 $421,160 1,719 $245.00 2020
Townhouses/Condos 5 $369,922 1,482 $249.61 2020
NOTE 4: Recent sales may not be included.
NOTE 3: Recent quarters may include unverified sales information; all sales are subject to correction.
NOTE 2: 1-family houses include townhouses, condominiums, detached houses, and attached houses.
NOTE 1: Sales are assigned to quarters according to the month and year the deed was executed.
Attachment "C"Updated on: 1/20/2022
Memorandum ofUnderstanding
Between the City of Ames, Iowa and Story County, Iowa
Regarding the Ames City Assessor
1. Background: The Ames Conference Board is responsible for the oversight of the Ames City
Assessor and City Assessor's Office. The Ames City Assessor has occupied office space in
Ames City Hall and its employees have been provided certain fringe benefits administered by
the City. Story County has been the provider of payroll services for employees of the Ames
City Assessor's Office.
2. Purpose: The purpose of this Memorandum of Understanding (MOU) is to outline the
responsibilities and mechanisms for providing certain services to the Ames City Assessor's
Office.
3. Supervision: It is understood that the City Assessor is appointed by and reports to the Ames
Conference Board; employees of the City Assessor are appointed by and report to the City
Assessor.
4. Personnel Policy Administration: Employees of the City Assessor's Office are subject to
the personnel policies adopted by the City Assessor or the Conference Board, as appropriate.
The City of Ames Human Resources Department will assist in advising the City Assessor's
Office regarding the interpretation and application of its personnel policies. However, the
City Assessor's Office is responsible for the implementation of any final personnel decision
or action.
5. Use of City Facilities: The City Assessor's Office will be provided space in Ames City Hall
for its operations. No renovations or remodeling of the office space by the City Assessor's
Office may occur without the approval of the City, and costs for such renovations or
remodeling shall be charged to the City Assessor's Office. The City Assessor's Office will
have access to shared spaces within City Hall, such as conference rooms and employee break
rooms, in the same manner as City departments housed in City Hall. The City Assessor's
Office will ensure its staff complies with any policies adopted by the City for the
management of City facilities, such as health and safety measures, security procedures, room
reservation policies, or other policies.
6. Internal Services Provided: The following services will be provided and charged to the
City Assessor's Office in the same manner as such costs are charged to City departments
housed in City Hall:
a. Office space occupancy (e.g., utilities, cleaning, routine maintenance, etc.)
b. Communications technology and shared software (e.g., telephone, network, email, GIS,
Microsoft Office, EnerGov, etc.)
c. Messenger services (interoffice mail, postal service, and freight)
d. Human Resources assistance (employee recruitment, new employee onboarding ,
employee development center training, health promotion programs , etc.)
e. Payroll and employee benefit processing.
7. Payroll and Emplovee Benefit Processing: The City of Ames will provide payroll and
employee benefit processing services for employees of the City Assessor's Office. The City
Assessor 's Office will provide regular timesheets and other compensation information to the
City on such forms and in such manner as the City's Finance Director may prescribe. The
City will calculate the amount to be disbursed each pay period and provide that amount to the
City Assessor's Office to requisition from the asses sment funds held by Story County. The
City will make fringe benefits available to City Assessor 's Office employees , in the sam e
manner as those benefits are available to C ity employees. Such benefits include:
a. Medical insurance
b. Dental insurance
c. Voluntary Vision insurance
d. Life and Accidental Death and Disability Insurance
e. Voluntary Supplemental Life and AD&D Insurance
f. Flexible Spending Accounts
g. 457 Deferred Compensation
h. Workers Compensation coverage
i. Employee Assistance Program.
8. Employee Values and Cooperation: In recognition of the mutual benefit of exceptional
customer service and an enjoyable and stimulating work environment, the City Assessor will
participate on the City's Executive Leadership Team as if a City department head. The City
Assessor's Office will adopt, support, and embody the Excellence Through People
organizational values.
9. Effective Date and Duration: This Memorandum of Understanding is effective January 1,
2022 , and wiil remain in etfect in perpetuity unless it is tenninated by the partie s . Any party
that wants to terminate their involvement in this agreement shall provide the other party with
at least thirty (30) days ' prior written notice. This agreement may be amended by mutual
agreement of the parties. An amendment or termination must be made in ,.,Titing and must be
signed by each party's designated representative(s) with authority to enter into this
agreement. The parties agree to work in good faith to complete a timely and responsible
transition of responsibilities to the arrangements described in this memorandum before the
effective date. However, the parties acknowledge that due to the complexities of this
transition, some Hexibility regarding the implementation timing may be required.
10. Miscellaneous: No provision of this agreement shall form the basis of a cause of action at
law or equity by any party against any other party, nor shall any provision of this agreement
form the basis of a cause of action at law or equity by any third party.
2
~~
John A. Haila, Mayor
City of Ames, Iowa
.............-Lisa Heddens, Chair
Story County Board of Supervisors
3
, ~l.tl
?/*J-'1[ 'h 14
Date
,3·./-2/
Date
MINUTES OF THE REGULAR MEETING OF THE AMES CITY COUNCIL
AMES, IOWA JANUARY 11, 2022
The Regular Meeting of the Ames City Council was called to order by Mayor John Haila at 6:00 p.m.
on January 11, 2022, in the City Council Chambers in City Hall, 515 Clark Avenue, pursuant to law.
Present were Council Members Gloria Betcher, Bronwyn Beatty-Hansen, Amber Corrieri, Tim Gartin,
Rachel Junck, and Anita Rollins. Ex officio Member Trevor Poundstone was absent.
PROCLAMATION FOR “SLAVERY AND HUMAN TRAFFICKING PREVENTION AND
AWARENESS MONTH,” JANUARY 2022: Mayor Haila proclaimed the month of January 2022
as “Slavery and Human Trafficking Prevention and Awareness Month.” He encouraged all citizens to
become more familiar with the problem, to be vigilant and report suspicious activity, and to work
towards solutions to end trafficking in all its forms in the community.
Accepting the Proclamation was Dr. George Belitsos, Chair of the Iowa Network Against Human
Trafficking and Slavery; Angi Bright, Executive Director of Wings of Refuge; Josie Rodriguez,
Housing Advocate with ACCESS; and Jazmin Diez, Domestic Abuse Diversity Advocate with
ACCESS. Dr. Belitsos thanked the Council for standing by his side in the fight against Human
Trafficking. He noted that statewide, 558 women became survivors in Iowa; many of those women
were served by residential programs. He mentioned that in 2021 there were 14 convictions of Iowa
traffickers and all 14 are in prison.
CONSENT AGENDA: Moved by Betcher, seconded by Corrieri, to approve the following items on
the Consent Agenda.
1.Motion approving payment of claims
2.Motion approving Minutes of Special City Council Meetings held December 21, December
29, 2021, and Regular City Council Meeting on December 14
3.Motion approving Report of Change Orders for period December 1 - 15, 2021
4.Motion approving Report of Change Orders for period December 16 - 31, 2021
5.Motion certifying Civil Service candidates
6.Motion approving new 12-Month Class C Liquor License with Sunday Service - Las Palmas
Mexican Restaurant & Grill, Inc., 2601 East 13th Street
7.Motion approving ownership change for Class C Liquor License with Catering Privilege and
Sunday Sales - Texas Roadhouse, 519 South Duff Avenue
8.Motion approving renewal of the following Beer Permits, Wine Permits and Liquor Licenses:
a.Class C Liquor License with Outdoor Service and Sunday Sales - Chipotle Mexican
Grill, 435 S Duff Avenue, Pending Dram Shop Insurance
b.Class C Liquor License with Sunday Sales - Fuji Japanese Steakhouse, 1614 S Kellogg
Avenue, 101
c.Class A Liquor License with Sunday Sales - American Legion Post #37, 225 Main
Street
d.Special Class C Liquor License with Sunday Sales - Springhill Suites, 1810 SE 16th St
e.Class C Liquor License with Catering Privilege, Outdoor Service and Sunday Sales -
West Towne Pub, 4518 Mortensen Road, Suite 101
f.Class C Liquor License with Catering Privilege, Outdoor Service and Sunday Sales -
Dublin Bay, 320 S 16th Street, Pending Dram Shop Insurance
g.Class C Liquor License with Sunday Sales - Cactus 2, 2420 Lincoln Way, Ste B,
Pending Dram Shop Insurance
h.Class E Liquor License with Class B Wine Permit, Class C Beer Permit (Carryout
Beer) and Sunday Sales - The Filling Station, 2400 University Boulevard
i.Special Class C Liquor License (B/W) - Clouds Coffee, 119 Stanton Avenue, Suite
701, Pending Dram Shop Insurance
j.Class C Liquor License with Outdoor Service and Sunday Sales - The Angry Irishmen,
119 Main Street, Pending Dram Shop Insurance
k.Class C Liquor License with Catering Privilege and Sunday Sales - Hy-Vee Market
Café, 3800 Lincoln Way
l.Class C Liquor License with Outdoor Service and Sunday Sales - Cy’s Roost, 121
Welch Avenue, Pending Dram Shop Insurance
m.Class C Liquor License and Sunday Sales - North Grand Seafood, 823-Wheeler Street,
Ste 1
9.Requests from Ames Main Street (AMS) for Downtown Dollar Days event on Thursday,
January 27 through Sunday, January 30, 2022:
a.Motion approving blanket Temporary Obstruction Permit.
b.RESOLUTION NO. 22-001 approving waiver of parking meter fees and enforcement
in the Downtown District on Saturday, January 29, 2022
c.RESOLUTION NO. 22-002 approving request from Ames Main Street for Saturday,
January 29, to transfer $1,379.25 from the Local Option Sales Tax Fund to the Parking
Fund
10.RESOLUTION NO. 22-003 approving and adopting Supplement No. 2022-1 to Municipal
Code
11.RESOLUTION NO. 22-004 approving appointment of Council Member Anita Rollins to the
Ames Economic Development Committee (AEDC)
12.RESOLUTION NO. 22-005 approving application for Procurement Card for Council Member
Anita Rollins; setting the spend limit at $2,000/transaction, $3,000/day, and $5,000/monthly
billing cycle
13.RESOLUTION NO. 22-006 approving Memorandum of Agreement between the City and
Iowa Department of Natural Resources for the South Skunk River Water Trail
14.RESOLUTION NO. 22-007 approving preliminary plans and specifications for S. 16th Street
Improvements; setting February 16, 2022, as bid due date and February 22, 2022, as date of
public hearing
15.RESOLUTION NO. 22-008 waiving formal bidding requirements and authorizing purchase
of Black Box Network Services 12-Month Comprehensive Service Plan in the amount of
$55,107.77
16.RESOLUTION NO. 22-009 approving Change Order No. 1 to STI Continuous Emission
Monitoring System (CEM) Services, LLC, of Waldron, Arkansas, for monitoring Power Plant
emissions to ensure compliance with operating permits in the amount of $48,483.20 (inclusive
of sales taxes)
17.RESOLUTION NO. 22-010 approving Change Order No. 1 to VIM Technologies of Glen
Burnie, Maryland, for monitoring CEMS data and reporting in the amount of $24,200
18.RESOLUTION NO. 22-011 approving Change Order No. 1 to Northeast Products and
2
Services of Fleetwood, Pennsylvania, for Accessible Kayak Launch project at Ada Hayden
Heritage Park in the amount of $11,681
Roll Call Vote: 6-0. Motions/Resolutions declared carried/adopted unanimously, signed by the Mayor,
and hereby made a portion of these Minutes.
PUBLIC FORUM: Mayor Haila opened Public Forum.
Richard Deyoe, 505-8th Street, #2, Ames, explained that one time his doorbell rang, and he had
answered his door naked and there were two police officers there that told him to put his clothes on.
Mr. Deyoe was asked by the Mayor to discuss City business only. Mr. Deyoe did not have any City
business to discuss; therefore, the Mayor asked him to sit down.
Sue Ravenscroft, 455 Westwood Drive, Ames, stated that she had sent a letter to the Mayor and
Council regarding issues they will address as they work on the Developer’s Agreement for the
Reinvestment District Project. She explained that she had addressed a lot of issues in the letter, but she
wanted to come tonight to reinforce the urgency for the need to address climate change. Ms.
Ravenscroft was pleased by the Council’s vote in December 2021 to proceed with trying to lower
emissions by 2030, and this reinforced the conclusions reached at the Glasgow Climate Summit. The
primary message that came from Glasgow was that government entities, such as cities, should be
careful to avoid lock-in. She stated that lock-in occurs when decisions are made now that the City
makes or allows that will cause long-term emissions to continue or grow. Ms. Ravenscroft mentioned
that she had read the December 14, 2021, meeting minutes and pointed out that some of the Council
Members were concerned about being seen as promoting idealist goals that were not able to be
followed. She stated if Ames is really serious about lowering emissions, the City needs to make sure
that the Reinvestment District project meets building design standards that are compatible with the
City’s long-term goal of lowering emissions. Ms. Ravenscroft pointed out that she is not an engineer,
but there are plenty of people that serve on the Climate Action Committee who would be helpful.
The Mayor closed public forum when no one else came forward to speak.
STAFF REPORT REGARDING GROVE AVENUE RE-DIRECTION AREA: Planning and
Housing Director Kelly Diekmann mentioned this is the first time working with the new Ames 2040
Plan. A referral was received from the Northwood/Overland Heights Neighborhood Association before
the adoption of the Ames 2040 Plan. The Neighborhood asked the Council to consider initiating
rezoning the properties along the west side of Grove Avenue from a Residential High-Density “RH”
Zone to Residential Medium-Density “RM” Zone. The Neighborhood Association wished to prevent
commercial redevelopment within the area, believing access internal to the neighborhood (from
Northwood, Grove, or Duff) would be harmful to the neighborhood. Director Diekmann noted that,
on the north side of Northwood Drive and Grand Avenue, a mixed-use commercial site is being
developed at the former Mary Kay’s Café and Flower Shop site. In 2018, a commercial use change and
rezoning request for a Sherwin Williams store at 3115 and 3125 Grove Avenue was declined to be
initiated by City Council. The recently adopted Ames Plan 2040 Future Land Use Map indicates this
block as a “Redirection,” which are in a variety of locations throughout the City. The Ames Plan 2040
defines Redirection areas as those “areas anticipated to have a change in use or development pattern
over the next 20 years to increase both the efficiency and quality of Ames’ urban environment. Infill
3
development may change the types and intensities of land use and introduce new building forms. In
some cases, specific plans or zoning may be applied to provide direction for specific types of changes
and to address issues of compatibility and transition.” Director Diekmann stated that an analysis of
the block indicated that on the west side of the block that is zoned “RH” there are 25 dwelling units
on eight properties. The uses consist of low-to-medium residential intensities, including single-family
homes, duplexes, and apartment buildings of eight units or fewer. Currently, there are no goals of
commercial development in this area. Director Diekmann commented that when staff started looking
over the request, the question came up of “What does Council want to see out of the redirection area,”
and whether it’s about compatible intensification or transition. He explained that staff would
recommend a redesign transition so that any redevelopment would have more of a residential character
along Grove Avenue. Mr. Diekmann stated it is not about density, but about design transitions, and
that can be accomplished by either “RH” or “RM’ zoning.
Council Member Betcher asked, when considering the different things that could be put into an
Overlay, if it would be possible to separate some commercial uses from others. Director Diekmann
confirmed they could, but he was concerned that every “Redirection” area would become its own
zoning district. Ms. Betcher wanted to know if there were many zoning districts that had “RH” on one
side of the street, and low density on the other side. Director Diekmann pointed out on the map that
it was common in the area they were discussing. He noted that Ames has a good mix of areas that are
“RH.”
Council Member Gartin inquired, if the area was to redevelop, what kind of access would there be to
the properties. Director Diekmann stated he didn’t believe that any access permission would be given
from the Iowa Department of Transportation to access Grand Avenue, and the properties would only
have access from a local street. All the internal properties would have to come off Grove Avenue.
The Mayor opened public input.
Marie Mayer, 607 River Oak Drive, Ames, stated that the east side of her property abuts Northwood.
She wanted to know what “infill” meant in the Report along with more information about what an
“Overlay Zone” was. Ms. Mayer said she also wanted a better understanding of what it meant in the
Report when it said “more attention to design requirements and neighborhood context is desirable
compared to current standards.” She thought that sounded good, as if staff wanted to be more sensitive
to what is there and that there are real people living in the neighborhood as opposed to drawing on a
map and mapping things out. Ms. Mayer commented that she is not sure what was meant by “design
standards.” She stated that from the Report, it sounded like the recommendation was not for
commercial, and while she understood that there were no goals for commercial development, things
can change. If the area is not specifically zoned to not be commercial, she believed that the Council
will have another group of neighbors come before them complaining about having commercial in the
neighborhood. Ms. Mayer pointed out that any change would not directly affect her, but the traffic on
Northwood would. She mentioned that the Report indicated that Mary Kay’s business used to be there,
and she wanted to point out that Mary Kay’s had been in that location for a long time and the owner
was a part of the Neighborhood Association. Ms. Mayer supported Option 1 to rezone the area to
medium density. She said that this rezoning process started in April 2021, and it is now 2022, which
has taken a long time. Ms. Mayer was worried that if the option to develop a Redirection Overlay was
4
selected the process would be even further delayed. She commented that she didn’t see how it would
be a loss to the City to change the area to medium density.
Leo Milleman, 3112 Northwood Drive, Ames, stated that he is the President of the Neighborhood
Association. He said that everyone he had spoken to in the neighborhood wanted the area to be
changed to medium-density and not left as a high-density area. Mr. Milleman mentioned that per the
history of the neighborhood it was formerly low density and then the City rezoned several areas and
made their little strip high density. He noted that he read the Staff Report several times, and if a change
is not made then there is the possibility of commercial buildings coming in. The concerns the
neighborhood has had are traffic and parking. After reading the four options, he asked for more
explanation of the Overlay option.
Bob Long, 3124 Grove Avenue, Ames, stated he is not sure if each Council Member was present when
he spoke in the Fall of 2021, but at that time he told the Council he lived directly across the street from
the area. He said he was not in favor of any commercial buildings being brought into this area. He
explained that three years ago when Sherwin Williams made its pitch, it was turned down by the
Council. Mr. Long stated that the reasons why the Council turned down that project still apply. His
contention was that if Sherwin Williams wanted to put three apartments on top of their building, he
would be looking at a Sherwin Williams building today.
Larry Wolters, 3111 Grove Avenue, Ames, said that he lives directly in the district that is being
discussed, and he hoped the area would be rezoned to medium-density. He noted that there are already
apartments in the area, and it seemed to be working. Mr. Wolters felt that Grand Avenue made a good
barricade by keeping the commercial properties on the west side and residential on the east side. He
noted that if the zoning was left as “RH” it would not help with parking and would only increase
problems.
Greg Fisher, 630 River Oak Drive, Ames, explained that his property is on Grove Avenue on the south
end where there is a “T” intersection. He believed there were already some issues in the neighborhood
that started back when the change was made from a regular Wal-Mart to a Super Wal-Mart; it had
created traffic issues. There are multiple times people cut through the corner of the neighborhood. Mr.
Fisher commented that it used to be a quiet neighborhood and now cars are flying down the road. He
said he is a believer that when something is designated a certain way it should stay that way. The area
was originally designated as medium-density and then it was changed to high-density because there
was an idea that something may happen in the area. Mr. Fisher has lived in the neighborhood for 12
years and knows his neighbors, but if a commercial building was going to be put in, he guaranteed he
would not know any new neighbors.
Brent Thomas, 3117 Northwood Drive, Ames, noted that he has lived in the City since 1986 and
appreciated the work the Council has done. He lives about a block east on Northwood and there are
three houses between him and Grove Avenue. Mr. Thomas and his wife do not want to see a higher
density or commercial traffic in the area. He stated that the neighborhood is great and having a good
neighborhood is hard to come by; he doesn’t want to see that change. He noted that the neighborhood
is not conducive to higher traffic.
5
When no else came forward, the Mayor closed the public hearing.
The Mayor asked Director Diekmann to explain infill, Overlay, and design standards. Director
Diekmann explained that infill typically means replacing something that is there. Infill can mean
redevelopment, or it can mean to fill in a vacant spot in the City; in this case it meant redevelopment.
Director Diekmann explained that a Zoning Ordinance addresses many different uses of a property,
which is identified as base zoning. In some parts of the City in addition to the base requirements, an
Overlay is added. An example was given that in the Historic District, it has a Medium-Density Zone
plus an Historic District Overlay. An Overlay is used to either add restrictions to a property that is
greater than the base zoning. Director Diekmann commented that in unique situations design standards
are added to an Overlay. The Overlay is a zoning tool and there are approximately 12 different
Overlays within the City. The final question was about design standards and it was stated that the “RH”
and “RM” base zoning districts are very plain and only have base standards. He defined design
standards as standards as to how a building can be built, how a front door needs to relate to a street,
etc. Director Diekmann stated that if the Council decided to go with Option 4, staff would look at it
in either a universal way to see if it can be used elsewhere in the City or if it could be tailored to this
particular area.
Council Member Gartin said that the Council has heard from one owner who lives in the target area
and asked what was done to provide notices to people who live in the area. Director Diekmann stated
that there have not been any notices sent as this item was a referral to Council to discuss. Mr. Gartin
stated that over the course of many years the Council is going to have situations where a proposal will
come in for a change in zoning and neighbors will be impacted, while neighborhood feedback is
important, it can’t be the only thing leading to a change. He asked Director Diekmann to speak about
how the Council should think about this property in regards to the Ames 2040 Plan. Director
Diekmann commented that if you boil down everything that is in the Plan to what is applicable to this
property, there are two potentially competing policies. The City is supportive of infill in selective
environments and the other is design standards. He said the main question was if the City is trying to
intensify or selectively intensify, and what needs to be addressed.
Council Member Beatty-Hansen explained that she was partial to Option 4 as she felt the Overlay
could be powerful. The area could remain high-density, but the Overlay could control what goes into
the area. She said with the Ames 2040 Plan and the Climate Action Plan she would be hesitant to
lower zoning categories. In order to be a sustainable City, the Council has to make efficient use of the
land that is already in the City. The Overlay could control the look and the height of the properties in
the area, but would still allow for more housing units.
Council Member Betcher mentioned that she was leaning towards Option 4, but after hearing the
residents speak she wondered if she was looking at things the wrong way. She asked if an Overlay was
done and the Council left it zoned as “RH” would it be sending conflicting messages. She pointed out
that if the Council changed the zoning to “RM” it would accomplish the same goal as adding an
Overlay, without misleading people. She would prefer to downsize the area to “RM” as it sends a clear
message.
The Mayor inquired about what the current density was in the area. Director Diekmann noted that
6
when they inventoried the properties, every property had at least one additional unit if not more, and
if going to “RM,” the single-family homes would drop from six to ten units to four to seven units. He
noted that lot consolidation was a possibility, but typically a lot of single-family homes don’t get
acquired in a quick manner.
Council Member Gartin asked what the next steps would be if the Council did decide to change the
area to “RM” or the Overlay. Mr. Diekmann explained that if the decision was to go straight to “RM”
then a neighborhood meeting would need to be held to get everyone’s thoughts. The Overlay option
would need to host a neighborhood meeting as well, but would need to come up with options to put
into the Overlay before coming back to the Council for further direction. Mr. Gartin said that whatever
option the Council takes is not set in stone, but this would be the first step. He commented that he
valued the input from the Neighborhood Association, but the process, by law, staff has to provide input
to the people whose zoning would actually be changed.
Council Member Beatty-Hansen asked a hypothetical question about the difference in height limits
between “RM” and “RH” if someone was to consolidate properties. Director Diekmann stated he had
a very hard time seeing anything go in over three stories. He pointed out that the sites in this area are
very small and narrow. Ms. Beatty-Hansen commented that Option 4 would not necessarily gain the
City any more units. Mayor Haila noted that if an Overlay zone was added where it eliminated
commercial buildings along with putting a cap on the height it would bring them back to “RM.”
Council Member Junck asked what the likelihood would be if the Council decided to go through with
the Overlay process and the set of standards, and they would be applicable to somewhere else in Ames.
Director Diekmann said it would be hard to say, as it would be a learning exercise for everyone
involved.
Moved by Betcher, seconded by Corrieri, to approve Option 1, to initiate the rezoning of the area to
Residential Medium-Density “RM” beginning with an Owner Meeting before public hearing notices
go out.
Council Member Gartin stated that he will support the motion, but felt it was important to convey that
this is the beginning of the process. He stated there is value in the process, by getting input from a
broad portion of the community.
Council Member Betcher commented that what was an overriding point for her was that she didn’t
think this area is a typical “RH” zone. The area does not have access off Grand and this is not the kind
of infill that they are going to see elsewhere in the City. She felt the area was unique and didn’t think
it was a good place to start trying to create a model.
Vote on Motion: 6-0. Motion declared carried unanimously.
Director Diekmann noted that this process will take four to five months. He anticipated having the
neighborhood meeting some time in the Spring and if there are any big issues after the neighborhood
meeting staff will come back to the Council for further direction.
7
The Mayor wanted the public to know that at least once a year, the Council gets a list of the
projects/workflow that the Planning Department is working on. The Planning Department is always
the busiest department and needs to have their projects prioritized by the Council. The motion tonight
will be added to the workflow for completion.
HEARING ON REZONING OF 23959-580TH AVENUE FROM AGRICULTURAL “A” TO
INTENSIVE INDUSTRIAL “II”: Planning and Housing Director Kelly Diekmann stated that this
request was unique. It is an existing site that was annexed into the City by the request of the property
owner. He explained that the site is already built and changing the zoning is necessary for the reuse
of the site. The property owner will need to rehabilitate the buildings and utility services in order to
fully reuse the site.
The Mayor opened the Public Hearing and closed it when no one came forward to speak.
Moved by Corrieri, seconded by Gartin, to pass on first reading an ordinance rezoning 23959-580th
Avenue from Agricultural “A” to Intensive Industrial “II”.
Roll Call Vote: 6-0. Motion declared carried unanimously.
HEARING ON PROPOSAL FOR THE CITY OF AMES TO LEASE ITS RIGHT, TITLE,
AND INTEREST TO PROPERTY LOCALLY KNOWN AS 205 SOUTH WALNUT, AMES,
TO HEARTLAND SENIOR SERVICES FOR A PERIOD OF 50 YEARS: The Mayor opened
the public hearing and stated that it has been requested by Staff to continue the hearing until January
25, 2022.
