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HomeMy WebLinkAboutCouncil Packet - 11/17/2025CITY OF �4iLTERLOO IOWA THECITY COUNCIL OF WATERLOO, IOWA REGULAR SESSION TO BE HELD AT Harold E. Getty Council Chambers Monday, November 17, 2025 5:30 PM CITY OF WATERLOO COMMUNITY VISION PLAN 1. Fly the W: To develop a sense of pride and relationship between residents and the City of Waterloo, and then leverage that pride to communicate the City's attributes to external audiences. 2. Elevate Housing: Redevelop, renovate, or improve 800 residences in Waterloo in eight years by providing access to capital. 3. Celebrate and Connect Neighborhoods: To leverage Waterloo's rich tradition of neighborhoods by celebrating and connecting them with the community and region at large. 4. Waterloo Works: Grow a diverse and skilled workforce in Waterloo that connects people and employers for mutual growth. 5. Crossroads Doubledown: Re -energize the Crossroads Mall area into a sports/recreation-themed gravitational center. 6. Power Up Downtown: Keep Waterloo's core downtown evolving to meet the needs of future generations, supporting and showcasing arts and cultural opportunities and creating an experience like no other. 7. Sportstown USA: To generate excitement, develop youth, and drive investment and economic impact from year-round visitors. 8. Community of Opportunity: Eliminate barriers that keep Waterloo residents, and the community as a whole, from reaching its true potential, creating an equitable, thriving, and sustainable community for future generations. Waterloo is a Community of Opportunity, where everyone can prosper. GENERAL RULES FOR PUBLIC PARTICIPATION REGULAR SESSION AGENDA A. Iowa Code Chapter 21 gives the public the right to attend council meetings, but it does not require cities to allow public participation except during public hearings. The public is required to follow the rules listed in this article when speaking during any meeting of the city council. B. At the presiding officer's discretion, individuals may address the presiding officer by stepping to the podium, and after recognition by the presiding officer, shall state their Page 1 of 865 name, address, and group affiliation, if appropriate, and speak clearly into the microphone. C. Comments shall be germane and refrain from personal, impertinent, or slanderous remarks. D. Cell phones and electronic devices shall be set to silent prior to the start of the meeting. RULES FOR PUBLIC COMMENT SECTION OF THE AGENDA A. Individuals shall speak one (1) time on only one (1) issue for a maximum of three (3) minutes During the public comment section of the agenda. The public shall not be required to pre -register to speak during public comment. Individuals shall only speak on matters not listed on the regular agenda for that date. Any matter presented shall be directed to the presiding officer and addressed, if necessary, after the meeting. B. Council members may speak during public comment portion of the agenda after the public has finished speaking C. City staff shall not be required to provide an immediate answer to a matter presented during a council meeting unless it specifically pertains to an item on the agenda RULES FOR PUBLIC COMMENT DURING PUBLIC HEARINGS Individuals may speak during the public comment portion of a scheduled public hearing for a maximum of three (3) minutes or may submit written comments to the city clerk by four o'clock (4:00) P.M. on the day of the public hearing. Groups of citizens with similar viewpoints are encouraged to select a representative to share the viewpoint of the group. RULES FOR PUBLIC COMMENT DURING AGENDA ITEMS At the discretion of the presiding officer, individuals may speak for a maximum of three (3) minutes when the council discusses agenda items. This section does not apply to businesses or parties directly involved in agenda items. Roll Call. Prayer or Moment of Silence. Pledge of Allegiance, John Chiles, Ward 1 Council Member. Approval of Agenda as proposed or amended. Approval of Minutes of the November 3, 2025, Regular Council Session as proposed or amended. PUBLIC COMMENTS Iowa Code Chapter 21 gives the public the right to attend council meetings but it does not require cities to allow public participation except during public hearings. The City of Waterloo encourages the public to participate during the Oral Presentations by following the rules listed on the front of the agenda. CONSENT AGENDA Page 2 of 865 The consent agenda is reserved for routine resolutions and motions, acted upon by roll call vote on a single motion without discussion. Council shall either vote yea or nay when the roll is called. Council members may request that an item be removed from the consent agenda and considered separately. Such a request does not require a second. The public shall be prohibited from requesting that items listed on the consent agenda be removed and considered separately. The public may contact council members with questions regarding consent agenda items. 1-4A-16(A)(8). 1. Bills Payment, Finance Committee Invoice Summary Report, a copy of which is on file in the office of the City Clerk. 2. Resolution approving award of hotel/motel tax council discretionary funds to the Waterloo Police Department in the amount of $45,000.00. 3. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Crossroads Waterloo Tax Increment District, and place the certification on file. 4. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Downtown Waterloo Tax Increment District, and place the certification on file. 5. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Northeast Industrial Park Waterloo Tax Increment District, and place the certification on file. 6. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Martin Road Waterloo Tax Increment District, and place the certification on file. 7. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 San Marnan Waterloo Tax Increment District, and place the certification on file. 8. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Rath Waterloo Tax Increment District, and place the certification on file. 9. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 East Unified Waterloo Tax Increment District, and place the certification on file. 10. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Schoitz Waterloo Tax Increment District, and place the certification on file. 11. Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 University Avenue Waterloo Tax Increment District, and place the certification on file. 12. Resolution approving the City of Waterloo Annual Financial Report for the Fiscal Year Page 3 of 865 ended June 30, 2025, authorizing publication of the report, submission to the State of Iowa, and execution of the document by the Mayor and Finance Director. 13. Resolution approving the Annual Financial Report for City Streets, for the fiscal year ended June 30, 2025, and authorizing transmittal to the Iowa Department of Transportation. 14. Resolution approving electronic submission of the Tax Increment Finance (TIF) reports to the State of Iowa for Fiscal Year 2025. 15. Resolution setting date of public hearing as December 1, 2025, to approve a request by the City of Waterloo to rezone approximately 0.33 acres from "C-1, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District, and instruct the City Clerk to publish notice. 16. Resolution setting date of public hearing as December 1, 2025, to approve a request by Luke and Megan Finley to rezone approximately 1.18 acres from "A-1" Agricultural District to "R-1" One and Two Family Residence District located east of 930 East Orange Road, and instruct the City Clerk to publish notice. 17. Resolution setting date of public hearing as December 1, 2025, to authorize the sale and conveyance of 217-221 W. 5th Street (Central Battery Building), to The Battery Building, LLC, in the amount of $1.00, for the approximate $6.63 million rehabilitation of an approximately 16,700 square foot three-story building, into residential and commercial space, including approval of a Development and Minimum Assessment Agreement, and instruct the City Clerk to publish notice. 18. Resolution setting the date of public hearing as December 1, 2025, for an amendment to the development agreement with International Paper Company, for the sale and conveyance of approximately 6.29 acres of city -owned property, and instructing the City Clerk to publish notice. 19. Resolution approving eleven (11) FY 2026 Quarter 3 and Quarter 4 Mini -event grants, in the amount of $108,500.00, as recommended by the Waterloo Convention and Visitors Bureau Board of Directors. 20. Motion to approve Change Order No. 3 with Peters Construction Corporation, of Waterloo, Iowa, for a net decrease of $14,314.83, in conjunction with Terminal Parking Canopy Structure, Contract No. ICAIF No. 91220ALO400, and authorizing the Mayor and City Clerk to execute said document. 21. Resolution approving Pay Application No. 7 in the amount of $1,494.40, and approving the Completion of Project and Recommendation of Acceptance of Work for work performed by Peters Construction Corporation of Waterloo, Iowa, in conjunction with the Waterloo Public Market Renovation Project. 22. Resolution approving Completion of Project and Recommendation of Acceptance of Work for work performed by Peters Construction Corporation of Waterloo, lowa,in the amount of $2,400,472.06, in conjunction with the Terminal Parking Canopy Structure Project, Contract No. ICAIF No. 91220ALO400. 23. Resolution approving Completion of Project and Recommendation of Acceptance of Work Page 4 of 865 for work performed by Don Gardner Construction of Waterloo, Iowa, in the amount of $24,785.00, in conjunction with the Waterloo Convention Center Skywalk Remodel Project. 24. Motion to approve Change Order No. 1 with Midstate Solution, of Baxter, Iowa, for a net increase of $101,249.58, in conjunction with FY 2026 Sidewalk Infill, Ramp and Trail Repair Program - Zone 5A, Contract No. 1131, and authorizing the Mayor and City Clerk to execute said document. 25. Motion to approve Change Order No. 2 with Owen Contracting, Inc., of Cedar Falls, Iowa, for a net increase of $6,820.00, in conjunction with Reconstruct Taxiway A West, Contract No. FAA AIP 3-19-0094-056-2023 BIL, and authorizing the Mayor and City Clerk to execute said document. 26. Motion to approve Change Order No. 34 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $59,616.22, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. 27. Motion to approve Change Order No. 35 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $86,412.80, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. 28. Motion to approve Change Order No. 36 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $116,809.75, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. 29. Motion to approve Change Order No. 37 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $28,379.01, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. 30. Motion to approve the appointment of Tristan Aldous from the current Civil Service List to the position of Clerk II in the Waste Managerment Services, effective after November 17, 2025. 31. Jessica Rucker, Board/Commission: Design Review Board, Expiration Date: August 5, 2028, [renewal]. 32. Colleen Weliver, Board/Commission: Historic Preservation Commission, Expiration Date: October 3, 2028, [Renewal]. 33. Communication from the Sanitation Department on the notice of the conclusion of employment of Collin Weber, Solid Waste Technician, effective October 6, 2025 with recommendation of approval of payout of $2,181.15 for unused benefits. 34. Motion to receive and file Board of Adjustment minutes for April, May, June, July, August, and September 2025. 35. Motion to receive and file Complete Streets Committee minutes of March, April, June, Page 5 of 865 August, and September 2025. 36. Motion to receive and file Highway 218 Review and Design Commission minutes of May and August 2025. 37. Motion to receive and file Historic Preservation Commission minutes of April, May, June, July, August, and September 2025. 38. Motion to receive and file Planning, Programming, and Zoning Commission minutes of February, April, May, June, July, August, and September. 39. Liquor Licenses Aldi #33, 1918 Schukei Road, Class B w/Sunday Sales (Renewal) 11/20/2026. Starbeck Smokehouse, 250 Westfield Avenue, Class C w/Outdoor Service and Sunday Sales (New) 11/14/2026. 40. Bonds. 41. Resolution approving award of hotel/motel tax council discretionary funds to the North East Iowa Food Bank Inc in the amount of $25,000.00. RESOLUTIONS 1. Resolution approving an American Rescue Plan Act Subrecipient Agreement with Iowa Heartland Habitat for Humanity in the amount of $500,000.00. Submitted by: Noel Anderson, Community Planning and Development Director 2. Resolution approving First Amendment to the 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract for city -owned lots generally acquired through Iowa Code 657A, changing the term of the Contract from April 19, 2025 to April 18, 2026. Submitted by: Noel Anderson, Community Planning and Development Director 3. Resolution approving a Permanent Easement Agreement in the amount of $7,351.00, with T and S Properties Management II, LLC, located at 1409 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said document. Submitted by: Noel Anderson, Community Planning and Development Director 4. Resolution approving and accepting an Acquisition Contract and approving a Deed to sell real property to the City of Waterloo for a partial right-of-way acquisition, and Permanent and Temporary Easements Agreements with C and M Enterprises, Inc., in the amount of $5,132.00, located at 1620 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said documents. Submitted by: Noel Anderson, Community Planning and Development Director 5. Resolution approving a Temporary Easement Agreement in the amount of $2,000.00 with Halloran Properties, LLC, located at 1950 Plymouth Avenue, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to Page 6 of 865 execute said document. Submitted by: Noel Anderson, Community Planning and Development Director 6. Resolution extending a moratorium on the issuance of new tobacco permits in the City of Waterloo, Black Hawk County, Iowa until May 5, 2026. Submitted by: Noel Anderson, Community Planning and Development Director 7. Resolution extending a moratorium on the issuance of a special permit or variance for hobby farms in the City of Waterloo, Black Hawk County, Iowa until May 5, 2026. Submitted by: Noel Anderson, Community Planning and Development Director 8. Resolution approving a School Resource Officer Agreement with the Cedar Valley Catholic Schools (Waterloo area only) to provide one School Resource Officer in the schools for FY 26-29, in the amount of $357,320.00, including funding for officer training, and authorizing the Mayor to execute said document. Submitted by: Aaron McClelland, Captain 9. Resolution approving request by the Waterloo Regional Airport to release 89.16 acres of Airport property known as Parcel F, for the amount of $2,675,000.00, to the City of Waterloo, Iowa for continued development, and authorizing the Mayor and City Clerk to execute all formal land release documents as required, and submit said documents to the Federal Aviation Administration. Submitted by: Steven Kjergaard, Director of Aviation 10. Resolution approving a Professional Services Agreement with WHA Inc., of Cedar Rapids, Iowa, in the amount of $44,902.80, in conjunction with the Ansborough Avenue CMAQ, Traffic Signal Fiber Optic Installation from Downing Avenue south 2.7 miles to Fischer Drive, and authorizing the Mayor to execute said document. Submitted by: Randy Bennett, Public Works Division Manager 11. Resolution approving a Professional Services Agreement with WHA Inc., of Cedar Rapids, Iowa, in the amount of $44,902.80, in conjunction with the Broadway Street CMAQ Traffic Signals, Fiber Optic Installation, Broadway Street, US 63 north 4.2 miles to US Hwy. 218, and authorizing the Mayor to execute said document. Submitted by: Randy Bennett, Public Works Division Manager 12. Resolution approving an Professional Services Agreement with Strand Associates, to provide proposal preparation, bidding -related services, and if -authorized services for the Anaerobic Lagoon Biogas Upgrading project at the Waste Management Anaerobic Lagoon, in an amount not to exceed $50,000.00, and authorizing the Mayor to execute said document. Submitted by: Randy Bennett, Public Works Division Manager 13. Resolution approving Addendum No. 10, in the amount of $1,502.50, with EN Communications, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Page 7 of 865 Mayor to execute said document. Submitted by: Jamie Knutson, City Engineer ORDINANCES 1. Amended and Restated South Waterloo Unified Urban Renewal and Redevelopment Plan. Motion to consider and pass for the second time an ordinance providing that the general property taxes levied and collected each year on all property located within the newly described Amended and Restated South Waterloo Unified Urban Renewal and Redevelopment Plan Area, in the City of Waterloo, County of Black Hawk, State of Iowa, by and for the benefit of the State of Iowa, City of Waterloo, County of Black Hawk, Waterloo Community School District and other taxing districts, be paid to a special fund for payment of principal and interest on loans, monies, advanced to and indebtedness, including bonds issued or to be issued, incurred by said City in connection with said Urban Renewal Project. Motion to suspend the rules. Motion to consider and pass the ordinance for the third time and adopt said ordinance. Submitted by: Noel Anderson, Community Planning and Development Director 2. Baltimore Fields Urban Renewal Plan. Motion to consider and pass for the second time an ordinance providing that the general property taxes levied and collected each year on all property located within the described Baltimore Fields Urban Renewal Area, in the City of Waterloo, County of Black Hawk, State of Iowa, by and for the benefit of the State of Iowa, City of Waterloo, County of Black Hawk, Waterloo Community School District and other taxing districts, be paid to a special fund for payment of principal and interest on loans, monies, advanced to and indebtedness, including bonds issued or to be issued, incurred by said City in connection with said Urban Renewal Project. Motion to suspend the rules. Motion to pass the ordinance for the third time and adopt the ordinance. Submitted by: Noel Anderson, Community Planning and Development Director ADJOURNMENT Motion to adjourn. Kelley Felchle City Clerk Page 8 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Bridgett Wood, Finance Director Finance Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving award of hotel/motel tax council discretionary funds to the Waterloo Police Department in the amount of $45,000.00. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Hotel Motel Application FY26 Page 9 of 865 CITY OF TERLOO Community of Opportunity Waterloo City Council Discretionary Hotel -Motel Grant Application The City of Waterloo is offering grants to non-profit entities for projects and community events that support tourism, quality of life and which bring people to Waterloo's downtown area. Grant funds are made possible through Hotel/Motel tax funds received by the City of Waterloo. City Ordinance states 10% of the revenues generated from the Hotel -Motel Tax can be used as discretionary dollars of the City Council to enhance projects that support several defined areas. To apply, please complete the following application and send the original plus four complete copies to: City of Waterloo Finance Dept., City Hall, 715 Mulberry St., Waterloo, Iowa, 50703. Incomplete applications will be returned. 1. General Information (It is highly recommended that applications be typewritten. Use a separate sheet of paper, if necessary): Name of organization Waterloo Police Department Name of facility/project Uniformed Police Presence at Community Events Contact person Assistant Chief Aaron McClelland E-mail leiboldj@waterloopolice.com Address of organization or person completing application: Street 715 Mulberry Street City Waterloo State Iowa Zip 50702 Phone 319-291-4339 Fax: 319-291-4332 2. Please describe your project in detail a) Explain the project as though you were telling a complete stranger. These funds allow officers to provide a proactive police presence at community events from July 1, 2025 until June 30, 2026. These events provide a substantial occupancy boost to the Hotels and Motels in the Waterloo area. A law enforcement presence is required at these events to provide a safe family friendly atmosphere in which to showcase our community. b) Please be specific how the grant monies will be used in the overall project. Page 10 of 865 These grant funds are utilized so officers can work at several area events including Irish Fest, National Cattle Congress, Fridayloo, BBQIoo, Mayor's Fireworks, My Waterloo Days, Pride Fest, Misc. Events and 4th Street Cruise. 3. What is the mission of your organization? To vigilantly protect, serve, and work together with our community to prevent crime and enhance the quality of life in our neighborhoods. 4. How long has your organization been in existence? Since 1868 5. How many staff members and/or volunteers are involved in this organization and the project? We have 123 sworn officers, 9 civilians and 10 volunteers. All employees of the police department are involved in promoting and working the events throughout the year. 6. Please indicate all the categories that your projects supports: X Category 1— Supports tourism and heads on beds X Category 2 — Supports and assists community events X Category 3 — Brings people downtown X Category 4 — Supports Waterloo quality of life 7. Please provide a detailed description of your project, together with a statement of how your project fits into one or more of the above listed 4 categories. Uniformed Waterloo Police Officers provide security at a variety of community events. We provide a visible police presence and proactively address issues of public safety to allow our citizens and guest to enjoy the quality of life amenities the city provides. Minimize any criminal activity that would reflect a negative image on the event and the City of Waterloo. 8. If your project has or will continue for more than one year, please explain your plans for financial sustainability. The overtime budget is funded via the 8.10 levy. These funds are used to in addition to the Hotel/Motel Funds to provide a proactive police presence at the events as needed. The safety of our citizens and visitors is paramount in our mission at these events. 9. Give an estimate of how you plan to measure the success of the project. We have had a proactive police presence at community events for the past several years. As a result of this there has been no major incidents surrounding the events and we have Page 11 of 865 developed strategies to address recurring problems with the event. These measures have provided a positive response in the perception of the City of Waterloo and our events. Attendance at community events has been increasing and visitors to our community enjoy themselves in a safe environment. Waterloo is becoming a destination city for these events and as such we must provide the necessary security to ensure safety. 10. Describe specifically how the proposed project will be marketed. These events are marketed by various community organizations within the city and serve to market and provide a positive image for the City of Waterloo. 11. Please provide a detailed description of the budget. Please include information about additional funding sources, income and how the hotel/motel tax grant fits into the overall budget. Event Cost 4th Street Cruise $5,000.00 Irish Fest $7,500.00 National Cattle Congress $14,500.00 BBQIoo's/Fridayloo's $4,000.00 My Waterloo Days $6,000.00 Mayor's Fireworks $3,000.00 Pridefest/ Misc. Events & Festivals $5,000.00 Total Funds Requested $45,000.00 12. Please include in your submitted materials: • Tax exempt status • W-9 form 13. We ask that you will submit a single page final report detailing the results of your project one month after the completion of the project. If you do not submit your final report within a month after completion you will not be eligible for further funding. • Were your intended goals for the project met? Please provide details. • How were the funds spent? Please be specific. Page 12 of 865 7ti*******************1i****iL*****Siii***Tti:i****]L]C*is*TtiiCiC****:iF*iiiti{Citii:*TL**]f*ii*Ttiii]1[4i*******l *** BUDGET SUMMARY: Total Project Cost $ 45,000.00 Additional Funding Sources $ as needed In -Kind Services $ Hotel/Motel Tax Grant Request $ 45,000.00 Please note: Additional Funding Sources, In -Kind Services and Hotel/Motel Tax Grant Request must equal Total Project Cost. I have reviewed this Application for Hotel/Motel Grant Funds from the City of Waterloo. The information contained in this application plus any attachment(s) is accurate and complete to the best of my knowledge. The Hotel/Motel Tax Grant Funds are to be used for the express purpose as stated in the Grant Application. I, the undersigned, fully understand that if this program/project does not transpire, Waterloo City Council's recommendation for funding will be withdrawn and my organization will be responsible for refunding any portion of funds already received. _2S 2r ignature of Applicant Date Page 13 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Crossroads Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Ecnomic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 14 of 865 ATTACHMENTS 1. Waterloo Crossroads Urban Renewal 07035 FYE2025 11132025 Page 15 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 16 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 154,276 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that reductions of $18,632.00 were made to Form 3 that did not carry to this page. Net outstanding debt as of June 30, 2025 should be $35,206,208.06 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 17 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Administrative Expenses O 'X' this box if a rebate agreement. List administrative details on lines above. 2. Salaries O 'X' this box if a rebate agreement. List administrative details on lines above. 3. AECOM Design La Porte D'X' this box if a rebate agreement. List administrative details on lines above. 4. Crossroads Blvd Median Paving L 'X' this box if a rebate agreement. List administrative details on lines above. 5. La Porte Rd Phase I Acq ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/2025 Total Amount: 8,607 6/16/2025 6,546 10/7/2024 5,678 5/21/2024 20,378 12/18/2023 22,529 Total For City TIF Form 1.1 Page 1: 63,738 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 18 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. Stormwater Easement and Temp Easement Agreement D'X' this box if a rebate agreement. List administrative details on lines above. 7. Crossing Point Rebate Adjustment (increase) 8. 9. 10. E'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 1/12/2024 Total Amount: 1,100 9/16/2013 89,438 Total For City TIF Form 1.1 Page 2: 90,538 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 19 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 11. 12. 13. 14. 15. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. I:1'X' this box if a rebate agreement. List administrative details on lines above. this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 3: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 20 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1:1'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 21 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2024 Signature of Authorized Official Telephone Page 22 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07035 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Club Car Wash rebate reduction of $18,632 Amount Reduced: 18,632 Total Reduction In Indebtedness For This Urban Renewal Area: 18,632 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 23 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Downtown Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 24 of 865 ATTACHMENTS 1. Waterloo Downtown Urban Renewal 07008 FYE2025 Page 25 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 26 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 45,910,133 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $6,793,188.67 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $78,097,646.02 Dated this day of November 2025 Signature of Authorized Official Telephone Page 27 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Main Street Contract FY25 $66,000 O 'X' this box if a rebate agreement. List administrative details on lines above. 2. Administrative Expenses FY25 O 'X' this box if a rebate agreement. List administrative details on lines above. 3. Grow Cedar Valley Contract FY25 D'X' this box if a rebate agreement. List administrative details on lines above. 4. Property Closings FY25 L 'X' this box if a rebate agreement. List administrative details on lines above. 5. Vandewalle Contract FY25 D'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 06/16/2025 Total Amount: 66,000 6/16/2025 33,710 6/16/2025 750 6/16/2025 8,002 6/16/2025 76,296 Total For City TIF Form 1.1 Page 1: 184,758 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 28 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. Bread to Beer Grant O'X' this box if a rebate agreement. List administrative details on lines above. 7. Lincoln Savings Bank Parcel Closing 1=I'X' this box if a rebate agreement. List administrative details on lines above. 8. Techworks Parcel Closing 1=I'X' this box if a rebate agreement. List administrative details on lines above. 9. Cedar River Marina FY25 I:1'X' this box if a rebate agreement. List administrative details on lines above. 10. HR Green Environmental Surveys FY25 this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 10/6/2025 Total Amount: 750,000 2/6/2023 21,902 26/2023 21,902 1/18/2022 7,995 7/16/2018 5,100 Total For City TIF Form 1.1 Page 2: 806,899 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 29 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 11. Blacks Building Development Agreement O 'X' this box if a rebate agreement. List administrative details on lines above. 12. Hard Court Facility Development Agreement O 'X' this box if a rebate agreement. List administrative details on lines above. 13. Public Market Renovation D'X' this box if a rebate agreement. List administrative details on lines above. 14. City Hall Move L 'X' this box if a rebate agreement. List administrative details on lines above. 15. Eocene Environmental Group Inc D'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: 11/03/2025 Total Amount: 21,337,079 2/17/2025 4,000,000 7/1/2024 7,926 3/17/2025 55,160 2/17/2025 3,800 Total For City TIF Form 1.1 Page 3: 25,403,965 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 30 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 16. All Star Environmental - Absestos Removal O 'X' this box if a rebate agreement. List administrative details on lines above. 17. Property Demolitions O 'X' this box if a rebate agreement. List administrative details on lines above. 18. 4th/5th/6th Streets Traffic Conversion O'X' this box if a rebate agreement. List administrative details on lines above. 19. Bread to Beer LLC Rebate Adjustment (Increase) O 'X' this box if a rebate agreement. List administrative details on lines above. 20. 2025A GO Bonds New Money Principal: $3,560,000 Interest: $1,689,484.44 O 'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: 7/ 1 /2024 Total Amount: 24,983 6/16/2025 211,526 7/7/2025 40,799 10/6/2025 368,946 6/16/2025 5,249,484 Total For City TIF Form 1.1 Page 4: 5,895,738 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 31 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Page 5 Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21 2025B GO Bonds New Money Principal: $6,590,000 Interest: $3,991,922.22 D'X' this box if a rebate agreement. List administrative details on lines above. 22 Martin Flats LLC New Rebates El'X' this box if a rebate agreement. List administrative details on lines above. 23 FDP CD LLC New Rebates El'X' this box if a rebate agreement. List administrative details on lines above. 24 FDP OC LLC New Rebates El'X' this box if a rebate agreement. List administrative details on lines above. 25 Hotel President Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: 6/16/2025 Total Amount: 10,581,922 11/20/2023 169,260 12/02/2024 2,383,920 8/05/2024 366,310 4/5/2015 2,270 Total For City TIF Form 1.1 Page 5: 13,503,682 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 32 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Page 6 Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 26 Grand Crossing LLC Rebate Adjustment (Increase) El'X' this box if a rebate agreement. List administrative details on lines above. 27 Art Mall Properties Rebate Adjustment (Increase) El'X' this box if a rebate agreement. List administrative details on lines above. 28 Makenda LLC Rebate Adjustment (Increase) El'X' this box if a rebate agreement. List administrative details on lines above. 29 FischeIs Holdings LLC Rebate Adjustment (Increase) 30 El'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: 12/19/2016 Total Amount: 47,643 7/16/2018 46,664 10/19/2019 20,368 11/5/2012 416 Total For City TIF Form 1.1 Page 6: 115,091 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 33 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Page 7 Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 31 32 33 34 35 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: D'X' this box if a rebate agreement. List administrative details on lines above. El'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. 111'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 7: 0 * 'Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 34 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: WATERLOO County: BLACK HAWK Page 8 Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 36 37 38 39 40 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 111'X' this box if a rebate agreement. List administrative details on lines above. El'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. 111'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 8: 0 * 'Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 35 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 36 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Continued from Form 2, page 1 Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 37 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: WATERLOO County: BLACK HAWK Urban Renewal Area Name: WATERLOO DOWNTOWN URBAN RENEWAL Urban Renewal Area Number: 07008 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: CV Real Estate LLC rebate reduction $31,842 JSA Development rebate reduction $3,840 Gaymond Schultz Phase I, II, and III rebate reduction $31,129 Twin Trees rebate reduction $15,878 QOZ 6 Comm LLC rebate reduction $1,223,942 Lincoln Savings Bank rebate reduction $8,072 3 Stooges rebate reduction $409 Park Ave Lofts rebate reduction $40,552 Elizabeth Blake rebate reduction $4,358 Amount Reduced: 31,842 3,840 31,129 15,878 1,223,942 8,072 409 40,552 4,358 LSB Grant estimate reduction of $200,000 (didn't qualify for all of grant in first year) 200,000 Park Avenue Bridge Reconstruction estimate reduction of $5,416,500 5,416,500 Total Reduction In Indebtedness For This Urban Renewal Area: 6,976,522 Dated this day of November 2025 Signature of Authorized Official Telephone Page 38 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Northeast Industrial Park Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 39 of 865 ATTACHMENTS 1. Waterloo NE Ind Urban Renewal 07015 FYE2025 1132025 Page 40 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 41 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 6,913,386 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $5,943,308.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $10,024,420.54. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 42 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Grow Cedar Valley O 'X' this box if a rebate agreement. List administrative details on lines above. 2. Administrative Expenses O 'X' this box if a rebate agreement. List administrative details on lines above. 3. Farm Lease Property Taxes FY 25 D'X' this box if a rebate agreement. List administrative details on lines above. 4. EDA Match Fiber Backbone FY 25 L 'X' this box if a rebate agreement. List administrative details on lines above. 5. NEIA NEPA Study Match D'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 7/3/2023 Total Amount: 8,792 6/16/2025 901 9/20/2022 4,110 6/17/2024 25,119 2/5/2024 18,094 Total For City TIF Form 1.1 Page 1: 57,016 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 43 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. 2025 GO Bonds Frost Land Principal 4,000,000 Interest 2,421,945 O 'X' this box if a rebate agreement. List administrative details on lines above. 7. Legal/Eng./Consult Expenses O 'X' this box if a rebate agreement. List administrative details on lines above. 8. AECOM MLK Wetland Design D'X' this box if a rebate agreement. List administrative details on lines above. 9. Shift General Contracting Contract 1109 MLK Wetland Restoration L 'X' this box if a rebate agreement. List administrative details on lines above. 10. MidAmerican GT Dr Gas Main D'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 9/3/2024 Total Amount: 6,421,945 5/1/2024 2,932 4/01/2024 7,461 4/01/2024 107,297 10/07/2024 11,786 Total For City TIF Form 1.1 Page 2: 6,551,421 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 44 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 11. Eocene Project Blackout O'X' this box if a rebate agreement. List administrative details on lines above. 12. Frontage 3520 Newell Water Works 1=I'X' this box if a rebate agreement. List administrative details on lines above. 13. Engineering Sewer Hook On Fee 1=I'X' this box if a rebate agreement. List administrative details on lines above. 14. Plunkett Raysich Arhitects I:1'X' this box if a rebate agreement. List administrative details on lines above. 15. Gray Transportation Rebate Adjustment (Increase) this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: 1 /21 /2025 Total Amount: 36,072 10/16/2024 12,823 6/16/2025 8,275 7/21/2025 225,001 1/3/2023 15,768 Total For City TIF Form 1.1 Page 3: 297,939 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 45 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 16. FY25 Salaries 17. 18. 19. 20. 1:'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1:1'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: 6/16/2025 Total Amount: 7,010 Total For City TIF Form 1.1 Page 4: 7,010 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 46 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Certify the estimated max, less $750,000 of increment revenue. Amount Requested: Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 47 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Northeast Industrial Urban Renewal Urban Renewal Area Number: 07015 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: 4F1 Properties Rebate Estimate Decrease of $95,220 2024 GO Bonds reduction of $5,208,885. Should not have been certified in FY24 Wetlands purchase estimate decrease of $639,203 Amount Reduced: 95,220 5,208,885 639,203 Total Reduction In Indebtedness For This Urban Renewal Area: 5,943,308 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 48 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Martin Road Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 49 of 865 ATTACHMENTS 1. Waterloo Martin Road Urban Renewal 07016 FYE2025 Page 50 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 51 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Martin Road Urban Renewal Urban Renewal Area Number: 07016 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 2,227,259 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $14,324.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $6,861,837.17. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 52 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Martin Road Urban Renewal County: Black Hawk Urban Renewal Area Number: 07016 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. FY25 Salaries O 'X' this box if a rebate agreement. List administrative details on lines above. 2. FY25 Administrative Expenses D'X' this box if a rebate agreement. List administrative details on lines above. 3. 310 Upland Drive D'X' this box if a rebate agreement. List administrative details on lines above. 4. Byrnes Park Project 5. L 'X' this box if a rebate agreement. List administrative details on lines above. ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/2025 Total Amount: 4,286 6/16/2025 3,625 3/04/2024 1,475 4/21/2025 300,000 Total For City TIF Form 1.1 Page 1: 309,386 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 53 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Martin Road Urban Renewal County: Black Hawk Urban Renewal Area Number: 07016 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. LMV Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 7. Deer Creek Development Grant Increase for additional land E'X' this box if a rebate agreement. List administrative details on lines above. 8. Loves Travel Stop Rebate Adjustment (Increase) Q'X' this box if a rebate agreement. List administrative details on lines above. 9. Pairie Legacy Ventures (Hawkeye Stages) Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 10. Warren Transport Rebate Adjustment (Increase) Q'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 8/24/2022 Total Amount: 63,874 9/26/2016 24,792 10/17/2016 131,652 9/14/2015 6,189 5/17/2021 101,926 Total For City TIF Form 1.1 Page 2: 328,433 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 54 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Martin Road Urban Renewal County: Black Hawk Urban Renewal Area Number: 07016 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 11. Fusion Investments LLC Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 12. Fusion Investments II LLC Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 13. BCS Properties LLC Rebate Adjustment (Increase) Q'X' this box if a rebate agreement. List administrative details on lines above. 14. JAS Investments Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 15. Cardinal Construction Rebate Adjustment (Increase) Q'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: 4/27/2020 Total Amount: 347,008 6/3/2024 1,131,960 3/30/2015 93,764 3/28/2016 7,782 4/2/2018 8,926 Total For City TIF Form 1.1 Page 3: 1,589,440 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 55 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Martin Road Urban Renewal County: Black Hawk Urban Renewal Area Number: 07016 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: E'X' this box if a rebate agreement. List administrative details on lines above. E'X' this box if a rebate agreement. List administrative details on lines above. E'X' this box if a rebate agreement. List administrative details on lines above. L'X' this box if a rebate agreement. List administrative details on lines above. E'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 56 of 865 CITY TIF FORM 2 City: SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area Urban Renewal Area Name: County: Urban Renewal Area Number: (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 57 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Martin Road Urban Renewal Urban Renewal Area Number: 07016 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Senad Dizdarevic Rebates Estimate Adjustment Decrease of $7,360 M&K Electric Rebates Estimate Adjustment Decrease of $3,678 CRF Rentals Rebates Estimate Adjustment Decrease of $3,286 Amount Reduced: 7,360 3,678 3,286 Total Reduction In Indebtedness For This Urban Renewal Area: 14,324 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 58 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 San Marnan Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 59 of 865 ATTACHMENTS 1. Waterloo San Marnan Urban Renewal 07030 FYE2025 Page 60 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 61 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 1,132,536 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $800,986.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $22,374,003.60. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 62 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. FY25 Administrative Expenses O 'X' this box if a rebate agreement. List administrative details on lines above. 2. FY25 Salaries O 'X' this box if a rebate agreement. List administrative details on lines above. 3. GROW CV Contract FY25 D'X' this box if a rebate agreement. List administrative details on lines above. 4. Engineering consulting, Acquisitions, and Legal Services L 'X' this box if a rebate agreement. List administrative details on lines above. 5. AECOM - 23L South Waterloo Business Park D'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/2025 Total Amount: 3,880 6/16/2025 6,208 7/3/2023 8,791 6/16/2025 21,660 1/17/2023 311,810 Total For City TIF Form 1.1 Page 1: 352,349 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 63 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. Wolfe Land Acquisition E'X' this box if a rebate agreement. List administrative details on lines above. 7. VI 2, LLC New Rebate E'X' this box if a rebate agreement. List administrative details on lines above. 8. MFCG, LLC Rebate Increase $3,618 Q'X' this box if a rebate agreement. List administrative details on lines above. 9. Green Acres Storage Rebate Increase $51,242 E'X' this box if a rebate agreement. List administrative details on lines above. 10. San Marnan Management/ VGM Expansion Rebate Adjustment (Increase) Q'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 12/12/2024 Total Amount: 632,621 2/21/2022 87,766 9/4/2012 3,618 4/27/2015 51,242 4/27/2015 1,700 Total For City TIF Form 1.1 Page 2: 776,947 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 64 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 11. Taylor RE Holdings Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 12. Canterbury Court Rebate Adjustment (Increase) 13. 14. 15. E'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: 1/22/2018 Total Amount: 2,462 9/17/2018 778 Total For City TIF Form 1.1 Page 3: 3,240 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 65 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1:'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1:1'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 66 of 865 CITY TIF FORM 2 City: SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area Urban Renewal Area Name: County: Urban Renewal Area Number: (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 67 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo San Marnan Urban Renewal Urban Renewal Area Number: 07030 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Locke Realty Inc. Rebate Estimate Decrease of $986 Lost Island Themepark rebate estimate decrease of $3,696 PWM Grants decrease of $800,000. Project not moving forward. Amount Reduced: 986 3,696 800,000 Total Reduction In Indebtedness For This Urban Renewal Area: 804,682 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 68 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Rath Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 69 of 865 ATTACHMENTS 1. Waterloo Rath Area Urban Renewal 07009 FYE2025 Page 70 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 71 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Rath Area Urban Renewal Urban Renewal Area Number: 07009 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 628,246 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $319.00 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $5,880,761.45. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 72 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Rath Area Urban Renewal County: Black Hawk Urban Renewal Area Number: 07009 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Administrative Expenses O'X' this box if a rebate agreement. List administrative details on lines above. 2. Salaries FY 25 1=I'X' this box if a rebate agreement. List administrative details on lines above. 3. Administrative Absestos Removal 1=I'X' this box if a rebate agreement. List administrative details on lines above. 4. Eocene ESA Phase 1 I:1'X' this box if a rebate agreement. List administrative details on lines above. 5. Crystal Distribution Rebate Adjustment (Increase) this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/2025 Total Amount: 6,140 6/16/2025 7,750 6/16/2025 3,090 9/26/2024 6,400 5/17/2021 354,849 Total For City TIF Form 1.1 Page 1: 378,229 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 73 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Rath Area Urban Renewal County: Black Hawk Urban Renewal Area Number: 07009 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. 1651 Sycamore Street Property Acquisition 7. 8. 9. 10. O 'X' this box if a rebate agreement. List administrative details on lines above. O 'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 8/01/2024 Total Amount: 250,017 Total For City TIF Form 1.1 Page 2: 250,017 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 74 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Rath Area Urban Renewal County: Black Hawk Urban Renewal Area Number: 07009 11. 12. 13. 14. 15. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. I:1'X' this box if a rebate agreement. List administrative details on lines above. this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 3: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 75 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Rath Area Urban Renewal County: Black Hawk Urban Renewal Area Number: 07009 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1:'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1:1'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 76 of 865 CITY TIF FORM 2 City: SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area Urban Renewal Area Name: County: Urban Renewal Area Number: (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Certify the estimated max, less $572,775 of increment revenue. Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 77 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Rath Area Urban Renewal Urban Renewal Area Number: 07009 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: A&K Investments rebate estimate decrease of $319 Amount Reduced: 319 Total Reduction In Indebtedness For This Urban Renewal Area: 319 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 78 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 East Unified Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 79 of 865 ATTACHMENTS 1. Waterloo East Waterloo Unified TIF 07045 FYE2025 11132025 Page 80 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 81 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: East Waterloo Unified TIF Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 4,278,460 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that we removed $216,721 in debt reductions and revenue adjustments using Form 3 that did not carry to this form. Net debt outstanding at 6/30/2025 should be $43,242,431.78. Please note that this report is for the new district created as a result of the merger of the Airport (District 07010) and Logan (District 07035) urban renewal areas. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 82 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Administrative Expenses FY25 O'X' this box if a rebate agreement. List administrative details on lines above. 2. North Crossing Platting and Design FY25 1=I'X' this box if a rebate agreement. List administrative details on lines above. 3. Chamberlain Expenses FY25 1=I'X' this box if a rebate agreement. List administrative details on lines above. 4. Demolition Costs FY25 I:1'X' this box if a rebate agreement. List administrative details on lines above. 5. Waterloo Waterworks - Front Footage this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/2025 Total Amount: 61,373 6/06/2020 8,942 8/07/2023 5,131 6/16/2025 65,230 6/16/2025 53,641 Total For City TIF Form 1.1 Page 1: 194,317 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 83 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. JSA Development 425 Franklin Grant O 'X' this box if a rebate agreement. List administrative details on lines above. 7. St Mary's Demolition and Oversite Costs O 'X' this box if a rebate agreement. List administrative details on lines above. 8. 2 vacant tracts of of land - parcel f and f2 O'X' this box if a rebate agreement. List administrative details on lines above. 9. Hawkeye Community College Foundation Development Grant O 'X' this box if a rebate agreement. List administrative details on lines above. 10. Zydeco Investments LLC New Rebate 15 years @ 50% O 'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: 10/02/2023 Total Amount: 85,000 6/3/2024 134,195 5/19/2025 178,322 12/06/2021 5,000 6/16/2025 889,770 Total For City TIF Form 1.1 Page 2: 1,292,287 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 84 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 11. Grow Cedar Valley FY25 O 'X' this box if a rebate agreement. List administrative details on lines above. 12. WARP 4th Addition FY25 O 'X' this box if a rebate agreement. List administrative details on lines above. 13. MidAmerican Street Lights Warp and Hyper - $40,011 Electrical Distribution Warp and Hyper - $358,857 Gas Distribution - $148,640 O'X' this box if a rebate agreement. List administrative details on lines above. 14.2790 Livingston Ln ESA Phases O 'X' this box if a rebate agreement. List administrative details on lines above. 15. Habitat for Humanity Infill O 'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: 7/03/2023 Total Amount: 8,792 12/02/2024 1,751,468 11/18/2024 547,508 2/3/2025 3,200 2/21/2022 10,000 Total For City TIF Form 1.1 Page 3: 2,320,968 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 85 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 16. Habitat for Humanity 512 Almond Acquisition Grant O 'X' this box if a rebate agreement. List administrative details on lines above. 17. 500 Lake Street O 'X' this box if a rebate agreement. List administrative details on lines above. 18. Farm Lease Taxes D'X' this box if a rebate agreement. List administrative details on lines above. 19. KWWL Rebate Adjustment (Increase) O 'X' this box if a rebate agreement. List administrative details on lines above. 20. Avita Expansion Rebate Adjustment (Increase ▪ this box if a rebate agreement. List administrative details on lines above. Date Approved*: 8/19/2024 Total Amount: 37,000 4/11/2022 13,017 6/16/2025 4,014 5/21/2018 71,756 10/15/2018 9,039 Total For City TIF Form 1.1 Page 4: 134,826 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 86 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 5 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21. North Crossing LLC Rebate Adjustment (Increase) D'X' this box if a rebate agreement. List administrative details on lines above. 22 GBG LLC Rebate Adjustment (Increase) D'X' this box if a rebate agreement. List administrative details on lines above. 23. 3 Stooges (Geraldine) New Rebate 7 years @ 50% El'X' this box if a rebate agreement. List administrative details on lines above. 24. Hickory House New Rebate 5 years @ 80% 1 year @ 40% El'X' this box if a rebate agreement. List administrative details on lines above. 25. Superior Properties New Rebate 8 years @ 75% 2 year @ 70% El'X' this box if a rebate agreement. List administrative details on lines above. Date Approved Total Amount: 7/20/2020 59,962 11/5/2018 12,608 7/21/2025 68,586 5/15/2023 32,780 6/20/2022 162,126 336,062 ""Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 87 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 6 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21. All In Grocers New Rebate 10 years @ 80% 1 year @ 25% E'X' this box if a rebate agreement. List administrative details on lines above. 22 ConAgra Phase II and III Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 23. Hydrite Chemical Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. 24. Kent Dierks New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 25. Koelker Properties LLC Rebate Adjustment (Increase) E'X' this box if a rebate agreement. List administrative details on lines above. Date Approved* Total Amount: 11/23/2020 1,102,880 5/26/2015 55,264 7/25/2016 46,252 11 /21 /2024 37,820 5/06/2019 16,634 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. 1,258,850 Page 88 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 7 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21. Back Alley Printers New Rebate 10 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 22 WBM LLC Rebate New E'X' this box if a rebate agreement. List administrative details on lines above. 23. RNK Investments New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 24. 3 Stooges (Wagner) New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 25. JSA Development New Rebate 15 years © 70% E'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: 2/05/2024 25,840 12/19/2022 142,790 5/16/2022 128,710 5/06/2024 8,890 10/02/2023 68,700 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. 374,930 Page 89 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 8 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21. 3 Stooges (Warp Dr) New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 22 International Paper Company New Rebate 15 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 23. Cedar River Contracting (K&W Electric) New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 24. BKKS Holdings LLC New Rebate 5 years @ 50% E'X' this box if a rebate agreement. List administrative details on lines above. 25. Salaries FY25 E'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*Total Amount: 4/17/2023 122,700 1/06/2025 11,567,070 6/16/2025 286,700 7/07/2025 248,110 06/16/2025 18,252 "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. 12,242,832 Page 90 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 9 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: East Waterloo Unified TIF County: Black Hawk Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 21. Land Release Parcel G D'X' this box if a rebate agreement. List administrative details on lines above. 22 Land Release Parcel H 23. 24. 25. L 'X' this box if a rebate agreement. List administrative details on lines above. El'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*Total Amount: 9/2/2025 283,050 9/2/2025 294,750 "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. 577,800 Page 91 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: East Waterloo Unified TIF Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2024 Signature of Authorized Official Telephone Page 92 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: East Waterloo Unified TIF Urban Renewal Area Number: 07045 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Standard Distribution tax rebate estimate adjustment: decrease of $99,864 Hartel Properties tax rebate estimate adjustment: Decrease of $3,476 Prosper Farm Network tax rebate estimate decrease of $66,688 Professional Lawn Care tax rebate estimate decrease of $40,493 Paramount Investments tax rebate estimate decrease of $4,188 A -Line ALO LLC tax rebate estimate decrease of $2,012 Amount Reduced: 99,864 3,476 66,688 40,493 4,188 2,012 Total Reduction In Indebtedness For This Urban Renewal Area: 216,721 Dated this day of November 2025 319-291-4323 Signature of Authorized Official Telephone Page 93 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 Schoitz Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 94 of 865 ATTACHMENTS 1. Waterloo Schoitz Urban Renewal 07044 FYE2025 111225 Page 95 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 96 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Schoitz Urban Renewal Urban Renewal Area Number: 07044 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 60,143 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that reductions of $12,938.00 were made to Form 3 that did not carry to this page. Net outstanding debt as of June 30, 2025 should be $79,776.76 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 97 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Schoitz Urban Renewal County: Black Hawk Urban Renewal Area Number: 07044 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Administrative Expenses O 'X' this box if a rebate agreement. List administrative details on lines above. 2. C-10 Infill 3. 4. 5. O 'X' this box if a rebate agreement. List administrative details on lines above. D'X' this box if a rebate agreement. List administrative details on lines above. L 'X' this box if a rebate agreement. List administrative details on lines above. ▪ this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Date Approved*: 6/16/25 Total Amount: 143 10/18/2021 60,000 Total For City TIF Form 1.1 Page 1: 60,143 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 98 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Schoitz Urban Renewal County: Black Hawk Urban Renewal Area Number: 07044 6. 7. 8. 9. 10. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. I:1'X' this box if a rebate agreement. List administrative details on lines above. this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 2: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 99 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Schoitz Urban Renewal County: Black Hawk Urban Renewal Area Number: 07044 11. 12. 13. 14. 15. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. I:1'X' this box if a rebate agreement. List administrative details on lines above. this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 3: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 100 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo Urban Renewal Area Name: Waterloo Schoitz Urban Renewal County: Black Hawk Urban Renewal Area Number: 07044 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. 1:1'X' this box if a rebate agreement. List administrative details on lines above. 1=I'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 101 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk County Urban Renewal Area Name: Waterloo Schoitz Urban Renewal Urban Renewal Area Number: (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests less than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2025 Signature of Authorized Official Telephone Page 102 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Schoitz Urban Renewal Urban Renewal Area Number: 07305 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: C-10 Investments Rebate Reduction $12,938 Amount Reduced: 12,938 Total Reduction In Indebtedness For This Urban Renewal Area: 12,938 Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 103 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving certification to the Black Hawk County Auditor for expenditures that qualify for reimbursement in the FY 2025 University Avenue Waterloo Tax Increment District, and place the certification on file. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION In accordance with the amended provision of the State Code of Iowa, it is required that the City of Waterloo annually certify to the County Auditor its expenditures that qualify for reimbursement from the tax increment fund. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES Economic Development IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 104 of 865 ATTACHMENTS 1. Waterloo University Avenue Urban Renewal 07011 FYE2025 11082025 Page 105 of 865 INSTRUCTIONS FOR COMPLETING THE CITY TIF INDEBTEDNESS CERTIFICATION FORMS USING MICROSOFT EXCEL Create a separate Excel workbook file for each Urban Renewal Area in your City naming the individual files using the Area Name and County -assigned Area Number. FORM 1 - USED AS THE COVER SHEET FOR URBAN RENEWAL AREA INDEBTEDNESS CERTIFICATIONS Enter the City, County, Urban Renewal Area Name, and County -assigned Urban Renewal Number on Form 1 which passes this information to all of the Forms 1.1. Use the Urban Renewal Names and Numbers assigned by the County Auditor. Indebtedness amounts must be individually entered on Forms 1.1 where they are then carried forward and totaled onto Form 1. FORM 1.1 - USED FOR ENTERING TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED List the individual TIF indebtedness obligations not previously certified to the County Auditor. Start entering data on Page 1 of Form 1.1 and move to subsequent pages if necessary. List the type of indebtedness such as Rebate Agreement, Internal Loan, G.O. Bond, or TIF Revenue Bond. For Rebate Agreements provide details such as % of TIF dollars going to the developer, maximum dollar amounts, time limits, etc. Where the county will be segregating the rebate property into separate TIF Base and Increment taxing districts, list the five -digit county -assigned TIF Increment taxing district number, if known. Error on the side of providing too much detail as opposed to not enough. Attach supporting documentation, such as development agreements, to aid the County Auditor in administering your request. If indebtedness is legally structured to be subject to annual appropriation list only the amount that the City has obligated to pay next fiscal year. FORM 2 - USED ONLY FOR INDIVIDUAL FISCAL YEARS WHERE ALL OF THE LEGALLY AVAILABLE TIF INCREMENT TAX IS NOT WANTED File Form 2 with the County Auditor by December 1, prior to any fiscal year, ONLY when for that upcoming fiscal year less than the legally available TIF Increment tax is requested. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment from the remainder of the taxing districts in the Area. FORM 3 - USED ONLY WHEN INDEBTEDNESS HAS BEEN REDUCED BY ANY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER File this form with the County Auditor ONLY when TIF indebtedness has been reduced by reason other than application of TIF increment tax received from the County Treasurer. Reasons could include receipt of PPEL funds from a school district for the purposes of paying down TIF bonds issued before July 1, 2001; reducing previously certified indebtedness, that for any reason, is later determined to be in excess of what is required; and for de -certifying balances which are refinanced. If balances are refinanced, you will file both a Form 3 (to decertify the outstanding balance) and a Form 1 to certify the newly refinanced amount. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you may have multiple indebtedness certifications in the Urban Renewal Area and the County Auditor will need to know which particular indebtedness certification to reduce. Wording Revised 9/25/2007 Page 106 of 865 CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Cover Sheet CODE OF IOWA SECTION 403.19 TAX INCREMENT FINANCING (TIF) INDEBTEDNESS CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo University Avenue Urban Renewal Urban Renewal Area Number: 07011 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above the City has outstanding loans, advances, indebtedness, or bonds, none of which have been previously certified, in the collective amount shown below, all of which qualify for repayment from the special fund referred to in paragraph 2 of Section 403.19 of the Code of Iowa. Urban Renewal Area Indebtedness Not Previously Certified*: $ 482,274 *There must be attached a supporting itemized listing of the dates that individual loans, advances, indebtedness, or bonds were initially approved by the governing body. (Complete and attach 'CITY TIF FORM 1.1'.) The County Auditor shall provide the available TIF increment tax in subsequent fiscal years without further certification until the above -stated amount of indebtedness is paid to the City. However, for any fiscal year a City may elect to receive less than the available TIF increment tax by certifying the requested amount to the County Auditor on or before the preceding December 1. (File 'CITY TIF FORM 2' with the County Auditor by the preceding December 1 for each of those fiscal years where all of the TIF increment tax is not requested.) A City reducing certified TIF indebtedness by any reason other than application of TIF increment tax received from the County Treasurer shall certify such reduced amounts to the County Auditor no later than December 1 of the year of occurrence. (File 'CITY TIF 'FORM 3' with the County Auditor when TIF indebtedness has been reduced by any reason other than application of TIF increment tax received from the County Treasurer.) Notes/Additional Information: Please note that reductions of $22,184.00 were made to Form 3 that did not carry to this page. Net outstanding debt as of June 30, 2025 should be $582,341.73. Dated this day of November 2025 319.291.4323 Signature of Authorized Official Telephone Page 107 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 1 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name Waterloo University Avenue Urban Renewal Urban Renewal Area Number 07011 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 1. Salary Expenses O'X' this box if a rebate agreement. List administrative details on lines above. 2. Admin Expenses O'X' this box if a rebate agreement. List administrative details on lines above. 3. AECOM Services O'X' this box if a rebate agreement. List administrative details on lines above. 4. HR Green Weismann Env. Site Assessment O'X' this box if a rebate agreement. List administrative details on lines above. 5. Hudson HDWE Plumbing Service Kills Date Approved*: 6/16/2025 Total Amount: 2,518 6/16/2024 778 11/4/2024 82,874 8/17/2020 744 6/16/2024 3,810 O'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 2. Total For City TIF Form 1.1 Page 1: * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. 90,724 Page 108 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 2 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name Waterloo University Avenue Urban Renewal Urban Renewal Area Number 07011 (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: 6. University Avenue Construction Contract 971 7. 8. 9. 10. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: 6/17/2024 O'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 3. Total For City TIF Form 1.1 Page 2: * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Total Amount: 391,550 391,550 Page 109 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 3 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name Waterloo University Avenue Urban Renewal Urban Renewal Area Number 07011 11. 12. 13. 14. 15. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: O'X' this box if a rebate agreement. List administrative details on lines above. If more indebtedness entry lines are needed continue to Form 1.1 Page 4. Total For City TIF Form 1.1 Page 3: * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Total Amount: 0 Page 110 of 865 CITY TIF FORM 1.1 - To be attached to CITY TIF FORM 1 - INDEBTEDNESS CERTIFICATION Page 4 TIF INDEBTEDNESS NOT PREVIOUSLY CERTIFIED ELIGIBLE FOR TAX COLLECTIONS NEXT FISCAL YEAR City: Waterloo County: Black Hawk Urban Renewal Area Name Waterloo University Avenue Urban Renewal Urban Renewal Area Number 07011 16. 17. 18. 19. 20. (Use five -digit Area Number Assigned by the County Auditor) Individual TIF Indebtedness Type/Description/Details: O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. O'X' this box if a rebate agreement. List administrative details on lines above. Date Approved*: Total Amount: Total For City TIF Form 1.1 Page 4: 0 * "Date Approved" is the date that the local governing body initially approved the TIF indebtedness. Page 111 of 865 CITY TIF FORM 2 SPECIFIC DOLLAR REQUEST FOR AVAILABLE TIF INCREMENT TAX FOR NEXT FISCAL YEAR CERTIFICATION TO COUNTY AUDITOR Due To County Auditor By December 1 Prior To The Fiscal Year Where Less Than The Legally Available TIF Increment Tax Is Requested Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo University Avenue Urban Renewal Area Urban Renewal Area Number: 07011 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the next fiscal year and for the Urban Renewal Area within the City and County named above, the City requests Tess than the maximum legally available TIF increment tax as detailed below. Provide sufficient detail so that the County Auditor will know how to specifically administer your request. For example you may have multiple indebtedness certifications in an Urban Renewal Area, and want the maximum tax for rebate agreement property that the County has segregated into separate taxing districts, but only want a portion of the available increment tax from the remainder of the taxing districts in the Area. Specific Instructions To County Auditor For Administering The Request That This Urban Renewal Area Generate Less Than The Maximum Available TIF Increment Tax: Amount Requested: Dated this day of November 2024 319.291.4323 Signature of Authorized Official Telephone Page 112 of 865 CITY TIF FORM 3 TIF INDEBTEDNESS HAS BEEN REDUCED BY REASON OTHER THAN APPLICATION OF TIF INCREMENT TAX RECEIVED FROM THE COUNTY TREASURER CERTIFICATION TO COUNTY AUDITOR Use One Certification Per Urban Renewal Area City: Waterloo County: Black Hawk Urban Renewal Area Name: Waterloo Crossroads Urban Renewal Urban Renewal Area Number: 07011 (Use five -digit Area Number Assigned by the County Auditor) I hereby certify to the County Auditor that for the Urban Renewal Area within the City and County named above, the City has reduced previously certified indebtedness, by reason other than application of TIF increment tax received from the County Treasurer, by the total amount as shown below. Provide sufficient detail so that the County Auditor will know how to specially administer your request. For example, you could have multiple indebtedness certifications in the Urban Renewal Area, and the County Auditor would need to know which particular indebtedness certifcation(s) to reduce. If rebate agreements are involved with a reduction, and the County has segregated the rebate property into separate TIF Increment taxing districts, provide the five -digit county increment taxing district numbers for reference. Individual TIF Indebtedness Type/Description/Details: Gateway Property Holdings Rebate Estimate Decrease of $22,184 Amount Reduced: 22,184 Total Reduction In Indebtedness For This Urban Renewal Area: 22,184 Dated this day of November 2024 319.291.4323 Signature of Authorized Official Telephone Page 113 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Finance Department November 17, 2025 AGENDA ITEM TITLE Resolution approving the City of Waterloo Annual Financial Report for the Fiscal Year ended June 30, 2025, authorizing publication of the report, submission to the State of Iowa, and execution of the document by the Mayor and Finance Director. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION The City Annual Financial Report format is similar to the annual budget filing required by the state. Information in this report will be shared with the office of the Iowa Auditor of State, the U.S. Bureau of the Census, various public interest groups and other state and federal agencies. This report was prepared using a modified cash basis of accounting, which is the method that the City uses for budgeting. Additional information regarding the performance of city funds will be provided when the annual comprehensive financial report is completed. At this time, we expect that to be completed in December. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 114 of 865 ATTACHMENTS 1. FY25 Annual Financial Report 2. FY25 Annual Financial Report Publication Notice Page 115 of 865 11/14/25, 2:22 PM Local Government Property Valuation System STATE OF IOWA 2025 FINANCIAL REPORT FISCAL YEAR ENDED JUNE 30, 2025 CITY OF WATERLOO, IOWA DUE: December 1, 2025 16200701000000 CITY OF WATERLOO 715 Mulberry Street WATERLOO IA 50703-5783 POPULATION: 67314 NOTE - The information supplied in this report will be shared by the Iowa State Auditor's Office, the U.S. Census Bureau, various public interest groups, and State and federal agencies. ALL FUNDS Governmental (a) Proprietary (b) Total Actual (c) Budget (d) Revenues and Other Financing Sources Taxes Levied on Property 51,025,152 51,025,152 51,397,687 Less: Uncollected Property Taxes -Levy Year 0 0 0 Net Current Property Taxes 51,025,152 51,025,152 51,397,687 Delinquent Property Taxes -10,786 -10,786 0 TIF Revenues 22,145,278 22,145,278 21,144,488 Other City Taxes 23,034,449 0 23,034,449 22,150,063 Licenses and Permits 2,061,409 1,948 2,063,357 1,519,705 Use of Money and Property 6,288,105 1,489,788 7,777,893 2,607,950 Intergovernmental 40,311,123 337,700 40,648,823 86,125,193 Charges for Fees and Service 15,403,771 26,526,460 41,930,231 39,808,061 Special Assessments 368,587 0 368,587 610,000 Miscellaneous 14,214,037 12,332 14,226,369 13,513,165 Other Financing Sources 38,141,600 13,030,111 51,171,711 67,850,602 Transfers In 48,960,527 0 48,960,527 52,159,098 Total Revenues and Other Sources 261,943,252 41,398,339 303,341,591 358,886,012 ' Expenditures and Other Financing Uses Public Safety 44,047,420 44,047,420 45,854,654 Public Works 35,733,165 35,733,165 50,241,079 Health and Social Services 360,995 360,995 402,782 Culture and Recreation 12,838,907 12,838,907 14,139,151 Community and Economic Development 20,531,005 20,531,005 28,691,175 General Government 12,760,201 12,760,201 14,376,769 Debt Service 17,017,015 17,017,015 16,292,120 Capital Projects 82,797,400 82,797,400 138,504,467 Total Governmental Activities Expenditures - 226,086,108 0 226,086,108 308,502,197 BUSINESS TYPE ACTIVITIES 32,193,908 32,193,908 43,372,767 Total All Expenditures ' 226,086,108 32,193,908 258,280,016 351,874,964 Other Financing Uses 0 0 0 Transfers Out 46,598,282 2,362,245 48,960,527 52,159,098 Total All Expenditures/and Other Financing Uses 272,684,390 34,556,153 307,240,543 404,034,062 Excess Revenues and Other Sources Over (Under) Expenditures/and Other Financing Uses II 10,741,138 6,842,186 3,898,952 45,148,050 Beginning Fund Balance July 1, 2024 132,918,338 32,000,473 164,918,811 122,096,004 Ending Fund Balance June 30, 2025 122,177,200 38,842,659 161,019,859 76,947,954 NOTE - These balances do not include the following, which were not budgeted and are not available for city operations: Ton -budgeted Intemal Service Funds Pension Trust Funds Private Purpose Trust Funds Agency Funds Indebtedness at June 30, 2025 Amount Indebtedness at June 30, 2025 Amount General Obligation Debt 125,720,000 Other Long -Term Debt 27,774,627 Revenue Debt 37,476,071 Short -Term Debt 0 TIF Revenue Debt 12,185,065 General Obligation Debt Limit 267,626,798 CERTIFICATION The forgoing report is correct to the best of my knowledge and belief Publication Signature of Preparer Printed name of Preparer Phone Number Date Signed Signature of Mayor or Mayor Pro Tem (Name and Title) PLEASE PUBLISH THIS PAGE ONLY https://dom-localgov.iowa.gov/afr?id=9388 Page 116 of16Ik 11/14/25, 2:22 PM Local Government Property Valuation System GAAP / Modified )--i N M 7 Vt \O l� 00 T O --- ,--- ,-. N r. M 7 kr> - \O ,--- r- --- 00 01 O N N N N 7 N ,0 N l� N 00 N 01 N O M ,--1 M N M M M Grand Total (Sum of (g) and (h)) (i) 51,025,152 O 00 51,014,366 22,145,278 O_ 4,872,114 O 1,295,195 80,098 O N 23,034,449 2,063,357 00 1,436,010 0 0 0, h 2,835,624 0 0 0 18,942,542 iN ,--i N c 01 00 00 01 C. Vi O O 0, >D s 00 0, N O . _ l- 7 ' Cl V 7 M h l� 7 00 ,--i r: ri ,0 l� 01 VD Vl ,-- 6 O 7 1,489,788 00 O ILI 01 l� L al. © a 00 Total Governmental (Sum of (a) through (f)) (g) N O N -10,786 10 22,145,278 O 4,872,114 O 80,098 0 13,426,925 23,034,449 0 4,852,095 1,436,010 0 0 6,288,105 2,835,624 0 0 0 18,942,542 M N 01 7 Q1 0' kn.' ,t . O_ h 0, '00, N O N 0 O S 0, N - '0 'D 0 7 00 'D h kr, kr, �. .-. ^. N 01 Permanent (1) 0 0 0 0 .. Capital Projects (e) O 0 0 1,101,828 00 .. N 00 7. Debt Service (d) 0 0 -4,949 8,699,201 238,951 In 0 91,000I 0 0 c 0 s . © O 0o O 00 - N 0, TIF Special Revenue (c) 22,145,278 256,180 256,180 Special Revenue (b) 18,592,893 en 7 18,590,244 7 N 13,344,507 N 0 -_ 245,810 N 7,134,830 2,835,624 kr) M 00 >)D V1 Cl, Cl, l� 0 O' N N l� N N en- 00 O, O 01 vi 7 VD M N O -+ 0 M 7 kn 00 >D VD 'D 00 7 ^ ,--7 '0 'D General (a) O O_ 00 N 823,710 4,872,114 0kr) r V0 O 01 82,418 8,762,017 2,043,709 V0 Cl 1,190,200 '0 2,282,129 0-,-. 00 00 M 7 V'i o0 0 0, O CA - CA N N r . N t- 0, N M 7 >D 0, O 01 N 00 N M N M N M N ,--- __, N M N -1 N M 7 V1 \0 l- 00 0 0 ,-. N M V v1 '0 t- 00 0 0 N 7 b t- 00 0\ 0 ,--- N M --. -- ,-. --. ,-. -- ,--i N N N N N N N N M M M M Item Description Section A - Taxes Taxes levied on property Less: Uncollected Property Taxes - Levy Year Net Current Property Taxes Delinquent Property Taxes Total Property Tax TIF Revenues Other City Taxes Utility Tax Replacement Excise Taxes Utility Franchise Tax (Chapter 364.2, Code of Iowa) Parimutuel Wager Tax Gaming Wager Tax J Mobile Home Tax Hotel / Motel Tax Other Local Option Taxes Total Other City Taxes Section B - Licenses and Permits Section C - Use of Money and Property • Interest Rents and Royalties Other Miscellaneous Use of Money and Property Total Use of Money and Property Section D - Intergovernmental Federal Grants and Reimbursements Federal Grants Community Development Block Grants Housing and Urban Development Public Assistance Grants Payment in Lieu of Taxes Total Federal Grants andReimbursements https://dom-localgov.iowa.gov/afr?id=9388 Page 117 of261k 11/14/25, 2:22 PM Local Government Property Valuation System 7 M 7 7 7 00 7 01 7 O V1 ---- V1 N V1 M Vl 7 V1 Vl V1 1D V1 l� V1 00 V1 C V1 O \D M ,.D 7 l0 V1 \D 10 lD l- ,.0 00 ‘.D C ‘.0 O l-- l` N l` M r- 7 l` V1 l` b l` l- l` 00 r- 01 l` 0 00 Grand Total (Sum of (g) and (h)) (i) N 7 l- V1 V1 01 7 Vl V1 7 T 5,104,274 O 47,470 O 7 l� M l� -i l� N M ken'0 M ,--i 01 0 0 0 O 18,463,456 O 72,154 42,914 0 728,895 N 00 00 D1 M N O 3,242,825 40,648,823 O 17,207,951 0 0 O en VI 00 M M 375,020 N ,..0 7 '0 10 00 0 t' 0 d y L� C a O 337,700 337,700 337,700 •1 C N 5,866,462 Total Governmental (Sum of (a) through (f)) (g) N 7 N V1 V1 Cr,- 945,514 5,104,274 0 47,470 0 7 l` M 1- ,--i l� N M Vl M ,--i 01 0 0 0 0 18,463,456 O 72,154 7 01 N 7 O Vl C1 '--i ,--, 01 M (',I v0 00 CO D1 M N 0 2,905,125 40,311,123 0 0 0 0 338,530 375,020 0 0 Permanent (t) 0 0 0 Capital Projects (e) 47,470 47,470 0 0 0 O- 0 o 0 0 0 0 0 O 0 N M- l; 7 o Debt Service (d) 410,418 410,418 0 410,418 TIF Special Revenue (c) o 00 16,864 o 16,864 Special Revenue (b) l- V N V1 V1 01 902,718 5,104,274 1,007,572 V'1 M O N N Vn 10 1,398,862 N 0D 00 00 01 M .-. 34,631,310 M _ M V') To CYl� d et y `--' VD 0, N 7 0 N V1 N 00 Cl, M Vl M C1 Q1 10 1D 10 71 7 V) N h 7 C1 N 7 ken C1 ~ C1 M M 1D N 10 0 ,f '0 O V1 0 N 7 O M vl 00 M en r-- O C1 - N en 7 M 7 7 7 00 7 C1 7 O u7 -- V1 N Vl M Vl 7 Vl in Vl '0 V1 l- V1 00 Vl C1 V1 0 '0 M \D 7 1D V1 VD '0 ,.D l- '0 00 lD C\ 'D 0 e- ,--i t` N t` M t` 7 !` V1 t` lD t` l - t` 00 t` 01 l` 0 00 Item Description Section D - Intergovernmental - Continued State Shared Revenues Road Use Taxes Other state grants and reimbursements State grants Iowa Department of Transportation Iowa Department of Natural Resources Iowa Economic Development Authority CEBA grants C&I Replacement and Tier I Business Tax Replacement Liquor License Total State Local Grants and Reimbursements County Contributions Library Service Township Contributions Fire/EMT Service School Resource Officers Shared - Local/County Total Local Grants and Reimbursements Total Intergovernmental (Sum of lines 33, 60, and 70) Section E -Charges for Fees and Service 3 v,w U Gas 00 a a. Airport N OA O3 0 OA a. as y a https://dom-localgov.iowa.gov/afr?id=9388 Page 118 ofW5 11/14/25, 2:22 PM Local Government Property Valuation System 00 N 00 M 00 7 00 ,n 00 1D 00 t- 00 00 00 01 00 O 01 01 N T M 01 V T 01 10 01 t� 01 00 01 T 01 0 0 0 N 0 en 0 7 0 10 0 t� 0 00 0 01 O 0 ---- CI CO 7 t� 00 01 -- 0 N Grand Total (Sum of (g) and (h)) (i) 0 0 0 0 O 3,452,047 0 01 O t� Cl.' 01 0 0 7 N 01 --, 10 .- , V1 10 M 7 M vi 158,253 N _O M 0 0 0 14,971 N 7 O N N tr, V 0 3,345,735 0 41,930,231 368,587 M 0, 10 10 M 00 m 1,136,839 O 1,434,284 4,133,627 V1 1D 01 01 N --4 2,485,890 --4 N 0 01 1D O --- 0 0 0 O 14,226,369 Proprietary (h) 3,452,047 O 1D 10 N V) 10 N N re M N -- N M M N ^ Total Governmental (Sum of (a) through (f)) (g) 0 0 0 0 0 0 0 592,709 0 7 N 01 --, V1 \D c�'1 7 Vl V M ken N 00 N _O en~ 0 0 0 --i t� 0, ' N 7 CD N N ,r 0 3,345,735 O 15,403,771 368,587 3,836,693 1,136,839 0 7 00 eV, 7 V ---- 4,133,627 M M 10 t` ---- O 01 CO Vl N 1,069,071 0 0 0 0 14,214,037 Permanent (t) C co Capital Projects (e) C 3,384,562 175,892 3,560,454 Debt Service (d) O o TIF Special Revenue (c) 0 0 0 0 0 Special Revenue (b) 310,172 N 1,314,597 538,443 0 0 0 0 841 589,284 General (a) 592,709 161,974 V 1D M 7 158,253 14,971 4,572,042 2,394,423 14,089,174 368,587 M_ N 407,504 1,434,284 4,083,627 N T 10 2,485,890 1,069,071 10,049,299 00 N 00 M 00 7 00 V1 00 1D 00 N 00 01 00 0 01 01 N 41 to 01 7 01 V1 D\ 10 01 N D1 00 01 01 01 0 O O N O M O 7 O 10 O 00 O 01 O 0 -, -. N .-. M .-. ^. V) .-. 10 .--i N .-. 00 ^. 01 .� 0 N Item Description Section E - Charges for Fees and Service - Continued Transit Cable TV °' Telephone Housing Authority Storm Water O Nursing Home Police Service Fees Prisoner Care Fire Service Charges Ambulance Charges Sidewalk Street Repair Charges Housing and Urban Renewal Charges River Port and Terminal Fees N 0 0 U a Cemetery Charges Library Charges Park, Recreation, and Cultural Charges Animal Control Charges Total Charges for Service Section F - Special Assesments Section G - Miscellaneous Contributions Deposits and Sales/Fuel Tax Refunds Sale of Property and Merchandise o a w Internal Service Charges Insurance Refunds Employee/Retiree Health Plan Contributions Total Miscellaneous https://dom-localgov.iowa.gov/afr?id=9388 Page 119 oftl5 11/14/25, 2:22 PM Local Government Property Valuation System GAAP / Modified N m N 7 N vi N vo N N N 00 N 01 N O M e-- M N en 7 M \o M Grand Total (Sum of (g) and (h)) (i) 203,209,353 CV 00 O N V1 N N N M ,-. O, Cr O 34,342,635 c 00 N 7 r. O O 100,132,238 303,341,591 164,918,811 468,260,402 Proprietary (h) 28,368,228 131,850 ' 12,898,261 13,030,111 41,398,339 32,000,473 73,398,812 Total Governmental (Sum of (a) through (t)) (g) V) N 7 CO 7 N —, N .M. Cr Cl ,-. o0 7 v1 ,-. O 0o M 0 34,342,635 14,617,892 O 0 N N 0 _ N 00 261,943,252 132,918,338 0 1D 00 7 O0 (n Permanent (t) O O O O R h A. 5,709,752 00 C 7 v O 10,294,949 48,310,417 01 O O 25,772,654 79,792,823 d >ms A t: -' rn o 7 CT 2,836,651 4,068,474 N o 0, ‘6 0, 0000 � M CD 839,470 rn M 01 TIF Special Revenue (c) N CI en., en N C 22,433,322 1,942,815 24,376,137 Special Revenue (b) 70,714,341 N O M o_ N O M © 86,817,398 41,293,429 128,110,827 General (a) ,.O tn N VI h '0 N en V: N '. N 0� N O 7 Vi 01 7 v, N 15,783,528 82,316,464 63,069,970 145,386,434 ,N . en N ,N. VI ,N. \O .N. N ,N. 00 ,N. T ,N . 0 en , 1 ---- ,M. N en ,—I V en , 1 en ,— Item Description Total All Revenues (Sum of lines 6, 7, 15,16,22, 71, 104, 106, and 120) Section H - Other Financing Sources Proceeds of capital asset sales Proceeds of long-term debt (Excluding TIF internal borrowing) Proceeds of anticipatory warrants or other short-term debt Regular transfers in and interfund loans Internal TIF loans and transfers in Total Other Financing Sources Total Revenues Except for Beginning Balances (Sum of lines 121 and 131) Beginning Fund Balance July 1, 2024 Total Revenues and Other Financing Sources (Sum of lines 132 and 134) https://dom-localgov.iowa.gov/afr?id=9388 Page 120 ofaalk 11/14/25, 2:22 PM Local Governmen Property Valuation System EXPENDITURES P6 W '0 0 C7 O .-. N to 7 00 '0 00 00 0 0 .-. Ni ^• 00 .0 b 0 00 01 O N N N M N N 7 N 00 lO N N 00 N 00 N 00 N 0 .-. M M N M M 7 M M 00 10 M M 00 M 00 M C en 0 V V N M V 7'0 7 v1 '0 V V 00 V 00 O1 V R 0 Grand Total (Sum of col. (g)) (1) 00 0' 0 14,782,094 v1 0 0 0 0 0 0 0 19,728,688 411,860 01 .-. O O 0 6,736,979 0 0 1,504,383 3,368,8751 0 O O O 0 O O 01 0 0 01 1,522,538 3,499,604 3,613,254 70,000 1,078,556 O 0 0 C- O, O V 01 0 N 00 O N V 0, lO 01 M .-. 0' 00 01 0,0 0 01 O 7 Oi 00 O O1 00 7 00 V 00 .-• 0," 7 '0 01 O i0 7 h 00 M M 7 01 .-. o 7 0 o M N .-+ N V1 M M o M 00 N N R M .--i Proprietary (h) Total Governmental (Sum of cols. (a) through (f)) (g) 23,140,097 CD 'I' 0 14,782,094 vl 0 0 0 0 0 0 44,047.420 19,728,688 411,860 01 .-. O O O 01 0 O M 3,368,875 v0 0 0 0 O O 0 360,995 = C 3,054,955 00 7 7 0 lO 0 0 O 00 V On 0 N 00 O 0, 10 01 M .-. , 00 01 00 M 00 01 01 M 0 00 0 0 N 0 01 CD 00 0 01 rn 00 O 01 00 7 00 .-• 0" 7 10 0, 10 M 7 0 M O 10 N 01 N O, M ., O 00 0 r 00 en 7, 7 —7 01 0 en h . - -7 (0 01 M v1 .-+ M m M 0 _, 00 N Permanent (f) O O 0 Capital Projects (e) O O 0 O Debt Service (d) 0 0 0 0 TIF Special Revenue (c) Special Revenue (b) 2,668,859 2,248,505 01 5,033,532 28,532,005 0 0 A0 en 01 0 0 00 01 en 00 10 00 00 Q. 0, 7 h o 0 0 M 00 -. 20,471,238 71- 71- 12,533,589 4,490,205 0 39,130,056 212,595 411,860 1,703,447 00010 0 0 0 1,522,538 3,499,604 3,613,254 70,000 1,078,556 o A 01 o M ao -. (0 (0 a a, 0? ono a o e o71- C 01 V1 .-. M M N l� M M Ooo M N '. N M . 01 10 0 00 O1 0 '. 0 M '0 , 10 00 00 O1 0 -. N M V 10 00 00 O1 0 .-. m V 00 M 00 00 O1 o N 7 4O 7 00 00 O1 O C --' .-• .--• .� .-• N N N N N N N N N N M M <N+1 M M M M 7 V R 7 7 V 7 vl Item Description Section A - Public Safety Police Department/Crime Prevention Jail Emergency Management Flood control Fire Department Ambulance Building Inspections Miscellaneous Protective Services Animal Control Other Public Safety Total Public Safety Section B - Public Works Roads, Bridges, Sidewalks Parking Meter and Off -Street 1 Street Lighting Traffic Control Safety Snow Removal Highway Engineering Street Cleaning Airport (if not an enterprise) Garbage (if not an enterprise) Other Public Works Met Transit Central Garage Total Public Works Section C - Health and Social Services Welfare Assistance City Hospital Payments to Private Hospitals Health Regulation and Inspections Water, Air, and Mosquito Control Community Mental Health Other Health and Social Services Total Health and Social Services Section D - Culture and Recreation Library Services Museum, Band, Theater Parks Recreation Cemetery Community Center, Zoo, Marina, and Auditorium Other Culture and Recreation Total Culture and Recreation https://dom-localgov.iowa.gov/afr?id=9388 Page 121 of'5 11/14/25, 2:22 PM Local Government Property Valuation System EXPENDITURES P7 0 0 `, ►1 ,--- ,,n N cn V v, v, ,n ,D N 00 v.)V7 C O N fn V b v, ,D N 00 T 0 N ,--- N N N m N 7 N v, N 140 N N N 00 N O, N 0 o0 ,-- 00 N 00 to 00 7 00 v, 00 Grand Total (Sum of col. (g)) (i) O 1,822,388 ,D N ,0 O N_ O ,--, ,D ,D N ,-. N ,D 3,321,014 ,D kr Cc,M vl O 'f O O v, O N 1,210,314 N_ N 0, N 7 ,--, O 292,239 828,559 3,044,359 00 ut Vi 0 0, 00 O O co Cl„ ,0 N N ,--, 17,017,015 co O N O N ,--, 0o 7 N 00 ,0 0, M 10 N N 7 CT,0 '0 N N v, M ,D kD N oc M rn kD ,--, O 16,133,873 82,797,400 00 O_ ,0 00 O 1.0 N N Proprietary (h) Total Governmental (Sum of cols. (a) through (f)) (g) 0 1,822,388 ,D N ,D O N O 6 ,— \D VD N N 3,321,014 ,D 0t 01 v, 7 O WI O O en M n O N M O N ,--i N N N N 7 ,--i o 292,239 Cr, kn v', N N 00 3,044,359 oo ,--1 v', © Vi O O O N O ‘D N N --- y, O N ,--, O N -. o o y, O N 0 N .- , 00 7 N W ,D M '0 2,694,779 N N 00 ,O ,0 l0 m N 00 M M_ ,0 ,— o 16,133,873 0 O 7 N r N N 00 00 O ,0 DD O ,0 N N Permanent (1) O O O 0 O O 0 Capital Projects (e) O O O 0, 00 00 D M 2,694,779 38,666,438 M N K, ke ,--- 16,133,873 54,800,311 54,800,311 Debt Service (d) O O ,0 N rn N 00 N '0 M N x N ,D O O O VD N M N 00 N ,-0 TIF Special Revenue (c) 430,000 w vi 0; 'c vi 0 v; a, en of 729,639 © o 00 v r— v, Special Revenue (b) 10,120,676 '0 O rg © ,--, CO (•; 00 00 (•; 0 CI, 00 t` 00 t; N 27,997,089 O CT,0 00 t� 00 N N 71,570,222 General (a) 00 N N 00 ,--- 00 N 00 7 CT, 00 N 00 v'i 00 M v, O_ N ,-. N O, N 7 ,-. 292,239 01 00 N 00 3,044,359 O N © O, vl cn N ,n N N ,--- C O O O 01 Cn 0-- l0 l� N `, vN , v-1 t+1 v', v', v, v', ‘.0N v', v', 00 v', O, v', O '0 ,0 N ,0 M ,0 V V0 v, '0 l0 ,0 N ,0 00 ,0 01 \D O N ,-. N NCr, N N V N v, N 40 N N N 00 N CT, N O 00 ,--1 00 N 00 M 00 77 00 v, 00 Item description Section E - Community and Economic Development Community beautification Economic development Housing and urban renewal Planning and zoning Other community and economic development TIF Rebates Total Community and Economic Development Section F - General Government Mayor, Council and City Manager Clerk, Treasurer, Financial Administration C O 41 Legal Services and City Attorney City Hall and General Buildings Tort Liability Other General Government Total General Government Section G - Debt Service Total Debt Service Section H - Regular Capital Projects - Specify Infrastructure and Capital Buildings Vehicles and Equipment Subtotal Regular Capital Projects TIF Capital Projects - Specify Subtotal TIF Capital Projects Total Capital Projects Total Governmental Activities Expenditures (Sum of lines 14, 28, 39, 50, 59, 70, 74, 83) https://dom-localgov.iowa.gov/afr?id=9388 Page 122 of76Ik 11/14/25, 2:22 PM Local Government Property Valuation System EXPENDITURES P8 0 0 (.7 CU t- 00 00 00 T 00 0 0 T N Cr,1 M O1 V T v1 T \O Cr,0 t- 00 0 Cr, T 0 O O N O r1 O 7 O v1 O \O O t- O 00 O 0\ O 0 ,-. ,--- -r N i r. M 7 v1 ,-1 \O . t� r. 00 —1 01 0 C1 N CV C-1 CO 7 N v1 N 0 N t— C 00 C1 Cr, N Grand Total (Sum of col. (g)) (i) 0 0 0 0, N 7 V0 v 0, 9,346,802 t— ,0 ,0 vi N 7 M 0 0 0 0 0 0 0 0 0 0 00 6,052,484 7 kin O1 t� O 00 0 0 0 0 0 00 450 0 O O O 0 0, 00 '0 . r 1,378,232 O O © O 0 0 32,193,908 Proprietary (h) 0, 7 h h N 000 M 4 N '0 vi 7 M 6,052,484 7 0 N 000 450 O 00 '0 ,--- 1,378,232 32,193,908 Total Governmental (Sum of cols. (a) through (f)) (g) Permanent (t) Capital Projects (e) Debt Service (d) TIF Special Revenue (c) Special Revenue (b) General (a) N 00 00 00 01 00 O CT ,--- a\ N 0, m Cr, 7 Cr, VI a1 '0 t� 01 00 Cr, 0, Cr, 0 0 O CVCc,7 0 0 0 v) 0 00 0 t� 0 co 0 0 0 0 '. — r. C r. r) '. 