HomeMy WebLinkAbout~Master - September 9, 2025, Regular Meeting of the Ames City Council1.Motion approving payment of claims
2.Motion approving Report of Change Orders for period of August 16-31, 2025
3.Motion approving Summary of Minutes of the Regular City Council Meeting on August 26,
2025, and Special City Council Meeting on September 3, 2025
4.Motion approving Civil Service Candidates
5.Motion approving new Class E Retail Alcohol License - MEGA SAVER, 3111 S Duff,
effective October 1, 2025
6.Motion approving the renewal of the following Beer Permits, Wine Permits & Liquor
Licenses:
a. Kum & Go #0217, 3111 S. Duff Avenue, Class E Retail Alcohol License
b. Lalo's Liquor Store Inc, 809 Wheeler Street #105, Class E Retail Alcohol License
c. Dollar General Store #22303 3407 Lincoln Way, Class B Retail Alcohol License
d. AJ's Ultra Lounge, 2401 Chamberlain Street, Class C Retail Alcohol License with
Outdoor Service, Pending Dramshop Review
e. Neighborhood Liquor Mart, 3505 Lincoln Way Ste 105, Class E Retail Alcohol
License
7.Motion approving revisions to City's Street Banner Policy
8.Motion authorizing the Mayor to sign a Certificate of Consistency with the 2024-2028 City
of Ames CDBG Consolidated Plan on behalf of YSS for renewal funding under the State
of Iowa Emergency Solutions Grant (ESG) and Shelter Assistance Fund (SAF)
Programs
9.Resolution approving request from Fitness Sports Ames for modified road closures for
Turkey Trot on November 27, 2025
10.Resolution waiving enforcement of Section 19.9 of Ames Municipal Code from 4:00 p.m.
to 8:00 p.m. on Saturday, June 27, 2026, and from 3:30 a.m. to 1:00 p.m. on Sunday,
June 28, 2026, to allow Iowa Multisport, LLC., to utilize two motorized golf carts or similar
type vehicles on the Ada Hayden Heritage Park Trails for the Ames Triathlon
11.Resolution accepting FAA Airport Improvement Program (AIP) Grant Agreement - Airport
Airside Improvements (Runway 01-19 Reconstruction)
12.Resolution setting September 23, 2025, as date of public hearing for Digital Billboard
AGENDA
REGULAR MEETING OF THE AMES CITY COUNCIL
COUNCIL CHAMBERS - CITY HALL
SEPTEMBER 9, 2025
NOTICE TO THE PUBLIC: The Mayor and City Council welcome comments
from the public during discussion. The Standards of Decorum, posted at the
door and available on the City website, define respectful conduct for public
participation. If you wish to speak, please fill out the form on the tablet outside
the door to the Council Chambers or scan the QR Code to the right to fill out
the same form on a personal device. When your name is called, please step to
the microphone, state your name for the record, and keep your comments brief so that others
may have the opportunity to speak.
CALL TO ORDER : 6:00 p.m.
CONSENT AGENDA : All items listed under the Consent Agenda will be enacted by one
motion. There will be no separate discussion of these items unless a request is made prior to
the time the Council members vote on the motion.
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Lease Agreement with Lamar Advertising Company
13.Resolution setting the date for sale of General Obligation Corporate Purpose Bonds,
Series 2025A for September 23, 2025, and authorizing the use of preliminary official
statement in connection therewith
14.Resolution setting September 23, 2025, as date of public hearing for first amendment to
FY 2025/26 Adopted Budget
15.Resolution setting September 23, 2025, as date of public hearing on proposal to enter
into a Sewer Revenue and Disbursement Agreement and to borrow money thereunder
16.Resolution approving plans and specifications for the 2025 Battery Electric Bus Facility
Improvement Project, setting October 8, 2025, as the bid due date, and October 14,
2025, as the date of Public Hearing
17.Resolution approving Change Order No. 1 with ASK Studios of Des Moines, IA, in the
amount of $53,524.03 for On-Call Architecture and Engineering Services Contract for
CyRide
18.Resolution approving contract and bond for the 2025/26 Water System Improvements
Program (E. 14th St & Meadowlane Ave) Project with Jet Drain Services, LLC of Ames,
IA, in the amount of $314,426
19.Resolution approving contract and bond for the 2024/25 Multi-Modal Roadway
Improvements (6th Street, North of City Hall) with MidState Solution, LLC of Baxter, IA, in
the amount of $125,151.50
20.Resolution approving Plat of Survey for a Boundary Line Adjustment in rural Story County
in the Ames Urban Fringe at 1568 & 2066 Stagecoach Road
21.Resolution accepting the 2022/23 Airport Improvements Program (South Apron
Rehabilitation) as completed by Con-Struct, Inc., of Ames, IA, in the amount
$1,251,928.25
22.Lloyd Kurtz Mini Pitch Project:
a. Resolution accepting Bid Package No. 1, with changes, as completed by Caliber
Concrete LLC, of Adair, IA, in the amount of $186,640.37
b. Resolution accepting Bid Package No. 2 as completed by Caliber Concrete LLC, of
Adair, IA, in the amount of $109,300
c. Resolution accepting Bid Package No. 3 as completed by Van Maanen Electric,
Inc., of Newton, IA, in the amount of $7,610
23.Resolution accepting completion of public improvements and releasing the financial
security on file for Amy & Corey Schmidt Sidewalk, 4004 & 4008 Cochrane Parkway
24.Resolution approving amendment to the FY 2025/26 ASSET contract with The Salvation
Army
25.Developer Incentive Request Follow Up from May 27
26.Discussion of Fire Station No. 2 relocation
27.Resolution establishing an energy upgrade program and authorizing staff to submit a
federal loan application for the USDA Rural Energy Savings Program in the amount up to
$15,000,000
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.
ADMINISTRATION:
ELECTRIC:
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28.Resolution approving request from Danfoss to waive sidewalk installation requirement at
2800 E. 13th Street
29.Second reading of ordinance relating to rezoning of property at 3220 Cameron School
Road from "A" (Agriculture) to "CGS" (Convenience General Service) and "FS-RM"
(Floating Suburban Medium-Density Residential) Zone with Masterplan
30.Third reading and adoption of ORDINANCE NO. 4569 on Zoning Text Amendment to
amend the PUD Overlay Open Space Standard for Infill Sites
31.Third reading and adoption of ORDINANCE NO. 4570 rezoning Property located at 2715
Dayton Avenue from Agricultural (A) to Government/Airport District (S-GA)
32.Third reading and adoption of ORDINANCE NO. 4571 for 400 South 4th Street PUD
Overlay with Site Development Plan
33.Participation with agencies, boards and commissions:
a. Discover Ames (ACVB)
b. Ames Regional Economic Alliance (AREA)
c. Story County Emergency Management Agency (SCEMA)
d. Ames Transit Agency Board of Trustees
PLANNING & HOUSING:
ORDINANCES:
DISPOSITION OF COMMUNICATIONS TO COUNCIL :
REPORT OF GOVERNING BODY:
COUNCIL COMMENTS :
ADJOURNMENT:
Please note that this agenda may be changed up to 24 hours before the meeting time as
provided by Section 21.4(2), Code of Iowa.
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To:Mayor & City Council
From:Renee Hall, City Clerk
Date:September 9, 2025
Subject:Report of Contract Change Orders
Item No. 2
MEMO
The Report of Change Orders for the period of August 16-31, 2025, is attached
for the City Council's review and consideration.
ATTACHMENT(S):
Change Order Report - August 16-31, 2025.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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REPORT OF
CONTRACT CHANGE ORDERS
Department
General Description
of Contract
Contract
Change
No.
Original Contract
Amount Contractor/ Vendor
Total of Prior
Change Orders
Amount this
Change Order
Change
Approved By
Purchasing
Contact
(Buyer)
Fleet &
Facilities
Ames City Auditorium
HVAC Improvements
Project
2 $1,430,000.00 Mechanical Comfort $(25,030.00) $4,560.00 P. Goldbeck AM
Parks &
Recreation
Bid Package 06-1 General
Carpentry Work for Fitch
Family Indoor Aquatic
Center
8 $1,016,000.00 Lansink Construction, Inc. $55,561.00 $2,653.00 K. Abraham KS
Parks &
Recreation
Bid Package 08-1 Entrance,
Storefront, Curtainwall &
Glazing Work for Fitch
Family Indoor Aquatic
Center
3 $725,526.00 Orning Glass Company,
Inc.
$-(2,080.00) $9,757.00 K. Abraham KS
Parks &
Recreation
Bid Package 22-1 Plumbing
& HVAC Work for Fitch
Family Indoor Aquatic
Center
5 $4,184,363.00 Brockway Mechanical &
Roofing Co., Inc.
$50,733.00 $7,180.00 K. Abraham KS
Parks &
Recreation
Parks & Recreation
Maintenance Building
1 $1,344,075.00 King Knutson Construction
Inc.
$0.00 $1,449.76 J. Thompson AM
Fleet &
Facilities
Ames City Hall Interior
Updates Phase II
2 $336,500.00 GTG Construction LLC $18,601.89 $5,408.00 C. Mellies AM
Period: 1st – 15th
16th – End of Month
Month & Year: August 2025
For City Council Date: September 9, 2025
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To:Mayor & City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:Approval of Minutes
Item No. 3
MEMO
Attached are the minutes from the Regular City Council Meeting on August 26,
2025, and Special City Council Meeting on September 3, 2025.
ATTACHMENT(S):
C25-0826 Summary.pdf
C25-0903 Summary.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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SUMMARY OF MINUTES OF THE
REGULAR MEETING OF THE AMES CITY COUNCIL
AMES, IOWA AUGUST 26, 2025
The Regular Meeting of the Ames City Council was called to order by Mayor John Haila
at 6:00 p.m. on the 26th day of August, 2025, 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, and Anita Rollins. Ex officio Emily
Boland was also present. Council Member Rachel Junck was absent.
CONSENT AGENDA: Council Member Betcher pulled Item No. 12.
Moved by Gartin, seconded by Corrieri, to approve the consent agenda less Item No. 12.
1. Motion approving payment of claims
2. Motion approving Report of Change Orders for period of August 1-15, 2025
3. Motion approving Summary of Minutes of the Regular City Council Meeting on
August 12, 2025, and Minutes of the Special City Council Meeting on August 19,
2025
4. Motion approving Ownership Update for Class E Retail Alcohol License - Hy-Vee
Food and Drugstore #1, 3800 W. Lincoln Way
5. Motion approving Ownership Update for Class E Retail Alcohol License - Hy-Vee
Food and Drugstore #2, 640 Lincoln Way
6. Motion approving Ownership Update for Class E Retail Alcohol License - Ames
Fast and Fresh #1, 4018 Lincoln Way
7. Motion approving Ownership Update for Class E Retail Alcohol License - Ames
Fast and Fresh #2, 636 Lincoln Way
8. Motion approving Premises Update for Class C Retail Alcohol License - Levy @
Scheman Building, 1805 Center Street
9. Motion approving Temporary Outdoor Service for Class C Retail Alcohol License
with Outdoor Service - BN'C Fieldhouse, 206 Welch Avenue until March 3, 2026
10. Motion approving new 5-Day (September 2-6, 2025) Special Class C Retail
Alcohol License with Outdoor Service - Apres Bar Co, 2120 Lincoln Way, Pending
Dramshop Review
11. Motion approving the renewal of the following Beer Permits, Wine Permits, and
Liquor Licenses:
a. Cyclone Liquors, 626 Lincoln Way, Class E Retail Alcohol License
b. Heartland Senior Services, 205 South Walnut Avenue, Special Class C
Retail Alcohol License with Outdoor Service
c. The Recipe, 412 Burnett Avenue, Class C Retail Alcohol License
d. Wallaby's Grille, 2733 Stange Road, Class C Retail Alcohol License with
Outdoor Service, Pending Dramshop Review
e. Whiskey River, 132 - 134 Main Street, Class C Retail Alcohol License with
Catering Privilege
12. Motion approving request for Fireworks Permits for display from Jack Trice
Stadium for 2025 ISU Home Football Games on the following dates:
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a. Saturday, August 30, 2025
b. Saturday, September 6, 2025
c. Saturday, September 27, 2025
d. Saturday, October 25, 2025
e. Saturday, November 1, 2025
f. Saturday, November 22, 2025
13. RESOLUTION NO. 25-418 approving Memorandum of Understanding with
Judicial Branch, Second Judicial District, Story County for court services in City
Hall
14. RESOLUTION NO. 25-419 approving letter of support for Main Street Iowa
Challenge Grant
15. Appointments to Watershed Management Authorities:
a. RESOLUTION NO. 25-420 appointing Dustin Albrecht as representative
and Noel Steckelberg as alternate representative to the Ioway Creek
Watershed Management Authority
b. RESOLUTION NO. 25-421 appointing Noel Steckelberg as alternate
representative to the Headwaters of the South Skunk River Watershed
Management Authority
16. Requests from Ames High School for Homecoming Parade on September 29,
2025:
a. Motion approving Blanket Temporary Obstruction Permit
b. RESOLUTION NO. 25-422 approving closure of City Parking Lot MM,
southern three aisles of City Parking Lot M, from 5:30 p.m. to 7:15 p.m. for
parade staging
c. RESOLUTION NO. 25-423 approving closure of Pearle Avenue, Burnett
Avenue, Kellogg Avenue, and Clark Avenue (all from Main Street to 5th
Street), Main Street from Pearle Avenue to Duff Avenue, and 5th Street from
Grand Avenue to Clark Avenue, from 5:30 p.m. to approximately 7:45 p.m.
d. RESOLUTION NO. 25-424 approving closure of 219 metered parking
spaces along the parade route from 1:00 p.m. to 8:00 p.m. and waiver of
fees (Loss of $750 to the Parking Fund)
e. RESOLUTION NO. 25-425 approving waiver of parking meter fees and
enforcement from 4:00 p.m. to 6:00 p.m. for 19 metered parking spaces in
Lot N (Loss of $9.50 to the Parking Fund)
17. Police firearms and related equipment purchase:
a. RESOLUTION NO. 25-426 awarding a contract to Sioux Sales Company,
of Sioux City, IA, for 60 Smith & Wesson M&P 2.0 handguns, related
holsters, optic plates with trade in credit for a total of $33,628
b. RESOLUTION NO. 25-427 awarding a contract to Arms Unlimited Inc., of
Henderson, NV, for magazines and optics for a total of $23,800
18. Water Treatment Plant Well Rehabilitation Program:
a. RESOLUTION NO. 25-428 accepting Year Three of the five-year Water
Plant Well Rehabilitation Contract as completed by Northway Well and
Pump Company, of Waukee, IA, in the amount of $145,446.04
b. RESOLUTION NO. 25-429 awarding Year Four of the five-year Water Plant
Well Rehabilitation Contract to Northway Well and Pump Company of
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Waukee, IA, in the amount of $126,472.94 for mobilization and rehabilitation
of four wells in FY 2025/26
19. Water Meters and Related Accessories Supply Contract
a. RESOLUTION NO. 25-430 waiving competitive bidding requirements for
water meters and related accessories
b. RESOLUTION NO. 25-431 approving contract with Badger Meter,
Milwaukee, WI, to purchase water meters and related accessories for the
one-year period of July 1, 2025, through June 30, 2026, in an amount not-
to-exceed $249,509
20. Lime Sludge Disposal Contract:
a. RESOLUTION NO. 25-432 accepting Year Two of the five-year Lime
Sludge Disposal Contract as completed by Wulfekuhle Injection and
Pumping of Peosta, IA, in the amount of $504,952.30
b. RESOLUTION NO. 25-433 awarding Year Three of the five-year Lime
Sludge Disposal Contract to Wulfekuhle Injection and Pumping of Peosta,
IA, in an amount not-to-exceed $392,140
21. FY 2025/26 Airport Facility Improvements Program (Jet Fuel Farm Replacement –
Jet A):
a. RESOLUTION NO. 25-434 approving State of Iowa Airport Improvement
Program Grant Agreement
b. RESOLUTION NO. 25-435 allocating $12,500 from the Airport
Improvement Fund for the project
22. RESOLUTION NO. 25-436 approving contract renewal with GHD Services Inc, of
Niagara Falls, NY, for Regulatory Compliance Monitoring at the Ash Pond in an
amount not-to-exceed $80,000
23. RESOLUTION NO. 25-437 approving preliminary plans and specifications for
2025/26 Shared Use Path Maintenance Contract No. 1, setting September 17,
2025, as bid due date and September 23, 2025, as date of Public Hearing
24. RESOLUTION NO. 25-438 approving Plat of Survey (Boundary Line Adjustment)
for 22171 and 22085 580th Avenue
Roll Call Vote: 5-0. Motions/Resolutions declared carried/adopted unanimously, signed
by the Mayor, and hereby made a portion of these Minutes.
FIREWORKS PERMITS FOR DISPLAY AT JACK TRICE STADIUM FOR 2025 ISU
HOME FOOTBALL GAMES: Council Member Betcher stated that she pulled the item to
allow anyone present to share input on the topic.
Mayor Haila opened and closed the Public Input when no one came forward to speak.
Moved by Corrieri, seconded by Gartin, to approve request for Fireworks Permits for
display from Jack Trice Stadium for 2025 ISU Home Football Games on the following
dates:
a. Saturday, August 30, 2025
b. Saturday, September 6, 2025
c. Saturday, September 27, 2025
d. Saturday, October 25, 2025
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e. Saturday, November 1, 2025
f. Saturday, November 22, 2025
Vote on Motion: 5-0. Motion declared carried unanimously.
Mayor Haila noted that an item related to the Ames High School Homecoming Parade
was approved as part of the Consent Agenda and invited the applicant to address the
City Council.
Sarah Higgins, Ames High School Homecoming Parade Co-Chair, invited everyone to
attend the parade on September 29 and emphasized that the event brings the community
together.
PUBLIC FORUM: Mayor Haila opened the Public Forum.
Karen Sevde provided an update on the grants program of the Story County Community
Foundation.
The Public Forum was closed by Mayor Haila when no one came forward to speak.
8-MONTH CLASS C RETAIL ALCOHOL LICENSE WITH OUTDOOR SERVICE FOR
LA CASA MAYA, 631 LINCOLN WAY: Chief of Police Geoff Huff presented the Council
Action Form (CAF), noting that La Casa Maya employees had completed both IPACT
online training and Ames Police Department in-person, bilingual training since the City
Council denied renewal of its 12-month license on July 22. Staff now recommended
approval of the 8-month license, which allowed a shorter license period to monitor
compliance.
The Public Input was opened and closed by Mayor Haila when no one came forward to
speak.
Moved by Gartin, seconded by Betcher, to approve an 8-month Class C Retail Alcohol
License with Outdoor Service for La Casa Maya, 631 Lincoln Way.
Vote on Motion: 5-0. Motion declared carried unanimously.
REQUEST FROM ISU RESEARCH PARK TO INITIATE ZONING TEXT AMENDMENT
TO STANDARDS FOR IMPROVEMENTS OF OFF-STREET PARKING AREAS AND
DRIVEWAYS FOR AGRICULTURAL EQUIPMENT: Planning and Housing Director Kelly
Diekmann presented the request for excluding space for agricultural equipment
maneuvering from paving requirements and answered questions from the City Council.
The Public Input was opened and closed by Mayor Haila when no one came forward to
speak.
Moved by Gartin, seconded by Beatty-Hansen, to approve Alternative 1: Within the
Research Park Innovation District (RI), exclude agricultural equipment areas from paving
requirements, as an accessory function and for areas behind a principal building, subject
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to approval by the Planning Director.
Vote on Motion: 4-1, Rollins dissenting. Motion declared carried.
FITCH FAMILY INDOOR AQUATIC CENTER MONTHLY UPDATE: Parks and
Recreation Director Keith Abraham, Story Construction Senior Project Manager Troy
Turner, and RDG Planning and Design Architect Brad Rodenburg presented the update
and answered questions from the City Council.
Moved by Beatty-Hansen, seconded by Betcher, to accept the Fitch Family Indoor
Aquatic Center monthly update.
Vote on Motion: 5-0. Motion declared carried unanimously.
HEARING ON REZONING PROPERTY AT 3220 CAMERON SCHOOL ROAD FROM
“A” (AGRICULTURAL) TO “CGS” (CONVENIENCE GENERAL SERVICE) AND “FS-
RM” (FLOATING SUBURBAN MEDIUM-DENSITY RESIDENTIAL) ZONE WITH
MASTERPLAN: Planner Justin Moore and Director Diekmann presented the CAF and
answered questions from the City Council, noting that the rezoning request matches the
land use identified in Ames Plan 2040 for the site. Fire Chief Rich Higgins explained that
the proposed assisted living use would have unique demands on emergency services ,
which would reduce response times until a fourth fire station could be constructed.
Kurt Friedrich, Friedrich Land Development Company, and Patrick Anton, Dover
Companies, presented the application and discussed the vision for an 87-unit Assisted
Living and Memory Care Community on the site.
The Public Hearing was opened and closed by Mayor Haila when no one came forward
to speak.
Moved by Gartin, seconded by Corrieri, to approve Alternative 1: pass on first reading an
ordinance rezoning property at 3220 Cameron School Road from “A” (Agricultural) to
“CGS” (Convenience General Service) and “FS-RM” (Floating Suburban Medium-Density
Residential) Zone with Masterplan and to finalize a Zoning Agreement for the Master Plan
prior to the third reading of the rezoning ordinance.
Roll Call Vote: 5-0. Motion declared carried unanimously.
HEARING ON GRANTING GAS PIPELINE EASEMENT ON CITY OF AMES
PROPERTY AT 601 S. MAPLE AVENUE: Public Works Director Justin Clausen was
available for questions.
The Public Hearing was opened and closed by Mayor Haila when no one came forward
to speak.
Moved by Betcher, seconded by Rollins, to adopt RESOLUTION NO. 25-439 approving
easement creating legal access for Alliant Energy to construct and maintain the proposed
gas main.
Roll Call Vote: 5-0. Resolution declared adopted unanimously, signed by the Mayor, and
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hereby made a portion of these Minutes.
HEARING ON TEXT AMENDMENT TO CHAPTER 23 CONSERVATION SUBDIVISION
ORDINANCE: City Attorney Mark Lambert presented the CAF and answered questions
from the City Council.
The Public Hearing was opened and closed by Mayor Haila when no one came forward
to speak.
Moved by Betcher, seconded by Beatty-Hansen, to pass on first reading an ordinance
relating to a Text Amendment to Chapter 23 Conservation Subdivision Ordinance.
Roll Call Vote: 5-0. Motion declared carried unanimously.
Moved by Betcher, seconded by Rollins, to suspend the rules and allow for second and
third reading and adoption of ordinance relating to a Text Amendment to Chapter 23
Conservation Subdivision Ordinance.
Vote on Motion: 5-0. Motion declared carried unanimously.
Moved by Rollins, seconded by Beatty-Hansen, to pass on second reading an ordinance
relating to a Text Amendment to Chapter 23 Conservation Subdivision Ordinance.
Roll Call Vote: 5-0. Motion declared carried unanimously.
Moved by Rollins, seconded by Betcher, to pass on third reading and adopt ORDINANCE
No. 4568 relating to a Text Amendment to Chapter 23 Conservation Subdivision
Ordinance.
Roll Call Vote: 5-0. Motion declared carried unanimously.
Moved by Betcher, seconded by Rollins, to direct the City Attorney and City Clerk to
develop a policy to improve the ordinance review process to prevent future errors.
Vote on Motion: 1-4. Voting Aye: Betcher. Voting Nay: Beatty-Hansen, Corrieri, Gartin,
and Rollins. Motion declared failed.
SECOND READING OF ORDINANCE ON ZONING TEXT AMENDMENT TO AMEND
THE PUD OVERLAY OPEN SPACE STANDARD FOR INFILL SITES: Moved by Rollins,
seconded by Beatty-Hansen, to pass on second reading an ordinance on Zoning Text
Amendment to amend the PUD Overlay Open Space Standard for Infill Sites.
Roll Call Vote: 5-0. Motion declared carried unanimously.
SECOND READING OF ORDINANCE REZONING PROPERTY LOCATED AT 2715
DAYTON AVENUE FROM AGRICULTURAL (A) TO GOVERNMENT/AIRPORT
DISTRICT (S-GA): Moved by Rollins, seconded by Beatty-Hansen, to pass on second
reading an ordinance rezoning Property located at 2715 Dayton Avenue from Agricultural
(A) to Government/Airport District (S-GA).
Roll Call Vote: 5-0. Motion declared carried unanimously.
SECOND READING OF ORDINANCE FOR 400 SOUTH 4TH STREET PUD OVERLAY
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WITH SITE DEVELOPMENT PLAN: Moved by Betcher, seconded by Beatty-Hansen, to
pass on second reading an ordinance for 400 South 4th Street PUD Overlay with Site
Development Plan.
Roll Call Vote: 5-0. Motion declared carried unanimously.
REPORT OF GOVERNING BODY: The Mayor and City Council Members provided
highlights from their attendance at various board and commission meetings.
DISPOSITION OF COMMUNICATIONS TO COUNCIL: Mayor Haila noted that there
were two items to consider.
The first item was an email from Ames Regional Economic Alliance Business Director
Dylan Kline regarding a development opportunity at 13th Street and Interstate 35.
Moved by Beatty-Hansen, seconded by Rollins, to request an update from the City
Manager’s Office on the progress being made on this topic.
Vote on Motion: 5-0. Motion declared carried unanimously.
The second item, a memo from Traffic Engineer Damion Pregitzer relating to Game Day
Parking by Stuart Smith Park, was noted by Mayor Haila to be for information only.
COUNCIL COMMENTS: The Mayor and City Council Members reported on various
events attended, upcoming meetings, community events, and items of interest.
ADJOURNMENT: Moved by Beatty-Hansen, seconded by Betcher, to adjourn the
meeting at 7:40 p.m.
Vote on Motion: 5-0. Motion declared carried unanimously.
__________________________________ ________________________________
Jeramy Neefus, Principal Clerk John A. Haila, Mayor
__________________________________
Renee Hall, City Clerk
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SUMMARY OF MINUTES OF THE
SPECIAL MEETING OF THE AMES CITY COUNCIL
AMES, IOWA SEPTEMBER 3, 2025
The Special Meeting of the Ames City Council was called to order by Mayor John Haila
at 11:31 a.m. on the 3rd day of September 2025, pursuant to law. As it was impractical for
the Council Members to attend in person, Council Members Bronwyn Beatty-Hansen,
Amber Corrieri, Tim Gartin, Rachel Junck, and Anita Rollins joined the meeting
electronically. Council Member Gloria Betcher and ex officio Emily Boland were absent.
CONSENT AGENDA: Mayor Haila shared that the Consent agenda items would be
addressed individually and asked if the City Council had any questions for staff.
Moved by Gartin, seconded by Beatty-Hansen, to adopt RESOLUTION NO. 25-440
approving Change Order No. 1 with HDR Engineering, Inc. of Omaha, NE, in the amount
not to exceed $967,715 for design of the Resource Recovery and Recycling Campus.
Roll Call Vote: 5-0. Resolution declared adopted unanimously, signed by the Mayor, and
hereby made a portion of these Minutes.
Moved by Rollins, seconded by Gartin, to adopt RESOLUTION NO 25-441 approving
Change Order No. 1 with INVISION Architecture, LLC, of Des Moines, IA, in the amount
of $557,000.
Roll Call Vote: 5-0. Resolution declared adopted unanimously, signed by the Mayor, and
hereby made a portion of these Minutes.
COUNCIL COMMENTS: None.
ADJOURNMENT: Moved by Gartin, seconded by Beatty-Hansen, to adjourn the meeting
at 11:37 a.m.
____________________________ _______________________________
Renee Hall, City Clerk John A. Haila, Mayor
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To:Mayor & City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:Approval of Civil Service Candidates
Item No. 4
MEMO
Attached are the minutes for the Regular Meetings of the Civil Service
Commission held on August 28, 2025.
ATTACHMENT(S):
August 28 2025 Civil Service Minutes.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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MINUTES OF THE REGULAR MEETING OF THE
AMES CIVIL SERVICE COMMISSION
AMES, IOWA AUGUST 28, 2025
The Regular Meeting of the Ames Civil Service Commission met in regular session in Council Chambers
of City Hall, 515 Clark Avenue, with Commission Members, Harold Pike, Larry Conley, and Kim Linduska,
Commission Chair present. Also in attendance Commission Clerk, Vicki Hillock, Human Resources
Director, Bethany Ballou, brought in telephonically.
APPROVAL OF MINUTES OF JULY 28, 2025: Moved by Pike, seconded by Conley, to approve the
Minutes of the July 28, 2025, Regular Service Commission meeting. Vote on Motion: 3-0. Motion declared
carried unanimously.
CERTIFICATION OF ENTRY-LEVEL APPLICANTS: Moved by Linduska, seconded by Conley, to
certify the following individuals to the Ames City Council as Entry-Level Applicants:
Secretary I – Resource Recovery Melissa Larsen 77
Melissa Turnis 71
Jacquelynn Higgins 70
* Includes preference points
** Indicates carryover from prior certified list
Vote on Motion: 3-0. Motion declared carried.
OTHER DISCUSSION – HOLIDAY SCHEDULE: It was discussed and approved to move the November
and December meetings one week forward to November 20, 2025, and December 18, 2025, respectively.
Commission Chair inquired on hiring trends. HR Director Ballou, noted that numbers of applicants for
position are trending upwards, especially for Firefighter and all Library positions. Police Officer applicant
numbers continue to be low, which is trending the same statewide.
COMMENTS: The next Regular Meeting will be held in-person on Thursday, September 25, 2025, at 8:15
am in Council Chambers of City Hall.
ADJOURNMENT: The meeting adjourned at 8:21 AM.
__________________________________ _______________________________________
Kim Linduska, Chairperson Vicki Hillock, Commission Clerk
17
To:Mayor & City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:New Class E Retail Liquor License - MEGA SAVER
Item No. 5
MEMO
Please see attached documentation for a new Class E Retail Alcohol License -
MEGA SAVER, 3111 S Duff effective October 1, 2025.
ATTACHMENT(S):
MEGA SAVER License Application.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
18
Page 1 of 2
Applicant
NAME OF LEGAL ENTITY
TFL INC
NAME OF BUSINESS(DBA)
MEGA SAVER
BUSINESS
ADDRESS OF PREMISES
3111 S DUFF AVE
PREMISES SUITE/APT NUMBER CITY
AMES
COUNTY
STORY
ZIP
50010
MAILING ADDRESS
202 S 73RD ST
CITY
OMAHA
STATE
Nebraska
ZIP
681144616
Contact Person
NAME
ALYSSA RAY
PHONE
4028102455
EMAIL
alyssa@megasaver.com
License Information
LICENSE NUMBER LICENSE/PERMIT TYPE
Class E Retail Alcohol License
TERM
12 Month
STATUS
Submitted
to Local
Authority
TENTATIVE EFFECTIVE DATE
Sep 8, 2025
TENTATIVE EXPIRATION DATE
Sep 7, 2026
LAST DAY OF BUSINESS
SUB-PERMITS
Class E Retail Alcohol License
PRIVILEGES 19
Page 2 of 2
Status of Business
BUSINESS TYPE
Corporation
Ownership
Individual Owners
NAME CITY STATE ZIP POSITION % OF
OWNERSHIP
U.S.
CITIZEN
Abdurashid
Samiev
OMAHA Nebraska 681545194 PRESIDENT 51.00 Yes
Kamol Samiev OMAHA Nebraska 681545101 VP 49.00 Yes
Insurance Company Information
INSURANCE COMPANY POLICY EFFECTIVE DATE POLICY EXPIRATION DATE
DRAM CANCEL DATE OUTDOOR SERVICE EFFECTIVE
DATE
OUTDOOR SERVICE EXPIRATION
DATE
BOND EFFECTIVE DATE TEMP TRANSFER EFFECTIVE
DATE
TEMP TRANSFER EXPIRATION
DATE
20
To:Mayor John Haila and Ames City Council Members
From:Dan Walter, Major, Ames Police Department
Date:September 9, 2025
Subject:Beer Permits & Liquor License Renewals
Item No. 6
MEMO
The following alcohol license holders are eligible for renewal:
a. Kum & Go #0217, 3111 S. Duff Avenue, Class E Retail Alcohol License
b. Lalo's Liquor Store Inc, 809 Wheeler Street #105, Class E Retail Alcohol
License
c. Dollar General Store #22303 3407 Lincoln Way, Class B Retail Alcohol
License
d. AJ's Ultra Lounge, 2401 Chamberlain Street, Class C Retail Alcohol
License with Outdoor Service, Pending Dramshop Review
e. Neighborhood Liquor Mart, 3505 Lincoln Way Ste 105, Class E Retail
Alcohol License
A review of police records for the past 12 months found no liquor law violations
for Kum & Go, Lalo's Liquor Store or Dollar General. The Police Department
recommends the license renewal for the listed businesses.
A review of police records for the past 12 months found that AJ’s Ultra Lounge,
2401 Chamberlain Street, had seven citations issued for minor on premises. Of
the seven, six used a fraudulent identification. Department records indicate seven
employees attended the February 2025 quarterly meeting/ID training. Officers will
send them reminders of upcoming meetings this fall. The Police Department
recommends the license renewal for AJ's Ultra Lounge.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
21
ITEM #:7
DATE:09-09-25
DEPT:ADMIN
SUBJECT:MODIFICATIONS TO THE CITY'S STREET BANNER POLICY
COUNCIL ACTION FORM
BACKGROUND:
The City's Banner Policy serves to protect public safety, protect City property, establish
guidelines for the use of banner hardware, and guarantee a certain level of aesthetic quality.
The policy was last modified in March 2024. Further review of the policy was prompted by
replacement of street light poles along University Boulevard between Lincoln Way and
Mortensen Road. The new poles require banners with different dimensions than the previous
poles. Additionally, several applicants for Banner Permits in the Downtown area have
requested the option for longer display periods when no other displays are scheduled.
A copy of the modified banner policy is attached. In addition to minor revisions and
corrections, substantive changes are made to:
Page 1
University Boulevard – Lincoln Way to Mortensen Road
The boundaries of this banner display area were revised to reflect current practice
for banner placement. Previously, the banners were allowed on University
Boulevard from Lincoln Way to Highway 30.
Organizations may display a banner over Main Street at the intersection with Kellogg
Avenue for up to fourteen (14) days at a time. Applicants can request a conditional
extension for a total display duration of up to three (3) months. These requests can be
approved on the condition that any new requests for display submitted during the
conditional extension period automatically override the extension.
The display duration was standardized to a 14-day guaranteed period year-round
with the added option for applicants to request a conditional extension in the case
that conflicting requests for display are not submitted.
Page 4
Requests for banner displays are coordinated with the Ames Regional Economic
Alliance (515-232-2310).
This section was revised to reflect the renaming of the Ames Regional Economic
Alliance.
Page 7
Banner Size: 7’ x 2.5’; Sewn Banner Sizes: 7’ x 2.5’ (84” x 30”)
New poles were recently installed along this section of University Boulevard, and
the banner sizes were revised to fit the new poles.
Page 10
Requests for banner displays are coordinated with the Ames Regional Economic
Alliance (515-232-2310).
22
This section was revised to reflect the renaming of the Ames Regional Economic
Alliance.
Page 11
Length of use: 14 days. Conditional extensions can be requested for a total display
duration of up to 3 months. These extensions can be approved on the condition that any
new requests for display submitted during the conditional extension period automatically
override the extension.
The display duration was standardized to a 14-day limit year-round with the added
option for applicants to request a conditional extension in the case that conflicting
requests for display are not submitted.
Page 14
Length of use: 14 days. Conditional extensions can be requested for a total display
duration of up to 3 months. These extensions can be approved on the condition that any
new requests for display submitted during the conditional extension period automatically
override the extension.
The display duration was standardized to a 14-day limit year-round with the added
option for applicants to request a conditional extension in the case that conflicting
requests for display are not submitted.
ALTERNATIVES:
1. Approve the revised Street Banner Policy as attached, including revisions to the size of
banners for displays on University Boulevard between Lincoln Way and Mortensen Road
and the duration of displays in the Downtown area, as well as the other corrections and
clarifications detailed above.
2. Direct staff to modify the proposed changes to the Banner Policy.
3. Do not approve the revised Street Banner Policy as attached.
CITY MANAGER'S RECOMMENDED ACTION:
These changes are needed to revise the size of banners displayed on new street light
poles on University Boulevard between Lincoln Way and Mortensen Road and to
provide for longer displays in the Downtown area when no other displays are
scheduled, as well as to update other provisions of the Banner Policy. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1, thereby
approving the revised Street Banner Policy.
ATTACHMENT(S):
Proposed Banner Policy 2025.pdf
23
1
Revised 09/09/2025
The City of Ames Street Banner Policy is for regulating all banners to be placed in
the following locations: Campustown, Downtown, University Boulevard - Lincoln
Way to Mortensen Road, University Boulevard - ISU Research Park, South Duff
Avenue, and Main Street.
Requests for Display
Applications for permits to display banners may be obtained from the City Clerk's Office
or the City of Ames website (http://www.cityofames.org), and should be submitted to the
City Clerk's Office. Reservations will be considered no earlier than one year prior to the
first day of the month in which the display is desired (e.g. the earliest a request for June
10 display may be accepted is June 1 of the previous year).
Permits will be issued by the City Clerk's Office. In the event that display date requests
conflict and cannot be resolved through the primary organization, the City Manager's
Designee will attempt to mediate an agreement. If necessary, a final appeal for
resolution may be made to the City Council.
Length of Display
There is no time limit on pole banner displays.
Organizations may display a banner over Main Street at the intersection with Kellogg
Avenue for up to fourteen (14) days at a time. Applicants can request a conditional
extension of the 14-day limit for a total display duration of up to three (3) months. These
requests can be approved on the condition that any new requests for display submitted
during the conditional extension period automatically override the extension.
Organizations may display a banner on the bollards located on Main Street at the
intersections of Douglas, Kellogg, Burnett, and/or Clark for up to fourteen (14) days prior
to and including the day and/or days of a special event approved by the City of Ames.
Insurance
Applicants and installers shall provide certificates of insurance evidencing general
liability coverage in the amount of $500,000 combined single limit and naming the City
of Ames and its employees and assigns as additional insured (with endorsement
naming political subdivision).
24
2
Revised 09/09/2025
Installation & Removal
Permit holders shall be responsible for coordinating installation and removal of banners
by insured installers, with the following exception: Banners may be installed on poles
and the bollards in the Main Street Cultural District by adult volunteers workin g on
behalf of the District.
Methods of installation shall conform with instructions provided by the City of Ames.
Traffic control measures shall be employed as needed. Permit holders shall be
responsible for the cost of repairing any damage done to banner hardware, light poles,
bollards, landscaping or grass in medians and parking areas.
Banners shall be removed on or before the permit expiration date.
Maintenance of Hardware
Routine maintenance of hardware on University Boulevard - Lincoln Way to
Mortensen Road poles will be managed by Iowa State University. Problems should be
reported to Iowa State's Facilities Planning and Management Service Desk at 515 -294-
5100.
Routine maintenance of hardware on University Boulevard - ISU Research Park
poles will be managed by ISU Research Park. Problems should be reported to the
Operations Manager at 515-296-0735.
Routine maintenance of bollards located on Main Street will be managed by the City's
Public Works Department. Problems should be reported to 515 -239-5160.
Routine maintenance of hardware in all other locations will be managed by the City's
Electric Services Department. Problems should be reported to 515-239-5500.
Maintenance of Banners
Problems with banners on display will be reported to permit holders. Corrective action
shall be made within 24 hours of notification. The City of Ames reserves the right to
immediately remove banners and/or revoke permits if any hazard is deemed present.
Costs that may be incurred for the removal of banners by City staff shall be charged to
permit holders.
25
3
Revised 09/09/2025
Prioritization
Banner permits will generally be issued on a first-come, first-served basis. See
supplemental information pages for prioritization standards specific to poles on
University Boulevard.
Content & Design
The overhead banner on Main Street shall be utilized only to advertise or announce
particular civic, political, religious, fraternal, or other non-profit activities.
The bollard banners on Main Street and the banner space at the east end of Main
Street shall be utilized only to advertise or announce activities occurring within the Main
Street Cultural District.
Pole banners are intended to celebrate and/or promote the Ames/ISU community or
specific local events. Sponsorship recognition, if any, must be restricted to the lower
15% of banners designed for poles.
All banners shall be non-offensive.
Disclaimer
The City of Ames does not assume responsibility for damage to all types of banners.
26
4
Revised 09/09/2025
CAMPUSTOWN POLE BANNERS
Requests for banner displays are coordinated with the Ames Regional Economic
Alliance (515-232-2310).
Total Number of Banners: 37 (1 banner/pole)
Welch Avenue – 22
Lincoln Way – 12
Minimum number to be used per application: 21
Banner Size: 5' by 2.5' (60" x 30")
Note: Banner brackets should be double-checked and re-measured (preferably by the
manufacturer) before orders are placed. These mounting brackets are moveable and
also susceptible to rotation or wrenching by high winds.
Banner Construction: Banners should have rod pockets or tabs that slide onto the
banner arm. There is nothing that secures the banner to the arms or the pole.
Applicants may consult with manufacturers about a means of securing banners more
tightly to the fixtures.
Method of Installation: Slide banner rod pockets onto bracket arms.
Traffic control measures must be followed. Guidance for traffic control for temporary
work zones and short duration mobile operations can be found in the Manual on
Uniform Traffic Control Devices (MUTCD) at the Federal Highway Administration =s
website (https://mutcd.fhwa.dot.gov/kno_2009r1r2.htm). Part 6, Temporary Traffic
Control, should be reviewed and special attention should be given to Chapter 6G for
mobile or short duration operations. Any additional questions about work zones may be
directed to the City of Ames Traffic Engineer at 515-239-5275.
Length of season: Year-round
Length of use: Unlimited
27
5
Revised 09/09/2025
DOWNTOWN POLES (MAIN ST., FIFTH ST., SIXTH ST., CLARK AVE., KELLOGG
AVE., BURNETT AVE., DOUGLAS AVE.)
Requests for display are coordinated with the Main Street Cultural District (515 -233-
3472).
Total Number of Banners: 191 (1 banner/pole)
Main Street - 62
Fifth Street - 42
Sixth Street - 54
Clark Avenue - 4
Kellogg Avenue - 15
Burnett Avenue - 10
Douglas Avenue - 4
Minimum Number to be used per application:
Main Street - 20
Fifth Street - 14
Sixth Street - 18
(Main Street Cultural District banners, artistic banners, and seasonal banners are
usually displayed on every third pole in the Central Business District. When requests to
use the hardware for other displays are approved, seasonal banners are removed first
and artistic banners second.)
Banner Size: 4' high by 22" wide
Sewn Banner Sizes: approximately 49.25" high and 22" wide with 3.25@ rod pockets
Note: Mounting brackets can shift, and should be double -checked and re-measured
(preferably by the manufacturer) before orders are placed!
Method of Installation:
Remove the wire retaining clip holding the ball at the end of the rod; remove the ball
from the rod.
Remove seasonal banner; slide new banner onto rod.
Replace ball to the end of the rod and secure with the wire retaining clip.
Traffic control measures must be followed. Guidance for traffic control for temporary
work zones and short duration mobile operations can be found in the Manual on
28
6
Revised 09/09/2025
Uniform Traffic Control Devices (MUTCD) at the Federal Highway Administration ’s
website (https://mutcd.fhwa.dot.gov/kno_2009r1r2.htm). Part 6, Temporary Traffic
Control, should be reviewed and special attention should be given to Chapter 6G for
mobile or short duration operations. Any additional questions about work zones may be
directed to the City of Ames Traffic Engineer at 515-239-5275.
Note: The lower banner arm is 11 feet above the base of all utility poles, but some poles
are mounted on top of two-foot brick pedestals.
Length of season: Year-round
Length of use: Unlimited
29
7
Revised 09/09/2025
UNIVERSITY BOULEVARD - LINCOLN WAY TO MORTENSEN ROAD
Iowa State University is the primary user of poles along this section of University
Boulevard, and requests for display are coordinated with the Director of University
Marketing (515-294-3134).
Total Number of Banners: 74 (34 poles with double brackets; 6 poles with single
brackets)
Minimum number to be used per application: 70
(Two different designs may be used to provide a full complement of banners.)
Banner Size: 7' x 2.5'
Sewn Banner Sizes: 7' x 2.5' (84" x 30") laid flat, with 3" rod pockets
Grommets should be installed on one side of the banner so it may be secured to the
light pole.
Method of Installation:
Traffic control measures must be followed. Guidance for traffic control for temporary
work zones and short duration mobile operations can be found in the Manual on
Uniform Traffic Control Devices (MUTCD) at the Federal Highway Administration =s
website (https://mutcd.fhwa.dot.gov/kno_2009r1r2.htm). Part 6, Temporary Traffic
Control, should be reviewed and special attention should be given to Chapter 6G for
mobile or short duration operations. Any additional questions about work zones may be
directed to the City of Ames Traffic Engineer at 515-239-5275.
Length of Season: Year round
Length of Use: Unlimited
Prioritization:
1) Major multi-day events with community-wide involvement (e.g. Iowa Games)
2) General community or ISU promotions and events (Ames High Homecoming)
3) Other major events and conferences (e.g. Order of the Arrow Conference)
30
8
Revised 09/09/2025
Note: Iowa State University purchases the University Boulevard banner hardware and
donates it to the City of Ames. Iowa State's Office of Facilities Planning and
Management maintains, repairs and installs banner hardware when necessary. It also is
responsible for installing and removing banners on this roadway. The Office of
University Marketing is responsible for scheduling displays and arranging for the
installation/removal of banners.
31
9
Revised 09/09/2025
UNIVERSITY BOULEVARD - ISU RESEARCH PARK
ISU Research Park is the primary user of poles along this section of University
Boulevard, and requests for display are coordinated with the ISU Research Park
Operations Manager (515-296-0735).
Total Number of Banners: 49 (1 banner/pole)
20 (2 banner/pole)
Minimum number to be used per application: 44
(Two different designs may be used to provide a full complement of banners.)
Banner Size: 84” high x 30” wide, with the bottom of the banner at 10’ above grade
Method of Installation:
Traffic control measures must be followed. Guidance for traffic control for temporary
work zones and short duration mobile operations can be found in the Manual on
Uniform Traffic Control Devices (MUTCD) at the Federal Highway Administration ’s
website (https://mutcd.fhwa.dot.gov/kno_2009r1r2.htm). Part 6, Temporary Traffic
Control, should be reviewed and special attention should be given to Chapter 6G for
mobile or short duration operations. Any additional questions about work zones may be
directed to the City of Ames Traffic Engineer at 515-239-5275.
Length of Season: Year round
Length of Use: Unlimited
Note: ISU Research Park purchases the University Boulevard banner hardware and
donates it to the City of Ames. ISU Research Park arranges for Iowa State's Office of
Facilities Planning and Management to maintain, repair and install banner hardware
when necessary. It also is responsible for installing and removing banners on this
roadway. ISU Research Park is responsible for scheduling displays and arranging for
the installation/removal of banners by Facilities Planning and Management staff.
32
10
Revised 09/09/2025
SOUTH DUFF AVENUE
Requests for display are coordinated with the Ames Regional Economic Alliance (515-
232-2310).
Total Number of Banners: 13 (1 banner/pole)
Minimum number to be used per application: 19
Banner Size: 8' high x 2.5' wide (96" x 30")
Note: These brackets are moveable and may be affected by high winds or ice loading.
Banner brackets should be double-checked and re-measured (preferably by the
manufacturer) before orders are placed.
Banner Construction: Banners should have rod pockets or tabs that slide onto the
banner arm. Manufacturers may suggest a means of securing banners to the hardware.
Method of Installation: Slide banner rod pockets onto bracket arms.
Traffic control measures must be followed. Guidance for traffic control for temporary
work zones and short duration mobile operations can be found in the Manual on
Uniform Traffic Control Devices (MUTCD) at the Federal Highway Administration ’s
website (https://mutcd.fhwa.dot.gov/kno_2009r1r2.htm). Part 6, Temporary Traffic
Control, should be reviewed and special attention should be given to Chapter 6G for
mobile or short duration operations. Any additional questions about work zones may be
directed to the City of Ames Traffic Engineer at 515-239-5275.
Length of Season: Year round
Length of use: Unlimited
33
11
Revised 09/09/2025
MAIN STREET OVERHEAD BANNER
Total Number of Banners: 1
Banner Size: Vertical height – 3 feet (33-34 inches when hemmed)
Horizontal length – 30 feet
Banner Construction: Banners shall be constructed of heavy-duty canvas or plastic
tarpaulin material or netting. Metal grommets shall be imbedded near each of the four
corners and along the top and bottom edges. The upper and lower edges should each
have at least six grommets. Wind-relief flaps approximately 6" by 6" in area shall be
evenly distributed throughout the banner. A minimum of one wind -relief flap per five
square feet of banner area is required.
Method of Installation: Banners shall be attached to the permanent cables and chains
with metal chains, threaded links and snap links. Corner connections must be capable
of carrying a 1000 lb. load; all others must carry a 500 lb. load. (Wire may not be used.)
Banners shall be secured via metal grommets as described above.
Length of Season: Year round
Length of use: 14 days. Conditional extensions can be requested for a total display
duration of up to 3 months. These extensions can be approved on the condition that any
new requests for display submitted during the conditional extension period automatically
override the extension.
34
12
Revised 09/09/2025
35
13
Revised 09/09/2025
MAIN STREET BOLLARD BANNER
Requests for display are coordinated with the Main Street Cultural District (515 -232-
2310).
Total Number of Banners: 8
Douglas and Main – 2
Clark and Main – 2
Burnett and Main – 2
Kellogg and Main – 2
Banner Size: Vertical height – no more than 3 feet (36 inches when hemmed)
Horizontal length – 5 feet.
Banner Construction: Banners shall be constructed of heavy-duty canvas or plastic
tarpaulin material or netting. Metal grommets shall be imbedded near each of the four
corners.
Method of Installation: Banners shall be attached to the bollards with bungee cords to
the metal grommets on the four corners of the banners as described above.
Length of Season: Year round
Length of use: 14 days prior to and including the day and/or days of the special event
approved by the City of Ames.
36
14
Revised 09/09/2025
MAIN STREET - EAST END BANNER
Requests for display are coordinated with the Main Street Cultural District (515 -232-
2310).
Location Description: Banners in this location may be placed within the area bordered
by Duff Avenue to the west, the Union Pacific Railroad property to the south, East Main
Street to the north, and the Power Plant fence to the east. Banners shall not be placed
in a manner that interferes with pedestrians, traffic, railroad operations, or the visibility of
motor vehicle operators.
Total Number of Banners: 1
Banner Size: Vertical height – 4 feet (45-46 inches when hemmed)
Horizontal length – 10 feet
Banner Construction: Banners shall be constructed of heavy-duty canvas or plastic
tarpaulin material or netting. Metal grommets shall be embedded near each of the four
corners. Wind-relief flaps approximately 6" by 6" in area shall be evenly distributed
throughout the banner. A minimum of one wind-relief flap per five square feet of banner
area is required.
Method of Installation: Banners shall be attached to stakes with metal chains,
threaded links and snap links. Corner connections must be capable of carrying a 1000
lb. load; all others must carry a 500 lb. load. (Wire may not be used.) Banners shall be
secured via metal grommets as described above.
Length of Season: Year round
Length of use: 14 days. Conditional extensions can be requested for a total display
duration of up to 3 months. These extensions can be approved on the condition that any
new requests for display submitted during the conditional extension period automatically
override the extension.
37
ITEM #:8
DATE:09-09-25
DEPT:P&H
SUBJECT:CERTIFICATE OF CONSISTENCY WITH THE 2024-2028 CITY OF AMES
CDBG CONSOLIDATED PLAN ON BEHALF OF YSS FOR RENEWAL
FUNDING UNDER THE STATE OF IOWA EMERGENCY SOLUTIONS
GRANT (ESG) AND SHELTER ASSISTANCE FUND (SAF) PROGRAMS
COUNCIL ACTION FORM
BACKGROUND:
Youth and Shelter Services (YSS) receives funding from the State of Iowa through the
Emergency Solutions Grant (ESG) and Shelter Assistance Fund (SAF) programs,
administered by the Iowa Finance Authority (IFA). For the 2026-27 program year, for YSS to
continue to receive funding through these programs, YSS must have approval from the City,
as an Entitlement Community, that its program applications match the goals of the City’s
current 2024-2028 Consolidated Plan.
YSS is seeking to renew its contract for $80,000, of which approximately 10% ($8,164) will be
allocated to the City of Ames to continue administering its Youth Transitional Housing
Services. These grant dollars will continue to help cover the cost of rent and utilities at four
units in the City of Ames.
Staff has discussed and received information from YSS and finds that the request for
renewal funding is consistent with goals and priorities outlined in the City’s Community
Development Block Grant (CDBG) 2024-2028 Five-year Consolidated Plan, which is to:
“Reduce the cost burden for low- and moderate- income (LMI) households to access or
maintain rental housing city-wide”.
The Plan also emphasizes the importance of local non-profit organizations seeking
additional funding opportunities from state and federal resources to have a greater
impact on the needs of homeless, chronically homeless, extremely low-, very low-, and
low-to-moderate-income households.
Attached for the City Council's review and approval is the Certificate of Consistency for YSS,
which must be submitted to the Iowa Balance of State Continuum of Care Application for its
renewed program funding before September 15.
ALTERNATIVES:
1. Authorize the Mayor to sign the Certificate of Consistency on behalf of YSS to receive its
Iowa Balance of State Continuum of Care Grant renewal funding for the ESG and SAF
Programs.
2. Do not authorize the Mayor to sign the Certificate of Consistency.
38
CITY MANAGER'S RECOMMENDED ACTION:
It is important for local non-profit organizations to seek additional funding
opportunities from state and federal resources in order to have a greater impact on the
needs of the homeless, chronic homeless, extremely low, very low, and low and
moderate income households in the community than can be accomplished with only
local funding. The proposed programming is also consistent with the City’s 2024-2028
Consolidated Plan. Therefore, it is the recommendation of the City Manager that the City
Council adopt Alternative #1.
ATTACHMENT(S):
Certificate of Consistency -YSS-Completed.pdf
39
CERTIFICATION OF LOCAL GOVERNMENT APPROVAL
FOR NONPROFIT ORGANIZATIONS RECEIVING IOWA STATEWIDE
EMERGENCY SOLUTIONS GRANT (ESG) AND
SHELTER ASSISTANCE FUND (SAF) AWARDS FOR SHELTER
ESG/SAF Nonprofit Applicant:
ESG/SAF Shelter Project:
Unit of General Purpose Local Government for the
geographic area served (city or county):
Project Description (2-3 sentences):
To the best of your knowledge, does the Shelter Project named above meet the following definition of
“Homeless shelter” or “shelter” or “Domestic violence shelter” in full, as specified in Chapter 41,
Shelter Assistance Fund, and Chapter 42, Emergency Solutions Grant, Iowa Administrative Code 265?
“Homeless shelter” or “shelter” means a facility properly zoned and lawfully operating in compliance with all
state, county and municipal laws and regulations, including possessing all permits, licenses, certifications
and other authorizations required for the facility’s location, which provides temporary shelter with overnight
sleeping accommodations for homeless persons and which does not require occupants to sign leases or
occupancy agreements.
“Domestic violence shelter” means a homeless shelter primarily or exclusively serving clients who are
homeless due to domestic violence.
Yes ☐ No ☐
If no, please explain:
I certify that I am duly authorized to act on behalf of the unit of general purpose local government
named above and that I hereby approve* of this project.
By: ____________________________________________ _______________________
Signature Date
____________________________________________
Printed Name and Title of Signatory Local Official
*This approval is made to carry out 24 CFR Part 576.202(a), which states the following:
*…The recipient must subgrant the remaining funds in its fiscal year grant to:
(1) Units of general purpose local government in the State, which may include metropolitan cities and urban counties
that receive ESG funds directly from HUD; or
(2) Private nonprofit organizations, provided that for emergency shelter activities the recipient obtains a certification of
approval from the unit of general purpose local government for the geographic area in which those activities are to be
carried out.”
Iowa Statewide ESG and SAF Policy: This certification is required for all Shelters at least once every two years.
Youth & Shelter Services Inc. (YSS)
YSS Transitional Housing Services
City of Ames
YSS provides Transitional Living and Rapid Rehousing for
Transitional-Aged Youth in Ames. This grant renewal will continue to
assist in proving much need housing and other services to assist this
population.
John A. Haila, Mayor
40
To:Mayor and City Council
From:Taylor Swanson, Deputy City Clerk
Date:September 9, 2025
Subject:Modified Road Closures for Turkey Trot on November 27, 2025
Item No. 9
MEMO
On January 14, 2025, the City Council approved requests from Fitness Sprots
Ames. Attached is the documentation of the City Council's approval of the
requests from Fitness Sports Ames for the Turkey Trot run to be held
Thanksgiving morning on November 27, 2025 (see attached original CAF).
Due to scheduled construction projects, the race must be re-routed from
the originally approved plan, which brought runners further west into
Brookside Park. The organizers are requesting street closures at the
following locations to accommodate the new route from the hours of 6:00
a.m. to 11:30 a.m.:
5th Street from Kellogg Avenue to Pearle Avenue
Clark Avenue from 5th Street to Main Street
Burnett Avenue from 5th Street to Main Street
Pearle Avenue from 5th Street to Main Street
Main Street from Douglas Avenue to 6th Street
Northwestern Avenue from 6th Street to 9th Street
9th Street from Northwestern Avenue to Ridgewood Avenue
Ridgewood Avenue from 9th Street to 13th Street
13th Street from Ridgewood Avenue to Northwestern Avenue
Northwestern Avenue from 13th Street to 10th Street
10th Street from Northwestern Avenue to Roosevelt Avenue
Roosevelt Avenue from 10th Street to 9th Street
9th Street from Roosevelt Avenue to Hodge Avenue
Hodge Avenue from 9th Street to 6th Street
6th Street from Hodge Avenue to Northwestern Avenue
Douglas Avenue from Main Street to 7th Street
7th Street from Douglas Avenue to Kellogg Avenue
Kellogg Avenue from 7th Street to Main Street
ATTACHMENT(S):
Turkey Trot CAF 01.14.25
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
41
ITEM #:8
DATE:01-14-25
DEPT:ADMIN
SUBJECT:REQUESTS FROM FITNESS SPORTS AMES FOR TURKEY TROT ON
NOVEMBER 27, 2025
COUNCIL ACTION FORM
BACKGROUND:
Fitness Sports Ames has requested to host a Thanksgiving morning 5k, known as a "Turkey Trot", on
November 27, 2025. This is the second year of the event. An estimated 300 people will enter the race.