Moved by Beatty-Hansen, seconded by Corrieri, to continue the hearing to January 25, 2022.
Vote on Motion: 6-0. Motion declared carried unanimously.
STORY COUNTY SATURATED BUFFER/BIO-REACTOR PROJECT: Water and Pollution
Control Director John Dunn explained that what is being proposed is an innovative approach to try and
get a number of the small field projects done in a short period of time. The typical way would be to
work with a landowner and get their buy-in and then hire a contractor, and then repeat with each
property. What the City is looking at doing is bundling a bunch of the properties together so there is
a “big packet” of construction projects that can go out at once. Director Dunn pointed out that they
have about 28 project sites already lined up. In the proposal there is a 28E Agreement between the City
and the Iowa Department of Agricultural and Land Stewardship (IDALS), where essentially IDALS
says that they want to do these types of projects, and if the City will do the projects, be the fiscal
agent, and do the contracting then IDALS will reimburse the City 75% of the construction cost. He
stated that there is also a Cooperative Agreement among the City, Story County, and the Story County
Conservation Board saying that the 25% local match will be spent evenly between the City of Ames
and Story County. Director Dunn mentioned that there is one other element regarding the funding that
is not in the Staff Report. He said that the City has partnered with Polk County Conservation on a grant
application for the water infrastructure fund, which if successful then the City and County will get the
25% local match reimbursed through a completely different grant project. He pointed out if staff is
completely successful then they will be able to get the 28-30 bioreactor/saturated buffer projects done
at no cost.
8
Council Member Gartin asked for an explanation as to the purpose of this project. Director Dunn
explained that the saturated buffers and the bioreactors are two different ways of intercepting drainage
tile off farm ground. Which one you use depends on the soil, the slopes, and everything that is around.
There are two different ways of intercepting and treating the water to remove nitrogen and some
phosphorus before the water makes its way into a local drainage ditch.
Council Member Betcher asked what kind of contracting would be needed for this type of project.
Director Dunn noted it would be contractors who are familiar with doing underground work.
Council Member Gartin inquired if there was a testing process to measure the effectiveness of the
systems. Director Dunn stated that it can be done if they test before and after the saturated buffers or
bioreactors are installed. He explained that in terms of the nutrient reduction credit that the City would
be able to bank, the staff would rely on standardized performance.
Mayor Haila opened public input and closed it when no one came forward.
Moved by Betcher, seconded by Corrieri, to adopt RESOLUTION NO. 22-012 approving the 28E
Agreement for fiscal agent assistance with the Iowa Department of Agriculture and Land Stewardship -
Division of Soil Conservation and Water Quality, City of Ames, and Story County Soil & Water
Conservation District.
Roll Call Vote: 6-0. Resolution declared carried/adopted unanimously, signed by the Mayor, and
hereby made a portion of these Minutes.
Moved by Rollins, seconded by Junck, to adopt RESOLUTION NO. 22-013 approving the Agreement
among Story County, Iowa; Story County Conservation Board; and the City of Ames for funding
assistance for water nutrient removal practices.
Roll Call Vote: 6-0. Resolution declared carried/adopted unanimously, signed by the Mayor, and
hereby made a portion of these Minutes.
WAIVING FORMAL BIDDING REQUIREMENTS AND AUTHORIZING PROFESSIONAL
CONSULTING SERVICES CONTRACT WITH MCR PERFORMANCE SOLUTIONS, LLC,
FOR MISO TRANSMISSION RATE REVIEW AND CALCULATION: Electric Services
Director Don Kom stated he was present if there were any questions.
Mayor Haila opened public comment and closed it when no one came forward to speak.
Moved by Betcher, seconded by Junck, to adopt RESOLUTION NO. 22-014 waiving the formal
bidding requirements and authorizing a Professional Consulting Services Contract with MCR
Performance Solutions, LLC, of Deerfield, Illinois, in the amount of $94,500 for MISO Transmission
Rate Review and Calculation.
Roll Call Vote: 6-0. Resolution declared carried/adopted unanimously, signed by the Mayor, and
hereby made a portion of these Minutes.
STAFF REPORT REGARDING COVID-19 MEETING POLICIES: Assistant City Manager
Brian Phillips explained that during the past couple of weeks staff had been engaging in conversations
9
with local medical partners regarding the status of COVID-19 in the community and the impacts it
could have on the City. Significant concerns were raised among these medical partners about the
impacts of the Omicron variant of COVID-19. Mr. Phillips said that City staff is going to be
implementing a policy that requires all employees to wear a mask in settings where a six-foot distance
cannot be maintained. One area where feedback is needed from the Council is regarding City Council
Meetings and Board and Commission meetings. Mr. Phillips pointed out that a few options were
provided to the Council in the Staff Report. He noted that earlier tonight with the public in attendance
they would not have been able to maintain the six feet distance. He mentioned that tonight’s discussion
is separate from what the City is required to comply with regarding OSHA Emergency Temporary
Standard Regulation.
Council Member Junck stated that she was interested in Option 1, but will be making a motion to
include other possible accessibility options. She mentioned that she wanted to see if there was a
possibility of not necessarily a Zoom interaction, but if people could email or call-in during the
meeting, while watching virtually with their questions. Ms. Junck felt it would be easier for staff to
have some sort of virtual participation, but not necessarily Zoom.
Council Member Betcher stated it would be beneficial to have the phone-in option. She noted that with
a City Council meeting like tonight, and if attendance was low, it would be reasonable to ask people
to distance themselves from each other and require the mask if unable to social distance. She
mentioned that this would also support staff as they would not be setting a different standard than the
rest of the City.
Moved by Junck, seconded by Beatty-Hansen, to approve Option 1, to require masks to be worn at
City Council and Board & Commission Meetings.
Vote on Motion: 6-0. Motion declared carried unanimously.
Moved by Junck, seconded by Beatty-Hansen, to have staff to look into options for virtual attendees
to participate via phone or email live during a City Council meeting.
Public Relations Officer Susan Gwiasda explained that a phone number could be put up on the screen
to allow people to call in with questions and a City employee could monitor the phone to take
messages.
Council Member Betcher asked about the possibility of using other rooms as a “holding room” for
other people. Ms. Gwiasda mentioned that could be possible.
Vote on Motion: 6-0. Motion declared carried unanimously.
Council Member Beatty-Hansen inquired as to what would happen if the citizen refuses to wear a
mask. The Mayor stated that they will address that if it happens, but he was encouraged tonight as a
lot of people in the audience had on face masks. He was hopeful that the surge is short-lived.
City Manager Steve Schainker commented that according to healthcare providers it should subside by
the end of February.
10
ORDINANCE REVISING THE STANDARDS FOR DETACHED GARAGES AND
ACCESSORY BUILDINGS AND NONCONFORMING STRUCTURES: Moved by Corrieri,
seconded by Beatty-Hansen, to pass on second reading an ordinance revising the standards for
detached garages and accessory buildings and nonconforming structures.
Roll Call Vote: 6-0. Motion declared carried unanimously.
ORDINANCE CHANGING THE NAME OF SQUAW CREEK DRIVE TO STONEHAVEN
DRIVE: Moved by Betcher, seconded by Junck, to pass on second reading an ordinance changing the
name of Squaw Creek Drive to Stonehaven Drive.
Roll Call Vote: 6-0. Motion declared carried unanimously.
ORDINANCE AMENDING THE PARKING REGULATIONS TO INCORPORATE THE
RENAMING OF SQUAW CREEK DRIVE TO STONEHAVEN DRIVE: Moved by Rollins,
seconded by Corrieri, to pass on second reading an ordinance amending the parking regulations to
incorporate the renaming of Squaw Creek Drive to Stonehaven Drive.
Roll Call Vote: 6-0. Motion declared carried unanimously.
DISPOSITIONS OF COMMUNICATIONS TO COUNCIL: The Mayor mentioned there were four
items on the list. The first item was a letter from William Fedeler, H&B Properties, LLC, requesting
a Zoning Text Amendment to allow him to subdivide his property at 2108 East Lincoln Way into two
General Industrial lots. City Manager Steve Schainker recommended asking staff for a memo on Mr.
Fedeler’s request, if the Council wanted to pursue it.
Moved by Betcher, seconded by Corrieri, to ask staff for a memo regarding Mr. Fedeler’s request to
rezone his property at 2108 East Lincoln Way.
Vote on Motion: 6-0. Motion declared carried unanimously.
The second item was a letter from Sue Ravenscroft voicing her concerns about the proposed
Reinvestment District project on Lincoln Way. Mr. Schainker commented that he didn’t think any
action would be required and that the Council could take it under advisement when they make
decisions regarding the Reinvestment District. Council Member Betcher asked if it required whom will
be negotiating the Development Agreement to take Ms. Ravenscroft’s recommendation into
consideration.
Moved by Betcher, seconded by Beatty-Hansen, to have the City Manager take the concerns of Ms.
Ravenscroft into consideration when doing negotiations with the developer for the Reinvestment
District.
Council Member Corrieri asked what the motion entailed. Ms. Betcher explained that it would be up
to Mr. Schainker to explain to the developer that the City is developing a Climate Action Plan and Ms.
Ravenscroft recommendations should be taken into consideration.
Council Member Gartin stated he had raised the issue of Sustainability with the developer and had
asked for specific design aspects, and he was encouraged that it was not a new concept to the
developer. Mr. Gartin explained that he was not sure exactly what they are voting for. He went on to
11
say that if it is just to ask Mr. Schainker to consider the recommendations during negotiations it didn’t
seem necessary. Ms. Betcher commented that she didn’t want Ms. Ravenscroft’s recommendations to
be forgotten.
The Mayor stated that one of the points brought up in the letter was to be built up to standards and
those have a cost associated with them. His take on the motion was to bring up the ideas by a citizen
and ask the developer to comment on the items and go from there, it is not a mandate that the
developer has to do. Ms. Betcher confirmed that was her intent with the motion.
Vote on Motion: 6-0. Motion declared carried unanimously.
The next item was a letter from Sharon Wirth and Craig Marrs, Ames History Museum Capital
Campaign Co-chairs, requesting funding in the amount of $150,000 to be included in the City of Ames
budget for the museum’s expansion project.
Council Member Corrieri stated she had a discussion with Attorney Mark Lambert about the request
from the Ames History Museum Capital Campaign as it reminded her of the Miracle Park and the
decision from the City Attorney’s office at the time, that the City could not legally contribute
financially to a project without it prompting Chapter 26 of the State Code, to have the project bid out
by the City. She noted there is probably a lot more to the request than what was discussed with the
Miracle Park project, and felt a memo from the City Attorney would be appropriate before moving
forward.
Moved by Corrieri, seconded by Betcher, to get a memo from the City Attorney regarding being able
to legally contribute financially to a project without it prompting Chapter 26 of the State Code.
Vote on Motion: 6-0. Motion declared carried unanimously.
The Mayor noted that there was a little bit of time sensitivity to obtain the memo from the City
Attorney and inquired if the memo could be ready by the next City Council meeting on January 25,
2022. City Manager Steve Schainker commented that if able to provide funding then this item would
be discussed at the February 8 budget meeting.
The last item was a memo from Traffic Engineer Damion Pregitzer providing an update to the
Council’s request for a cost estimate to add a bicycle/pedestrian trail under the I35 interchange by 13th
Street. It was mentioned that the Council will take the information that was provided by Mr. Pregitzer
under advisement.
COUNCIL COMMENTS: Council Member Gartin stated that on Saturday, January 15, 2022, there
will be a free Cross-Country Ski clinic at the Homewood Golf Course. The event will happen whether
there is no snow or not. Mr. Gartin noted that registration is required. He then explained that January
17, 2022, is the celebration for Martin Luther King Jr. Day and a few details have changed. The event
is now going to be held in the City Auditorium at 6:30 p.m., and there will be a virtual component.
Face masks and social distancing will be required to attend the event in person. Long-time Ames
resident Jeff Johnson, who serves as the Lora and Russ Talbot Endowed Iowa State University Alumni
Association President and CEO, will be the keynote speaker.
12
Council Member Gartin explained that he had sent the Council a set of nine potential next steps for
Climate Action. He noted that right now the Council is waiting for the consultant to bring back
recommendations and mentioned that the Council can table his suggestions until later, but felt that
some of his suggestions were things that could be started right away. He asked the rest of the Council
for their opinion.
Council Member Beatty-Hansen stated that some of the ideas could be started right away. One of them
was reaching out to Iowa State University and the Ames Chamber of Commerce to enlist their support
in making changes.
Council Member Corrieri stated her opinion would be to discuss the nine recommendations during the
Council’s Goal Setting meeting.
Council Member Betcher commented that she wouldn’t want to start anything until after the Goal-
Setting meeting.
The Mayor indicated that the Council should be seeing results from the consultant soon and asked
Assistant City Manager Deb Schildroth for a timeframe of when the Council will see tangible ideas
and costs from the consultant. Ms. Schildroth stated that SSG planned on having information to the
Steering Committee and the Council at the March 1, 2022, Workshop. She noted that SSG may not
have all the details as this is the first “swipe” at action steps. Before March 1, 2022, SSG wants to do
another survey, a focus group, and have the Supplemental Committee meet.
Council Member Gartin stated he was fine with waiting, but wanted the public to know what he was
talking about. His recommended nine steps were:
1.Re-evaluate the City’s subsidy for LED lighting
2.Review the current program for home and commercial solar and other ways to improve the City’s
solar imprint
3. Look at subsidies for electric car charging stations
4. Develop a campaign to encourage reducing miles driven or leave the car at home by taking Cy-
Ride, carpooling, or biking
5.Standing Agenda item at the beginning of each Council meeting to create opportunities for CAP
updates.
6. Host a Workshop for builder on building in a climate friendly manner and consider a “seal of
approval” for homes that have already been built and modified with climate in mind
7. Reach out to Iowa State University and the Ames Chamber of Commerce to begin the
conversation of enlisting their support for a CAP goal
8. Create a fund of money in the budget to begin funding CAP projects, yet to be determined
9. Ask the City Manager to review if there is sufficient staffing to handle the various efforts that will
be needed
Council Member Betcher welcomed Council Member Rollins to the Council. Also, Ms. Betcher
wanted to make sure that the citizens knew that they were invited to the City Council’s Goal-Setting
session. It will be at the Homewood Clubhouse at 8:30 a.m. on Saturday, January 22, 2022.
13
Council Member Rollins thanked the Council for the warm welcome and thanked David Martin for
the great work he had previously done as a Council Member.
ADJOURNMENT: Moved by Junck to adjourn the meeting at 7:49 p.m.
______________________________________________________________________
Amy L. Colwell, Deputy City Clerk John A. Haila, Mayor
__________________________________
Diane R. Voss, City Clerk
14
Smart Choice
515.239.5133 non-emergency
Administration
fax
To: Mayor John Haila and Ames City Council Members
From: Lieutenant Heath Ropp, Ames Police Department
Date: January 18, 2022
Subject: Beer Permits & Liquor License Renewal Reference City Council Agenda
The Council agenda for January 25th, 2022, includes beer permits and liquor license
renewals for:
•Fareway Stores #093 (3619 Stange Rd) - Class E Liquor License with Class B Wine
Permit and Class C Beer Permit (carryout beer)
•Fareway Stores #386 (619 Burnett Ave) - Class E Liquor License with Class B Wine
Permit and Class C Beer Permit (carryout beer)
•Dog Eared Books (203 Main St) - Class C Liquor License with Sunday Sales
•Blaze Pizza (2320 Lincoln Way) - Special Class C Liquor License with Outdoor Service
and Sunday Sales
•Ge’Angelo’s (823 Wheeler St) - Class C Liquor License with Catering Privilege and
Sunday Sales
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
above businesses.
Item No. 3
Smart Choice
515.239.5133 non-emergency
Administration
fax
515
To: Mayor John Haila and Ames City Council Members
From: Lieutenant Heath Ropp, Ames Police Department
Date: January 18, 2022
Subject: Beer Permits & Liquor License Renewal Reference City Council Agenda
The Council agenda for January 25th, 2022, includes beer permits and liquor license
renewals for:
•El Azteca (2727 Stange Rd) - Class C Liquor License with Outdoor Service and Sunday
Sales
A review of police records for the past 12 months found 1 liquor law violation. During a
compliance check on April 16th, 2021, an employee sold alcohol to a minor and was cited
accordingly. A follow-up compliance check was completed, and no violations were
recorded.
•Blue Owl Bar (223 Welch Ave) - Class C Liquor License with Outdoor Service & Sunday
Sales
A review of police records for the past 12 months found 6 liquor law violations. 6
individuals were cited for being underage on premise. 1 of those individuals was in
possession of a fake ID.
The Police Department will continue to monitor the above locations by conducting
regular foot patrols, bar checks and by educating the bar staff through training and
quarterly meetings. The Ames Police Department recommends license renewal for the
above businesses.
Item No. 3e and 3g
ITEM # 4
DATE: 01/25/22
COUNCIL ACTION FORM
SUBJECT: REQUESTS FOR MIDNIGHT MADNESS
BACKGROUND:
The annual Midnight Madness races will be held at Ames Fitness Center South (ISU
Research Park) on Saturday, July 9. The event includes 5k, 10k, and kid runs, followed
by a beer garden and activities at Ames Fitness Center South. An estimated 500 people
will enter all races and approximately 800 spectators will be at the event.
Organizers are requesting the following partial street closures from 12:35 p.m. until
10:00 p.m. on Saturday, July 9.
• Collaboration Place Road to S Riverside Drive (north side lane)
• S Riverside Drive North to Airport Road (west side lane)
• Airport Road between S Riverside Drive & South Loop Drive (south side of
east bound traffic)
• South Loop Drive (east side of road)
• University Blvd from Cottonwood Rd to Collaboration Place (east side of road)
City staff will provide barricades and traffic cones to facilitate this event, blocking a
dedicated running lane while allowing vehicle traffic to continue using other lanes.
Midnight Madness organizers have also obtained a Noise Permit for this event.
ALTERNATIVES:
1. Approve the requests for Midnight Madness on July 9, 2022, as outlined above.
2. Do not approve the requests for Midnight Madness.
CITY’S MANAGER’S RECOMMENDED ACTION:
Midnight Madness has been held since 1979 and is a popular event that draws many
competitors and spectators from a wide area to Ames. There have been no significant
problems in the past with the arrangements requested above.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative #1, as described above.
ITEM # _________5_______
DATE January 25, 2022
COUNCIL ACTION FORM
SUBJECT: ENCROACHMENT PERMIT FOR SIGN ON BUILDING AT 400 MAIN
STREET
BACKGROUND:
English Bulldog Cigar Lounge, LLC is seeking approval for a sign attached to the building
that is 3.3 feet wide.
Chapter 22.3(3) of the Ames Municipal Code requires approval of the Encroachment
Permit Agreement by the Ames City Council before the Permit can be issued. By signing
the Agreement, the applicant and owner agree to hold harmless the City of Ames
against any loss or liability as a result of the encroachment, to submit a certificate of
liability insurance that protects the City in case of an accident, and to pay the fee for
the Encroachment Permit. The applicant and owner also understand that this approval
may be revoked at any time by the City Council. The fee for this permit was calculated
at $25, and the full amount has been received by the City Clerk’s Office along with the
certificate of liability insurance.
ALTERNATIVES:
1. Approve the request.
2. Deny the request.
MANAGER’S RECOMMENDED ACTION:
It is the recommendation of the City Manager that the City Council adopt Alternative No. 1,
thereby granting the Encroachment Permit for the sign.
COUNCIL ACTION:
Caring People Quality Programs Exceptional Service
515.239.5119 main
515.239-5320 fax
515 Clark Ave. P.O. Box 811
mes, IA 50010
www.CityofAmes.org
City Treasurer
MEMO
To: Mayor and City Council
From: Roger Wisecup, CPA
City Treasure
Date: January 7, 2021
Subject: Investment Report for Quarte Ending Decembe 31, 2021
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 December 31, 2021.
Discussion
This report covers the period ending December 31, 2021 and presents a summary of the
investments on hand at the end of December 2021. The investments are valued at
amortized cost; this reflects the same basis that the assets are carried on the financial
records of the City. All investments are in compliance with the current Investment Policy.
Comments
The Federal Reserve maintained the federal fund rate at 0-0.25 percent in the last
quarter. The yield curve is normal, making shorter maturities pay at a less rates than
longer maturities. Future investments will be made at the lower interest rates and future
interest income will decrease. We will continue to evaluate our current investment
strategy, remaining flexible to future investments while the Federal Reserve evaluates
the target rate.