7 '. v1 '. 0 r. t� r. 00 '. 0 0 elN CVCc) N •7 el ,n el V0 N IC--00 el Cr, el Item description Section I - Business Type Activities Water - Current Operation Capital Outlay Debt Service Sewer and Sewage Disposal - Current Operation Capital Outlay Debt Service Electric - Current Operation Capital Outlay Debt Service Gas Utility - Current Operation Capital Outlay Debt Service Parking - Current Operation Capital Outlay Debt Service Airport - Current Operation 0 P U Debt Service Landfill/Garbage - Current operation Capital Outlay Debt Service Hospital - Current Operation Capital Outlay Debt Service Transit - Current Operation 0 a5 Pr U Debt Service Cable TV, Telephone, Internet - Current Operation Capital Outlay Housing Authority - Current Operation Capital Outlay Debt Service Storm Water - Current Operation Capital Outlay Debt Service Other Business Type - Current Operation Capital Outlay Debt Service Internal Service Funds - Specify Total Business Type Activities https://dom-localgov.iowa.gov/afr?id=9388 Page 123 0 '.l'5 11/14/25, 2:22 PM Local Government Property Valuation System EXPENDITURES P9 '0 0 a/ M M c1 cm en cm cm m M m 7 7 V V V,, 7 V Grand Total (Sum of col. (g)) (i) 258,280,016 34,342,635 14,617,892 0 48,960,527 307,240,543 VD N N N M. 00, O 07 V0 0 —4 O 14,376,385 v1 7 N — ' O ON t-- N N —4 38,842,659 01 000 0 O —, VD ,-. N 7 O N 00 ,.0 7 Proprietary (h) 32,193,908 2,362,245 2,362,245 m ul V0 ut V 7 m Cr. WI N 00 co 00 m 38,842,659 73,398,812 Total Governmental (Sum of cols. (a) through (f)) (g) 226,086,108 Cr t+1 0-00 00 Cr., m 14,617,892 O 0000 cV " 01 v7 ..D 7 Cr cmN - 00 \O N S N vo N V1 ,-. (N1 V 0 O ,--4 00 V0 0 -. 0 14,376,385 vo O 7 N l0 ,-. CD O N r- t— N N — 122,177,200 0 Cr V1 s.0 00 . Q\ m Permanent (t) 0 C 0 0 O O Capital Projects (e) 54,800,311 0 54,800,311 48,175,869 -23,183,3571 24,992,512 24,992,512 79,792,823 Debt Service (d) 16,287,376 O VD N m N Cl, rn Cr Cr Crm Cr., h 01 rn On t` Cr. m v TIF Special Revenue (c) 0 00 v v) t- v1 14,617,892 ON1 00 — V -• ON1 VD t`i 1 m 0 N 2,584,274 --4 o_� V ,-• 4,003,445 4,003,445 24,376,137 Special Revenue (b) 71,570,222 15,577,333 15,577,333 Vl Vl u1 7 t� 00 ,- t-- O m v ^• ut cc,7 ,-. r M. 4,535,107 t— ,-. 7 N t� N t— N m0 0 O 40,963,272 128,110,827 General (a) 77,673,399 t` 0 cm 7 ..0 '. t` o cm- 7 '0 '. v t VD O M. Q, V1 -4 vi —4O — m vi N '. 8,422,107 Cr m r- N Cr N 00 Cr,r 0 Om ,-. ut 51,309,978 145,386,434 y L. 0 en --4 en CV cm en en 7 m v'1 en ..0 cm r- en 00 en C cc, O 7 CVm 7 r V1 7 '0 t� 7 00 7 Item description Subtotal Expenditures (Sum of lines 84 and 129) 7 Section J - Other Financing Uses Including Transfers Out Regular transfers out Internal TIF loans/repayments and transfers out Total Other Financing Uses Total Expenditures and Other Financing Uses (Sum of lines 130 and 135) Ending fund balance June 30, : Governmental: Nonspendable b u Committed Assigned Unassigned Total Governmental Proprietary Total Ending Fund Balance June 30, Total Requirements (Sum of lines 136 and 147) https://dom-localgov.iowa.gov/afr?id=9388 Page 124 ofIk 11/14/25, 2:22 PM Local Government Property Valuation System 0 Part III Intergovernmental Expenditures Please report below expenditures made to the State or to other local governments on a reimbursement or cost sharing basis. Include these expenditures in part II. Enter amount. Amount paid to State M Part IV Wages & Salaries Report here the total salaries and wages paid to all employees of your govemment before deductions of social security, retirement, etc. Include also salaries and wages paid to employees of any utility owned and operated by your government, as well as salaries and wages of municipal employees charged to construction projects. C O O 1 47,158,337 Part V Debt Outstanding, Issued, and Retired Transit subsidies A. Long -Term Debt Debt During the Fiscal Year Debt Outstanding JUNE 30, 2025 Interest Paid This Year 0 a O 00 M 00 0 0 0 CO 0 119,206 I 0 00 O 2,792,3251 CO 0 0 0 4,952,370 I B. Short -Term Debt Amount DEBT LIMITATION FOR GENERAL OBLIGATIONS Amount Part VI Actual valuation -- January1, 2023 5,352,535,964 x.05 = $ 267,626,798.2 Part VII CASH AND INVESTMENT ASSETS AS OF JUNE 30, 2025 Amount Total (e) en eg en 0 O 0 If you budget on a NON-GAAP CASH BASIS, the amount in the Total above SHOULD EQUAL the above summed amounts on the sheet All Funds P1: Ending fund balance, column C PLUS the amounts in the shaded Note area. I Outstanding as of July 1, 2024 IOutstanding as of JUNE 30, 2025 Other 0 0 0 0 0 0 0 0 27,774,627 00 0 0 0 27,774,627 All other Funds (d) M N Ok 0 YOU ARE REQUIRED TO ENTER SALARY DOLLARS IN TILE Amount areas FOR SALARIES AND WAGES PAID ITotal Salaries and Wages Paid Revenue 0 37,717,071 0 0 0 0 0 0 0 -241,0001 0 0 0 0 37,476,071 TIF Revenue 0 0 0 0 0 0 0 12,185,0651 0 00 0 0 0 12,185,065 Purpose Highways All other y O E d y i O 0 w 0 C Z.0 General Obligation 0 0 0 0 0 0 0 0 0 125,720,0001 0 0 0 0 0 0 0 N r N . O is y 00 O R O en M 0 0 0 0 0 ken0 N M00 O D 00 885,703 0 O '-" 00 0 0 0 0 21,780,386 Amount paid to other local governments 55,978 N m M 7 N 7 N vi O o co Issued 0 1,047,0001 0 0 0 0 0 0 0 I 43,650,0001 0 0 0 0 44,697,000 (9) spun) uoganr;suoa puog 00 vl N N O V} Debt Outstanding JULY 1, 2024 0 Cr,M 00 00 00 0 0 0 0 0 0 17,828,2801 28,660,330 00 O 0 M r M 0 0 0 0 224,936,149 � C a .--� N en vt ,O l- 00 OO � N M 7r Purpose 111 Water Utility 111 Sewer Utility Electric Utility " C7 Transit -Bus Industrial Revenue Mortgage Revenue TIF Revenue J Other Purposes / Miscellaneous O� q L o o Q IStormwater j 0,3 0 Total Long -Term Bond and interest funds (a) 0 0 M O r Purpose Correction at x Highways Transit Subsidies Libraries Police protection ai v 0 II Sanitation All other Type of asset Cash and investments - Include cash on hand, CD's, time, checking and savings deposits, Federal securities, Federal agency securities, State and local govemment securities, and all other securities. Exclude value of real property. https://dom-localgov.iowa.gov/afr?id=9388 Page 125 o1Y5 11/14/25, 2:22 PM Local Government Property Valuation System Projects Funded by Debt TIF Rebates Public Works building, Fire engine, Sidewalk repairs, flood control, vehicles and equipment and other uses Parking Ramp Repairs, building improvements, Equipment , and other uses TIF Expenses, property acquisition and other uses TIF Expenses, city property improvements and other uses Road Construction, Bridge Canopy repairs, flood control, vehicle replacement, and other uses City building repairs, computers and equipment, park improvements and other uses TIF Expenses, Nuisance abatement and other uses City building improvements and other uses Road Construction, Flood Control, Demolition, Vehicle and equipment replacement, traffic expenses and other uses City building improvements, vehicle and equipment replacement, computers and other uses TIF Expenses, Nuisance abatement and other uses Parking ramp repairs, city building improvements, radio tower replacement and other uses TIF Expenses and other uses Road Construction, Flood Control, Sidewalk Repairs, Tree replacement, vehicles and equipment and other uses Parking Ramp repairs, city facility improvements, computers, vehicle and equipment replacement and other uses TIF Expenses, Nuisance abatement and other uses City facility improvements, airport runway rehab and other uses TIF Expenses and other uses Flood control improvements, Fire engine, tree replacement, sidewalk repair, traffic expenses and other uses Purpose of Debt TIF Revenue 0 C7 0 0 Iu00 va General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) 0 C7 0 0 0) 00 e)a General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) L y dw u Flz Fiscal Year Interest Paid O ,-. cD V T 'p 5,433 N OOi 7 v1 25,352 144,724 h - Cti N 0 N - 00 .--. 53,132 10,368 0, h ,--1 CD � 7 ,-. V, M N 00 ,-. 0 7r M 01 O� 00 43,885 00 m 01 ,-. 174,406 M N ,-. Fiscal Year Principal Paid 5,643,215 431,274 33,726 263,380 N - 7 t` O h vMi N 7 - 53,886 - _ V1 347,240 0 h r `D 7 ' V't 68,354 420,000 0n 0'7 7 M 0 7 O M T N 'O ,-. O O N h 0 , 0 M Cr, '0 O -- Principal Outstanding July 1, 2024 17,828,280 N o, 7 V1 N N 00 O. V) 0., h ,--- M '0 0 7 ,--I 674,437 4,527,801 01 0, _N 01 354,111 335,889 2,606,392 00 0 VD o0 0 V1 .� h ' 0 7 538,285 6,285,000 3,113,321 h 'D h N 1,442,711 0, 00 N r M 'D 5,610,000 4,123,696 Amount of Issue O 9,335,000 730,000 3,400,000 0 0 0 h V) - 0 0 'D 'D M 0 - 00 00 (0 N O O T 0., h O O ,-. V) h 7,200,000 O V1 O 7 -, 779,000 1,031,000 9,250,000 8,503,000 742,000 O h 0, 7 N O M O ,--, O0 O O o0 O 01 h 00 Voted 0 z 6) 0 z° No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Essential GO 9 r ,b �o 0 4F No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Essential GO 61 tC w a O ,M. M N ,M. M N -� V) M 0p N V1 M 00 N Vl M 00 N V) --- 7 Vl ,_, V, N N . --� N N N N. ,_, M 00 O M 00 O M 01 O M N N M N N M M V) M - M M V1 M - V) M V) h N M N 01 N o o 7 A C CO CO , F. N V'i M 7 O N 2014-352 2014-352 2014-352 v1 VD M V1 O N V'i ,.0 M Vi O N V� ‘D M V1 O N V1 ,D M 0 O N h ,D M 'D O (,I h 'D M 'D O N r- ‘.0 M 'D O N h VD M 'D O N CS) CS) h ' O N 2017-182 2017-182 2017-182 N 00 ,-. l� O N 2017-182 2018-111 Date of Issuance 07-01- 2024 l� 7 N 'D O O N 06-27- 2014 06-27- 2014 7 l� N '0 O O N 01 Nkn '0 O 0 N 01 N'r, 'D O O N 4 N h ,0 O O N 44, NLe) '0 O O N NO 'D O O N 01 N,./D '0 O 0 N O, N,C) 'D O O N 01 NVD '0 O O N 01 N,..0 '0 O O N O N h ,0 O O N O Nh '0 O O N O N h ,0 O O N O Nh '0 O O N O Nh 'D O O N 01 ,--,00 '0 O 0 N Type of Debt TIF Revenue GO GO GO GO GO GO GO GO O 0 GO GO GO GO O 0 O C GO GO GO O 0 ,-. N M 7 V) VD h 00 (71 O N M 7 V) 'D h 00 01 O Debt Series Name TIF Rebates/Other Debt 2014A-ECP Portions 2014A-GCP Portions 2014B-ECP Portions 2014B-GCP Portions 2015A-ECP Portions 2015A-GCP Portions 2015B-ECP Portions 2015B-GCP Portions 2016A-ECP Portions 2016A-GCP Portions 2016B-ECP Portions 2016B-GCP Portions U VD 0 N 2017A-ECP Portions 2017A-GCP Portions 2017B-ECP Portions 2017B-GCP Portions U h 0 N 2018A-ECP Portions https://dom-localgov.iowa.gov/afr?id=9388 Page 126 ot16Ik 11/14/25, 2:22 PM Local Government Property Valuation System Projects Funded by Debt City facility improvements, Vehicle wash system, vehicles and equipment, computers and other uses TIF Expenses, Nuisance Abatement and other uses Parking Ramp repairs, city facility improvements, and other uses Parking lot repairs, vehicles and equipment, sidewalk repair, flood control, trail replacement and other uses Storage buildings, aquatic facilities, parks improvements, and other uses City facility improvements, demolition and housing incentives, elevator repairs and other uses Property Acquisitions, Parking ramp repairs, city facilities maintenance and other uses Refunding 2011 Bond Issue Refunding 2011 Bond Issue Road construction, Bridge repairs, vehicle and equipment replacement, flood control improvements, public safety expenses and other uses Computer equipment, parks improvement, city facility improvements, vehicle replacement and other uses City facility improvements, Demolition and housing incentives, TIF expenses and other uses City facility improvements, airport pavement and other uses. Bridge and road construction, traffic expenses, public safety expenses, flood control, vehicle and machinery replacement and other uses Swimming pool improvements, Computer, Vehicle and machinery replacement and other uses City facility improvements, demolition, TIF expenses and other uses City facility improvements, TIF expenses and other uses TIF Development Agreement Bridge replacements, road construction, vehicle and machinery replacement, public safety and traffic expenses and other uses City facility repairs, vehicles and equipment, and other uses Purpose of Debt General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) y L . i 0 A Fiscal Year Interest Paid 0, 00 M M 8,281 0, N N 0 00 O, kn 0c N 37,273 N _ O ,--i 0 0 M vi ,— 21,628 84,744 k0 ken_ 1 N N O N u) Vl h VG N 188,937 en k0 O O ' ^-, 0 7 0 V1 O O, 0i M 272,188 144,311 21,194 Fiscal Year Principal Paid M 0 ce kr, N N - n '0 kn oo h 7 r . 4- O 0, OOi 7 179,094 251,713 68,287 380,000 0 O 7 Vl 178,367 M M 'O '0 7 364,062 185,938 t` N 7 7 N ,-. 105,783 0 - VD 7 0, 'r 71. M 1,045,000 87,194 12,806 Principal Outstanding July 1, NaN M '0 OO �--i 241,589 228,411 VO M le N 986,355 00 '0 kn M ---- 0 en 765,000 1,095,000 4,237,196 1,107,804 M N V en '0 l� r — 9,446,834 k0 MO 00 01 7 7 M 2,720,067 12,320,000 4,582,064 672,936 Amount of Issue 2,126,000 000`05S 520,000 0 0O Vi a 1,815,000 2,525,000 O O 00 2,770,000 0 N k0 5,569,000 0 ,O 7 0 7 2,784,000 13,244,000 0 N N 4,805,000 3,805,000 0 0 v 0 0 7 00, lr> 728,000 Voted No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Essential GO No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Essential GO No Vote - Below Threshold N 414 ) R Km M N N M M �'• M M M l� N N M l� N (Ni N m r N N m t` N N N r- ,— O N �O o N V M --I N--� 7 M •n l� 7 kr> ,--� l� 7 ,--- N 7 rr N--�--� V 7 ,-- 'O �O r - 'O �0 .., ,--, N N vO N N N M V1 N M N M vn N M Debt Resolution 00 O N 2018-111 00 0 N M 00 M 01 0 N 2019-383 2019-384 2019-384 2019-754 k Vl l-- 01 0 N 2020-446 2020-446 2020-448 2020-448 2021-407 2021-407 2021-408 2021-408 2021-621 2022-340 7 M N N 0 N Date of Issuance 01 ^00 '00 ON � 4,1 ^"00 '00 ON T ,—'00 0 '0 ON 00 ^_,0 0 '0 ON 00 ,—'� '00 ON 00 ,--.C1 0 '0 ON 00 ^"al '00 ON N N� 00 --1 N N N� 00 —N T 00 '00 ON 01 0000 '000 ON 0!, '00 ON T 00 '00 ON N N '0 ON 06-22- 2021 06-22- 2021 06-22- 2021 01-04- 2022 NN 0 '0 ON NN k00 ON °"o u A 0 o 0 C7 0 o 0 o 0 o 0 o 0 o 0 o 0 o 0 o 0 CJ 0 C7 0 C7 0 C7 0 C7 0 CJ 0 C7 0 C7 0 C7 0 C7 - N N N M N 7 N V'i N '0 N r--00 N N 0, N O en M N en en7 en M V'> enen l0 l� en 00 en 0 M O 7 Debt Series Name 2018A-GCP Portions 2018B-ECP Portions 2018B-GCP Portions 2019A-ECP Portions U C' 0 o 00 N P. 2019B-ECP Portions 2019B-GCP Portions 2019C-Refunding 0r 0 n� CG A © N 2020A-ECP Portions U C7 0 d o el r 00 N P. 2020B-ECP Portions 2020B-GCP Portions 2021A-ECP Portions 2021A-GCP Portions 2021B-ECP Portions 2021B-GCP Portions 2022A 2022B-ECP Portions 2022B-GCP Portions https://dom-localgov.iowa.gov/afr?id=9388 Page 127 o1F ''S 11/14/25, 2:22 PM Local Government Property Valuation System Projects Funded by Debt City facility improvements, Demo expenses and other uses City facility improvements, wetland restoration and other uses Road construction, vehicles and equipment replacement, parks improvements flood control and other uses City facility improvements, Vehicle replacement and other uses City Facility remodel TIF Development projects Sidewalk repair, flood control, vehicles and machinery replacements, public safety expenses, traffic expenses and other uses Parking ramp repairs, city facility improvements, vehicles and other uses Demolition and housing incentives. City facility improvements and other uses Flood control, vehicle and machinery replacement, traffic expenses, sidewalk repairs, and other uses City facility improvements, parking ramp repairs, vehicles and computer equipment and other uses Demolition and housing incentives City facility improvements and other uses a, 0) a w CIPP3 Instrumentation & FEQ Connection CIPP3B and CIPP3C Dry Run Creek Biosolids Plant Modifications Purpose of Debt General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) General Obligation (GO) V h s, O��, Oa Other Purposes/Misc Other Purposes/Misc Other Purposes/Misc Other Purposes/Misc Sewer Utility Sewer Utility Sewer Utility Sewer Utility 5 y L f, Fiscal Year Interest Paid 141,345 15,040 154,912 00 00 0 O l� 0 0 0 0 0 0 177,084 00 M 0 l' 10 18,289 7 M M r• 925,000 22,220 20,180 17,760 43,560 335,400 Fiscal Year Principal Paid 00 M O 01 00 va 01 © ) s tenvl N oog'LII O O O 0 0 0 vt N N 7 O t- 01 51,042 O, M vl O 0 © `.0h N 105,000 48,000 © 0 s N 838,000 Principal Outstanding July 1, NaN 3,579,143 380,857 10 00 O N C1 M m Oi 00 l� — O 0 O 10 N M 28,590,000 3,761,000 1,554,000 0 O 0 kn N 435,000 O O 10 r• 00 M 1,464,000 0 O O ,n M 370,000 20,000,000 O O — 1,009,000 0 O 00 00 O O 10 vi M 7 16,770,000 Amount of Issue 3,900,000 415,000 4,120,000 O0 O 00 00 3,560,000 28,590,000 O _ 10 r- O 7 V1 O O O O 435,000 O 10 ,-• 00 1,464,000 350,000 O 0 O O 20,000,000 1,600,000 1,631,472 1,071,240 5,288,743 O O v0 o0 '• Voted No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Essential GO No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold No Vote - Essential GO No Vote - Below Threshold Voted No Vote - Non - GO 0 0 z zCD No Vote - Non - GO 0 0 z zL 0 0 z zL d ate+ w C C ,--i 7 01 O 7 ,--I V an O V 00 M M N M m 00 rfl m N M M V 00 M 1D l� of N O v1 01 00 7 V 00 00 ri 7 00 00 or; 10 �i v) 7 tD �i v) 7 M 7 N vl m M V N to cri .M• v1 vi �M• vi• N vi v) f �n O 7 N kn l� _ N V1 r ,_ N V1 r _ N V1 r _ N h r r• Debt Resolution 2022-341 2022-341 2023-168 2023-168 M O v N O N 2025-014 00 N vi N O N 2025-218 2025-219 2025-219 2024-123 2024-123 2024-123 2024-123 2024-161 2018-276 2019-172 2020-619 2020-621 2020-620 Date of Issuance N N N 1i0O 0 N 06-21- 2022 m N 10O 0 N 06-01- 2023 O',I pN NO 0 N O On N NO 0 N ON N'n 1 N ,nO O N in 1 N ,nO 0 N OO N vi , N ,nO 0 N N v, 1 N ,nO 0 N 04-17- 2024 r ^V N 70 O N 04-17- 2024 04-17- 2024 04-17- 2024 05-18- 2018 01 V O 0 N O w 1 N v,O 0 N 03-26- 2021 04-02- 2021 O ♦+ scam, A F'� O C:7 O C:J O C:1 O C:J O C:1 O CJ O CJ O C:7 O C:J O C:1 N O 4) O N Y O G) O N O 0 C N N F4. 7 O N 0.4 C C O N Lei 0 q O N C4. 7 q N N (:4 7 N 7 M 7 7 7 v) 7 10 7 l— 7 00 7 01 - © v3 vi N v, to v1 7 vi v, v3 10 v3 t vi 00 vn 01 v, © k0 Debt Series Name 2022C-ECP Portions 2022C-GCP Portions 2023A-ECP Portions 2023A-GCP Portions 2025A vn O 2025C-ECP Portions 2025C-GCP Portions 2025D-ECP Portions 2025D-GCP Portions 2024B-ECP Portions 2024B-GCP Portions 2024C-ECP Portions 2024C-GCP Portions V O C0906RT C099ORT I. O co,--, C) C1101RT C1102RT https://dom-localgov.iowa.gov/afr?id=9388 Page 128 oitik 11/14/25, 2.22 PM Local Government Property Valuation System Projects Funded by Debt CIPP4A2 Sanitary Sewer Gatewell Ph 1 Highway 63 South Interceptor CIPP4A3 Sanitary Sewer Gatewell Ph 2 Clarifier 3 Titus Lift Station Sunnyside Basin Sunnyside Basin Fiber Police Equipment lease (Capital Lease Debt) Purpose of Debt Sewer Utility Sewer Utility Sewer Utility Sewer Utility Sewer Utility Sewer Utility Sewer Utility Sewer Utility Sewer Utility General Obligation (GO) Other Purposes/Misc ,et. f, Q A Fiscal Year Interest Paid 18,980 74,600 113,694 0 00 „ 72,537 16,148 7 0, 01 0 O O 162,424 O Fiscal Year Principal Paid 44,000 O O O 00 s -, 347,000 00 0, 7 m O 01 000`0LI 43,000 000`50£ 30,000 26,000 O O O -4- N 430,703 Principal Outstanding July 1, NaN 949,000 3,730,000 7,083,749 968,143 2,917,777 444,090 860,780 O O O 2,660,330 p y £i' H , F O O M O N s O 7 O O O 00 O O 0, O O O 7 O 7 O O 7 O O O 'Cr O> N 0 0 M '1 0 ..n O O 0 ' V1 o N o0 M Voted z z0 4 z z0 4 z z0 Q z zc0 4 z z(0 Q 0 z� No Vote - Non - GO No Vote - Non - GO No Vote - Non - GO 4 0 ZL 4 z zL , , , , , , , , , ct= N N r. N ,- N ,-. N ,- , 00 N N O O s M M O Debt Resolution M M N N N O N 2022-232 M N (NI N O N 2022-732 2023-478 2023-777 2025-273 2025-275 2025-274 2024-456 2021-093 Date of Issuance 05-13- 2022 M N _i N V, O O N M N �i N v-) O O N 12-16- 2022 N M i N o0 O O N 12-22- 2023 03-22- 2024 05-23- 2025 N N V'0 O O N 08-19- 2024 04-12- 2021 W O a. aia N I a N I o N 7 a N I a N 0 0 N I 0 N I 0 N 7 0 N 1 a N 0 0 0, CV 0, M 0, 7 0 VI0 0, b t- 0, oo 0 a, 0 O r r elen r r 7 r v) r 0 r t- r 00 T r O 00 Debt Series Name C1278RT C1279RT C1280RT C1322R/CF1322R C1378R C1409R C1422R C1280RT--WRR C1422R-WRR 2024E Sewer Fiber Police Equipment Lease https://dom-localgov.iowa.gov/afr?id=9388 Page 129 °Valk 11/14/25, 2.22 PM Local Government Property Valuation System Projects Funded by Debt Purpose of Debt Tied to Other Debt Fiscal Year Interest Paid Fiscal Year Principal Paid Principal Outstanding July 1, NaN C O i' Q O 'O d a4 x Debt Resolution Date of Issuance t_ a. FAA W N 00 M 0C 00 V, OC \O 00 l-- 00 00 00 01 00 O 01 , - 01 N 01 M 01 7 01 VO 1p 01 l-- 01 00 01 01 01. O O Debt Series Name https://dom-localgov.iowa.gov/afr?id=9388 Page 130 Alt 11/14/25, 2.22 PM Local Government Property Valuation System Projects Funded by Debt Purpose of Debt Tied to Other Debt Fiscal Year Interest Paid Fiscal Year Principal Paid Principal Outstanding July 1, NaN C O O y Q O 'O d O a4 x Debt Resolution Date of Issuance a. FAA 0 N 0 M - 0 h 0 \O 0 0 00 0 s. 0 O - - N, 7 h l0 co a -- O N Debt Series Name https://dom-localgov.iowa.gov/afr?id=9388 Page 131 Alt 11/14/25, 2:22 PM Local Government Property Valuation System https://dom-localgov.iowa.gov/afr?id=9388 Page 132 o76Ik 11/14/25, 2:30 PM Local Government Property Valuation System STATE OF IOWA 2025 FINANCIAL REPORT FISCAL YEAR ENDED JUNE 30, 2025 CITY OF WATERLOO, IOWA DUE: December 1, 2025 16200701000000 CITY OF WATERLOO 715 Mulberry Street WATERLOO IA 50703-5783 POPULATION: 67314 NOTE - The information supplied in this report will be shared by the Iowa State Auditor's Office, the U.S. Census Bureau, various public interest groups, and State and federal agencies. ALL FUNDS Governmental (a) Proprietary (b) Total Actual (c) Budget (d) Revenues and Other Financing Sources Taxes Levied on Property 51025152 51,025,152 51,397,687 Less: Uncollected Property Taxes -Levy Year 0 0 0 Net Current Property Taxes 51,025,152 51,025,152 51,397,687 Delinquent Property Taxes -10,786 -10,786 0 TIF Revenues 22,145,278 22,145,278 21,144,488 Other City Taxes 23,034,449 0 23,034,449 22,150,063 Licenses and Permits 2,061,409 1,948 2,063,357 1,519,705 Use of Money and Property 6,288,105 1,489,788 7,777,893 2,607,950 Intergovernmental 40,311,123 337,700 40,648,823 86,125,193 Charges for Fees and Service 15,403,771 26,526,460 41,930,231 39,808,061 Special Assessments 368,587 0 368,587 610,000 Miscellaneous 14,214,037 12,332 14,226,369 13,513,165 Other Financing Sources, Including Transfers in 87,102,127 13,030,111 100,132,238 120,009,700 Total Revenues and Other Sources 261,943,252 41,398,339 303,341,591 358,886,012 Expenditures and Other Financing Uses Public Safety 44,047,420 44,047,420 45,854,654 Public Works 35,733,165 35,733,165 50,241,079 Health and Social Services 360,995 360,995 402,782 Culture and Recreation 12,838,907 12,838,907 14,139,151 Community and Economic Development 20,531,005 20,531,005 28,691,175 General Government 12,760,201 12,760,201 14,376,769 Debt Service 17,017,015 17,017,015 16,292,120 Capital Projects 82,797,400 82,797,400 138,504,467 Total Governmental Activities Expenditures 226,086,108 0 226,086,108 308,502,197 Business type activities 32,193,908 32,193,908 43,372,767 Total All Expenditures 226,086,108 32,193,908 258,280,016 351,874,964 Other Financing Uses, Including Transfers Out 46,598,282 2,362,245 48,960,527 52,159,098 Total All Expenditures/and Other Financing Uses 272,684,390 34,556,153 307,240,543 404,034,062 Excess Revenues and Other Sources Over (Under) Expenditures/and Other Financing Uses -10,741,138 6,842,186 -3,898,952 -45,148,050 Beginning Fund Balance July 1, 2024 132,918,338 32,000,473 164,918,811 122,096,004 Ending Fund Balance June 30, 2025 122,177,200 38,842,659 161,019,859 76,947,954 NOTE - These balances do not include the following, which were not budgeted and are not available for city operations: Non -budgeted Internal Service Funds Pension Trust Funds Private Purpose Trust Funds Agency Funds Indebtedness at June 30, 2025 Amount Indebtedness at June 30, 2025 Amount General Obligation Debt 125,720,000 Other Long -Term Debt 27,774,627 Revenue Debt 37,476,071 Short -Term Debt 0 TIF Revenue Debt 12,185,065 General Obligation Debt Limit 267,626,798 https://dom-localgov.iowa.gov/afr?id=9388 Page 133 of MI5 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Finance Department November 17, 2025 AGENDA ITEM TITLE Resolution approving the Annual Financial Report for City Streets, for the fiscal year ended June 30, 2025, and authorizing transmittal to the Iowa Department of Transportation. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Street Financial Report - City of Waterloo - FY2025 Page 134 of 865 0IUWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Expenses Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & UO) Grand Total Salaries - Roads/Streets $1,016,348 $777,321 $1,793,669 Benefits - Roads/Streets $747,024 $317,915 $1,064,939 Training & Dues $9,807 $1,709 1 $11,516 Building & Grounds Maint. & Repair $34,189 $34,189 Road Beautification $1,181,844 $1,181,844 Vehicle & Office Equip Operation and Repair $272,986 $13,160 $286,146 Janitorial $1,904 $1,904 Legal $4,489 $4,489 Medical $3,483 $3,483 Street Maintenance Expense $301,003 $179,425 $480,428 Technology Expense $5,654 $10,437 $16,091 Other Professional Services $158,500 $158,500 Other Contract Services $12,219 $2,635 $14,854 Minor Equipment Purchases $23,649 $10,581 $34,230 Office Supplies $2,889 $2,889 Operating Supplies $19,106 $19,106 Postage & Safety $5,300 $856 $6,156 Page 1 of 10 Page 135 of 865 0IUWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & UO) Grand Total New Posts & Signs $132,712 $132,712 Other Supplies $8,589 $1,878 $10,467 Vehicles $845,915 $845,915 Heavy Equipment $747,077 $747,077 Bridges & Culverts $657,730 $657,730 Street - Capacity Improvement $11,461,632 $9,885,455 $21,347,087 Principal Payment $1,433,791 $1,433,791 Interest Payment $383,979 $383,979 Parking $112,812 $112,812 Street Lighting $388,305 $388,305 Traffic Control/Safety $2,069,152 $2,069,152 Snow Removal $641,484 $641,484 Highway Engineering $1,487,415 $1,487,415 Depreciation & Building Utilities $35,021 $35,021 Street Cleaning $368,394 $368,394 Snow Removal Salaries $644,297 $644,297 Snow Removal Benefits $108,749 $108,749 Total $112,812 $9,969,359 $13,529,115 Page 2 of 10 $1,817,770 $10,731,370 $368,394 $36,528,820 Page 136 of 865 QIOWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Revenue Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & UO) Grand Total Levied on Property $0 $0 $1,817,770 $1,817,770 TIF Revenues $525,963 $525,963 Other Taxes (Hotel, LOST) $13,344,507 $13,344,507 Licenses & Permits $17,700 $17,700 Interest $776,401 $776,401 Federal Grants $3,526,131 $3,526,131 State Revenues - Road Use Taxes $9,557,471 $9,557,471 Other State Grants - IDOT $2,974,319 $2,974,319 Local Contributions $1,398,862 $1,398,862 Charges/fees $112,812 $1,278,073 $10,348 $368,394 $1,769,627 Sale of Property & Merchandise $10,359 $10,359 Proceeds from Debt $945,000 $945,000 Total $112,812 $10,863,603 $15,530,118 Page 3 of 10 $1,817,770 $7,971,413 $368,394 $36,664,110 Page 137 of 865 QIOWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Bonds/Loans Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Bond/Loan Description Principal Balance As of 7/1 Total Principal Paid Total Interest Paid Principal Roads Interest Roads Principal Balance As of 6/30 2020A GO $5,345,000 $225,000 $106,900 $125,071 $59,423 $5,120,000 2018AG0 $5,170,000 $1,275,000 $155,100 $145,560 $17,707 $3,895,000 2017AG0 $3,385,000 $380,000 $71,600 $37,911 $7,143 $3,005,000 2023A GO $5,710,000 $305,000 $269,050 $68,066 $60,043 $5,405,000 2021AG0 $10,250,000 $1,350,000 $205,000 $432,922 $65,740 $8,900,000 2014A GO $2,475,000 $465,000 $74,906 $54,882 $8,841 $2,010,000 2022B GO $5,255,000 $100,000 $165,505 $25,629 $42,417 $5,155,000 2024B $5,280,000 $350,000 $245,022 $76,563 $53,599 $4,930,000 2016AG0 $3,115,000 $415,000 $63,500 $101,813 $15,579 $2,700,000 2015A GO $5,440,000 $850,000 $173,881 $122,441 $25,047 $4,590,000 2019AG0 $3,690,000 $670,000 $110,700 $131,198 $21,677 $3,020,000 2019C GO $765,000 $380,000 $23,000 $111,736 $6,763 $385,000 2025C GO $5,315,000 $0 $0 $0 $0 $5,315,000 Total $61,195,000 $6,765,000 $1,664,164 Page 4 of 10 $1,433,792 $383,979 $54,430,000 Page 138 of 865 010WADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Equipment Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Description Model Year Usage Type Cost Purchased Status Sno-Go Loader -Mounted Snow Blower 1990 Purchased $38,143 No Change Deere 655K-II 4WD Loader with Bucket 2016 Purchased $113,900 No Change Deere310SE Wheel Loader Backhoe w/ Tamper Ext 1999 Purchased $66,400 No Change Intl Tandem Dump Truck w/anti-icing system 2010 Purchased $131,533 No Change Caterpillar Vibrator Roller 1991 Purchased $50,000 No Change Deere 672D 4WD Motor Grader 2009 Purchased $148,008 No Change Crafco Trailer -Mounted Crack Sealer EZ1000EB 2011 Purchased $36,594 Sold Deere 624K 4WD Loader 2009 Purchased $119,556 No Change Freightliner 108SD Dump Truck 2014 Purchased $130,401 No Change International 7300 Single Axle Dump Truck 2019 Purchased $150,964 No Change Navistar 4700 Oil Distributor with Tank & Sprayer 2002 Purchased $88,807 No Change Ford F550 Service Truck 2019 Purchased $119,149 No Change Crafco SS 125DC Melter for Crack Sealing 2020 Purchased $73,570 No Change HAMM HD10 Tandem Roller 2018 Purchased $34,683 No Change Deere 332G Skid Steer Loader 2019 Purchased $63,990 No Change Intl 7300 Single Axle Dump Truck 2010 Purchased $113,600 No Change Ford F550 Aerial Boom Truck 2018 Purchased $126,847 No Change Elgin Pelican Street Sweeper 2010 Purchased $161,261 No Change Intl 7300 Single Axle Dump Truck 2010 Purchased $113,600 No Change Ford SD F350 1 Ton Pickup - White 2016 Purchased $49,981 No Change Caterpillar Reclaimer 1991 Purchased $250,000 No Change Page 5 of 10 Page 139 of 865 0IU11VADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Description Model Year Usage Type Cost Purchased Status Deere 260 Skid Loader with 48" Forks, Bucket, Plow 2000 Purchased $33,100 No Change John Deere 770G Grader 2014 Purchased $193,257 No Change International 7300 Single Axle Dump Truck 2019 Purchased $150,964 No Change Deere 770CH Motor Grader 1998 Purchased $154,900 No Change Ferguson 4988 Static Roller 2006 Purchased $38,962 No Change Freightliner Single Axle Dump Truck M2106V 2009 Purchased $111,538 No Change Freightliner Single Axle Dump Truck M2106V 2009 Purchased $111,538 No Change Deere 770CH Motor Grader 1998 Purchased $154,900 No Change Freightliner M2106 Asphalt Patcher 2008 Purchased $103,783 No Change Elgin Pelican Street Sweeper 2015 Purchased $187,104 No Change Ford SD F350 1 Ton Pickup - White 2016 Purchased $49,981 No Change Ford F150 Supercab XL - White 2014 Purchased $24,157 No Change Ford F150 Supercab XL - White 2014 Purchased $24,157 Sold Ford F150 Supercab XL - White 2014 Purchased $23,530 Sold Etnyre Chip Spreader 1999 Purchased $132,925 No Change Ingersoll Rand PT125R Pneumatic Tire Compactor 1998 Purchased $41,700 No Change Deere 770CH Motor Grader 1998 Purchased $154,900 No Change Freightliner M2106V Dump Truck w/ anti/icing system 2012 Purchased $134,132 No Change International Snow Control Truck 2022 Purchased $215,262 No Change Elgin Pelican Street Sweeper 2011 Purchased $165,352 Junked Freightliner M2105V Dump Truck w/anti-icing system 2012 Purchased $132,109 No Change WR240 STREET RECLAIMER 2024 Purchased $789,014 No Change International HV507 2022 Purchased $215,262 No Change Page 6 of 10 Page 140 of 865 0IUWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Description Model Year Usage Type Cost Purchased Status Bobcat Compact Excavator 2021 Purchased $54,215 No Change Case 280SNWT Backhoe 2022 Purchased $117,065 No Change Tool Cat Drive Unit w/ Vacuum Sweeper 2023 Purchased $113,954 No Change JD 190GW Wheeled Excavator 2021 Purchased $177,960 No Change Ford F750 Truck with Aerial 2004 Purchased $103,027 No Change Freightliner M2106 Dump Truck 2006 Purchased $84,565 No Change Elgin Single Engine Crosswind Vacuum Sweeper 2020 Purchased $267,195 No Change Ford E350 Truck 2019 Purchased $33,174 No Change Ford F250SD SRW 2019 Purchased $42,713 No Change Ford F750 Digger Derrick 2007 Purchased $122,723 No Change PAVIJET MG7 SUPER MINI PAVER 2024 Purchased $90,060 No Change Freightliner Dump Truck 2017 Purchased $138,452 No Change Deere 544J End Loader 2004 Purchased $118,160 No Change Freightliner 108SD Dump Truck 2014 Purchased $130,401 No Change Ford F250 SD SRW Truck 2020 Purchased $32,492 No Change Freightliner M2106V Dump Truck w/ anti/icing system 2012 Purchased $134,132 No Change Freightliner M2106 Dump Truck 2006 Purchased $84,565 No Change Freightliner M2106 Dump Truck - Yellow 2004 Purchased $67,962 No Change Freightliner M2106 Dump Truck - Yellow 2004 Purchased $67,962 No Change Freightliner M21106 Dump Truck - Yellow 2004 Purchased $67,962 No Change Intl 4700 T444E Dump Truck 2001 Purchased $68,064 No Change Intl 4700 T444E Dump Truck 2001 Purchased $68,064 No Change Ford F450-550 White Flatbed Pickup 2003 Purchased $34,092 No Change Page 7 of 10 Page 141 of 865 QIOWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Description Model Year Usage Type Cost Purchased Status Ford F350 XLS Dually Pickup 2005 Purchased $20,878 No Change Freightliner Dump Truck 2017 Purchased $138,452 No Change BOBCAT TRACK SKID LOADER 2024 Purchased $101,702 No Change 2020 ELGIN CROSSWIND 2020 Purchased $205,503 No Change 2024 VM VX50 SERIES 2023 Purchased $126,122 No Change SILVERADO UTILITY TRUCK 2024 Purchased $51,502 No Change JOHN DEERE LOADER 2025 Purchased $222,958 New CENTENINIALASPHALT DISTRIBUTOR 2025 Purchased $310,500 New HAMM DOUBLE DRUM ASPHALT ROLLER 2025 Purchased $92,700 New CARLSON PAVER 2025 Purchased $247,917 New Page 8 of 10 Page 142 of 865 QIOWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Street Projects Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM Project Description Contract Price Final Price Contractor Name E San Marnan Dr Reconstruction $2,486,161 $2,428,623 Peterson Contractors Kingsley Ave Reconstruction $631,153 $597,372 Peterson Contractors Page 9 of 10 Page 143 of 865 QIOWADOT Bureau of Local Systems Ames, IA 50010 City Street Finance Report Summary Fiscal Year 2025 Waterloo 11/6/2025 2:22:29 PM General Fund Streets (001) Road Use (110) Other Special Revenues Debt Service (200) Capitial Projects (300) Utilities (600 & UO) Grand Total Begining Balance $0 $10,095,004 $25,055,535 $0 ($241,832) $0 $34,908,707 SubTotal Expenses (-) $112,812 $9,969,359 $13,529,115 $1,817,770 $10,731,370 $368,394 $36,528,820 Subtotal Revenues (+) $112,812 $10,863,603 $15,530,118 $1,817,770 $7,971,413 $368,394 $36,664,110 Ending Balance $0 $10,989,248 $27,056,538 $0 ($3,001,789) $0 $35,043,997 Resolution Number: 2025-xxx Execution Date: Monday, November 17, 2025 Signature: Bridgett Wood Page 10 of 10 Page 144 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Planning & Zoning Department November 17, 2025 AGENDA ITEM TITLE Resolution approving electronic submission of the Tax Increment Finance (TIF) reports to the State of Iowa for Fiscal Year 2025. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. TIF-07G054-2023_11-13-2025 (1) Page 145 of 865 nnual Urban Renewal Report, Fiscal Year 2024 - 2025 Levy Authority Summary Local Government Name: WATERLOO Local Government Number: 07G054 Active Urban Renewal Areas U.R. # of Tif Taxing # Districts WATERLOO URBAN RENEWAL 07008 3 WATERLOO RATH AREA URBAN RENEWAL 07009 5 WATERLOO UNIVERSITY AVENUE URBAN RENEWAL 07011 2 WATERLOO NE IND URBAN RENEWAL 07015 8 WATERLOO MARTIN RD URBAN RENEWAL 07016 7 WATERLOO SAN MARNAN URBAN RENEWAL 07030 7 WATERLOO CROSSROADS UR TIF 07044 4 EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA 07045 10 WATERLOO SCHOITZ URBAN RENEWAL 07051 1 TIF Debt Outstanding: 205,396,806 TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: -17,457,616 0 Restricted for LMI TIF Revenue: 22,145,278 TIF Sp. Revenue Fund Interest: 162,000 Property Tax Replacement Claims 16,864 Asset Sales & Loan Repayments: 474,406 Total Revenue: 22,798,548 Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: 4,587,884 17,927,504 0 22,515,388 Amount of 07-01-2024 Cash Balance Tinp. Rev. Fund Ca i . • Amount of 06-30-2025 Cash Balance as of 06-30-2025: -17,174,456 Restricted for LMI Year -End Outstanding TIF Obligations, Net of TIF Special Revenue Fund Balance: 200,055,874 Page 146 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: WATERLOO (07G054) WATERLOO URBAN RENEWAL 07008 UR Area Creation Date: 12/1974 UR Area Purpose: The plan is intended to stengthen the economy, conserve substantially sound areas of the downtown, eliminate blight and inappropriate uses through a comprehensive program of rehabilitation and redevelopment. Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH/WATERLOO RIVERFRONT UR TIF 1NCR WATERLOO CITY/WATERLOO SCH/WATERLOO RIVERFRONT GROUT AMD INCR WATERLOO CITY/WATERLOO SCH WATERLOO RIVERFRONT TIF AMD2 INCR Urban Renewal Area Value by Class - Agricultural Residential Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: 0 48,987,845 0 22,702,352 TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: Base Increment Increment No. No. Value Used 070219 070220 070261 070262 070301 070302 117,530,529 0 5,003,171 1/1/2023 for FY 2025 Commercial Industrial Other Military Total Gas/Electric Utility Total 143,208,555 31,567,530 0 -4,000 223,733,930 0.223,733,93( 117,335,969 27,850,591 0 -4,000 167,858,912 0 167,858,91: iii Amount of 07-01-2024 Cash Balance 2,134,385 0 Restricted for LMI 3,857,195 162,000 0 174,406 4,193,601 749,077 5,420,885 0 6,169,962 TIF Sp. Rev. Fund Cash Balance as of 06-30-2025: Amount of 06-30-2025 Cash Balance 0 Restricted for LMI Page 147 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Projects For WATERLOO URBAN RENEWAL Parking Ramps Description: Classification: Physically Complete: Payments Complete: Rehabilitation of East and West Parking Ramps Municipal and other publicly -owned or leased buildings Yes No Commercial Street Extension Description: Classification: Physically Complete: Payments Complete: US 63 Study Description: Classification: Physically Complete: Payments Complete: Downtown Riverfront Plan Description: Classification: Physically Complete: Payments Complete: Downtown Lighting Description: Classification: Physically Complete: Payments Complete: Main Street Contract Description: Classification: Physically Complete: Payments Complete: Vandewalle Contract Description: Classification: Physically Complete: Payments Complete: Funds to pay for Commercial Street Extension Project Roads, Bridges & Utilities Yes No Funds for US Hwy 63 Study Roads, Bridges & Utilities Yes No Payments to consultant for development of the Riverfront Renaissance Plan Administrative expenses Yes No Funds to pay for downtown lighting project Roads, Bridges & Utilities Yes No Funds to pay services to Main Street Waterloo Administrative expenses Yes No Contract for downtown development services Administrative expenses Yes No 2004 Downtown Redevelopment Consultant Description: Classification: Physically Complete: Payments Complete: 2004 Downtown Lighting Funds to pay for downtown redevelopment consultant Roads, Bridges & Utilities Yes No Page 148 of 865 Description: Funds to pay for downtown lighting project Classification: Roads, Bridges & Utilities Physically Complete: Yes Payments Complete: No 2005 Downtown Acquisitions Description: Acquire property for Expo site Classification: Acquisition of property Physically Complete: Yes Payments Complete: No 2006 Downtown Acquisitions Description: Acquire property for Expo site Classification: Acquisition of property Physically Complete: Yes Payments Complete: No 2004 Downtown Acquisitions Description: Acquire property for Expo site Classification: Acquisition of property Physically Complete: Yes Payments Complete: No 2007 Downtown Pump Stations Description: Funds to pay for pump station project Classification: Water treatment plants, waste treatment plants & lagoons Physically Complete: Yes Payments Complete: No 2007 Downtown Parking Ramps Description: Funds to pay for parking ramp repairs Classification: Municipal and other publicly -owned or leased buildings Physically Complete: Yes Payments Complete: No 2007 Downtown Property Acquisitions Description: Acquire property for Expo site Classification: Acquisition of property Physically Complete: Yes Payments Complete: No 2007 Downtown Property Acquisitions Description: Acquire property for Expo site Classification: Acquisition of property Physically Complete: Yes Payments Complete: No 2007 Downtown Development Consultant Description: Funds to pay for downtown development consultant Classification: Administrative expenses Physically Complete: Yes Payments Complete: No 2008 Downtown Development Consultant Description: Funds to pay for downtown development consultant Page 149 of 865 Classification: Physically Complete: Payments Complete: Administrative expenses Yes No 2008 Downtown Property Acquisitions Description: Classification: Physically Complete: Payments Complete: 2008 Public Market Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown property acquisitions Acquisition of property Yes No Funds to pay for new Public Market Building Municipal and other publicly -owned or leased buildings Yes No 2008 Downtown Parking Ramps Description: Classification: Physically Complete: Payments Complete: Funds to pay for parking ramp repairs Municipal and other publicly -owned or leased buildings Yes No 2009 Downtown Parking Ramps Description: Classification: Physically Complete: Payments Complete: Funds to pay for parking ramp repairs Municipal and other publicly -owned or leased buildings Yes No 2009 Downtown Property Acquisitions Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown property acquisitions Acquisition of property Yes No 2009 Downtown Property Acquisitions Description: Classification: Physically Complete: Payments Complete: Acquisition of properties for new SportsPlex Acquisition of property Yes No 2009 Downtown Development Consultant Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development consultant Administrative expenses Yes No 2010 Downtown Development Consultant Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development consultant Administrative expenses Yes No 2010 Downtown Property Acquisitions Description: Classification: Acquisition of properties for new SportsPlex Acquisition of property Page 150 of 865 Physically Complete: Payments Complete: Grand Hotel Acquisition Description: Classification: Physically Complete: Payments Complete: Grand Hotel Demolition Description: Classification: Physically Complete: Payments Complete: Yes No Grand Hotel Property Acquisition Acquisition of property Yes No Grand Hotel Demolition Administrative expenses Yes No Chuck Orr Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Chuck Orr for redevelopment Commercial - retail Yes No Pioneer Graphics Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Pioneer Graphics for expansion Commercial - warehouses and distribution facilities Yes No Courier Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Courier for expansion Commercial - warehouses and distribution facilities Yes Yes NCN Limited Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to NCN Limited for property redevelopment Commercial - apartment/condos (residential use, classified commercial) Yes No Community National Bank Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Community National Bank for expansion Commercial - office properties Yes No Gaymond Schultz Phase I Developent Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Gaymond Schultz for new construction Commercial - apartment/condos (residential use, classified commercial) Yes No 2011 Downtown Development Consultant Description: Funds to pay for downtown development consultant Page 151 of 865 Classification: Physically Complete: Payments Complete: Administrative expenses Yes No 2012 Downtown Development Consultant Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development consultant Administrative expenses Yes No 2012 Downtown Acquisitions Description: Classification: Physically Complete: Payments Complete: Acquisition of properties for new SportsPlex Acquisition of property No No 2013 Downtown Acquisitions Description: Classification: Physically Complete: Payments Complete: Acquisition of properties for new SportsPlex Acquisition of property No No 2013 Downtown Development Consultant Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development consultant Administrative expenses Yes No Expo Site Property Acquisition Description: Classification: Physically Complete: Payments Complete: Funds to pay for Acquisition of Courier property for Expo Site Acquisition of property Yes No Expo Site Property Acquisition Description: Classification: Physically Complete: Payments Complete: Funds to pay for Acquisition of Courier property for Expo Site Acquisition of property Yes No 2004 Downtown Acquisitions Description: Classification: Physically Complete: Payments Complete: 2014 Tech Works Project Description: Classification: Physically Complete: Payments Complete: Acquire Property for Expo Site Acquisition of property Yes No Funds for Tech Works Project Commercial - office properties No No 2014 Downtown Acquisitions Page 152 of 865 Description: Classification: Physically Complete: Payments Complete: Acquisition of properties for entertainment area parking lot Acquisition of property No No 2014 Downtown Development Consultant Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development consultant Administrative expenses No No HQAA-JSA Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to HQAA-JSA for redevelopment Commercial - office properties Yes No Court Square Building Co Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Court Square Building Co for redevelopment Commercial - office properties No No Fischels Holdings, LLC Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Fischels Holdings for redevelopement Commercial - office properties No No 2015 Downtown Development Plan Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown development plan Administrative expenses Yes No 2015 Downtown Acquisitions Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: JSA Multiple Parcels Description: Classification: Physically Complete: Payments Complete: Funds to pay for downtown acquisitions Acquisition of property No No Payments for administrative expenses Administrative expenses Yes Yes Payment to JSA for multiple parcel development agreement Commercial - apartment/condos (residential use, classified commercial) Yes No Gaymond Schultz Phase II Development Agreement Page 153 of 865 Description: Classification: Physically Complete: Payments Complete: Payment to Gaymond Schultz Phase II downtown apartment project Commercial - apartment/condos (residential use, classified commercial) No No Gaymond Schultz Phase III Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Gaymond Schultz for Phase III downtown apartment project Commercial - apartment/condos (residential use, classified commercial) No No Court Square Bdlg Company Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Court Square Bldg Co for Court Square Bldg project Commercial - retail Yes No Fischels Holdings Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Fischels Holdings for new commercial building Industrial/manufacturing property Yes No Hotel President Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Hotel President LLC for redevelopment of building Commercial - apartment/condos (residential use, classified commercial) Yes No Grand Crossing LLC Development Agreement (Phase I) Description: Classification: Physically Complete: Payments Complete: Waterloo Industries Description: Classification: Physically Complete: Payments Complete: Singlespeed Contract Description: Classification: Physically Complete: Payments Complete: Windows on Waterloo Payment to Grand Crossing LLC for new commercial/residential building Commercial - apartment/condos (residential use, classified commercial) No No Waterloo Industries redevelopment project Commercial - office properties Yes Yes Grant for Singlespeed Project Commercial - retail Yes No Page 154 of 865 Description: Classification: Physically Complete: Payments Complete: Techworks IRD Bond Description: Classification: Physically Complete: Payments Complete: Bread to Beer Contract Description: Classification: Physically Complete: Payments Complete: JSA multiple parcels Description: Classification: Physically Complete: Payments Complete: Twin Trees LLC Description: Classification: Physically Complete: Payments Complete: CV Real Estate Description: Classification: Physically Complete: Payments Complete: Arts Mall Properties Description: Classification: Physically Complete: Payments Complete: Park Ave Lofts Description: Classification: Physically Complete: Payments Complete: Ramada Redevelopment Description: Classification: Windows on Waterloo Roads, Bridges & Utilities Yes Yes Techworks IRD Bond Commercial - office properties No No Grant for Singlespeed project Commercial - retail Yes Yes Payment for redevelopment of multiple commercial/residential properties Commercial - apartment/condos (residential use, classified commercial) Yes No Payment for redevelopment of 402-404 E 4th Commercial - apartment/condos (residential use, classified commercial) Yes No Payment for Redevelopment of 300 Commercial St Commercial - apartment/condos (residential use, classified commercial) Yes No Payment for Upper Plaza Development Commercial - apartment/condos (residential use, classified commercial) No No Payment for Redevelopment of Masonic Temple Commercial - apartment/condos (residential use, classified commercial) Yes No Payment for Ramada Redevelopment Commercial - hotels and conference centers Page 155 of 865 Physically Complete: Payments Complete: Makenda Hotel (Ramada) Description: Classification: Physically Complete: Payments Complete: 3 Stooges Description: Classification: Physically Complete: Payments Complete: QOZ 6Comm Properties Description: Classification: Physically Complete: Payments Complete: Lincoln Savings Bank Description: Classification: Physically Complete: Payments Complete: No No Grant for Ramada Hotel Reconstrcution Commercial - hotels and conference centers No No Payment for Commercial Street project Commercial - warehouses and distribution facilities Yes No Payment for development of former flea market site Commercial - apartment/condos (residential use, classified commercial) No No Payment for Remodel of Tech 1 Building Commercial - office properties No No 2019D Refunded 2011B Bonds Description: Classification: Physically Complete: Payments Complete: Refinanced Bonds for downtown project Commercial - office properties Yes No 2020B GO Bonds (Techworks platting) Description: Classification: Physically Complete: Payments Complete: Funding for the platting of the Techworks Property Commercial - office properties No No 2020A GO Bonds (Development Plan ) Description: Classification: Physically Complete: Payments Complete: Funding to pay for the 2020 Development plan Commercial - office properties No No 2012C GO Bond Refinancied with 2020B Description: Classification: Physically Complete: Payments Complete: Lincoln Savings Bank Grant Description: Classification: Funding refinanced 2012C bond in 2020B Commercial - office properties No No Funding for Lincoln Savings Bank ED Grant Commercial - office properties Page 156 of 865 Physically Complete: No Payments Complete: No Makenda Grant (Best Western) Description: Classification: Physically Complete: Payments Complete: Funding for Makenda (Best Western) ED Grant Commercial - hotels and conference centers No Yes GROW Cedar Valley Contract Description: Classification: Physically Complete: Payments Complete: 2025 Demo Funds Description: Classification: Physically Complete: Payments Complete: Grand Crossing Phase II Description: Classification: Physically Complete: Payments Complete: River Lighting Design Description: Classification: Physically Complete: Payments Complete: Marina Construction Description: Classification: Physically Complete: Payments Complete: Funding for contract with GROW Cedar Valley Administrative expenses No No Funding for Downtown Demo projects Administrative expenses Yes No Funding for rebates for Grand Crossing Phase II Commercial - apartment/condos (residential use, classified commercial) Yes No Funding for River lighting project Recreational facilities (lake development, parks, ball fields, trails) No No Marina Construction Recreational facilities (lake development, parks, ball fields, trails) No No Waterloo Play House Relocation Description: Classification: Physically Complete: Payments Complete: WhiteWater Course Description: Classification: Physically Complete: Payments Complete: Funding to study the relocation of the Waterloo Playhouse Commercial - office properties No No Funding for design of whitewater course and grant applications Recreational facilities (lake development, parks, ball fields, trails) No No Page 157 of 865 Jefferson Street Landscape Description: Classification: Physically Complete: Payments Complete: Funding for Jefferson Streetscape project Roads, Bridges & Utilities No No Center for the Arts Parking Lot Description: Classification: Physically Complete: Payments Complete: Hardcourt Facility Description: Classification: Physically Complete: Payments Complete: Funding for the reconstruction of the Center for the Arts parking lot Roads, Bridges & Utilities No No Hardcourt Facility Expenses Commercial - retail No No Park Avenue Bridge Reconstruction Description: Classification: Physically Complete: Payments Complete: Salaries Description: Classification: Physically Complete: Payments Complete: Property Closings FY25 Description: Classification: Physically Complete: Payments Complete: Park Avenue Bridge Reconstruction Roads, Bridges & Utilities No No Payments for staff salaries Administrative expenses No No Property Closings FY25 - not including recording and abstract costs Acquisition of property No No Property Closing 1103 Commercial St FY24 Description: Classification: Physically Complete: Payments Complete: Acq of 1103 Commercial St Acquisition of property No No Property Closing 200 E Mullan Ave FY24 Description: Classification: Physically Complete: Payments Complete: Acq of 200 E Mullan Ave Acquisition of property No No Property Taxes FY24 - 327 W 3rd St Description: Classification: Physically Complete: Payments Complete: Property Tax Payment Municipal and other publicly -owned or leased buildings No No Page 158 of 865 Running Hawk ED Grant FY 24 Description: Classification: Physically Complete: Payments Complete: ED Grant 319 E. 4th St Mixed use property (ie: a significant portion is residential and significant portion is commercial) No No HR Green Env Surveys FY24 Description: Classification: Physically Complete: Payments Complete: JSA ED Grant Description: Classification: Physically Complete: Payments Complete: Elizabeth Black LLC Description: Classification: Physically Complete: Payments Complete: Public Market Reno Description: Classification: Physically Complete: Payments Complete: New City Hall Move Description: Classification: Physically Complete: Payments Complete: Eocene Environmental Description: Classification: Physically Complete: Payments Complete: Environmental Surveys - Downtown Properties Municipal and other publicly -owned or leased buildings No No Grant for 716-718 Commercial St Mixed use property (ie: a significant portion is residential and significant portion is commercial) No No 2003 Westfield Ave Industrial/manufacturing property Yes No Payments for Public Market Reno Municipal and other publicly -owned or leased buildings Yes Yes Payments for New City Hall Move Municipal and other publicly -owned or leased buildings No No Payments to Eocene Environmental Administrative expenses No No All Star Environmental - Asbestos Removal Description: Classification: Physically Complete: Payments Complete: Payments to All Star Environmental for Asbestos Removal Municipal and other publicly -owned or leased buildings No No 4th/5th/6th Traffic Conversion Description: Classification: Physically Complete: Payments Complete: Payments for 4th/5th/6th Traffic Conversion Roads, Bridges & Utilities No No Page 159 of 865 2021A GO Bonds New Money Description: 2021 GO Bonds New Money Classification: Administrative expenses Physically Complete: No Payments Complete: No Page 160 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Debts/Obligations For WATERLOO URBAN RENEWAL Gaymond Schultz Rebate - All phases Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Rebates 64,749 0 64,749 Yes 01/30/2012 2025 Fischels Holdings, LLC Rebate Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Main Street Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Administrative Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Grand Crossing Phase I &II Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Hotel President Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Rebates 4,144 0 4,144 Yes 11/05/2012 2025 Internal Loans 462,000 0 462,000 Yes 06/21/2021 2023 Internal Loans 33,710 0 33,710 Yes 06/21/2021 2023 Rebates 1,600,935 0 1,600,935 Yes 12/19/2016 2039 Rebates 26,580 0 26,580 Yes 09/22/2014 2027 Page 161 of 865 JSA Multi Parcels Debt/Obligation Type: Rebates Principal: 274,290 Interest: 0 Total: 274,290 Annual Appropriation?: Yes Date Incurred: 12/19/2011 FY of Last Payment: 2021 Twin Trees Debt/Obligation Type: Rebates Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 06/24/2018 FY of Last Payment: 2025 Bread to Beer Rebates Debt/Obligation Type: Rebates Principal: 936,144 Interest: 0 Total: 936,144 Annual Appropriation?: Yes Date Incurred: 09/08/2015 FY of Last Payment: 2032 3 Stooges Rebates Debt/Obligation Type: Rebates Principal: 9,735 Interest: 0 Total: 9,735 Annual Appropriation?: Yes Date Incurred: 03/21/2016 FY of Last Payment: 2027 Downtown Acq Fund 411 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 140,000 Interest: 9,590 Total: 149,590 Annual Appropriation?: No Date Incurred: 05/23/2011 FY of Last Payment: 2026 Downtown Demo Fund 411 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 140,000 Interest: 9,590 Total: 149,590 Annual Appropriation?: No Date Incurred: 05/23/2011 FY of Last Payment: 2026 Downtown Development Plan Fund 411 Taxable Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 140,000 Interest: 9,590 Page 162 of 865 Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 149,590 No 05/23/2011 2026 Techworks Fund 414 Taxable Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Downtown Acq Fund 414 Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gen. Obligation Bonds/Notes 1,640,000 195,611 1,835,611 No 05/12/2014 2029 Gen. Obligation Bonds/Notes 190,000 23,368 213,368 No 05/12/2014 2025 Fund 415 Downtown Development Plan Exempt Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Fund 415 Downtown Acq Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 2016 GO Bond Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 2016 Go Bond Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gen. Obligation Bonds/Notes 10,000 300 10,300 No 06/09/2015 2025 Gen. Obligation Bonds/Notes 20,000 630 20,630 No 06/09/2015 2025 Gen. Obligation Bonds/Notes 20,000 600 20,600 No 05/23/2016 2026 Gen. Obligation Bonds/Notes 50,000 1,800 51,800 No 05/23/2016 2026 Page 163 of 865 2016 Go Bond Techworks Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 6,285,000 Interest: 1,345,605 Total: 7,630,605 Annual Appropriation?: No Date Incurred: 05/23/2016 FY of Last Payment: 2036 2017A GO Bond Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 40,000 Interest: 5,400 Total: 45,400 Annual Appropriation?: No Date Incurred: 06/01/2017 FY of Last Payment: 2032 2017C GO Bond IRD Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 5,610,000 Interest: 1,192,380 Total: 6,802,380 Annual Appropriation?: No Date Incurred: 06/01/2017 FY of Last Payment: 2036 Arts Mall Properties Rebates Debt/Obligation Type: Rebates Principal: 1,276,876 Interest: 0 Total: 1,276,876 Annual Appropriation?: Yes Date Incurred: 12/19/2016 FY of Last Payment: 2041 Park Ave Lofts Rebates Debt/Obligation Type: Rebates Principal: 243,312 Interest: 0 Total: 243,312 Annual Appropriation?: Yes Date Incurred: 06/08/2015 FY of Last Payment: 2031 2018A GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 40,000 Interest: 3,000 Total: 43,000 Annual Appropriation?: No Date Incurred: 04/09/2018 FY of Last Payment: 2028 2019A GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 50,000 Interest: 4,500 Page 164 of 865 Total: 54,500 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2029 2019B GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 290,000 Interest: 24,870 Total: 314,870 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2029 2019D Refunded 2011B Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 300,000 Interest: 8,953 Total: 308,953 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2026 2020B GO Bond Techworks Platting Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 23,000 Interest: 1,782 Total: 24,782 Annual Appropriation?: No Date Incurred: 05/18/2020 FY of Last Payment: 2032 2020AGO Bond Development Plan Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 60,000 Interest: 6,900 Total: 66,900 Annual Appropriation?: No Date Incurred: 05/18/2020 FY of Last Payment: 2033 Downtown Acq Fund 411 REFUNDED with 2019D Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 140,000 Interest: 9,590 Total: 149,590 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2026 Downtown Demo Fund 411 Refunded with 2019D Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 140,000 Interest: 9,590 Total: 149,590 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2026 Page 165 of 865 Downtown Development Plan REFUNDED with 2019D Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 20,000 Interest: 1,200 Total: 21,200 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2026 QOZ 6 Comm Rebates Debt/Obligation Type: Rebates Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 09/08/2015 FY of Last Payment: 2043 Lincoln Savings Bank Rebates Debt/Obligation Type: Rebates Principal: 3,546,904 Interest: 0 Total: 3,546,904 Annual Appropriation?: Yes Date Incurred: 10/07/2019 FY of Last Payment: 2043 Makenda LLC (Best Western) Debt/Obligation Type: Rebates Principal: 4,180,060 Interest: 0 Total: 4,180,060 Annual Appropriation?: Yes Date Incurred: 10/14/2019 FY of Last Payment: 2042 Elizabeth Blake Debt/Obligation Type: Rebates Principal: 12,530 Interest: 0 Total: 12,530 Annual Appropriation?: Yes Date Incurred: 02/05/2021 FY of Last Payment: 2028 Lincoln Saving Bank Grant Debt/Obligation Type: Other Debt Principal: 2,600,000 Interest: 0 Total: 2,600,000 Annual Appropriation?: Yes Date Incurred: 10/07/2019 FY of Last Payment: 2036 Downtown Development Plan Fund 413- REFUNDED 2021A Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 65,000 Interest: 5,500 Page 166 of 865 Total: 70,500 Annual Appropriation?: No Date Incurred: 06/08/2023 FY of Last Payment: 2025 Cedar Valley Real Estate Debt/Obligation Type: Rebates Principal: 301,918 Interest: 0 Total: 301,918 Annual Appropriation?: Yes Date Incurred: 02/20/2021 FY of Last Payment: 2037 Hardcourt Facility Site Cleanup Debt/Obligation Type: Other Debt Principal: 1,938,037 Interest: 0 Total: 1,93 8,037 Annual Appropriation?: Yes Date Incurred: 09/05/2023 FY of Last Payment: 2025 Park Avenue Bridge Reconstruction Debt/Obligation Type: Other Debt Principal: 340,000 Interest: 0 Total: 340,000 Annual Appropriation?: Yes Date Incurred: 11/01/2021 FY of Last Payment: 2025 Property Closing Costs Debt/Obligation Type: Other Debt Principal: 8,002 Interest: 0 Total: 8,002 Annual Appropriation?: Yes Date Incurred: 09/19/2024 FY of Last Payment: 2025 Property Closing - LSB Debt/Obligation Type: Other Debt Principal: 21,902 Interest: 0 Total: 21,902 Annual Appropriation?: Yes Date Incurred: 04/15/2024 FY of Last Payment: 2025 Property Closing - Techworks Debt/Obligation Type: Other Debt Principal: 21,902 Interest: 0 Total: 21,902 Annual Appropriation?: Yes Date Incurred: 12/11/2023 FY of Last Payment: 2025 Page 167 of 865 HR Green Env Surveys Debt/Obligation Type: Other Debt Principal: 5,100 Interest: 0 Total: 5,100 Annual Appropriation?: Yes Date Incurred: 07/16/2018 FY of Last Payment: 2025 Martin Flats Rebates Debt/Obligation Type: Rebates Principal: 169,260 Interest: 0 Total: 169,260 Annual Appropriation?: Yes Date Incurred: 11/20/2023 FY of Last Payment: 2041 FDP CD LLC Debt/Obligation Type: Rebates Principal: 2,383,920 Interest: 0 Total: 2,383,920 Annual Appropriation?: Yes Date Incurred: 12/02/2024 FY of Last Payment: 2043 FDP OC LLC Debt/Obligation Type: Rebates Principal: 366,310 Interest: 0 Total: 366,310 Annual Appropriation?: Yes Date Incurred: 08/05/2024 FY of Last Payment: 2043 2025A GO Bonds New Money Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 3,560,000 Interest: 1,689,484 Total: 5,249,484 Annual Appropriation?: No Date Incurred: 06/16/2025 FY of Last Payment: 2044 2025B GO Bonds New Money Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 6,590,000 Interest: 3,991,922 Total: 10,581,922 Annual Appropriation?: No Date Incurred: 06/16/2025 FY of Last Payment: 2044 GROW CV Contract Debt/Obligation Type: Internal Loans Principal: 750 Interest: 0 Page 168 of 865 Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Vandewalle Contract Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Bread to Beer ED Grant Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Cedar River Marina Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Hard Court Facility DA Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: New City Hall Move Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Public Market Reno Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 750 Yes 06/16/2025 2025 Internal Loans 76,296 0 76,296 Yes 06/16/2025 2025 Other Debt 750,000 0 750,000 Yes 10/06/2025 2026 Other Debt 7,995 0 7,995 Yes 09/16/2024 2025 Other Debt 4,000,000 0 4,000,000 Yes 09/05/2023 2027 Other Debt 55,160 0 55,160 Yes 01/06/2025 2025 Other Debt 7,926 0 7,926 Yes 07/01/2024 2025 Page 169 of 865 Eocene Environmental Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Other Debt 3,800 0 3,800 Yes 02/17/2025 2025 All Star Environmental Asbestos Removal Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Property Demos Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 4th/5th/6th St Conversion Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Other Debt 24,983 0 24,983 Yes 07/01/2024 2025 Internal Loans 225,776 0 225,776 Yes 06/16/2025 2026 Other Debt 40,799 0 40,799 Yes 07/07/2025 2025 2021A GO Bond New Money Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Black's Building DA Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gen. Obligation Bonds/Notes 65,000 5,500 70,500 No 06/15/2020 2031 Other Debt 21,337,078 0 21,337,078 Yes 11/03/2025 2036 Page 170 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Non -Rebates For WATERLOO URBAN RENEWAL TIF Expenditure Amount: 76,370 Tied To Debt: Downtown Acq Fund 411 Tied To Project: 2011 Downtown Development Consultant TIF Expenditure Amount: Tied To Debt: Tied To Project: 76,370 Downtown Acq Fund 411 REFUNDED with 2019D 2011 Downtown Development Consultant TIF Expenditure Amount: 76,370 Tied To Debt: Downtown Demo Fund 411 Tied To Project: 2011 Downtown Development Consultant TIF Expenditure Amount: Tied To Debt: Tied To Project: 76,370 Downtown Demo Fund 411 Refunded with 2019D 2011 Downtown Development Consultant TIF Expenditure Amount: 356,654 Tied To Debt: Techworks Fund 414 Taxable Tied To Project: 2014 Tech Works Project TIF Expenditure Amount: 37,170 Tied To Debt: Downtown Acq Fund 414 Tied To Project: Downtown Riverfront Plan TIF Expenditure Amount: Tied To Debt: Tied To Project: 10,300 Fund 415 Downtown Development Plan Exempt 2007 Downtown Pump Stations TIF Expenditure Amount: 20,630 Tied To Debt: Fund 415 Downtown Acq Tied To Project: 2007 Downtown Parking Ramps TIF Expenditure Amount: 10,400 Tied To Debt: 2016 GO Bond Tied To Project: Downtown Riverfront Plan TIF Expenditure Amount: 26,188 Tied To Debt: 2016 Go Bond Tied To Project: Downtown Riverfront Plan TIF Expenditure Amount: 602,135 Tied To Debt: 2016 Go Bond Techworks Tied To Project: Downtown Riverfront Plan TIF Expenditure Amount: 6,200 Tied To Debt: 2017A GO Bond Tied To Project: Lincoln Savings Bank TIF Expenditure Amount: Tied To Debt: Tied To Project: 11,200 2018A GO Bonds Vandewalle Contract TIF Expenditure Amount: 11,500 Tied To Debt: 2019A GO Bonds Page 171 of 865 Tied To Project: CV Real Estate TIF Expenditure Amount: 62,960 Tied To Debt: 2019B GO Bonds Tied To Project: Makenda Hotel (Ramada) TIF Expenditure Amount: 6,200 Tied To Debt: 2020AGO Bond Development Plan Tied To Project: 2020A GO Bonds (Development Plan ) TIF Expenditure Amount: 2,358 Tied To Debt: 2020B GO Bond Techworks Platting Tied To Project: 2020B GO Bonds (Techworks platting) TIF Expenditure Amount: 66,000 Tied To Debt: Main Street Tied To Project: Main Street Contract TIF Expenditure Amount: 569,406 Tied To Debt: 2017C GO Bond IRD Tied To Project: Techworks IRD Bond TIF Expenditure Amount: 10,800 Tied To Debt: Downtown Development Plan Fund 411 Taxable Tied To Project: 2011 Downtown Development Consultant TIF Expenditure Amount: 33,710 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 79,950 Tied To Debt: Cedar River Marina Tied To Project: Marina Construction TIF Expenditure Amount: 400,000 Tied To Debt: Lincoln Saving Bank Grant Tied To Project: Lincoln Savings Bank Grant TIF Expenditure Amount: 155,953 Tied To Debt: 2019D Refunded 2011B Tied To Project: 2019D Refunded 2011B Bonds TIF Expenditure Amount: 5,100 Tied To Debt: HR Green Env Surveys Tied To Project: HR Green Env Surveys FY24 TIF Expenditure Amount: 140,445 Tied To Debt: Hardcourt Facility Site Cleanup Tied To Project: Hardcourt Facility TIF Expenditure Amount: 2,000,000 Tied To Debt: Hard Court Facility DA Tied To Project: Hardcourt Facility TIF Expenditure Amount: 750 Tied To Debt: GROW CV Contract Tied To Project: GROW Cedar Valley Contract TIF Expenditure Amount: 8,002 Tied To Debt: Property Closing Costs Tied To Project: Property Closings FY25 Page 172 of 865 TIF Expenditure Amount: 76,296 Tied To Debt: Vandewalle Contract Tied To Project: Vandewalle Contract TIF Expenditure Amount: 21,902 Tied To Debt: Property Closing - LSB Tied To Project: Lincoln Savings Bank TIF Expenditure Amount: 21,902 Tied To Debt: Property Closing - Techworks Tied To Project: Hardcourt Facility TIF Expenditure Amount: 7,926 Tied To Debt: Public Market Reno Tied To Project: Public Market Reno TIF Expenditure Amount: 55,160 Tied To Debt: New City Hall Move Tied To Project: New City Hall Move TIF Expenditure Amount: 3,800 Tied To Debt: Eocene Environmental Tied To Project: Eocene Environmental TIF Expenditure Amount: Tied To Debt: Tied To Project: 24,983 All Star Environmental Asbestos Removal All Star Environmental - Asbestos Removal TIF Expenditure Amount: 211,526 Tied To Debt: Property Demos Tied To Project: 2025 Demo Funds TIF Expenditure Amount: 40,799 Tied To Debt: 4th/5th/6th St Conversion Tied To Project: 4th/5th/6th Traffic Conversion TIF Expenditure Amount: Tied To Debt: Tied To Project: 10,800 Downtown Acq Fund 411 REFUNDED with 2019D 2011 Downtown Development Consultant TIF Expenditure Amount: 6,300 Tied To Debt: 2021A GO Bond New Money Tied To Project: 2021A GO Bonds New Money Page 173 of 865 1 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Rebates For WATERLOO URBAN RENEWAL 820 Sycamore Phase - All Phases TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1118 Jefferson TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Downtown Waterloo TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 500 Sycamore TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 402-404 E 4th Street TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 45 W Jefferson Phase I TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1116-1118 Commercial St TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: 64,749 Gaymond Schultz Gaymond Schultz Rebate - All phases Gaymond Schultz Phase III Development Agreement 2025 4,144 Fischels Holdings, LLC Fischels Holdings, LLC Rebate Fischels Holdings Development Agreement 2025 14,702 JSA Development, LLC JSA Multi Parcels JSA Multiple Parcels 2024 11,994 Hotel President Hotel President Hotel President Development Agreement 2027 0 Twin Trees LLC Twin Trees Twin Trees LLC 2025 155,791 Grand Crossing Phase I Grand Crossing Phase I &II Grand Crossing LLC Development Agreement (Phase I) 2038 2,127 3 Stooges 3 Stooges Rebates 3 Stooges Page 174 of 865 Projected Final FY of Rebate: 2028 325 Commercial Street TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 335 Cedar St TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 325 E Park Ave TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 300 Commercial TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 205 W 4th st TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2003 Westfield Ave TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 116,858 Bread to Beer Bread to Beer Rebates Bread to Beer Contract 2033 111,412 Arts Mall Arts Mall Properties Rebates Arts Mall Properties 2043 0 Park Avenue Lofts Park Ave Lofts Rebates Park Ave Lofts 2031 15,838 CV Realestate Cedar Valley Real Estate Grand Crossing Phase II 2038 251,462 Makenda Makenda LLC (Best Western) Makenda Hotel (Ramada) 2042 0 Elizabeth Blake LLC Elizabeth Blake Elizabeth Black LLC 2028 Page 175 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO URBAN RENEWAL (07008) WATERLOO CITY/WATERLOO SCH/WATERLOO RIVERFRONT UR TIF INCR 070220 2000 0 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total 0 48,987,845 137,612,615 21,151,830 0 -4,000 207,722,290 0 207,722,290 0 22,702,352 112,934,711 18,734,462 0 -4,000 154,341,525 0 154,341,525 Assessed Taxable Homestead Credits Slum Blighted Economic Development UR Designation 08/2001 08/2001 No Frozen Base Value Fiscal Year 2025 46,372,300 Max Increment Value 154,341,525 FY 2025 TIF Revenue Received: 3,857,195 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: INCR TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? TIF Taxing District Value by Class Agricultural 0 0 Assessed Taxable Homestead Credits Increment Used Increment Not Used 117,530,529 36,810,996 Increment Revenue Not Used 1,370,970 WATERLOO (07G054) WATERLOO URBAN RENEWAL (07008) WATERLOO CITY/WATERLOO SCH/WATERLOO RIVERFRONT GROUT AMD 070262 2003 2007 No - 1/1/2023 for FY 2025 Residential Commercial 0 727,050 0 588,859 Frozen Base Value Max Increment Value Fiscal Year 2025 606,640 FY 2025 TIF Revenue Received: 0 120,410 28 Slum Blighted Economic Development UR Designation 04/2003 04/2003 No Industrial Other Military 0 0 0 0 0 0 Total Gas/Electric Utility Total 727,050 588,859 0 0 588,859 0 Increment Used Increment Not Used Increment Revenue Not Used 0 120,410 4,484 Page 176 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO URBAN RENEWAL (07008) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH WATERLOO RIVERFRONT TIF AMD2 INCR TIF Taxing District Inc. Number: 070302 TIF Taxing District Base Year: 2010 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum 12/2011 Blighted 12/2011 Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Assessed 0 0 4,868,890 10,415,700 0 0 15,284,590 0 Taxable 0 0 3,812,399 9,116,129 0 0 12,928,528 0 Homestead Credits Total Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 8,714,430 6,570,160 5,003,171 1,566,989 58,360 FY 2025 TIF Revenue Received: 0 Page 177 of 865 ban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: UR Area Creation Date: UR Area Purpose: WATERLOO (07G054) WATERLOO RATH AREA URBAN RENEWAL 07009 11/1990 The plan is intended to strengthen the economy, promote residential, commercial and industrial development and redevelopment, and eliminate blighted areas. Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH/WATERLOO RATH UR TIF INCR WATERLOO CITY/WATERLOO SCH/WATERLOO RATH AMD 1 INCR WATERLOO CITY/WATERLOO SCH/WATERLOO RATH AMD2 INCR WATERLOO CITY AG/WATERLOO SCH/WATERLOO RATH AMD2 INCR WATERLOO CITY/WATERLOO SCH/RATH UR TIF AMD3 INCRE Urban Renewal Area Value by Class - Agricultural Residential Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: 23,820 46,450,743 17,111 21,526,588 TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: 1/1/2023 for FY 2025 Commercial Industrial Other Military 65,581,937 2,911,790 0-149,423 48,895,728 1,945,939 0-149,423 872,416 1,861,593 0 145 0 1,861,738 572,396 1,144,130 0 1,716,526 Total 114,487,367 71,904,443 Base Increment No. No. 070151 070247 070347 070349 070436 070152 070248 070348 070350 070437 Increment Value Used 25,221,591 21,992,690 2,772,280 6,500 1,304,040 Gas/Electric Utility Total 0 0 114,487,367 71,904,443 793 Amount of 07-01-2024 Cash Balance 0 Restricted for LMI TIF Sp. Rev. Fund Cash Balance as of 06-30-2025: 1,017,628 0 Amount of 06-30-2025 Cash Balance Restricted for LMI Page 178 of 865 rban Renewal Report, Fiscal Year 2024 - 202 Projects For WATERLOO RATH AREA URBAN RENEWAL Rath Vertical Kill Building Demolition Description: Classification: Physically Complete: Payments Complete: Shull Property Acquisitions Description: Classification: Physically Complete: Payments Complete: Rath Acquisitions Description: Classification: Physically Complete: Payments Complete: Rath Acquisitions Description: Classification: Physically Complete: Payments Complete: Rath Acquisitions Description: Classification: Physically Complete: Payments Complete: Rath Acquistions Description: Classification: Physically Complete: Payments Complete: Rath Demolitions Description: Classification: Physically Complete: Payments Complete: BCRLF Description: Classification: Physically Complete: Payments Complete: Demolition of Rath vertical kill building Administrative expenses Yes No Acquisition of Shull properties for redevelopment Acquisition of property Yes No Acquire several properties around former Rath Packing Co for redevelopment Acquisition of property Yes No Acquire several properties around former Rath Packing Co for redevelopment Acquisition of property Yes No Acquire several properties around former Rath Packing Co for redevelopment Acquisition of property Yes No Acquire Rath Cooper and Maintenance Buildings Acquisition of property Yes No Demolition of Rath Cooper and Maintenance Buildings Administrative expenses Yes No CMC Brownfield redevelopment Industrial/manufacturing property Yes No Page 179 of 865 625 Glenwood St Acquisition Description: Classification: Physically Complete: Payments Complete: Acquire former CMC property Acquisition of property Yes No 1823 Black Hawk St Acquisition Description: Classification: Physically Complete: Payments Complete: 123 Stanley Ct Acquisition Description: Classification: Physically Complete: Payments Complete: Public Works Building Description: Classification: Physically Complete: Payments Complete: Acquire 1823 Black Hawk Street Acquisition of property Yes No Acquire 123 Stanley Court Acquisition of property Yes No Funds for construction of Public Works Building Municipal and other publicly -owned or leased buildings Yes Yes 106-116 E llth St Acquisition Description: Classification: Physically Complete: Payments Complete: Rath Description: Classification: Physically Complete: Payments Complete: Rath Acquisitions Description: Classification: Physically Complete: Payments Complete: Purhcase NE Iowa Food Bank Building Acquisition of property Yes Yes Rath Acquisition of property Yes No Acquire properties around former Rath Packing Co for redevelopment Acquisition of property Yes No Crystal Distribution Services, Inc Development Agreement Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Payments to Crystal Distribution Services, Inc. for expansion Commercial - warehouses and distribution facilities Yes No Administrative Expenses Administrative expenses Yes No Page 180 of 865 Bonds Reallocated to Martin Rd Description: Classification: Physically Complete: Payments Complete: Property Acquisitions Description: Classification: Physically Complete: Payments Complete: 325 W 13th St Acq FY20 Description: Classification: Physically Complete: Payments Complete: Rath Salaries Description: Classification: Physically Complete: Payments Complete: 1442/1620 Sycamore Acq Description: Classification: Physically Complete: Payments Complete: A&K Ventures Description: Classification: Physically Complete: Payments Complete: 2021B Bonds Refi 2013B Description: Classification: Physically Complete: Payments Complete: Bonds Reallocated to Martin Rd Commercial - office properties No No Property Acquisitions Acquisition of property No No Acquisition of 325 W 13th St Acquisition of property No No Rath Salaries Administrative expenses Yes Yes Acquisition of Rath Buildings from Crystal Industrial/manufacturing property No No Construction of building Industrial/manufacturing property Yes No Bond Refinance from 2013 to 2021 Industrial/manufacturing property No No llth Street Bridge Reconstruction Description: Classification: Physically Complete: Payments Complete: 54 Lane St Acq Description: Classification: Physically Complete: Payments Complete: llth Street Bridge Reconstruction Roads, Bridges & Utilities No No Acquire 54 Lane St - Alstadt Bakery Acquisition of property Yes No 1651 Sycamore St Acq Page 181 of 865 Description: Classification: Physically Complete: Payments Complete: Eocene ESA Phase 1 Description: Classification: Physically Complete: Payments Complete: Acquire 1651 Sycamore St - Rath Building Acquisition of property Yes Yes Phase 1 Environmental Site Assessment - 1651-1659 Sycamore St Industrial/manufacturing property Yes Yes Page 182 of 865 ban Renewal Report, Fiscal Year 2024 - 202 Debts/Obligations For WATERLOO RATH AREA URBAN RENEWAL Crystal Distribution Rebate Debt/Obligation Type: Rebates Principal: 2,021,815 Interest: 0 Total: 2,021,815 Annual Appropriation?: Yes Date Incurred: 08/14/2017 FY of Last Payment: 2034 Fund 413 Refinanced 2006 Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: No Date Incurred: 05/28/2013 FY of Last Payment: 2023 Rath area redevelopment Fund 414 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: No Date Incurred: 05/28/2013 FY of Last Payment: 2024 Fund 416- 2016 Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 50,000 Interest: 1,800 Total: 51,800 Annual Appropriation?: No Date Incurred: 05/23/2016 FY of Last Payment: 2026 Rath fund 415-Reallocated to Martin Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 25,000 Interest: 788 Total: 25,788 Annual Appropriation?: No Date Incurred: 05/21/2015 FY of Last Payment: 2025 Fund 417- G.O. Bonds 2017 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 230,000 Interest: 33,835 Total: 263,835 Annual Appropriation?: No Date Incurred: 06/01/2017 FY of Last Payment: 2032 Page 183 of 865 Taxable 2019B GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 55,000 Interest: 11,080 Total: 66,080 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2029 Rath Area Redevelopment Fund 413 REFUNDED 2021B Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: No Date Incurred: 06/07/2021 FY of Last Payment: 2023 Taxable GO Bonds Series 2013B Refinanced 2021B Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: No Date Incurred: 06/07/2021 FY of Last Payment: 2023 Taxable GO Bonds Series 2021B New Money Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 420,000 Interest: 43,230 Total: 463,230 Annual Appropriation?: No Date Incurred: 06/07/2021 FY of Last Payment: 2031 Administrative Expenses Debt/Obligation Type: Other Debt Principal: 6,140 Interest: 0 Total: 6,140 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2025 Rath Salaries Debt/Obligation Type: Other Debt Principal: 7,750 Interest: 0 Total: 7,750 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2025 A&K Investments Debt/Obligation Type: Rebates Principal: 10,469 Interest: 0 Page 184 of 865 Total: 10,469 Annual Appropriation?: Yes Date Incurred: 12/07/2020 FY of Last Payment: 2030 Asbestos Removal Debt/Obligation Type: Internal Loans Principal: 3,090 Interest: 0 Total: 3,090 Annual Appropriation?: Yes Date Incurred: 05/19/2022 FY of Last Payment: 2025 RathCleanup Expense Debt/Obligation Type: Internal Loans Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 08/21/2021 FY of Last Payment: 2023 llth Street Bridge Reconstruction Debt/Obligation Type: Internal Loans Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 05/03/2021 FY of Last Payment: 2025 54 Lane St Acq Debt/Obligation Type: Other Debt Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 07/09/2023 FY of Last Payment: 2025 1651 Sycamore St Acq Debt/Obligation Type: Other Debt Principal: 250,017 Interest: 0 Total: 250,017 Annual Appropriation?: Yes Date Incurred: 08/01/2024 FY of Last Payment: 2025 Eocene ESA Phase 1 Debt/Obligation Type: Other Debt Principal: 6,400 Interest: 0 Total: 6,400 Annual Appropriation?: Yes Date Incurred: 09/26/2024 FY of Last Payment: 2025 Page 185 of 865 Crystal ED Grant Debt/Obligation Type: Other Debt Principal: 2,237,883 Interest: 0 Total: 2,237,883 Annual Appropriation?: Yes Date Incurred: 08/14/2017 FY of Last Payment: 2031 Page 186 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Non -Rebates For WATERLOO RATH AREA URBAN RENEWAL TIF Expenditure Amount: 0 Tied To Debt: Fund 413 Refinanced 2006 Bonds Tied To Project: Rath Demolitions TIF Expenditure Amount: 0 Tied To Debt: Rath area redevelopment Fund 414 Tied To Project: Rath Acquistions TIF Expenditure Amount: 0 Tied To Debt: Rath area redevelopment Fund 414 Tied To Project: Rath Demolitions TIF Expenditure Amount: 51,800 Tied To Debt: Fund 416- 2016 Bonds Tied To Project: Rath Acquistions TIF Expenditure Amount: 0 Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: Taxable GO Bonds Series 2013B Refinanced 2021B Rath Demolitions 25,788 Rath fund 415-Reallocated to Martin Bonds Reallocated to Martin Rd TIF Expenditure Amount: 263,835 Tied To Debt: Fund 417- G.O. Bonds 2017 Tied To Project: Rath Acquisitions TIF Expenditure Amount: 66,080 Tied To Debt: Taxable 2019B GO Bonds Tied To Project: Property Acquisitions TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: 0 Taxable GO Bonds Series 2013B Refinanced 2021B Rath Acquisitions 463,230 Taxable GO Bonds Series 2021B New Money 2021B Bonds Refi 2013B TIF Expenditure Amount: 6,140 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 7,750 Tied To Debt: Rath Salaries Tied To Project: Rath Salaries TIF Expenditure Amount: 3,090 Tied To Debt: Asbestos Removal Tied To Project: Rath Vertical Kill Building Demolition TIF Expenditure Amount: 250,017 Tied To Debt: 1651 Sycamore St Acq Tied To Project: 1651 Sycamore St Acq Page 187 of 865 TIF Expenditure Amount: 6,400 Tied To Debt: Eocene ESA Phase 1 Tied To Project: Eocene ESA Phase 1 Page 188 of 865 rban Renewal Report, Fiscal Year 2024 - 20 Rebates For WATERLOO RATH AREA URBAN RENEWAL 1656 Sycamore St TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: A&K Ventures TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 570,917 Crystal Distribution Crystal Distribution Rebate Crystal Distribution Services, Inc Development Agreement 2034 1,479 A&K Ventures A&K Investments 1442/1620 Sycamore Acq 2030 Page 189 of 865 ban Renewal Report, Fiscal Year 2024 - 2021111 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO RATH AREA URBAN RENEWAL (07009) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO RATH UR TIF INCR TIF Taxing District Inc. Number: 070152 TIF Taxing District Base Year: 1989 FY TIF Revenue First Received: 1990 Subject to a Statutory end date? No UR Designation Slum 11/1990 Blighted 11/1990 Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 4,508,950 26,130,250 1,747,670 0-12,000 32,342,370 0I32,342,370 Taxable 0 2,089,571 21,935,211 1,241,309 0-12,000 25,221,591 0I 25,221,591 Homestead Credits 28 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 6,051,570 25,221,591 25,221,591 0 0 FY 2025 TIF Revenue Received: 1,861,593 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO RATH AREA URBAN RENEWAL (07009) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO RATH AMD 1 INCR TIF Taxing District Inc. Number: 070248 TIF Taxing District Base Year: 2003 FY TIF Revenue First Received: 2007 Subject to a Statutory end date? No UR Designation Slum 06/2004 Blighted 06/2004 Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 40,330,543 30,060,917 1,104,690 0-133,423 71,073,477 0 71,073,477 Taxable 0 18,690,319 19,507,765 671,054 0-133,423 38,446,465 0 38,446,465 Homestead Credits 255 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 49,503,460 21,703,440 21,992,690 -289,250 -10,773 FY 2025 TIF Revenue Received: 0 Page 190 of 865 ban Renewal Report, Fiscal Year 2024 - 202411 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: WATERLOO (07G054) WATERLOO RATH AREA URBAN RENEWAL (07009) WATERLOO CITY/WATERLOO SCH/WATERLOO RATH AMD2 INCR 070348 TIF Taxing District Base Year: 2008 FY TIF Revenue First Received: Subject to a Statutory end date? No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military 0 896,020 3,634,030 59,430 0 0 0 415,241 2,888,860 33,576 0 0 Assessed Taxable Homestead Credits Slum Blighted Economic Development Total 4,582,980 3,331,177 UR Designation No No No Gas/Electric Utility Total 0 4,582,980 0 3,331,177 5 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 2,765,780 2,772,280 -6,500 -242 Fiscal Year 2025 1,817,200 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO RATH AREA URBAN RENEWAL (07009) WATERLOO CITY AG/WATERLOO SCH/WATERLOO RATH AMD2 INCR 070350 2008 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 23,820 17,111 Frozen Base Value Fiscal Year 2025 17,320 FY 2025 TIF Revenue Received: 0 Slum Blighted Economic Development Commercial Industrial Other Military 0 0 0 0 0 0 0 0 0 0 Max Increment Value 6,500 Total 23,820 17,111 UR Designation No No No Gas/Electric Utility Total 0 I 23,820 0 17,111 Increment Used Increment Not Used Increment Revenue Not Used 6,500 0 0 0 Page 191 of 865 ban Renewal Report, Fiscal Year 2024 - 20 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO RATH AREA URBAN RENEWAL (07009) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/RATH UR TIF AMD3 INCRE TIF Taxing District Inc. Number: 070437 TIF Taxing District Base Year: 2021 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 715,230 5,756,740 0 0 -4,000 6,464,720 0 6,464,720 Taxable 0 331,457 4,563,892 0 0 -4,000 4,888,099 0 4,888,099 Homestead Credits 5 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 5,167,930 1,300,790 1,304,040 -3,250 -121 FY 2025 TIF Revenue Received: 0 Page 192 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202.204111 Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: UR Area Creation Date: UR Area Purpose: WATERLOO (07G054) WATERLOO UNIVERSITY AVENUE URBAN RENEWAL 07011 Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH/UNIVERSITY AVENUE UR TIF INCREM WATERLOO CITY/CEDAR FALLS SCH/UNIVERSITY AVENUE UR TIF INCREM Urban Renewal Area Value by Class - Agricultural Residential Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: 0 27,730,468 0 12,851,070 TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: 1/1/2023 for FY 2025 Commercial Industrial Other Military 102,524,332 2,393,210 79,274,333 1,880,670 18,978 519,104 0 0 0 519,104 0 482,274 0 482,274 0-36,000 0-36,000 Total 132,521,010 93,879,073 Base Increment No. No. 070424 070425 070426 070427 Increment Value Used 12,839,174 1,282,254 Gas/Electric Utility Total 0 0 132,521,010 93,879,073 73 Amount of 07-01-2024 Cash Balance 0 Restricted for LMI TIF Sp. Rev. Fund Cash Balance as of 06-30-2025: 55,808 Amount of 06-30-2025 Cash Balance 0 Restricted for LMI Page 193 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202i 20 Projects For WATERLOO UNIVERSITY AVENUE URBAN RENEWAL Administrative Expenses Description: Administrative Expenses Classification: Administrative expenses Physically Complete: Yes Payments Complete: Yes Gateway Property Holedings Description: 1608 University Avenue Classification: Commercial - retail Physically Complete: Yes Payments Complete: No Wiesmann Site Improvments Description: Wiesmann Site Improvments Classification: Commercial - retail Physically Complete: Yes Payments Complete: No AECOM Services Description: AECOM Services Classification: Roads, Bridges & Utilities Physically Complete: Yes Payments Complete: Yes HR Green Weismann Site Env Description: Environmental Work - Weismann Site Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Prop Acq - Lots 409-415 Galloway Add Description: Property Acquisitions Classification: Acquisition of property Physically Complete: Yes Payments Complete: No University Ave Construction Projects Description: University Ave Improvements Classification: Roads, Bridges & Utilities Physically Complete: Yes Payments Complete: No Infill Agts-113,115, 116, 130 Axelwood Dr Description: Infill Housing Dev Agreements Classification: Residential property (classified residential) Physically Complete: Yes Payments Complete: Yes Salaries Description: Staff Salaries Page 194 of 865 Classification: Administrative expenses Physically Complete: Yes Payments Complete: Yes Hudson HDWE Plumbing Service Kills Description: HDWE Plumbing Service Kills Classification: Roads, Bridges & Utilities Physically Complete: Yes Payments Complete: Yes Page 195 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2021.20 Debts/Obligations For WATERLOO UNIVERSITY AVENUE URBAN RENEWAL Administrative Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gateway Property Holdings Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Salaries Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: AECOM Services Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: HR Green Weismann ESA Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 778 0 778 Yes 06/20/2023 2025 Rebates 155,288 0 155,288 Yes 08/02/2021 2035 Internal Loans 2,518 0 2,518 Yes 06/17/2024 2025 Other Debt 82,874 0 82,874 Yes 11/04/2024 2025 Other Debt 744 0 744 Yes 08/17/2020 2025 Hudson HDWE Plumbing Service Kills Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: Other Debt 3,810 0 3,810 Yes 06/16/2025 Page 196 of 865 FY of Last Payment: 2025 University Ave Construction Contract 971 Debt/Obligation Type: Other Debt Principal: 391,550 Interest: 0 Total: 391,550 Annual Appropriation?: