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HomeMy WebLinkAboutA023 - Developer Incentive Request Follow Up from May 27To: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 1 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? 2 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. 3 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. 4 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. 5 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. 6 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 162 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% 7 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 8 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. 9 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. 10 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 11 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. 12 • 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. 13 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. 14 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? 15 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. 16 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 17 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. 18 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. 19 - 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. 20 • 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? 21 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. 22 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. 23 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. 24 Development Overviews •Hayden’s Preserve •Auburn Trail •Greenbriar (former Borgmeyer farm property) •Commercial Area of Bluffs at Dankbar Farms •Domani I (south) 25 North Development Area 26 South Development Area 27 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 28 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 29 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 30 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) 31 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 32 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 33 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 34 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 35 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 36 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 37 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 38 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 O R G E W C A R V E R A V E H Y D E A V E 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 39 GREE N HILL S D R WHITE OAK DR COTTONWOOD R D WESSEXDR C E D A R L N 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 N I V E R S IT Y B LVD A U R O R A A V E UNIV E R S I T Y 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 40