Item No. 6
BOOK MARKET UN-REALIZED
DESCRIPTION VALUE VALUE GAIN/(LOSS)
CERTIFICATES OF DEPOSIT 18,000,000 18,000,000 0
FEDERAL AGENCY DISCOUNTS 0
FEDERAL AGENCY SECURITIES 62,198,995 61,802,438 (396,557)
INVESTMENT POOLS 0
COMMERCIAL PAPER 4,496,334 4,494,616 (1,718)
MISC COUPON SECURITIES 0
PASS THRU SECURITIES PAC/CMO 0
MONEY FUND SAVINGS ACCOUNTS 425,664 425,664 0
CORPORATE BONDS 0
US TREASURY SECURITIES 92,777,398 92,469,269 (308,128)
INVESTMENTS 177,898,390 177,191,986 (706,404)
CASH ACCOUNTS 29,976,185 29,976,185
TOTAL FUNDS AVAILABLE 207,874,575 207,168,172 (706,404)
ACCRUAL BASIS INVESTMENT EARNINGS YR-TO-DATE
GROSS EARNINGS ON INVESTMENTS: 679,285
INTEREST EARNED ON CASH: 62,337
TOTAL INTEREST EARNED: 741,622
AND THE ACCUMULATED YEAR-TO-DATE
CITY OF AMES, IOWA
CASH AND INVESTMENTS SUMMARY
AND SUMMARY OF INVESTMENT EARNINGS
FOR THE QUARTER ENDED DECEMBER 30, 2021
YTM
365
Page 1
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
December 31, 2021
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2021-2022
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Certificates of Deposit
2.660Great Western Bank144303455 4,000,000.00 4,000,000.00 06/01/20222.66004/16/2019 4,000,000.00 2.624144303455 151
2.990US Bank433071659 6,000,000.00 6,000,000.00 06/01/20222.99005/24/2018 6,000,000.00 2.949433071659 151
1.710US Bank795014295 3,000,000.00 3,000,000.00 06/01/20221.71010/16/2019 3,000,000.00 1.687795014295 151
1.780US Bank795014296 5,000,000.00 5,000,000.00 06/01/20231.78010/16/2019 5,000,000.00 1.756795014296 516
18,000,000.00 2.33518,000,000.0018,000,000.0018,677,419.35Subtotal and Average 2.367 252
Money Market
0.300Great Western Bank4531558874 292,551.91 292,551.91 0.300292,551.91 0.296SYS4531558874B 1
292,551.91 0.296292,551.91292,551.91292,551.16Subtotal and Average 0.300 1
Passbook/Checking Accounts
0.150Wells Fargo6952311634B 133,111.74 133,111.74 0.150133,111.74 0.148SYS6952311634B 1
133,111.74 0.148133,111.74133,111.74133,111.42Subtotal and Average 0.150 1
Commercial Paper Disc. -Amortizing
0.093Credit Agricole0993-21 1,000,000.00 999,671.20 05/12/20220.09009/03/2021 999,670.00 0.09122533UED1 131
0.288MountCliff Funding1014-21A 1,000,000.00 998,708.89 06/16/20220.28012/10/2021 998,423.00 0.28462455BFG5 166
0.288MountCliff Funding1014-21B 1,000,000.00 998,708.89 06/16/20220.28012/10/2021 998,423.00 0.28462455BFG5 166
0.123Bank of Canada0995-21 1,500,000.00 1,499,245.01 06/01/20220.12009/09/2021 1,498,099.50 0.12163307MF12 151
4,496,333.99 0.1874,494,615.504,500,000.006,174,202.70Subtotal and Average 0.189 153
Federal Agency Coupon Securities
0.600Farmer Mac0962-20 1,000,000.00 1,000,000.00 11/20/20250.60011/20/2020 977,881.00 0.59231422B3F5 1,419
0.360Federal Farm Credit0930-20 1,500,000.00 1,500,120.29 01/18/20220.53004/15/2020 1,500,261.00 0.3553133ELTN4 17
0.154Federal Farm Credit0952-20A 2,000,000.00 1,999,927.20 04/08/20220.14010/15/2020 2,000,006.00 0.1513133EMCJ9 97
0.154Federal Farm Credit0952-20B 3,000,000.00 2,999,890.81 04/08/20220.14010/15/2020 3,000,009.00 0.1513133EMCJ9 97
0.092Federal Farm Credit0974-21 1,500,000.00 1,500,795.32 10/13/20220.16002/12/2021 1,498,449.00 0.0913133EMDA7 285
0.341Federal Farm Credit0977-21A 1,000,000.00 998,837.22 11/12/20240.30003/02/2021 980,645.00 0.3363133EMQQ8 1,046
0.341Federal Farm Credit0977-21B 1,500,000.00 1,498,255.83 11/12/20240.30003/02/2021 1,470,967.50 0.3363133EMQQ8 1,046
0.180Federal Farm Credit0999-21 2,000,000.00 2,000,578.83 06/26/20230.20009/09/2021 1,988,690.00 0.1783133EM3S9 541
0.160Federal Farm Credit1005-21 2,000,000.00 2,000,000.00 12/15/20220.16010/15/2021 1,994,952.00 0.1583133EMKH4 348
0.366Federal Farm Credit1008-21 2,000,000.00 1,996,647.79 10/12/20230.27010/15/2021 1,984,219.00 0.3613133ENAU4 649
0.402Federal Home Loan Bank0931-20A 1,500,000.00 1,502,881.24 02/08/20222.28004/15/2020 1,503,145.50 0.397313376Y74 38
0.402Federal Home Loan Bank0931-20B 1,000,000.00 1,001,920.83 02/08/20222.28004/15/2020 1,002,097.00 0.397313376Y74 38
0.204Federal Home Loan Bank0935-20A 1,000,000.00 1,003,969.51 03/11/20222.25005/15/2020 1,004,022.00 0.201313378CR0 69
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PM2) 7.3.11
Report Ver. 7.3.11
YTM
365
Page 2
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
December 31, 2021
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2021-2022
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Federal Agency Coupon Securities
0.204Federal Home Loan Bank0935-20B 1,500,000.00 1,505,954.27 03/11/20222.25005/15/2020 1,506,033.00 0.201313378CR0 69
0.134Federal Home Loan Bank0947-20 1,500,000.00 1,517,303.69 06/10/20222.75009/17/2020 1,516,804.50 0.1323130AEBM1 160
0.581Federal Home Loan Bank0975-21 1,000,000.00 997,102.51 02/17/20260.30002/22/2021 968,827.00 0.5733130AL4V3 1,508
0.841Federal Home Loan Bank0978-21 1,000,000.00 989,524.35 02/11/20260.58003/15/2021 974,011.00 0.8293130AKXB7 1,502
0.385Federal Home Loan Bank0979-21A 1,500,000.00 1,499,668.55 03/15/20240.37503/17/2021 1,484,268.00 0.3803130ALKS2 804
0.385Federal Home Loan Bank0979-21B 1,000,000.00 999,779.04 03/15/20240.37503/17/2021 989,512.00 0.3803130ALKS2 804
1.116Federal Home Loan Bank0980-21 2,650,000.00 2,647,501.20 04/14/20260.50004/14/2021 2,632,510.00 1.1013130ALVT8 1,564
0.450Federal Home Loan Bank0984-21A 1,500,000.00 1,500,000.00 07/15/20240.45004/20/2021 1,481,679.00 0.4443130ALTV6 926
0.450Federal Home Loan Bank0984-21B 1,000,000.00 1,000,000.00 07/15/20240.45004/20/2021 987,786.00 0.4443130ALTV6 926
0.458Federal Home Loan Bank0985-21A 1,500,000.00 1,499,702.51 07/26/20240.45004/30/2021 1,481,202.00 0.4523130ALVQ4 937
0.458Federal Home Loan Bank0985-21B 1,000,000.00 999,801.67 07/26/20240.45004/30/2021 987,468.00 0.4523130ALVQ4 937
0.431Federal Home Loan Bank0991-21A 1,500,000.00 1,496,252.09 06/28/20240.33007/01/2021 1,478,305.50 0.4253130AMV66 909
0.431Federal Home Loan Bank0991-21B 1,000,000.00 997,501.39 06/28/20240.33007/01/2021 985,537.00 0.4253130AMV66 909
0.510Federal Home Loan Bank0992-21 1,500,000.00 1,500,000.00 08/30/20240.51007/01/2021 1,482,718.50 0.5033130AMZQ8 972
0.600Federal Home Loan Bank0994-21 2,000,000.00 2,000,100.00 05/28/20250.60009/03/2021 1,966,496.00 0.5923130ANKM1 1,243
0.202Federal Home Loan Bank1001-21 1,000,000.00 998,740.21 08/28/20230.12509/13/2021 991,488.42 0.1993130ANYM6 604
0.409Federal Home Loan Bank1002-21 1,000,000.00 999,360.42 09/13/20240.37509/13/2021 985,060.42 0.4033130ANR28 986
0.650Federal Home Loan Bank1013-21A 1,500,000.00 1,500,000.00 09/29/20230.65012/29/2021 1,500,000.00 0.6413130AQ7J6 636
0.650Federal Home Loan Bank1013-21B 1,000,000.00 1,000,000.00 09/29/20230.65012/29/2021 1,000,000.00 0.6413130AQ7J6 636
0.221Federal Home Loan Bank1015-21 1,000,000.00 999,018.23 09/28/20220.07012/10/2021 998,647.00 0.2183130APCM5 270
0.780Federal Home Loan Bank1016-21 1,000,000.00 1,000,000.00 12/29/20230.78012/29/2021 999,093.00 0.7693130AQ7K3 727
1.440Federal Home Loan Mortgage Co.0917-20 1,000,000.00 1,000,306.24 01/13/20222.37502/20/2020 1,000,628.00 1.4203137EADB2 12
0.360Federal Home Loan Mortgage Co.0929-20A 1,500,000.00 1,501,003.18 01/13/20222.37504/15/2020 1,500,942.00 0.3553137EADB2 12
0.360Federal Home Loan Mortgage Co.0929-20B 1,000,000.00 1,000,668.79 01/13/20222.37504/15/2020 1,000,628.00 0.3553137EADB2 12
0.091Federal Home Loan Mortgage Co.0955-20 1,500,000.00 1,500,286.87 07/25/20220.12510/15/2020 1,499,296.50 0.0903137EAET2 205
0.360Federal Home Loan Mortgage Co.0960-20 1,000,000.00 1,000,000.00 05/15/20240.36011/20/2020 987,324.00 0.3553134GXBD5 865
0.350Federal Home Loan Mortgage Co.0961-20 1,000,000.00 1,000,000.00 03/29/20240.35011/20/2020 988,457.00 0.3453134GWXC5 818
0.360Federal Home Loan Mortgage Co.1003-21 1,500,000.00 1,500,000.00 05/15/20240.36009/15/2021 1,480,986.00 0.3553134GXBD5 865
0.254Federal Home Loan Mortgage Co.1004-21 1,500,000.00 1,501,295.63 11/13/20230.30009/15/2021 1,500,000.00 0.2503134GXAY0 681
0.301Federal Home Loan Mortgage Co.1018-21A 1,000,000.00 999,193.22 11/23/20220.20012/10/2021 998,239.44 0.2973134GXEA8 326
0.301Federal Home Loan Mortgage Co.1018-21B 1,000,000.00 999,193.23 11/23/20220.20012/10/2021 998,239.45 0.2973134GXEA8 326
0.340Federal Nat'l Mtg. Assoc.1017-21 1,500,000.00 1,545,912.60 01/19/20232.37512/10/2021 1,544,907.13 0.3353135G0T94 383
62,198,994.76 0.39961,802,437.8662,150,000.0059,291,918.89Subtotal and Average 0.404 616
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PM2) 7.3.11
YTM
365
Page 3
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
December 31, 2021
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2021-2022
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Treasury Coupon Securities
2.963U.S. Treasury0835-18 2,500,000.00 2,489,475.08 05/31/20221.87510/15/2018 2,517,577.50 2.923912828XD7 150
2.964U.S. Treasury0836-18 2,500,000.00 2,488,258.55 05/31/20221.75010/15/2018 2,516,015.00 2.923912828XR6 150
2.459U.S. Treasury0860-19 3,000,000.00 2,966,660.00 05/31/20231.62503/08/2019 3,044,532.00 2.426912828R69 515
1.540U.S. Treasury0893-19 6,000,000.00 6,099,216.49 05/31/20232.75011/04/2019 6,184,686.00 1.5199128284S6 515
0.160U.S. Treasury0934-20A 1,000,000.00 1,002,722.91 02/28/20221.87505/15/2020 1,002,656.00 0.158912828W55 58
0.160U.S. Treasury0934-20B 1,500,000.00 1,504,084.36 02/28/20221.87505/15/2020 1,503,984.00 0.158912828W55 58
0.175U.S. Treasury0937-20A 1,000,000.00 1,000,486.17 03/31/20220.37505/19/2020 1,000,625.00 0.173912828ZG8 89
0.175U.S. Treasury0937-20B 1,500,000.00 1,500,729.25 03/31/20220.37505/19/2020 1,500,937.50 0.173912828ZG8 89
0.133U.S. Treasury0946-20 1,500,000.00 1,500,884.66 03/31/20220.37509/17/2020 1,500,937.50 0.131912828ZG8 89
0.134U.S. Treasury0953-20 1,000,000.00 1,005,682.34 04/30/20221.87510/15/2020 1,005,625.00 0.132912828X47 119
0.134U.S. Treasury0954-20 1,500,000.00 1,512,948.02 07/15/20221.75010/15/2020 1,511,953.50 0.1329128287C8 195
0.146U.S. Treasury0957-20 1,500,000.00 1,499,894.75 04/30/20220.12511/16/2020 1,500,000.00 0.144912828ZM5 119
0.150U.S. Treasury0958-20 1,500,000.00 1,510,836.72 06/15/20221.75011/16/2020 1,510,782.00 0.1489128286Y1 165
0.156U.S. Treasury0959-20 1,500,000.00 1,512,473.02 08/15/20221.50011/16/2020 1,511,484.00 0.154912828YA2 226
0.105U.S. Treasury0963-20 1,000,000.00 1,005,776.65 04/30/20221.87512/08/2020 1,005,625.00 0.104912828X47 119
0.117U.S. Treasury0964-20 1,000,000.00 1,000,033.40 05/31/20220.12512/08/2020 999,844.00 0.115912828ZR4 150
0.120U.S. Treasury0965-20 1,000,000.00 1,007,365.43 06/15/20221.75012/08/2020 1,007,188.00 0.1189128286Y1 165
0.121U.S. Treasury0966-20 1,000,000.00 1,000,022.14 06/30/20220.12512/08/2020 999,531.00 0.119912828ZX1 180
0.091U.S. Treasury0967-20 1,000,000.00 1,008,871.32 07/15/20221.75012/15/2020 1,007,969.00 0.0909128287C8 195
0.100U.S. Treasury0968-20 1,000,000.00 1,000,142.33 07/31/20220.12512/15/2020 999,375.00 0.09991282CAC5 211
0.107U.S. Treasury0969-20 1,500,000.00 1,500,181.79 08/31/20220.12512/15/2020 1,498,594.50 0.10591282CAG6 242
0.104U.S. Treasury0970-20 1,500,000.00 1,514,705.11 09/15/20221.50012/15/2020 1,512,657.00 0.103912828YF1 257
0.080U.S. Treasury0971-21 1,000,000.00 1,009,583.39 08/15/20221.62502/12/2021 1,008,438.00 0.079912828TJ9 226
0.091U.S. Treasury0972-21 1,000,000.00 1,000,227.01 08/31/20220.12502/12/2021 999,063.00 0.08991282CAG6 242
0.091U.S. Treasury0973-21 1,500,000.00 1,500,377.14 09/30/20220.12502/12/2021 1,498,125.00 0.09091282CAN1 272
0.384U.S. Treasury0982-21 6,000,000.00 6,232,159.31 05/31/20242.00004/15/2021 6,165,000.00 0.379912828XT2 881
0.663U.S. Treasury0983-21 6,000,000.00 5,916,673.23 05/31/20250.25004/15/2021 5,835,000.00 0.654912828ZT0 1,246
0.360U.S. Treasury0986-21A 1,500,000.00 1,578,692.93 08/15/20242.37505/14/2021 1,557,187.50 0.355912828D56 957
0.360U.S. Treasury0986-21B 1,000,000.00 1,052,461.95 08/15/20242.37505/14/2021 1,038,125.00 0.355912828D56 957
0.515U.S. Treasury0988-21 4,000,000.00 3,964,252.69 05/31/20250.25006/11/2021 3,890,000.00 0.508912828ZT0 1,246
0.275U.S. Treasury0989-21 3,000,000.00 3,124,184.46 05/31/20242.00006/11/2021 3,082,500.00 0.271912828XT2 881
0.460U.S. Treasury0990-21A 1,500,000.00 1,542,451.97 09/30/20241.50006/18/2021 1,523,671.50 0.454912828YH7 1,003
0.460U.S. Treasury0990-21B 1,000,000.00 1,028,301.32 09/30/20241.50006/18/2021 1,015,781.00 0.454912828YH7 1,003
0.079U.S. Treasury0996-21A 1,500,000.00 1,518,662.57 09/30/20221.75009/09/2021 1,515,937.50 0.078912828L57 272
0.079U.S. Treasury0996-21B 2,000,000.00 2,024,883.43 09/30/20221.75009/09/2021 2,021,250.00 0.078912828L57 272
0.116U.S. Treasury0997-21 1,000,000.00 1,000,089.24 12/31/20220.12509/09/2021 996,875.00 0.11491282CBD2 364
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PM2) 7.3.11
YTM
365
Page 4
Par Value Book Value
Maturity
Date
Stated
RateMarket Value
December 31, 2021
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management
Investments FY 2021-2022
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
Treasury Coupon Securities
0.150U.S. Treasury0998-21 1,500,000.00 1,499,531.66 03/31/20230.12509/09/2021 1,492,734.00 0.14891282CBU4 454
0.225U.S. Treasury1000-21 1,500,000.00 1,569,166.46 09/30/20232.87509/09/2021 1,557,187.50 0.2229128285D8 637
0.270U.S. Treasury1006-21 3,000,000.00 2,993,893.60 05/31/20230.12510/15/2021 2,981,250.00 0.26691282CCD1 515
0.342U.S. Treasury1007-21 2,000,000.00 1,992,848.70 09/15/20230.12510/15/2021 1,981,769.18 0.33791282CAK7 622
0.384U.S. Treasury1009-21 2,000,000.00 1,995,021.67 11/15/20230.25010/15/2021 1,983,438.00 0.37891282CAW1 683
0.518U.S. Treasury1010-21 6,000,000.00 6,212,728.43 05/31/20242.00010/15/2021 6,165,000.00 0.511912828XT2 881
0.785U.S. Treasury1011-21 4,000,000.00 3,928,095.02 05/31/20250.25010/15/2021 3,890,000.00 0.775912828ZT0 1,246
1.005U.S. Treasury1012-21 3,500,000.00 3,461,660.96 05/31/20260.75010/15/2021 3,428,358.50 0.99191282CCF6 1,611
92,777,397.63 0.62992,469,269.1892,000,000.0092,800,286.05Subtotal and Average 0.638 631
0.709177,369,489.59 177,075,663.65 0.719 574177,191,986.19 177,898,390.03Total and Average
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PM2) 7.3.11
YTM
365
Page 5
Par Value Book Value
Stated
RateMarket Value
December 31, 2021
Portfolio Details - Cash
Average
BalanceIssuer
Portfolio Management
Investments FY 2021-2022
Days to
Maturity
YTM
360CUSIPInvestment #
Purchase
Date
0.00
0.709177,369,489.59 177,075,663.65 0.719 574
0Average Balance
177,191,986.19 177,898,390.03Total Cash and Investments
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PM2) 7.3.11
Page 1
Par Value
Stated
Rate
December 31, 2021
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2021-2022
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Certificates of Deposit
GWB144303455 4,000,000.00 4,000,000.002.660 06/01/2022144303455 06/01 - At Maturity04/16/2019 4,000,000.002.6602.624
USB433071659 6,000,000.00 6,000,000.002.990 06/01/2022433071659 06/01 - 12/0105/24/2018 6,000,000.002.9902.949
USB795014295 3,000,000.00 3,000,000.001.710 06/01/2022795014295 12/01 - 06/0110/16/2019 3,000,000.001.7101.687
USB795014296 5,000,000.00 5,000,000.001.780 06/01/2023795014296 12/01 - 06/0110/16/2019 5,000,000.001.7801.756
18,000,000.00Certificates of Deposit Totals 18,000,000.000.002.33518,000,000.00 2.367
Money Market
GWB4531558874 292,551.91 292,551.910.300SYS4531558874B 08/01 - Monthly 292,551.910.3000.296
292,551.91Money Market Totals 292,551.910.000.296292,551.91 0.300
Passbook/Checking Accounts
WF6952311634B 133,111.74 133,111.740.150SYS6952311634B 08/01 - Monthly 133,111.740.1500.148
133,111.74Passbook/Checking Accounts Totals 133,111.740.000.148133,111.74 0.150
Commercial Paper Disc. -Amortizing
CACPNY0993-21 1,000,000.00 999,671.200.090 05/12/202222533UED1 05/12 - At Maturity09/03/2021 999,370.000.0930.091
MCFUND1014-21A 1,000,000.00 998,708.890.280 06/16/202262455BFG5 06/16 - At Maturity12/10/2021 998,537.780.2880.284
MCFUND1014-21B 1,000,000.00 998,708.890.280 06/16/202262455BFG5 06/16 - At Maturity12/10/2021 998,537.780.2880.284
NABKCN0995-21 1,500,000.00 1,499,245.010.120 06/01/202263307MF12 06/01 - At Maturity09/09/2021 1,498,675.010.1230.121
4,496,333.99Commercial Paper Disc. -Amortizing Totals 4,495,120.570.000.1874,500,000.00 0.189
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
FFCB0930-20 1,500,000.00 1,500,120.290.530 01/18/20223133ELTN4 07/18 - 01/18 Received04/15/2020 1,504,479.000.3600.355
FFCB0952-20A 2,000,000.00 1,999,927.200.140 04/08/20223133EMCJ9 04/08 - 10/08 Received10/15/2020 1,999,600.000.1540.151
FFCB0952-20B 3,000,000.00 2,999,890.810.140 04/08/20223133EMCJ9 04/08 - 10/08 Received10/15/2020 2,999,400.000.1540.151
FFCB0974-21 1,500,000.00 1,500,795.320.160 10/13/20223133EMDA7 04/13 - 10/13 Received02/12/2021 1,501,695.000.0920.091
FFCB0977-21A 1,000,000.00 998,837.220.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 998,500.000.3410.336
FFCB0977-21B 1,500,000.00 1,498,255.830.300 11/12/20243133EMQQ8 05/12 - 11/12 Received03/02/2021 1,497,750.000.3410.336
FFCB0999-21 2,000,000.00 2,000,578.830.200 06/26/20233133EM3S9 12/26 - 06/26 Received09/09/2021 2,000,700.000.1800.178
FFCB1005-21 2,000,000.00 2,000,000.000.160 12/15/20223133EMKH4 12/15 - 06/15 Received10/15/2021 2,000,000.000.1600.158
FFCB1008-21 2,000,000.00 1,996,647.790.270 10/12/20233133ENAU4 04/12 - 10/12 45.0010/15/2021 1,996,200.000.3660.361
FHLB0931-20A 1,500,000.00 1,502,881.242.280 02/08/2022313376Y74 08/08 - 02/08 Received04/15/2020 1,550,850.000.4020.397
FHLB0931-20B 1,000,000.00 1,001,920.832.280 02/08/2022313376Y74 08/08 - 02/08 Received04/15/2020 1,033,900.000.4020.397
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PMS) 7.3.11
Report Ver. 7.3.11
Page 2
Par Value
Stated
Rate
December 31, 2021
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2021-2022
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Federal Agency Coupon Securities
FHLB0935-20A 1,000,000.00 1,003,969.512.250 03/11/2022313378CR0 09/11 - 03/11 Received05/15/2020 1,037,200.000.2040.201
FHLB0935-20B 1,500,000.00 1,505,954.272.250 03/11/2022313378CR0 09/11 - 03/11 Received05/15/2020 1,555,800.000.2040.201
FHLB0947-20 1,500,000.00 1,517,303.692.750 06/10/20223130AEBM1 12/10 - 06/10 Received09/17/2020 1,567,800.000.1340.132
FHLB0975-21 1,000,000.00 997,102.510.300 02/17/20263130AL4V3 08/17 - 02/17 Received02/22/2021 996,500.000.5810.573
FHLB0978-21 1,000,000.00 989,524.350.580 02/11/20263130AKXB7 08/11 - 02/11 Received03/15/2021 987,500.000.8410.829
FHLB0979-21A 1,500,000.00 1,499,668.550.375 03/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 1,499,550.000.3850.380
FHLB0979-21B 1,000,000.00 999,779.040.375 03/15/20243130ALKS2 09/15 - 03/15 Received03/17/2021 999,700.000.3850.380
FHLB0980-21 2,650,000.00 2,647,501.200.500 04/14/20263130ALVT8 10/14 - 04/1404/14/2021 2,647,085.001.1161.101
FHLB0984-21A 1,500,000.00 1,500,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,500,000.000.4500.444
FHLB0984-21B 1,000,000.00 1,000,000.000.450 07/15/20243130ALTV6 07/15 - 01/15 Received04/20/2021 1,000,000.000.4500.444
FHLB0985-21A 1,500,000.00 1,499,702.510.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 1,499,625.000.4580.452
FHLB0985-21B 1,000,000.00 999,801.670.450 07/26/20243130ALVQ4 10/26 - 04/26 Received04/30/2021 999,750.000.4580.452
FHLB0991-21A 1,500,000.00 1,496,252.090.330 06/28/20243130AMV66 12/28 - 06/28 Received07/01/2021 1,495,500.000.4310.425
FHLB0991-21B 1,000,000.00 997,501.390.330 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 2,000,100.000.600 05/28/20253130ANKM1 02/28 - 08/28 100.0009/03/2021 2,000,000.000.6000.592
FHLB1001-21 1,000,000.00 998,740.210.125 08/28/20233130ANYM6 02/28 - 08/28 10.4209/13/2021 998,500.000.2020.199
FHLB1002-21 1,000,000.00 999,360.420.375 09/13/20243130ANR28 03/13 - 09/13 260.4209/13/2021 999,000.000.4090.403
FHLB1013-21A 1,500,000.00 1,500,000.000.650 09/29/20233130AQ7J6 03/29 - 09/2912/29/2021 1,500,000.000.6500.641
FHLB1013-21B 1,000,000.00 1,000,000.000.650 09/29/20233130AQ7J6 03/29 - 09/2912/29/2021 1,000,000.000.6500.641
FHLB1015-21 1,000,000.00 999,018.230.070 09/28/20223130APCM5 03/28 - 09/28 140.0012/10/2021 998,790.000.2210.218
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
FHLMC0917-20 1,000,000.00 1,000,306.242.375 01/13/20223137EADB2 07/13 - 01/13 Received02/20/2020 1,017,430.111.4401.420
FHLMC0929-20A 1,500,000.00 1,501,003.182.375 01/13/20223137EADB2 07/13 - 01/13 Received04/15/2020 1,552,500.000.3600.355
FHLMC0929-20B 1,000,000.00 1,000,668.792.375 01/13/20223137EADB2 07/13 - 01/13 Received04/15/2020 1,035,000.000.3600.355
FHLMC0955-20 1,500,000.00 1,500,286.870.125 07/25/20223137EAET2 01/25 - 07/25 Received10/15/2020 1,500,900.000.0910.090
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 1,501,295.630.300 11/13/20233134GXAY0 11/13 - 05/13 Received09/15/2021 1,501,500.000.2540.250
FHLMC1018-21A 1,000,000.00 999,193.220.200 11/23/20223134GXEA8 05/23 - 11/23 94.4412/10/2021 999,040.000.3010.297
FHLMC1018-21B 1,000,000.00 999,193.230.200 11/23/20223134GXEA8 05/23 - 11/23 94.4512/10/2021 999,040.000.3010.297
FNMA1017-21 1,500,000.00 1,545,912.602.375 01/19/20233135G0T94 01/19 - 07/19 13,953.1312/10/2021 1,533,735.000.3400.335
62,198,994.76Federal Agency Coupon Securities Totals 62,501,519.1114,697.860.39962,150,000.00 0.404
Portfolio 2022
AC
Run Date: 01/17/2022 - 15:59 PM (PRF_PMS) 7.3.11
Page 3
Par Value
Stated
Rate
December 31, 2021
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2021-2022
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Treasury Coupon Securities
US TRE0835-18 2,500,000.00 2,489,475.081.875 05/31/2022912828XD7 11/30 - 05/31 Received10/15/2018 2,407,100.002.9632.923
US TRE0836-18 2,500,000.00 2,488,258.551.750 05/31/2022912828XR6 11/30 - 05/31 Received10/15/2018 2,396,362.132.9642.923
US TRE0860-19 3,000,000.00 2,966,660.001.625 05/31/2023912828R69 05/31 - 11/30 Received03/08/2019 2,899,980.002.4592.426
US TRE0893-19 6,000,000.00 6,099,216.492.750 05/31/20239128284S6 11/30 - 05/31 Received11/04/2019 6,251,220.001.5401.519
US TRE0934-20A 1,000,000.00 1,002,722.911.875 02/28/2022912828W55 08/31 - 02/28 Received05/15/2020 1,030,703.120.1600.158
US TRE0934-20B 1,500,000.00 1,504,084.361.875 02/28/2022912828W55 08/31 - 02/28 Received05/15/2020 1,546,054.690.1600.158
US TRE0937-20A 1,000,000.00 1,000,486.170.375 03/31/2022912828ZG8 09/30 - 03/31 Received05/19/2020 1,003,720.000.1750.173
US TRE0937-20B 1,500,000.00 1,500,729.250.375 03/31/2022912828ZG8 09/30 - 03/31 Received05/19/2020 1,505,580.000.1750.173
US TRE0946-20 1,500,000.00 1,500,884.660.375 03/31/2022912828ZG8 09/30 - 03/31 Received09/17/2020 1,505,566.410.1330.131
US TRE0953-20 1,000,000.00 1,005,682.341.875 04/30/2022912828X47 10/31 - 04/30 Received10/15/2020 1,026,835.940.1340.132
US TRE0954-20 1,500,000.00 1,512,948.021.750 07/15/20229128287C8 01/15 - 07/15 Received10/15/2020 1,542,363.280.1340.132
US TRE0957-20 1,500,000.00 1,499,894.750.125 04/30/2022912828ZM5 04/30 - 10/31 Received11/16/2020 1,499,531.250.1460.144
US TRE0958-20 1,500,000.00 1,510,836.721.750 06/15/20229128286Y1 12/15 - 06/15 Received11/16/2020 1,537,830.000.1500.148
US TRE0959-20 1,500,000.00 1,512,473.021.500 08/15/2022912828YA2 02/15 - 08/15 Received11/16/2020 1,535,156.250.1560.154
US TRE0963-20 1,000,000.00 1,005,776.651.875 04/30/2022912828X47 04/30 - 10/31 Received12/08/2020 1,024,660.000.1050.104
US TRE0964-20 1,000,000.00 1,000,033.400.125 05/31/2022912828ZR4 05/31 - 11/30 Received12/08/2020 1,000,120.000.1170.115
US TRE0965-20 1,000,000.00 1,007,365.431.750 06/15/20229128286Y1 12/15 - 06/15 Received12/08/2020 1,024,730.000.1200.118
US TRE0966-20 1,000,000.00 1,000,022.140.125 06/30/2022912828ZX1 12/31 - 06/30 Received12/08/2020 1,000,070.000.1210.119
US TRE0967-20 1,000,000.00 1,008,871.321.750 07/15/20229128287C8 01/15 - 07/15 Received12/15/2020 1,026,250.000.0910.090
US TRE0968-20 1,000,000.00 1,000,142.330.125 07/31/202291282CAC5 01/31 - 07/31 Received12/15/2020 1,000,400.000.1000.099
US TRE0969-20 1,500,000.00 1,500,181.790.125 08/31/202291282CAG6 02/28 - 08/31 Received12/15/2020 1,500,468.750.1070.105
US TRE0970-20 1,500,000.00 1,514,705.111.500 09/15/2022912828YF1 03/15 - 09/15 Received12/15/2020 1,536,562.500.1040.103
US TRE0971-21 1,000,000.00 1,009,583.391.625 08/15/2022912828TJ9 02/15 - 08/15 Received02/12/2021 1,023,280.000.0800.079
US TRE0972-21 1,000,000.00 1,000,227.010.125 08/31/202291282CAG6 02/28 - 08/31 Received02/12/2021 1,000,530.000.0910.089
US TRE0973-21 1,500,000.00 1,500,377.140.125 09/30/202291282CAN1 03/31 - 09/30 Received02/12/2021 1,500,825.000.0910.090
US TRE0982-21 6,000,000.00 6,232,159.312.000 05/31/2024912828XT2 05/31 - 11/30 Received04/15/2021 6,300,937.500.3840.379
US TRE0983-21 6,000,000.00 5,916,673.230.250 05/31/2025912828ZT0 05/31 - 11/30 Received04/15/2021 5,899,218.750.6630.654
US TRE0986-21A 1,500,000.00 1,578,692.932.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,597,770.000.3600.355
US TRE0986-21B 1,000,000.00 1,052,461.952.375 08/15/2024912828D56 08/15 - 02/15 Received05/14/2021 1,065,180.000.3600.355
US TRE0988-21 4,000,000.00 3,964,252.690.250 05/31/2025912828ZT0 11/30 - 05/31 Received06/11/2021 3,958,400.000.5150.508
US TRE0989-21 3,000,000.00 3,124,184.462.000 05/31/2024912828XT2 11/30 - 05/31 Received06/11/2021 3,152,940.000.2750.271
US TRE0990-21A 1,500,000.00 1,542,451.971.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,550,790.000.4600.454
US TRE0990-21B 1,000,000.00 1,028,301.321.500 09/30/2024912828YH7 09/30 - 03/31 Received06/18/2021 1,033,860.000.4600.454
US TRE0996-21A 1,500,000.00 1,518,662.571.750 09/30/2022912828L57 09/30 - 03/31 Received09/09/2021 1,526,484.380.0790.078
US TRE0996-21B 2,000,000.00 2,024,883.431.750 09/30/2022912828L57 09/30 - 03/31 Received09/09/2021 2,035,312.510.0790.078
Portfolio 2022
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Page 4
Par Value
Stated
Rate
December 31, 2021
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal
Investments FY 2021-2022
YTM
365
YTM
360
Payment
DatesCUSIPInvestment #Issuer
Purchase
Date
Accrued Interest
At Purchase
Treasury Coupon Securities
US TRE0997-21 1,000,000.00 1,000,089.240.125 12/31/202291282CBD2 12/31 - 06/30 Received09/09/2021 1,000,117.190.1160.114
US TRE0998-21 1,500,000.00 1,499,531.660.125 03/31/202391282CBU4 09/30 - 03/31 Received09/09/2021 1,499,414.060.1500.148
US TRE1000-21 1,500,000.00 1,569,166.462.875 09/30/20239128285D8 09/30 - 03/31 Received09/09/2021 1,581,544.760.2250.222
US TRE1006-21 3,000,000.00 2,993,893.600.125 05/31/202391282CCD1 11/30 - 05/31 Received10/15/2021 2,992,968.750.2700.266
US TRE1007-21 2,000,000.00 1,992,848.700.125 09/15/202391282CAK7 03/15 - 09/15 207.1810/15/2021 1,991,718.750.3420.337
US TRE1009-21 2,000,000.00 1,995,021.670.250 11/15/202391282CAW1 11/15 - 05/15 Received10/15/2021 1,994,453.130.3840.378
US TRE1010-21 6,000,000.00 6,212,728.432.000 05/31/2024912828XT2 11/30 - 05/31 Received10/15/2021 6,231,562.500.5180.511
US TRE1011-21 4,000,000.00 3,928,095.020.250 05/31/2025912828ZT0 11/30 - 05/31 Received10/15/2021 3,923,593.750.7850.775
US TRE1012-21 3,500,000.00 3,461,660.960.750 05/31/202691282CCF6 11/30 - 05/31 Received10/15/2021 3,459,804.691.0050.991
92,777,397.63Treasury Coupon Securities Totals 93,121,970.04207.180.62992,000,000.00 0.638
177,898,390.03Investment Totals 178,544,273.3714,905.04177,075,663.65 0.709 0.719
Portfolio 2022
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Run Date: 01/17/2022 - 15:59 PM (PRF_PMS) 7.3.11
For Quarter Ending December 31, 2021
0.24%
55.99%
43.77%
Portfolio by Asset Class
Cash and Equivalents
Long Term
Short Term
For Quarter Ending December 31, 2021
0.85%
0.56%
0.56%9.32%
17.59%
6.78%
1.13%
0.85%
2.42%
51.96%
7.91%
0.08%
Par Value by Issuer Graph
BKCAN
CRAGRI
FAMCA
FFCB
FHLB
FHLMC
MCFUND
FNMA
GWB
UST
USB
WF
For Quarter Ending December 31, 2021
0.16%0.07%
10.12%2.53%
34.96%
52.15%
Book Value By Investment Type
Money Market
Passbook/Checking Accounts
Certificate of Deposit
Commercial Paper
Federal Agency Coupon Securities
Treasury Coupon Securities
For Quarter Ending December 31, 2021
0.00
0.50
1.00
1.50
2.00
2.50
Investment Yield by Type
Caring People Quality Programs Exceptional Service
515.239.5105 main
239.5142 fax
Ave.