Yes Date Incurred: 06/17/2024 FY of Last Payment: 2025 Page 197 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Non -Rebates For WATERLOO UNIVERSITY AVENUE URBAN RENEWAL TIF Expenditure Amount: 778 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 2,518 Tied To Debt: Salaries Tied To Project: Salaries TIF Expenditure Amount: 82,874 Tied To Debt: AECOM Services Tied To Project: AECOM Services TIF Expenditure Amount: 744 Tied To Debt: HR Green Weismann ESA Tied To Project: HR Green Weismann Site Env TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: 3,810 Hudson HDWE Plumbing Service Kills Hudson HDWE Plumbing Service Kills 391,550 University Ave Construction Contract 971 University Ave Construction Projects Page 198 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202`20 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO UNIVERSITY AVENUE URBAN RENEWAL (07011) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/UNIVERSITY AVENUE UR TIF INCREM TIF Taxing District Inc. Number: 070425 TIF Taxing District Base Year: 2020 FY TIF Revenue First Received: 0 Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 26,357,712 90,444,778 2,393,210 0-36,000 119,071,950 0 R119,071,950 Taxable 0 12,214,901 69,464,387 1,880,670 0-36,000 83,436,208 0 83,436,208 Homestead Credits li 71 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 86,056,160 33,051,790 12,839,174 20,212,616 752,789 FY 2025 TIF Revenue Received: 519,104 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO UNIVERSITY AVENUE URBAN RENEWAL (07011) TIF Taxing District Name: WATERLOO CITY/CEDAR FALLS SCH/UNIVERSITY AVENUE UR TIF INCREM TIF Taxing District Inc. Number: 070427 TIF Taxing District Base Year: 2020 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,372,756 12,079,554 0 0 0 13,449,060 0 13,449,060 Taxable 0 636,169 9,809,946 0 0 0 10,442,865 0 10,442,865 Homestead Credits 2 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 10,142,650 3,306,410 1,282,254 2,024,156 70,639 FY 2025 TIF Revenue Received: 0 Page 199 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO NE IND URBAN RENEWAL UR Area Number: 07015 UR Area Creation Date: 02/1993 UR Area Purpose: The plan is intended to strengthen the economy, promote commercial and industrial development, expansion of existing business and industry and attraction of new industry. Base Increment Increment Tax Districts within this Urban Renewal Area No. No. Value Used WATERLOO CITY/WATERLOO SCH/WATERLOO NE IND UR TIF INCR 070181 070182 33,430,276 WATERLOO CITY AG/WATERLOO SCH/WATERLOO NE IND UR TIF INCR 070183 070184 161,231 WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD 1 INCR 070263 070264 19,452,631 WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD2 INCR 070343 070344 913,580 WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD3-4 1NCR 070355 070356 203,160 WATERLOO CITY AG/WATERLOO SCH/WATERLOO NORTHEAST IND AMD3-4 INCR 070357 070358 0 WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD5 INCR 070367 070368 0 WATERLOO CITY AG/WATERLOO SCH/WATERLOO NORTHEAST IND AMD5 INCR 070369 070370 0 Urban Renewal Area Value by Class -1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 901,130 1,389,370 58,252,430 7,602,230 0 -4,000 68,131,410 0 Taxable 647,345 643,872 51,085,521 6,711,035 0 -4,000 59,074,023 0 Homestead Credits TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2024 Cash Balance as of 07-01-2024: -178,332 0 Restricted for LMI 68,131,410 59,074,023 4 TIF Revenue: 2,017,787 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims 8,338 Asset Sales & Loan Repayments: 0 Total Revenue: 2,026,125 Rebate Expenditures: 110,574 Non -Rebate Expenditures: 634,831 Returned to County Treasurer: 0 Total Expenditures: 745,405 TIF Sp. Rev. Fund Cas ai and Amount of 06-30-2025 Cash Balance as of 06-30-2025: 1,102,388 0 Restricted for LMI Page 200 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Projects For WATERLOO NE IND URBAN RENEWAL New Road Construction Description: Classification: Physically Complete: Payments Complete: Construct new road for industrial development Roads, Bridges & Utilities Yes No Ferguson Enterprises Land Acquisition Description: Classification: Physically Complete: Payments Complete: Purchase of land for Ferguson Enterprises Acquisition of property Yes No Ferguson Enterprises Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Ferguson Enterprises for new construction Commercial - warehouses and distribution facilities Yes No Veteran Enterprises, LTD Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Veteran Enterprises for new construction Commercial - warehouses and distribution facilities Yes No 3137 Independence Ave Acquisition Description: Classification: Physically Complete: Payments Complete: Industrial Park Platting Description: Classification: Physically Complete: Payments Complete: Sanitary Sewer Extension Description: Classification: Physically Complete: Payments Complete: Acquisition of 3137 Independence Ave Acquisition of property Yes No Plat lots for future development Administrative expenses No No Construct Sanitary Sewer Extension for Development Roads, Bridges & Utilities No No Twin City Tannery Development Agreement Description: Classification: Physically Complete: Payments Complete: GROW Cedar Valley Payments to Twin City Tannery for Improvements Industrial/manufacturing property Yes No Page 201 of 865 Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Payment to GROW CV for Economic Development Services Administrative expenses Yes Yes Payments for Administrative Expenses Administrative expenses Yes Yes JDE Engineering Sanitary Sewer, Water Main Design & CRS Description: Classification: Physically Complete: Payments Complete: Payments to JDE Engineering for utility design and CRS Roads, Bridges & Utilities No Yes NE Sanitary Sewer Water Main Project Description: Classification: Physically Complete: Payments Complete: Payments to Contractor for utility construction Roads, Bridges & Utilities No Yes Willard Frost Land Acquisition Description: Classification: Physically Complete: Payments Complete: Northeast Site Grading Description: Classification: Physically Complete: Payments Complete: Via Rail Contract Description: Classification: Physically Complete: Payments Complete: Payments to Willard Frost for acquisition of land Acquisition of property No No Payments to Contractor for Grading of site Industrial/manufacturing property No No Payment for Rail design in NE Industrial Industrial/manufacturing property No No Great Plains Survey Contract Description: Classification: Physically Complete: Payments Complete: Payment for survey work on NE Industrial Site Industrial/manufacturing property No No JDE Engineering CRS Contract Description: Classification: Physically Complete: Payments Complete: Payment for CRS Contract for NE Industrial Park Industrial/manufacturing property No No MMS Land Survey Wetlands Page 202 of 865 Description: Classification: Physically Complete: Payments Complete: Newell Street Improvments Description: Classification: Physically Complete: Payments Complete: Payment for Wetlands Survey work in NE Industrial Park Administrative expenses No No Payment for Newell Street Improvments Roads, Bridges & Utilities No No 2020 GO Bonds (Control Grant) Description: Classification: Physically Complete: Payments Complete: Payment for Control project Grant Industrial/manufacturing property No No 2020 GO Bonds (Wetlands Restoration) Description: Classification: Physically Complete: Payments Complete: Salaries Description: Classification: Physically Complete: Payments Complete: Payment for Wetland Restoration Project Industrial/manufacturing property No No Payment for Salaries Administrative expenses Yes Yes MLK Wetlands AECOM Contract Description: Classification: Physically Complete: Payments Complete: Farm Lease Taxes Description: Classification: Physically Complete: Payments Complete: Wetland Credit Purchase Description: Classification: Physically Complete: Payments Complete: Payment of MLK Wetland AECOM Contract Industrial/manufacturing property No No Payment of Taxes for Farm Lease Administrative expenses No No Payment for Wetland Credit Purchase Acquisition of property No No Gray Transportation Rebates Description: Classification: Physically Complete: Payments Complete: EDA Match Fiber Backbone Rebates for Gray Transport Expansion Industrial/manufacturing property No No Description: Payment for EDA Fiber Match Page 203 of 865 Classification: Physically Complete: Payments Complete: NEIA NEPA Study Match Description: Classification: Physically Complete: Payments Complete: Roads, Bridges & Utilities No No Payment for NEIA NEPA Study Match Roads, Bridges & Utilities No Yes MidAmerican GT Drive Gas Main Description: Classification: Physically Complete: Payments Complete: Legal Eng Consulting Description: Classification: Physically Complete: Payments Complete: Eocene Project Blackout Description: Classification: Physically Complete: Payments Complete: Payment for MidAm GT Dr Gas Main Roads, Bridges & Utilities No Yes Payment for Legal Engineering and Consulting Fees Administrative expenses No Yes Payment for Eocene Project Blackout Industrial/manufacturing property No Yes Engineering Sewer Hook On Fee Description: Classification: Physically Complete: Payments Complete: 2025 GO Bonds Frost Land Description: Classification: Physically Complete: Payments Complete: New City Hall Project Description: Classification: Physically Complete: Payments Complete: 4FI Properties Rebate Description: Classification: Physically Complete: Payments Complete: Payment for Engineering Sewer Hook On Roads, Bridges & Utilities Yes No Payment for 2025 GO Bonds Frost Land Acquisition of property No No Payments for New Waterloo City Hall and Police Municipal and other publicly -owned or leased buildings No No Rebate for 4FI Properties Industrial/manufacturing property Yes No Page 204 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Debts/Obligations For WATERLOO NE IND URBAN RENEWAL 2020 GO Bonds Con-trol Grant Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gen. Obligation Bonds/Notes 1,055,000 80,338 1,135,338 No 01/01/2020 2033 2020 GO Bonds Wetlands Restoration Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Salaries Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Administrative Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 4FI Properties LLC Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Farm Lease Taxes Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Gen. Obligation Bonds/Notes 140,000 14,400 154,400 No 01/01/2020 2034 Internal Loans 7,010 0 7,010 Yes 06/20/2023 2023 Internal Loans 901 0 901 Yes 06/20/2023 2023 Rebates 1,234,962 0 1,234,962 Yes 10/28/2019 2031 Other Debt 4,110 0 4,110 Yes 09/20/2022 2023 Page 205 of 865 Gray Transportation Rebates Debt/Obligation Type: Rebates Principal: 106,394 Interest: 0 Total: 106,394 Annual Appropriation?: Yes Date Incurred: 02/07/2022 FY of Last Payment: 2030 Frost Land Acq Bond 2025 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 4,000,000 Interest: 2,421,945 Total: 6,421,945 Annual Appropriation?: No Date Incurred: 09/03/2024 FY of Last Payment: 2040 Grow Cedar Valley Debt/Obligation Type: Other Debt Principal: 8,792 Interest: 0 Total: 8,792 Annual Appropriation?: Yes Date Incurred: 07/03/2024 FY of Last Payment: 2024 EDA Fiber Backbone project Debt/Obligation Type: Other Debt Principal: 25,119 Interest: 0 Total: 25,119 Annual Appropriation?: Yes Date Incurred: 09/03/2024 FY of Last Payment: 2025 NEIA NEPA Study Match Debt/Obligation Type: Other Debt Principal: 18,094 Interest: 0 Total: 18,094 Annual Appropriation?: Yes Date Incurred: 02/05/2024 FY of Last Payment: 2025 Engineering Hook on Fee Debt/Obligation Type: Other Debt Principal: 8,275 Interest: 0 Total: 8,275 Annual Appropriation?: Yes Date Incurred: 06/16/2024 FY of Last Payment: 2025 AECOM MLK Wetland Design Debt/Obligation Type: Other Debt Principal: 7,461 Interest: 0 Page 206 of 865 Total: 7,461 Annual Appropriation?: Yes Date Incurred: 04/01/2024 FY of Last Payment: 2025 Legal Engineering Consulting Debt/Obligation Type: Other Debt Principal: 2,932 Interest: 0 Total: 2,932 Annual Appropriation?: Yes Date Incurred: 05/01/2024 FY of Last Payment: 2025 MLK Wetland Restoration Debt/Obligation Type: Other Debt Principal: 107,297 Interest: 0 Total: 107,297 Annual Appropriation?: Yes Date Incurred: 04/01/2024 FY of Last Payment: 2025 MidAmerican GT Dr Gas Main Debt/Obligation Type: Other Debt Principal: 11,786 Interest: 0 Total: 11,786 Annual Appropriation?: Yes Date Incurred: 10/07/2024 FY of Last Payment: 2025 Eocene Project Blackout Debt/Obligation Type: Other Debt Principal: 36,072 Interest: 0 Total: 36,072 Annual Appropriation?: Yes Date Incurred: 01/21/2025 FY of Last Payment: 2025 3520 Newell St Waterworks Debt/Obligation Type: Other Debt Principal: 12,823 Interest: 0 Total: 12,823 Annual Appropriation?: Yes Date Incurred: 10/16/2024 FY of Last Payment: 2025 Plunkett Raysich Architects Debt/Obligation Type: Other Debt Principal: 225,001 Interest: 0 Total: 225,001 Annual Appropriation?: Yes Date Incurred: 07/21/2025 FY of Last Payment: 2025 Page 207 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Non -Rebates For WATERLOO NE IND URBAN RENEWAL TIF Expenditure Amount: Tied To Debt: Tied To Project: 17,800 2020 GO Bonds Wetlands Restoration 2020 GO Bonds (Wetlands Restoration) TIF Expenditure Amount: 141,358 Tied To Debt: 2020 GO Bonds Con-trol Grant Tied To Project: 2020 GO Bonds (Control Grant) TIF Expenditure Amount: 8,792 Tied To Debt: Grow Cedar Valley Tied To Project: GROW Cedar Valley TIF Expenditure Amount: 901 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 4,110 Tied To Debt: Farm Lease Taxes Tied To Project: Farm Lease Taxes TIF Expenditure Amount: 25,119 Tied To Debt: EDA Fiber Backbone project Tied To Project: EDA Match Fiber Backbone TIF Expenditure Amount: 18,094 Tied To Debt: NEIA NEPA Study Match Tied To Project: NEIA NEPA Study Match TIF Expenditure Amount: 2,932 Tied To Debt: Legal Engineering Consulting Tied To Project: Legal Eng Consulting TIF Expenditure Amount: 7,461 Tied To Debt: AECOM MLK Wetland Design Tied To Project: MLK Wetlands AECOM Contract TIF Expenditure Amount: 107,297 Tied To Debt: MLK Wetland Restoration Tied To Project: MLK Wetlands AECOM Contract TIF Expenditure Amount: 8,275 Tied To Debt: Engineering Hook on Fee Tied To Project: Engineering Sewer Hook On Fee TIF Expenditure Amount: 225,001 Tied To Debt: Plunkett Raysich Architects Tied To Project: New City Hall Project TIF Expenditure Amount: 36,072 Tied To Debt: Eocene Project Blackout Tied To Project: Eocene Project Blackout TIF Expenditure Amount: 11,786 Tied To Debt: MidAmerican GT Dr Gas Main Tied To Project: MidAmerican GT Drive Gas Main TIF Expenditure Amount: 12,823 Tied To Debt: 3520 Newell St Waterworks Tied To Project: Newell Street Improvments Page 208 of 865 TIF Expenditure Amount: 7,010 Tied To Debt: Salaries Tied To Project: Salaries Page 209 of 865 1 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Rebates For WATERLOO NE IND URBAN RENEWAL 2130 Newell St TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2317 NE Drive TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 94,806 4FI Properties 4FI Properties LLC 4FI Properties Rebate 2033 15,768 Gray Transportation Gray Transportation Rebates Gray Transportation Rebates 2029 Page 210 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? TIF Taxing District Value by Class Agricultural R Assessed 0 Taxable 0 Homestead Credits Frozen Base Value Fiscal Year 2025 898,740 FY 2025 TIF Revenue Received: WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY/WATERLOO SCH/WATERLOO NE IND UR TIF INCR 070182 1992 1999 No Slum Blighted Economic Development UR Designation No No 02/1993 - 1/1/2023 for FY 2025 esidential Commercial Industrial Other Military Total 928,100 35,747,030 2,161,710 0 -4,000 38,826,340 430,107 31,130,616 1,880,053 0 -4,000 33,430,276 Max Increment Value Increment Used Increment Not Used 33,430,276 33,430,276 0 2,017,787 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? Gas/Electric Utility 0 0 Total 38,826,340 33,430,276 2 Increment Revenue Not Used 0 WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY AG/WATERLOO SCH/WATERLOO NE IND UR TIF INCR 070184 1992 2012 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 597,300 429,082 Frozen Base Value Fiscal Year 2025 436,069 FY 2025 TIF Revenue Received: 0 Slum Blighted Economic Development Commercial Industrial Other Military 0 0 0 0 0 0 0 0 0 0 Max Increment Value 161,231 Total 597,300 429,082 Increment Used Increment Not Used 161,231 0 UR Designation No No 02/1993 Gas/Electric Utility Total 0 p597,300 0 429,082 0 Increment Revenue Not Used 0 Page 211 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? Fiscal year this TIF Taxing District statutorily ends: WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD 1 INCR 070264 2004 2007 Yes 2027 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Assessed Taxable Homestead Credits 0 0 0 21,741,890 0 0 19,452,631 0 Other 0 0 Slum Blighted Economic Development UR Designation No No 04/2004 Military 0 0 Total 21,741,890 19,452,631 Gas/Electric Utility Total 0 21,741,890 0 19,452,631 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 6,441 FY 2025 TIF Revenue Received: 0 19,452,631 19,452,631 0 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO NE IND URBAN RENEWAL (07015) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD2 INCR TIF Taxing District Inc. Number: 070344 TIF Taxing District Base Year: 2016 FY TIF Revenue First Received: Subject to a Statutory end date? No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military 0 0 0 5,440,520 0 0 0 0 0 4,830,982 0 0 Assessed Taxable Homestead Credits Slum Blighted Economic Development UR Designation No No No Total 5,440,520 4,830,982 Gas/Electric Utility Total 0 5,440,520 0 4,830,982 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 4,526,940 FY 2025 TIF Revenue Received: 0 913,580 913,580 0 0 0 Page 212 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD3-4 INCR 070356 2016 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 0 461,270 0 213,765 Frozen Base Value Fiscal Year 2025 1,021,620 FY 2025 TIF Revenue Received: 0 Slum Blighted Economic Development UR Designation No No No Commercial Industrial Other Military 763,510 0 0 0 502,274 0 0 0 Total 1,221,530 712,789 Gas/Electric Utility Total 0 1-1,221,530 0 712,789 2 Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 199,910 203,160 -3,250 -121 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: INCR TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY AG/WATERLOO SCH/WATERLOO NORTHEAST IND AMD3-4 070358 2016 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 273,370 0 196,381 0 Frozen Base Value Fiscal Year 2025 274,340 FY 2025 TIF Revenue Received: 0 Slum Blighted Economic Development UR Designation No No No Commercial Industrial Other Military 0 0 0 0 0 0 0 0 Total Gas/Electric Utility Total 273,370 196,381 0 0 196,381 0 Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 0 0 0 0 Page 213 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY/WATERLOO SCH/WATERLOO NORTHEAST IND AMD5 INCR 070368 2017 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural 0 0 Frozen Base Value Fiscal Year 2025 0 FY 2025 TIF Revenue Received: 0 Residential 0 0 Commercial 0 0 Slum Blighted Economic Development UR Designation No No No Industrial Other 0 0 0 0 Military Total 0 0 0 0 Gas/Electric Utility Total 0 0 ■ Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 0 0 0 0 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: INCR TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) WATERLOO NE IND URBAN RENEWAL (07015) WATERLOO CITY AG/WATERLOO SCH/WATERLOO NORTHEAST IND AMD5 070370 2017 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 30,460 21,882 Frozen Base Value Fiscal Year 2025 41,410 FY 2025 TIF Revenue Received: 0 Commercial 0 0 0 0 Slum Blighted Economic Development UR Designation No No No Industrial Other Military 0 0 0 0 0 0 Total 30,460 21,882 Gas/Electric Utility Total 0 0 0 21,882 0 Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 0 0 0 0 Page 214 of 865 ban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: UR Area Creation Date: UR Area Purpose: WATERLOO (07G054) WATERLOO MARTIN RD URBAN RENEWAL 07016 11/1996 The plan is intended to strengthen the economy, promote commercial and industrial development, expansion of existing business and industry and attraction of new industry. Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH/WATERLOO MARTIN ROAD AMD 1 INCR WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 3-5 INCR WATERLOO CITY AG/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 3-5 INCR WATERLOO CITY/HUDSON SCH/MARTIN RD ECON TIF AMD 2 INCR WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 2 INCR WATERLOO CITY AG/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 2 INCR WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 6 INCR Urban Renewal Area Value by Class - Agricultural Residential 479,910 6,702,622 344,753 3,106,178 Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: 1/1/2023 for FY 2025 Commercial Industrial Other Military Total 75,608,798 7,761,540 0 0 90,546,370 63,559,505 6,657,960 0 0 73,661,896 -338,052 2,292,381 0 318 0 2,292,699 1,080,280 896,968 0 1,977,248 0 Base Increment No. No. 070249 070250 070331 070332 070333 070334 070335 070336 070337 070338 070339 070340 070432 070433 Increment Value Used 10,133,780 34,078,539 0 1,732,750 14,267,050 0 1,404,270 Gas/Electric Utility Total 0 0 90,546,370 73,661,896 Amount of 07-01-2024 Cash Balance Restricted for LMI TIF Sp. Rev. Fund Cash Balance as of 06-30-2025:II -22,601 0 Amount of 06-30-2025 Cash Balance Restricted for LMI Page 215 of 865 rban Renewal Report, Fiscal Year 2024 - 20 Projects For WATERLOO MARTIN RD URBAN RENEWAL Martin Road Construction Description: Classification: Physically Complete: Payments Complete: Denso Sewer Project Description: Classification: Physically Complete: Payments Complete: Denso Sewer Project Description: Classification: Physically Complete: Payments Complete: Martin Road Construction Description: Classification: Physically Complete: Payments Complete: Paving of Martin Road Roads, Bridges & Utilities Yes No Construct Sewer and Utilities to new Denso Site Roads, Bridges & Utilities Yes No Construct Sewer and Utilities to new Denso Site Roads, Bridges & Utilities Yes No Paving of Martin Rd Roads, Bridges & Utilities Yes No Denso International Construction Description: Classification: Physically Complete: Payments Complete: Property work for new construction Industrial/manufacturing property Yes No Ridgeway Avenue Improvements Description: Classification: Physically Complete: Payments Complete: Improvements to W Ridgeway Avenue Roads, Bridges & Utilities Yes No Wilbert Burial Vault Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Wilbert Burial Vault for new construction Commercial - warehouses and distribution facilities Yes No Young Development Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Young Development for new construction Commercial - retail Yes No Stephen Riley Development Agreement Description: Payments to Stepen Riley for new construction Page 216 of 865 Classification: Commercial - retail Physically Complete: Yes Payments Complete: No Mauer Eye Center Development Agreement Description: Payments to Mauer Eye Center for new construction Classification: Commercial - retail Physically Complete: Yes Payments Complete: No JARF Development Agreement Description: Payments to JARF for new construction Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Watessa Development Agreement Description: Payments to Watessa for new construction Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Deer Creek Development Agreement Description: Payments to Deer Creek Development Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No PTL Properties, LLC Development Agreement Description: Payments to PTL Properties, LLC for new construction Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No SVW Properties, LLC Development Agreement Description: Payments to SVW Properties, LLC for new construction Classification: Commercial - office properties Physically Complete: Yes Payments Complete: No Avita Development Agreement Description: Payments to Avita Development for new construction Classification: Commercial -Medical Physically Complete: Yes Payments Complete: No Senad Dizdarevic Development Agreement Description: Payments to Senad Dizdarevic for new construction Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Harold Youngblut Property Acquisition Description: Classification: Payment to Harold Youngblut for Property Acquisition Acquisition of property Page 217 of 865 Physically Complete: Payments Complete: Yes Yes Deer Creek Development Grant Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Grant Payment to Deer Creek Development Roads, Bridges & Utilities Yes Yes Payments for administrative expenses Administrative expenses Yes Yes Prairie Legacy Ventures (Hawkeye Stages) Grant Description: Classification: Physically Complete: Payments Complete: Payment to Hawkeye Stages for Economic Development Grant Commercial - warehouses and distribution facilities No Yes AS Commercial (Wienands) Development Agreement Description: Classification: Physically Complete: Payments Complete: Property Acquisition Description: Classification: Physically Complete: Payments Complete: Baldwin Grant Description: Classification: Physically Complete: Payments Complete: Baldwin Grant Credit Description: Classification: Physically Complete: Payments Complete: Reallocated Bonds Description: Classification: Physically Complete: Payments Complete: Salaries Description: Classification: Payments to Wienands for Economic Development Grant Commercial - office properties No Yes Acquisition of property for future economic development Acquisition of property No No Grant to Baldwins for land for Project Commercial - warehouses and distribution facilities No Yes Credit for Baldwin Grant for land for Project Commercial - warehouses and distribution facilities No Yes Reallocated Bonds Roads, Bridges & Utilities No No Staff Salaries Administrative expenses Page 218 of 865 Physically Complete: Payments Complete: Yes Yes Brock 3rd Addition Plat Cont 954 Description: Payment for plat of Brock 3rd Addition Classification: Industrial/manufacturing property Physically Complete: No Payments Complete: No BCS Properties- Reserves I Development Agreement Description: Payments to BCS Properties for new construction Classification: Commercial - retail Physically Complete: Yes Payments Complete: No Cardinal Construction Development Agreement Description: Payments to Cardinal Construction for new construction Classification: Commercial - warehouses and distribution facilities Physically Complete: No Payments Complete: No Sanitary Sewer Extension to Brock Additions Payments for Sanitary sewer Extension for development Description: ground Classification: Roads, Bridges & Utilities Physically Complete: No Payments Complete: No CRF Rentals Rebates Payments for Construction of warehouse building Charm Description: Drive Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Loves Travel Stop Description: Payment for construction of Travel Stop Classification: Commercial - retail Physically Complete: Yes Payments Complete: No JAS Investments (Gubbels Heating) Description: Payments for construction of new facility Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Brock Sanitary Sewer Easement Description: Payment for sanitary Sewer Easement Classification: Roads, Bridges & Utilities Physically Complete: Yes Payments Complete: Yes Brock 2nd Addition Cont 986 Description: Payment for Brock 2nd Addition Page 219 of 865 Classification: Physically Complete: Payments Complete: Warren Transport Rebates Description: Classification: Physically Complete: Payments Complete: M&K Electric Rebates Description: Classification: Physically Complete: Payments Complete: Fusion Investments Description: Classification: Physically Complete: Payments Complete: LMV Rebates Description: Classification: Physically Complete: Payments Complete: Freedom Truck Wash Description: Classification: Physically Complete: Payments Complete: Mid Country Property Description: Classification: Physically Complete: Payments Complete: Cedar Crossing Storage Description: Classification: Physically Complete: Payments Complete: Century Link Easement Description: Classification: Physically Complete: Payments Complete: 310 Upland Dr Description: Classification: Industrial/manufacturing property Yes No Payment for Warren Transport Rebates Commercial - office properties No No Payment for M&K Electric Development Rebates Commercial - retail Yes No Fusion Investment Industrial/manufacturing property No No LMV Rebates Commercial - office properties Yes No Freedom Truck Wash Rebates Commercial - retail No No Mid Country Property Rebates Commercial - retail No No Cedar Crossing Storage Rebates Commercial - retail No No Communications Easement Acquisition of property Yes Yes 310 Upland Drive Project Residential property (classified residential) Page 220 of 865 Physically Complete: Payments Complete: Byrnes Park Project Description: Classification: Physically Complete: Payments Complete: Construction Projects Description: Classification: Physically Complete: Payments Complete: Fusion Investments II Description: Classification: Physically Complete: Payments Complete: No No Byrnes Park Project Recreational facilities (lake development, parks, ball fields, trails) Yes Yes Construction Projects Roads, Bridges & Utilities No No Rebates for Fusion Investments II Industrial/manufacturing property Yes No Page 221 of 865 ban Renewal Report, Fiscal Year 2024 - 202 Debts/Obligations For WATERLOO MARTIN RD URBAN RENEWAL Deer Creek Development Grant Debt/Obligation Type: Other Debt Principal: 1,174,792 Interest: 0 Total: 1,174,792 Annual Appropriation?: Yes Date Incurred: 10/16/2006 FY of Last Payment: 2028 BCS Properties (Reserves at Ridgeway) Rebate Debt/Obligation Type: Rebates Principal: 1,641,755 Interest: 0 Total: 1,641,755 Annual Appropriation?: Yes Date Incurred: 03/30/2015 FY of Last Payment: 2034 M & K Electric Rebate Debt/Obligation Type: Rebates Principal: 3,678 Interest: 0 Total: 3,678 Annual Appropriation?: Yes Date Incurred: 08/08/2016 FY of Last Payment: 2024 JAS Investments (Gubbels) Rebates Debt/Obligation Type: Rebates Principal: 104,284 Interest: 0 Total: 104,284 Annual Appropriation?: Yes Date Incurred: 03/28/2016 FY of Last Payment: 2028 Prairie Legacy Ventures (Hawkeye Stages) Rebates Debt/Obligation Type: Rebates Principal: 52,381 Interest: 0 Total: 52,381 Annual Appropriation?: Yes Date Incurred: 09/14/2015 FY of Last Payment: 2028 Cardinal Construction Rebate Debt/Obligation Type: Rebates Principal: 191,668 Interest: 0 Total: 191,668 Annual Appropriation?: Yes Date Incurred: 08/07/2017 FY of Last Payment: 2025 Page 222 of 865 Loves Travel Stop Rebate Debt/Obligation Type: Rebates Principal: 366,672 Interest: 0 Total: 366,672 Annual Appropriation?: Yes Date Incurred: 10/17/2016 FY of Last Payment: 2027 Fund 415 - Taxable Martin Rd GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 6,000 Interest: 189 Total: 6,189 Annual Appropriation?: No Date Incurred: 06/09/2015 FY of Last Payment: 2025 Fund 416- Taxable Martin Rd GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 60,000 Interest: 2,160 Total: 62,160 Annual Appropriation?: No Date Incurred: 05/23/2016 FY of Last Payment: 2026 Fund 417- Martin Rd GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,045,000 Interest: 153,338 Total: 1,198,338 Annual Appropriation?: No Date Incurred: 06/01/2016 FY of Last Payment: 2032 GO Bonds 415- Taxable (Transfer from Rath) Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 25,000 Interest: 788 Total: 25,788 Annual Appropriation?: No Date Incurred: 06/09/2015 FY of Last Payment: 2025 GO Bond Series 2019A Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 50,000 Interest: 4,500 Total: 54,500 Annual Appropriation?: No Date Incurred: 06/25/2019 FY of Last Payment: 2029 CRF Rentals Rebates Debt/Obligation Type: Rebates Principal: 13,298 Interest: 0 Page 223 of 865 Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Warren Transport Rebates Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Fusion Investments Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Administrative Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: LMV Rebates Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Fusion Investments II Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Salaries Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 13,298 Yes 03/05/2018 2027 Rebates 1,150,410 0 1,150,410 Yes 11/18/2019 2035 Rebates 697,136 0 697,136 Yes 01/01/2020 2022 Internal Loans 3,625 0 3,625 Yes 06/20/2023 2023 Rebates 84,552 0 84,552 Yes 02/28/2020 2022 Rebates 1,313,960 0 1,313,960 Yes 08/07/2020 2022 Internal Loans 4,286 0 4,286 Yes 06/20/2023 2023 Page 224 of 865 Freedom Truck Wash Rebates Debt/Obligation Type: Rebates Principal: 608,886 Interest: 0 Total: 608,886 Annual Appropriation?: Yes Date Incurred: 06/20/2023 FY of Last Payment: 2037 Mid Country Property Rebates Debt/Obligation Type: Rebates Principal: 122,726 Interest: 0 Total: 122,726 Annual Appropriation?: Yes Date Incurred: 08/15/2022 FY of Last Payment: 2036 Cedar Crossing Storage Debt/Obligation Type: Rebates Principal: 571,344 Interest: 0 Total: 571,344 Annual Appropriation?: Yes Date Incurred: 04/17/2023 FY of Last Payment: 2040 Brynes Park Project Debt/Obligation Type: Other Debt Principal: 300,000 Interest: 0 Total: 300,000 Annual Appropriation?: Yes Date Incurred: 04/21/2025 FY of Last Payment: 2025 Fund 411 Taxable GO Bond Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 20,000 Interest: 1,370 Total: 21,370 Annual Appropriation?: No Date Incurred: 01/01/2012 FY of Last Payment: 2026 310 Upland Dr Debt/Obligation Type: Other Debt Principal: 1,475 Interest: 0 Total: 1,475 Annual Appropriation?: Yes Date Incurred: 03/04/2024 FY of Last Payment: 2025 Page 225 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 202 Non -Rebates For WATERLOO MARTIN RD URBAN RENEWAL TIF Expenditure Amount: 10,910 Tied To Debt: Fund 411 Taxable GO Bond Tied To Project: Property Acquisition TIF Expenditure Amount: 6,189 Tied To Debt: Fund 415 - Taxable Martin Rd GO Bonds Tied To Project: Property Acquisition TIF Expenditure Amount: Tied To Debt: Tied To Project: 31,425 Fund 416- Taxable Martin Rd GO Bonds Brock 3rd Addition Plat Cont 954 TIF Expenditure Amount: 151,770 Tied To Debt: Fund 417- Martin Rd GO Bonds Tied To Project: Property Acquisition TIF Expenditure Amount: 25,788 Tied To Debt: GO Bonds 415- Taxable (Transfer from Rath) Tied To Project: Reallocated Bonds TIF Expenditure Amount: Tied To Debt: Tied To Project: 11,500 GO Bond Series 2019A Brock Sanitary Sewer Easement TIF Expenditure Amount: 3,625 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 4,286 Tied To Debt: Salaries Tied To Project: Salaries TIF Expenditure Amount: 1,475 Tied To Debt: 310 Upland Dr Tied To Project: 310 Upland Dr TIF Expenditure Amount: 350,000 Tied To Debt: Deer Creek Development Grant Tied To Project: Deer Creek Development Grant TIF Expenditure Amount: 300,000 Tied To Debt: Brynes Park Project Tied To Project: Byrnes Park Project Page 226 of 865 ban Renewal Report, Fiscal Year 2024 - 20 Rebates For WATERLOO MARTIN RD URBAN RENEWAL 1850 W Ridgeway AVE TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3315 Titan Tl TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2911 Southland Drive TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3173 Titan Ti TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3251 Greyhound Dr TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 4516 Charm Dr TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1246 Martin Rd TIF Expenditure Amount: Rebate Paid To: 301,619 BCS Properties Reserves I BCS Properties (Reserves at Ridgeway) Rebate BCS Properties- Reserves I Development Agreement 2022 17,737 Prairie Legacy Prairie Legacy Ventures (Hawkeye Stages) Rebates Prairie Legacy Ventures (Hawkeye Stages) Grant 2028 0 M&K Electric M & K Electric Rebate M&K Electric Rebates 2025 29,102 JAS Investments (Gubbels Heating) JAS Investments (Gubbels) Rebates JAS Investments (Gubbels Heating) 2029 209,992 Loves Travel Stop Loves Travel Stop Rebate Loves Travel Stop 2027 2,242 CRF Rentals CRF Rentals Rebates CRF Rentals Rebates 2027 35,032 Cardinal Construction Page 227 of 865 Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1866 W Ridgeway TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Cardinal Construction Rebate Cardinal Construction Development Agreement 2031 63,874 LMV Rebates LMV Rebates LMV Rebates 2023 Fusion Investments CV Crossing TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3530 Marnie TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3124 Titan Trail TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 133,504 Fusion Investments Fusion Investments Fusion Investments 2033 84,552 Fusion Investments II Fusion Investments II Fusion Investments II 2039 202,626 Warren Transport Warren Transport Rebates Warren Transport Rebates 2036 Page 228 of 865 ban Renewal Report, Fiscal Year 2024 - 202 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? Fiscal year this TIF Taxing District statutorily ends: WATERLOO (07G054) WATERLOO MARTIN RD URBAN RENEWAL (07016) WATERLOO CITY/WATERLOO SCH/WATERLOO MARTIN ROAD AMD 1 INCR 070250 2003 2007 Yes 2027 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial 0 0 13,181,240 922,450 0 0 11,024,785 764,719 Assessed Taxable Homestead Credits Frozen Base Value Fiscal Year 2025 3,969,910 FY 2025 TIF Revenue Received: Slum Blighted Economic Development Other Military 0 0 0 0 Total 14,103,690 11,789,504 UR Designation No No 08/2004 Gas/Electric Utility Total 0 14,103,690 0 11,789,504 0 Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 10,133,780 10,133,780 0 0 2,292,381 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 3-5 INCR TIF Taxing District Inc. Number: 070332 TIF Taxing District Base Year: 2015 FY TIF Revenue First Received: 0 Subject to a Statutory end date? No Slum Blighted Economic Development TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Assessed 0 3,334,880 34,743,590 3,203,700 0 0 Taxable 0 1,545,473 29,716,621 2,816,445 0 0 Homestead Credits Total 41,282,170 34,078,539 UR Designation No No No Gas/Electric Utility Total 0 Is 41,282,170 0 34,078,539 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 5,677,296 FY 2025 TIF Revenue Received: 0 34,078,539 34,078,539 0 0 Page 229 of 865 ban Renewal Report, Fiscal Year 2024 - 202 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 3-5 INCR TIF Taxing District Inc. Number: 070334 TIF Taxing District Base Year: 2015 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 192,550 0 0 0 0 0 192,550 0 192,550 Taxable 138,323 0 0 0 0 0 138,323 0 38,323 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 199,284 0 0 0 0 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY/HUDSON SCH/MARTIN RD ECON TIF AMD 2 INCR TIF Taxing District Inc. Number: 070336 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 3,173,530 1,119,830 0 0 4,293,360 0 4,293,360 Taxable 0 0 2,328,683 882,526 0 0 3,211,209 0 3,211,209 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 2,560,610 1,732,750 1,732,750 0 0 FY 2025 TIF Revenue Received: 0 Page 230 of 865 ban Renewal Report, Fiscal Year 2024 - 202111 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 2 INCR TIF Taxing District Inc. Number: 070338 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 2,257,012 18,945,848 76,740 0 0 21,273,100 0 21,273,100 Taxable 0 1,045,961 15,684,747 63,418 0 0 16,787,626 0 16,787,626 Homestead Credits l 7 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 7,012,550 14,260,550 14,267,050 -6,500 -242 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 2 INCR TIF Taxing District Inc. Number: 070340 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No Slum Blighted Economic Development TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Assessed 287,360 0 0 0 0 0 Taxable 206,430 0 0 0 0 0 Homestead Credits Total 287,360 206,430 UR Designation No No No Gas/Electric Utility Total 0 287,360 0 206,430 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 377,680 0 0 0 0 FY 2025 TIF Revenue Received: 0 0 Page 231 of 865 ban Renewal Report, Fiscal Year 2024 - 202111 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO MARTIN RD URBAN RENEWAL (07016) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/MARTIN RD ECON DEV TIF AMD 6 INCR TIF Taxing District Inc. Number: 070433 TIF Taxing District Base Year: 2021 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,110,730 5,564,590 2,438,820 0 0 9,114,140 0 9,114,140 Taxable 0 514,744 4,804,669 2,130,852 0 0 7,450,265 0 7,450,265 Homestead Credits t 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 7,709,870 1,404,270 1,404,270 0 0 FY 2025 TIF Revenue Received: 0 Page 232 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 20411. Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: UR Area Creation Date: UR Area Purpose: WATERLOO (07G054) WATERLOO SAN MARNAN URBAN RENEWAL 07030 04/1999 The plan is intended to strengthen the economy, promote commercial and industrial development, expansion of existing business and industry and attraction of new industry. Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD 1 INCR WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD2 INCR WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD3-4 INCR WATERLOO CITY AG/WATERLOO SCH/WATERLOO SAN MARNAN AMD3-4 INCR WATERLOO CITY/WATERLOO SCH/SAN MARNAN TIF AMD5 INCREM WATERLOO CITY/WATERLOO SCH/SAN MARNAN TIF AMD6 INCREM WATERLOO CITY AG/WATERLOO SCH/SAN MARNAN TIF AMD6 INCREM Urban Renewal Area Value by Class -1/1/2023 for FY 2025 Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: Agricultural Residential Commercial 1,921,700 3,105,078 1,380,491 1,438,981 77,699,142 67,836,016 -10,957,126 2,373,712 0 674 300,000 2,674,386 575,022 2,787,746 0 3,362,768 Industrial Other Military 0 0 -4,000 0 0 -4,000 Total 82,715,420 70,644,988 Base Increment No. No. 070257 070345 070359 070361 070391 070411 070413 070258 070346 070360 070362 070392 070412 070414 Increment Value Used 46,033,910 1,684,056 3,474,030 0 926,940 11,759,170 42,930 Gas/Electric Utility Total 0 0 82,715,420 70,644,988 Ili Amount of 07-01-2024 Cash Balance 0 Restricted for LMI TIF Sp. Rev. Fund Cash Balance as of 06-30-2025: 0 Amount of 06-30-2025 Cash Balance Restricted for LMI Page 233 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202120 Projects For WATERLOO SAN MARNAN URBAN RENEWAL Tower Park Drive & Sewer Construction Description: Classification: Physically Complete: Payments Complete: CBE Land Acquisition Description: Classification: Physically Complete: Payments Complete: VGM Land Acquisition Description: Classification: Physically Complete: Payments Complete: Construct Tower Park Drive and Extend Sewer Roads, Bridges & Utilities Yes No Purchase of land for new construction Acquisition of property Yes No Acquisition of property for VGM expansion Acquisition of property Yes No WW Grainger, Inc. Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to WW Grainger, Inc for new construction Commercial - office properties Yes No VGM Office Expansion Project Description: Classification: Physically Complete: Payments Complete: Grant for expansion of VGM office Commercial - office properties Yes No San Marnan Dr Road Improvements Project Description: Classification: Physically Complete: Payments Complete: Median cut and left turn lane on San Marnan Roads, Bridges & Utilities Yes No L&H Farms Property Acquisition Bond Project Description: Classification: Physically Complete: Payments Complete: Acquisition of property from L& H Farms Acquisition of property Yes No Cardinal Construction, Inc. Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Cardinal Construction for new construction of medical office Commercial - office properties Yes No MBAK Properties, LLC Development Agreement Page 234 of 865 Description: Classification: Physically Complete: Payments Complete: Payments to MBAK Properties, LLC for new construction Commercial - office properties Yes No Cardinal Construction, Inc. Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Cardinal Construction, Inc. for new construction of Veterans Clinic Commercial - office properties Yes No MFGC, LLC Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to MFGC, LLC for new construction Commercial - office properties Yes No L&H Farms Property Acquisition Description: Classification: Physically Complete: Payments Complete: Acquisition of Property from L&H Farms Acquisition of property Yes No L&H Farms Property Acquisition Description: Classification: Physically Complete: Payments Complete: Acquisition of property from L&H Farms Acquisition of property Yes No L&H Farms Property Acquisition Description: Classification: Physically Complete: Payments Complete: Acquisition of property from L&H Farms Acquisition of property Yes No L&H Farms Property Acquisition Description: Classification: Physically Complete: Payments Complete: Acquisition of property from L&H Farms Acquisition of property Yes No L&H Farms Property Acquisition Description: Classification: Physically Complete: Payments Complete: GROW Cedar Valley Description: Classification: Physically Complete: Payments Complete: L&H Farms Acquisition Acquisition of Property from L&H Farms Acquisition of property No Yes Payment to Economic Development Services Administrative expenses No Yes Page 235 of 865 Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Payment to L&H Farms for property acquisition Acquisition of property No Yes Payment for Administrative Expenses Administrative expenses Yes Yes San Marnan Management, Ltd Grant Description: Classification: Physically Complete: Payments Complete: Payment to San Marnan Management, Ltd Commercial - office properties No No Galactic/Fitzway Drive Extension Description: Classification: Physically Complete: Payments Complete: Payment for extension of Galactic/Fitzway Dr Roads, Bridges & Utilities No No Fisher Dr Sanitary Sewer Extension Description: Classification: Physically Complete: Payments Complete: Payment for sanitary sewer extension Roads, Bridges & Utilities No No GO America, LLC Development Agreement Description: Classification: Physically Complete: Payments Complete: Hope Martin Anderson Description: Classification: Physically Complete: Payments Complete: Payments to GO America, LLC for new construction Commercial -Medical Yes No Payments to Hope Martin Anderson for new Commercial building Commercial - office properties Yes No South Waterloo Business Park Site Certification Description: Classification: Physically Complete: Payments Complete: Green Acres Storage Description: Classification: Physically Complete: Payments Complete: Expenses for the site certification of South Waterloo Buisness Park Administrative expenses No No Payment to Green Acres LLC for comstruction of new commercial building Commercial - warehouses and distribution facilities Yes No Page 236 of 865 San Marnan Road Reconfiguration Contract 942 Description: Classification: Physically Complete: Payments Complete: VGM Rebates Description: Classification: Physically Complete: Payments Complete: Taylor Ventures Rebates Description: Classification: Physically Complete: Payments Complete: Salaries Description: Classification: Physically Complete: Payments Complete: Canterbury Court Rebates Description: Classification: Physically Complete: Payments Complete: Lane Adjustment near VGM Roads, Bridges & Utilities Yes No Rebates for VGM Expansion Commercial - office properties Yes No Rebates for construction of new vet clinic Commercial - office properties Yes No Staff Salaries Administrative expenses Yes Yes Rebates for construction of dental office Commercial - office properties Yes No Shaulis Road Reconstruction Description: Classification: Physically Complete: Payments Complete: Payment for Shaulis Road Reconstruction Roads, Bridges & Utilities No No Fund 422 2022A New money Bond Description: Classification: Physically Complete: Payments Complete: Bond for Lost Worlds Theme Park Commercial - retail Yes No S. Waterloo Bus. Park Traffic Study Description: Classification: Physically Complete: Payments Complete: Property Taxes Description: Classification: Physically Complete: Payments Complete: Traffic Impact Analysis Roads, Bridges & Utilities Yes Yes Property Taxes for City land being farmed Industrial/manufacturing property Yes Yes Legal Fees Page 237 of 865 Description: Classification: Physically Complete: Payments Complete: Fees for Legal Work Administrative expenses Yes Yes PWM ED Grants S. Waterloo Bus. Park Description: Classification: Physically Complete: Payments Complete: Locke Realty Inc. Rebates Description: Classification: Physically Complete: Payments Complete: Infrastructure Grant Roads, Bridges & Utilities No No Rebates for Locke Funeral Home Commercial - office properties Yes No Eng Consulting Aquisitions and Legal Services Description: Classification: Physically Complete: Payments Complete: Engineering Consulting and Legal Services Administrative expenses No No AECOM South Waterloo Business Park Description: Classification: Physically Complete: Payments Complete: Wolfe Land Acquisition Description: Classification: Physically Complete: Payments Complete: VI, 2 Rebate Description: Classification: Physically Complete: Payments Complete: AECOM 23L South Waterloo Business Park Roads, Bridges & Utilities No No Purchase Wolfe Land for South Waterloo BP Acquisition of property Yes No Rebates for VI, 2 Commercial - retail No No Lost Island Theme Park Rebates Description: Classification: Physically Complete: Payments Complete: Rebates for Lost Island theme Park Recreational facilities (lake development, parks, ball fields, trails) Yes No Page 238 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202i 20 Debts/Obligations For WATERLOO SAN MARNAN URBAN RENEWAL MFGC, LLC Rebate Debt/Obligation Type: Rebates Principal: 28,608 Interest: 0 Total: 28,608 Annual Appropriation?: Yes Date Incurred: 09/04/2012 FY of Last Payment: 2025 Green Acres Storage Debt/Obligation Type: Rebates Principal: 130,810 Interest: 0 Total: 130,810 Annual Appropriation?: Yes Date Incurred: 06/01/2015 FY of Last Payment: 2025 VGM Rebates Debt/Obligation Type: Rebates Principal: 696,719 Interest: 0 Total: 696,719 Annual Appropriation?: Yes Date Incurred: 04/27/2015 FY of Last Payment: 2029 Taylor Ventures Rebates Debt/Obligation Type: Rebates Principal: 168,954 Interest: 0 Total: 168,954 Annual Appropriation?: Yes Date Incurred: 02/15/2016 FY of Last Payment: 2026 Staff Salaries Debt/Obligation Type: Other Debt Principal: 6,208 Interest: 0 Total: 6,208 Annual Appropriation?: Yes Date Incurred: 03/25/2021 FY of Last Payment: 2025 Canterbury Court Rebates Debt/Obligation Type: Rebates Principal: 160,018 Interest: 0 Total: 160,018 Annual Appropriation?: Yes Date Incurred: 09/17/2018 FY of Last Payment: 2029 Page 239 of 865 2020 GO Bond 420 (Shaulis Road) Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,520,000 Interest: 189,000 Total: 1,709,000 Annual Appropriation?: No Date Incurred: 01/01/2020 FY of Last Payment: 2035 Fund 421 2021A New Money (Shaulis Rd) Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,400,000 Interest: 112,000 Total: 1,512,000 Annual Appropriation?: No Date Incurred: 06/07/2021 FY of Last Payment: 2031 Lost Island Theme Park Rebates Debt/Obligation Type: Rebates Principal: 3,878,916 Interest: 0 Total: 3,878,916 Annual Appropriation?: Yes Date Incurred: 10/18/2021 FY of Last Payment: 2043 Locke Realty Inc Rebates Debt/Obligation Type: Rebates Principal: 118,932 Interest: 0 Total: 118,932 Annual Appropriation?: Yes Date Incurred: 01/02/2021 FY of Last Payment: 2028 Fund 322-2022A New Money Lost World Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 12,320,000 Interest: 2,714,200 Total: 15,034,200 Annual Appropriation?: No Date Incurred: 04/18/2022 FY of Last Payment: 2041 GROW Cedar Valley Debt/Obligation Type: Other Debt Principal: 8,791 Interest: 0 Total: 8,791 Annual Appropriation?: Yes Date Incurred: 07/19/2021 FY of Last Payment: 2025 Admin Expenses Debt/Obligation Type: Other Debt Principal: 3,880 Interest: 0 Page 240 of 865 Total: 3,880 Annual Appropriation?: Yes Date Incurred: 03/25/2021 FY of Last Payment: 2025 Fund 322 Shaulis Road Tax Exempt Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 720,000 Interest: 104,056 Total: 824,056 Annual Appropriation?: No Date Incurred: 04/18/2021 FY of Last Payment: 2032 JSLK Holdings Rebates Debt/Obligation Type: Rebates Principal: 506,682 Interest: 0 Total: 506,682 Annual Appropriation?: Yes Date Incurred: 02/07/2022 FY of Last Payment: 2031 Eng, Consulting, Small Acq, and Legal Fees Debt/Obligation Type: Other Debt Principal: 21,660 Interest: 0 Total: 21,660 Annual Appropriation?: Yes Date Incurred: 06/24/2024 FY of Last Payment: 2025 AECOM 23L South Waterloo BP Debt/Obligation Type: Other Debt Principal: 311,810 Interest: 0 Total: 311,810 Annual Appropriation?: Yes Date Incurred: 01/17/2023 FY of Last Payment: 2025 Wolfe Land Acquisition Debt/Obligation Type: Other Debt Principal: 1,265,242 Interest: 0 Total: 1,265,242 Annual Appropriation?: Yes Date Incurred: 12/12/2024 FY of Last Payment: 2026 VI, 2 Rebate Debt/Obligation Type: Rebates Principal: 87,766 Interest: 0 Total: 87,766 Annual Appropriation?: Yes Date Incurred: 02/21/2022 FY of Last Payment: 2032 Page 241 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 202 Non -Rebates For WATERLOO SAN MARNAN URBAN RENEWAL TIF Expenditure Amount: 155,400 Tied To Debt: 2020 GO Bond 420 (Shaulis Road) Tied To Project: Shaulis Road Reconstruction TIF Expenditure Amount: 228,000 Tied To Debt: Fund 421 2021A New Money (Shaulis Rd) Tied To Project: Shaulis Road Reconstruction TIF Expenditure Amount: 6,208 Tied To Debt: Staff Salaries Tied To Project: Salaries TIF Expenditure Amount: 8,791 Tied To Debt: GROW Cedar Valley Tied To Project: GROW Cedar Valley TIF Expenditure Amount: 3,880 Tied To Debt: Admin Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 1,317,188 Tied To Debt: Fund 322-2022A New Money Lost World Tied To Project: Fund 422 2022A New money Bond TIF Expenditure Amount: 102,188 Tied To Debt: Fund 322 Shaulis Road Tax Exempt Tied To Project: San Marnan Road Reconfiguration Contract 942 TIF Expenditure Amount: Tied To Debt: Tied To Project: 21,660 Eng, Consulting, Small Acq, and Legal Fees Eng Consulting Aquisitions and Legal Services TIF Expenditure Amount: 311,810 Tied To Debt: AECOM 23L South Waterloo BP Tied To Project: AECOM South Waterloo Business Park TIF Expenditure Amount: 632,621 Tied To Debt: Wolfe Land Acquisition Tied To Project: Wolfe Land Acquisition Page 242 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202.20 Rebates For WATERLOO SAN MARNAN URBAN RENEWAL 945 Tower Park Dr TIF Expenditure Amount: Rebate Paid To: Tied To Project: Projected Final FY of Rebate: 836 Tower Park Dr TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 345 Tower Park Drive TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1101 W San Marnan Dr TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 4041 Hurst Drive TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 820 Fisher Dr TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 4140 Kimball Ave TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2600 E Shaulis Rd 0 Cardinal Construction, Inc. Cardinal Construction, Inc. Development Agreement 2023 28,608 MFGC, LLC MFGC, LLC Rebate MFGC, LLC Development Agreement 2025 130,810 Green Acres Green Acres Storage Green Acres Storage 2025 121,226 VGM Expansion VGM Rebates VGM Rebates 2029 40,650 Taylor Real Estate Holdings Taylor Ventures Rebates Taylor Ventures Rebates 2028 27,480 Canterbury Court RE Canterbury Court Rebates Canterbury Court Rebates 2031 25,596 Locke Realty Inc. Locke Realty Inc Rebates Locke Realty Inc. Rebates 2028 Page 243 of 865 TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 200,652 Lost Island Theme Park Lost Island Theme Park Rebates Lost Island Theme Park Rebates 2044 Page 244 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2021.20411 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD 1 INCR TIF Taxing District Inc. Number: 070258 TIF Taxing District Base Year: 2004 FY TIF Revenue First Received: 2007 UR Designation Slum No Subject to a Statutory end date? Yes Blighted No Fiscal year this TIF Taxing District Economic Development 12/2004 statutorily ends: 2027 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 53,776,330 0 0 0 53,776,330 0 53,776,330 Taxable 0 0 47,416,507 0 0 0 47,416,507 0 47,416,507 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 7,742,420 46,033,910 46,033,910 0 0 FY 2025 TIF Revenue Received: 2,373,712 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD2 INCR TIF Taxing District Inc. Number: 070346 TIF Taxing District Base Year: 2008 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 543,290 1,729,960 0 0 0 2,273,250 0 2,273,250 Taxable 0 251,777 1,432,279 0 0 0 1,684,056 0 1,684,056 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 369,910 1,684,056 1,684,056 0 0 FY 2025 TIF Revenue Received: 0 Page 245 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2021.20411 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO SAN MARNAN AMD3-4 INCR TIF Taxing District Inc. Number: 070360 TIF Taxing District Base Year: 2016 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 1,848,960 5,065,080 0 0 0 6,910,790 0 Taxable 0 856,859 4,042,443 0 0 0 4,896,052 0 - Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 3,440,010 3,470,780 3,474,030 -3,250 -121 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/WATERLOO SAN MARNAN AMD3-4 INCR TIF Taxing District Inc. Number: 070362 TIF Taxing District Base Year: 2016 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 1,686,610 0 0 0 0 0 1,686,610 0 Taxable 1,211,611 0 0 0 0 0 1,211,611 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 1,813,680 0 0 0 0 FY 2025 TIF Revenue Received: 0 Page 246 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 20 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/SAN MARNAN TIF AMD5 INCREM TIF Taxing District Inc. Number: 070392 TIF Taxing District Base Year: 2018 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 4,273,920 0 0 0 4,273,920 0 4,273,920 Taxable 0 0 3,508,712 0 0 0 3,508,712 0 3,508,712 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 3,346,980 926,940 926,940 0 0 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/SAN MARNAN TIF AMD6 INCREM TIF Taxing District Inc. Number: 070412 TIF Taxing District Base Year: 2019 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 712,828 12,853,852 0 0 -4,000 13,559,430 0 13,559,430 Taxable 0 330,345 11,436,075 0 0 -4,000 11,759,170 0 11,759,170 Homestead Credits 1 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 975,650 11,759,170 11,759,170 0 0 FY 2025 TIF Revenue Received: 0 Page 247 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202120 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SAN MARNAN URBAN RENEWAL (07030) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/SAN MARNAN TIF AMD6 INCREM TIF Taxing District Inc. Number: 070414 TIF Taxing District Base Year: 2019 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 235,090 0 0 0 0 0 235,090 0 Taxable 168,880 0 0 0 0 0 168,880 0 Homestead Credits F235,090 168,880 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 192,160 42,930 42,930 0 0 FY 2025 TIF Revenue Received: 0 Page 248 of 865 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: Urban Renewal Area: UR Area Number: WATERLOO (07G054) WATERLOO CROSSROADS UR TIF 07044 UR Area Creation Date: 11/2014 UR Area Purpose: This Plan is intended to strengthen the economy and to promote retail and other commercial development, expansion of existing business and industry and attraction of new commercial projects. Tax Districts within this Urban Renewal Area WATERLOO CITY/WATERLOO SCH WATERLOO CROSSROADS UR TIF INCR WATERLOO CITY AG/WATERLOO SCH WATERLOO CROSSROADS UR TIF INCR WATERLOO CITY/WATERLOO SCH/CROSSROADS UR TIF AMD1-2 1NCR WATERLOO CITY AG/WATERLOO SCH/CROSSROADS UR TIF AMD1-2 INCR Urban Renewal Area Value by Class - Agricultural Residential 162,620 14,713,154 116,821 6,818,490 Assessed Taxable Homestead Credits TIF Sp. Rev. Fund Cash Balance as of 07-01-2024: TIF Revenue: TIF Sp. Revenue Fund Interest: Property Tax Replacement Claims Asset Sales & Loan Repayments: Total Revenue: Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: Tiff Sp. Rev. Fund Cash Balance as of 06-30-2025: 1/1/2023 for FY 2025 Commercial Industrial Other Military 330,251,286 2,434,230 0 -4,000 288,031,070 2,059,835 0 -4,000 -346,997 2,477,168 0 0 0 2,477,168 265,594 100,838 0 366,432 Total 347,541,040 297,005,966 Base Increment No. No. 070305 070307 070387 070389 070306 070308 070388 070390 Increment Value Used 57,787,577 0 9,953,399 0 Gas/Electric Utility Total 0 1347,541,04( 0 r 297,005,96( Amount of 07-01-2024 Cash Balance 0 Restricted for LMI 1,763,739 0 Amount of 06-30-2025 Cash Balance Restricted for LMI Page 249 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Projects For WATERLOO CROSSROADS UR TIF Crossing Point Description: Classification: Physically Complete: Payments Complete: Fairfield Inn Description: Classification: Physically Complete: Payments Complete: Dupaco Credit Union Description: Classification: Physically Complete: Payments Complete: Club Car Wash Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Rehabilitation of former Kmart Site located at 2060 Sovia Drive Commercial - retail Yes No Construction of new hotel located at 2134 La Porte Rd Commercial - hotels and conference centers Yes Yes Construction of new Credit Union located at 1946 Schukei Rd Commercial - office properties Yes Yes Construction of New Car Wash Commercial - retail Yes No Administrative Expenses Administrative expenses Yes No AECOM Laporte Road Design Description: Classification: Physically Complete: Payments Complete: Wetland Purchase Description: Classification: Physically Complete: Payments Complete: Design of La Porte Road Reconstruction Roads, Bridges & Utilities No No Purchase of Wetland Credits for Laport Road Reconstruction Roads, Bridges & Utilities No No ROW Purchases Near Crossroads Description: Classification: Physically Complete: Payments Complete: ROW purchase for Laporte Road Reconstruction Roads, Bridges & Utilities No No Page 250 of 865 Salaries Description: Classification: Physically Complete: Payments Complete: Crossroads Mall Description: Classification: Physically Complete: Payments Complete: La Porte Rd Phase 1 Description: Classification: Physically Complete: Payments Complete: Salaries Administrative expenses Yes Yes Crossroads Mall Redevelopment Commercial - retail No No La Porte Rd Phase 1 Roads, Bridges & Utilities No No Stormwater and Temp Easement Description: Classification: Physically Complete: Payments Complete: Crossroads Blvd Median Description: Classification: Physically Complete: Payments Complete: Agreement for Stormwater and Temp Easement Roads, Bridges & Utilities Yes Yes Paving for Crossroads Blvd Median Roads, Bridges & Utilities Yes Yes Page 251 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Debts/Obligations For WATERLOO CROSSROADS UR TIF Crossing Point Rebates Debt/Obligation Type: Rebates Principal: 265,594 Interest: 0 Total: 265,594 Annual Appropriation?: Yes Date Incurred: 09/16/2013 FY of Last Payment: 2025 Admin Expenese Debt/Obligation Type: Other Debt Principal: 8,607 Interest: 0 Total: 8,607 Annual Appropriation?: Yes Date Incurred: 06/17/2024 FY of Last Payment: 2024 Club Carwash Rebates Debt/Obligation Type: Rebates Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 04/20/2021 FY of Last Payment: 2024 AECOM design for Laporte Road Debt/Obligation Type: Other Debt Principal: 5,678 Interest: 0 Total: 5,678 Annual Appropriation?: Yes Date Incurred: 04/04/2022 FY of Last Payment: 2025 Wetland Purchase for Laporte Road Debt/Obligation Type: Other Debt Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 06/05/2023 FY of Last Payment: 2025 ROW Purchase for Laporte Road Reconstruction Debt/Obligation Type: Other Debt Principal: 0 Interest: 0 Total: 0 Annual Appropriation?: Yes Date Incurred: 06/05/2023 FY of Last Payment: 2025 Page 252 of 865 Crossroads Mall Phase I Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 18,000,000 Interest: 8,100,500 Total: 26,100,500 Annual Appropriation?: No Date Incurred: 11/18/2024 FY of Last Payment: 2041 LaPorte Road GO Bond Fund 323 Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 275,000 Interest: 58,200 Total: 333,200 Annual Appropriation?: No Date Incurred: 03/06/2023 FY of Last Payment: 2033 Salaries Debt/Obligation Type: Other Debt Principal: 6,546 Interest: 0 Total: 6,546 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2025 La Porte Rd Phase 1 Acq Debt/Obligation Type: Other Debt Principal: 22,529 Interest: 0 Total: 22,529 Annual Appropriation?: Yes Date Incurred: 12/18/2023 FY of Last Payment: 2026 Stormwater and Temp Easement Agreement Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 1,100 Interest: 0 Total: 1,100 Annual Appropriation?: No Date Incurred: 01/12/2024 FY of Last Payment: 2025 Crossroads Blvd Median Paving Debt/Obligation Type: Other Debt Principal: 20,378 Interest: 0 Total: 20,378 Annual Appropriation?: Yes Date Incurred: 05/21/2024 FY of Last Payment: 2025 Page 253 of 865 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Non -Rebates For WATERLOO CROSSROADS UR TIF TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: 6,546 Salaries Salaries 8,607 Admin Expenese Administrative Expenses 36,000 LaPorte Road GO Bond Fund 323 Wetland Purchase 5,678 AECOM design for Laporte Road AECOM Laporte Road Design 22,529 La Porte Rd Phase 1 Acq La Porte Rd Phase 1 1,100 Stormwater and Temp Easement Agreement Stormwater and Temp Easement 20,378 Crossroads Blvd Median Paving Crossroads Blvd Median Page 254 of 865 1 4 Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Rebates For WATERLOO CROSSROADS UR TIF 2060 Sovia Drive TIF Expenditure Amount: 265,594 Rebate Paid To: Crossing Point, LLC Tied To Debt: Crossing Point Rebates Tied To Project: Crossing Point Projected Final FY of Rebate: 2025 2134 LaPorte Rd TIF Expenditure Amount: 0 Rebate Paid To: Atul Patel Tied To Project: Fairfield Inn Projected Final FY of Rebate: 2024 Page 255 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? Fiscal year this TIF Taxing District statutorily ends: WATERLOO (07G054) WATERLOO CROSSROADS UR TIF (07044) WATERLOO CITY/WATERLOO SCH WATERLOO CROSSROADS UR TIF INCR 070306 2014 2017 Yes 2037 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military 0 11,868,620 250,343,850 0 0 -4,000 0 5,500,255 220,256,910 0 0 -4,000 Assessed Taxable Homestead Credits Slum Blighted Economic Development UR Designation No No 11/2014 Frozen Base Value Max Increment Value Increment Used Fiscal Year 2025 200,152,630 62,053,340 57,787,577 FY 2025 TIF Revenue Received: 2,477,168 Total 262,201,970 225,746,665 Gas/Electric Utility Total 0 P262,201,970 0 225,746,665 7 Increment Not Used Increment Revenue Not Used 4,265,763 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO CROSSROADS UR TIF (07044) TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? Fiscal year this TIF Taxing District statutorily ends: 158,872 WATERLOO CITY AG/WATERLOO SCH WATERLOO CROSSROADS UR TIF INCR 070308 2014 2017 Yes 2037 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Assessed Taxable Homestead Credits Agricultural Residential 4,300 3,089 Frozen Base Value Fiscal Year 2025 5,300 FY 2025 TIF Revenue Received: 0 Commercial 0 0 0 0 Max Increment Value 0 Slum Blighted Economic Development UR Designation No No 11/2014 Industrial Other Military Total 0 0 0 4,300 0 0 0 3,089 Increment Used 0 Gas/Electric Utility Total 0 4,300 0 3,089 Increment Not Used Increment Revenue Not Used 0 0 0 Page 256 of 865 • + Annual Urban Renewal Report, Fiscal Year 2024 - 2025 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO CROSSROADS UR TIF (07044) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/CROSSROADS UR TIF AMD1-2 INCR TIF Taxing District Inc. Number: 070388 TIF Taxing District Base Year: 2018 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 2,844,534 79,907,436 2,434,230 0 0 85,176,450 0 85,176,450 Taxable 0 1,318,235 67,774,160 2,059,835 0 0 71,142,480 0 71,142,480 Homestead Credits 8 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 74,496,932 10,679,518 9,953,399 726,119 27,043 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO CROSSROADS UR TIF (07044) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/CROSSROADS UR TIF AMD1-2 INCR TIF Taxing District Inc. Number: 070390 TIF Taxing District Base Year: 2018 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 158,320 0 0 0 0 0 158,320 0 58,320 Taxable 113,732 0 0 0 0 0 113,732 0 13,732 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 228,258 0 0 0 0 FY 2025 TIF Revenue Received: 0 Page 257 of 865 ban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA UR Area Number: 07045 UR Area Creation Date: 12/2015 UR Area Purpose: To identify the objectives, activities, and projects that are intended to stimulate private investment and alleviate blighted conditions in the plan area. This plan merged the former Airport and Logan Urban Renewal Areas. Tax Districts within this Urban Renewal Area Used WATERLOO CITY/WATERLOO SCH/WATERLOO AIRPORT UR TIF INCR 070163 070164 44,185,602 WATERLOO CITY AG/WATERLOO SCH/WATERLOO AIRPORT UR TIF INCR 070165 070166 123,868 WATERLOO CITY/WATERLOO SCH/WATERLOO LOGAN UR TIF INCR 070235 070236 21,479,360 WATERLOO CITY AG/WATERLOO SCH/WATERLOO LOGAN UR TIF INCR 070237 070238 23,920 WATERLOO CITY/WATERLOO SCH/WATERLOO AIRPORT AMD 1 INCR 070253 070254 63,446,880 WATERLOO CITY AG/WATERLOO SCH/WATERLOO AIRPORT AMD 1 INCR 070255 070256 270,830 WATERLOO CITY/WATERLOO SCH WATERLOO LOGAN UR TIF AMD1 INCR 070317 070318 51,803,950 WATERLOO CITY AG/WATERLOO SCH WATERLOO LOGAN UR TIF AMD1 INCR 070319 070320 0 WATERLOO CITY/WATERLOO SCH/EAST WATERLOO UNIFIED UR TIF INCR 070327 070328 2,002,690 WATERLOO CITY AG/WATERLOO SCH/EAST WATERLOO UNIFIED UR TIF INCR 070430 070431 6,760 Base Increment Increment No. No. Value Urban Renewal Area Value by Class -1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 727,950 165,422,435 137,534,655 89,186,590 0-573,397 390,853,732 0 Taxable 522,939 76,661,450 110,092,311 77,649,365 0-573,397 262,908,167 0 Homestead Credits TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2024 Cash Balance as of 07-01-2024: -8,662,205 0 Restricted for LMI 390,853,732 262,908,16i 1,05f TIF Revenue: 6,660,868 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims 7,389 Asset Sales & Loan Repayments: 0 Total Revenue: 6,668,257 Rebate Expenditures: 1,234,941 Non -Rebate Expenditures: 6,399,689 Returned to County Treasurer: 0 Total Expenditures: 7,634,630 TIF Sp. Rev. Fund Cash Balance as of 06-30-2025: Amount of 06-30-2025 Cash Balance -9,628,578 0 Restricted for LMI Page 258 of 865 rban Renewal Report, Fiscal Year 2024 - 202 Projects For EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA Road and Sewer Construction Description: Classification: Physically Complete: Payments Complete: Midport Marketing Project Description: Classification: Physically Complete: Payments Complete: Midport Sign Project Description: Classification: Physically Complete: Payments Complete: La Forge Property Purchase Description: Classification: Physically Complete: Payments Complete: Rail Spur Improvements Description: Classification: Physically Complete: Payments Complete: Sanitary Sewer Project Description: Classification: Physically Complete: Payments Complete: Midport Sign Project Description: Classification: Physically Complete: Payments Complete: Road and Sewer Construction for ConAgra Foods Roads, Bridges & Utilities Yes No Contract for marketing services for industrial park Administrative expenses Yes No Construct signage for industrial park Administrative expenses Yes No Purhcase of Property for new construction Industrial/manufacturing property Yes No Midport Improvements - Refinanced 1998 G.O. Bonds Roads, Bridges & Utilities Yes No Midport Improvements - Refinanced 199 G.O. Bonds Roads, Bridges & Utilities Yes No Construct signage for industrial park Administrative expenses Yes No Accurate Gear Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Accurate Gear for new construction Industrial/manufacturing property Yes No ConAgra Development Agreement Page 259 of 865 Description: Payments to ConAgra for expansion Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Empire Enterprises Development Agreement Description: Payments to Empire Enterprises for expansion Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Bob and Kaye Huff Development Agreement Description: Payments to Bob & Kaye Huff for new construction Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No Anthony & Christopher Huff Development Agreement Payments to Anthony & Christopher Huff for new Description: construction Classification: Commercial - warehouses and distribution facilities Physically Complete: Yes Payments Complete: No La Forge, LLC Development Agreement Description: Payments to La Forge, LLC for new construction Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Ronan & Lisa Schwickerath Development Agreement Description: Payments to Ronan and Lisa Schwickerath for expansion Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Tournier Manufacturing Development Agreement Description: Payments to Tournier Manufacturing for new construction Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Cedar Valley Warehouse, LLC Development Agreement Payments to Cedar Valley Warehouse, LLC for new Description: construction Classification: Commercial warehouses and distribution facilities Physically Complete: Yes Payments Complete: No CPM Acquisition Corp Development Agreement Description: Payments to CPM Acquisition Corp for expansion Classification: Industrial/manufacturing property Physically Complete: Yes Payments Complete: No Howard L Allen Investments Development Agreement Page 260 of 865 Description: Classification: Physically Complete: Payments Complete: Payments to Howard L Allen Investments for new construction Commercial warehouses and distribution facilities Yes No M&R Iowa, LLC Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to M&R Iowa, LLC for expansion Commercial - warehouses and distribution facilities Yes No Advanced Heat Treat Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Advanced Heat Treat for Expansion Industrial/manufacturing property Yes No Hydrite Chemical Co Development Agreement Description: Classification: Physically Complete: Payments Complete: Payment to Hydrite Chemical Co for Expansion Industrial/manufacturing property Yes No Koelker Properties, LLC Development Agreement Description: Classification: Physically Complete: Payments Complete: GROW Cedar Valley Description: Classification: Physically Complete: Payments Complete: Payment to Koelker Properties, LLC for new construction Commercial - warehouses and distribution facilities Yes No Payment to GROW CV for Economic Development Services Administrative expenses No Yes Brownfield Assessment Grant Description: Classification: Physically Complete: Payments Complete: 3730 Wagner Rd Acquisition Description: Classification: Physically Complete: Payments Complete: Airport Property Release Description: Classification: Physically Complete: Payments Complete: Geo-Tech ESAS Payment for Brownfield Assessment Grant Application Administrative expenses Yes Yes Payment for acquisition of 3730 Wagner Rd Acquisition of property Yes Yes Payment for Airport Property Release Services Administrative expenses Yes Yes Page 261 of 865 Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Con Agra Grant Description: Classification: Physically Complete: Payments Complete: 3730 Wagner Rd Platting Description: Classification: Physically Complete: Payments Complete: Payment for Geo-Technical Services Administrative expenses Yes Yes Payment for Administrative Expenses Administrative expenses Yes Yes Grant Payment to Con Agra for expansion Industrial/manufacturing property No No Payment for platting services for 3730 Wagner Rd Administrative expenses No No Cedar Valley Warehouse II Development Agreement Description: Classification: Physically Complete: Payments Complete: MidPort Improvements Description: Classification: Physically Complete: Payments Complete: Hy-Vee Lease Payments Description: Classification: Physically Complete: Payments Complete: Grant Writing Consultant Description: Classification: Physically Complete: Payments Complete: Grant Writing Consultant Description: Classification: Physically Complete: Payments Complete: Payments to Cedar Valley Warehouse II for new construction Commercial - warehouses and distribution facilities No No Payments for MidPort Improvements Roads, Bridges & Utilities Yes No Payments to Hy-Vee for property lease Commercial - retail Yes No Payments to consultant for grant writing Administrative expenses Yes No Payments to consultant for grant writing Administrative expenses Yes No Government Relations Consultant Page 262 of 865 Description: Classification: Physically Complete: Payments Complete: Endeavor Consultant Description: Classification: Physically Complete: Payments Complete: Grant Writing Consultant Description: Classification: Physically Complete: Payments Complete: Payments to consultant for government relations Administrative expenses Yes No Payments for consultant work Administrative expenses Yes No Payments to consultant for grant writing Administrative expenses Yes No Walgreens Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Walgreens for new construction Commercial - retail Yes No Avita Development Agreement Description: Classification: Physically Complete: Payments Complete: Payments to Avita for new construction Commercial - office properties Yes No CVS Pharmacy Development Agreement Description: Classification: Physically Complete: Payments Complete: KWWL Description: Classification: Physically Complete: Payments Complete: Payments to CVS Pharmacy for new construction Commercial - retail Yes No Payments to KWWL for redevelopment Commercial - office properties Yes No Institute for Decision Making Contract Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Description: Classification: Physically Complete: Payments Complete: Payment for Institute for Decision Making for Professional Services Administrative expenses Yes Yes Administrative Expenses Administrative expenses Yes Yes Brownfield Assessment Grant FY 2016 Page 263 of 865 Description: Classification: Physically Complete: Payments Complete: District Merger Expenses Description: Classification: Physically Complete: Payments Complete: Payment of Brownfield Assessment Grant Administrative expenses Yes Yes Payment for TIF Merger expenses Administrative expenses Yes Yes North Crossing (Logan Plaza) Description: Classification: Physically Complete: Payments Complete: AMA Land Purchase Description: Classification: Physically Complete: Payments Complete: Payments to North Crossing for redevelopment of Logan Plaza Commercial - retail Yes No Payment for Purchase of land from AMA Acquisition of property Yes No Midport Blvd Phase III Grant Application and Construction Description: Classification: Physically Complete: Payments Complete: Payment for grant application and construction of Midport Blvd Roads, Bridges & Utilities Yes No Wagner Rd Platting (MidPort) Description: Classification: Physically Complete: Payments Complete: Advanced Heat Treat Description: Classification: Physically Complete: Payments Complete: Salaries Description: Classification: Physically Complete: Payments Complete: Wagner Rd Platting (MidPort) Industrial/manufacturing property Yes Yes Payment to Advanced Heat Treat for expansion Industrial/manufacturing property Yes No Payment for staff salaries for work within the Logan area Administrative expenses Yes Yes Central Property Holdings Grant Description: Classification: Physically Complete: Payments Complete: House of Hope Grant Payment for All in Grocers project Commercial - retail Yes Yes Page 264 of 865 Description: Classification: Physically Complete: Payments Complete: Habitat for Humanity Grant Description: Classification: Physically Complete: Payments Complete: Payment of Grant for property in Logan area Acquisition of property Yes Yes Payment for Grant for property redevelopment Mixed use property (ie: a significant portion is residential and significant portion is commercial) Yes Yes Reese Properties(johnstone Supply) Description: Classification: Physically Complete: Payments Complete: PDCM (No Steps) Rebates Description: Classification: Physically Complete: Payments Complete: Payment for rebates on warehouse project Industrial/manufacturing property Yes No Payment for improvements on office building Commercial - office properties Yes No Standard Distribution Rebates Description: Classification: Physically Complete: Payments Complete: Prosper Farms Rebates Description: Classification: Physically Complete: Payments Complete: A -Line ALO Rebates Description: Classification: Physically Complete: Payments Complete: Payment for new warehouse Industrial/manufacturing property No No Payment of rebates for truck wash near Airport Commercial - retail No No Payment of rebates for new Airport hangar Commercial - warehouses and distribution facilities Yes No Dahlstrom Development Rebates Description: Classification: Physically Complete: Payments Complete: Avita Expansion Rebates Description: Classification: Physically Complete: Payments Complete: GBG LLC Rebates Payment of rebates for new warehouse at corner of Wagner and Airline Commercial warehouses and distribution facilities No No Payment of Rebates for expansion of Medical office Commercial -Medical Yes No Page 265 of 865 Description: Classification: Physically Complete: Payments Complete: N&S Properties Description: Classification: Physically Complete: Payments Complete: Louis Berger Walnut Survey Description: Classification: Physically Complete: Payments Complete: Payment of Rebates for new Medical Building Commercial -Medical No No Payment of Rebates for Commercial Bldg Commercial - retail Yes Yes Payment for Historic Walnut Survey Administrative expenses Yes Yes VIA Rail Public Safety Improv Study Description: Classification: Physically Complete: Payments Complete: 220 Ester Street Acq Description: Classification: Physically Complete: Payments Complete: 1850 Logan Ave Acq Description: Classification: Physically Complete: Payments Complete: Wagner Rd San Sewer Ext Description: Classification: Physically Complete: Payments Complete: Leversee Road Development Description: Classification: Physically Complete: Payments Complete: Payment for Rail safety improvement study Administrative expenses Yes Yes Payment for 220 Ester St Acq Acquisition of property Yes Yes Payment for 1850 Logan Ave Acq Acquisition of property Yes Yes Payment for Sanitary Sewer Extension Roads, Bridges & Utilities Yes No Payment for Leversee Road Development Roads, Bridges & Utilities Yes No Airline Hwy San Sewer Extension Description: Classification: Physically Complete: Payments Complete: Payment for Sanitary Sewer Extension Roads, Bridges & Utilities Yes No Air and Rail Park Tree Clearing Description: Payment for tree clearing at Air and Rail park Page 266 of 865 Classification: Physically Complete: Payments Complete: Hyper Drive Cont 1051 Description: Classification: Physically Complete: Payments Complete: Paramount Investments Description: Classification: Physically Complete: Payments Complete: All- In Grocers Grant Description: Classification: Physically Complete: Payments Complete: Fiber Design Work Description: Classification: Physically Complete: Payments Complete: Water Works Front Footage Description: Classification: Physically Complete: Payments Complete: WBM Dev Grant Description: Classification: Physically Complete: Payments Complete: Roads, Bridges & Utilities Yes No Payment for Hyper Drive Construction RISE Roads, Bridges & Utilities Yes No Payment of Rebates for project Commercial - office properties Yes No Payment of grant to All -In Grocers Commercial - retail Yes No Payment of Fiber design contract Roads, Bridges & Utilities No No Payment for Front Footage Development Charges Roads, Bridges & Utilities No No Payment for WBM Development Industrial/manufacturing property Yes Yes 3 Stooges Development Grant Description: Classification: Physically Complete: Payments Complete: Chamberlin Expenses Description: Classification: Physically Complete: Payments Complete: Demolition Costs Description: Classification: Payment for 3 Stooges Development Grant Industrial/manufacturing property Yes Yes Payment for expenses accrued for Chamberlin Site Cleanup Residential property (classified residential) No No Demolition Costs for dilapidated structures Administrative expenses Page 267 of 865 Physically Complete: Payments Complete: Hickory House Dev Grant Description: Classification: Physically Complete: Payments Complete: No No Payment for Hickory House Development Grant Commercial - retail Yes Yes Waterloo Business Park Stage 1 Description: Classification: Physically Complete: Payments Complete: Payment for Waterloo Business Park Stage 1 Commercial - retail No Yes North Crossing Platting and Design Description: Classification: Physically Complete: Payments Complete: Leversee Road Lift Station Description: Classification: Physically Complete: Payments Complete: Payment for North Crossing Platting and Design Commercial - retail Yes No Payment for Leversee Road Lift Station Roads, Bridges & Utilities Yes No Backbone Design for EDA Match Description: Classification: Physically Complete: Payments Complete: Payment for Backbone Design for EDA Match Roads, Bridges & Utilities No Yes Infrastructure Dev North Crossing DA Description: Classification: Physically Complete: Payments Complete: Payment for Infrastructure Dev North Crossing DA Commercial - retail Yes No Byrnes and Gates Park Transformation Description: Classification: Physically Complete: Payments Complete: Construction Projects Description: Classification: Physically Complete: Payments Complete: Payment for Byrnes and Gates Park Transformation Recreational facilities (lake development, parks, ball fields, trails) No No Payment for Construction Projects Roads, Bridges & Utilities No No MidAmerican Gas Main Extension Description: Classification: Waterloo Air and Rail Park 4th Add Payment Roads, Bridges & Utilities Page 268 of 865 Physically Complete: Payments Complete: No No MidAmerican Electrical Service Description: Classification: Physically Complete: Payments Complete: MidAmerican Street Lights Description: Classification: Physically Complete: Payments Complete: WBM LLC Rebates Description: Classification: Physically Complete: Payments Complete: Waterloo Air and Rail Park 4th Add Payment Roads, Bridges & Utilities No No Waterloo Air and Rail Park 4th Add Payment Roads, Bridges & Utilities No No Payment of Rebates for WBM LLC Commercial - warehouses and distribution facilities Yes No Superior Properties, LLC Rebates Description: Classification: Physically Complete: Payments Complete: JSA Dev 425 Franklin Description: Classification: Physically Complete: Payments Complete: St Mary's Site Project Description: Classification: Physically Complete: Payments Complete: Payment of Rebates for Superior Properties, LLC Commercial - warehouses and distribution facilities Yes No Payment for 425 Franklin to JSA Commercial - office properties No Yes Payments for St Mary's Site Demo, Oversight, etc. Municipal and other publicly -owned or leased buildings No No Airport Land Acquisition for IP Description: Classification: Physically Complete: Payments Complete: HCC Foundation Dev Grant Description: Classification: Physically Complete: Payments Complete: WARP 4th Addition Description: Classification: Physically Complete: Payment for Parcel f and f2 for airport land acq Acquisition of property No Yes Payment for HCC Foundation Dev Residential property (classified residential) Yes Yes Payments for WARP 4th Addition Roads, Bridges & Utilities No Page 269 of 865 Payments Complete: No ESA Phases Livingston Ln Description: Classification: Physically Complete: Payments Complete: Habitat Acquisition Description: Classification: Physically Complete: Payments Complete: Habitat Infill Grants Description: Classification: Physically Complete: Payments Complete: 500 Lake St Acq Description: Classification: Physically Complete: Payments Complete: Farm Lease Taxes Description: Classification: Physically Complete: Payments Complete: RNK Investments Rebates Description: Classification: Physically Complete: Payments Complete: Payment for Airport ESA Phases Municipal and other publicly -owned or leased buildings No No Payments to Habitat for Acquisitions Acquisition of property Yes Yes Grants to Habitat for Infill Dev Residential property (classified residential) Yes Yes 500 Lake St Acquisition Acquisition of property Yes Yes Farm Lease Taxes Agribusiness No No RNK Investments Rebates Commercial - warehouses and distribution facilities Yes No Page 270 of 865 rban Renewal Report, Fiscal Year 2024 - 202 Debts/Obligations For EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA ConAgra Rebate Debt/Obligation Type: Rebates Principal: 4,196,268 Interest: 0 Total: 4,196,268 Annual Appropriation?: Yes Date Incurred: 07/07/2008 FY of Last Payment: 2038 Hydrite Chemical Co Rebate Debt/Obligation Type: Rebates Principal: 46,252 Interest: 0 Total: 46,252 Annual Appropriation?: Yes Date Incurred: 12/17/2012 FY of Last Payment: 2024 North Crossing (Logan Plaza) Debt/Obligation Type: Rebates Principal: 851,986 Interest: 0 Total: 851,986 Annual Appropriation?: Yes Date Incurred: 01/25/2016 FY of Last Payment: 2024 Advanced Heat Treat (2018) Debt/Obligation Type: Rebates Principal: 50,412 Interest: 0 Total: 50,412 Annual Appropriation?: Yes Date Incurred: 06/18/2018 FY of Last Payment: 2029 A -Line ALO Rebates Debt/Obligation Type: Rebates Principal: 524,328 Interest: 0 Total: 524,328 Annual Appropriation?: Yes Date Incurred: 04/15/2019 FY of Last Payment: 2042 Dahlstrom Development Rebates Debt/Obligation Type: Rebates Principal: 1,680,552 Interest: 0 Total: 1,680,552 Annual Appropriation?: Yes Date Incurred: 10/08/2018 Page 271 of 865 FY of Last Payment: 2033 KWWL Rebates Debt/Obligation Type: Rebates Principal: 191,452 Interest: 0 Total: 191,452 Annual Appropriation?: Yes Date Incurred: 06/24/2013 FY of Last Payment: 2030 GBG LLC Rebates Debt/Obligation Type: Rebates Principal: 189,602 Interest: 0 Total: 189,602 Annual Appropriation?: Yes Date Incurred: 11/05/2018 FY of Last Payment: 2029 Avita 2018 Expansion Rebates Debt/Obligation Type: Rebates Principal: 21,625 Interest: 0 Total: 21,625 Annual Appropriation?: Yes Date Incurred: 01/03/2017 FY of Last Payment: 2025 GO Bonds Fund 419 GO Bonds Debt/Obligation Type: Gen. Obligation Bonds/Notes Principal: 50,000 Interest: 4,500 Total: 54,500 Annual Appropriation?: No Date Incurred: 05/06/2019 FY of Last Payment: 2029 Paramount Investments Debt/Obligation Type: Rebates Principal: 8,376 Interest: 0 Total: 8,376 Annual Appropriation?: Yes Date Incurred: 05/20/2020 FY of Last Payment: 2027 North Crossing Platting and Design Debt/Obligation Type: Internal Loans Principal: 8,942 Interest: 0 Total: 8,942 Annual Appropriation?: Yes Date Incurred: 06/06/2020 FY of Last Payment: 2024 Demolition Costs Debt/Obligation Type: Internal Loans Page 272 of 865 Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Salaries Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Administrative Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 65,623 0 65,623 Yes 08/28/2020 2024 Internal Loans 18,252 0 18,252 Yes 06/16/2025 2025 Internal Loans 61,373 0 61,373 Yes 06/25/2021 2024 Hyper Drive RISE Contract 1051 Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 0 0 0 Yes 09/02/2021 2024 North Crossing land Purchase Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Chamberlin Expenses Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 0 0 0 Yes 06/06/2020 2024 Other Debt 5,131 0 5,131 Yes 08/07/2022 2024 Waterloo Business Park Stage 1 Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: Internal Loans 0 0 0 Yes 01/17/2023 Page 273 of 865 FY of Last Payment: 2024 Backbone Design for EDA Match Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Grow Cedar Valley Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: WARP 4th Addition Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 160,809 0 160,809 Yes 06/29/2023 2025 Other Debt 8,792 0 8,792 Yes 07/03/2023 2024 Internal Loans 3,936,277 0 3,936,277 Yes 03/04/2024 2025 Infrastructure Dev North Crossing DA Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Other Debt 12,840,000 0 12,840,000 Yes 05/15/2023 2033 Byrnes and Gates Park Transformation Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Leversee Road Lift Station Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: WBM, LLC Internal Loans 2,750,000 0 2,750,000 Yes 06/17/2024 2025 Internal Loans 0 0 0 Yes 12/28/2020 2024 Debt/Obligation Type: Rebates Page 274 of 865 Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Superior Properties, LLC Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 142,790 0 142,790 Yes 12/19/2022 2031 Rebates 126,774 0 126,774 Yes 06/20/2022 2034 Waterworks Frontage Footage Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: JSA 425 Franklin Grant Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 53,641 0 53,641 Yes 06/16/2025 2025 Other Debt 85,000 0 85,000 Yes 10/02/2023 2025 St Mary's Demo and Oversight Costs Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Other Debt 134,195 0 134,195 Yes 06/03/2024 2025 Airport land Acq parcel f and f2 Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: HCC Foundation Dev Grant Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: Other Debt 178,322 0 178,322 Yes 