The event will begin and end in the downtown area. A portion of the route along 13th Street will utilize
a shared-use path. Other portions of the route will require street closures. In order to facilitate this
event, organizers are requesting partial street closures on Thursday, November 27, 2025, at the
following locations:
5th Street from Burnett Avenue to Clark Avenue
Clark Avenue from 5th Street to Main Street
Main Street from Clark Avenue to 6th Street
6th Street from Northwestern Avenue to Brookside Park
Ridgewood Avenue from 13th Street to 6th Street
Burnett Avenue from Main Street to 5th Street
Metered parking spaces along the route will also be closed. Since Thanksgiving is a City holiday, no
parking meter revenue will be lost. Volunteers will be stationed at intersections along the route to assist
traffic. Furthermore, because several blocks of residences between Ioway Creek and Ridgewood
Avenue rely on Ridgewood Avenue to gain access, organizers will ensure runners are primarily
concentrated on the left side of the road while on Ridgewood to ensure maximum visibility to motorists.
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.
A letter of support has been obtained from Ames Main Street for the event.
ALTERNATIVES:
1. Approve the requests for the Turkey Trot on November 27, 2025, as outlined above.
2. Do not approve the requests for the Turkey Trot.
CITY MANAGER'S RECOMMENDED ACTION:
The Turkey Trot offers an opportunity to attract the public to Downtown Ames for a unique event. The
applicant has provided all necessary documentation to support these requests. Therefore, it is the
recommendation of the City Manager that the City Council approve Alternative 1, as described above.
ATTACHMENT(S):
2025 Turket Trot Fitness Sports Ames Letter of Support.pdf
Special Event Application.pdf
142
Travis Toliver, IOM
Executive Director
travis@amesalliance.com
304 Main Street, Ames, IA 50010 | 515.233.3472 | DowntownAmes.org
Ames Main Street advances and promotes Downtown Ames as the heart of the Ames community.
December 11, 2024
Mayor and City Councill
City of Ames
515 Clark Ave
Ames, IA 50010
Mayor Haila and Members of the Ames City Council,
Ames Main Street is pleased to offer its support for the 2025 Ames Turkey Trot, hosted by
Fitness Sports-Ames, on November 27, 2025. We also endorse the closure of the streets in
the Downtown Ames district to make this event happen, to keep all runners, walkers, and
spectators safe.
Events of this nature help Downtown Ames achieve its vision of making it the primary
destination of Central Iowa by creating an economically vibrant district with unique living,
dining, and entertainment experiences.
Onward!
243
1
For Office Use Only
Documents Received
Date: ____________________
___ Completed Application
___ Fireworks Application
($25 fee)
___ Insurance Certificate
___ Public Safety & Event
Management Plan
___ Site Plan/Route Map
($25 fee) (Road Race)
___ Vendor List
($50 fee/each)
___ Parking fees
Special Events Meeting
Date ____________________
Time ____________________
Room ___________________
Documents Sent:
___ Alcohol License
ABD ________________
___ Fireworks Permit
___ Road Race Permit
___ TOP
___ Vending Permit
___ Other ________________
Departments Included
___ City Manager: Brian
Phillips and Tasheik Kerr
___ CyRide: Jenny Bethurem
or Rob Holm
___ Electric: Mark Imhoff
___ Fire: Jason Ziph or Rich
Higgins
___ Parks & Rec: Craig
Kaufman or Joshua
Thompson
___ Public Works: Brad Becker
or Dave Cole
___ Police: Tom Shelton or
Mike Arkovich
___ Water: Heidi Petersen
___ Risk Management: Bill
Walton
CAA: Sarah Dvorsky
AMS: Sarah Dvorsky
ISU: Events
Authorization Committee
City Council Meeting
Date _____________________
___ Added to Agenda with CAF
Approved Y N
Reminder Date ____________
SPECIAL EVENT APPLICATION
Applications received less than thirty (30) days before the event may not be processed by
the City in time for the event and will automatically be denied. Each application is viewed
as a new event regardless of previous occasions.
Event Name
Location/Address
Region (Select one or more)
Ames Main Street (Downtown)
Campustown District
Iowa State University Property
City Parks
Other (please explain)
Please note that events occurring in the Downtown, Campustown, in City parks, or on ISU property
require prior approvals. A letter of support will be required from CAA if the event occurs in
Campustown or from Ames Main Street if the event occurs in Downtown. Please contact the
appropriate office well in advance:
Downtown - Ames Main Street: (515) 232-2310
Campustown Action Association: (515) 232-2310
ISU - Events Authorization Committee: (515) 294-1437
director@amesdowntown.org
sarahd@ameschamber.com
eventauthorization@iastate.edu
TIMELINE
Detailed Description of Event Activities (written overview of event and what’s going to happen)
Event Ends Date Time M T W R F Sa Su
Teardown
Complete Date Time M T W R F Sa Su
Event Category
Concert/Performance
Farmer/Outdoor Market
Other (please explain)
Athletic/Recreation
Exhibits/Misc.
Festival/Celebration
Parade/Procession/March
Rain Date Rain Location
Yes No
Is this an annual event? If yes, how many years?
Setup
Event Starts
or Kevin Gries
344
2
CONTACTS
State Zip Code
Cell Phone
Cell Phone
Sponsor/Applicant Name
Address
City
Daytime Phone
E-mail
Alternate Contact Name
Daytime Phone
E-mail
ATTENDANCE
Anticipated Daily Attendance
Yes No
Is this event open to the public?
Is your event being held in conjunction with another event (e.g. Farmers' Market, 4th of July, etc.)? If yes, please list:
ORGANIZATION STATUS/PROCEEDS
For-Profit
Bona Fide Tax Exempt
Nonprofit
Yes No
Are patron admission, entry, or participant fees required? If yes, please describe and provide
amounts:
Are vendor or other fees required? If yes, please provide amounts:
Percentage of net proceeds going towards fundraising %
Percentage of net proceeds going towards for-profit entity %
SECURITY
Ames Police Department 24 hour non-emergency phone number: 515-239-5133
Please complete the course at https://www.crowdmanagers.com/training for crowd management training.
Yes No
Have you hired a professional security company to develop and manage your event’s security plan?
If yes, please fill out the following information:
Security Organization
State Zip Phone
Address
City
Email
445
ITEM #:10
DATE:09-09-25
DEPT:P&R
SUBJECT:REQUEST TO USE MOTORIZED GOLF CARTS ON PATHS AT ADA
HAYDEN HERITAGE PARK FOR 2026 AMES TRIATHLON
COUNCIL ACTION FORM
BACKGROUND:
Iowa Multisport (IM) is requesting to use Ada Hayden Heritage Park (AHHP) to host its Ames
Triathlon on June 28, 2026. The event consists of a 500 M swim in the north lake, a 12-mile
bike ride that starts in the park and travels through north Ames, northwestern portions of Story
County and finishes in the park, and a 5k run that uses the hard surface path in the park. The
north parking lot is used for staging bikes and safety vehicles for the event. The shelter area is
used for registration and the finish line for the event. Over 350 individuals participated in the
2025 Ames Triathlon that was held this past June.
Staff met with representatives from IM in July to review the 2025 event. Overall, the 2025
event was very successful. IM presented staff with some changes they would like to implement
for the 2026 event. These changes were presented to the Parks and Recreation Commission
at its August 21, 2025, meeting. The requests are summarized below. Only requests #3
and #6, to allow motorized golf carts to be used on the paths at Ada Hayden, require
City Council approval. The remaining requests are either under the jurisdiction of the
Parks and Recreation Commission or staff or require no further action.
IM requested the following for its 2026 event:
1. Event Setup
For many years IM was given permission to set up bike racks and fencing on the evening prior
to the triathlon. For 2026, they requested to set up in the morning, the day prior to the event.
Staff approved this change administratively.
2. No Swimming Waiver
IM requested a waiver of the enforcement of the "No Swimming" rule at AHHP for the 2026
event. Swimming would occur between 7:00 - 10:00 AM on June 28.
Since this is a park rule, the Parks and Recreation Commission approved the waiver at its
August 21, 2025 meeting.
3. Motorized Vehicles on Paths - City Council Action Requested
IM requested the use of two motorized golf carts or similar type vehicles to use for the duration
of the 2026 event to set up water stations as well as assist volunteers in the event of an
emergency.
Since the operation of motorized vehicles on trails is prohibited by City ordinance, the Parks
and Recreation Commission recommends City Council waive enforcement of Section 19.9 of
Municipal Code for this event.
46
4. Early Park Entry
IM is requesting to enter the park on Sunday, June 28, 2026, for set up as early as 2:30 AM,
which is prior to regular park hours (6:00 AM- 10:30 PM). In previous years, the Commission
approved entry into the park as early as 5:00 AM, however, IM is requesting approval for early
park entry as early as 2:30 AM to set up in the event of unexpected weather conditions (wind,
rain, etc.)
City Ordinance delegates this authority to the Parks and Recreation Commission. Staff took no
issue with the request but recommended allowing IM entry into the park beginning at 3:30 AM.
Commission approved allowing IM into the park beginning at 3:30 AM.
5. Personal Watercraft
IM requested the approval to have a qualified and experience lifeguard with a personal
watercraft (jet ski) in the water during the swimming portion of the event to respond efficiently
in the event of a swimming participant emergency.
The City's Risk Manager reviewed this request and did not recommend approving the use of a
private individual's gas-powered personal watercraft based on the additional risk to the City.
IM will continue to utilize the Story County Dive Team, Ames Fire Department, Gilbert Fire
Department, certified lifeguards, and local paddlers to assist with the swimming portion of the
event. The Commission denied this request.
6. Youth Triathlon - City Council Action Requested
IM is requesting the option to host a youth triathlon at the park on the evening of Saturday,
June 27, 2026, to introduce youth to the sport.
Staff is in favor of this request as long as IM provides the same level of organization and have
in place the safety protocol as it would for the Sunday Triathlon. A no swimming waiver for
June 27, 4:00 - 8:00 pm, was approved by the Commission at its August 21 meeting.
Additionally, the Commission recommends Council approve waiving enforcement of no
motorized vehicles on the paths for this event.
7. Youth Triathlon Clinic
IM would like to start a youth triathlon course/clinic that would be hosted by the City of Ames
and taught by IM. The course would provide teaching and training for youth interested in
participating in a triathlon.
Staff is in favor of this request and will work with IM to develop, advertise, and implement the
course. No Commission or Council action was needed for this matter.
8. Swimming Practice
IM requested approval for participants of the Sunday event the ability to practice swimming in
the lake on the Saturday evening prior to acclimate themselves to the lake.
Since this is a park rule, the Commission can grant this waiver. However, staff doesn't feel
this is necessary as the opportunity is given for individuals to acclimate themselves to the lake
prior to the start of the event on June 28, 2026. The Commission denied this request.
47
ALTERNATIVES:
1. Waive enforcement of Section 19.9 of Ames Municipal Code to allow Iowa Multisport to
utilize two motorized golf carts or similar type vehicles on the trails at Ada Hayden
Heritage Park on the following dates:
a. From 4:00 - 8:00 p.m. on Saturday, June 27, 2026, for the Youth Triathlon
b. From 3:30 a.m. - 1:00 p.m. on Sunday, June 28, 2026, for the Ames Triathlon
2. Do not approve a waiver of enforcement of Section 19.9 of Municipal Code for these
events.
3. Refer this item back to staff for further information.
CITY MANAGER'S RECOMMENDED ACTION:
Iowa Multisport has done an excellent job in organizing and implementing a plan to
ensure a safe and high-quality event that showcases Ames and Ada Hayden Heritage
Park. Also, with the addition of the youth event, the weekend will only get better as it
provides an opportunity for the younger generation to participate in triathlons. Having
the ability to use golf carts or other like vehicles on the paths at the park allow efficient
response in many situations that may arise during the event. IM is in agreement with
the actions taken and/or recommended. Therefore, it is the recommendation of the City
Manager that the City Council approve Alternative #1.
48
ITEM #:11
DATE:09-09-25
DEPT:PW
SUBJECT:ACCEPTANCE OF FAA AIRPORT IMPROVEMENT PROGRAM (AIP) GRANT
AGREEMENT - AIRPORT AIRSIDE IMPROVEMENTS (RUNWAY 01-19
RECONSTRUCTION)
COUNCIL ACTION FORM
BACKGROUND:
The Federal Aviation Administration (FAA) has offered the City of Ames a grant under the
Airport Improvement Program (AIP) to fund the design, bidding, and grant administration
services for the Runway 01/19 Reconstruction project at Ames Municipal Airport. This project
will provide comprehensive design services for the reconstruction of Runway 01/19
(5,701 feet long by 100 feet wide) and its associated pavements.
The design scope includes topographic surveying, geotechnical investigations, aircraft fleet
mix analysis, FAA pavement design, construction safety and phasing plan development, and
preparation of complete bid documents. It also includes FAA grant administration for this
design phase. The pavement will be designed for up to 100,000 lb. aircraft, consistent with
FAA Aircraft Approach Category C and Airplane Design Group II standards, with potential
adjustments if future funding allows. The project also includes evaluation and adjustments to
airfield lighting, signage, and pavement markings as required to meet FAA criteria, with the
ability to incorporate Part 139 upgrades where applicable.
Construction is anticipated to be delivered in two phases through separate FAA construction
grants (FY 2026 and FY 2027). However, the design and bidding documents will be prepared
as a single package to ensure consistency and efficiency. The total estimated cost of the
design phase is $1,196,600, with the FAA grant funding of eligible costs up to a maximum
of $1,140,095. The City’s local share will be funded with Airport Improvement Funds
($56,505), consistent with the adopted Capital Improvements Plan.
Revenue Source
FAA AIP Grant Funds $1,140,095
Airport Improvement Funds $56,505
Total Revenues $1,196,600
Expense Category
Design $1,196,600
Total Expenses $1,196,600
ALTERNATIVES:
1. Accept the FAA AIP Grant Agreement for the Runway 01/19 Reconstruction Design
project in the amount of $1,140,095, with a local match of $56,505 from Airport
Improvement Funds.
2. Do not accept the FAA grant and provide direction to staff on how to proceed.
49
CITY MANAGER'S RECOMMENDED ACTION:
The reconstruction of Runway 01/19 is a vital airside upgrade to ensure safety and
operational dependability at Ames Municipal Airport. Accepting this FAA grant
guarantees the City 95% federal funding for the design phase for eligible costs up to a
maximum of $1,140,095 and sets the project up for FAA construction funding in the
future. Therefore, it is the recommendation of the City Manager that the City Council adopts
Alternative 1, as shown above.
ATTACHMENT(S):
Previous CAF - Approval of PSA
AMW-CEG-3-19-0004-034-2025-Grant_Agreement.pdf
50
ITEM #:20
DATE:04-08-25
DEPT:PW
SUBJECT:AIRPORT AIRSIDE IMPROVEMENTS
(RUNWAY 01-19 RECONSTRUCTION)
COUNCIL ACTION FORM
BACKGROUND:
The primary runway at the Ames Municipal Airport, Runway 01/19, is in deteriorated condition.
The surface consists of hot-mix asphalt over portland cement concrete and has a
current Pavement Condition Index (PCI) of 45—well below the Federal Aviation
Administration (FAA) threshold of 55 for reconstruction eligibility. Additionally,
underlying structural issues such as joint blowups present a safety concern for aircraft
operations.
The project involves full reconstruction of Runway 01/19 and portions of associated
taxiways, including A1–A4, parts of Crosswind Runway 13/31, and Parallel Taxiway B
within the Runway Safety Area.
Design efforts under this agreement will address all elements necessary for FAA approval and grant
eligibility, including topographic and geotechnical investigations, aircraft fleet mix analyses, and full
construction plan development. The project will be designed to FAA standards for Aircraft Approach
Category C and Airport Design Group II.
Design work is scheduled to begin in FY 2024/25, with construction anticipated to start in Spring 2026
(pending grant funding). The overall design will include phasing and construction planning intended to
minimize the duration of any full airport closures required during the reconstruction work.
Funding is programmed in the Capital Improvements Plan in FY 2025/26 and in FY 2026/27
based on guidance from the FAA staff overseeing the grant application process. The design
phase was previously programmed in FY 2024/25, with funding from an anticipated FAA grant
and the Airport Improvements Fund.
Bolton & Menk, Inc., has been selected to complete the design work through a task order
under their existing master agreement. The proposed fee of $1,196,600 was reviewed through
a n Independent Fee Evaluation (IFE) performed by Foth Engineering. That evaluation
confirmed the proposed fee to be fair and reasonable in accordance with FAA guidelines.
FUNDING SUMMARY:
Revenue Source FY
2024/25 FY 2025/26 FY 2026/27 Total
Federal Funds $735,000 $10,103,250 $14,307,000 $25,145,250
G.O. Bond Funds –$531,750 $753,000 $1,284,750
1
51
Airport Improvement Funds $130,000 ––$130,000
Total Revenues $865,000 $10,635,000 $15,060,000 $26,560,000
Revenue Source FY
2024/25 FY 2025/26 FY 2026/27 Total
Expense Category FY
2024/25
FY
2025/26 FY 2026/27 Total
Design $865,000 $331,000 –$1,196,000
Construction***––$24,079,250 $24,079,250
Inspection/Admin***––$1,284,750 $1,284,750
Total Expenses $865,000 $331,000 $25,364,000 $26,560,000
*** Estimated funds available for construction and inspection services. These numbers are based on
preliminary engineering and are expected to be updated upon receipt of bids.
ALTERNATIVES:
1. a. Approve a professional service agreement with Bolton & Menk, Inc. in an amount not to
exceed $1,196,600, contingent on FAA grant funding.
b. Approve the grant application for Federal Funds with the FAA.
2. Do not approve a professional services agreement with Bolton and Menk and thereby not proceed
with this airport improvement project at this time.
CITY MANAGER'S RECOMMENDED ACTION:
The reconstruction of Runway 01/19 is a critical airside improvement to ensure long-
term safety and operational reliability at the Ames Municipal Airport. Proceeding with
the design phase now ensures the City remains eligible for FAA funding and can
position the project for construction in FY 2026/27. Therefore, it is the recommendation of
the City Manager that the City Council adopt Alternative 1, as shown above.
ATTACHMENT(S):
Ames-Runway 1-19 Design PSA
IFE Consultant Fees Comparison
FAA Grant Application
2
52
3-19-0004-034-2025
2
Airports Division
Central Region
Iowa, Kansas, Missouri, Nebraska
FAA ACE-600
901 Locust
Kansas City, MO 64106
Mr. Damion Pregitzer
Traffic Engineer
City of Ames
515 Clark Avenue
Ames, IA 50010
Dear Mr. Pregitzer:
The Grant Offer for Airport Improvement Program (AIP) Project No. 3-19-0004-034-2025 at Ames
Municipal Airport is attached for execution. This letter outlines the steps you must take to properly
enter into this agreement and provides other useful information. Please read the conditions, special
conditions, and assurances that comprise the grant offer carefully.
You may not make any modification to the text, terms or conditions of the grant offer.
Steps You Must Take to Enter Into Agreement. To properly enter into this agreement, you must do the
following:
1. The governing body must give authority to execute the grant to the individual(s) signing the
grant, i.e., the person signing the document must be the sponsor’s authorized representative(s)
(hereinafter “authorized representative”).
2. The authorized representative must execute the grant by adding their electronic signature to
the appropriate certificate at the end of the agreement.
3. Once the authorized representative has electronically signed the grant, the sponsor’s attorney(s)
will automatically receive an email notification.
4. On the same day or after the authorized representative has signed the grant, the sponsor’s
attorney(s) will add their electronic signature to the appropriate certificate at the end of the
agreement.
5. If there are co-sponsors, the authorized representative(s) and sponsor’s attorney(s) must follow
the above procedures to fully execute the grant and finalize the process. Signatures must be
obtained and finalized no later than September 12, 2025.
6. The fully executed grant will then be automatically sent to all parties as an email attachment.
Payment. Subject to the requirements in 2 CFR § 200.305 (Federal Payment), each payment request for
reimbursement under this grant must be made electronically via the Delphi eInvoicing System. Please
see the attached Grant Agreement for more information regarding the use of this System.
Project Timing. The terms and conditions of this agreement require you to complete the project without
undue delay and no later than the Period of Performance end date (1,460 days from the grant execution
date). We will be monitoring your progress to ensure proper stewardship of these Federal funds. We
expect you to submit payment requests for reimbursement of allowable incurred project expenses
consistent with project progress. Your grant may be placed in “inactive” status if you do not make draws
53
3-19-0004-034-2025
3
on a regular basis, which will affect your ability to receive future grant offers. Costs incurred after the
Period of Performance ends are generally not allowable and will be rejected unless authorized by the
FAA in advance.
Reporting. Until the grant is completed and closed, you are responsible for submitting formal reports as
follows:
For all grants, you must submit by December 31st of each year this grant is open:
1. A signed/dated SF-270 (Request for Advance or Reimbursement for non-construction
projects) or SF-271 or equivalent (Outlay Report and Request for Reimbursement for
Construction Programs), and
2. An SF-425 (Federal Financial Report).
For non-construction projects, you must submit FAA Form 5100-140, Performance Report within
30 days of the end of the Federal fiscal year.
For construction projects, you must submit FAA Form 5370-1, Construction Progress and
Inspection Report, within 30 days of the end of each Federal fiscal quarter.
Audit Requirements. As a condition of receiving Federal assistance under this award, you must comply
with audit requirements as established under 2 CFR Part 200. Subpart F requires non-Federal entities
that expend $1,000,000 or more in Federal awards to conduct a single or program specific audit for that
year. Note that this includes Federal expenditures made under other Federal-assistance programs.
Please take appropriate and necessary action to ensure your organization will comply with applicable
audit requirements and standards.
Closeout. Once the project(s) is completed and all costs are determined, we ask that you work with your
FAA contact indicated below to close the project without delay and submit the necessary final closeout
documentation as required by your Region/Airports District Office.
FAA Contact Information. Ryan DaMetz, Ph: (816) 329-2628, is the assigned program manager for this
grant and is readily available to assist you and your designated representative with the requirements
stated herein.
We sincerely value your cooperation in these efforts and look forward to working with you to complete
this important project.
Sincerely,
Rodney N. Joel
Director, Central Region Airports Division
54
3-19-0004-034-2025
4
U.S. Department
of Transportation
Federal Aviation
Administration
FEDERAL AVIATION ADMINISTRATION AIRPORT IMPROVEMENT PROGRAM (AIP)
FY 2025 AIP
GRANT AGREEMENT
Part I - Offer
Federal Award Offer Date {{DateTime_es_:signer1:calc(now()):format(date," mmmm d, yyyy")}}
Airport/Planning Area Ames Municipal
AIP Grant Number 3-19-0004-034-2025
Unique Entity Identifier WV9ZMFEMMH38
TO: City of Ames
(herein called the "Sponsor") (For Co-Sponsors, list all Co-Sponsor names. The word "Sponsor" in this Grant Agreement also
applies to a Co-Sponsor.)
FROM: The United States of America (acting through the Federal Aviation Administration, herein
called the "FAA")
WHEREAS, the Sponsor has submitted to the FAA a Project Application dated April 08, 2025, for a grant
of Federal funds for a project at or associated with the Ames Municipal Airport, which is included as
part of this Grant Agreement; and
WHEREAS, the FAA has approved a project for the Ames Municipal Airport (herein called the “Project”)
consisting of the following:
Reconstruct Runway 1-19 (5,701 ft. by 100 ft.) and Portions of Associated Taxiways and Runway 13-31
(within Runway 1-19 Safety Area) Phase 1 - Design
which is more fully described in the Project Application.
NOW THEREFORE, Pursuant to and for the purpose of carrying out the Title 49, United States Code
(U.S.C.), Chapters 471 and 475; 49 U.S.C. §§ 40101 et seq., and 48103; FAA Reauthorization Act of 2018
(Public Law Number (P.L.) 115-254); the Department of Transportation Appropriations Act, 2021 ( P.L.
116-260, Division L); the Consolidated Appropriations Act, 2022 ( P.L. 117-103); Consolidated
Appropriations Act, 2023 ( P.L. 117-328); Consolidated Appropriations Act, 2024 (P.L. 118-42); FAA
55
3-19-0004-034-2025
5
Reauthorization Act of 2024 (P.L. 118-63); and the representations contained in the Project Application;
and in consideration of: (a) the Sponsor’s adoption and ratification of the Grant Assurances dated April
2025, interpreted and applied consistent with the FAA Reauthorization Act of 2024; (b) the Sponsor’s
acceptance of this Offer; and (c) the benefits to accrue to the United States and the public from the
accomplishment of the Project and compliance with the Grant Assurance and conditions as herein
provided;
THE FEDERAL AVIATION ADMINISTRATION, FOR AND ON BEHALF OF THE UNITED STATES, HEREBY
OFFERS AND AGREES to pay Ninety-Five (95%) of the allowable costs incurred accomplishing the
Project as the United States share of the Project.
Assistance Listings Number (Formerly CFDA Number): 20.106
This Offer is made on and SUBJECT TO THE FOLLOWING TERMS AND CONDITIONS:
CONDITIONS
1. Maximum Obligation. The maximum obligation of the United States payable under this Offer is
$1,140,095.00.
The following amounts represent a breakdown of the maximum obligation for the purpose of
establishing allowable amounts for any future grant amendment, which may increase the foregoing
maximum obligation of the United States under the provisions of 49 U.S.C. § 47108(b):
$0 for planning
$1,140,095.00 for airport development or noise program implementation; and,
$0 for land acquisition.
The source of this Grant includes funding from the Small Airport Fund, in accordance with 49 U.S.C.
§ 47116.
2. Grant Performance. This Grant Agreement is subject to the following Federal award requirements:
a. Period of Performance:
1. Shall start on the date the Sponsor formally accepts this Agreement and is the date signed
by the last Sponsor signatory to the Agreement. The end date of the Period of Performance
is 4 years (1,460 calendar days) from the date of acceptance. The Period of Performance end
date shall not affect, relieve, or reduce Sponsor obligations and assurances that extend
beyond the closeout of this Grant Agreement.
2. Means the total estimated time interval between the start of an initial Federal award and
the planned end date, which may include one or more funded portions or budget periods (2
Code of Federal Regulations (CFR) § 200.1) except as noted in 49 U.S.C § 47142(b).
b. Budget Period:
1. For this Grant is 4 years (1,460 calendar days) and follows the same start and end date as
the Period of Performance provided in paragraph 2(a)(1). Pursuant to 2 CFR § 200.403(h),
the Sponsor may charge to the Grant only allowable costs incurred during the Budget Period
except as stated in 49 U.S.C § 47142(b). Eligible project related costs incurred on or after
November 15, 2021, that comply with all Federal funding, procurement requirements and
FAA standards are allowable costs.
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2. Means the time interval from the start date of a funded portion of an award to the end date
of that funded portion during which the Sponsors are authorized to expend the funds
awarded, including any funds carried forward or other revisions pursuant to 2 CFR
§ 200.308.
c. Close Out and Termination:
Unless the FAA authorizes a written extension, the Sponsor must submit all Grant closeout
documentation and liquidate (pay-off) all obligations incurred under this award no later
than 120 calendar days after the end date of the Period of Performance. If the Sponsor does
not submit all required closeout documentation within this time period, the FAA will
proceed to close out the grant within one year of the Period of Performance end date with
the information available at the end of 120 days (2 CFR § 200.344). The FAA may terminate
this agreement and all of its obligations under this agreement if any of the following occurs:
(a) (1) The Sponsor fails to obtain or provide any Sponsor grant contribution as required by
the agreement;
(2) A completion date for the Project or a component of the Project is listed in the
agreement and the Recipient fails to meet that milestone by six months after the date
listed in the agreement;
(3) The Sponsor fails to comply with the terms and conditions of this agreement,
including a material failure to comply with the Project Schedule even if it is beyond the
reasonable control of the Sponsor;
(4) Circumstances cause changes to the Project that the FAA determines are
inconsistent with the FAA’s basis for selecting the Project to receive a grant; or
(5) The FAA determines that termination of this agreement is in the public interest.
(b) In terminating this agreement under this section, the FAA may elect to consider only the
interests of the FAA.
(c) The Sponsor may request that the FAA terminate the agreement under this section.
3. Ineligible or Unallowable Costs. In accordance with 49 U.S.C. § 49 U.S.C. § 47110, the Sponsor is
prohibited from including any costs in the grant funded portions of the project that the FAA has
determined to be ineligible or unallowable, including costs incurred to carry out airport
development implementing policies and initiatives repealed by Executive Order 14148, provided
such costs are not otherwise permitted by statute.
4. Indirect Costs - Sponsor. The Sponsor may charge indirect costs under this award by applying the
indirect cost rate identified in the project application as accepted by the FAA, to allowable costs for
Sponsor direct salaries and wages.
5. Determining the Final Federal Share of Costs. The United States’ share of allowable project costs
will be made in accordance with 49 U.S.C. § 47109, the regulations, policies, and procedures of the
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Secretary of Transportation (“Secretary”), and any superseding legislation. Final determination of
the United States’ share will be based upon the final audit of the total amount of allowable project
costs and settlement will be made for any upward or downward adjustments to the Federal share of
costs.
6. Completing the Project Without Delay and in Conformance with Requirements. The Sponsor must
carry out and complete the project without undue delays and in accordance with this Agreement, 49
U.S.C. Chapters 471 and 475, the regulations, policies, and procedures of the Secretary. Per 2 CFR
§ 200.308, the Sponsor agrees to report and request prior FAA approval for any disengagement from
performing the project that exceeds three months or a 25 percent reduction in time devoted to the
project. The report must include a reason for the project stoppage. The Sponsor also agrees to
comply with the grant assurances, which are part of this Agreement.
7. Amendments or Withdrawals before Grant Acceptance. The FAA reserves the right to amend or
withdraw this offer at any time prior to its acceptance by the Sponsor.
8. Offer Expiration Date. This offer will expire and the United States will not be obligated to pay any
part of the costs of the project unless this offer has been accepted by the Sponsor on or before
September 12, 2025 orsuch subsequent date as may be prescribed in writing by the FAA.
9. Improper Use of Federal Funds and Mandatory Disclosure.
a. The Sponsor must take all steps, including litigation if necessary, to recover Federal funds spent
fraudulently, wastefully, or in violation of Federal antitrust statutes, or misused in any other
manner for any project upon which Federal funds have been expended. For the purposes of this
Grant Agreement, the term “Federal funds” means funds however used or dispersed by the
Sponsor, that were originally paid pursuant to this or any other Federal grant agreement. The
Sponsor must obtain the approval of the Secretary as to any determination of the amount of the
Federal share of such funds. The Sponsor must return the recovered Federal share, including
funds recovered by settlement, order, or judgment, to the Secretary. The Sponsor must furnish
to the Secretary, upon request, all documents and records pertaining to the determination of
the amount of the Federal share or to any settlement, litigation, negotiation, or other efforts
taken to recover such funds. All settlements or other final positions of the Sponsor, in court or
otherwise, involving the recovery of such Federal share require advance approval by the
Secretary.
b. The Sponsor, a recipient, and a subrecipient under this Federal grant must promptly comply
with the mandatory disclosure requirements as established under 2 CFR § 200.113, including
reporting requirements related to recipient integrity and performance in accordance with
Appendix XII to 2 CFR Part 200.
10. United States Not Liable for Damage or Injury. The United States is not responsible or liable for
damage to property or injury to persons which may arise from, or be incident to, compliance with
this Grant Agreement.
11. System for Award Management (SAM) Registration and Unique Entity Identifier (UEI).
a. Requirement for System for Award Management (SAM): Unless the Sponsor is exempted from
this requirement under 2 CFR § 25.110, the Sponsor must maintain the currency of its
information in the SAM until the Sponsor submits the final financial report required under this
Grant, or receives the final payment, whichever is later. This requires that the Sponsor review
and update the information at least annually after the initial registration and more frequently if
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required by changes in information or another award term. Additional information about
registration proocedures may be found at tche SAM website (currently at http://www.sam.gov).
b. Unique entity identifier (UEI) means a 12-character alpha-numeric value used to identify a
specific commercial, nonprofit or governmental entity. A UEI may be obtained from SAM.gov at
https://sam.gov/content/entity-registration.
12. Electronic Grant Payment(s). Unless otherwise directed by the FAA, the Sponsor must make each
payment request under this Agreement electronically via the Delphi eInvoicing System for
Department of Transportation (DOT) Financial Assistance Awardees.
13. Informal Letter Amendment of AIP Projects. If, during the life of the project, the FAA determines
that the maximum grant obligation of the United States exceeds the expected needs of the Sponsor
by $25,000 or five percent (5%), whichever is greater, the FAA can issue a letter amendment to the
Sponsor unilaterally reducing the maximum obligation.
The FAA can also issue a letter to the Sponsor increasing the maximum obligation if there is an
overrun in the total actual eligible and allowable project costs to cover the amount of the overrun
provided it will not exceed the statutory limitations for grant amendments. The FAA’s authority to
increase the maximum obligation does not apply to the “planning” component of Condition No. 1,
Maximum Obligation.
The FAA can also issue an informal letter amendment that modifies the grant description to correct
administrative errors or to delete work items if the FAA finds it advantageous and in the best
interests of the United States.
An informal letter amendment has the same force and effect as a formal grant amendment.
14. Environmental Standards. The Sponsor is required to comply with all applicable environmental
standards, as further defined in the Grant Assurances, for all projects in this grant. If the Sponsor
fails to comply with this requirement, the FAA may suspend, cancel, or terminate this Grant
Agreement.
15. Financial Reporting and Payment Requirements. The Sponsor will comply with all Federal financial
reporting requirements and payment requirements, including submittal of timely and accurate
reports.
16. Buy American. Unless otherwise approved in advance by the FAA, in accordance with 49 U.S.C.
§ 50101, the Sponsor will not acquire or permit any contractor or subcontractor to acquire any steel
or manufactured goods produced outside the United States to be used for any project for which
funds are provided under this Grant. The Sponsor will include a provision implementing Buy
American in every contract and subcontract awarded under this Grant.
17. Build America, Buy America. The Sponsor must comply with the requirements under the Build
America, Buy America Act (P.L. 117-58).
18. Maximum Obligation Increase. In accordance with 49 U.S.C. § 47108(b)(3), as amended, the
maximum obligation of the United States, as stated in Condition No. 1, Maximum Obligation, of this
Grant:
a. May not be increased for a planning project;
b. May be increased by not more than 15 percent for development projects if funds are available;
c. May be increased by not more than the greater of the following for a land project, if funds are
available:
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1. 15 percent; or
2. 25 percent of the total increase in allowable project costs attributable to acquiring an
interest in the land.
If the Sponsor requests an increase, any eligible increase in funding will be subject to the United
States Government share as provided in 49 U.S.C. § 47110, or other superseding legislation if
applicable, for the fiscal year appropriation with which the increase is funded. The FAA is not
responsible for the same Federal share provided herein for any amount increased over the initial
grant amount. The FAA may adjust the Federal share as applicable through an informal letter of
amendment.
19. Audits for Sponsors.
The Sponsor must provide for a Single Audit or program-specific audit in accordance with 2 CFR Part
200. The Sponsor must submit the audit reporting package to the Federal Audit Clearinghouse on
the Federal Audit Clearinghouse’s Internet Data Entry System at
http://harvester.census.gov/facweb/. Upon request of the FAA, the Sponsor shall provide one copy
of the completed audit to the FAA. Sponsors that expend less than $1,000,000 in Federal awards
and are exempt from Federal audit requirements must make records available for review or audit by
the appropriate Federal agency officials, State, and Government Accountability Office. The FAA and
other appropriate Federal agencies may request additional information to meet all Federal audit
requirements.
20. Suspension or Debarment. When entering into a “covered transaction” as defined by 2 CFR
§ 180.200, the Sponsor must:
a. Verify the non-Federal entity is eligible to participate in this Federal program by:
1. Checking the System for Award Management (SAM.gov) exclusions to determine if the non-
Federal entity is excluded or disqualified; or
2. Collecting a certification statement from the non-Federal entity attesting they are not
excluded or disqualified from participating; or
3. Adding a clause or condition to covered transactions attesting the individual or firm are not
excluded or disqualified from participating.
b. Require prime contractors to comply with 2 CFR § 180.330 when entering into lower-tier
transactions with their contractors and sub-contractors.
c. Immediately disclose in writing to the FAA whenever (1) the Sponsor learns it has entered into a
covered transaction with an ineligible entity or (2) the Public Sponsor suspends or debars a
contractor, person, or entity.
21. Ban on Texting While Driving.
a. In accordance with Executive Order 13513, Federal Leadership on Reducing Text Messaging
While Driving, October 1, 2009, and DOT Order 3902.10, Text Messaging While Driving,
December 30, 2009, the Sponsor is encouraged to:
1. Adopt and enforce workplace safety policies to decrease crashes caused by distracted
drivers including policies to ban text messaging while driving when performing any work for,
or on behalf of, the Federal government, including work relating to a grant or subgrant.
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2. Conduct workplace safety initiatives in a manner commensurate with the size of the
business, such as:
i. Establishment of new rules and programs or re-evaluation of existing programs to
prohibit text messaging while driving; and
ii. Education, awareness, and other outreach to employees about the safety risks
associated with texting while driving.
b. The Sponsor must insert the substance of this clause on banning texting while driving in all
subgrants, contracts, and subcontracts funded with this Grant.
22. Trafficking in Persons.
a. Posting of contact information.
1. The Sponsor must post the contact information of the national human trafficking hotline
(including options to reach out to the hotline such as through phone, text, or TTY) in all
public airport restrooms.
b. Provisions applicable to a recipient that is a private entity.
a. Under this Grant, the recipient, its employees, subrecipients under this Grant, and
subrecipient’s employees must not engage in:
i. Severe forms of trafficking in persons;
ii. The procurement of a commercial sex act during the period of time that the
grant or cooperative agreement is in effect;
iii. The use of forced labor in the performance of this grant; or any subaward; or
iv. Acts that directly support or advance trafficking in persons, including the
following acts:
a) Destroying, concealing, removing, confiscating, or otherwise denying an
employee access to that employee’s identity or immigration documents;
b) Failing to provide return transportation of pay for return transportation costs to
an employee from a country outside the United States to the country from
which the employee was recruited upon the end of employment if requested by
the employee, unless:
1. Exempted from the requirement to provide or pay for such return
transportation by the federal department or agency providing or
entering into the grant; or
2. The employee is a victim of human trafficking seeking victim services or
legal redress in the country of employment or witness in a human
trafficking enforcement action;
c) Soliciting a person for the purpose of employment, or offering employment, by
means of materially false or fraudulent pretenses, representations, or promises
regarding that employment;
d) Charging recruited employees a placement or recruitment fee; or
e) Providing or arranging housing that fails to meet the host country’s housing and
safety standards.
b. The FAA may unilaterally terminate this Grant or take any remedial actions authorized
by 22 U.S.C. § 7104b(c), without penalty, if any private entity under this Grant:
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i. Is determined to have violated a prohibition in paragraph (2)(a) of this Grant; or
ii. Has an employee that is determined to have violated a prohibition in
paragraph(2)(a) of this Grant through conduct that is either:
a) Associated with the performance under this Grant; or
b) Imputed to the recipient or the subrecipient using the standards and due
process for imputing the conduct of an individual to an organization that are
provided in 2 CFR Part 180, “OMB Guidelines to Agencies on Government-wide
Debarment and Suspension (Nonprocurement),” as implemented by the FAA at
2 CFR Part 1200.
3. Provisions applicable to a recipient other than a private entity.
a. The FAA may unilaterally terminate this award or take any remedial actions authorized
by 22 U.S.C. § 7104b(c), without penalty, if subrecipient than is a private entity under
this award:
i. Is determined to have violated a prohibition in paragraph (2)(a) of this Grant or
ii. Has an employee that is determined to have violated a prohibition in paragraph
(2)(a) of this Grant through conduct that is either:
a) Associated with the performance under this Grant; or
b) Imputed to the recipient or the subrecipient using the standards and due
process for imputing the conduct of an individual to an organization that are
provided in 2 CFR Part 180, “OMB Guidelines to Agencies on Government-
wide Debarment and Suspension (Nonprocurement),” as implemented by
the FAA at 2 CFR Part 1200.
4. Provisions applicable to any recipient.
a. The recipient must inform the FAA and the DOT Inspector General immediately of any
information you receive from any source alleging a violation of a prohibition in
paragraph (2)(a) of this Grant.
b. The FAA’s right to unilaterally terminate this Grant as described in paragraphs (2)(b) or
(3)(a) of this Grant, implements the requirements of 22 U.S.C. chapter 78, and is in
addition to all other remedies for noncompliance that are available to the FAA under
this Grant.
c. The recipient must include the requirements of paragraph (2)(a) of this Grant award
term in any subaward it makes to a private entity.
d. If applicable, the recipient must also comply with the compliance plan and certification
requirements in 2 CFR 175.105(b).
5. Definitions. For purposes of this Grant award, term:
a. “Employee” means either:
i. An individual employed by the recipient or a subrecipient who is engaged in the
performance of the project or program under this Grant; or
ii. Another person engaged in the performance of the project or program under this
Grant and not compensated by the recipient including, but not limited to, a
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volunteer or individual whose services are contributed by a third party as an in-kind
contribution toward cost sharing requirements.
b. “Private Entity” means:
i. Any entity, including for-profit organizations, nonprofit organizations, institutions of
higher education, and hospitals. The term does not include foreign public entities,
Indian Tribes, local governments, or states as defined in 2 CFR 200.1.
ii. The terms “severe forms of trafficking in persons,” “commercial sex act,” “sex
trafficking,” “Abuse or threatened abuse of law or legal process,” “coercion,” “debt
bondage,” and “involuntary servitude” have the meanings given at section 103 of
the TVPA, as amended (22 U.S.C. § 7102).
23. AIP Funded Work Included in a PFC Application. Within 120 days of acceptance of this Grant
Agreement, the Sponsor must submit to the FAA an amendment to any approved Passenger Facility
Charge (PFC) application that contains an approved PFC project also covered under this Grant
Agreement as described in the project application. The airport sponsor may not make any
expenditure under this Grant Agreement until project work addressed under this Grant Agreement
is removed from an approved PFC application by amendment.
24. Exhibit “A” Property Map. The Exhibit “A” Property Map dated March 01, 1997, is incorporated
herein by reference or is submitted with the project application and made part of this Grant
Agreement.
25. Employee Protection from Reprisal. In accordance with 2 CFR § 200.217 and 41 U.S.C. § 4712, an
employee of a grantee, subgrantee contractor, recipient or subrecipient must not be discharged,
demoted, or otherwise discriminated against as a reprisal for disclosing to a person or body
described in paragraph (a)(2) of 41 U.S.C. 4712 information that the employee reasonably believes is
evidence of gross mismanagement of a Federal contract or grant, a gross waste of Federal funds, an
abuse of authority relating to a Federal contract or grant, a substantial and specific danger to public
health or safety, or a violation of law, rule, or regulation related to a Federal contract (including the
competition for or negotiation of a contract) or grant. The grantee, subgrantee, contractor,
recipient, or subrecipient must inform their employees in writing of employee whistleblower rights
and protections under 41 U.S.C. § 4712. See statutory requirements for whistleblower protections at
10 U.S.C. § 4701, 41 U.S.C. § 4712, 41 U.S.C. § 4304, and 10 U.S.C. § 4310.
26. Co-Sponsor. The Co-Sponsors, if any, understand and agree that they jointly and severally adopt and
ratify the representations and assurances contained therein and that the word "Sponsor" as used in
the application and other assurances is deemed to include all Co-Sponsors.
27. Prohibited Telecommunications and Video Surveillance Services and Equipment. The Sponsor
agrees to comply with mandatory standards and policies relating to use and procurement of certain
telecommunications and video surveillance services or equipment in compliance with the National
Defense Authorization Act [P.L. 115-232 § 889(f)(1)] and 2 CFR § 200.216.
28. Critical Infrastructure Security and Resilience. The Sponsor acknowledges that it has considered
and addressed physical and cybersecurity and resilience in its project planning, design, and
oversight, as determined by the DOT and the Department of Homeland Security (DHS). For airports
that do not have specific DOT or DHS cybersecurity requirements, the FAA encourages the voluntary
adoption of the cybersecurity requirements from the Transportation Security Administration and
Federal Security Director identified for security risk Category X airports.
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29. Title VI of the Civil Rights Act. As a condition of a grant award, the Sponsor shall demonstrate that
it complies with the provisions of Title VI of the Civil Rights Act of 1964 (42 U.S.C. §§ 2000d et seq)
and implementing regulations (49 CFR part 21), the Airport and Airway Improvement Act of 1982 (49
U.S.C. § 47123), the Age Discrimination Act of 1975 (42 U.S.C. 6101 et seq.), Section 504 of the
Rehabilitation Act of 1973 (29 U.S.C. § 794 et seq.), the Americans with Disabilities Act of 1990 (42
U.S.C. § 12101, et seq.), U.S. Department of Transportation and Federal Aviation Administration
(FAA) Assurances, and other relevant civil rights statutes, regulations, or authorities, including any
amendments or updates thereto. This may include, as applicable, providing a current Title VI
Program Plan to the FAA for approval, in the format and according to the timeline required by the
FAA, and other information about the communities that will be benefited and impacted by the
project. A completed FAA Title VI Pre-Grant Award Checklist is required for every grant application,
unless excused by the FAA. The Sponsor shall affirmatively ensure that when carrying out any
project supported by this grant that it complies with all federal nondiscrimination and civil rights
laws based on race, color, national origin, sex, creed, age, disability, genetic information, in
consideration for federal financial assistance. The Department’s and FAA’s Office of Civil Rights may
provide resources and technical assistance to recipients to ensure full and sustainable compliance
with Federal civil rights requirements. Failure to comply with civil rights requirements will be
considered a violation of the agreement or contract and be subject to any enforcement action as
authorized by law.
30. FAA Reauthorization Act of 2024. This grant agreement is subject to the terms and conditions
contained herein including the terms known as the Grant Assurances as they were published in the
Federal Register on April 2025. On May 16, 2024, the FAA Reauthorization Act of 2024 made certain
amendments to 49 U.S.C. chapter 471. The Reauthorization Act will require FAA to make certain
amendments to the assurances in order to best achieve consistency with the statute. Federal law
requires that FAA publish any amendments to the assurances in the Federal Register along with an
opportunity to comment. In order not to delay the offer of this grant, the existing assurances are
attached herein; however, FAA shall interpret and apply these assurances consistent with the
Reauthorization Act. To the extent there is a conflict between the assurances and Federal statutes,
the statutes shall apply. The full text of the FAA Reauthorization Act of 2024 is at
https://www.congress.gov/bill/118th-congress/house-bill/3935/text
31. Applicable Federal Anti-Discrimination Laws. Pursuant to Section (3)(b)(iv), Executive Order 1473,
Ending Illegal Discrimination and Restoring Merit-Based Opportunity, the sponsor:
a. Agrees that its compliance in all respects with all applicable Federal anti-discrimination laws
is material to the government’s payment decisions for purposes of 31 U.S.C. 3729(b)(4) and
b. certifies that it does not operate any programs promoting diversity, equity, and inclusion
(DEI) initiatives that violate any applicable Federal anti-discrimination laws.
32. Federal Law and Public Policy Requirements. The Sponsor shall ensure that Federal funding is
expended in full accordance with the United States Constitution, Federal law, and statutory and
public policy requirements: including but not limited to, those protecting free speech, religious
liberty, public welfare, the environment, and prohibiting discrimination; and the Sponsor will
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cooperate with Federal officials in the enforcement of Federal law, including cooperating with and
not impeding U.S. Immigration and Customs Enforcement (ICE) and other Federal offices and
components of the Department of Homeland Security in and the enforcement of Federal
immigration law.
33. National Airspace System Requirements
a. The Sponsor shall cooperate with FAA ac vi es installing, maintaining, replacing, improving, or
opera ng equipment and facili es in or suppor ng the Na onal Airspace System, including
waiving permi ng requirements and other restric ons affec ng those ac vi es to the
maximum extent possible, and assisting the FAA in securing waivers of permitting or other
restrictions from other authorities. The Sponsor shall not take ac ons that frustrate or prevent
the FAA from installing, maintaining, replacing, improving, or opera ng equipment and facili es
in or suppor ng the Na onal Airspace System.
b. If FAA determines that the Sponsor has violated subsec on (a), the FAA may impose a remedy,
including:
(1) addi onal condi ons on the award;
(2) consistent with 49 U.S.C chapter 471,.any remedy permi ed under 2 C.F.R. 200.339–
200.340, including withholding of payments; disallowance of previously reimbursed
costs, requiring refunds from the Recipient to the DOT; suspension or termina on of the
award; or suspension and debarment under 2 C.F.R. part 180; or
(3) any other remedy legally available.
c. (In imposing a remedy under this condi on, the FAA may elect to consider the interests of only
the FAA.
d. The Sponsor acknowledges that amounts that the FAA requires the Sponsor to refund to the
FAA due to a remedy under this condi on cons tute a debt to the Federal Government that the
FAA may collect under 2 C.F.R. 200.346 and the Federal Claims Collec on Standards (31 C.F.R.
parts 900–904).
34. Signage Costs for Construction Projects. The Sponsor agrees that it will require the prime contractor
of a Federally- assisted airport improvement project to post signs consistent with a DOT/FAA-
prescribed format, as may be requested by the DOT/FAA, and further agrees to remove any signs
posted in response to requests received prior to February 1, 2025.
35. Title 8 - U.S.C., Chapter 12, Subchapter II - Immigration. The sponsor will follow applicable federal
laws pertaining to Subchapter 12, and be subject to the penalties set forth in 8 U.S.C. § 1324,
Bringing in and harboring certain aliens, and 8 U.S.C. § 1327, Aiding or assisting certain aliens to
enter.
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SPECIAL CONDITIONS
36. Protection of Runway Protection Zone - Airport Property. The Sponsor agrees to prevent the
erection or creation of any structure, place of public assembly, or other use in the Runway
Protection Zone, as depicted on the Exhibit “A”: Property Map, except for Navigational Aids
(NAVAIDS) that are fixed by their functional purposes or any other structure permitted by the FAA.
The Sponsor further agrees that any existing structures or uses within the Runway Protection Zone
will be cleared or discontinued by the Sponsor unless approved by the FAA.
37. Protection of Runway Protection Zone - Easement. The Sponsor, under the easement, agrees to
take any and all steps necessary to ensure that the owner of the land within the designated Runway
Protection Zone will not build any structure in the Runway Protection Zone that is an airport hazard
or which might create glare or misleading lights or lead to the construction of residences, fuel
handling and storage facilities, smoke generating activities, or places of public assembly, such as
churches, schools, office buildings, shopping centers, and stadiums.
38. Plans and Specifications Prior to Bidding. The Sponsor agrees that it will submit plans and
specifications for FAA review prior to advertising for bids.
39. Design Grant. This Grant Agreement is being issued in order to complete the design of the project.
The Sponsor understands and agrees that within two (2) years after the design is completed that the
Sponsor will accept, subject to the availability of the amount of Federal funding identified in the
Airport Capital Improvement Plan (ACIP), a grant to complete the construction of the project in
order to provide a useful and usable unit of work. The Sponsor also understands that if the FAA has
provided Federal funding to complete the design for the project, and the Sponsor has not completed
the design within four (4) years from the execution of this Grant Agreement, the FAA may suspend
or terminate grants related to the design.
40. Airports Geographic Information System (GIS) Survey. If the Airport’s GIS survey is not reflected in
the Airports Data Information Portal (ADIP) meeting FAA requirements within four (4) years from
the date of grant execution, then the Sponsor may be required to repay that portion of this Grant
related to survey work.
41. Buy American Executive Orders. The Sponsor agrees to abide by applicable Executive Orders in
effect at the time this Grant Agreement is executed, including Executive Order 14005, Ensuring the
Future Is Made in All of America by All of America’s Workers.
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The Sponsor’s acceptance of this Offer and ratification and adoption of the Project Application
incorporated herein shall be evidenced by execution of this instrument by the Sponsor, as hereinafter
provided, and this Offer and Acceptance shall comprise a Grant Agreement, constituting the contractual
obligations and rights of the United States and the Sponsor with respect to the accomplishment of the
Project and compliance with the Grant Assurances, terms, and conditions as provided herein. Such Grant
Agreement shall become effective upon the Sponsor’s acceptance of this Offer.
Please read the following information: By signing this document, you are agreeing that you have
reviewed the following consumer disclosure information and consent to transact business using
electronic communications, to receive notices and disclosures electronically, and to utilize electronic
signatures in lieu of using paper documents. You are not required to receive notices and disclosures or
sign documents electronically. If you prefer not to do so, you may request to receive paper copies and
withdraw your consent at any time.
I declare under penalty of perjury that the foregoing is true and correct.1
{{Sig_es_:signer1: signature}}
(Signature of Sponsor’s Authorized Official)
Rodney N Joel
(Typed Name)
Acting Director, Central Region Airports Division
(Title of FAA Official
1 Knowingly and willfully providing false information to the Federal government is a violation of 18 U.S.C. § 1001
(False Statements) and could subject you to fines, imprisonment, or both.
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3-19-0004-034-2025
17
PART II - ACCEPTANCE
The Sponsor does hereby ratify and adopt all assurances, statements, representations, warranties,
covenants, and agreements contained in the Project Application and incorporated materials referred to
in the foregoing Offer, and does hereby accept this Offer and by such acceptance agrees to comply with
all of the Grant Assurances, terms, and conditions in this Offer and in the Project Application.
Please read the following information: By signing this document, you are agreeing that you have
reviewed the following consumer disclosure information and consent to transact business using
electronic communications, to receive notices and disclosures electronically, and to utilize electronic
signatures in lieu of using paper documents. You are not required to receive notices and disclosures or
sign documents electronically. If you prefer not to do so, you may request to receive paper copies and
withdraw your consent at any time.
I declare under penalty of perjury that the foregoing is true and correct.2
Dated {{DateTime_es_:signer2:calc(now()):format(date," mmmm d, yyyy")}}
City of Ames
(Name of Sponsor)
{{Sig_es_:signer2: signature}}
(Signature of Sponsor’s Authorized Official)
By: {{N_es_:signer2: fullname}}
(Typed Name of Sponsor’s Authorized Official)
Title: {{*Ttl_es_:signer2: title}}
(Title of Sponsor’s Authorized Official
2 Knowingly and willfully providing false information to the Federal government is a violation of 18 U.S.C. § 1001
(False Statements) and could subject you to fines, imprisonment, or both.
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3-19-0004-034-2025
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CERTIFICATE OF SPONSOR’S ATTORNEY
, acting as Attorney for the Sponsor do hereby certify:
That in my opinion the Sponsor is empowered to enter into the foregoing Grant Agreement under the
laws of the State of __Iowa__. Further, I have examined the foregoing Grant Agreement and the actions
taken by said Sponsor and Sponsor’s official representative, who has been duly authorized to execute
this Grant Agreement, which is in all respects due and proper and in accordance with the laws of the
said State; and Title 49, United States Code (U.S.C.), Chapters 471 and 475; 49 U.S.C. §§ 40101 et seq.,
and 48103; FAA Reauthorization Act of 2018 (P.L. 115-254); the Department of Transportation
Appropriations Act, 2021 (P.L. 116-260, Division L); the Consolidated Appropriations Act, 2022 ( P.L.
117-103); Consolidated Appropriations Act, 2023 ( P.L. 117-328); Consolidated Appropriations Act, 2024
(P.L. 118-42); FAA Reauthorization Act of 2024 (P.L. 118-63); and the representations contained in the
Project Application. In addition, for grants involving projects to be carried out on property not owned by
the Sponsor, there are no legal impediments that will prevent full performance by the Sponsor. Further,
it is my opinion that the said Grant Agreement constitutes a legal and binding obligation of the Sponsor
in accordance with the terms thereof.
Please read the following information: By signing this document, you are agreeing that you have
reviewed the following consumer disclosure information and consent to transact business using
electronic communications, to receive notices and disclosures electronically, and to utilize electronic
signatures in lieu of using paper documents. You are not required to receive notices and disclosures or
sign documents electronically. If you prefer not to do so, you may request to receive paper copies and
withdraw your consent at any time.
I declare under penalty of perjury that the foregoing is true and correct.3
Dated at {{DateTime_es_:signer3:calc(now()):format(date," mmmm d, yyyy")}}
3 Knowingly and willfully providing false information to the Federal government is a violation of 18 U.S.C. § 1001
(False Statements) and could subject you to fines, imprisonment, or both.
I, {{N_es_:signer3: fullname}}
By: {{Sig_es_:signer3:signature:dimension(height=12mm, width=70mm}}
(Signature of Sponsor’s Attorney)
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ASSURANCES
AIRPORT SPONSORS
A. General.
1. These assurances shall be complied with in the performance of grant agreements for airport
development, airport planning, and noise compatibility program grants for airport sponsors.
2. These assurances are required to be submitted as part of the project application by sponsors
requesting funds under the provisions of Title 49, U.S.C., subtitle VII, as amended. As used
herein, the term "public agency sponsor" means a public agency with control of a public-use
airport; the term "private sponsor" means a private owner of a public-use airport; and the term
"sponsor" includes both public agency sponsors and private sponsors.
3. Upon acceptance of this grant offer by the sponsor, these assurances are incorporated in and
become part of this Grant Agreement.
B. Duration and Applicability.
1. Airport Development or Noise Compatibility Program Projects Undertaken by a Public Agency
Sponsor.
The terms, conditions and assurances of this Grant Agreement shall remain in full force and
effect throughout the useful life of the facilities developed or equipment acquired for an
airport development or noise compatibility program project, or throughout the useful life of
the project items installed within a facility under a noise compatibility program project, but in
any event not to exceed twenty (20) years from the date of acceptance of a grant offer of
Federal funds for the project. However, there shall be no limit on the duration of the
assurances regarding Exclusive Rights and Airport Revenue so long as the airport is used as an
airport. There shall be no limit on the duration of the terms, conditions, and assurances with
respect to real property acquired with federal funds. Furthermore, the duration of the Civil
Rights assurance shall be specified in the assurances.
2. Airport Development or Noise Compatibility Projects Undertaken by a Private Sponsor.
The preceding paragraph (1) also applies to a private sponsor except that the useful life of
project items installed within a facility or the useful life of the facilities developed or equipment
acquired under an airport development or noise compatibility program project shall be no less
than ten (10) years from the date of acceptance of Federal aid for the project.
3. Airport Planning Undertaken by a Sponsor.
Unless otherwise specified in this Grant Agreement, only Assurances 1, 2, 3, 5, 6, 13, 18, 23, 25,
30, 32, 33, 34, 37, and 40 in Section C apply to planning projects. The terms, conditions, and
assurances of this Grant Agreement shall remain in full force and effect during the life of the
project; there shall be no limit on the duration of the assurances regarding Exclusive Rights and
Airport Revenue so long as the airport is used as an airport.