MEMO
TO: Members of the City Council
FROM: John A. Haila, Mayor
DATE: January 25, 2022
SUBJECT: Council Appointment to the Ames Economic Development
Commission (AEDC) Board of Directors
Tim Gartin’s term of office on the AEDC Board of Directors expired on
December 31, 2021. Therefore, it will be necessary to appoint a Council Member
to fill this position.
Therefore, I recommend that the Council approve the appointment of Amber
Corrieri to the Ames Economic Development Commission Board of Directors
with her term effective as of January 1, 2022.
JAH/alc
Item No. 7
Caring People Quality Programs Exceptional Service
515.239.5105 main
5142 fax
Ave.
MEMO
TO: Members of the City Council
FROM: John A. Haila, Mayor
DATE: January 25, 2022
SUBJECT: Council Appointment to the Ames Convention and Visitors
Bureau (ACVB) Board of Directors
Gloria Betcher’s term of office on the ACVB Board of Directors expired on
December 31, 2021. Therefore, it will be necessary to appoint a Council Member
to fill this position.
Therefore, I recommend that the Council reappoint Gloria Betcher to the Ames
Convention and Visitors Bureau Board of Directors with her term effective as of
January 1, 2022.
JAH/alc
Item No. 8
Caring People Quality Programs Exceptional Service
515.239.5105 main
5142 fax
Ave.
MEMO
TO: Members of the City Council
FROM: John A. Haila, Mayor
DATE: January 25, 2022
SUBJECT: Council Appointment to Ioway Creek Watershed Management
Authority
Amber Corrieri’s term of office on the Ioway Creek Watershed Management
Authority expired on December 31, 2021. Therefore, it will be necessary to
appoint a Council Member to fill this position.
Therefore, I recommend that the Council approve the appointment of Tim Gartin
to the Ioway Creek Watershed Management Authority with his term effective as
of January 1, 2022.
JAH/alc
Item No. 9
Caring People Quality Programs Exceptional Service
515.239.5105 main
5142 fax
Ave.
MEMO
TO: Members of the City Council
FROM: John A. Haila, Mayor
DATE: January 25, 2022
SUBJECT: Council Appointment to Headwaters of the South Skunk
Watershed Management Authority
Amber Corrieri’s term of office on the Headwaters of the South Skunk
Watershed Management Authority expired on December 31, 2021. Therefore, it
will be necessary to appoint a Council Member to fill this position.
Therefore, I recommend that the Council approve the appointment of Tim Gartin
to the South Skunk Watershed Management Authority with his term effective as
of January 1, 2022.
JAH/alc
Item No. 10
ITEM # ____11_
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2021/22 DOWNTOWN STREET PAVEMENT IMPROVEMENTS – ALLEY
(DUFF AVE TO SHERAMAN AVE)
BACKGROUND:
This program is for reconstruction or rehabilitation of downtown streets and alleys. The
2021/22 location is the alley from Duff Ave to Sherman Ave, north of Lincoln Way. This
project includes the replacement of the existing alley pavement with 8 inches of new
concrete pavement. Staff met on-site with the impacted businesses to discuss staging
and access needs. Comments from those meetings were incorporated into the plans.
Staff has completed plans and specifications for this project with total estimated
construction costs and funding as listed below.
Funding Source
Available
Revenue
Estimated
Expenses
ALTERNATIVES:
1. Approve the plans and specifications for the 2021/22 Downtown Street Pavement
Improvements Project – Alley (Duff Ave to Sherman Ave) and establish February 16,
2022, as the date of letting and February 22, 2022 as the date for the report of bids.
2. Do not approve the project.
CITY MANAGER'S RECOMMENDED ACTION:
The condition of the existing pavement within these alleys has deteriorated and surface
drainage is poor. The reconstruction of these alleys will provide improved drainage and
access to businesses.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternate No. 1, as noted above.
ITEM#: 12
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2020/21 CONCRETE STREET PAVEMENT IMPROVEMENT PROGRAM
(S KELLOGG AVE AND N 2ND ST)
BACKGROUND:
This is an annual program to rehabilitate or reconstruct concrete streets that have
deteriorated to prevent premature breakdown of the pavement. This work will provide
enhanced rideability to residents and visitors. This project is S Kellogg (S 2nd St to S
3rd St) and 2nd St (Maple Ave to Elm Ave).
Staff held a public meeting to obtain input on project details including staging,
construction timing, and special access needs. Comments were received and
incorporated into the project design. All streets in the project limits have existing
sidewalk on both side of the street.
City of Ames staff has completed plans and specifications for this project with a base
bid and alternatives for the type of pavement used on the reconstruction (concrete or
asphalt). Alternative A will be for reconstruction with concrete pavement and
Alternative B will be for reconstruction using asphalt pavement. A table of total
estimated costs for each Alternative is shown below:
Base + Alt A (Concrete) Base + Alt B (Asphalt)
Base Bid $ 757,241.40 $ 757,241.40
Paving Alternative $ 327,080.00 $ 274,343.60
Construction Subtotal $1,084,321.40 $1,031,585.00
Engineering $ 155,000.00 $ 155,000.00
Total Project Costs $1,239,321.40 $1,186,322.75
Funding Source Available Revenue Estimated Expenses
ALTERNATIVES:
1. Approve the plans and specifications for the 2020/21 Concrete Pavement
Improvement Program (South Kellogg Ave and North 2nd St) Project and
establish February 16, 2022, as the date of letting and February 22, 2022, as the
date for report of bids.
2. Direct staff to revise the project.
CITY MANAGER’S RECOMMENDED ACTION:
Approving these plans and specification will result in lower street maintenance costs,
improve area drainage, and provide a better neighborhood aesthetic.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as noted above.
1
ITEM # 13
DATE: 1-25-22
COUNCIL ACTION FORM
SUBJECT: MAINTENANCE FACILITY FABRIC BUILDING
BACKGROUND:
The Maintenance Facility is used by Fleet Services and the Public Works Streets,
Utility Maintenance, and Traffic divisions. The building had reached full capacity for
storing equipment, especially during the snow season. Therefore, City staff pursued
the construction of a fabric building to provide additional storage of vehicles and
equipment.
An architecture firm was hired to review options and develop plans and specifications.
The completed project resulted in a fabric building that is 100 foot by 50 foot and is
anchored with shipping containers. The shipping containers provide an adequate
foundation on the poor ground conditions of the former landfill in that area. The
shipping containers also allow for some cold storage and provide protection to the
fabric structure.
On January 12, 2021, City Council awarded construction of the project to A & B
Construction LTD of Harper, Iowa in the amount of $157,025. This building is
completed without any change orders in the final amount of $157,025.
This project is shown in the Capital Improvements Plan in FY 2019/20 in the amount of
$250,000. Engineering costs were $4,685, an asphalt pad was $39,942, and the
electrical installation was $30,650. This brings the overall project costs to $232,302.
The completed building is pictured below.
2
ALTERNATIVES:
1. Accept the Maintenance Facility Fabric Building as completed by A & B
Construction LTD, of Harper, Iowa in the amount of $157,025.
2. Direct staff to pursue modifications to the project.
CITY MANAGER’S RECOMMENDED ACTION :
The project has now been completed in accordance with the approved plans and
specifications. Therefore, it is the recommendation of the City Manager that the City
Council adopt Alternative No. 1, as described above.
k. CITYOF � R mes·\ ·1 V Smart Choice
December 13, 2021
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
Public Works Department
515 Clark Avenue, Ames, Iowa 50010
Phone 515-239-5160 ♦ Fax 515-239-5404
RE: Sunset Ridge 9thth Addition Financial Security Reduction -Final
Mayor and Council Members:
I hereby certify that the PCC Sidewalks, Detectable Warning Panels, COSESCO and Street Trees
required as a condition for approval of the final plat of Sunset Ridge 9thth Addition have been
completed in an acceptable manner by various contractors. The above-mentioned
improvements have been inspected by the Engineering Division of the Public Works Department
of the City of Ames, Iowa, and found to meet City specifications and standards.
As a result of this certificati on, it is recommended that the financial security for public
improvements on file with the City for this subdivision be released in full.
John C. Joiner, P.E.
Director
JJ/cc
cc: Finance, Planning & Housing, Subdivision file
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Item No. 14
ITEM # 16
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: REQUEST FOR PROPOSAL FOR HIRING A CONSTRUCTION
MANAGEMENT FIRM FO THE INDOOR AQUATIC CENTER
BACKGROUND:
At its November 23, 2021 meeting, City Council was presented with three options
regarding the construction of the Indoor Aquatic Center. The options included using an
architect in conjunction with 1) General Contractor, 2) a Construction Manager (CM), or
3) a Construction Advisor to assist the staff in completing the Indoor Aquatic Center
project. Council approved the use of a CM for this project. As reminder, some of the
components of using a CM include:
• The CM acts as an extension of the owner’s staff and a General Contractor (GC)
is not used.
• The owner holds all the individual contracts and competitively bids them. The CM
will determine the different elements of construction (bid packages).
• Some tasks can take place simultaneously, thus shortening the overall project
timeline. For example, a demolition and site work package could be bid prior to
the overall design being completed.
• The CM will be involved in the design process which has the potential to minimize
change orders
• This method uses a collaborative team approach between owner, architect, CM,
and contractors.
• It is hoped that the increased cost to hire a CM is offset by the elimination of the
GC’s markup to the construction bid amount and construction cost reductions
identified by the CM during the design phase.
• There may be some administrative challenges associated with managing multiple
contracts held by the owner.
• The City assumes the risk associated with increased cost of materials.
This will be the first time the City will be using a CM to assist in completing a
project. Staff has developed a Scope of Services (Attachment A) which will be
included in the Request for Proposal (RFP) to hire a Construction Management
Firm. Although City policy does not require Council approval prior to an RFP being
issued, staff felt it necessary to bring the proposed scope to Council because using
a CM is new to the City and the dollar amount of the contract with the chosen firm
will most likely be over $1 million.
The proposed timeline and steps for hiring a Construction Management Firm is as follows:
• Issue RFP: January 26, 2022
• Pre-Submittal Conference: February 9, 2022
• Questions from potential submitters Due: February 11, 2022
• Responses to questions posted: February 16, 2022 no later than 5:00 pm
• Proposals due: 2:00 pm, February 23, 2022
• Interviews to be conducted by City Evaluation Team: TBD
• City Council Award of Contract: TBD
SCOPE OF SERVICES:
There are many issues included in the attached Scope of Services. A summary of the
issues are highlighted below:
City Objectives
This includes the objectives the City feels are important for the CM to know about the
project.
Role of the City
This section state the City will not be increasing its workforce to manage this project and
the need to hire a CM.
Role of the Construction Manager
The project related activities that will be the responsibility of CM are shown in this section.
Compensation
How the CM will be compensated is explained and it is broken down into three categories,
1) Pre-construction Services, 2) Construction Services, and 3) Additional Services. It
should be noted that proposals must include a “not-to-exceed” amount for the different
services offered.
Working Relationship
Representatives for each entity are defined, as well as how certain communications are
to be conducted.
Definitions
This section defines several items used in the RFP.
Construction Management Services
The tasks and methods of what the CM is being asked to do is explained in detail in this
section.
Additional Services
This references services that are not included in other sections and must be authorized
in writing before being performed.
ALTERNATIVES:
1. Approve the Scope of Services to be included in the Request for Proposal for
hiring a Construction Management Firm for the Indoor Aquatic Center project.
2. Approve the Scope of Services to be included in the Request for Proposal for
hiring a Construction Management Firm for the Indoor Aquatic Center project
with changes as directed by City Council.
3. Do not approve the Scope of Services to be included in the Request for Proposal
for hiring a Construction Management Firm for the Indoor Aquatic Center project.
4. Refer back to staff for further information and review.
CITY MANAGER’S RECOMMENDED ACTION:
The Indoor Aquatic Center is an exciting project and one the City will need assistance
with during design and construction. The Scope of Services outlined for the Construction
Management Firm will help the City reach its objectives for this project. The RFP will
include this Scope of Services as well as other requirements (i.e. insurance, etc.)
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1 as stated above.
1
CITY OF AMES
REQUEST FOR PROPOSALS
FOR
CONSTRUCTION MANAGEMENT SERVICES
Notice is hereby given that the City of Ames (City) is inviting qualified Firms to provide a Proposal
for Construction Management Services for a new Indoor Aquatic Center to be located at 122
North Oak Avenue, Ames, Iowa.
This Request for Proposals (RFP) is for comprehensive Construction Management Services.
Qualified Construction Management Firms will review this scope of services and submit an
electronic response in AmesBids.
Proposals are due before 2:00 pm local time February 23, 2022.
All questions regarding this RFP must be in writing and emailed to Karen Server at
karen.server@cityofames.org. All questions must be received by 5:00 pm, local time on
February 11, 2022. All questions and responses to all questions will be posted on AmesBids on
or before 5:00 PM, local time on February 16, 2022.
RFP Submittal Schedule
• Issue RFP: January 26, 2022
• Pre-Submittal Conference: February 9, 2022
• Questions Due: February 11, 2022
• Responses to questions posted: February 16, 2022 no later than 5:00 pm
• Proposals due: 2:00 pm, February 23, 2022
• Interviews to be conducted by City Evaluation Team: TBD
• City Council Award of Contract: TBD
Introduction
The City is seeking Proposals from qualified Construction Management Firms to provide
Construction Management services for the construction of a new Indoor Aquatic Center,
demolition of existing buildings, and overall site development. The project is located at 122 North
Oak Avenue, Ames, Iowa.
The proposed Indoor Aquatic Center will be a one-story, approximately 45,000 square foot
building and contain a 25-yard six-lane lap pool, a zero-depth entry pool with a play structure and
a current channel, a therapy pool, slides, locker rooms (men’s, women’s, and gender neutral),
party/meeting rooms, multi-purpose rooms, and a walking track. Estimated construction cost is
$19.5 million. Estimated schedule for Design Phase is eight months and Construction Phase is
18 months.
Background
The City owns an indoor Municipal Pool that is located on Ames Community School District (ACSD)
property and is attached to the current high school. Due to a new high school being built, the
Municipal Pool will be demolished in March of 2022. The ACSD has included an indoor pool in its
new building, however, there will be little, if any, time for public use.
The City asked Ames residents to vote in 2019 on a referendum for the construction of a Healthy
2
Life Center (HLC) which was defeated. The proposed HLC was a 125,000 square foot building
which included indoor aquatic space, gymnasiums, weight/cardio area, walking track, indoor
playground, wellness space, and more. Since this was defeated, City Council has made the
construction of an indoor aquatic center a priority.
The proposed location is within an Urban Renewal Area (URA) and is currently owned by the
Iowa Department of Transportation (IDOT). The City is working with IDOT to purchase this
property and have IDOT vacate the buildings on this site by October 1, 2022. Because the site is
within an URA, City Council can and did authorize the issuance of bonds in the future to construct
the indoor aquatic center. The goal is to open the indoor aquatic center in 2024.
Description of City Recreational Facilities
The City of Ames operates 38 parks comprising over 1,200 acres, the Ames/ISU Ice Arena,
the Furman Aquatic Center (outdoor), Homewood Golf Course (9-hole course), Ames City
Auditorium, Ames Community Center (gymnasium, weight room, cardio room, aerobics room),
Ames Bandshell, and multiple amenities (ball diamonds, tennis courts, etc.) throughout the
park system.
City Objectives
The City will conduct and implement the construction in a manner that best serves the
interest of the City and its constituents. Prime elements of interest for the City are:
• Sustainability
• Value
• Serviceability
• Durability of structures
• Comprehensiveness of services
• Timeliness of delivery
• Quality of construction and systems installation
• Public, employee, and contractor safety during construction
• Traffic management around site including minimizing disruption to adjacent neighborhood
• Total project cost and delivering a project that does not exceed available funds
• Plan development and implementation
• Master schedule administration and accountability
• Master budget administration and accountability
• Compliance with legal requirements
• Operational impact of design and construction
Role of City
City staff will not be increased in order to manage this Construction. City employees will not be
available for routine construction and observation work other than preparing actions which are
required to be submitted to the City Council for approval. The City intends to manage the
Construction through a professional Construction Management firm that will provide the direct,
day-to-day management and oversight of the construction, working under the direction of the City.
Role of Construction Manager
The Construction Manager agrees to furnish efficient business administration and
superintendence and to always use the Construction Manager’s best effort in the most
expeditious and economical manner consistent with the interest of the City. The Construction
Manager will report directly to Keith Abraham, Director of Parks and Recreation, or his designee,
for coordinating all project-related activities including:
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• Develop and manage overall project schedule, phasing sequence, and construction
schedule
• Develop and manage overall construction budget
• Preconstruction services
• Coordinate selection of City provided services – Inspection & Testing, Test and
Balance, Commissioning, etc.
• Development of construction bid packages
• Manage construction and demolition work
• Manage submittal, change order and RFI processes
• Manage procurement of Furniture, Fixtures and Equipment (FFE)_
• Manage on-site safety compliance
• Manage construction completion, close-out, and punch list completion
• Provide oversight of construction but CM will not perform the work
Compensation
The City shall compensate the Construction Manager in accordance with the following:
1. Compensation for Pre-construction Phase Services
a. For Pre-construction Phase Services, compensation is comprised of costs of
personnel engaged in the performance of service defined in this RFP and directly
attributable to the project in accordance with the schedule of hourly rates (submitted
with the proposal) with a not to exceed fee.
b. For Pre-construction Phase Reimbursable Expenses, the actual costs incurred by
the Construction Manager in the interest of the project shall have a not-to-exceed
sum.
2. Compensation for Construction Phase Services
a. For Construction Services described in the RFP, the City shall pay the Construction
Manager a fee amount based upon the estimated Construction Cost of $19.5 million
and shall include a not-to-exceed amount. The stipulated sum amount will be
adjusted by Amendment at the conclusion of the Design Phase to reflect the updated
cost estimate and Construction Phase to reflect the actual construction cost but in
no case shall exceed the not to exceed amount.
b. For Construction Phase Reimbursable Expenses, the actual costs incurred by the
Construction Manager in the interest of the project shall have a not-to-exceed sum.
3. Additional Services
a. For Additional Services as specified in the proposal, compensation shall be
computed as agreed upon in writing at the time of the services needed.
Working Relationships
1. Owner’s Representative
a. The City Manager or such other person as designated in writing by the City shall
be the principal representative of the Owner (the “Owner’s Representative”). The
Owner’s Representative hereby authorizes the following people to represent the
City in the fulfillment of their respective duties as hereinafter described:
i. The Design Firm’s Representative
ii. The Owner’s Construction Manager
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b. All communications between the City and the Construction Manager shall be made
through the Owner’s Representative. The Owner’s Representative or a designee
shall be at all meetings as required with the Construction Manager and other
institutional personnel during the Project. The Owner’s Representative shall render
decisions in a timely manner pertaining to documents submitted by the Construction
Manager to avoid unreasonable delay in the orderly and sequential progress of the
Construction Manager’s services.
2. Construction Manager’s Representative
a. The Construction Manager shall designate one principal or representative
approved in writing by the City to represent the firm in all communications and at
all meetings with the Owner’s Representative. All correspondence from the City to
the Construction Manager shall be directed to this person. The Construction
Manager’s Representative shall not be changed without prior written consent of
the City.
3. Construction Manager’s Services
a. The Construction Manager’s services consist of those services performed by the
Construction Manager, Construction Manager’s employees and Construction
Manager’s consultants and subcontractors.
b. The Construction Manager’s services shall be provided in conjunction with the
services of a Design Professional as described in the Agreement Between City
and Design Professional.
c. The Construction Manager shall provide sufficient organization, personnel and
management to carry out the requirements of this project in an expeditious and
economical manner consistent with the interests of the City.
d. The Construction Manager shall attend all meetings which may be necessary for
the timely performance of all services.
e. The Construction Manager shall not enter into a contract with any professional
consultant, subcontractor, or other third party for the rendering of any of the
services provided for this project without first obtaining the City’s written approval.
Definitions
1. Bidding Documents: Construction Documents issued to bidders before signing of an owner-
contractor agreement, which include Bidding Requirements and Contract Documents.
2. City or Owner shall mean the City of Ames, Iowa, which is the Party of the First Part in the
accompanying contract acting through its authorized representatives.
3. Contract Documents: Are the legally enforceable requirements that become part of the contract
when the agreement is signed which include all the Construction Documents.
4. Contractor: The Contractor is the person or entity identified as such in the Agreement between
City and Contractor and is referred to throughout the Contract Documents as if singular in
number. The term "Contractor" means the Contractor or the Contractor's authorized
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representative.