05/19/2025 2025 Other Debt 5,000 0 5,000 Yes 12/06/2021 Page 275 of 865 FY of Last Payment: 2025 Warp Dr PCI Utility Install Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 166,094 0 166,094 Yes 01/01/2025 2025 MidAm Warp and Hyper Street Lights Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 40,011 0 40,011 Yes 11/18/2024 2025 MidAm Electrical Dist Warp and Hyper Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: MidAm Gas Distribution Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: 2790 Livingston ESA Phases Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Habitat Infill Grant Debt/Obligation Type: Principal: Interest: Total: Annual Appropriation?: Date Incurred: FY of Last Payment: Internal Loans 358,857 0 358,857 Yes 11/18/2024 2025 Internal Loans 148,640 0 148,640 Yes 11/18/2024 2025 Other Debt 3,200 0 3,200 Yes 02/03/2025 2025 Other Debt 10,000 0 10,000 Yes 02/21/2022 2025 Habitat Acq Grant - 512 Almond Debt/Obligation Type: Other Debt Page 276 of 865 Principal: 37,000 Interest: 0 Total: 37,000 Annual Appropriation?: Yes Date Incurred: 08/19/2024 FY of Last Payment: 2025 500 Lake Street Acq Debt/Obligation Type: Other Debt Principal: 13,017 Interest: 0 Total: 13,017 Annual Appropriation?: Yes Date Incurred: 04/11/2022 FY of Last Payment: 2025 Farm Lease Taxes Debt/Obligation Type: Other Debt Principal: 4,014 Interest: 0 Total: 4,014 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2025 Zydeco Incentive Grant Debt/Obligation Type: Other Debt Principal: 725,000 Interest: 0 Total: 725,000 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2026 Parcel G Airport Land Release Debt/Obligation Type: Internal Loans Principal: 283,050 Interest: 0 Total: 283,050 Annual Appropriation?: Yes Date Incurred: 09/02/2025 FY of Last Payment: 2026 Hickory House Rebates Debt/Obligation Type: Rebates Principal: 32,780 Interest: 0 Total: 32,780 Annual Appropriation?: Yes Date Incurred: 05/15/2023 FY of Last Payment: 2031 All In Grocers Rebates Debt/Obligation Type: Rebates Principal: 1,102,880 Interest: 0 Total: 1,102,880 Annual Appropriation?: Yes Date Incurred: 11/23/2020 Page 277 of 865 FY of Last Payment: 2035 Koelker Properties Debt/Obligation Type: Rebates Principal: 26,330 Interest: 0 Total: 26,330 Annual Appropriation?: Yes Date Incurred: 05/06/2019 FY of Last Payment: 2031 RNK Investments Rebates Debt/Obligation Type: Rebates Principal: 128,710 Interest: 0 Total: 128,710 Annual Appropriation?: Yes Date Incurred: 05/16/2022 FY of Last Payment: 2029 3 Stooges (Wagner) Rebates Debt/Obligation Type: Rebates Principal: 8,890 Interest: 0 Total: 8,890 Annual Appropriation?: Yes Date Incurred: 05/06/2024 FY of Last Payment: 2033 JSA Dev (425 Franklin) Rebates Debt/Obligation Type: Rebates Principal: 68,700 Interest: 0 Total: 68,700 Annual Appropriation?: Yes Date Incurred: 10/02/2023 FY of Last Payment: 2041 3 Stooges WARP Dr Rebates Debt/Obligation Type: Rebates Principal: 122,700 Interest: 0 Total: 122,700 Annual Appropriation?: Yes Date Incurred: 04/17/2023 FY of Last Payment: 2031 International Paper Company Debt/Obligation Type: Rebates Principal: 11,567,070 Interest: 0 Total: 11,567,070 Annual Appropriation?: Yes Date Incurred: 01/06/2025 FY of Last Payment: 2041 Cedar River Contracting Rebates Debt/Obligation Type: Rebates Page 278 of 865 Principal: 286,700 Interest: 0 Total: 286,700 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2031 BKKS Holdings Rebates Debt/Obligation Type: Rebates Principal: 248,110 Interest: 0 Total: 248,110 Annual Appropriation?: Yes Date Incurred: 07/07/2025 FY of Last Payment: 2031 3 Stooges (Geraldine) Rebates Debt/Obligation Type: Rebates Principal: 68,586 Interest: 0 Total: 68,586 Annual Appropriation?: Yes Date Incurred: 07/21/2025 FY of Last Payment: 2033 Back Alley Printers Rebate Debt/Obligation Type: Rebates Principal: 25,840 Interest: 0 Total: 25,840 Annual Appropriation?: Yes Date Incurred: 02/05/2024 FY of Last Payment: 2036 Kent Dierks Rebates Debt/Obligation Type: Rebates Principal: 37,820 Interest: 0 Total: 37,820 Annual Appropriation?: Yes Date Incurred: 11/21/2024 FY of Last Payment: 2030 Zydeco Investments Rebates Debt/Obligation Type: Rebates Principal: 889,770 Interest: 0 Total: 889,770 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2046 Parcel H Airport Land Release Debt/Obligation Type: Internal Loans Principal: 294,750 Interest: 0 Total: 294,750 Annual Appropriation?: Yes Date Incurred: 09/02/2025 Page 279 of 865 FY of Last Payment: 2026 Page 280 of 865 rban Renewal Report, Fiscal Year 2024 - 202 Non -Rebates For EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: TIF Expenditure Amount: Tied To Debt: Tied To Project: 11,500 GO Bonds Fund 419 GO Bonds North Crossing (Logan Plaza) 8,942 North Crossing Platting and Design North Crossing (Logan Plaza) 65,623 Demolition Costs Demolition Costs 8,942 North Crossing Platting and Design North Crossing Platting and Design 61,373 Administrative Expenses Administrative Expenses 5,131 Chamberlin Expenses Chamberlin Expenses 2,750,000 Byrnes and Gates Park Transformation Byrnes and Gates Park Transformation 148,640 MidAm Gas Distribution MidAmerican Gas Main Extension 358,857 MidAm Electrical Dist Warp and Hyper MidAmerican Electrical Service 40,011 MidAm Warp and Hyper Street Lights MidAmerican Street Lights 53,641 Waterworks Frontage Footage Water Works Front Footage 85,000 JSA 425 Franklin Grant JSA Dev 425 Franklin 134,195 St Mary's Demo and Oversight Costs St Mary's Site Project 178,322 Airport land Acq parcel f and f2 Airport Land Acquisition for IP Page 281 of 865 TIF Expenditure Amount: 5,000 Tied To Debt: HCC Foundation Dev Grant Tied To Project: HCC Foundation Dev Grant TIF Expenditure Amount: 60,969 Tied To Debt: Backbone Design for EDA Match Tied To Project: Fiber Design Work TIF Expenditure Amount: 1,751,468 Tied To Debt: WARP 4th Addition Tied To Project: WARP 4th Addition TIF Expenditure Amount: 3,200 Tied To Debt: 2790 Livingston ESA Phases Tied To Project: ESA Phases Livingston Ln TIF Expenditure Amount: 10,000 Tied To Debt: Habitat Infi11 Grant Tied To Project: Habitat Infill Grants TIF Expenditure Amount: 37,000 Tied To Debt: Habitat Acq Grant - 512 Almond Tied To Project: Habitat Acquisition TIF Expenditure Amount: 13,017 Tied To Debt: 500 Lake Street Acq Tied To Project: 500 Lake St Acq TIF Expenditure Amount: 4,014 Tied To Debt: Farm Lease Taxes Tied To Project: Farm Lease Taxes TIF Expenditure Amount: 8,792 Tied To Debt: Grow Cedar Valley Tied To Project: GROW Cedar Valley TIF Expenditure Amount: 18,252 Tied To Debt: Salaries Tied To Project: Salaries TIF Expenditure Amount: 283,050 Tied To Debt: Parcel G Airport Land Release Tied To Project: Airport Land Acquisition for IP TIF Expenditure Amount: 294,750 Tied To Debt: Parcel H Airport Land Release Tied To Project: Airport Land Acquisition for IP Page 282 of 865 rban Renewal Report, Fiscal Year 2024 - 202 Rebates For EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA 2701 Midport Blvd TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 511 E 5th Street TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2815 WCF&N TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 419 E Donald TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2140 Logan Ave TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 1631 Logan Ave TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Logan TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: Aline ALO Hangar 561,956 ConAgra ConAgra Rebate ConAgra Development Agreement 2038 101,680 Kwwl Television KWWL Rebates KWWL 2028 46,252 Hydrite Hydrite Chemical Co Rebate Hydrite Chemical Co Development Agreement 2024 21,625 Avita Expansion Avita 2018 Expansion Rebates Avita Development Agreement 2025 191,966 North Crossing North Crossing (Logan Plaza) North Crossing (Logan Plaza) 2030 49,754 GBG LLC GBG LLC Rebates GBG LLC Rebates 2029 0 Paramount Investments Paramount Investments Paramount Investments 2027 Page 283 of 865 TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2830 Geraldine TIF Expenditure Amount: Rebate Paid To: Tied To Project: Projected Final FY of Rebate: 3180 W Airline Hwy TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2811-2813 Geraldine Rd TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3111 W. Airline Hwy TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 2790 Livingston Ln TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 3210 W Airline TIF Expenditure Amount: Rebate Paid To: Tied To Debt: Tied To Project: Projected Final FY of Rebate: 30,988 Aline ALO Hangar A -Line ALO Rebates A -Line ALO Rebates 2042 0 Cedar Valley Warehouse II Cedar Valley Warehouse II Development Agreement 2024 18,250 Koelker Properties LLC Koelker Properties Koelker Properties, LLC Development Agreement 2031 0 WBM, LLC WBM, LLC WBM LLC Rebates 2031 0 Superior Properties, LLC Superior Properties, LLC Superior Properties, LLC Rebates 2034 186,728 Dahlstrom Development LLC Dahlstrom Development Rebates Dahlstrom Development Rebates 2033 25,742 RNK Investments LLC RNK Investments Rebates RNK Investments Rebates 2029 Page 284 of 865 ban Renewal Report, Fiscal Year 2024 - 202411 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) WATERLOO CITY/WATERLOO SCH/WATERLOO AIRPORT UR TIF INCR 070164 1991 2000 No Slum Blighted Economic Development TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Assessed 0 0 11,111,470 38,988,810 0 0 Taxable 0 0 9,357,617 34,827,985 0 0 Homestead Credits Total 50,100,280 44,185,602 UR Designation 01/1995 01/1995 No Gas/Electric Utility 0 0 Total Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 328,820 44,185,602 44,185,602 0 0 FY 2025 TIF Revenue Received: 6,660,868 TIF Taxing District Data Collection Local Government Name: Urban Renewal Area: TIF Taxing District Name: TIF Taxing District Inc. Number: TIF Taxing District Base Year: FY TIF Revenue First Received: Subject to a Statutory end date? WATERLOO (07G054) EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) WATERLOO CITY AG/WATERLOO SCH/WATERLOO AIRPORT UR TIF 'NCR 070166 1991 2000 No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military 172,430 0 123,868 0 Assessed Taxable Homestead Credits Slum Blighted Economic Development Frozen Base Value Fiscal Year 2025 20,440 FY 2025 TIF Revenue Received: 0 Total 0 0 0 0 172,430 0 0 0 0 123,868 UR Designation 01/1995 01/1995 No Gas/Electric Utility Total 0 172,430 0 123,868 0 Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used 123,868 123,868 0 0 Page 285 of 865 ban Renewal Report, Fiscal Year 2024 - 20 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO LOGAN UR TIF INCR TIF Taxing District Inc. Number: 070236 TIF Taxing District Base Year: 2003 FY TIF Revenue First Received: 2007 Subject to a Statutory end date? No UR Designation Slum No Blighted 01/2004 Economic Development 01/2004 TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 923,470 24,665,440 0 0 0 25,588,910 0 25,588,910 Taxable 0 427,960 21,476,322 0 0 0 21,904,282 0 21,904,282 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 4,109,550 21,479,360 21,479,360 0 0 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/WATERLOO LOGAN UR TIF INCR TIF Taxing District Inc. Number: 070238 TIF Taxing District Base Year: 2003 FY TIF Revenue First Received: 2011 Subject to a Statutory end date? No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Assessed 37,950 Taxable 27,263 Homestead Credits UR Designation Slum No Blighted 01/2004 Economic Development 01/2004 Commercial Industrial Other Military Total Gas/Electric Utility Total 0 0 0 0 0 37,950 0 37,950 0 0 0 0 0 27,263 0 27,263 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 14,030 23,920 23,920 0 0 FY 2025 TIF Revenue Received: 0 0 Page 286 of 865 ban Renewal Report, Fiscal Year 2024 - 20 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/WATERLOO AIRPORT AMD 1 INCR TIF Taxing District Inc. Number: 070254 TIF Taxing District Base Year: 2004 FY TIF Revenue First Received: 2007 Subject to a Statutory end date? No UR Designation Slum 12/2004 Blighted 12/2004 Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 17,142,703 64,760,217 47,854,750 0-100,354 129,543,566 0 129,543,566 Taxable 0 7,944,413 51,905,576 41,157,305 0-100,354 100,793,190 0 100,793,190 Homestead Credits 88 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 66,310,790 63,333,130 63,446,880 -113,750 -4,236 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/WATERLOO AIRPORT AMD 1 INCR TIF Taxing District Inc. Number: 070256 TIF Taxing District Base Year: 2004 FY TIF Revenue First Received: 2011 Subject to a Statutory end date? No UR Designation Slum 12/2004 Blighted 12/2004 Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 490,870 0 0 0 0 0 490,870 0 90,870 Taxable 352,628 0 0 0 0 0 352,628 0 352,628 Homestead Credits 0 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 220,040 270,830 270,830 0 0 FY 2025 TIF Revenue Received: 0 Page 287 of 865 ban Renewal Report, Fiscal Year 2024 - 202 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH WATERLOO LOGAN UR TIF AMD1 INCR TIF Taxing District Inc. Number: 070318 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 132,974,080 30,284,050 1,235,620 0-425,043 162,848,456 0 162,848,456 Taxable 0 61,623,984 23,461,204 901,475 0-425,043 84,341,369 0 84,341,369 Homestead Credits iL 864 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 112,689,800 50,583,699 51,803,950 -1,220,251 -45,446 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH WATERLOO LOGAN UR TIF AMD1 INCR TIF Taxing District Inc. Number: 070320 TIF Taxing District Base Year: 2014 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 0 0 0 0 0 0 0 Taxable 0 0 0 0 0 0 0 0 Homestead Credits Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 0 0 0 0 0 FY 2025 TIF Revenue Received: 0 Page 288 of 865 ban Renewal Report, Fiscal Year 2024 - 202411 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/EAST WATERLOO UNIFIED UR TIF INCR TIF Taxing District Inc. Number: 070328 TIF Taxing District Base Year: 2015 FY TIF Revenue First Received: Subject to a Statutory end date? No UR Designation Slum No Blighted No Economic Development No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 14,382,182 6,713,478 1,107,410 0-48,000 22,044,570 0 F-22,044,570 Taxable 0 6,665,093 3,891,592 762,600 0-48,000 11,160,785 0 11,160,785 Homestead Credits 103 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 20,200,380 1,892,190 2,002,690 -110,500 -4,115 FY 2025 TIF Revenue Received: 0 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: EAST WATERLOO UNIFIED UR & REDEVELOPMENT AREA (07045) TIF Taxing District Name: WATERLOO CITY AG/WATERLOO SCH/EAST WATERLOO UNIFIED UR TIF INCR TIF Taxing District Inc. Number: 070431 TIF Taxing District Base Year: 2015 FY TIF Revenue First Received: Subject to a Statutory end date? No TIF Taxing District Value by Class - 1/1/2023 for FY 2025 Agricultural Residential Assessed 26,700 Taxable 19,180 Homestead Credits UR Designation Slum No Blighted No Economic Development No Commercial Industrial Other Military Total Gas/Electric Utility Total 0 0 0 0 0 26,700 0 26,700 0 0 0 0 0 19,180 0 19,180 Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not Used Fiscal Year 2025 19,940 6,760 6,760 0 0 FY 2025 TIF Revenue Received: 0 0 Page 289 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 2025 Urban Renewal Area Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SCHOITZ URBAN RENEWAL UR Area Number: 07051 UR Area Creation Date: UR Area Purpose: Base Increment Increment Tax Districts within this Urban Renewal Area No. No. Value Used WATERLOO CITY/WATERLOO SCH/SCHOITZ ECONOMIC DEVELOPMENT UR TIF INCREM 070438 070439 2,294,870 Urban Renewal Area Value by Class -1/1/2023 for FY 2025 Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total Assessed 0 557,840 3,288,080 0 0 0 3,845,920 0 Taxable 0 258,518 2,697,329 0 0 0 2,955,847 0 Homestead Credits TIF Sp. Rev. Fund Cash Balance Amount of 07-01-2024 Cash Balance as of 07-01-2024: -683 0 Restricted for LMI 3,845,920 2,955,847 0 TIF Revenue: 85,470 TIF Sp. Revenue Fund Interest: 0 Property Tax Replacement Claims 0 Asset Sales & Loan Repayments: 0 Total Revenue: 85,470 Rebate Expenditures: Non -Rebate Expenditures: Returned to County Treasurer: Total Expenditures: 0 60,143 0 60,143 TIF S F'und Cash Balance Amount of 06-30-2025 Cash Balance as of 06-30-2025: 24,644 0 Restricted for LMI Page 290 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202.20 Projects For WATERLOO SCHOITZ URBAN RENEWAL Administrative Expenses Description: Classification: Physically Complete: Payments Complete: C-10 Investments Description: Classification: Physically Complete: Payments Complete: C-10 Investments Rebates Description: Classification: Physically Complete: Payments Complete: Administrative Expenses Administrative expenses No No C-10 Investments Commercial - apartment/condos (residential use, classified commercial) Yes Yes Rebates for C-10 Investments Commercial - apartment/condos (residential use, classified commercial) Yes No Page 291 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 202i 20 Debts/Obligations For WATERLOO SCHOITZ URBAN RENEWAL Administrative Expenses Debt/Obligation Type: Internal Loans Principal: 143 Interest: 0 Total: 143 Annual Appropriation?: Yes Date Incurred: 06/16/2025 FY of Last Payment: 2025 C-10 Investments Infi11 Grant Debt/Obligation Type: Other Debt Principal: 60,000 Interest: 0 Total: 60,000 Annual Appropriation?: Yes Date Incurred: 10/18/2021 FY of Last Payment: 2025 C-10 Investments Rebate Debt/Obligation Type: Rebates Principal: 103,504 Interest: 0 Total: 103,504 Annual Appropriation?: Yes Date Incurred: 10/18/2021 FY of Last Payment: 2033 Page 292 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 20 Non -Rebates For WATERLOO SCHOITZ URBAN RENEWAL TIF Expenditure Amount: 143 Tied To Debt: Administrative Expenses Tied To Project: Administrative Expenses TIF Expenditure Amount: 60,000 Tied To Debt: C-10 Investments Infill Grant Tied To Project: C-10 Investments Page 293 of 865 ♦ Annual Urban Renewal Report, Fiscal Year 2024 - 201111 TIF Taxing District Data Collection Local Government Name: WATERLOO (07G054) Urban Renewal Area: WATERLOO SCHOITZ URBAN RENEWAL (07051) TIF Taxing District Name: WATERLOO CITY/WATERLOO SCH/SCHOITZ ECONOMIC DEVELOPMENT UR TIF INCREM TIF Taxing District Inc. Number: 070439 TIF Taxing District Base Year: 0 FY TIF Revenue First Received: Subject to a Statutory end date? No TIF Taxing District Value by Class Agricultural Assessed Taxable Homestead Credits Slum Blighted Economic Development UR Designation No No No - 1/1/2023 for FY 2025 Residential Commercial Industrial Other Military Total Gas/Electric Utility Total 0 557,840 3,288,080 0 258,518 2,697,329 Frozen Base Value Fiscal Year 2025 1,551,050 Max Increment Value 2,294,870 FY 2025 TIF Revenue Received: 85,470 0 0 0 3,845,920 0 0 0 2,955,847 0 0 3,845,920 2,955,847 0 m. Increment Used Increment Not Used Increment Revenue Not Used 2,294,870 0 0 Page 294 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution setting date of public hearing as December 1, 2025, to approve a request by the City of Waterloo to rezone approximately 0.33 acres from "C-1, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District, and instruct the City Clerk to publish notice. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION The City of Waterloo is requesting to rezone the property in question from "C-1, C-Z" Conditional Zoning District back to "R-2" One and Two Family Residence District. Previous owners of the property requested to rezone the property in 2003 from "R-2" One and Two Family Residence District to "C-1, C-Z" Conditional Zoning District in order to operate a commercial kennel service at the property. The property was sold at tax sale in 2010, and it appears that the applicants at that time never built the kennels that they had proposed. The property went through a recent owner change and the new owners came to the Planning Office to ask about some questions about the property and staff at that time asked if they were willing to allow the property to be rezoned back to residential to which they had no objections and signed the application form. NEIGHBORHOOD IMPACT The request to rezone the property would not appear to have a negative impact upon the surrounding area, as the property is residential, and this will rezone the property back to residential, as there is no active or planned commercial use of the property. DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS A public hearing was held by the Planning, Programming, and Zoning Commission at their November 12, 2025 meeting and notices were sent to property owners within 250 feet. Page 295 of 865 SOURCE OF EXPENDITURES N/A ALTERNATIVE ACTION LEGAL DESCRIPTION SHILLIAMS FOURTH ADDITION LOTS 11 & 12 of BLK 2 ATTACHMENTS 1. Staff Report - 541 Albany Page 296 of 865 CITY OF k9 `- WATERLOO Planning & Zoning TO: PREPARER: PZ MEETING DATE: REQUEST: APPLICANT: LOCATION: Planning, Programming, and Zoning Commission John Dornoff, Planner II November 12, 2025 Rezone approximately 0.33 acres from "C-1, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District City of Waterloo 541 Albany Street SURROUNDING LAND USES AND IMPACT ON NEIGHBORHOOD: SUMNER ST ONEDAST The request to rezone the property would not appear to have a negative impact upon the surrounding area, as the property is residential, and this will rezone the property back to residential, as there is no active or planned commercial use of the property. Page 297 of 865 VEHICULAR & The proposed rezone would not appear to have a negative PEDESTRIAN impact upon vehicular or pedestrian traffic conditions in the TRAFFIC area. The site is served by Albany Street and Lewis Street, CONDITIONS: which are local streets. RELATIONSHIP TO The Martin Luther King Jr. trail is located 0.07 miles to the RECREATIONAL south. There is a sidewalk along the south side of Albany TRAIL PLAN AND Street. COMPLETE STREETS POLICY: _ — WILLOW ST — — — — — — 541 Albany Street ZONING HISTORY FOR SITE AND IMMEDIATE VICINITY: The area in question has been zoned "C-1, C-Z" Conditional Zoning District since being rezoned from "R-2" One and Two Family Residence District with the adoption of Zoning Ordinance 4619 on June 16, 2003. Surrounding land uses and their zoning designations are as follows: North — Vacant land, zoned "R-2" One and Two Family Residence District. South —Albany Street, residential and vacant land zoned "R- 2" One and Two family Residence District. East — Lewis street, residential and vacant land zoned "C-1" Commercial District. Page 298 of 865 DEVELOPMENT HISTORY: PUBLIC /OPEN SPACES/ SCHOOLS: FLOODPLAIN: DRAINAGE: UTILITIES: WATER, SANITARY SEWER, STORM SEWER, ETC West — Residential and vacant land zoned "R-2" One and Two Family Residence District. Residential built between 1929 and 2017, and a detached garage without a primary structure built in 1978. Cunningham School of Excellence is 0.49 miles to the southeast, George Washington Carver Middle School is located 1.77 miles to the northwest, and East High School is located 0.75 miles to the west. Furgerson-Fields Park is located 0.26 miles to the northwest. No portion of the property is located within a flood plain as indicated by the Federal Insurance Administration's Flood Insurance Rate Map, Community Number 190025 0189F, dated July 18, 2011. The proposed request would not appear to have a negative impact upon drainage in the area as there will be no changes to the property. There is 8" sanitary sewer lines in Albany Street and Lewis Street south of Albany Street, a 4" sanitary sewer line in Lewis Street north of Albany Street, and water mains in Lewis and Albany streets. Water Main 541 Albany Street 8 inch sanitary sewer 8 inch sanitary sewer 4 inch sanitary sewer inch sanitary sewer Page 299 of 865 STAFF ANALYSIS — ZONING ORDINANCE STAFF ANALYSIS — SUBDIVISION ORDINANCE STAFF ANALYSIS — SITE ANALYSIS: TECH REVIEW AND UPDATES: PLANNING, PROGRAMMING AND ZONING COMMISSION: RELATIONSHIP TO COMPREHENSIVE LAND USE PLAN: The rezone meets all requirements of the Zoning Ordinance. The applicants are not looking to subdivide the property at this time. The City of Waterloo is requesting to rezone the property in question from "C-1, C-Z" Conditional Zoning District back to "R-2" One and Two Family Residence District. Previous owners of the property requested to rezone the property in 2003 from "R-2" One and Two Family Residence District to "C-1, C-Z" Conditional Zoning District in order to operate a commercial kennel service at the property. The property was sold at tax sale in 2010, and it appears that the applicants at that time never built the kennels that they had proposed. The property went through a recent owner change and the new owners came to the Planning Office to ask about some questions about the property and staff at that time asked if they were willing to allow the property to be rezoned back to residential to which they had no objections and signed the application form. TBD TBD The Future Land Use Map designates this area as Low Density Residential. The proposed site plan amendment would be in conformance with the Comprehensive Plan and Future Land Use Map for this area. Page 300 of 865 WILLOW ST 541 Albany Street Future Land Use Map: Low Density Residential LEWIS ST ALBANYST ,PIIII I Ilflll !•.I iiollli I Picture 1: 541 Albany Page 301 of 865 Picture 2: Looking west from Lewis Street. Picture 3: Looking southwest from Lewis Street. Page 302 of 865 STAFF Therefore, staff recommends that the request the City of RECOMMENDATION: Waterloo to rezone approximately 0.33 acres from "C-1, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District located at 541 Albany Street, be approved for the following reasons: 1. The request is in conformance with the Comprehensive Plan and Future Land Use Map for this area. 2. The request would not appear to have a negative impact on traffic conditions in the area. 3. The request would return the property to its original residential zoning. Page 303 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution setting date of public hearing as December 1, 2025, to approve a request by Luke and Megan Finley to rezone approximately 1.18 acres from "A-1" Agricultural District to "R-1" One and Two Family Residence District located east of 930 East Orange Road, and instruct the City Clerk to publish notice. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION The rezone request meets all the requirements of the Zoning Ordinance by the property meeting the minimum bulk requirements for the "R-1" One and Two Family Residence District. The applicant is proposing to rezone approximately 1.18 acres in order to build a new single-family home. The property is 4.61 acres. There are agricultural buildings on the property already. The rezone request will not affect those buildings, as that part of the property will stay zoned "A-1" Agricultural District. The home will be built in the rezone area. There was recently some right-of-way that was condemned along Hammond Avenue. The condemned area runs at an angle to the road. This has not shown up in the maps yet. The size of the rezone area is approximate to take this into account. NEIGHBORHOOD IMPACT The request would not appear to have a negative impact on the neighborhood as the area has agricultural fields, a few houses, as well as Hawkeye Community College and apartment buildings. DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS The Planning, Programming and Zoning Commission will be holding a public hearing on November 12, 2025, and their recommendation will be given at that time. Notice was sent out to property owners within 250 feet. Page 304 of 865 SOURCE OF EXPENDITURES N/A ALTERNATIVE ACTION LEGAL DESCRIPTION The South 200 feet of the North 436 feet of the East 335 feet of the Northeast'/ of the Northeast'/ of Section 22, T88N, R13W, City of Waterloo, Black Hawk County, Iowa. ATTACHMENTS 1. Staff Report- E Orange Rd Rezone Page 305 of 865 VCITY OF ,}WATERLOO Planning & Zoning TO: PREPARER: PZ MEETING DATE: REQUEST: APPLICANT: LOCATION: Planning, Programming, and Zoning Commission Joseph Geilman, Planner I November 12, 2025 Rezone approximately 1.18 acres from "A-1" Agricultural District to "R-1" One and Two Family Residence District to build a new single family home. Luke and Megan Finley East of 930 East Orange Road. x SURROUNDING LAND USES AND IMPACT ON NEIGHBORHOOD: E ORANGE RD SERVICE CT- �FCTyr; 0- co co N U 0)--VISION st---- R-4,R- (IRISH DR• 4 CT.` -SHA,u?OCK DR °R. m The request would not appear to have a negative impact on the neighborhood as the area has agricultural fields, a few houses, as well as Hawkeye Community College and apartment buildings. Page 306 of 865 VEHICULAR & PEDESTRIAN TRAFFIC CONDITIONS: RELATIONSHIP TO RECREATIONAL TRAIL PLAN AND COMPLETE STREETS POLICY: ZONING HISTORY FOR SITE AND IMMEDIATE VICINITY: The proposed rezone would not appear to have a negative impact upon vehicular or pedestrian traffic conditions in the area. The site is served by Hammond Avenue, which is a Local Road, and East Orange Road, which is a Collector. There are no recreational trails or sidewalks located near the site. The area in question has been zoned "A-1" Agricultural District since the adoption of the zoning ordinance in 1969. Surrounding land uses and their zoning designations are as follows: North — East Orange Road and agricultural land, zoned "A-1" Agricultural District. South —Agricultural land, zoned "A-1"Agricultural District. East — Hammond Avenue and agricultural land, zoned "R-4, R- P" Planned Residence District, as well as Hawkeye Community College and apartments West —Agricultural buildings, single family homes, and agricultural land, zoned "A-1" Agricultural District. Page 307 of 865 DEVELOPMENT HISTORY: PUBLIC /OPEN SPACES/ SCHOOLS: FLOODPLAIN: DRAINAGE: UTILITIES: WATER, SANITARY SEWER, STORM SEWER, ETC. The surrounding area consists primarily of agricultural land. The two homes to the west of the rezone site were built in 1922 and 1967. Orange Elementary School is approximately a mile to the northwest of the rezone site. Hawkey Community College is approximately half a mile to the northeast of the site. There are no parks in close proximity to the rezone site. The southeast corner of the rezone area is located within a flood plain as indicated by the Federal Insurance Administration's Flood Insurance Rate Map, Community Number 190025 0312G, dated May 8, 2024. A drainage plan is not required for this request. There is a 12" Water Main running along Hammond Avenue and East Orange Road. There is an 18" Sanitary Sewer Main 530 feet to the south of the rezone area. Page 308 of 865 E ORANGE RD STAFF ANALYSIS — ZONING ORDINANCE STAFF ANALYSIS — SUBDIVISION ORDINANCE STAFF ANALYSIS — SITE ANALYSIS: 7V11% The rezone request meets all the requirements of the Zoning Ordinance by the property meeting the minimum bulk requirements for the "R-1" One and Two Family Residence District. The applicants are not looking to subdivide the property at this time. The applicant is proposing to rezone approximately 1.18 acres in order to build a new single-family home. The property is 4.61 acres. There are agricultural buildings on the property already. The rezone request will not affect those buildings, as that part of the property will stay zoned "A-1"Agricultural District. The home will be built in the rezone area. There was recently some right-of-way that was condemned along Hammond Avenue. The condemned area runs at an angle to the road. This has not shown up in the maps yet. The size of the rezone area is approximate to take this into account. Page 309 of 865 Picture 1: Looking northwest from Hammond Avenue at area to be rezoned. Picture 2: Looking southwest from Hammond Avenue at the area to be rezoned Page 310 of 865 TECH REVIEW AND TBD UPDATES WAYNE CLAASSEN ENGINEERING AND SURVEYING. INC. P_0_ BOX 899 WATERLOO. IOWA 50704-089$ 100 1 INCH = 100 FEET Lot 1 Harkeys Weights Si.fisinn w N90000o 1 42.72' 4.26 NgO•OO'OO'C 224.25' PHONE (VOICE) 319-235-6294 (FAX) 319-235-0028 ACQUISITION PLAT Part of the NE 1/4 of Sec. 22—T88N--R13W, Waterloo. Black Hawk County. Iowa Survey for. Waterloo Water Works Proprietor. Roger T. Kaiserr Revocable Trust Orange Road � 33Y35.001, ass.s2' g (N5zEr \N\ sours.' RIGHT--OF—WAY UNE. ORANGE ROAD 308.15' 4- �Q'r (0O6'52'53'0) (3ODO,) n 55244 1 _1 1 (30.00 ye fAarkaHeights i Ion `—� s,lwwmlon d-- h EC1 R T25 3 4 - 119-15• L Trott A' norzza- X 0 `x� V l SFIELD BOOK 746-01 1 PONT OF BEGINNING,ty TEMP. CONSTRUCTION EASE (509-13'52,10 NORTH UNE, PARCEL 'A (32Th') N99'40 1/4'E-302.75'(N115'92'53'0_ (30.507 (5ser52.5300y (s5�1') NORTHEAST COR.. PARCEL 'A Potosi 'A' Don. No- 2017-15794 SHEET 2 OF-'2NNis POINT OF COMMENCEMENT NE CORNER, SEC- 22-108N—R13W (FOUND 1/2' BEBAR) Doc. No. 2017-15660 (FOUND PIN& ORANGE S)� PERNr OF BEGINNING, ACQUISITION mmvnd Avenue ON 31IJ S3a Page 311 of 865 PLANNING, PROGRAMMING AND ZONING COMMISSION RELATIONSHIP TO COMPREHENSIVE LAND USE PLAN: TBD The Future Land Use map designates this area as Mixed Residential: Low, Medium, High Density Residential, Professional offices. This request is in conformance with the Comprehensive Plan and Future Land Use Map. —EORANGERD ✓ 930 East Orange Road P!ii1!i I A . -, _ . .... • i Area to be rezoned m 11.1 — F Future Land Use Map' Mixed Residential 'lk M Mai_ 1 1 °FW4?f• 4. ~ o I� .- e w E •� v= T o _ — STAFF RECOMMENDATION: Therefore, staff recommends that the request to rezone approximately 1.18 acres from "A-1" Agricultural District to "R- 1" One and Two Family Residence District to build a new single family home, be approved for the following reasons: 1. The request is in conformance with the Comprehensive Plan and Future Land Use Map for this area. 2. The request would not appear to have a negative impact on the surrounding area. Page 312 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution setting date of public hearing as December 1, 2025, to authorize the sale and conveyance of 217-221 W. 5th Street (Central Battery Building), to The Battery Building, LLC, in the amount of $1.00, for the approximate $6.63 million rehabilitation of an approximately 16,700 square foot three- story building, into residential and commercial space, including approval of a Development and Minimum Assessment Agreement, and instruct the City Clerk to publish notice. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION The City of Waterloo received a proposal back from the Battery Building, LLC after sending out a request for proposal in August 2025. The Battery Building LLC is proposing to redevelop the building into 19 residential units and a cafe and coworking/event space. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION The Northeasterly 60 feet of Lots 6 and 7 and the Northeasterly 60 feet of the Northwesterly 40 feet of Page 313 of 865 Lot 8, Block 9, Original Plat on the West Side of the Cedar River, in the City of Waterloo, Black Hawk County, Iowa. Parcel No. 8913-26-278-012 ATTACHMENTS 1. AstroCommons 221 W 5th Proposal Page 314 of 865 ■ • w r 1 M r 1 1 1 M Central Battery Building Redevelopment Proposal 221 West 5th Street, Waterloo, IA iO 2025 Astra Commons LLC. All Rights Reserved. Photo copyrights of respective owners Page 316 of 865` AstrciCommons September 22, 2025 City of Waterloo Planning Department Attn: L,exi Schneider 715 Mulberry Street Waterloo, IA 50703 Re: Proposal Submission - 221 West 3tlt Street (Central Battery Building) Dear Ms. Schneider and Members oftho Selection Committee, On behalf of Astra Commons and its Partners, I am pleased to submit this proposal for the redevelopment of the property at 221 West 5th Street, Waterloo, lA - formerly known as the Central Battery Building. We view this project as an opportunity to preserve and reima&ne a key downtown property while advancing Waterloo's goals of revitalization, fax base expansion, and community vitality. Our proposal addresses each of the requirements outlined in the Request for Proposals issued July 18, 2025, We have provided: • A project description and use plant that brings new economic activity and housing opportunities into downtown, while respecting the architectural character of the building. • A feasible timeline for design, construction, and occupancy that demonstrates our readiness to proceed. • A financing strategy supported by our development team and financial partners, with evidence of capacity to complete the project in a timely manner. • A qualified project team, experienced in adaptive reuse, community engagement, and downtown development. The team brings together a strategic combination of experience and ideas from multiple markets and extensive local knowledge to produce an approach that is both unique and rooted in site context. • Consideration of incentives and economic impact, illustrating how this investment will strengthen Waterloo's downtown commercial tax base, create new jobs, and support long-term revitalization. We are excited about working with City staff and the Waterloo City Council to finalize a Development Agreement that reflects a shared vision for this property. We are confident our proposal will demonstrate both the financial feasibility and community value the City is seeking. Thank you for the opportunity to submit this proposal. We look forward to further discussions and to the possibility of contributing to the ongoing success of Downtown Waterloo. Sincerely, tiyvveb,r-tvil, Moblla Khan Principal Astra Corn inons J Page 317 of 865 MO FOR PARTS STRADARO n•TTERY & EIF CTRIC CO 1 r+ 1, 21 N‘ e .318 of 865 CONTENTS 1. EXECUTIVE SUMMARY 1 2. PROJECT PLAN 3 CONCEPT 4 DESIGN 5 PROPOSED BUILDING PLANS 6 MATERIALS USED AND DESIGN APPROACH 8 SITE CONTEXT 9 PARKING AND TRAFFIC FLOW 10 3. PROJECT IMPACT 11 4. DEVELOPMENT AND FINANCING STRATEGY 12 PROJECT TIMELINE AND MILESTONES 13 ' WHY THIS MA fERS TO THE CITY 14 FINANCIAL CAPACITY 15 5. PROJECT TEAM AND STRUCTURE 17 TEAM BIO 18 RELEVANT PROJECIS 21 6. PARTNERSHIPS 25 7. PURCHASE OFFER 26 APPENDIX A: RFP COMPLIANCE MATRIX 27 ATTACHMENT A: LEITER OF IN l`F,NT — MIDNIGHT COFFEE 28 Page 319 of 865 go• THE BATTERY AT FIFTH by Astra Commons 1. EXECUTIVE SUMMARY The Battery at 5th will recharge downtown Waterloo's battery by transforming the historic Central Battery Building into a vibrant hub of housing, commerce, and community life. This $6,6 million redevelopment preserves one of Waterloo's most distinctive Arts & Crafts facades while reimagining its interior for modern use. By blending historic preservation with forward -looking design, the project will energize West 5th Street and strengthen downtown's role as the civic heart of the city. At street level, the restored ground floor will feature a cafe and coworking/event space that bring steady activity throughout the day and evening. These transparent, active storefronts signal renewal, while the alleyway behind the building will be enhanced with murals, lighting, and seating to create an inviting public amenity. Above, nineteen new residential units —ranging from studios to two - bedrooms —will broaden downtown's housing options for professionals, creatives, and empty nesters. Together, these uses create a rhythm of daily life that strengthens nearby businesses and ensures the building contributes to the vitality of its surroundings. The project's impact extends beyond its walls. By reviving an underutilized property, The Battery restores a landmark to productive use, adds new housing supply where demand is unmet, and generates lasting economic value through jobs, foot traffic, and increased tax base. Like the batteries once manufactured here, the redeveloped building will serve as a storehouse of community energy, channeling it outward into downtown's cultural, civic, and commercial life. The Battery is led by Astra Commons, an Iowa -based developer specializing in community -oriented projects that combine adaptive reuse with innovative partnerships. Working with local experts in architecture, real estate, and community development, Astra Commons brings both the technical capacity and the civic commitment to deliver a project that is financially feasible, socially impactful, and authentically rooted in Waterloo's identity. In short, The Battery is designed not only to preserve the past but to spark the future —recharging downtown Waterloo for decades to come. Page 321 of 865 4-1 Page 322 of 86E THE BATTERY AT FIFTH 3 by Astra Commons I 2. PROJECT PLAN The Battery at I fifth The Battery at 5th is designed to recharge downtown Waterloo's battery — transforming the historic Central Battery Building at 221 West 5th Street into a source of new energy for the city. This 27,240 SF mixed -use redevelopment blends preservation, modern housing, and community -focused commercial space to energize West 5th Street and strengthen the downtown core. Anchored by a 4,500 SF cafe and coworking/event space, paired with 19 new residential units, the project ensures consistent activity from morning to night and across the week. The design respects the building's rare white -and -green Arts and Crafts facade while delivering 21st century systems, accessibility, and sustainability. By activating underutilized space, adding diverse housing, and expanding the tax base, The Battery shows how historic preservation can become a catalyst for forward -looking urban investment. 1. ACTIVATION WITH PRESERVATION 2. ENERGY + MOMENTUM 3. COMMUNITY ORIENTED HOUSING 4. CIVIC SPARK Page 323 of 865 THE BATTERY AT FIFTH by Astra Conwaons 14 CONCEPT The guiding idea is to treat the Central Battery Building as both symbol and engine: a project that preserves architectural heritage while recharging downtown Waterloo with new life. (Aft ACTIVATION WITH PRESERVATION The building's distinctive glazed -tile facade, fully restored, serves not only as a preserved artifact of Waterloo's industrial past but also as a stage set for new life. Transparent storefront glass and well -lit interiors transform the ground floor into an open invitation —showing that this is no longer a dormant structure but a landmark pulsing with civic energy. ENERGY + MOMENTUM Daytime and evening rhythms overlap: cafe customers start mornings on West 5th Street; coworking users bring activity throughout the workday; flexible commons space extends use into evenings and weekends with talks, performances, and community events. The result is a steady circulation of people and ideas that ripple outward to neighboring blocks. COMMUNITY -ORIENTED HOUSING The upper floors combine studios, one -bedrooms, and two - bedrooms with amenities designed for sustainable living and connection among residents. This approach ensures downtown housing meets individual needs while building a broader sense of community. With both for -sale and rental pathways and a long- term goal of transitioning all units to owner -occupied —the project advances resident stability and wealth -building. Backed by fresh ideas, new investors, and deep local knowledge, our team brings both passion and innovation to this effort. Ownership diversity invites professionals, creatives, and empty nesters to become stakeholders, not just tenants, transforming the Battery into a catalyst for a resilient, people -centered downtown. CIVIC SPARK Like the batteries once manufactured here, the redeveloped Central Battery Building becomes a generator of civic life. Its ground -floor cafe, coworking, and flexible commons space provide a platform fox lectures, performances, workshops, and neighborhood gatherings. These daily and seasonal events extend the building's impact beyond its walls, drawing people downtown and creating new traditions on West 5th Street. By blending housing, commerce, and cultural activity, the project transforms a dormant landmark into a civic anchor where every $1 of City investment unlocks nearly $10 in outside capital, multiplying impact and fueling sustained momentum for downtown Waterloo. Page 324 of 865 THE BATTERY AT FIFTH $ by Astra Commons DESIGN The design embraces adaptive reuse as both a practical and symbolic choice. It leverages the building's inherent architectural strengths while reconfiguring spaces for contemporaay needs. Key design moves include building and site layout as described below. FIRST FLOOR SECOND FLOOR THIRD FLOOR PUBLIC REALM ENHANCEMENTS PARKING + MOBILITY STRATEGY Programmed for a cafe and coworking/event space, the ground floor emphasizes glass storefronts, high ceilings, and flexible layouts. Outdoor seating along West 5th Street and spillover into the alley provide visible activation. Configured with 10 residential units (4 studios, 6 one -bedrooms), this level offers efficient, modern living spaces ideal for singles and couples seeking downtown convenience. Features 8 units (2 studios, 5 one -bedrooms, 1 two -bedroom). Select units may be tailored as lofts for artists or creative professionals, supporting Waterloo's cultural identity and providing flexible rental opportunities. 6,100 SF existing + 3,200 SF extension buildout Residential Total: 19 units across—12,800 SF, designed to meet market demand for smaller, high -quality urban units. Commercial Total: 4,500 SF The alley will be activated with lighting, murals, and seating, transforming it into a usable public amenity. Rear parking will be improved with drainage and lighting upgrades, while bike parking will encourage multimodal access. To minimize on -site parking demand, the project will include two stalls dedicated to a shared car program exclusively for residents, each EV-ready. Resident parking will be accommodated at the nearby public ramp just one block away, reinforcing the project's walkable, urban character. To further support the retail uses, the development will request that the City deed the parking stalls in front of the building, ensuring convenient access for cafe and coworking patrons. The design emphasizes visibility and permeability ground -floor spaces are transparent and welcoming, while upper floors project warmth and life through restored windows and residential activity. This combination turns the Battery into a symbol of downtown's liveliness. Page 325 of 865 THE BATTERY AT FIFTH 16 by Astra COI/111io11S PROPOSED BUILDING PLANS INAA/17NC,.S I IRS'I' LI :\'I :L CONCI,;P'I' PLAN SEC( )ND LEVEL CONCEPT PLAN Page 326 of 865 THE BATTERY AT FIFTH by Aslra Commons 'I'I-IIRD LEVEL CONCEPT P1...\N Q5. I IuI,IML lhlll , BASEMENT LEVEL L. CONCEPT PLAN Page 327 of 865 THE BATTERY AT FIFTH by Astia Commons I8 MATERIALS USED AND DESIGN APPROACH The Battery's materials strategy focuses on authenticity, durability, and alignment with the building's historic character: Facade Windows & Doors Interior Finishes Public & Commercial Areas Systems Design Philosophy The rare white -and -green glazed brick and historic trim will be carefully cleaned, repaired, and restored, ensuring the building retains its visual identity as one of Waterloo's architectural landmarks. Original wood trim will be restored where feasible, fenestrations will include new energy -efficient glazing while maintaining the historic proportions and rhythms of the facade. Residential units will feature hardwood flooring or polished concrete, exposed brick accents, and modern fixtures that balance industrial character with contemporary comfort. ADA-compliant finishes, high -durability flooring, and modern lighting will ensure accessibility and usability for all visitors. Building systems will be fully modernized — HVAC, electrical, plumbing, and life -safety — to meet 21st-century standards, while sustainability features (such as efficient fixtures and potential EV charging infrastructure) will reduce long-term operating costs. Every material choice will be guided by a dual commitment: respect for the past and readiness for the future. Historic preservation will not be cosmetic but deeply integrated into how people experience the building. Page 328 of 865 THE BATTERY AT FIFTH 19 by Astra Comrnons SITE CONTEXT The Battery sits at a highly visible downtown corner on West 5th Street, adjacent to other historic structures and near two National Register properties. Its position makes it a natural anchor for corridor revitalization, drawing foot traffic from existing businesses while catalyzing new investment. The site offers excellent walkability, access to nearby transit, and proximity to Waterloo's growing network of cultural and civic destinations. By combining housing, commercial uses, and public realm improvements, the project strengthens downtown's identity as a place to live, work, and gather. Zoning C-3 Downtown Central Business District - Required Off -Street Parking: 0 stalls - Off -Street Parking Provided: 6 stalls - CarShare Vehicles Provided: 2 - On -Street Parking: 5 statls Hotel Hotel `Public CarShare Vehicle (Zip / Enterprise) Public Parking Trash • • — — 5-6 Staff / Tenant Parking • e-Tenant Reserved CarShare • . % Vehicle (Zip / Enterprise) %h • PLAN CONCEPT Page 329 of 865 THE BATTERY AT FIFTH by Astra Commons PARKING AND TRAFFIC FLOW The Battery at 5th takes a modern, demand -sensitive approach to parking, designed to reduce reliance on private vehicles while still ensuring residents have convenient access to mobility options. Shared Car Program Resident Parking Traffic Flow Micro -Mobility & Bike Access The project will dedicate two parking stalls —one directly in front of the building and one in the tear —for a shared car service reserved for residents. Each stall will include EV charging capability. By offering this amenity, residents gain flexible access to vehicles without the need for individual car ownership, significantly reducing overall parking demand. Potential Partners (Not confirmed yet) Dterprise CarShare zi carte Instead of building excessive on -site parking, residents will be accommodated through the public parking garage located one block away, which provides ample secure capacity within easy walking distance. This approach avoids costly and space -intensive on -site parking while reinforcing downtown's walkable character. Vehicle access will remain aligned with the current 1 way or planned 2 way circulation of West 5th Street. The project design prioritizes pedestrian comfort and safety, with active storefronts, clear sidewalks, and improved alley connections calming traffic and encouraging foot traffic. Micro -Mobility & Bike Access: The rear alley will incorporate enhanced bike racks and micro -mobility accommodations, supporting cycling and other low -carbon modes of travel. Together with downtown's trail and transit connectivity, these investments expand residents' choices beyond personal cars. By limiting on -site parking to shared vehicles, leveraging the nearby garage for resident use, and creating safe, inviting conditions for walking and biking, The Battery sets a new standard for balanced, future -ready urban mobility in downtown Waterloo. Page 330 of 865 THE BATTERY AT FIFTH I 1 by Astra Commons 3. PROJECT IMPACT The Battery at 5th is designed to have a transformative effect on downtown Waterloo. By restoring and reactivating the Central Battery Building, the project safeguards a landmark structure while positioning it as a new cornerstone of the city's civic and economic life. Its impact can be measured in multiple dimensions: cultural, social, and economic. Cultural and Historic Value Social and Community Value Economic Value Catalytic Value The project preserves one of Waterloo's most distinctive architectural facades —the rare white -and -green Arts & Crafts tilework—ensuring that the city's built heritage remains part of its future. Rather than treating preservation as cosmetic, the design integrates historic character into the daily experience of residents and visitors. The Battery becomes both a living museum and a functioning piece of urban infrastructure. With 19 residential units, the project directly expands housing options downtown, welcoming professionals, creatives, and empty nesters who will contribute to a more diverse, multi -generational neighborhood. At the ground level, the cafe and coworking/event space provide a shared "third place" that encourages interaction and collaboration, while the activated alley transforms an overlooked corridor into a safe, vibrant amenity. Together, these interventions strengthen downtown's identity as a place to live, work, and gather. The Battery represents a $6.6 million investment that turns an underutilized property into a tax -generating asset. At stabilization, it will add a substantially enhanced taxable asset, create 6-10 permanent jobs, and support dozens of construction jobs. Beyond direct impacts, the project generates spillover activity for nearby businesses —coffee drinkers spilling into local shops, residents frequenting restaurants, and event -goers circulating through the district. This consistent flow of people helps sustain the broader downtown ecosystem. Perhaps most importantly, The Battery is a symbol of momentum. By pairing preservation with modern commerce and housing, it demonstrates Waterloo's ability to honor its past while building a dynamic future. Like the batteries once manufactured here, the redeveloped building will serve as a storehouse of community energy, channeling vitality into surrounding businesses, cultural institutions, and civic life. Page 331 of 865 THE BATTERY AT FIFTH 1 2 by Astra Commons 4. DEVELOPMENT AND FINANCING STRATEGY The Battery at 5th will be delivered through a carefully structured $6.63 million capital plan that blends federal, state, local, and private resources. This layered strategy ensures financial feasibility, minimizes risk, and maximizes the leverage of Waterloo's contribution. SOURCES AND USES OF FUNDS Uses Amount ($) Hard Costs (construction + addition $ 5,243,000 Contingency (5%) $ 257,000 Soft Costs (A/E, legal, serve s $ 435,000 Financing Costs / Reserves $ 325,000 Developer Fee (5%) $ 320,000 FF&E + Lease -Up Reserves $ 50,000 Total Development Cost $ 6,630,000 Sources Senior Debt (NOI-backed) Amount ($) $1,500,000 Federal Historic Tax Credit (20% $1,000,000 Iowa State Historic Tax Credit 20%) $ 1,000,000 Brownfield/Grayf eld Credit 12-24% $ 500,000 TIF (70% rebate, 15 yrs, PV) $ 375,000 Workforce Housing Grant (19 x $15k) $ 285,000 Developer/Investor Equity $ 300,000 NMTC $ 1,000,000 MainStreet Grant $ 100,000 Direct City Participation Total Sources $ 570,000 $ 6,630,000 The project's capital stack draws on multiple proven programs. Federal and Iowa Historic Tax Credits together contribute $2 million, recognizing the project's architectural and cultural value. A Brownfield/Grayfield Credit adds $500,000, while New Markets Tax Credits (NMTC) bring in $1 million, reflecting the project's alignment with community revitalization goals. Workforce Housing funding contributes $285,000, directly supporting the residential component. Local participation comes in two forms: a $100,000 Main Street Grant and a 70% TIF rebate valued at $375,000. Astra Commons and its partners provide $300,000 in developer and investor equity, underscoring their commitment to the project's success. The City's direct participation request of $570,000 - unlocks nearly $6 million in outside capital. The financing structure is paired with a 45 month timeline that begins with RFP award and Development Agreement execution, followed by historic tax credit approvals, entitlements, and financing commitments. Construction is expected to begin in late 2026 with phased delivery: exterior restoration and core/shell completion first, followed by residential buildout and ground -floor activation. At stabilization, The Battery is projected to generate sustainable operating income, ensuring long-term viability. Page 332 of 865 THE BATTERY AT FIFTH 113 by Astra Commons PROJECT TIMELINE AND MILESTONES The Battery at 5th is structured on a phased 45 month delivery schedule, beginning with the RFP submission deadline of September 22, 2025. December 2025 March/April 2026 September / October 2026 March / April 2027 May / June 2027 June 2027 — June 2029 June 2029 RFP Decision — Expected by December 2025. Development Agreement — Executed by March 2026 (3 months post -selection). Preliminary Design (30-35% of total design work) Historic Tax Credit application submission (Federal / State) Entitlements & Approvals (3-6 months for site plan, historic preservation, and permitting). Financing Close (3-6 months, aligned with state/federal credits and equity commitments). Final design and Construction Documentation (65-70% effort) (2-3 months) Construction (18-24 months), including: Phase 1: Exterior restoration and core/shell completion. Phase 2: Residential buildout and ground -floor activation. Lease Up and Occupancy begins Page 333 of 865 THE BATTERY AT FIFTH 4 by Astra Commons 1 WHY THIS MATTERS TO THE CITY The Battery at 5th illustrates why public incentives are essential for historic downtown redevelopment. At stabilization, the project will generate $150,822 in annual NOI, supporting a valuation of—$2.15M at a 7% cap rate. Yet full development costs are $6.63M—a gap that private equity alone cannot bridge. This is not a sign of weakness, but the economic reality of preserving and reactivating historic structures. Historic redevelopment is costly. Specialized restoration of the rare, glazed facade, modernization of building systems, and compliance with accessibility and life -safety standards push costs far beyond new construction. At the same time, market rents downtown remain modest, limiting the revenue the building can support. That gap is exactly why public participation tools exist. Federal and state Historic Tax Credits provide $2 million. New Markets Tax Credits add $1 million. Brownfield/Grayfield credits and Workforce Housing programs contribute nearly $800,000 more. In total, nearly $4 million of the $G.63 million capital stack comes from state and federal programs that flow to Waterloo only if the project moves forward. The City's role is catalytic. With a request of $570,000 in upfront support plus a 70% TIF rebate (7$375,000 PV), City investment unlocks more than $5.5 million in state, federal, and private capital. Put differently, every direct city dollar leverages over ten outside dollars. For Waterloo, this is about more than one balance sheet. The Battery is a catalytic project: it reactivates West 5th Street, restores a visible piece of the city's heritage, adds housing, creates daily street -level activity, and generates spillover benefits for nearby businesses and civic life. Incentives are the bridge that turn a vacant landmark into a long- term community asset. Page 334 of 865 TEE BAT EERY Al rlF rH 1 by Astra Commons FINANCIAL CAPACITY PO Box Bell, North Liberty, IA 52317-0800 I GreenStateCU,org I 1-B00.397-3790 GreenState CREDIT UNION September 18, 2025 Re: Astra Commons LLC Central Battery Building, 221 W 5°h Street, Waterloo, IA To VVhom It May Concern: Astra Commons LLC is locking to bid on the aforementioned project. This is to serve as affirmation that GreenState Credit Union has had dealings with them for a number of years and would certainly recommend there as a qualified contractor for this, and would be interested in evaluating the project subject to: • Satisfactory Credit underwriting confirming all the Credit Union's criteria is met • Final loan approval as approved by the Credit Union Please contact me with any questions you may have. Sincerely, Mark Sandvig Commercial Services Loan Officer, VP GreenState Credit Union Page 335 of 865 THE BATTERY AT FIFTH 16 by Astra Commons FIRST BAN K Sarvtr+R Yard Elm September 10, 2025 To: Whom it may concern Re: Astra Comntons- THE BATTERY at FIFTH (217-221 W 5th Street, Waterloo, IA) To Whom 1t May Concerts, I am pleased to inform you that Astra Commons is preappmved for financing tite renovation ofTHE BATTERY al FIFTH (217-221 W 50' Street, Waterloo, IA). This preapproval is subject to frill underwriting and review of final construction plans and specs If you have any questions, do not hesitate to reach out Thank you, Seth Engclhrecht NMLS #1214800 Httsiness Hanker FIRST BANK I www.Firstlowa.banic Cedar Falls I Clarion I Eagle Grove I Goldfield I Plainfield I Waverly Member FDIC I Equal Housing Lender Member FDIC Equal Housing Lender Cedar Falls I Clarion a Eagle Grove I Goldfield I Plainfield I Waverly www,FIrstlowa.bank Member FDIC Page 336 of 865 THE BATTERY AT FIFTH 17 by Astra Commons S. PROJECT TEAM AND STRUCTURE The Battery at Sth is guided by a seasoned team with deep expertise in community engagement, downtown redevelopment, and complex project delivery. Astra Commons will lead the development effort with its partners whose combined experience spans real estate development, architecture, construction, public -private partnerships and finance. Together, the team blends national -level redevelopment expertise with strong local knowledge of Waterloo and the Cedar Valley market. This collaboration ensures that The Battery is not only financially feasible but also authentically rooted in the community it serves. For this project, a project specific LLC ("Battery DevCo LLC") will be formed managed by Astra Commons LLC. The team structure, experience and relevant projects are noted below. CI'i'Y OF WATERLOO BATTERY DEV CO LLC (MANAGED] BY AsTRA COMMONS LI.C) -1111111P- ASTRA COMMONS I LEAD DEVELOPER Mohin Khan, PhD, LEED AP Proiect Lead Simeon Talley Community Partnerships L DESIGN roll! ' ' Cody Vanasse j Provenance Architecture Architectural Design MARKETING Jared Mottle I Hottle Real Estate Leasing / Asset Management Page 337 of 865 THE BATTERY AT FIFTH by Astra Commons 118 ASTRA COMMONS Astra Commons is an Iowa -based real estate investment and development firm focused on community - oriented projects that combine housing, placemaking, and innovative financing. The company operates at the intersection of real estate and social impact, leveraging public -private partnerships and impact investment capital to deliver projects that are both financially sustainable and community --driven. Astra Commons' work spans housing, mixed --use redevelopment, and technology -enabled real estate services, with a guiding mission to create developments that strengthen neighborhoods, expand access to housing, and catalyze long-term urban revitalization. TEAM BIO Mobin Khan, PhD, LEED AP Founder & Prim pal I Astra Commons Mobin Khan is the Founder & Principal of AstraCommons, an Iowa --based real estate investment and development firm. Before establishing AstraCommons, Mobin served as Chief Operating Officer and Vice President of Economic Development at Downtown STL, Inc. in St. Louis, Missouri, where he directed a multi -million -dollar organizational budget and helped structure public -private partnerships for multiple historic redevelopment projects with complex financing structures. These projects included redevelopment efforts for the Railway Exchange Building with over 1 million square feet of commercial space, negotiations for a new NFL stadium for St. Louis Rams, and negotiations with Sidewalk Labs, a Google subsidiary building urban technologies. Earlier in his career, Mobin worked across real estate development, finance, and economic development in Chicago, Los Angeles, Champaign (Illinois), and Kansas City (Missouri). His experience spanned from fund-raising for a $200M Real Estate Investment vehicle and analyzing feasibility for large-scale mixed -use projects to public finance and incentive evaluations that required detailed pro forma modeling and feasibility analysis. Trained as both an architect and urban planner, Mobin focuses on design -driven approach that integrates financial feasibility with context sensitivity and community needs. His academic background includes a PhD in Urban & Public Affairs, a Masters in Urban Planning, and LEED AP accreditation. Simeon Talley Community Development Director f AstraCommons Simeon Talley is a community -focused real estate strategist with a growing portfolio of experience in mixed -use redevelopment, adaptive reuse, and commercial corridor revitalization. As Community Development Director at AstraCoinmons, Simeon leads efforts to identify high -impact development opportunities, structure political and community partnerships, and shape commercial use strategies aligned with long-term neighborhood goals. Simeon currently supports business and tenant partnerships for the 385-acre ACT Campus redevelopment in Iowa City, working closely with Iceberg Development to engage stakeholders and secure aligned tenants for a multi -phase transformation. He has also served Page 338 of 865 TI-IE BATTERY A1' FIFTH I 9 by Astra Commons as a growth consultant to Fancy Real Estate, a mission -driven development and brokerage firm, where he helped strengthen deal pipeline systems and market positioning. Earlier, Simeon co -led stakeholder engagement for a finalist RFP proposal with access to $9M in public funding, directed operations for a $3M ARPA-funded economic development initiative, and launched a retail brand that exited successfully in 2023. His track record demonstrates the ability to build trust with public and private partners, surface high -fit commercial uses, and move complex projects from early concept to actionable next steps. With a background that blends community strategy, business development, and real estate fluency, Simeon brings a unique ability to connect vision with execution — especially in projects that require local trust, cross -sector alignment, and creative momentum. Cody Vanasse, AIA Architect / Developer I Provenance /ln bilectu e / Cedar River Renaissance Cody Vanasse has 10+ years of experience working as an architect with a focus on commercial and residential -mixed -use projects in urban locations. Cody has led design projects around the Midwest ranging from large projects like a 280+ key hotel project and 100+ unit apartment buildings, to small 2,000 SF commercial tenant buildouts. With an emphasis on creative problem solving, Cody focuses on creating spaces that meet project needs without compromising on user experience. In addition to his involvement in design development, Cody is an active member of the Cedar Valley community. He leverages his architectural expertise to help promote projects and provide a vision for improving the Waterloo area. Cody's passion for revitalization has even led him to take on strategic and impactful redevelopment projects like 203 Lafayette. Utilizing the character defining elements of the historical structure while introducing modern amenities creates a unique and appealing living experience. Cody hopes to help rebrand Waterloo as the revitalized factory city with the most interesting and creative adaptive reuse projects in Iowa. Jared Hottle Real Estate Sales / Investor / Developer I Berkshire Hathaway Home Services — One Realty Centre, Black Hawk TLC / JKD Properties Jared Hottle is a lifelong Waterloo resident and dedicated real estate professional with a deep commitment to the city's growth and revitalization. His career spans across multiple aspects of real estate, including leasing, sales, asset management, and development, with a focus on projects that strengthen the fabric of the Cedar Valley. In Downtown Waterloo, Jared has extensive leasing and commercial sales experience, helping local businesses and investors activate underutilized spaces and bring new life to the city's core. Beyond sales and leasing, he provides asset management and multifamily consulting across the Cedar Valley, guiding owners and investors through strategies to maximize property performance and long-term value. Page 339 of 865 THE BATTERY AT FIFTH-1 12� by AsIra Commons Jared has also been directly involved in in-ftll development projects, including work at Chalmers and Hartman, creating new housing opportunities and modern uses within established neighborhoods. As a value -add investor, he has consistently sought to reposition and improve properties throughout Waterloo, blending investment strategy \vith community impact. In addition to his professional work, Jared serves on the Waterloo Historic Preservation Commission, where he advocates for the adaptive reuse of historic buildings and supports projects that honor the city's heritage while driving future growth. His combined expertise as a commercial broker, investor, and civic leader positions him as both a connector and advocate for sustainable development in Waterloo. Page 340 of 865 THE BATTERY AT FIFTH I it by Astra Commons RELEVANT PROJECTS FASHION INCUBATOR / ART LOFT St. Louis, MO • Initial Project Cost: $2 Million • Follow on Manufacturing Facility by Evolution St. Louis o Cost: $5 Million • Mobin Khan served as founding board member of St. Louis Fashion Fund and helped raise $2M in public and private capital to build St. Louis Fashion Incubator in Art Loft building in downtown St. Louis • Negotiated partnerships with clothing manufacturers such as Van Heusen parent company PVH and Evolution St. Louis HISTORIC GARMENT DISTRICT St. Louis, MO • Mobin Khan led the effort to reimagine Historic Garment District in St. Louis and catalyze adapative reuse of numerous vacant buildings. • Master Plan to redevelopment historic Garment District in downtown St, Louis. • Approximately 20 City Blocks • Catalyzed redevelopment of multiple vacant historic buildings in Downtown St, Louis Page 341 of 865 THE BATTERY AT FIFTH 122 by Astra Commons Astra Commons MoonShot 1 Single Family Home I Iowa City, IA • Leading Edge Experiment in Single Family Home Construction and Design • Twin Aims of o Sustainability up to LEED standards o Affordable at 80% Area Median Income • Status; In Design Phase LaSalle Building Redevelopment St. Louis, MO • Developed by Viallova Development as 88 room Hotel Indigo • Cost $20 Million • $11 Million in Property Tax Abatement and Historic Tax Credits • Mobin Khan, as part of local economic development group, assisted the developer on public incentive request for the project Page 342 of 865 THE BATTERY AT FIFTH I �3 by Astra Commons 101Milli INN 217 E 2"d Street Renovation Des Moines, IA • Redeveloped by Christensen Development • Designed by ISG • State historic rehabilitation tax credits • 2 levels and 24,000 SF commercial office space • 2023 Preservation Iowa large adaptive re- use award 203 Lafayette Renovation Waterloo, IA • Redeveloped by Cedar River Renaissance • State and federal historic rehabilitation tax credits • 2 units @ —1500 SF each • over 3000 SF and 3 levels • $745,000 project cost • 770 1iNt �`il sL, Page 343 of 865 THE BATTERY AI' IIPTH I 24 by Astra Commons Additional relevantpivjects: • Ohana Apartments Mankato, MN • Cinema Apartments - Owatona, MN • Sisseton Lakeshore Condos - Fairmont, MN • College Hill Apartments - Cedar Falls, IA • Skyline Apartments - Bismarck, ND (not built) • Switchyard Apartments - Sioux Falls, SD (not built) Best Western Hotel Renovation Downtown Waterloo, IA • Redeveloped by Makenda Development • Designed by ISG • $8.5 million • 10 levels, 172 units, and 136,000 SF Page 344 of 865 THE BATTERY AT FIFTH 125 by AsIra Commons 6. PARTNERSHIPS The Battery at 5th is a collaborative effort that succeeds through strong partnerships with preservation advocates, local operators, and civic organizations. These relationships ensure the project protects Waterloo's heritage while creating a vibrant, community -oriented destination. Preservation & Stewardship Activation & Retail Anchors Community Partnerships Construction Partner Astra Commons will work within the established framework of Preservation Iowa, the State Historic Preservation Office (SHPO), and the Waterloo Historic Preservation Commission. Their guidance ensures compliance with the Secretary of the Interior's Standards, eligibility for state and federal historic tax credits, and alignment with Waterloo's long-term preservation strategy. Ground -floor success depends on active uses that keep the building lively throughout the day. Midnight Coffee, an operator known for community - focused gathering spaces, will anchor this effort. Flexible commercial space allows for additional retail or community partners as downtown demand grows, ensuring continuous activity and street -level visibility. WIMP MIDNIGHT COFFEE The Battery will be woven into the fabric of downtown through collaboration with Experience Waterloo and Main Street Waterloo, connecting the project to citywide events, corridor activation efforts, and small-business engagement. These organizations help extend the Batters reach beyond its walls, ensuring it contributes directly to the vitality of West 5th Street and the wider downtown. We will be partnering with a local General Contractor for the construction / renovation work. The development team has received interest and estimates from two reputable local firms — Cardinal Construction and Rice Companies -- and plan to pursue further discussion iEwe are awarded the project. • RICE CARDINAL COMPANIES CONSTRUCTION Together, these partnerships transform the Battery into more than a redevelopment project —it becomes a community landmark that combines historic integrity, economic energy, and civic participation to recharge downtown Waterloo. Page 345 of 865 THE BATTERY AT FJF-rH I 26 by Astra Common 7. PURCHASE OFFER City of Waterloo: Offer to Buy Form Property to be bid upon: 221 West 5th Street Name in which property would be transferred: 'ASTRA COMMONS LLC" OR ITS ASSIGNEE Name of bidder: Astra Commons LLC Address of bidder: Phone number of bidder: Fax number/email of bidder; My offer for 221 West 50' Street: $t.na Other notes, conditions: (Please provide attachments to address Numbers 1 through 9 an previous sheets above) This offer is contingent on the City of Waterloo completing Phase 1 and 2 environmental studies and any remedlation effort recommended therein. This offer constitutes part of the attached proposal for redevelopment and is contingent on financing and design details outlined there. Furthermore, [ understand the zoning, building, and fire code provisions for the project and believe my project will work as described. 16. Principal, Astra Commons LLG Signature of applicant/ bidder The City rssesves the right to reject any and all bids, and to waive informalities in any proposal. Proposals are due: September 22, 2025 by 5pm Page 346 of 865 THE BATTERY AT FIFTH 127 by Astra Commons APPENDIX A: RFP COMPLIANCE MATRIX RFP Requirement 1, Project description — renovation scope, uses, Executive Summary (pp.1); Project Plan (pp.3-10); construction cost, total investment, and layout details Design (p.5); Proposed Building Plans (pp.6-7); Sources & Uses (p.12) 1 Timeline — phasing, key milestones, Project Timeline and Milestones (p.13); Narrative construction/occupancy schedule Schedule (pp.11-13) 3. Financing — evidence of ability, sources/uses, lender/equity Development & Financing Strategy (pp.12-16); Sources & Uses Table (p.12); Financial Capacity (pp.15,16) 4. Project Team — names, contacts, relevant Project Team & Structure (pp.17 -20); Team Bios experience (pp.18-20); Relevant Projects (pp,21-24) 5. Incentives / City assistance — requested local help, leverage of tax base This Matters to the City" (p.-14) Development & Financing Strategy (pp.12-16); 'Why 6. Materials used in construction — quality, historic Materials Used & Design Approach (p.8); compatibility 7. Proposed use — fit with downtown, alignment with Project Plan (pp.3--10); Concept (pp.4-5); Site Context Comp Plan (p.9) 8. Traffic flow / parking — site plan, alley, circulation Parking & Traffic Flow (p.10); Parking + Mobility Strategy (p.5) 9. Economic impact _ jobs, tax base, downtown Project Impact (p.11); Why This Matters to the City vitality (p.14) 10. Price — purchase offer Purchase Offer (p.26) Page 347 of 865 THE BATTERY AT FIFTH 1 28 by Astra Coons1 ATTACHMENT A: LETTER OF INTENT ---- MIDNIGHT COFFEE MIDNIGHT COFFEE Hi Astra Commons & Development Team, I'm reaching out on behalf of Midnight Coffee to share our interest in the Battery at 5th RFP project. We see real potential for a cafe that not only serves coffee but also functions as a gathering space that adds vibrancy to the development. Our approach has always been to go beyond the traditional cafe model —we aim to create spaces that foster connection, support community, and bring daily activity to the projects we're a part of. In our view, a coffee shop in this location could serve as both an amenity for tenants and a neighborhood anchor, helping to activate the ground floor and strengthen the overall identity of the project. We'd love the opportunity to continue the conversation about how Midnight Coffee could contribute to the placemaking vision here and partner with you in making the project a destination for residents, visitors, and the broader community. Best, Alex Nelson Founder, Midnight Coffee 44c Ne6oK Page 348 of 865 • 6 AsiraCommons Page 349 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution setting the date of public hearing as December 1, 2025, for an amendment to the development agreement with International Paper Company, for the sale and conveyance of approximately 6.29 acres of city -owned property, and instructing the City Clerk to publish notice. RECOMMENDED COUNCIL ACTION Approval. SUMMARY STATEMENT AND BACKGROUND INFORMATION Transmitted is a resolution setting the date of public hearing as December 1, 2025, for an amendment to the development agreement with International Paper Company, for the sale and conveyance of approximately 6.29 acres of city owned property, and instructing the City Clerk to publish notice. Attached is a plat of survey that shows Parcel K, which said parcel is required for a new rail spur and utilities to serve International Paper's new 850,000 square foot corrugated box manufacturing plant. The parcel is also integral to future planned building expansions. NEIGHBORHOOD IMPACT There will be no negative impact to the surrounding area, and the new rail spur will serve as a means of getting product delivered to the facility. DATA, ANALYSIS, AND STRATEGIES Infrastructure and Economic Development. IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION Page 350 of 865 LEGAL DESCRIPTION Parcel K of the Southeast Quarter of Section 5, Township 89 North, Range 13 West of the 5th Principal Meridian, City of Waterloo, Black Hawk County, Iowa, as shown on Plat of Survey filed as Document No. 2025-01860, and more particularly described as follows: Beginning at the intersection of the west line of Tract "K", MidPort America Park Plat No. 2 and the north right-of-way line of the Canadian National Railroad, thence North 89° 12' 25" West on said north ROW line 1,215.14 feet to the southeast corner of Parcel B of the SW 1/4 of Section 5, thence North 07° 02' 21" East 293 03 feet on the east line of said Parcel B, said line being parallel with and 684 feet distant from the centerline of Runway 18/36, thence South 82° 57' 52" East 1,207.40 feet on a line that is parallel with the south line of the Runway 18/36 runway protection zone to a point on the said west line of Tract "K"' being the intersection of said west line and a line that is 160 feet north of and parallel with the said north railroad ROW line, thence South 06° 51' 18" West 160.90 feet on said west line to the point of beginning containing 274,116 square feet (6.29 acres). ATTACHMENTS 1 Amendment to Development Agreement 2. Parcel K Plat of Survey 3. Original Development Agreement - 8/7/2017 Page 351 of 865 Prepared by Austin J. McMahon, Lange & McMahon, PLC, 222 15' St. E., Independence, IA 50644 319-334-4488 AMENDMENT TO DEVELOPMENT AGREEMENT This Amendment to Development Agreement (the "Amendment") is entered into as of , 2025 by and between International Paper Company (the "Company") and the City of Waterloo, Iowa (the "City"). RECITALS A. Company and City are parties to that certain Development Agreement dated January 6, 2025 ("DA"), which is on file with City Clerk. B. The parties desire to amend the DA as set forth in this Amendment. NOW, THEREFORE, in consideration of the mutual covenants set forth herein, the parties agree as follows: 1. The DA is hereby amended to provide that, in addition to the conveyance described in the DA, the City shall also convey to Company by special warranty deed the following described real estate: Parcel K of the Southeast Quarter of Section 5, Township 89 North, Range 13 West of the 5th Principal Meridian, City of Waterloo, Black Hawk County, Iowa, as shown on Plat of Survey filed as Document No. 2025-01860, and more particularly described as follows: Beginning at the intersection of the west line of Tract "K", MidPort America Park Plat No. 2 and the north right-of-way line of the Canadian National Railroad, thence North 89 12' 25" West on said north ROW line 1,215.14 feet to the southeast corner of Parcel B of the SW 1/4 of Section 5, thence North 07° 02' 21" East 293 03 feet on the east line of said Parcel B, said line being parallel with and 684 feet distant from the centerline of Runway 18/36, thence South 82° 57' 52" East 1,207.40 feet on a line that is parallel with the south line of the Runway 18/36 runway protection zone to a point on the International Paper - Business Use ge352o Page 2 said west line of Tract "K"' being the intersection of said west line and a line that is 160 feet north of and parallel with the said north railroad ROW line, thence South 06° 51' 18" West 160.90 feet on said west line to the point of beginning containing 274,116 square feet (6.29 acres). 2. All of the terms and conditions concerning events of default and remedies of the City, including but not limited to, a possibility of reverter, shall be applicable to Parcel K and the conveyance thereof. 3. Except as modified herein, the DA shall continue unmodified in full force and effect. Terms in this Amendment that are capitalized but not defined will have the same meanings herein that are ascribed to them in the DA. This Amendment may be executed in multiple counterparts. The DA and this Amendment shall inure to the benefit of and be binding upon the parties and their respective successors and assigns. IN WITNESS WHEREOF, the parties have executed this Amendment to Development Agreement by their duly authorized representatives as of the date first set forth above. CITY OF WATERLOO, IOWA INTERNATIONAL PAPER COMPANY By: B Quentin M. Hart, Mayor Name: W. Neely Mallory, IV Attest: Title: Director, Real Estate Kelley Felchle, City Clerk 4101 y Holt International Paper - Business Use dguu re W Q aO 0" '' O • p- W p- re Z I 1-O 1°3 J W = a Val m Noel Anderson, City of Waterloo City of Waterloo William W. Castle EFT cm as 10 0o C ▪ d C as W o sts O ti) 412 as a) Og Z Ui 715 Mulberry St, Waterloo, IA 50703 291-4312 O C )460 W O. c o U Return To: Description Parcel"K" A parcel of land located in the Southeast Quarter (SE 1/4) and Southwest Quarter (SW 1/4) of Section 5, Township 89 North, Range 13 West of the 5th Principal Meridian, City of Waterloo, Black Hawk County, State of Iowa, and being more particularly descnbed as follows Beginning at the intersection of the west line of Tract "K", MidPort America Park Plat No 2 and the north right-of-way line of the Canadian National Railroad, thence North 89° 12' 25" Westt on said north ROW line 1,215 14 feet to the southeast corner of Parcel B of the SW 1/4 of Section 5, thence North 07° 02' 21" East 293 03 feet on the east line of said Parcel B, said line being paraillel with and 684 feet distant from the centerline of Runway 18136, thence South 82° 57' 52" East 1,2107 40 feet on a line that is parallel with the south line of the Runway 18/36 runway protection zone to a point on the said west line of Tract "K"' being the intersection of said west line and a line that is 160 feet north of and parallel with the said north railroad ROW line, thence South 06° 51' 18" West 160 90 feet on said west line to the point of beginning containing 274,116 square feet (6 29 acres) - r 0 o O) O co • a' 0) O cocr • ocz N 1� W(13 sai � L Q. F-- ry Plat Legend- • Found Monument o Set 5/8" x 24" Rebar w/Blue Cap "Iowa -19715" ® Cut "X"in concrete, found or set A Found section comer monument A Set section corner monument (123 45') Record Measurement 123as Field Measurement 0) CD v f NW CORNER, + SEC 5, T89N, R13W, 2" BRASS DISC IN PCC i PER DOC #2014-11413 0 250 500 Scale 1 inch= 500 feet N 1/4 CORNER, SEC 5, T89N, R13W, FD OPEN PIPE W/YELLOW 1 ID CAP NO 8505 PER DOC #2006-15216 APPROX NORTH LINE SW 1/4, SEC 5, T89N, R13W UNPLATTED SW 1/4, SEC 5-89-13 PARCEL "B" SW 1/4, SEC 5, T89N, R13W N 07°02'21" E 293 03' CANADIAN NATIONAL RR SW CORNER, SEC 5, T89N, R13W, FD NO 5 REBAR IN PCC PER DOC #2015-07526 ( SOUTH LINE SW 1/4, SEC 5, T89N, R13W N 88°56'27" E 2666 85' I '�~��L�:�� r_- SSIOA/,q�1ttt QC°°°° ° ° °OD �9.ytl't ° I hereby certify that this surveying document was prepared and the related survey work was performed by me or under my direct personal supervision and that I am a duly licensed Oe 0 WILLIAIV o NIIi/ o Land Surveyor under the laws of the State of Iowa Z w CASTLE a < ° m W� � 47'rims- �11 (. 0° 19715 0 "c" 1.r ° ° �0 ° 0 0 0°° ltt'# William W Castle, PLS Date License Number 19715 0 0 70 W f. -_ My License Renewal Date is December 31, 2025 Pages or sheets covered by this seal ,4c-` Survey Notes 1 The Beanngs shown on this survey are denved from GPS observations using the Iowa State Plane Coordinate System, North Zone, NAD 83 (2011) 2 Survey Feld work completed on November 16, 2023 3 All dimensions are in US Survey feet and decimals thereof 10 l • cc I ~ UI 1684. / S 82°57'52" E 1207 40+ N 89'112'25" W 1215 14' S 1/4 CORNER, SEC 5, T89N, R13W, FD NO 4 REBAR IN PCC PER MISC BK 344 PAGE 129 SOUTH LINE SE 1/4, SEC 5, T89N, R13W -- WEST AIRLINE HWY N88°56'17"7"E266273'---------- 4 Parcel letter "K" assigned by the Black Hawk County Auditor's Plat Room on January 24, 2025 5 Total area 274,116 SF - 6 29 Acres SE 1/4 169,330 SF - 3 89 Acres SW 1/4 104,787 SF - 2 41 Acres NE CORNER,SEC 5,T89N, R13W, FD BROKEN WPACONC MON PER DOC #2006-15216 APPROX NORTH LINE SE 1/4, SEC 5, T89N, R13W RUNWAY PROTECTION ZONE r E 1/4 COR, NO MONUMENT FOUND OR SET UNPLATTED SE 1/4, SEC 5-89-13 NATURAL GAS EASEMENT DOC #2023-7136 LOT 14 LOT 13 MIDPORT AMERICA PARK PLAT NO 2 S 06°51'18" W 160 90' FD NO 4 REBAR W/YELLOW CAP - \ii 90WA - 80CC" (rYP) (N 88°14'43" W 1643 16') N 89°1225" W 1642 57' POB SE CORNER, SEC 5, T89N, R13W, FD NO 4 REBAR IN PCC PER MISC BK 344 PAGE 129 m 0'210'41" E 5079 Z co I 0Iw k ¶LT ZrI O CO Scale 1" = 500' N M EoN a`03 0) Q) 03 N 0 c O . N CS LL 0> C N coW O� 0 N )mrn IU.0c = v C O ICE 0 54 of 865 Prepared by Christopher S. Wendland, P.O. Box 596, Waterloo, IA 50704 Phone (319) 234-5701 DEVELOPMENT AGREEMENT This Development Agreement (the "Agreement") is entered into as of 2Z.� , by and between International Paper Company (the "Company") and the City of Waterloo, Iowa (the "City"). RECITALS A. In furtherance of the objectives of Chapter 403 of the Code of Iowa, as amended (the "Urban Renewal Act"), City is engaged in carrying out urban renewal project activities in an area known as the East Waterloo Unified Urban Renewal and Redevelopment Plan area ("Urban Renewal Area"). B. Company is willing and able to finance and erect structures and related improvements on property legally described on Exhibit "A" attached hereto (the "Property") located in the Urban Renewal Area. C. City considers economic development within the City a benefit to the community and is willing for the overall good and welfare of the community to provide financial incentives so as to encourage that goal, and the City further believes that the project is in the vital and best interests of the City and that the project and such incentives are in accordance with the public purposes and provisions of applicable State and local laws and requirements under which the project has been undertaken and is being assisted. AGREEMENT NOW, THEREFORE, in consideration of the mutual covenants set forth herein, the parties agree as follows: 1. Sale of Property; Title. Subject to the terms hereof, City shall convey the Property to Company in its as -is condition for the sum of $1.00 (the "Purchase Price"). Conveyance shall be by special warranty deed, free and clear of all encumbrances arising by or through City except: (a) easements, servitudes, conditions and restrictions of International Paper - Business Use Page 355 of 865 record; (b) general utility and right-of-way easements serving the Property; and (c) restrictions imposed by the City zoning ordinances and other applicable law. City makes no representation or warranty as to the condition of the Property or its suitability for Company's purposes. Company is responsible to conduct its own due diligence and inspections. City shall have no duty to convey title to Company until Company delivers to City reasonable and satisfactory proof of financial ability to undertake and carry on the Improvements (defined below), which may take the form of a lending commitment letter. Company shall, at its own expense, prepare an updated abstract of title, or in lieu thereof Company may, at its own expense, obtain whatever form of title evidence it desires. City shall provide any title documents it has in its possession, including any abstracts, to assist in title review. If title is unmarketable or subject to matters not acceptable to Company, and if City does not remedy or remove such objectionable matters in timely fashion following written notice of such objections from Company, Company may terminate this Agreement without further obligation and return the abstract of title to City. 2. Improvements by Company. Company shall construct on the Property a commercial building of no less than 800,000 square feet (exact square footage to be determined prior to execution), as well as related landscaping, storm water detention, paving, signage and parking improvements (collectively, the "Improvements"), in accordance with the Plans as provided in Section 3. Company agrees that the Improvements shall be constructed in accordance with the terms of this Agreement, the urban renewal plan applicable to the Property, and all applicable City, state, and federal building codes and shall comply with all applicable City ordinances and other applicable law. City may require that Company submit specific building designs and site plans for City's review and reasonable approval. Company will use its best efforts to obtain, or cause to be obtained, in a timely manner, all required permits, licenses and approvals, and will meet, in a timely manner, all requirements of all applicable local, state, and federal laws and regulations which must be obtained or met before the Improvements may be lawfully constructed, including but not limited to final permit inspections. The Property, the Improvements, and all site preparation and development -related work to make any of the Property usable for Company's purposes as contemplated by this Agreement are collectively referred to as the "Project." 3. Construction Plans. Company agrees that it will cause the Improvements to be constructed on the Property in conformance with construction plans (the "Plans") that have been submitted to the City. Company agrees that the scope and scale of the Improvements to be constructed shall not be significantly less than the scope and scale of such improvements as detailed and outlined in the Plans. If any material modification in the scope, scale or nature of the Plans is proposed, Company shall submit modified Plans (the "Modified Plans") to the City for review. Modified Plans shall be subject to approval by the City as provided in this Section. City shall approve the modified Plans in writing if: (a) the Modified Plans conform to the terms and conditions of this Agreement; (b) the Modified Plans conform to the terms and conditions of the urban renewal plan; (c) the Modified Plans conform to all applicable federal, state and local laws, ordinances, rules and regulations and City permit and design review requirements; (d) the Modified Plans are adequate for purposes of this Agreement 2 International Paper - Business Use Paae 356 of 865 to provide for the construction of the Improvements, and (e) no Event of Default under the terms of this Agreement has occurred; provided, however, that any such approval of the Plans or Modified Plans pursuant to this Section shall constitute approval for the purposes of this Agreement only and shall not be deemed to constitute approval or waiver by the City with respect to any building, fire, zoning or other ordinances or regulations of the City, and shall not be deemed to be sufficient plans to serve as the basis for the issuance of a building permit if the Plans or Modified Plans are not as detailed or complete as the plans otherwise required for the issuance of a building permit. The Plans or Modified Plans must be rejected in writing by City within thirty (30) days of submission or shall be deemed to have been approved by the City. If City rejects the Plans or Modified Plans in whole or in part, Company shall submit new or corrected Plans or Modified Plans within thirty (30) days after receipt by Company of written notification of the rejection, accomplished by a written statement of the City specifying the respects in which Company's Plans or Modified Plans fail to conform to the requirements of this Section. The provisions of this Section relating to approval, rejection and resubmission of corrected Plans or Modified Plans shall continue to apply until they have been approved by the City; provided, however, that in any event Company shall submit Plans or Modified Plans which are approved by City prior to commencement of construction of additional or modified Improvements. Approval of the Plans or Modified Plans by the City shall not relieve Company of any obligation to comply with the terms and provisions of this Agreement, or the provision of applicable federal, state and local laws, ordinances and regulations, nor shall approval of the Plans or Modified Plans by City be deemed to constitute a waiver of any Event of Default. Approval of Plans or Modified Plans hereunder is solely for purposes of this Agreement and shall not constitute approval for any other City purpose nor subject the City to any liability for the Improvements as constructed. 