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C. Sponsor Certification.
The sponsor hereby assures and certifies, with respect to this grant that:
1. General Federal Requirements
It will comply with all applicable Federal laws, regulations, executive orders, policies, guidelines, and
requirements as they relate to the application, acceptance, and use of Federal funds for this Grant.
Performance under this agreement shall be governed by and in compliance with the following
requirements, as applicable, to the type of organization of the Sponsor and any applicable
sub-recipients. The applicable provisions to this agreement include, but are not limited to, the following:
FEDERAL LEGISLATION
a. 49 U.S.C. subtitle VII, as amended.
b. Davis-Bacon Act, as amended — 40 U.S.C. §§ 3141-3144, 3146, and 3147, et seq.1
c. Federal Fair Labor Standards Act – 29 U.S.C. § 201, et seq.
d. Hatch Act – 5 U.S.C. § 1501, et seq.2
e. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, 42 U.S.C.
§ 4601, et seq.1, 2
f. National Historic Preservation Act of 1966 – Section 106 – 54 U.S.C. § 306108.1
g. Archeological and Historic Preservation Act of 1974 – 54 U.S.C. § 312501, et seq.1
h. Native Americans Grave Repatriation Act – 25 U.S.C. § 3001, et seq.
i. Clean Air Act, P.L. 90-148, as amended – 42 U.S.C. § 7401, et seq.
j. Coastal Zone Management Act, P.L. 92-583, as amended – 16 U.S.C. § 1451, et seq.
k. Flood Disaster Protection Act of 1973 – Section 102(a) - 42 U.S.C. § 4012a.1
l. 49 U.S.C. § 303, (formerly known as Section 4(f)).
m. Rehabilitation Act of 1973 – 29 U.S.C. § 794.
n. Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq.) (prohibits discrimination on the
basis of race, color, national origin).
o. Americans with Disabilities Act of 1990, as amended, (42 U.S.C. § 12101 et seq.) (prohibits
discrimination on the basis of disability).
p. Age Discrimination Act of 1975 – 42 U.S.C. § 6101, et seq.
q. American Indian Religious Freedom Act, P.L. 95-341, as amended.
r. Architectural Barriers Act of 1968, as amended – 42 U.S.C. § 4151, et seq.1
s. Powerplant and Industrial Fuel Use Act of 1978 – Section 403 – 42 U.S.C. § 8373.1
t. Contract Work Hours and Safety Standards Act – 40 U.S.C. § 3701, et seq.1
u. Copeland Anti-kickback Act – 18 U.S.C. § 874.1
v. National Environmental Policy Act of 1969 – 42 U.S.C. § 4321, et seq.1
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w. Wild and Scenic Rivers Act, P.L. 90-542, as amended – 16 U.S.C. § 1271, et seq.
x. Single Audit Act of 1984 – 31 U.S.C. § 7501, et seq.2
y. Drug-Free Workplace Act of 1988 – 41 U.S.C. §§ 8101 through 8105.
z. The Federal Funding Accountability and Transparency Act of 2006, as amended (P.L. 109-282, as
amended by section 6202 of P.L. 110-252).
aa. Civil Rights Restoration Act of 1987, P.L. 100-259.
bb. Infrastructure Investment and Jobs Act, P.L. 117-58, Title VIII.
cc. Build America, Buy America Act, P.L. 117-58, Title IX.
dd. Endangered Species Act – 16 U.S.C. 1531, et seq.
ee. Title IX of the Education Amendments of 1972, as amended – 20 U.S.C. 1681–1683 and 1685–
1687.
ff. Drug Abuse Office and Treatment Act of 1972, as amended – 21 U.S.C. 1101, et seq.
gg. Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, P.L. 91-
616, as amended – 42 U.S.C. § 4541, et seq.
hh. Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, P.L. 91-
616, as amended – 42 U.S.C. § 4541, et seq.
ii. Appropriated Funds to Influence Certain Federal Contracting and Financial Transactions – 31
U.S.C. § 1352.
EXECUTIVE ORDERS
a. Executive Order 11990 – Protection of Wetlands
b. Executive Order 11988 – Floodplain Management
c. Executive Order 12372 – Intergovernmental Review of Federal Programs
d. Executive Order 12699 – Seismic Safety of Federal and Federally Assisted New Building
Construction1
e. Executive Order 14005 – Ensuring the Future is Made in all of America by All of America’s
Workers
f. Executive Order 14149 – Restoring Freedom of Speech and Ending Federal Censorship
g. Executive Order 14151 – Ending Radical and Wasteful Government DEI Programs and
Preferencing
h. Executive Order 14154 – Unleashing American Energy
i. Executive Order 14168 – Defending Women from Gender Ideology Extremism and Restoring
Biological Truth to the Federal Government
j. Executive Order 14173 – Ending Illegal Discrimination and Restoring Merit-Based Opportunity
FEDERAL REGULATIONS
a. 2 CFR Part 180 – OMB Guidelines to Agencies on Governmentwide Debarment and Suspension
(Nonprocurement).
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b. 2 CFR Part 200 and 1201 – Uniform Administrative Requirements, Cost Principles, and Audit
Requirements for Federal Awards. 3,4, 5
c. 2 CFR Part 1200 – Nonprocurement Suspension and Debarment.
d. 14 CFR Part 13 – Investigative and Enforcement Procedures.
e. 14 CFR Part 16 – Rules of Practice for Federally-Assisted Airport Enforcement Proceedings.
f. 14 CFR Part 150 – Airport Noise Compatibility Planning.
g. 28 CFR Part 35 – Nondiscrimination on the Basis of Disability in State and Local Government
Services.
h. 28 CFR § 50.3 – U.S. Department of Justice Guidelines for the Enforcement of Title VI of the Civil
Rights Act of 1964.
i. 29 CFR Part 1 – Procedures for Predetermination of Wage Rates.1
j. 29 CFR Part 3 – Contractors and Subcontractors on Public Building or Public Work Financed in
Whole or in Part by Loans or Grants from the United States.1
k. 29 CFR Part 5 – Labor Standards Provisions Applicable to Contracts Covering Federally Financed
and Assisted Construction (Also Labor Standards Provisions Applicable to Nonconstruction
Contracts Subject to the Contract Work Hours and Safety Standards Act).1
l. 41 CFR Part 60 – Office of Federal Contract Compliance Programs, Equal Employment
Opportunity, Department of Labor (Federal and Federally-assisted contracting requirements).1
m. 49 CFR Part 20 – New Restrictions on Lobbying.
n. 49 CFR Part 21 – Nondiscrimination in Federally-Assisted Programs of the Department of
Transportation - Effectuation of Title VI of the Civil Rights Act of 1964.
o. 49 CFR Part 23 – Participation by Disadvantage Business Enterprise in Airport Concessions.
p. 49 CFR Part 24 – Uniform Relocation Assistance and Real Property Acquisition for Federal and
Federally-Assisted Programs.1, 2
q. 49 CFR Part 26 – Participation by Disadvantaged Business Enterprises in Department of
Transportation Financial Assistance Programs.
r. 49 CFR Part 27 – Nondiscrimination on the Basis of Disability in Programs or Activities Receiving
Federal Financial Assistance.1
s. 49 CFR Part 28 – Enforcement of Nondiscrimination on the Basis of Handicap in Programs or
Activities Conducted by the Department of Transportation.
t. 49 CFR Part 30 – Denial of Public Works Contracts to Suppliers of Goods and Services of
Countries That Deny Procurement Market Access to U.S. Contractors.
u. 49 CFR Part 32 – Governmentwide Requirements for Drug-Free Workplace (Financial
Assistance).
v. 49 CFR Part 37 – Transportation Services for Individuals with Disabilities (ADA).
w. 49 CFR Part 38 – Americans with Disabilities Act (ADA) Accessibility Specifications for
Transportation Vehicles.
x. 49 CFR Part 41 – Seismic Safety.
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FOOTNOTES TO ASSURANCE (C)(1)
1 These laws do not apply to airport planning sponsors.
2 These laws do not apply to private sponsors.
3 2 CFR Part 200 contains requirements for State and Local Governments receiving Federal
assistance. Any requirement levied upon State and Local Governments by this regulation shall
apply where applicable to private sponsors receiving Federal assistance under Title 49, United
States Code.
4 Cost principles established in 2 CFR Part 200 subpart E must be used as guidelines for
determining the eligibility of specific types of expenses.
5 Audit requirements established in 2 CFR Part 200 subpart F are the guidelines for audits.
SPECIFIC ASSURANCES
Specific assurances required to be included in grant agreements by any of the above laws, regulations or
circulars are incorporated by reference in this Grant Agreement.
2. Responsibility and Authority of the Sponsor.
a. Public Agency Sponsor:
It has legal authority to apply for this Grant, and to finance and carry out the proposed project;
that a resolution, motion or similar action has been duly adopted or passed as an official act of
the applicant's governing body authorizing the filing of the application, including all
understandings and assurances contained therein, and directing and authorizing the person
identified as the official representative of the applicant to act in connection with the
application and to provide such additional information as may be required.
b. Private Sponsor:
It has legal authority to apply for this Grant and to finance and carry out the proposed project
and comply with all terms, conditions, and assurances of this Grant Agreement. It shall
designate an official representative and shall in writing direct and authorize that person to file
this application, including all understandings and assurances contained therein; to act in
connection with this application; and to provide such additional information as may be
required.
3. Sponsor Fund Availability.
It has sufficient funds available for that portion of the project costs which are not to be paid by the
United States. It has sufficient funds available to assure operation and maintenance of items funded
under this Grant Agreement which it will own or control.
4. Good Title.
a. It, a public agency or the Federal government, holds good title, satisfactory to the Secretary, to
the landing area of the airport or site thereof, or will give assurance satisfactory to the
Secretary that good title will be acquired.
b. For noise compatibility program projects to be carried out on the property of the sponsor, it
holds good title satisfactory to the Secretary to that portion of the property upon which Federal
funds will be expended or will give assurance to the Secretary that good title will be obtained.
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5. Preserving Rights and Powers.
a. It will not take or permit any action which would operate to deprive it of any of the rights and
powers necessary to perform any or all of the terms, conditions, and assurances in this Grant
Agreement without the written approval of the Secretary, and will act promptly to acquire,
extinguish or modify any outstanding rights or claims of right of others which would interfere
with such performance by the sponsor. This shall be done in a manner acceptable to the
Secretary.
b. Subject to 49 U.S.C. § 47107(a)(16) and (x), it will not sell, lease, encumber, or otherwise
transfer or dispose of any part of its title or other interests in the property shown on Exhibit A
to this application or, for a noise compatibility program project, that portion of the property
upon which Federal funds have been expended, for the duration of the terms, conditions, and
assurances in this Grant Agreement without approval by the Secretary. If the transferee is
found by the Secretary to be eligible under Title 49, United States Code, to assume the
obligations of this Grant Agreement and to have the power, authority, and financial resources
to carry out all such obligations, the sponsor shall insert in the contract or document
transferring or disposing of the sponsor's interest, and make binding upon the transferee all of
the terms, conditions, and assurances contained in this Grant Agreement.
c. For all noise compatibility program projects which are to be carried out by another unit of local
government or are on property owned by a unit of local government other than the sponsor, it
will enter into an agreement with that government. Except as otherwise specified by the
Secretary, that agreement shall obligate that government to the same terms, conditions, and
assurances that would be applicable to it if it applied directly to the FAA for a grant to
undertake the noise compatibility program project. That agreement and changes thereto must
be satisfactory to the Secretary. It will take steps to enforce this agreement against the local
government if there is substantial non-compliance with the terms of the agreement.
d. For noise compatibility program projects to be carried out on privately owned property, it will
enter into an agreement with the owner of that property which includes provisions specified by
the Secretary. It will take steps to enforce this agreement against the property owner
whenever there is substantial non-compliance with the terms of the agreement.
e. If the sponsor is a private sponsor, it will take steps satisfactory to the Secretary to ensure that
the airport will continue to function as a public-use airport in accordance with these assurances
for the duration of these assurances.
f. If an arrangement is made for management and operation of the airport by any agency or
person other than the sponsor or an employee of the sponsor, the sponsor will reserve
sufficient rights and authority to ensure that the airport will be operated and maintained in
accordance with Title 49, United States Code, the regulations and the terms, conditions and
assurances in this Grant Agreement and shall ensure that such arrangement also requires
compliance therewith.
g. Sponsors of commercial service airports will not permit or enter into any arrangement that
results in permission for the owner or tenant of a property used as a residence, or zoned for
residential use, to taxi an aircraft between that property and any location on airport. Sponsors
of general aviation airports entering into any arrangement that results in permission for the
owner of residential real property adjacent to or near the airport must comply with the
requirements of Sec. 136 of Public Law 112-95 and the sponsor assurances.
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6. Consistency with Local Plans.
The project is reasonably consistent with plans (existing at the time of submission of this
application) of public agencies that are authorized by the State in which the project is located to
plan for the development of the area surrounding the airport.
7. Consideration of Local Interest.
It has given fair consideration to the interest of communities in or near where the project may be
located.
8. Consultation with Users.
In making a decision to undertake any airport development project under Title 49, United States
Code, it has undertaken reasonable consultations with affected parties using the airport at which
project is proposed.
9. Public Hearings.
In projects involving the location of an airport, an airport runway, or a major runway extension, it
has afforded the opportunity for public hearings for the purpose of considering the economic,
social, and environmental effects of the airport or runway location and its consistency with goals
and objectives of such planning as has been carried out by the community and it shall, when
requested by the Secretary, submit a copy of the transcript of such hearings to the Secretary.
Further, for such projects, it has on its management board either voting representation from the
communities where the project is located or has advised the communities that they have the right
to petition the Secretary concerning a proposed project.
10. Metropolitan Planning Organization.
In projects involving the location of an airport, an airport runway, or a major runway extension at a
medium or large hub airport, the sponsor has made available to and has provided upon request to
the metropolitan planning organization in the area in which the airport is located, if any, a copy of
the proposed amendment to the airport layout plan to depict the project and a copy of any airport
master plan in which the project is described or depicted.
11. Pavement Preventive Maintenance-Management.
With respect to a project approved after January 1, 1995, for the replacement or reconstruction of
pavement at the airport, it assures or certifies that it has implemented an effective airport
pavement maintenance-management program and it assures that it will use such program for the
useful life of any pavement constructed, reconstructed or repaired with Federal financial assistance
at the airport. It will provide such reports on pavement condition and pavement management
programs as the Secretary determines may be useful.
12. Terminal Development Prerequisites.
For projects which include terminal development at a public use airport, as defined in Title 49, it
has, on the date of submittal of the project grant application, all the safety equipment required for
certification of such airport under 49 U.S.C. § 44706, and all the security equipment required by rule
or regulation, and has provided for access to the passenger enplaning and deplaning area of such
airport to passengers enplaning and deplaning from aircraft other than air carrier aircraft.
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13. Accounting System, Audit, and Record Keeping Requirements.
a. It shall keep all project accounts and records which fully disclose the amount and disposition by
the recipient of the proceeds of this Grant, the total cost of the project in connection with which
this Grant is given or used, and the amount or nature of that portion of the cost of the project
supplied by other sources, and such other financial records pertinent to the project. The
accounts and records shall be kept in accordance with an accounting system that will facilitate
an effective audit in accordance with the Single Audit Act of 1984.
b. It shall make available to the Secretary and the Comptroller General of the United States, or any
of their duly authorized representatives, for the purpose of audit and examination, any books,
documents, papers, and records of the recipient that are pertinent to this Grant. The Secretary
may require that an appropriate audit be conducted by a recipient. In any case in which an
independent audit is made of the accounts of a sponsor relating to the disposition of the
proceeds of a grant or relating to the project in connection with which this Grant was given or
used, it shall file a certified copy of such audit with the Comptroller General of the United States
not later than six (6) months following the close of the fiscal year for which the audit was made.
14. Minimum Wage Rates.
It shall include, in all contracts in excess of $2,000 for work on any projects funded under this Grant
Agreement which involve labor, provisions establishing minimum rates of wages, to be
predetermined by the Secretary of Labor under 40 U.S.C. §§ 3141-3144, 3146, and 3147, Public
Building, Property, and Works), which contractors shall pay to skilled and unskilled labor, and such
minimum rates shall be stated in the invitation for bids and shall be included in proposals or bids for
the work.
15. Veteran's Preference.
It shall include in all contracts for work on any project funded under this Grant Agreement which
involve labor, such provisions as are necessary to insure that, in the employment of labor (except in
executive, administrative, and supervisory positions), preference shall be given to Vietnam era
veterans, Persian Gulf veterans, Afghanistan-Iraq war veterans, disabled veterans, and small
business concerns owned and controlled by disabled veterans as defined in 49 U.S.C. § 47112.
However, this preference shall apply only where the individuals are available and qualified to
perform the work to which the employment relates.
16. Conformity to Plans and Specifications.
It will execute the project subject to plans, specifications, and schedules approved by the Secretary.
Such plans, specifications, and schedules shall be submitted to the Secretary prior to
commencement of site preparation, construction, or other performance under this Grant
Agreement, and, upon approval of the Secretary, shall be incorporated into this Grant Agreement.
Any modification to the approved plans, specifications, and schedules shall also be subject to
approval of the Secretary, and incorporated into this Grant Agreement.
17. Construction Inspection and Approval.
It will provide and maintain competent technical supervision at the construction site throughout the
project to assure that the work conforms to the plans, specifications, and schedules approved by
the Secretary for the project. It shall subject the construction work on any project contained in an
approved project application to inspection and approval by the Secretary and such work shall be in
accordance with regulations and procedures prescribed by the Secretary. Such regulations and
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procedures shall require such cost and progress reporting by the sponsor or sponsors of such
project as the Secretary shall deem necessary.
18. Planning Projects.
In carrying out planning projects:
a. It will execute the project in accordance with the approved program narrative contained in the
project application or with the modifications similarly approved.
b. It will furnish the Secretary with such periodic reports as required pertaining to the planning
project and planning work activities.
c. It will include in all published material prepared in connection with the planning project a
notice that the material was prepared under a grant provided by the United States.
d. It will make such material available for examination by the public, and agrees that no material
prepared with funds under this project shall be subject to copyright in the United States or any
other country.
e. It will give the Secretary unrestricted authority to publish, disclose, distribute, and otherwise
use any of the material prepared in connection with this grant.
f. It will grant the Secretary the right to disapprove the sponsor's employment of specific
consultants and their subcontractors to do all or any part of this project as well as the right to
disapprove the proposed scope and cost of professional services.
g. It will grant the Secretary the right to disapprove the use of the sponsor's employees to do all
or any part of the project.
h. It understands and agrees that the Secretary's approval of this project grant or the Secretary's
approval of any planning material developed as part of this grant does not constitute or imply
any assurance or commitment on the part of the Secretary to approve any pending or future
application for a Federal airport grant.
19. Operation and Maintenance.
a. The airport and all facilities which are necessary to serve the aeronautical users of the airport,
other than facilities owned or controlled by the United States, shall be operated at all times in a
safe and serviceable condition and in accordance with the minimum standards as may be
required or prescribed by applicable Federal, state, and local agencies for maintenance and
operation. It will not cause or permit any activity or action thereon which would interfere with
its use for airport purposes. It will suitably operate and maintain the airport and all facilities
thereon or connected therewith, with due regard to climatic and flood conditions. Any proposal
to temporarily close the airport for non-aeronautical purposes must first be approved by the
Secretary. In furtherance of this assurance, the sponsor will have in effect arrangements for:
1. Operating the airport's aeronautical facilities whenever required;
2. Promptly marking and lighting hazards resulting from airport conditions, including
temporary conditions; and
3. Promptly notifying pilots of any condition affecting aeronautical use of the airport. Nothing
contained herein shall be construed to require that the airport be operated for
aeronautical use during temporary periods when snow, flood, or other climatic conditions
interfere with such operation and maintenance. Further, nothing herein shall be construed
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as requiring the maintenance, repair, restoration, or replacement of any structure or
facility which is substantially damaged or destroyed due to an act of God or other
condition or circumstance beyond the control of the sponsor.
b. It will suitably operate and maintain noise compatibility program items that it owns or controls
upon which Federal funds have been expended.
20. Hazard Removal and Mitigation.
It will take appropriate action to assure that such terminal airspace as is required to protect
instrument and visual operations to the airport (including established minimum flight altitudes) will
be adequately cleared and protected by removing, lowering, relocating, marking, or lighting or
otherwise mitigating existing airport hazards and by preventing the establishment or creation of
future airport hazards.
21. Compatible Land Use.
It will take appropriate action, to the extent reasonable, including the adoption of zoning laws, to
restrict the use of land adjacent to or in the immediate vicinity of the airport to activities and
purposes compatible with normal airport operations, including landing and takeoff of aircraft. In
addition, if the project is for noise compatibility program implementation, it will not cause or permit
any change in land use, within its jurisdiction, that will reduce its compatibility, with respect to the
airport, of the noise compatibility program measures upon which Federal funds have been
expended.
22. Economic Nondiscrimination.
a. It will make the airport available as an airport for public use on reasonable terms and without
unjust discrimination to all types, kinds and classes of aeronautical activities, including
commercial aeronautical activities offering services to the public at the airport.
b. In any agreement, contract, lease, or other arrangement under which a right or privilege at the
airport is granted to any person, firm, or corporation to conduct or to engage in any
aeronautical activity for furnishing services to the public at the airport, the sponsor will insert
and enforce provisions requiring the contractor to:
1. Furnish said services on a reasonable, and not unjustly discriminatory, basis to all users
thereof, and
2. Charge reasonable, and not unjustly discriminatory, prices for each unit or service,
provided that the contractor may be allowed to make reasonable and nondiscriminatory
discounts, rebates, or other similar types of price reductions to volume purchasers.
c. Each fixed-based operator at the airport shall be subject to the same rates, fees, rentals, and
other charges as are uniformly applicable to all other fixed-based operators making the same or
similar uses of such airport and utilizing the same or similar facilities.
d. Each air carrier using such airport shall have the right to service itself or to use any fixed-based
operator that is authorized or permitted by the airport to serve any air carrier at such airport.
e. Each air carrier using such airport (whether as a tenant, non-tenant, or subtenant of another air
carrier tenant) shall be subject to such nondiscriminatory and substantially comparable rules,
regulations, conditions, rates, fees, rentals, and other charges with respect to facilities directly
and substantially related to providing air transportation as are applicable to all such air carriers
which make similar use of such airport and utilize similar facilities, subject to reasonable
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classifications such as tenants or non-tenants and signatory carriers and non-signatory carriers.
Classification or status as tenant or signatory shall not be unreasonably withheld by any airport
provided an air carrier assumes obligations substantially similar to those already imposed on air
carriers in such classification or status.
f. It will not exercise or grant any right or privilege which operates to prevent any person, firm, or
corporation operating aircraft on the airport from performing any services on its own aircraft
with its own employees (including, but not limited to maintenance, repair, and fueling) that it
may choose to perform.
g. In the event the sponsor itself exercises any of the rights and privileges referred to in this
assurance, the services involved will be provided on the same conditions as would apply to the
furnishing of such services by commercial aeronautical service providers authorized by the
sponsor under these provisions.
h. The sponsor may establish such reasonable, and not unjustly discriminatory, conditions to be
met by all users of the airport as may be necessary for the safe and efficient operation of the
airport.
i. The sponsor may prohibit or limit any given type, kind or class of aeronautical use of the airport
if such action is necessary for the safe operation of the airport or necessary to serve the civil
aviation needs of the public.
23. Exclusive Rights.
It will permit no exclusive right for the use of the airport by any person providing, or intending to
provide, aeronautical services to the public. For purposes of this paragraph, the providing of the
services at an airport by a single fixed-based operator shall not be construed as an exclusive right if
both of the following apply:
a. It would be unreasonably costly, burdensome, or impractical for more than one fixed-based
operator to provide such services, and
b. If allowing more than one fixed-based operator to provide such services would require the
reduction of space leased pursuant to an existing agreement between such single fixed-based
operator and such airport. It further agrees that it will not, either directly or indirectly, grant or
permit any person, firm, or corporation, the exclusive right at the airport to conduct any
aeronautical activities, including, but not limited to charter flights, pilot training, aircraft rental
and sightseeing, aerial photography, crop dusting, aerial advertising and surveying, air carrier
operations, aircraft sales and services, sale of aviation petroleum products whether or not
conducted in conjunction with other aeronautical activity, repair and maintenance of aircraft,
sale of aircraft parts, and any other activities which because of their direct relationship to the
operation of aircraft can be regarded as an aeronautical activity, and that it will terminate any
exclusive right to conduct an aeronautical activity now existing at such an airport before the
grant of any assistance under Title 49, United States Code.
24. Fee and Rental Structure.
It will maintain a fee and rental structure for the facilities and services at the airport which will
make the airport as self-sustaining as possible under the circumstances existing at the particular
airport, taking into account such factors as the volume of traffic and economy of collection. No part
of the Federal share of an airport development, airport planning or noise compatibility project for
which a Grant is made under Title 49, United States Code, the Airport and Airway Improvement Act
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of 1982, the Federal Airport Act or the Airport and Airway Development Act of 1970 shall be
included in the rate basis in establishing fees, rates, and charges for users of that airport.
25. Airport Revenues.
a. All revenues generated by the airport and any local taxes on aviation fuel established after
December 30, 1987, will be expended by it for the capital or operating costs of the airport; the
local airport system; or other local facilities which are owned or operated by the owner or
operator of the airport and which are directly and substantially related to the actual air
transportation of passengers or property; or for noise mitigation purposes on or off the airport.
The following exceptions apply to this paragraph:
1. If covenants or assurances in debt obligations issued before September 3, 1982, by the
owner or operator of the airport, or provisions enacted before September 3, 1982, in
governing statutes controlling the owner or operator's financing, provide for the use of the
revenues from any of the airport owner or operator's facilities, including the airport, to
support not only the airport but also the airport owner or operator's general debt
obligations or other facilities, then this limitation on the use of all revenues generated by
the airport (and, in the case of a public airport, local taxes on aviation fuel) shall not apply.
2. If the Secretary approves the sale of a privately owned airport to a public sponsor and
provides funding for any portion of the public sponsor’s acquisition of land, this limitation
on the use of all revenues generated by the sale shall not apply to certain proceeds from
the sale. This is conditioned on repayment to the Secretary by the private owner of an
amount equal to the remaining unamortized portion (amortized over a 20-year period) of
any airport improvement grant made to the private owner for any purpose other than land
acquisition on or after October 1, 1996, plus an amount equal to the federal share of the
current fair market value of any land acquired with an airport improvement grant made to
that airport on or after October 1, 1996.
3. Certain revenue derived from or generated by mineral extraction, production, lease, or
other means at a general aviation airport (as defined at 49 U.S.C. § 47102), if the FAA
determines the airport sponsor meets the requirements set forth in Section 813 of Public
Law 112-95.
b. As part of the annual audit required under the Single Audit Act of 1984, the sponsor will direct
that the audit will review, and the resulting audit report will provide an opinion concerning, the
use of airport revenue and taxes in paragraph (a), and indicating whether funds paid or
transferred to the owner or operator are paid or transferred in a manner consistent with Title
49, United States Code and any other applicable provision of law, including any regulation
promulgated by the Secretary or Administrator.
c. Any civil penalties or other sanctions will be imposed for violation of this assurance in
accordance with the provisions of 49 U.S.C. § 47107.
26. Reports and Inspections.
It will:
a. submit to the Secretary such annual or special financial and operations reports as the Secretary
may reasonably request and make such reports available to the public; make available to the
public at reasonable times and places a report of the airport budget in a format prescribed by
the Secretary;
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b. for airport development projects, make the airport and all airport records and documents
affecting the airport, including deeds, leases, operation and use agreements, regulations and
other instruments, available for inspection by any duly authorized agent of the Secretary upon
reasonable request;
c. for noise compatibility program projects, make records and documents relating to the project
and continued compliance with the terms, conditions, and assurances of this Grant Agreement
including deeds, leases, agreements, regulations, and other instruments, available for
inspection by any duly authorized agent of the Secretary upon reasonable request; and
d. in a format and time prescribed by the Secretary, provide to the Secretary and make available
to the public following each of its fiscal years, an annual report listing in detail:
1. all amounts paid by the airport to any other unit of government and the purposes for
which each such payment was made; and
2. all services and property provided by the airport to other units of government and the
amount of compensation received for provision of each such service and property.
27. Use by Government Aircraft.
It will make available all of the facilities of the airport developed with Federal financial assistance
and all those usable for landing and takeoff of aircraft to the United States for use by Government
aircraft in common with other aircraft at all times without charge, except, if the use by Government
aircraft is substantial, charge may be made for a reasonable share, proportional to such use, for the
cost of operating and maintaining the facilities used. Unless otherwise determined by the Secretary,
or otherwise agreed to by the sponsor and the using agency, substantial use of an airport by
Government aircraft will be considered to exist when operations of such aircraft are in excess of
those which, in the opinion of the Secretary, would unduly interfere with use of the landing areas
by other authorized aircraft, or during any calendar month that:
a. Five (5) or more Government aircraft are regularly based at the airport or on land adjacent
thereto; or
b. The total number of movements (counting each landing as a movement) of Government
aircraft is 300 or more, or the gross accumulative weight of Government aircraft using the
airport (the total movement of Government aircraft multiplied by gross weights of such
aircraft) is in excess of five million pounds.
28. Land for Federal Facilities.
It will furnish without cost to the Federal Government for use in connection with any air traffic
control or air navigation activities, or weather-reporting and communication activities related to air
traffic control, any areas of land or water, or estate therein as the Secretary considers necessary or
desirable for construction, operation, and maintenance at Federal expense of space or facilities for
such purposes. Such areas or any portion thereof will be made available as provided herein within
four months after receipt of a written request from the Secretary.
29. Airport Layout Plan.
a. The airport owner or operator will maintain a current airport layout plan of the airport
showing:
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1. boundaries of the airport and all proposed additions thereto, together with the boundaries
of all offsite areas owned or controlled by the sponsor for airport purposes and proposed
additions thereto;
2. the location and nature of all existing and proposed airport facilities and structures (such
as runways, taxiways, aprons, terminal buildings, hangars and roads), including all
proposed extensions and reductions of existing airport facilities;
3. the location of all existing and proposed non-aviation areas and of all existing
improvements thereon; and
4. all proposed and existing access points used to taxi aircraft across the airport’s property
boundary.
b. Subject to subsection 49 U.S.C. § 47107(x), the Secretary will review and approve or
disapprove the plan and any revision or modification of the plan before the plan, revision, or
modification takes effect.
c. The owner or operator will not make or allow any alteration in the airport or any of its facilities
unless the alteration—
1. is outside the scope of the Secretary’s review and approval authority as set forth in
subsection (x); or
2. complies with the portions of the plan approved by the Secretary.
d. When the airport owner or operator makes a change or alteration in the airport or the
facilities which the Secretary determines adversely affects the safety, utility, or efficiency of
any federally owned, leased, or funded property on or off the airport and which is not in
conformity with the airport layout plan as approved by the Secretary, the owner or operator
will, if requested, by the Secretary:
1. eliminate such adverse effect in a manner approved by the Secretary; or
2. bear all costs of relocating such property or its replacement to a site acceptable to the
Secretary and of restoring the property or its replacement to the level of safety, utility,
efficiency, and cost of operation that existed before the alteration was made, except in
the case of a relocation or replacement of an existing airport facility due to a change in the
Secretary’s design standards beyond the control of the airport sponsor.
30. Civil Rights.
It will promptly take any measures necessary to ensure that no person in the United States shall, on
the grounds of race, color, and national origin (including limited English proficiency) in accordance
with the provisions of Title VI of the Civil Rights Act of 1964 (42 U.S.C. §§ 2000d to 2000d-4); creed
and sex per 49 U.S.C. § 47123 and related requirements; age per the Age Discrimination Act of 1975
and related requirements; or disability per the Americans with Disabilities Act of 1990 and related
requirements, be excluded from participation in, be denied the benefits of, or be otherwise
subjected to discrimination in any program and activity conducted with, or benefiting from, funds
received from this Grant.
a. Using the definitions of activity, facility, and program as found and defined in 49 CFR
§§ 21.23(b) and 21.23(e), the sponsor will facilitate all programs, operate all facilities, or
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conduct all programs in compliance with all non-discrimination requirements imposed by or
pursuant to these assurances.
b. Applicability
1. Programs and Activities. If the sponsor has received a grant (or other federal assistance)
for any of the sponsor’s program or activities, these requirements extend to all of the
sponsor’s programs and activities.
2. Facilities. Where it receives a grant or other federal financial assistance to construct,
expand, renovate, remodel, alter, or acquire a facility, or part of a facility, the assurance
extends to the entire facility and facilities operated in connection therewith.
3. Real Property. Where the sponsor receives a grant or other Federal financial assistance in
the form of, or for the acquisition of real property or an interest in real property, the
assurance will extend to rights to space on, over, or under such property.
c. Duration.
The sponsor agrees that it is obligated to this assurance for the period during which Federal
financial assistance is extended to the program, except where the Federal financial assistance is
to provide, or is in the form of, personal property, or real property, or interest therein, or
structures or improvements thereon, in which case the assurance obligates the sponsor, or any
transferee for the longer of the following periods:
1. So long as the airport is used as an airport, or for another purpose involving the provision
of similar services or benefits; or
2. So long as the sponsor retains ownership or possession of the property.
d. Required Solicitation Language. It will include the following notification in all solicitations for
bids, Requests For Proposals for work, or material under this Grant Agreement and in all
proposals for agreements, including airport concessions, regardless of funding source:
“The ([sponsor name]), in accordance with the provisions of Title VI of the Civil Rights Act of
1964 ( 42 U.S.C. §§ 2000d to 2000d-4) and the Regulations, hereby notifies all bidders or
offerors that it will affirmatively ensure that for any contract entered into pursuant to this
advertisement, all businesses will be afforded full and fair opportunity to submit bids in
response to this invitation and no businesses will be discriminated against on the grounds of
race, color, national origin (including limited English proficiency), creed, sex , age, or disability
in consideration for an award.”
e. Required Contract Provisions.
1. It will insert the non-discrimination contract clauses requiring compliance with the acts and
regulations relative to non-discrimination in Federally-assisted programs of the
Department of Transportation (DOT), and incorporating the acts and regulations into the
contracts by reference in every contract or agreement subject to the non-discrimination in
Federally-assisted programs of the DOT acts and regulations.
2. It will include a list of the pertinent non-discrimination authorities in every contract that is
subject to the non-discrimination acts and regulations.
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3. It will insert non-discrimination contract clauses as a covenant running with the land, in
any deed from the United States effecting or recording a transfer of real property,
structures, use, or improvements thereon or interest therein to a sponsor.
4. It will insert non-discrimination contract clauses prohibiting discrimination on the basis of
race, color, national origin (including limited English proficiency), creed, sex, age, or
disability as a covenant running with the land, in any future deeds, leases, license, permits,
or similar instruments entered into by the sponsor with other parties:
a. For the subsequent transfer of real property acquired or improved under the
applicable activity, project, or program; and
b. For the construction or use of, or access to, space on, over, or under real property
acquired or improved under the applicable activity, project, or program.
f. It will provide for such methods of administration for the program as are found by the
Secretary to give reasonable guarantee that it, other recipients, sub-recipients, sub-grantees,
contractors, subcontractors, consultants, transferees, successors in interest, and other
participants of Federal financial assistance under such program will comply with all
requirements imposed or pursuant to the acts, the regulations, and this assurance.
g. It agrees that the United States has a right to seek judicial enforcement with regard to any
matter arising under the acts, the regulations, and this assurance.
31. Disposal of Land.
a. For land purchased under a grant for airport noise compatibility purposes, including land
serving as a noise buffer, it will dispose of the land, when the land is no longer needed for such
purposes, at fair market value, at the earliest practicable time. That portion of the proceeds of
such disposition which is proportionate to the United States' share of acquisition of such land
will be, at the discretion of the Secretary, (1) reinvested in another project at the airport, or (2)
transferred to another eligible airport as prescribed by the Secretary. The Secretary shall give
preference to the following, in descending order:
1. Reinvestment in an approved noise compatibility project;
2. Reinvestment in an approved project that is eligible for grant funding under 49 U.S.C.
§ 47117(e);
3. Reinvestment in an approved airport development project that is eligible for grant funding
under 49 U.S.C. §§ 47114, 47115, or 47117;
4. Transfer to an eligible sponsor of another public airport to be reinvested in an approved
noise compatibility project at that airport; or
5. Payment to the Secretary for deposit in the Airport and Airway Trust Fund.
If land acquired under a grant for noise compatibility purposes is leased at fair market value
and consistent with noise buffering purposes, the lease will not be considered a disposal of the
land. Revenues derived from such a lease may be used for an approved airport development
project that would otherwise be eligible for grant funding or any permitted use of airport
revenue.
b. For land purchased under a grant for airport development purposes (other than noise
compatibility), it will, when the land is no longer needed for airport purposes, dispose of such
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land at fair market value or make available to the Secretary an amount equal to the United
States' proportionate share of the fair market value of the land. That portion of the proceeds of
such disposition which is proportionate to the United States' share of the cost of acquisition of
such land will, upon application to the Secretary, be reinvested or transferred to another
eligible airport as prescribed by the Secretary. The Secretary shall give preference to the
following, in descending order:
1. Reinvestment in an approved noise compatibility project;
2. Reinvestment in an approved project that is eligible for grant funding under 49 U.S.C.
§ 47117(e);
3. Reinvestment in an approved airport development project that is eligible for grant funding
under 49 U.S.C. §§ 47114, 47115, or 47117;
4. Transfer to an eligible sponsor of another public airport to be reinvested in an approved
noise compatibility project at that airport; or
5. Payment to the Secretary for deposit in the Airport and Airway Trust Fund.
c. Land shall be considered to be needed for airport purposes under this assurance if (1) it may be
needed for aeronautical purposes (including runway protection zones) or serve as noise buffer
land, and (2) the revenue from interim uses of such land contributes to the financial self-
sufficiency of the airport. Further, land purchased with a grant received by an airport operator
or owner before December 31, 1987, will be considered to be needed for airport purposes if
the Secretary or Federal agency making such grant before December 31, 1987, was notified by
the operator or owner of the uses of such land, did not object to such use, and the land
continues to be used for that purpose, such use having commenced no later than
December 15, 1989.
d. Disposition of such land under (a), (b), or (c) will be subject to the retention or reservation of
any interest or right therein necessary to ensure that such land will only be used for purposes
which are compatible with noise levels associated with operation of the airport.
32. Engineering and Design Services.
If any phase of such project has received Federal funds under Chapter 471 subchapter 1 of Title
49 U.S.C., it will award each contract, or sub-contract for program management, construction
management, planning studies, feasibility studies, architectural services, preliminary engineering,
design, engineering, surveying, mapping or related services in the same manner as a contract for
architectural and engineering services is negotiated under Chapter 11 of Title 40 U S.C., or an
equivalent qualifications-based requirement prescribed for or by the sponsor of the airport.
33. Foreign Market Restrictions.
It will not allow funds provided under this Grant to be used to fund any project which uses any
product or service of a foreign country during the period in which such foreign country is listed by
the United States Trade Representative as denying fair and equitable market opportunities for
products and suppliers of the United States in procurement and construction.
34. Policies, Standards, and Specifications.
It will carry out any project funded under an Airport Improvement Program Grant in accordance
with policies, standards, and specifications approved by the Secretary including, but not limited to,
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current FAA Advisory Circulars (https://www.faa.gov/sites/faa.gov/files/aip-pfc-checklist_0.pdf) for
AIP projects as of April 08, 2025.
35. Relocation and Real Property Acquisition.
a. It will be guided in acquiring real property, to the greatest extent practicable under State law,
by the land acquisition policies in Subpart B of 49 CFR Part 24 and will pay or reimburse
property owners for necessary expenses as specified in Subpart B.
b. It will provide a relocation assistance program offering the services described in Subpart C of 49
CFR Part 24 and fair and reasonable relocation payments and assistance to displaced persons as
required in Subpart D and E of 49 CFR Part 24.
c. It will make available within a reasonable period of time prior to displacement, comparable
replacement dwellings to displaced persons in accordance with Subpart E of 49 CFR Part 24.
36. Access By Intercity Buses.
The airport owner or operator will permit, to the maximum extent practicable, intercity buses or
other modes of transportation to have access to the airport; however, it has no obligation to fund
special facilities for intercity buses or for other modes of transportation.
37. Disadvantaged Business Enterprises.
The sponsor shall not discriminate on the basis of race, color, national origin, or sex, in the award
and performance of any DOT-assisted contract covered by 49 CFR Part 26, or in the award and
performance of any concession activity contract covered by 49 CFR Part 23. In addition, the sponsor
shall not discriminate on the basis of race, color, national origin or sex in the administration of its
Disadvantaged Business Enterprise (DBE) and Airport Concessions Disadvantaged Business
Enterprise (ACDBE) programs or the requirements of 49 CFR Parts 23 and 26. The sponsor shall take
all necessary and reasonable steps under 49 CFR Parts 23 and 26 to ensure nondiscrimination in the
award and administration of DOT-assisted contracts, and/or concession contracts. The sponsor’s
DBE and ACDBE programs, as required by 49 CFR Parts 26 and 23, and as approved by DOT, are
incorporated by reference in this agreement. Implementation of these programs is a legal obligation
and failure to carry out its terms shall be treated as a violation of this agreement. Upon notification
to the sponsor of its failure to carry out its approved program, the Department may impose
sanctions as provided for under Parts 26 and 23 and may, in appropriate cases, refer the matter for
enforcement under 18 U.S.C. § 1001 and/or the Program Fraud Civil Remedies Act of 1986 (31
U.S.C. §§ 3801-3809, 3812).
38. Hangar Construction.
If the airport owner or operator and a person who owns an aircraft agree that a hangar is to be
constructed at the airport for the aircraft at the aircraft owner’s expense, the airport owner or
operator will grant to the aircraft owner for the hangar a long term lease that is subject to such
terms and conditions on the hangar as the airport owner or operator may impose.
39. Competitive Access.
a. If the airport owner or operator of a medium or large hub airport (as defined in 49 U.S.C.
§ 47102) has been unable to accommodate one or more requests by an air carrier for access to
gates or other facilities at that airport in order to allow the air carrier to provide service to the
airport or to expand service at the airport, the airport owner or operator shall transmit a report
to the Secretary that:
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1. Describes the requests;
2. Provides an explanation as to why the requests could not be accommodated; and
3. Provides a time frame within which, if any, the airport will be able to accommodate the
requests.
b. Such report shall be due on either February 1 or August 1 of each year if the airport has been
unable to accommodate the request(s) in the six month period prior to the applicable due date.
40. Access to Leaded Aviation Gasoline
a. If 100-octane low lead aviation gasoline (100LL) was made available at an airport, at any time
during calendar year 2022, an airport owner or operator may not restrict or prohibit the sale of,
or self-fueling with, 100-octane low lead aviation gasoline.
b. This requirement remains until the earlier of December 31, 2030, or the date on which the
airport or any retail fuel seller at the airport makes available an unleaded aviation gasoline that
has been authorized for use by the FAA as a replacement for 100-octane low lead aviation
gasoline for use in nearly all piston-engine aircraft and engine models; and meets either an
industry consensus standard or other standard that facilitates the safe use, production, and
distribution of such unleaded aviation gasoline, as determined appropriate by the FAA.
c. An airport owner or operator understands and agrees, that any violation of this grant assurance
is subject to civil penalties as provided for in 49 U.S.C. § 46301(a)(8).
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ITEM #:12
DATE:09-09-25
DEPT:ADMIN
SUBJECT:SETTING DATE OF PUBLIC HEARING FOR DIGITAL BILLBOARD LEASE
COUNCIL ACTION FORM
BACKGROUND:
On February 11, 2025, the City Council discussed issues related to a proposed digital
billboard on City property along U.S. Hwy. 30 near the Hunziker Youth Sports Complex. The
proposed billboard would replace two standard billboards located on the Linc development site
on Lincoln Way near downtown.
During that meeting, the City Council reviewed key terms of the proposed lease, as well as
aspects of the Zoning Ordinance that would require revision to accommodate a digital
billboard per the requests of the billboard company, Lamar Advertising Company. On May 13,
the City Council held a hearing on a Zoning Text Amendment to revise the billboard standards,
and the ordinance adopting the text amendment was adopted on June 10, 2025.
Staff has continued to work with Lamar to finalize the terms of the lease agreement. A key
issue related to this was the completion of a survey of the City property on Billy Sunday Road.
The survey has been completed and a Minor Final Plat for the subdivision of the property into
three lots is anticipated to be on the September 23 City Council agenda for approval. The
property to be leased to Lamar is a portion of Lot 3 of the planned Billy Sunday Subdivision.
The lease is being prepared to include a 20-year initial term, in addition to two optional
ten-year renewal terms. Under state law, a lease of City property for a period exceeding
three years requires the City Council to hold a public hearing prior to approval.
ALTERNATIVES:
1. Set September 23, 2025, as the date of public hearing for a lease of City property to
Lamar Advertising Company for the installation of a digital billboard.
2. Do not set a date of public hearing, and do not proceed with the potential lease.
3. Refer this item back to staff for further information.
CITY MANAGER'S RECOMMENDED ACTION:
The City Council has previously discussed the prospect of a digital billboard on City
property adjacent U.S. Hwy. 30. A zoning text amendment to facilitate a digital billboard
has been adopted. Subdivision of City property to facilitate future commercial
development is anticipated to be considered at the September 23, 2025, City Council
meeting. The billboard lease location is for lot 3 of the planned subdivision.
A public hearing must be set in order to consider the approval of a lease for the
property at that same meeting. The lease is in the process of being finalized and will be
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presented to the City Council at that time. Therefore, it is the recommendation of the City
Manager that the City Council adopt Alternative No. 1, as described above.
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ITEM #:13
DATE:09-09-25
DEPT:FIN
SUBJECT:RESOLUTION SETTING THE DATE FOR SALE OF GENERAL OBLIGATION
CORPORATE PURPOSE BONDS, SERIES 2025A FOR SEPTEMBER 23,
2025, AND AUTHORIZING THE USE OF PRELIMINARY OFFICIAL
STATEMENT IN CONNECTION THEREWITH
COUNCIL ACTION FORM
BACKGROUND:
The FY 2025/26 Budget includes General Obligation (G.O.) Bond–funded capital improvement
projects totaling $13,610,195. As part of the budget process, the City Council held the required
public hearing on March 25, 2025, which authorized the proceedings under Iowa Code Section
384.24A.
To finance these improvements, the City proposes to enter into two loan agreements.
The first is an Essential Purpose Loan Agreement in a principal amount not to exceed
$13,500,000, to fund street and related public infrastructure, lighting, signage, and
signalization improvements, trail improvements at Ada Hayden Heritage Park, and
improvements at the municipal airport.
The second is a General Purpose Loan Agreement in a principal amount not to exceed
$235,000, to fund the fire station alerting system improvements.
To proceed with the FY 2025/26 issuance, the City Council will need to approve the
Preliminary Official Statement, which provides financial disclosures to prospective investors
and is on file in the City Clerk’s Office. The Council must also establish the bond sale date,
recommended as September 23, 2025, and authorize the use of electronic bidding, which is
permitted by Iowa Code and ensures a secure and competitive sale process.
The Capital Improvements Plan’s FY 2025/26 G.O. Bond issue includes the following:
Fire Station Alerting System (General Corporate
Purpose)$ 211,905
Asphalt Street Pavement Improvements 4,000,000
Concrete Pavement Improvements 3,800,000
Seal Coat Street Pavement Improvements 1,000,000
Collector Street Pavement Improvements 500,000
Alley Pavement Improvements 400,000
Downtown Street Pavement Improvements 250,000
Traffic System Capacity Improvements 1,520,000
Intelligent Transportation System 367,540
Airport Airside Improvements 531,750
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Airport Facility Improvements 329,000
Ada Hayden Heritage Park 700,000
Total Project Costs $13,610,195
Issuance Costs/Rounding 124,805
Total Issuance Amount $13,735,000
The public hearing requirement has already been met, and the issuance complies with the
City’s debt management policy and statutory obligations governing municipal debt.
ALTERNATIVES:
1. Adopt a resolution approving the Official Statement for General Obligation Corporate
Purpose Bonds, Series 2025A, setting the date of sale for September 23, 2025, and
authorize electronic bidding for the sale.
2. Refer the Official Statement back to City staff for modifications.
CITY MANAGER'S RECOMMENDED ACTION:
Issuance of these bonds is necessary in order to accomplish the City’s approved Capital
Improvements Plan for the current fiscal year. Therefore, it is the recommendation of the City
Manager that the City Council adopt Alternative No. 1 as stated above.
ATTACHMENT(S):
Ames_IA_2025A_GO_Preliminary_OS_for_City_Council_Approval.pdf
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PRELIMINARY OFFICIAL STATEMENT DATED SEPTEMBER 9, 2025
New Issue Rating: Moody’s Investors Service ‘___’
In the opinion of Dorsey & Whitney LLP, Bond Counsel, according to present laws, rulings and decisions and assuming the accuracy of certain
representations and compliance with certain covenants, the interest on the Bonds (i) is excluded from gross income for federal income tax purposes
under Section 103 of the Internal Revenue Code of 1986 (the “Code”) and (ii) is not an item of tax preference for purposes of the federal alternative
minimum tax imposed on noncorporate taxpayers by Section 55 of the Code. Interest on the Bonds may, however, be taken into account in determining
adjusted financial statement income for purposes of the federal alternative minimum tax imposed on applicable corporations (as defined in Section
59(k) of the Code). Interest on the Bonds is exempt from the taxes imposed by Subchapter II (Personal Net Income Tax) and Subchapter III (Business
Tax on Corporations) of Chapter 422 of the Code of Iowa, 2025, as amended (the “Iowa Code”). Interest on the Bonds is subject to the taxes imposed
by Subchapter V (Taxation of Financial Institutions) of Chapter 422 of the Iowa Code. See “TAX EXEMPTION AND RELATED TAX MATTERS”
herein.
CITY OF AMES, IOWA
$13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A
BIDS RECEIVED: Tuesday, September 23, 2025, 10:00 A.M., Central Time
AWARD: Tuesday, September 23, 2025, 6:00 P.M., Central Time
Dated: Date of Delivery (October 14, 2025) Principal Due: June 1, as shown inside front cover
The $13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A (the “Bonds”) are being issued pursuant to
Division III of Chapters 384 of the Code of Iowa and a resolution to be adopted by the City Council of the City of Ames, Iowa
(the “City”). The Bonds are being issued for the purpose of paying the costs, to that extent, of constructing street and incidental
public infrastructure improvements; acquiring and installing street lighting, signage and signalization improvements; undertaking
trail and related improvements to Ada Hayden Heritage Park; undertaking improvements to the municipal airport and undertaking
alerting system improvements at municipal fire station facilities.
The purchaser of the Bonds agrees to enter into a loan agreement (the “Loan Agreement”) with the City pursuant to the authority
contained in Section 384.24A of the Code of Iowa. The Bonds are issued in evidence of the City’s obligations under the Loan
Agreement. The Bonds are general obligations of the City for which the City will pledge its power of levy direct ad valorem
taxes against all taxable property within the City without limitation as to rate or amount to the repayment of the Bonds.
The Bonds will be issued as fully registered Bonds without coupons and, when issued, will be registered in the name of Cede
Co., as nominee of The Depository Trust Company (“DTC”). DTC will act as securities depository for the Bonds. Individual
& purchases may be made in book-entry-only form, in the principal amount of $5,000 and integral multiples thereof. The
purchaser will not receive certificates representing their interest in the Bonds purchased. The City’s Treasurer as
Registrar/Paying Agent (the “Registrar”) will pay principal on the Bonds, payable annually on June 1, beginning June 1, 2026,
and interest on the Bonds payable initially on June 1, 2026 and thereafter on each December 1 and June 1 to DTC, which will in
turn remit such principal and interest to its participants for subsequent disbursements to the beneficial owners of the Bonds as
described herein. Interest and principal shall be paid to the registered holder of a bond as shown on the records of ownership
maintained by the Registrar as of the 15th day of the month next preceding the interest payment date (the “Record Date”).
THE BONDS WILL MATURE AS LISTED ON THE INSIDE FRONT COVER
MINIMUM BID: $13,597,650
GOOD FAITH DEPOSIT: $137,350 Required of Purchaser Only
TAX MATTERS: Federal: Tax-Exempt
State: Taxable
See “TAX EXEMPTION AND RELATED TAX
ATTERS” for more information.
The Bonds are offered, subject to prior sale, withdrawal or modification, when, as, and if issued subject to the legal opinion as
to legality, validity and tax exemption of Dorsey & Whitney LLP, Bond Counsel, Des Moines, Iowa, to be furnished upon
delivery of the Bonds. It is expected the Bonds will be available for delivery on or about October 14, 2025. This Preliminary
Official Statement in the form presented is deemed final for purposes of Rule 15c2-12 of the Securities and Exchange
Commission, subject to revisions, corrections of modifications as determined to be appropriate, and is authorized to be
distributed in connection with the offering of the Bonds for sale.
*Preliminary; subject to change.
93
CITY OF AMES, IOWA
$13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A
MATURITY: The Bonds will mature June 1 in the years and amounts as follows:
Yea Amoun * Yea Amount*
2026 $1,025,000 2032 $1,140,000
2027 895,000 2033 1,200,000
2028 940,000 2034 1,260,000
2029 985,000 2035 1,320,000
2030 1,035,000 2036 1,390,000
2031 1,090,000 2037 1,455,000
*PRINCIPAL
ADJUSTMENT: Preliminary; subject to change. The aggregate principal amount of the Bonds is subject to reduction
by the City or its designee after the determination of the successful bidder. The City may increase
or decrease each scheduled maturity thereof in increments of $5,000 but the total amount to be
issued will not exceed $13,735,000. Interest rates specified by the successful bidder for each
maturity will not change. Final adjustments shall be in the sole discretion of the City.
The dollar amount of the purchase price proposed by the successful bidder will be changed if the
aggregate principal amount of the Bonds is adjusted as described above. Any change in the
principal amount of any maturity of the Bonds will be made while maintaining, as closely as
possible, the successful bidder's net compensation, calculated as a percentage of bond principal.
The successful bidder may not withdraw or modify its bid as a result of any post-bid adjustment.
Any adjustment shall be conclusive and shall be binding upon the successful bidder.
INTEREST: Interest on the Bonds will be payable on June 1, 2026 and semiannually thereafter.
REDEMPTION: Bonds due after June 1, 2033 will be subject to call for prior redemption on said date or on any day
thereafter upon terms of par plus accrued interest to date of call. Written notice of such call shall
be given at least thirty (30) days prior to the date fixed for redemption to the registered owners of
the Bonds to be redeemed at the address shown on the registration books.
94
COMPLIANCE WITH S.E.C. RULE 15c2-12
Municipal obligations (issued in an aggregate amount over $1,000,000) are subject to General Rules and Regulations,
Securities Exchange Act of 1934, Rule 15c2-12 Municipal Securities Disclosure.
Preliminary Official Statement: This Preliminary Official Statement was prepared for the City for dissemination to
prospective bidders. Its primary purpose is to disclose information regarding the Bonds to prospective bidders in the
interest of receiving competitive bids in accordance with the “TERMS OF OFFERING” contained herein. Unless an
addendum is received prior to the sale, this document shall be deemed the final “Preliminary Official Statement”.
Review Period: This Preliminary Official Statement has been distributed to City staff as well as to prospective bidders
for an objective review of its disclosure. Comments, omissions or inaccuracies must be submitted to PFM Financial
Advisors LLC (the “Municipal Advisor”) at least two business days prior to the sale. Requests for additional information
or corrections in the Preliminary Official Statement received on or before this date will not be considered a qualification
of a bid received. If there are any changes, corrections or additions to the Preliminary Official Statement, prospective
bidders will be informed by an addendum at least one business day prior to the sale.
Final Official Statement: Upon award of sale of the Bonds, the legislative body will authorize the preparation of a final
Official Statement that includes the offering prices, interest rates, selling compensation, aggregate principal amount,
principal amount per maturity, anticipated delivery date and other information required by law and the identity of the
underwriter (the “Syndicate Manager”) and syndicate members. Copies of the final Official Statement will be delivered
to the Syndicate Manager within seven business days following the bid acceptance.
REPRESENTATIONS
No dealer, broker, salesman or other person has been authorized by the City, the Municipal Advisor or the underwriter to
give any information or to make any representations other than those contained in this Preliminary Official Statement or
the final Official Statement and, if given or made, such information and representations must not be relied upon as having
been authorized by the City, the Municipal Advisor or the underwriter. This Preliminary Official Statement or the final
Official Statement does not constitute an offer to sell or solicitation of an offer to buy, nor shall there be any sale of the
Bonds by any person in any jurisdiction in which it is unlawful for such person to make such offer, solicitation or sale. The
information set forth herein has been obtained from the City and other sources which are believed to be reliable, but it is
not to be construed as a representation by the Municipal Advisor or underwriter. The information and expressions of
opinion herein are subject to change without notice, and neither the delivery of this Preliminary Official Statement or the
final Official Statement, nor any sale made thereafter shall, under any circumstances, create any implication there has
been no change in the affairs of the City or in any other information contained herein, since the date hereof. This
Preliminary Official Statement is submitted in connection with the sale of the securities referred to herein and may not be
reproduced or used, in whole or in part, for any other purpose.
This Preliminary Official Statement and any addenda thereto were prepared relying on information from the City and
other sources, which are believed to be reliable.
The Bonds are being offered when, and if issued by the City and accepted by the underwriter, subject to receipt of an
opinion as the legality, validity and tax exemption by Dorsey & Whitney LLP, Des Moines, Iowa, Bond Counsel. It is
expected that the Bonds in the definitive form will be available on or about October 14, 2025.
Compensation of the Municipal Advisor, payable entirely by the City, is contingent upon the sale of the Bonds.
References to website addresses presented herein are for informational purposes only and may be in the form of a
hyperlink solely for the reader’s convenience. Unless specified otherwise, such websites and the information or links
contained therein are not incorporated into, and are not part of, this Preliminary Official Statement for purposes of, and
as that term is defined in, Securities and Exchange Commission Rule 15c2-12.