5. Construction Documents: Written and graphic documents prepared or assembled by the
Design Professional for communicating the design of the project and administering the contract
for its construction.
6. Construction Manager: The Construction Management Firm that uses specialized project
management techniques to oversee the planning, design, and construction of the project, from its
beginning to its end.
7. Construction Set Documents: Bidding Documents that have incorporated all Addendum items
by the Design Professional.
8. Design Documents: Drawings and other documents that fix and describe the size and character
of the entire project as to architectural, structural, mechanical and electrical systems, material
and such other elements as may be appropriate.
9. Design Professional: The entity engaged to provide professional design services. The Design
Professional may practice Architecture, Engineering, Interior Design, Landscape Architecture
or other similar disciplines professionally qualified to provide the services described herein.
10. Project: The total construction of which the Work to be performed under the Agreement may
be the whole or a part.
11. Project Manual: The volume usually assembled for the construction work, which includes the
bidding requirements, sample forms, conditions of the contract and the specifications.
Construction Management Services
1. Design Team
a. Develop communications/information flow chart for the project
2. Construction Manager’s shall provide Basic Services as defined in City-modified AIA
Document C132- 2019 – Standard Form of Agreement Between Owner and
Construction Manager as Advisor.
3. Preconstruction Services
a. Provide representation on the City’s design team
b. Coordinate and review Architect’s Program Development
c. Provide a preliminary evaluation of the City’s program, schedule, and construction
budget requirements, each in terms of the other
d. Prepare a Project Management Plan and shall consider the City’s schedule, cost, and
general design requirements for the project
e. Provide Construction Cost Estimates at completion of each of the following
phases: Design Development; 50%-65% Construction Documents; and 100%
Construction Documents. The Construction Manager shall provide cost
evaluations of alternative materials and systems. The City will have the Architect
develop a cost estimate at completion of the Schematic Design which the
Construction Manager will review this cost estimate, as well as, compare it to their
own.
f. Conduct formal, structured design review sessions with the architect and their
consultants prior to acceptance of Schematic Design, Design Development, and
Bidding Documents.
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g. Conduct formal, structured Value Engineering session, implementation, reports, and
verifications concurrent with preparation of design.
h. The Construction Manager shall expeditiously review design documents during their
development and advise on proposed site use and improvements, selection of
materials, building systems and equipment, and methods of Project delivery. The
Construction Manager shall provide recommendations on relative feasibility of
construction methods, availability of materials and labor, time requirements for
procurement, installation and construction, and factors related to construction cost
including, but not limited to, costs of alternative designs or materials, preliminary
budgets, and possible economies.
i. Shall prepare and periodically update a project schedule for the Design
Professional’s review and City’s acceptance. This schedule shall include
anticipated construction schedules, highlighting critical and long-lead-time items.
j. Make recommendations whenever design details adversely affect constructability,
cost, or schedules.
k. Provide recommendation and information to the City regarding the allocation of
responsibilities for safety programs among the Contractors.
l. Advise on the division of the Project into individual Contracts for various categories
of work and develop bid packages that will encourage Iowa based construction
companies to submit bids.
m. Prepare a Project construction schedule providing for the components of the Work,
including phasing of construction, times of commencement and completion required
of each Contractor, ordering and delivery of products requiring long lead time, and
the occupancy requirements of the City. This shall be done for each set of bidding
documents.
n. Investigate and recommend a schedule for the City’s purchase of materials and
equipment requiring long lead time procurement and coordinate the schedule, the
early preparation of portions of the Contract Documents by the Design Professional.
o. Provide an analysis of the types and quantities of labor required for the Project and
review the availability of appropriate categories of labor required for critical phases.
The Construction Manager shall make recommendations for actions designed to
minimize adverse effects of labor shortages. The Construction Manager shall strive
to support the City’s objective of maximizing the involvement of local and State of
Iowa contractors.
p. Following the City’s approval of the Construction Documents, the Construction
Manager shall update and submit the latest estimate of Construction Cost and the
Project construction schedule for the Design Professional’s review and the City’s
approval.
q. Coordinate with City bidding schedules and develop Bidders’ interest in the project.
r. Assist the City in preparing and placing notices and advertisements to solicit bids
for the project.
s. Assist the City in preparing bid analyses and make recommendations to the City for
the City’s award of Contracts or rejection of bids.
t. Assist the City in preparing Construction Contracts and advise the City on the
acceptability of Subcontractors and material suppliers proposed by Contractors.
4. Construction Services
a. The construction phase will end at the conclusion of the one (1) year warranty period
following the date Substantial Completion.
b. Provide administration of the contracts for construction in cooperation with the Design
Professional.
c. Provide administrative, management and related services to coordinate scheduled
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activities and responsibilities of the Contractors with each other and with those of the
Construction Manager, the City and the Design Professional to endeavor to manage
the Project in accordance with the latest approved estimate of Construction Cost, the
Project Schedule and the Contract Documents.
d. Schedule and conduct meetings to discuss such matters as procedures, progress and
scheduling. The Construction Manager shall prepare and promptly distribute minutes
to the City, Design Professional and Contractors.
e. Update the Project construction schedule incorporating the activities of the Contractors
on the Project, including activity sequences and durations, allocation of labor and
materials, processing of Shop Drawings, Product Data and Samples, and delivery of
products requiring long lead time and procurement. The Project construction schedule
shall include the City's occupancy requirements showing portions of the Project having
occupancy priority. The Construction Manager shall update and reissue the Project
construction schedule as required, but not less than monthly, to show current
conditions. If an update indicates that the previously approved Project construction
schedule may not be met, the Construction Manager shall recommend corrective action
to the City and Design Professional.
f. Coordinate the assignment of space in areas where the Contractors are performing
Work.
g. Endeavor to obtain satisfactory performance from each of the Contractors. The
Construction Manager shall recommend courses of action to the City when
requirements of a Contract are not being fulfilled.
h. The Construction Manager shall provide regular monitoring of the approved estimate of
Construction Cost, showing actual costs for activities in progress and estimates for
uncompleted tasks. The Construction Manager shall identify variances between actual
and budgeted or estimated costs and advise the City and the Design Professional
whenever projected costs exceed budgets or estimates. At least once each month, the
Construction Manager shall prepare and distribute Project Cost Reports during the
Construction Phase. The Reports shall specify actual Project and Construction Costs
compared to the Project and Construction Budget.
i. Develop cash flow reports and forecasts for the Project and advise the City as to
variances between actual and budgeted or estimated costs.
j. Maintain accounting records on authorized Work performed under unit costs, additional
Work performed based on actual costs of labor and materials, and other Work requiring
accounting records.
k. Develop and implement procedures for the review, approval, processing and payment
of applications by Contractors for progress payments in accordance with the City’s
payment application procedures.
l. Review the safety programs developed by each of the Trade Contractors for purposes
of coordinating the safety programs with those of the other Contractors. However, the
Construction Manager is not responsible, but rather the Contractors are solely
responsible for their safety precautions and programs in connection with the Work.
m. Determine in general that the Work of each Contractor is being performed in accordance
with the requirements of the Contract Documents, endeavoring to guard the City against
defects and deficiencies in the Work. As appropriate, the Construction Manager shall
have authority, upon written authorization from the City, to require additional inspection
or testing of the Work in accordance with the provisions of the Contract Documents,
whether such Work is fabricated, installed or completed. The Construction Manager, in
consultation with the City and Design Professional, may reject Work which does not
conform to the requirements of the Contract Documents.
n. Schedule and coordinate the sequence of construction in accordance with the Contract
Documents, and the latest approved Project construction schedule.
o. With respect to each Contractor’s own Work, the Construction Manager shall not have
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control over or charge of and shall not be responsible for construction means, methods,
techniques, sequences or procedures, or for safety precautions and programs in
connection with the Work of each of the Contractors, since these are solely the
Contractors’ responsibility under the Contract for Construction. The Construction
Manager shall not be responsible for a Contractor’s failure to carry out the Work in
accordance with the respective Contract Documents, but the Construction Manager will
endeavor to determine in general that the Contractor carries out its work in accordance
with the terms and conditions of its contract. The Construction Manager shall not have
control over or charge of acts or omissions of the Contractors, Subcontractors, or their
agents or employees, or any other persons performing portions of the Work not directly
employed by the Construction Manager.
p. Transmit to the Design Professional requests for interpretations of the meaning and
intent of the Drawings and Specifications and assist in the resolution of questions that
may arise.
q. Review requests for changes, assist in negotiating Contractors’ proposals, submit
recommendations to the Design Professional and City, and, if they are accepted, assist
the City in preparation of Change Orders which incorporate the Design Professional’s
modifications to the Documents. At least once each month during the Construction
Phase, the Construction Manager shall prepare and distribute Change Order Reports.
All change orders will be handled following the City’s change order process.
r. Assist the City and Design Professional in the review, evaluation and documentation of
Claims.
s. In collaboration with the Design Professional and City, the Construction Manager shall
establish and implement procedures for expediting the processing and approval of Shop
Drawings, Product Data, Samples and other submittals. The Construction Manager
shall review all Shop Drawings, Product Data, Samples and other submittals from the
Contractors. The Construction Manager shall coordinate submittals with information
contained in related documents and transmit to the Design Professional those which
have been approved by the Construction Manager. The Construction Manager’s
actions shall be taken with such reasonable promptness as to cause no delay in the
Work or in the activities of the City or Contractors.
t. Shall record the progress of the Project. The Construction Manager shall provide a
monthly progress report summarizing the activities of the previous month including
information on each Contractor and each Contractor’s Work as well as the entire
Project, showing percentages of completion.
u. Maintain at the Project site for the City one record copy of all Contracts, Drawings,
Specifications, Addenda, Change Orders and other Modifications, in good order and
marked currently to record changes and selections made during construction, and in
addition, approved Shop Drawings, Product Data, Samples and similar required
submittals. The Construction Manager shall maintain records of principal building
layout lines certified by an Iowa licensed surveyor or professional engineer. The
Construction Manager shall make all such records available to the Design Professional
and upon completion of the Project shall deliver them to the City.
v. Work with the City to arrange for the delivery, storage, protection and security of City-
purchased materials, systems and equipment that are a part of the Project until such
items are incorporated into the Project.
w. With the Design Professional and the City’s personnel, the Construction Manager shall
observe the Contractors’ final testing and start-up of utilities, operational systems and
equipment.
x. When the Construction Manager considers each Contractor's Work or a designated
portion thereof substantially complete, the Construction Manager shall, jointly with the
Contractor, prepare for the Design Professional a list of incomplete or unsatisfactory
items (punch list) and a schedule for their completion. The Construction Manager shall
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assist the City and Design Professional in conducting inspections to determine whether
the Work or designated portion thereof is substantially complete.
y. Coordinate the correction and completion of the Work. Following issuance of a
Certificate of Substantial Completion of the Work or a designated portion thereof, the
Construction Manager shall evaluate the completion of the Work of the Contractors and
make recommendations to the Design Professional when Work is ready for final
inspection. The Construction Manager shall assist the Design Professional in
conducting final inspections.
z. Secure and provide warranties and similar submittals required by the Contract
Documents for delivery to the City and deliver all keys, manuals, record drawings and
maintenance stocks to the City.
aa. Duties, responsibilities, and limitations of authority of the Construction Manager as set
forth in the Contract Documents shall not be restricted, modified or extended without
written consent of the City, Construction Manager, Design Professional and
Contractors. Consent shall not be unreasonably withheld.
bb. During the one (1) year warranty period following the date of Substantial Completion,
the Construction Manager shall work with the Owner’s Representative to oversee,
monitor, and coordinate the remedial work of the Contractors, including, but not limited
to, making certain that the appropriate Contractors are notified of the extent and nature
of the remedial work which needs to be done and that such work is done in a timely and
satisfactory manner.
cc. Accompany the Owner’s Representative and Design Professional on a post-occupancy
and warranty review prior to the expiration of the warranty period but sufficiently after
occupancy to allow the City adequate opportunity to observe defective conditions. This
review shall take place at a mutually agreed-upon time and date.
dd. Manage site logistics and all construction activities and coordination of site access/use
within the adjacent neighborhood.
ee. Oversee documentation of underground installations prior to cover.
5. Additional Services
The services described in this Section are not included in Basic Services unless so identified in
other Sections.
a. Providing any other services not otherwise included in the Agreement between the City
and the Construction Manager. The Construction Manager shall have the right under
this Article to claim additional compensation for any services not specifically covered
herein, provided that such Additional Services are identified as such and are authorized
in writing by the Owner’s Representative prior to their performance.
6. Close Out Services
a. Project closeout leadership, coordination, and comprehensive project completion.
Instructions to Firms - Required Information and Format
1. Statement of Interest/Firm Overview. The Construction Management (CM) Firm shall explain
why it believes it is best qualified to provide the services requested in this RFP and identify:
a. Company city, state of origin and type of organization or company structure.
b. Number of years the firm has been in business, or if a joint venture, for each firm of
the joint venture, the length of time the Joint Venture has been conducting business in
Iowa.
c. Location of principal office that will be responsible for implementation of this contract.
d. Indicate the dollar value of the firm’s three (3) largest projects over the last five (5)
10
years.
e. Provide references for (3) similar CM projects including project details, contact name,
email address and phone number. Include a minimum of (1) pool construction project.
f. Strength of Construction Management staff. Include resumes of all person(s)
responsible for each phase of the basic services and will be assigned to this project.
g. Statement of compliance with required Insurance Coverage.
2. A statement of approach or methodology for providing Basic Services. Schedule of tasks,
services, milestones and types of deliverables to provide for timely completion of the project
in a safe, cost-effective manner.
a. Describe the approach to Bid Package development.
b. Indicate measures taken on prior projects and amount of litigation, if any, on these
projects.
c. Demonstrate experience in providing Construction Management services for
municipal governmental agencies and other public entities in the State of Iowa.
3. A description of five (5) of the most recent/relevant Construction Management contracts held
by the firm. These must include experience with municipal governments or other public
entities. At a minimum at least one of the projects should include pool construction. The
Construction Manager must demonstrate a positive relationship with prior clients. Provide:
a. Project scope, approved construction budget, final construction cost, and role of firm.
b. Original contract stipulated, and actual substantial and final completion dates.
c. Project completion dates that were adjusted by change order.
d. Final completion date of all punch list items.
e. Examples of successful value engineering and construction management
services demonstrating how the budget was maintained without sacrificing
quality.
f. Project schedule development and maintenance, including specific examples of
scheduling challenges and how resolved.
g. Describe steps utilized to ensure quality control during the pre- construction and
construction process.
h. City’s contact person, address, telephone and e-mail address.
i. Architect’s contact person, address, telephone, and e-mail address.
4. Staffing/Fees/Costs
a. Provide your approach to staffing, including your fees for preconstruction services,
construction services, closeout services and reimbursables. Final contract terms and
fees will be negotiated after selection.
b. At the CM’s discretion, either a fixed total cost for services and reimbursables, or a
guaranteed not-to-exceed amount per category may be proposed.
c. Non-capped total CM fees and reimbursable fees will not be accepted.
5. Is your Firm currently being investigated for or previously been found to have violated in the
last five (5) years any of the following state or federal laws: Iowa Minimum Wage Act, Iowa
Non- English Speaking Employees Act, Iowa Child Labor Act, Iowa Labor Commissioners
Right to Inspect Premises, Iowa Compensation Insurance Act, Employment Security Act, Iowa
Competition Act, Iowa Income, Corporate and Sales Tax Code, a willful violation of the Iowa
or Federal Occupational Safety and Health Act, Iowa Employee Registration Requirements,
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Iowa Wage Payment Collection Act, Federal Income and Corporate Tax Code, The National
Labor Relations Act, the Drug-Free Workplace Act, The Employee Retirement Insurance
Security Act, The Fair Labor Standards Act? If yes, provide an explanation.
6. Do you currently have any legal action pending which could impact your ability to perform this
Work? If yes, provide an explanation.
Additional Information
Describe other appropriate factors and items that the Firm believes will affect its management
of the Construction such as suitability, how the firm would manage its obligations and interface
with the City and its staff and/or Architect.
Addenda/Clarifications
If it becomes necessary for the City to revise any part of this RFP or provide clarification or
additional information after the RFP documents are released, a written addendum will be issued
to each recipient of record of the original RFP. Oral statements may not be relied upon and shall
not be binding or legally effective.
Exceptions and Deviations
Firm must identify any exceptions and deviations with/to the RFP in its RFP submission.
Reserved Rights
The City reserves the right to award or not award a contract, and to amend the RFP and the
RFP process, or to discontinue the process at any time. The City may request to meet with the
Firm’s named representative to request answers and clarifications or it may request that the
Firm answer specific questions in writing, or to make a presentation to City staff or to the Ames
City Council prior to making any decision on the award of a contract. All Proposals and related
materials submitted with the Proposal become the property of the City and will be considered a
part of the public record subject to disclosure.
Withdrawal of Response to the RFP
Firms may withdraw their responses to the RFP at any time prior to the specified time for receipt
of Proposals by presenting a written request for withdrawal of such to Karen Server, Purchasing
Manager at karen.server@cityofames.org with proof that the person presenting this written
request is a representative of the firm withdrawing the Proposal.
Submittal Requirements
The Proposal preparation and associated direct costs are the sole responsibility of the
Firm and will not be reimbursed by the City.
Basis of Award
The Proposal will be evaluated based on each Firm’s professional qualifications, demonstrated
competence, approach and methodology and relevant experience with similar work. For the
Proposal submitted, certain Firms may be selected to make a presentation and interview after
which a final recommendation to the Ames City Council will be made.
The award of the contract, if made, will be made in the best interests of the City. The resulting
contract will consist of City-modified AIA Document C 132-2019 edition as amended, this RFP,
the response from the successful Firm to this RFP, any written letters and agreements modifying
or changing the same.
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The City may reject any or all Proposals or parts of any Proposals and in its sole discretion may
waive irregularities in any Proposals.
The award of a contract will be made in the best interest of the City which means that the City is
not required to award the contract to the lowest cost/fee Firm, but whose responses and proposed
services are deemed to be in the best interest of the City. By submitting a proposal, the Firm
authorizes the City to contact references and make further investigations as may be in the best
interest of the City.
Evaluation Team
An Evaluation Team composed of City representatives will review and evaluate the Proposals
as submitted in response to the RFP and will recommend the Firm deemed most qualified to
perform Construction Management work as described herein.
The City may elect to interview Firms to assist in the evaluation. A final scope of services and
fees will be negotiated with the selected firm based on an City-modified AIA Document C132
– 2019 Standard Form of Agreement Between Owner and Construction Manager as Advisor. If
these negotiations are not successful, as it’s sole discretion, the City will seek to execute a
contract with the next most qualified Firm. The Construction Management Firm selected shall be
qualified to provide, with a single point of contact, full-service Construction Management
services including, but not limited to, the responsibilities defined and agreed to in the Contract.
All offers and other work products submitted in response to this RFP shall become the property
of the City.
Selection Criteria
1. The following criteria will be used to evaluate this Proposal along with an assortment of
material submitted by the Construction Management Firm.
a. Organization, clarity, completeness and responsiveness to the RFP
b. Experience of firm or Joint Venture providing Construction Management services
c. Experience of individual team members providing Construction Management services for
municipal governments and/or other public entities in Iowa
d. Experience with phasing, swimming pools, and demolition
e. Experience with similar size and types of projects
f. Teams approach to pre-construction services (value engineering, estimating, design and
constructability reviews)
g. Project References
h. Knowledge of the public sector construction market in Iowa.
Staff Report
AQUATIC PROGRAMMING 2022-2024 AND POTENTIAL CHANGES TO FURMAN AQUATIC
CENTER SCHEDULE
January 20, 2022
BACKGROUND
The partnership between the City of Ames and Ames Community School District (ACSD) to
manage and share maintenance expenses related to Municipal Pool has served the citizens of
Ames, user groups, and ACSD students well for over 50 years. The current agreement extension
is set to expire on February 28, 2022, as demolition is needed to occur for ACSD to complete the
final stages of constructing their new high school and pool.
Therefore, City staff are exploring options to continue offering year-round aquatic programming
during the interim period of February 28, 2022, and the opening of a City indoor aquatic facility in
2024. During this interim period, the goal is to provide the most feasible level of aquatic services
with available facilities, schedules, and staff. This would be achieved by working with community
aquatic facilities for use or promoting community options available for the public, and by adding
programs to the Furman Aquatic Center (FAC) schedule. The addition of programs to existing
FAC schedules would be done with the intent to impose the least possible impacts.
PROGRAMMING
Below is a list of aquatic programs that are currently offered. Most programs listed have a variety
of classes and levels offered and the intent is to continue as many as possible. In efforts to
continue these classes, some may need to be offered at new or alternate locations, in different
seasons, and on different days/times than traditionally offered.
•••
•••
•••
•••
•••
COMMUNITY AQUATIC FACILITIES
Staff is exploring options regarding the use of community aquatic facilities (i.e. ISU pools,
hotels/motels, etc.) to offer programs. Parks and Recreation currently utilizes the Green Hills pool
to offer Aqua Fitness Classes and Parent/Child Swim Lessons and the ISU Forker pool for Warm
Water Aqua classes.
Several factors need to be considered to determine whether a community aquatic facility is a
viable option for use and what type of programming would be best suited for the facility. Examples
of these factors include, but not limited to, water depth, temperature, patron capacity, available
times for use, and potential rental fees.
Item No. 17
Programming at an indoor facility provides the ability to offer an indoor option as some customers
prefer this over being outdoors due to the more controlled environment and no sun exposure.
Indoor facilities also limit instances of inclement weather cancellations for summer programming.
Disadvantages to community aquatic facility use could occur from a staffing and supervision
standpoint. W ith City programs at multiple facilities, additional staffing needs may be required,
which is currently limited. Additional expenses may result from increased staff needs and from
rental fees to use these community facilities. Rental fees and staffing costs may result in higher
registration fees for programs, which may result in program fees differing based on the facility
rental fee.
An overview of community aquatic facilities and the viability of use is described below.
Ames Community School District (ACSD)
Based on recent conversations with ACSD staff and the current understanding of the anticipated
usage for the new high school pool, external use philosophy, and planned water temperature, this
facility does not appear to be a viable option.
Mary Greeley Medical Center Therapy Pool
Due to hours of usage that would be available, security concerns, and pool capacity, offering City
programs at this facility is not a good option.
Hotels/Motels
Staff has begun conversations with hotels and motels to discuss options for pool use. With the
variety of hotel and motel pool configurations, pools at these facilities may not meet the needs or
be well-suited for programs to be offered. Some hotels and motels within the community currently
offer options for the public to utilize their pool. For those facilities with this public swim option
already in place, staff will evaluate the effectiveness of assisting community facilities in promoting
swim options, so the public is informed of alternate options.
Iowa State University
Parks and Recreation currently utilizes ISU Forker Pool for Warm Water Aqua classes. ISU
charges the City a per registration rental fee for use of the facility. The additional rental charge
for use of the facility is applied to the program fee to offset the expense and maintain the subsidy
level for aquatic programs. With the existing relationship for facility use, staff is discussing with
ISU options to expand use for other programs. ISU Forker would be a conducive facility for all
levels of swim lessons, continued aqua classes, and the water depth is well suited for diving and
certification course requirements. ISU also has two other pools, 1) State Gym – which hosts most
ISU group fitness classes and aquatic-related sport clubs, and 2) Beyer Hall – which is home to
ISU Swim and Dive Team. These two facilities will also be discussed within staff’s conversations
with ISU.
Green Hills
Parks & Recreation Aqua classes and Parent/Child Swim classes are currently conducted at this
facility. Parks and Recreation is charged a per participant fee for use of the facility, and the
additional fee is applied to the program registration to offset the expense and maintain the subsidy
level for aquatic programs. Staff is meeting with management at Green Hills to discuss future use
options for additional programming.
Private Fitness Clubs
Staff is initiating conversations with private clubs within the community to better understand the
facility’s specifications and current use to determine if options are possible for City programs.
PLANNED CHANGES TO FURMAN SCHEDULE
To make time to offer swim lessons lost due to the closure of Municipal Pool, staff is
recommending reducing Open Swim hours on Monday and Wednesday evenings as outlined
below. As the 50 Meter and Splash Pool basins would be used for lessons, staff is also
recommending adding Water W alking in the Lazy River at the same time.
Planned Change
• Open Swim 1:00pm - 6:00pm
• Water Walking 6:00pm - 8:00pm
• Swim Lessons 6:15pm - 8:00pm
The following table represents the FAC program hours per week for the current schedule and
planned change.
Furman Aquatic Center Programs (hours per week)
Program Current Planned Change
To accommodate a portion of the decreased open swim hours from the addition of evening swim
lessons and water walking, staff is proposing to add Twilight Open Swims. These open swims
would be offered on the second and fourth Mondays of June and July, 8:00pm - 9:30pm, for a
total of 3 hours per month. Twilight Open Swim would be offered as a public open swim option,
and admission would be included with a Furman Season Pass.
Monday and Wednesday evenings were selected as the days of weeks for the planned schedule
changes based on the analysis of average admission swipes per week at FAC. The table below
shows fewer admissions on these nights, aligning with the goal to implement changes with
minimal impacts to the existing schedule.
Furman Aquatic Center
Average # of Admission Swipes Per Night (June-July)
Time Monday Tuesday Wednesday Thursday Average Total
To further understand why these changes are to be implemented, a listing of pros and cons are
shown below:
Planned Changes
Open Swim: 1:00pm-6:00pm; Water Walking: 6:00pm-8:00pm; Swim Lessons: 6:15pm-7:50pm
Pros:
• A total of 48 additional swim lesson classes offered (accommodates 240
participants)
• The ability to continue offering an evening swim lesson option
• Early start time for evening swim lessons which is more ideal for the age
demographic the lessons serve
• An additional 4 hours of water walking per week
Cons:
• A decrease in open swim hours by 4 hours per week
Twilight Open Swim: 2nd & 4th Mondays of June & July, 8:00pm-9:30pm
Pros:
• Bi-monthly event offsets a portion of the decreased open swim hours by 6 hours
throughout the season
• Provide a fun special event to differ from the typical daily open swim
• Admission to Twilight Open Swim will be included with a season pass
Cons:
• Elimination one evening rental timeslot 4x during the season
FEES AND CHARGES
With the aforementioned changes, the Furman Season Pass rate would remain the same, as
planned changes to the summer schedule are not significant. Current Furman Summer Season
Pass fees are outlined below.