4. Timeliness of Construction; Possibility of Reverter. The parties agree that Company's commitment to undertake the Project and to construct the Improvements in a timely manner constitutes a material inducement for the City to convey the Property to Company and that without said commitment City would not do so. A. Deadlines to commence and complete. Company must obtain a building permit and begin construction of the Improvements within six (6) months after the date of conveyance (the "Start Date") and Substantially Complete construction within twenty-four (24) months after the date of conveyance (the "Completion Deadline"). For purposes of this Agreement, "Substantially Completed" means the date on which the Improvements have been completed to the extent necessary for the City to issue a certificate of occupancy relating thereto and the City has verified that any Project element for which no permit was necessary has been Substantially Completed. All deadlines are subject to Unavoidable Delays as defined in paragraph B below. The City's Community Planning and Development Director may, but shall not be required to, consent to an extension of time of up to six (6) months for the construction of the 3 International Paper - Business Use Page 357 of 865 Improvements. Any additional or longer time extensions will require consent of the City Council. B. Events triggering termination and/or reverter of title. If Company does not begin or Substantially Complete construction of the Improvements on the schedule stated above, subject to Unavoidable Delays, then City may terminate this Agreement as set forth in Section 20, and City shall then have no further obligation to Company under this Agreement. If development has commenced within the required period, as the same may be extended, and is subsequently stopped or delayed as a result of extreme weather such as ice, ground freezing, and other conditions that restrict construction, as well as an act of God, war, civil disturbance, court order, labor dispute, fire, pandemic, governmental mandates (local, state or federal), delays in City approvals as contemplated in Section 17 below, or other cause beyond the reasonable control of Company (each an "Unavoidable Delay"), the requirement that construction be completed by the Completion Deadline shall be tolled for a period of time equal to the period of Unavoidable Delay. If City terminates this Agreement as provided in Section 20, City shall have no further obligations to Company under this Agreement, including but not limited to any legal or equitable obligation to reimburse Company for any costs expended by Company with respect to the Project or to compensate Company for any value added to the Property by any Improvements. In connection with termination of the Agreement as set forth herein, City may demand reconveyance of the Property. 5. Reverter of Title; Indemnity. In the event of any reverter of title pursuant to Section 4, then Company agrees that it shall, at its own expense, promptly execute all documents, including but not limited to a special warranty deed, or take such other actions as the City may reasonably request to effectuate said reverter and to deliver to City title to the Property, free and clear of any lien, claim, charge, security interest, mortgage or encumbrance (collectively, "Liens") arising by or through Company. Concurrently with delivery of the deed, Company shall also deliver to City the abstract of title. Company shall pay in full, so as to discharge or satisfy, all Liens on or against the Property conveyed back to City. Company further agrees that it shall indemnify City and hold it harmless with respect to any demand, claim, cause of action, damage, or injury made, suffered, or incurred as a result of or in connection with the Project, Company's failure to carry on or complete same, or any Lien or Liens on or against the Property of any type or nature whatsoever that attaches to the Property by virtue of Company's ownership of same. The foregoing indemnity shall include the cost of removing any improvements constructed by Company and reverting the Property to substantially the same condition as of the date of conveyance, but shall not include any consequential damages or perceived damages such as lost opportunities for another user. If City files suit to enforce the terms of this Agreement and prevails in such suit, then Company shall be liable for all legal expenses, including but not limited to reasonable attorneys' fees, incurred by City. Company's duties of indemnity pursuant to this Section shall survive the expiration, termination or cancellation of this Agreement for any reason. 4 International Paper - Business Use Page 358 of 865 6. No Encumbrances; Limited Exception. Until the Improvements are Substantially Completed, Company agrees that it shall not create, incur, or suffer to exist any Liens on the Property, other than such mortgage or mortgages as may be reasonably necessary to finance Company's completion of the Improvements and of which Company notifies City before Company executes any such mortgage. Company may not mortgage the Property or any part thereof for any purpose except in connection with financing of the Improvements. 7. Utilities. Company will be responsible for extending water, sewer, telephone, telecommunications, electricity, gas and other utility services to any location on the Property. Company will be responsible for payment of any associated connection fees other than water connection fees, which will be paid by City. 8. City incentives. In addition to the property tax rebates provided for herein, the City agrees to provide the following Project assistance: A. Rail Spur. City will design a rail spur extension to serve the Property, and if another development project in the vicinity requires rail service, then City will construct the rail spur, or cause it to be constructed. Company, subject to City's approval of the plans and City's financial approval, may elect to design and construct, or may request that City construct or cause to be constructed, a rail spur extension to serve the Property. Company will provide plans for the rail spur extension to the City for review and reasonable approval by City. City agrees that it will not withhold approval of the plan designs if plans do not allow for rail connection to the remainder of the business park. City will reimburse Company for the cost of design, engineering and construction of the rail spur extension in an amount to be agreed upon by the parties hereafter. B. Support for Applications. City agrees that it will cooperate in good faith with Company and, if necessary for program requirements, sponsor Company applications for available state tax credits and/or rebates, job creation and/or training funds, and other available government funding, if Company chooses to make any such application(s). C. Option to Purchase Additional Land. City hereby grants to the Company, its successors and assigns, an option to purchase, for the sum of $1.00, up to an additional 30 acres of land abutting the Property on the north side, to the extent necessary in connection with the Project or any future expansion project. The option is expressly made subject to City successfully obtaining a release of the option property from Federal Aviation Administration restrictions within nine (9) months after the date of this Agreement. The option may be exercised by delivering written notice of exercise to the City no later than twelve (12) months after the date of this Agreement (the "Expiration Date"). The option shall terminate upon the first to occur of the Expiration Date, or the termination of this Agreement on the terms set forth herein. If Company exercises the option in connection with an expansion project, then the parties shall negotiate the terms of a new 5 International Paper - Business Use Page 359 of 865 development agreement or an amendment to this Agreement to address requirements related to the expansion project. Unless governed by the terms of such agreement or amendment, the provisions of Section 1 hereof shall govern the transfer of title. D. Option to Sell. Company or its affiliate currently owns or occupies property at 800 W. Parker Street, Waterloo, Iowa (the "Company Property"). At the time of purchase of the Property, City agrees to execute and deliver to Company an Option to Sell (the "Option to Sell") the Company Property to the City for an amount equal to its fair market value, as determined by an appraisal by an MAI appraiser acceptable to both Company and the City, plus the cost of the appraisal (the "Company Sale Price"). Pursuant to the Option to Sell, Company or any successor owner of the Company Property shall have the right to exercise the Option to Sell within one hundred eighty (180) days after Company has completed the transition of its operations and equipment to the Property and, if necessary, remedied any environmental conditions that impact or significantly impair the use of the Company Property, by delivery to the City of a written notice of exercise of the Option to Sell. Thereafter, the City shall purchase the Company Property for the Company Sale Price within ninety (90) days following the receipt by the City of the notice of exercise of the Option to Sell. City's obligation to purchase the Company Property shall be subject to the Company Property being free and clear of (i) any mortgages or other liens or encumbrances, and (ii) any environmental conditions that significantly impair the use or value of the Company Property as determined by City in its reasonable judgment. Prior to any such purchase and at any reasonable time, City, its agents and contractors, shall have access to the Company Property for purposes of evaluation and environmental testing. If the Company Property is not owned by Company, then Company shall obtain permission from the owner(s) of the Company Property for City's access for purposes of appraisal, evaluation and testing. If access by City, its agents or contractors, is denied or unduly restricted, City may terminate the obligation to purchase the Company Property under the Option to Sell if reasonable access is not allowed within thirty (30) days of advance written notice to Company. E. Street. If Project design indicates the need for a new street on the north side of the Property, then City will apply for funds under the State of Iowa RISE program for construction of a new street from Leversee Road extending eastward, to serve the Property. In the alternative, Company may elect to engineer and construct a new street based on plans approved by both Company and City, each acting reasonably, and City will reimburse the Company for the cost of design, engineering and construction of the street and related infrastructure in an amount to be agreed upon by the parties hereafter. 9. Minimum Assessment Agreement. Company acknowledges and agrees that it will pay when due all taxes and assessments, general or special, and all other charges whatsoever levied upon or assessed or placed against the Property. Company further agrees that prior to the date set forth in Section 2 of the Minimum Assessment Agreement (the "MAA") attached hereto as Exhibit "B" it will not seek or cause a reduction 6 International Paper - Business Use Page 360 of 865 in the taxable valuation for the Property as improved pursuant to this Agreement, which shall be fixed for assessment purposes, below the amount of $40,000,000.00 (the "Minimum Actual Value"), through: either; (a) willful destruction of the Property, the Improvements, or any part of (b) a request to the assessor of Black Hawk County; or (c) any proceedings, whether administrative, legal, or equitable, with any administrative body or court within the City, Black Hawk County, the State of Iowa, or the federal government. Company agrees to execute and deliver the MAA concurrently with its execution and delivery of this Agreement. 10. Tax Rebates. Provided that Company has completed Substantially Completed the Improvements before the Completion Deadline, and subject to the other terms of this Agreement, City agrees to rebate property tax (with the exceptions noted below) with respect to the Improvements, as follows: Year One through Year Fifteen 50% rebate each year for any taxable value added by the completed Improvements (each such payment is a "Rebate") over the initial base value of $1,000,000.00. Each Rebate is payable in respect of a given property tax fiscal year (a "Fiscal Year") only to the extent that (a) Company has actually paid general property taxes due and owing for such Fiscal Year and (b) the city council has made an appropriation for the payment of the Rebate. To receive a Rebate for a given Fiscal Year, Company must, within twelve (12) months after the due date of the last installment of the property taxes for the respective Fiscal Year (Le., the "March Installment"), submit a completed Rebate request to City on the form provided by or otherwise satisfactory to City. A failure to timely submit a request for a Rebate for a Fiscal Year will result in a forfeiture of the right to request a Rebate for such Fiscal Year. City agrees to consider a completed application for a Rebate within sixty (60) days after submission of the application to City. The taxable value of the Property as a result of the Improvements must be increased by a minimum of 10% and must increase the annual tax by a minimum of $500.00. Rebates shall not be paid based on any special assessment levy, debt service levy, or any other levy that is exempted from treatment as tax increment financing under the provisions of applicable law. The first Fiscal Year in respect of which a Rebate may be given ("Year One") shall be the first full Fiscal Year for which the assessment is based upon the completed value of the Improvements and not based on a prior Fiscal Year for which the assessment is based solely upon (x) the value of the Property, or upon (y) the value of the Property and a partial value of the Improvements due to partial completion of such Improvements or a partial Fiscal Year. 7 International Paper - Business Use Page 361 of 865 As an example of the above provision, in the event all Improvements on the Property are Substantially Completed prior to January 1, 2027 and the Property and Improvements are assessed as fully completed based on the Plans, as may be revised, the property taxes that would be assessed based on the January 1, 2027 assessed value would be for the Fiscal Year ending June 30, 2029, with the taxes payable one-half by September 30, 2028 and one-half by March 31, 2029, then the first Rebate could be applied for after March 31, 2029 and prior to April 1, 2030. 11. Limitations on Payment of Rebates. A. Each payment of a Rebate is subject to annual appropriation by the city council each fiscal year. City has no obligation to make any payments to Company as contemplated under this Agreement until the city council annually appropriates the funds necessary to make such payments. The right of non - appropriation reserved to City in this paragraph is intended by the parties, and shall be construed at all times, so as to ensure that City's obligation to make future payments of Rebates shall not constitute a legal indebtedness of City within the meaning of any applicable constitutional or statutory debt limitation prior to the adoption of a budget which appropriates funds for the payment of that installment or amount. In the event that any of the provisions of this Agreement are determined by a court of competent jurisdiction or by City's bond counsel to create, or result in the creation of, such a legal indebtedness of City, the enforcement of the said provision shall be suspended, and the Agreement shall at all times be construed and applied in such a manner as will preserve the foregoing intent of the parties, and no Event of Default by City shall be deemed to have occurred as a result thereof. If any provision of this Agreement or the application thereof to any circumstance is so suspended, the suspension shall not affect other provisions of this Agreement which can be given effect without the suspended provision. To this end the provisions of this Agreement are severable. B. Notwithstanding the provisions of Section 10 hereof, City shall have no obligation to make a payment of a Rebate to Company if at any time during the term hereof City fails to appropriate funds for payment; City receives an opinion from its legal counsel to the effect that the use of Tax Increments resulting from the Property and Improvements to fund a Rebate payment to Company, as contemplated under Section 10 above, is not, based on a change in applicable law or its interpretation since the date of this Agreement, authorized or otherwise an appropriate urban renewal activity permitted to be undertaken by City under the Urban Renewal Act or other applicable provisions of the Code, as then constituted or under controlling decision of any Iowa court having jurisdiction over the subject matter hereof; or City's ability to collect Tax Increment from the Improvements and Property is precluded or terminated by legislative changes to Iowa Code Chapter 403. Upon occurrence of any of the foregoing circum-stances, City shall promptly forward notice of the same to Company. If the circumstances continue for a period during which two (2) annual Rebate payments would otherwise have been paid to Company under the terms of Section 10, then City may terminate this Agreement, without penalty or other liability to City, by written notice to Company. 8 International Paper - Business Use Page 162 of RA C. For purposes of this Agreement, "Tax Increments" shall mean the property tax revenues on the Improvements and Property received by and made available to City for deposit in an account maintained under this Agreement, the provisions of Iowa Code § 403.19 and the ordinance governing the Urban Renewal Plan. 12. Conditions to City Funding. A. The complete or initial funding by City of the Rebates and other Project commitments shall be deemed an agreement of the parties that the applicable conditions to disbursement of funds shall, as of the date of such funding, have been satisfied or waived. If the conditions set forth in this Section are not satisfied at a Rebate disbursement date, this Agreement shall terminate unless a new disbursement date is established by amendment to this Agreement. The termination of this Agreement shall be the sole remedy available to City or Company if, for whatever reason, a condition set forth in this Section is not satisfied at a Rebate payment date, it being understood that each party shall nonetheless incur costs and liabilities prior thereto for which they alone are responsible. City and Company each expressly assumes all responsibility for the costs and liabilities they may each so incur prior to a Rebate payment date and agree to indemnify and hold each other harmless therefrom. B. It is recognized and agreed that the ability of the City to perform the obligations described in this Agreement, including but not limited to the Rebate payments, is subject to completion and satisfaction of certain separate city council actions and required legal proceedings relating to the expansion of a tax increment financing (TIF) district, including the holding of public hearings on the same. Further, all the obligations of City under this Agreement are subject to fulfillment, on or before each Rebate payment date, of each of the following conditions precedent: (i) The representations and warranties made by Company in Section 15 shall be true and correct as of the Rebate disbursement date with the same force and effect as if made at such date. (ii) Company shall be in material compliance with all the terms and provisions of this Agreement. (iii) There has not been, as of the Rebate disbursement date, a substantial change for the worse in the financial resources and ability of Company, or a substantial decrease in the financing commitments secured by Company for construction of the Improvements, which change(s) makes it likely, in the reasonable judgment of the City, that Company will be unable to fulfill its covenants and obligations under this Agreement. 9 International Paper - Business Use Page 363 of 865 13. Additional Covenants of Company. In addition to the other promises, covenants and agreements of Company as provided elsewhere in this Agreement, Company agrees as follows with respect to each phase of Improvements: A. Company agrees during construction of the Improvements and thereafter until the MAA termination date to maintain, as applicable, builder's risk, property damage, and liability insurance coverages with respect to the Improvements in such amounts as are customarily carried by like organizations engaged in activities of comparable size and liability exposure, and shall provide evidence of such coverages to the City upon request. B. Until the Improvements are Substantially Completed, Company shall make such reports to City, in such detail and at such times as may be reasonably requested by City, as to the actual progress of Company with respect to construction of the Improvements. However, in no event shall Company be required to submit a report more frequently than once every thirty (30) day period. C. During construction of the Improvements and thereafter until the MAA termination date Company will cooperate fully with the City in resolution of any traffic, parking, trash removal or public safety problems which may arise in connection with the construction and operation of the Improvements. D. Company will comply with all applicable land development laws and City and county ordinances, and all laws, rules and regulations relating to its businesses, other than laws, rules and regulations where the failure to comply with the same or the sanctions and penalties resulting therefrom, would not have a material adverse effect on the business, property, operations, or condition, financial or otherwise, of Company. E. Until the MAA termination date Company will maintain, preserve and keep the Property, including but not limited to the Improvements, in good repair and working order, ordinary wear and tear excepted, and from time to time will make all necessary repairs, replacements, renewals and additions. F. The Property will have a taxable value as set forth in the MAA and any amendments thereto, and Company agrees that the minimum actual value of the Property and completed Improvements as stated in the MAA and any amendments thereto will be a reasonable estimate of the actual value of the Property and Improvements for ad valorem property tax purposes. Company agrees that it will spend enough in construction of the Improvements that, when combined with the value of the Property and related site improvements, will equal or exceed the assessor's minimum actual value for the Property and Improvements as set forth in the MAA and any amendments thereto. G. Until the MAA termination date Company agrees that (1) it will not undertake, in any other municipality in Black Hawk County, the construction or rehabilitation of any commercial property as a primary location for Company's 10 International Paper - Business Use Page 364 of 865 business operations of the type to be conducted on the Property, and (2) it will make no conveyance, lease or other transfer of the Property or any interest therein that would cause the Property or any part thereof to be classified as exempt from taxation or subject to centralized assessment or taxation by the State of Iowa. H. Company shall pay, or cause to be paid, when due, all real property taxes and assessments payable with respect to any and all parts of the Property conveyed to it. Company agrees that (1) it will not seek administrative review or judicial review of the applicability or constitutionality of any Iowa tax statute or regulation relating to the taxation of real property included within the Property that is determined by any tax official to be applicable to the Property or to Company, or raise the inapplicability or constitutionality of any such tax statute or regulation as a defense in any proceedings of any type or nature, including but not limited to delinquent tax proceedings, and (2) it will not seek any tax deferral, credit or abatement, either presently or prospectively authorized under lowa Code Chapter 403 or 404, or any other state law, of the taxation of real property included within the Property. 14. Representations and Warranties of City. City hereby represents and warrants as follows: A. City is not prohibited from consummating the transaction contemplated in this Agreement by any law, regulation, agreement, instrument, restriction, order or judgment. B. Each person who executes and delivers this Agreement and all documents to be delivered hereunder is and shall be authorized to do so on behalf of City. 15. Representations and Warranties of Company. Company hereby represents and warrants as follows: A. It is duly organized, validly existing, and in good standing under the laws of the state of its organization and is duly qualified and in good standing under the laws of the State of Iowa. B. It has all requisite power and authority to own and operate its properties, to carry on its business as now conducted and as presently proposed to be conducted, and to enter into and perform its obligations under this Agreement. C. This Agreement has been duly and validly executed and delivered by Company and, assuming due authorization, execution and delivery by the other parties hereto, is in full force and effect and is a valid and legally binding instrument of Company that is enforceable in accordance with its terms, except as the same may be limited by bankruptcy, insolvency, reorganization or other laws relating to or affecting creditors' rights generally. 11 International Paper - Business Use Page 365 of 865 D. The execution and delivery of this Agreement, the consummation of the transactions contemplated hereby, and the fulfillment of or compliance with the terms and conditions of this Agreement are not prevented by, limited by, in conflict with, or result in a violation or breach of, the terms, conditions or provisions of any contractual restriction, evidence of indebtedness, agreement or instrument of whatever nature to which Company is now a party or by which it or its property is bound, nor do they constitute a default under any of the foregoing. E. There are no actions, suits or proceedings pending or threatened against or affecting Company in any court or before any arbitrator or before or by any governmental body in which there is a reasonable possibility of an adverse decision which could materially adversely affect the business (present or prospective), financial position, or results of operations of Company or which in any manner raises any questions affecting the validity of the Agreement or Company's ability to perform its obligations under this Agreement. F. The financing commitments, which Company will proceed with due diligence to obtain, to finance the construction of the Improvements will be sufficient to enable Company to successfully complete construction of the Improvements as contemplated in this Agreement, subject to additional costs incurred due to Unavoidable Delays. 16. Indemnification and Releases. A. Company hereby releases City, its elected officials, officers, employees, and agents (collectively, the "indemnified parties") from, covenants and agrees that the indemnified parties shall not be liable for, and agrees to indemnify, defend and hold harmless the indemnified parties against, any loss or damage to property or any injury to or death of any person occurring at or about the Property arising after Company's lease or acquisition of the same or resulting from any defect in the Improvements. The indemnified parties shall not be liable for any damage or injury to the persons or property of Company or its directors, officers, employees, contractors or agents, or any other person who may be about the Property or the Improvements, due to any act of negligence or willful misconduct of any person, other than any act of negligence or willful misconduct on the part of any such indemnified party or its officers, employees or agents. B. Except for any willful misrepresentation, any willful misconduct, or any unlawful act of the indemnified parties, Company agrees to protect and defend the indemnified parties, now or forever, and further agrees to hold the indemnified parties harmless, from any claim, demand, suit, action or other proceedings or any type or nature whatsoever by any person or entity whatsoever that arises or purportedly arises from (1) any violation of any agreement or condition of this Agreement (except with respect to any suit, action, demand or other proceeding brought by Company against the City to enforce its rights under this Agreement), or (2) the acquisition and condition of the Property and the construction, 12 International Paper - Business Use Pagp nRR of 865 installation, ownership, and operation of the Improvements, or (3) any hazardous substance or environmental contamination located in or on the Property. C. The provisions of this Section shall survive the expiration or termination of this Agreement. 17. Obligations Contingent. Each and every obligation of City under this Agreement is expressly made subject to and contingent upon City's completion of all procedures, hearings and approvals deemed necessary by City or its legal counsel for amendment of the urban renewal plan applicable to the Property and/or Project area, all of which must be completed within 90 days from the date this Agreement is approved by the City council. If such completion does not occur, then any conveyance, benefit or incentive of any type provided by City hereunder within said 90-day period is subject to reverter of title, revocation, repayment or other appropriate action to restore such property, benefit or incentive to City, and Company agrees to cooperate diligently and in good faith with any reasonable request by City to effectuate the restoration of same, or failing such restoration Company agrees to be liable for same or for the fair value thereof, plus interest on any sums owing at the rate of 5% per annum commencing with the date of demand for payment, if said payment is not remitted to City within 30 days. 18. No Assignment or Conveyance. Company agrees that it will not sell, convey, assign or otherwise transfer its interest in the Property prior to completion of the Project, whether in whole or in part, to any other person or entity without the prior written consent of City. Reasonable grounds for the City to withhold its consent shall include but are not limited to the inability of the proposed transferee to demonstrate to the City's satisfaction that it has the financial ability to observe all of the terms to be performed by Company under this Agreement. Notwithstanding the foregoing, (a) Company may assign the Property to an affiliate of Company without prior approval of City provided (i) the assignee assumes the obligations of Company under this Agreement, (ii) the assignee shall receive all Rebates payable as of and after the date of assignment, and (iii) Company provides written notice of assignment to City within five (5) business days after execution of assignment and (b) Company may mortgage the Property to a lender as security for financing of Project improvements, but for no other purpose. 19. Default. The following shall be "Events of Default" under this Agreement, and the term "Event of Default" shall mean any one or more of the following events that continues beyond any applicable cure periods; A. Failure by Company to cause the construction of the Improvements to be commenced and completed pursuant to the terms, conditions and limitations of this Agreement; B. Transfer by Company of any interest (either directly or indirectly) in the Improvements, any part of the Property, or this Agreement, without the prior written consent of City except as provided by Section 18 or otherwise as security for financing of Project improvements; 13 International Paper- Business Use Page 367 of 865 C. Failure by Company to pay, before delinquency, all ad valorem property taxes levied on or against any of the Property; D. Failure by any party hereto to substantially observe or perform any covenant, condition, obligation or agreement on its part to be observed or performed under this Agreement; E. Company (1) files any petition in bankruptcy or for any reorganization, arrangement, composition, readjustment, liquidation, dissolution, or similar relief under the federal bankruptcy law or any similar state law; (2) makes an assignment for the benefit of its creditors; (3) admits in writing its inability to pay its debts generally as they become due; (4) is adjudicated a bankrupt or insolvent; or if a petition or answer proposing the adjudication of Company as a bankrupt or its reorganization under any present or future federal bankruptcy act or any similar federal or state law shall be filed in any court and such petition or answer shall not be discharged or denied within ninety (90) days after the filing thereof; or a receiver, trustee or liquidator of Company, or part thereof, shall be appointed in any proceedings brought against Company and shall not be discharged within ninety (90) days after such appointment, or if Company shall consent to or acquiesce in such appointment; or (5) defaults under any mortgage applicable to any of Property. F. Any representation or warranty made by Company in this Agreement, or made by Company in any written statement or certificate furnished by Company pursuant to this Agreement, shall prove to have been incorrect, incomplete or misleading in any material respect on or as of the date of the issuance or making thereof. 20. Remedies. A. Default by Company. Whenever any Event of Default in respect of Company occurs and is continuing, the City may terminate this Agreement. Before exercising such remedy, City shall give 30 days' written notice to Company of the Event of Default, provided that by the conclusion of such period the Event of Default shall not have been cured, or the Event of Default cannot reasonably be cured within 30 days and Company shall not have provided assurances reasonably satisfactory to the City that the Event of Default will be cured as soon as reasonably possible. Upon termination, City may exercise any and all remedies available at law, equity, contract or otherwise for recovery of any sums paid by City to Company before the date of termination or to recover ownership of the Property as set forth in this Agreement. B. Default by City. Whenever any Event of Default in respect of City occurs and is continuing, Company may take such action against City to require it to specifically perform its obligations hereunder. Before exercising such remedy, Company shall give 30 days' written notice to City of the Event of Default, provided that by the conclusion of such period the Event of Default shall not have been 14 International Paper - Business Use —Page 68 of 865 cured, or if the Event of Default cannot reasonably be cured within 30 days and City shall not have provided assurances reasonably satisfactory to the Company that the Event of Default will be cured as soon as reasonably possible. C. Remedies under this Agreement shall be cumulative and in addition to any other right or remedy given under this Agreement or existing at law or in equity or by statute. Waiver as to any particular default, or delay or omission in exercising any right or power accruing upon any default, shall not be construed as a waiver of any other or any subsequent default and shall not impair any such right or power. 21. Materiality of Company's Promises, Covenants, Representations, and Warranties. Each and every promise, covenant, representation, and warranty set forth in this Agreement on the part of Company to be performed is a material term of this Agreement, and each and every such promise, covenant, representation, and warranty constitutes a material inducement for City to enter this Agreement. Company acknowledges that without such promises, covenants, representations, and warranties, City would not have entered this Agreement. Upon breach of any promise or covenant, or in the event of the incorrectness or falsity of any representation or warranty, City may, at its sole option and in addition to any other right or remedy available to it, terminate this Agreement and declare it null and void. 22. Performance by City. Company acknowledges and agrees that all of the obligations of City under this Agreement shall be subject to, and performed by City in accordance with, all applicable statutory, common law or constitutional provisions and procedures consistent with City's lawful authority. All covenants, stipulations, promises, agreements and obligations of City contained in this Agreement shall be deemed to be the covenants, stipulations, promises, agreements and obligations of City and not of any governing body member, officer, employee or agent of City in the individual capacity of such person. 23. No Third -Party Beneficiaries. No rights or privileges of any party hereto shall inure to the benefit of any contractor, subcontractor, material supplier, or any other person or entity, and no such contractor, subcontractor, material supplier, or other person or entity shall be deemed to be a third -party beneficiary of any of the provisions of this Agreement. 24. Notices. Any notice under this Agreement shall be in writing and shall be delivered in person, by overnight air courier service, by United States registered or certified mail, postage prepaid, , and addressed: (a) if to City, at 715 Mulberry Street, Waterloo, Iowa 50703, , Attention: Mayor, with copies to the City Attorney and the Community Planning and Development Director. 15 International Paper - Business Use Pane 169 of RA5 (b) if to Company, at 6400 Poplar Avenue, Memphis, TN 38197, Attention: Real Estate Director, with required copies to International Paper Company, Attention: Holly Holt, Legal Department. Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in person, (ii) one (1) business day following deposit for overnight delivery to an overnight air courier service which guarantees next day delivery, (iii) three (3) business days following the date of deposit if mailed by United States registered or certified mail, postage prepaid, or (iv) when transmitted by facsimile so long as the sender obtains written electronic confirmation from the sending facsimile machine that such transmission was successful. A party may change the address for giving notice by any method set forth in this Section. 25. No Joint Venture. Nothing in this Agreement shalt, or shall be deemed or construed to, create or constitute any joint venture, partnership, agency, employment, or any other relationship between the City and Company nor to create any liability for one party with respect to the liabilities or obligations of the other party or any other person. 26. Amendment, Modification, and Waiver. No amendment, modification, or waiver of any condition, provision, or term of this Agreement shall be valid or of any effect unless made in writing, signed by the party or parties to be bound or by the duly authorized representative of same, and specifying with particularity the extent and nature of the amendment, modification, or waiver. Any waiver by any party of any default by another party shall not affect or impair any rights arising from any subsequent default. 27. Severability; Reformation. Each provision, section, sentence, clause, phrase, and word of this Agreement is intended to be severable. if any portion of this Agreement shall be deemed invalid or unenforceable, whether in whole or in part, the offending provision or part thereof shall be deemed severed from this Agreement and the remaining provisions of this Agreement shall not be affected thereby and shall continue in full force and effect. If, for any reason, a court finds that any portion of this Agreement is invalid or unenforceable as written, but that by limiting such provision or portion thereof it would become valid and enforceable, then such provision or portion thereof shall be deemed to be written, and shall be construed and enforced, as so limited. 28. Captions. All captions, headings, or titles in the paragraphs or sections of this Agreement are inserted only as a matter of convenience and/or reference, and they shall in no way be construed as limiting, extending, or describing either the scope or intent of this Agreement or of any provisions hereof. 29. Interpretation. This Agreement shall not be construed more strictly against one party than against the other merely by virtue of the fact that it may have been prepared by counsel for one of the parties, it being recognized that the parties hereto and their respective attorneys have contributed substantially and materially to the preparation of each and every provision of this Agreement. 16 International Paper - Business Use Page 370 of 865 30. Binding Effect. This Agreement shall be binding and shall inure to the benefit of the parties and their respective successors, assigns, and legal representatives. 31. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original and all of which, taken together, shall constitute one and the same instrument. 32. Entire Agreement. This Agreement, together with the exhibits attached hereto, constitutes the entire agreement of the parties and supersedes all prior or contemporaneous negotiations, discussions, understandings, or agreements, whether oral or written, with respect to the subject matter hereof. 33. Time of Essence. Time is of the essence of this Agreement. IN WITNESS WHEREOF, the parties have executed this Development Agreement by their duly authorized representatives as of the date first set forth above. CITY OF WATERLOO, IOWA INTERNATIONAL PAPER COMPANY By: By: Quentin M. Hart, Mayor Attest: Kelley Felch , City Clerk 17 Title: DifecAor 61 International Paper - Business Use Page 371 of 865 EXHIBIT "A" Legal Description of Property See attached diagram, consisting of approximately 66 acres, more or less, in the SW'/4 and the S 1/2 of the NW 1/4 of Section 5, Township 89 North, Range 13 West of the 5th P.M., City of Waterloo, Black Hawk County, Iowa [formal legal description to be determined following survey or platting] International Paper - Business Use __._ Page 372 of 865 EXHIBIT "B" MINIMUM ASSESSMENT AGREEMENT This Minim Assessment Agreement (the "Agreement") is entered into as of , and among the CITY OF WATERLOO, IOWA ("City"), IN PtNATIONAL PAPER COMPANY ("Company"), and the COUNTY ASSESSOR of the City of Waterloo, Iowa ("Assessor"). WITNESSETH: WHEREAS, on or before the date hereof the City and Company have entered into a development agreement (the "Development Agreement") regarding certain real property (the "Property"), described in Exhibit "A" thereto, located in the City; and WHEREAS, it is contemplated that pursuant to the Development Agreement, the Company will undertake the development of an area within the City and within the East Waterloo Unified Urban Renewal and Redevelopment Plan area, including the construction of certain improvements as described in the Development Agreement (the "Minimum Improvements") on the Property (the "Project"); and WHEREAS, pursuant to Iowa Code § 403.6, as amended, the City and the Company desire to establish a minimum actual value for the Property and the Minimum Improvements to be constructed thereon by Company pursuant to the Development Agreement, which shall be effective upon substantial completion of the Project and from then until this Agreement is terminated pursuant to the terms herein and which is intended to reflect the minimum actual value of the land and buildings as to the Project only; and WHEREAS, the City and the Assessor have reviewed the preliminary plans and specifications for the Minimum Improvements which the parties contemplate will be erected as a part of the Project. NOW, THEREFORE, the parties hereto, in consideration of the promises, covenants, and agreements made by each other, do hereby agree as follows: 1. Upon substantial completion of construction of the Minimum Improvements by Company, the minimum actual taxable value which shall be fixed for assessment purposes for the Property and Minimum Improvements to be constructed thereon by Company as a part of the Project shall not be less than $40,000,000.00 (the "Minimum Actual Value") until termination of this Agreement. The parties hereto agree that construction of the Minimum Improvements will be substantially completed by the date set forth in the Development Agreement, and in any case if the Minimum Improvements are not substantially completed by December 31, 2026 the parties agree to execute an amendment to this Agreement that will extend the date specified in Section 2 below. International Paper - Business Use Page-373 of 865 2. The Minimum Actual Value herein established shall be of no further force and effect, and this Minimum Assessment Agreement shall terminate, on December 31, 2047. The Minimum Actual Value shall be maintained during such period regardless of: (a) any failure to complete the Minimum Improvements; (b) destruction of all or any portion of the Minimum Improvements; (c) diminution in value of the Property or the Minimum Improvements; or (d) any other circumstance, whether known or unknown and whether now existing or hereafter occurring. 3. Company shall pay, or cause to be paid, when due, all real property taxes and assessments payable with respect to all and any parts of the Property and the Minimum Improvements pursuant to the provisions of this Agreement and the Development Agreement. Such tax payments shall be made without regard to any Toss, complete or partial, to the Property or the Minimum Improvements, any interruption in, or discontinuance of, the use, occupancy, ownership or operation of the Property or the Minimum Improvements by Company or any other matter or thing which for any reason interferes with, prevents or renders burdensome the use or occupancy of the Property or the Minimum Improvements. 4. Company agrees that its obligation to make the tax payments required hereby, to pay the other sums provided for herein, and to perform and observe its other agreements contained in this Agreement shall be absolute and unconditional obligations of Company (not limited to the statutory remedies for unpaid taxes) and that Company shall not be entitled to any abatement or diminution thereof, or set off therefrom, nor to any early termination of this Agreement for any reason whatsoever. 5. Nothing herein shall be deemed to waive the Company's rights under Iowa Code § 403.6, as amended, to contest that portion of any actual value assignment made by the Assessor in excess of the Minimum Actual Value established herein. In no event, however, shall the Company seek or cause the reduction of the actual value assigned below the Minimum Actual Value established herein during the term of this Agreement. Nothing herein shall limit the discretion of the Assessor to assign at any time an actual value to the land and Minimum Improvements in excess of the Minimum Actual Value. 6. Company agrees that during the term of this Agreement it will not: (a) seek administrative review or judicial review of the applicability or constitutionality of any Iowa tax statute relating to the taxation of property contained as a part of the Property or the Minimum Improvements determined by any tax official to be applicable to the Property or the Minimum Improvements, or raise the inapplicability or constitutionality of any such tax statute as a defense in any proceedings, including delinquent tax proceedings; or (b) seek any tax deferral, credit or abatement, either presently or prospectively authorized under Iowa Code Chapter 403 or 404, or any other state law, of the taxation of real property, including improvements and fixtures thereon, contained in the Property or the Minimum Improvements; or 2 International Paper - Business Use Page 374 of 865 (c) request the Assessor to reduce the Minimum Actual Value; or (d) appeal to the board of review of the city, county, state or to the Director of Revenue of the State of Iowa to reduce the Minimum Actual Value; or (e) cause a reduction in the actual value or the Minimum Actual Value through any other proceedings. 7. This Agreement shall be promptly recorded by the City with the Recorder of Black Hawk County, Iowa. The City shall pay all costs of recording. 8. Neither the preambles nor provisions of this Agreement are intended to, or shall be construed as, modifying the terms of the Development Agreement. 9. Each provision, section, sentence, clause, phrase, and word of this Agreement is intended to be severable. If any portion of this Agreement shall be deemed invalid or unenforceable, whether in whole or in part, the offending provision or part thereof shall be deemed severed from this Agreement and the remaining provisions of this Agreement shall not be affected thereby and shall continue in full force and effect. If, for any reason, a court finds that any portion of this Agreement is invalid or unenforceable as written, but that by limiting such provision or portion thereof it would become valid and enforceable, then such provision or portion thereof shall be deemed to be written, and shall be construed and enforced, as so limited. 10. This Agreement shall inure to the benefit of and be binding upon the successors and assigns of the parties, including but not limited to future owners of the Project property. IN WITNESS WHEREOF, the parties have executed this Minimum Assessment Agreement by their duly authorized representatives as of the date first set forth above. [signatures on next page] 3 International Paper - Business Use Page 375 of 865 CITY OF WATERLOO, IOWA By: 1X7-- Quentin Hart, Mayor Attest: Kelley Felchle, ity Clerk STATE OF IOWA ss. COUNTY OF BLACK HAWK ) On this /"f--1, day of , before me, a Notary Public in and for the State of Iowa, personally appearentin Hart and Kelley Felchle, to me personally known, who being duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Waterloo, Iowa, a municipal corporation, created and existing under the laws of the State of Iowa, and that the seal affixed to the foregoing instrument is the seal of said municipal corporation, and that said instrument was signed and sealed on behalf of said municipal corporation by authority and resolution of its City Council, and said Mayor and City Clerk acknowledged said instrument to be the free act and deed of said municipal corporation by it and by them voluntarily executed. INTERNATIONAL PAPER COMPANY By: 1 Title: NileC, o BRITNI C PERKINS COMMISSION NO. 845529 MY COMMISSION EXPIRES AANUARY2, 2026 STATE OF Ve-V4" LSS¢R ) ss. COUNTY OF \1\.12-\\eat-j Subscribed and sworn to before me on \ 1'-\ 2'2 /Lk , by 1241,,\ p�rec.kpr of International Paper Company. A-A4-A) Notary Public 4 International Paper - Business Use Qaw Page 376 of 865 CERTIFICATION OF ASSESSOR The undersigned, having reviewed the plans and specifications for the Minimum Improvements to be constructed and the market value assigned to the land upon which the Minimum Improvements are to be constructed for the development, and being of the opinion that the minimum market value contained in the foregoing Minimum Assessment Agreement appears reasonable, hereby certifies as follows: The undersigned Assessor, being legally responsible for the assessment of the property described in the foregoing Minimum Assessment Agreement, certifies that the actual value assigned to that land and improvements upon completion shall not be Tess than Forty Million and 00/100 Dollars ($40,000,000.00) until termination of this Minimum Assessment Agreement pursuant to the terms hereof, subject to adjustment as provided in said agreement. Assessor for Black Hawk County, Iowa Date STATE OF IOWA ) ) ss. COUNTY OF BLACK HAWK ) Subscribed and sworn to before me on , by T.J. Koenigsfeld, Assessor for Black Hawk County, Iowa. Notary Public International Paper - Business Use Page 377 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Kelley Felchle, City Clerk November 17, 2025 City Clerk Department AGENDA ITEM TITLE Resolution approving eleven (11) FY 2026 Quarter 3 and Quarter 4 Mini -event grants, in the amount of $108,500.00, as recommended by the Waterloo Convention and Visitors Bureau Board of Directors. RECOMMENDED COUNCIL ACTION Approve grant application recommendation. SUMMARY STATEMENT AND BACKGROUND INFORMATION See attached documents for further details. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Council Communication - FY26Q3Q4 Page 378 of 865 2. Final Iowa Woo Mini Grant 3. FY26 Q3Q4 HM Grants 4. FY26 Q3Q4 HM Grants[26] Page 379 of 865 Council Communication City Council Meeting: TBD Prepared: 10.21.2025 Dept. Head Signature: Number of Attachments: 3 SUBJECT: FY26 Q3/Q4 Hotel -Motel Grants Submitted by: Tavis Hall, Experience Waterloo Recommended City Council Action: Approve Experience Waterloo (CVB) board recommendation for FY26 Q3/Q4 Event & Capital Grants Event Grant Summary Statement: The Experience Waterloo board has reviewed a total of 11 event & capital applications for Hotel -Motel Grant funding. The recommended funding represents $8,498,514 in economic impact, a return on investment rate of $86. Recommended Award: $108,500 Source of Funds: Hotel -motel tax grant funding for FY26 Projected Economic Impact: Total projected impact is $8,498,514 (includes Business -to - Business projected transactions). Projected ROI: Support as recommended would return $86.24 of local economic impact per dollar awarded. Alternative: Do not provide funding or provide alternate funding levels. Page 380 of 865 Prepared for Mini Grant The Experience Waterloo Team PREPARED BY: Tanner Blaylock: General Manager IOWA WOO 319-404-6726 — tanner.blaylock@iowawoo.com Page 381 of 865 Dear Experience Waterloo Team, On behalf of the Iowa Woo Professional Arena Football Team, I'm excited to submit this grant request to support key upgrades that will enhance our fans' experience and further position Waterloo as a premier regional destination for entertainment and tourism. With over 15,000 fans attending our games each season, the Woo have become an increasingly important draw to the area —bringing families, sports enthusiasts, and visitors from across Iowa and beyond. The improvements outlined below are designed to increase safety, comfort, and overall fan satisfaction, all of which directly support Experience Waterloo's mission to promote economic vitality and tourism growth. Proposed Enhancements 1. Safety & Multi -Use Drum Tables We're requesting funding to purchase concrete to fill 55-gallon drums, which will secure our arena walls and significantly improve safety for both players and fans. These drums will also serve as functional, inclusive table seating in key fan areas, offering a creative and welcoming upgrade for our audience. Total Cost: $9,400 2. Comfortable Box Seating We aim to install upgraded, comfortable seating in our VIP and accessible box areas. This investment will not only elevate the game -day experience but also help us attract more guests, including out-of-town visitors, who expect high -quality amenities when choosing entertainment destinations. Total Cost: $18,000 3. Flooring for Field -Level Boxes Currently, our field boxes have bare concrete flooring. By adding carpet or durable flooring, we'll greatly enhance both comfort and aesthetics, creating a more polished environment that's appealing to sponsors, fans, and event planners. A better arena leads to more visitors and greater economic impact for Waterloo. Total Cost: $5,300 Total cost for all three levels: $32,700 By supporting this request, Experience Waterloo will be directly contributing to the growth of local tourism, improved visitor experiences, and a stronger sense of community pride. These updates will help us continue building momentum as a key part of Waterloo's identity and entertainment landscape. Thank you for your consideration. We'd love the opportunity to grow with you and continue making Waterloo a destination worth cheering for. Page 382 of 865 Warm regards, Tanner Blaylock General Manager Iowa Woo Professional Arena Football Team 319-404-6726 or tanner.blaylock@iowawoo.com Page 383 of 865 Economic EVENT GRANTS - FY26 Q3/Q4 Recomm. Impact ROI Event Location Event Notes Ebonite Winter Classic $6,000 $707,692 $117.95 Maple Lanes The dollars through this grant process allow for this tournament to be successful, as the dollars are the entirety of the grant pool. FIRST Robotics Nearly 50 schools from around the US compete in a multi -day robotics $5,000 $851,987 $170.40 McLeod Center (CF) competition, filling hotel rooms throughout the Cedar Valley during our off- season. IOMA State Pool Statewide pool tournament happening in the heart of Waterloo's off- $15,000 $827,348 $55.16 W'loo Con. Center season IOMA State Dart Statewide dart tournament happening in the heart of Waterloo's off- $15,000 $736,225 $49.08 W'loo Con. Center season Iowa High School State Bowfin€ $7,000 $451,961 $64.57 Maple Lanes This is the boys and girls high school state tournament. They happen on separate weekends, positively impacting off-season hotel stays Iowa State Seniors Bowling $5,000 $369,610 $73.92 Maple Lanes This long-standing event has a great room night generation during a ti of year where it is especially needed for hotel partners My Waterloo Days 26 $15,000 $1,055,318 $70.35 Lincoln Park MWD is the unoffiical kick-off to summer and has grown to become a regional attracion thanks to the addition of national headliners to attract diverse crowds NWCA National Duals $10,000 $1,683,385 $168.34 UNI-Dome (CF) This is a national collegiate wrestling tournament at the UNI-Dome fills room throughout the Cedar Valley & beyond. 50/50 Tournament ** $3,000 $311,068 $103.69 Cadillac Lanes Bowling tournaments are an important part of our off-season tourism ecosystem. This event consistently brings visitors to the area. VGM Heartland Conference This weekday conference brings hundreds of healthcare industry $20,000 $1,503,920 $75.20 W'loo Con. Center professionals from across the nation to downtown Waterloo TOTAL $101,000 $8,498,514 $86.24 CAPITAL GRANT Iowa Woo Field Improvements Grant o ars wi a use or sa ety & mu ti-use rum to • es as we as ie . .ox oaring or aci ity en ancements at $7,500 the Hippodrome at the National Cattle Congress grounds. These items would still be needed in the event of larger scale facility improvements. Page 384 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' Ebonite Winter Classic Bowling Business Sales (Direct): $456,604 Tournament Organization: Greater Cedar Valley USBC Bowling Business Sales (Total): $707,692 Association & Greater Iowa Bowling Association Event Type: Convention Jobs Supported (Direct): 238 Start Date: 2/20/2026 Jobs Supported (Total): 292 End Date: 2/22/2026 Local Taxes (Total): $12,790 Overnight Attendees: 610 Net Direct Tax ROI: $11,973 Day Attendees: 1130 Estimated Room Demand: 1,221 Direct Business Sales $300.000 - Sales by Sourc e Sales by Sector _ Trans. $250.000 - $200.000 - - - Space Rental Retail 11 Recreation $150.000 - $100.000 - $50.000 - - Business Services }}: s3 } : 5120!)00 3160.(0) $0 , .5L:: L.::.-Ii; O'39'Y z' EX'r v to'; U0.000 So-: }}v ai): }}v $110,600 Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $128,200 $24,497 $64,113 $21,293 $11,945 $0 $0 $250,049 $7,135 $2,378 $62,828 $0 $0 $26,597 $56,023 $154,960 $0 $8,091 $17,019 $0 $0 $4,693 $21,792 $51,595 $135,335 $34,966 $143,959 $21,293 $11,945 $31,290 $77,815 $456,604 Destinations International Event Impact Calculator 10/21/2025 3:30:39 PM Page 385 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: FIRST Robotics Comp - 26 Business Sales (Direct): $549,016 Organization: FIRST Business Sales (Total): $851,987 Event Type: Convention Jobs Supported (Direct): 292 Start Date: 3/26/2026 Jobs Supported (Total): 355 End Date: 3/28/2026 Local Taxes (Total): $13,091 Overnight Attendees: 800 Net Direct Tax ROI: $12,104 Day Attendees: 1400 Estimated Room Demand: 1,174 Direct Business Sales $300.000 - Sales by Source Sales by Sector $250.000 - $200.000- - Trans. Space Rental Retail $150.000 - - - Recreation Lodging $100.000 $50.000 I Business Services INi $0 :2 )j 2a orgs-.z=_• Ex-.o to'a so. 550..X S100,000 S150,000 S200,000 Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $123,297 $32,409 $84,688 $28,266 $15,773 $0 $0 $284,432 $9,021 $3,007 $80,657 $0 $0 $34,144 $71,518 $198,347 $0 $10,387 $21,848 $0 $0 $6,025 $27,977 $66,237 $132,317 $45,803 $187,194 $28,266 $15,773 $40,169 $99,495 $549,016 Destinations International Event Impact Calculator 10/21/2025 3:30:43 PM Page 386 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: IOMA Pool 26 Business Sales (Direct): $533,901 Organization: Iowa Operators of Music & Amusements Business Sales (Total): $827,348 ( IOMA Event Type: Convention Jobs Supported (Direct): 142 Start Date: 2/18/2026 Jobs Supported (Total): 174 End Date: 2/23/2026 Local Taxes (Total): $15,399 Overnight Attendees: 500 Net Direct Tax ROI: $14,443 Day Attendees: 500 Estimated Room Demand: 1,559 Direct Business Sales Sales by Source $300.000 Sales by Sector $250.000 - $200.000- ■ - - - Trans. Space Rental Retail $150.000- - Recreation $100.000 - $50.000 - - Business Services $0 Ati. ids •3s1z-er Exhibitor SC. S5v.vOO S1vO.vOO S15v'.000 Sfvv.vvv Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $155,874 $27,987 $74,317 $23,426 $13,939 $0 $0 $295,544 $8,036 $2,679 $72,799 $0 $0 $30,818 $64,242 $178,574 $0 $9,375 $19,720 $0 $0 $5,438 $25,251 $59,784 $163,910 $40,041 $166,836 $23,426 $13,939 $36,256 $89,493 $533,901 Destinations International Event Impact Calculator 10/21/2025 3:30:30 PM Page 387 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: Organization: Event Type: Start Date: End Date: Overnight Attendees: Day Attendees: IOMA Darts 2026 Iowa Operators of Music & Amusements (IOMA) Convention 3/4/2026 3/8/2026 511 300 Direct Business Sales $300.000- $250.000- $200.000- $150.000- $100.000- $50.000 - $0 Sales by Source Orgsiz-er Exhibitor Business Sales (Direct): Business Sales (Total): Jobs Supported (Direct): Jobs Supported (Total): Local Taxes (Total): Net Direct Tax ROI: Estimated Room Demand: $474,963 $736,225 138 169 $14,584 $13,733 1,491 Industry Attendees Sales by Sector - Trans. Space Rental - Retail Recreation Business Services Lodging Food/Bev SC. Organizer Exhibitor S15v.. C.C.C. f . Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $149,145 $26,423 $70,789 $21,787 $13,270 $0 $0 $281,414 $5,542 $1,847 $60,599 $0 $0 $25,653 $50,142 $143,784 $0 $7,804 $16,415 $0 $0 $4,526 $21,019 $49,765 $154,687 $36,075 $147,803 $21,787 $13,270 $30,179 $71,162 $474,963 Destinations International Event Impact Calculator 10/21/2025 3:30:27 PM Page 388 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: Iowa Boy's and Girl's High School Business Sales (Direct): $291,162 Bowling State Finals 26 Organization: Cadillac XBC Business Sales (Total): $451,961 Event Type: Convention Jobs Supported (Direct): 153 Start Date: 2/20/2026 Jobs Supported (Total): 186 End Date: 2/22/2026 Local Taxes (Total): $5,871 Overnight Attendees: 256 Net Direct Tax ROI: $5,348 Day Attendees: 1300 Estimated Room Demand: 512 Direct Business Sales Sales by Source Sales by Sector $160.000 - $140.000 - Trans. $120.000 Space Rental $100.000 - Retail $80.000 - • Recreation $60.000 - Lodging $40.000- $20.000 - Business Services $0 41-L ids Orgsizr Exhibitors $0 $22Q XX $40:C.X. $60,.N.D 5&D,04D .$106,000 $:2 ,00.: Industry Attendees Organizer Exhibitor Total Lodging $51,240 $6,380 $0 $57,620 Transportation $18,426 $2,127 $5,653 $26,205 Food & Beverage $44,419 $43,894 $11,890 $100,203 Retail $18,762 $0 $0 $18,762 Recreation $8,089 $0 $0 $8,089 Space Rental $0 $18,582 $3,279 $21,861 Business Services $0 $43,197 $15,225 $58,422 TOTAL $140,936 $114,179 $36,047 $291,162 Destinations International Event Impact Calculator 10/21/2025 3:30:47 PM Page 389 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' - Iowa State Seniors Bowling Business Sales (Direct): $238,480 Organization: Cadillac XBC Business Sales (Total): $369,610 Event Type: Convention Jobs Supported (Direct): 79 Start Date: 3/21/2026 Jobs Supported (Total): 97 End Date: 3/24/2026 Local Taxes (Total): $7,572 Overnight Attendees: 300 Net Direct Tax ROI: $7,145 Day Attendees: 200 Estimated Room Demand: 743 Direct Business Sales $160.000 - Sales by Sourc e -� Sales by Sector Trans. $140.000- $120.000 $100.000 $80.000 - -1M - Space Rental Retail — Recreation $60.000 _ $40.000 - � - Food/Bev $20.000 - - — Business Services $0 :2 )j 2a c•3s') z=_• Ex-io to•a so. S20:000 S40:000 S3v vvv. S80...000. S1 v.v:.v.vv. Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $77,971 $13,523 $35,812 $11,389 $6,712 $0 $0 $145,408 $2,679 $893 $29,120 $0 $0 $12,327 $24,140 $69,159 $0 $3,750 $7,888 $0 $0 $2,175 $10,100 $23,913 $80,649 $18,166 $72,820 $11,389 $6,712 $14,502 $34,240 $238,480 Destinations International Event Impact Calculator 10/21/2025 3:30:34 PM Page 390 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' - My Waterloo Days Business Organization: Experience Waterloo Business Event Type: Convention Jobs Start Date: Jobs Supported (Total): 380 End Date: 6/7/2026 Local Overnight Attendees: 300 Net Day Attendees: 12500 Estimated Sales (Direct): $679,106 Sales (Total): $1,055,318 Supported (Direct): 296 Taxes (Total): $8,746 Direct Tax ROI: $7,521 Room Demand: 600 Direct Business Sales Sales by Source $250.000- Sales by Sector - Trans. $200.000 - $150.000- $100.000 - $50.000 o - - - - Space Rental -Retail Recreation Lodging Food/Bev $o Al-L-ids Crgsiz2r Exioto•a SC:. S50:000 S100,000 S150.000 S200.000 S25v...000. Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $60,047 $35,799 $82,291 $39,201 $14,816 $0 $0 $232,153 $51,431 $17,144 $0 $0 $0 $0 $149,492 $218,066 $0 $35,894 $75,498 $0 $0 $20,819 $96,675 $228,886 $111,478 $88,837 $157,788 $39,201 $14,816 $20,819 $246,167 $679,106 Destinations International Event Impact Calculator 10/21/2025 3:30:22 PM Page 391 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' - NWCA Multi Division National Duals Business Sales (Direct): $1,086,762 Organization: NWCA Business Sales (Total): $1,683,385 Event Type: Convention Jobs Supported (Direct): 351 Start Date: 1/9/2026 Jobs Supported (Total): 433 End Date: 1/12/2026 Local Taxes (Total): $27,646 Overnight Attendees: 1100 Net Direct Tax ROI: $25,703 Day Attendees: 3200 Estimated Room Demand: 2,723 Direct Business Sales $600.000- Sales by Source Sales by Sector Trans. Space Rental $ 400.000 - - - Retail Recreation $200.000- • tt-,.j32s Orgsiz3' Exi vto'} 55:}}v 51-::}}: -::}}: a'a:}): Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $272,279 $52,603 $138,618 $45,041 $25,874 $0 $0 $534,413 $23,508 $7,836 $161,314 $0 $0 $68,289 $158,927 $419,874 $0 $20,775 $43,696 $0 $0 $12,049 $55,953 $132,474 $295,787 $81,214 $343,628 $45,041 $25,874 $80,338 $214,880 $1,086,762 Destinations International Event Impact Calculator 10/21/2025 3:30:20 PM Page 392 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' - 50/50 Team and Doubles Bowling Business Sales (Direct): $200,628 Tournament Organization: Senior Scratch Bowling Association & Business Sales (Total): $311,068 Cadillac XBC Event Type: Convention Jobs Supported (Direct): 105 Start Date: 1/23/2026 Jobs Supported (Total): 128 End Date: 1/25/2026 Local Taxes (Total): $6,108 Overnight Attendees: 310 Net Direct Tax ROI: $5,748 Day Attendees: 250 Estimated Room Demand: 620 Direct Business Sales Sales by Source Sales by Sector $140.000 - iTrans. $120.000 - Space Rental $100.000 - - , Retail $80.000 - - Recreation $60.000 - $40.000- $20.000 - $0 - Business Services i SC. 52. vvv 54v.vvv S3v vvv 58C.vv:. Industry Attendees Organizer Exhibitor Total Lodging $62,049 $2,296 $0 $64,345 Transportation $11,739 $765 $3,226 $15,730 Food & Beverage $31,055 $25,046 $6,784 $62,885 Retail $9,964 $0 $0 $9,964 Recreation $5,802 $0 $0 $5,802 Space Rental $0 $10,603 $1,871 $12,474 Business Services $0 $20,740 $8,688 $29,428 TOTAL $120,609 $59,451 $20,568 $200,628 Destinations International Event Impact Calculator 10/21/2025 3:30:25 PM Page 393 of 865 Event Impact Summary Destination: Experience Waterloo Event Parameters Key Results Event Name: 26' - VGM Heartland Business Sales (Direct): $971,204 Organization: VGM Group Business Sales (Total): $1,503,920 Event Type: Convention Jobs Supported (Direct): 520 Start Date: 6/8/2026 Jobs Supported (Total): 637 End Date: 6/12/2026 Local Taxes (Total): $33,687 Overnight Attendees: 1550 Net Direct Tax ROI: $31,952 Day Attendees: 1000 Estimated Room Demand: 3,102 Direct Business Sales $800.000 - Sales by Source Sales by Sector Trans. Space Rental $600.000 $ 00.000 -a - Retail — Recreation $200.000 - Food/Bev IN MN'- Business Services $0 Att1•jaaa Crgsiz=• Exioto•a SC. S100:000 S2CC',C4}0 .000 ,000 Industry Attendees Organizer Exhibitor Total Lodging Transportation Food & Beverage Retail Recreation Space Rental Business Services TOTAL $356,779 $49,634 $134,028 $39,706 $25,313 $0 $0 $605,460 $10,041 $3,347 $115,165 $0 $0 $48,752 $93,863 $271,168 $0 $14,831 $31,196 $0 $0 $8,602 $39,946 $94,575 $366,820 $67,812 $280,389 $39,706 $25,313 $57,354 $133,809 $971,204 Destinations International Event Impact Calculator 10/21/2025 5:18:31 PM Page 394 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Airport Department November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 3 with Peters Construction Corporation, of Waterloo, Iowa, for a net decrease of $14,314.83, in conjunction with Terminal Parking Canopy Structure, Contract No. ICAIF No. 91220AL0400, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Peters Construction - Terminal Canopy - Change Order No 3 Page 395 of 865 CHANGE ORDER NO. 3 Owner: Waterloo Regional Airport, City of Waterloo, Iowa Project: Terminal Parking Canopy Structure Owner's Contract No. ICAIF Project No. 9I220AL0400 Contract No. 0004232 Contractor: Peters Construction Corporation Date of Contract Start: November 6, 2023 Date: October 22, 2025 You are directed to make the following changes in the Contract Documents. Description: Item No. Description Unit Unit Price Contract Quantity Change Percent Change Revised Quantity Amount 111 UTILITY LOCATES LS $ 2,058.39 - 1.0 - 1.0 $ 2,058.39 112 RELOCATE BARRIER GATES LS $ 3,454.78 - 1.0 - 1.0 $ 3,454.78 113 AIRPORT BRANDING ALLOWANCE LS $ (10,000.00) - 1.0 - 0.0 $ (10,000.00) 114 BIRD CONTROL LS $ (9,828.00) - 1.0 - 0.0 $ (9,828.00) Total Change Order $ (14,314.83) Reason for Change Order: 111 — Contract modification locating existing underground utilities differing from the "as -built" locations from previous project plans. 112 — Contract modification revising the final gate arm location and arrangement to facilitate the parking lot entry and exit canopy geometries. 113 — Contract modification to remove airport branding from the scope of work. 114 — Contract modification to remove bird control from the scope of work. ICAIF Project No — 9I220AL0400 Contract No. 0004232 CO-3 Project No — 60723532 1 Page 396 of 865 CONTRACT PRICE Original: $ 2382.854.00 Previous C.O.s (ADD): $ 31,932.89 This C.O. (DEDUCT): $ 14,314.83 Contract Price with all approved Change Orders: $ 2,400,472.06 CONTRACT TIMES (Calendar Days) To substantial To final completion completion Original: Previous C.O.s (ADD): This C.O. (DEDUCT): REVISED: 380 10 0 390 It is agreed by the Contractor that this Change Order includes any and all costs associated with or resulting from the change(s) ordered herein, including all impact, delays, and acceleration costs. Other than the dollar amount and time allowance listed above, there shall be no further time or dollar compensation as a result of this Change Order. THIS DOCUMENT SHALL BECOME AN AMENDMENT TO THE CONTRACT AND ALL STIPULATIONS AND COVENANTS OF THE CONTRACT SHALL APPLY HERETO. RECOMMENDED: By: c-L\ 3 10/24/2025 Engineer (Authorized Signature) Date APPROVED: By: Owner (Authorized Signature) Date ACCEPTED: By:14z 11/zc Contractor (Authorized Signature) Date ICAIF Project No — 9I220AL0400 Contract No. 0004232 CO-3 Project No — 60723532 2 Page 397 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Greg Ahlhelm, Building Offical Building Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving Pay Application No. 7 in the amount of $1,494.40, and approving the Completion of Project and Recommendation of Acceptance of Work for work performed by Peters Construction Corporation of Waterloo, Iowa, in conjunction with the Waterloo Public Market Renovation Project. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION Resolution approving Completion of Project and Recommendation of Acceptance of Work for work performed by Peters Construction Corporation of Waterloo, Iowa, in the amount of $1,492.40, in conjunction with the Waterloo Public Market Renovation Project. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 398 of 865 ATTACHMENTS 1. Completion of Project - Public Market Renovaton - Peters Construction Corp. Page 399 of 865 Document G702' -1992 ap co CL O trz C3 cts 0 ICC Distribution to: ❑ i ❑ ❑ 0 re ce W 0 z - LL 0 C1 CONTRACT FOR: CONTF CONTRACT DATE: PROJECT NOS: E C: 24 3 i' U w N 1 im 3 as a a g' 4 . 0 • 1:4O IF, S A g 3 ga:g3 Un3a 12 ei w O z 0 o a 0 0 Q 0 Z-2 LU �o ag O• c u O F Q o2 vi "' a O. i '� o CO 0.0 be w n ObN ZronV o aQ V Q tu 0 c`un as 11a( 5. RETAINAGE: N n N " fV FLIP- ug rE 0 ro O (` ro w Total Retainage (Lines 5a + 5b, or Total in Column I ofG703) O 00 00 of 49 ON r't 00 N 8. CURRENT PAYMENT DUE 0) 8 ADDITIONS CHANGE ORDER SUMMARY LID N C CO N Q 8 c9 Vi (09 Nh Ni fR Page 400 of 865 Document G7O3' -1992 I r- tit Continuation Sheet R ETAINAGE (If variable rate) g BALANCE TO FINISH (C- G) 0 � 888S000 O0000 0 0000000 r r r r r 0 Q r TOTAL COMPLETED AND STORED TO DATE (D+E+F) � J 880000 C7 S C� 0 O O O or0cvtnc o F. fV M 1. CO h t. d) V' co co V' h c. cV a0 r O 0 0 N w MATERIALS PRESENTLY STORED INotinDarE) D 1 E WORK COMPLETED THIS PERIOD Z uQ g 00.00000 .1. N c0 r c- r 29, 888.00 —1 u CI U4 5' 0 � => O O O o 0 0 0 0000000 O r O N try O O Is- N M OD f~ Is..ap 0) sl (O OD V NIiv �i c* r O 0 q cq�3 N PA DESCRIPTION OF WORK c m w 4 e 0 em CT a C tU (0 43 Q' OC2 j tip—(J eta C E o 6 C �1 o Q OOo d IL. d W Totals GRAND TOTAL Q 14 p Z Q cov (( o LO o 00Csc�ocoo 1 2 s u AC Page 401 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Airport Department November 17, 2025 AGENDA ITEM TITLE Resolution approving Completion of Project and Recommendation of Acceptance of Work for work performed by Peters Construction Corporation of Waterloo, lowa,in the amount of $2,400,472.06, in conjunction with the Terminal Parking Canopy Structure Project, Contract No. ICAIF No. 91220AL0400. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Terminal Canopy - Recommendation of Project Acceptance Page 402 of 865 Page 403 of 865 A—COM Imagine it. AECOM Delivered. 500 SW 7th Street Des Moines IA, 50309 USA aecom.com October 22, 2025 Mr. Steven Kjergaard Director of Aviation Waterloo Regional Airport 2790 Livingston Lane Waterloo, IA 50703 SUBJECT: Terminal Parking Canopy Structure Waterloo Regional Airport Waterloo, Iowa ICAIF Project No 91220AL0400 Contract No. 004232 AECOM ID No. 60723532 Dear Mr. Kjergaard: By this letter, we hereby state: 1. We have made a final review of the project and recommend acceptance. 2. To the best of our knowledge and belief, based on observations of AECOM staff during construction, the contractor, American Road Maintenance, has performed the work in accordance with the contract requirements in effect for the above -referenced project. 3. The total cost of the completed work is $2,400,472.06 �,,,, ,, ,� ,,,,,�oFEss:o,yq',.,, :: '^ :�ti. ' z� DAVID 8. GI s w; HUGHES Z �_ ; 13037 : fi= - f �• 1oWA """ III 1'"""'0. I hereby certify that this engineering document was prepared by me or under my direct personal supervision and that I am a duly licensed Professional Engineer under the laws of the state of Iowa. CI10/22/2025 David B. Hughes License No. 13037 My license renewal date is December 31, 2025. Pages or sheets covered by this seal: Date aecom.com Page 404 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Greg Ahlhelm, Building Offical Building Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving Completion of Project and Recommendation of Acceptance of Work for work performed by Don Gardner Construction of Waterloo, Iowa, in the amount of $24,785.00, in conjunction with the Waterloo Convention Center Skywalk Remodel Project. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION Motion to Resolution approving Completion of Project and Recommendation of Acceptance of Work for work performed by Don Gardner Construction of Waterloo, Iowa, in the amount of$24,785.00, in conjunction with the Waterloo Convention Center Skywalk Remodel Project. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 405 of 865 ATTACHMENTS 1. Completion of Project - Waterloo Convention Center Skywalk Remodel Page 406 of 865 INVOICE Invoice # Cust No. on ardner ons.tructon 315 La Porte Rd. Waterloo, IA 50702 Phone: (319) 234-0272 Fax: (319) 234-2033 E-Mail Address: office@dongardnerconstruction.com 5651 COW 100 Current Date 10/27/25 Bill To: City of Waterloo 715 Mulberry St Waterloo, IA 50703 Project: Skywalk Renovation Location: 205 W 4th St Waterloo, IA 50701 Application # Date Terms 1 10/27/25 Due Now Job Number Contract Date Purchase Order Number 25-150 09/24/25 Per Greg Ahlhelm Quantity Item Description Unit Price Amount 1 CONTRACT Project Completed $24,785.00 Subtotal $24,785.00 $24,785.00 Sales Tax Grand Total $0.00 $24,785.00 Please return a copy of invoice with payment. A service charge of 1.5% will be applied to all invoices over 30 days. NOTD; L2 Page 407 of 865 Docuslgn Envelope ID: 07E17CFF-DC15-4329-8198-50F3DD32CB7C n ti ,ardner nstruction. 315 La Porte Ltd. Waterloo, IA 50702 Phone: {319) 234-0272 Fax: (319) 234-2033 E-Mail Address: offlce@dongardnerconstruclion.com PROPOSAL Contractor RegIsvationt; COr3220i Pape 1 at 1 UrllydltTE6To: grep.ahlhatm(alvratedoo-t iarp .e.a $km alk Re+tovelion City or Waterloo 1 205 W 4th St l~ 715ih(0%6•rySt Waterloo ir, IA . � 40701 we too IA 50703 ii NA 081Y2r25 r.e.•IG114/ a0O,atl.laV1sY..a Skywalk Renovation Don Gardner Construction will famish labor end materials for: ' At ilia skywalk between the hotel and convenilon center. ' Protect existing carpet flooring with emit plait° sheathing during construction. ' Demolish and remove existing drywall calling and framing to the deck. ` Removal of existing light fixtures, ' Rerrieva existing sprinkler tine, reroute new 1.5" branch line along East wall and Install new bronze upright sprinkler heads. ' Prime and paint deck structure at tha ceiling flat black. ' Furnish and install ten 4'vandal resistant LEl] light fixtures (enclosed). ' Furnish and install two combo exlWenlo12Oncy lights, rouse lighting controls. ' Clean up end haul away. ' Permit and Inspections. ter ate #1: To have ten 4' LED strip lights in lieu of vandal resistant fixtures (enclosed}. Deduct $3.400,00 from the base bid. beeax a Boot aft et 4yO.:v.01.r7A.ab•/porarrblreolae[n1 reywWRCS SOWO et tit usomilteeat retpsn.lrTay of der Ohntt rM CNtolIrear Wibt MOIR& Return One Signed Copy Upon Accoptance. - $4;786.00 .m4alrwAb rasa `[--m:%IPCWU 1.f.nah Vli0,1#a'a� axnNaesnacr4/u gw%MW '7w2nir•fOOI' OIOUS3nd Soren ifundrod elihfy'.rwa and 1o11ee days $OA6 Down a n1 u n acco u co lance duo,eithtrs 14 da s eo fallen: /1 ivcf t ,J -..,4. NIGIi+i W.I. -'.4; n. r.'va•.n.a:r Oast/vt>U7i'+4w ...Parr, dtf.M ',Mt WV: rrl+w.•$eretal..: 1U.. SV,„^ .vim, . rs.,Wirrescs...u& c,.n reNrS. •.1Yl.., sc•:+.Ylb••••Z.l ra:Ov Oc.... U.aS6/4 .'Y ian`utaz •.. ---,721-: e: e. •.....n ,: i.n.a ero.....-44, 4.ri.Y•s Now: 'Mt ixoposaimey-00VadronnayusifAOGccpta4v.:INA 21days. _...,__.—. —'•^ __ .,.,... _.. ,.. nunadied signan,ra 'type Or Will name - - CeleY Gardner. Praditlnt _ oCu gno y: 1l Ly;it•*t/al �•� hilt +. a'CIACC epiantedrproposal CN Cawe. 1...rwC 1 $L.% ii Itm1,1ua.tH,�R+en44. 0IP.. V( Fit.. LY.lw se a n.`s, awp:.. 4,'ttt 1&....fo= rl.l1t-re>ma•.rrwy. yea "b: VI IWaf+S:•s:. YON it {N.Y., P+.zd+w ' nate 9/15/2025 Sy7narure S1 C.), t...ek&s! t;NI,M i Type Of pint name '—l3USZ5D78 Cita49... Quentin Hart Page 468 0f 805 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 1 with Midstate Solution, of Baxter, Iowa, for a net increase of $101,249.58, in conjunction with FY 2026 Sidewalk Infill, Ramp and Trail Repair Program - Zone 5A, Contract No. 1131, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Cont 1131 CO 1 Page 409 of 865 Page 410 of 865 CITY OF WATERLOO, IOWA CHANGE ORDER NO. 01 PROJECT: FY2026 SIDEWALK INFILL, SIDEWALK RAMP & TRAIL REPAIR PROGRAM --ZONE 5A, CONTRACT NO. 1131 DATE PREPARED: 10/31/25 AMOUNT: $101,249.58 INCREASE TO; MIDSTATE SOLUTION , Contractor You are hereby ordered to make the following changes from the plans and specifications or perform the following extra work on your contract dated OCTOBER 20.2025 . A. Description of change to be made or extra work to be done: Increase repair quantities. 8. Reason for ordering change or extra work: Availability of additional funds has allowed for the inclusion of trail repair and sidewalk infill in other locations in the City that meet the criteria for repair. C. Settlement for cost of work to be made as follows: DIVISION 1 - SIDEWALK INFILL BID ITEM ITEM DESCRIPTION UNIT QTYS UNIT PRICE TOTAL PRICE 1001 SIDEWALK, PCC, 4" SF 44.6 $ 5.00 $ 223.00 1002 EXCAVATION, CLASS 10 SF 89.3 $ 0.50 $ 44.65 1003 HYDROSEEDING SF 44.6 $ 0.50 $ 22.30 290.0 DIVISION 3 - TRAIL REPAIRS BID ITEM ITEM DESCRIPTION UNIT QTYS UNIT PRICE TOTAL PRICE 2001 REMOVE TRAIL, PCC SF 10,989.4 $ 1.00 $ 10,989.43 2002 TRAIL, PCC, 6" SF 10,989.4 $ 7.25 $ 79,673.37 2003 HYDROSEEDING SF 4,395.8 $ 0.75 $ 3,296.83 2004 DETECTABLE WARNING SURFACE SF 40.0 $ 50.00 $ 2,000.00 2005 TRAFFIC CONTROL LS 1.0 $ 5,000.00 $ 5,000.00 $ 100,959.63 BY: MAYOR ATTEST: DATE CITY CLERK DATE TOTAL INCREASE = $101,249.58 MIDSTATE SOLUTION CONTRACTQR BY: �! TITLE: Kiong 1O/1/a5 DATE CITY ENGINEER DATE 1 Page 411 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Steven Kjergaard, Director of Aviation Airport Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 2 with Owen Contracting, Inc., of Cedar Falls, Iowa, for a net increase of $6,820.00, in conjunction with Reconstruct Taxiway A West, Contract No. FAA AIP 3-19- 0094-056-2023 BIL, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Change Order No 2 - Waterloo Taxiway A West Page 412 of 865 Page 413 of 865 CHANGE ORDER NO. 2 Owner: Waterloo Regional Airport, City of Waterloo, Iowa Project: Reconstruct Taxiway A West Owner's Contract No. FAA AIP Project No. 3-19-0094-056-2023 BIL Contractor: Owen Contracting, Inc. Date of Contract Start: April 3, 2023 Date: October 13, 2025 You are directed to make the following changes in the Contract Documents. Description: Item No. Description Unit Unit Price Contract Quantity Change Percent Change Revised Quantity Amount 33 SEEDING AC $ 1,400.00 3.0 2.2 73% 5.2 $ 3,080.00 35 MULCHING, HYDRO -APPLIED AC $ 1,700.00 3.0 2.2 73% 8.2 $ 3,740.00 Total Change Order $ 6,820.00 Reason for Change Order: 33 & 35 — Original seeding and mulching did not establish due to excessive rainfall that occurred post -seeding. The area required reseeding and mulching. ALO FAA AIP 3-19-0094-056-2023 BIL CO-2 Project No 60695167 Page 414 of 865 CONTRACT PRICE Original: $ Previous C.O.s (DEDUCT):$ This C.O. (ADD): $ Liquidated Damages: $ (21 Days @ $1,000/Day Previously Processed) 2,488,523.75 (139,049.45) 6,820.00 (21,000.00) Contract Price with all approved Change Orders: $ 2,335,294.30 CONTRACT TIMES (Calendar Days) To substantial To final completion completion Original: Previous C.O.s (ADD): This C.O. (ADD): REVISED: 120 0 0 120 It is agreed by the Contractor that this Change Order includes any and all costs associated with or resulting from the change(s) ordered herein, including all impact, delays, and acceleration costs. Other than the dollar amount and time allowance listed above, there shall be no further time or dollar compensation as a result of this Change Order. THIS DOCUMENT SHALL BECOME AN AMENDMENT TO THE CONTRACT AND ALL STIPULATIONS AND COVENANTS OF THE CONTRACT SHALL APPLY HERETO. RECOMMENDED: By: �� 3. Engineer (Authorized Signature) APPROVED: By: Owner (Authorized Signature) ACCEPTED: By: Dur Co actor (Authorized Signature) 11/5/2025 Date Date 10/14/25 Date ALO FAA AIP 3-19-0094-056-2023 BIL CO-2 Project No 60695167 2 Page 415 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 34 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $59,616.22, in conjunction with the FY 2023 Construction of a Fiber - to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 416 of 865 1. CR 2025-0034 Waterloo Broadband Change Order Request Page 417 of 865 Change Order Request Change r er a Retainage CITY OF k4 4 TERLOO E COMMUNICATIONS Community esign/Engineering o,Opportunity Will Be Subject To The Withholdings and Release Set Forth In The No Contract Sections 6.2(f)(i) and (ii) Change Order Name: CR-2025-0034 Change Order Cost: $59,616.22 Construction Contractor Name (At ITG Request Date: 10/31/2025 Magellan Project Manager: Michael Regan PM Broadband Implementation Requested By: Client/Owner Client/Owner (Attu) City of Waterloo/Waterloo Fiber/Eric Lage Entrust Sign -Off Clayton Johnston VP of Construction hange Requ Description of Change (include location) The following Change Order has been created to account for construction labor and materials for an updated design plan in LCP 057 / Task Order 15. Reason for Change Newly constructed homes on Edison Addition (34 passings) need to be amended into the original engineering and designs. Waterloo Fiber submitted request to add to the FTTP plan. original BoM pricing approved by Waterloo Fiber and the City of Labor & material pricing came from the Material Submittals/ Specifications Waterloo associated with Contract # 1088 Page 418 of 865 Location Work Order # Itemized Breakdown of Work Description Quantity Unit Price Amount w Underground - Buried Labor Directional Bore (0)1", (0) 2", (1)1.25"-->[LF] 282 $ 11.95 $ 3,369.90 Directional Bore (1)1", (0) 2", (0)1.25"-->[LF] 2,127 $ 11.95 $ 25,417.65 Install #12 AWG Insulated Tracer Wire-->[LF] 2,409 $ - $ - Installation, Underground Fiber Cable - Including Slack (Regular Loose Tube Fiber)-->[LF] 382 $ 1.20 $ 458.40 Installation, Underground Fiber Cable - Including Slack (Micro fiber must be blown in)-->[LF] 3,028 $ 1.20 $ 3,633.60 Installation, Small Vault, 13" x 24" (Composite) -->[EA] 19 $ 150.00 $ 2,850.00 Installation, Vault 24" x 36"-->[EA] 1 $ 240.00 $ 240.00 Installation, Extra Large Vault 33" x 60"-->[EA] 1 $ 540.00 $ 540.00 Sawcut, Remove and Replace Asphalt 6" Thick-->[SgrFt] 16 $ 28.00 $ 448.00 Sawcut, Remove and Replace Concrete 6" Thick-->[SgrFt] 16 $ 32.00 $ 512.00 Splicing Labor Install New Splice Case & Prep Cable -->[EA] 18 $ 200.00 $ 3,600.00 Splicing, Fusion, Single Fiber -->[EA] 42 $ 25.00 $ 1,050.00 Testing, OTDR, Uni-Directional, Power Meter Testing -->[EA] 34 $ 1.00 $ 34.00 Patch Panels and Cabinets Labor Install Pad mounted FDH Splitter Cabinet + Site prep and Prefab Vault -- >[EA] 1 $ 3,700.00 $ 3,700.00 Fiber Material CR Labor Subtotal $ 45,853.55 12 CT Fiber Cable -->[FT] 382 $ 0.33 $ 126.06 12 CT Micro Fiber Cable -->[FT] 2,100 $ 0.49 $ 1,029.00 24 CT Micro Fiber Cable -->[FT] 928 $ 0.57 $ 528.96 Underground Material 1" HDPE Roll Conduit, Orange - SDR 11-->[FT] 2,127 $ 0.38 $ 808.26 1.25" HDPE Roll Conduit, Orange - SDR 11-->[FT] 282 $ 0.48 $ 135.36 #12 AWG Solid Thhn Insulated Tracer Wire -->[FT] 2,409 $ 0.11 $ 264.99 Small Vault, 13" x 24" - Composite -->[EA] 19 $ 339.52 $ 6,450.88 Vault, 24" x 36"-->[EA] 1 $ 699.76 $ 699.76 Extra Large Vault 33" x 60" (Split Lid) -->[EA] 1 $ 2,270.43 $ 2,270.43 Closure Material FOSC 450 B Closure -->[EA] 1 $ 282.02 $ 282.02 Splice Tray for B-Gel Closure (SM12)-->[EA] 1 $ 17.31 $ 17.31 Slack Basket for B-Gel Closure -->[EA] 1 $ 40.73 $ 40.73 Commscope CSC100 Micro Closure -->[EA] 17 $ 65.23 $ 1,108.91 *** . TOTAL CRCOST CR Materials Subtotal rdr� L� 59,616.22 Page 419 of 865 Magellan Sign -Off Print Name / Title: Clayton Johnston VP of Construction Signature: /Aat29/.44/1•P rli Date: 11 /5/2 Contractor Manager (not needed for design change requests) Print Name / Title: Charles Smith Regional Manager0 Signature: e%LG ht Z Date: 11 /5/2025 Client/Owner (Attn) Print Name / Title: Signature: Date: **End** 4 Page 420 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 35 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $86,412.80, in conjunction with the FY 2023 Construction of a Fiber - to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 421 of 865 1. CR 2025-0035 Waterloo Broadband Change Order Request Page 422 of 865 Change Order Request Change r er a Retainage CITY OF k4 4 TERLOO E COMMUNICATIONS Community o,Opportunity esign/Engineering No Will Be Subject To The Withholdings and Release Set Forth In The Contract Sections 6.2(f)(i) and (ii) Change Order Name: CR-2025-0035 Change Order Cost: $86,412.80 Construction Contractor Name (At ITG Request Date: 10/31/2025 Magellan Project Manager: Michael Regan Requested By: Client/Owner PM Broadband Implementation Client/Owner (Attu) City of Waterloo/Waterloo Entrust Sign -Off Clayton Johnston Fiber/Eric Lage VP of Construction hange Requ Description of Change (include location) The following Change Order has been created to account for construction labor and materials for an updated design plan in LCP 077 / Task Order 14. Newly constructed homes on Waterloo Air & Rail Park - Hyper Drive & Warp Dr (13 passings) need to be Reason for Change amended into the original engineering and designs. Waterloo Fiber submitted request to add to the FTTP plan. Labor & material pricing came from the original BoM pricing approved by Waterloo Fiber and the City of Material Submittals/ Specifications Waterloo associated with Contract # 1088 Page 423 of 865 Location Work Order # Itemized Breakdown of Work Description I Quantity Unit Price Amount w Underground - Buried Labor Directional Bore (1)1", (0) 2", (0)1.25"-->[LF] 2,614 $ 11.95 $ 31,237.30 Install #12 AWG Insulated Tracer Wire-->[LF] 2,614 $ - $ - Installation, Underground Fiber Cable - Including Slack (Micro fiber must be blown in)-->[LF] 14,719 $ 1.20 $ 17,662.80 Installation, Small Vault, 13" x 24" (Composite) -->[EA] 5 $ 150.00 $ 750.00 Installation, Vault 24" x 36"-->[EA] 3 $ 240.00 $ 720.00 Sawcut, Remove and Replace Asphalt 6" Thick-->[SgrFt] 18 $ 28.00 $ 504.00 Sawcut, Remove and Replace Concrete 6" Thick-->[SgrFt] 18 $ 32.00 $ 576.00 Splicing Labor Install New Splice Case & Prep Cable -->[EA] 8 $ 200.00 $ 1,600.00 Splicing, Fusion, Single Fiber -->[EA] 13 $ 25.00 $ 325.00 Testing, OTDR, Uni-Directional, Power Meter Testing -->[EA] 13 $ 1.00 $ 13.00 *** . CR Labor Subtotal $ 53,388.10 Material Fiber Material 12 CT Micro Fiber Cable -->[FT] 2,216 $ 0.49 $ 1,085.84 144 CT Micro Fiber Cable -->[FT] 12,503 $ 2.06 $ 25,756.18 Underground Material 1" HDPE Roll Conduit, Orange - SDR 11-->[FT] 2,614 $ 0.38 $ 993.32 #12 AWG Solid Thhn Insulated Tracer Wire -->[FT] 2,614 $ 0.11 $ 287.54 Small Vault, 13" x 24" - Composite -->[EA] 5 $ 339.52 $ 1,697.60 Vault, 24" x 36"-->[EA] 3 $ 699.76 $ 2,099.28 Closure Material FOSC 450 B Closure -->[EA] 2 $ 282.02 $ 564.04 Splice Tray for B-Gel Closure (SM12)-->[EA] 2 $ 17.31 $ 34.62 Slack Basket for B-Gel Closure -->[EA] 2 $ 40.73 $ 81.46 Commscope CSC100 Micro Closure -->[EA] 4 $ 65.23 $ 260.92 Commscope CSC150 Micro Closure -->[EA] 2 $ 81.95 $ 163.90 . CR Materials Subtotal $ 33,024.71 TOTAL CR COST $ 86,412.80 Page 424 of 865 Magellan Sign -Off Print Name / Title: Clayton Johnston VP of Construction Signature: eirrL / 142.C.r1•P Date: 11/5/25 Contractor Manager (not needed for design change requests) Print Name / Title: Charles Smith Regional Manager0 Signature: eiA-l4 Date: 11/5/2025 Client/Owner (Attn) Print Name / Title: Signature: Date: **End** 4 Page 425 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 36 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $116,809.75, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 426 of 865 1. CR 2025-0036 Waterloo Broadband Change Order Request Page 427 of 865 Change Order Request Change r er a Retainage CITY OF k4 4 TERLOO E COMMUNICATIONS Community esign/Engineering o,Opportunity Will Be Subject To The Withholdings and Release Set Forth In The No Contract Sections 6.2(f)(i) and (ii) Change Order Name: CR-2025-0036 Change Order Cost: I $116,809.75 Construction Contractor Name (At ITG Request Date: 10/31/2025 Magellan Project Manager: Michael Regan PM Broadband Implementation Requested By: Client/Owner Client/Owner (Attu) City of Waterloo/Waterloo Fiber/Eric Lage Entrust Sign -Off Clayton Johnston VP of Construction hange Reque Description of Change (include location) The following Change Order has been created to account for construction labor and materials for an updated design plan in LCP 142 / Task Order 11. Reason for Change Newly constructed homes on North Crossing (201 passings) need to be amended into the original engineering and designs. Waterloo Fiber submitted request to add to the FTTP plan. original BoM pricing approved by Waterloo Fiber and the City of Labor & material pricing came from the Material Submittals/ Specifications Waterloo associated with Contract # 1088 Page 428 of 865 Location Work Order # Itemized Breakdown of Work Description Quantity Unit Price Amount w Underground - Buried Labor Directional Bore (1) 1", (0) 2", (0)1.25"-->[LF] 5,009 $ 11.95 $ 59,857.55 Directional Bore (2) 1", (0) 2", (0) 1.25" -->[LF] 331 $ 13.75 $ 4,551.25 Install #12 AWG Insulated Tracer Wire-->[LF] 5,340 $ - $ - Installation, Underground Fiber Cable - Including Slack (Micro fiber must be blown in)-->[LF] 6,540 $ 1.20 $ 7,848.00 Installation, Small Vault, 13" x 24" (Composite) -->[EA] 11 $ 150.00 $ 1,650.00 Installation, Vault 24" x 36"-->[EA] 3 $ 240.00 $ 720.00 Installation, Extra Large Vault 33" x 60"-->[EA] 1 $ 540.00 $ 540.00 Sawcut, Remove and Replace Asphalt 6" Thick-->[SgrFt] 36 $ 28.00 $ 1,008.00 Sawcut, Remove and Replace Concrete 6" Thick-->[SgrFt] 36 $ 32.00 $ 1,152.00 Splicing Labor Install New Splice Case & Prep Cable -->[EA] 16 $ 200.00 $ 3,200.00 Splicing, Fusion, Single Fiber -->[EA] 201 $ 25.00 $ 5,025.00 Testing, OTDR, Uni-Directional, Power Meter Testing -->[EA] 201 $ 1.00 $ 201.00 Patch Panels and Cabinets Labor Install Pad mounted FDH Splitter Cabinet + Site prep and Prefab Vault -- [] 1 $ 3,700.00 $ 3,700.00 CR Labor Subtotal $ 89,452.80 Fiber Material 12 CT Fiber Cable -->[FT] 431 $ 0.33 $ 142.23 12 CT Micro Fiber Cable -->[FT] 2,629 $ 0.49 $ 1,288.21 288 CT Micro Fiber Cable -->[FT] 3,480 $ 2.15 $ 7,482.00 Underground Material 1" HDPE Roll Conduit, Orange - SDR 11-->[FT] 5,340 $ 0.38 $ 2,029.20 #12 AWG Solid Thhn Insulated Tracer Wire -->[FT] 5,340 $ 0.11 $ 587.40 Small Vault, 13" x 24" - Composite -->[EA] 11 $ 339.52 $ 3,734.72 Vault, 24" x 36"-->[EA] 3 $ 699.76 $ 2,099.28 Extra Large Vault 33" x 60" (Split Lid) -->[EA] 1 $ 2,270.43 $ 2,270.43 Closure Material FOSC 450 B Closure -->[EA] 4 $ 282.02 $ 1,128.08 Splice Tray for B-Gel Closure (SM12)-->[EA] 4 $ 17.31 $ 69.24 Slack Basket for B-Gel Closure -->[EA] 4 $ 40.73 $ 162.92 Commscope CSC100 Micro Closure -->[EA] 6 $ 65.23 $ 391.38 Commscope CSC150 Micro Closure -->[EA] 6 $ 81.95 $ 491.70 Patch Panels and Cabinets Material 288F Pad mounted FDH Splitter Cabinet -->[EA] 1 $ 5,480.16 $ 5,480.16 *** *** ■ ' . TOTALCRCOST 1--I CR Materials Subtotal L 27,356.95 $ 116,809.75 Page 429 of 865 Magellan Sign -Off Print Name / Title: Clayton Johnston VP of Construction Signature: eiriV2644Z4?