95
City of Ames, Iowa
Mayor/City Council
Membe Office Initial Term Commenced Term Expires
John Haila Mayo January 02, 2018 December 31, 2025
Bronwyn Beatty-Hansen Council Member – 1st Ward January 01, 2016 December 31, 2025
Tim Gartin Council Member – 2nd Ward January 02, 2014 December 31, 2027
Gloria Betche Council Member – 3rd Ward January 02, 2014 December 31, 2025
Rachel Junck Council Member – 4th Ward January 02, 2020 December 31, 2027
Anita Rollins Council Member – At Large January 03, 2022 December 31, 2027
Amber Corrieri Council Member – At Large January 02, 2014 December 31, 2025
Emily Boland Ex-Officio
Administration
Steven Schainker, City Manager
Corey Goodenow, Director of Finance
Renee Hall, City Clerk
Roger Wisecup II, City Treasurer
John Dunn, Director of Water and Pollution Control
Justin Clausen, Public Works Director
Donald Kom, Director of Electric Utility
City Attorney
Mark Lambert
Ames, Iowa
Bond Counsel
Dorsey & Whitney LLP
Des Moines, Iowa
Municipal Advisor
PFM Financial Advisors LLC
Des Moines, Iowa
96
TABLE OF CONTENTS
TERMS OF OFFERING ................................................................................................................. ..i
SCHEDULE OF BOND YEARS .................................................................................................... vi
EXHIBIT 1 - FORMS OF ISSUE PRICE CERTIFICATES
PRELIMINARY OFFICIAL STATEMENT
Introduction ....................................................................................................................................................... ..1
Authority And Purpose ...................................................................................................................................... ..1
Interest On The Bonds ....................................................................................................................................... ..1
Optional Redemption ......................................................................................................................................... ..1
Payment Of And Security For The Bonds ......................................................................................................... ..2
Book-Entry-Only Issuance ................................................................................................................................ ..2
Future Financing ................................................................................................................................................ ..4
Litigation ........................................................................................................................................................... ..4
Debt Payment History ....................................................................................................................................... ..4
Legal Matters ..................................................................................................................................................... ..4
Tax Exemption And Related Tax Matters ......................................................................................................... ..5
Bondholder's Risks ............................................................................................................................................ ..6
Rating ................................................................................................................................................................ 10
Municipal Advisor ............................................................................................................................................. 11
Continuing Disclosure ....................................................................................................................................... 11
Financial Statements .......................................................................................................................................... 11
Certification ....................................................................................................................................................... 12
APPENDIX A - GENERAL INFORMATION ABOUT THE CITY OF AMES, IOWA
APPENDIX B - FORM OF LEGAL OPINION
APPENDIX C - JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT
APPENDIX D - FORM OF CONTINUING DISCLOSURE CERTIFICATE
OFFICIAL BID FORM
97
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98
i
TERMS OF OFFERING
CITY OF AMES, IOWA
Bids for the purchase of the City of Ames, Iowa’s (the “City”) $13,735,000* General Obligation Corporate Purpose
Bonds, Series 2025A (the “Bonds”) will be received on Tuesday, September 23, 2025, before 10:00 A.M., Central Time,
after which time they will be tabulated. The City Council will consider award of the Bonds at 6:00 P.M., Central Time,
on the same day. Questions regarding the sale of the Bonds should be directed to the City’s Municipal Advisor, PFM
Financial Advisors LLC (the “Municipal Advisor”), 801 Grand Avenue, Suite 3300, Des Moines, Iowa, 50309, telephone
515-724-5734. Information may also be obtained from Mr. Roger Wisecup, City Treasurer, City of Ames, 515 Clark
Avenue, Ames, Iowa, 50010, telephone 515-239-5119.
The following section sets forth the description of certain terms of the Bonds, as well as the “TERMS OF OFFERING”
with which all bidders and bid proposals are required to comply.
DETAILS OF THE BONDS
GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES 2025A, in the principal amount of $13,735,000*
to be dated the date of delivery (anticipated to be October 14, 2025), in the denomination of $5,000 or multiples thereof,
will mature on June 1 as follows:
Yea Amoun * Yea Amount*
2026 $1,025,000 2032 $1,140,000
2027 895,000 2033 1,200,000
2028 940,000 2034 1,260,000
2029 985,000 2035 1,320,000
2030 1,035,000 2036 1,390,000
2031 1,090,000 2037 1,455,000
* Preliminary; subject to change.
ADJUSTMENT TO BOND MATURITY AMOUNTS
The aggregate principal amount of the Bonds is subject to reduction by the City or its designee after the determination of
the successful bidder. The City may increase or decrease each scheduled maturity thereof in increments of $5,000 but the
total amount to be issued will not exceed $13,735,000. Interest rates specified by the successful bidder for each maturity
will not change. Final adjustments shall be in the sole discretion of the City.
The dollar amount of the purchase price proposed by the successful bidder will be changed if the aggregate principal
amount of the Bonds is adjusted as described above. Any change in the principal amount of any maturity of the Bonds
will be made while maintaining, as closely as possible, the successful bidder's net compensation, calculated as a percentage
of bond principal. The successful bidder may not withdraw or modify its bid as a result of any post-bid adjustment. Any
adjustment shall be conclusive and shall be binding upon the successful bidder.
INTEREST ON THE BONDS
Interest on the Bonds will be payable on June 1, 2026, and semiannually on the 1st day of December and June thereafter.
Principal and interest shall be paid to the registered holder of a bond as shown on the records of ownership maintained by
the Registrar as of the 15th day of the month preceding the interest payment date (the “Record Date”). Interest will be
computed on the basis of a 360-day year of twelve 30-day months and will be rounded pursuant to rules of the Municipal
Securities Rulemaking Board.
99
ii
OPTIONAL REDEMPTION
Bonds due after June 1, 2033, will be subject to call prior to maturity in whole, or from time to time in part, in any order
of maturity and within a maturity by lot on said date or on any date thereafter at the option of the City, upon terms of par
plus accrued interest to date of call. Written notice of such call shall be given at least thirty (30) days prior to the date
fixed for redemption to the registered owners of the Bonds to be redeemed at the address shown on the registration books.
TERM BOND OPTION
Bidders shall have the option of designating the Bonds as serial bonds or term bonds, or both. The bid must designate
whether each of the principal amounts shown above represent a serial maturity or a mandatory redemption requirement
for a term bond maturity. (See the “OFFICIAL BID FORM” for more information.) In any event, the above principal
amount scheduled shall be represented by either serial bond maturities or mandatory redemption requirements, or a
combination of both.
GOOD FAITH DEPOSIT
A good faith deposit in the amount of $137,350 (the “Deposit”) is required from the lowest bidder only. The lowest
bidder is required to submit such Deposit payable to the order of the City, not later than 12:00 P.M., Central Time, on the
day of the sale of the Bonds and in the form of either (i) a cashier’s check provided to the City or its Municipal Advisor,
or (ii) a wire transfer as instructed by the City’s Municipal Advisor. If not so received, the bid of the lowest bidder may
be rejected and the City may direct the second lowest bidder to submit a deposit and thereafter may award the sale of the
Bonds to the same. No interest on a deposit will accrue to the successful bidder (the “Purchaser”). The Deposit will be
applied to the purchase price of the Bonds. In the event a Purchaser fails to honor its accepted bid proposal, any deposit
will be retained by the City.
FORM OF BIDS AND AWARD
All bids shall be unconditional for the entire issue of Bonds for a price not less than $13,597,650, plus accrued interest,
and shall specify the rate or rates of interest in conformity to the limitations as set forth in the “BIDDING
PARAMETERS” section herein. Bids must be submitted on or in substantial compliance with the “OFFICIAL BID
FORM” provided by the City. The Bonds will be awarded to the bidder offering the lowest interest rate to be determined
on a true interest cost (the “TIC”) basis assuming compliance with the “ESTABLISHMENT OF ISSUE PRICE” herein,
and “GOOD FAITH DEPOSIT” herein. The TIC shall be determined by the present value method, i.e., by ascertaining
the semiannual rate, compounded semiannually, necessary to discount to present value as of the dated date of the Bonds,
the amount payable on each interest payment date and on each stated maturity date or earlier mandatory redemption, so
that the aggregate of such amounts will equal the aggregate purchase price offered therefore. The TIC shall be stated in
terms of an annual percentage rate and shall be that rate of interest which is twice the semiannual rate so ascertained (also
known as the Canadian Method). The TIC shall be as determined by the Municipal Advisor based on the “TERMS OF
OFFERING” and all amendments, and on the bids as submitted. The Municipal Advisor’s computation of the TIC of
each bid shall be controlling. In the event of tie bids for the lowest TIC, the Bonds will be awarded by lot.
The City will reserve the right to: (i) waive non-substantive informalities of any bid or of matters relating to the receipt
of bids and award of the Bonds, (ii) reject all bids without cause, and (iii) reject any bid which the City determines to have
failed to comply with the terms herein.
BIDDING PARAMETERS
Each bidder’s proposal must conform to the following limitations:
1. Each annual maturity must bear a single rate of interest from the dated date of the Bonds to the date of maturity.
2. Rates of interest bid must be in multiples of one-eighth or one-twentieth of one percent.
3. The initial price to the public for each maturity must be 98% or greater.
100
iii
RECEIPT OF BIDS
Forms of Bids: Bids must be submitted on or in substantial compliance with the “TERMS OF OFFERING” and
“OFFICIAL BID FORM” provided by the City or through PARITY® competitive bidding system (the “Internet Bid
System”). The City shall not be responsible for malfunction or mistake made by any person, or as a result of the use of
an electronic bid or the means used to deliver or complete a bid. The use of such facilities or means is at the sole risk of
the prospective bidder who shall be bound by the terms of the bid as received.
No bid will be accepted after the time specified in the “OFFICIAL BID FORM”. The time as maintained by the Internet
Bid System shall constitute the official time with respect to all bids submitted. A bid may be withdrawn before the bid
deadline using the same method used to submit the bid. If more than one bid is received from a bidder, the last bid
received shall be considered.
Sealed Bidding: Sealed bids may be submitted and will be received at the office of the City’s Treasurer, City Hall, 515
Clark Avenue, Ames, Iowa 50010.
Electronic Internet Bidding: Electronic internet bids will be received at the office of the City’s Municipal Advisor, PFM
Financial Advisors LLC, Des Moines, Iowa, and at the office of the City’s Treasurer. Electronic internet bids must be
submitted through the Internet Bid System. Information about the Internet Bid System may be obtained by calling
212-849-5021.
Each bidder shall be solely responsible for making necessary arrangements to access the Internet Bid System for purposes
of submitting its electronic internet bid in a timely manner and in compliance with the requirements of the “TERMS OF
OFFERING” and “OFFICIAL BID FORM”. The City is permitting bidders to use the services of the Internet Bid System
solely as a communication mechanism to conduct the electronic internet bidding and the Internet Bid System is not an
agent of the City. Provisions of the “TERMS OF OFFERING” and “OFFICIAL BID FORM” shall control in the event
of conflict with information provided by the Internet Bid System.
BOOK-ENTRY-ONLY ISSUANCE
The Bonds will be issued by means of a book-entry-only system with no physical distribution of bond certificates made
to the public. The Bonds will be issued in fully registered form and one bond certificate, representing the aggregate
principal amount of the Bonds maturing in each year, will be registered in the name of Cede & Co. as nominee of The
Depository Trust Company (“DTC”), New York, New York, which will act as securities depository of the Bonds.
Individual purchases of the Bonds may be made in the principal amount of $5,000 or any multiple thereof of a single
maturity through book entries made on the books and records of DTC and its participants. Principal and interest are
payable by the Registrar to DTC or its nominee as registered owner of the Bonds. Transfer of principal and interest
payments to participants of DTC will be the responsibility of DTC; transfer of principal and interest payments to beneficial
owners by participants will be the responsibility of such participants and other nominees of beneficial owners. The
Purchaser, as a condition of delivery of the Bonds, will be required to deposit the bond certificates with DTC.
MUNICIPAL BOND INSURANCE AT PURCHASER’S OPTION
If the Bonds qualify for issuance of any policy of municipal bond insurance or commitment therefore at the option of the
bidder, the purchase of any such insurance policy or the issuance of any such commitment shall be at the sole option and
expense of the Purchaser. Any increased costs of issuance of the Bonds resulting from such purchase of insurance shall
be paid by the Purchaser, except that, if the City has requested and received a rating on the Bonds from a rating agency,
the City will pay that initial rating fee. Any other rating agency fees shall be the responsibility of the Purchaser. Failure
of the municipal bond insurer to issue the policy after the Bonds have been awarded to the Purchaser shall not constitute
cause for failure or refusal by the Purchaser to accept delivery on the Bonds. The City reserves the right in its sole
discretion to accept or deny changes to the financing documents requested by the insurer selected by the Purchaser.
101
iv
DELIVERY
The Bonds will be delivered to the Purchaser through DTC in New York, New York, against full payment in immediately
available cash or federal funds. The Bonds are expected to be delivered within forty-five days after the sale. Should
delivery be delayed beyond sixty days from the date of sale for any reason except failure of performance by the Purchaser,
the Purchaser may withdraw their bid and thereafter their interest in and liability for the Bonds will cease. When the
Bonds are ready for delivery, the City will give the Purchaser five working days’ notice of the delivery date and the City
will expect payment in full on that date; otherwise reserving the right at its option to determine that the Purchaser failed
to comply with the offer of purchase.
ESTABLISHMENT OF ISSUE PRICE
In order to establish the issue price of the Bonds for federal income tax purposes, the City requires bidders to agree to the
following, and by submitting a bid, each bidder agrees to the following.
If a bid is submitted by a potential underwriter, the bidder confirms that (i) the underwriters have offered or reasonably
expect to offer the Bonds to the public on or before the date of the award at the offering price (the “initial offering price”)
for each maturity as set forth in the bid and (ii) the bidder, if it is the winning bidder, shall require any agreement among
underwriters, selling group agreement, retail distribution agreement or other agreement relating to the initial sale of the
Bonds to the public to which it is a party to include provisions requiring compliance by all parties to such agreements
with the provisions contained herein. For purposes hereof, Bonds with a separate CUSIP number constitute a separate
“maturity,” and the public does not include underwriters of the Bonds (including members of a selling group or retail
distribution group) or persons related to underwriters of the Bonds.
If, however, a bid is submitted for the bidder’s own account in a capacity other than as an underwriter of the Bonds, and
the bidder has no current intention to sell, reoffer, or otherwise dispose of the Bonds, the bidder shall notify the City to
that effect at the time it submits its bid and shall provide a certificate to that effect in place of the certificate otherwise
required below.
If the winning bidder intends to act as an underwriter, the City shall advise the winning bidder at or prior to the time of
award whether (i) the competitive sale rule or (ii) the “hold-the-offering price” rule applies.
If the City advises the Purchaser that the requirements for a competitive sale have been satisfied and that the competitive
sale rule applies, the Purchaser will be required to deliver to the City at or prior to closing a certification, substantially in
the form attached hereto as EXHIBIT 1-A, as to the reasonably expected initial offering price as of the award date.
If the City advises the Purchaser that the requirements for a competitive sale have not been satisfied and that the hold-the-
offering price rule applies, the Purchaser shall (1) upon the request of the City confirm that the underwriters did not offer
or sell any maturity of the Bonds to any person at a price higher than the initial offering price of that maturity during the
period starting on the award date and ending on the earlier of (a) the close of the fifth business day after the sale date or
(b) the date on which the underwriters have sold at least 10% of that maturity to the public at or below the initial offering
price; and (2) at or prior to closing, deliver to the City a certification substantially in the form attached hereto as
EXHIBIT 1-B, together with a copy of the pricing wire.
Any action to be taken or documentation to be received by the City pursuant hereto may be taken or received on behalf
of the City by Municipal Advisor.
Bidders should prepare their bids on the assumption that the Bonds will be subject to the “hold-the-offering-price”
rule. Any bid submitted pursuant to the “TERMS OF OFFERING” and “OFFICIAL BID FORM” shall be
considered a firm offer for the purchase of the Bonds, and bids submitted will not be subject to cancellation or
withdrawal.
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OFFICIAL STATEMENT
The City has authorized the preparation of a Preliminary Official Statement containing pertinent information relative to
the Bonds. The Preliminary Official Statement will be further supplemented by offering prices, interest rates, selling
compensation, aggregate principal amount, principal amount per maturity, anticipated delivery date and underwriter,
together with any other information required by law or deemed appropriate by the City, shall constitute a final Official
Statement of the City with respect to the Bonds, as that term is defined in Rule 15c2-12 promulgated by the Securities
and Exchange Commission under the Securities Exchange Act of 1934, as amended (the “Rule”). By awarding the Bonds
to any underwriter or underwriting syndicate submitting an “OFFICIAL BID FORM” therefore, the City agrees that no
more than seven (7) business days after the date of such award, it shall provide without cost to the senior managing
underwriter of the syndicate to which the Bonds are awarded up to 25 copies of the final Official Statement to permit each
“Participating Underwriter” (as that term is defined in the Rule) to comply with the provisions of the Rule. The City shall
treat the senior managing underwriter of the syndicate to which the Bonds are awarded as its designated agent for purposes
of distributing copies of the final Official Statement to the Participating Underwriter. Any underwriter executing and
delivering an “OFFICIAL BID FORM” with respect to the Bonds, agrees thereby, if its bid is accepted by the City, (i) it
shall accept such designation, and (ii) it shall enter into a contractual relationship with all Participating Underwriters of
the Bonds for purposes of assuring the receipt by each such Participating Underwriter of the final Official Statement.
ELECTRONIC EXECUTED DOCUMENTS
Purchaser consents to the receipt of electronic transcripts and acknowledges the City’s intended use of electronically
executed documents. Chapter 554D of the Iowa Code establishes electronic signatures have the full weight and legal
authority as manual signatures.
CONTINUING DISCLOSURE
The City will covenant in a Continuing Disclosure Certificate for the benefit of the Owners and Beneficial Owners of the
Certificates to provide annually certain financial information and operating data relating to the City (the “Annual Report”),
and to provide notices of the occurrence of certain enumerated events. The Annual Report is to be filed by the City not
later than June 30th after the close of each fiscal year, commencing with the close of the fiscal year ending June 30, 2025,
with the Municipal Securities Rulemaking Board, at its internet repository named “Electronic Municipal Market Access”
(“EMMA”). The notices of events, if any, are also to be filed with EMMA. See “APPENDIX D – FORM OF
CONTINUING DISCLOSURE CERTIFICATE”. The specific nature of the information to be contained in the Annual
Report or the notices of events, and the manner in which such materials are to be filed, are summarized in “APPENDIX
D – FORM OF CONTINUING DISCLOSURE CERTIFICATE”. These covenants have been made in order to assist the
Purchaser in complying with section (b)(5) of the Rule.
In accordance with the reporting requirements of paragraph (f)(3) of the Rule, within the past five years, the City has not
failed to comply, in all material respects, with any previous undertakings it has entered into with respect to the Rule.
Regarding the Mary Greeley Medical Center’s (the “Medical Center”) the Annual Financial Information and Operating
Data Report for the Fiscal Year ending June 30, 2021 was not timely filed.
Breach of the undertakings will not constitute a default or an “Event of Default” under the Bonds or the resolution for the
Bonds. A broker or dealer is to consider a known breach of the undertakings, however, before recommending the purchase
or sale of the Bonds in the secondary market. Thus, a failure on the part of the City to observe the undertakings may
adversely affect the transferability and liquidity of the Bonds and their market price.
CUSIP NUMBERS
It is anticipated that Committee on Uniform Security Identification Procedures (“CUSIP”) numbers will be printed on the
Bonds and the Purchaser must agree in the bid proposal to pay the cost thereof. In no event will the City, Bond Counsel
or Municipal Advisor be responsible for the review or express any opinion that the CUSIP numbers are correct. Incorrect
CUSIP numbers on said Bonds shall not be cause for the Purchaser to refuse to accept delivery of said Bonds.
BY ORDER OF THE CITY COUNCIL
City of Ames, Iowa
/s/ Roger Wisecup, City Treasurer
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SCHEDULE OF BOND YEARS
$13,735,000*
City of Ames, Iowa
General Obligation Corporate Purpose Bonds, Series 2025A
Bonds Dated:
Interest Due: June 1, 2026 and each December 1 and June 1 to maturity
Principal Due: June 1, 2026-2037
Cumulative
Year Principal *ond Years Bond Years
2026 $1,025,000 646.32 646.32
2027 895,000 1,459.35 2,105.67
2028 940,000 2,472.72 4,578.39
2029 985,000 3,576.10 8,154.49
2030 1,035,000 4,792.63 12,947.11
2031 1,090,000 6,137.31 19,084.42
2032 1,140,000 7,558.83 26,643.25
2033 1,200,000 9,156.67 35,799.92
2034 1,260,000 10,874.50 46,674.42
2035 1,320,000 12,712.33 59,386.75
2036 1,390,000 14,776.47 74,163.22
2037 1,455,000 16,922.46 91,085.68
Average Maturity (dated date): 6.632 Years
* Preliminary; subject to change.
October 14, 2025
104
EXHIBIT 1
FORMS OF ISSUE PRICE CERTIFICATES
105
(This page has been left blank intentionally)
106
Exhibit 1-A to Terms of Offering
EXHIBIT 1-A
$________
CITY OF AMES, IOWA
GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES 2025A
ISSUE PRICE CERTIFICATE
(competitive sale 3 bids)
The undersigned, on behalf of [NAME OF UNDERWRITER] (“[SHORT NAME OF
UNDERWRITER]”), hereby certifies as set forth below with respect to the sale of the obligations named
above (the “Bonds”).
1. Reasonably Expected Initial Offering Price.
(a) As of the Sale Date, the reasonably expected initial offering prices of the Bonds to the
Public by [SHORT NAME OF UNDERWRITER] are the prices listed in Schedule A (the “Expected
Offering Prices”). The Expected Offering Prices are the prices for the Maturities of the Bonds used by
[SHORT NAME OF UNDERWRITER] in formulating its bid to purchase the Bonds. Attached as Schedule
B is a true and correct copy of the bid provided by [SHORT NAME OF UNDERWRITER] to purchase the
Bonds.
(b) [SHORT NAME OF UNDERWRITER] was not given the opportunity to review other bids
prior to submitting its bid.
(c) The bid submitted by [SHORT NAME OF UNDERWRITER] constituted a firm offer to
purchase the Bonds.
2. Defined Terms. For purposes of this Issue Price Certificate:
(a) City means City of Ames, Iowa.
(b) Maturity means Bonds with the same credit and payment terms. Any Bonds with different
maturity dates, or with the same maturity date but different stated interest rates, are treated as separate
Maturities.
(c) Member of the Distribution Group means (i) any person that agrees pursuant to a written
contract with the City (or with the lead underwriter to form an underwriting syndicate) to participate in the
initial sale of the Bonds to the Public, and (ii) any person that agrees pursuant to a written contract directly
or indirectly with a person described in clause (i) of this paragraph to participate in the initial sale of the
Bonds to the Public (including a member of a selling group or a party to a retail distribution agreement
participating in the initial sale of the Bonds to the Public).
(d) Public means any person (i.e., an individual, trust, estate, partnership, association,
company, or corporation) other than a Member of the Distribution Group or a related party to a Member of
the Distribution Group. A person is a “related party” to a Member of the Distribution Group if the Member
of the Distribution Group and that person are subject, directly or indirectly, to (i) at least 50% common
ownership of the voting power or the total value of their stock, if both entities are corporations (including
direct ownership by one corporation of another), (ii) more than 50% common ownership of their capital
interests or profits interests, if both entities are partnerships (including direct ownership by one partnership
of another), or (iii) more than 50% common ownership of the value of the outstanding stock of the
corporation or the capital interests or profit interests of the partnership, as applicable, if one entity is a
corporation and the other entity is a partnership (including direct ownership of the applicable stock or
interests by one entity of the other).
107
Exhibit 1-A to Terms of Offering
(e) Sale Date means the first day on which there is a binding contract in writing for the sale of
the respective Maturity. The Sale Date of each Maturity was September 23, 2025.
The representations set forth in this certificate are limited to factual matters only. Nothing in this
certificate represents [SHORT NAME OF UNDERWRITER]’s interpretation of any laws, including
specifically Sections 103 and 148 of the Internal Revenue Code of 1986, as amended, and the Treasury
Regulations thereunder. The undersigned understands that the foregoing information will be relied upon
by the City with respect to certain of the representations set forth in the Tax Certificate and with respect to
compliance with the federal income tax rules affecting the Bonds, and by Dorsey & Whitney LLP, Des
Moines, Iowa in connection with rendering its opinion that the interest on the Bonds is excluded from gross
income for federal income tax purposes, the preparation of the Internal Revenue Service Form 8038-G, and
other federal income tax advice that it may give to the City from time to time relating to the Bonds.
[UNDERWRITER]
By:____________________________________
Name:__________________________________
Dated: October 14, 2025
108
Exhibit 1-A to Terms of Offering
SCHEDULE A
EXPECTED OFFERING PRICES
(Attached)
109
Exhibit 1-A to Terms of Offering
SCHEDULE B
COPY OF UNDERWRITER’S BID
(Attached)
110
Exhibit 1-B to Terms of Offering
EXHIBIT 1-B
$________
CITY OF AMES, IOWA
GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES 2025A
ISSUE PRICE CERTIFICATE
(Form - Fewer than 3 bids)
The undersigned, on behalf of [NAME OF UNDERWRITER/REPRESENTATIVE] ([“[SHORT NAME OF
UNDERWRITER]”)][the “Representative”)][, on behalf of itself and [NAMES OF OTHER UNDERWRITERS]
(together, the “Underwriting Group”),] hereby certifies as set forth below with respect to the sale of the obligations named
above (the “Bonds”).
1. Initial Offering Price of the Bonds. [SHORT NAME OF UNDERWRITER][The Underwriting Group]
offered the Bonds to the Public for purchase at the specified initial offering prices listed in Schedule A (the “Initial
Offering Prices”) on or before the Sale Date. A copy of the pricing wire for the Bonds is attached to this certificate as
Schedule B.
2. First Price at which Sold to the Public. On the Sale Date, at least 10% of each Maturity [listed in
Schedule C] was first sold to the Public at the respective Initial Offering Price [or price specified [therein][in Schedule
C], if different].
3. Hold the Offering Price Rule. [SHORT NAME OF UNDERWRITER][The Underwriting Group] has
agreed in writing that, (i) for each Maturity less than 10% of which was first sold to the Public at a single price as of the
Sale Date, it would neither offer nor sell any of the Bonds of such Maturity to any person at a price that is higher than the
Initial Offering Price for such Maturity during the Holding Period for such Maturity (the “Hold-the-Offering-Price Rule”),
and (ii) any agreement among underwriters, selling group agreement, or third-party distribution agreement contains the
agreement of each underwriter, dealer, or broker-dealer who is a party to such agreement to comply with the Hold-the-
Offering-Price Rule. Based on the [SHORT NAME OF UNDERWRITER][Representative]’s own knowledge and, in the
case of sales by other Members of the Distribution Group, representations obtained from the other Members of the
Distribution Group, no Member of the Distribution Group has offered or sold any such Maturity at a price that is higher
than the respective Initial Offering Price during the respective Holding Period.
4. Defined Terms. For purposes of this Issue Price Certificate:
(a) Holding Period means the period starting on the Sale Date and ending on the earlier of (i) the close of the
fifth business day after the Sale Date (September 30, 2025), or (ii) the date on which Members of the Distribution Group
have sold at least 10% of such Maturity to the Public at one or more prices, none of which is higher than the Initial
Offering Price for such Maturity.
(b) City means City of Ames, Iowa.
(c) Maturity means Bonds with the same credit and payment terms. Any Bonds with different maturity dates,
or with the same maturity date but different stated interest rates, are treated as separate Maturities.
(d) Member of the Distribution Group means (i) any person that agrees pursuant to a written contract with
the City (or with the lead underwriter to form an underwriting syndicate) to participate in the initial sale of the Bonds to
the Public, and (ii) any person that agrees pursuant to a written contract directly or indirectly with a person described in
clause (i) of this paragraph to participate in the initial sale of the Bonds to the Public (including a member of a selling
group or a party to a retail distribution agreement participating in the initial sale of the Bonds to the Public).
111
Exhibit 1-B to Terms of Offering
(e) Public means any person (i.e., an individual, trust, estate, partnership, association, company, or
corporation) other than a Member of the Distribution Group or a related party to a Member of the Distribution Group. A
person is a “related party” to a Member of the Distribution Group if the Member of the Distribution Group and that person
are subject, directly or indirectly, to (i) at least 50% common ownership of the voting power or the total value of their
stock, if both entities are corporations (including direct ownership by one corporation of another), (ii) more than 50%
common ownership of their capital interests or profits interests, if both entities are partnerships (including direct
ownership by one partnership of another), or (iii) more than 50% common ownership of the value of the outstanding stock
of the corporation or the capital interests or profit interests of the partnership, as applicable, if one entity is a corporation
and the other entity is a partnership (including direct ownership of the applicable stock or interests by one entity of the
other).
(f) Sale Date means the first day on which there is a binding contract in writing for the sale of the respective
Maturity. The Sale Date of each Maturity was September 23, 2025.
The representations set forth in this certificate are limited to factual matters only. Nothing in this certificate
represents [SHORT NAME OF UNDERWRITER][The Underwriting Group]’s interpretation of any laws, including
specifically Sections 103 and 148 of the Internal Revenue Code of 1986, as amended, and the Treasury Regulations
thereunder. The undersigned understands that the foregoing information will be relied upon by the City with respect to
certain of the representations set forth in the Tax Certificate and with respect to compliance with the federal income tax
rules affecting the Bonds, and by Dorsey & Whitney LLP, Des Moines, Iowa in connection with rendering its opinion
that the interest on the Bonds is excluded from gross income for federal income tax purposes, the preparation of the
Internal Revenue Service Form 8038-G, and other federal income tax advice that it may give to the City from time to time
relating to the Bonds.
By:____________________________________
Name:__________________________________
Dated: October 14, 2025
112
Exhibit 1-B to Terms of Offering
SCHEDULE A
INITIAL OFFERING PRICES OF THE BONDS
(Attached)
113
Exhibit 1-B to Terms of Offering
SCHEDULE B
PRICING WIRE
(Attached)
114
Exhibit 1-B to Terms of Offering
SCHEDULE C
SALES OF AT LEAST 10% OF MATURITY TO THE PUBLIC ON THE SALE DATE
AT THE INITIAL OFFERING PRICE
(Attached)
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PRELIMINARY OFFICIAL STATEMENT
CITY OF AMES, IOWA
$13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A
INTRODUCTION
This Preliminary Official Statement contains information relating to the City of Ames, Iowa (the “City”) and its issuance
of $13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A (the “Bonds”). This Preliminary Official
Statement has been authorized by the City and may be distributed in connection with the sale of the Bonds authorized
therein. Inquiries may be made to the City’s Municipal Advisor, PFM Financial Advisors LLC (the “Municipal Advisor”),
801 Grand Avenue, Suite 3300, Des Moines, Iowa, 50309, telephone 515-724-5734. Information may also be obtained
from Mr. Roger Wisecup, City Treasurer, City of Ames, 515 Clark Avenue, Ames, Iowa, 50010, telephone 515-239-5119.
AUTHORITY AND PURPOSE
The Bonds are being issued pursuant to Division III of Chapters 384 and 403 of the Code of Iowa and a resolution to be
adopted by the City Council of the City. The Bonds are being issued for the purpose of paying the costs, to that extent,
of constructing street and incidental public infrastructure improvements; acquiring and installing street lighting, signage
and signalization improvements; undertaking trail and related improvements to Ada Hayden Heritage Park; undertaking
improvements to the municipal airport and undertaking alerting system improvements at municipal fire station facilities.
The estimated sources and uses of the Bonds are as follows:
Sources of Funds*
Par Amoun $13,735,000.00
Uses of Funds*
Deposit to Project Fund $13,520,350.00
Underwriter’s Discoun 137,350.00
Cost of Issuance and Contingency 77,300.00
Total Uses $13,735,000.00
* Preliminary; subject to change.
INTEREST ON THE BONDS
Interest on the Bonds will be payable on June 1, 2026 and semiannually on the 1st day of December and June thereafter.
Principal and interest shall be paid to the registered holder of a bond as shown on the records of ownership maintained by
the Registrar as of the 15th day of the month preceding the interest payment date (the “Record Date”). Interest will be
computed on the basis of a 360-day year of twelve 30-day months and will be rounded pursuant to rules of the Municipal
Securities Rulemaking Board.
OPTIONAL REDEMPTION
Bonds due after June 1, 2033 will be subject to call prior to maturity in whole, or from time to time in part, in any order
of maturity and within a maturity by lot on said date or on any date thereafter at the option of the City, upon terms of par
plus accrued interest to date of call. Written notice of such call shall be given at least thirty (30) days prior to the date
fixed for redemption to the registered owners of the Bonds to be redeemed at the address shown on the registration books.
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PAYMENT OF AND SECURITY FOR THE BONDS
Pursuant to the Resolution and the Act, the Bonds and the interest thereon are general obligations of the City, and all
taxable property within the corporate boundaries of the City is subject to the levy of taxes to pay the principal of and
interest on the Bonds without constitutional or statutory limitation as to rate or amount. See “APPENDIX A – GENERAL
INFORMATION ABOUT THE CITY OF AMES, IOWA.”
Section 76.2 of the Code of Iowa, 2025, as amended (the “Iowa Code”), provides that when an Iowa political subdivision
issues general obligation bonds, the governing authority of such political subdivision shall, by resolution adopted before
issuing the bonds, provide for the assessment of an annual levy upon all the taxable property in the political subdivision
sufficient to pay the interest and principal of the bonds. A certified copy of this resolution shall be filed with the County
Auditor in which the City is located, giving rise to a duty of the County Auditor to annually enter this levy for collection
from the taxable property within the boundaries of the City, until funds are realized to pay the bonds in full.
For the purpose of providing for the levy and collection of a direct annual tax sufficient to pay the principal of and interest
on the Bonds as the same become due, the Resolution provides for the levy of a tax sufficient for that purpose on all the
taxable property in the City in each of the years while the Bonds are outstanding. The City shall file a certified copy of
the Resolution with the County Auditor, pursuant to which the County Auditor is instructed to enter for collection and
assess the tax authorized. When annually entering such taxes for collection, the County Auditor shall include the same
as a part of the tax levy for Debt Service Fund purposes of the City and when collected, the proceeds of the taxes shall be
converted into the Debt Service Fund of the City and set aside therein as a special account to be used solely and only for
the payment of the principal of and interest on the Bonds and for no other purpose whatsoever.
Pursuant to the provisions of Section 76.4 of the Iowa Code, each year while the Bonds remain outstanding and unpaid,
any funds of the City which may lawfully be applied for such purpose, may be appropriated, budgeted and, if received,
used for the payment of the principal of and interest on the Bonds as the same become due, and if so appropriated, the
taxes for any given fiscal year as provided for in the Resolution, shall be reduced by the amount of such alternate funds
as have been appropriated for said purpose and evidenced in the City’s budget.
BOOK-ENTRY-ONLY ISSUANCE
The information contained in the following paragraphs of this subsection “BOOK-ENTRY-ONLY ISSUANCE” has been
extracted from a schedule prepared by Depository Trust Company (“DTC”) entitled “SAMPLE OFFERING
DOCUMENT LANGUAGE DESCRIBING BOOK-ENTRY-ONLY ISSUANCE”. The information in this section
concerning DTC and DTC’s book-entry-only system has been obtained from sources that the City believes to be reliable,
but the City takes no responsibility for the accuracy thereof.
The Depository Trust Company (“DTC”), New York, NY, will act as securities depository for the securities (the
“Securities”). The Securities will be issued as fully-registered securities registered in the name of Cede & Co. (DTC’s
partnership nominee) or such other name as may be requested by an authorized representative of DTC. One fully-
registered Security certificate will be issued for each issue of the Securities, each in the aggregate principal amount of
such issue, and will be deposited with DTC. If, however, the aggregate principal amount of any issue exceeds $500
million, one certificate will be issued with respect to each $500 million of principal amount, and an additional certificate
will be issued with respect to any remaining principal amount of such issue.
DTC, the world’s largest securities depository, is a limited-purpose trust company organized under the New York Banking
Law, a “banking organization” within the meaning of the New York Banking Law, a member of the Federal Reserve
System, a “clearing corporation” within the meaning of the New York Uniform Commercial Code, and a “clearing
agency” registered pursuant to the provisions of Section 17A of the Securities Exchange Act of 1934. DTC holds and
provides asset servicing for over 3.5 million issues of U.S. and non-U.S. equity issues, corporate and municipal debt
issues, and money market instruments from over 100 countries that DTC’s participants (the “Direct Participants”) deposit
with DTC. DTC also facilitates the post-trade settlement among Direct Participants of sales and other securities
transactions in deposited securities, through electronic computerized book-entry-only transfers and pledges between
Direct Participants’ accounts. This eliminates the need for physical movement of securities certificates. Direct
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Participants include both U.S. and non-U.S. securities brokers and dealers, banks, trust companies, clearing corporations,
and certain other organizations. DTC is a wholly-owned subsidiary of The Depository Trust & Clearing Corporation
(“DTCC”). DTCC is the holding company for DTC, National Securities Clearing Corporation and Fixed Income Clearing
Corporation, all of which are registered clearing agencies. DTCC is owned by the users of its regulated subsidiaries.
Access to the DTC system is also available to others such as both U.S. and non-U.S. securities brokers and dealers, banks,
trust companies, and clearing corporations that clear through or maintain a custodial relationship with a Direct Participant,
either directly or indirectly (the “Indirect Participants”). DTC has S&P Global Ratings: AA+. The DTC Rules applicable
to its Participants are on file with the Securities and Exchange Commission. More information about DTC can be found
at www.dtcc.com.
Purchases of Securities under the DTC system must be made by or through Direct Participants, which will receive a credit
for the Securities on DTC’s records. The ownership interest of each actual purchaser of each Security (the “Beneficial
Owner”) is in turn to be recorded on the Direct and Indirect Participants’ records. Beneficial Owners will not receive
written confirmation from DTC of their purchase. Beneficial Owners are, however, expected to receive written
confirmations providing details of the transaction, as well as periodic statements of their holdings, from the Direct or
Indirect Participant through which the Beneficial Owner entered into the transaction. Transfers of ownership interests in
the Securities are to be accomplished by entries made on the books of Direct and Indirect Participants acting on behalf of
Beneficial Owners. Beneficial Owners will not receive certificates representing their ownership interests in Securities,
except in the event that use of the book-entry-only system for the Securities is discontinued.
To facilitate subsequent transfers, all Securities deposited by Direct Participants with DTC are registered in the name of
DTC’s partnership nominee, Cede & Co., or such other name as may be requested by an authorized representative of
DTC. The deposit of Securities with DTC and their registration in the name of Cede & Co. or such other DTC nominee
do not affect any change in beneficial ownership. DTC has no knowledge of the actual Beneficial Owners of the
Securities; DTC’s records reflect only the identity of the Direct Participants to whose accounts such Securities are credited,
which may or may not be the Beneficial Owners. The Direct and Indirect Participants will remain responsible for keeping
account of their holdings on behalf of their customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct Participants to Indirect
Participants, and by Direct Participants and Indirect Participants to Beneficial Owners will be governed by arrangements
among them, subject to any statutory or regulatory requirements as may be in effect from time to time. Beneficial Owners
of Securities may wish to take certain steps to augment the transmission to them of notices of significant events with
respect to the Securities, such as redemptions, tenders, defaults, and proposed amendments to the Security documents.
For example, Beneficial Owners of Securities may wish to ascertain that the nominee holding the Securities for their
benefit has agreed to obtain and transmit notices to Beneficial Owners. In the alternative, Beneficial Owners may wish
to provide their names and addresses to the registrar and request that copies of notices be provided directly to them.
Redemption notices shall be sent to DTC. If less than all of the Securities within an issue are being redeemed, DTC’s
practice is to determine by lot the amount of the interest of each Direct Participant in such issue to be redeemed.
Neither DTC nor Cede & Co., nor any other DTC nominee, will consent or vote with respect to Securities unless
authorized by a Direct Participant in accordance with DTC’s MMI Procedures. Under its usual procedures, DTC mails
an Omnibus Proxy to the City as soon as possible after the record date. The Omnibus Proxy assigns Cede & Co.’s
consenting or voting rights to those Direct Participants to whose accounts Securities are credited on the record date
identified in a listing attached to the Omnibus Proxy.
Redemption proceeds, distributions, and dividend payments on the Securities will be made to Cede & Co., or such other
nominee as may be requested by an authorized representative of DTC. DTC’s practice is to credit Direct Participants’
accounts upon DTC’s receipt of funds and corresponding detail information from the City or Agent, on payable date in
accordance with their respective holdings shown on DTC’s records. Payments by Participants to Beneficial Owners will
be governed by standing instructions and customary practices, as is the case with securities held for the accounts of
customers in bearer form or registered in “street name,” and will be the responsibility of such Participant and not of DTC,
Agent, or the City, subject to any statutory or regulatory requirements as may be in effect from time to time. Payment of
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redemption proceeds, distributions, and dividend payments to Cede & Co., or such other nominee as may be requested by
an authorized representative of DTC, is the responsibility of the City or Agent, disbursement of such payments to Direct
Participants will be the responsibility of DTC, and disbursement of such payments to the Beneficial Owners will be the
responsibility of Direct and Indirect Participants.
A Beneficial Owner shall give notice to elect to have its Securities purchased or tendered, through its Participant, to
Remarketing Agent, and shall effect delivery of such Securities by causing the Direct Participant to transfer the
Participant’s interest in the Securities, on DTC’s records, to Remarketing Agent. The requirement for physical delivery
of Securities in connection with an optional tender or a mandatory purchase will be deemed satisfied when the ownership
rights in the Securities are transferred by Direct Participants on DTC’s records and followed by a book-entry-only credit
of tendered Securities to Remarketing Agent’s DTC account.
DTC may discontinue providing its services as depository with respect to the Securities at any time by giving reasonable
notice to the City or Agent. Under such circumstances, in the event that a successor depository is not obtained, Security
certificates are required to be printed and delivered.
The City may decide to discontinue use of the system of book-entry-only transfers through DTC (or a successor securities
depository). In that event, Security certificates will be printed and delivered to DTC.
The information in this section concerning DTC and DTC’s book-entry-only system has been obtained from sources that
the City believes to be reliable, but the City takes no responsibility for the accuracy thereof.
FUTURE FINANCING
The City does not anticipate issuing any additional general obligation debt within 90 days of this Official Statement.
LITIGATION
The City is not aware of any threatened or pending litigation affecting the validity of the Bonds or the City’s ability to
meet its financial obligations.
At closing, the City will certify that no controversy or litigation is pending, prayed or threatened involving the
incorporation, organization, existence or boundaries of the Bonds, or the titles of the City officers to their respective
positions, or the validity of the Bonds, or the power and duty of the Bonds to provide and apply adequate taxes for the
full and prompt payment of the principal and interest of the Bonds, and that no measure or provision for the authorization
or issuance of the Bonds has been repealed or rescinded.”
DEBT PAYMENT HISTORY
The City knows of no instance in which they have defaulted in the payment of principal and interest on its debt.
LEGAL MATTERS
Legal matters incident to the authorization, issuance and sale of the Bonds and with regard to the tax-exempt status of the
interest thereon (see “TAX EXEMPTION AND RELATED TAX MATTERS” herein) are subject to the approving legal
opinion of Dorsey & Whitney LLP, Des Moines, Iowa, Bond Counsel, a form of which is attached hereto as APPENDIX B
to this Preliminary Official Statement. Signed copies of the opinion, dated and premised on law in effect as of the date
of original delivery of the Bonds, will be delivered to the purchaser at the time of such original delivery. The Bonds are
offered subject to prior sale and to the approval of legality of the Bonds by Bond Counsel.
The legal opinion to be delivered will express the professional judgment of Bond Counsel, and by rendering a legal
opinion, Bond Counsel does not become an insurer or guarantor of the result indicated by that expression of professional
judgment of the transaction or the future performance of the parties to the transaction.”
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TAX EXEMPTION AND RELATED TAX MATTERS
Federal Income Tax Exemption: The opinion of Bond Counsel will state that under present laws and rulings, interest on
the Bonds is excluded from gross income for federal income tax purposes and is not an item of tax preference for purposes
of the federal alternative minimum tax imposed on noncorporate taxpayers under the Code.
The opinion set forth in the preceding sentence will be subject to the condition that the City comply with all requirements
of the Code that must be satisfied subsequent to the issuance of the Bonds in order that interest thereon be, or continue to
be, excluded from gross income for federal income tax purposes. Failure to comply with certain of such requirements
may cause the inclusion of interest on the Bonds in gross income for federal income tax purposes to be retroactive to the
date of issuance of the Bonds. In the resolution authorizing the issuance of the Bonds, the City will covenant to comply
with all such requirements.
There may be certain other federal tax consequences to the ownership of the Bonds by certain taxpayers, including without
limitation, corporations subject to the branch profits tax, financial institutions, certain insurance companies, certain S
corporations, individual recipients of Social Security and Railroad Retirement benefits, taxpayers who may be deemed to
have incurred (or continued) indebtedness to purchase or carry tax-exempt obligations, and corporations that may be
subject to the alternative minimum tax. Bond Counsel will express no opinion with respect to other federal tax
consequences to owners of the Bonds. Prospective purchasers of the Bonds should consult with their tax advisors as to
such matters.
Ownership of the Bonds may result in other state and local tax consequences to certain taxpayers. Bond Counsel expresses
no opinion regarding any such collateral consequences arising with respect to the Bonds. Prospective purchasers of the
Bonds should consult their tax advisors regarding the applicability of any such state and local taxes.
State of Iowa Income Taxes: The interest on the Bonds is NOT exempt from present Iowa income taxes.
Proposed Changes in Federal and State Tax Law: From time to time, there are Presidential proposals, proposals of various
federal committees, and legislative proposals in the Congress and in the states that, if enacted, could alter or amend the
federal and state tax matters referred to herein or adversely affect the marketability or market value of the Bonds or
otherwise prevent holders of the Bonds from realizing the full benefit of the tax exemption of interest on the Bonds.
Further, such proposals may impact the marketability or market value of the Bonds simply by being proposed. No
prediction is made whether such provisions will be enacted as proposed or concerning other future legislation affecting
the tax treatment of interest on the Bonds. In addition, regulatory actions are from time to time announced or proposed
and litigation is threatened or commenced which, if implemented or concluded in a particular manner, could adversely
affect the market value, marketability or tax exempt status of the Bonds. It cannot be predicted whether any such
regulatory action will be implemented, how any particular litigation or judicial action will be resolved, or whether the
Bonds would be impacted thereby.
Purchasers of the Bonds should consult their tax advisors regarding any pending or proposed legislation, regulatory
initiatives or litigation. The opinions expressed by Bond Counsel are based upon existing legislation and regulations as
interpreted by relevant judicial and regulatory authorities as of the date of issuance and delivery of the Bonds, and Bond
Counsel has expressed no opinion as of any date subsequent thereto or with respect to any proposed or pending legislation,
regulatory initiatives or litigation.
Not Qualified Tax-Exempt Obligations: In the resolution authorizing the issuance of the Bonds, the City will NOT
designate the Bonds as “qualified tax-exempt obligations” within the meaning of Section 265(b)(3) of the Code relating
to the ability of financial institutions to deduct from income for federal income tax purposes a portion of the interest
expense that is allocable to tax-exempt obligations. In the opinion of Bond Counsel, the Bonds are “not qualified tax-
exempt obligations” within the meaning of Section 265(b)(3) of the Code.
Original Issue Discount: The Bonds maturing in the years ________________ (collectively, the “Discount Bonds”) are
being sold at a discount from the principal amount payable on such Discount Bonds at maturity. The difference between
the price at which a substantial amount of the Discount Bonds of a given maturity is first sold to the public (the “Issue
Price”) and the principal amount payable at maturity constitutes “original issue discount” under the Internal Revenue
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Code. The amount of original issue discount that accrues to a holder of a Discount Bond under section 1288 of the Internal
Revenue Code is excluded from federal gross income to the same extent that stated interest on such Discount Bond would
be so excluded. The amount of the original issue discount that accrues with respect to a Discount Bond under section
1288 is added to the owner’s federal tax basis in determining gain or loss upon disposition of such Discount Bond (whether
by sale, exchange, redemption or payment at maturity).
Interest in the form of original issue discount accrues under section 1288 pursuant to a constant yield method that reflects
semiannual compounding on dates that are determined by reference to the maturity date of the Discount Bond. The
amount of original issue discount that accrues for any particular semiannual accrual period generally is equal to the excess
of (1) the product of (a) one-half of the yield on such Discount Bonds (adjusted as necessary for an initial short period)
and (b) the adjusted issue price of such Discount Bonds, over (2) the amount of stated interest actually payable. For
purposes of the preceding sentence, the adjusted issue price is determined by adding to the Issue Price for such Discount
Bonds the original issue discount that is treated as having accrued during all prior semiannual accrual periods. If a
Discount Bond is sold or otherwise disposed of between semiannual compounding dates, then the original issue discount
that would have accrued for that semiannual accrual period for federal income tax purposes is allocated ratably to the days
in such accrual period.
An owner of a Discount Bond who disposes of such Discount Bond prior to maturity should consult owner’s tax advisor
as to the amount of original issue discount accrued over the period held and the amount of taxable gain or loss upon the
sale or other disposition of such Discount Bond prior to maturity.
Owners who purchase Discount Bonds in the initial public offering but at a price different than the Issue Price should
consult their own tax advisors with respect to the tax consequences of the ownership Discount Bonds.
The Internal Revenue Code contains provisions relating to the accrual of original issue discount in the case of subsequent
purchasers of bonds such as Discount Bonds. Owners who do not purchase Discount Bonds in the initial offering should
consult their own tax advisors with respect to the tax consequences of the ownership of the Discount Bonds.
Original issue discount that accrues each year to an owner of a Discount Bond may result in collateral federal income tax
consequences to certain taxpayers. No opinion is expressed as to state and local income tax treatment of original issue
discount. All owners of Discount Bonds should consult their own tax advisors with respect to the federal, state, local and
foreign tax consequences associated with the purchase, ownership, redemption, sale or other disposition of Discount
Bonds.
Original Issue Premium: The Bonds maturing in the years _____________ are being issued at a premium to the principal
amount payable at maturity. Except in the case of dealers, which are subject to special rules, Bondholders who acquire
the Bonds at a premium must, from time to time, reduce their federal tax bases for the Bonds for purposes of determining
gain or loss on the sale or payment of such Bonds. Premium generally is amortized for federal income tax purposes on
the basis of a bondholder’s constant yield to maturity or to certain call dates with semiannual compounding. Bondholders
who acquire any Bonds at a premium might recognize taxable gain upon sale of the Bonds, even if such Bonds are sold
for an amount equal to or less than their original cost. Amortized premium is not deductible for federal income tax
purposes. Bondholders who acquire any Bonds at a premium should consult their tax advisors concerning the calculation
of bond premium and the timing and rate of premium amortization, as well as the state and local tax consequences of
owning and selling the Bonds acquired at a premium.
BONDHOLDER’S RISKS
An investment in the Bonds involves an element of risk. In order to identify risk factors and make an informed investment
decision, potential investors should be thoroughly familiar with this entire Preliminary Official Statement (including the
appendices hereto) in order to make a judgment as to whether the Bonds are an appropriate investment.
Tax Levy Procedures: The Bonds are general obligations of the City, payable from and secured by a continuing ad-
valorem tax levied against all of the taxable property within the boundaries of the City. As part of the budgetary process
of the City, each fiscal year the City will have an obligation to request a debt service levy to be applied against all of the
taxable property within the boundaries of the City. A failure on the part of the City to make a timely levy request, or a
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levy request by the City that is inaccurate or is insufficient to make full payments of the debt service on the Bond for a
particular fiscal year, may cause Bondholders to experience delay in the receipt of distributions of principal of and/or
interest on the Bonds.
Changes in Property Taxation: From time to time the Iowa General Assembly has altered the method of property taxation
and could do so again. Any alteration in property taxation structure could affect property tax revenues available to pay
the Bonds.
Historically, the Iowa General Assembly has applied changes in property taxation structure on a prospective basis;
however, there is no assurance that future changes in property taxation structure by the Iowa General Assembly will not
be retroactive. It is impossible to predict the outcome of future property tax changes by the Iowa General Assembly or
their potential negative impact, if any, on the Bonds and the security for the Bonds.
Matters Relating to Enforceability of Agreements: Bondholders shall have and possess all the rights of action and
remedies afforded by the common law, the Constitution and statutes of the State of Iowa and of the United States of
America for the enforcement of payment of the Bonds, including, but not limited to, the right to a proceeding in law or in
equity by suit, action or mandamus to enforce and compel performance of the duties required by Iowa law and the
Resolution.
The practical realization of any rights upon any default will depend upon the exercise of various remedies specified in the
Resolution or the Loan Agreement. The remedies available to the Bondholders upon an event of default under the
Resolution or the Loan Agreement, in certain respects, may require judicial action, which is often subject to discretion
and delay. Under existing law, including specifically the federal bankruptcy code, certain of the remedies specified in the
Loan Agreement or the Resolution may not be readily available or may be limited. A court may decide not to order the
specific performance of the covenants contained in these documents. The legal opinions to be delivered concurrently
with the delivery of the Bonds will be qualified as to the enforceability of the various legal instruments by limitations
imposed by general principles of equity and public policy and by bankruptcy, reorganization, insolvency or other similar
laws affecting the rights of creditors generally.
No representation is made, and no assurance is given, that the enforcement of any remedies will result in sufficient funds
to pay all amounts due under the Resolution or the Loan Agreement, including principal of and interest on the Bonds.
Secondary Market: There can be no guarantee there will be a secondary market for the Bonds or, if a secondary market
exists, that such Bonds can be sold for any particular price. Occasionally, because of general market conditions or because
of adverse history of economic prospects connected with a particular issue, secondary marketing practices in connection
with a particular note or bond issue are suspended or terminated. Additionally, prices of bond or note issues for which a
market is being made will depend upon then prevailing circumstances. Such prices could be substantially different from
the original purchase price of the Bonds.
EACH PROSPECTIVE PURCHASER IS RESPONSIBLE FOR ASSESSING THE MERITS AND RISKS OF AN
INVESTMENT IN THE BONDS AND MUST BE ABLE TO BEAR THE ECONOMIC RISK OF SUCH
INVESTMENT. THE SECONDARY MARKET FOR THE BONDS, IF ANY, COULD BE LIMITED.
Rating Loss: Moody’s Ratings (“Moody’s”) has assigned a rating of ‘___’ to the Bonds. Generally, a rating agency bases
its rating on the information and materials furnished to it and on investigations, studies and assumptions of its own. There
is no assurance the rating will continue for any given period of time, or that such rating will not be revised, suspended or
withdrawn, if, in the judgment of Moody’s, circumstances so warrant. A revision, suspension or withdrawal of a rating
may have an adverse effect on the market price of the Bonds.
Bankruptcy and Insolvency: The rights and remedies provided in the Resolution for the Bonds may be limited by and are
subject to the provisions of federal bankruptcy laws, to other laws or equitable principles that may affect the enforcement
of creditor’s rights, to the exercise of judicial discretion in appropriate cases and to limitations in legal remedies against
exercise of judicial discretion in appropriate cases and to limitations on legal remedies against municipal corporations in
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the State of Iowa. The various opinions of counsel to be delivered with respect to the Bonds, the Loan Agreement and
the Resolution for the Bonds, including the opinion of Bond Counsel, will be similarly qualified. If the City were to file
a petition under chapter nine of the federal bankruptcy code, the owners of the Bonds could be prohibited from taking any
steps to enforce their rights under the Resolution for the Bonds. In the event the City fails to comply with its covenants
under the Resolution for the Bonds or fails to make payments on the Bonds, there can be no assurance of the availability
of remedies adequate to protect the interests of the holders of the Bonds.
Under Iowa Code Chapter 76 sections 76.16 and 76.16A of the Act, as amended, a city, county, or other political
subdivision may become a debtor under Chapter 9 of the Federal bankruptcy code, if it is rendered insolvent, as defined
in 11 U.S.C. §101(32)(c), as a result of a debt involuntarily incurred. As used therein, “debt” means an obligation to pay
money, other than pursuant to a valid and binding collective bargaining agreement or previously authorized bond issue,
as to which the governing body of the city, county, or other political subdivision has made a specific finding set forth in
a duly adopted resolution of each of the following: (1) all or a portion of such obligation will not be paid from available
insurance proceeds and must be paid from an increase in general tax levy; (2) such increase in the general tax levy will
result in a severe, adverse impact on the ability of the city, county, or political subdivision to exercise the powers granted
to it under applicable law, including without limitation providing necessary services and promoting economic
development; (3) as a result of such obligation, the city, county, or other political subdivision is unable to pay its debts as
they become due; and (4) the debt is not an obligation to pay money to a city, county, entity organized pursuant to chapter
28E of the Code of Iowa, or other political subdivision.
Forward-Looking Statements: This Preliminary Official Statement contains statements relating to future results that are
“forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. When used in this
Preliminary Official Statement, the words “anticipated,” “plan,” “expect,” “projected,” “estimate,” “budget,” “pro forma,”
“forecast,” “intend,” and similar expressions identify forward-looking statements. Any forward-looking statement is
subject to uncertainty. Accordingly, such statements are subject to risks that could cause actual results to differ, possibly
materially, from those contemplated in such forward-looking statements. Inevitably, some assumptions used to develop
forward-looking statements will not be realized or unanticipated events and circumstances may occur. Therefore,
investors should be aware that there are likely to be differences between forward-looking statements and the actual results.
These differences could be material and could impact the availability of funds of the City to pay debt service when due
on the Bonds.
Cybersecurity: The City, like many other public and private entities, relies on a large and complex technology
environment to conduct its operations. As such, it may face multiple cybersecurity threats including but not limited to,
hacking, viruses, malware and other attacks on computer or other sensitive digital systems and networks. There can be
no assurances that any security and operational control measures implemented by the Issuer will be completely successful
to guard against and prevent cyber threats and attacks. Failure to properly maintain functionality, control, security, and
integrity of the City’s information systems could impact business operations and systems, and the costs of remedying any
such damage could be significant.
The City maintains cybersecurity insurance coverage. The City cannot predict whether this coverage would be sufficient
in the event of a cyber-incident.
Tax Matters and Loss of Tax Exemption: As discussed under the heading “TAX EXEMPTION AND RELATED TAX
MATTERS” herein, the interest on the Bonds could become includable in gross income for purposes of federal income
taxation retroactive to the date of delivery of the Bonds, as a result of acts or omissions of the City in violation of its
covenants in the Resolution. Should such an event of taxability occur, the Bonds would not be subject to a special
redemption and would remain outstanding until maturity or until redeemed under the redemption provisions contained in
the Bonds, and there is no provision for an adjustment of the interest rate on the Bonds.
It is possible that actions of the City after the closing of the Bonds will alter the tax exempt status of the Bonds, and, in
the extreme, remove the tax-exempt status from the Bonds. In that instance, the Bonds are not subject to mandatory
prepayment, and the interest rate on the Bonds does not increase or otherwise reset. A determination of taxability on the
Bonds, after closing of the Bonds, could materially adversely affect the value and marketability of the Bonds.