Pass Type Resident Fee
Program fees are developed to cover direct expenses which include, but not limited to, instructors,
lifeguards, and program supplies. When using community facilities, programs are charged at a
higher rate as additional expenses are incurred through the facility rental fee.
PARKS AND RECREATION COMMISSION RECOMMENDATION
The planned changes described in this report were presented to the Parks and Recreation
Commission at it January 20, 2022 meeting. Comments from the Commissioners included:
• Swimming is a lifelong activity and we should do what we can to offer swim lessons
• Love the Twilight Swim idea
• Reducing open swim hours to offer swim lessons is a good compromise
• Would Aqua Fitness classes still be held? (Staff responded yes)
• Will Ames Cyclone Aquatics Club and/or Swim America be offering swim lessons?
(Staff does not know the answer at this time)
In the end, the Commission approved the planned changes as presented.
STAFF COMMENTS
When looking at program offerings, staff prioritized Swim Lessons and Water Walking as
high priority programs. Swim Lessons were rated high due to the importance of learning
how to be safe and comfortable around water, along with other factors of learning lifelong
skills, social development, and the population lessons serve. Water walking was another
priority class based on the population served, and the wellness and exercise option of this
low impact activity. Additionally, adding more Water Walking time to the schedule is one
of the most requested comments staff receives.
Since there is a loss of Open Swim time, the addition of Twilight Swims will provide a
replacement option for this lost time. The planned changes presented in this report offer
additional high priority programs while minimizing the impact on the availability of open
swim times. Although these changes may not be an ideal situation for all users, the reality
is that some concessions will need to be made until a new aquatic center is built. Staff will
move forward with these changes unless Council provides different direction.
ITEM #: __18____
DATE: 01-25-22
COUNCIL ACTION FORM
REQUEST: NATIONAL REGISTER OF HISTORIC PLACES ELIGIBILITY FOR PI
KAPPA ALPHA FRATERNITY HOUSE AT 2112 LINCOLN WAY
BACKGROUND:
The City has received a request for a recommendation of National Register eligibility for
Pi Kappa Alpha Fraternity house (Alpha Phi Chapter), located at 2112 Lincoln Way (See
Attachment A – Location Map). The nomination was submitted to the City by the State
Historic Preservation Office (SHPO), after first being submitted to SHPO by Alexa
McDowell (Architectural Historian) at the request of the property owner. The complete
National Register Nomination, and photographs, for the Pi Kappa Alpha Fraternity
house are available on the City of Ames website, and may be found at the following link:
https://www.cityofames.org/government/departments-divisions-i-z/planning/historic-
preservation/national-register-of-historic-places
As a Certified Local Government (CLG), one of the Historic Preservation City
Council’s responsibilities is to review National Register nominations on any
property that lies within the boundaries of the City. Nominations are first submitted
to the State Historic Preservation Office, and a copy of the nomination is then sent to
the CLG for review and comment. After allowing for public comment, the Historic
Preservation Commission (HPC) and the Mayor are to decide if the property meets
National Register Significance “Criterion A”. The HPC reviewed the nomination at their
meeting on January 10, 2022.
The State Historical Society of Iowa is required to provide the City with a 60-day period
for the review from the date the nomination is received by the City. The City received a
copy of the nomination on December 10, 2021. The State Nominations Review
Committee (SNRC) plans to consider the nomination of the Pi Kappa Alpha
Fraternity at its February 10, 2022, meeting. The meeting will be held virtually
over Zoom.
The property owner is the Pi Kappa Alpha Union (deed holder). The applicant has
selected National Register Significance Criterion “A” as being applicable to this
application. “Criterion A” is described as follows:
• “Criterion A” are those properties that are associated with events that have
made significant contribution to the broad patterns of our history. (See
Attachment C – Excerpt of National Register Bulletin No. 15, pages 12-13)
The completed nomination forms include a summary of the significance of the Pi
Kappa Alpha Fraternity house (See Attachment B – Summary of Significance).
Historic Preservation Commission Recommendation. At the Historic Preservation
Commission meeting on January 10, 2022, the Commission voted 6-0 to find that the
nomination of the Pi Kappa Alpha Fraternity House to the National Register of Historic
Places meets National Register “Significance Criterion A and C” and recommends
National Register eligibility to the State Nomination Review Committee.
ALTERNATIVES:
1. The City Council finds that the nomination of the Pi Kappa Alpha Fraternity House to
the National Register of Historic Places meets National Register “Significance
Criterion A” and recommends National Register eligibility to the State Nominations
Review Committee.
2. The City Council finds that the nomination of the Pi Kappa Alpha Fraternity House to
the National Register of Historic Places meets National Register “Significance
Criterion A and C” and recommends National Register eligibility to the State
Nominations Review Committee.
3. The City Council finds that the nomination of the Pi Kappa Alpha Fraternity House to
the National Register of Historic Places does not meet National Register
“Significance Criterion A” and recommends National Register ineligibility to the State
Nominations Review Committee.
4. The City Council can defer action on this request and refer it back to City staff and/or
the applicant for additional information.
CITY MANAGER’S RECOMMENDED ACTION:
City staff believes that the information provided in the application provides a basis for a
determination of significance according to “Criterion A.” The applicant references the
2006 draft Multiple Property Listing (MPL) entitled “Ames Fourth Ward” which amended
the 2003 MPL and specifically developed the context for evaluating resources of the
Greek system. Referred to as “Addresses for Greek Letters: Fraternity and Sorority
Architecture, circa 1910-1941”, William Page (Public Historian and Preservation
Planner) noted the significance of the property type as “an important collective
resource” that “comprise a distinct property type, notable for large size and ambitious
architectural design.” As delineated by Page, resources associated with the Greek
system at Iowa State University are considered eligible for listing on the National
Register of Historic Places under “Criterion A” if “directly associated with Greek letter
societies, and/or their organizational culture, practices, and effects.”
Although the Historic Preservation Commission believes the nomination meets both
“Criterion A and C,” the Architectural Historian who prepared the nomination did not
evaluate the nomination under “Criterion C.” Without further evaluation of the
nomination, there is not enough information to determine if “Criterion C” is applicable,
and the nomination should move forward to the State Nominations Review Committee
for evaluation under “Criterion A.”
Therefore, it is the recommendation of the City Manager that the City Council act
in accordance with Alternative #1.
ADDENDUM
An individual property cannot be listed unless the owner of the property wants
the listing. Such a property owner would need to notify the Bureau of Historic
Preservation in writing if the property owner objects.
National Register status in no way limits the right of the property owner to preserve,
alter, or even demolish the property. Property owners are not required to do anything,
or sign anything, or make commitments regarding the use of their property, provided
that no Federal license, permit, or funding is involved.
The power to protect a National Register property is limited to local design guidelines
and to a review of those projects which are funded, wholly or in part, by the federal
government and which impact, directly or indirectly, listed properties. National Register
status does not mean that a property cannot be destroyed by a highway, by Urban
Renewal, or by some other project. It does mean that before a federal agency can be
involved in any way with such a project (e.g., funding, licensing, or authorizing it), the
federal agency must consider alternatives by which the National Register properties
might be saved from destruction.
There are four (4) National Register Criteria that are used to determine historic
significance for listing on the National Register of Historic Places. The criteria relate to
a property’s association with important events, people, design of construction, or
information potential. The National Register criteria recognize these values embodied
in buildings, structures, districts, sites, and objects. The four (4) criteria are as follows:
1. Criterion A – Properties that are associated with events that have made a
significant contribution to the broad patterns of our history.
2. Criterion B – Properties that are associated with the lives of persons significant in
our past.
3. Criterion C – Properties that embody the distinctive characteristics of a type,
period, or method of construction, or that represent the work of a master, or that
possess high artistic values, or that represent a significant and distinguishable
entity whose components may lack individual distinction.
4. Criterion D – Properties that have yielded, or may be likely to yield, information
important in prehistory or history.
Attachment A
Location Map
Attachment B
Summary of Significance
Attachment C
Excerpt of National Register Bulletin No. 15 (cover page)
Attachment C
Excerpt of National Register Bulletin No. 15 (continued)
Attachment C
Excerpt of National Register Bulletin No. 15 (continued)
ITEM # ____19____
Staff Report
REQUEST TO REVIEW ZONING REQUIREMENTS FOR GROUND FLOOR
RESIDENTIAL USE FOR A CCR ZONED PROPERTY AT 4820 MORTENSEN ROAD
January 25, 2022
BACKGROUND:
The owner of property located at 4820 Mortensen Road is requesting that they be
permitted to accommodate residential on the ground floor of their buildings where they
have unused space. (see letter date October 6th, 2021, Attachment A) The issue of use
of the site was brought up in regards the draft Ames Plan 2040 Lands Use map and a
request by the owner to have it designated as residential rather than commercial. City
Council determined the issue identified by the owner was not relevant directly to Plan
2040 and should be put on an agenda for a specific discussion of the issue.
The current zoning is commercial as Convenience Commercial/Residential (CCR). The
buildings were constructed as 3-story mixed use buildings in 2005. The site was
developed originally with the requirement to have mixed-use development, meaning that
commercial would be on the ground floor and then residential could be above.
Standalone residential uses were not permitted.
CCR zoning is not a common zoning district in the City. It applies to properties in the
vicinity of Mortenson, Dickinson, and South Dakota Avenue. Two properties are
developed as mixed use, one with a hotel, one with a sports practice facility, and four
properties are vacant.
The owner has also been providing space for short-term lodging uses in the form of short
stay efficiency rentals in some of the ground level units since 2017. This use is permitted
in commercial zones as it falls under the same category as hotels and motels. In these
types of uses the average stay cannot exceed 60 days.
The owner claims that the buildings are more adequately utilized if household living style
residential is allowed on all floors as the commercial component has struggled since the
construction of the buildings. Household living allows for regular residential dwelling units
to be on the ground floor. The owner would maintain existing commercial spaces if
allowed to have residential in other ground floor tenant spaces.
The underlying Land Use in the Ames 2040 Comprehensive Plan is a commercial
designation as Neighborhood Commercial (NC-MU). In order to allow ground level
residential the zoning designation would need to be a purely residential zone such
Residential High-Density (RH). The NC-MU designation does not identify a
corresponding residential zoning district so there is no residential zoning that can
be allowed under that designation.
OPTIONS:
If City Council is interested in addressing the owner’s concern about the use of vacant
commercial tenant space, there are a two primary options available.
Option 1- Zoning Text Amendment to CCR Zoning
The City Council could choose to initiate a Text Amendment to the CCR zoning standards
to allow for limited allowances for residential units to be located on ground floors. CCR is
intended to be a commercial zone, allowing for ground floor residential without limitations
would effectively make it a residential zone first and commercial zone second. A limited
amount of residential could be allowed that would be capped at a certain amount in any
CCR development based on site size or design considerations. Additionally, a Special
Use Permit or Major Site Development Plan could be required before any ground level
residential is permitted.
Option 2- Initiate an amendment to the Ames 2040 Comprehensive Plan Land Use
Designation and subsequently rezone the property to Residential High-Density
(RH)
The City Council could choose to initiate a Land Use Change from NC-MU to a new land
use designation that supports residential, such as the RN-5 designation which is
designated on the multi-family housing property to the immediate west. This would permit
rezoning of the property to Residential High-Density (RH).
The RH zoning designation would permit for residential units on ground floor as well as
limited commercial in a mixed-use building type. This option allows for the residential use
and can by Major Site Development Plan allow for the existing commercial to remain, but
it would create a non-conforming site due to front yard parking located along Mortenson
Road.
If this option is pursued, a requirement to keep commercial in specified tenant spaces
would be advisable by staff to meet the planned commercial interests for the general area.
This option would only affect this site and not other CCR zoned properties. However,
other adjacent property owners may desire the same ability depending on market
interests.
STAFF COMMENTS:
Due to the originally approved site development plan, the site has struggled to achieve
the commercial development goals of the City within the CCR zoning. The CCR zoning
was designed to benefit the City overall by supporting needed west side commercial
development and allowing hopefully for the added benefit and efficiency of mixed use with
residential development. The existing development exemplifies how details on design
and configuration are critical components of building marketable commercial space and
how just allowing for commercial use does not necessarily result in desirable commercial
development when residential use can drive the profitability of a project.
The site could potential se additional demand for commercial space in west Ames as we
grow and some additional space could be used for commercial purposes. However, due
to the lack of visibility of the commercial space and its current use as short-term lodging
units it may not change to another use as well and remain underutilized.
For City Council to select an option it must first answer the question of its priority
in promoting the original intent of the current zoning and the original site plan
compared to the owner’s current proposed use. Staff believes that any change made
to the zoning or associated text amendment would need to take into consideration the
existing conditions of the site and the uses currently in these buildings. At a minimum
existing commercial use should remain and potentially additional square footage should
be reserved for commercial uses.
If the City Council believes that a change is desirable, Staff believes the best course of
action is a text amendment (Option 1). This approach maintains the existing zoning, but
works toward permitting the change the owner is requesting. The text change would
impact a handful of other properties as well. The text amendment would be a minor
change and could either be fit into available time later this spring or prioritized with the
overall Work Plan as part of the evaluation of citywide commercial zoning standards that
would occur later in 2022.
A change of land use and rezoning (Option 2) would require consideration of the zoning
change creating either use or site non-conformities. This approach of change the zoning
of the site, does not impact any other CCR zoned properties. The first step with Option 2
would be to change the land use designation within Plan 2040. The Plan 2040
amendment process would be project specific and treated as a development project that
is not included as Department Work Plan project.
The proposed change is unusual in that is aimed at improving conditions for a
property owner’s unique situation of how a site was developed originally at the
choice of developer. A change that allows for ground floor residential at this site
has limited public benefit and interest in that it would allow for potentially more
efficient use of existing space but compared to a compelling housing need of the
community or the initial desire of the City for more commercial opportunities in
west Ames it does not have the same broad value.
Changes to ground floor standards supporting affordable housing would be an
example of city benefit and property owner benefit to expand the use of
underutilized space. Alternatively, supporting a change would not appear to
negatively affect our commercial goals for the City due to the site’s current
condition and it could be found to be compatible with our land use goals of Plan
2040.
Attachment A- Request Letter
ITEM # ___20___
DATE: 1-25-22
COUNCIL ACTION FORM
SUBJECT: REQUEST FOR PROPOSALS REGARDING SMALL LOT INDUSTRIAL
DEVELOPMENT SUBDIVISION UTILIZING TAX INCREMENT FINANCING
BACKGROUND:
In November the City Council directed staff to send out an RFP to solicit proposals for
a new small lot industrial development subdivision that would utilize Tax Increment
Financing (TIF) as part of its construction. The RFP included minimum requirements
and identified issues that must be addressed by the responder, and would be
negotiated with any final development agreement. Highlights of the City’s interests in
the RFP included the size and type of subdivision, requirements to construct
speculative buildings to expand economic development opportunities within the city,
development costs, land valuation and sale controls, sale price of land, and the level
of TIF incentive. The approved RFP is included as Attachment A.
The deadline to submit a proposal was January 7th. The City received one proposal.
City Council is being asked at this time whether or not to direct staff to proceed
with evaluating the proposal and negotiating a development agreement. Council
is not being asked to approve a final agreement.
The proposal was received from Chuck Winkleblack of Hunziker Development
Companies.
The key elements contained in the proposal include:
1. Total site is 72 acres in size.
2. 14 Lot subdivision with lots ranging from 1-6 acres in size.
3. A $2.2 million dollar TIF rebate request to the developer, with tax abatements for
the larger lots.
4. City estimated public improvement costs of $753,000.
5. The cost estimate of the project in the proposal is $3.882 million, including
subdivision improvements and infrastructure.
6. Speculative building construction of a 10,000 square foot building with
subsequent building within 12 months of the prior building being occupied.
7. General industrial uses with no limitations on use beyond zoning.
While the proposal met minimum completeness requirements, it does not include
commitments to all of the interests identified within the RFP, such as limits on low
employee intensity uses, speculative building construction on a defined schedule
regardless of occupancy of prior building, and minimum assessed values for all land
(including vacant).
The estimated total TIF abated infrastructure costs is approximately $3,000,000. This
amount is proposed to be partially a developer rebated cost and partially a city
improvement costs. This is a cost of approximately $41,600 per gross acre. The proposed
subdivision has approximately 51 net acres for development, or $59,000 per net acre.
A cursory evaluation of the proposal using the proposed speculative building assumption
of one building every two years and no vacant land assessment results in estimate of a
full 20 years of TIF to cover the infrastructure costs. Additional development beyond the
speculative building schedule is needed for the project to ensure a reasonable amount of
tax increment to pay off debt in shorter timeframe. It appears very unlikely that the full
costs of infrastructure, if developed all at one time, could pay off incurred debt within 10
years as has been the goal for other projects, such as the Research Park expansion.
ALTERNATIVES:
1. Proceed with evaluating the proposal and attempt to negotiate mutually
acceptable terms for a possible development agreement to be approved at a
future City Council meeting.
2. Reject proposal and discontinue the process for a small lot industrial subdivision
with City incentives.
CITY MANAGER'S RECOMMENDED ACTION:
As promised, Staff is reporting on the results of the RFP process. Assuming the
City Council would like Staff to continue discussions with the lone responder,
additional time is needed to gain a better understanding of the specifics of the
proposal and attempt to negotiate mutually acceptable terms for a possible
agreement.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative #1.
Attachment A
Attachment B- Request For Proposals
1
November 19, 2021
REQUEST FOR PROPOSAL NO. 2022-061
AMES INDUSTRIAL PARK DEVELOPMENT
karen.server@cityofames.org or deliver to
For questions concerning the proposal requirements, application or the review process, please
contact:
Purchasing Division: Karen Server, Purchasing Manager
Phone: 515-239-5127
E-mail: kserver@city.ames.ia.us
Contact with personnel of the City other than Karen Server, Purchasing Manager, regarding this
Request for Proposal may be grounds for elimination from the selection process.
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SECTION 1
NOTICE AND SCHEDULE
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NOTICE & SCHEDULE OF EVENTS
REQUEST FOR PROPOSAL NO. 2022-061
AMES INDUSTRIAL PARK DEVELOPMENT
The City of Ames, Iowa (City) is accepting proposals from property owners and qualified and
experienced developers (Developer) for development of a small lot industrial subdivision that
would in part be supported through Tax Increment Financing (TIF) assistance as part of an Urban
Renewal Area.
PROPOSALS will be accepted by the City of Ames until 2:00 PM local time on January 7, 2022.
All proposals are to be emailed to Karen Server at karen.server@cityofames.org or delivered to
the City of Ames, Purchasing Division, 515 Clark Avenue, Ames, Iowa 50010 prior to the above
time and date. Once proposals have been thoroughly evaluated, the winning proposal will be
presented to the approving authority for action thereon.
Informational Meeting will be held on Wednesday, December 8, 2021, at 9:00 AM Local Time via
Zoom. Link: https://us02web.zoom.us/j/89088571397, Zoom ID Meeting ID: 890 8857 1397
Questions and requests for clarification of requirements for this development are encouraged. All
questions and requests for clarification are to be submitted via email to Karen Server at
karen.server@cityofames.org no later than 5:00 p.m. local time on December 23, 2021.
The schedule represents the City's best estimate of the schedule that will be followed. If a
component of this schedule is delayed, the rest of the schedule will be shifted accordingly.
The approximate schedule is as follows:
Issue Request for Proposal: November 19, 2021
Information Meeting: December 8, 2021 @ 9:00 AM
Final Date to Submit Written Questions: December 23, 2021 at 5:00 PM
Responses to Questions Posted: December 31, 2021 or Sooner
Proposals Due: January 7, 2022 @ 2:00 PM
Developer Selection: January 25, 2022
Developer Agreement: February 22, 2022
The City of Ames Purchasing Division is the only authorized source of proposal documents.
Proposal documents obtained from any other source may be incomplete.
It is expressly understood that any costs associated with preparing a submittal shall be at the
expense of the Developer.
The City of Ames does hereby reserve the right to reject any or all proposals, to waive
informalities, and to make such awards as it shall deem to be in the best interest of the City.
END OF SECTION
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SECTION 2
PROJECT REQUIREMENTS
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AMES INDUSTRIAL PARK DEVELOPMENT
PROJECT REQUIREMENTS
1. Introduction
City of Ames (City) has identified a market need for smaller industrial lots in the 1–10-
acre range for key industrial services which play a vital economic role in the Ames
economy. A recent land inventory of general industrial land indicated that there are a
small number of vacant industrial properties available for new development. The Ames
Community Development Park 1st through 4th Additions are examples of
developments based upon this type of partnership.
The City is accepting proposals from property owners and qualified and experienced
developers (Developer) for development of a small lot industrial subdivision that would
in part be supported through Tax Increment Financing (TIF) assistance as part of an
Urban Renewal Area. The Developer with a successful proposal would enter into a
Development Agreement with the City for development of a specific site related to
subdivision platting, construction of streets, utilities, storm water systems, maximum
lot sale price, and the construction of speculative buildings.
Note that nothing in this Request for Proposal is a commitment by the City to select or
financially support a proposal. There will be no reimbursement of costs associated
with the preparation of the response to the Request for Proposal or for any
additional materials, plans, agreements needed to finalize a development agreement.
Addition details on requirements and expectations are described below.
2. General Information
2.1 Estimated Timetable of Events:
Information Meeting: December 8, 2021, at 9:00 AM Local Time via Zoom
Link: https://us02web.zoom.us/j/89088571397, Zoom ID Meeting ID: 890 8857 1397
Proposal Deadline: January 7, 2022, at 2:00 PM Local Time
Developer Selection: January 25, 2022
Developer Agreement: February 22, 2022
2.2 All proposals are to be submitted to the City of Ames, Purchasing Division to
karen.server@cityofames.org or deliver to 515 Clark Avenue, Ames, Iowa 50010
prior to the above time and date. No verbal or faxed submittals will be accepted.
Submittals shall have a subject line of “Ames Industrial Park Development”.
2.2 The City reserves the right to accept or reject any and all proposals. Proposals will
be evaluated by city staff as described below. City Council will review the
application materials and make a selection of a preferred Developer.
10
2.3 Upon selection, the City will negotiate with the Developer on a Development
Agreement for City Council approval. Approval of an agreement is subject to City
approval of Urban Renewal District for economic development purposes in order to
provide of tax increment financing.
3. Minimum Proposal Requirements
3.1 The proposed development site must not be located within the approximately
1,200 acres along East Lincoln Way planned for Prairie View Industrial Park.
3.2 Demonstrated site control with either acknowledgement of the property owner
as a participant in the project or an option to purchase the site.
3.3 Conceptual subdivision layout and infrastructure improvements.
3.3.1 The proposal must provide for a minimum 10-acre site size for the
subdivision.
3.3.2 The conceptual lot layout must provide for a minimum of 6 lots as small-
scale industrial lots targeted primarily in the 1-3 acre range with a lot size
limit of no more than 10 acres in size.
3.3.3 The proposal must include proposed infrastructure improvements.
3.4 Proposed types of uses and/or excluded uses.
3.4.1 The proposed development must be of industrial service uses in nature.
3.4.2 Acceptable industrial uses do not typically include principle uses of
warehousing, mini-storage, salvage, and other types of low intensity
employment uses.
3.5 Proposed timeline for the development of the subdivision, noting any phasing
plans.
3.6 Conceptual plan for construction of speculative buildings.
3.6.1 Minimum size
3.6.2 Design requirements
3.6.3 Timeline for initial and subsequent construction of speculative buildings
(see also development agreement requirements below)
3.6.4 Minimum valuation of buildings
3.7 Breakdown of estimated development costs by improvement type and
requested amount of TIF support.
3.7.1 This includes the developer’s ability to secure development financing for
subdivision improvements.
3.7.2 The City may request additional information about the financial
capacity of the developer to secure initial financing for the
development of the subdivision as well as financial security for
11
construction of speculative buildings.
3.8 Amount paid per acre to purchase the land in the proposed development.
4. Developer Minimum Responsibilities/Requirements
As part of this Request for Proposal, the selected Developer understands the City has the
following minimum responsibilities/ requirements for a selected Developer to enter into a
D evelopment Agreement and to develop the project:
4.1 The selected Developer will be responsible for platting the subdivision according to
the City’s subdivision and zoning standards. The selected Developer must rezone
the property to an industrial zoning classification if it is not already zoned industrial.
4.2 The selected Developer must demonstrate a willingness and the ability to start site
work no later than 12 months from approval of a Development Agreement.
4.3 The selected Developer will be responsible for producing public improvement plans.
4.4 The selected Developer will be responsible for all lot development requirements,
including but not limited to site grading, broadband, water, sewer, storm water
and streets, with the exception of any agreed upon public improvements to be
constructed by the City with the use of TIF.
4.5 The selected Developer will be responsible for construction of speculative
industrial buildings on the agreed upon timeline, preferred requirements include:
4.5.1 The initial speculative industrial building must be complete within 12
months of final plat approval final building occupancy level of shell building.
4.5.2 Subsequent speculative buildings shall be constructed and completed to at
least a final building occupancy level of shell building within 18 months of
completion of the prior speculative building.
4.5.3 Speculative buildings must have a minimum assessed improvement value of
$850,000 (not including land).
4.5.4 Speculative buildings must have no less than 10,000 square feet of floor
area.
4.5.5 Financial security for construction of speculative buildings.
4.6 The selected Developer will prepare covenants addressing development
standards and uses for City acceptance with a development agreement.
4.7 Minimum valuations and assessment agreements addressing the following:
4.7.1 Vacant improved lots assessed as industrial land
4.7.2 Minimum valuation of improvements on lots less than 1.5 acres
4.7.3 Minimum valuation of improvements on lots exceeding 1.5 acres.
12
4.8 Limits on maximum sale price of land as an incentive for economic development
and recognizing the city investment in development of the site.
4.9 Limits on holding of land for speculative purposes.
4.10 Prohibition on industrial tax abatement until the TIF debt is paid off.
5. Financial Incentives
5.1 The proposal may include a request for a developer economic grant of rebated TIF
value of actual value created for up to 10 years needed for the purposes of
constructing public improvements. Alternatively, the proposal may request City
construction of specified public improvements that the City would fund with TIF
generated by development within the proposed subdivision.