-1•P Date: 11 /5/25 Contractor Manager (not needed for design change requests) Print Name / Title: Charles Smith Regional Manager0 Signature: eiaA-122 lyt Date: 11/5/2025 Client/Owner (Attn) Print Name / Title: Signature: Date: **End** 4 Page 430 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to approve Change Order No. 37 with ITG Communications, LLC, of Hendersonville, Tennessee, for a net increase of $28,379.01, in conjunction with the FY 2023 Construction of a Fiber - to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 431 of 865 1. CR 2025-0037 Waterloo Broadband Change Order Request Page 432 of 865 Change Order Request Change • rt er ype Retainage CITY OF �JJI TERLOO COMMUNICATIONS E Community Design/Engineering of Opportunity Will Be Subject To The Withholdings and Release Set Forth In The • t ntract Sections 6.2(f)(i) ands) No Change Order Name: CR-2025-0037 .• rder Cos $28,379.01 ITG equest Date: 10/31/2025 Construction Contractor Name (Attn) Michael Regan PM Broadband Implementation Requested By: Client/Owner Magellan Project Manager: Client/Owner (Attn) City of Waterloo/Waterloo Fiber/Eric Lage st Sign -Off Clayton Johnston VP of Construction ange Re.. - Description of Change (include location) The following Change Order has been created to account for construction labor and material with the new shelter location on 512 University Ave. Reason for Change Due to concerns with a flood zone near the Fletcher Lift Station, potentially damaging the shelter and/or the equipment inside, the Utility requested a new location at 512 University Ave. This new location was amended into the original engineering and designs. Material & Labor pricing has been provided by ITG Communication. Material Submittals/ Specifications Page 433 of 865 Itemized Breakdown of Work Quantity Unit Price Location Work Order # Description Amount w Underground - Buried Labor Trench (4) 2" SCH-40 Conduit 15 $ 20.25 $ 303.75 Underground - Buried Labor Insta11 2" SCH-80 Conduit vertical and attach to building 4 $ 40.00 $ 160.00 Underground - Buried Labor Install Hammond aluminum box on POP (Includes cutting back of box and SCH-40 couplers) 1 $ 300.00 $ 300.00 Underground - Buried Labor Install 5/8"x8' Copper Clad Ground Rod -->[EA] 1 $ 52.00 $ 52.00 Underground - Buried Labor Installation, Extra Large Vault 33" x 60"-->[EA] 1 $ 540.00 $ 540.00 Patch Panel and Cabinet Labor Install rack mounted patch panel (Any Size) and tails -->[EA] 4 $ 115.00 $ 460.00 Patch Panel and Cabinet Labor Insta11 7ft Rack for patch panels -->[EA] 1 $ 400.00 $ 400.00 CR Labor Subtotal $ 2,215.75 Underground Material 5/8"x8' Copper Clad Ground Rod -->[EA] 1 $ 16.24 $ 16.24 Underground Material Extra Large Vault 33" x 60" (Split Lid) -->[EA] 1 $ 2,270.43 $ 2,270.43 Underground Material 2" SCH-40 (10' sticks cost per foot) 60 $ 1.46 $ 87.60 Underground Material 2" SCH-40 90 degree Sweep 4 $ 6.54 $ 26.16 Underground Material 2" SCH-40 45 degree Elbow 4 $ 6.37 $ 25.48 Underground Material 2" SCH 80 PVC 40 $ 2.23 $ 89.20 Underground Material 2" Expansion Coupler 4 $ 82.25 $ 329.00 Patch Panels & Cabinets Material Clearfield FieldSmart Fiber Crossover Distribution System (FxDS) 1 $ 23,319.15 $ 23,319.15 Frame w/door kit, 288 Panels (4), 12-port cassettes (96), 7' x 23" Frame, Iso pad, Mount kit,cable trays and troughs $ $ $ $ $ $ I *** CR Materials Subtotal 26,163.26 *** TOTAL CR COST I $ 28 Page 434 of 865 Magellan Sign -Off Print Name / Title: Clayton Johnston VP of Construction Signature: ela2411.4.tif Date: 11 /5/2 7Contractor Manager (not needed for design change requests) 7. Print Name / Title: Charles Smith Regional Managed Signature: eiCeA ( 5'nta Date: 11 /5/2025 Client/Owner (Attn) Print Name / Title: Signature: Date: **End** 4 Page 435 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Human Resources Department November 17, 2025 AGENDA ITEM TITLE Motion to approve the appointment of Tristan Aldous from the current Civil Service List to the position of Clerk II in the Waste Managerment Services, effective after November 17, 2025. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. CLERK II (exp 10.26) 2. CLERK_II-_WMS_8.2025[1] Page 436 of 865 CITY OF ��J J�TERLOO Community of Opportunity October 24, 2025 TO: Honorable Mayor & City Council 715 Mulberry St, Waterloo, IA 50703 Phone: (319) 291-4303 Fax: (319) 291-4569 CITYOFWATERLOOIOWA.COM We, the members of the Civil Service Commission, certify the following list of applicants, who are eligible based upon the examination process as set forth by the Civil Service Commission for the appointment to the position of Clerk II for the City of Waterloo, multiple department. This list shall be used to fill any vacancy in the Clerk II classification from October 24, 2025 — October 24, 2026. Respectfully submitted, CERTIFIED LIST Ashley Bass Tristan Aldous Ashley Barrett Stefanie Barker Monica Card Kayla Paul Dr. Bev Smith Date Dr. Robert Welch Date Marianne Kurtenbach Date *January 6, 2025 the Waterloo City Council voted to suspend the Civil Service hiring practices for entrance positions as allowed by the Iowa Administrative Code section 400.12A until January 6, 2026; therefore no signatures are required to certify this list. Page 437 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 PERSONNEL REQUISITION FORM Check as applicable: kof To start recruiting or civil service process and/or 4 To fill a vacancy 0 Active Civil Service List Expires: A proposed job description and questionnaire must accompany this form at tirne of submission to Human Resources, Position Title: Clerk II Department: Waste Management Department Reports To: Asst Dir Maint/ECT and Collections Systems Dir Work Location: Waste Mgmt Employment Status: Type of Position: Civil Service Position: Bargaining Position: Bargaining Group: 238 Regular Full Time 0 Regular Part Time 0 Regular 7-Month Temporary Full Time from to Temporary Part Time from to Intern/Co-op Student from to Reconunended Recruitment Sources: Yes El No 11111 Internal Posting Only Yes 0 No Internal Posting and External Advertising Non -bargaining Position: 0 Yes No Complete the following if the requisition is to fill a vacancy: 0 New Position or Replacement Position for: Amber Chase (Specify name and title of former incumbent) If replacement, former incumbcnt D Retired/Resigned/Terminated 0Transferred el Promoted ofig Date incumbent terminated employment: Date of final payout: _ Anticipated start date: October 2025 No. of hours/week: 40 Work schedule: 7 am - Justification of need for position: Position provides administrative support to the Waste Mgmt Dept. What are the likely consequences if the position is not filled? Accts payable, accts receivable and payroll will not be completed on time and will fall further behind. APPROVALS Annual salary requirements: 56,638.40 Hourly Rate: 27.23 Benefits: $44.73 / 93,039.40 (Payroll taxes, pension, health ins.- assuming famil)) Is position budgeted for this and future FYs? Yes 0 No If no, how will position be funded? Approved subject to the following conditions: Submittivi jclwartment I 1 , /34,14etr Wood Date 8/14/2025 ci p—x+Fonottram- rugs Date 8/14/2025 lIunm4O1fl4trnittee Chairperson Date Created 6/3012017 DocuSigned by: atAltfitA, {kart 0525D78AAC8449... "—Signed by: VINAAA, Ibtuanaliesetamesiatreetor 8/14/2025 Date 8/14/2025 Dale Page 438 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 PERSONNEL REQUISITION Clerk II The following questions are provided as guidelines to assist you in developing your rationale for the position of Clerk II in the Waste Management Department. Depending upon your situation, some questions may or may not apply. Please provide written responses to these questions as part of your preparation for meeting with the Mayor. (1) What are the key job responsibilities of this position? This role currently assists the Waste Management Department with accounts payable, accounts receivable, and payroll. (2) Can the job responsibilities of this position be assigned to other employees within the department? If no, why not? No, the current administrative staff have all been assigned to other departments within Public Works and do not have the bandwidth to take on additional duties long term. (3) How is the work of this position being accomplished now? The duties have been split between other admin secretaries, but this is not sustainable long term. (4) Are the filled positions in your department currently being utilized to their maximum potential? Yes (5) How would filling this positionmeet the needs of your department or the City on either a short-term basis (if temporary position) or a long-term basis (if a regular position)? This position is necessary for the handling of daily operations including payroll, accounts payable and accounts receivable. This support position will help provide administrative support to the Waste Management Dept. (6) What cost savings or revenues, if any, would your department or the City realize if this position is filled? No cost savings or increased revenues would be realized by this position. Position is directly related to providing citizen services in a timely manner. (7) If you are paying overtime or comp time within your department to accomplish this work now, how much overtime or comp time has been paid out or earned that is directly attributable to this position and over what period of time? N/A (8) How has the work load or demands of your department changed in comparison to your staffing levels over the past three fiscal years? Provide statistics if possible. The workload remains constant. This is a replacement position and not an additional hire. Page 439 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 (9) If this position is not filled, what affect will it have on your department? What work will not get done? What costs will you incur? Please be as specific as possible. Should these positions go unfilled, we will have not have the personnel resources to complete the demands and service expectations that the citizens have come to expect. This position is necessary for the handling of department operations on a daily basis. Without this role, accounts payable, accounts receivable and payroll for the Waste Management Dept will not be completed. (10) How do you cover the responsibilities for this position whenever the incumbent is out on vacation? The other'administrative secretaries help to cover daily operations but this is not sustainable long term. (11) Is it possible that the City could outsource this position to an outside agency? If so, what savings, if any, would the City realize as a result of this change? I do not believe it is practical to outsource these duties. (12) How would you rank this position in terms of its contribution to City business in comparison with other positions reporting to you? Each of the positions in the department have unique responsibilities making it difficult to rank and compare them. If unfilled, the work would not be completed. (13) How does this position impact the Goals and Objectives for the City adopted by the City Council? This position is a support role to both the Waste Management Department and as such, helps that department meet the goals and initiatives outlined by the City Council. Note: Forward completed questionnaire to Human Resources Department with original copy of Personnel Requisition form. Page 440 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 CITY OF J� �TERLOO Community of Opportunity CIVIL SERVICE NOTICE CITY OF WATERLOO, IOWA OPEN EXAMINATION Ty CLERK II (CURRENT VACANCY IS IN WASTE MANAGEMENT) DEPARTMENT CLERK'S OFFICE/CODE ENFORCEMENT/ POLICE/STREETS/WASTE MANAGEMENT SALARY $26.23, WITH $1.00 INCREASE AFTER 6 MO FLSA NON-EXEMPT CIVIL SERVICE INCLUDED BARGAINING UNIT TEAMSTERS LOCAL#238 GENERAL STATEMENT OF DUTIES Staff support position responsible for performing a variety of difficult clerical tasks within one of the above departments requiring the use of independent judgement. The work is performed under the general direction of a department head or designee. May direct the work of lower -level clerical or temporary employees. EXAMPLES OF ESSENTIAL FUNCTIONS (Illustrative only) These functions are considered essential for successful performance in this job classification. 1. Performs data entry, types correspondence, reports and statistical data. 2. Collects and compiles statistical data manually and with a computerized system. 3. Greets the public and answers incoming department phone calls as needed and provides information based on knowledge of department and City policies, regulations and procedures or directs call to proper person. 4. Performs minor bookkeeping and financial record keeping. 5. Collects fees and revenues, prepares receipts and maintains records of revenue/expense transactions. 6. May schedule and assign tasks to subordinate clerks and review their work for accuracy. 7. May prepare and input payroll data and other financial information. 8. May perform accounts receivable, accounts payable or banking functions. 9. Operates personal computer, typewriter, calculator, fax machine and other general office equipment. 10. May interpret technical data, review materials on a variety of projects and present facts and findings clearly and concisely to a supervisor, coworkers, City officials and the public. 11. May prepare written reports, complete forms and keep files up to date. 12. Communicates with the public, City officials and coworkers by telephone and in person. 13. Works under strict time constraints and stressful conditions. Page 441 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 14. Works independently and with others with limited supervision. 15. Attends work regularly at the designated place and time. 16. Performs all work duties and activities in accordance with City, department and OSHA policies, procedures and safety rules. 17. Performs other duties as assigned by a supervisor or designee. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES 1. Knowledge of Microsoft Office software, in particular Word and Excel (testing of skills may be done if being considered for position) and must be able to learn specialized software. 2. Thorough knowledge of clerical functions, office procedures, terminology and equipment including personal computers. 3. Ability to type fifty (50) words per minute net of errors (verification of typing speed may be required). 4. Ability to perform general office services, learn specialized computer software, develop computer -generated reports and keep accurate, thorough and updated records. 5. Ability to collect, analyze and present data from computerized reports in organized and understandable form. 6. Ability to answer questions and provide information to the public in person and over the telephone in a clear, concise and easily understandable manner. 7. Ability to multitask and deal with multiple interruptions. 8. Ability to assist the public in a kind, courteous and respectful manner, including under stressful circumstances. 9. Ability to write legibly, prioritize work, produce a quality work product within strict timelines and handle multiple tasks. 10. Ability to work independently and with others with minimum supervision and to direct the work of other employees. 11. Ability to exercise independent judgment and to make decisions based on department policies, City ordinances and established regulations. 12. Ability to establish and maintain effective working relationships with supervisors, coworkers and the public. 13. Ability to work with people from a broad variety of social, economic, racial, ethnic and educational backgrounds. ACCEPTABLE EXPERIENCE & TRAINING 1. High school graduate/GED with minimum one year of business clerical, secretarial, bookkeeping or other closely related experience in an office setting; prefer additional education beyond high school in business clerical, accounting or closely related field. OR Any equivalent combination of experience and education that provides the knowledge, skills and abilities necessary to perform the essential functions of the position. 2. Skilled in use of personal computer and Microsoft Office software (verification of skills through testing may be arranged by the City of Waterloo Human Resources Office). 3. Detail -oriented and accurate. ESSENTIAL PHYSICAL ABILITIES The following physical abilities are required with or without accommodation. Page 442 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 1. Sufficient speech and hearing that permits the employee to communicate effectively with supervisors, other employees and the public in person or by telephone. 2. Sufficient vision and manual dexterity that permits the employee to operate a personal computer and other standard office equipment, handle files, perform customer service duties and other clerical responsibilities. 3. Sufficient personal mobility that permits the employee to move from one work area to another. MISCELLANEOUS 1. The City of Waterloo will conduct a background investigation including a review of education, past employers and references. 2. Required to submit to and pass Civil Service panel interview. May be required to participate in written examination depending on number of qualified candidates. 3. If position is filled as a promotional appointment, any regular employee who meets the minimum qualifications is eligible to apply for the position. WORK SCHEDULE Generally 7:00AM - 4:OOPM Monday through Friday with one -hour unpaid lunch. The City of Waterloo reserves the right to change these hours within the guidelines of the Teamsters contract. Limited overtime. EXAMINATION INFORMATION All qualified candidates who apply by the deadline date will be required to appear before an interview panel consisting of a minimum of three people who have expertise in the areas being tested. An individual must receive a minimum average score of sixty points out of one hundred to achieve a passing score on the interview. The top applicants, as ranked by their scores on the interview, will be the individuals placed on the certified list. Applicants who qualify as outlined and are full time regular employees of the City of Waterloo shall have one additional point per full year of employment up to a maximum of five points added to their final score. Honorably discharged men and women from the armed forces of the United States who qualify per provisions of Chapter 35 of the Code of Iowa and who are citizens and residents of the United States shall have five additional points added to their final score upon submission of their DD214 or ten points added if they were awarded a Purple Heart or have a service -connected disability. WRITTEN EXAMINATION In the event the City of Waterloo receives resumes from more than thirty (30) qualified applicants, we reserve the right to require these applicants to participate in a written examination designed to test knowledge of clerical skills. The top twenty scores on the written examination will be invited to the oral examination, but in no case will a candidate be allowed to proceed in the testing without receiving a minimum score of at least 70% on each portion of the written examination. In the event a written examination is necessary, the written examination will be worth 40% of the total score with the oral examination being worth 60% of the total score. ORAL EXAMINATION DATE All qualified candidates who apply by the deadline date will be notified of the time, place and date of the oral examination. CLERK II 2025 Page 443 of 865 Docusign Envelope ID: 22FABAD7-8DE6-4984-A448-5317924DFB77 A.A./E.E.O. Minority, female & disabled individuals are encouraged to apply. Page 444 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Mayor Department November 17, 2025 AGENDA ITEM TITLE Jessica Rucker, Board/Commission: Design Review Board, Expiration Date: August 5, 2028, [renewal]. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Boards and Commissions Application - Jessica Rucker-3 Page 445 of 865 CITY OF WATERLOO, iOWA RECEIVED OCT 1 2021 BOARDS & COMMISSIONS APPLICATION Date:10/13/2021 I, Jessica Rucker (Name) 1. Design Review Board , request to be appointed to (state preference): 2 Leisure Services Commission Home Phone: Coll Phone:319-504-1234 Work Phone:319-291-2038 Email Address director@mainstreetwaterloo.org Home Address927 Progress Ave Zip Code 50701 Employer Main Street Waterloo Title Executive Director Employer Address212 E 4th St Zip Code50703 How Tong have you resided in Waterloo? 7 yrs Email address:director@mainstreetwaterloo.org List current membership in organizations and offices held:l currently serve on the Complete Streets Advisory Committee and the CEPA Committee. Main Street Waterloo holds liasion positons on the Historic Preservation Commission and Experience Waterloo Board as well as our own board. I am available for meetings: jA.M. 0 P.M. 0 Noon Q✓ Evenings am available to serve on a Board/Commission the entire year: ®Yes ONo If no, list months not able to serve: Briefly explain your qualifications for appointment to a designated Board/Commission: Main Street Waterloo works to ensure the aesthetics of downtown and promote quality. Being a part of this board would help ensure the City and MSW are working together on projects. MSW hosts many events in downtown and works to engage people in the liesure amenaties Waterloo has to offer. Additional information and comments that may not be evident from information already on this form: am passionate about sharing the positives of Waterloo. Anything I can do to help the community is important to me. References (include phone numbers): John Chiles 757-759-2284 David Deeds 773-255-2258 I understand this application does not bind me to accept an appointment should it be offered, nor does it guarantee an appointment to a Board/Commission. If selected, I will be available to attend appropriate training sessions. This application will remain valid and on file for one calendar year from above date. Signature` () (( Cl N '314+1 Apo -pia 4iCil exm 40 Ai rush s t.J.112-te 1.1.“)5 d_� . 8 5pa_o r RETURN TO MAYOR'S OFFICE, 7'15 MULBERRY ST., WATERLOO, iA Rev02720/2020 50703 FAX 291-4286; EMAIL: mayor _waterloo-ia.orq; PHONE 291-4301 d C uA1-1-42.rm 8Wa•I a % 51,5 Page 446 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Mayor Department November 17, 2025 AGENDA ITEM TITLE Colleen Weliver, Board/Commission: Historic Preservation Commission, Expiration Date: October 3, 2028, [Renewal]. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Boards and Commissions Application - Colleen Weliver Page 447 of 865 CITY OF WATERLOO, IOWA BOARDS & COMMISSIONS APPLICATION Date:0811712022 I, Colleen Weliver (Name) 1, Waterloo historic Preservation Commission 10/3/22 &ftc / RECEIVED AUG 31 2022 , request to be appointed to (state preference): 2. 1-lome Phone: N/A Cell Phone: 319-404-8910 Email Address colecarter3@msn.com Work Phone: N/A Horne Address 159 Prospect Ave., Waterloo, IA Employer NIA Title N/A Employer Address N/A Zip Code 50703 • Zip Code N/A How long have you resided in Waterloo? 40 yrs Email address: List current membership in organizations and offices held: am available for meetings:1A.M. []✓ P.M. []Noon Evenings am available to serve on a Board/Commission the entire year: ®Yes ONo if no, list months not able to serve: Briefly explain your qualifications for appointment to a designated Board/Commission: Previously employed as a Realtor Additional information and comments that may not be evident from information already on this form: Currently live in a historic house in a historic neighborhood References (include phone numbers): Brock Weliver 319-404-8611 1 understand this application does not bind me to accept an appointment should it be offered, nor does it guarantee"an appointment to a Board/Commission. If selected, I will be available to attend appropriate training sessions. This application will remain valid and on file for one calendar year from above date. Signature ,,( {toy 02l211n020 or RETURN TO MAYOR'S OFFICE, 715 MULBERRY ST., WATERLOO, IA 50703 FAX 291.4286; EMAIL: mayorOwaterloo-ia.orq; PHONE 291-4301 p > pi.d ,o/ 2p.2 4e, , 1 Py1)<<L-s /0 /�/ 5 Page 448 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Lance Dunn, Human Resources Director Human Resources Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Communication from the Sanitation Department on the notice of the conclusion of employment of Collin Weber, Solid Waste Technician, effective October 6, 2025 with recommendation of approval of payout of $2,181.15 for unused benefits. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. C. WEBER PAYOUT 11.17.2025 Page 449 of 865 Page 450 of 865 CITY OF 4V4TERLOO IOWA Community of Opportunity Today's Date: 10/8/2025 Effective Date: 10/602025 Employment Date: 11/5/2024 City Council Notice of Employment Severance Department: PW SANITATION DEPARTMENT Job Classification: SOLID WASTE TECHNICIAN Employee Name: COLLIN WEBER The employment with the named City of Waterloo employee has been severed by reason of: ❑ Retired Disability Related ❑ No ❑ Yes O Resigned ❑ Termination ❑ Other In accordance with City Policy, it is requested to allow payment which consists of the following: Benefits Vacation -Accrued Total Hours (x) Hourly Rate Payout 30 $ 31.97 $ 959.10 Vacation -Current 4 $ 31.97 $ 127.88 Usable Sick Leave $ 31.97 25% $ Casual Hours 12.625 $ 31.97 403.62 Comp Time Pay 21.6 $ 31.97 $ 690.55 Unscheduled Leave $ 31.97 Other Pay Comments Approved by Human Resources Total Payment $ 2,181.15 Date 0- a 1- 02,C Date 10/29/2025 Council Agenda Date: Page 451 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to receive and file Board of Adjustment minutes for April, May, June, July, August, and September 2025. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. April 22, 2025 2. May 27, 2025 Page 452 of 865 3. June 24, 2025 4. July 22, 2025 5. August 26, 2025 6. September 23, 2025 Page 453 of 865 CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., APRIL 22, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Thorsnberry at 4:00 p.m. in person and via Zoom in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Jeri Thornsberry, Tom Powers, Ras Smith, and John Beckman. Members absent were: Craig Holdiman. Others present were: Aric Schroeder, Adarsh Tummala, Joseph Geilman & John Dornoff — the Planning Department; Jamie Knutson — City Engineer; and 5 citizens. Others present electronically were: Dave Boesen — City Council Ward 2. I. Approval of the Agenda It was moved by Smith and seconded by Beckman to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on March 25, 2025. It was moved by Powers, seconded by Smith to approve the amended minutes of the March 25, 2025 Board of Adjustment meeting was amended fixing one spelling error. Motion carried unanimously. III. Decision Items 1. Request by Brandon Underwood for a variance to an existing accessory structure in the required front yard, allowing for the construction of a single-family home in the "R-2" One and Two Family Residence District, located south of 2021 Fairview Avenue. Geilman read the staff report recommending approval of the request. Elizabeth Underwood, 2021 Fairview stated she is the sister of the applicant and the neighbors are in support of a new home being built. It was moved by Beckman, seconded by Powers, to approve per staff recommendation, the request by Brandon Underwood for a variance to an existing accessory structure in the required front yard, allowing for the construction of a single-family home in the "R-2" One and Two Family Residence District, located south of 2021 Fairview Avenue. Motion carried unanimously. 2. Request by Fairlor-Hurley Construction on behalf of 5th Street Tire, LLC for a variance to allow for an expansion of a legal non -conforming use and a variance to the rear yard setback to allow for a setback of 6'6", 28' 4" less than the 35' required in the "C-2" Commercial District located at 500 West 5th Street. Tummala read the staff report recommending approval of the request. Thornsberry asked if a fourth reason is to remove the two storage containers, to which Schroeder responded that it could be condition one. Page 454 of 865 City of Waterloo Board of Adjustment April 22, 2025 Beckman asked if the paved parking area behind the former Wilson Supply building belongs to the applicant and if there have been any objections from the owner of that building. Dornoff responded that the property does belong to 5th Street Tire, LLC, and Tummala responded that they have not received any comments from the owners of the former Wilson Supply building. Bill Fairlor, Fairlor-Hurley Construction, was available to answer questions and noted that 5th Street Tire has been a long-time downtown business that moved across the street from their original location when they lost their lease. Beckman asked about the tire storage as part of the new addition and noted that there is currently a caged area with tires behind the former Wilson Supply Company to which Fairlor stated that the tire store area will be fenced in and was run by the Fire Department and noted that the caged area was not there the last time he was at the site and is sure it will go away when the project is completed and Schroeder stated that it goes away when the project is completed or gets incorporated into the new addition. It was moved by Powers, seconded by Beckman to approve per staff recommendation the request by Fairlor-Hurley Construction on behalf of 5th Street Tire, LLC for a variance to allow for an expansion of a legal non -conforming use and a variance to the rear yard setback to allow for a setback of 6'6", 28' 4" less than the 35' required in the "C-2" Commercial District located at 500 West 5th Street with the condition that the storage containers be removed when the project is completed. Motion carried unanimously. 3. Request by Peters Construction on behalf of Waterloo Development Corporation for a Special Permit to allow for a community recreation center in the "M-2, P" Planned Industrial District adjacent to 360 Westfield Avenue along W. Commercial Street. Geilman read the staff report recommending approval of the request with the following condition: that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, screening, drainage, etc., except as approved through the Site Plan Amendment approval process or as modified by the Board of Adjustment. Thornsberry asked what a Musco Double Mini Pitch is and questioned the private parking, if that was an agreement to which Geilman stated it is a mini -soccer pitch for little kids, and Schroeder answered that there are no specific parking agreements in place. Schroeder also noted that if you look at the occupancy for the building, it is a very large number, but there would never be that many people in the facility at one time, and explained how these facilities work and stated that staff is comfortable with the parking numbers. Thornsberry also noted the Tech Notes that said that Engineering still needs a storm water and drainage plan„ and asked if that is normal for the Board to approve a Special Permit when those things have not been turned in, to which Schroeder stated that is typical, as those are things that are needed for the building permit process but the Engineer wants those items noted to ensure that the applicant is working on those details as they move toward construction. Beckman stated that most of the events will be on weekends, so there should be plenty of parking as TechWorks and the John Deere Museum are not open during those times, but does not think parking at the Courtyard by Marriott should be promoted. Smith noted that there will be 273 regular parking spaces and that 8 of those will be handicapped spaces, but there are approximately 1000 spaces within walking distance, and questioned how many handicapped -2- Page 455 of 865 City of Waterloo Board of Adjustment April 22, 2025 spaces are there in those parking lots to which Schroeder responed he is not positive but each lot has at least a couple since according to ADA code there needs to be a certain number of handicapped spaces to regular spaces and also noted that even if there is ADA compliant spaces they would not be ideal for use as they will be farther from the Hard Courts and that at the Planning, Programming, and Zoning Commission meeting there was discussion if there should be additional handicapped spaces. Schroeder further noted that ADA-compliant spaces are larger than regular spaces and will reduce the number of regular spaces, to which Smith responded that it is important to have enough ADA-compliant spaces. Beckman stated that it appears that the building will have limited use, to which Schreoder responded that he will defer to the applicant but is sure that they plan to use it as often as possible. Darrin Gillett, Peters Construction, stated that he has been involved with the project since day one has been working with all the tenants at TechWorks and with John Deere who has been involved in the project for some time and there shouldn't be any surprises and the Courtyard by Marriott is hoping the complex will fill the hotel. Gillett also noted that he has met with Knutson, and the SWPPP is completed and waiting to be submitted. Gillett further noted that they have discussed the number of ADA spaces with Sports Authority, who will be running the facility, and have worked out where they can get another 8 ADA spaces without redesigning it. Beckman asked for additional information about the Musco Double Mini Pitch, and Gillett went over its details and uses. Thornsberry asked about the orange color on the building, to which Gillett noted that, as of this morning, that color is no longer on the building, which was supposed to represent the color of a basketball, but where it was going to be orange is now going to be charcoal black, which will look very good. It was moved by Smith, seconded by Powers, per staff recommendation, to approve the request by Peters Construction on behalf of Waterloo Development Corporation for a Special Permit to allow for a community recreation center in the "M-2, P" Planned Industrial District adjacent to 360 Westfield Avenue along W. Commercial Street with the following condition: that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, screening, drainage, etc. except as approved by through the Site Plan Amendment approval process or as modified by the Board of Adjustment. Motion carried unanimously. 4. Request by Emergent Architecture on behalf of Northeast Iowa Food Bank for a Special Permit for the expansion of the Food Bank in the "M-2" Heavy Industrial District located at 1605 Lafayette Street. Dornoff read the staff report recommending approval of the request with the following conditions: 1) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, drainage, etc.; 2) sidewalks to be added along Vinton Street and from Lafayette along Vinton Street in the areas that are currently grass and would be required to be connected if the former car dealership is redeveloped and the paving removed; and 3) that screening including a 6' solid fence or landscape screen be provided on the east side of the remaining residence at 1629 Lafayette Street, on the west side of the new parking area. Powers asked who is getting the homes that are too be moved to which Schroeder responded that one home will be demolished the other two will be moved to Chalmers Street to be put on lots owned by the City by two gentleman that the City has entered into a development agreement with. -3 Page 456 of 865 City of Waterloo Board of Adjustment April 22, 2025 Thornsberry asked if the language on the sidewalks will need to change if that is something the Board want to see happen to which Schroeder responded that yes, the language should be changed if the Board wants to make it a firm condition. Powers asked if there was gas tanks on the site since the former car dealership used to be a gas station to which Schroeder responded he will defer to the applicant. Barbara Prather, Northeast Iowa Food Bank, stated that when the Food Bank purchased the former car lot, a Phase I and Phase II environmental study was done, and there are no gas tanks in the ground along with doing the studies on both houses. Beckman asked about the house that will remain to which Prather responded that the house is privately owned and not part of the expansion. Prather explained some the changes being proposed as part of the expansion to better served the community. Powers asked if any Federal grants were involved in the project, to which Prather responded that the biggest dollars came from a State Grant and Federal Grant money. It was moved by Beckman, seconded by Smith, per staff recommendation, to approve the request by Emergent Architecture on behalf of Northeast Iowa Food Bank for a Special Permit for the expansion of the Food Bank in the "M-2" Heavy Industrial District located at 1605 Lafayette Street with the following conditions: 1) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, drainage, etc.; 2) sidewalks will be added along Vinton Street and from Lafayette along Vinton Street in the areas that are currently grass and would be required to be connected if the former car dealership is redeveloped and the paving removed; and 3) that screening including a 6' solid fence or landscaping screen be provided on the east side of the remaining residence at 1629 Lafayette Street, on the west side of the new parking area. Motion carried unanimously. IV. Discussion Thornsberry asked how on item one did the lot end up with an accessory structure without a primary structure, to which Schroeder responded it appears to have been there since before the adoption of the Zoning Ordinance in 1969. The next meeting of the City of Waterloo Board of Adjustment will be held on May 27, 2025. V. Adjournment It was moved by Beckman, seconded by Powers, to adjourn the meeting at 5: 06 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -4 Page 457 of 865 CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., MAY 27, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Thorsnberry at 4:00 p.m. in person and via Zoom in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Jeri Thornsberry, Craig Holdiman, Ras Smith, and John Beckman. Members absent were: Tom Powers. Others present were: Aric Schroeder, Adarsh Tummala, Joseph Geilman & John Dornoff— the Planning Department; Jamie Knutson — City Engineer; and 5 citizens. Others present electronically were: Dave Boesen — City Council Ward 2. I. Approval of the Agenda It was moved by Beckman and seconded by Holdiman to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on April 22, 2025. It was moved by Beckman, seconded by Smith to approve the amended minutes of the April 22, 2025 Board of Adjustment meeting amending to fix a one word error in action item 1. Motion carried unanimously. III. Decision Items 1. Request by Ryan Schilling for a variance to the accessory structure height limit in conjunction with a single -story home to allow for a height of 17 feet, 2 feet more than the 15 feet allowed in the "R-1" One and Two Family Residence District located at 130 Sabrina Circle. Geilman read the staff report recommending approval of the request. Thornsberry asked about the new law when it comes to practical difficulty to which Schroeder explained the new law and how it applies. Ryan Schilling, 130 Sabrina Circle, was available to answer questions. Thornsberry noted the applicant received a variance for the total square footage of accessory structures in September, 2024 and did not ask for a variance for height at that time and what has changed to which Schilling responded that he wants to ensure he has enough room to install a lift in the future if he so desires. It was moved by Beckman, seconded by Holdiman, to approve per staff recommendation, the request by Ryan Schilling for a variance to the accessory structure height limit in conjunction with a single - story home to allow for a height of 17 feet, 2 feet more than the 15 feet allowed in the "R-1" One and Two Family Residence District located at 130 Sabrina Circle. Motion carried unanimously. Page 458 of 865 City of Waterloo Board of Adjustment May 27, 2025 2. Request by Clapsaddle-Garber Associates on behalf of Babic Properties, LLC for a variance to the parking requirements for a multi -family building to allow for 13 spaces, 3 less than the 16 required in the "C-2" Commercial District located at 1738 Flower Street . Tummala read the staff report recommending approval of the request. Holdiman asked if this was going to be another 8-plex, to which Tummala responded yes. Beckman asked if the 8-plex would normally require 16 stalls, to which Dornoff responded yes. Larry Koosmann, CGA Engineers was available to answer questions. Beckman asked what the long range plans are for the 8-plexes to the west and that the owner was planning to do something similar to those buildings to which Koosmann answered that the owners long term plan is to fix them up and Dornoff responed that the owner is planning to build new building at the same setback as the other two buidings so the new one is not set back and looking out of place like the demolished building. It was moved by Smith, seconded by Beckman to approve per staff recommendation the request by Clapsaddle-Garber Associates on behalf of Babic Properties, LLC for a variance to the parking requirements for a multi family building to allow for 13 spaces, 3 less than the 16 required in the "C- 2" Commercial District located at 1738 Flower Street. Motion carried unanimously. 3. Request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and a generator in the "R-4" Multiple Residence District located northwest of the intersection of University Avenue and Sergeant Road (US Highway 63). Dornoff read the staff report recommending approval of the request with the following condition: the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Beckman asked if the comments by the Fire Department would be covered by the standard language on all applicable City Codes, to which Dornoff responded yes. Eric Lage, Waterloo Fiber, was available to answer questions. Thorsberry noted that the shelter on Ansborough is nondescript. Beckman asked for clarification that there is currently just one shelter on Ansborough and one on Commercial, to which Lage stated that the one on Commercial is from another company. It was moved by Smith, seconded by Beckman, per staff recommendation, to approve the request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and a generator in the "R-4" Multiple Residence District located northwest of the intersection of University Avenue and Sergeant Road (US Highway 63) with the following condition: the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. 4. Request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and generator in the "C-P" Planned Commercial District located north of 1650 Idaho Street. -2- Page 459 of 865 City of Waterloo Board of Adjustment May 27, 2025 Dornoff read the staff report recommending approval of the request with the following condition: the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Eric Lage, Waterloo Fiber, was available to answer questions. Beckman asked for clarification that this shelter would be located north of the Dollar General and where will the parking for the service vehicles be accessed to which Lage stated yes it is north of the Dollar General parking lot and the access is off of Idaho Street north of the actual shelter. It was moved by Holdiman, seconded by Beckman, per staff recommendation, to approve the request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and generator in the "C-P" Planned Commercial District located north of 1650 Idaho Street with the following condition: the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. IV. Discussion The next meeting of the City of Waterloo Board of Adjustment will be held on June 24, 2025. Schroeder went over the bill that was passed by the Iowa Legislature and signed by the Governor that affects the Board of Adjustment. Thornsberry noted that she will not be able to attend the August and September Board of Adjustment Meetings. V. Adjournment It was moved by Beckman, seconded by Holdiman, to adjourn the meeting at 4:46 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -3 Page 460 of 865 CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., JUNE 24, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Thorsnberry at 4:00 p.m. in person and via Zoom in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Jeri Thornnberry, Tom Powers, Ras Smith, and John Beckman. Members absent were: Craig Holdiman. Others present were Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff from the Planning Department; Jamie Knutson, City Engineer; and five citizens. Others present electronically were: Dave Boesen — City Council Ward 2. I. Approval of the Agenda It was moved by Beckman and seconded by Powers to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on May 27, 2025. It was moved by Powers, seconded by Beckman, to approve the amended minutes of the May 27, 2025, Board of Adjustment meeting to correct one spelling error. Motion carried unanimously. III. Decision Items Ras Smith arrived at 5:03 pm. 1. Request by Malcolm Cleope for variances to allow for a 3,515 square foot addition to the south and east sides of an existing building. Variances are to the rear yard and side yard setbacks to allow for a 3' rear and side yard setback, 32 feet less than the 35 feet required in rear yard and 2 feet less than the 5' required in the side yard to allow for expansion to an existing building in the "C-2" Commercial District located at 2625 Falls Avenue. Tummala read the staff report recommending approval of the request. Beckman asked about the process to rezoning the property and should the Board wait to decide until the rezoning is doneto which Dornoff explained the process for the rezoning and if the Board has concerns about the rezoning it can add a condition that the variances are subject to the rezoning be approved to which Schroeder responded that the variance and the rezoning are two separate issues and the applicant could get approval for the variances and use it for a business that would not require a rezone. Smith asked if the items should be connected, to which Schroeder responded that one is a variance issue related to setbacks, and the other is a use issue. The building could receive the variance and be used for a use that would not require a rezone. Powers expressed concern that approving the variance would encourage the Planning, Programming, and Zoning Commission (PZ) to recommend approval of the request. Page 461 of 865 City of Waterloo Board of Adjustment June 24, 2025 Thornsberry asked if the rezone should happen first, to which Schroeder responded that issues like this do not arise often, but reiterated that these are two separate issues and that the rezoning is not necessary to approve the variances, as they are not inclusive. Beckman asked for his memory to be refreshed regarding the container to the south of the property, to which Dornoff responded that the Board of Adjustment had granted them an 18-month temporary variance, which is due to expire in the next few months, and would be sending a letter to remind them of this fact. The applicant was not present at the meeting. Thornsberry stated that she is unsure how requiring the rezone as a condition would affect the PZ commission. Beckman asked when the applicant planned to complete the two phases, to which Tummala stated that the applicant had not provided a timeline for the two phases. Powers stated that, since the applicant was not present, he feels it should be tabled since there is no specific timeline. Tummala responded that he did not provide an exact timeline, but the main business is an accounting firm. He wanted to do it during his slow season, and Dornoff responded that even if it's tabled, the next Board meeting will occur before the rezone reaches the City Council. Smith asked why the request for a variance came before the Board before the rezone was completed, to which Dornoff responded that the applicant applied for the variance, and it was only while staff was reviewing the request that it was determined the applicant would need to rezone the property for what he wants to do. It was moved by Powers, seconded by Smith, to table the request by Malcolm Cleope for variances to allow for a 3,515-square-foot addition to the south and east sides of an existing building. Variances are to the rear yard and side yard setbacks to allow for a 3' rear and side yard setback, 32 feet less than the 35 feet required in rear yard and 2 feet less than the 5' required in the side yard to allow for expansion to an existing building in the "C-2" Commercial District located at 2625 Falls Avenue. Motion carried unanimously. 2. Request by Henry and Kathy Ford for a variance to allow for a 6-foot tall privacy fence in the required front yard in the "R-2" One and Two Family Residence District located at 122 Cutler Street. Dornoff read the staff report recommending approval of the request, noting that there will need to be a slight adjustment for the triangle of visibility. Powers asked for clarification on where the applicants plan to run the fence, to which Dornoff pointed on the aerial image, showing the location where the fence will be situated. Beckman asked why the address was changed from the narrow dimension, to which Dornoff responded that he was not sure and that it would be a question for the applicant. Kathy Ford, 122 Cutler Street, stated that they requested the change of address because at some point in the past, the house was remodeled with the entrance along Cutler, and delivery people would get confused. -2 Page 462 of 865 City of Waterloo Board of Adjustment June 24, 2025 Beckman asked if the blue line represented where the fence is going to be installed and asked about the cars that are parked across the public sidewalk, to which Ford responded that no, it is where the black Sharpie image is, which is hard to see and the cars parked across the sidewalk will be removed. It was moved by Beckman, seconded by Powers, to approve per staff recommendation the request by Henry and Kathy Ford for a variance to allow for a 6-foot tall privacy fence in the required front yard in the "R-2" One and Two Family Residence District located at 122 Cutler Street. Motion carried unanimously. 3. Request by Iowa Heartland Habitat for Humanity for a variance to the minimum required lot size to allow for three lots of 5,600 square feet, each 400 square feet less than the 6,000 square feet required and a variance to the minimum lot width to allow for three lots of 40 feet of width, each 10 feet less than the 50 feet required for the construction of 3 single family homes in "R-3" Multiple Residence District and "C-2" Commercial District located at 512 Almond Street. Dornoff read the staff report recommending approval of the request. Beckman requested verification that these lots would extend back to the alley and that garages are included, to which Dornoff replied, "Yes, they will go back to the alley, and garages are included." Powers asked when the building was being torn down, to which Schroeder responded that the City of Waterloo is currently out to bid on a couple of properties, including the commercial building at 512 Almond Street. Andy Conger, Iowa Heartland Habitat for Humanity, was available to answer questions. Smith asked how significant the loss would be for Habitat if they were only able to build two homes instead of three, to which Conger responded that they would be very similar to other homes on Almond Street, for astehtics it would match the rest of the neighborhood better, and increase density near the downtown core. Beckman asked about the resale value of homes on smaller lots, to which Conger responded that some homes in the area they have rehabilitated have been resold without any issues related to the lot size. It was moved by Beckman, seconded by Powers, per staff recommendation, to approve the request by Iowa Heartland Habitat for Humanity for a variance to the minimum required lot size to allow for three lots of 5,600 square feet, each 400 square feet less than the 6,000 square feet required and a variance to the minimum lot width to allow for three lots of 40 feet of width, each 10 feet less than the 50 feet required for the construction of 3 single family homes in "R-3"Multiple Residence District and "C-2" Commercial District located at 512 Almond Street. Motion carried unanimously. 4. Request by O'Dell Sallis for a variance to the front yard setback requirements to allow for a single- family home with a front yard setback of 16' 6.5", 3' 5.5" less than the 20 feet required to allow for the construction of 2 single family homes in the "R-2" One and Two Family Residence District located south of 114 Warneka Street. Geilman read the staff report recommending approval of the request. Beckman asked if garages are required, to which Geilman stated yes. -3- Page 463 of 865 City of Waterloo Board of Adjustment June 24, 2025 Beckman noted that an alley is visible behind the lots, to which Geilman stated it is what is called a paper alley; however, the setbacks are based on the property lines of the alley. Smith questioned the Lack of Reasonable Return if the variance was not granted since it would make the home slightly smaller but would it have that big of an effect to which Schroeder responded that the Lack of Reasonable Return is a tough standard and staff will be looking at that with the changes with the State Law and Pratical Difficulties. Beckman requested clarification that the variances would only apply to the home directly south of 114 Warneka Street, which Geilman confirmed. O'Dell Sallis, 2613 Idaho Street, was available to answer questions. Smith noted that it appears that the home to the north is larger than the house to the south and wondered if that was intentional, to which Sallis answered that yes the home is 400 square feet larger and it is intentional. Beckman asked if the homes would have garages, to which Sallis stated yes. Smith asked if the garage is making a difference to the square footage on the home that needs the variance, to which Sallis responded yes and no; the garage is larger, but the footprint of the home is also larger. It was moved by Smith, seconded by Beckman, per staff recommendation, to approve the request by O'Dell Sallis for a variance to the front yard setback requirements to allow for a single-family home with a front yard setback of 16' 6.5", 3' 5.5" less than the 20 feet required to allow for the construction of 2 single family homes in the "R-2" One and Two Family Residence District located south of 114 Warneka Street. Motion carried unanimously. 5. Request by Greenfield Investment, LLC for a variance to allow for the demolition of an accessory structure without a replacement structure in the "R-4" Multiple Residence District located at 918-920 West 4th Street. Geilman read the staff report recommending denial of the request. Beckman asked how this came to the attention of the staff and if there was any pictures of the garage before it was demolished, to which Geilman answered that the applicants were told that they needed a demolition permit after the garage had been demolished, and Dornoff responded that he did not have any pictures of the garage before it was demolished. Smith asked if staff had heard any reports of vandalism or unauthorized occupying that the applicants are claiming, to which Dornoff responded that staff had not heard any reports. Akeem Abujabe, 4550 Wild Rose Court in Cedar Falls, stated that they purchased the property last year, and all the tenants were parking outside the garage and never parked inside it. Abujabe further stated that when he went to the property, he would find various items inside the garage, and was notified that they needed to fix the siding and the roof, so he had a contractor come in, and with the garage being in poor shape, decided to demolish it. -4 Page 464 of 865 City of Waterloo Board of Adjustment June 24, 2025 Beckman asked for clarification that the applicant owns the lot next door and if there are any police reports regarding the vandalism and their issues with the garage, to which Abujabe stated yes, he does own the adjacent lot, but there were no police reports. Beckman also asked the reason why the applicants' renters did not use the garage, whether they were able to park in the garage, or due to the condition they were not able to park in the garage, to which Abujabe answered that he never asked them, but probably because it was closed. Beckman stated it was the applicant's responsibility to make the garage functional so they could park in the garage. Smith stated that the people renting a residence will usually tell the landlord if there is a problem, and a property owner can never rely on a contractor to tell them what they need to know and he believes it would benefit the tenants to have a garage. Beckman stated that the applicant should look around the neighborhood, especially at what Habitat has been doing to improve the neighborhood. Thornsberry asked how the new code about practical difficulties would come into play, to which Dornoff responded that when staff looked at the new code, it felt that there would be very few cases where it would not apply, but this would be one of them because this does not have anything to do with setbacks or dimensions. It was moved by Beckman, seconded by Smith, per staff recommendation, to deny the request by Greenfield Investment, LLC, for a variance to allow for the demolition of an accessory structure without a replacement structure in the "R-4" Multiple Residence District, located at 918-920 West 4th Street. Motion carried unanimously. IV. Discussion The next meeting of the City of Waterloo Board of Adjustment will be held on July 22, 2025. V. Adjournment It was moved by Beckman, seconded by Powers, to adjourn the meeting at 5: 07 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -5 Page 465 of 865 DRAFT CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., JULY 22, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Thorsnberry at 4:00 p.m. in person and via Zoom in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Jeri Thornsberry, Craig Holdiman, Ras Smith, and John Beckman. Members absent were: Tom Powers. Others present were: Noel Anderson, Adarsh Tummala, Joseph Geilman, and John Dornoff from the Planning Department; Jamie Knutson, City Engineer; Rob Duncan, Chief of Police, and four citizens. Others present electronically were Dave Boesen - City Council Ward 2. I. Approval of the Agenda It was moved by Beckman and seconded by Holdiman to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on June 24, 2025. It was moved by Holdiman, seconded by Beckman, to approve the amended minutes of the June 24, 2025, Board of Adjustment meeting to correct one error in item 2. Motion carried unanimously. III. Decision Items Ras Smith arrived at 4:03 pm. 1. Request by Malcolm Cleope for variances to allow for a 3,515 square foot addition to the south and east sides of an existing building. Variances are to the rear yard and side yard setbacks to allow for a 3' rear and side yard setback, 32 feet less than the 35 feet required in rear yard and 2 feet less than the 5' required in the side yard to allow for expansion to an existing building in the "C-2" Commercial District located at 2625 Falls Avenue. Tummala read the staff report recommending approval of the request. Holdiman noted that the address given in the staff report for a nearby property with comparable setbacks was wrong, to which Tummala corrected the address. Malcolm Cleope, 2625 Falls Avenue, went over the reasons for the request and why the variances are needed. Beckman asked about the timeline for phases I and II, and whether the additions would be fully enclosed. Cleope answered that he would like to start once he receives final approval from the Board of Adjustment and the City Council, and that the additions will be fully enclosed. Thornsberry asked if the applicant had talked to anyone about the fertilizer, to which Cleope stated that he had discussed the waste product. Page 466 of 865 City of Waterloo Board of Adjustment July 22, 2025 It was moved by Holdiman, seconded by Beckman, per staff recommendation to approve the request by Malcolm Cleope for variances to allow for a 3,515-square-foot addition to the south and east sides of an existing building. Variances are to the rear yard and side yard setbacks to allow for a 3' rear and side yard setback, 32 feet less than the 35 feet required in rear yard and 2 feet less than the 5' required in the side yard to allow for expansion to an existing building in the "C-2" Commercial District located at 2625 Falls Avenue. Motion carried unanimously. 2. Request by Linn Mart for a variance to change the conditions of approval restricting the sale of alcohol to only beer and wine in the "R-2" One and Two Family Residence District to allow for the sale of liquor located at 926 Linn Street. Tummala read the staff report recommending denial of the request. Beckman stated that the staff report mentioned opposition and asked how many people were opposed, to which Tummala answered one call. Rob Duncan, Chief of Police, explained the list of police calls that have been attributed to the property in question. Holidman asked why there are different names, including Speedymart and Cousins, listed in the police call list, and if they were the same place. Duncan stated that they are all from the same address and is unsure why different names are listed. Dilawar Khan, 926 Linn Street, stated that he started the business from scratch about 10 years ago and would like to sell a limited amount of liquor since stores such as Hy-vee have closed recently. He further noted that his property taxes have increased from approximately $700 annually to $4400 annually. Also, he stated that some senior citizens in the area, who do not have automobiles, have asked him to carry more items, such as liquor, and he has presented a petition of support to allow him to sell liquor. Khan also noted that his nephew ran the business for two or three years, but he ignored what was going on, so Khan decided to take back operation of the store, and now they make sure the inside and the outside of the store are clean and do not allow people to hang out around the store. Khan also stated that he spent $40,000 to make a nice parking lot and noted that some competitors are open till 2:00 am, but he intends to continue to close at 11:00 pm. Thornsberry asked what year Khan took the business back, to which he responded two years ago. Smith noted that he grew up right down the street and would go into the store back when it was Ross Junieors Convenience Store, and there has been five interations of the building and noted that many of the police calls have nothing to do with the actual store and would like a more precise definition of what lack of reasonable and because it appears that the store is doing well without selling liquor to which Kahn noted that he ran a liquor store in Cedar Falls for five years and had no citations but does not want to run a liquor store and this store also has no citiations over the last 10 years. Beckman inquired about the calls for service, specifically the location referred to as Cousin's Convenience, and asked if the store uses that name, to which Khan responded No, they have never used that name; the previous name was Dixon Grocery. -2 Page 467 of 865 City of Waterloo Board of Adjustment July 22, 2025 Beckman also inquired about other businesses Kahn owns, noting that the business appears to be successful without selling liquor Kahn replied that he owns a Chinese Restaurant in Cedar Falls, a bar and restaurant in Delhi, Iowa, and the Linn Mart. Beckman noted that the applicant stated that the neighborhood is a little rough, which Beckman agrees with, and is having trouble approving the request, and that selling liquor will add to the already present problems. Travis Red, 1215 Parker Street, stated he feels the Board has been misled about the crime in the area, as it is down and has not been called to the address for any violence or anything like that, and most of the calls are for illegal parking, which is no different than Hy-Vee or Fareway and it is not fair to the people in the community to punish them and the nearest store is beyond walking distance. Smith stated he has been in the store and that the question the Board is asking is whether selling liquor will uplift the neighborhood, and he understands the disinvestment the neighborhood has seen and does not see that denying the ability to sell liquor is a punishment and the store would be better off expanding its fresh food selection and noted that consumption of liquor is going down overall. Kahn noted that they are losing money selling chicken, and the store is barely surviving. Red stated that many of the people who signed the petition have been living in the neighborhood for 60 years and do not have a problem with the store selling liquor. Thornsberry stated that, from what she saw on the police report, many of the calls do not involve the business in question, that the hours would not change, and the area where the liquor is will be small compared to other items in the store and does not see why the place could not have a liquor license and the support of the local neighbors. Holdiman also noted that the calls for service for the police are not related to the business, but it's the people who hang out around the business. Beckman made a motion to deny, but Thornsberry suggested a 1-year temporary variance to see how it goes. It was moved by Smith, seconded by Beckman, to approve the request by Linn Mart for a variance to change the conditions of approval restricting the sale of alcohol to only beer and wine in the "R-2" One and Two Family Residence District to allow for the sale of liquor located at 926 Linn Street for a period of one year. Motion failed 2-2 (Beckman and Holdiman voted nay). It was moved by Beckman, seconded by Holdiman, to deny per staff recommendation the request by Linn Mart for a variance to change the conditions of approval restricting the sale of alcohol to only beer and wine in the "R-2" One and Two Family Residence District to allow for the sale of liquor located at 926 Linn Street. Motion carried 3 —1 (Thornsberry voted nay). IV. Discussion Thornsberry noted she will be absent during the September and October meetings, having previously stated she would be absent during the August and September meetings. The next meeting of the City of Waterloo Board of Adjustment will be held on August 26, 2025. -3- Page 468 of 865 City of Waterloo Board of Adjustment July 22, 2025 V. Adjournment It was moved by Beckman, seconded by Holdimau, to adjourn the meeting at 4:58 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -4 Page 469 of 865 CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., AUGUST 26, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Thorsnberry at 4:00 p.m., both in person and via Zoom, in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Jeri Thornsberry, Craig Holdiman, Tom Powers, Ras Smith (arrived at 4:04 pm), and John Beckman. Members absent were: none. Others present were Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff from the Planning Department; Rudy Jones - Community Development Director; and five citizens. Others present electronically were: Dave Boesen — City Council Ward 2; and Noel Anderson — Community Planning and Development Director. I. Approval of the Agenda It was moved by Beckman and seconded by Holdiman to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on July 22, 2025. It was moved by Beckman, seconded by Powers, to approve the amended minutes of the July 22, 2025, Board of Adjustment meeting to correct four spelling errors. Motion carried unanimously. III. Decision Items Ras Smith arrived at 4:04 pm. 1. Request by E & A Properties, LLC for a variance to the front yard setback requirements to allow for a setback of 10.95 feet, 14.05 feet less than the 25 feet required, to construct a 9975 square foot building in the "M-1" Light Industrial District located adjacent to 1825 Jefferson Street. Dornoff read the staff report recommending approval of the request. Beckman asked if the stormwater detention should be part of the approval by including the standard development language, to which Dornoff stated that the Board can add it if they please. Edis, Kuduzovic, 1924, Kitty Hawk, was available to answer questions as the applicant. Beckman inquired about the intention for this new building, to which Kuduzovic stated that they own the building next door and have purchased one across the street, where their dealership will relocate from its current University Avenue location. The new building will be used for storing expensive vehicles. Beckman followed up and asked how many cars they currently have at the University location, to which Kuduzovic replied that they have approximately 70 cars, but plan to stop selling low -end vehicles once they are sold and focus on higher -end models. Page 470 of 865 City of Waterloo Board of Adjustment August 26, 2025 It was moved by Beckman, seconded by Powers, to recommend approval, per staff recommendation, the requesttby E & A Properties, LLC for a variance to the front yard setback requirements to allow for a setback of 10.95 feet, 14.05 feet less than the 25 feet required to construct a 9975 square foot building in the "M-1 "Light Industrial District located adjacent to 1825 Jefferson Street with the following condition: that the final site plan meets all applicable city codes, including but not limited to parking, landscaping, drainage, etc. Motion carried unanimously. 2. Request by the City of Waterloo for a variance to the accessory structure setback requirements to allow an existing garage to be rebuilt with a setback of 0 feet, 3 feet less than the required 3 feet in the "R-2" One and Two Family Residence District located at 1515 Liberty Avenue. Tummala read the staff report recommending approval of the request. Beckman stated that the language regarding gutters and downspouts needs to be revised to specify that they are required, rather than suggested. Jones explained that his department has been trying to find homes in desirable areas and get ahead of purchases that may not be in the best interest of the neighborhood. Thornsberry stated that the Board wants to make gutters and downspouts required to ensure that the neighbors do not have water runoff issues, to which Jones noted that it is part of the project. Beckman asked about the project's budget, to which Jones responded that the final budget had not been compiled. Still, the goal is to address the footing and foundation for the garage and install a new one. There is some water damage in the house and try to address it, and with the garage itself will probably be in the $20,000 to $25,000 and HUD gives the department a budget of approximately $150,000 for substantial fixes for such a property. Beckman stated that he hopes there is money to fix the driveway, to which Jones responded that the plan is to install a whole new driveway and address the steps to the house. Thornsberry asked where the water was coming from, to which Jones responded that they were still trying to investigate the source of the problem. Holdiman noted that some of the surrounding homes also have garages that are on or close to the property line, and also stated that this was the standard practice back in the 1950s. It was moved by Smith, seconded by Powers, to approve, per staff recommendation the request by the City of Waterloo for a variance to the accessory structure setback requirements to allow an existing garage to be rebuilt with a setback of 0 feet, 3 feet less than the required 3 feet in the "R-2" One and Two Family Residence District located at 1515 Liberty Avenue with the following condition: that gutters and downspouts are installed. Motion carried unanimously. 3. Request by RPM Motor Company for a 2-year extension of a previously approved 18-month variance to the accessory structure requirement that prohibits storage containers for more than 60 days in the "C-2" Commercial District located across from 2701 Falls Avenue. Geilman read the staff report recommending approval of the request. -2 Page 471 of 865 City of Waterloo Board of Adjustment August 26, 2025 Ben DeJong, of 3610 University, stated that their business has just relocated from 40 Mullan Avenue to 3610 University Avenue, which is closer to the Falls Avenue site. While reorganizing both sites, they aim to keep things tidy by using a storage container. Holdiman noted that when this matter came before the Board, there was an issue with a neighbor, but the container and the lot do not appear to be in poor condition. DeJong stated that there was only one neighbor who was complaining about the container; however, he is now deceased. Thornsberry stated she understands the confusion about moving and sorting, and asked the applicant if he would be amenable to one year, to which DeJong stated yes. DeJong stated that building a garage would not make sense, as it would be across the street and have no use for anyone, and he is unsure if they could get approved for a building on the site, considering its narrowness. Thornsberry then asked if, after one year, they would remove it, to which DeJong stated that they would have to move the contents of the container inside. Beckman asked how long DeJong had been with the business and explained the management changes, to which DeJong stated that he had worked for the owner for 17 years. The manager of the building had walked out in March, and since then, they had hired a new manager. Beckman noted that there are many storage facilities in the immediate area that the business could rent, to which DeJong stated it would be very inefficient. Beckman said that it was Code Enforcement that conducted the due diligence and initiated enforcement. Thornsberry reiterated that the staff was recommending two years, but she was recommending one year so that they could deal with reorganization. Holdiman asked how much stuff was stored in the container, to which DeJong responded that currently it was very little, but at other times it was full. Beckman asked for confirmation that they had no intention of building anything there, to which DeJon responded that they were unsure what they could fit on the lot. Boesen stated that his problem with them getting another variance is that Maria Downing from Code Enforcement had cited them a year before they came before the Board of Adjustment and received their 18-month variance. The case was repeatedly rescheduled for court, and when they appeared before the board, they stated that they intended to build a garage. Smith stated that he likes consistency, but there appears to be no uniqueness to any particular situation. Thornsberry asked if staff knew of the issues with Code Enforcement, what is the explanation for the recommendation for another two-year variance. To which Schroeder stated that he is not sure if the staff were aware of the full length of time. Still, there have been issues that have made it take longer, but I thought that, due to the changes in business management, the two-year variance would allow them time to get organized. It was moved by Smith, seconded by Holdiman, to approve the request by RPM Motor Company for a 1-year extension of a previously approved 18-month variance to the accessory structure requirement -3- Page 472 of 865 City of Waterloo Board of Adjustment August 26, 2025 that prohibits storage containers for more than 60 days in the "C-2" Commercial District located across from 2701 Falls Avenue. Motion failed 2 — 3 (Holdiman, Beckman, and Powers voting nay). IV. Election of a temporary Vice Chairperson for the September and October Board of Adjustment Meetings. It was noted that while Thornsberry is away for the next two months, Beckman, as the current Vice - Chairperson, will become the acting Chairperson, and that this action will cover us in case Beckman can not attend the meetings. It was moved by Powers and seconded by Beckman to nominate Smith as temporary Vice -Chairperson for the September and October Board of Adjustment meetings. Motion carried unanimously. V. Discussion The next meeting of the City of Waterloo Board of Adjustment will be held on September 23, 2025. VI. Adjournment It was moved by Beckman, seconded by Powers, to adjourn the meeting at 4:39 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -4 Page 473 of 865 CITY OF WATERLOO, IOWA BOARD OF ADJUSTMENT MINUTES REGULAR MEETING - 4:00 P.M., SEPTEMBER 23, 2025 The regular meeting of the City of Waterloo Board of Adjustment was called to order by Chairperson Beckman at 4:00 p.m., both in person and via Zoom, in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Craig Holdiman, Tom Powers, Ras Smith, and John Beckman. Members absent were: Jeri Thornsberry Others present were Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff from the Planning Department; Jamie Knutson — Engineering Department; and four citizens. Others present electronically were: Dave Boesen — City Council Ward 2; and Noel Anderson — Community Planning and Development Director. I. Approval of the Agenda It was moved by Holdiman and seconded by Powers to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on August 26, 2025. It was moved by Powers, seconded by Smith, to approve the amended minutes of the August 26, 2025, Board of Adjustment meeting to correct four spelling errors. Motion carried unanimously. III. Decision Items 1. Request by Iowa Heartland Habitat for Humanity for variances to allow for 39% Lot Coverage at 1,950 square feet, 4% more than the 35% allowed, and to allow for 32% rear yard lot coverage at 480 square feet, 2% more than the 30% allowed in the "C-1" Commercial District located at 402 Allen Street. Tummala read the staff report recommending approval of the request. Andy Conger, Construction Director for Iowa Heartland Habitat for Humanity, was available to answer questions. Beckman asked if the large tree would be removed, to which Conger stated that it is their policy only to remove trees if necessary. It was moved by Powers, seconded by Holdiman, to recommend approval, per staff recommendation, the requesttby by Iowa Heartland Habitat for Humanity for variances to allow for 39% Lot Coverage at 1,950 square feet, 4% more than the 35% allowed, and to allow for 32% rear yard lot coverage at 480 square feet, 2% more than the 30% allowed in the "C-1" Commercial District located at 402 Allen Street. Motion carried unanimously. 2. Request by Tacora Massage for variances to the sign regulations to allow for 120 square feet of monument sign, 98 square feet more than the 22 square feet allowed, and to allow for two digital message boards in the "R-4" Multiple Residence District located at 3430-3434 Kimball Avenue. Page 474 of 865 City of Waterloo Board of Adjustment September 23, 2025 Geilman read the staff report recommending approval of the request with the following condition: that the existing sign be removed within 6 months of the completion of the new sign. Smith noted that in the staff report there is discussion of revising the Zoning Ordinance and if the Board should hold off on approving the request until it is passed to which Dornoff explained what staff is looking to change in the Ordinance and Schroeder stated that the most significant priorities right now for changing the Zoning Ordinance is with Hobby Farms and Tobacco, that this minor change be not happen and that would not be fair to the applicant to make them wait that long. Dornoff further noted that this property is just two properties from the Commercially Zoned properties. Beckman asked if there would be any line -of -sight concerns for this sign, to which Geilman stated no. Michael Southall, 3434 Kimball Avenue, was available to answer questions. Beckman noted that the current sign advertises two businesses and asked if the second business would be on this sign, which Southall stated yes, both businesses would be advertised on the signs, although the 2nd business is a dentist's office, and when the dentist retires, Southall's business will take over the entire building, which he owns. Beckman also asked who the vendor was, to which Southall answered that the monument sign was out of Jacksonville, Florida, and was called Royal Foam. Southall is looking online for the digital displays, but understands he needs to get a sign vendor. Beckman asked if the Board could proceed even though the applicant does not have a vendor yet, to which Dornoff responded that the Building Department is the one that requires a licensed contractor; therefore, it does not affect the variance through the Board of Adjustment. Holdiman asked for confirmation, to which Southall stated it would be at the northeast corner. The site plan indicated where the sign would be located and noted that the sign's size might be smaller. Beckman responded that the applicant could not go larger, as they would be maxed out with this request. Southall stated that he understood. It was moved by Smith, seconded by Holdiman, to approve, per staff recommendation the request Tacora Massage for variances to the sign regulations to allow for 120 square feet of monument sign, 98 square feet more than the 22 square feet allowed, and to allow for two digital message boards in the "R-4"Multiple Residence District located at 3430-3434 Kimball Avenue with the following condition: that the existing sign be removed within 6 months of the completion of the new sign. Motion carried unanimously. 3. Request by Masjid Al-Noor Waterloo Cedar Falls Islamic Center for extension of existing temporary variances to the hard surfacing requirements and the number of parking spaces to allow for 65 parking spaces, 25 less than the 90 required, and variance to the hard surfacing requirements to allow for a gravel area to allow for semi -trucks to turn around in the "C-2" Commercial District located at 2110 Sager Avenue, to allow the temporary variance through September 30, 2027. Dornoff read the staff report recommending a 1-year temporary variance with the following condition: that the gravel areas be removed in 6 months, but noted two calls opposing the request. Beckman noted that staff stated the applicant had spoken with staff and asked how many times that had occurred, to which Dornoff replied 3 or 4 times. Knutson then asked for clarification that they had spoken with a engineering member, which Dornoff confirmed. -2- Page 475 of 865 City of Waterloo Board of Adjustment September 23, 2025 Smith asked if the expectation is that they will have the gravel removed in 6 months and paved, even though they have only raised 10% of the money they need, to which Dornoff replied that, at a minimum, the gravel should be removed within 6 months because they were supposed to remove the gravel closest to Sager Avenue immediately and have not done so. Smith asked if they would be getting a permanent variance for the parking spaces, to which Dornoff responded that if they had a hard surface as required, they would not need a permanent variance for the number of parking spaces. Smith also noted that they need to raise a substantial amount of money to complete this project within the given timeframe if they are granted a one-year variance. Holdiman said they currently have $10,000, and the estimate is over $100,000. We don't know how long it has taken them to raise the $10,000, but they feel that it will probably be another 5 years, and the price of concrete will be much higher, and they question whether it can be done. Beckman stated that raising $100,000 is a significant undertaking, and Holdiman agreed that it is probably not feasible for a small church. Beckman reiterated that there were two calls in opposition to the request. Dornoff noted that the person for whom he has contact information is no longer with the church. Beckman asked what would happen if this were denied, to which Dornoff responded that they would give them 60 days to pave it or face fines. Beckman noted that the Board had also denied the church on Hammond, which had since been blacktopped. Holdiman asked if the 60 days would also apply to them removing the gravel, to which Dornoff responded yes. Smith noted that the original variance was for two years and was issued in 2011, so there appears to be an issue with them completing it in a timely manner Beckman noted that no one was present to talk about the request. Boesen stated that he feels that they have had 14 years to do this and concrete would have been cheaper back then and also noted they only see one bid and they stated they got multiple bids, and there is the option of getting a construction loan, and feels that in two years, we will be in the same spot with them asking for another variance. It was moved by Powers, seconded by Smith, to deny the request by Masjid AlNoor Waterloo Cedar Falls Islamic Center for extension of existing temporary variances to the hard surfacing requirements and the number of parking spaces to allow for 65 parking spaces, 25 less than the 90 required, and variance to the hard surfacing requirements to allow for a gravel area to allow for semi -trucks to turn around in the "C-2" Commercial District located at 2110 Sager Avenue. Motion passed unanimously. 4. Request by EIC Enterprises, LLC for a variance to the front yard setback on a corner lot to allow for a setback of 17' feet, 3' feet less than the 20' feet required for a home addressed on the long dimension -3- Page 476 of 865 City of Waterloo Board of Adjustment September 23, 2025 street frontage in the "R-2" One and Two Family Residence District located adjacent to 632 Campbell Avenue on the corner of Campbell Avenue and Lawnhill Avenue. Geilman read the staff report recommending approval of the request and noted that staff received two emails supporting the project. Dornoff also noted that staff received questions from the next -door neighbor, which were answered, and he never called back. Powers inquired about how the fence on the adjacent property is affected by the 5-foot setback, to which Dornoff responded that the fence should be located on the neighbor's property and should not encroach upon the 5-foot setback. Jared Hottle, 314 Mitchell, was available to answer questions. Beckman asked about the ownership of the house on Newell, to which Hottle responded that the city currently owns the property but is working on a Development Agreement with the city to purchase the house, and Schroeder noted that indeed the City owns the house and purchased the property for an industrial development. Holdiman noted that moving the house to the lot at Campbell and Lawnhill will make good use of the property. Knutson noted that the applicant must ensure the proposed house mover obtains the proper permits, bonds, and insurance required for engineering review. Beckman asked when the house might be moved, to which Hottle responded that it will probably be next year. It was moved by Holdiman, seconded by Powers, to approve the request by EIC Enterprises, LLC for a variance to the front yard setback on a corner lot to allow for a setback of 17' feet, 3' feet less than the 20' feet required for a home addressed on the long dimension street frontage in the "R-2" One and Two Family Residence District located adjacent to 632 Campbell Avenue on the corner of Campbell Avenue and Lawnhill Avenue. Motion passed unanimously. IV. Discussion The next meeting of the City of Waterloo Board of Adjustment will be held on October 28, 2025. At the October meeting, a discussion will be held regarding the cancellation of the December meeting. V. Adjournment It was moved by Holdiman, seconded by Smith, to adjourn the meeting at 4:50 p.m. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -4 Page 477 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to receive and file Complete Streets Committee minutes of March, April, June, August, and September 2025. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Minutes Complete Streets 03-25-25 2. Minutes Complete Streets 04-29-25 Page 478 of 865 3. Minutes Complete Streets 06-24-25 4. Minutes Complete Streets 08-26-25 5. Minutes Complete Streets 09-30-25 Page 479 of 865 Minutes of The City of Waterloo Complete Streets Advisory Committee Meeting March 25, 2025 The Meeting of the City of Waterloo Complete Streets Advisory Committee was called to order at 1:35 pm on January 28, 2025, by Chairperson Young in the Mollenhoff Conference Room at Waterloo City Hall. Roll Call: Members present: Aric Schroeder, Kyle Durant, Jessica Rucker, Kathryn Gilbery, David Sturch, Oumie Ceesay, Curtis Young, John Dornoff, Dwight Diercks, and Kevin Demler. Members absent were: J.B. Blolger, Felicia Cass and Ray Feuss. Other attendees: Oghogho Oriakhi — INRCOG, Todd Deerfield — Leisure Services, Tina Shellhorn — Traffic Department; and Michelle Sweeney — INRCOG. It was moved by Durant and seconded by Gilbery to approve the minutes of the February 25, 2025 meeting. Motion carried unanimously. Agenda Items: 1. Park Avenue Bike Lanes • The traffic department is still searching for money to do the south Park Avenue. • It was noted how rough the road is. • Ceesay will check with Knutson to see when the road might be improved. 2. "Low Cost" Projects • Where should the focus be? • Met will install trees at the transit station. • It will cost $29,000 for 31 trees on Jefferson Street. • Would prefer wood mulch around the trees. • The wood mulch can be glued to keep from getting kicked onto the sidewalk but the glue needs to be redone. • Should trees be installed along Park Avenue? • Streetscaping on 5th/6th Streets. • What streetscaping is and how it is beneficial is explained. • Streetscaping is not a small project. • Traffic would prefer benches instead of trees because they block street lights. However, trees provide shade and help with heat island effect and there is not a lot of shade in downtown. • JSA is working with Leisure Services to put in trees in the front of their properties. • A study on planting trees in the downtown cost $30,000. • Some areas not wide enough to put in trees such as along 6th street between Sycamore and Lafayette. • UNI has programmed neighborhood trees. • Complete Streets could recommend a tree study in their CIP request. • Is it possible to do something through the Traffic Department, such as Vision Zero or Pedestrian Safety Enhancements? • Ordinance changes may be needed. 3. Trail Funding • US DOT will probably cut back on trail funding. Page 480 of 865 Complete Streets Advisory Committee Minutes March 25, 2025 4. Upcoming Planning Commission Agenda Review • Schroeder went over the April8th Planning, Programming and Zoning Commission agenda. • There was a discussion on if the Hard Courts have too many parking spaces, not enough green space, and should be encouraged to have bike racks. • Discussion of sidewalks for the Food Bank project. It was moved by Durant and seconded by Gilbery to recommend sidewalks on Vinton Street and a connection from Lafayette Street for the Food Bank project. Motion carried unanimously. 5. Other Project Status Updates • The water main has been completed along La Porte Road. • 11th Street bridge should be opening soon. • Railings are going in on the Park Avenue Bridge. 