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Risk of Audit: The Internal Revenue Service has an ongoing program to audit tax-exempt obligations to determine the
legitimacy of the tax status of such obligations. No assurance can be given as to whether the Internal Revenue Service
will commence an audit of the Bonds. Public awareness of any audit could adversely affect the market value and liquidity
of the Bonds during the pendency of the audit, regardless of the ultimate outcome of the audit.
DTC-Beneficial Owners: Beneficial Owners of the Bonds may experience some delay in the receipt of distributions of
principal of and interest on the Bonds since such distributions will be forwarded by the Paying Agent to DTC and DTC
will credit such distributions to the accounts of the Participants which will thereafter credit them to the accounts of the
Beneficial Owner either directly or indirectly through indirect Participants. Neither the City nor the Paying Agent will
have any responsibility or obligation to assure that any such notice or payment is forwarded by DTC to any Participants
or by any Participant to any Beneficial Owner.
In addition, since transactions in the Bonds can be effected only through DTC Participants, indirect participants and certain
banks, the ability of a Beneficial Owner to pledge the Bonds to persons or entities that do not participate in the DTC
system, or otherwise to take actions in respect of such Bonds, may be limited due to lack of a physical certificate.
Beneficial Owners will be permitted to exercise the rights of registered Owners only indirectly through DTC and the
Participants. See “BOOK-ENTRY-ONLY ISSUANCE” herein.
Proposed Federal Tax Legislation: From time to time, Presidential proposals, federal legislative committee proposals or
legislative proposals are made that would, if enacted, alter or amend one or more of the federal tax matters described
herein in certain respects or would adversely affect the market value of the Bonds. It cannot be predicted whether or in
what forms any of such proposals that may be introduced, may be enacted and there can be no assurance that such
proposals will not apply to the Bonds. See “TAX EXEMPTION AND RELATED TAX MATTERS” herein.
Pension and Other Post-Employment Benefits (“OPEB”) Information: The City contributes to the Iowa Public
Employees’ Retirement System (“IPERS”), which is a state-wide multiple-employer cost-sharing defined benefit pension
plan administered by the State of Iowa. IPERS provides retirement and death benefits which are established by State
statute to plan members and beneficiaries. All full-time employees of the Issuer are required to participate in IPERS.
IPERS plan members are required to contribute a percentage of their annual salary, in addition to the Issuer being required
to make monthly contributions to IPERS. Contribution amounts are set by State statute. The IPERS Annual
Comprehensive Financial Report for its fiscal year ended June 30, 2024 (the “IPERS ACFR”), indicates that as of June 30,
2024, the date of the most recent actuarial valuation for IPERS, the funded ratio of IPERS was 90.75%, and the unfunded
actuarial liability was approximately $4.375 billion. The IPERS ACFR identifies the IPERS Net Pension Liability at June
30, 2024, at approximately $3.641 billion (market value), while its net pension liability at June 30, 2023, was
approximately $4.514 billion (market value). The IPERS ACFR is available on the IPERS website, or by contacting
IPERS at 7401 Register Drive, Des Moines, IA 50321. See “APPENDIX C – JUNE 30, 2024 ANNUAL
COMPREHENSIVE FINANCIAL REPORT” for additional information on IPERS. However, the information presented
in such financial reports or on such websites is not incorporated into this Preliminary Official Statement by any references.
Bond Counsel, Disclosure Counsel, the Municipal Advisor, the Underwriter and the City undertake no responsibility for
and make no representations as to the accuracy or completeness of the information available from the IPERS discussed
above or included on the IPERS website, including, but not limited to, updates of such information on the State Auditor’s
website or links to other internet sites accessed through the IPERS website.
In the Fiscal Year ended June 30, 2024, the City’s IPERS contribution totaled approximately $11,525,155. The City is
current in its obligations to IPERS.
`
At June 30, 2024, the City reported a liability of $16,567,020 for its proportionate share of the net pension liability (asset).
While the City’s contributions to IPERS are controlled by state law, there can be no assurance the City will not be required
by changes in State law to increase its contribution requirement in the future, which may have the effect of negatively
impacting the finances of the City. See “EMPLOYEES AND PENSIONS” included in APPENDIX A to this Preliminary
Official Statement, and “JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT” included in
APPENDIX C to this Preliminary Official Statement for additional information on pension and liabilities of the City.
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Bond Counsel, the Municipal Advisor and the City undertake no responsibility for and make no representations as to the
accuracy or completeness of the information available from the IPERS discussed above or included on the IPERS website,
including, but not limited to, updates of such information on the State Auditor’s website or links to other Internet sites
accessed through the IPERS website.
The City contributes to Municipal Fire and Police Retirement System of Iowa (“MFPRSI”), which is a multiple-employer
cost-sharing defined benefit pension plan for fire fighters and police officers, administered under Chapter 411 of the Code
of Iowa. MFPRSI plan members are required to contribute a percentage of their annual salary, in addition to the City
being required to make annual contributions to MFPRSI. Contribution amounts are set by State statute. The MFPRSI
Annual Comprehensive Financial Report for its fiscal year ended June 30, 2024 (the “MFPRSI Report”) indicates that as
of June 30, 2024, the date of the most recent actuarial valuation for MFPRSI, the funded ratio of MFPRSI was 84.43%,
and the unfunded actuarial liability was approximately $617 million. The MFPRSI Report identifies the MFPRSI Net
Pension Liability at June 30, 2024, at approximately $660.7 million (market value), while its net pension liability at
June 30, 2023, at approximately $626.2 million (market value). The MFPRSI Report is available on the MFPRSI website.
See “EMPLOYEES AND PENSIONS” included in APPENDIX A to this Preliminary Official Statement, and “JUNE 30,
2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT” included in APPENDIX C to this Preliminary Official
Statement for additional information on MFPRSI.
In the Fiscal Year ended June 30, 2024, the City’s MFPRSI contribution totaled approximately $2,148,157. The City is
current in its obligations to MFPRSI.
At June 30, 2024, the City reported a liability of $15,880,608 for its proportionate share of the net pension liability (asset).
While the City’s contributions to MFPRSI are controlled by state law, there can be no assurance the City will not be
required by changes in State law to increase its contribution requirement in the future, which may have the effect of
negatively impacting the finances of the City. See “EMPLOYEES AND PENSIONS” included in APPENDIX A to this
Preliminary Official Statement, and “JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT” included
in APPENDIX C to this Preliminary Official Statement for additional information on pension and liabilities of the City.
Bond Counsel, the Municipal Advisor and the City undertake no responsibility for and make no representations as to the
accuracy or completeness of the information available from the MFPRSI discussed above or included on the MFPRSI
website, including, but not limited to, updates of such information on the State Auditor’s website or links to other Internet
sites accessed through the MFPRSI website.
The City and hospital provide health and dental care benefits for retirees and their beneficiaries through a single-employer,
defined benefit plan. The hospital also provides a life insurance benefit. The City has the authority to establish and amend
benefit provisions of the plan. Participants must be age 55 or older. The contribution requirements of the City are
established and may be amended by the City. Plan members are currently not required to contribute. The City funds on
a pay-as-you-go basis. For additional information, see “OTHER POST-EMPLOYMENT BENEFITS” included in
APPENDIX A to this Preliminary Official Statement, and “JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL
REPORT” included in APPENDIX C to this Preliminary Official Statement.
Summary: The foregoing is intended only as a summary of certain risk factors attendant to an investment in the Bonds.
In order for potential investors to identify risk factors and make an informed investment decision, potential investors
should become thoroughly familiar with this entire Preliminary Official Statement and the appendices hereto.
RATING
The Bonds have been rated ‘___’ by Moody’s. Currently, Moody’s rates the City’s outstanding General Obligation long-
term debt ‘Aa1’. The existing rating on long-term debt reflects only the view of the rating agency and any explanation of
the significance of such rating may only be obtained from Moody’s. The ratings described above are not recommendations
to buy, sell or hold the Bonds. There is no assurance that any such rating will continue for any period of time or that it
will not be revised downward or withdrawn entirely if, in the judgment of Moody’s, circumstances so warrant. Therefore,
after the date hereof, investors should not assume that the ratings are still in effect. A downward revision or withdrawal
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of either rating is likely to have an adverse effect on the market price and marketability of the Bonds. The City has not
assumed any responsibility either to notify the owners of the Bonds of any proposed change in or withdrawal of any rating
subsequent to the date of this Preliminary Official Statement, except in connection with the reporting of events as provided
in the Continuing Disclosure Certificate, or to contest any revision or withdrawal.
MUNICIPAL ADVISOR
The City has retained PFM Financial Advisors LLC, Des Moines, Iowa as Municipal Advisor in connection with the
preparation of the issuance of the Bonds. In preparing the Preliminary Official Statement, the Municipal Advisor has
relied on government officials and other sources to provide accurate information for disclosure purposes. The Municipal
Advisor is not obligated to undertake, and has not undertaken, an independent verification of the accuracy, completeness
or fairness of the information contained in this Preliminary Official Statement. PFM Financial Advisors LLC is an
independent advisory firm and is not engaged in the business of underwriting, trading or distributing municipal securities
or other public securities.
CONTINUING DISCLOSURE
The City will covenant in a Continuing Disclosure Certificate for the benefit of the owners and beneficial owners of the
Bonds to provide annually certain financial information and operating data relating to the City (the “Annual Report”), and
to provide notices of the occurrence of certain enumerated events. The Annual Report is to be filed by the City no later
than June 30th after the close of each fiscal year, commencing with the fiscal year ending June 30, 2025, with the Municipal
Securities Rulemaking Board, at its internet repository named “Electronic Municipal Market Access” (“EMMA”). The
notices of events, if any, are also to be filed with EMMA. See “FORM OF CONTINUING DISCLOSURE
CERTIFICATE” included in APPENDIX D to this Preliminary Official Statement The specific nature of the information
to be contained in the Annual Report or the notices of events, and the manner in which such materials are to be filed, are
summarized in the “FORM OF CONTINUING DISCLOSURE CERTIFICATE.” These covenants have been made in
order to assist the Underwriter in complying with SEC Rule 15c2-12(b)(5) (the “Rule”).
In accordance with the reporting requirements of paragraph (f)(3) of the Rule, within the past five years, the City has not
failed to comply, in all material respects, with any previous undertakings it has entered into with respect to the Rule.
Regarding the Mary Greeley Medical Center’s (the “Medical Center”) the Annual Financial Information and Operating
Data Report for the Fiscal Year ending June 30, 2021 was not timely filed.
Breach of the undertakings will not constitute a default or an “Event of Default” under the Bonds or the resolution for the
Bonds. A broker or dealer is to consider a known breach of the undertakings, however, before recommending the purchase
or sale of the Bonds in the secondary market. Thus, a failure on the part of the City to observe the undertakings may
adversely affect the transferability and liquidity of the Bonds and their market price.
FINANCIAL STATEMENTS
The City’s “JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT”, as prepared by City management
and audited by a certified public accountant, is reproduced as APPENDIX C. The City’s certified public accountant has
not consented to distribution of the audited financial statements and has not undertaken added review of their presentation.
Further information regarding financial performance and copies of the City’s prior Annual Comprehensive Financial
Report may be obtained from PFM Financial Advisors LLC.
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CERTIFICATION
The City has authorized the distribution of this Preliminary Official Statement for use in connection with the initial sale
of the Bonds. I have reviewed the information contained within the Preliminary Official Statement prepared on behalf of
the City by PFM Financial Advisors LLC, Des Moines, Iowa, and to the best of my knowledge, information and belief,
said Preliminary Official Statement does not contain any untrue statement of a material fact or omit to state a material fact
required to be stated therein or necessary in order to make the statements made therein, in light of the circumstances under
which they were made, not misleading regarding the issuance of $13,735,000* General Obligation Corporate Purpose
Bonds, Series 2025A.
CITY OF AMES, IOWA
/s/ Roger Wisecup, City Treasurer
* Preliminary; subject to change.
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APPENDIX A
GENERAL INFORMATION ABOUT THE CITY OF AMES, IOWA
The $13,735,000* GENERAL OBLIGATION CORPORATE PURPOSE BONDS, SERIES 2025A (the “Bonds”) are
general obligations of the City of Ames, Iowa (the “City”) for which the City will pledge its power to levy direct ad
valorem taxes against all taxable property within the City without limitation as to rate or amount to the repayment of the
Bonds.
* Preliminary, subject to change.
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CITY PROPERTY VALUATIONS
IOWA PROPERTY VALUATIONS
In compliance with Section 441.21 of the Code of Iowa, the State Director of Revenue annually directs the county auditors
to apply prescribed statutory percentages to the assessments of certain categories of real property. The 2024 final Actual
Values were adjusted by the Story County Auditor. The reduced values, determined after the application of rollback
percentages, are the taxable values subject to tax levy. For assessment year 2024 (applicable to fiscal year 2025-26), the
taxable value rollback rate is 47.4316% of actual value for residential property; 73.8575% of actual value for agricultural
property and 100.0000% of the actual value of utility property. The residential taxable rollback rate of 47.4316% would
apply to the value of each property unit of commercial, industrial and railroad property that exceeds zero dollars ($0), but
does not exceed one hundred fifty thousand dollars ($150,000) with a taxable value rollback rate of 90.0000% to the value
that exceeds one hundred fifty thousand dollars ($150,000). No adjustment was ordered for utility property because its
assessed value did not increase enough to qualify for reduction. Utility property is limited to an 8% annual growth.
The Legislature’s intent has been to limit the growth of statewide taxable valuations for the specific classes of property to
3% annually. Political subdivisions whose taxable values are thus reduced or are unusually low in growth are allowed to
appeal the valuations to the State Appeal Board, in order to continue to fund present services. See “PROPERTY TAX
LEGISLATION” herein for a discussion on recent legislative revisions to the administration of certain property taxes in
Iowa.
PROPERTY VALUATIONS (1/1/2024 Valuations for Taxes Payable July 1, 2025 through June 30, 2026)
100% Actual Value
Taxable Value
(With Rollback)
Residential $5,188,992,500 $2,461,222,098
Commercial 1,206,442,900 1,035,801,105
Industrial 181,839,700 160,211,162
Railroads 13,544,448 12,180,773
Utilities w/o Gas & Electric 441,319 441,319
Gross valuation $6,591,260,867 $3,669,856,457
Less exemptions 1) (21,280,020) (21,280,020)
Net valuation $6,569,980,847 $3,648,576,437
TIF Increment $23,779,100 $22,973,002
Taxed separately
Ag. Land & Building
$5,448,100
$4,023,828
Gas & Electric Utilities $37,401,784 $8,093,207
1) Includes both Military and Homestead Exemptions.
2024 GROSS TAXABLE VALUATION BY CLASS OF PROPERTY 1)
Taxable Valuation Percent of Total
Residential $2,461,222,098 66.92%
Gas & Electric Utilities 8,093,207 0.22%
Commercial, Industrial, Railroads, Utility 1,208,634,359 32.86%
Total Gross Taxable Valuation $3,677,949,664 100.00%
1) Excludes Taxable TIF Increment and Ag. Land & Buildings.
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TREND OF VALUATIONS
Assessment
Yea
Payable
Fiscal Yea
100%
Actual Valuation
Taxable Valuation
(With Rollback)
Taxable
TIF Incremen
2020 2021-22 $5,191,529,367 $3,257,725,869 $81,120,190
2021 2022-23 5,516,177,632 3,399,701,391 57,260,674
2022 2023-24 5,545,568,538 3,406,697,589 17,675,578
2023 2024-25 6,566,910,557 3,564,175,150 16,426,500
2024 2025-26 6,636,609,831 3,656,669,644 22,973,002
The 100% Actual Valuation, before rollback and after the reduction of exemptions, includes Ag. Land & Buildings, TIF
Increment and Gas & Electric Utilities. The Taxable Valuation, with the rollback and after the reduction of exemptions,
includes Gas & Electric Utilities and excludes Ag. Land & Buildings and Taxable TIF Increment. Iowa cities certify
operating levies against Taxable Valuation excluding Taxable TIF Increment and debt service levies are certified against
Taxable Valuation including the Taxable TIF Increment.
LARGER TAXPAYERS
Set forth in the following table are the persons or entities which represent larger taxpayers within the boundaries of the
City, as provided by the Story County Auditor’s office. No independent investigation has been made of and no
representation is made herein as to the financial condition of any of the taxpayers listed below or that such taxpayers will
continue to maintain their status as major taxpayers in the City. With the exception of the electric and natural gas provider
noted below (which is subject to an excise tax in accordance with Iowa Code chapter 437A), the City’s mill levy is
uniformly applicable to all of the properties included in the table, and thus taxes expected to be received by the City from
such taxpayers will be in proportion to the assessed valuations of the properties. The total tax bill for each of the properties
is dependent upon the mill levies of the other taxing entities which overlap the properties.
Taxpaye 1)
Type of Property/Business
1/1/2024 2)
Taxable Valuation
Iowa State University Research Park Commercial $65,556,728
Barilla America Inc. Industrial 49,660,560
Clinic Building Company Inc. Commercial 36,195,632
Campus Investors IS LLC Commercial 29,636,493
Bricktowne Ames LC Commercial 25,729,076
Spirit Realty LP Commercial 23,762,165
FPA6 University West LLC Commercial 21,833,321
Dayton Park LLC Commercial 21,415,797
Walmart Inc. Store 4256-00 Commercial 19,040,628
Midwest Centers LP Commercial 18,639,317
1) This list represents some of the larger taxpayers in the City, not necessarily the 10 largest taxpayers.
2) The January 1, 2024 Taxable valuations listed represents only those valuations associated with the title holder and may not
necessarily represent the entire taxable valuation.
Source: Story County Auditor
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CITY INDEBTEDNESS
DEBT LIMIT
Article XI, Section 3 of the State of Iowa Constitution limits the amount of debt outstanding at any time of any county,
municipality or other political subdivision to no more than 5% of the Actual Value of all taxable property within the
corporate limits, as taken from the last state and county tax list. The debt limit for the City, based on its 2024 Actual
Valuation currently applicable to the Fiscal Year 2025-26, is as follows:
2024 Gross Actual Valuation of Property $6,636,609,831 1)
Legal Debt Limit of 5% 0.05
Legal Debt Limi $331,830,491
Less: G.O. Debt Subject to Debt Limi (87,940,000) *
Less: Other Debt Subject to Debt Limi (550,000) 2)
Net Debt Limi $243,340,491 *
1) Actual Valuation of property as reported by the Iowa Department of Management for the Fiscal Year 2025-26.
2) Other Debt Subject to Debt Limit includes TIF rebate agreement payments appropriated for Fiscal Year 2025-26.
DIRECT DEBT
General Obligation Debt Paid by Taxes and Other Sources 1) (Includes the Bonds)
Date
of Issue
Original
Amoun
Purpose
Final
Maturity
Principal
Outstanding
As of 10 14/2025
9/14 $9,695,000 Corporate Purpose Improvements 6/26 $665,000
9/15A 18,445,000 Corporate Purpose Improvements & Refunding 6/35 3,015,000
9/16A 11,650,000 Corporate Purpose Improvements & Refunding 6/28 2,470,000
9/17A 10,975,000 Corporate Purpose Improvements & Refunding 6/29 2,645,000
9/18A 7,490,000 Corporate Purpose Improvements 6/30 3,560,000
9/19A 10,775,000 Corporate Purpose Improvements 6/31 5,720,000
9/20A 17,865,000 Corporate Purpose Improvements & Refunding 6/32 7,695,000
9/21A 19,640,000 Corporate Purpose Improvements & Refunding 6/33 12,105,000
11/22A 12,440,000 Corporate Purpose Improvements 6/34 9,620,000
11/23D 12,110,000 Corporate Purpose Improvements 6/35 10,215,000
9/24A 17,495,000 Corporate Purpose Improvements 6/44 16,495,000
10/25A 13,735,000* Corporate Purpose Improvements 6/37 13,735,000 *
Total $87,940,000 *
1) The City’s general obligation debt is abated by tax increment reimbursements, water revenues, sewer revenues, airport revenues,
resource recovery revenues and special assessments.
* Preliminary; subject to change.
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Annual Fiscal Year Debt Service Payments (Includes the Bonds)
Existing Deb The Bonds Total Outstanding
Fiscal
Yea
Principal
Principal
and Interes
Principal*
Principal
and Interes *
Principal*
Principal
and Interes *
2025-26 $9,660,000 $12,549,031 $1,025,000 $1,458,034 $10,685,000 $14,007,065
2026-27 9,270,000 11,753,156 895,000 1,530,500 10,165,000 13,283,656
2027-28 8,355,000 10,450,806 940,000 1,530,750 9,295,000 11,981,556
2028-29 7,775,000 9,583,731 985,000 1,528,750 8,760,000 11,112,481
2029-30 7,385,000 8,884,981 1,035,000 1,529,500 8,420,000 10,414,481
2030-31 6,870,000 8,102,531 1,090,000 1,532,750 7,960,000 9,635,281
2031-32 6,085,000 7,102,644 1,140,000 1,528,250 7,225,000 8,630,894
2032-33 4,255,000 5,066,725 1,200,000 1,531,250 5,455,000 6,597,975
2033-34 3,450,000 4,084,050 1,260,000 1,531,250 4,710,000 5,615,300
2034-35 2,265,000 2,740,500 1,320,000 1,528,250 3,585,000 4,268,750
2035-36 990,000 1,353,300 1,390,000 1,532,250 2,380,000 2,885,550
2036-37 850,000 1,163,800 1,455,000 1,527,750 2,305,000 2,691,550
2037-38 885,000 1,164,800 885,000 1,164,800
2038-39 920,000 1,164,400 920,000 1,164,400
2039-40 960,000 1,167,600 960,000 1,167,600
2040-41 995,000 1,164,200 995,000 1,164,200
2041-42 1,035,000 1,164,400 1,035,000 1,164,400
2042-43 1,080,000 1,168,000 1,080,000 1,168,000
2043-44 1,120,000 1,164,800 1,120,000 1,164,800
Total $74,205,000 $13,735,000* $87,940,000*
* Preliminary; subject to change.
OTHER DEBT
Water Revenue Debt
The City has water revenue debt paid solely from the net revenues of the Water Utility as follows:
Date
of Issue
Original
Amoun Purpose
Final
Maturity
Principal
Outstanding
As of 10 14/2025
1/15 $61,482,339 1) Water Revenue Bonds (SRF) 6/37 $38,780,000
8/22 3,500,000 Water Revenue Bonds (SRF) 6/42 2,434,000
6/23C 12,161,000 Water Revenue Bonds (SRF) 6/43 11,411,000 2)
Total $52,625,000
1) Final loan amount is net of $6,598,621.20 forgiven on April 2, 2021.
2) Based on preliminary debt service schedule established prior to final project draws. The City has an outstanding balance of
$6,860,976.87 based on draws through August 20, 2025.
.
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Sewer Revenue Debt
The City has sewer revenue debt paid solely from the net revenues of the Sewer Utility as follows:
Date
of Issue
Original
Amoun
Purpose
Final
Maturity
Principal
Outstanding
As of 10 14/2025
11/12 $2,474,250 Sewer Revenue Bonds (SRF) 6/33 $1,029,000
9/16 641,332 Sewer Revenue Bonds (SRF) 6/36 370,000
2/18-1 767,771 Sewer Revenue Bonds (SRF) 6/38 516,000
10/18-2 5,206,055 Sewer Revenue Bonds (SRF) 6/38 3,802,000
1/23-1 3,685,175 Sewer Revenue Bonds (SRF) 6/42 3,324,175
1/23-2 7,631,852 Taxable Sewer Revenue Bonds (SRF) 6/42 7,000,000
8/23-3 1,409,021 Sewer Revenue Bonds (SRF) 6/43 1,344,000
11/24 65,185,000 Sewer Revenue Bonds (SRF) 6/46 65,185,000 1)
Total $82,570,175
1) Based on preliminary debt service schedule established prior to final project draws. The City has an outstanding balance of
$13,827,078.58 based on draws through August 20, 2025.
Electric Revenue Debt
The City has electric revenue debt paid solely from the net revenues of the Electric Utility as follows:
Date
of Issue
Original
Amoun
Purpose
Final
Maturity
Principal
Outstanding
As of 10 14/2025
12/15B $9,500,000 Electric Revenue Bonds 6/27 $1,855,000
Hospital Revenue Debt
The City has hospital revenue debt paid solely from the net revenues of Mary Greeley Medical Center as follows:
Date
of Issue
Original
Amoun
Purpose
Final
Maturity
Principal
Outstanding
As of 10 14/2025
11/12 $26,000,000 Mary Greeley Medical Center & Refunding 6/27 $980,000
06/16 64,790,000 Mary Greeley Medical Center & Refunding 6/36 50,325,000
11/19 35,000,000 Mary Greeley Medical Cente 6/34 22,665,000
Total $73,970,000
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OVERLAPPING DEBT
Taxing Distric
1/1/2024
Taxable Valuation 1)
Portion of
Taxable Valuation
Within the City
Percent
Applicable G.O. Deb 2)
City’s
Proportionate
Share
Story County $6,373,667,959 $3,683,666,474 57.80% $2,404,287 $1,389,678
Ames CSD 3,333,815,007 3,278,261,660 98.33% 63,905,000 62,837,787
Gilbert CSD 768,033,031 391,336,397 50.95% 33,300,000 16,966,350
Nevada CSD 647,900,585 1,364,690 0.21% 6,035,000 12,674
United CSD 434,599,747 12,703,727 2.92% 890,000 25,988
DMACC 70,226,515,406 3,683,666,474 5.25% 66,060,000 3,468,150
City’s share of total overlapping debt: $84,700,627
1) Taxable Valuation excludes military and homestead exemptions and includes Ag Land, Ag Buildings, all Utilities and TIF
Increment.
2) Includes general obligation bonds, PPEL notes, certificates of participation and new jobs training certificates.
DEBT RATIOS
G.O. Debt
Debt/Actual
Market Value
($6,636,609,831) 1)
Debt/66,427
Population 2)
Total General Obligation Deb $87,940,000* 1.33%* $1,323.86*
City’s Share of Overlapping Deb $84,700,627 1.28% $1,275.09
1) Based on the City’s 1/1/2024 100% Actual Valuation; includes Ag Land, Ag Buildings, all Utilities and TIF Increment.
2) Population based on the City’s 2020 U.S. Census.
* Preliminary; subject to change.
LEVIES AND TAX COLLECTIONS
Fiscal Yea
Levy
Collected During
Collection Yea
Percent
Collected
2020-21 $31,838,345 $30,756,123 96.60%
2021-22 32,428,985 31,361,804 96.71%
2022-23 33,548,230 31,685,079 94.45%
2023-24 34,833,360 33,922,305 97.38%
2024-25 36,044,753 --------In Process of Collection--------
2025-26 37,684,403 --------In Process of Collection--------
Collections include delinquent taxes from all prior years. Taxes in Iowa are delinquent each October 1 and April 1 and a
late payment penalty of 1.5% per month of delinquency is enforced as of those dates. If delinquent taxes are not paid, the
property may be offered at the regular tax sale on the third Monday of June following the delinquency date. Purchasers
at the tax sale must pay an amount equal to the taxes, special assessments, interest and penalties due on the property and
funds so received are applied to taxes. A property owner may redeem from the regular tax sale but, failing redemption
within three years, the tax sale purchaser is entitled to a deed, which in general conveys the title free and clear of all liens
except future tax installments.
Source: The City’s Annual Comprehensive Financial Report for the Fiscal Year ended June 30, 2024 and the City’s Adoption of
Budget and Certification of City Taxes Form 85-811 for FY2024-25 and FY2025-26.
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TAX RATES
FY 2021-22
$/$1,000
FY 2022-23
$/$1,000
FY 2023-24
$/$1,000
FY 2024-25
$/$1,000
FY 2025-26
$/$1,000
Story County 4.95627 4.50207 4.50196 4.41532 4.03184
Story County Hospital 0.87250 0.93350 0.93090 0.93090 0.99500
County Ag. Extension 0.07582 0.11527 0.11735 0.11259 0.11254
City of Ames 9.87363 9.82936 10.20097 10.09446 10.30432
City Assesso 0.38331 0.33790 0.35183 0.32228 0.30049
Ames Comm. School District 14.34470 14.28616 13.93640 14.00913 14.05780
Gilbert Comm. School District 17.20522 17.05730 16.80418 17.00785 17.99487
Nevada Comm. School District 14.91083 14.71344 14.69969 13.57043 13.94817
United Comm. School District 10.44720 9.76510 9.76371 9.69845 9.67843
Des Moines Area Comm. College 0.67789 0.69448 0.74410 0.75916 0.78046
State of Iowa 0.00260 0.00240 0.00180 0.00180 0.00000
Total Tax Rate:
Ames CSD Resident
31.18672
30.70114
30.78531
30.64564
30.58245
Gilbert CSD Residen 34.04724 33.47228 33.65309 33.64436 34.51952
Nevada CSD Resident 31.75285 31.12841 31.54860 30.20694 30.47282
United CSD Residen 27.28922 26.18008 26.61262 26.33496 26.20308
LEVY LIMITS
On May 4, 2023, the Governor signed House File 718 (“HF 718”), a property tax reform law aimed at reducing property
tax growth in Iowa. Among other things, HF 718 permanently consolidates several existing city property tax levies and
creates a new adjusted city general fund levy (“ACGFL”). To control the growth of property taxes, the new ACGFL is
subject to potential limitation or reduction by constraining growth each year depending on if certain growth triggers are
met or exceeded during the prior year. The levy limitation is only applicable Fiscal Year 2024-25 through Fiscal Year
2027-28 and will be specific to each city. For Fiscal Year 2023-24, the City will calculate the new ACGFL as the baseline
rate and the first annual ACGFL adjustment will begin Fiscal Year 2024-25. The ACGFL rates for Fiscal Years 2024-25
through 2027-28 are based on growth in city taxed value and the previous year’s city tax rate. Beginning in Fiscal Year
2028-29, all cities go to a $8.10 ACGFL maximum and the levy limitation calculation ceases. Certain levies like debt
service, pensions, employee benefits and capital improvement reserve fund are not included in the new ACGFL
limitation.
The City’s recent property valuation growth has, on occasion, exceeded the new legislative caps. Assuming the City
exceeds the legislative caps in the future, the City’s general fund levies will lag its relative valuation growth. For Fiscal
Year 2024-25, the City’s non TIF tax valuation growth was 4.62% causing the City’s property tax revenue from the
ACGFL to be reduced by 2% of its revenues. The City’s Budget for Fiscal Year 2024-25 accommodated this mitigation
of tax revenue relative to its non-TIF tax valuation growth.
On May 1, 2024, new legislation (“SF 2442”) was signed by the Governor adjusting the growth triggers and the calculation
of the ACGFL for Fiscal Year 2025-2026 and beyond. For Fiscal Year 2025-26, the City’s non-TIF tax valuation growth
was 2.59% causing no change to the ACGFL.
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FUNDS ON HAND (CASH AND INVESTMENTS AS OF JULY 31, 2025)
Governmental
General Fund $9,276,923
Debt Service Fund 3,685,558
Capital Projects Fund 34,009,767
Other Governmental Funds 31,010,582
Business-type
Mary Greeley Medical Cente $454,580,443
Electric Utility 59,253,906
Sewer Utility 18,456,082
Water Utility 21,704,895
Other Enterprise Funds 39,671,608
Internal Service Funds 31,667,347
Total all funds $703,317,111
GENERAL FUND BUDGETS (ACCRUAL BASIS)
The table below represents a comparison between the final Fiscal Year 2023-24 actual financial performance, the amended
Fiscal Year 2024-25 budget, and the adopted Fiscal Year 2025-26 budget on an accrual basis.
Actual
FY 2023-24
Amended
FY 2024-25
Adopted
FY 2025-26
Revenues:
Property taxes $23,467,362 $24,240,520 $25,503,450
Other City taxes 2,932,275 2,859,076 2,861,555
Licenses and permits 1,480,274 1,539,301 1,539,301
Use of money and property 2,465,817 1,167,913 928,118
Intergovernmental 3,285,843 3,293,315 3,287,824
Charges for fees and services 2,351,933 2,409,820 3,008,855
Miscellaneous 240,948 195,302 198,504
Transfers in 10,224,793 10,123,772 10,137,630
Proceeds of Capital Asset Sales - - -
Total revenues $46,449,245 $45,829,019 $47,465,237
Expenditures:
Public safety $21,247,451 $22,925,948 $24,298,049
Public works 1,177,531 1,117,274 1,176,129
Health and social services 0 12,000 0
Culture and recreation 9,452,811 10,208,497 11,235,798
Community & economic developmen 1,041,611 1,190,860 1,292,206
General governmen 3,133,888 4,049,898 3,690,201
Capital projects 1,101,324 3,642,631 180,000
Transfers ou 8,561,424 8,740,528 5,592,854
Total expenditures $45,716,040 $51,887,636 $47,465,237
Excess (deficiency) of revenues ove
(under) expenditures 733,205 (6,058,617) -
Fund balance at beginning of yea $16,229,557 $16,287,013 $10,229,903
Fund balance at end of yea $16,962,763 $10,228,396 $10,229,903
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THE CITY
CITY GOVERNMENT
The City of Ames, Iowa (the “City”) is governed under and operates under a Mayor-Council form of government with a
City Manager. The principle of this type of government is that the Council sets policy and the City Manager carries it
out. The six members of the Council are elected for staggered four-year terms. One member is elected from each of the
four wards and two are elected at large. The Council appoints the City Manager as well as the City Attorney. The City
Manager is the chief administrative officer of the City. The Mayor is elected for a four-year term, presides at Council
meetings and appoints members of various City boards, commissions and committees with the approval of the Council.
EMPLOYEES AND PENSIONS
The City currently has 1,426 full-time employees, of which 516 are governmental employees and 910 are employees of
the Mary Greeley Medical Center, and 1,295 part-time employees (including seasonal employees) of which 615 are
governmental employees and 680 are employees of the Mary Greeley Medical Center. Included in the City’s full-time
employees are 50 sworn police officers and 56 firefighters.
The City participates in two statewide employee retirement systems, the Iowa Public Employees Retirement System
(“IPERS”) and the Municipal Fire and Police Retirement System of Iowa (“MFPRSI”). The State of Iowa administers
IPERS and a nine-member board of trustees governs the MFPRSI. Though separate and apart from state government, the
MFPRSI board is authorized by state legislature, which also establishes by statute the pension and disability benefits and
the system’s funding mechanism. Some eligible employees are able to participate in a defined contribution plan if their
positions are funded in whole or in party by a utility.
Iowa Public Employees Retirement System: The City contributes to IPERS, which is a cost-sharing, multiple-employer,
contributory defined benefit public employee retirement system administered by the State of Iowa. IPERS provides
retirement and death benefits, which are established by state statute, to plan members and beneficiaries. IPERS is
authorized to adjust the total contribution rate up or down each year, by no more than 1 percentage point, based upon the
actuarially required contribution rate. The City’s contributions to IPERS for the past three fiscal years, as shown below,
equal the required contributions for each year.
FY 2021-22 FY 2022-23 FY 2023-24
IPERS City Contribution $10,223,542 $11,205,032 $11,525,155
At June 30, 2024, the City reported a liability of $16,567,020 for its proportionate share of the net pension liability. The
net pension liability was measured as of June 30, 2023, and the total pension liability used to calculate the net pension
liability was determined by the actuarial valuation of that date. The City’s proportion of the net pension liability (asset)
was based on a projection of the City’s long-term share of contributions to the pension plan relative to the projected
contributions of all employers participating in IPERS, actuarily determined. At June 30, 2023, the City’s proportion was
1.3213%, which was an increase of 0.0155% from its proportion measured as of June 30, 2022.
For additional information on IPERS, refer to Section 4.6, beginning on page 59 of the City’s June 30, 2024 ACFR
contained in APPENDIX C to this Preliminary Official Statement.
Bond Counsel, the City and the Municipal Advisor undertake no responsibility for and make no representations as to the
accuracy or completeness of the information available from the IPERS discussed above or included on the IPERS website,
including, but not limited to, updates of such information on the State Auditor’s website or links to other Internet sites
accessed through the IPERS website.
Municipal Fire and Police Retirement System of Iowa: The City contributes to MFPRSI, which is a cost-sharing, multiple-
employer defined benefit pension plan. MFPRSI provides retirement, disability, and death benefits to firefighters and
police offers. Benefit provisions are established by state statute, and vest after four years of credited service.
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MFPRSI plan members are required to contribute a percentage of their annual covered salary, and the City is required to
contribute at an actuarially determined rate of annual covered payroll. The contribution requirements of plan members
and the City are established, and may be amended by state statute. The City’s contributions to MFPRSI for the past three
fiscal years, as shown below, equal the required contributions for each year.
FY 2021-22 FY 2022-23 FY 2023-24
MFPRSI City Contribution $2,268,424 $2,197,536 $2,148,157
At June 30, 2024, the City reported a liability of $15,880,608 for its proportionate share of the net pension liability. The
net pension liability was measured as of June 30, 2023, and the total pension liability used to calculate the net pension
liability was determined by the actuarial valuation of that date. The City’s proportion of the net pension liability was
based on a projection of the City’s long-term share of contributions to the pension plan relative to the projected
contributions of all employers participating in IPERS, actuarily determined. At June 30, 2023, the City’s proportion was
2.5360%, which was a decrease of 0.0298% from its proportion measured as of June 30, 2022.
Bond Counsel, the City and the Municipal Advisor undertake no responsibility for and make no representations as to the
accuracy or completeness of the information available from MFPRSI discussed above or included on the MFPRSI
websites, including, but not limited to, updates of such information on the State Auditor’s website or links to other Internet
sites accessed through the MFPRSI websites.
For additional information on MFPRSI, refer to Section 4, Municipal Fire and Police Retirement System of Iowa
(MFPRSI) beginning on page 63 of the City’s June 30, 2024 ACFR contained in APPENDIX C to this Preliminary Official
Statement.
OTHER POST-EMPLOYMENT BENEFITS (“OPEB”)
The City provides health and dental care benefits for retired employees and their beneficiaries through a single-employer,
defined benefit plan. The hospital also provides a life insurance benefit. The City has the authority to establish and amend
benefit provisions of the plan. The post-employment benefit is limited to the implied subsidy since retirees pay 100% of
the premium for the insurance benefits, since the premium rates are based on the entire pool of covered members, the
retirees receive an implied subsidy since their rate are not risk adjusted. As of June 30, 2024 there were 601 active
employees and 20 inactive employees or beneficiaries receiving benefits.
The following table shows the components of the City’s annual OPEB cost for the Fiscal Year ended June 30, 2024,
the amount actually contributed to the plan, and changes in the City’s annual OPEB obligation.
City
Balance, beginning of Yea $2,960,490
Changes for the year:
Service Cos 195,071
Interes 109,999
Difference between expected and actual experience 2,017,659
Change in Assumptions or other inputs (232,831)
Benefit Payments (283,759)
Net Changes 2,271,801
Net OPEB obligation, end of yea $5,232,291
For additional information regarding the City’s Other Post-Employment Benefits, refer to 4.7, beginning on page 67 of
the City’s June 30, 2024 ACFR contained in APPENDIX C to this Preliminary Official Statement.
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UNION CONTRACTS
City employees are represented by the following bargaining units:
Bargaining Unit Contract Expiration Date
International Association of Firefighters June 30, 2026
Public, Professional and Maintenance Employees June 30, 2027
International Union of Operating Engineers (Local 234C) June 30, 2028
International Union of Operating Engineers (Local 234D) June 30, 2028 (Preliminary)
INSURANCE
The City purchases insurance policies providing coverage for business needs including but not limited to general liability
including auto liability, wrongful acts, excess (over all other coverage except Iowa liquor liability), law enforcement,
public official, employee benefit, medical malpractice, underinsured motorist, and uninsured motorist; commercial
property including commercial property & boiler and machinery (power generation related), municipal properties & boiler
and machinery (non-power generation), and terrorism – TRIA (Federally defined terrorist acts); commercial property
flood insurance including non-flood plain facilities (power generation), non-flood plain facilities (non-power), flood plain
facilities including transit, water pollution control, airport and all other; airport liability; and cyber liability.
Source: the City
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GENERAL INFORMATION
LOCATION AND TRANSPORTATION
The City is located in Story County in central Iowa. It is approximately thirty miles north of Des Moines, Iowa, the State
capital and largest city in the state. The City is located on Interstate Highways 35 and 30. The City was incorporated in
1864 under the laws of the State of Iowa, later amended in July, 1975 under the Home Rule City Act.
The City, with a United States Census Bureau 2020 population of 66,427, is known for its excellent quality of life which
includes a relatively crime-free environment, an extensive park system, superior cultural/recreations facilities and a
nationally recognized school system. The City is the home of Iowa State University (“ISU”). ISU was established in
1859 and is an integral part of the community.
The City operates a mass transit system to provide efficient and economical transportation to all members of the
community. A fixed routing service is available on a daily basis to most residents and a Dial-A-Ride service is available
for elderly or handicapped residents. The City operates a municipal airport, which handles primarily charter services.
National air service is available at the Des Moines International Airport, approximately thirty miles south of the City.
The City is also provided freight services through the Union Pacific Railroad line.
LARGER EMPLOYERS
A representative list of larger employers in the City is as follows:
Employer Type of Business Number of Employees 1)
Iowa State University Higher Education 16,116 2)
Mary Greeley Medical Cente Health Care 1,590
City of Ames Municipal Governmen 1,131
Iowa Department of Transportation Public Transportation 975
Danfoss Corp. Hydro-Transmissions 951
USDA Federal Agency 700
McFarland Clinic, P.C. Health Care 675
Ames Community School District Education 650
Workiva Software 550
Ames Laboratories Federal Agency 415
1) Includes full-time, part-time and seasonal employees.
2) Source: Iowa State University Fact Book.
Source: The City
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BUILDING PERMITS
Permits for the City are reported on a calendar year basis. City officials reported most recently available construction
activity for a portion of the current calendar year, as of July 31, 2025. The figures below include both new construction
and remodeling.
2021 2022 2023 2024 2025
Residential Construction:
Number of units: 397 402 457 426 265
Valuation: $34,201,457 $33,826,621 $28,211,202 $37,258,746 $25,751,122
Commercial Construction:
Number of units: 162 163 213 143 124
Valuation: $62,880,240 $76,251,698 $161,910,873 $104,350,984 $59,952,604
Total Permits 559 565 670 569 389
Total Valuations $97,081,697 $110,078,319 $190,122,075 $141,609,730 $85,703,726
U.S. CENSUS DATA
Population Trend
Population Trend: 1980 U.S. Census 43,775
1990 U.S. Census 47,198
2000 U.S. Census 50,731
2010 U.S. Census 58,965
2020 U.S. Census 66,427
Source: U.S. Census Bureau
UNEMPLOYMENT RATES
City of Ames Story County State of Iowa
Annual Averages: 2021 2.9% 3.0% 3.9%
2022 2.2% 2.3% 2.8%
2023 2.2% 2.3% 2.9%
2024 2.3% 2.3% 3.0%
2025 (as of July) 2.8% 2.9% 3.5%
Source: U.S. Bureau of Labor Statistics
EDUCATION
Public education is provided by the Ames Community School District, with a fall 2024 certified enrollment of 4,534.0.
The district, with approximately 650 employees, owns and operates one early childhood center, five elementary schools,
one middle school, one high school and a facilities and maintenance building. Nevada Community School District, Gilbert
Community School District and United Community School District all lie partially within the City and provide public
education to portions of the City.
The Iowa State University (“ISU”) 2024 Fall enrollment was 30,432. ISU is the City’s largest employer with faculty and
staff totaling approximately 16,116, including teaching assistants and hourly part-time employees. ISU, in addition to its
educational function, is a leading agricultural research and experimental institution.
The Iowa State Center is the cultural center of ISU and the City. It attracts major dramatic and musical events, as well as
seminars and conferences to the City. It is a complex of three structures: two theaters with capacities of approximately
2,750 and 450, and a continuing education building with a 450-seat auditorium and 24 meeting rooms. Connected to this
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complex are two of Iowa State University’s major Big 12 athletic venues: Jack Trice football stadium with a seating
capacity of 61,500 and Hilton Coliseum with capacity for approximately 15,000.
In addition to ISU located in the City, the following institutions provide higher education within 30 miles of the City:
Drake University, Grand View University, Des Moines University (formerly University of Osteopathic Medicine and
Health Services). Two-year degree programs are offered at Des Moines Area Community College, Upper Iowa
University, Vatterott College and Kaplan University (formerly Hamilton College).
FINANCIAL SERVICES
Financial services for the residents of the City are provided by First National Bank Ames, Iowa and VisionBank of Iowa.
In addition, the City is served by branch offices of Availa Bank, Bank of the West, Bankers Trust Company, Central State
Bank, CoBank ACB, Exchange State Bank, First Interstate Bank, Midwest Heritage Bank F.S.B., South Story Bank &
Trust; US Bank, N.A., and Wells Fargo Bank, as well as by several credit unions.
First National Bank Ames and VisionBank of Iowa report the following deposits as of June 30 for each year:
Yea First National Bank Ames VisionBank of Iowa
2020 $855,840,000 $448,663,000
2021 952,731,000 490,477,000
2022 978,988,000 486,110,000
2023 964,888,000 658,718,000
2024 935,488,000 701,572,000
Source: Federal Deposit Insurance Corporation (FDIC)
142
APPENDIX B
FORM OF LEGAL OPINION
143
APPENDIX C
JUNE 30, 2024 ANNUAL COMPREHENSIVE FINANCIAL REPORT
144
APPENDIX D
FORM OF CONTINUING DISCLOSURE CERTIFICATE
145
OFFICIAL BID FORM
To: City Council of Sale Date: September 23, 2025
City of Ames, Iowa 10:00 A.M., CT
RE: $13,735,000* General Obligation Corporate Purpose Bonds, Series 2025A (the “Bonds”)
This bid is a firm offer for the purchase of the Bonds identified in the “TERMS OF OFFERING” and on the terms set forth in this bid
form and “TERMS OF OFFERING”, and is not subject to any conditions, except as permitted by the “TERMS OF OFFERING”. By
submitting this bid, we confirm we have an established industry reputation for underwriting new issuance of municipal bonds.
For all or none of the above Bonds, in accordance with the “TERMS OF OFFERING”, we will pay you $________________ (not less
than $13,597,650) plus accrued interest to date of delivery for fully registered Bonds bearing interest rates and maturing in the stated
years as follows:
Coupon Maturity Yield Coupon Maturity Yield
2026 2032
2027 2033
2028 2034
2029 2035
2030 2036
2031 2037
* Preliminary; subject to change. The aggregate principal amount of the Bonds, and each scheduled maturity thereof, are subject to reduction by
the City or its designee after the determination of the successful bidder. The City may increase or decrease each maturity in increments of
$5,000 but the total amount to be issued will not exceed $13,735,000. Interest rates specified by the successful bidder for each maturity will
not change. Final adjustments shall be in the sole discretion of the City.
The dollar amount of the purchase price proposed by the successful bidder will be changed if the aggregate principal amount of the Bonds is
adjusted as described above. Any change in the principal amount of any maturity of the Bonds will be made while maintaining, as closely as
possible, the successful bidder's net compensation, calculated as a percentage of bond principal. The successful bidder may not withdraw or
modify its bid as a result of any post-bid adjustment. Any adjustment shall be conclusive and shall be binding upon the successful bidder.
We hereby designate that the following Bonds to be aggregated into term bonds maturing on June 1 of the following years and in the
following amounts (leave blank if no term bonds are specified):
Years Aggregated Maturity Year Aggregate Amount
throu h
throu h
throu h
In making this offer we accept all of the terms and conditions of the “TERMS OF OFFERING” published in the Preliminary Official
Statement dated September 9, 2025, and represent we are a bidder with an established industry reputation for underwriting new issuances
of municipal bonds. In the event of failure to deliver the Bonds in accordance with the “TERMS OF OFFERING” as printed in the
Preliminary Official Statement and made a part hereof, we reserve the right to withdraw our offer, whereupon the deposit accompanying
it will be immediately returned. All blank spaces of this offer are intentional and are not to be construed as an omission.
Not as a part of our offer, the above quoted prices being controlling, but only as an aid for the verification of the offer, we have made
the following computations:
NET INTEREST COST: $___________________________
TRUE INTEREST COST: ___________________________% (Based on dated date of October 14, 2025)
Account Manager: _________________________________ By: _________________________________________
Account Members: ______________________________________________________________________________
The foregoing offer is hereby accepted by and on behalf of the City Council of the City of Ames, Iowa this 23rd day of September 2025.
Attest: By:
Title: Title:
146
ITEM #:14
DATE:09-09-25
DEPT:FIN
SUBJECT:FIRST AMENDMENT TO FY 2025/26 ADOPTED BUDGET
COUNCIL ACTION FORM
BACKGROUND:
T h e Code of Iowa requires that city spending by program not exceed Council-approved
budget amounts at any time during the year. To maintain compliance, the City monitors
spending against the approved budget and prepares amendments to the budget several times
during the fiscal year.
The following is the customary budget amendment schedule:
Amendment #1 (THIS ACTION) - In the fall, a first amendment is prepared to carry over
unspent project amounts from the prior fiscal year. These amounts are primarily related to
delays in completing budgeted capital improvement projects.
Amendment #2 - The second amendment is prepared as part of the adoption process for the
next fiscal year’s budget. This is typically completed in March or April.
Amendment #3 - A final spring amendment is completed to adjust for any significant changes
that have occurred since the prior amendment. This amendment typically is restricted to the
early start of CIP projects approved for the following fiscal year, new grants that have been
received and their associated project expenses, and any significant changes in CIP projects,
operating expenses, or revenues from the March amendment process.
The fall amendments have been prepared for City Council review and approval. This
amendment provides formal Council authority to carry forward the appropriation for
capital improvements and other significant incomplete projects at the end of FY
2024/25. A report highlighting the carryovers will be presented to the City Council at the
September 23, 2025, hearing.
ALTERNATIVES:
1. Adopt a resolution setting September 23, 2025, as the date of public hearing for the first
amendment to the FY 2025/26 budget.
2. Refer this item back to staff for additional information or other adjustments to the
amendments.
147
CITY MANAGER'S RECOMMENDED ACTION:
Amending the FY 2025/26 budget for carryover amounts from the FY 2024/25 budget
early in the fiscal year will provide for improved budget monitoring and tracking. It will
also provide assurance that Council-approved projects and work not completed in the
prior year will not be delayed due to spending authority. Therefore, it is the
recommendation of the City Manager that the City Council approve Alternative No. 1, as
described above.
148
ITEM #:15
DATE:09-09-25
DEPT:FIN
SUBJECT:
RESOLUTION SETTING SEPTEMBER 23, 2025, AS DATE OF PUBLIC
HEARING ON PROPOSAL TO ENTER INTO A SEWER REVENUE AND
DISBURSEMENT AGREEMENT AND TO BORROW MONEY THEREUNDER
COUNCIL ACTION FORM
BACKGROUND:
The Water Resource Restoration (WRR) Sponsored Projects Program is administered through
Iowa’s Clean Water State Revolving Fund (CWSRF), a low-interest loan program operated by
the Iowa Department of Natural Resources (DNR) and the Iowa Finance Authority (IFA).
Established under Iowa Code § 384.84, the program allows wastewater utilities to finance both
system improvements and watershed-based nonpoint source projects through a single loan.
The loan carries a reduced interest rate, ensuring that utilities pay no more in overall debt
service than they would for the wastewater project alone. This structure effectively allows
communities to complete both infrastructure and restoration projects for the cost of one.
The City is seeking to utilize this program to support the Ioway Creek Stabilization
Project in Brookside Park. Construction began on June 16, 2025, and is scheduled for
completion in December 2025. The project addresses significant erosion that has been
impacting both public parkland and adjacent private property.
The planned improvements include installation of in-stream rock features, relocation of
approximately 500 feet of creek channel, stabilization of streambanks, establishment of
appropriate native vegetation, and the extension of an existing storm sewer. These measures
are consistent with the types of natural channel design and stabilization practices eligible
under the WRR program and are expected to provide lasting environmental benefits, including
protection of natural habitat, reduced sedimentation, and improved downstream water quality.
To finance this work, the City proposes to amend its 2023 CWSRF loan, which provided
approximately $7.5 million for sewer collection system improvements. By enrolling in the
WRR program, the City is eligible for a 0.5 percent interest rate reduction on that loan,
resulting in projected savings of approximately $337,000. Those savings would then be
applied to support the Ioway Creek project through a separate SRF loan in the same
amount at zero percent interest, amortized over the remaining term of the 2023 loan.
This financing structure would ensure that the City does not incur higher debt service
costs than it would have under the original wastewater-only loan.
In accordance with Iowa Code § 384.24A, the City Council must hold a public hearing
before entering into this amended loan agreement. Staff is therefore recommending that
the Council set September 23, 2025, as the date for the hearing. Following that hearing,
Council will be asked to adopt a resolution authorizing the loan agreement, thereby allowing
the City to formally participate in the WRR program and secure the financial support
149
necessary to fund the Ioway Creek Stabilization Project.
ALTERNATIVES:
1. Adopt a resolution setting the date of a public hearing to consider an amendment to the
City's amended loan agreement as September 23, 2025.
2. Refer this item to staff for modifications.
CITY MANAGER'S RECOMMENDED ACTION:
Through the State’s Water Resource Restoration Sponsored Projects program, the City
is able to pair its wastewater financing with a qualified stormwater initiative, receiving a
reduced loan interest rate that generates funding for additional water quality
improvements. In this instance, the interest rate adjustment provides $337,000 in
funding to support the Ioway Creek stabilization project. This approach allows the City
to advance critical streambank and habitat restoration efforts without increasing the
utility's debt service costs. Therefore, it is the recommendation of the City Manager that the
City Council adopt Alternative No. 1 as stated above.
150
ITEM #:16
DATE:09-09-25
DEPT:TRANSIT
SUBJECT:RESOLUTION APPROVING CYRIDE 2025 BATTERY ELECTRIC BUS
FACILITY IMPROVEMENT PROJECT PLANS AND SPECIFICATIONS
COUNCIL ACTION FORM
BACKGROUND:
The Transit Board has previously approved the purchase of charging equipment to support the
five electric buses expected to be delivered in fall 2025. CyRide has worked with the on-call
architecture and engineering firm to develop final plans and specifications for the installation of
the purchased charging equipment at the CyRide facility. The plans and specifications call for
installing two ChargePoint chargers and four dual dispensers at the front of bus storage lanes
1 and 2. All new equipment will be installed at a height that reduces the risk of water damage
in the event of flooding and allows access for general facility maintenance.
CyRide currently has $54,986 budgeted for the installation of the charging equipment, which
was programmed in the FY 2024/25 Capital Improvements Plan. The current cost estimate
from the architectural and engineering consultant is $165,344, which includes a 5%
contingency. To support this project, staff recommends using the Battery Electric Bus
Reserve Fund to cover the shortfall. The reserve fund currently has $1,258,260
available.
If approved by the Council, CyRide will work with the Purchasing Division to bid the project.
Listed below is the proposed schedule for this project.
Date Project Element
September 9, 2025 City Council approval of plans and specifications
September 10, 2025 Project release
September 24, 2025 Prebid meeting
October 8, 2025 Bids Due
October 14, 2025 Report of bids to City Council
October 16, 2025 Transit Board award of contract
October 28, 2025 City Council award of contract
The plans and specifications were approved by the Transit Board at its meeting on August 28,
2025. Plans and specifications are now on file in the City Clerk's Office.
ALTERNATIVES:
1. Approve plans and specifications for the 2025 Battery Electric Bus Facility Improvement
Project, and establish October 8, 2025, as the bid due date, and October 14, 2025, as
the date to report bid results to Council.
2. Direct staff to work with the A&E consultant and refine the project plans in accordance
with Council priorities.
151
CITY MANAGER'S RECOMMENDED ACTION:
Approving the plans and specifications would allow CyRide to proceed with the
installation of the charging infrastructure necessary to operate the five battery electric
buses scheduled for delivery in fall 2025. Therefore, it is the recommendation of the City
Manager that the City Council adopt Alternative No. 1, as described above.
152
ITEM #:17
DATE:09-09-25
DEPT:TRANSIT
SUBJECT:CHANGE ORDER FOR ON-CALL ARCHITECTURE AND ENGINEERING
SERVICES CONTRACT FOR CYRIDE
COUNCIL ACTION FORM
BACKGROUND:
CyRide typically budgets $50,000 each year for Architecture and Engineering (A&E) Services
to assist with Capital Improvement Plan projects, grant applications, and general facility
repairs. In 2021, CyRide awarded an On-Call A&E Services contract to ASK Studios of Des
Moines, Iowa.
During FY 2024/25, CyRide relied heavily on this contract and utilized it for 11 projects, a
significant increase compared to the two or three projects typically worked on in a year.
CyRide issued its standard annual Purchase Order No. 64805 for $50,000 in FY 2024/25.
However, due to the unusually high number of projects, the total billed amount for
services provided was $103,524.03, with the Maintenance Shop Improvement Project
and Fire Protection Improvement Project accounting for the majority of the costs.
This increase was driven by a concentration of grant opportunities and facility improvement
needs in FY 2024/25, many of which required professional design support to remain
competitive for federal/state funding or to maintain regulatory compliance. While future needs
may vary from year to year, the on-call services contract provides a cost-effective way to scale
resources up or down depending on project demand.
The following table summarizes the portion of project costs that exceed the original purchase
order and require Council approval:
Project Amount
First Floor Flooring Replacement $1,491.25
Electric Bus System Upgrades Phase II - Charger Installation $1,135.00
Steam Clean Bay Hoist Replacement Grant Submission $712.50
Shop Walkthrough Overhead Door Replacement $1,010.00
Breakroom Improvements $3,130.00
HVAC Improvements Phase III $57.50
Bus Storage Addition Grant Submission $287.50
Maintenance Shop Improvement Project $29,132.20
Fire Protection Improvement Project $16,802.15
Outstanding Balance $53,758.10
To date, $49,765.93 has been paid under the original purchase order. To pay the
remaining balance of $53,758.10, Council approval of a change order to Purchase Order
No. 64805 is required. Funding is available from the Maintenance Shop Improvement
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Project, which was completed under budget and left $55,658 in unallocated local funds.
Staff recommends using a portion of these savings to cover the $53,524.03 change
order.