5.2 No waiver of fees or permitting requirements are included with the Request for
Proposal.
6. Review Criteria
The City is seeking to maximize its efforts to create additional industrial land for small
scale industrial uses. The proposals will be reviewed according to the following criteria:
6.1 Design elements
6.2 City financial subsidy per lot
6.3 Total cost of the subdivision and total cost of requested City subsidy
6.4 Total number of lots and marketability of the site
6.5 Proposed timeline to build out the subdivision and corresponding repayment of
TIF debt.
7. Submittal Requirements
All proposals are to be submitted to the City of Ames, Purchasing Division to
karen.server@cityofames.org or deliver to 515 Clark Avenue, Ames, Iowa 50010 prior to
the above time and date. No verbal or faxed submittals will be accepted. No verbal or
faxed submittals will be accepted. Submittals shall have a subject line of “Ames Industrial
Park Development”. Any proposals received after the specified date and time will be
rejected and returned unopened.
8. Agreement Negotiations
The City reserves the right to reject any and all proposals and to negotiate the terms of
the Development Agreement, with the selected developer prior to entering a written
agreement. Final decisions to proceed with construction of improvements by the City will
13
be subject to construction bidding limitations.
9. Questions/Contact Person
Questions concerning this proposal requirements, the application, or the review process
may be directed to Karen Server at karen.server@cityofames.org or call 515-239-5127.
END OF SECTION
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SECTION 3
TERMS & CONDITIONS
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17
CITY OF AMES, IOWA
TERMS & CONDITIONS
1. RESERVATIONS
1.1 The City reserves the right to reject any or all proposals, to waive informalities, and
to make such award as it shall deem to be in the best interest of the City.
1.2 The City reserves the right to negotiate all elements that comprise the apparent
successful proposal to ensure that the best possible consideration is afforded to all
concerned. The City and the finalist will review in detail, all aspects of the
requirements and the proposal. During the review of the most favorable, apparent
successful proposal, the Developer may offer, and Ames may accept revisions.
1.3 The City reserves the right to cancel any agreement if it there is a failure at any
time to perform adequately the stipulations of these agreement documents.
2. INTERPRETATION
If any Developer is in doubt as to the intent or meaning of any part of this document, they
should contact the Purchasing Manager, City of Ames, Iowa in time to receive a written
reply before submitting their proposal.
3. ERROR IN PROPOSALS
Developers or their authorized representatives are expected to fully inform themselves as
to the conditions, requirements, and specifications before submitting proposals. Failure to
do so will be at the Developer’s own risk, and they cannot secure relief on the plea of
error. Neither law nor regulations make allowance for errors either of omission or
commission on the part of the Developer.
4. GOVERNING LAW
This agreement is governed by the law of the State of Iowa with venue in the appropriate
state and/or federal courts for Story County, Iowa.
5. DEVELOPER’S RESPONSIBILITIES
The Developer is charged with the responsibility of satisfying themselves as to the services
required under this agreement and all other matters, which can affect or modify the terms
or obligations incorporated herein before submitting their proposal.
6. ORAL STATEMENTS NOT BINDING
It is understood and agreed that the written terms and provisions of this agreement shall
supersede oral statements of any and every official or other representative of the City, and
18
oral statements shall not be effective or be construed as entering into, or forming a part
of, or altering this agreement in any way whatsoever.
7. DEVELOPER FORMS, TERMS, AND CONDITIONS
7.1 If a Developer intends to request that the City complete any Developer application
form, or any Developer agreement form, or agree to any Developer terms or
conditions in connection with the proposed agreement, the proposed forms and/or
terms or conditions must be submitted with the proposal for review by the City’s
legal counsel during the evaluation of the proposal. This includes but is not limited
to Developer credit application and customer agreement forms, Developer lease
forms, Developer terms/conditions of sale, Developer shipping or delivery terms,
and Developer billing/payment terms.
7.2 Developers are advised that in the event any such forms or terms contradict City
specifications or other agreement requirements, the proposal may be rejected due
to the contradiction unless Developers has indicated deletion of such clauses prior
to submission to the City. If such forms/terms indicate a firm other than the
Developer is in any way a party to the proposed agreement, the proposed party
must also indicate concurrence with deletion of such clauses.
7.3 The City will in no case agree to agreement terms or conditions not in compliance
with City specifications and/or not submitted for review with proposals.
8. OWNERSHIP OF MATERIALS
8.1 All reports, documents, drawings, specifications, electronic data or other materials
developed or discovered by Developer, or any other person engaged directly or
indirectly by Developer to perform the services required hereunder shall be and
remain the property of City without restriction or limitation upon their use.
8.2 The Developer shall furnish to the City, copies of all documents that were
developed in the course of services for the City and for which compensation has
been received by the Developer.
9. PROPRIETARY RIGHTS AND CONFIDENTIAL INFORMATION
9.1 Developer shall hold in trust and confidence any confidential and/or proprietary
information or data relating to City business and shall not disseminate or disclose
such confidential information to any individual or entity, except Developer
employees or subcontractors performing services hereunder (who shall be under a
duty of confidentiality), and any other individuals specifically permitted in each
instance by the City.
9.2 With respect to any confidential information, the Developer obligations of
nondisclosure set forth above shall continue to apply to such information for as
long after the Agreement expires or terminates, as such information remains
confidential.
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10. PUBLIC RECORDS
The release of information by the City to the public is subject to Iowa Code Chapter 22 and
other applicable provisions of the law relating to the release of records in the possession
of the City. Developers are encouraged to familiarize themselves with these provisions
prior to submitting a proposal. All information submitted by a Developer may be treated
as public information by the City unless the Developer properly requests that information
be treated as confidential and cites to applicable open records exception, in which case
the City will notify the Developer of any pending public records requests to allow the
Developer to seek court protection. In the event the Developer marks each page of the
proposal as proprietary or confidential without adhering to the requirements of the
Section, the City may reject the proposal as noncompliant.
11. REGULATORY COMPLIANCE
The selected Developer shall be responsible for maintaining all regulatory compliance
associated with the proposed services. The selected Developer shall comply with all
applicable Federal, State, and local laws and ordinances. The selected Developer shall
protect and indemnify the City and its agents or employees against any claim or liability
arising from or based on the violation of any laws, ordinances, or regulations by the
selected Developer and by any subcontractors, agents, or employees.
12. EXECUTION OF AGREEMENT
12.1 City will notify the successful Developer. The notification of award will be
accompanied by the required number of unsigned counterparts of the agreement.
The successful Developer shall sign and deliver the required number of
counterparts of the agreement.
12.2 No proposal shall be considered binding upon the City until the agreement is
properly executed by both parties.
12.3 City shall deliver one fully signed copy of the agreement to the successful
Developer.
13. ASSIGNMENT
This agreement may not be assigned or transferred by any party without the prior written
consent of the other parties.
END OF SECTION
ITEM #: ____21_
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: FINAL PLAT FOR KINGSBURY’S FIFTH ADDITION
WITH SUPPLEMENTAL DEVELOPMENT AGREEMENT FOR
WAIVER OF CERTAIN STREET IMPROVEMENTS
BACKGROUND:
The City’s subdivision regulations are included in Chapter 23 of the Ames Municipal
Code. Once the applicant has completed the necessary requirements, including provision
of required public improvements or provision of financial security for their completion, a
“final plat application” may then be submitted for City Council approval. After City Council
approval of the final plat, it must then be recorded with the County Recorder to become
an officially recognized subdivision plat. The final plat must be found to conform to the
ordinances of the City and any conditions placed upon the preliminary plat approval.
Kingsbury’s Fifth Addition Subdivision is a 5.62-acre site on SE 3rd Street, just north and
east of Target located on what is currently Lot 1 of Kingsbury’s 4th Addition. (Location
map - Attachment A) The property owner, WW Holdings Corporation, is requesting
approval of a Final Plat creating 4 lots. (Lot Layout-Attachment B). At the time the
Kingsbury’s 4th Addition was approved, the City Council approved a development
agreement for partial waiver of infrastructure improvements for approximately 152 feet of
SE 3rd Street
A preliminary plat for the 5th Addition was approved on March 23, 2021. The
property owner proposes a supplemental development agreement in conjunction
with this Final Plat to continue the terms of partial waiver of public improvements
approved with the 4th Addition. The partial waiver reassigns the SE 3rd Street
improvements to proposed Lot 3 of the 5th Addition
The subject property is zoned Highway-Oriented Commercial (HOC). The largest
proposed lot is Lot 4 (2.95 acres) on the north side of the site abutting SE 2nd Street and
Kingsbury Avenue with Lots 1 (1.28 acres), Lot 2 (.71 acres) and Lot 3 (.68 acres) fronting
on SE 3rd Street. The owner plans development of a new Carwash on Lot 1. The other
lots do not have specified users.
Large portions of Lots 3 and 4 are located within the floodway fringe and any subsequent
development on the portions of these lots within the floodway fringe will require adherence
to floodplain development standards related to building elevation and protection.
All subdivisions require public improvements at the time of platting to serve proposed lots.
This subdivision would require completing paving of SE 3rd Street, sidewalks along 2nd
and 3rd Street, and a public water and sanitary sewer main to serve Lot 4. Appropriate
easements for water, sewer, and public utilities are shown on the Final Plat. The
developer proposes to make these improvements subject to the terms of the proposed
Subsequent Development Agreement for the 5th Addition.
SUBSEQUENT DEVELOPMENT AGREEMENT:
The City plans for a future extension of Cherry Avenue to the east of this site that includes
a future connection to SE 3rd Street as well as to SE 5th Street further to the south. In
recognition of this planned City street project, the property owner dedicated right-of-way
to the City and was granted a partial waiver of street improvements for 152-foot SE 3rd
Street extension so that it could be coordinated as a connection to the eventual City
extension of Cherry. The waiver stated that if the street was needed to meet development
requirements of Lot 1 in the 4th Addition, the developer must complete the paving if the
City had not yet extended SE 3rd Street.
Staff supported the original waiver of street paving in recognition that there are practical
difficulties in completing the extension of SE 3rd Street without a final design for Cherry
Avenue to match grades. This is an unusual circumstance where a developer is required
to construct a partial street extension at a time the City is planning a street improvement
project that includes the subject site. Conditions from the time of the 4th Addition’s
approval have not changed.
The street frontage improvements that were initially waived relate to the frontage of the
proposed Lot 3 of this final plat. Proposed Lot 3 is a 0.68 acre lot with approximately 153
feet of frontage on 3rd Street. The property owner proposes that the initial concept of
waived street improvements be reassigned to proposed Lot 3 of the 5th Addition.
The proposed supplemental agreement (Attachment D) is an update to the previous
agreement approved on May 12, 2020 and previously amended on August 24, 2020.
The original agreement and amendment delegated responsibility for extension of
the 152 feet of SE 3rd Street to the City or conditionally to the property owner based
upon whether the Cherry Street project occurred before or after the owner chooses
to develop on the portion of the property where the street is yet unbuilt and if
additional paved access was needed to serve the site.
The proposed supplemental agreement included with 5th Addition includes the following
provisions:
1. In the event the development of Lot 3 occurs and the City has not completed the
Cherry Avenue and SE 3rd extension, it is the obligation of the property owner to
complete the street improvements to support the development of Lot 3.
2. Sidewalk along SE 2nd will be deferred and installed by the Developer upon
development of Lot 4. Sidewalks along SE 3rd Street will be completed for Lots 1
and 2 per subdivision standards.
Staff is supportive of the partial sidewalk deferral due to the conditions along the
2nd Street frontage .
3. All previous agreements applying to the property to date will continue to apply and
they obligate the Developer to complete all other necessary public infrastructure
improvements as required by Chapter 23 subdivision standards.
The 4th Addition included a financial security related to this site for sidewalks and a
COSESCO of $17,315. The current estimated cost for public improvements, including
the water and sewer mains, but no paving of SE 3rd Street is $63,800. The applicant is
working to provide an updated financial security prior and public improvement agreement
prior to City Council approval of the Final Plat.
ALTERNATIVES:
1. The City Council can (A) approve the supplemental development agreement for the
partial waiver of the construction of SE 3rd Street paving and associated storm sewer
improvements and (B) approve the Final Plat for Kingsbury’s Fifth Addition Subdivision
with financial security for specified public improvements in the amount of $63,800.
2. The City Council can deny the Final Plat for Kingsbury’s Fifth Addition Subdivision, by
not approving the proposed waiver and development agreement or a finding that the
Final Plat does not meet the requirements of Section 23.302(10).
3. The City Council can defer action on this request to the next regular meeting and refer
it back to City staff and/or the applicant for additional information.
CITY MANAGER’S RECOMMENDED ACTION:
City staff has reviewed the proposed final plat and find it conforms to the requirements of
the Ames Subdivision Regulations and to the other adopted policies and ordinances of
the City.
The proposed supplemental development agreement follows the intent of previous
agreements and makes minor amendments based on the new lot configuration relative
to the unfinished portion of the street. All other public improvements must otherwise be
installed and paid for by the developer and according to City subdivision standards.
Therefore, it is the recommendation of the City Manager that the City Council act in
accordance with Alternative #1. Note that the owner must provided and updated security
in order to approve the Final Plat.
Attachment A- Location Map
Attachment B- Final Plat
Attachment C – Applicable Laws & Policies Pertaining to Final Plat Approval
Adopted laws and policies applicable to this case file include, but are not limited to, the
following:
Ames Municipal Code Section 23.302
Attachment D- Amended Agreement
Attachment D- Cont.
Attachment D- Cont.
Caring People Quality Programs Exceptional Service
515.239.5146 main
fax
Legal Department
To:
From:
Date:
Subject:
Staff is still working to finalize the lease agreement with Heartland Senior
Services for Heartland’s lease of the City’s property at 205 S. Walnut, and also
needs additional time for Heartland to review the lease agreement before the
Council considers it.
Therefore, staff is requesting that the public hearing be continued until the
February 8, 2022 City Council Meeting.
#
Item No. 22
1
ITEM: 23
DATE: 01/25/22
COUNCIL ACTION FORM
SUBJECT: TEXT AMENDMENT TO THE “PUD” PLANNED UNIT DEVELOPMENT
OVERLAY ZONING DISTRICT TO ADD A COMMERCIAL ALLOWANCE
BACKGROUND:
City Council considered a request from Steve Burgason of Ansley Ames Development
Group on August 24th to revise the limited commercial allowance within F-PRD zoning
districts for their future proposed development. (Attachment A) After discussion of the
request and options provided by staff, City Council gave direction to proceed with
changes to the Planned Unit Development Overlay standards rather than the F-PRD
standards. City Council was concerned about changes that could affect previously
approved F-PRDs compared to modify the recently recreated PUD Overlay zoning
district. City Council directed staff to set a limit of up to 35,000 square feet of floor
area within a PUD based upon the intent for such as use to be of a smaller scale
than planned commercial nodes as were described within the prior Land Use Policy
Plan.
The conceptual plan for Ansley includes over 200 housing units of various types and
some commercial development. The applicant desires to have no more than 18,000
square feet of commercial use. The applicant views the commercial as “neighborhood” in
scale even if the uses are not typical of such. The applicant also finds it to be a marketable
piece of the development overall, more so than trying to establish a commercial node or
district. The Burgason’ s desire to have commercial near the north edge of their property
if the proposed text amendment is approved. (Attachment B).
The proposed text amendment changes are shown in Attachment C. These changes
primarily address City Council’s direction, with one minor correction to a text error related
to parking that was part of the initial approval of the PUD Overlay ordinance. Although
this request was initiated in response to the future Ansley development proposal, the
proposed change would be applicable to all future PUD projects.
Proposed Text Changes:
1. Adding a section to Section (3) Establishment giving a means for evaluating the
purpose of adding commercial use to a PUD.
2. Clarifying Section (4) Effects of Approval, and (b) Permitted Uses to include
commercial uses.
3. Creating standards in Table 29.1114 (5) for commercial use that:
a. Include a maximum size (35,000 sq. ft.) and
b. Limit the allowable uses to those found in (Attachment D provides
itemized list of example uses):
i. Table 29.501(4)-2: Office Use (all uses) and
2
ii. Table 29.501(4)-3: Trade Use:
1. Entertainment, Restaurant, and Recreational Trade and
2. Retail Sales and Services – General
4. Correcting an error in Table 29.1114 (5) for parking in low- and moderate-income
multifamily developments.
5. Identifying basic design standards in Section (6) Compatibility Standards.
PLANNING AND ZONING COMMISSION RECOMMENDATION:
The Planning and Zoning Commission met on November 17, 2021, to consider the
proposed text amendment (Attachment C). The Commissioners voted 6-0-0 to
recommend that Council adopt the proposed PUD changes as written.
ALTERNATIVES:
1. Approve on first reading a text amendment to modify the PUD Overlay District
standards by allowing for a small commercial component to districts, as presented
in Attachment C.
2. Direct staff to prepare modifications to the proposed text amendment and return
for Council consideration at a later date.
3. Do not approve the proposed text amendment.
CITY MANAGER’S RECOMMENDED ACTION:
The PUD overlay standards do not currently allow any commercial activity if it is not a use
allowed within a base zone. Most of the City’s zoning districts separate commercial and
residential uses to address potential nuisance factors. The Zoning Ordinance, however,
was also crafted to encourage developments with mixed commercial and residential uses
in certain areas, such as “F-VR” Village Residential District. This zoning category was
conceived as containing a mix of uses, as seen today in the Somerset neighborhood. RH
zoning also allows for commercial in a mixed-use environment.
The PUD Overlay text change follows this pattern to allow for select commercial uses that
are likely compatible with their surroundings and could be integrated into a residential
development relatively easily. Commercial uses such as vehicle service facilities, gas
stations, wholesale trade, production/manufacturing uses, are examples of uses that are
excluded from being within a PUD.
The PUD zoning is discretionary: not every district will be required to have a commercial
component and those that do will be subject to Council approval (as will the whole district).
As such, staff does not anticipate a negative impact on future residential development.
The changes are intended to mirror the scale intended within PRDs that do not rise to the
level of an independent commercial node and the need for broader commercial zoning.
3
The proposed text changes in Attachment C address the ability of a PUD to be more
flexible in design. The changes do not alter the fact that PUD overlays are to be primarily
residential. The new language should help limited commercial development complement
the proposed neighborhoods.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative 1.
4
ADDENDUM
Ames Plan 2040:
The 2040 Ames Comprehensive Plan has among its guiding principles “Quality Urban
Experience” (Growth 4) and “Compatibility with Flexibility” (Land Use 2).
Points of emphasis for Quality Urban Experience include:
“provide public spaces that promote positive interaction and private amenity spaces that
support social engagement and interaction” (G4-1) and
“incorporate activity centers like neighborhood commercial development or include
placemaking features to add character and interest to new development” (G4-2).
The proposed change to allow for limited commercial is generally consistent with these
concepts as it can create an engaging social environment and interest to a development,
but it would not rise to the level of a large “activity center” as shown on the future land
use map for the larger growth areas of the City. Allowing for limited commercial in a PUD
will not undermine the intent of the larger activity centers concept.
Points of emphasis for Land Use include:
“mixed use, mixed density neighborhoods with a high degree of connectedness and an
orientation to pedestrian and bicycle scale” (RN-4).
With the proposed language of the text amendment the PUD allowance by its nature
supports this goal and future commercial uses are intended to fit within the
connectedness intent of the Comprehensive Plan.
5
Attachment A
Request to Council
6
7
Attachment B
Location Map of Ansley
8
Attachment C
Proposed Text Changes for Planned Unit Development Overlay Districts
Staff proposes the following changes to the Zoning Ordinance. Text to be removed is struck-
through. Text to be added is underlined.
Sec. 29.1114 “PUD” PLANNED UNIT DEVELOPMENT OVERLAY DISTRICT
(1) Purpose. The Planned Unit Development (PUD) Overlay zone is intended to allow
flexibility in Zoning District and General Standards where design flexibility helps further
the goals of the Comprehensive Plan and is compatible with its surroundings. The PUD
zone is intended to:
(a) Provide for innovative and imaginative development through flexibility in the
design, placement of buildings, clustering of housing types, use of open space, and
related site and architectural design considerations;
(b) Increase the stock of diverse housing types for a variety of income levels;
(c) Promote efficient land use and infrastructure construction, while maintaining high-
quality living environments for privacy, architectural interest, streetscape,
walkability, and open spaces for private and common use;
(d) Provide for a variety of private and common open space areas corresponding to
smaller lot sizes along with additional amenities for larger developments;
(e) Encourage and preserve opportunities for energy efficient development; and
(f) Encourage context-sensitive infill development.
(2) Pre-Application Conference. Prior to submittal of an application to rezone property to
Planned Unit Development Overlay, a pre-application conference shall be held with the
developer and Department of Planning and Housing staff to review the application. Neither
the developer nor the City shall be bound by any comments, determination, or decisions of
City staff offered or made during the pre-application conference. The following
information shall be submitted with the application:
(a) Name of the applicant and name of the owner of record.
(b) Tax parcel identification number.
(c) North arrow, graphic scale, and date.
(d) Existing conditions within the proposed zoning boundary and within 200 feet of the
proposed zoning boundary: Project boundary; all internal property boundaries;
public rights-of-way on and adjacent to the site; utilities; easements; existing
structures; topography (contours at two-foot intervals); areas of different vegetation
types; designated wetlands; floodplain and floodway boundaries; and other
designated environmentally sensitive areas.
(e) Conceptual infrastructure extensions, open space, and stormwater treatment areas.
(f) A summary table describing all uses of the total site area, including the number of
units per net acre for each unit type and each zoning area.
(g) Conceptual building design character and any planned deviations from Zoning
District standards.
9
(3) Establishment. The PUD Overlay zone applies to all lands that are zoned PUD on the
Zoning Map. A Zoning Map Amendment may be approved provided the City Council
makes the following findings:
(a) The Zoning District and Overlay are consistent with the comprehensive plan.
(b) The property on which the PUD is requested has a residential zoning of RL, RM,
UCRM, RH, FS-RL, FS-RM, S-SMD, or is concurrently proposed to be changed
to one of these Zoning Districts.
(c) The design and use of the commercial area is compatible with the overall PUD
design concept and integrated into the development.
(c)(d) The existing and proposed infrastructure is sufficient in design and capacity to
support the project with water, sanitary sewer, storm drainage, streets and other
transportation related facilities.
(d)(e) The PUD Master Plan includes interconnected pedestrian and bicycle circulation
routes to the surrounding areas and within the development.
(e)(f) The proposed PUD Master Plan is consistent with the requirements of this
ordinance and all deviations, exceptions, and limitations stated on the Master Plan
are clear, identifiable, and necessary in support of the design concept and the
purpose statements of the overlay.
(f)(g) The proposed PUD Master Plan is in harmony with the purpose of the overlay.
(g)(h) Findings for approval of a Master Plan with a PUD Overlay rezoning may be
deferred, when the City Council initiates a property rezoning.
(4) Effects of Approval.
(a) Master Plan. Subsequent development must be consistent with the approved Master
Plan. Subsequent development is subject to a Major Site Development Plan
approval for any and all uses, unless specifically delegated by the City Council to
the Planning and Housing Director as part of the Master Plan approval. The City
Council may also require a design description or illustrated design guidelines to
convey the intended character of the development and to administer subsequent
permitting within the PUD for such things as landscape features, signage, and
structures.
(b) Permitted Uses. Land, buildings, and structures may be used only for the purposes
identified within the Zoning District use regulations, unless limited or authorized
as additional uses (including accessory dwelling units and commercial uses) by the
PUD Master Plan.
(c) Building / Zoning Permits. Subsequent to the PUD Overlay approval, development
of the property is subject to all provisions of the Ames Municipal Code, including,
but not limited to, requirements to proceed with preparation of Preliminary and
Final Plats, Zoning Permits, Site Development Plans, Special Use Permits, Building
Permits, and other types of permits required by local, state, or federal law for the
improvement or development of the land.
(d) Phasing. Development of the site may occur in phases, as approved by the City
Council with a Major Subdivision or as indicated on the approved Major Site
Development Plan. Any change to the approved Phasing Plan must be approved by
the City Council.
(5) Supplemental Development Standards. Property that is zoned PUD shall be developed in
accordance with the Zone Supplemental Development Standards listed in Table 29.1114(5)
below:
10
Table 29.1114 (5)
Planned Unit Development Overlay District (PUD)
Supplemental Development Standards
DEVELOPMENT
Area Requirement Minimum area of two acres or more, except when
environmentally sensitive areas, natural features, or scenic assets
Where a development encompasses more than one zoning district,
each area of the PUD development shall comply with the density
requirements that are set by the zone for that area. Density
transfer is not permitted.
Developments with a minimum of 10% affordable housing units
made available for sale or rent to moderate or low-income
households as defined by the Federal Housing and Urban
Development Department (HUD) for the City of Ames, may
include a density bonus of 15% rounding up to the next whole
unit, or one (1) dwelling unit, whichever is greater. An affordable
housing plan and binding agreement for maintaining affordability
the following:
1. A maximum of 35,000 square feet of floor area; and
2. Allowable uses listed in:
a. Table 29.501(4)-2: Office Use Categories; and/or
b. Table 29.501(4)-3: Trade Use Categories
i. Entertainment, Restaurant, and
Recreational Trade; and/or
Width / Frontage from the Zoning District and General Standards as long as the lots
are sized to accommodate the required development standards of
this chapter and comply with the compatibility standards of
Section 29.1114(6). All lots must have approved access to a
Accessory Building
Setbacks and Lot
Coverage
from the underlying zoning district requirement if the
compatibility conditions of Section 29.1114(6) are met. Setbacks
at the perimeter of the Overlay may not be reduced along an
11
justifying a reduction. Reduced setbacks must be identified on the
Master Plan.
Setback encroachments and exceptions will not apply to reduced
yards unless authorized by the PUD.
Garage access shall be a minimum setback of 20 feet when
accessed from a public street. Reduced setbacks may be permitted
Minimum Landscaped
Area
Chapter, unless approved as an Alternative Design. Each
development shall include space for the planting and subsequent
maturity of street trees. Reduced setbacks shall not encroach upon
these defined locations for street trees and other landscape trees.