6. Acknowledgment of the Completion of Service of Committee Member Kyle Durant. • Durant announced that he has accepted a position with the Iowa Department of Transportation, so this would be his last meeting. Discussion Items: No discussion items. Election of a Vice -Chairperson for the remainder of the term ending December 31, 2025. It was moved by Diercks and seconded by Young to nominate Kathryn Gilbery as Vice -Chairperson. Motion carried unanimously. Adjournment Young adjourned the meeting at 3:25 p.m. Respectfully submitted, John Dornoff Planner II 2 Page 481 of 865 Minutes of The City of Waterloo Complete Streets Advisory Committee Meeting April 29, 2025 The Meeting of the City of Waterloo Complete Streets Advisory Committee was called to order at 1:35 pm on January 28, 2025, by Chairperson Young in the Mollenhoff Conference Room at Waterloo City Hall. Roll Call: Members present: Aric Schroeder, J.B. Bolger, Kathryn Gilbery, David Sturch, Oumie Ceesay, Curtis Young, and John Dornoff. Members absent were: Jessica Rucker, Felicia Cass, Dwight Diercks, Kevin Demler, and Ray Feuss. Other attendees: Oghogho Oriakhi — INRCOG. It was moved by Gilbery and seconded by Young to approve the minutes of the March 25, 2025 meeting. Motion carried unanimously. Agenda Items: 1. Development of a strategy to begin implementation of the INRCOG Bike Plan, and potential for inclusion of bike routes in street reconstruction and resurfacing projects. • Gilbery and Young discussed what can be done to increase the amount of bike infrastructure in the city. • Street Reconstructions and Overlays are not done in zones but on a matrix determining what streets need the work. • Would it be possible for the city to attach bike routes to the recon/overlays? • Feasible, but would be questionable if that were supported. • How much money would it cost? Would it be eligible for the local option if it's just restriping? • 20% of the local option went to tax relief. • There are some who are not supportive of on -street bike facilities. • Question of how much it would cost for just painting. • It will be looked at on a case -by -case basis. • Would there be support for bi-directional bike lanes on one side of the street? • Young to have a sit-down with Knutson. • Need to put teeth in the 2045 bike plan. • Could try to get grants, but that would require knowing what projects were coming up with enough time to apply for the grants. • Planning is usually in the fall for the spring. • Another consideration is to look at how short the segments are. • The reconstruction of Park Avenue was also discussed. • Discussion on the VGM to the west of their office and long-term plans. • Also, it was mentioned that some people don't feel safe riding on the streets. 2. Vision Zero • It was questioned if the City has adopted a Vision Zero program. • The City did adopt the SS4A study findings, although the Iowa Department of Transportation is not supportive of many of the findings. • Adopting the study allows the City to apply for grant funds. • Hope that the plan does not sit on a shelf. 3. Ceesay project updates • 11th Street bridge should open the 2' week of May. • The trail under the 1 1th Street bridge is open. Page 482 of 865 Complete Streets Advisory Committee Minutes April 29, 2025 • Railings should be done on the Park Avenue bridge should be done by July. • Still working on the plans for the Sergeant Road trail. • La Porte Phase 1 is still in progress and Phase 2 should be letting in December. • Sidewalk infill will start in July. 4. Upcoming Planning Commission Agenda Review • Schroeder went over the May 13th Planning, Programming and Zoning Commission agenda. • Oriakhi mentioned design guidelines in the Comprehensive Plans. • Discussion on the Chase project replacing the former IHOP Restaurant. • Sidewalks were required at the new project at the former Long John Silvers location but that was new construction. • Crossroads redevelopment would open up opportunities to connect the surrounding neighborhoods. • Dedicate an easement for a sidewalk? It was moved by Gilbery and seconded by Sturch to recommend sidewalks on Crossroads Blvd and Sears Street. Motion carried unanimously. 5. Other Project Status Updates • Trees should be replaced at the Met Plaza by late summer. • Brynes pool should open on June 7th. Discussion Items: No discussion items. Adjournment Young adjourned the meeting at 3:02 p.m. Respectfully submitted, John Dornoff Planner II 2 Page 483 of 865 Minutes of The City of Waterloo Complete Streets Advisory Committee Meeting June 24, 2025 The Meeting of the City of Waterloo Complete Streets Advisory Committee was called to order at 1:30 pm on June 24, 2025, by Chairperson Young in the Mollenhoff Conference Room at Waterloo City Hall. Roll Call: Members present: Aric Schroeder, Kevin Demler, Kathryn Gilbery, Curtis Young, Oghogho Oriakhi, and Joseph Geilman (In proxy of John Dornoff). Members absent were: John Dornoff, Oumie Ceesay, Jessica Rucker, Felicia Cass, Dwight Diercks, J.B. Bolger, David Sturch, and Ray Feuss. Other attendees: Jamie Knudsen- Engineering Department It was moved by Schroeder and seconded by Gilbery to approve the minutes of the April 29, 2025 meeting. Motion carried unanimously. Agenda Items: 1. Safe Streets for All (SS4A) Grant Application • Knudsen explained that the grant will be submitted on Thursday, and explained some of the changes that had to be made to the original scope of the grant to meet the requirements of the grant. • The possibility of a bike land on 6th St. connecting to MLK was brought up. Knudsen responded that the engineering department hasn't looked into it yet, but can when the time comes. Difficulties to connecting the trails were discussed. • It was mentioned that the grant to study the relocation of the trainyard will likely disappear • The reconstruction of Katoski and Huntington was discussed. It is currently planned for 2026 and 2027. There will be 4 roundabouts. • The replacement of the bike trail north of Highway 20 from Dewitt to Ridgeway was discussed. • It was asked if trees could be put along 6th Street as part of the grant project. Knudsen stated that the engineering department will look at that possibility. 2. Urban SDK tool and update on progress made in safety tracking • Oriakhi demonstrated the different uses of the tool. He noted the different statistics that can be pulled up, some of which include speed, safety, volume, and the collision index. • The information in the tool comes from peoples vehicles with computer systems, from car manufacturers that take part of this data collection. • The City of Waterloo pays for it. • The collision data is likely based on actual data, as the city has to input certain data to calculate certain statistics in the tool. 3. Recruiting for members to join the committee • Gilbery asked the commission for ideas about who to talk to to get more representation on the committee. • Different groups were brought up which it would be good to have representation from. Groups discussed included ADA advocacy groups, schools, public safety, and neighborhood services. Schroeder noted that when the committee was first formed a police chief was on it but never showed up. • There was discussion about specific people to reach out to who may have ideas of who may be interested in joining the committee. 4. Future road/bike lane construction strategies Page 484 of 865 Complete Streets Advisory Committee Minutes June 24, 2025 • It was noted that the commission might be able to find grants to apply for, which could be added onto future city projects, to help build new bike lanes rather than to just repair existing lanes if the projects are discussed with the commission with enough time beforehand. 5. Upcoming Planning Commission Agenda Review • Schroeder went over the July 8th Planning, Programming and Zoning Commission agenda. The commission had no concerns or comments about the items that Schroeder discussed. 6. Other Project Status Updates • No updates were given Discussion Items: No discussion items. Adjournment Young adjourned the meeting at 2:36 p.m. Respectfully submitted, ______6-4 Joseph Geilman Planner I 2 Page 485 of 865 Minutes of The City of Waterloo Complete Streets Advisory Committee Meeting August 26, 2025 The Meeting of the City of Waterloo Complete Streets Advisory Committee was called to order at 1:30 pm on August 26, 2025, by Chairperson Young in the Mollenhoff Conference Room at Waterloo City Hall. Roll Call: Members present: Aric Schroeder, Jessica Rucker, Oumie Ceesay, Dwight Diercks, J.B. Bolger, Kevin Demler, Kathryn Gilbery, Curtis Young, Oghogho Oriakhi, and John Dornoff. Members absent were: Felicia Cass, David Sturch, and Ray Feuss. Other attendees: Sanzida Rahman Setu — INRCOG; Tina Shellhorn and Safiah Elahi — Traffic. It was moved by Bolger and seconded by Demler to approve the minutes of the June 24, 2025 meeting. Motion carried unanimously. Agenda Items: 1. Sidewalk Infill Projects: • Projects should be ready for letting by next month. • Fletcher will be put off until the Iowa Department of Transportation is done with their resurfacing project. • South of East Ridgeway, East of Kimball to the City borders is part of the sidewalk zone for the upcoming season. • There was a complaint to Young about the lack of sidewalks along Winghaven; however, the street is a seal -coat street, and installing sidewalks would be difficult and expensive. • It was asked when the railings on the Park Avenue Bridge would be installed and when will pedestrian access be opened on the 1 1th Street bridge. • It was also noted that the Bollard along the bike path under the Park Avenue Bridge has not been reinstalled. • Discussion about the Ridgeway Avenue Sergeant Road trail head has been closed due to the resurfacing of Sergeant Road (US Highway 63). 2. Proposal for future bike lanes in downtown. • Young showed his idea to install bike lanes on Jefferson and Commercial Streets from Mullan Avenue to West 6th Street. • Will start looking for funding. • There was a discussion on protected bike lanes and the issues with those lanes on Park Avenue. • Also, a discussion on installing sharrows on Mulberry Street. • Discussion on the lane closest to Young Arena on Commercial Street and the confusion it causes. • Traffic Department to look at traffic numbers on Jefferson and Commercial Streets. 3. Upcoming Planning Commission Agenda Review • Schroeder went over the September 9th Planning, Programming, and Zoning Commission agenda. • Discussion on the proposal by E&A Properties for parking in the right-of-way of 10 Street, and whether a sidewalk should be required. It was moved by Diercks and seconded by Demler to recommend that a sidewalk be installed along West 16th Street as part of the proposed parking in the right-of-way. Motion carried unanimously. Page 486 of 865 Complete Streets Advisory Committee Minutes August 26, 2025 4. Other Project Status Updates • Diercks asked if it would be possible to have someone from the city to come to the Cedar Valley Trails Alliance. • It was also noted that the trail on Donald toward Logan is damaged along with debris. Discussion Items: No discussion items. Adjournment Young adjourned the meeting at 2:33 p.m. Respectfully submitted, O Je4 John Dornoff Planner II 2 Page 487 of 865 Minutes of The City of Waterloo Complete Streets Advisory Committee Meeting September 30, 2025 The Meeting of the City of Waterloo Complete Streets Advisory Committee was called to order at 1:35 pm on September 30, 2025, by Chairperson Young in the 1st Floor Conference Room at Waterloo City Hall. Roll Call: Members present: Aric Schroeder, David Sturch, Oumie Ceesay, Dwight Diercks, Kevin Demler, Kathryn Gilbery, Curtis Young, Oghogho Oriakhi, and John Dornoff. Members absent were: Felicia Cass, Jessica Rucker, J.B. Bloger, and Ray Feuss. Other attendees: Michelle Sweeney - AECOM. It was moved by Demler and seconded by Gilbery to approve the minutes of the August 26, 2025 meeting. Motion carried unanimously. Agenda Items: • Sidewalk Infill Projects: • The sidewalk zone in the coming year will be 5b. • Possible infill projects: o Flammang Road east of Hammond. • Would connect to Hammond Avenue, which is getting sidewalks as part of a grant project. • Rating 70 o San Marnan Frontage Road east of Flammang • Rating 80, cost $14,016 • Noted that it would be dangerous to try to cross Flammang. • Discussion on how to make it easier to cross Flammang • Discussion on mid -block crossings. • Discussion on piano key crossings o Bethel, Oleson to Langley • Rating 40, cost $33262.40 • Complete sidewalk gap, o Oleson, west of Bethel • Rating 57 cost $64,319.60 • Would complete the sidewalk on both sides. • Low priority with sidewalk on one side o St. Francis & San Marnan frontage road. • Rating 72, cost $66,958.20. • Funding during recon did not fund the sidewalk. o Schukei • Rating 60, cost $35,451.20 • East side of the street to fill the gap. • Would need to cross to the west side. • Target strip needs to be filled in. • Should be on southside. • West side would be $86,000. o Winghaven • Rating 45, cost $33,212. • Seal coat street • Low Rating • Ditch drainage o Hawthorne, west of US 218 Page 488 of 865 Complete Streets Advisory Committee Minutes September 30, 2025 • Rating 62, cost $73,254.36 • Would connect to US Highway 218 • Cannot be part of the US Highway 218 project. • Should not be done until Fiscal Year (FY) 2029 to avoid problems with the US 218 project and funding. o Hawthorne, east of the new Baltimore Field development. • Rating 57, cost $23,630 • If doing Hawthorne, also do Eureka east of Baltimore Field? • Discussion on what the priorities should be. • Cost of all projects would be $214000. • Bethel and Schukei should be combined as one project. • Discussion on the residential TIFF. It was moved by Diercks and seconded by Gilberry to recommend the following infillprojects, in prioritized order, for the CIP and authorize Young to send a letter to Knutson and Anderson:1) Bethel/Schukei; 2) St Francis/San Marnan; 3) Flammang; and 4) Hawthorne/Eureka. Motion carried unanimously. • Proposal for future bike lanes in downtown. • Young went back over his thoughts about bike lanes on Commercial and Jefferson Streets. • Note about the curb cutouts at the Sportsplex. • Traffic lanes to nowhere on Commercial Street from 1st and Mullan • Southside of Commercial Street to parking? • Trail on Jefferson goes from Mullan to 1st in front of Hawkeye. • Discussion on the bike lanes. • Is there room along the Sportsplex? • It was noted that with 10-foot lanes, two bike lanes could be added on Commercial Street. • Suggested to get advice from bicycle groups. • Tower Park • Sidewalks need to be developed in the area. • Crossroads • Item should be deferred till next month when there is more information on the redevelopment. • It was suggested that wide sidewalks and/or bike lanes should to be included. • Sidewalk along the Crossroads Blvd loop. • Roads through the development? • Dornoff noted that the developer did put roads through the former Fort Dodge redevelopment that they are working on. • Discussion on redeveloping Crossroads Boulevard with 3-lanes with sidewalks. • Connections are important. • Upcoming Planning Commission Agenda Review • Schroeder went over the October 14th Planning, Programming, and Zoning Commission agenda. • Other Project Status Updates • Railing for the 1 lth Street bridge is supposed to be delivered. • Only one manufacturer for the Park Avenue bridge railings, therefore, it will take longer. 2 Page 489 of 865 Complete Streets Advisory Committee Minutes September 30, 2025 Discussion Items: Need success stories about Complete Streets and how to promote them, including the following projects: • University Avenue. • Park Avenue, 4th Street, and 11th Street bridges. • Park Avenue Bike Lanes • Kimball Avenue • Logan Avenue/US Highway 63 reconstruction. • La Porte Road project • West Dale Street at Allen Hospital is paid for by the Hospital. • MLK • Infill Policy Adjournment Young adjourned the meeting at 3:26 p.m. Respectfully submitted, John Dornoff Planner II 3 Page 490 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to receive and file Highway 218 Review and Design Commission minutes of May and August 2025. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. DRBMin 5-28-2025 2. DRBMin 8-27-2025 Page 491 of 865 Page 492 of 865 MINUTES HIGHWAY 218 DESIGN REVIEW BOARD REGULAR MEETING — 3:00 P.M. May 28, 2025 Zoom Meeting Tummala called the regular meeting of the Highway 218 Design Review Board to order at 3:00 p.m. on May 28, 2025 via Zoom. I. Roll Call The following members were present: Kory Carty, Jessica Rucker, Gina Jordan -Burg, Mark Kuiper, Chris Fischels, and Michelle Weber Members absent were: N/A Note: One vacancy Others present were: Aric Schroeder and Adarsh Tummala - Planning Staff, and Bill Failor — Applicants. II. Approval of the May 28, 2025 agenda. It was moved by Jordan -Burg and seconded by Kuiper to approve the agenda. Motion carried unanimously. III. Approval of the minutes from the Regular Meeting on February 18, 2025. It was moved by Carty and seconded by Jordan -Burg to approve the minutes from the regular meeting on February 18, 2025. Motion carried unanimously. IV. Decision Items Request by Failor-Hurley Construction on behalf of 5th Street Tire LLC for design approval of a building expansion, located at 500 W 5th St, in the "C-2" Commercial District. Tummala gave the staff report. Kuiper suggested continuing the existing green island and trees along Washington Street by increasing and expanding the proposed green island strip for beautification reasons. Failor rebutted that it would be a tight squeeze for that property. Rucker indicates through Google Street View that Kuiper's suggestion is possible. Schroeder clarifies that Kuiper's suggestion is to match the existing green island with trees, and an estimated 3 parking spaces will be 3 feet shorter. Fischels disagrees with Kuiper's suggestion and agrees with Failor that it would make maneuvering in the parking lot harder, expressing support for the proposal as presented and calling it a major upgrade for the area. Kuiper then suggested a green space peninsula with a tree on each end. Page 493 of 865 HIGHWAY 218 DESIGN REVIEW BOARD May 28, 2025 Carty rebuts by saying it would reduce and restrict the approach and that it would make people slow down to turn, which could cause traffic back up in this busy area. Kuiper counters by saying it is Highway 218 DRB's responsibility to foster expansion and beautification. Jordan -Burg raises concerns over potential sight and visibility issues, as Washington Street is a one- way street. Fischels is hesitant about Kuiper's suggestions, as they would decrease business space and, in general, are not helpful for building expansion. In addition, from the construction perspective, Fischels states it would increase costs. Kuiper disagrees and conveys that less pavement would result in lower costs. Failor adds that there would be maintenance issues. Rucker adds that the proposal and request demonstrates the effort for beautification through the proposed addition of a small green island. Carty further expresses that less pavement does not necessarily mean lower cost, and even if it did, the savings would be minimal, and that the costs of trees and landscaping are substantial. Fischels initiates a motion for approval. It was moved by Fischels and seconded by Carty to approve the request by Failor-Hurley Construction on behalf of 5th Street Tire LLC for design approval of a building expansion, located at 500 W 5th St in the "C-2" Commercial District with the following conditions: 1) that the masonry veneer would be required on the elevation facing the Highway 218 corridor, and 2) that the two storage containers be removed upon completion of the project Motion carried 5 to 1. V. Discussion Items VI. Adjournment It was moved by Jordan -Burg and seconded by Carty to adjourn the meeting at 3:33 pm. Motion carried unanimously. Respectfully submitted, Adarsh Tummala, Planner 1 Page 494 of 865 MINUTES HIGHWAY 218 DESIGN REVIEW BOARD REGULAR MEETING — 3:00 P.M. August 27, 2025 Zoom Meeting Tummala called the regular meeting of the Highway 218 Design Review Board to order at 3:00 p.m. on August 27, 2025 via Zoom. I. Roll Call The following members were present: Kory Carty, Jessica Rucker, Gina Jordan -Burg, Mark Kuiper, and Chris Fischels Members absent were: Michelle Weber Note: One vacancy Others present were: Adarsh Tummala - Planning Staff, and Jon Brundrett — Applicant. II. Approval of the August 27, 2025 agenda. It was moved by Carty and seconded by Kuiper to approve the agenda. Motion carried unanimously. III. Approval of the minutes from the Regular Meeting on May 28, 2025. It was moved by Carty and seconded by Fischels to approve the minutes from the regular meeting on May 28, 2025. Motion carried unanimously. IV. Decision Items Request by 5 Bees LLC for design approval of a 64' by 40' building, located on the vacant lot northeast of 326 West 14th Street, in the "M-1" Light Industrial District. Tummala read staff report Brundrett clarified that the building is black and copper, and not black and orange as mentioned in the staff report. Kuiper asked a question about why there is no landscaping along the side facing neighbors. Brundrett noted because of the existing house it is restricting the space to landscape. Kuiper further asked Brundrett about the thought process behind the choice of black and copper coloring. Brundrett explained that the monochromatic looked good and appeared to be more contemporary than traditional, like ones in Iowa City along Highway 218, and that it is a different color scheme compared to other development ventures. Carty expressed dissatisfaction with the choice of monotone black siding design and believed it should be broken by a different design element. Kuiper agreed with Carty that the singular monolith look is not up to aesthetic standards and questioned whether windows were required by the ordinance. Page 495 of 865 HIGHWAY 218 DESIGN REVIEW BOARD August 27, 2025 Rucker asked where in Iowa City similar looking buildings exist to which Brundrett provided the location and it confirmed by Rucker that they do exist. Fischels shared a visual from Google Maps, showing the visibility of the site in question to address building aesthetics. Tummala clarified that windows are not required by the ordinance. Carty responded it is within their purview to require windows according to the design guidelines, as it states that long monotonous facades are not acceptable, and allowing the design as submitted could set precedence. Brundrett clarified that he was unaware Kuiper reiterated that the design was not up to aesthetic standards and suggested requiring windows. Fischels agreed with Kuiper about requiring windows and added that 4 feet of wainscoting be considered as well. Kuiper and Rucker agreed that this would be an acceptable way to break up the monotone black siding. Carty agreed with displeasure with the color but stated everyone has their own taste for design. Jordan -Burg asked if the wainscoting should be contrasting and suggested it as an option. Kuiper and Fischels agreed with Jordan -Burg and believed it to be a reasonable requirement. Fischels further elaborated the windows requirement, suggesting that three or four windows be the requirement. Rucker agreed and mentioned that the Iowa City sites have windows and awnings. Carty suggested a window on the wall facing West 14th Street. Fischels suggested that there should be three windows on the south side facing 326 W 14th Street and Highway 218 and one window above the employee door or overhead door on the east side facing W 14th Street according to the site plan and reiterated 4 feet of wainscoting all around the building that is contrasting in color be required and that the applicant must submit a design plan reflecting these conditions. It was moved by Fischels and seconded by Carty to approve the request by 5 Bees LLC for a design approval of a 64' by 40' building, variance to allow a O'setback between the vehicle use area and exterior building wall, 5' less than the required, and variance to allow a 7' setback between the vehicle use area and City right-of-way, 1' less than the required, located on the vacant lot northeast of 326 West 14th Street, in the "M-1 "Light Industrial District with the following conditions: 1) that the site plan meets minimum parking requirements for its use. 2) that three windows on the south side, facing 326 W 14'h Street and Highway 218, and one window above the Page 496 of 865 HIGHWAY 218 DESIGN REVIEW BOARD August 27, 2025 employee door or overhead door on the east side, facing W 14th Street, are required, 3) that 4 feet of wainscoting all around the building that is contrasting in color to the primary color of the siding is required, and 4) that the applicant must submit a design plan reflecting the conditions regarding the windows and wainscoting requirements for final approval via email. Motion carried unanimously. Brundrett submitted the final design plan reflecting the required conditions on September 2, 2025. It was moved by Carty and seconded by Kuiper to approve the request by 5 Bees LLC for a final design approval of a 64' by 40' building, variance to allow a O'setback between the vehicle use area and exterior building wall, 5' less than the required, and variance to allow a 7' setback between the vehicle use area and City right-of-way, 1' less than the required, located on the vacant lot northeast of 326 West 14th Street, in the "M-1 "Light Industrial District with the following conditions: 1) that the site plan meets minimum parking requirements for its use, 2) that three windows on the south side, facing 326 W 14th Street and Highway 218, and one window above the employee door or overhead door on the east side, facing W 14th Street, are required, 3) that 4 feet of wainscoting all around the building that is contrasting in color to the primary color of the siding is required, and 4) that the applicant must submit a design plan reflecting the conditions regarding the windows and wainscoting requirements for final approval via email. Motion carried unanimously via email vote. V. Discussion Items Kuiper requested a time for all board members and Planning staff responsible for Highway 218 to meet to discuss implementation and enforcement of guidelines. Rucker added that this is good timing for meeting to address those concerns and asked to make those design guidelines available online. VI. Adjournment It was moved by Kuiper and seconded by Jordan -Burg to adjourn the meeting at 4:02 pm. Motion carried unanimously. Respectfully submitted, Adarsh Tummala, Planner 1 Page 497 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to receive and file Historic Preservation Commission minutes of April, May, June, July, August, and September 2025. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Historic Minutes 4-15-25 2. Historic Minutes 5-20-25 Page 498 of 865 3. Historic Minutes 6-17-25 4. Historic Minutes 7-15-25 5. Historic Minutes 8-19-25 6. Historic Minutes 9-16-25 Page 499 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — April 15, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Chairperson Hedrick called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:31 p.m. Commission Members present were: Nick Hedrick, Jared Hottle, Ed Ottesen, Hector Salamanca Arroyo and Colleen Weliver Commission Members present electronically were: Commission Member(s) absent were: Matthew Gilbert, Susan Price, Ivan Valtchev, and Terry Stevens Others present were: Joseph Geilman - Planning Staff, 3 members of the public Approval ofAjienda Motion made by Ottesen, seconded by Hottle to approve the agenda of the April 15, 2025 regular meeting. Motion carried unanimously. Approval of Minutes Motion made by Hottle, seconded by Salamanca Arroyo to approve the minutes of the March 18, 2025 regular meeting. Motion carried unanimously. Oral Presentations No Report Hearinis 1. Request by Lindsay Pieters and Heather Seitsinger for a Certificate of Appropriateness to allow for the replacement of kitchen windows at the back of the house located at 202 Highland Boulevard. Lindsay Pierters, 202 Highland Boulevard, explained the situation and stated that they needed to replace the 2 back windows. Hottle questioned if the windows were made of wood. Ottesen replied that they are mostly wood. Pieters also mentioned that the wood ledge would be replaced, and that the replacement would be wood. Ottesen stated that he has no problem with the request as it looks the same, and is the same size, shape, and style. Pieters noted that the middle piece between the two existing windows will stay, keeping it 2 windows rather than one large one. It was moved by Weliver and seconded by Salamanca Arroyo to approve the request by Lindsay Pieters and Heather Seitsinger for a Certificate of Appropriateness to allow for the replacement of kitchen windows at the back of the house located at 202 Highland Boulevard. Motion passed unanimously. -1- Page 500 of 865 2. Naming 2025 Historic Preservation Award Winners The commission noted the nomination that was received for Patterson Construction and Design, and discussed that nomination. It was discussed that the Waterloo Library Reference Services would be good as they do a lot of work helping people research historic buildings, as well as having done research on the Dunsmore House. It was also brought up that David Marvitz could be a potential award winner for all the work that he has done educating people about the history of Waterloo through his pictures. Pat Kinney was also discussed as a potential award winner, specifically for his work with the Black Stories Collection, as well as the other work he has done. It was noted that there are some projects that could potentially be deserving of the awards next year. It was moved by Hottle and seconded by Weliver to approve the 2025 Historic Preservation Award Winners as Patterson Construction and Design, David Marvitz, Pat Kinney, and the Waterloo Library Reference Services. Motion passed unanimously. Building/Project Consultation No Report Reports 1. Main Street Ottesen noted that the design council reviewed sign designs for places including 405 E 5th Street, 319 E 4th Street, 620 Commercial Street, 331 E 4th Street, and 502 E 4th Street. They also did a consultation for the project at Martin Flatts. Ottesen also noted that a Tour de Loo planning meeting was occurring at 5:30 today. 2. Silos and Smokestacks No Report 3. Grout Museum Geilman read the report from Gallagher, noting that the Grout is having the garden and home tour again this summer, and are hoping to have at least seven locations in each event. They will be on Saturday June 21 and Saturday August 23. It was noted that the Grout hosted an event commemorating the launching of the new USS Iowa. 4. Highland Neighborhood Hedrick and Weliver noted that the neighborhood held their easter egg hunt and discussed the park cleanup. They also noted that the Gardens will be expanding again this year. 5. Walnut Neighborhood -2- Page 501 of 865 No Report Discussion Items/Possible Action Items 1. 2025 HPC Awards Banquet Geilman noted the upcoming event. Hedrick stated that he could update the slideshow and work to mesh the presentation better with what Main Street Waterloo is planning on doing. Hottle noted that he could speak on whatever at the banquet. Hedrick noted that catering would need to be there by 5:30 to get things set up and ready. 2. School Art Project 2025 No report. 3. Dunsmore House No report. 4. Collaborations Hottle noted that he will being talking to Tims group on May 27th and asked for ideas of what to talk about. Hedrick stated that he could use part of the slideshow that will be used at the Awards Banquet. Hottle stated that that was a good idea, and that he could focus on some of the collaborations and some of the history. 5. City -Owned Properties Geilman questioned who wanted to go through the house at 521 Pine Street. Many commissioners noted that they would like to or are interested in it, but it depends on the day and time. 6. Goals and Action Plan The Goals and Action Plan and the Timeline were reviewed. It was noted that updating design guidelines could be the grant project. Ottesen noted that more surveys of neighborhoods could also be done if a grant was received. Discussion Items No discussion items Desiin Guidelines No Report Adjournment -3- Page 502 of 865 Motion made by Hottle, seconded by Salamanca Arroyo to adjourn the meeting at 5: 02 p.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I 4- Page 503 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — May 20, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Chairperson Hedrick called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:36 p.m. Commission Members present were: Nick Hedrick, Jared Hottle, Ed Ottesen, Susan Price, and Colleen Weliver Commission Members present electronically were: Ivan Valtchev (left 4:45) Commission Member(s) absent were: Matthew Gilbert, Hector Salamanca Arroyo, and Terry Stevens Others present were: Joseph Geilman - Planning Staff, 1 member of the public Approval of Agenda Motion made by Price, seconded by Weliver to approve the agenda of the May 20, 2025 regular meeting. Motion carried unanimously. Approval of Minutes Motion made by Ottesen, seconded by Price to approve the minutes of the April 15, 2025 regular meeting as amended by Ottesen. Motion carried unanimously. Oral Presentations No Report Hearings 1. Request by Nick Hedrick and Corey Nolta for a Certificate of Appropriateness to replace a current chain link fence with black chain link fencing at 207 Highland Boulevard. Hedrick, 207 Highland Boulevard, explained the project, noting that they will be adding some new fencing and replacing existing chain link fence. The side of the house with the fencing faces the alley and is not very visible from the street. The fencing is going to be a dog run, to protect their dogs from strays. The fence will extend to the mudroom door of the house. Hottle questioned where the street is in relation to the pictures. Hedrick responded that the street is south of the pictures showing the area where the fencing will be going, and that the fencing will not be very visible from the sidewalk, as it will be hidden by landscaping. It was questioned whether chain link fencing has ever been approved. Several examples of black chain link fencing in the Highland Historic District were brought up. Ottesen referenced what the design guidelines say. It was moved by Ottesen and seconded by Weliver to approve the request by Nick Hedrick and -1- Page 504 of 865 Corey Nolta for a Certificate of Appropriateness to replace a current chain link fence with black chain link fencing at 207 Highland Boulevard. Motion passed 5-0-1 (Hedrick abstaining). Building/Project Consultation No Report Reports 1. Main Street Ottesen noted that there were multiple sign projects that went before design review. Those that weren't tabled were approved. He also noted that the Tour de Loo scavenger hunt went well. Hedrick noted that there will be a ribbon cutting for a business before Friday Loo. Ottesen stated that there are plenty of opportunities for volunteering during the summer, which can be found on the website. 2. Silos and Smokestacks No Report 3. Grout Museum Hedrick read the report from Gallagher, noting that the Grout Museum was happy to host the awards banquet, and that the programs for National Astronomy Day went well. The Grout is doing the gardens tour again in June. The levy fund situation was also brought up. 4. Highland Neighborhood Hedrick and Weliver noted that the neighborhood garbage day is coming up soon. 5. Walnut Neighborhood No Report Discussion Items/Possible Action Items 1. 2025 HPC Awards Banquet recap It was noted by multiple commissioners that they thought it went well. It was noted that the Library was very appreciative of receiving an award, as well as David Marvitz. Hedrick questioned if the awards banquet needs to be done every year, noting that some years there is not as much activity in Historic Preservation. It was questioned if the awards banquet was required by code, to which Geilman replied that it is not. Hedrick questioned who the current council member is for the commission. Ottesen noted that the commission could just limit how many awards are given out each year to one or two awards rather than giving out four. He also noted that it would not be good to lose the momentum that comes with the awards banquet. It was noted that the awards banquet helps keep the commission in peoples memories. Price also noted -2- Page 505 of 865 that it is always good for people to learn about the buildings discussed at the awards banquet. 2. School Art Project 2025 No report. 3. Dunsmore House Hottle noted that the Dunsmore House was shown, and that he is looking for a foundation expert and tuckpointing expert to come look at the building and give estimates. Hottle stated that there was a large pile of fallen rock from the foundation by the furnace in the basement. It was noted that the Grout has had work done on their houses and should have the names of the companies they have contracted to do work with before. 4. Collaborations Hottle noted that he will being talking at a meeting of the Cedar Valley Historic Society about the endangered building list. Hottle questioned when the list was started. Ottesen noted that it was a couple of years ago that the commission started making a local list. There was a discussion about the old courier building and how it was progressing. 5. City -Owned Properties Ottesen questioned if anyone knew about the Battery Building, as he heard that it is in trouble, and may be coming up for demolition if something doesn't happen with it soon. Geilman stated that he will look into it for the commission. Hedrick noted Valtchev's email about 521 Pine Street. Geilman noted why an RFP was not sent out for the building on 521 Pine Street. Hottle stated that it is telling that the main players in restoring homes in this state of disrepair are saying that it is too much to take on. Hedrick noted that he is not sure if this project is the one to really focus on preserving. Other commissioners commented on this. Hedrick stated it would be beneficial to place 521 Pine Street in the discussion session of the next meeting to see what people think about granting a Certificate of Economic Hardship for the Demolition of the building. Scheduling was also discussed for commissioners to tour the house. 6. Goals and Action Plan Geilman noted that the timeline in June was focused on the CLG Grant. He noted that the state website for the CLG grant has not been updated yet, and he was not sure how some of the funding changes in the federal government would affect the grant. Discussion Items No discussion items Adjournment -3- Page 506 of 865 Motion made by Hottle, seconded by Price to adjourn the meeting at 5:20 p.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I 4- Page 507 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — June 17, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Chairperson Hedrick called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:34 p.m. Commission Members present were: Nick Hedrick, Jared Hottle, Ed Ottesen, Hector Salamanca Arroyo, and Colleen Weliver Commission Members present electronically were: Commission Member(s) absent were: Matthew Gilbert, Ivan Valtchev, and Terry Stevens Others present were: Joseph Geilman - Planning Staff, 7 member of the public Approval ofAjienda Motion made by Salamanca Arroyo, seconded by Ottesen to approve the agenda of the June 17, 2025 regular meeting. Motion carried unanimously. Approval of Minutes Motion made by Weliver, seconded by Salamanca Arroyo to approve the minutes of the May 20, 2025 regular meeting. Motion carried unanimously. Oral Presentations No Report Hearings 1. Request by Jamylee Smith for a Certificate of Approprieateness to replace a current chain link fence with a 6 foot tall metal privacy fence at 1130 Independence Avenue. Smith explained the situation, how he had removed the chain link fence and started putting up a fence before getting a stop work order, as he didn't know that he needed to pull a building permit. The extent of the historic boundaries was discussed, including which parts of Independence Ave is in the district. Hedrick questioned how far forward the fence is. Smith explained that it goes to the front corner of the house and explained the locations that he was planning on putting the fence. There was some discussion about the color and style of the fence, whether it met the design guidelines, and whether there was a similar fence in the neighborhood already. It was moved by Hottle and seconded by Salamanca Arroyo to approve the request by Jamylee Smith for a Certificate of Approprieateness to replace a current chain link fence with a 6 foot -1- Page 508 of 865 tall metal privacy fence at 1130 Independence Avenue. Motion passed 5-0. 2. Request by Jack Nooren, on behalf of Hope Martin Anderson, for a Certificate of Economic Hardship to demolish an "A" listed house located at 2500 W. 4th Street. Buzz Anderson explained his request and the history of the property. He used to live there 70 years ago, and it has been abandoned for more than 30 years. There is black mold throughout the house, and the plumbing froze and caused major water damage to the interior of the house. Anderson explained that he had talked with multiple people and no one wanted to take on the project of restoring the house. Geilman noted the new Iowa law that changes the requirements to the state historic tax credit. Hedrick questioned if there would be anything that would be able to be salvaged. Anderson responded that they were planning on salvaging 3 stained glass windows, as well as some other small things. There was back and forth discussion about how unfortunate the situation was, and whether or not there was any chance of repairing the house. It was moved by Hottle and seconded by Salamanca Arroyo to approve the request by Jack Nooren, on behalf of Hope Martin Anderson, for a Certificate of Economic Hardship to demolish an "A" listed house located at 2500 W. 4th Street. The motion passed 4-1 (Weliver voting nay). 3. Request by Elias Escobedo and Lisset Rodriquez Escobedo for a Certificate of Appropriateness to replace wood shake siding with vinyl siding on the house at 123 Alta Vista Avenue. Elias Escobedo explained the situation, how he received a permit from the city for his siding project, and was working on replacing the siding with vinyl siding until they received a stop work order and were informed that they needed to get the approval of the historic preservation commission. He noted that they were keeping the wooden trim around the windows and doors. Hedrick stated that what will be said in the meeting about the situation is on the city rather than the homeowner, though the homeowner receives the burden based on the mistake by the city. Hedrick questioned if something similar has happened before. Ottesen mentioned that there was a request that became a court case. Escobedo stated that they did not know they were in a historic district, and would have come through the commission first if they knew they needed to, but they had received the permit and thought they were good to go. Hedrick questioned Escobedo if they had researched more than just vinyl siding. Escobedo stated that they just looked at vinyl siding since that is what he was familiar with. There was discussion about what options the historic commission had, and how the request would normally be denied without hesitation, but work had already been done with a permit. There was discussion about how the commission did not want to allow the vinyl siding as that would ruin the historic nature of the house, but did not want to place all the burden on the -2- Page 509 of 865 homeowner. Ottesen noted that they could table the request to get additional information. Weliver questioned if they could allow the vinyl on just the back side of the house. It was stated that they could, and further discussion about this option took place. Following the motion, there was a discussion about what was needed for the bids. It was moved by Salamanca Arroyo and seconded by Ottesen to table the request by Elias Escobedo and Lisset Rodriquez Escobedo for a Certificate of Appropriateness to replace wood shake siding with vinyl siding on the house at 123 Alta Vista Avenue until the applicant receives at least 2 bids about how much it would cost to replace the shingles. The motion carried unanimously. Buildinj/Project Consultation No Report Reports 1. Main Street Ottesen noted that 501 4th St will not be getting historic preservation tax credits, so they will not be doing historic siding. The design council approved their plan to have Nichiha siding. The owner of the River Plasa building would be putting up a 4 ft fence around the parking lot. A discussion of the reproduction of the Goddesses statues took place. A few other items went before the design review board. 2. Silos and Smokestacks No Report 3. Grout Museum Gallagher stated that the garden tour is coming up. 4. Highland Neighborhood No Report 5. Walnut Neighborhood No Report Discussion Items/Possible Action Items 1. 521 Pine Street Demolition -3- Page 510 of 865 The tour of the house was discussed, and pictures were shown. It is in poor shape. Salamanca Arroyo noted that it is an issue for the boys and girls club, with teens walking around the area, and that building is a hazard. It was discussed whether the fireplace and other items could be salvaged. Geilman replied that Habitat was previously interested in salvaging some things if the demolition proceeds. Hedrick stated that it should be placed on the agenda for next month to be voted on. 2. Dunsmore House No discussion. 3. Collaborations No discussion. 4. City -Owned Properties No further discussion. 5. Goals and Action Plan No discussion. Discussion Items No discussion items Adi ournment Motion made by Hottle, seconded by Salamanca Arroyo to adjourn the meeting at 5:45 P.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I 4- Page 511 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — July 15, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Chairperson Hedrick called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:34 p.m. Commission Members present were: Nick Hedrick, Jared Hottle, Ed Ottesen, Ivan Valtchev, and Colleen Weliver Commission Members present electronically were: Commission Member(s) absent were: Matthew Gilbert, Hector Salamanca Arroyo, and Terry Stevens Others present were: Joseph Geilman and Noel Anderson (5:15)- Planning Staff, and 9 members of the public Approval ofAjzenda Motion made by Hottle and seconded by Ottesen to approve the agenda of the July 15, 2025 regular meeting. Motion carried unanimously. Approval of Minutes Motion made by Valtchev and seconded by Weliver approve the minutes of the June 17, 2025 regular meeting. Motion carried unanimously. Oral Presentations No Report Hearkens 1. Request by Elias Escobedo and Lisset Rodriquez Escobedo for a Certificate of Appropriateness to replace wood shake siding with vinyl siding on the house at 123 Alta Vista Avenue. Escobedo noted that they came back with 4 quotes and explained the different quotes. Two of the quotes were for cedar shakes. One of the quotes was for an LP siding, but does not look like cedar shakes. One of the quotes was for a vinyl siding that looks like cedar shakes. It was discussed that one of the problems with that vinyl is that it will fade, and can't be painted or stained. Escobedo stated that they may not be able to take the vinyl they haven't used back to Home Depot to return it, as Home Depot does not work with that vendor now. Escobedo estimated that they wouldn't be able to return about $3,000 worth of materials, and the original cost was around $4,000 for materials. Escobedo stated that he was thinking that he has 3 options to work with, 1) straight approval of the request, 2) accept one of the quotes if it is approved by the commission, -1- Page 512 of 865 or 3) seek cost relief from the city. Geilman explained the options that the Escobedos' would have if the Commission denied their request. They would be able to come back with a product that would get approved by the commission, or they could appeal the decision to the City Council. The appeal would need to be made in writing to the City Clerks office. Hedrick questioned when it would be able to get on the Council agenda, with the next meeting being the 21 st. Geilman stated that he was not sure if this would be heard at a regular city council meeting or a special meeting. He would have to look into the process and talk with some people. Hedrick questioned if they could deny it and, in the motion, have directions or a statement for the city council. Geilman stated that he didn't think so, but that they could write a letter to the city council. Hedrick stated that he would be at that meeting if at all possible to speak on behalf of the Escobedo's as they didn't cause this situation. Hottle stated that is seemed to him that it was pretty cut and dry to deny the request and leave it up to the city council. It was stated that it would be fair for the city to pay for the materials that couldn't be returned, since it was a mistake by the city that caused this situation. Ottesen stated that the reasons to deny the request would be because of the material, and because it would change the character of the house. It was moved by Ottesen and seconded by Valtchev to deny the request by Elias Escobedo and Lisset Rodriquez Escobedo for a Certificate of Appropriateness to replace wood shake siding with vinyl siding on the house at 123 Alta Vista Avenue for the reasons that it would alter the character of the historic house, and because of the proposed material. The motion carried unanimously. 2. Request by Thomas and Ramona Glaza for a Certificate of Appropriateness to replace existing cedar shakes with new cedar shakes on the house at 257 Alta Vista Ave. Thomas and Ramona Glaza, 257 Alta Vista Ave, stated that they need to replace the cedar shakes on their house. They are proposing to use the same product that Buck and Elaine used earlier this year, which is cedar shakes already on a backer board. Hedrick questioned who was going to be doing the work, to which Glaza replied that it was the same people that did Buck and Elaines house. Multiple commission members stated that they had done good work with that house (226 Alta Vista Ave). Hedrick also questioned when they were planning on starting the work. Glaza replied that they were hoping to get it done this fall. It was moved by Hottle and seconded by Weliver to approve the request by Thomas and Ramona Glaza for a Certificate of Appropriateness to replace existing cedar shakes with new cedar shakes on the house at 257 Alta Vista Ave. The motion carried unanimously. 3. Request by Laura Sauls for a Certificate of Appropriateness to replace existing 8" vinyl siding with 4" vinyl siding on the house and garage at 326 Highland Boulevard. Sauls detailed the issues with the house at 326 Highland Boulevard, which is currently a rental property. The vinyl siding on the house is severely warped, which has the potential to lead to -2- Page 513 of 865 water damage. There is also clapboard siding on the garage that has some composite material which has degraded. The vinyl is currently an 8 inch vinyl siding, and they are proposing to go to a 4 inch vinyl siding as it looks more historic. The color will be a mocha color. Sauls also noted some of the history of the house, how a lot of work was done to the interior of the house, which has won awards. Geilman stated that they had received approval previously for 4 inch vinyl siding, but since no work had been done within a year, they had to get approval again. Ottesen recommended that they look under the vinyl to see if they could see what was historically there. Sauls stated that she tried to do that, and it looked like it was a 4 inch reveal. She also stated that the addition likely does not have any original siding under it, so it would be very difficult to make it match. Having the garage and house with the same siding would give a look of unity to the property. She is planning on selling the property once the siding is fixed up. It was moved by Valtchev and seconded by Hottle to approve the request by Laura Sauls for a Certificate of Appropriateness to replace existing 8" vinyl siding with 4" vinyl siding on the house and garage at 326 Highland Boulevard. The motion carried unanimously. 4. Request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the vacant house at 521 Pine Street. Geilman noted the timeline of the request. Valtchev stated that he knows someone who may be interested in the house. Anderson explained some of the history of the house, how it had been given to JSA, then Habitat in a development agreement, but both parties ultimately decided that they would not be able to take it on. The timing of when the city decides to pursue demolition of a house was questioned. Anderson replied that usually it gets started when a council member or the mayor brings it up to him. Andreson stated that he prefers to see historic buildings be preserved rather than demolished. It was stated that it is not the best when the demolition of these buildings gets dropped on the commission with little to no warning. It was moved by Valtchev and seconded by Hottle to table to request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the vacant house at 521 Pine Street. The motion carried unanimously. Building/Project Consultation No Report Reports 1. Main Street -3- Page 514 of 865 Ottesen noted that the design council approved most of the signage requests that came before them, as well as approving some signage requests by email vote. There was also discussion about coordinating the approval process when someone needs to come before both the Historic Commission and the design council to make it easier for the applicant. 2. Silos and Smokestacks No Report 3. Grout Museum No Report 4. Highland Neighborhood Weliver noted that the construction project is ongoing, and people are continuing to take down the barriers to drive down that road anyway or drive too fast on other roads in the neighborhood. 5. Walnut Neighborhood No Report Discussion Items/Possible Action Items 1. Dunsmore House Hottle noted that he has some masons from Nedi Masonry that were going to be looking at the Dunsmore house to give a quote on July 16th. Hottle questioned if Geilman could be there, to which Geilman stated that he would be there. 2. Collaborations No discussion. 3. City -Owned Properties Hottle noted that he had not seen the RFP yet for the Battery building, and Geilman noted that Aric may not have had time to get it put together yet due to an emergency demo situation. 4. Goals and Action Plan No discussion. Discussion Items No discussion items Adjournment -4- Page 515 of 865 Motion made by Valtchev, seconded by Hottle to adjourn the meeting at 5:27 p.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I 5- Page 516 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — August 19, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Chairperson Hedrick called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:33 p.m. Commission Members present were: Nick Hedrick, Jared Hottle, Ed Ottesen, Ivan Valtchev, and Colleen Weliver Commission Members present electronically were: Commission Member(s) absent were: Matthew Gilbert, Hector Salamanca Arroyo, and Terry Stevens Others present were: Joseph Geilman and Noel Anderson- Planning Staff, and 2 members of the public Approval of Agenda Motion made by Valtchev and seconded by Weliver to approve the agenda of the August 19, 2025 regular meeting. Motion carried unanimously. Approval of Minutes Motion made by Ottesen and seconded by Valtchev approve the minutes of the July 15, 2025 regular meeting. Motion carried unanimously. Oral Presentations No Report Hearings 1. Request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the vacant house at 521 Pine Street. Valtchev stated that he did not receive any interest in the house from the people he reached out to. Anderson stated that he talked with Rudy Jones from the Community Development Department about the house to see if they could use different funds. Unfortunately, no federal funds would be available as the numbers didn't work out due to a variety of factors. Valtchev questioned if there was some way to put off the demolition of the building. Anderson stated that a work session with the council could be set up to see what they think about it, because often there is a council person or two that is pushing for the demolition of the structure. Valtchev stated that he would be willing and might be able to get the neighborhood to volunteer some work to clean up the inside and help protect it. It was questioned how the city chooses which building will be demolished next. Anderson responded that he first prioritizes lots that he knows can be sold, and then the ones that are in the -1- Page 517 of 865 worst shape. He also noted that Habitat discovered they wouldn't be able to use HUD money for the house when they were checking to see if using federal funds was a possibility. It was questioned when a work session could be scheduled. Anderson stated that he will aim for getting it scheduled for September. It was moved by Valtchev and seconded by Ottesen to table the request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the vacant house at 521 Pine Street until after a work session with the City Council. The motion carried unanimously. Buildinji/Proiect Consultation No Report Reports 1. Main Street Ottesen noted that there was an overhead door that was reviewed. He also noted that a Friday Loo is coming up, as well as a food festival. There was also a consultation with the American Legion because they have a leaking roof and are wanting to replace it. 2. Silos and Smokestacks No Report 3. Grout Museum The Grout has the historic homes tour coming up on August 23rd. People can buy a ticket beforehand or buy them at any of the houses on the tour. 4. Highland Neighborhood Weliver and Hedrick noted that they had a very good turnout at their neighborhood night out. There are two new board members for the neighborhood. There also is a street dance event coming up. 5. Walnut Neighborhood Valtchev noted that the park action team is meeting soon, and that the neighborhood is still working towards the beautification project. They had a good turnout for their neighborhood night out. They are having a clean-up day on the 30th. There is a neighborhood meeting coming up, as well as a meeting about the grocery store. Discussion Items/Possible Action Items 1. Dunsmore House Hottle noted there was the quote for the foundation. They would shore up the foundation with -2- Page 518 of 865 cinder blocks, and use existing limestone to patch the walls. The quote was $80,000. Anderson stated that he could try and get more money set aside for the Dunsmore house, as long as there was a plan in place. Hottle asked about what the incentive package would look like for this. Anderson stated that this would be a non-standard incentive package, but that he would work with them to provide some options to help it happen. The incentives would have to make it through the city council. Since it is a double lot it could be a 2 phased project, building a house on the second lot to make more money on the project. 2. Collaborations Geilman brought up the library seminar and asked if the commission was still planning on doing that this year. Previous subjects of the seminar were brought up, which included historic tax credits. Commissioners will come up with ideas for the next meeting for possible subjects for the seminar at the library. 3. City -Owned Properties It was questioned if there is a list of city -owned properties on the website. Anderson responded that there is, and that is should be mostly up to date. 4. Goals and Action Plan No discussion. Discussion Items Anderson gave an update on some properties. The Rath project has applied for historic credits for the first time. They should hear back in October. It is looking positive. The West Side Courier building is planning on getting historic tax credits on one side of the building. Right now, the city is just waiting to see what happens with the building that has partially collapsed. Hedrick noted that he talked with Geilman and Anderson, and that some changes will be looked at to place a cap on the number of commissioners to make it easier to keep a quorum. Hottle asked about 212 Sycamore, and about getting contact information for the postmaster to inquire about getting some parking spaces from them. This was discussed, as well as options for parking. Some street parking might be able to be put in. The Hardcourts project should have their permits pulled soon, so work should be starting soon. Adjournment Motion made by Hottle and seconded by Valtchev to adjourn the meeting at 5:14 p.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I -3- Page 519 of 865 WATERLOO HISTORIC PRESERVATION COMMISSION MINUTES REGULAR MEETING — September 16, 2025— 4:30 P.M. The meeting was held in the Mollenhoff Room at City Hall Vice Chairperson Hottle called the regular meeting of the City of Waterloo Historic Preservation Commission to order at 4:34 p.m. Commission Members present were: Nick Hedrick (4:40 pm), Jared Hottle, Ed Ottesen, Ivan Valtchev, Matthew Gilbert, and Hector Salamanca Arroyo Commission Members present electronically were: Commission Member(s) absent were: Colleen Weliver and Terry Stevens Others present were: Joseph Geilman and Aric Shroeder- Planning Staff Approval ofAxzenda Motion made by Valtchev and seconded by Salamanca Arroyo to approve the agenda of the September 16, 2025 regular meeting as amended, moving the 521 Pine hearing to be a discussion item. Motion carried unanimously. Approval of Minutes Motion made by Salamanca Arroyo and seconded by Ottesen approve the minutes of the August 19, 2025 regular meeting. Motion carried unanimously. Oral Presentations No Report Hearings 1. Request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the "A" rated structure located at 54 Lane Street. Schroeder stated that the multipurpose EPA grant will be used for the demolition of this building. There was a phase 1 report done, but the phase 2 can't be finished until after the demolition. Eocene did a 106 review, and found that it was not eligible for listing due to damage already existing to the building. SHPO did concur that it is no longer eligible. Geilman noted that it did get approved for demolition once before, but the city did not end up acquiring the property at that time. Valtchev questioned if there was any way to save part of the building. Schroeder stated that the city is in talks with a social service provider for the property, and they would not be able to use the site if any of the building was left. Gilbert questioned the status of the residences right next to the site on the northwest side, and how residences would be notified. Schroeder noted that the city owns the westernmost lot, and has demolished the building, that the city tried to acquire the middle building, and that the city is in the 657A process to acquire the residence closest to the building at 54 Lane Street. He also noted that notifications would be mailed to the property -1- Page 520 of 865 owners as the planned use requires a special -use permit Valtchev noted that he would prefer to have a firm guarantee that the development will happen before allowing the demolition of the building. Gilbert noted that the justice campus needs to be expanded, and that this building is an eyesore. The vacant lot will be a lot more attractive to businesses. Hottle questioned staff about the zoning of the site. Schroeder replied that it is M-1, and that social services would fit better with the houses around it. Hottle questioned whether the grant that would be used for the demolition is a use it or lose it grant. Schroeder replied that the EPA multipurpose grant is not site specific, but sites have to be eligible to use this grant, and this site was determined eligible. Salamanca Arroyo questioned staff as to whether the documentation of the building from the last approval in the 1990's took happened. Schroeder stated that he wasn't sure, but that Eocene did do documentation for their 106 review report and that the report could be sent to the commissioners. It was moved by Gilbert and seconded by Ottesen to approve the request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the "A" rated structure located at 54 Lane Street. The motion carried 4-1 (Valtchev voting nay). Building/Project Consultation 1. Request by Eocene Environmental Group for comments on a Memorandum of Agreement regarding mitigation strategies for the adverse effects of asbestos abatement at the Rath Packing building located at 1442 Sycamore Street. Geilman explained the 3 mitigation strategy ideas that Eocene came up with. Hottle questioned what the MOA was. Ottesen explained the purpose of a MOA. Ottesen noted that some of the ideas proposed by Eocene might already have been done. He also noted that the survey of industrial buildings would be good, as one hasn't been done in a while. Many commissioners agreed that options 1 and 2 are good, and that they didn't like the 3rd option that much. They discussed the 1st option being the top priority, and the 2nd option would be second favorite. Hedrick stated that he would like to see both the 1st and the 2nd options happen. It was moved by Salamanca Arroyo and seconded by Ottesen to comment that the Historic Commission would like to see both the 1st and 2nd options happen as mitigation strategies for the adverse effects of asbestos abatement at the Rath Packing building located at 1442 Sycamore Street. The motion carried unanimously. Reports 1. Main Street Ottesen noted that there was an email vote to approve a bas-relief. There was a sign review for a barber shop. The Main Street America visit went well last week. The food truck festival also went well. There is a fall training coming up, as well as a Notes of the District event. There was a design consultation on the WWII Heritage Park. 2. Silos and Smokestacks -2- Page 521 of 865 No Report 3. Grout Museum No Report 4. Highland Neighborhood Hedrick noted that they are getting bids to replace the lightbulbs in the light poles with LED bulbs, and to paint the poles black. Their street party went well and the mayor showed up at it. 5. Walnut Neighborhood Valtchev noted that the park team has started to apply for grants. The beautification project at the intersection of Walnut and Iowa street is still ongoing. They are doing fundraisers for both projects by selling window clings. Discussion Items/Possible Action Items 1. Dunsmore House Salamanca Arroyo questioned if the commission could write a grant, and the city submit it, and mentioned several possible grants. The commission noted that the gaming grant was the best bet, though that may still not be possible since it would be the city receiving the grant. Ottesen noted that there are lots of stipulations on these grants, and that historic preservation isn't the highest priority when the city is seeking grants. 2. Collaborations No discussion 3. City -Owned Properties No discussion 4. Goals and Action Plan No discussion. Discussion Items 1. Request by the City of Waterloo for a Certificate of Economic Hardship for the demolition of the vacant house at 521 Pine Street. Hedrick noted that they should receive more notice for things, like the work session. It was questioned what the point of the commission is. Gilbert noted that historic preservation takes a financial commitment from the city, and that the commission should make a case to the council as to why it matters. Valtchev stated that he feels the commission is more of a hurdle than a partner, and that it would be good to get the commission involved earlier in the process. -3- Page 522 of 865 Salamanca Arroyo questioned if there was a map of all the historic structures in the city, and if there was a budget to take care of and protect historic structures. Schroeder noted that there are not any maps specific to historic structures, and that there is no budget for building maintenance like the commission has talked about with 521 Pine. Valtchev stated that there should be a minimum effort required after the city acquires the property. Schroeder stated that the city is trying to get the buildings sooner, but that is difficult to do for many reasons. Valtchev questioned why the city didn't help JSA once they had a development agreement to stop the deterioration. Salamanca Arroyo questioned staff if it was easier for the city to demolish buildings rather than protect them. Schroeder replied that the average cost of demolition of a house like this is around $25,000, while a rehab is at least $75,000. It was noted that it is important to keep in mind that we don't know the capabilities of the future. Valtchev stated that he was surprised that there was even a motion to demolish the building when a lot of good effort has been going into the area to make it better. The work session the prior evening was brough up and discussed. It was noted that it is a math problem to fix the building. Tax credits were brought up, and Hottle noted that one way to look at it is when state and federal funds are used in a project, that is new money being injected into the community. Adjournment Motion made by Valtchev and seconded by Ottesen to adjourn the meeting at 5:50 p.m. Motion carried unanimously. Respectfully submitted, Joseph Geilman Planner I 4- Page 523 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Motion to receive and file Planning, Programming, and Zoning Commission minutes of February, April, May, June, July, August, and September. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. February 11, 2025 2. April 8, 2025 Page 524 of 865 3. May 13, 2025 4. June 10, 2025 5. July 8, 2025 6. August 12, 2025 7. September 9, 2025 Page 525 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. FEBRUARY 11, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Schoborg at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Janelle Ewing, Eric Poe, Brandon Schoborg, Eric Donat, Scott Voight and Phillip Shirk. Members present electronically were: None Members absent were: Kristen Schaefer (one position is vacant). Others present were: Rob Nichols — City Council Liaison; Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Domoff — Planning Department; Jamie Knutson — City Engineer; and four citizens. Others present electronically: Dave Boesen — City Council Liaison. I. Approval of the Agenda It was moved by Donat and seconded by Ewing to approve the agenda. Motion carried unanimously. II. Election of the Chairperson and Vice -Chairperson for the period ending December 31, 2025. It was moved by Shirk and seconded by Voight to nominate Cody Leistikow as Chairperson with no other nominations. Motion carried unanimously. It was moved by Donat and seconded by Leistikow to nominate Eric Donat as Vice -Chairperson with no other nominations. Motion carried unanimously. III. Approval of the Minutes from the regular meeting on January 14, 2025. It was moved by Schoborg and seconded by Donat to approve the minutes of the January 14, 2025 meeting. Motion carried unanimously. IV. Financial Report December 2024. Schroeder reviewed the financial report. It was moved by Schoborg and seconded by Shirk to receive and place the financial report on file. Motion carried unanimously. V. Oral Presentations There were no Oral Presentations. VI. New Business A. Hearings — Site Plan Amendments 1. Request by Levi Architecture on behalf of Troy's Sandwiches for a Site Plan Amendment to allow for a fast food restaurant in an existing building in the "S-1" Shopping Center District located at 3146 Kimball Avenue. Page 526 of 865 Planning and Zoning Commission February 11, 2025 It was moved by Donat and seconded by Schoborg to receive and place on file the statement of verification at 4:03 p.m. Motion carried unanimously, and Trost declared the hearing open. Geilman read the staff report recommending approval of the request with the following condition: that a separate site plan amendment request will be required when the property owner is ready to develop the remainder of the interior of the building. Voight asked how staff came up with the no traffic impact, to which Schroeder responded that it was an assessment of the site, including the fact that it is on Kimball Avenue. Troy Morris, 3146 Kimball Avenue, was available to answer questions. Voight asked what hours the sandwich shop would be open, to which Morris responded that loam to 2pm Monday through Friday, but they would like to expand that in the future as business grows. Donat asked about the concern of Engineering about no changes to the hard surfacing to which Knutson answered that they will not need a storm water detention plan but if changes are made to the hard surfacing in the future but are not at the present time and engineering did not have concerns. It was moved by Ewing, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:10 p.m. It was moved by Schoborg and seconded by Shirk to recommend approval of a request by Levi Architecture on behalf of Troy's Sandwiches for a Site Plan Amendment to allow for a fast food restaurant in an existing building in the "S-1" Shopping Center District located at 3146 Kimball Avenue with the following condition: that a separate site plan amendment request will be required when the property owner is ready to develop the remainder of the interior of the building . Motion carried unanimously. 2. Request by Gregory H. Steffen for a Site Plan Amendment to remove a condition of the Conditions of Zoning to allow for two additional homes in the "R-2" One and Two Family Residence District located southeast of 4192 Logan Avenue. It was moved by Ewing and seconded by Schoborg to receive and place on file the statement of verification at 4:12 p.m. Motion carried unanimously, and Trost declared the hearing open. Dornoff read the staff report recommending approval of the request with the following condition: that the homes be hooked up to sewer and water if they are extended to the area in the future. Donat asked when the Commission will see a Preliminary and Final Plat for the request and the question of a private road. Schroeder responded that assuming the request is recommended for approval and approved by the City Council, it would be up to the applicant and the question of whether the access needed to be named as a private drive Engineering stated it just needs a direction sign. Leistikow asked if the new plat would trigger stormwater detention, to which Knutson responded it would not, but if it were being platted for five or more lots, then they would have to look at stormwater detention. -2 Page 527 of 865 Planning and Zoning Commission February 11, 2025 Poe asked since there is a condition that homes have to be hooked up to water and sewer if they are extended means that they will be on septic and wells to which Schroder responded that is correct and that Black Hawk County Health Department has a guideline that the minimum size lot for septic and well water is 1.5 acres which these lots would meet. Greg Steffen, 4192 Logan Avenue, stated that this is not for the near future and that the neighbor who bought the other new home wants to purchase these lots for future investment purposes. Amanda Weber, 105 East Big Rock Road, stated that she is concerned about the properties being divided up and houses going up behind her house as the neighborhood is peaceful and quiet. It was moved by Ewing, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:24 p.m. It was moved by Schoborg and seconded by Donat to recommend approval of a request by Gregory H. Steffen for a Site Plan Amendment to remove a condition of the Conditions of Zoning to allow for two additional homes in the "R-2" One and Two Family Residence District located southeast of 4192 Logan Avenue with the following condition: that the homes be hooked up to sewer and water if they are extended to the area in the future. Motion carried unanimously. B. Other 1. Request by A&D Auto Sales, LLC for an appeal of the City Engineer to allow automobiles to be parked in City -Owned Right -of -Way for a car sales lot in the "M-1" Light Industrial District located at 721-727 Birmingham Avenue. Tummala read the staff report recommending approval of the request with the following condition: the parking area will not block the street system in the area. Schoborg asked if they had been doing this for some time and will this help them stop getting notices and what about snow removal would that be a concern, to which Schroeder responded that is correct and it is because of the change of use to sell vehicles and if approved, it will mean that cars are allowed to be there and is not sure about snow removal but they might push snow to the southwest side of Birmingham. Leistikow asked if there was a shortage of parking in the area, to which Schroeder responded that most of the roads in the area are seal coat roads, so not the typical roads with curbs and gutters, and usually, parking would not be allowed on those streets. Schroeder further noted that this area is a mixture of residential and commercial, and the commercial businesses tend to be on smaller lots with limited on -sit parking. Donat asked why there is a difference between the recommendation to approve by the Planning and Zoning Department and the recommendation of denial by the Engineering Department, to which Knutson answered that over a number of years there has been a number of complaints from businesses in the area about the parking situation so Engineering who deals with the right-of-way has to deal with it and the other problem is this particular property owner has other properties where they have not provided site plans, storm water detention plans, and other information that is necessary under both Engineering and Planning Ordinances and Engineering is hoping that since this property owner is not in compliance in other areas would not be allowed his option in this location. -3 Page 528 of 865 Planning and Zoning Commission February 11, 2025 Donat asked why is the Planning Department's recommendation different, to which Schroeder answered that over the last few years, the Planning Department had seen a handful of these types of appeals with parking in the right-of-way, and this one is unique as historically there has been parking in the right-of- way but there is the change of use that has intensified the parking. Schroeder further noted that there were times when parking was not only allowed but encouraged and noted that the owner of this property is A&D Auto Sales, and while it may be owned by the same individual as the other properties staff has concerns about attaching the issues with those properties to this one. Leistikow asked if this item passes, it will not set a precedent and is there any concern about site visibility with cars being parked at the corner to which Schroeder responded that he agrees and the site is pretty unique so it is not setting a precedent and Knutson responded that there is always concerns about site visibility with cars park at the corner and site triangles and if there is complaints staff would have to look at that. Poe noted in the staff report it states will not have a negative impact on the neighborhood to which Schroeder responded that staff recognizes that is a very subjective analysis, but staff gets together and discusses each item and decides whether it will have a negative impact or not. Boesen stated he was looking at the aerial image, and it appears that the building could be encroaching on the right-of-way will they need a variance to which Schroeder responded that it is very close but aerial images may not be 100% accurate, and it may be the overhand but not the building foundation that is in the right-of-way. Poe noted that across from their facility, a car lot parks cars onto the right-of-way, and it causes issues with the site. Voight asked since the motion is to approve would a no vote be to deny to which Leistikow stated yes. It was moved by Schoborg and seconded by Ewing to recommend approval of a request by A&D Auto Sales, LLC for an appeal of the City Engineer to allow automobiles to be parked in City -Owned Right - of -Way for a car sales lot in the "M-1 "Light Industrial District located at 721-727 Birmingham Avenue with the following condition: the parking area will not block the street system in the area. Motion failed 2 — 5 (Shirk, Ewing, Poe, Voight, Donat voted Nay). VII. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on February 11, 2025. VIII. Adjournment It was moved by Schoborg and seconded by Ewing to adjourn the meeting at 4:43 pm. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -4 Page 529 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. APRIL 8, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Kristin Schaefer, Janelle Ewing, Eric Poe, Brandon Schoborg, Eric Donat, Scott Voight and Phillip Shirk. Members present electronically were: None Members absent were: none (one position is vacant). Others present were: Noel Anderson, Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff - Planning Department; Jamie Knutson - City Engineer; and twenty-four citizens. Others present electronically: Barbara Prather - Iowa Northeast Food Bank I. Approval of the Agenda It was moved by Schoborg and seconded by Poe to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on February 11, 2025. It was moved by Schaefer and seconded by Ewing to approve the minutes of the February 11, 2025 meeting. Motion carried unanimously. III. Oral Presentations There were no Oral Presentations. IV. New Business A. Hearings - Rezones/Site Plan Amendments 1. Request by Alycia Ludden to rezone approximately 7.33 acres of land from "A-1" Agricultural District to "R-2" One and Two Family Residence District located at 2775 Logan Avenue. It was moved by Schoborg and seconded by Ewing to receive and place on file the statement of verification at 4:02 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Tammala read the staff report recommending denial of the request to rezone to "R-2" One and Two Family Residence District; however, approval of rezone to "R-2, R-P" Planned Residence District due to the comments by the Iowa Department of Transportation (IDOT). Anderson noted that the IDOT was concerned about a full subdivision being built but does not have concerns about them converting the one accessory building into a secondary residence Page 530 of 865 Planning and Zoning Commission April 8, 2025 and the decision to go with "R-P" stemmed from the fact that they would have to return to the Commission for a Site Plan Amendment to make any major changes. Schoborg asked for confirmation that only the secondary structure is being approved at this time to which Anderson responded correct, including any additional development beyond the one additional home. It was moved by Ewing, seconded by Schoborg, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:10 p.m. It was moved by Donat and seconded by Schoborg to recommend denial of a request by Alycia Ludden to rezone approximately 7.33 acres of land from "A-1"Agricultural District to "R-2" One and Two Family Residence District located at 2775 Logan Avenue however, to recommend approval of the request to rezone the property from "A-1"Agricultural District to "R-2,R-P" Planned Residence District. Motion carried unanimously. 2. Request by 3 Stooges, LLC for a Site Plan Amendment for the construction of a 50,000 square foot office/warehouse building located in the "M-2, P" Planned Industrial District, at the southeast corner of Leversee Road and WARP Drive. It was moved by Ewing and seconded by Shirk to receive and place on file the statement of verification at 4:11 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Geilman read the staff report recommending approval of the request with the following condition: that the final site plan meets all applicable city codes, including but not limited to parking, landscaping, drainage, etc. Donat asked if the new site plan addressed the request by engineering that the driveways line up, to which Knutson answered that he had not seen the updated site plan, so he was not sure. Poe asked if the building shown in the packet was already built, to which Anderson responded yes, it is at the southeast corner of Hyper Drive and Leversee Road and it will be the same design for this site. Chris Fischels, 3510 Kimball Avenue, was available to answer questions and stated he likes the way the driveways are designed as it makes it easier for trucks to come in and make their deliveries and pick ups. It was moved by Shirk, seconded by Ewing, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:18 p.m. It was moved by Ewing and seconded by Shirk to recommend approval of a request 3 Stooges, LLC for a Site Plan Amendment for the construction of a 50,000 square foot office/warehouse building located in the "M-2, P" Planned Industrial District, at the southeast corner of Leversee Road and WARP Drive with the following condition: that the final site plan meets all -2 Page 531 of 865 Planning and Zoning Commission April 8, 2025 applicable city codes, including but not limited to parking, landscaping, drainage, etc. Motion carried unanimously. 3. Request by International Paper for a Site Plan Amendment for the construction of a 969,000 square foot industrial building in the "M-2,P" Planned Industrial District located north of Canadian National Railroad along Leversee Road. It was moved by Donat and seconded by Schoborg to receive and place on file the statement of verification at 4:20 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Andera read the staff report recommending approval of the request with the following condition: that the final site plan meets all applicable city codes, including but not limited to parking, landscaping, drainage, etc., except as specifically altered by approval of the site plan amendment. Andera added that left and right turn lanes will be looked at due to the amount of truck traffic. Donat asked if this would be a 24-hour operation and if there were any homes out in the area that would be affected by the noise, to which Andera responded that there are homes to the west in the City of Cedar Falls, but they are also zoned industrial. Poe asked if there was an existing rail line going by the site to which Andera answered yes, the Canadian National is located to the south of the property. James Baumer, International Paper was available to answer questions. Leistikow asked what kind of operation would be happening at the site, and would there be any chemicals used, to which Balmer answered that the only lubricants would be for the machinery, and the manufacturing is a closed process that would not have any material hazards. It was moved by Shirk, seconded by Schaefer, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:24 p.m. It was moved by Schoborg and seconded by Donat to recommend approval of a request by International Paper for a Site Plan Amendment for the construction of a 969,000 square foot industrial building in the "M-2,P" Planned Industrial District located north of Canadian National Railroad along Leversee Road with the following condition: that the final site plan meets all applicable city codes, including but not limited to parking, landscaping, drainage, etc., except as specifically altered by approval of the site plan amendment. Motion carried 7-0- 1 (Voight abstained). 4. Request by Olsson Engineers on behalf of Veridian Credit Union for a Site Plan Amendment for the construction of a 2,898 square foot banking facility in the "C-P" Planned Commercial District located at 2300 Logan Avenue, at the northeast corner of Logan Avenue (US Highway 63) and Heath Street. -3- Page 532 of 865 Planning and Zoning Commission April 8, 2025 It was moved by Ewing and seconded by Schaefer to receive and place on file the statement of verification at 4:33 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Tammala read the staff report recommending approval of the request with the following condition: That the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Tammala noted an updated site plan has been updated including changes requested by Engineering. There was no comments on this request. It was moved by Ewing, seconded by Schoborg, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:39 p.m. It was moved by Poe and seconded by Shirk to recommend approval of a request by Olsson Engineers on behalf of Veridian Credit Union for a Site Plan Amendment for the construction of a 2,898 square foot banking facility in the "C-P" Planned Commercial District located at 2300 Logan Avenue, at the northeast corner of Logan Avenue (US Highway 63) and Heath Street with the following condition: That the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried 7-0-1 (Voight abstained). 5. Request by Fehr Graham on behalf of Northland Oil for a Site Plan Amendment to allow for construction of a parking lot in the "R-2, C-Z" Conditional Zoning District located across from 1000 Rainbow Drive. It was moved by Ewing and seconded by Schoborg to receive and place on file the statement of verification at 4:41 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Tammala read the staff report recommending approval of the request with the following conditions: 1) that the property is screened along the west and south property lines by a solid fence; and 2) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, screening, drainage, etc., except as approved by the Board of Adjustment. Zach Shimp, Northland Oil, stated that they are constructing a new area to handle all semi traffic to the east of the proposed parking lot and noted the proposed parking lot is too small to have a truck come in and make a turn. Shimp further noted that cars are currently parking in the area but it is a muddy hillside and the goal is to clean the corner up and make the whole neighborhood look better however they feel that the 6' privacy fence on the west side will look out of place and would like to put in professional landscaping instead. Schoborg asked who determines if they have to do a fence or if the Commission can determine that landscaping would work to which Anderson responded that there is a definition of screening in the Zoning Ordinance and landscaping can be used as screening. -4 Page 533 of 865 Planning and Zoning Commission April 8, 2025 Ewing asked if, when the motion is made, it should say fencing or landscaping as per city code, to which Leistikow stated that should work. Kathryn Sbiral, 132 Hanna Blvd, just three houses off of Rainbow Drive, has a perfect view of the Northland Oil site and has been associated with the property for 70 years. Sbiral stated she has talked to her neighbors and they asked for her to speak for them, including that there are already traffic issues in the area as Northland Parks semi trucks on Rainbow Drive since it impairs vision traveling both on Rainbow Drive and Hanna Blvd but Ordinance 271 states that they are not supposed to do that. Sbiral further stated that trucks have to come down Rainbow and then turn onto Hanna Blvd to back in the Northland Oil site, which is a major safety issue, especially since a lot of pedestrians and cyclists go down the sidewalks on Rainbow Drive to access the recreational trails and the truck drivers cannot see pedestrians that well. Sbiral also wants to see a condition that no semis are allowed in the parking lot, and is afraid that they will start parking semis on the rest of the lot, and will have to look at it since no 6' fence or trees will cover it up. She also stated that they would like large trees, not dwarf trees, to be planted, as small trees take too long to grow, and they want to look at the site and do not want to see any curb cuts on Hanna Blvd. Chris Kuehl, 204 Gayle Street, which is one block north of Northland, and stated he has lived there for a little over 30 years, questioning how much Northland has expanded. Is there a limit to how much they can expand? Kuehl asked if the house to the south of the proposed parking lot went for sale, could they purchase that house and expand to that lot and there was nothing about an office in the letter to property owners to which Anderson responded that this is a unique area with industrial to the north and residential to the south but noted that if they were to purchase the house to the south they would have to rezone it which would be brought before the Commission and noted the lot was rezoned to "R-2,C-Z" to allow for commercial use in a very limited basis which they did show an office and parking lot being put on the site but they are currently asking just to build the parking lot but to the point of expanding further if there is other industrial land and Leistikow further explained that it is rare for the Commission to approve industrial next to residential. It was moved by Ewing, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 5:06 p.m. It was moved by Ewing and seconded by Donat to recommend approval of a request by Fehr Graham on behalf of Northland Oil for a Site Plan Amendment to allow for construction of a parking lot in the "R-2, C-Z" Conditional Zoning District located across from 1000 Rainbow Drive with the following conditions: 1) that the property is screened along the west by landscaping and the south by a solid fence and 2) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, screening, drainage, etc., except as approved by the Board of Adjustment. Motion carried unanimously 6. Request by Panther Builders for a Site Plan Amendment to allow for residential development with 18 lots and 1 stormwater tract in the "R-1, R-P" Planned Residence District located at Baltimore Field, between Hawthorne Avenue and Eureka Street. -5 Page 534 of 865 Planning and Zoning Commission April 8, 2025 It was moved by Donat and seconded by Shirk to receive and place on file the statement of verification at 5:09 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Dornoff read the staff report recommending approval of the request with the following condition: that the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc. and Dornoff added that they did receive one call on this item wanting some lots to be dedicated for parks to but Dornoff noted that there is a large park just two blocks to the southwest. Bryce Achen, McClure Engineering, was available to answer questions. Leistikow asked what the average lot width would be in this development to which Achen answered 60 feet. Poe asked how long construction would take, to which Achen responded that it will start in summer and it is hard to determine how long it will take, but they are planning for late fall. Gerardo Silva, 514 Adams, stated he owns the property at 1025 Denver Street and had concerns about the process of construction and potential for shaking that could cause damage to drywall, and wanted additional information on the storm tracts to which Knutson explained what the storm water tracts are designed to do. It was moved by Schoborg, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 5:21 p.m. It was moved by Poe and seconded by Shirk to recommend approval of a request by Panther Builders for a Site Plan Amendment to allow for residential development with 18 lots and 1 stormwater tract in the "R-1, R-P" Planned Residence District located at Baltimore Field, between Hawthorne Avenue and Eureka Street with the following conditions: 1) that the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc. Motion carried unanimously 7. Request by Peters Construction on behalf of Waterloo Development Corporation for a Site Plan Amendment to allow for a community recreation center (Hard Courts) in the "M-2, P" Planned Industrial District located adjacent to 360 Westfield Avenue, along W. Commercial Street. It was moved by Donat and seconded by Ewing to receive and place on file the statement of verification at 5:24 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Gellman read the staff report recommending approval of the request with the following condition: that the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc. -6 Page 535 of 865 Planning and Zoning Commission April 8, 2025 Voight questioned the math on the parking, to which Anderson explained that this was a tournament center and most of the tournaments would occur on the weekends and maybe Fridays when the other businesses are not open and there will be cross parking and people coming to the Hardcourts may stay at the Courtyard by Marriott. Leistikow asked if the eight handicapped parking spaces would be enough for the size of the building, to which Schroeder noted that there is a chart for handicapped spots in the Zoning Ordinance, but the number is set under the building code, which for 200 to 300 parking spaces would be 7. Leistikow asked how many would that be for the required 714 parking spaces, to which Schroeder responded that 1001 parking spaces and more would require 20+1 spaces for every 100 more. Ewing noted that it does not consider that parking at the Marriott and other lots in the area includes handicap spaces, to which Leistikow responded for those buildings. Schroeder noted that all parties, including the builder, developer, and staff, agree that it is extremely unlikely that the building would be at full occupancy at any time and went over how a facility such as this gets used. Donat stated that when he went to High School, more than 8 people were in wheelchairs; therefore, this facility needs more handicapped parking. Voight asked if 16 handicapped spots should be required. Schoborg asked if the Commission can tell them parking to which Anderson responded that the current number of handicapped spaces meets the building code and it would be up to the Commission if they want to increase that number. It was moved by Shirk, seconded by Schoborg, to close the public hearing. Motion carried unanimously. The hearing was closed at 5:39 p.m. It was moved by Schoborg and seconded by Shirk to recommend approval of a request by Peters Construction on behalf of Waterloo Development Corporation for a Site Plan Amendment to allow for a community recreation center (Hard Courts) in the "M-2, P" Planned Industrial District located adjacent to 360 Westfield Avenue, along W. Commercial Street with the following condition: that the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc and 2) the number of handicapped spaces be looked at. Motion carried unanimously B. Special Permits 1. Request by Peters Construction on behalf of Waterloo Development Corporation for a Special Permit to allow for a community recreation center in the "M-2, P" Planned Industrial District adjacent to 360 Westfield Avenue. Gellman read the staff report recommending approval of the request with the following condition: that the final site plan must meet all applicable city codes and -7- Page 536 of 865 Planning and Zoning Commission April 8, 2025 regulations including but not limited to parking, landscaping, screening, drainage, setbacks, etc. Item was discussed under A-7. It was moved by Schoborg and seconded by Shirk to recommend approval of a request by Peters Construction on behalf of Waterloo Development Corporation for a Special Permit to allow for a community recreation center in the "M-2, P" Planned Industrial District adjacent to 360 Westfield Avenue with the following condition: that the final site plan must meet all applicable city codes and regulations including but not limited to parking, landscaping, screening, drainage, setbacks, etc. Motion carried unanimously. 