Contract Summary
Item Amount
Original Purchase Order No. 64805 $50,000.00
Paid to Date $49,765.93
Total Amount Billed in FY 2024/25 $103,524.03
Current Balance of Purchase Order $234.07
Outstanding Balance $53,758.10
Change Order Required $53,524.03
Amended Purchase Order Total $103,524.03
CyRide has reviewed all invoices and confirmed that billed hours were appropriate and labor
assignments within the firm were properly managed. Based on this review, CyRide believes
the costs are reasonable and directly tied to project needs. The change order to Purchase
Order No. 64805 to amend the purchase order total to $103,524.03 was approved by the
Transit Board at its meeting on August 28, 2025.
ALTERNATIVES:
1. Approve a change order to Purchase Order No. 64805 in the amount of $53,524.03 to
ASK Studios of Des Moines, Iowa, bringing the total contract amount to $103,524.03.
2. Direct staff to proceed according to Council direction.
CITY MANAGER'S RECOMMENDED ACTION:
Approving the change order and new contract amount would ensure that all work
performed under the on-call services contract is fully funded, supporting CyRide's
long-term facility improvement and capital planning goals by ensuring critical project
design and grant development activities remain properly resourced. Therefore, it is the
recommendation of the City Manager that the City Council adopt Alternative No. 1, as
described above.
154
To:Mayor and City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:Contract and Bond Approval
Item No. 18
MEMO
There is no Council Action Form for the 2025/26 Water System
Improvements Program (E. 14th St & Meadowlane Ave) Project with Jet
Drain Services, LLC of Ames, Iowa, in the amount of $314,426 . City Council
approval of the contract and bond for the project is simply fulfilling a State
Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
155
To:Mayor and City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:Contract and Bond Approval
Item No. 19
MEMO
There is no Council Action Form for the 2024/25 Multi-Modal Roadway
Improvements (6th Street, North of City Hall) with MidState Solution, LLC of
Baxter, Iowa, in the amount of $125,151.50 . City Council approval of the
contract and bond for the project is simply fulfilling a State Code requirement.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
156
ITEM #:20
DATE:09-09-25
DEPT:P&H
SUBJECT:PLAT OF SURVEY FOR A BOUNDARY LINE ADJUSTMENT IN RURAL
STORY COUNTY IN THE AMES URBAN FRINGE AT 1568 & 2066
STAGECOACH ROAD
COUNCIL ACTION FORM
BACKGROUND:
The subdivision regulations in Chapter 23 of the Ames Municipal Code include the process for
creating or modifying property boundaries and for determining if any improvements are
required in conjunction with the platting of property. The regulations also describe the process
for combining existing platted lots or conveyance parcels in order to create a parcel for
development purposes. A plat of survey is allowed by Section 23.309 for the consolidation of
conveyance parcels and for boundary line adjustments.
This request relates to a proposed plat of survey for properties located at 1568 & 2066
Stagecoach Road. The proposed plat of survey is a boundary line adjustment between
the two existing parcels (see attached location map). Both parcels are outside the Ames
corporate limits, but within the 2-mile area where the City of Ames has jurisdiction for
the review of land divisions in addition to Story County. The subject properties are within
the Urban Reserve (see attached Map excerpt). Adjusting the boundaries of existing
parcels in a manner that does not create new developable area is consistent with the
policies of the Urban Reserve described within Ames Plan 2040.
1568 Stagecoach Road contains an existing 97.17 acre parcel. An existing 69.01 acre parcel
is located at 2066 Stagecoach Road to the north. The existing parcels will be reconfigured
into Parcels J and K (see attached Plat of Survey). The 1568 Stagecoach parcel (parcel J)
will be reduced in size to 93.54 acres and the northwestern portion of the boundary line
shifted to the north. The 2066 Stagecoach Road parcel (parcel K) will be enlarged in
size accordingly to 77.39 acres with its southeast portion of its south boundary line
shifted to the south.
As a boundary line adjustment, no infrastructure improvements are required. Therefore, no
requests for waivers of subdivision standards and accompanying covenants are
required. Approval of this plat of survey will allow the applicant to prepare the official plat of
survey and submit it to the Planning and Housing Director for review. The Director will sign the
plat of survey confirming that it fully conforms to all conditions of approval. The prepared plat
of survey may then be signed by the surveyor, who will submit it for recording in the Office of
the Story County Recorder.
157
ALTERNATIVES:
1. Approve the proposed plat of survey.
2. Deny the proposed plat of survey on the basis that the City Council finds that the
requirements for plats of survey as described in Section 23.309 have not been satisfied.
3. Refer this request back to staff and/or the owner for additional information.
CITY MANAGER'S RECOMMENDED ACTION:
As rural development, the plat of survey does not meet the urban development
standards of the City. However, the boundary line adjustment does not trigger any
additional infrastructure improvements per City requirements. Staff finds that the
proposed plat of survey complies with Ames Plan 2040, as no new development parcels
are being created. Therefore, it is the recommendation of the City Manager that the City
Council adopt Alternative #1 as described above.
ATTACHMENT(S):
1568 & 2066 Stagecoach Road Location.pdf
1568 & 2066 Stagecoach Plat of Survey.pdf
158
E 13TH ST
BAILEY AVE
PHILADELPHIA ST
BOSTON AVE
EASTGATE DR
STAGECOACH RD
1568 & 2066 Stagecoach Road Location´
1568 & 2066 Stagec oach Road (Shaded)
Legend
PARC ELS
City Limits
AMES IN CORPORATED LIMITS
STR EET LABE LS - ALL @ 50000FT
Private
ISU Road
City Road
County Secondary
County Hwy
State Hw y
US H wy
US Interstate H wy 159
PLAT OF SURVEY
LOCATION:NW1/4 & THE SW1/4, NE1/4 OF SEC. 36-84-21/4,NW1/4 &THE SW1/4, NESTORY COUNTY, IOW
PROPRIETOR:AMES CHAPTER OF THE IZAAK WALTON LEAGUEOF AMERICA
HAILA FAMILY FARMS, LLC
REQUESTED BY:CHIP BALTIMORE
PREPARED BY& RETURN TO:R. BRADLEY STUMBO, PLS #17161STRAND ASSOCIATES, INCAMES, IA 50010515-233-0000
Survey Description Parcel J:
Part of Parcel A, as shown on the99-10160, allin tne a or thlat of survey filed in Book 11 Page 104, except Parcel C thereof, as shown on the Plat of Survey filed at inst. No uarterlying East of St the East Half of the Southwest Quarter and the West Half of the Southeast Quarter, part of the Southeast Quarter of the Northwest Quarter,lying East of Stagecoach Road and part of the Southwest Quarter of the Northeast Quarter, all in Section 36, Township 84 North, Range 24 West of the 5th
P.M., Story County, lowa, and all together being more particularly described as follows: Beginning at the South Quarter Corner of said Section 36; thence
following the boundary of said Parcel A N89°40 14"W, 115.72 feet; thence N01°18'44"E, 627.00 feet; thence $89°27'34"W. 657.03 feet to the centeriof
Stagecoach Road: thence N00°29'07"E. 807.97 feet to the Southwest Coner of ane,627.00 teet, thence S892/34 W.667.03 teet to the centerline ofStagecoach Road; thence NO0"29'07"E, 807.97 feet to the Southwest Corner of an existing tract, as described by deed filed at Inst. No. 2011-11887; thencerunning coincident with theNorthwest Coner thereof, thence ary thereof 589"30'53"E, 242.00 feet; thence N0O°29'07"E, 180.00 feet; thence N89"30'53"W, 242.00 feet to the
Quarter of said Section 36; thence departing the boundary of said Parcel A and following the centerine of Stagecoach Road N002745e of the SouthwestSecheroofs thence N2 22'16"E, 1068.27 feet to the Northwest Corner of said Parcel A, said point being on the north line
bearnng NO2°43 34W, 54.9 fet, thence departing said centerline N86 00'40E, 95.07 feet; thence Northeasterly, 98.45 feet along a curve heed by a chordthence Northerly, 54,.99 feet along a curve having a radius of 2203.89 feet, concave to the West, a central angle of22811 and bing s ftsubtended
of 106.00 feet, concave Northwesterly, a central angle of 53°12'45" and being subtended by a chord bearing N59°24'17"E, 94.95 feet, thence N324756
64.37 feet; thence Northeasterly, 165.89 feet along a curve having a radius of 256.00 feet, concave to the West, a central angle of et; thence N32°47'58
subtended by a chord bearing N14 No central angle of beingfeet thence 539608"42.5 fe1402"E. 163,01 feet; thence N04°19'50"W, 88.01 feet; thence N04 47'40"E, 51.24 feet; thence $89°47'19"E,
feet thence S39*56'08"W, 42.85 feet; thence S31°00'02"E, 208.54 feet; thence S37°16'05"E, 68.59 feet; thence S62°30'35"E, 40.35 feet; thenceS51°21'21"E, 207.84 feet; thence S79°04'09"E, 76.38 feet; thence N19*01'11"E, 78.26 feet; thence N86 33'19"E, 25.90 feet; thence S00 00'00"E, 218.07
feet to the north line of said Parcel A; thence S10°49'31"E, 290.91 feet: thence $28°47'34"E. 300.40 feet: thence S63°23'40"E 358.69 feet th0 , 218hrth line of said Parcel A; thence S10 49 31 E, 290.91 feet; thence S28-47 34 E, 300.40 feet; thence S63 23'40"E, 358.69 feet; thenceS89°47'06"E, 687.94 feet to the east line of said Parcel A; thence S00°19'37"W, 629.93 feet to the Northeast Corner of the Southwest Quarter of said
Southeast Quarter; thence S00°21'30"W, 727.17 feet to the Northeast Corner of Walter Family Campus Subdivision, formerly said Parcel C; thence
N8946'02"W, 722.59 feet to the Northwest Corner thereof, thence S02°17'58"W, 595.00 feet to the Southwest Coner therepf, said point being o the s
line of said Sectionpublic right of wion 36; thence N89*44'34"W, 569.52 feet to the point of beginning, all together containing 93.54 acres, which includes 2.12 acres of existing
K:Survey Descri
way.
Part of Parcel Aoarcel Khe99-10160, i the s shovn on the dlat of Survey filed in Book 11, Page 104, except Parcel C thereof, as shown on the Plat of Survey filed at Inst. No.
Southwest Quarter of the Northeast Quarter and part of the Northwest Quarter of the Southeast Quarter, all in Section 36, Township 84 North, Range 24West Half of the Southeast Quarter, part of the Southeast Quarter of the N
West of the 5th P.M., Story County, lowa, and all together being more particularly described as follows: Commencing at the Northwest Coner Kange 24
Southeast Quarter of the Northwest Quarter: thence N89°47'58 E, 197.69 feet along the north line thereof to the centerineoStst Corner of saidhe
point of beginning; thence continuing N89 4758E, 1158.05 feet to the Northeast Corner of said Southeast Quarter of the Northwest Quarter thence e5600.31281 ofe Northeast Quarter; thence S00°30'29"W, 400.00 S01°55'29"W,
200.00 feet; thence S02°57'29"W, 373.00 feet; thence S07°24'38"E, 354.81 feet to the Northeast Corner of said Northwest Qaetence S01 5529"
N28°47'34"W. 300.4019'37"W, 694.89 feet alet, thence st line thereof thence N89°47'06"w 687.94 feet thence N63°23'40"W. 358.69 fe southeas0feet; thence N10°49'31"W, 290.91 feet to the North line of said Parcel A, thence Noo 0000W 2140W, 358.69 feet: nor gWN00°00'00"W, 218.07 feet; thence S86°33'19"W,
25.90 feet; thence S19°01'11"W, 78.26 feet; thence N79°04'09"W, 76.38 feet; thence N57°21'21"W, 207.84 feet; thence N62°30'35"W, 40.35 feet; thence
N37°16'05"W. 68 94 feet: thence N31°00'02"W. 208.54 feet: thence N39-5608"E, 42.85 teet; thence N89°47'19"W. 118.23 feet: thence S04°47'40"W, 51.24feet; thence S04 19'50"E, 88.01 feet; thence Southwesterly, 165.89 feet along a curve having a radius of 256.00 feet, concave to the West, a central angleof37°07'45" and being subtended by a chord bearing S14 14'02"W, 163.01 feet; thence S32 47'55"W, 64.37 feet; thence Southwesterly, 98.45 feet along a
curve having a radius of 106.00 feet, concave Northwesterly, a central angle of 53°12'45" and being subtended by a chord bearing S59 24'17"W. 94.95 feet:thence S8600'40"W, 95.07 feet to centerline of Stagecoach Road: thence following said centerline Northerly. 252.50 feetalo W, 94,95 reet;
2203.89 feet, concave to the West, a central angle of 6"33'52" and being subtended by a chord bearing NO714'35"W, 252.36 feet; thence N10-3834Wfeet0040 W, 95.07 teet to centerline of Stagecoach Road; thence said centeri
feet, concave Southwesterly, a central angle of 44°04'47" and being subtended by a chord bearing N36°20'59"W, 257.91 feet: thence N58°30'19"W. 49.46116.83 feet; thence N13°15'30"W, 332.26 feet; thence N14°43'08"W, 285.07 feet; thence Northwesterly, 264.38 feet along a curve having a radius of 343.65
feet to the point of beginning, all together containing 77.39 acres which includes 0.98 acres of existing public right of wa
Acess
Range 2
Corner
W, 49.
land 50.00 feet in width across that part of Parcel K lyinga 50.0feet in width across that part of Parcel K lying in the Southeast Quarter of the Northwest Quarter of Section 36, Township 84 North,West of the 5th P.M., lowa, being situated 25.00 feet on each side of the following centerline: Commencing at the SouthwestsoryC
her of said Parcel K; thence Northerly, 25.00 feet along a curve having a radius of 2203.89 feet, concave Westerly, a central angle of 0°39'00 and beingsubtended by a chord bearing N04°17'09"W, 25.00 feet; thence N86°00'40"E, 33.00 feet to the Easterly right of way line of Stagecoach Road and the pointof beginning: thence continuing N86°00'40"E. 62.20 feet: thence Northeasterlv. 75.23 feet along a curve baving a radius of 81.00 feet, concave
Northwesterly, a central angle of 53°12'45" and being subtended by a chord bearng scurve having a radius ef 1.0 teet, concavthenceNorthwesterly, a central angle of 53°12'45" and being subtended by a chord bearing N59°24'17"E, 72.55 feet; thence N32°47'55"E, 64.37 feet; thenceNortheasterly, 149.69 feet along a curve having a radius of 231.00 feet, concave Northwesterly, a central angle of 37°07'45" and being subtended by a
chord bearing N14°14'02"E, 147.09 feet; thence N04°19'50"W, 88.01 feet, and there terminating
PARCEL ACCESS EASEMENT
BOUNDARY LINES BOUNDARY LINES
L#/C#Rad Arc Delta Bearing Bearing Cho /C#Radius Arc Delta Bearing Bearing Chord
C1 106.00'98.45'53°12'45"|N59°24'17"E S59°24'17"W 94.95'C3 2203 892203.89 25.00'0°39'00"|N04°17'09"W 25.00'
C2 256.00256.00'165.89'37°07'45"N14°14'02"E S14°14'02"W 163.0116204 C4 81.00 75.23'53°12'45"72.55
L1 N86°00'40°Е 95.07 C5 231.00 149.69 37~0745 N14-14'02“E 147.09
L2 N32~4755 E S32-4755 M 64.37 L11
L3 04°19'50"W 9'50"E 88.0 L12
L4 N04°47'40"Е 7'40"51
L5 39°56'08"W N39°56'08"E 42.85'L14
86 004
N86°00'40"E
32°47'55"
N04°19'50"W
62.20'
33.
88.01
S37°16'05"E16'05"E N37°16'05"W 68.9468.94
L7 S62°30'35°E N62°30'35"W 40.35'
S79°04'09"E N79 04 06 76.38'
L9 N19-01'11"Е S19-01'11 78.2
L10 N86°33'19 E S86°33'19 И 25.90
The Ames City Council approved this Plat of Survey on
Planning & Housing Director
SADANSTRANDASSOCIATES
Strand Associates, Ir17th Street.414 South 17th Street, Suite 107
Ames, lowa 50010Phone: (515) 233-0000
FAX: (515) 233-0103
2025, with Resolution Number I certify that it conforms to all conditions of approval.
a of lowa.supervision and that I am a duly licensed Professional Land Surveyor under the laws of the Stateof
R. BRADLEY STUMBO, PLS
License number 17161
My license renewal date is December 31, 2025.
JOB# 7283.001 DATE: 7/16/25 FIELDWORK COMPLETED: 7/15/25 PAGE 1 OF 2
DATE
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PAGE 2 OF 2
16
1
ITEM #:21
DATE:09-09-25
DEPT:PW
SUBJECT:2022/23 AIRPORT IMPROVEMENTS PROGRAM (SOUTH APRON
REHABILITATION - FINAL ACCEPTANCE)
COUNCIL ACTION FORM
BACKGROUND:
The Airport Improvements Program in the Capital Improvement Plan (CIP) provides for
projects included in the Federal Aviation Administration (FAA) approved Airport Master Plan.
Rehabilitation of the South Apron was included in the FY 2022/23 Airport Improvements CIP
Program.
On April 25, 2023, City Council awarded a contract to Con-Struct, Inc. in the amount of
$1,251,705. Four change orders were approved during construction:
Change Order No. 1 required no additional funding, however it added requirements for
Targeted Small Business (TSB) participation.
Change Order No. 2, in the amount of $13,888.60, was administratively approved by
staff and addressed gate and fencing revisions required during construction operations.
Change Order No. 3, in the amount of $21,866, was also administratively approved by
staff to cover changes to the work to further address airport operational needs.
Change Order No. 4, the balancing change order for the project, a deduction in the
amount of $35,531.35 was approved by City Council on July 8, 2025. This change order
reflected final field installed quantities.
Construction was completed in the amount of $1 ,2 5 1 ,9 2 8 .2 5 . The project was
considered substantially complete as of June 10, 2025. A formal final inspection was
completed that day with the Project Manager and Airport Manager present, and a punch
list was issued. All punch list items have now been completed. Bolton & Menk, Inc.,
serving as project engineer, has recommended formal acceptance.
Below is the final summary of revenues and expenses for this project:
Revenues Amount Expenses Amount
Federal $1,181,000.00 Design $77,000.00
State $129,600.00 Inspection $107,700.00
Airport Improvements
Fund $154,328.25 Inspection – CO #1 $28,300.00
Construction (Original
Contract)$1,251,705.00
162
Construction – CO #1
(TSB Requirements)$0.00
Construction – CO #2
(Fencing & Gate
Changes)
$13,888.60
Construction – CO #3
(Additional Work)$21,866.00
Construction – CO #4
(Final Quantity
Reconciliation)
($35,531.35)
Final Construction
Cost $1,251,928.25
Total $1,464,928.25 Total $1,464,928.25
Revenues Amount Expenses Amount
Attached to this Council Action Form are the Engineer's Statement of Completion from Bolton
& Menk and a draft final payment request that shows the final project quantities and the
retainage that will be paid after the 30-day waiting period.
ALTERNATIVES:
1. Accept the South Apron Rehabilitation project as complete by Con-Struct, Inc. of Ames,
IA, in the amount $1,251,928.25.
2. Direct staff to pursue modifications to the project.
CITY MANAGER'S RECOMMENDED ACTION:
The South Apron Rehabilitation project has been completed in compliance with the
approved plans and specifications. All inspection and punch list requirements have
been satisfied, and final quantities have been reconciled. Formal Council acceptance is
required prior to retainage release and initiation of the warranty period. Therefore, it is
the recommendation of the City Manager that the City Council adopt Alternative No. 1, as
shown above.
ATTACHMENT(S):
Engineer's Statement of Completion
Certification Letter 22-23 Airport Improvements Program (South Apron Rehab).pdf
Draft Final Retainage Payment Showing Final Quantities
163
ENGINEER'S STATEMENT OF PROJECT COMPLETION
To: Date:
Project:
Ames, IA 50010
Bolton & Menk, Inc.
Lol
Garrett Jacobs, P.E.
BY:
TITLE:Aviation Project Manager
ACCEPTANCE OF PROJECT COMPLETION
The City of Ames, Iowa formally accepts the project noted above as COMPLETE as of August 26,2025, this
the day of , 2025.
BY:
TITLE:
PROJECT COMPLETION
City of Ames, Iowa
Ames Municipal Airport
515 Clark Ave
08/26/2025
South Apron Reconstruction
Ames Municipal Airport (AMW)
BMI Project Number: 0T5.128665.000
Ames Municipal Airport
South Apron Reconstruction -0T5.128665.000
Following acceptance of Project Completion, after the required 30-day waiting period has passed, we
recommend final acceptance of the project and release of retainage on the project. At that time, the
project warranty period will also begin.
The project was considered substantially complete as of June 10th, 2025. A formal final inspection of the
above-referenced project was completed on June 10th, 2025. The Project Manager and Airport Manager
inspected the project. Thereafter, a punch list was developed and forwarded to attendees and the
Contractor. All items on the punch list have now been completed.
Therefore, Bolton & Menk recommends the City of Ames formally accept the project as Complete. A final
change order reconciling quantities and establishing the exact final construction cost has been completed.
The final construction cost is one million two hundred fifty-one thousand nine hundred twenty-eight
dollars and twenty-five cents ($1,251,928.25), which is slightly above the original contract value of one
million two hundred fifty-one thousand seven hundred five dollars ($1,251,705.00).
8/26/2025
Date
164
Smart Choice
Public Works Department 515.239.5160 main 515 Clark Ave. P.O. Box 811
515.239.5404 fax Ames, IA 50010
www.CityofAmes.org
September 4, 2025
Honorable Mayor and Council Members
City of Ames
Ames, Iowa 50010
Dear Mayor and Council Members:
I hereby certify the 2022/23 Airport Improvements Program (South Apron Rehab) project
was completed in an acceptable manner by Con-Struct, Inc., of Ames, Iowa, in the amount of
$1,251,928.25 and was inspected by the Public Works Department of the City of Ames, Iowa.
Sincerely,
Justin A. Clausen, PE, CPWP-M
Public Works Director
JAC/lbc
cc: City Clerk, Finance, Contractor, Administrative Services, Project File
165
Damion Pregitzer
Traffic Engineering
8/26/2025
166
Owner's Project No.:N/A
Engineer's Project No.:0T5.128665
Contractor's Project No.:N/A
Agency's Project No.:
7 - Final From 06/01/25 to 08/25/25 Application Date:08/26/25
A C D E F F1 F2 G H I J
Item Quantity Units
Unit Price
($)
Value of Bid Item
(C X E)
($)
Quantity Previous
Estimate
Value Previous
Estimate
Estimated
Quantity
Incorporated in
the Work
Value of Work
Completed to Date
(E X G)
($)
Div 1 - Item 1 500.00 LF 5.60 2,800.00 401.00 2,245.60 401.00 2,245.60 2,245.60
Div 1 - Item 2 500.00 LF 1.50 750.00 401.00 601.50 401.00 601.50 601.50
Div 2 - Item 3 500.00 LF 0.15 75.00 - - - - -
Div 1 - Item 4 1.00 LS 2,050.00 2,050.00 1.00 2,050.00 1.00 2,050.00 2,050.00
Div 1 - Item 5 1.00 LS 95,000.00 95,000.00 1.00 95,000.00 1.00 95,000.00 95,000.00
Div 1 - Item 6 1.00 LS 20,000.00 20,000.00 1.00 20,000.00 1.00 20,000.00 20,000.00
Div 1 - Item 7 1.00 LS 11,850.00 11,850.00 1.00 11,850.00 1.00 11,850.00 11,850.00
Div 1 - Item 8 40.00 SY 35.00 1,400.00 54.60 1,911.00 54.60 1,911.00 1,911.00
Div 1 - Item 9 5,800.00 SY 10.00 58,000.00 5,673.00 56,730.00 5,673.00 56,730.00 56,730.00
Div 1 - Item 10 1,350.00 CY 20.00 27,000.00 1,350.00 27,000.00 1,350.00 27,000.00 27,000.00
Div 1 - Item 12 200.00 CY 50.00 10,000.00 - - - - -
Div 1 - Item 13 5,600.00 SY 8.00 44,800.00 5,521.00 44,168.00 5,521.00 44,168.00 44,168.00
Div 1 - Item 14 260.00 TON 260.00 67,600.00 215.91 56,136.60 215.91 56,136.60 56,136.60
Div 1 - Item 15 5,650.00 SY 10.50 59,325.00 5,574.70 58,534.35 5,574.70 58,534.35 58,534.35
Div 1 - Item 18 5,550.00 SY 95.00 527,250.00 5,470.60 519,707.00 5,470.60 519,707.00 519,707.00
Div 1 - Item 20 120.00 SF 38.00 4,560.00 120.00 4,560.00 120.00 4,560.00 4,560.00
Div 1 - Item 23 1,100.00 LF 45.00 49,500.00 992.30 44,653.50 992.30 44,653.50 44,653.50
Div 1 - Item 24 7.00 EA 4,100.00 28,700.00 9.00 36,900.00 9.00 36,900.00 36,900.00
Div 1 - Item 25 1.00 LS 14,000.00 14,000.00 1.00 14,000.00 1.00 14,000.00 14,000.00
Div 1 - Item 26 300.00 LF 11.00 3,300.00 276.00 3,036.00 276.00 3,036.00 3,036.00
Div 1 - Item 29 300.00 LF 12.30 3,690.00 247.00 3,038.10 247.00 3,038.10 3,038.10
Div 1 - Item 30 2.00 EA 2,465.00 4,930.00 2.00 4,930.00 2.00 4,930.00 4,930.00
Div 1 - Item 31 1.00 EA 10,670.00 10,670.00 1.00 10,670.00 1.00 10,670.00 10,670.00
Div 1 - Item 32 1.00 LS 18,050.00 18,050.00 1.00 18,050.00 1.00 18,050.00 18,050.00
Div 1 - Item A1 1,600.00 LF 5.75 9,200.00 1,600.00 9,200.00 1,600.00 9,200.00 9,200.00
Div 1 - Item A2 800.00 LF 5.75 4,600.00 800.00 4,600.00 800.00 4,600.00 4,600.00
Div 1 - Item A3 500.00 LF 10.00 5,000.00 472.00 4,720.00 472.00 4,720.00 4,720.00
Div 1 - Item A4 5.00 EA 17,000.00 85,000.00 5.00 85,000.00 5.00 85,000.00 - 85,000.00
Bid Item No.
Progress Estimate - Unit Price Work
Owner:
Application Period:Application No.:
Engineer:
Contractor:
Project:
City of Ames
Bolton & Menk, Inc.
RECYCLED CONCRETE AGGREGATE BASE COURSE, 6"
CEMENT, 8%
Work Completed
and Materials
Stored to Date
(H + I)
($)
PAVEMENT, PCC, 9.5"
PAVEMENT MARKING REMOVALS
6" SUBDRAIN
SUBDRAIN CLEANOUT
SEEDING FERTILIZING AND MULCHING
NO. 8 AWG 5KV, L-824, TYPE C CABLE, INSTALLED IN
TRENCH, DUCT BANK OR CONDUIT
NON-ENCASED 2" PVC/HDPE CONDUIT
L-861 T (L) MITL, BASE MOUNTED TAXIWAY EDGE LIGHT
(REMOVE AND REINSTALL ON NEW BASE)
L-858 (L) GUIDANCE SIGN, SIZE 1, DOUBLE FACE, 2 MODULE
DEMOLITION AND REMOVAL OF PARTIAL EXISTING EDGE
LIGHTING SYSTEM
INSTALLATION OF FILTER SOCKS
REMOVAL OF FILTER SOCKS
Description
Work Completed
Materials
Currently Stored
(not in G)
($)
Contract Information Previous Estimate
FILTER SOCK CLEANOUT
SWPPP ESTABLISHMENT AND MANAGEMENT
UNCLASSIFIED EXCAVATION
REMOVE AND REPLACE UNSUITABLE MATERIAL
CEMENT TREATED SUBGRADE, 12"
TRAFFIC CONTROL
CONSTRUCTION SURVEY
MOBILIZATION
PAVEMENT REMOVAL, PCC PAVEMENT
PAVEMENT REMOVAL, HMA PAVEMENT
NO. 6 AWG, 600V, THWN-2, INSTALLED IN TRENCH, DUCT
BANK OR CONDUIT
NO. 6 AWG, 600V EQUIPMENT GROUND, THWN-2,
INSTALLED IN TRENCH, DUCT BANK OR CONDUIT
NON-ENCASED 2" PVC/HDPE CONDUIT
OVERHEAD AREA LIGHTING POLE WITH FIXTURES
Contractor's Application for Payment
Original Contract
Contract:
B
Con-Struct, Inc.
South Apron Reconstruction
FAA: 3-19-0004-030-2023, -031-2023 & -032-2024 IaDOT:9I240AMW100
16
7
Owner's Project No.:N/A
Engineer's Project No.:0T5.128665
Contractor's Project No.:N/A
Agency's Project No.:
7 - Final From 06/01/25 to 08/25/25 Application Date:08/26/25
A C D E F F1 F2 G H I J
Item Quantity Units
Unit Price
($)
Value of Bid Item
(C X E)
($)
Quantity Previous
Estimate
Value Previous
Estimate
Estimated
Quantity
Incorporated in
the Work
Value of Work
Completed to Date
(E X G)
($)Bid Item No.
Progress Estimate - Unit Price Work
Owner:
Application Period:Application No.:
Engineer:
Contractor:
Project:
City of Ames
Bolton & Menk, Inc.
Work Completed
and Materials
Stored to Date
(H + I)
($)Description
Work Completed
Materials
Currently Stored
(not in G)
($)
Contract Information Previous Estimate
Contractor's Application for Payment
Contract:
B
Con-Struct, Inc.
South Apron Reconstruction
FAA: 3-19-0004-030-2023, -031-2023 & -032-2024 IaDOT:9I240AMW100
Div 2 - Item 10 50.00 CY 20.00 1,000.00 50.00 1,000.00 50.00 1,000.00 1,000.00
Div 2 - Item 11 400.00 SY 3.50 1,400.00 352.20 1,232.70 352.20 1,232.70 1,232.70
Div 2 - Item 16 300.00 SY 18.50 5,550.00 264.00 4,884.00 264.00 4,884.00 4,884.00
Div 2 - Item 17 250.00 SY 85.00 21,250.00 222.00 18,870.00 222.00 18,870.00 18,870.00
Div 2 - Item 19 125.00 SY 65.00 8,125.00 109.00 7,085.00 109.00 7,085.00 7,085.00
Div 2 - Item 21 25.00 LF 21.00 525.00 25.00 525.00 25.00 525.00 525.00
Div 2 - Item 22 1.00 LS 23,750.00 23,750.00 1.00 23,750.00 1.00 23,750.00 23,750.00
Div 2 - Item 27 700.00 LF 5.75 4,025.00 700.00 4,025.00 700.00 4,025.00 4,025.00
Div 2 - Item 28 400.00 LF 5.75 2,300.00 400.00 2,300.00 400.00 2,300.00 2,300.00
Div 2 - Item 29 100.00 LF 31.50 3,150.00 77.00 2,425.50 77.00 2,425.50 2,425.50
Div 2 - Item B1 140.00 SY 3.50 490.00 131.50 460.25 131.50 460.25 460.25
Div 2 - Item B2 140.00 SY 18.50 2,590.00 131.50 2,432.75 131.50 2,432.75 2,432.75
Div 2 - Item B3 130.00 SY 65.00 8,450.00 125.00 8,125.00 125.00 8,125.00 8,125.00
- - - - - -
1,251,705.00$ 1,216,406.85$ 1,216,406.85$ -$ 1,216,406.85$
CO2-1 1.00 LS 9,521.60 9,521.60 1.00 9,521.60 1.00 9,521.60 9,521.60
CO2-2 1.00 LS 4,367.00 4,367.00 1.00 4,367.00 1.00 4,367.00 4,367.00
CO3-1 1.00 LS 4,500.00 4,500.00 1.00 4,500.00 1.00 4,500.00 4,500.00
CO3-2 1.00 LS 5,706.00 5,706.00 1.00 5,706.00 1.00 5,706.00 5,706.00
CO3-3 100.00 SY 4.00 400.00 98.00 392.00 98.00 392.00 392.00
CO3-4 100.00 SY 19.60 1,960.00 98.00 1,920.80 98.00 1,920.80 1,920.80
CO3-5 100.00 SY 93.00 9,300.00 98.00 9,114.00 98.00 9,114.00 9,114.00
CO4-1 1.00 LS (35,531.35) (35,531.35) - - -
- - -
223.25$ 35,521.40$ 35,521.40$ -$ 35,521.40$
1,251,928.25$ 1,251,928.25$ 1,251,928.25$ -$ 1,251,928.25$
FENCE REMOVAL, CHAIN LINK
UNCLASSIFIED EXCAVATION
SUBGRADE PREPARATION, 12"
Project Totals
Change Order Totals
Original Contract and Change Orders
PAVEMENT, PCC, 8"
RECONCILIATION OF FINAL QUANTITIES
Original Contract Totals
ADDITIONAL MOBILIZATION
UNCLASSIFIED EXCAVATION (INCLUDING TOPSOIL STRIP,
SALVAGE, AND RESPREAD)
SUBGRADE PREPARATION, 12"
MODIFIED SUBBASE, 6"
Change Orders
INCREASE HEIGHT OF 25' AUTOMATIC POWERED CHAIN
LINK CANTILEVER GATE TO 8' TALL, REMOVE EXISTING 4'
CHAIN LINK FENCE AND REPLACE WITH 8' TALL BLACK PVC
COATED CHAIN LINK FENCING
ADD 6' WIDE 8' TALL, BALCK PVC COATED, CHAIN LINK
PEDESTRIAN GATE WITH GATE CLOSURE AND MECHANICAL
KEYLESS LEVER LOCK SET, OUTDOOR RATED
MODIFIED SUBBASE, 8"
PAVEMENT, PCC, 6"
GATE, AUTOMATIC POWERED 25' ALUMINUM CANTILEVER,
4' TALL, BLACK PVC COATED
NO. 6 AWG, 600V, THWN-2, INSTALLED IN TRENCH, DUCT
BANK OR CONDUIT
NO. 6 AWG, 600V EQUIPMENT GROUND, THWN-2,
INSTALLED IN TRENCH, DUCT BANK OR CONDUIT
NON-ENCASED 2" PVC/HDPE CONDUIT
SUBGRADE PREPARATION, 12"
MODIFIED SUBBASE, 8"
PAVEMENT, PCC, 8"
PAVEMENT, PCC, 4", SIDEWALK
16
8
Owner:Owner's Project No.:N/A
Engineer:Engineer's Project No.:0T5.128665
Contractor:Contractor's Project No.:N/A
Project:Agency's Project No.:N/A
Contract:################
Application No.:7 - Final Application Period: From 06/01/25 to 08/25/25 08/26/25
A B C D E F G H I J K L M
Previous Amount
Stored
($)
Amount Stored this
Period
($)
Amount Stored to
Date (G+H)
($)
Amount Previously
Incorporated in the
Work
($)
Amount
Incorporated in the
Work this Period
($)
Total Amount
Incorporated in the
Work
(J+K)
($)
Div 1 - Item A4 S512013126.0
02 L-125 Apron Overhead Light Fixtures Contractor Shop 1 1,324.20 - 1,324.20 1,324.20 - 1,324.20 -
Div 1 - Item A4 S512013125.0
03 L-125 Apron Overhead Light Fixtures Contractor Shop 1 12,806.43 - 12,806.43 12,806.43 - 12,806.43 -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
14,130.63$ -$ 14,130.63$ 14,130.63$ -$ 14,130.63$ -$
Contractor's Application for Payment
Materials Stored Incorporated in Work
South Apron Reconstruction
Materials Remaining in
Storage
(I-L)
($)
Application
No. When
Materials
Placed in
Storage
Con-Struct, Inc.
FAA: 3-19-0004-030-2023, -031-2023 & -032-2024 IaDOT:9I240AMW100
City of Ames
Bolton & Menk, Inc.
Application Date:
Stored Materials Summary
Totals
Storage Location
Description of Materials or
Equipment Stored
Submittal No.
(with
Specification
Section No.)
Supplier
Invoice No.
Item No.
(Lump Sum Tab)
or Bid Item No.
(Unit Price Tab)
16
9
ITEM #:22
DATE:09-09-25
DEPT:P&R
SUBJECT:COMPLETION OF LLOYD KURTZ MINI PITCH (FRIEDRICH PITCH)
PROJECT
COUNCIL ACTION FORM
BACKGROUND:
The Lloyd Kurtz Mini Pitch Project includes the construction of a mini pitch and accessible
sidewalks at Lloyd Kurtz Park, 3710 Hyde Ave.
The mini pitch consists of a 108-foot by 53-foot post-tension concrete court designed for small-
sided soccer (futsal). The pitch is enclosed by a rebound fence system with goals, benches,
and lights. Sidewalks were installed within the project making the mini pitch accessible from
the Bloomington Road shared use path, Stonebrook Community Church parking lot, and north
trail which also connects to the existing basketball court, shelter and playground.
Prior to this project, a public meeting was held with the neighborhood. Several concerns
neighbors expressed were addressed in the final design of the project, including the
accessible sidewalks, a drinking fountain, a push button for lights after sunset, in-school and
summer programmed hours for the lights, and the pitch dedicated to soccer (futsal play) only.
In August 2024 City Council approved plans and specifications for the project. Clapsaddle-
Garber Associates, Inc. (CGA) developed a survey, along with plans and specifications for the
project. CGA's services within the project totals $22,624.
At its January 14, 2025 meeting, City Council awarded three contracts in the amount of
$299,372.27. City Council also approved the reallocation of Capital Improvement Project
(CIP) savings for the Community Center Gym Flooring Project in the amount of $90,230,
to be used for this project.
Bid Package 1 was awarded to Caliber Concrete LLC for concrete and grading, in the amount
of $182,462.27. Four change orders were issued within the bid package, which included one
deduct, for a total change of $4,178.10. This resulted in a total contract amount of
$186,640.37.
Bid Package 2 was issued to Caliber Concrete LLC for the mini pitch system, lights, and
acrylic surfacing in the amount of $109,300.
Bid Package 3 was awarded to Van Maanen Electric, Inc. in the amount of $7,610 to make the
electrical connections from Bloomington Road to the Mini Pitch.
Other miscellaneous expenses associated with the project including installation of the drinking
fountain, testing and inspections, signage, and donor recognition. These miscellaneous
expenses total $34,657.20.
Additional revenues in the amount of $84,500 were also obtained for the project through
170
community donations and a grant through the Delta Dental of Iowa Foundation.
A breakdown of total project cost is shown below.
Item Expenses Revenues
Design - CGA $ 22,624.00
Bid Package 1 - Caliber Concrete LLC (includes change
orders) 186,640.37
Bid Package 2 - Caliber Concrete LLC 109,300.00
Bid Package 3 - Van Maanen Electric Inc 7,610.00
Miscellaneous 34,657.21
Initial Project Funding 351,190.00
Delta Dental Foundation of Iowa Grant 20,000.00
Community Donations 64,500.00
TOTAL $ 360,831.58 $ 435,690.00
In accordance with previous City Council direction, the savings from this project have been
reallocated to the Park Maintenance Facility Expansion Project.
The project is now complete and a ribbon cutting ceremony was held in early August 2025.
ALTERNATIVES:
1. Accept completion of the contract(s) for the Lloyd Kurtz Mini Pitch Project, including:
a. Caliber Concrete LLC in the amount of $186,640.37(bid package 1, with changes).
b. Caliber Concrete LLC in the amount of $109,300 (bid package 2).
c. Van Maanen Electric Inc in the amount of $7,610 (bid package 3).
2. Do not accept the completion of the contract(s) for the Lloyd Kurtz Mini Pitch Project, and
direct staff to make changes to the project.
3. Refer back to staff.
CITY MANAGER'S RECOMMENDED ACTION:
The City desires to offer diverse recreational opportunities throughout the community.
The addition of the Mini Pitch (Friedrich Pitch) at Lloyd Kurtz Park is a new, unique
amenity within the park system. Staff presented the project to the neighborhood and
implemented many of their suggestions and addressed their concerns within the
project. The project has received positive support from the neighborhood, Stonebrook
Community Church, and community overall. Therefore, it is the recommendation of the City
Manager that the City Council adopt Alternative No. 1, as described above.
171
To:Mayor & City Council
From:Ameilia Schoeneman, Planning & Housing
Date:September 9, 2025
Subject:Release of Financial Security
Item No. 23
MEMO
On November 14, 2023, in conjunction with a Boundary Line Adjustment, the City
Council granted a deferral of sidewalk installation at 4004 and 4008 Cochrane
Parkway. The property owners posted financial security with the City. The
Sidewalk has now been completed, and the financial security in the amount of
$3,073 can now be released.
The attached memo provides further details regarding this request.
ATTACHMENT(S):
4008 Cochrane Sidewalk Release.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
172
MEMO
Planning and Housing 515.239.5400 main 515 Clark Ave., P.O. Box 811
Ames, IA 50010
www.CityOfAmes.org
To: Renee Hall, City Clerk
From: Amelia Schoeneman, Department of Planning & Housing
Date: September 3, 2025
Subject: Release of Financial Security for Amy and Corey Schmidt Sidewalk, 4004
and 4008 Cochrane Parkway
On November 14, 2023, in conjunction with a Boundary Line Adjustment, Council
granted a deferral of sidewalk installation at 4004 and 4008 Cochrane Parkway. Ames
Municipal Code Chapter 23 Subdivisions requires the extension of a sidewalk when
only partial frontage improvements exist prior to approval of a Boundary Line
Adjustment. As an alternative to constructing an improvement prior to platting, deferral
can be requested to postpone the sidewalk installation until after approval of a plat.
Cash security covering the estimated cost is to be provided.
As part of the initial deferral, the sidewalk’s installation was to be completed within 13
months of the Planning Director's approval of the plat (by December 28, 2024).
Construction was to occur concurrently with the construction of a pool.
Due to construction delays, the owners requested an additional nine-month deferral
until August 28, 2025. This request was granted by Council on December 10, 2024.
The sidewalk has been completed and the installation approved. Please process the
release of $3,073 to:
Amy Schmidt
4008 Cochrane Parkway
Ames, Iowa, 50014
Please let me know if I can provide additional information or assistance.
173
ITEM #:24
DATE:09-09-25
DEPT:CMO
SUBJECT:AMENDMENT TO ASSET CONTRACT WITH THE SALVATION ARMY FOR
FY 2025/26
COUNCIL ACTION FORM
BACKGROUND:
Starting in FY 2024/25, The Salvation Army (TSA) has been providing emergency shelter
through managing a hotel voucher program at a significantly larger scale than has been
previously provided by the organization to meet community needs. In FY 2024/25, the City
allocated $130,000 for emergency shelter/hotel vouchers through the Analysis of Social
Services Evaluation Team (ASSET) process. Story County allocated $100,000 and United
Way of Story County allocated $16,228. For the 2024/25 fiscal year, TSA reported that 547
unique clients were served through the hotel vouchers.
For FY 2025/26, the City Council approved $120,000 for emergency shelter at a unit rate of
$75.91, which includes 24 hours of shelter and one meal per person. Story County has
approved $88,000 for this service, and United Way of Story County has approved $16,228.
The City's current contract with TSA is included as Attachment A.
As of August 20, 2025, $53,820.19 (approximately 45% of the annual allocation) of City
funding has been expended and $66,179.81 remains. Due to the year-round need for
sheltering services, staff was concerned about the rate of expenditures, and, therefore,
in early August requested TSA pause the hotel voucher program until the City and TSA
develop and agree on a plan going forward.
Staff has been engaged in several conversations with TSA in August and attached is an
amendment outlining additional requirements for the emergency shelter hotel voucher
services. The contract amendment (attached) does not add any additional funds to any
of the ASSET services TSA provides; however, it includes Exhibit B (see Attachment C)
which provides additional requirements for TSA's emergency shelter services to be
reimbursable by the City.
The key elements include:
1. A payment/reimbursable schedule that outlines a schedule for the use of the remaining
funds.
2. Criteria for eligibility for hotel voucher recipients and documentation requirements
3. Requiring TSA to develop or incorporate into its intake process for the hotel voucher
program a process asking the potential recipients of the service a set of questions to
learn more about their situation and needs. TSA would disclose this information to the
City at an aggregate level for client confidentiality purposes.
4. Requiring TSA to develop an agreed upon form for hotel voucher recipients to opt out of
174
allowing TSA to discuss their situation with service providers at the Homelessness
Outreach Services Team meetings.
5. Requiring TSA to provide at an aggregate level the information outlined in number 3
above information for clients that were served through the hotel voucher program.
ALTERNATIVES:
1. Approve the contract amendment to the ASSET contract with The Salvation Army for FY
2025/26.
2. Deny the amendment.
CITY MANAGER'S RECOMMENDED ACTION:
The City and TSA remain committed to serving the community through emergency
temporary sheltering. The proposed amendment to the existing ASSET contract with The
Salvation Army is an opportunity to outline expectations of the emergency shelter services
program while establishing a schedule for expenditure of the remaining of hotel voucher funds
for the rest of the fiscal year.
Additionally, the amendment includes a process for gathering information from
participants receiving a hotel voucher that will be shared with the City at the aggregate
level. This information has the potential to provide critical insight into community
needs around sheltering, which can help inform policymakers for the future.
The needs for sheltering outweigh funding available, as homelessness is a nation-wide issue
that is complex and difficult to address. This amendment will allow for the City and TSA to
continue their partnership in assisting unsheltered individuals/families through the
emergency sheltering/hotel voucher program. Therefore, it is the recommendation of the
City Manager that the City Council adopt Alternative No. 1, as described above.
ATTACHMENT(S):
Attachment A: FY2025-26 TSA Agreement.pdf
Attachment B: FY2025.26 TSA First Amendment.pdf
Attachment C: FY2025.26 TSA - First Amendment - Exhibit B.pdf
175
176
177
178
179
AMENDMENT NO. 1 TO CONTRACT FOR HUMAN SERVICES
BETWEEN THE CITY OF AMES AND THE SALVATION ARMY
WHEREAS, effective July 1, 2025, the City of Ames and The Salvation Army entered into an
agreement for funding for social services to be provided by The Salvation Army through the
City’s ASSET program; and,
WHEREAS, the parties wish to amend the agreement by the City around “Emergency Shelter
Services”; and
THEREFORE, the parties agree to amend their FY2025/26 prior agreement as follows:
1. Under Section II, “SCOPE OF SERVICES,” pertaining to the category of services called
“Emergency Shelter Services” is added:
Emergency Shelter Services will follow the process and schedule outlined in Exhibit B.
2. Under Section III, “METHOD OF PAYMENT”, Paragraph A is stricken and replaced
with the following:
“A. All payments to be made by the City of Ames pursuant to this Agreement shall be made on a
reimbursement basis for services provided in amounts not to exceed those outlined in Section II
above and following the schedule, if specified, as outlined in Exhibit B.
3. All other provisions of the original agreement remain in full force and effect.
IT WITNESS WHEREOF, the parties hereto have, by their authorized representatives, set their
hand and seal:
CITY OF AMES, IOWA ATTEST:
BY: __________________________ ____________________________
John A. Haila, Mayor Renee Hall, City Clerk
Date signed:___________________
[Continued on next page]
180
Page 2
Amendment to agreement between City
of Ames and The Salvation Army.
THE SALVATION ARMY (AGENCY) Organization Address (please print):
BY:___________________________ _____________________________
Print Name and Title: Phone Number:
_____________________________ _____________________________
Date signed:___________________
181
1 of 2
EXHIBIT B: Contract for Human Services Between
the City of Ames and The Salvation Army
Emergency Shelter Services Guidelines
Payment Schedule:
Below is a payment schedule. Any funds not expended in the payment period will automatically
be carried over to the next period throughout the term of this contract, which ends June 30, 2026.
Payment Period Unit Rate Units per Period Amount
1 – September – October $75.91 88 $6,680.08
2 – November – February $75.91 608 $46,153.28
3 – March – June $75.91 175 $13,284.25
Beginning September 2025, when providing hotel vouchers, the provider agrees to
1. Use the following criteria to determine eligibility for the voucher:
a. 30-day City of Ames residency
b. Verified referral or documentation (to be provided with reimbursement claims) by
HOST, ACCESS, Romero House, Mary Greeley, The Bridge Home, or other local
service providers as agreed upon by the City and The Salvation Army.
c. Recepient of voucher attests in writing to being unsheltered (to be provided with
reimbursement claims)
d. Prioritization based on vulnerability
2. Complete the reimbursement claim form per the claim’s instructions
3. Develop or incorporate into its intake process for the hotel voucher program a process
asking the recipients of the hotel vouchers for the following information, informing
recipients of hotel vouchers that this following information will be disclosed to the
funders at the aggregate level:
a. Do you legally own a home? Yes/No
b. Current Living Situation (identified by the client):
☐ Medical Vulnerability
☐ Unsheltered (e.g., street, car, encampment)
☐ Emergency Shelter
☐ Couch-surfing/Temporarily staying with others
☐ Prefer not to answer
☐ Other: ___________________________
c. Referral Agency
Agency Name: _______________________________________
Referring Staff Name: _______________________________
182
2 of 2
d. Client Request Details
• Date of Request: ____ / ____ / _______
• Requested Check-in Date: ____ / ____ / _______
• Length of Stay Requested: ______ nights
• Employed? Yes or No. If yes, how many hours per week: ______
e. Urgent Need / Reason for Request (identified by the client):
☐ Medical Vulnerability
☐ Extreme Weather
☐ Safety/Domestic Violence
☐ Recent Displacement
☐ Prefer not to answer
☐ Other: _____________________________
f. Please list the barriers you are experiencing in trying to secure housing (identified
by the client): __________
4. Develop an agreed upon consent form required for hotel voucher recipients to opt out of
allowing The Salvation Army, abiding by HIPPA rules, to discuss their situation with the
HOST service providers to see if additional care coordination and services can be
provided to support the client while unhoused. This form must be shared with the City
upon request.
5. Provide to the City within 30 days following the end of each payment period the
information outlined in number three (3) for clients served through the hotel voucher
program for the previous period (the period that most recently ended). This information
shall be provided at an aggregate level.
183
To:Mayor and City Council
From:City Clerk's Office
Date:September 9, 2025
Subject:Developer Incentive Requests
Item No. 25
MEMO
Please see the attached staff report and supplemental materials regarding the
Developer Incentive Requests.
ATTACHMENT(S):
Incentives Staff Report Sept 9th.pdf
1 Attachment Response Auburn Trail.pdf
2 Attachment Response Domani I.pdf
3 Attachment Response Greenbriar.pdf
4 Attachment Response The Bluffs at Dankbar.pdf
5 Attachment Development_Project_Overviews.pdf
6 Attachment Development Incentive Maps for Pioneer & Oversizing.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
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Staff Report
DEVELOPER INCENTIVE REQUESTS
September 9, 2025
BACKGROUND:
City Council reviewed a staff report at its May 27 meeting describing recent incentive
requests totaling approximately $10 million for residential developments within Ames. At
this meeting staff presented the following questions in effort to guide the Council in
prioritizing the incentive requests:
1) What types of development issues should receive City financial assistance?
2) What type of land use (single family, multi-family, commercial) should be
prioritized, if any, when determining who would receive financial assistance?
3) Should there be priority given to near-term housing opportunities (for example,
within three years) to receive financial assistance?
4) What is the maximum amount of financial assistance to which the Council would
be willing to commit to each year to accommodate the developers' requests? (By
total amount or by each fund)
Although the Council did not address these questions directly, it did request
additional information to help prepare for a continued discussion of the request.
Therefore, staff generated the following questions for the developers:
1) Are there any community benefits that extend beyond the boundary of the
project? (Example was given at the meeting of a water buyout applying only to
the project, but completing a missing street connection could benefit other areas?
2) What aspects of the project address City Council goals beyond land use
development goals, such as the Climate Action Plan initiatives, sustainability,
varied price points of housing, affordable housing, rental vs. ownership housing
opportunities?
3) What is the estimated incentive cost per dwelling unit within the project?
4) Are the incentive requests immediate needs to start a project or long-term needs
of the project over the many years of buildout?
5) What is the projected return on investment for the initial phase(s) as well as the
overall development returns?
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6) Are there changes to zoning standards that would increase yield and reduce
incentive requests?
7) Some developers requested ending the single-family ownership housing tax
abatement program that was requested last year and allowing for a developer
TIF rebates instead. What is the benefit of changing from a property tax
abatement incentive to a developer TIF incentive?
Developers for Domani I, Greenbriar, Dankbar, and Auburn Trail provided
responses to questions 1-7. The responses are included in Attachments 1, 2, 3,
and 4. The developer of Hayden’s Preserve did not reply.
In addition to these seven questions for the Developers, staff identified another
important policy question to be examined by the City Council. This question,
researched by staff and addressed within the report, is below:
8) What are other communities’ approaches to incentivizing development?
This report includes: 1) the original development description and development
incentive requests from the May Council meeting, additional information provided
by developers in response to Council questions, 2) a summary by staff of short-
and long-term costs by funding source, and 3) proposed infrastructure
categorization of Pioneer Infrastructure and Oversizing.
PROJECT SUMMARIES:
Attached to the report is a project location map and identification of the specific requests
for each project (Attachment 5). The following is a summary of each project and their total
financial request. The descriptions have been updated since May, as appropriate.
Hayden's Preserve
This development is a 170-acre site with Master Plan approval for up to 620 units. The
developer intends to propose increasing the total units of this site to approximately 6 60
units with a split of approximately 550 single family and 110 multi-family, along with 5.5
acres of commercial. The single family is a combination of townhomes and detached
single family. The developer was focused on a large first phase development concept
that could include 50 detached lots, 176 townhomes, and 110 apartment dwellings.
It should be noted that staff was notified at the beginning of August that the current owner
has put the property up for auction. The developer indicated that their request for
assistance would still be important to whomever the future developer of site would be
and, therefore, wanted their requested incentives to continue to be considered by Council.
The developer's total ask is estimated at $3.5 million to $4.7 million, depending on
rural water territory buyout calculations. The developer indicates that this level of
financial support is needed to make development of the site competitive with sites
they are developing in other communities.
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Auburn Trail
This development is 70 acres on the west side of Hyde with a master plan approval for
181 single family dwellings. The developer intends to increase density to approximately
200 units. Details regarding the first phase of development are unknown at this time.
The developer's total direct ask is estimated at $486,000 to $736,000, depending on
rural water territory buyout calculations. They also indicate that there is potentially
an additional financial gap depending on the final layout of the project and total
number of units to be developed.
Since May, Staff has reviewed a revised layout for the site the developer believes
improves the financial viability of the site. The developer noted in their responses that
based upon their recent subdivision layout updates, their request is now at the
lower end of the requested incentive range, $486,000.
Greenbriar
This development is a 150-acre site that is currently under consideration for
annexation. The City Council has directed staff to address infrastructure improvements
related to sewer, roads, and open space with a development agreement at the time of
rezoning.
No land use plan for development has yet been approved for the site. Based upon the
Ames Plan 2040 designations, it will include commercial, multi-family, and single family
attached and detached homes. Staff estimates the plan may include 450+ dwelling units,
split between 250 multi-family units and 200 single family units, plus 5-8 acres of
commercial land.
Development of the site requires extension of an east/west sewer from Hyde Avenue that
is related to the Hayden's Preserve project timing. The overall timing of Greenbriar and
the sewer extension is unknown.
The developers have indicated that a first phase of single-family homes could be
started next year without the Hyde trunk line extension if a "slip lining" project for
an existing sewer segment in Moore Memorial Park is completed independent of
the Hyde sewer extension. Staff estimates the slip line project would cost $250,000 and
could increase the capacity of this existing line to serve the southwest quadrant of the
site, which may yield capacity for 100+ single family housing units.
The developer's total direct ask is estimated at $4.3 million, plus additional park
development costs that are not yet estimated. Additionally, the developer believes
that even with the requested infrastructure assistance that the project is not
financially feasible without an opportunity to generate a 20% return on investment
of the land development. Therefore, they claim that a TIF rebate may also be
required to develop the project.
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Bluffs at Dankbar Farms Corner Outlot
This site is 20 acres in size and has been recently approved for rezoning of 6 acres of
commercial and 14 acres for a Senior/Assisted Living facility.
The current development agreement for this site requires turn lane improvements on
Cameron School Road and G.W. Carver Avenue at the developer’s cost. The site is also
subject to a sanitary sewer capacity limitation.
The developer's direct ask is estimated at $1.2 million to complete turn lanes along
Cameron School Road and GW Carver Avenue. Because of the existing
agreements, the developer is required to make these improvements with the next
Bluffs plat and development of the corner site, which is anticipated to be within the
upcoming year. The developer indicates that the City assistance would facilitate a
quicker rate of development for their project and potentially the Bluffs to the west.
Domani I
The project has an approved PRD plan that is partially built out. The extension of
Cottonwood is triggered with the next phase of development. The current development
agreement requires the extension at the expense of the developer. The remaining two
phases include 11 additional Domani lots and 12 custom home lots for a total of 23 lots.
The developer's direct ask is estimated at $371,000 for the cost of the Cottonwood
extension as a 31-foot residential collector street.
Ansley
Ansley is an approved Planned Unit Development with 170 residential lots. The approved
development is a mix of attached and detached single family dwellings with one site
intended for a commercial building. As part of the original subdivision approval, City
Council agreed to waive the developer’s responsibility to pave ½ of Cedar Lane
with the other half to be paid for by ISU. ISU had inherited the partial paving obligation
from buying land on the west side of Cedar Lane that was subject to development
agreement with the City.
While a development agreement has yet to be formally approved by the Council, the
waiver includes stipulations that Ansley’s engineers provide road construction plans to
the City at the time of a future final plat to then allow for improvement of Cedar Lane at a
time of the City’s choosing. The estimated cost to the City for half of the roadway
was $250,000.
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FINANCIAL CATEGORIES:
The developers’ “ask” for incentives is based upon their financial need in relation
to their desired return on investment. They proposed specific cost savings in
relation to Water, Sewer, Roads, Trails, and Parks improvements. In some cases,
the requests are to waive water and sewer connection fees and, in other cases,
their request is for the City to directly spend funds.
Staff has prepared below a summary by “Funding Source” of the total requests, including
the previous Ansley approval. Attached are tables broken down by project for each
source of funding. Ultimately, Council will want to consider the financial impacts to the
various funding sources as well as the total dollar amount requested.