A street tree plan illustrating the location of trees along with
proposed building footprint and driveway areas must be approved
Principal Building within 100 feet of an abutting lot of a different residential zone or
however, required parking locations may be approved by the City
Council in common areas or on a street within the boundaries of
the PUD. Affordable housing for low- and moderate-income
households may have parking reduced so that an apartment
dwelling unit only requires a maximum of two parking spaces
regardless of bedroom count per unit. to a maximum of two
Improvements improvements, park dedication, and electric facilities shall be
installed in compliance with the subdivision regulations of the
City and shall meet the construction specifications of the City.
Private streets (if included) must comply with provisions of the
and Amenities open space. The intended purpose of the proposed open space
must be set forth in the plan. The land provided for common open
space must be improved for its intended purpose, and readily
accessible to residents. Provide for the ownership and
maintenance of the common open space. Phasing of
improvements shall be clearly described in the development plans
and may be required to be set forth in a legally binding
instrument.
Clubhouse, roof deck patios, and similar community amenities
may be credited toward the open space requirement.
12
Developments exceeding 50 dwelling units shall provide for
usable open space and amenities to serve the residents of the
development which may include a combination of common area
and private usable yard areas located outside front yard setbacks.
Development of medium and high-density developments may be
exempt from providing common open space area when
recreational amenities, such as clubhouses, pools, or sport courts,
streets with block faces that do not exceed 660 feet within the
development. Where practicable, block lengths are encouraged to
be 500 feet or less. Block faces may exceed 660 feet where
physical or environmental conditions preclude a more
interconnected street network. Use of cul-de-sacs and dead-end
streets shall also be limited to these situations.
When blocks exceed 600 feet, the PUD shall accommodate
pedestrian crossings, walkway connections through a block, or
other means of enhancing the pedestrian circulation system for
interconnectedness.
Use of alleys, off-site parking, or other shared access means is
desirable to maintain a consistent street frontage with minimal
interruptions by driveways to street trees, lighting, on-street
parking, and sidewalks as well as providing opportunities for
(6) Compatibility Standards. Minimum lot area, lot width, lot frontage, setback, and maximum
site coverage requirements may be reduced to provide for a variety of dwelling types. Any
such modification to the Zoning District requirements must be noted on the Master Plan.
Due to the concentration of dwelling units that will occur if these dimensional requirements
are reduced, the following compatibility standards are required:
(a) Garages and Driveways. Garages and off-street parking areas must be located so
that they do not define the front façade of the dwelling. This standard is met when
a garage does not protrude forward from the front façade.
The development must include adequate right-of-way and driveway spacing to
accommodate parking and street trees. The width of driveways may need to be
reduced and garages setback an adequate distance to accommodate these elements.
Shared driveways are encouraged to address street design goals. Alley or private
rear lane access is also an option.
(b) Entrances. Main entrances to dwelling units must be clearly identifiable and
accessible to the owner and visitors. The main entrance must be demarcated by one
of the following: covered porch or stoop; sidelight windows; or other significant
architectural treatment that emphasizes main entrances. Main entrances shall be
directly connected to the pedestrian circulation system of the development.
13
(c) Massing. Multi-family buildings proposed abutting single-family and or two-
family buildings should be of a scale, massing, window proportions, and
architectural style that is compatible with abutting lower density residential
development.
(d) Commercial. Commercial buildings shall have main entrances that are clearly
identifiable and accessible. The buildings will be oriented towards the street or
towards a pedestrian/bicycle corridor.
(7) Other Conditions. Other conditions may be imposed if found necessary for health, safety,
and general welfare. Such conditions include, but are not limited to, the following:
(a) Future Development. Provide for future development in a manner that does not
impede the continued use or development of surrounding properties for uses
permitted within the Zoning District or planned for in the comprehensive plan;
(b) Existing Trees. The preservation of existing trees shall be considered when siting
buildings, underground services, and paved areas;
(c) Landscape Buffering. Landscape buffering may be required to maintain privacy or
reduce unusual impacts of noise, light, or height on adjoining properties; and
(d) Infill Compatibility. The design of the PUD is compatible with its surroundings
and/or complementary to adjacent development.
(8) Minor Changes. Minor changes to the approved Master Plan and subsequent Site
Development Plan may occur after a determination by the Department of Planning and
Housing staff that the proposed changes are minor in nature, and revised plans have been
provided for purposes of keeping the Site Development Plan Major current. However, the
Planning Director may refer any change to the City Council for approval. A minor change
is defined as a change that satisfies all of the following criteria:
(a) Does not constitute a change in the land use of the project;
(b) Does not change the overall general layout and design of buildings, open spaces,
landscaping, parking, and circulation;
(c) Does not change the number of buildings or the number of dwelling types by more
than 10%;
(d) Does not increase the density of units in the project or the intensity of use as related
to parking requirements, i.e., floor area of use and bedroom counts, by more than
three parking spaces;
(e) Does not allow an increase in the height of a building or grading of the site by more
than two feet in total. Any height increase must not allow additional stories;
(f) Does not exceed the allowed deviation or exception to zoning standards; and does
not remove or reduce the quality of architectural character, design features, or use
of high-quality building and roofing materials at the time of initial construction.
14
Attachment D- Zoning Ordinance
ARTICLE V EXERPT OF ALLOWABLE USE REFERNCES
Table 29.501(4)-2
OFFICE USE CATEGORIES
Definition. Activities conducted in an office setting and primarily focusing on administrative,
business, government, professional, medical, or financial services. Contractors and others who
perform services off-site are included in this Use Category if equipment and materials are not
stored on the site and fabrication, services, or similar work is not carried on at the site.
Exception: Offices that are part of and are located with a firm in another category are considered
accessory to the firm’s primary activity.
Uses Included
− Office uses such as:
Banking and bank-related services
Brokerage houses
Data processing centers
Government offices
Insurance services
Lenders and credit services
Public utility offices
Real estate and related services
Sales offices
General office uses
Medical and dental clinics, laboratories and offices
− Professional service offices such as:
Accountants
Architects
Engineers
Lawyers
− Televisions and radio studios
Accessory Uses
Cafeterias, health facilities, and other amenities primarily for the use of employees or visitors of
the firm or building
15
Table 29.501(4)-3
TRADE USE CATEGORIES
Automotive and Marine Craft Trade*
* USES NOT INCLUDED
Entertainment, Restaurant and Recreational Trade
Definition. Facilities providing entertainment or recreation services and eating and drinking
establishments.
Uses Included
− Banquet halls
− Bars and taverns
− Billiards and pool halls
− Bowling alleys
− Catering establishments
− Exhibition and meeting areas (20,000 sf or less)
− Game arcades
− Health clubs and gyms
− Ice or roller skating rinks
− Indoor firing ranges
− Lodges and social clubs
− Membership clubs
− Movie theaters
− Restaurants, cafes, delicatessens (with seating areas)
− Swimming pools
− Tennis courts
− Theaters
Accessory Uses
Offices and storage of food and alcohol
Retail Sales and Services – General
Definition. Uses that involve the sale, lease or rental of new or used consumer products, including
prepared foods, to the general public and uses providing services involving predominantly personal
or business services, including repair of consumer and business goods.
Exceptions: Lumber yards and other building material sales facilities that sell primarily to
contractors and do not have a retail orientation are classified as Wholesale Trade. Sales, rental, or
leasing of heavy trucks and equipment is classified as Wholesale Trade. Uses for the repair and
service of consumer motor vehicles, motorcycles, and light and medium trucks are classified as
Vehicle Service Facilities. Repair and service of industrial vehicles and equipment, and heavy
trucks is classified as Industrial Service.
16
Uses Included
Retail Sales:
Stores selling, leasing, or renting consumer, home, and business goods including:
− Antiques
− Appliances
− Art
− Art supplies
− Automobile supplies (no services)
− Bicycles and Motorized Bicycles
− Books and printed material
− Clothing
− Computer hardware and software sales and service
− Convenience Store
− Dry goods
− Electronic equipment
− Fabric
− Furniture
− Garden supplies
− Gifts
− Groceries
− Hardware
− Home improvements
− Household products
− Jewelry
− Music supplies
− Newspaper distribution
− Office machines
− Package liquor
− Pets
− Pet food
− Pharmaceuticals
− Plants and flowers
− Shoes
− Sporting goods
− Stationery
− Tobacco products
− Toys
− Video
Food sales (not including seating areas):
− Bakeries
− Candy
− Delicatessens
17
Retail Personal, Business and Repair Services:
− Animal grooming salons
− Blueprinting and photocopying services
− Branch banks
− Business and commercial trade schools
− Business and management consulting services
− Dance or music schools
− Dry cleaning collection and distribution centers
− Emergency medical care facilities
− Employment agencies
− Hair, tanning, and personal care services
− Kennels
− Laundromats
− Locksmiths
− Martial arts instruction
− Office equipment rental
− Photo drop-off
− Photographic studios
− Quick printing
− Recycling drop-off
− Scientific and professional instrument repair
− Sign making
− Tailors
− Television, bicycle, motorized bicycle, clock, watch, shoe, gun, appliance and office
equipment repair
− Upholsterers
− Veterinarian offices
Accessory Uses
Offices and storage of goods, and manufacture or repackaging of goods for on-site sale
Wholesale Trade*
Definition. Uses that involve the sale, lease, or rental of products primarily intended for industrial,
institutional, or commercial businesses. Uses emphasize on-site or order-taking and often include display
areas. Businesses may or may not be open to the general public, but sales to the general public are limited.
Products may be picked up on-site or delivered to the customer.
* USES NOT INCLUDED
Table 29.501(4)-7 MISCELLANEOUS USE CATEGORIES
NOT INCLUDED
ORDINANCE NO.
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE
CITY OF AMES, IOWA, BY AMENDING SECTION 29.1114
THEREOF, FOR THE PURPOSE OF ALLOWING
COMMERCIAL USES IN PLANNED UNIT DEVELOPMENT
OVERLAY DISTRICTS; 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 29.1114 as follows:
Sec. 29.1114 “PUD” PLANNED UNIT DEVELOPMENT OVERLAY DISTRICT
. . .
(3)Establishment. The PUD Overlay zone applies to all lands that are zoned PUD on the Zoning Map.
A Zoning Map Amendment may be approved provided the City Council makes the following
findings:
. . .
(c)The design of the commercial area is compatible with the overall PUD design concept and
integrated into the development.
(d)(c) The existing and proposed infrastructure is sufficient in design and capacity to support the
project with water, sanitary sewer, storm drainage, streets and other transportation related
facilities.
(e)(d) The PUD Master Plan includes interconnected pedestrian and bicycle circulation routes to
the surrounding areas and within the development.
(f)(e) The proposed PUD Master Plan is consistent with the requirements of this ordinance and
all deviations, exceptions, and limitations stated on the Master Plan are clear, identifiable,
and necessary in support of the design concept and the purpose statements of the overlay.
(g)(f) The proposed PUD Master Plan is in harmony with the purpose of the overlay.
(h)(g) Findings for approval of a Master Plan with a PUD Overlay rezoning may be deferred,
when the City Council initiates a property rezoning.
. . .
(4)Effects of Approval
. . .
b.Permitted Uses. Land, buildings, and structures may be used only for the purposes
identified within the Zoning District use regulations, unless limited or authorized as
additional uses (including accessory dwelling units and commercial uses) by the PUD
Master Plan.
. . .
(5)Supplemental Development Standards. Property that is zoned PUD shall be developed in accordance
with the Zone Supplemental Development Standards listed in Table 29.1114(5) below:
Table 29.1114 (5)
Planned Unit Development Overlay District (PUD)
Supplemental Development Standards
SUPPLEMENTAL
DEVELOPMENT
STANDARDS
PUD ZONE
. . .. . .
Density . . .
Commercial Use A PUD may have a commercial component that complies with the
following:
1.A maximum of 35,000 square feet of floor area; and
2.Allowable uses listed in:
a.Table 29.501(4)-2: Office Use Categories; and/or
b.Table 29.501(4)-3: Trade Use Categories
Entertainment, Restaurant, and Recreational Trade;
and/or
Retail Sales and Services –General
Minimum Lot Area /
Width / Frontage . . .
. . .. . .
Parking Requirements Parking spaces shall be provided as prescribed by this chapter; however,
required parking locations may be approved by the City Council in
common areas or on a street within the boundaries of the PUD. Affordable
housing for low- and moderate-income households may have parking
reduced so that an apartment dwelling unit only requires a maximum of
two parking spaces regardless of bedroom count per unit to a maximum of
two parking spaces per apartment unit.
. . .. . .
(6)Compatibility Standards. Minimum lot area, lot width, lot frontage, setback, and maximum site
coverage requirements may be reduced to provide for a variety of dwelling types. Any such
modification to the Zoning District requirements must be noted on the Master Plan.
Due to the concentration of dwelling units that will occur if these dimensional requirements are
reduced, the following compatibility standards are required:
. . .
(d)Commercial. Commercial buildings shall have main entrances that are clearly identifiable
and accessible. The buildings will be oriented towards the street or towards a
pedestrian/bicycle corridor.
. . .”
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 , .
_____________________________________________________________________________
Diane R. Voss, City Clerk John A. Haila, Mayor
ITEM#: 24
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2021/2022 PAVEMENT RESTORATION – SLURRY SEAL PROGRAM
BACKGROUND:
The Slurry Seal Program is an annual program applying a wide variety of preventative
and proactive maintenance techniques to preserve and enhance street pavements.
The techniques in this program are typically more specialized or larger in scope than can
be performed with City maintenance staff. Goals of the Slurry Seal Program are to level
joints and provide a new thin wearing surface for traffic, predominately on residential
streets with the disruption to residents typically no more than one day.
On January 19, 2022, bids were received as follows:
Bidder
Engineer’s estimate $265,325.00
Fort Dodge Asphalt Company
There is $250,000 of Road Use Tax f unding allocated to this program annually in the
Capital Improvement Plan, which along with carryover savings, provides $326,632 in
total funds available for the project. Remaining revenue will be utilized for other
pavement restoration priorities.
ALTERNATIVES:
1. a. Accept the report of bids for the 2021/22 Pavement Restoration – Slurry Seal
Program.
b. Approve the final plans and specification for this project.
c. Award the 2021/22 Pavement Restoration – Slurry Seal Program to Fort Dodge
Asphalt Company of Fort Dodge, IA in the amount of $255,733.75
2. Direct staff to make changes to this project.
CITY MANAGER’S RECOMMENDED ACTION:
This project, at several locations across the community, will repair and extend the
lifespan of the streets and provide a better travelling experience for users of the corridors
and for those living in the neighborhoods.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as noted above.
ITEM # 25
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2020/21 CITY HALL PARKING LOT EXPANSION
BACKGROUND:
As part of the Downtown Plaza project, the existing parking in Municipal Lot N needed
to be replaced. Therefore, City Council authorized funding in the amount of $700,000 to
construct a new parking lot along 6th Street and add parking spaces in front of City Hall
along Clark Avenue.
On January 19, 2022, bids were received for this project as follows:
Bidder Total Bid
Engineer’s estimate $242,289.50
All Star Concrete LLC $306,300.56
Pillar Inc. $306,402.50
GTG Construction $334,328.45
Concrete Professionals $335,329.10
TK Concrete, Inc. $368,076.00
The revenues and expenses for this project are as follows:
Revenues Expenses
Total $550,000 Total $548,445.17
Note: Of the $700,000 allocated for these improvements, $150,000 has been moved to
the Plaza project to add parking spaces in front of City Hall along Clark Avenue, leaving
$550,00 to fund the new City Hall parking lot.
ALTERNATIVES:
1a. Accept the report of bids for the FY 2020/21 City Hall Parking Lot Expansion project.
b. Approve the final plans and specifications for this project.
c. Award the FY 2020/21 City Hall Parking Lot Expansion project to All Star Concrete
LLC of Johnston, Iowa in the amount of $306,300.56.
2. Award the contract to one of the other bidders.
3. Do not proceed with this project
CITY MANAGER'S RECOMMENDED ACTION:
Proceeding with this project will make it possible to move forward with the parking lot
expansion. Therefore, it is the recommendation of the City Manager that the City
Council adopt Alternative No. 1a-c, as described above.
ITEM#: 26
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2021/22 ASPHALT STREET PAVEMENT IMPROVEMENTS – OPAL DR
(JEWEL DR TO CRYSTAL ST), OPAL CIR, HARCOURT DR (GARNET
DR TO JEWEL DR), TURQUOISE CIR, AND TOP-O-HOLLOW RD
(BLOOMINGTON RD TO DAWES DR)
BACKGROUND:
This is the annual program for reconstruction or rehabilitation of asphalt streets, typically
located with residential neighborhoods. Rehabilitation of existing asphalt streets is
possible where the base asphalt layer is solid, but the surface course has failed. Full-
depth replacement of these streets is necessary in cases of structural pavement failure.
This project is in the areas of Opal Dr, Opal Cir, Harcourt Dr, Turquoise Cir, and
Top-O-Hollow Rd.
During design phase, the plans were prepared following the Complete Street Plan.
On September 28, 2021, City Council directed staff to complete the project design
with no new sidewalk infill because connectivity is provided utilizing existing
sidewalks.
On January 19, 2022, bids for the project were received as follows:
Bidder Base Bid
Amount
Engineer’s estimate $ 1,913,753.30
Manatt’s Inc. $ 2,133,380.02
InRoads LLC $ 2,156,382.48
Revenues and expenses for this project are estimated as follows:
Source/Activity Available
Revenue
Estimated
Expenses
Construction
$2,133,380.02
TOTAL $ 2,515,000 $2,453,380.02
ALTERNATIVES:
1. a. Accept the report of bids for the 2021/22 Asphalt Street Pavement
Improvements – (Opal Dr, Opal Cir, Harcourt Dr, Turquoise Cir, and Top-O-Hollow
Rd) project.
b. Approve the final plans and specifications for this project.
c. Award the 2021/22 Asphalt Street Pavement Improvements – (Opal Dr, Opal Cir,
Harcourt Dr, Turquoise Cir, and Top-O-Hollow Rd) project to Manatt’s Inc. of
Ames, Iowa, in the amount of $2,133,380.02.
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 lower street maintenance costs, improve area drainage, and provide a better
neighborhood aesthetic.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as noted above.
ITEM#: 27
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2021/22 SEAL COAT STREET PAVEMENT IMPROVEMENTS –
(STAFFORD AVE – E 13TH ST TO SOUTH END)
BACKGROUND:
This is the annual program for removal of built-up seal coat from streets and replacement
with asphalt surface. This program restores surface texture, corrects structural
deficiencies, removes built-up seal coat, and prevents deterioration of various streets.
This resurfacing process results in better riding surfaces, increased safety with improved
surface texture, and increased life expectancy of streets.
This project on Stafford Ave includes replacing existing street pavement with 7”
asphalt, upgrading pedestrian facilities to meet the current federal regulations,
repairing storm/sanitary sewers, and replacing the existing 4” water main with a
new 8” water main. All the streets in this project have existing sidewalk on both side of
the street.
On January 19, 2022, bids for the project were received as follows:
Bidder Base Bid
Amount
Engineer’s estimate $1,026,322.50
Manatt’s Inc. $ 990,785.14
Two bids were deemed non-responsive for improperly filling out the Form of Bid
Revenue and expenses associated with this program are estimated as follows:
Available
Revenue
Estimated
Expenses
ALTERNATIVES:
1. a. Accept the report of bids for the 2021/22 Seal Coat Street Pavement
Improvement (Stafford Ave – E 13th St to South End) project.
b. Approve the final plans and specifications for this project.
c. Award the 2021/22 Seal Coat Street Pavement Improvement (Stafford Ave 0 E
13th St to South End) project to Manatt’s Inc. of Ames, Iowa, in the amount of
$990,785.14.
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 lower street maintenance costs, improve area drainage, and provide a better
neighborhood aesthetic.
Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as noted above.
ITEM # 28
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2021/22 TRAFFIC SIGNAL PROGRAM (UNIVERSITY BLVD & SOUTH
FOURTH STREET)
BACKGROUND:
The annual Traffic Signal Program provides for replacing older traffic signals and for
constructing new traffic signals. This will result in improved visibility, reliability, and
appearance of signals. This program also provides for maintenance needs as well as
traffic signal system upgrades as technology advances.
In recent years, improvements have included using video detection instead of in-
pavement loop detection systems that had previously been used and frequently failed.
Another advantage of the video detection system is that it detects bicycles in addition
to vehicles. This project includes traffic signal and pedestrian ramp improvements
at the intersection of University Boulevard and South Fourth Street.
On January 19, 2022, bids were received for this project as follows:
Bidder Total Bid
Engineer’s estimate $247,323.75
K&W Electric, Inc. $299,446.15
The revenues and expenses for this project are as follows:
Revenues Expenses
Total $459,000 Total $449,565.41
ALTERNATIVES:
1a. Accept the report of bids for the 2021/22 Traffic Signal Program (University Blvd &
South Fourth Street) project.
b. Approve the final plans and specifications for this project.
c. Award the 2021/22 Traffic Signal Program (University Blvd & South Fourth Street)
project to Voltmer, Inc. of Decorah, Iowa in the amount of $293,231.41.
2. Award the contract to one of the other bidders.
3. Do not proceed with this project
CITY MANAGER'S RECOMMENDED ACTION:
Proceeding with this project will make it possible to improve an aging traffic signal for
residents using this intersection. Therefore, it is the recommendation of the City
Manager that the City Council adopt Alternative No. 1, as described above.
ITEM # 29
DATE: 01-25-22
COUNCIL ACTION FORM
SUBJECT: 2020/21 SOUTH DAYTON IMPROVEMENTS
BACKGROUND:
The South Dayton Gateway area of Ames has seen an increase in congestion over the
last several years. Economic growth in the South Bell Ave industrial district, as well as
along SE 16th St, has contributed to this congestion. The completion of the northbound
to westbound fly-over bridge at the Interstate 35/US 30 interchange has made mitigating
the congestion on South Dayton Ave a priority in order to avoid impact on US 30.
To address this congestion, capacity improvements are needed at the SE 16th Street
and South Dayton Avenue intersection as well as signalizing the ramp terminals at the
South Dayton Avenue and US 30 interchange.
On January 19, 2022, bids were received for this project as follows:
Bidder Total Bid
Engineer’s estimate $721,875.21
Con-Struct, Inc. $710,775.00
Absolute Concrete, Inc. $769,068.40
The revenues and expenses for this project are as follows:
Revenues Expenses
Total $1,125,000 Total $1,068,017.03
ALTERNATIVES:
1a. Accept the report of bids for the 2020/21 South Dayton Improvements project.
b. Approve the final plans and specifications for this project.
c. Award the 2020/21 South Dayton Improvements project to All Star Concrete LLC of
Johnston, Iowa in the amount of $696,037.03.
2. Award the contract to one of the other bidders.
3. Do not proceed with this project
CITY MANAGER'S RECOMMENDED ACTION:
Proceeding with this project will make it possible to increase safety and improve
operational efficiency of three intersections for residents. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1, as
described above.
Caring People Quality Programs Exceptional Service
515.239.5146 main
fax
Legal Department
To:
From:
Date:
Subject:
The Iowa Secretary of State’s office conducts a detailed review of all city
ordinances establishing new wards and precincts created after the decennial
census. The City’s new ordinance was adopted on December 21, 2021 and was
submitted to the Secretary of State on January 3, 2022. On January 12, 2022,
Secretary of State’s office contacted the City Attorney and noted one line in the
ordinance where it read that the boundary was to go to the west, when it should
have said east.
Legal and Planning staff reviewed that proposed correction and determined that
the Secretary of State’s office was correct.
The error is in Precinct 19, in the Fourth Ward. To show you where the error
is, I have underlined the word “west” which needs to be changed to “east”:
Sec. 6.11. FOURTH WARD VOTING PRECINCTS.
The Fourth Ward is divided into voting precincts as follows:
(1)Fourth Ward, Precinct No. 19 Described.
The area bounded by the following points, proceeding generally in a clockwise manner:
Beginning at the intersection of the centerlines of Lincoln Way and N. University
Boulevard/University Boulevard;
Thence west along the centerline of Lincoln Way to the centerline of Union Drive.
Thence north along the centerline of Union Drive to the channel of College Creek;
Thence west along the channel of College Creek to the centerline of N. University Boulevard;
Thence south along the centerline of N. University Boulevard to the centerline of Lincoln Way
and the point of beginning
Item No. 30
The attached ordinance corrects this error. Staff is recommending that
the Council adopt this ordinance, and is requesting that the Council
suspend the rules and do all three readings in this Council meeting, to
facilitate sending the correction to the Secretary of State for approval.
#
ORDINANCE NO.
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE CITY OF
AMES, IOWA, FOR THE PURPOSE OF ESTABLISHING AND DESCRIBING
WARDS AND PRECINCTS FOLLOWING THE 2020 DECENNIAL CENSUS
AND AFTER REDISTRICTING OF CONGRESSIONAL AND LEGISLATIVE
DISTRICTS, BY REPEALING SECTION 6.11(1) AND ENACTING NEW
SECTION 6.11(1) THEREOF, REPEALING ANY AND ALL ORDINANCES OR
PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT OF SUCH
CONFLICT; AND ESTABLISHING AN EFFECTIVE DATE.
BE IT ENACTED, by the City Council for the City of Ames, Iowa, that:
Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is
hereby amended by repealing Section 6.11(1). Enacting New Sections 6.11(1) as follows:
. . .
Sec. 6.11. FOURTH WARD VOTING PRECINCTS.
The Fourth Ward is divided into voting precincts as follows:
(1) Fourth Ward, Precinct No. 19 Described.
The area bounded by the following points, proceeding generally in a clockwise manner:
Beginning at the intersection of the centerlines of Lincoln Way and N. University
Boulevard/University Boulevard;
Thence west along the centerline of Lincoln Way to the centerline of Union Drive.
Thence north along the centerline of Union Drive to the channel of College Creek;
Thence east along the channel of College Creek to the centerline of N. University Boulevard;
Thence south along the centerline of N. University Boulevard to the centerline of Lincoln Way
and the point of beginning.
. . .
Section Two. All ordinances, or parts of ordinances, in conflict herewith are hereby
repealed to the extent of such conflict, if any.
Section Three. This ordinance shall be in full force and effect for city elections
occurring after January 15, 2022, after its final passage, approval, and publication as provided by
law.
Passed this day of , .
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Diane R. Voss, City Clerk John A. Haila, Mayor