Table 1. Total of All Six Developer Incentive Requests by Source
Incentive
Category
Source Total
Requests*
Years 1-3
Projected
Year 4+
Projected
Sewer
Connection Fee
Waive
Sewer Utility
$475,044 $154,006
$321,038
Water Connection
Fee Waive
Water Utility $60,804 $18,241 $42,563
Road/Signals Fee
Collection Waive
Road Use Tax $291,000 $291,000 $0
Sub-Total Waived $826,848 $463,247 $363,601
Trail Construction LOST $250,000 $ 250,000 $0
Rural Water
Buyout#
Water Utility $1,410,000 $ 430,100 $979,900
Road
Construction
GO Bonds
(Property Taxes)
$5,391,000 $3,341,000 $2,050,000
Water
Construction
Water Utility $0
Sewer
Construction
Sewer Utility
$1,802,000 $1,802,000 $0
Parkland
Acquisition
LOST $265,000 $265,000
Sub-Total New $9,118,000 $5,823,100 $3,294,899
Total $9,944,848 $6,286,347 $3,658,501
*Constant dollars based upon developer estimates, costs may be greater at the time of
construction
# Assumes renegotiated buyout fee for Hayden’s Preserve and Auburn Trail at $4,000 per
acre. Greenbriar already has a buyout figure of $3,000 per acre.
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Table 2. Summary Of Developer Incentive Request By Source
Total Requests
Projected Years 1-
3 Projected Year 4+
Sewer Utility $ 2,277,044 $ 1,956,006 $ 321,037
Water Utility $ 1,470,804 $ 448,341 $ 1,022,462
Road Use Tax $ 291,000 $ 291,000 $ -
Local Option
Sales Tax
(LOST)
$ 515,000 $ 250,000 $ 265,000
GO Bonds
(Property
Taxes)
$ 5,391,000 $ 3,341,000 $ 2,050,000
Totals $ 9,944,848 $ 6,286,347 $ 3,658,501
NOTE: There remain approximately $2,7748,750 of Federal ARPA monies that are
available to fund some of the requests.
DEVELOPMENT PHASES:
Based upon developer responses, staff estimated the following costs for each project and
unit production for three years. The three-year average would be nearly 110 units a year.
These figures are specific to the developments requesting incentives. Other housing
could also be developed on infill sites elsewhere in the City and within other previously
platted subdivisions.
Table 3. Development Costs and Phases
Name Buildout
SF/MF Est.
Units
Buildout
Total
Incentive
Request
Buildout
Total
Cost Per
Unit
Years 1-
3 SF/MF
Units
Years 1-3
Total Costs
Years 1-3
% of
Incentive
Total
Years
1-3 %
of
Units
Built
Hayden’s
Preserve
660 $3,534,748 $,5355 125 $2,782,824 79% 19%
Auburn
Trail
180 $486,000 $2,700 75 $223,600 46% 42%
Greenbriar 450 $4,103,100 $9,112 75 1,708,923 42% 17%
Dankbar
Farms at
the Bluffs
Assisted
Living and
Commercial
$1,200,000 NA -0- $1,200,000 100% NA
Domani I 23 new lots
(original
project total
63 units)
$371,000 $16,100
($5800
for total
units)
25 $371,000 100% 75%
Ansley
Council
previously
agreed to
waiver of
Cedar Ln
paving
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remaining
lots (original
PUD
approval for
170 units)
$250,000 $1,470 25 -0- 0% 25%
Total 1,475 $9,944,848 $6,742 325 $6,286,347 63% 22%
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PIONEER AND OVERSIZED INFRASTRUCTURE:
Ames Plan 2040 discusses growth policies and infrastructure needs within the Growth
and Land Use Chapter. The Plan describes the concepts of pioneer infrastructure and
oversizing of infrastructure to serve long term growth. No specific policy is established in
the Ames Plan 2040 as the timing and costs of infrastructure improvements were not
predictable, making it a decision of future Councils on how to proceed with infrastructure
related to growth.
Staff would define the infrastructure described in Plan 2040 as follows:
PIONEER INFRASTRUCTURE consists of the large-scale improvements needed to
serve large areas of land consistent with growth areas of Ames Plan 2040. Such
infrastructure may fill a gap in development or be a type of improvement that must
be coordinated with multiple developments in one phase. Typically, Pioneer
Infrastructure would be pre-planned and included by the City Council within the 5-year
CIP.
Funding of Pioneer Infrastructure is dependent upon budgeting decisions of the
City Council on an annual basis. Pioneer Infrastructure costs may be recaptured in
whole or in part through property assessments, connection districts, and in-lieu-of
fees. In some cases, there may be no recapture of costs by the City.
Examples of Pioneer Infrastructure include the recent water and sanitary sewer
investments made by the City for the east, west, and south that either filled a gap or
allowed for development opportunities for multiple properties. These recent
improvements were financed with one-time ARPA funds.
Another example of Pioneer Infrastructure would include paving of a gravel road in two
situations. The first situation includes paving a road when its improvement is beyond the
scope or scale of any one project and there is a benefit to multiple development sites.
The second situation may be that a limited amount of frontage is improved along a longer
gravel road that does not connect to other paved roads and it would not be an
improvement of long-term value.
OVERSIZING is a more common infrastructure policy intended to help defray the
cost of infrastructure that is sized beyond the immediate development project
need, in order to serve other properties in the future.
Examples include increased pipe diameter, pipe depth, road width, and road thickness.
Other features of roads such as bike lanes and traffic calming could be included within
this category to implement complete streets policies. Typically, these costs are 20-30% of
the project construction costs.
For oversizing, the City has paid for the share of excess cost related to the greater
dimensions through completing off-setting projects, since payment to the developer is not
allowed for a public improvement.
The AEDC Taskforce letter discussed in December 2023 referenced a need for the City
to consider support for pioneer and oversized infrastructure. The letter urged a broad view
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of Pioneer Infrastructure that included potentially widening of roads for turn lanes and
intersection improvements that otherwise might be viewed as development impacts. This
would relate to turn lanes on Hyde and for GW Carver as requested by developers.
In review of the developer requests, staff believes that some of the infrastructure
requests clearly fit within the concept of Pioneer Infrastructure and Oversizing as
described above. The following table identifies these projects and estimated costs.
Attachment 6 includes a map of these projects.
Table 4. Proposed Pioneer and Oversizing Projects
Improvement Development Project
Affected
Pioneer Est.
Cost
Oversizing Est.
Cost (% of total)
Hyde Avenue Trail-
Harrison to 190th
Hayden’s Preserve &
Auburn Trail
$1,000,000
(100%)
East/West Sewer -Hyde
to under the Rail Road,
could be considered
pioneer or as partially
oversizing
Hayden’s Preserve &
Greenbriar &
AGCC/Irons
$1,500,000
(100%)
Sewer Slip Lining Greenbriar $250,000
(100%)
Stange Road Extension
(assumed constructed in
phases and not at one
time)
Greenbriar $540,000
(30%)
Cameron Traffic Signal Greenbriar/ Dankbar $250,000
(50%)
Cottonwood Extension Domani I $92,750
(25%)
Total $2,750,000 $882,750
The Hyde Trail is part of the Hayden’s Preserve request for the City to take over the
obligation to construct an off-site trail across the Sturges and Iowa Natural Heritage
Foundation (INHF) property frontage at an estimated cost of $250,000. The remaining
segments are to be built by the developers of Hayden’s Preserve and Auburn Trail.
However, staff proposes that the entire project from Harrison to 190th be
categorized as a City Pioneer Infrastructure project rather than just the one
segment as requested, to avoid piecemealing.
The East/West Sewer project is unique because of the Hayden’s Preserve Development
agreement with the City. The current development agreement requires the majority of the
extension to be completed by the developer at their cost as they develop. In this scenario
it appears it would be a very long wait for the sewer line to be constructed and reach the
west property line at the railroad where it would then cross to Greenbriar. Additionally, as
originally contemplated, this was an extremely deep sewer that was not in a desirable
location, creating challenges both for the developer and the City staff who would be
required to maintain it.
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Staff has investigated an alternate route south of Hayden’s Preserve that crosses through
INHF land before then going through the southern portion of Hayden’s Preserve and then
under the railroad to the Greenbriar site.
To accomplish this new sewer line route, an easement would be required from INHF and
Hayden’s Preserve. Preliminary discussions with INHF indicate this is possible. Hayden’s
Preserve would also have to agree to an alignment and easement to allow for this Pioneer
Infrastructure project to proceed. A portion of the sewer through INHF would clearly
be Pioneer Infrastructure as closing a gap, while the remaining length could be
viewed as Pioneer Infrastructure by serving two developments similar to the
recently built sewer extensions to the south and west.
HOW OTHER CITIES ADDRESS INFRASTRUCTURE EXTENSION IN GROWTH
AREAS
City Council requested information about how other cities address infrastructure
extensions for planned growth areas. Not all cities have the same utility and water territory
issues as Ames, which complicates comparisons. From staff’s experience there is wide
range of practices, from no City financial assistance to substantial financial
assistance (either directly or indirectly). At the time of the Council’s consideration of
the city-wide tax abatement program, staff discussed incentives being offered by various
cities. Generally, smaller cities were more inclined to offer incentives and larger
communities did not offer residential incentives to developers.
With that said, staff has a good understanding of how Ankeny and Waukee, two of the
fastest growing cities, approach development.
Ankeny
Ankeny will make “Pioneer” infrastructure investments as part of its CIP for
roadways, water, and sewer. The city does not provide direct incentives to
residential developers. Pioneer roadways are commonly constructed by Ankeny and an
assessment is applied to abutting properties, which, depending on timing and whether it
is an agriculture use, may or may not be partially recouped by the City based upon terms
of state law.
Ankeny also will provide financial assistance in limited situations for culverts, but the
financial support depends on timing and budgeting in response to a developer’s request.
Ankeny utilizes connection districts for water and sewer extensions where the city is
reimbursed from fee payments when a conne ction is made to its systems. Ankeny will
contribute to oversizing credit when applicable for water and sewer infrastructure. While
Ankeny does not have rural water territory that requires buyouts, it does require park
dedication or in-lieu-of fees with each subdivision.
Waukee
Waukee does not directly incentivize residential development and has variable
policies about extending infrastructure and oversizing. Waukee is generally similar
to Ankeny, but does not appear to have as proactive of a roadway improvement program
at this time.
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Waukee has used commercial TIF to fund arterial street extensions that could benefit
growth areas, but does not utilize residential TIF. Waukee will assist in large box culvert
costs for stream crossings. Water territory buyouts do apply in Waukee, but the cost is
based on the depreciated value of rural water infrastructure, not on territory buyout
acreage basis.
Waukee does have a park dedication requirement.
Overall, it appears that there is some investment by communities in Pioneer
Infrastructure and Oversizing, but it is guided primarily by each city’s own planning
and budgeting with some costs recouped through assessments and connection
fees.
POSSIBLE OPTIONS:
1) The City Can Pay For The Cost Of Oversizing Projects As Described in Table
4 Of This Report
With staff’s categorization of Oversizing, $882,750 or 9% of the overall developer
requests are addressed with the City assuming responsibility for the projects as
shown in Table 4. These costs would be primarily allocated to utility funds, the
Local Option Sales Tax Fund, and the General Fund through General Obligation
bonds financed by property taxes.
2) The City Can Provide The Remaining ARPA Monies To Fund The Developers’
Incentive Requests
With the City’s $2,748,750 of remaining ARPA funding, 28% of the developers’
incentive requests will be addressed. This is the same source of funding that was
used recently to pay for Pioneer Infrastructure to the Ames 2040 Plan growth
areas.
These funds can be directed towards any of the individual developer infrastructure
requests.
3) The City Can Pay For The Cost Of Pioneer Infrastructure Projects As
Described in Table 4 Of This Report
With staff’s categorization of Pioneer Infrastructure, $2,750,000 or 28% of the
overall developer requests are addressed with the City assuming responsibility for
the projects as shown in Table 4. These costs would be primarily allocated to utility
funds, the Local Option Sales Tax Fund, and the General Fund through General
Obligation bonds financed by property taxes.
4) Short-Term Incentive Option
An additional option would be to create a short-term stimulus program for
development based TIF rebates. This approach would allow developers to rely
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on TIF rebates that they generate through their own development to fill their
financial gaps that are not addressed by one of the other options.
In this model, regardless of verifying the financial need for additional funding
incentives, the City would establish a short-term policy to reward developers that
are able to develop property quickly for single family residential development to
maximize their benefit of receiving TIF incentives. To promote this option, the
recently approved single family tax abatement program would have to end
sooner for those new developments that receive the TIF incentive.
Staff patterned this option after the current 5-year sliding scale abatement
program for single-family, owner-occupied homes. The proposal is to allow for
100% of TIF generated from a single-family home value, up to a $300,000 per
unit, to be rebated to a developer for a period of five years from when the home
is completed. Eligibility would only be for homes built in the next three years as
short-term stimulus. This option would generate approximately $16,375 of
developer value per single family home over five years. The cost to the City of
lost tax revenue over five years would be similar to that of the current abatement
program for a $300,000 house.
Approval of the TIF Rebate would require a negotiated development
agreement that addresses the developers’ required master plans for uses
and identifies phasing of construction of infrastructure needed for the long-
term buildout of the project.
The intent of the rebate is to assure some of the needed infrastructure is built
concurrently with development and it is not solely an increase in profits for a first
phase of development. The TIF rebate policy would only apply to development
within the Plan 2040 Growth Areas.
4) Do Not Offer Any Additional Incentives To Spur New Residential
Development
STAFF COMMENTS:
• Due to the substantial amount of requested financial incentives and inability
to verify developer needs for assistance, staff finds it difficult to assume that
increasing utility rates and property taxes to cover all of the requests will be
palatable to City Council.
• The City Council must decide which developers should receive incentives
and how much should they receive. Even with this guidance, staff believes
the City Council will need to identify the timing to grant the incentives in
accordance with the guidelines established each year for the budget/CIP.
• It would appear fair that a developer is not asked to pay for the extra cost to
construct roads, sewers, or water mains that are oversized to serve other
developments.
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• Since some of the larger cities in the state pay for Pioneer Infrastructure
projects, it appears appropriate for the Council to also provide this incentive.
However, in order to avoid a misunderstanding as to which project is
considered Pioneer Infrastructure, the City must identify which projects
qualify, which staff has done in Table 4.
In addition, even some of the larger cities require the developer to pay a
portion of the Pioneer Infrastructure projects. It will be up to the City Council
to decide what, if any, portion of the Pioneer Infrastructure project cost
should be assigned to the developer.
• Given these six developments are projected to yield 1,475 residential units,
the incentive package being offered should not be viewed as a precedent for
all future residential developments.
• The City Council can decide to combine some of the options identified
above.
• There has been no information offered to reflect how the incentives being
requested will help reduce the cost of housing.
• The ARPA funds can be utilized to either reduce the cost of the City’s
obligations for building infrastructure or the developers’ obligations.
• Should the Council wish to expedite the construction of new residential
housing units, the project to slip-line the sanitary sewer in Moore Memorial
Park has the ability to immediately facilitate the construction of 100+ housing
units at a relatively low cost ($250,000) compared to other developer
incentive requests.
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Auburn Trail – Development Incentives Follow Up
August 5, 2025
1. Are there any community benefits that extend beyond the boundary of the
project? (Example was given at the meeting of a water buyout applying only to
the project but completing a missing street connection could benefit other
areas, It’s possible not all projects will have a benefit.)
Yes, the project provides a community benefit beyond its boundaries by enhancing
protections for the Ada Hayden watershed. The development will implement
stormwater management practices and environmental standards that are
significantly more protective than those associated with traditional row crop
agriculture. These improvements will help reduce nutrient runoff and preserve water
quality, benefiting not only the immediate site but also the broader Ames
community that relies on the Ada Hayden watershed as a critical resource.
2. What aspects of the project address City Council goals beyond land use
development goals, such as the Climate Action Plan initiatives, sustainability,
varied price points of housing, affordable housing, rental vs. ownership housing
opportunities?
The project supports several City Council goals beyond traditional land use
development, particularly in the areas of sustainability, housing diversity, and
energy efficiency.
Energy Efficiency & Climate Action Plan: All homes will be built to
significantly higher energy efficiency standards than the current average of
Ames’ existing housing stock. This will help reduce greenhouse gas
emissions and support the goals outlined in the City’s Climate Action Plan.
Sustainability: By incorporating modern building practices and efficient
home systems, the project promotes long-term environmental sustainability
and reduced energy consumption.
Housing Diversity & Affordability: The development will offer a range of
housing options across 3 price categories, creating opportunities across a
range of demographics and price points.
Ownership & Rental Opportunities: The project will likely include both
rental and owner-occupied units, addressing the needs of different
household types and supporting greater housing choice within the
community.
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3. What is the estimated incentive cost per dwelling unit within the project?
Based on the most recent conceptual layout, if the City is successful in
renegotiating the Xenia water buyout agreement to align with the Greenbriar rates,
the estimated incentive cost savings would be approximately $1,481 per dwelling
unit.
4. Are the incentive requests immediate needs to start a project or long terms
needs of the project over the many years of buildout? (Essentially please
address phasing of the developments to understand timing and cost of when
assistance is needed for the project and what it takes to get it started)
The incentive request related to the Xenia buyout agreement is an immediate need
tied to the initial phase of the project. Renegotiating the agreement does not require
a financial contribution from the City but would need to be addressed prior to
approval of the first final plat. Taking this step early would help remove a key barrier
to getting the project underway.
5. What is the projected return on investment for the initial phase(s) as wells as
the overall development returns?
As with most developments, the initial phases are expected to carry a negative
return due to upfront infrastructure and entitlement costs. Our objective is to
achieve a return that is reasonable in relation to the level of risk involved. However,
given the uncertainty of long-term lot demand and broader economic conditions—
such as the potential for a recession—it is not possible to accurately project the
return on investment over the full buildout period at this time.
6. Are there changes to zoning standards that would increase yield and reduce
incentive requests?
Yes, we are currently working with City staff on a layout that allows lots along the
spine road. We believe that this change—combined with a successful renegotiation
of the Xenia water agreement—will significantly improve project feasibility and
reduce the need for additional incentives, enabling us to move forward with
development.
7. Some developers requested ending the single-family ownership housing tax
abatement program that was requested last year and allowing for a developer
TIF rebates instead. What is the benefit of changing from a property tax
abatement incentive to a developer TIF incentive?
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The original single-family property tax abatement program had several limitations
and, as initially implemented, did not achieve the desired impact on homebuyers. In
contrast, transitioning to a developer-based Tax Increment Financing (TIF) incentive
offers several key advantages:
• Better Alignment with Infrastructure Needs: A developer TIF provides more direct
support for funding essential infrastructure improvements—critical for getting
projects underway.
• Flexibility and Administrative Efficiency: TIF is a more flexible tool that is generally
easier for the City to administer compared to individual property tax abatements,
which can be complex and less predictable in their impact.
• Accelerated Project Timelines: TIF incentives can help move projects forward
more quickly by eliminating the need for the City to pre-fund infrastructure through
its Capital Improvements Program (CIP).
• Performance-Based Benefit: TIF is only paid out if the development is successful
and results in increased property tax revenues. This ensures the City receives a
return on its investment while supporting growth.
• Difficult to Measure Current Abatement Impact: Given recent economic
conditions and market slowdowns, it has been challenging to measure the
effectiveness of the current tax abatement program, further supporting the need for
a more impactful and responsive tool like TIF.
199
Keith Arneson <keithdarneson@gmail.com>
1. Are there any community benefits that extend beyond the boundary
of the project? (Example was given at the meeting of a water buyout
applying only to the project but completing a missing street
connection could benefit other areas, It’s possible not all projects will
have a benefit.) It seems to me that the goal of the City is to divert
traffic to University in the most expedient way. The completion of
Cottonwood would certainly meet this objective. Having a second exit
from Cedar to University is overdue. I believe this will create a much
more desirable/safer thoroughfare for people in the Ringgenberg,
Suncrest and Ansley subdivisions (as well as Domani). If left to
complete Cottonwood based on current sales velocity and absorption
(in a very challenged housing environment) will take 3-4 more years I
estimate.
2. What aspects of the project address City Council goals beyond land
use development goals, such as the Climate Action Plan initiatives,
sustainability, varied price points of housing, affordable housing,
rental vs. ownership housing opportunities? Domani is a new type of
housing in Ames. It is generally homes on small lots for people 55 and
older. It is a PUD housing development meaning significantly smaller
lots than conventional development. PRD was not available to me at
the time of development. This would have significantly changed my
cost structure and I believe increased the absorption rate of sales.
3. What is the estimated incentive cost per dwelling unit within the
project? Currently there are 33 lots left to develop in Domani. The total cost of
completion of Cottonwood is $370,496. Completion of just the paving and
curb for Cottonwood is $214,100. This means the impact to each of the 33
remaining lots in Domani would be a "contribution" of $6,485 to $11,227.
4. Are the incentive requests immediate needs to start a project or long
term needs of the project over the many years of
buildout? (Essentially please address phasing of the developments to
understand timing and cost of when assistance is needed for the
200
project and what it takes to get it started). If required for funding, I will
move up the development of the remaining lots from 3-4 years to
2026.
5. What is the projected return on investment for the initial phase(s) as
well as the overall development returns? It will increase customer
choice as I will open up 12 custom lots with the last 11 lots of Epcon
housing. The 12 custom lots will open 7 lots sized 0.5-1.0 acres in
size. This lot type is not currently offered in the area. My interest
charges/holding costs will likely be equal to the reduction in expense
for a contribution to completing Cottonwoods extension early.
6. Are there changes to zoning standards that would increase yield and
reduce incentive requests? Yes, increased density would increase
yield. However, when I met with the neighborhoods prior to
development it was made abundantly clear to me that the neighbors
were dead set against any type of rental property, especially attached
or multi-family. Even though this area was a "buffer" from all the multi-
family buildings on University and abbuting Domani, there was active
resistance to "transition" from Residential High Density to Residential
Low Density. In addition, the Burgason's would not allow the Epcon
style housing bordering any portion of Ansley. This is the reason I
have 12 full custom home lots at the south end of Domani. This is a
typical example of why infill development is so difficult in Ames. I have
developed 260 lots in Ames and most of it was infill.
7. Some developers requested ending the single-family ownership
housing tax abatement program that was requested last year and
allowing for a developer TIF rebates instead. What is the benefit of
changing from a property tax abatement incentive to a developer TIF
incentive? This is not of interest to me unless this is the only way
forward.
201
The Greenbriar – Development Incentives Follow Up
August 5, 2025
1. Are there any community benefits that extend beyond the boundary of the
project? (Example was given at the meeting of a water buyout applying only to
the project but completing a missing street connection could benefit other
areas, It’s possible not all projects will have a benefit.)
Yes, the project offers several community benefits that extend beyond its
boundaries:
• Enhanced Watershed Protection: The development will implement stormwater
and environmental standards that far exceed those of existing row crop production,
improving the long-term protection of the Ada Hayden watershed.
• Catalyst for Off-Site Improvements: The project will trigger much-needed
infrastructure upgrades at Cameron School Road and Stange Road, benefiting the
broader transportation network.
• Improved Connectivity: By connecting Stange Road from Northridge Heights to
Cameron School Road, the project will provide a new north-south route, easing
traffic congestion on the southern portion of Stange Road and George Washington
Carver.
• Sanitary Sewer Expansion: The project enables a sanitary sewer connection for
existing development near the Ames Golf and Country Club, supporting responsible
growth and improved service in that area.
• Substantial Increase to Tax Base: With an estimated $300 million in new
valuation, the project will significantly increase the City of Ames’ tax base, helping
to support city services and infrastructure over the long term.
• Potential Site for Public Safety Facilities: The project area may serve as a
strategic location for a future fire station or outpost, which would improve
emergency response times for residents on the north side of Ames.
2. What aspects of the project address City Council goals beyond land use
development goals, such as the Climate Action Plan initiatives, sustainability,
varied price points of housing, affordable housing, rental vs. ownership housing
opportunities?
The project supports several City Council goals beyond traditional land use
development, particularly in the areas of sustainability, housing diversity, and
energy efficiency.
202
- Energy Efficiency & Climate Action Plan: All homes will be built to
significantly higher energy efficiency standards than the current average of
Ames’ existing housing stock. This will help reduce greenhouse gas
emissions and support the goals outlined in the City’s Climate Action Plan.
- Sustainability: By incorporating modern building practices and efficient
home systems, the project promotes long-term environmental sustainability
and reduced energy consumption.
- Housing Diversity & Affordability: The development will offer a range of
housing options across 5 to 6 price categories, creating opportunities across
a range of demographics and price points.
- Ownership & Rental Opportunities: The project will include both rental and
owner-occupied units, addressing the needs of different household types
and supporting greater housing choice within the community.
- Neighborhood-Serving Commercial: Planned neighborhood commercial
space at the intersection of George Washington Carver and Stange Road will
provide local services and amenities, supporting walkability and daily
convenience for residents.
3. What is the estimated incentive cost per dwelling unit within the project?
It is difficult to accurately estimate the incentive cost per dwelling unit without
further guidance from the Council on the types and levels of support that would be
considered. However, a preliminary estimate is in the range of $10,000 to $15,000
per dwelling unit.
4. Are the incentive requests immediate needs to start a project or long terms
needs of the project over the many years of buildout? (Essentially please
address phasing of the developments to understand timing and cost of when
assistance is needed for the project and what it takes to get it started)
Several of the requested improvements are immediate needs required to initiate
development, while others can be phased over time as the project builds out:
• Immediate Needs:
o Sanitary Sewer (South): Repairs in Moore Park must be completed before any
development can occur in the southern portion of the site.
o Sanitary Sewer (North): A new connection to the east is required before
development can begin in the northern portion.
o Traffic Improvements: Off-site improvements to Cameron School Road and
George Washington Carver are likely needed in the early phases—within the
first one or two phases of the project.
203
• Longer-Term Needs:
o Stange Road Improvements: These can be phased over time and constructed
incrementally as the project progresses and demand increases.
o Xenia Rural Water Buyout: The City’s water utility fund could be used to
purchase water service rights from Xenia, allowing the City to provide water
service to new customers in perpetuity. This cost could be addressed over
time.
This phasing approach allows for strategic investment in infrastructure aligned with the
project’s growth while addressing the most critical barriers to starting construction.
5. What is the projected return on investment for the initial phase(s) as wells as
the overall development returns?
At this time, the project is projected to have a negative return overall, particularly in
the initial phases. This is primarily due to the significant upfront infrastructure and
development costs. While we aim for a return comparable to industry standards
given the level of risk, current projections indicate a negative return.
We are seeking a partnership with the City to help make the project viable and allow
it to move forward.
6. Are there changes to zoning standards that would increase yield and reduce
incentive requests?
It is too early to determine whether changes to zoning standards would increase
yield or reduce incentive requests, as the parcel is currently anticipated to be zoned
RN-4. A more accurate assessment will be possible once the zoning designation is
finalized and detailed site planning is underway.
However, based on our preliminary discussions with Planning staff, we are
optimistic that through continued collaboration, we can identify opportunities
within the RN-4 zoning framework to support a successful and viable project.
7. Some developers requested ending the single-family ownership housing tax
abatement program that was requested last year and allowing for a developer
TIF rebates instead. What is the benefit of changing from a property tax
abatement incentive to a developer TIF incentive?
204
The original single-family property tax abatement program had several limitations
and, as initially implemented, did not achieve the desired impact on homebuyers. In
contrast, transitioning to a developer-based Tax Increment Financing (TIF) incentive
offers several key advantages:
• Better Alignment with Infrastructure Needs: A developer TIF provides more direct
support for funding essential infrastructure improvements—critical for getting
projects underway.
• Flexibility and Administrative Efficiency: TIF is a more flexible tool that is generally
easier for the City to administer compared to individual property tax abatements,
which can be complex and less predictable in their impact.
• Accelerated Project Timelines: TIF incentives can help move projects forward
more quickly by eliminating the need for the City to pre-fund infrastructure through
its Capital Improvements Program (CIP).
• Performance-Based Benefit: TIF is only paid out if the development is successful
and results in increased property tax revenues. This ensures the City receives a
return on its investment while supporting growth.
• Difficult to Measure Current Abatement Impact: Given recent economic
conditions and market slowdowns, it has been challenging to measure the
effectiveness of the current tax abatement program, further supporting the need for
a more impactful and responsive tool like TIF.
205
The Bluffs-Development Incentives Follow Up
August 5, 2025
1. Are there any community benefits that extend beyond the boundary of the
project? (Example was given at the meeting of a water buyout applying only to the
project but completing a missing street connection could benefit other areas, It’s
possible not all projects will have a benefit.)
Yes, this request focuses on the offsite improvements that provide benefits well beyond
the project boundaries. In particular, the lane widening being proposed improves traffic
flow and safety, not just for future residents of the development, but for the broader
traveling public. This improvement enhances connectivity in a designated growth area
and aligns with long-term transportation planning goals.
While these enhancements serve a clear public interest, the cost burden is currently
placed entirely on the developer, even though the benefits extend well beyond the
project itself. A more balanced cost-sharing approach would better reflect the
community-wide value of the improvements.
It is important to note that the property was originally going to be Luther Church of Hope.
That was a tax exempt property. Now that it is going to be developed with commercial
and residential focus-that is new tax dollars for the community.
2. What aspects of the project address City Council goals beyond land use
development goals, such as the Climate Action Plan initiatives, sustainability,
varied price points of housing, affordable housing, rental vs. ownership housing
opportunities?
The Buffs Subdivision supports several City Council goals beyond traditional land use
development, particularly in the areas of sustainability, housing diversity, and energy
efficiency.
Energy Efficiency & Climate Action Plan: All homes will be built to significantly higher
energy efficiency standards than the current average of Ames’ existing housing stock.
This will help reduce greenhouse gas emissions and support the goals outlined in the
City’s Climate Action Plan.
Sustainability: By incorporating modern building practices and efficient home systems,
the project promotes long-term environmental sustainability and reduced energy
consumption.
Housing Diversity & Affordability: The development will offer a range of housing options
across 5 to 6 price categories, creating opportunities across a range of demographics
and price points.
Ownership & Rental Opportunities: The project will include both rental and
owner-occupied units, addressing the needs of different household types and supporting
greater housing choice within the community.
206
Commercial Opportunities: There will be neighborhood commercial services at the
intersection of GWC and Cameron School Road.
3. What is the estimated incentive cost per dwelling unit within the project?
It is difficult to accurately estimate the incentive cost per dwelling unit. It is fair to say
that the incentive will accelerate building activity.
4. Are the incentive requests immediate needs to start a project or long terms needs
of the project over the many years of buildout? (Essentially please address
phasing of the developments to understand timing and cost of when assistance is
needed for the project and what it takes to get it started)
This project could be better coordinated with the development activities at The
Greenbriar. By the city leading the project, there can be a more integrated and
controlled process and coordination.
5. What is the projected return on investment for the initial phase(s) as wells as the
overall development returns?
Unknown at this time. We generally target market returns for the risk associated with the
investment.
6. Are there changes to zoning standards that would increase yield and reduce
incentive requests?
Unknown at this time. We have been able to work alongside city staff to achieve our
mutual goals.
7. Some developers requested ending the single-family ownership housing tax
abatement program that was requested last year and allowing for a developer TIF
rebates instead. What is the benefit of changing from a property tax abatement
incentive to a developer TIF incentive?
The original property tax abatement program had some limitations when it was
established and, as originally designed, it has not had the intended impact on buyers.
Transitioning to a Developer TIF (Tax Increment Financing) incentive would better
support the funding of necessary infrastructure improvements. Additionally, a TIF
program is more flexible and streamlined, making it easier for the City to administer while
ensuring that the development has the resources it needs to proceed efficiently.
207
Development Overviews
•Hayden’s Preserve
•Auburn Trail
•Greenbriar (former Borgmeyer farm property)
•Commercial Area of Bluffs at Dankbar Farms
•Domani I (south)
208
North Development Area
209
South Development Area
210
Hayden’s Preserve
•City complete east west sewer trunk line
•City pay for road creek crossing
•City complete turn lane improvements
•City reduce collection of water/sewer connection fees related to undeveloped open spaces (aprox. 21%)
•City reimburse developer for park land
•City waive traffic signal fair share payment
•City purchase Xenia Territory Buyout in lieu of developer
•City construct off-site trail along Hyde (Sturges/INHF property)
•Potential for TIF as developer rebate, exempt site from property tax abatement program
Existing Master Plan and Development Agreement- maximum of 620 units total for 170 acres
Proposed to change Master Plan, allow for more, townhomes, single family, reduce MF, keep commercial
Phase 1-Proposed 176 townhomes, 50 SF lots, 84 Multi Family Units, 24 MF units 5ac commercial
211
Auburn Trail
•City purchase Xenia Territory Buyout in lieu
of developer
•City waive traffic signal fair share payment
•City reimburse developer for park land
•Developer did not identify other specific
costs reductions noting there may still be
a potential gap
•Proposed TIF as developer rebate for other
reimbursements, exempt site from
property tax abatement program
Approved Master Plan Zoning and
Development Agreement
Allows for single family dwellings
180-200 units projected
212
Greenbriar
•City complete east west sewer trunk line to west side of Railroad
•City assist in extension of trunk line west through the property
•City complete off-site Moore Park sewer slip lining for first phase development
•City purchase Xenia Territory Buyout in lieu of developer
•City construct Stange Road Extension
•City construct all GW Carver improvements for turn lanes, shared use path, traffic signal
•City acquire parkland from developer
•Potential for TIF as developer rebate, exempt site from property tax abatement program
•NOTE-City may have an interest in acquiring site for temporary Station 4 facility, developer is willing to sell a property for a station house
Initiated Annexation, to include development agreement for sewer, road improvements, parkland, etc.
Plan 2040 designates as RN-4 for walkable mixed use and density neighborhood
Development Concept- 5-8 acres commercial//200 Multi Family Units//250 single family attached/detached dwelling types
Phase 1- May include SF units and/or Commercial
213
Bluffs at Dankbar Farms
•City complete Cameron School and GW Carver improvements for Turns Lanes and any needed widening
•Traffic study indicated a need for an additional lane to create left turn lanes at Cameron School Rd and for turning access to the site.
•Previously evaluated roundabout option that was preferred improvement but deemed to not be feasible for a single developer. City accepted a traffic signal plan as future improvement. Developer has contributed to traffic signal already.
20 Acre Outlot corner of GW Carver/Cameron School
Approved Development Agreement for Developer paid Road and Sewer costs
Development Concept- 6 acres commercial and Change zoning to FS-RM for Senior Assisted Living (Staff evaluating impacts of proposed change to City resources)
214
Domani I
Request-City construct extension of
Cottonwood as 31-Foot Street
Approved PRD Plan-
Final two phases include Domani Lots and
larger custom lots
Total of 23 Single Family lots to be platted
215
Ansley
Cedar Lane is unpaved south of Middleton
Road. Council agreed to waive developer
requirement with future phase to pave south
of Middleton. Half of the paving cost is an
obligation of ISU. Estimated City cost for ½ of
project was $250,000.
Development Agreement for paving is
pending. Developer to provide engineered
drawings for City to bid and construct road at
a time determined by City Council
Approved PUD and Plat
Previous approval by Council of Cedar Lane paving
May request sidewalk waivers or deferrals in the future
216
Financial Estimates -Hayden’s Preserve
Hayden's Preserve 170 ac
Preliminary City Cost
Estimates
Source Of Funds Options,
If a share is the City
15 Inch Sewer INHF Segment 1320 ft $ 792,000 ARPA/Sewer Fund
12 Inch Sewer Developer Use 900 ft $ 360,000 ARPA/Sewer Fund
Shared Use Path INHF/ Sturges 1320 ft (offsite gap)$ 250,000 ARPA, GO Bonds/Road Use
Greenway trail bridge already city cost future, previously agreed Park Development Fund/Grant
Water Connection Fees July 1 $1,689.00 /ac Reduce 21% for Open Space $ 60,297 Water Fund/no collection
Water buyout (Xenia) renegotiated per acre 4k assumption ($1.2 million
savings for developer if not City)$ 680,000 Water Fund
Sewer Connection Fee July 1 $2,554.00 /ac Reduce 21% for Open Space $ 91,178 Sewer Fund/no collection
Trafic Signal Bloomington (does not escalate)$ 85,000 ARPA, GO Bonds/Road Use
Turn Lane Hyde Into Site $ 200,000 GO Bond/Road Use
Park value of land 30k for 5.5 acres $ 165,000 Park Develoment Fund
East West Road Crossing Culvert $ 750,000 GO Bonds/Road Use
Total Ask Amount of City Assistance $ 3,534,748
Also requesting 10 years TIF up agreed upon limit for each Phase of
development
May propose redesign that also increases density of units to a total of 650
217
Financial Estimates -Auburn Trail
Auburn Trail (70 acres west of Hyde)
Preliminary City
Cost Estimates
Source Of Funds Options, If
a share is the City
Traffic Signal-Off Site Bloomington/Hyde (escalates per year)$ 106,000 ARPA, GO Bonds Streets
Water buyout (Xenia) renegotiated per acre assumption ($250k
savings for developer if not City)$ 280,000 Water Fund
Park land purchase and improvements $ 100,000 Park Develoment Fund
Other unspecified requests
Total Ask Amount of City Assistance $ 486,000
Other requests or savings estimated at $400,000 depending on final
site design and unit counts//May request TIF
218
Financial Estimates -Greenbriar
Greenbriar 155 acres
Preliminary City Cost
Estimates
Source Of Funds Options, If
a share is the City
Stange Collector Street Extension 3300 ft $ 1,800,000 GO Bonds/Road Use
Off site 12 inch sewer - ARPA/Sewer Fund
Off site 15 inch sewer - ARPA/Sewer Fund
12 Inch sewer extension under RR 500 ft to this site $ 250,000 ARPA/Sewer Fund
Sewer Connection Fees $4,419.00 /ac $ 662,850 Sewer Fund/no collection
Water Connection Fee (none required)none NA
On site sewer size 12 inch 500 feet oversized $ 150,000 Sewer Fund/GO Bond
Construct Slip Line of Sewer in Moore Memorial for 1st Phase $ 250,000 ARPA/Sewer Funds
Offsite Traffic Improvements(e.g. turn lanes, signal costs)$ 820,000 GO Bonds/Road Use
City acquisition of parkland and improvements no estimate available Park Develoment Fund
Xenia water buyout at $3000 per acre, previously negotiated $ 450,000 Water Fund
Total Ask Amount of City Assistance $ 4,382,850
Request for TIF rebate for remaining infrastructure costs, developer
estimate of $4,000,000 of potential need
219
Financial Estimates -Bluffs at Dankbar
Bluffs at Dankbar -20 Acres (6 ac commercial and 14 ac senior living)
Preliminary City
Cost Estimates
Source Of Funds Options,
If a share is the City
Cameron School Road and GW Carver Turn Lanes $ 1,200,000 GO Bonds/Road Use
Total Ask Amount of City Assistance $ 1,200,000
220
Financial Estimates -Domani I
Domani I-(23 single family units remaining)
Preliminary
City Cost
Estimates
Source Of Funds Options, If a
share is the City
Constructed Cottonwood Road as 31 foot Residential Collector Street $ 371,000 GO Bonds/Road Use
Total Ask Amount of City Assistance $ 371,000
221
Legend
Development
Parcels
PARCELS
Ames Corporate Limits
Incentive Request - Pioneer
Infrastructure
East/West Sewer
Extension
Hyde Avenue Trail
Extension
Sewer Slip Lining
Incentive Request -
Infrastructure Oversizing
Stange Road Extension
Cameron School Traffic
Signal Intersection
Improvement
Development Incentive Requests - North Ames
WESTON DR
G
E
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G
E
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C
A
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SE D W IC K S T
S TO C K BU RY ST
ALDRIN
AVE
W 190TH ST
A u b u r n T r a i l
B o r g m e y e r / G r e e n b r i a r
H a y d e n ' s P r e s e r v e
´
0 0.1 0.20.05
Miles
VEENKER DR
Approximate Sewer Slip
Lining Location
Moore
Memorial
Park
´
0 0.07 0.150.04 Miles
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GREE
N
HILL
S
D
R
WHITE
OAK
DR
COTTONWOOD R D
WESSEXDR
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C O T TO N W O OD RD
WHITETA
IL
LN
OAKWOOD RD
SUN CR E S T DR
S
5
3
0
T
H
A
V
E
U
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I
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E
R
S
IT
Y
B
LVD
A
U
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A
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UNIV
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R
S
I
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B
LVD
BOBCAT DR
COYOTE DR
UNI
V
E
RS
I
T
Y
BLV
D
Domani I
A n s l e y
Development Incentive Requests - South Ames
´Legend
Incentive Request -
Infrastructure Oversizing
Cottonwood Road
Extension
Development
PARCELS
Ames Corporate
Limits
0 0.07 0.150.04
Miles
223
To:Mayor and Ames City Council Members
From:Steven L. Schainker, City Manager
Date:September 9, 2025
Subject:Fire Station No. 2 Relocation Project
Item No. 26
MEMO
At the August 19, 2025 workshop, the City Council began a discussion regarding
the prioritization of the many major projects that have been mentioned in
previous separate City Council conversations, including: Fire Station #2
Relocation, Fire House #4, Ontario Community Park, Recreation Center,
Downtown Guiding Vision Elements, Downtown Parking Garage, and Developer
Incentive Requests. Since this was only the beginning of the prioritization
discussion, no final decisions were made at the August 19 meeting.
Staff pointed out that there were no timing issues with all of the proposed
projects except one, the Fire Station #2 project. This project, according to
state code, will require a referendum that can take place only in November of
each year.
The intent of this memo is not to continue the prioritization discussion for
all of the proposed projects, but only to determine if the Council wants to
hold a referendum for a relocated fire station in November 2025, or wait
until November 2026.
The deadline to place a referendum on the November 2025 ballot is
September 18, 2025. Should the City Council decide to establish a November
2025 referendum date, a special City Council meeting will be needed on
September 16 to approve a resolution placing the bond issue question on the
November ballot.
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
224
ITEM #:27
DATE:09-09-25
DEPT:ELEC
SUBJECT:ELECTRIC ENERGY UPGRADE PROGRAM AND USDA RURAL ENERGY
SAVINGS PROGRAM (RESP)
COUNCIL ACTION FORM
BACKGROUND:
In November 2024, the City of Ames submitted a letter of intent to apply for the Rural Energy
Savings Program (RESP) administered through the United States Department of Agriculture
(USDA). The City's proposal is to use the RESP funds to operate an on-bill financing program
to implement home energy retrofits, which would ultimately reduce energy use in the
community.
Through this program, the City would serve as a pass-through entity, using RESP
dollars to operate a revolving fund for the program. Funds would be drawn down from
the USDA as projects occur, and the City would utilize these to pay contractors directly
for individual projects. The City would then recoup investments over the customer
repayment period of 10-15 years for each project. At the end of the 20-year RESP loan
term, the City would remit all funds back to USDA.
On May 2, 2025, USDA responded, inviting the City of Ames to submit a full RESP loan
application for an amount up to $15 million. If the City is awarded these funds, the amount
provided will need to be repaid within 20 years, but the City would be charged no interest.
As part of the next steps in the application process, USDA requires that the City adopt
a resolution establishing the energy upgrade program. The goals of the program are to
increase access to energy efficiency retrofits, reduce peak demand, improve home health and
comfort, and stimulate economic development by hiring local contractors, while addressing the
significant barrier many homeowners face with investing in energy efficiency and renewable
energy improvements.
It should be noted that the programs discussed are only a vailable to City of Ames residents
who are also electric customers of the City’s utilities. It may be feasible to open the programs
up to non-electric customers at a later time; however, the project funding repayment charges
would need to be tied to the customer’s monthly water bill.
The program aligns with the following City plans and goals:
City Council Goal: We value environmental sustainability. Pursue initiatives that use new
and emerging technologies or processes to assist in meeting the Climate Action Plan.
Climate Action Plan
Big Move #1: Renewable Energy Generation
Low-carbon action 1.4: Solar PV on roofs
Big Move #2: Building Retrofits
Low-carbon action 2.3: High efficiency hot water in retrofit of homes
225
Low-carbon action 2.5: Retrofits of homes
Low-carbon action 2.6: Retrofits of nonresidential buildings
Low-carbon action 2.7: High-efficiency hot water in retrofits of non-residential
buildings
Low-carbon action 2.8: Heat pumps in non-residential retrofits
Low-carbon action 2.9: Heat pumps in residential retrofits
On-Bill Energy Efficiency Financing Model
In the on-bill financing model, the utility offers upfront low or no-interest investment for energy
upgrades, which may be too substantial in cost for a homeowner to consider implementing on
their own. The costs of the upgrades are repaid through the customer ’s monthly utility bill. The
City’s role in this model is to finance energy-efficient projects that customers choose to
implement.
Through the program, c ustomers experience much lower up-front costs to upgrade their
homes with energy-efficient equipment and avoid paying high interest rates through traditional
financing (e.g., bank loans). In the U.S., three out of four residential HVAC projects are
financed, often resulting in thousands of dollars in interest payments charged over the life of
an HVAC loan.
The alternative, an on-bill financing program model, enables savings while supporting the
adoption of efficient, electric equipment. While this would be the first program of its kind in
Iowa, this on-bill model has been successfully implemented in communities in other states.
There are approximately 100 similar programs in the country.
A 2022 study collected performance data on 24 similar programs in 10 states , including mostly
electric cooperatives, with some investor-owned utilities and municipal utilities. Utilities ranged
in size from 7,000 to over 1 million customers, and program inception dates ranged from 2002
to 2021. Cumulatively, there was over $50 million invested in almost 6,000 projects, with write-
off (uncollectable) rates ranging from <0.1% to 0.22%.
Energy Upgrade Program: SmartSave
The program being proposed for Ames, under the name SmartSave, is designed to make
installing upgrades straightforward and economical for Ames Electric customers. If the RESP
loan application is successful, the City would partner with a third-party program
operator to administer the program and handle most day-to-day activities. The program
operator would be selected through a competitive RFP process, with estimated annual
program operator costs of $96,000. The program operator would also work collaboratively with
staff to complete program design and start contractor engagement.
Contractors will be trained in the program and provided educational materials to share
with customers. Active participation by local contractors will be essential to a
successful program. The City would not assume responsibility for or issue any guarantees or
warranties regarding the performance of any contractor.
The SmartSave program would contain three tracks: 1) HVAC Replacement, 2) Clean Energy,
and 3) Whole-home Retrofits. The initial focus will be on track 1: HVAC Replacement. The
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other two tracks would start in year two.
Track 1: HVAC Replacement would offer options for customers whose HVAC systems are
nearing or have reached the end of their useful life. A streamlined process involving the
program operator's mobile application will enable contractors to quickly gather basic
information and present the customer with proposed investment and repayment terms. If the
customer chooses to participate, the City investment would cover the majority of the system
through the program, and the customer would pay a significantly reduced up-front cost to the
contractor. Similarly, Track 2: Clean Energy would enable customers to install solar with
significantly reduced up-front cost.
Under Track 3: Whole-home Retrofits, customers would start by signing up for a free energy
audit, where a qualified auditor gathers comprehensive data about the property. The program
operator then uses this data to model potential energy efficiency upgrades and predict
savings. This complex energy and financial modeling incorporates historical utility usage,
climate data, and information about the property such as heating sources, age, and air
tightness. The model identifies projects that qualify for financing, if any, and communicates
this to the customer in an offer.
The offer could include qualifying upgrades such as heat pump, water heater, EV charger,
insulation, or solar panels, and also include preliminary investment and repayment terms. The
customer then selects which upgrades to move forward with and chooses a contractor.
Customers would be free to choose any licensed contractor who has been trained in the
SmartSave program to perform the work.
All potential upgrades eligible for RESP funding are included in Attachment 4. Table 1 lists the
energy efficiency upgrades that staff intends to include in the program.
Table 1. Eligible Upgrades and Estimated Participation, Cost, Incentives, and Useful Life.
Track Eligible Upgrades
Average
Project
Cost
Target
Number of
Projects
per Year
Target %
of Total
Investment
Expected
Useful
Life
(years)
HVAC
Replacement
All-electric and dual-fuel
heat pumps.$12,000 80 50%18
Clean Energy
Solar, electrical panel
upgrades if necessary,
battery storage.
$17,000 15 15%20
Whole-Home
Retrofit
HVAC, electric water
heaters, EV charging,
weatherization, solar,
battery storage.
$18,050*40 35%10-25
*The average project cost for whole-home retrofit projects was determined by using a
weighted average for adoption of the eligible upgrades. The maximum amount financed for a
residential project is $30,000. Weatherization could include improved insulation, weather
stripping, window and door upgrades, and any other building envelope improvements.
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Repayment terms would be limited to 15 years or 80% of the upgrade's useful life, whichever
is less. Customers must agree to maintain upgrades per the manufacturer's instructions. The
on-bill charge would stay with the property in the event of a customer move-out or sale. Notice
of the repayment arrangement would be filed with the Recorder, with the anticipation that a
lien search would notify incoming property owners. On-bill charges are attached to the meter
and remain until the City's costs are fully recovered.
Feasibility Study
On May 13, 2025, the City Council authorized staff to work with the Iowa Economic
Development Authority and the Energy Efficiency Institute on a feasibility study. This project is
being worked on in parallel to the RESP application. The study has answered key outstanding
questions and concerns about the financing model, including program design, value to the
utility, and detailed program financials.
The feasibility study is being funded by the Iowa Economic Development Authority. Preliminary
results indicate that the program will be economically feasible if it is structured as outlined. The
study will continue through the end of September 2025.
The request to establish the program and authorize staff to apply for the RESP loan is before
Council now because the USDA's deadline to apply for the loan is September 10, 2025
(extended from the original deadline in July). It should be noted that the Council resolution
establishing the program and authorizing staff to apply for the USDA loan does NOT
obligate the City to receive the loan funds and implement the program. If the City's loan
application is successful, staff will return to seek Council's authorization on a loan
agreement.
RESP Loan
If the loan application is successful, the RESP loan terms would be for up to $15 million repaid
over 20 years at 0% interest. USDA may choose to fund the application at a lower amount, or
not at all. Even if awarded the full amount, loan funds are drawn down as they are used,
and the City would maintain full control over the scale of the program and the amount
of funds borrowed. Program year 1 would be treated as a pilot year, and the program will not
exceed $500,000 investment in the pilot year. More details on program financials can be found
in Attachment 5. Financial Forecast.
Additionally, USDA requires RESP loans to be secured with collateral, ensuring they are
repaid in the event of a default. Staff proposes to use electric utility fund balance as
collateral. Electric Services maintains approximately $50,000,000 in reserve funds. Due to the
revolving nature of the loan and repayment, USDA borrowing likely would not exceed
$10,000,000 at any one time. The City and USDA would agree on a process involving a joint
account where the City would maintain a balance no less than the outstanding loan amount.
USDA would hold priority over those funds in the event of a default by the City. As previously
mentioned, staff estimates the default rate, or write-off rate, for customer financing would be
less than 0.5%.
The City would charge a low, fixed fee on its investment offered to customers. USDA allows
RESP programs to charge up to a 5% fee. All fee revenue would be used to cover the
program operator cost. Staff estimates the City will need to charge a program fee of 0.25% to
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cover program costs. The City's financial commitment to administer the program would include
operations, loan loss reserve, program marketing, and staff time.
Program Start-Up – Start-up costs will be incurred before program launch. This includes
establishing the contractor network and designing program documents and processes,
outreach and marketing, and legal expenses. These one-time costs are estimated to be
$50,000, also to be paid for by Electric utility funds.
Operations – Program operational costs are estimated to be approximately $96,000 per
year. These include energy audits, program operator software use, administrative costs,
and quality assurance. Electric utility funds would pay for $75,000 of these costs, and
fees charged to participating customers would pay for the remaining $21,000 each year.
Loss Reserve – Write-offs, or uncollectables, have been estimated based on data from
numerous existing similar programs and the current Ames utilities write-off rate. It is
estimated that the program could result in $75,000, or 0.5%, in write-offs over 20 years,
and could be covered by existing Electric utility funds or by increasing the program fee, if
write-offs occur.
Staff Time – The Electric Services, City Manager's Office, Communications and
Outreach, and Customer Service teams would need to invest staff time to administer the
program in partnership with the program operator. Robust oversight of the program is
needed for quality assurance. Customer Service would manually apply and remove bill
charges to individual accounts at the start and end of each customer’s financing term.
Program costs are estimated in Table 2. Costs are dependent on the number of projects
completed, and were modeled based on full expenditure of $15 million in capital over 10
years. If fewer projects are completed and capital investment is less, program costs would
also decrease. Staff estimates direct costs to the City of $125,000 in year one, and $75,000
each in years 2 through 10.
Table 2. Uses and Sources of Funds
Use of Funds Source of Funds Amount
Feasibility Study Iowa Economic Development Authority Grant $37,500
Program Start-Up (marketing,
legal fees, program design)City of Ames Electric Utility Fund $50,000
Operations
(Program Operator)
$96,000/year
City of Ames Electric Utility Fund $75,000/year
USDA RESP Loan (program fee)$21,000/year
Working Capital USDA RESP Loan $15,000,000
Loss Reserve City of Ames Electric Utility Fund
Write-offs
(est.
$75,000)
The full contents of the RESP loan application are attached in Attachments 1-8, including
several legal documents that have been reviewed and approved by the Legal Department.
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ALTERNATIVES:
1. Approve establishing an energy upgrade program and authorizing staff to submit a
federal loan application for the USDA Rural Energy Savings Program in the amount up to
$15,000,000.
2. Do not establish an energy upgrade program or authorize staff to submit a federal loan
application.
3. Refer back to staff.
CITY MANAGER'S RECOMMENDED ACTION:
The proposed energy upgrade program would make significant progress towards Climate
Action Plan goals and result in cost savings for utility customers. The program would also
increase access to energy efficiency by removing the barrier of high up-front costs and
borrowing costs. Energy efficiency retrofits also benefit the utility through peak demand
reductions.
The program and federal loan application present risks, including write-offs, equipment
maintenance issues, and resident turnover. The program should start with a pilot phase and
scale slowly and methodically as the City and utility customers become more familiar with the
model. Staff believes repayment through the utility bill minimizes the risk of write-offs, as other
similar programs have experienced.
The next steps in exploring this energy upgrade program is for Council to establish an energy
upgrade program and authorizing staff to submit a federal loan application for the USDA Rural
Energy Savings Program in the amount up to $15,000,000. If awarded, staff will return for
Council approval of an agreement with USDA. If not awarded, staff will reevaluate the
program. Therefore, it is the recommendation of the City Manager that the City Council adopt
Alternative No. 1, as described above.
ATTACHMENT(S):
1. Cover Letter.pdf
2. Board Resolution.pdf
4. Multi-tier Environmental Agreement.pdf
5. Financial Forecast.pdf
6. & 7. City of Ames RESP Loan Application.pdf
8. Legal Documents (combined).pdf
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July 22, 2025
Rural Utilities Service, Electric Programs
U.S. Department of Agriculture
1400 Independence Avenue, S.W.
STOP 1560, Room 5138, South Building
Washington, D.C. 20250-1510
Attn: Mr. Christopher Mclean
Subject:City of Ames
Rural Energy Savings Program (RESP) Loan Application
IRS Taxpayer ID: 42-6004218
Unique Entity Identifier (UEI): UBM7TLNHUSW9
Dear Mr. McLean:
We are forwarding for your consideration our completed Rural Energy Savings Program (RESP) loan
application in the amount of $15,000,000, along with a copy being forwarded to our General Field
Representative, Whitney Baragary.
As required under the loan application checklist, the following are attached to this cover letter:
1. Application Cover Letter signed by highest ranking officer.
2. Signed Board Resolution approving the establishment of the program.
3. Articles of Incorporation and Bylaws or other applicable organizational documents.
4. Multi-Tier Action Environmental Compliance Agreement.
5. 10 Year Long Range Financial Forecast to include:
a. Current and Projected cash flows
b. Pro forma balance sheet
c. Financial goals for margins, debt service, coverage, equity, etc.
d. Assumptions, supporting data, analysis
e. Current and projected income and expenses
f. Itemized budget and schedule, discussion of loan loss reserve
g. Sensitivity analysis if required by RUS
6. Implementation work plan.
7. Measurement and Verification plan.
8. Additional Federal compliance forms as provided in NOSA
a. Attorney’s Opinion Letter
b. Form 400
c. Standard Form 100 (N/A if less than 100 full time employees).
i. The City of Ames provides Form EEO-4 in place of Standard Form 100. As a
local government entity, the City of Ames does not file Standard Form 100, and
EEO-4 contains the equivalent information.
d. Lobbying Certification
e. Certification on Federal Debt Delinquency
In addition to the items required under the loan application checklist, we further clarify the following items:
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1. The loan application does not include funds to finance:
a. The construction or acquisition of any building identified as located in a flood hazard area.
b. New equipment, materials or supplies in any building identified as located in a flood hazard
area.
2. All funds in this loan application will be used within the State of Iowa.
3. The City of Ames serves Story County, Iowa.
4. There are no threatened actions by third parties that could adversely affect our financial conditions.
5. There are no State of Iowa regulatory proceedings pending against the Borrower.
6. The City of Ames does anticipate changes in retail rates, regardless of the RESP application
outcome. Rates were last increased in 2017 by 4%, and marginally reduced in 2024. A 1.5% rate
increase will go into effect no later than June 2026.
7. The true and correct legal name of the borrower is ‘City of Ames’.
8. The headquarters address of the borrower is 515 Clark Ave, Ames, IA 50010.
Sincerely,
John Haila
Mayor
City of Ames
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RESOLUTION ESTABLISHING THE SMARTSAVE PROGRAM
WHEREAS, the City of Ames has developed the SmartSave program for the rural areas in our service territory
intended to be funded with the proceeds from the United States Department of Agriculture’s Rural Energy
Savings Program;
WHEREAS, the City of Ames will offer tariffed on-bill financing to eligible customers for qualified energy
efficiency and renewable energy projects;
WHEREAS, the City of Ames has developed a comprehensive implementation work plan and financial forecast
for the SmartSave program;
WHEREAS, the City of Ames has developed a comprehensive measurement and verification program in
connection with the SmartSave program;
WHEREAS, the financial forecast, the implementation work plan and the measurement and verification
program, and related documents will be considered by the Rural Utilities Service, an agency of the United States
Department of Agriculture, in making a determination to make a financially feasible and adequately secure loan
to City of Ames;
WHEREAS, the City of Ames intends to submit a loan application under the Rural Energy Savings Program Loan
as prescribed in the Notice of Solicitation for Applications (NOSA) published in the Federal Register, Vol. 81, No.
119 on June 21, 2016;
NOW THEREFORE BE IT RESOLVED, that the City of Ames approves the implementation work plan, the financial
forecast and related documents in connection to the SmartSave program,
BE IT ALSO RESOLVED, that the City of Ames’s officers, managers, and staff are authorized to carry out all
necessary actions –including but not limited to the executing and attesting all necessary documentation - in
connection with the loan application to participate in the Rural Energy Savings Program as provided in the NOSA;
BE IT FURTHER RESOLVED that the City of Ames’s officers are authorized to apply and take a loan in the amount
of $15,000,000 to carry out the SmartSave program;
BE IT ALSO RESOLVED, that the loan shall bear a maturity date to cover an approximate period of 20 years.
CERTIFICATION OF SECRETARY
I, [insert applicable name], Secretary of City of Ames, do hereby certify that the above is a true and correct
copy of a resolution adopted at the meeting of the City Council of the City of Ames on September 9, 2025, at
which a quorum was present and voted.
________________________________________
[insert applicable name], Secretary
[ SEAL ]
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Multi-Tier Action Environmental Compliance Agreement for
Energy Efficiency and Conservation Loan Program and Rural Energy Savings Program
In accordance with § 1970.55(c), RUS will maintain ultimate responsibility for and control over the
environmental review process of multi-tier actions receiving funding through RUS re-lending programs
including the Energy Efficiency and Conservation Loan Program and the Rural Energy Savings Program.
To assist RUS in meeting its environmental review requirements, [primary recipient] agrees to conduct
the following actions in accordance with §§ 1970.55(a)(1-4).
1) Prior to re-lending to a qualified consumer, [primary recipient] will:
a) Conduct a screening of all proposed uses of funds to determine if each consumer application
proposed for funding or financing falls within § 1970.53 or § 1970.54 as a Categorical
Exclusion (see Attachment 1).
b) Obtain sufficient information from a consumer to evaluate proposals under § 1970.53 or to
evaluate an Environmental Report (ER) under § 1970.54 in determining if extraordinary
circumstances (as described in § 1970.52) are present.
c) Document conclusions regarding the applicability of a Categorical Exclusion for each
approved consumer application, and maintain these in an official environmental file.
d) Refer to RUS for further environmental review:
i) Activities that do not meet the criteria established in Attachment 1
ii) Consumer applications with extraordinary circumstances (see § 1970.52) or where there
is non-concurrence with a finding under Section 7 of the Endangered Species Act and or
Section 106 of the National Historic Preservation Act;
iii) Consumer applications that may be in violation of § 1970.12, Limitations on actions
during the NEPA process
2) [Primary recipient] will maintain documentation from (1)(c) for each approved consumer
application in the [primary recipient]’s official records for RUS verification as required by
§1970.55(b). The primary recipient must retain documentation for 5 years, to be made
available to RUS upon request.
3) [Primary recipient] understands that the terms of this agreement will be monitored and verified
in RUS compliance reviews and other required audits as required by 1970.55(b).
RUS has provided [primary recipient] a copy of the agency’s Environmental Policies and Procedures, 7
CFR Part 1970.
In accordance with § 1970.55(b), [primary recipient] understands that failure to meet the requirements
of this agreement will result in penalties that may include written warnings, withdrawal of Agency
financial assistance, suspension from participation in RUS programs, or other appropriate action.
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I, [primary recipient] hereby agree to the terms and conditions as described above.
Signature of General Manager or equivalent
Title
Date
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Attachment 1 – Example activities eligible for multi-tier program environmental compliance implementation
1. Lighting –
2. Heating, Ventilation, and Air Conditioning (HVAC) –
–
–
–
3. Building Envelope Improvements –
–
–
–
Any material listed in Appendix A of DOE’s Weatherization
4. Water Heaters
5. Compressed Air Systems
6. Motors
7. Boilers, dryers, heaters, and process-related equipment –
specific equipment not otherwise listed (commercial
coolers/freezers)
8. Demand Management (load shifting)
9. Energy Audits
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Attachment 1 – Example activities eligible for multi-tier program environmental compliance implementation
10. On/off Grid Renewable Energy Systems
11. Energy Storage Devices
12. Replacement of existing fuel consuming equipment
13. Energy efficient appliance upgrades fixed to real property
14. Irrigation or water system efficiency improvements
15. Necessary and incidental activities/investments directly
related to implementation of an eligible measure
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Year 1 2 3 4 5 6 7 8 9 10 Years 1-10
Projects & Financing
Number of heat pumps 50 75 75 75 75 80 80 80 90 90 770
Number of solar arrays 0 10 10 15 15 20 20 20 20 20 150
Number of whole-home retrofits (WH)0 20 20 30 50 50 50 50 50 50 370
Total number of projects 50 105 105 120 140 150 150 150 160 160 1,290
Heat pump investment 480,000$ 720,000$ 720,000$ 720,000$ 720,000$ 768,000$ 768,000$ 768,000$ 864,000$ 864,000$ 7,392,000$
Solar investment -$ 150,000$ 150,000$ 225,000$ 225,000$ 300,000$ 300,000$ 300,000$ 300,000$ 300,000$ 2,250,000$
WH retrofit investment -$ 288,800$ 288,800$ 433,200$ 722,000$ 722,000$ 722,000$ 722,000$ 722,000$ 722,000$ 5,342,800$
Total investment 480,000$ 1,158,800$ 1,158,800$ 1,378,200$ 1,667,000$ 1,790,000$ 1,790,000$ 1,790,000$ 1,886,000$ 1,886,000$ 14,984,800$
Rebates issued 50,000$ 127,000$ 127,000$ 153,000$ 175,000$ 195,000$ 195,000$ 195,000$ 205,000$ 205,000$ 1,627,000$
Customer Repayment
Principal (to USDA)31,444$ 107,433$ 183,612$ 274,354$ 384,241$ 510,994$ 647,910$ 796,657$ 967,971$ 1,156,878$ 5,061,493$
Program fee (to program costs)1,200$ 4,018$ 6,647$ 9,633$ 13,115$ 16,629$ 19,827$ 22,682$ 25,405$ 27,700$ 146,857$
Total customer repayment 32,644$ 111,451$ 190,259$ 283,987$ 397,356$ 527,623$ 667,737$ 819,339$ 993,376$ 1,184,579$ 5,208,350$
USDA RESP Loan
Beginning balance 480,000$ 448,556$ 1,499,924$ 2,475,112$ 3,578,958$ 4,861,717$ 6,140,723$ 7,282,813$ 8,276,156$ 9,194,186$
End balance 448,556$ 341,124$ 1,316,312$ 2,200,758$ 3,194,717$ 4,350,723$ 5,492,813$ 6,486,156$ 7,308,186$ 8,037,307$
Program Costs
Special advance 100,000$ 100,000$
Start-up costs (50,000)$ (50,000)$
HVAC replacement admin costs (25,000)$ (30,000)$ (30,000)$ (30,000)$ (30,000)$ (31,000)$ (31,000)$ (31,000)$ (33,000)$ (33,000)$ (304,000)$
Solar admin costs -$ (17,000)$ (17,000)$ (18,000)$ (18,000)$ (19,000)$ (19,000)$ (19,000)$ (19,000)$ (19,000)$ (165,000)$
WH retrofit admin costs -$ (31,500)$ (31,500)$ (39,750)$ (56,250)$ (56,250)$ (56,250)$ (56,250)$ (56,250)$ (56,250)$ (440,250)$
Total admin costs (75,000)$ (78,500)$ (78,500)$ (87,750)$ (104,250)$ (106,250)$ (106,250)$ (106,250)$ (108,250)$ (108,250)$ (959,250)$
City of Ames DSM fund 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ 750,000$
Annual cash flow (excluding program fee)100,000$ (3,500)$ (3,500)$ (12,750)$ (29,250)$ (31,250)$ (31,250)$ (31,250)$ (33,250)$ (33,250)$ (109,250)$
Program balance (including program fee)101,200$ 101,718$ 104,865$ 101,748$ 85,613$ 70,993$ 59,569$ 51,002$ 43,157$ 37,607$ 37,607$
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Year 11 12 13 14 15 16 17 18 19 20 Grand Total
Projects & Financing
Number of heat pumps 770
Number of solar arrays 150
Number of whole-home retrofits (WH)370
Total number of projects 1,290
Heat pump investment $7,392,000
Solar investment $2,250,000
WH retrofit investment $5,342,800
Total investment -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 14,984,800$
Rebates issued -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 1,627,000$
Customer Repayment
Principal (to USDA)1,159,771$ 1,162,670$ 1,165,577$ 1,168,491$ 1,171,412$ 1,141,697$ 1,065,744$ 989,601$ 898,346$ -$ 14,984,800$
Program fee (to program costs)24,808$ 21,909$ 19,002$ 16,088$ 13,167$ 10,238$ 7,384$ 4,720$ 2,246$ -$ 266,420$
Total customer repayment 1,184,579$ 1,184,579$ 1,184,579$ 1,184,579$ 1,184,579$ 1,151,935$ 1,073,128$ 994,320$ 900,592$ -$ 15,251,220$
USDA RESP Loan
Beginning balance 9,923,307$ 8,763,537$ 7,600,866$ 6,435,290$ 5,266,799$ 4,095,387$ 2,953,690$ 1,887,947$ 898,346$ -$
End balance 8,763,537$ 7,600,866$ 6,435,290$ 5,266,799$ 4,095,387$ 2,953,690$ 1,887,947$ 898,346$ -$ -$
Program Costs
Special advance (100,000)$
Start-up costs (50,000)$
HVAC replacement admin costs -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (304,000)$
Solar admin costs -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (165,000)$
WH retrofit admin costs -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (440,250)$
Total admin costs -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (959,250)$
City of Ames DSM fund -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 750,000$
Annual cash flow (excluding interest)-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (209,250)$
Program balance (including interest)62,416$ 84,324$ 103,327$ 119,415$ 132,582$ 142,820$ 150,205$ 154,924$ 157,170$ 57,170$ 57,170$
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0.25% interest rate
80% audit-to-retrofit conversion rate (WH only)
80% average percent of total project cost covered by utility investment
Assumptions
$15,000,000 RESP Loan
$15,000 flat annual administration costs per track
$200 per-project administration fee (all projects)
$500 energy audit cost (WH only)
$50,000 start-up costs (legal fees, marketing, contractor engagement, program design)
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USDA Rural Energy Savings Program (RESP) Loan Application
Contents
Program Overview ........................................................................................................................................ 2
Feasibility Study .................................................................................................................................... 3
Program Timeline .................................................................................................................................. 3
Financial Forecast - 7 CFR 1719.5(b)(3)(i)(E) .............................................................................................. 4
Sources and Uses of Funds .................................................................................................................. 4
10-Year Financial Forecast ................................................................................................................... 4
Collateral for RESP Loan ...................................................................................................................... 4
Implementation Work Plan - 7 CFR 1719.5(b)(3)(i)(F) ................................................................................. 5
(1) Marketing Strategy ....................................................................................................................... 5
(2) Program Description and Eligible Activity/Investment ................................................................. 6
(3) Financial and Operational Risk .................................................................................................. 11
(4) Measurement and Verification (M&V) Plan ............................................................................... 11
Reporting - 7 CFR 1719.12 ......................................................................................................................... 12
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2
Program Overview
The City of Ames operates a municipal electric utility and serves the Ames community in central Iowa.
While Ames has administered a rebate program for years, a more comprehensive tariffed on-bill (TOB)
energy efficiency incentive program will enable deeper retrofits in more homes and businesses. High up-
front costs and lack of access to financing are significant barriers to investing in energy efficiency and
renewable energy improvements. This program will increase energy affordability, reduce peak demand,
improve home health and comfort, and stimulate local economic development by hiring local contractors.
Through the USDA RESP Loan, Ames will recover 100% of these investments through a fixed tariff
charge on the participating customer’s utility bill. The cost-recovery tariff will be less than the estimated
energy savings, resulting in a cash flow neutral or net savings arrangement for the customer. Priority
populations include low-income households, renters, and residents in manufactured and multifamily
housing.
Benefits to Ames Electric customers include:
• Reduced up-front costs for efficiency and renewables
• Lower energy use and environmental impact
• Attractive incentive offerings
• On-bill tariff associated with the meter that automatically transfers to new utility customers if the
property is sold, or is paid off in full at the time of sale
• Simple qualifications -- no credit score or income requirement to be eligible
• Home energy assessment
• Qualified contractors
• Improve home health and comfort
Benefits for the City of Ames include:
• Reduce long-term energy costs to the utility and customers
• Reduce peak power demands, decreasing rate pressure to build new generation capacity
• Support community investment in high-efficiency buildings and renewable energy infrastructure
• Increase utility and customer engagement
• Reduce community greenhouse gas emissions
• Increase efficiency of the existing building inventory
• Leverage federal funding to create a more efficient and renewable Ames
• Economic development by partnering with local contractors
The program is designed to make installing upgrades straightforward for Ames Electric customers.
Typical barriers to energy efficiency, such as identifying the right upgrades, understanding long -term
benefits, obtaining transparent pricing, and high up-front costs, are all addressed by the program. The
City would partner with a third-party program operator to administer the program.
The program would contain three tracks: HVAC replacement, solar, and whole-home retrofits. Initial focus
will be on the HVAC replacement track, with the solar and whole-home retrofit tracks starting in year 2.
The HVAC replacement program offers options for customers whose HVAC systems are nearing or have
reached the end of their useful life. The program would include all-electric and dual-fuel systems. A
streamlined process involving the program operator's mobile application will enable contractors to quic kly
gather basic information and present the customer with proposed incentive terms. The City would invest
as much of the cost of the system through the program, and the customer would then pay a much lower
up-front cost to the contractor.
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Similarly, the solar track would enable customers to install solar arrays with significantly reduced up-front
cost. The solar track would involve an initial application followed by permitting and interconnection
processes required by City policy. Streamlining the HVAC and solar tracks by not performing an energy
audit and focusing only on specific equipment results in a leaner and more cost-effective program. This
approach reduces administrative costs and therefore enables the program to do more projects and
charge less interest.
Under the whole-home retrofit track, customers start by signing up for a free energy audit, where a
qualified auditor gathers comprehensive data about the property. The program operator uses this data to
model potential energy efficiency upgrades and predict savings. The model identifies proje cts that qualify
for the program, if any, and communicates this to the customer in an offer. Eligible measures are listed in
section 2(i) ‘costs and schedule for each activity’. The customer then selects upgrades from the offer to
move forward with.
In all tracks, customers would be free to choose any participating licensed contractor to perform the work.
To provide accurate up-front costs and take advantage of bulk pricing, the City and program operator
would build a contractor network before program launch. This network would familiarize contractors with
the program and establish transparent pricing for common upgrades. Contractor engagement and active
participation are important to a successful TOB program.
In year 2, the City and program operator will consider adding a commercial and industrial track. The
availability of capital and the ability to procure quality investment-grade energy audits for commercial and
industrial facilities will be the primary considerations. While our priority is residential customers, it is the
City’s goal to offer incentives to all customer types in the community if possible, including commercial and
industrial.
Feasibility Study
In May 2025, Ames partnered with the Iowa Economic Development Authority and the Energy Efficiency
Institute (EEI) on a Pay As You Save (PAYS) feasibility study. Through this study, Ames has engaged
with key local stakeholders and subject matter experts. Stakeholders included utility, industry, academia,
and the local community action agency. Feedback from stakeholders and input from subject matter
experts have ensured that the proposed program is economically feasible, maximizes broad local
benefits, and complements existing community programs.
Additional collaborations throughout program development have included the Environmental and Energy
Study Institute (EESI), a Washington D.C. nonprofit, and other utilities that are planning similar programs.
Program Timeline
The estimated timeline prioritizes resident ial customers, then adds other options over time to build out a
comprehensive program available to all customers.
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Financial Forecast - 7 CFR 1719.5(b)(3)(i)(E)
Sources and Uses of Funds
The feasibility study, currently in progress, has formed the foundation for the program. The utility’s
demand-side management (DSM) fund will be used for program marketing, program development, and a
portion of the operating costs.
Use of Funds Source of Funds Amount
Feasibility Study Iowa Economic Development Authority Grant $37,500
Program Marketing City of Ames Demand-Side Management Fund $15,000
Legal Fees City of Ames Demand-Side Management Fund $25,000
Program Operator start-up
costs City of Ames Demand-Side Management Fund $10,000
Operations
(Program Operator)
City of Ames Demand-Side Management Fund $750,000
($75,000/year)
USDA RESP Loan (interest charged) $305,000
($30,500/year)
Working Capital USDA RESP Loan $15,000,000
10-Year Financial Forecast
The detailed financial forecast is provided at the end of this document.
Collateral for RESP Loan
As stated in the opinion of counsel, the City is in good financial standing and will protect USDA’s interests
with sufficient security. The Ames Electric Utility holds over $60 million in cash reserve funds and
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proposes to use these funds as collateral. The City and USDA would agree on a process involving a joint
account where the City would maintain a balance no less than the outstanding loan amount.
The City proposes an alternative method of security other than property beca use the City’s assets are
considered public property in Iowa. The State of Iowa restricts liens against public property, and the City
would avoid encumbering this property. Although the USDA prefers property as collateral, the City trusts
this proposed method will be adequate, as it guarantees USDA repayment in the event of a default.
Implementation Work Plan - 7 CFR 1719.5(b)(3)(i)(F)
(1) Marketing Strategy
The program, under the name SmartSave, is designed for all residential Ames Electric customers, but the
greatest potential for impact lies within two key audiences:
1. Owners of Older Homes (pre-1970): Many of these homes are less energy-efficient, making
them prime candidates for upgrades with measurable results.
2. Low- and Moderate-Income Neighborhoods: Identified through U.S. Department of Housing
and Urban Development (HUD) census tracts, these communities often face financial barriers to
comprehensive energy improvements. SmartSave offers tools and financing options to make
upgrades accessible.
The City will assemble a SmartSave Outreach Team, drawing representatives from Sustainability,
Utilities, Public Engagement, and Communications and Outreach. This cross-departmental team ensures
that messaging is consistent, accessible, and responsive to community needs.
Targeted strategies will include:
• Housing Partnerships: Work with the City of Ames Housing Division to embed SmartSave
materials into the Single Family Home Rehab Program, ensuring residents seeking home repair
support are also introduced to energy-efficiency opportunities.
• Community Networks: Collaborate with social service agencies to share Smart Save information
directly with residents who may benefit most.
• Vendor & Contractor Engagement: Build partnerships with trusted local contractors and
community organizations to promote SmartSave financing and increase awareness at the point of
service.
• Integrated Marketing Campaign: Develop clear, user-friendly brochures, digital content, and
targeted advertising. Plan distribution through utility bill inserts, neighborhood mailings, social
media, and local events with tabling opportunities.
• Customer Service Training: Equip City Utilities and Customer Service staff with the knowledge to
answer eligibility questions and direct residents to assistance.
By combining targeted outreach, strategic partnerships, and accessible messaging, Smart Save will not
only reach high-need households but also build broad community participation, which helps the Ames
community reduce energy use and move toward a more sustainable future.
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City of Ames Racial and Ethnic Demographics
White alone 79.0%
Black alone 3.7%
American Indian and Alaska Native alone 0.6%
Asian alone 9.4%
Native Hawaiian and Other Pacific Islander alone 0.1%
Some other race alone 1.8%
Two or more races 5.3%
Hispanic or Latino origin 4.9%
White alone not Hispanic or Latino 77.6%
Source: https://www.iowadatacenter.org/index.php/quick-facts/city-quick-facts
(2) Program Description and Eligible Activity/Investment
RESP eligible activities/investments will include:
1. Lighting
a. Lighting fixture upgrades to improve efficiency
b. Re-lamping to more efficient bulbs
c. Lighting Controls
2. Building Envelope Improvements
a. Improved Insulation – added beyond existing levels, or for new construction,
above existing building codes
b. Caulking and weather-stripping of doors and windows
c. Window Upgrades – EnergyStar qualified windows
d. Door Upgrades – includes man-doors and overhead doors with integrated
insulation and energy efficient windows
3. Heating, Ventilation, and Air Conditioning (HVAC)
a. Central Air Systems – EnergyStar qualified equipment
b. Window AC Units – EnergyStar qualified equipment
c. Economizers
d. Heat pumps
e. Furnaces – EnergyStar qualified equipment
f. Air Handlers
g. Programmatic controls
h. Duct sealing
4. Water Heaters
5. Compressed Air Systems
6. Motors
a. High efficiency motors
b. Variable frequency drives
c. Boilers, dryers, heaters, and process-related equipment – specific equipment
not otherwise listed (commercial coolers/freezers)
7. Demand Management (load shifting)
8. Energy Audits
9. On/off Grid Renewable Energy Systems
10. Energy Storage Devices
11. Replacement of existing fuel consuming equipment
12. Energy efficient appliance upgrades fixed to real property
13. Irrigation or water system efficiency improvements
14. Necessary and incidental activities/investments directly related to implementation of an
eligible measure, such as
a. Knob and tube remediation
b. Roof replacement
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7
c. All other barriers to measures
d. Insulation and energy efficient windows
e. Any material listed in Appendix A of DOE’s Weatherization Assistance Program
(i) Costs and schedule for each activity
Upgrade
Estimated
Installed
Cost
Average
Utility
Investment
Utility
Rebate
Expected
Useful Life
Heat Pump $12,000 $9,600 $1,000 18
Solar PV (6kw) $17,000 $13,600 $3,000 20
Average Whole-Home
Upgrade (could include heat
pump, weatherization, heat
pump water heater, solar,
EV charging)
$18,050 $14,440 $1,100 10-25
The City will reference the Iowa Technical Resource Manual for the expected useful life of all
measures.
(ii) Special advance
The City of Ames requests a special advance of $100,000 (0.67%) to help cover start-up costs and
address the lag between ongoing program costs and recovery of these
(iii) Program Description
Financing Minimum Standards
Eligibility All residential customers will be eligible for the initial program
launch. Commercial and industrial feasibility will be explored in
program year 2.
Incentive structure Tariff on-bill, attached to the meter at the premises. Utility
investment terms will include a fixed charge on the utility bill over a
period not to exceed 15 years or 80% of the measure’s useful life,
whichever is less.
Non-payment In the event of non-payment, the utility will pursue available options,
including tax refunds and gambling winnings through the State of
Iowa, utility disconnection, and a lien on property.
Eligible improvements Energy-saving home improvements are listed in the eligible
activity/investment section and installed by an authorized
contractor.
Upgrades for health and safety, directly related to an appropriate
efficiency measure, are eligible under the whole-home track. Non-
energy improvements are capped at 15 percent of total financing.
The program operator will use financial modeling to determine the
eligibility of projects based on estimated savings. To prevent undue
burden, the tariff charge will not exceed the average annual
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estimated savings. An up-front payment will likely be necessary for
most projects to reduce the tariff on-bill charge to within eligibility
standards.
On-bill tariff terms and
qualifications for all
customer classes
Term length: 15 years or 80% of the measure’s useful life,
whichever is less.
Rates: Not to exceed 5%. Financial modeling estimates that a rate
of less than 1% will be needed to sustain the program.
Qualification: Must be in good standing with the utility.
Residential on-bill tariff
terms
Amount per project: $2,000 to $30,000.
Program total: Not to exceed 100% of RESP loan ($15,000,000).
Commercial and
industrial on-bill tariff
terms (if implemented)
Amount per project: $5,000 to $1,000,000
Program total: Not to exceed 20% of RESP loan ($3,000,000)
(iv) Roles and Responsibilities
An ecosystem of partners is needed to ensure a successful program. Roles of key entities are
summarized in this section, including the City of Ames, program operator, contractors, and the customer.
A cross-functional flow chart is also provided to illustrate the responsibilities of each party.
The City of Ames will be responsible for:
• General program oversight and management.
• Working with capital provider and program operator to develop underwriting criteria and the
program application.
• Working with the program operator to establish the contractor network.
• Developing and implementing an outreach plan and a branding/marketing strategy.
• Applying tariff charges to customer bills and collecting on-bill payments.
• Working with program operator to finalize program processes; create all program documents; and
develop a program implementation manual.
• Coordinating City of Ames Electric rebates.
• Providing RESP loan collateral.
• Facilitating contractor payments upon completion of work.
• Holding agreements with customers.
• Recording notice with register of deeds in Story County and discharging notice upon full
repayment.
Primary City staff will include:
Name Title
Brian Phillips Assistant City Manager
Corey Goodenow Finance Director
Don Kom Electric Services Director
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John Odenweller Utility Customer Service Supervisor
Layne Fober Energy Services Coordinator
Mark Lambert City Attorney
Nolan Sagan Sustainability Coordinator
The City will partner with a program operator, who will administer the program. This will allow the program
to scale quickly, be more adaptive, and use up-to-date tools and procedures. The program operator will
be selected through a fair and competitive procurement process based on their credentials, expertise,
cost, and other criteria. The City will select an operator who has experience carrying out the financial and
technical components of similar programs on a similar scale. The program operator will be responsible
for:
• Working with the City to establish the contractor network, develop contractor training materials,
and conduct contractor training.
• Identifying cost-effective measures using energy audit data collection and comprehensive energy
assessment (whole home upgrades track).
• Developing processes and IT infrastructure to model energy savings and calculate offers.
• Working with the City of Ames to establish monitoring and verification criteria and procedures.
• Conducting customer satisfaction surveys and quality assurance.
• Monitoring program results and impacts; create monthly and annual program performance
reports.
If the customer and building owner are different people, both must agree to the program terms. The
customer/building owner is responsible for:
• Agreeing to program requirements, electing qualifying measures, and choosing a contractor.
• Participating in post-project quality control surveys.
The City and program operator will engage with contractors and build an authorized network, prioritizing
local contractors. The contractors are responsible for:
• Agreeing to and complying with program processes and requirements.
• Conducting comprehensive whole-home energy assessments and providing data to the program
operator.
• Installing energy-saving or renewable energy improvements.
The following chart outlines the whole-home retrofit track process. For the HVAC replacement track,
customers start by calling a contractor who has agreed to participate in your program and is trained to sell
the service. The contractor goes on-site equipped with an app to generate an offer for the replacement
system. Results are sent in real time to the Program Operator, who generates an offer while the
contractor is on-site. The customer can solicit other quotes and decides whether to accept the offer. If
accepted, the contractor installs the replacement. The utility then pays the contractor the amount of
deferred on-bill charges and any rebate.
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(3) Financial and Operational Risk
Write-offs, or uncollectables, have been estimated based on research studies1,2,3 and the current Ames
utilities write-off rate (0.13%). It is estimated that the program could result in 0.5% in write-offs, or
$75,000. Ames proposes to utilize existing demand-side management (DSM) funds to establish a loan
loss reserve account and build and maintain an appropriate level throughout the program lifetime . This is
a direct investment by the utility in the program and aligns with the purpose of the DSM fund.
As previously mentioned, in the event of non-payment, the Utility will pursue available options, including
tax refunds and gambling winnings through the State of Iowa, and in extreme cases, utility disconnection
and lien on property.
Agreements with contractors will comply with Ames' purchasing policies, including insurance and bonding
requirements. It will be clearly stated in contracts and communicated to program participants that any
defective work is the responsibility of the contractor.
Upgrade offers for projects assume a continuation of current behaviors in the home. Significant behavior,
equipment, or structural changes may result in higher utility bills and are outside of the City’s control.
(4) Measurement and Verification (M&V) Plan
(a) General
All parties will participate in robust M&V led by the program operator and the City. The program is
designed to include M&V throughout the performance period and hold parties accountable to the program
standards. These activities will ensure only qualifying measures are installed , that measures are installed
properly, and that energy savings can be reasonably achieved.
There is high confidence in comprehensive energy modeling to produce accurate savings calculations. A
data-driven verification process using industry best practices will ensure actual savings are realized by
customers. M&V also provides an opportunity for continuous improvement of the program.
(b) M&V Techniques
Pre-project, the program operator will utilize the Calibrated Simulation Option (CSO) to model energy
performance and estimate savings. Results from the CSO will form the foundation for the financing
offered to customers. Post-project, the program operator will use the Whole Facility Measurement Option
(WFMO) and compare utility billing data to baseline data and the modeled savings originally produced. In
the event of a statistically significant anomaly, the program operator will investigate to determine if the
discrepancy is due to equipment underperformance, customer behavior, or other causes.
(c) Use of Deemed Savings
Ames does not propose using deemed savings.
(d) Quality Control
As previously stated, the program operator and City will submit an offer to the customer following the
initial energy assessment. The offer will be based on comprehensive, verifiable energy modeling and only
1 Berkeley National Laboratory (2016) Current Practices in Efficiency Financing: An Overview for State
and Local Governments. https://eta-publications.lbl.gov/sites/default/files/lbnl-1006406.pdf
2 Institute for Local Self-Reliance (2016) Report: Inclusive Financing for Efficiency and Renewable
Energy. Prepared by John Farrell. https://ilsr.org/articles/report-inclusive-energy-financing/
3 LibertyHomes & Energy Efficiency Institute, Inc. (2022). 2022 PAYS® Status Update.
http://www.eeivt.com/wp-content/uploads/2022/03/2022-PAYS-Status-Update_3_29_22.pdf
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12
include qualifying measures that have been identified as cost-effective. The customer will choose from
the available list of measures on the offer, knowing that all available measures will result in impactful
energy consumption and cost reductions.
Additionally, contractors will be required to submit several specified geo-tagged photos before, during,
and after the project for quality control purposes.
The City will adhere to sections §1719.10(d)(3) and (4) when selecting a program operator and building
the contractor network. This will ensure that only qualified, credentialed third parties will be involved in the
program, who can perform to the high standards of USDA and the City. Broad initial engagement with key
stakeholders, including the Central Iowa Workforce Development Board, suggests sufficient local
contractor capacity to implement a program of this scale.
Reporting - 7 CFR 1719.12
The City will file semiannual reports for the first 10 years of the RESP loan and annually thereafter
throughout the term of the loan, or more frequently if desired by RUS. Reporting will include, at a
minimum, the following information:
• Number and amount of on-bill tariffs issued to customers.
• Types of investments in EE measures and eligible activities.
• EE Program portfolio performance.
• Evidence of compliance with Multi-Tier Action Environmental Compliance Agreement.
• Status and amount of Loan Loss Reserve (when applicable
252
Smart Choice
Legal Department 515.239.5146 main 515 Clark Ave. P.O. Box 811
515.239.5142 fax Ames, IA 50010
www.CityofAmes.org
September 10, 2025
Administrator
Rural Utilities Service
United States Department of Agriculture
Washington, D.C. 20250-1500
Subject: Rural Energy Savings Program (RESP) Loan Application for the City of Ames, Iowa
Dear Administrator:
I am currently the City Attorney for the City of Ames, Iowa ("Borrower"), and I have examined,
or caused to be examined by competent and trustworthy persons, such municipal records and files
of the City of Ames as I have deemed necessary to permit me to render the opinions expressed
herein. The opinions set forth below on behalf of my client, Borrower, address its legal status and
potential liabilities as a public municipality and therefore do not address matters only relevant to
private entities.
I am of the opinion that, under existing law:
1. Borrower has numerous real or personal property interest(s) (including easements, rights
of way, or leases) in the county of Story, State of Iowa.
2. Borrower was organized under the laws of the State of Iowa as a municipal corporation
and is in good standing.
3. Borrower is qualified to conduct business in the State of Iowa.
4. The true and correct legal name of Borrower, as stated in its applicable organizational
document(s) is: City of Ames, Iowa, a municipal corporation.
5. The execution, delivery, and performance by Borrower of loan documents would require
the consent, permission, or authorization of the City Council of the City of Ames, Iowa.
6. Borrower's taxpayer identification number is 42-6004218.
253
7. Borrower has entered into a 20-year Power Supply Contract(s), exclusive of amendments,
with Garden Wind LLC. The power contract is named Power Purchase Agreement and
is dated September 8, 2009. Borrower has entered into a 20-year Power Supply
Contract(s), exclusive of amendments, with FFP Fund V Lessee2, LLC. The power
contract is named Energy Services Agreement and is dated July 23, 2019.
8. Borrower has claims and litigation pending against it, as listed in Exhibit A. Borrower
has $15 million in insurance coverage ($25,000.00 deductible on auto, $100,000.00
deductible on general). The pending claims and litigation should have little to no effect
on Borrower.
9. Borrower has no subsidiary.
10. The titles of the officials of Borrower with the proper authority to execute all loan
documents on behalf of Borrower, and to attest to the execution where required, are the
Mayor and the City Clerk, respectively.
Sincerely,
Mark O. Lambert
City Attorney
254
City of Ames
515 Clark Ave, Ames, IA 50010
255
256
City of Ames
John Haila
9/9/2025
Mayor
257
REV. EEO-4 1995 CITY OF AMES PAGE 001
STATE AND LOCAL GOVERNMENT INFORMATION
2025 EEO-4 REPORT
CITY OF AMES
DIR. HUMAN RESOURCES
515 CLARK AVENUE
AMES IA 50010 CONTROL NUMBER 19300230
01 02 04 05 06 09 10 13 15
1. FULL-TIME EMPLOYEES
HISPANIC
OR LATINO NON-HISPANIC OR LATINO NON-HISPANIC OR LATINO
SALARIES MALE FEMALE ------------- MALE ---------------- ------------ FEMALE -------------- TOTAL
JOB CATEGORY A B C D E F G H I J K L M N O
OFFICIALS/ADM 01 $ .1- 15.9 | | | | | | | | | | | | | |
02 16.0- 19.9 | | | | | | | | | | | | | |
03 20.0- 24.9 | | | | | | | | | | | | | |
04 25.0- 32.9 | | | | | | | | | | | | | |
05 33.0- 42.9 | | | | | | | | | | | | | |
06 43.0- 54.9 | | | | | | | | | | | | | |
07 55.0- 69.9 | | 1 | | | | | | | | | | | | 1
08 70.0- PLUS | 1 | 24 | | | | | | 8 | | 1 | | | | 34
PROFESSIONALS 09 $ .1- 15.9 | | | | | | | | | | | | | |
10 16.0- 19.9 | | | | | | | | | | | | | |
11 20.0- 24.9 | | | | | | | | | | | | | |
12 25.0- 32.9 | | | | | | | | | | | | | |
13 33.0- 42.9 | | | | | | | | | | | | | |
14 43.0- 54.9 | | | | | | | | | | | | | |
15 55.0- 69.9 | | | | | | 1 | | 2 | | | | | 1 | 4
16 70.0- PLUS 1 | | 41 | 1 | | | | | 26 | 1 | 1 | | | 1 | 72
TECHNICIANS 17 $ .1- 15.9 | | | | | | | | | | | | | |
18 16.0- 19.9 | | | | | | | | | | | | | |
19 20.0- 24.9 | | | | | | | | | | | | | |
20 25.0- 32.9 | | | | | | | | | | | | | |
21 33.0- 42.9 | | | | | | | | | | | | | |
22 43.0- 54.9 | | | | | | | | | | | | | |
23 55.0- 69.9 | | 4 | | | | | | | | | | | | 4
24 70.0- PLUS 2 | | 21 | | | | | | 5 | | | | | | 28
PROTECT/SRVCS 25 $ .1- 15.9 | | | | | | | | | | | | | |
26 16.0- 19.9 | | | | | | | | | | | | | |
27 20.0- 24.9 | | | | | | | | | | | | | |
28 25.0- 32.9 | | | | | | | | | | | | | |
29 33.0- 42.9 | | | | | | | | | | | | | |
30 43.0- 54.9 | | | | | | | | | | | | | |
31 55.0- 69.9 | | 11 | 1 | | | | | 4 | | | | | | 16
32 70.0- PLUS 3 | | 42 | 3 | | 1 | | | 12 | | | | | | 61
258
REV. EEO-4 1995 CITY OF AMES PAGE 002
STATE AND LOCAL GOVERNMENT INFORMATION
2025 EEO-4 REPORT
CITY OF AMES
DIR. HUMAN RESOURCES
515 CLARK AVENUE
AMES IA 50010 CONTROL NUMBER 19300230
01 02 04 05 06 09 10 13 15
1. FULL-TIME EMPLOYEES (CONTINUED)
HISPANIC
OR LATINO NON-HISPANIC OR LATINO NON-HISPANIC OR LATINO
SALARIES MALE FEMALE ------------- MALE ---------------- ------------ FEMALE -------------- TOTAL
JOB CATEGORY A B C D E F G H I J K L M N O
PARA-PROF 33 $ .1- 15.9 | | | | | | | | | | | | | |
34 16.0- 19.9 | | | | | | | | | | | | | |
35 20.0- 24.9 | | | | | | | | | | | | | |
36 25.0- 32.9 | | | | | | | | | | | | | |
37 33.0- 42.9 | | | | | | | | | | | | | |
38 43.0- 54.9 | | | | | | | | 2 | | | | | | 2
39 55.0- 69.9 | | 2 | | | | | | 2 | | | | | 1 | 5
40 70.0- PLUS | | 5 | | | | | | 6 | | | | | | 11
ADMIN SUPPORT 41 $ .1- 15.9 | | | | | | | | | | | | | |
42 16.0- 19.9 | | | | | | | | | | | | | |
43 20.0- 24.9 | | | | | | | | | | | | | |
44 25.0- 32.9 | | | | | | | | | | | | | |
45 33.0- 42.9 | | | | | | | | | | | | | |
46 43.0- 54.9 | 1 | 1 | | | | | | 6 | | | | | | 8
47 55.0- 69.9 | | 8 | | | | | | 28 | 1 | | 1 | | | 38
48 70.0- PLUS | | 1 | | | | | | 13 | | | | | | 14
SKILLED CRAFT 49 $ .1- 15.9 | | | | | | | | | | | | | |
50 16.0- 19.9 | | | | | | | | | | | | | |
51 20.0- 24.9 | | | | | | | | | | | | | |
52 25.0- 32.9 | | | | | | | | | | | | | |
53 33.0- 42.9 | | | | | | | | | | | | | |
54 43.0- 54.9 | | | | | | | | | | | | | |
55 55.0- 69.9 | | 1 | | | | | | | | | | | | 1
56 70.0- PLUS | | 28 | | | 1 | | | 1 | | | | | | 30
SERV/MAINT 57 $ .1- 15.9 | | | | | | | | | | | | | |
58 16.0- 19.9 | | | | | | | | | | | | | |
59 20.0- 24.9 | | | | | | | | | | | | | |
60 25.0- 32.9 | | | | | | | | | | | | | |
61 33.0- 42.9 | | | | | | | | | | | | | |
62 43.0- 54.9 1 | | 17 | | | | | | | | | | | | 18
63 55.0- 69.9 | | 17 | | | | | | | | | | | | 17
64 70.0- PLUS | | 5 | | | | | | 1 | | | | | | 6
TOTAL
FULL TIME 65 7 2 229 5 2 1 116 2 2 1 3 370
259
REV. EEO-4 1995 CITY OF AMES PAGE 003
STATE AND LOCAL GOVERNMENT INFORMATION
2025 EEO-4 REPORT
CITY OF AMES
DIR. HUMAN RESOURCES
515 CLARK AVENUE
AMES IA 50010 CONTROL NUMBER 19300230
01 02 04 05 06 09 10 13 15
2. OTHER THAN FULL-TIME EMPLOYEES
HISPANIC
OR LATINO NON-HISPANIC OR LATINO NON-HISPANIC OR LATINO
MALE FEMALE ------------- MALE ---------------- ------------ FEMALE -------------- TOTAL
JOB CATEGORY A B C D E F G H I J K L M N O
OFFICIALS/ADM 66 | | | | | | | | | | | | | |
PROFESSIONALS 67 | 1 | 16 | | | | | | 81 | 1 | 2 | 1 | | 6 | 108
TECHNICIANS 68 | | 11 | | | | | 1 | 6 | | | | | 1 | 19
PROTECT/SRVCS 69 2 | | 5 | 1 | | | | | 4 | | | | | | 12
PARA-PROF 70 6 | 9 | 70 | 2 | 4 | | | 2 | 88 | 1 | 9 | | 1 | 3 | 195
ADMIN SUPPORT 71 | 2 | 18 | 1 | | | | 3 | 45 | 3 | 1 | | | 3 | 76
SKILLED CRAFT 72 | | | | | | | | | | | | | |
SERV/MAINT 73 1 | | 35 | | 1 | | | 1 | 7 | | 1 | | | | 46
TOTAL OTHER
THAN F-T 74 9 12 155 4 5 7 231 5 13 1 1 13 456
3. NEW HIRES DURING FISCAL YEAR - PERMANENT FULL TIME ONLY
OFFICIALS/ADM 75 | | 2 | | | | | | 1 | | | | | | 3
PROFESSIONALS 76 | | 1 | | | | | | 3 | | | | | | 4
TECHNICIANS 77 1 | | 1 | | | | | | 1 | | | | | | 3
PROTECT/SRVCS 78 | | 9 | | | | | | 1 | 1 | | | | | 11
PARA-PROF 79 | | 2 | | | | | | 3 | | | | | | 5
ADMIN SUPPORT 80 | 1 | | | | | | | 6 | | | | | | 7
SKILLED CRAFT 81 | | 1 | | | | | | | | | | | | 1
SERV/MAINT 82 | | 12 | | | | | | | | | | | | 12
TOTAL
NEW HIRES 83 1 1 28 15 1 46
CERTIFICATION. I certify that the information given in this report is correct and true to the best of my knowledge and was reported
in accordance with accompanying instructions.(Willfully false statements on this report are punishable by law, U. S. Code, Title 18,
Section 1001.)
NAME OF PERSON TO CONTACT REGARDING THIS REPORT: BETHANY JORGENSON TITLE: DIR. HUMAN RESOURCES
ADDRESS: 515 CLARK AVENUE TELEPHONE NUMBER (INCLUDE AREA CODE): 515 239-5199
AMES, IA 50010
DATE: 6/26/25 TYPED TITLE OF CERTIFYING OFFICIAL: DIR. HUMAN RESOURCES
SIGNATURE OF CERTIFYING OFFICIAL:
260
LOBYCERT.DOC (Computer generated form, Version 2, 12/96)
This institution is an equal opportunity provider and employer
LOBBYING CERTIFICATION
Statement For Loan Guarantees And Loan Insurance
The undersigned states to the best of his or her knowledge and belief, that:
If any funds have been paid or will be paid to any person for influencing or attempting to influence
an officer or employee of any agency, a Member of Congress, an officer or employee of Congress,
or an employee of a Member of Congress in connection with this commitment providing for the
United States to insure or guarantee a loan the undersigned shall complete and submit Standard
Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions.
Submission of this statement is a prerequisite for making or entering into this transaction imposed
by section 1352, Title 31, U. S. Code. Any person who fails to file the required statement shall be
subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such
failure.
City of Ames
Organization Name
John Haila, Mayor
Name of Authorized Official
9/9/2025
Signature Date
261
FEDERAL DEBT DELINQUENCY CERTIFICATION
IS THE APPLICANT DELINQUENT ON ANY FEDERAL DEBT? YES X NO
Note: Example of debts include, but are not limited to, delinquent taxes, guaranteed or direct
government loans (more than 31 days past due) and other administrative debts.
If Yes, provide explanatory information.
APPLICANT CERTIFICATION
FEDERAL COLLECTION POLICIES FOR COMMERCIAL DEBT
The Federal Government is authorized by law to take any or all of the following actions in the event that a
borrower’s loan payments become delinquent or the borrower defaults on its loan: (1) Report the
borrower’s delinquent account to a credit bureau; (2) Assess additional interest and penalty charges for the
period of time that payment is not made; (3) Assess charges to cover additional administrative costs
incurred by the Government to service the borrower’s account; (4) Offset amounts owed to the borrower
under other Federal programs; (5) Refer the borrower’s debt to the Internal Revenue Service for offset
against any amount owed to the borrower as an income tax refund; (6) Refer the borrower’s account to a
private collection agency to collect the amount due; and (7) Refer the borrower’s account to the
Department of Justice for litigation in the courts.
All of these actions can and will be used to recover any debts owed when it is determined to be in the
interest of the Government to do so.
Certification
I have read and understand the actions the Federal Government can take in the event that I fail to
meet my scheduled payments in accordance with the terms and conditions of my agreements.
Signed:
Title: Mayor
Applicant: City of Ames
Date: 9/9/2025
262
ITEM #:28
DATE:09-09-25
DEPT:P&H
SUBJECT:REQUEST FROM DANFOSS TO WAIVE SIDEWALK INSTALLATION
REQUIREMENT AT 2800 E. 13TH STREET
COUNCIL ACTION FORM
BACKGROUND:
Danfoss, at 2800 E. 13th Street, is in the process of seeking permits to construct a new,
freestanding daycare building on the same property as the existing manufacturing facility. An
earlier iteration of the daycare project on the neighboring 3M property (to the west) has not
materialized. Danfoss is now intending to build the free-standing daycare building without 3M.
In order to receive state funding, the project must be completed by the end of March 2026.
The new construction triggers the requirement for a sidewalk/shared use path along E.
13th Street (Sec. 5.118 - INFRASTRUCTURE TO BE INSTALLED). Chapter 22, Streets and
Sidewalks, in Sec. 22.31(1), also requires necessary infrastructure prior to issuance of a
building permit.
Danfoss has requested a waiver of the requirement to install a sidewalk or shared use
path along the south side of E. 13th Street in front of the Danfoss property. The waiver
request specifically pertains to the requirement to install the sidewalk/shared use path
in conjunction with the construction of the daycare. The request is not to waive the
requirement in perpetuity.
The frontage along E. 13th does not have a sidewalk, nor does property to the west. To the
east of the Danfoss property is the ramp for entering the southbound lanes of Interstate 35.
The nearest sidewalk/shared use path is on the east side of Dayton Avenue, approximately
1,270 feet to the west of the Danfoss parcel. See Attachment A for maps and aerials.
If the sidewalk requirement were imposed, Danfoss would need to install approximately 1,000
feet of sidewalk along E. 13th Street, excluding the vehicular entrance to the property.
Approximately 65 feet is to the west of the driveway entrance. The remainder is to the east
and ends in the highway entrance ramp.
Chapter 22 of Municipal Code also grants Council the ability to grant a waiver to sidewalk
requirements for "previously developed properties abutting atypical right-of-way widths and
improvements". Sec. 22.31(6)(c) gives City Council the authority to approve additional
infrastructure waivers or deferral agreements, with or without financial security, for properties
within the Intensive Industrial Zoning District and for previously developed properties abutting
atypical right-of-way widths and improvements, such as high voltage transmission lines and
on-street parking, that may preclude the construction of a sidewalk or shared use path as
required by ordinance.
Installing a sidewalk or shared use path at this time would not connect to a larger
sidewalk network. It is unknown when the City would extend the sidewalk or shared use
path from the intersection of E. 13th Street and Dayton Avenue. To the east of I-35 is
263
mostly undeveloped land, though several warehouse/industrial projects are planned.
This request is only for a waiver of the requirement with the daycare project - not a
permanent waiver for the property. Any subsequent development would be required to
install the infrastructure as mandated in the Municipal Code. Constructing the
sidewalk, particularly in winter, could also create difficulties as Danfoss moves quickly
to build the daycare before the deadline at the end of March 2026.
ALTERNATIVES:
1. Approve the request to waive the requirement to install a sidewalk or shared use path in
conjunction with a new daycare building along the south side of E. 13th Street in front of
the Danfoss property.
2. Deny the request for a waiver of the sidewalk or shared use path requirement.
3. Defer the decision to a future meeting and request additional information from staff.
CITY MANAGER'S RECOMMENDED ACTION:
The applicant's request is to waive the requirement to install a sidewalk or shared use path
along E. 13th Street in conjunction with the new daycare project on the Danfoss property.
The Code allows for waivers for "previously developed properties abutting atypical right-of-way
widths and improvements." Staff believes that the abutting interstate entrance ramp and
the undeveloped land to the east is an atypical condition that will mean installing a
sidewalk or shared use path will lead to a location not intended for pedestrians or
bicyclists.
Public Works staff has noted that the right-of-way in this area is in need of
modifications to comprehensively address connectivity, traffic control, utilities, and
drainage, and installing a sidewalk or shared-use path at this time is likely to result in
the need to remove and relocate it in the next few years.
Therefore, it is the City Manager's recommendation that the Council adopt Alternative #1, as
described above.
ATTACHMENT(S):
Attachment A.pdf
264
§¨¦35
DAYTON AVE
E 13TH ST
WATT ST
Sidewalk Waiver Request2800 E. 13th StreetSeptember 23, 2025
Legend
Danfoss Property05001,000250Feet
¯
FutureDaycareSite
Danfoss
3M
Nearest Sidew alk
ATTACHMENT A
265
E 13TH ST
Sidewalk Waiver Request2800 E. 13th StreetSeptember 23, 2025
Legend
Danfoss Property0200400100Feet
¯
FutureDaycareSite
Danfoss
Required Sidewalk
266
To:Mayor & City Council
From:Kelly Diekmann, Director of Planning & Housing
Date:September 9, 2025
Subject:Rezoning of Property at 3220 Cameron School Road
Item No. 29
MEMO
The ordinance relating to rezoning of property at 3220 Cameron School Road
from "A" (Agriculture) to "CGS" (Convenience General Service) and "FS-RM"
(Floating Suburban Medium-Density Residential) Zone with Masterplan is
attached for the City Council's review and consideration on second reading.
ATTACHMENT(S):
3220 Cameron School Rd Rezoning.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
267
DO NOT WRITE IN THE SPACE ABOVE THIS LINE, RESERVED FOR RECORDER
Prepared by: City Clerk’s Office, 515 Clark Avenue, Ames, IA 50010 Phone: 515-239-5105
Return to: Ames City Clerk, P.O. Box 811, Ames, IA 50010
ORDINANCE NO.
AN ORDINANCE AMENDING THE OFFICIAL ZONING MAP OF THE
CITY OF AMES, IOWA, AS PROVIDED FOR IN SECTION 29.301 OF THE
MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY CHANGING THE
BOUNDARIES OF THE DISTRICTS ESTABLISHED AND SHOWN ON
SAID MAP AS PROVIDED IN SECTION 29.1507 OF THE MUNICIPAL
CODE OF THE CITY OF AMES, IOWA; REPEALING ALL ORDINANCES
AND PARTS OF ORDINANCES IN CONFLICT HEREWITH AND
ESTABLISHING AN EFFECTIVE DATE
BE IT HEREBY ORDAINED by the City Council of the City of Ames, Iowa;
Section 1: The Official Zoning Map of the City of Ames, Iowa, as provided for in Section
29.301 of the Municipal Code of the City of Ames, Iowa, is amended by changing the boundaries
of the districts established and shown on said Map in the manner authorized by Section 29.1507
of the Municipal Code of the City of Ames, Iowa, as follows: That the real estate, generally located
at 3220 Cameron School Road, is rezoned from Agricultural (A) to Suburban Residential Medium
Density (FS-RM) and Convenience General Service (CGS).
Real Estate Description:
Section 2: All other ordinances and parts of ordinances in conflict herewith are hereby
repealed to the extent of such conflict.
Section 3: This ordinance is in full force and effect from and after its adoption and
publication as provided by law.
ADOPTED THIS day of , .
Renee Hall, City Clerk John A Haila, Mayor
268
To:Mayor & City Council
From:Kelly Diekmann, Director of Planning & Housing
Date:September 9, 2025
Subject:Zoning Text Amendment to amend the PUD Overlay Open Space
Standard for Infill Sites
Item No. 30
MEMO
The ordinance relating to Zoning Text Amendment to amend the PUD Overlay
Open Space Standard for Infill Sites is attached for City Council's review and
approval on third reading and adoption.
ATTACHMENT(S):
DRAFT_ordinance_for_removing_open_space_requirements_for_single_family_dwelling_infill_projects.pdf
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
269
ORDINANCE NO. _____________
AN ORDINANCE TO AMEND THE MUNICIPAL CODE OF THE
CITY OF AMES, IOWA, BY AMENDING SECTION 29.1114(5)
THEREOF, FOR THE PURPOSE OF ELIMINATING PUD
OVERLAY 10% COMMON AREA OPEN SPACE STANDARD
REQUIREMENT FOR SINGLE FAMILY ATTACHED DWELLING
INFILL PROJECTS, REPEALING ANY AND ALL ORDINANCES
OR PARTS OF ORDINANCES IN CONFLICT TO THE EXTENT
OF SUCH CONFLICT; AND ESTABLISHING AN EFFECTIVE
DATE.
BE IT ENACTED, by the City Council for the City of Ames, Iowa, that:
Section One. The Municipal Code of the City of Ames, Iowa shall be and the same is hereby amended by
amending Section 29.1114(5) as follows:
“Sec. 29.1114 “PUD” PLANNED UNIT DEVELOPMENT OVERLAY DISTRICT
* * *
(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, except
Alternative Design approvals of 29.1502(7) or Pocket Neighborhood compatibility standards have priority over
Development Standards if there is a conflict:
Table 29.1114 (5)
Planned Unit Development Overlay District (PUD)
Supplemental Development Standards
SUPPLEMENTAL
DEVELOPMENT
STANDARDS
PUD ZONE
. . .. . .
Common Open Space and
Amenities
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. Infill projects consisting of Single Family Attached
Dwellings are exempt from this common open space requirement.
Clubhouse, roof deck patios, and similar community amenities may be credited toward the
open space requirement.
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.
270
SUPPLEMENTAL
DEVELOPMENT
STANDARDS
PUD ZONE
courts, are sufficiently provided for as an alternative.
. . . . . .
* * *.”
Section Two. All ordinances, or parts of ordinances in conflict herewith are hereby repealed to the extent of
such conflict, if any.
Section Three. This ordinance shall be in full force and effect from and after its passage and publication as
required by law.
Passed this day of , 2025.
______________________________________ _______________________________________
John A. Haila, Mayor
First Reading:
Second Reading:
Third Reading:
Passed on:
I, Renee Hall, City Clerk of the City of Ames, Iowa, hereby certify that the above and foregoing is
a true copy of Ordinance No. ______________, passed by the City Council of said City at the meeting held on
______________________and signed by the Mayor on ___________________________, and published in the
Ames Tribune on ___________________________.
___________________________________________
Renee Hall, City Clerk
271
To:Mayor & City Council
From:Kelly Diekmann, Director of Planning & Housing
Date:September 9, 2025
Subject:Ordinance relating to rezoning Property located at 2715 Dayton
Avenue from Agricultural (A) to Government/Airport District (S-GA)
Item No. 31
MEMO
The ordinance relating to rezoning Property located at 2715 Dayton Avenue from
Agricultural (A) to Government/Airport District (S-GA) is attached for the City
Council's review and consideration on third reading and adoption.
ATTACHMENT(S):
2715 Dayton Ave - Rezoning.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
272
DO NOT WRITE IN THE SPACE ABOVE THIS LINE, RESERVED FOR RECORDER
Prepared by: City Clerk’s Office, 515 Clark Avenue, Ames, IA 50010 Phone: 515-239-5105
Return to: Ames City Clerk, P.O. Box 811, Ames, IA 50010
ORDINANCE NO.
AN ORDINANCE AMENDING THE OFFICIAL ZONING MAP OF THE
CITY OF AMES, IOWA, AS PROVIDED FOR IN SECTION 29.301 OF THE
MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY CHANGING THE
BOUNDARIES OF THE DISTRICTS ESTABLISHED AND SHOWN ON
SAID MAP AS PROVIDED IN SECTION 29.1507 OF THE MUNICIPAL
CODE OF THE CITY OF AMES, IOWA; REPEALING ALL ORDINANCES
AND PARTS OF ORDINANCES IN CONFLICT HEREWITH AND
ESTABLISHING AN EFFECTIVE DATE
BE IT HEREBY ORDAINED by the City Council of the City of Ames, Iowa;
Section 1: The Official Zoning Map of the City of Ames, Iowa, as provided for in
Section 29.301 of the Municipal Code of the City of Ames, Iowa, is amended by changing
the boundaries of the districts established and shown on said Map in the m anner
authorized by Section 29.1507 of the Municipal Code of the City of Ames, Iowa, as follows:
That the real estate, generally located at 2715 Dayton Avenue, is rezoned from
Agricultural (A) to Government/Airport District (S-GA).
Real Estate Description: A part of the NE1/4 of the NE1/4 of Section 36-T84N-
R24W of the 5th P.M. Story County, Iowa, described as follows: Beginning at a
point on the east line, 16.5 ft. South of the NE corner of said NE1/4-NE1/4, thence
N88° 41’W -925.0 ft., parallel and 16.5 ft. distant from the north line of said NE1/4-
NE1/4; thence south 275.0 ft., thence S88° 41’E.-925.0 ft. to the east line of said
NE1/4 -NE1/4; thence north 275.0 ft. to point of beginning, containing 5.84 acres,
subject to highway right of way.
Section 2: All other ordinances and parts of ordinances in conflict herewith are
hereby repealed to the extent of such conflict.
Section 3: This ordinance is in full force and effect from and after its adoption
and publication as provided by law.
273
ADOPTED THIS day of , .
Renee Hall, City Clerk John A Haila, Mayor
274
To:Mayor & City Council
From:Kelly Diekmann, Director of Planning & Housing
Date:September 9, 2025
Subject:Ordinance for PUD Overlay with Site Development Plan
Item No. 32
MEMO
The ordinance relating to 400 South 4th Street PUD Overlay with Site
Development Plan is attached for City Council's review and approval on third
reading and adoption.
ATTACHMENT(S):
400 S 4th Street Rezoning.docx
City Clerk's Office 515.239.5105 main
515.239.5142 fax
515 Clark Ave. P.O. Box 811
Ames, IA 50010
www.CityofAmes.org
275
DO NOT WRITE IN THE SPACE ABOVE THIS LINE, RESERVED FOR RECORDER
Prepared by: City Clerk’s Office, 515 Clark Avenue, Ames, IA 50010 Phone: 515-239-5105
Return to: Ames City Clerk, P.O. Box 811, Ames, IA 50010
ORDINANCE NO.
AN ORDINANCE AMENDING THE OFFICIAL ZONING MAP OF THE
CITY OF AMES, IOWA, AS PROVIDED FOR IN SECTION 29.301 OF THE
MUNICIPAL CODE OF THE CITY OF AMES, IOWA, BY CHANGING THE
BOUNDARIES OF THE DISTRICTS ESTABLISHED AND SHOWN ON
SAID MAP AS PROVIDED IN SECTION 29.1507 OF THE MUNICIPAL
CODE OF THE CITY OF AMES, IOWA; REPEALING ALL ORDINANCES
AND PARTS OF ORDINANCES IN CONFLICT HEREWITH AND
ESTABLISHING AN EFFECTIVE DATE
BE IT HEREBY ORDAINED by the City Council of the City of Ames, Iowa;
Section 1: The Official Zoning Map of the City of Ames, Iowa, as provided for in Section
29.301 of the Municipal Code of the City of Ames, Iowa, is amended by changing the boundaries
of the districts established and shown on said Map in the manner authorized by Section 29.1507
of the Municipal Code of the City of Ames, Iowa, as follows: That the real estate, generally located
400 S 4th Street rezoned to Mixed Use District (S-SMD).
Real Estate Description: Clarks Subdivision Outlot A Parcel G, Lots 2-6
Section 2: All other ordinances and parts of ordinances in conflict herewith are hereby
repealed to the extent of such conflict.
Section 3: This ordinance is in full force and effect from and after its adoption and
publication as provided by law.
ADOPTED THIS day of , .
Renee Hall, City Clerk John A Haila, Mayor
276