2. Request by Emergent Architecture on behalf of Northeast Iowa Food Bank for a Special Permit for the expansion of the Food Bank in the "M-2" Heavy Industrial District located at 1605 Lafayette Street. Dornoff read the staff report recommending approval of the request with the following conditions: 1). that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc.; 2) the Complete Streets Advisory Committee has recommended sidewalks will be added along Vinton Street and a portion of Lafayette in the areas that are currently grass and would be required to be connected if the former car dealership is redeveloped and the paving removed; and 3) that screening including a 6' solid fence be provided on the east side of the remaining residence at 1629 Lafayette Street, on the west side of the new parking area. Barbra Pather, Northeast Iowa Food Bank, was available to answer questions and noted that two of the three houses currently on the property will not be demolished but will be moved to another part of Waterloo. It was moved by Ewing and seconded by Schaefer to recommend approval of a request Emergent Architecture on behalf of Northeast Iowa Food Bank for a Special Permit for the expansion of the Food Bank in the "M-2" Heavy Industrial District located at 1605 Lafayette Street by with the following conditions: 1) that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc.; 2) sidewalks will be added along Vinton Street and a portion of Lafayette in the areas that are currently grass and would be required to be connected if the former car dealership is redeveloped and the paving removed; and 3) that screening including a 6' solid fence be provided on the east side of the remaining residence at 1629 Lafayette Street, on the west side of the new parking area. Motion carried unanimously C. Plats 1. Request by Panther Builders for the Preliminary Plat of Baltimore Fields 2nd Addition, an 18-lot residential subdivision in the "R-1, R-P" Planned Residence District located at Baltimore Field, between Hawthorne Avenue and Eureka Street. . -8 Page 537 of 865 Planning and Zoning Commission April 8, 2025 Item was discussed under item A-6. Dornoff read the staff report recommending approval of the request with the following condition: that the Preliminary Plat be updated prior to it being submitted to City Council. It was moved by Poe and seconded by Shirk to recommend approval of a request by Panther Builders for the Preliminary Plat of Baltimore Fields 2nd Addition, an 18-lot residential subdivision in the "R-1, R-P" Planned Residence District located at Baltimore Field, between Hawthorne Avenue and Eureka Street with the following condition: that the Preliminary Plat be updated prior to it being submitted to City Council. Motion carried unanimously . V. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on February 11, 2025. VI. Adjournment It was moved by Shirk and seconded by Schoborg to adjourn the meeting at 5:52 pm. Motion carried unanimously. Respectfully submitted, .1._._- John Dornoff, Planner II -9 Page 538 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. MAY 13, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Janelle Ewing, and Phillip Shirk. Members present electronically were: Kristin Schaefer and Eric Donat. Members absent were: Brandon Schoborg, Eric Poe and Scott Voight. Others present were: Rob Nichols — City Council Liaison; Noel Anderson, Adarsh Tummala, Joseph Geilman, and John Dornoff — Planning Department; Jamie Knutson — City Engineer; and twenty-four citizens. Others present electronically: Dave Boesen — City Council Liaison, and three citizens. I. Approval of the Agenda It was moved by Shirk and seconded by Donat to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on April 8, 2025. It was moved by Shirk and seconded by Ewing to approve the minutes of the April 8, 2025, meeting. Motion carried unanimously. III. Oral Presentations There were no Oral Presentations. IV. New Business A. Hearings — Site Plan Amendments 1. Request by The Architects Partnership, LTD on behalf of Chase Bank for a Site Plan Amendment to change a building from a restaurant to a bank in the "S-1" Shopping Center District located at 2009 Crossroads Blvd. It was moved by Ewing and seconded by Shirk to receive and place on file the statement of verification at 4:03 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Tammala read the staff report recommending approval of the request with the following conditions: 1) that a sidewalk be installed along Sears Street and Crossroads Boulevard, and easements dedicated if it is decided to place the sidewalks partially on the private property and 2) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, drainage, etc. Cody Weaver, Civil Engineering Consultants, stated they are doing a full refurbishment of the building and are aware of the conditions and are working with Engineering and was available to answer questions. Boesen asked why the staff requires sidewalks on Crossroads Blvd and Sears Street when there are no sidewalks in the area. If the Howard Allen development at Crossroads Blvd and Gina Blvd requires Page 539 of 865 Planning and Zoning Commission May 13, 2025 sidewalks, as Anderson stated, the Crossroads Mall area is redeveloped, staff will be looking at ways to increase walkability and access points in the area, and with the Howard Allen development, there was an issue with large utility boxes where the sidewalk should go. Knutson stated that he has talked with the engineer for the project and believes that a sidewalk can be installed along Sears Street, but Crossroads Blvd has other issues that will need to be looked at when the mall area redevelops. Donat stated that the sidewalks would allow better access for people with disabilities. Leistikow stated that there were issues with the Crossroads Blvd sidewalks in relation to the Howard Allen development, but with the changes to the area, more pedestrian access will be needed. Boesen noted that the condition requiring sidewalks should be change to remove Crossroads Blvd. It was moved by Ewing, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:18 p.m. It was moved by Ewing and seconded by Donat to recommend approval of a request by The Architects Partnership, LTD on behalf of Chase Bank for a Site Plan Amendment to change a building from a restaurant to a bank in the "S-1 "Shopping Center District located at 2009 Crossroads Blvd with the following conditions: 1) that a sidewalk be installed along Sears Street, and easements dedicated if it is decided to place the sidewalks partially on the private property and 2) that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. 2. Request by Cedar River Contractors on behalf of K-W Electric for a Site Plan Amendment for the construction of a 29,900 square foot manufacturing, warehouse, and office building in the "M-2,P" Planned Industrial District located east of 180 WARP Drive. It was moved by Ewing and seconded by Shirk to receive and place on file the statement of verification at 4:20 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Geilman read the staff report recommending approval of the request with the following conditions: that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, screening, drainage, etc. Kevin Martin & Sean Wagner, K-W Electric were available to answer questions. It was moved by Shirk, seconded by Ewing, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:26 p.m. It was moved by Shirk and seconded by Ewing to recommend approval of a request by Cedar River Contractors on behalf of K-W Electric for a Site Plan Amendment for the construction of a 29,900 manufacturing, warehouse, and office building in the "M-2,P" Planned Industrial District located east of 180 WARP Drive with the following conditions: that the final site plan meets all applicable city codes, regulations, etc. including, but not limited to, parking, landscaping, screening, drainage, etc.. Motion carried unanimously. 3. Request by Mizu Ramen IA LLC for a Site Plan Amendment to allow for changes in use in the "C-1, C-Z" Conditional Zoning District located at 1021 Peoples Square.. -2 Page 540 of 865 Planning and Zoning Commission May 13, 2025 It was moved by Ewing and seconded by Schaefer to receive and place on file the statement of verification at 4:27p.m. Motion carried unanimously, and Leistikow declared the hearing open. Dornoff read the staff report recommending approval of the request with the following condition: the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc. Maocai Lin, 1021 Peoples Square, was available to answer questions. Chuck Augustine, Klapp Law Firm, representing Cedar Valley Growth Fund, which owns the building to the north of the property in question, stated that his clients have been significantly impacted by the development to the south. Augustine further noted that the primary access to the property is along the west 20 feet of his client's property with an easement, and they are concerned about increased traffic. He also stated that his client has an access and parking easement along the north 60 feet of the property in question, including the use of 17 parking spaces, and the client has been adversely affected by the creation of the entrance along Kimball Avenue. Augustine also stated that they believe this will have a negative impact on the area, including increased traffic, and the property may require a total of 96 parking spaces, and there is no snow storage for this property; therefore, his clients oppose the Site Plan Amendment. Schaefer asked what the hours of operation were for the tenants in the complex, to which Augustine stated he does not know. Leistikow asked if the property to the west is Fareway, to which Augustine stated yes. Randy Vandersee, owner of the property in question, stated that Fareway allows businesses to use their parking lot since they do not use all of their spaces, and stated that what Augustine was saying is not entirely true. Ewing asked for confirmation that Vandersee was the owner of the property being discussed, to which Vandersee stated yes. Donat asked if the condition should be added requiring 96 spaces, as discussed, to which Anderson went over the parking numbers, noting the site meets the parking requirements. It was moved by Ewing, seconded by Schaefer, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:40 p.m. It was moved by Ewing and seconded by Donat to recommend approval of a request by Mizu Ramen IA LLC for a Site Plan Amendment to allow for changes in use in the "C-1, C-Z" Conditional Zoning District located at 1021 Peoples Square with the following condition: the final site plan must meet all applicable city codes and regulations, including but not limited to parking, landscaping, screening, drainage, setbacks, etc. Motion carried 7-0-1 (Voight abstained). B. Special Permits 1. Request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and a generator in the "R-4" Multiple Residence District located northwest of the intersection of University Avenue and Sergeant Road (US Highway 63). -3 Page 541 of 865 Planning and Zoning Commission May 13, 2025 Dornoff read the staff report recommending approval of the request with the following condition: that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Eric Lage, Waterloo Fiber, was available to answer questions. It was moved by Shirk and seconded by Donat to recommend approval of a request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and a generator in the "R-4" Multiple Residence District located northwest of the intersection of University Avenue and Sergeant Road (US Highway 63) with the following condition: that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. 2. Request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and generator in the "C-P" Planned Commercial District located north of 1650 Idaho Street. Dornoff read the staff report recommending approval of the request with the following conditions: that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Mike Cook, 3511 Sage Road stated he owns the property adjacent to the where the shelter was going and want to know what was going on with this building and did the city purchase the land to which Lage responded it is an equipment shelter and there will be no staff based there and Waterloo Fiber has purchased the land. It was moved by Ewing and seconded by Shirk to recommend approval of a request by Waterloo Fiber for a Special Permit to construct a 10' X 16' equipment shelter and generator in the "C P" Planned Commercial District located north of 1650 Idaho Street with the following conditions: that the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. C. Plats 1. Request by Wayne Claassen Engineering for the Minor Plat of Mason Minor Plat I, a 3-lot residential subdivision in the "R-2" One and Two Family Residence District located at 3575 Cedar Terrace Drive. Geilman read the staff report recommending approval of the request. Leistikow asked if this was a preliminary plat and would a final plat come before the commission, to which Anderson responded that it is a minor plat, so there will be no final plat. Daryl Mason, 3575 Cedar Terrace Drive was available to answer questions. It was moved by Schaefer and seconded by Donat to recommend approval of a request by Wayne Claassen Engineering for the Minor Plat of Mason Minor Plat I, a 3-lot residential subdivision in the "R-2" One and Two Family Residence District located at 3575 Cedar Terrace Drive. Motion carried unanimously . -4 Page 542 of 865 Planning and Zoning Commission May 13, 2025 1. Request by the City of Waterloo for the Minor Plat of Austin's Plat, a two -lot commercial subdivision in the "C-P" Planned Commercial District located east of 122 Black Hawk Road. Geilman read the staff report recommending approval of the request. Leistikow asked why this property would not have direct access to University Avenue, to which Knutson responded that University Avenue through that section is limited access; therefore, Engineering did not want access from Black Hawk Road to University Avenue since there is access to Falls Avenue. Anderson noted that this used to be a detention pond, but due to the improvements made by the City of Waterloo to drainage in the area, it is no longer needed for that purpose, and thus opening the land up for development. It was moved by Shirk and seconded by Ewing to recommend approval of a request by the City of Waterloo for the Minor Plat of Austin's Plat, a two -lot commercial subdivision in the "C-P" Planned Commercial District located east of 122 Black Hawk Road. Motion carried unanimously. B. Encroachment Agreements 1. Request by Michele Clark for an Encroachment Agreement to allow for a fence in city -owned right of way of Lucas Street in the "R-2" One and Two Family Residence District located north of 760 Cloverdale Avenue. Tummala read the staff report recommending approval of the request with the following conditions: 1) a fully signed and executed encroachment agreement and 2) a signed and executed Fence Over Easement Form. Michele Clark, 760 Coverdale Avenue, stated that she is trying to change everything into her married name, to which Anderson responded that staff can get her new paperwork. Boesen asked if permits were taken out for these fences, and if they were, how did we miss the City right-of-way, to which Knutson stated he does not believe there were any permits taken out and it was found when a City Engineer was checking for a utility cutout in the area and Clark responded that she did get a permit in 2021. It was moved by Ewing and seconded by Donat to recommend approval of a request by Michele Clark for an Encroachment Agreement to allow for a fence in city -owned right of way of Lucas Street in the "R-2" One and Two Family Residence District located north of 760 Cloverdale Avenue with the following conditions: 1) a fully signed and executed encroachment agreement and 2) a signed and executed Fence Over Easement Form . Motion carried unanimously . 2. Request by Claude Manning for an Encroachment Agreement to allow for a fence in city - owned right of way of Lucas Street in the "R-2" One and Two Family Residence District located south of 806 Cloverdale Avenue. Tummala read the staff report recommending approval of the request with the following conditions: 1) a fully signed and executed encroachment agreement and 2) a signed and executed Fence Over Easement Form. -5 Page 543 of 865 Planning and Zoning Commission May 13, 2025 It was moved by Ewing and seconded by Donat to recommend approval of a request by Claude Manning for an Encroachment Agreement to allow for a fence in city -owned right of way of Lucas Street in the "R-2" One and Two Family Residence District located south of 806 Cloverdale Avenue with the following conditions: 1) a fully signed and executed encroachment agreement and 2) a signed and executed Fence Over Easement Form. Motion carried unanimously. V. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on June 10, 2025. Dornoff noted that there were some new laws passed by the State Legislature and signed by the Governor that do affect the Planning and Zoning, and will be discussing it in the coming months. VI. Adjournment It was moved by Ewing and seconded by Shirk to adjourn the meeting at 5:25 pm. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -6 Page 544 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. JUNE 10, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Janelle Ewing, Brandon Schoborg, Eric Poe, Scott Voight, and Eric Donat. Members present electronically were: Kristin Schaefer. Members absent were: Phillip Shirk. Others present were Jamie Knutson, City Engineer. Others present electronically were: Dave Boesen — City Council Liaison. I. Approval of the Agenda It was moved by Ewing and seconded by Donat to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on May 13, 2025. It was moved by Schoborg and seconded by Poe to approve the minutes of the May 13, 2025, meeting. Motion carried unanimously. III. Oral Presentations There were no Oral Presentations. IV. New Business A. Plats 1. Request by VJ Engineering on behalf of 3 Stooges, LLC for the Preliminary Plat of Martin Road Subdivision, a 3-lot industrial subdivision in the "M-2-P" Planned Industrial District located at 1330-1350 Martin Road. Dornoff read the staff report recommending approval of the request. There were no comments on this request. It was moved by Donat and seconded by Schoborg to recommend approval of a request by VJ Engineering on behalf of 3Stooges, LLC, for the Preliminary Plat of Martin Road Subdivision, a 3-lot industrial subdivision in the "M-2-P" Planned Industrial District located at 1330-1350 Martin Road. Motion carried unanimously. Page 545 of 865 Planning and Zoning Commission June 10, 2025 B. Vacates 1. Request by the City of Waterloo to vacate public right-of-way and utility easement located on Lots 19, 20 & 22 of MidPort America Park Plat No. 3 in the "M-2, P" Planned Industrial District located east of 2535 Midport Boulevard. Geilman read the staff report recommending approval of the request with the following condition: That the vacated area be adjusted to exclude the area required by MidAmerican Energy for their existing gas and electric lines. Donat asked if the concerns of Engineering in the Tech Notes had been addressed, and this item could move forward. Schroeder stated that yes, they had been addressed. It was moved by Schoborg and seconded by Donat to recommend approval of a request by the City of Waterloo to vacate public right-of-way and utility easement located on Lots 19, 20 & 22 of MidPort America Park Plat No. 3 in the "M-2, P" Planned Industrial District located east of 2535 Midport Boulevard with the following condition: That the vacated area be adjusted to exclude the area required by MidAmerican Energy for their existing gas and electric lines. Motion carried unanimously. 2. Request by the City of Waterloo to vacate a 20' drainage easement on Lots 4 & 5 of WARP 2nd Addition in the "M-2, P" Planned Industrial District located at and adjacent to 4050 Leversee Road. Tummala read the staff report recommending approval of the request with the following condition: a drainage easement is required to be dedicated at the time of development and shown in the site plan. Donat asked if vacating the easements was a concern, to which Schroeder responded that the company was gearing up for an expansion and would include a new easement as part of that request. It was moved by Poe and seconded by Donat to recommend approval of a request by the City of Waterloo to vacate a 20' drainage easement on Lots 4 & 5 of WARP 2nd Addition in the "M-2, P" Planned Industrial District located at and adjacent to 4050 Leversee Road with the following condition: a drainage easement being required to be dedicated at the time of development and shown in the site plan. Motion carried unanimously. V. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on July 8, 2025. VI. Adjournment It was moved by Schoborg and seconded by Donat to adjourn the meeting at 4:17 pm. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -2 Page 546 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. JULY 8, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Kristen Schafer, Eric Donat, Brandon Schoborg, Eric Poe, Scott Voight, Janelle Ewing, and Phillip Shirk. Members present electronically were: None (one position is vacant). Members absent were: None. Others present were: Rob Nichols — City Council Liaison; Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff — Planning Department; Jamie Knutson — City Engineer; and two citizens. Others present electronically: Dave Boesen — City Council Liaison. I. Approval of the Agenda It was moved by Donat and seconded by Ewing to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on June 10, 2025. It was moved by Schoborg and seconded by Poe to approve the minutes of the June 10, 2025, meeting. Motion carried unanimously. III. Oral Presentations There were no Oral Presentations. IV. New Business A. Hearings — Rezones 1. Request by Malcolm Cleope to rezone approximately 0.27 acres of land from "C-2" Commercial District to "C-2, C-Z" Conditional Zoning District to allow an aquaculture shrimp farming warehouse business located at 2625 Falls Avenue. It was moved by Schoborg and seconded by Ewing to receive and place on file the statement of verification at 4:03 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Tummala read the staff report recommending approval of the request, and Tummala noted that the setback variance was tabled until the July Board of Adjustment meeting. Schroeder noted that the Board of Adjustment tabled the variance request at their June 24, 2025, meeting to allow for the Planning, Programming, and Zoning Commission to make a recommendation on the request and noted that the two items are not inclusive as the applicant could still run his business but meet the setback requirements. Donat asked if the applicant had addressed their issues with Waste Management, to which Schroeder responded that they are not necessarily issues, but rather concerns. Engineering noted that if they obtain Page 547 of 865 Planning and Zoning Commission July 8, 2025 the variances, they will not have a lot of room on the site for detention, and may have to go with an underground system which is more expensive. Poe asked if the applicant had indicated the amount of shrimp to be farmed and the type and number of vehicles that would be picking up the product, to which Leistikow stated the applicant would best answer that. Malcolm Cleope, 2625 Falls Avenue, stated that there will be 12 tanks, approximately the size of an above -ground swimming pool in total, and each tank is capable of holding about 1,000 small shrimp. He further stated that delivery vans would pick up the product, with much of it heading to the Chicago Asian market. The system will utilize a recycled water system, treating the water and reusing it, resulting in virtually no wastewater. It was moved by Ewing, seconded by Shirk, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:11 p.m. It was moved by Schoborg and seconded by Donat to recommend approval of a request by Malcolm Cleope to rezone approximately 0.27 acres of land from "C-2" Commercial District to "C-2, C-Z" Conditional Zoning District to allow an aquaculture shrimp farming warehouse business located at 2625 Falls Avenue. Motion carried unanimously. 2. Request by the City of Waterloo to rezone approximately 0.19 acres from "C-2" Commercial District to "R-3" Multiple Residence District to allow Iowa Heartland Habitat for Humanity to split two lots into three, but maintain a single zoning on the three lots located at 512 Almond Street. It was moved by Donat and seconded by Poe to receive and place on file the statement of verification at 4:12 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Dornoff read the staff report recommending approval of the request. Ewing noted that she will have to abstain from voting on this item since her law firm worked on this project. It was moved by Donat, seconded by Poe, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:17p.m. It was moved by Shirk and seconded by Poe to recommend approval of a request by the City of Waterloo to rezone approximately 0.19 acres from "C-2" Commercial District to "R-3" Multiple Residence District to allow Iowa Heartland Habitat for Humanity to split two lots into three, but maintain a single zoning on the three lots located at 512 Almond Street. Motion carried 7-0-1 (Ewing Abstained). 3. Request by the City of Waterloo to rezone approximately 0.15 acres of land from "R-2, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District west of 207 Hope Avenue. It was moved by Ewing and seconded by Schoborg to receive and place on file the statement of verification at 4:18 p.m. Motion carried unanimously, and Leistikow declared the hearing open. -2 Page 548 of 865 Planning and Zoning Commission July 8, 2025 Geilman read the staff report recommending approval of the request. Donat asked if the concerns of Engineering about the ownership of the lot had been addressed, to which Schroeder stated that it was not a concern, but rather a simple question of who currently owns the lot, which it is owned by the State of Iowa. It was moved by Shirk, seconded by Ewing, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:40 p.m. It was moved by Poe and seconded by Donat to recommend approval of a request by the City of Waterloo to rezone approximately 0.15 acres of land from "R-2, C-Z" Conditional Zoning District to "R-2" One and Two Family Residence District west of 207 Hope Avenue. Motion carried unanimously. B. Plats 1. Request by Harold-Reicks Surveying on behalf of Gregory H. Steffen for the minor plat of Parcels C & D in the "R-2" One and Two Family Residence District located southeast of 4192 Logan Avenue Dornoff read the staff report recommending approval of the request with the following conditions: 1) that the homes be hooked up to sewer and water if they are extended to the area in the future and 2) that a MUTCD-approved direction sign be installed along Logan Avenue. Donat asked if the questions from the Iowa Department of Transportation had been answered and it was noted that the answers to the questions were in the staff report. Leistikow asked if the Fire Department had any concerns to which Dornoff responded no and noted that Iowa DOT is currently looking at the corridor and driveway access working on the long term future of the corridor. It was moved by Schoborg and seconded by Shirk to recommend approval of a request by Harold- Reicks Surveying on behalf of Gregory H. Steffen for the minor plat of Parcels C & D in the "R-2" One and Two Family Residence District located southeast of 4192 Logan Avenue with the following conditions: 1) that the homes be hooked up to sewer and water if they are extended to the area in the future and 2) that a MUTCD-approved direction sign be installed along Logan Avenue. Motion carried unanimously. V. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on August 12, 2025. Leistikow stated that since the fiscal year is over, it would be nice to have an updated financial report. VI. Adjournment It was moved by Ewing and seconded by Shirk to adjourn the meeting at 4:31 pm. Motion carried unanimously. Respectfully submitted, -3 Page 549 of 865 Planning and Zoning Commission July 8, 2025 John Dornoff, Planner II -4 Page 550 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. AUGUST 12, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Kristin Schaefer, Eric Donat, Scott Vogit, Janelle Ewing, and Phillip Shirk. Members present electronically were: None. Members absent were: Brandon Schoborg and Eric Poe (one position is vacant). Others present were: Noel Anderson, Aric Schroeder, Tim Andera, Adarsh Tummala, Joseph Geilman, and John Dornoff — Planning Department; Jamie Knutson — City Engineer; Dave Boesen and Rob Nichols — City Council Liaisons; approximately twenty citizens. I. Approval of the Agenda It was moved by Donat and seconded by Shirk to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on July 8, 2025. It was moved by Schafer and seconded by Ewing to approve the minutes of the July 8, 2025, meeting. Motion carried unanimously. III. Oral Presentations Mike Henning, 138 Sidehill Drive, asked a question regarding Paradise Estates. IV. New Business A. Encroachment Agreement 1. Request by Brent Bohlen for an Encroachment Agreement to allow a patio, pergola, and fence in the City -Owned alley right-of-way in the "R-1" One and Two Family Residence District located at 130 Columbia Circle. Tummala read the staff report recommending approval of the request with the following condition: a signed and executed Encroachment Agreement. Donat questioned what a pergola was to which Tummala and Schroeder answered. It was moved by Shirk and seconded by Donat to recommend approval of a request Brent Bohlen for an Encroachment Agreement to allow a patio and pergola in the City -Owned alley right-of-way in the "R-1" One and Two Family Residence District located at 130 Columbia Circle with the following condition: a signed and executed Encroachment Agreement. Motion carried unanimously. B. Vacate Page 551 of 865 Planning and Zoning Commission August 12, 2025 1. Request by Waterfall Plaza LLC for the vacate of Cedar Street from West Park Avenue to West 4th Street in the "C-3" Commercial District located adjacent to 10 West 4th Street. Tummala read the staff report recommending tabling the request. Dan Altan, 2707 Congress Street, voiced that the building he bought has been vacant for a while and he wants to vacate Cedar Street to increase parking. Altan noted does not want the request to be tabled. Boesen expressed concerns about the vacate request and its effect on future development in the area because of the City's recent purchase of land near the vacate area. Mike Henning, 138 Sidehill Drive, asked a question and expressed his disapproval of the request. Ewing made a motion and was seconded by Donat to deny the request. Voigt stated that he is aware Altan did not want the request tabled, as recommendation of approval or denial would still allow the request to go to Council, but wanted to consider tabling until further information regarding the vacate was collected. Altan, initially against tabling, was open to tabling the request. Ewing withdrew her original motion. It was moved by Donat and seconded by Voigt to table the request by Waterfall Plaza LLC for the vacate of Cedar Street from West Park Avenue to West 4th Street in the "C-3" Commercial District located adjacent to 10 West 4th Street . Motion carried unanimously with 1 abstention (Phillip Shirk). C. Hearings — Rezones/Site Plan Amendments 1. Request by Midwest Development Co. on behalf of the City of Waterloo to rezone approximately 24.27 acres from "R-1" One and Two Family Residence District to "R-1, R-P" Planned Residence District to construct 70 homes located south of Orange Road and west of Kimball Avenue. It was moved by Donat and seconded by Ewing to receive and place on file the statement of verification at 4:32 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Geilman read the staff report recommending approval of the request with the following conditions: 1) That the property be limited to single-family homes; 2) That a sidewalk be installed along all street frontages, including West Orange Road and Kimball Avenue and 3) That the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Loren Hoffman, 1860 Boyson Road, on behalf of Hall and Hall Engineers, elaborated on more details regarding road traffic, congestion, drainage, easements, etc. -2 Page 552 of 865 Planning and Zoning Commission August 12, 2025 Leistikow asked staff about the existing water pressure issue in the area and if Orange elementary can handle an influx of students. Anderson replied that Water Works has a firm plan for infrastructure for the upcoming housing projects and that Waterloo Schools has shown no concerns regarding an increase of incoming students. Barbara Henning, 138 Sidehill Drive, described the timeline of the area and expressed concerns over the opportunity to purchase land and the congestion with the developing Paradise Estates. Cory Hodapp, 2915 North Dubuque Street, developer of Paradise Estates, further voiced concerns with water pressure and congestion, and raised issues with another subdivision coming into the area near their development. Mike Henning, 138 Sidehill Drive, asked what area of the proposed development is reserved for parks and recreation and raised issues with traffic safety concerns for pedestrians. Loren Hoffman, 1860 Boyson Road, mentioned that there is green space but nothing specific to parks and recreation. Judy Sadler, 6122 Kimball Avenue, stated that the land being proposed to be rezoned is not abandoned and is actively used by residents of the area for sporting and recreational activities, specifying that the new development would not fit the characteristic of the neighborhood. Sadler asked whether the City of Waterloo took competitive bids for the land and why the neighborhood was not notified or given the opportunity to purchase the land from the City of Waterloo at fair market value. Schroder replied that the City of Waterloo would enter into a development agreement with the developer to sell the property under the terms of the agreement and that the sale would go through the public sale process. Anderson stated that City of Waterloo is partnered with the Waterloo Schools for the redevelopment of former school sites, including the property in question. Blair Boynton, 6236 Kimball Avenue, expressed drainage concerns as their property is at the low end of the proposed development and potential flooding and sewer backup issues. Boynton emphasized that the area does not need more housing when Paradise Estates is unable to sell lots and furthermore if the proposed development is not affordable and there is not any population growth to justify it. Lin Moller, 320 West Orange Road, explained his background and his general displeasure with the project and how the City of Waterloo proceeded with the proposed development. Ewing described the purview and responsibilities of the commission -3 Page 553 of 865 Planning and Zoning Commission August 12, 2025 Kelly Walters, 130 W Orange Road, explained that the property in question has been in the area generationally and that there is no need for two subdivisions because Paradise Estates is not selling as expected. Gary Sadler, 6122 Kimball Avenue, expressed disagreement with the facts Hall and Hall Engineers presented and displeasure with lot plans. Melanie Lorenz, 124 W Orange Road, presented photos of the property in question and described it as a beautiful green space that is utilized. Garland Angove, 144 Windsor Drive, expressed the desire that what is already existing should be developed and to make the bidding process more open. Barbara Guenther, 6131 Kimball Avenue, stated that not everybody was made aware of this proposed development and how it will negatively affect families and the aesthetic of the neighborhood. Mike Henning, 138 Sidehill Drive, expressed that communication with the residents has been ignored and that the school system cannot handle the influx of students. Hunter Skogman, 417 1st Avenue, the applicant, clarified that not all 70 houses would be built at once and 15 houses would be built first as a part of Phase 1. Loren Hoffman, 1860 Boyson Road, addressed the neighborhood communication and green space preservation concerns. Ewing and Donat expressed understanding the sensitivity of the situation. Leistikow noted not being convinced of the practicality of the plan. Donat mentioned that he understands both sides of the request. It was moved by Donat, seconded by Ewing, to close the public hearing. Motion carried unanimously. The hearing was closed at 6: 00 p.m. It was moved by Poe and seconded by Donat to recommend approval of a request by Midwest Development Co. on behalf of the City of Waterloo to rezone approximately 24.27 acres from "R-1" One and Two Family Residence District to "R-1, R-P" Planned Residence District to construct 70 homes located south of Orange Road and west of Kimball Avenue with the following conditions: 1) That the property be limited to single-family homes; 2) That a sidewalk be installed along all street frontages, including West Orange Road and Kimball Avenue and 3) That the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried 4-2 (with Leistikow and Donat voting no). -4- Page 554 of 865 Planning and Zoning Commission August 12, 2025 D. Plat 1. Request by Hall and Hall Engineers, Inc., on behalf of Midwest Development Co., for the Preliminary Plat of Highland Meadows Addition for the creation of 71 lots (proposed to be rezoned to "R-1, R-P") located south of Orange Road and west of Kimball Avenue. The item was discussed under C-1. It was moved by Schoborg and seconded by Donat to recommend approval of a request by Hall and Hall Engineers, Inc., on behalf of Midwest Development Co., for the Preliminary Plat of Highland Meadows Addition for the creation of 71 lots (proposed to be rezoned to "R-1, R-P') located south of Orange Road and west of Kimball Avenue. Motion carried 4-2 (with Leistikow and Donat voting no). 2. Request by VJ Engineering on behalf of 3 Stooges, LLC for the Final Plat of Martin Road Subdivision, a 3-lot commercial subdivision in the "M-2, P" Planned Industrial District located at 1330 — 1350 Martin Road. Tummala gave the staff report recommending approval of the request. It was moved by Donat and seconded by Ewing to recommend approval of a request by VJ Engineering on behalf of 3 Stooges, LLC for the Final Plat of Martin Road Subdivision, a 3-lot commercial subdivision in the "M-2, P" Planned Industrial District located at 1330 —1350 Martin Road. Motion carried unanimously. V. Discussion The Commission and Planning Staff discussed the budget and financial reports. The next meeting of the Planning, Programming, and Zoning Commission will be held on September 9, 2025. VI. Adjournment It was moved by Ewing and seconded by Shirk to adjourn the meeting at 6:17 pm. Motion carried unanimously. Respectfully submitted, Adarsh Tummala, Planner I -5 Page 555 of 865 MINUTES CITY OF WATERLOO, IOWA PLANNING, PROGRAMMING, AND ZONING COMMISSION REGULAR MEETING - 4:00 P.M. SEPTEMBER 9, 2025 The regular meeting of the Waterloo Planning, Programming, and Zoning Commission was called to order by Chairperson Leistikow at 4:00 p.m. via Zoom and in person in the Harold E. Getty Council Chambers at Waterloo City Hall. Members present were: Cody Leistikow, Jessica Rucker, Kristen Schaefer, Eric Donat, Brandon Schoborg, Eric Poe, Scott Voigt, and Janelle Ewing. Members present electronically were: None (one position is vacant). Members absent were: Phillip Shirk. Others present were: Rob Nichols — City Council Liaison; Aric Schroeder, Adarsh Tummala, Joseph Geilman, and John Dornoff — Planning Department; Jamie Knutson — City Engineer; and four citizens. Others present electronically: Dave Boesen — City Council Liaison. I. Approval of the Agenda It was moved by Ewing and seconded by Schoborg to approve the agenda. Motion carried unanimously. II. Approval of the Minutes from the regular meeting on August 12, 2025. It was moved by Donat and seconded by Poe to approve the amended minutes of the August 12, 2025, meeting, fixing the names of Scott Voigt and Kristin Schaefer. Motion carried unanimously. III. Oral Presentations Dan Alton, Waterfall Plaza LLC, stated he attended last month's meeting by Zoom due to being unavailable and thought that if an item were tabled at the previous meeting, it would be back on the agenda today. Altman felt that when it was on the agenda last month, there was little discussion about the item, and he went over the reason for the request for vacating Cedar Street, and that his building currently does not have enough parking. Leistikow stated that the building itself is historical, there are a lot of things happening in downtown, and good communication between Mr. Alton and the staff will find a solution. Alton stated he can find someone to come up with a diagram on what the vacated area will look like. Jessica Rucker introduced herself as the newest member of the Commission. IV. New Business A. Hearings — Site Plan Amendments 1. Request by Pella Building Systems on behalf of BKKS Holdings for a Site Plan Amendment to construct a storage facility in "M-2, P" Planned Industrial District located east of 155 Warp Drive. It was moved by Donat and seconded by Schoborg to receive and place on file the statement of verification at 4:15 p.m. Motion carried unanimously, and Leistikow declared the hearing open. Page 556 of 865 Planning and Zoning Commission September 9, 2025 Tummala read the staff report recommending approval of the request with the following condition: that the final site plan meets all applicable city codes, regulations, and other requirements, including, but not limited to, parking, landscaping, and drainage. Leistikow stated that this looks like a storage area; therefore, it should not interfere with the airport. It was moved by Ewing, seconded by Donat, to close the public hearing. Motion carried unanimously. The hearing was closed at 4:21 p.m. It was moved by Ewing and seconded by Donat to recommend approval of a request by Pella Building Systems on behalf of BKKS Holdings for a Site Plan Amendment to construct a storage facility in "M- 2, P" Planned Industrial District located east of 155 Warp Drive with the following condition: That the final site plan meets all applicable city codes, regulations, etc., including, but not limited to, parking, landscaping, drainage, etc. Motion carried unanimously. B. Other 1. Request by E & A Properties, LLC for an appeal of the City Engineer to allow for automobiles to be parked in the City -owned right-of-way of West 16th Street northeast of Jefferson Street in the "M-1" Light Industrial District. Dornoff read the staff report recommending approval of the request with the following conditions: 1) The parking area would need to graded, drained and hard surfaced per Section 10-25-2(D) of the Zoning Ordinance and meet specifications of the city engineer; 2) The parking area will not block the sidewalk or street system in the area and 3) The parking area cannot interfere with the overhead power lines along West 16th Street. Nick Brewer, Brewer Civil, LLC, engineer for the applicant, was available to answer questions. Donat asked if a sidewalk being in place would be needed for those coming to this property, to which Schroeder responded that there is an existing sidewalk on Jefferson Street, and there is no sidewalk on West 16th Street on either side, and with requests similar to this they have required sidewalks but it was determined that those were on streets that had 80 feet of right-of-way while West 16th Street only has 65 feet of right-of-way but noted that there is a utility pole along West 16th Street will need to be taken into consideration. Donat asked if this request would affect the schools and the park, to which Schroeder responded that they would not be affected. Boesen asked if we could get a commitment from the applicant that they are going to hard surface and not ask for a variance from the Board of Adjustment, to which Brewer stated they will be hard surfacing. It was moved by Schoborg and seconded by Ewing to recommend approval of a request by E & A Properties, LLC for an appeal of the City Engineer to allow for automobiles to be parked in the City - owned right-of-way of West 16'h Street northeast of Jefferson Street in the "M-1 "Light Industrial District with the following conditions: 1) The parking area would need to graded, drained and hard surfaced per Section 10-25-2(D) of the Zoning Ordinance and meet specifications of the city engineer; 2) The parking area will not block the sidewalk or street system in the area and 3) The parking area cannot interfere with the overhead power lines along West 16th Street. -2- Page 557 of 865 Planning and Zoning Commission September 9, 2025 V. Discussion The next meeting of the Planning, Programming, and Zoning Commission will be held on October 14, 2025. VI. Adjournment It was moved by Schoborg and seconded by Ewing to adjourn the meeting at 4:35 pm. Motion carried unanimously. Respectfully submitted, John Dornoff, Planner II -3 Page 558 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE City Clerk Department November 17, 2025 AGENDA ITEM TITLE Liquor Licenses Aldi #33, 1918 Schukei Road, Class B w/Sunday Sales (Renewal) 11/20/2026. Starbeck Smokehouse, 250 Westfield Avenue, Class C w/Outdoor Service and Sunday Sales (New) 11/14/2026. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS None Page 559 of 865 Page 560 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Engineering Department November 17, 2025 AGENDA ITEM TITLE Bonds. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. BONDS FOR COUNCIL APPROVAL 11.17.2025 Page 561 of 865 RIGHT OF WAY BONDS FOR COUNCIL APPROVAL November 17, 2025 101671263 CORKERY CONCRETE LLC DBA LISTER CONCRETE PRODUCTS EVANSDALE, IA IA 509356 LEHMAN TRUCKING & EXCAVATING WATERLOO, IA B150086725 RUBEN CASTRO AGUIRRE WATERLOO, IA Page 562 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT MEETING DATE Finance Department November 17, 2025 AGENDA ITEM TITLE Resolution approving award of hotel/motel tax council discretionary funds to the North East Iowa Food Bank Inc in the amount of $25,000.00. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. NEIFB Council HM Grant App 2025 2. NEIFB Hotel Motel Budget FY26 3. NEIFB W-9 Form Page 563 of 865 4. NEIFB 501 C3 Page 564 of 865 CITY OF A, kWeATER LO0 Community of Opportunity Waterloo City Council Discretionary Hotel -Motel Grant Application The City of Waterloo is offering grants to non-profit entities for projects and community events that support tourism, quality of life and which bring people to Waterloo's downtown area. Grant funds are made possible through Hotel/Motel tax funds received by the City of Waterloo. City Ordinance states 10% of the revenues generated from the Hotel -Motel Tax can be used as discretionary dollars of the City Council to enhance projects that support several defined areas. To apply, please complete the following application and either mail or email to: City of Waterloo Finance Dept., City Hall, 715 Mulberry St., Waterloo, Iowa, 50703 bridgett.wood@waterloo-ia.org Incomplete applications will be returned. 1. General Information (It is highly recommended that applications be typewritten. Use a separate sheet of paper, if necessary): Name of organization Northeast Iowa Food Bank Name of facility/projectFunding following Government Shutdown Contact personAbby Turpin Email aturpin@neifb.org Address of organization or person completing application: Street 1605 Lafayette St cityWaterloo State IA Zip 50703 Phone319-235-0507 Fax: 319-235-1027 Page 565 of 865 2. Please describe your project in detail a) Explain the project as though you were telling a complete stranger. b) Please be specific how the grant monies will be used in the overall project. We at the Northeast Iowa Food Bank believe that food is a basic human right. For more than 17,000 people in Black Hawk County, food insecurity is a daily occurrence. For 1 in 5 kids, food insecurity is real. As we move into the holiday season, requests for assistance are expected to remain high. The Food Bank serves 127 partner agencies across 16 counties in northeast Iowa, with eight programs, including four that focus specifically on feeding kids in the communities we serve. With the recent end of the federal government shutdown and the resumption of SNAP (Supplemental Nutrition Assistance Program) benefits, the Northeast Iowa Food Bank (NEIFB) is grateful for progress but is urging the community to understand one critical reality: the need remains. In just the last week, the number of services provided for the Cedar Valley Food Pantry and 7 partner agencies in Black Hawk County was 36 percent higher than it was the first week of October. Total services were over 1,700. Ten percent of those using the Cedar Valley Food Pantry last week had not been to the pantry for at least 5 months. Page 566 of 865 3. What is the mission of your organization? The mission of the Northeast Iowa Food Bank is to provide nutritious food and grocery products to nonprofit organizations and individuals in Northeast Iowa, while offering hunger education programs to the community and those in need. The Food Bank strives to provide every missing meal to those facing food insecurity in our 16-county service area. We go above and beyond the minimum meals that we re expected to provide for individuals, as determined by Feeding America, to build healthy communities. To accomplish, the Food Bank integrates the following long-term strategies: Lead: Increase awareness through advocacy, donor relations, and community involvement Feed: Increase meals served throughout our service area Strengthen: Increase capacity of staff, volunteers, agencies, and the Food Bank 4. How long has your organization been in existence? This year marks the 44th year of the Northeast Iowa Food Bank. 5. How many staff members and/or volunteers are involved in this organization and the project? We currently have 42 full-time staff members at our Waterloo site, and last year alone, 10,950 volunteers contributed nearly 35,500 hours of service. 6. Please indicate all the categories that your projects supports: riCategory 1 — Supports tourism and heads on beds Category 2 — Supports and assists community events Category 3 — Brings people downtown Category 4 — Supports Waterloo quality of life 7. Please provide a detailed description of your project, together with a statement of how your project fits into one or more of the above listed 4 categories. The Northeast Iowa Food Bank provides a better quality of life for all people, especially when they need it most. Our organization and our partners work hard to close the meal gap when government resources are not there. The government shutdown has hurt our ability to feed communities, but we continue to keep those we serve at the center of everything we do. The funds provided will be used for NEIFB to sustain the impact that has already been established in Black Hawk County for over 40 years. We need to keep up with the demand to enhance quality of life for anyone who walks through our doors, and this support will help us continue our vision of "Every Meal. Every Day. Everyone." Page 567 of 865 8. If your project has or will continue for more than one year, please explain your plans for financial sustainability N/A 9. Give an estimate of how you plan to measure the success of the project The Northeast Iowa Food Bank tracks meals served through our software program, Ceres, where we monitor the amount of food coming in and going out through all Food Bank programs in Waterloo. It is recorded in pounds and converted to meals using the USDA conversion of 1.2 pounds per meal. This conversion will give us an accurate count of how many meals these funds will provide the residents we serve in Black Hawk County. 10. Describe specifically how the proposed project will be marketed. The Northeast Iowa Food Bank encourages supporters to give and advocate through direct mail, events, and social media. We also partner with radio and TV outlets to share transparent information about the need and invite the community to take action. In addition, we work with local elected officials and mayors to highlight the human impact of their support. Page 568 of 865 11. Please provide a detailed description of the budget. Please include information about additional funding sources, income and how the hotel/motel tax grant fits into the overall budget. Document will be sent to the email address provided. 12. Please include in your submitted materials: • Tax exempt status • W-9 form 13. We ask that you will submit a single page final report detailing the results of your project one month after the completion of the project. If you do not submit your final report within a month after completion you will not be eligible for further funding. • Were your intended goals for the project met? Please provide details. • How were the funds spent? Please be specific. BUDGET SUMMARY: Total Project Cost Additional Funding Sources In -Kind Services Hotel/Motel Tax Grant Request $100,000.00 $ 75,000.00 $ $25,000.00 Please note: Additional Funding Sources, In -Kind Services and Hotel/Motel Tax Grant Request must equal Total Project Cost. I have reviewed this Application for Hotel/Motel Grant Funds from the City of Waterloo. The information contained in this application plus any attachment(s) is accurate and complete to the best of my knowledge. The Hotel/Motel Tax Grant Funds are to be used for the express purpose as stated in the Grant Application. I, the undersigned, fully understand that if this program/project does not transpire, Waterloo City Council's recommendation for funding will be withdrawn and my organization will be responsible for refunding any portion of funds already received. if n 11/14/2025 Sigdatui'e App ant Date Page 569 of 865 Waterloo Hotel Motel Discretionary Project Budget FY26 Total Project Cost $ 100,000.00 Additional Funding Sources 75,000.00 In -Kind Services - HoteVMotel Tax Grant Request 25,000.00 Project Expenses Salaries $ 26,300.06 Salaries for Direct Program staff time to operate and manage the program/project Benefits 5,523.01 Benefits for Direct Program staff time to operate and manage the program/project Technology Fees 1,636.02 Allocated portion of technology/software fees required for proper receiving/distributing/inventory of program food Business Insurance 1,200.00 Allocated portion of required business insurances associated with operating NEIFB food programs, such as vehicle insurance and products liability insurance Building Maintenance 750.00 Allocated portion of maintenance in food storage warehouse Vehicle Maintenance & Fuel 1,000.00 Allocated portion of fleet costs for transporting program food to partners and agencies Equipment Maintenance 300.00 Allocated portion of food warehouse equipment repairs Utilities 1,400.00 Allocated portion of program utility costs Printing 50.00 Allocated portion of program printing costs Supplies 850.00 Allocated portion of program supplies Program/Services - Food 50,000.00 Food purchased to cover additional needs of the Cedar Valley Food Pantry, programs, and partner agencies Program/Services - Food Freight 1,900.00 Food Freight costs to cover additional needs of the Cedar Valley Food Pantry, programs, and partner agencies Admin 9,090.91 Administrative and operational support costs for project oversight, reporting, proper accounting, etc. Total Project Expenses $ 100,000.00 Page 570 of 865 Form -9 (Rev. March 2024) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification Go to www.irs.gov/FormW9 for instructions and the latest information. Give form to the requester. Do not send to the IRS. Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. Print or type. See Specific Instructions on page 3. 1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.) Northeast Iowa Food Bank 2 Business name/disregarded entity name, if different from above. 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes. 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Individual/sole proprietor NI C corporation . S corporation Partnership . Trust/estate . . • LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) . . Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check box for the tax classification of its owner. • Other (see instructions) for the tax the appropriate Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any) 3b If on line 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "P" as its tax and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, this box if you have any foreign partners, owners, or beneficiaries. See instructions classification, check (Applies Ires to accounts maintained outside the United States.) I. 5 Address (number, street, and apt. or suite no.). See instructions. 1605 Lafayette Street Requester's name and address (optional) 6 City, state, and ZIP code Waterloo, Iowa 50703 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. Social security number or Employer identification number 4 2 1 1 6 9 6 4 8 Part ll Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of se ured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividenc�4you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign Here Signature of U.S. person General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. Date New line 3b has been added to this form. A flow -through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow -through entity in which it has an ownership interest. This change is intended to provide a flow -through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Cat. No. 10231X Form W-9 (Rev. 3-2024) Page 571 of 865 Internal Revenue Service P.O. Box 2508 Cincinnati, OH 45201 Department of the Treasury Date: April 4, 2014 Person to Contact: Vaida Singleton — ID# 0203345 Toll Free Telephone Number: NORTHEAST IOWA FOOD BANK INC 877-829-5500 PO BOX 2397 Employer Identification Number: WATERLOO IA 50704-2397 42-1169648 Dear Sir or Madam. This is in response to your request for information regarding your tax-exempt status. Our records indicate you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in December 1981. Our records also indicate you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/charities for information regarding filing requirements. Specifically, note that section 6033(j) of the Code automatically revokes the tax -exemption of any organization that fails to satisfy its filing requirement for three consecutive years. The automatic revocation of exemption is effective as of the due date of the third required annual filing or notice. The IRS maintains a list of organizations whose tax- exempt status was automatically revoked at IRS.gov. If you have any questions, please call the phone number in the heading of this letter. Sincerely, 47: —4:1.114‘4411) .gerk01440 Tamera Ripperda Director, Exempt Organizations Page 572 of 865 Intern !Revenue Service Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Date: October 2, 2000 Person to Contact: Gordon Schnur 31-02345 Custorrfer Service Specialist Northeast Iowa Food Bank Inc. Toll Free Telephone Number: 106 E. 11 th St. 8:00 a.m. to 9:30 p.m. EST Waterloo, IA 50703-4830 877-829-5500 Fax Number: 513-263-3756 Federal Identification Number: 42-1169648 Dear Sir or Madam: This letter is in response to us receiving your organizations Amended Articles of Incorporation changing your organization's name to what is shown above. Our records indicate that a determination letter issued in December 1981 granted your organization exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect. Based on information subsequently submitted, we classified your organization as one that is not a private foundation within the meaning of section 509(a) of the Code because it is an organization described in section 509(a)(1) and 170(b)(1)(A)(vi). This classification was based on the assumption that your organization's operations would continue as stated in the application. If your organization's sources of support, or its character, method of operations, or purposes have changed, please let us know so we can consider the effect of the change on the exempt status and foundation status of your organization. Your organization is required to file Form 990, Return of Organization Exempt from Income Tax, only if its gross receipts each year are nomlally more than $25,000. If a retum is required, it must be filed by the 15th day of the fifth month after the end of the organization's annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable cause for the delay. All exempt organizations (unless specifically excluded) are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more paid to each employee during a calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are not subject to the excise taxes under Chapter 42 of the Code. However, these organizations are not automatically exempt from other federal excise taxes. Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Page 573 of 865 -2- Northeast Iowa Food Bank Inc. 42-1169648 Your organization is not required to file federal income tax returns unless it is subject to the tax on unrelated business income under section 511 of the Code. If your organization is subject to this tax, it must file an income tax return on the Form 990-T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of your organization's present or proposed activities are unrelated trade or business as defined in section 513 of the Code. The law requires you to make your organization's annual return available for public inspection without charge for three years after the due date of the return. You are also required to make available for public inspection a copy of your organization's exemption application, any supporting documents and the exemption letter to any individual who requests such documents in person or in writing. You can charge only a reasonable fee for reproduction and actual postage costs for the copied materials. The law does not require you to provide copies of public inspection documents that are widely available, such as by posting them on the Internet (World Wide Web). You may be liable for a penalty of $20 a day for each day you do not make these documents available for public inspection (up to a maximum of $10,000 in the case of an annual return). Because this letter could help resolve any questions about your organization's exempt status and foundation status, you should keep it with the organization's permanent records. If you have any questions, please call us at the telephone number shown in the heading of this letter. This letter affirms your organization's exempt status. Sincerely, g#x-izq John E. Ricketts, Director, TE/GE Customer Account Services Page 574 of 865 -ric Director 0a ta:1 1 D C C ISd I Cedar Valley Food Bank 505 Franklin Scree c Idacerloo, Icva 50703 Dear Applicant: Internnal H.cvc=uc Scrr_cc, �I PC 3.occ 1123, Czn al Scac'�q n Sc.. Louis, 110 63193 Ennp(erte tecntifccaticn Hum. Applied For Accountin4 ruiad En ins Dece=hr 31 foututu:4u* Slates C.usi4cnies 509 (a) (1) Au rr- o {in Pra�Endz D croher 31, 1983 p (tau John koppe C.:nuct Telapnana ftumtw. 314-425-5c5i • Based on info c-;aLion supplied. and assuming your operrtions\wi11 be as stated. in your application far recognition or exemption_ we have determined you art ezeapt fcom Fed,e.-al income tax under•saction 501(c)(3) of the InLe:gal eever.ce Coca. Because you are. a newly created organization. we are not now wak_r.3 a f_nLl deterlai. ation of you- foundation status under section 509(a) or the Cade. Neraver. we have deter -•._nay' t;.a_ you can reasonably be expected to be a publicly stpcorted or6a li_:.tion desc.-:bad in aect:on 170(b) CI) CA.) (vi) and 509Ci) 0.1. Aczord:,nggly. you wi11 be treated as a publicly supported orbaaizat:on, and oat a5 a p:-ivata foundation, during an advance ruling' period. This advance. Luling period begins on the data of7 ycur inception and ands on. the date shown above. Within SO days ar_ar tnha and of your advance ruling pri.od. you oust su tit to Lis in Ccr._ation"noeded to de Laraine whether you have raze the requirEuents of the appl_cabia surpor: test during the advance ruling period. If you establish that yau have been a publicly supcor:ad organization. you will be class ified'a-s a sactiaa r09(a) (1) or Su9(a) (2) organization as long as you, continua to weer t;e raqulra=antes (Jr_ trio applicable aupport teat. If you do not erect the public supper_ raqulrneen:: durinz the c.dv.ante ra'__ng period. yau will be classified as a private foundation for Suture periods. A'_so if you are classified as a private foundation, you will be -treated a : a. private foundation frc= the date of your inception for purpana: of a actia507(d) and. 4940. Cran:.ara and donors :ay rely on tho datar=insttan that you era not a. pr;,rita roundzt:.on until 90 0.2.y1 attar the end of your advance ruling period_ If yau the roquirad intarca:_an within tha 90 day=• g:...ntors and donarn nay continua to raly on the advan ca de carni^.at,on until thu Sdr--ice cakes a final ciatar^aiaatiaa of your foundation atzt:;_s" Havever, if notice that you will no loager be traatad as a. =action 5CQ(.1Q)_" _• _ergani-,Lion i.� publi_shed in: the IntAr=a,l.Ravanue rantcri Ind danar3'':aJ`'nat'rely an" t'+1a3 dntec-inat:,on alter to :?.ata'af Jut:. • pub1icztign. 1.1no: a t r or''or danar nay not rely act thin detarasnetion it to or she yea= in part re=pc; ibla for. or yeas aware qf. the act or failure to act that ranul tad in your of =action 509 W CJ )' ntatu=, or acquired. anarledto tat the I.ntar~..sl Rev arua SdrvIca had g _van notice that you would be rcnovad fr..a c-1a-,-tifIcation an a. nec_ion. 54s(t1Q1 oc emotion_ •- - - 1114 Market Street, Sc_ Louis, ri0. 631J1 l.cttnr I045(Z,0) (5--7 ) Page 575 of 865 ~..=f'your sources of support. or your purposes. character, or method of oparat,on -.,..., `. -cyan ,e• .. p� Trio oL:xits ,.kno . as ,.a can consider the affect of the c-'�ang,e an your 1a-'Pt_3ta=ii d foun.atj.gn status. Also. you should inform u3 of all clan�es In your nziae ' a r addrdaz x• _3 Gana Willy. you a.ro •flat, liable far social security. (FICA) taxes unresx you Y1'_a a waiver e r sxemp Lion 'Certificate as provided in the Federal Insurance Contributions C..; Act. I f you have paid FICA taxes without filing the waiver, you should call us. You are not liable far the tax imposed under the Federal Unemployment. Tax Act (FifT..). - praa»_--ati'ansthat are not private foundations are not subject to the excise taxes under Chapter 42 or the Code. However. you are not automatically exempt from other Federal excise taxes. If you have any questions about excise. ecploynant, or Other Federal taxes, please let us 'know. - - *Donors may daduc. ncittriut_ons to you as prn•✓Lded in sector. 170 of the C--..49_ Bequests, legacies, devises. tronsCars. or gifts to you or for your usa are deductible for Federal os testa and gift tax purpo-us i f they poet the applicable provisions oC sections 2055, 2106. and 2522 of tna Code. You a:= required to file Fors 990, Return of Organization Exempt fro Income Tax only _r your gross receipts each year are normally more than 510,000. If a return is required, it must be filed by the I5th day of the fifth month after the e:id of yZ'_- ann:ual accounting period. Ti_u law imposes a penalty of 510 a day. up to a =axis . cC 55.000, when a return is f:izd late, unless there is reas:.r,=5le cause fcr the c'e_ly. i------- You era not required 1t6 file Fed_era'_ inco_e tax rat::_a ur.'_ess you. are subject to the tax on unrelated' busihess income under section 512. aC the Cade. If you are su'cject to this tax, you must file an income tax return an Far. 990-T. In this lat_ar. ve are r.ct determining whether any of your present or pccposad,act_vit_-s are ur_:e:a_ed trade or business as defined in section 51_1 of L_e Coda. Ycu need an ecployec identification number even Lr you h..ave no asployaes_ it a. employer identiC c_tion number v;s not entarad oil your application, a au:nor ,rill be a.-:ii; :=d to you and you -6,111 be advised or it_ Yivase use that iuu_bar an all rat::., ycu file and in all correspondence with tad Internal Revenue Service_ . Eac__se this letter could heio resolve any questiors about your exempt at=t::s z,:d faun .ticn status, . you. ahould keep it in you_ per=arrant records. - - — •. • If you.ba' e arf ,questions. please contact t_he pa rson whoatei na c.e and telephone 4 a bb �a r are- show-n-Ln tianiaad-ni or this letter. Sincerely your ..-e.,-____-."‘--et___::,-Zzi ..:-:;_ ... . 'Rab�ert� A- eF.'ci r~;1 = t^�_.r (j" t:,):mil_ - _ " lcttu�lA1`-(DU) (6--77) L Page 576 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving an American Rescue Plan Act Subrecipient Agreement with Iowa Heartland Habitat for Humanity in the amount of $500,000.00. RECOMMENDED COUNCIL ACTION Approval. SUMMARY STATEMENT AND BACKGROUND INFORMATION Transmitted is a request to approve a resolution to enter into an American Rescue Plan Act (ARPA) Subrecipient Agreement with Iowa Heartland Habitat for Humanity (IHHH) in the amount of $500,000.00. The City prioritized ARPA dollars for new housing, and providing this grant to Iowa Heartland Habitat for Humanity will allow them to continue investing in neighborhoods such as Walnut Historic Neighborhood and Churchrow Neighborhood, which are two neighborhoods they are primarily focused on. Other neighborhoods that are targeted are West Central, We Care, City View and Maywood. IHHH has been a good public/private partnership that has brought new housing opportunities to Waterloo, and the sites they are using are in areas where all infrastructure is in place. Granting these dollars to them directly correlates with the City Council's 2030 Vision Plan Elev8 Housing Policies. NEIGHBORHOOD IMPACT This grant will provide a substantial impact on neighborhoods that have seen disinvestment. All the infrastructure is in place to use, not requiring any extensions thereof, which is a Smart Growth Principle. DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS Page 577 of 865 SOURCE OF EXPENDITURES American Rescue Plan Act money. ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1 Subrecipient Agreement 2. Exhibit A - Elev8 Housing Policy 3. American Rescue Plan Agreement Page 578 of 865 AMERICAN RESCUE PLAN ACT SUBRECIPIENT AGREEMENT RECITALS This American Rescue Plan Act Subrecipient Agreement ("Agreement") is entered into by and between the Community Planning and Development Department for the City of Waterloo ("Department"), an instrumentality of the City of Waterloo, Iowa, a municipality, and Iowa Heartland Habitat for Humanity, whose address is 803 West 5th Street, Waterloo, Iowa (Subrecipient). WHEREAS, the Department has State and Local Fiscal Recovery Funds ("SLFRF") available to it for Revenue Loss (or Lost Revenue) pursuant to Sections 602 and 603 of the Social Security Act, as added by section 9901 of the American Rescue Plan Act of 2021 ("ARPA"). WHEREAS, the Department seeks to make one or more Grants to Subrecipient, said Grant or Grants to be funded by SLFRF-Lost Revenue funds, in the amount of $500,000.00, to enable Subrecipient to carry out certain eligible activities in compliance with applicable federal, state, and local laws and regulations on behalf of the Department. WHEREAS, the provision, development, rehabilitation, and preservation of affordable housing constitutes a traditional and essential governmental service that addresses the public and general welfare, safety, and health of the City, and is a proper or eligible use of SLFRF funds under the Revenue Loss / Lost Revenue category. AGREEMENT 1. Purpose and Intent. The purpose of the Agreement is to provide Grants to Subrecipient to enable the Subrecipient to undertake activities consistent with the City of Waterloo's Elevate Housing Policies, attached hereto as Exhibit A , including, but not limited to, the restoration, rehabilitation, and development of affordable residential housing. It is the intention of the parties that Subrecipient be cognizant of and comply with all applicable federal, local, and state laws, regulations, and guidance with respect to this Agreement, and its performance thereof, including but not limited to, the ARPA, its implementing regulations and interpretations, and related laws and regulations. Each property that Subrecipient performs activities on pursuant to this Agreement shall be referred to as a "Project." 2. Representations of the Subrecipient. Recognizing that the Department is relying hereon, the Subrecipient represents, as of the date of this Agreement, the following: (a) The Subrecipient is duly organized and has the full legal right and power to authorize, execute, and deliver this Agreement, to receive the Grant, to perform the terms of this Agreement. (b) Subrecipient, including its officers, employees, agents, and contractors, will comply with all applicable federal, state, and local laws, rules, regulations, and ordinances in Page 579 of 865 connection with this Agreement, and shall furthermore ensure that proper licenses or permits are obtained with respect to actions or activities performed in connection with this Agreement. (c) No action, suit, proceeding, inquiry or investigation, at law or in equity, before or by any court, public board or body, other than as disclosed to the Department in writing, is pending or, to the knowledge of the Subrecipient, has been threatened (1) seeking to restrain or enjoin the execution and delivery of this Agreement, or the undertaking of any Project or (2) contesting or affecting the validity of this Agreement. (d) The authorization, execution and delivery of this Agreement, and performance by the Subrecipient and of its obligations under this Agreement, will not constitute a breach of, or a default under, any law, ordinance, resolution, agreement, indenture or other instrument to which the Subrecipient is a party or by which it or any of its properties is bound. (e) Subrecipient shall inform the Department whether or not it is actively registered with the System for Award Management ("SAM") and of its Unique Entity Identifier ("UEI") or Taxpayer Identification Number ("TINS"). If Subrecipient is not registered with the System for Award Management ("SAM") they will be required to register and provide the Department with the foregoing information before Grants will be paid to it. {f) Subrecipient shall provide access to records and documents, and provide any additional information, as requested by the Department that it determines to be reasonably necessary for the terms of this Agreement to be effectuated or to comply with applicable federal, state, and local laws and regulations. (g) All information, reports, and other documents and data submitted to the Department in connection with this Agreement will be true, correct, and complete in all material respects. 3. Grant(s). The City agrees to make and the Subrecipient agrees to accept, on the terms and conditions stated in this Agreement, and consistent with the purposes and intent of the same, one or more Grants, the total amount of which shall not exceed $500,000.00. (a) Purpose, Scope, and Compliance with Applicable Laws and Regulations. Any Grant made available or paid to Subrecipient is an expenditure or use of SLFRF funds under the Revenue Loss category under the ARPA and its implementing regulations and interpretations. Any Grant made available or paid to Subrecipient is for the purpose of enabling Subrecipient to undertake, in compliance with all applicable federal, state, and local laws and regulations, activities consistent with the City of Waterloo's Elevate Housing Policies, attached hereto as Exhibit , including, but not limited to, the restoration, rehabilitation, and development of affordable residential housing. Subrecipient shall be knowledgeable of and comply with all applicable laws, rules, regulations, ordinances, and US Department of the Treasury interpretations and guidance, including but not limited to, and to the extent applicable, 2 C.F.R. Part 200 (containing administrative requirements, cost principles, and report and audit requirements). Without limiting the foregoing, Subrecipient shall ensure that required permits, licenses, and approvals are obtained in connection with its actions or activities in connection with or furtherance of this Agreement. Page 580 of 865 (b) Payment of Grant(s); Reporting. The Department shall pay a lump sum Grant in the amount of $500,000.00 within a reasonable time after executing this Agreement. In connection with Subrecipient's use of Grant funds, Subrecipient shall submit monthly reports to the Department that contain information regarding each Project undertaken, including but not limited to, the location of each Project, the activities or work performed for each Project, the amount of costs reasonably incurred for each Project, and shall further provide, upon request by the Department, information, records, and documents that substantiate the same. In any event, Subrecipient shall provide the Department with such other information, records, or documents with respect to Subrecipient's use of Grant funds or any Project as reasonably requested by the Department. (c) Schedule. The Subrecipient shall not expend any Grant funds after December 31, 2026. If, in its reasonable determination, Subrecipient is not going to be able to expend the all Grant funds paid to it under this Agreement, Subrecipient agrees to notify the Department in writing before June 30, 2026. Any Grant funds that remain unexpended as of as of June 30, 2026, must be returned to the Department unless, on or before June 30, 2026, the Subrecipient submits a satisfactory plan to expend the remaining fiends by December 31, 2026. (d) Fraud, Waste, and Abuse. Subrecipient shall report any real or apparent fraud, waste, abuse or other improper use of Grant funds received under this Agreement to the Department, which shall not be responsible for any expenditure by Subrecipient under the terms of this Agreement. Subrecipient shall be responsible for reimbursing any Grant funds used inconsistent with the terms of this Agreement to the Department Agency, and such funds shall be other than those provided to Subrecipient pursuant to this Agreement. 4. Termination and Remedies. {a) Termination by the Department. The Department, in its sole and absolute discretion, and with or without cause, may terminate this Agreement or any one or more Grants hereunder: (i) if the Subrecipient has failed to comply with or has breached any provision of this Agreement, including but not limited to, if the Subrecipient has failed to comply with or has breached any law, regulation, or ordinance applicable to any Project or any Grant; or (2) if any applicable law, regulation, or ordinance prevents any term under this Agreement from being performed. (b) Notice of Termination. In the event that the Department seeks to terminate this Agreement, then the Department shall provide the Subrecipient with written notice of termination of this Agreement. The termination of this Agreement shall be effective as of the date such notice of termination. (c) Return of Grant(s). Within 30 days of the termination of this Agreement, the Subrecipient shall return any and all unexpended Grant funds to the Department. (d) Recoupment; Recovery. Any and all Grant funds that are not used in compliance with the terms of this Agreement, including any and all applicable laws, regulations, or Page 581 of 865 ordinances, may be recovered by the City by way of recoupment or by way of commencing legal action against Subrecipient. 5. Recordkeeping. Subrecipient shall keep and maintain all documents and records relating to Subrecipient's receipt and use of any Grant paid to it for a period of seven years following December 31, 2026. 6. Indemnification. To the fullest extent permitted by law, the Subrecipient agrees to indemnify and hold harmless the Department and all of its officials, employees, and agents (collectively, "Indemnified Persons") from and against any and all losses, costs, damages, expenses, judgments, and liabilities of whatever nature (including, but not limited to, attorneys', accountants' and other professionals' fees and expenses, litigation and court costs and expenses, amounts paid in settlement and amounts paid to discharge judgments and amounts owed by an Indemnified Person) relating to or arising out of (i) the actual or alleged failure of the Subrecipient to comply with the terms of this Agreement, including but not limited to, the requirement that Subrecipient comply with all applicable laws or regulations, or with any other requirement or condition applicable to any Grant or the use thereof; or (ii) the operation or undertaking of any Project; provided that no indemnification shall be required of an Indemnified Person to the extent such losses are determined by the final judgment of a court of competent jurisdiction to be the result of the willful misconduct of such Indemnified Person. The provisions of this Section shall survive the termination, for any reason, of this Agreement. 7. Notices. Notice under this Agreement shall be in writing and shall be delivered in person, by overnight air courier service, by United States registered or certified mail, postage prepaid, and addressed: (a) if to City, 715 Mulberry Street, Waterloo, Iowa 50703, Attention: Mayor, with copies to the City Attorney and the Community Planning and Development Director; (b) if to Subrecipient, at 803 W. 5tt' Street, Waterloo, Iowa 50702, Attention: Executive Director. Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in person, (ii) one (1) business day following deposit for overnight delivery to an overnight air courier service which guarantees next day delivery, (iii) three (3) business days following the date of deposit if mailed by United States registered or certified mail, postage prepaid, or (iv) when transmitted by facsimile so long as the sender obtains written electronic confirmation from the sending facsimile machine that such transmission was successful. Upon mutual agreement, the parties may agree to any other form of or method of notice. 8. Limitations on Agreement and Grants. In the event that any of the provisions of this Agreement are determined by a court of competent jurisdiction, the City of Waterloo, the Department, or counsel for the City of Waterloo or the Department, to create or result in the creation of legal indebtedness of the City countable against the City's constitutional or statutory debt limitations, then this Agreement, the performance of this Agreement, and the enforceability of this Agreement shall terminate at the option of the Department, such option to be exercised by providing written notice of termination to Subrecipient. Additionally, in the event that the City of Waterloo, the Department, or counsel for either or both, conclude that any provision of this Agreement is unlawful or otherwise improper under existing and applicable federal, state, or local law or regulations, then this Agreement shall be terminated upon Department's written notice of termination to Subrecipient. A termination of this of this Agreement under this Section shall be Page 582 of 865 effective as of the date of the written notice of termination. 9. No Joint Venture. Nothing in this Agreement shall, or shall be deemed or construed to, create or constitute any joint venture, partnership, agency, employment, or any other relationship between the City and Company nor to create any liability for one party with respect to the liabilities or obligations of the other party or any other person. 10. Amendment, Modification, and Waiver. No amendment, modification, or waiver of any condition, provision, or term of this Agreement shall be valid or of any effect unless made in writing, signed by the party or parties to be bound or by the duly authorized representative of same, and specifying with particularity the extent and nature of the amendment, modification, or waiver. Any waiver by any party of any default by another party shall not affect or impair any rights arising from any subsequent default. 11. Severability; Reformation. Each provision, section, sentence, clause, phrase, and word of this Agreement is intended to be severable. If any portion of this Agreement shall be deemed invalid or unenforceable, whether in whole or in part, the offending provision or part thereof shall be deemed severed from this Agreement and the remaining provisions of this Agreement shall not be affected thereby and shall continue in full force and effect. If, for any reason, a court finds that any portion of this Agreement is invalid or unenforceable as Written, but that by limiting such provision or portion thereof it would become valid and enforceable, then such provision or portion thereof shall be deemed to be written, and shall be construed and enforced, as so limited. 12. Captions. All captions, headings, or titles in the paragraphs or sections of this Agreement are inserted only as a matter of convenience and/or reference, and they shall in no way be construed as limiting, extending, or describing either the scope or intent of this Agreement or of any provisions hereof. 13. Interpretation. This Agreement shall not be construed more strictly against one party than against the other merely by virtue of the fact that it may have been prepared by counsel for one of the parties. 14. Binding Effect. This Agreement shall be binding and shall inure to the benefit of the parties and their respective successors, assigns, and legal representatives. 15. Counterparts. This may be executed in multiple counterparts, each of which shall be deemed an original and all of which, taken together, shall constitute one and the same instrument. 16. Entire Agreement. This Agreement, together with the exhibits attached hereto, constitutes the entire agreement of the parties and supersedes all prior or contemporaneous negotiations, discussions, understandings, or agreements, whether oral or written, with respect to the subject matter hereof. Page 583 of 865 Community Planning and Deve i pme t Iowa Heartland Habitat Department for the City of W terloo, ;� a for Humanity Noel Anderson, Director Date: By: Name: Title: Date: Page 584 of 865 Exhibit "A" Elev8te Housing Policies 2025 1. Sale of City Residential Property Policy a. The overall Sale of Property Policy stays same for all City Property (2019). ➢ Infill Site — public or private lot within a subdivision that is at least 20 years old and over 60% of the subdivision has been built upon. ➢ For larger infill sites (i.e. Baltimore Field) staff will determine the eligibility of areas as infill if they require additional platting. ➢ Infill Site incentives may apply to any City -owned lots for residential construction. Note — all land will be sold through Development Agreements to state timeline for construction, design for construction, and note incentives by City, either TIF, ARPA, Nuisance Bonds, or Urban Revitalization (CURA or CLURA) or a combination of the incentives, to gain positive new housing units for the City of Waterloo. This process is for residential development of Infill Sites. Commercial/Industrial redevelopment of infill lots or sales will follow the Economic Development Policy Plan for the City of Waterloo. 2. Housing Construction/Rehabilitation a. City acquired housing units will be sent through Request for Proposal process to determine interest in rehabilitation of structures by any private parties. b. City reserves the right to work directly with a proven developer in targeted areas to strengthen their ability to work in area (i.e. Habitat in Walnut) v. the RFP process. This will also work to help move faster for some rehabilitations, as well as plan ahead for larger redevelopment strategies for neighborhoods as a whole. All sales require a hearing, so other parties have the right to come and state their interest. c. Privately acquired Infill Housing sites may apply for incentives as long as site meets criteria as an Infill Site. d. Privately acquired housing projects for rehabilitation may request city assistance for incentives for projects on a case -by -case basis. (See 48 for factors to consider). e. City -built homes, if applicable, would be sold through a standard sales realtor, or through a partnership if needed, similar to how City partnered with Hawkeye Community College in past. 3. Acquisitions for Housing a. The City will work with residential housing partners for the acquisition of homes for demolition or rehabilitation i. The City will use 657A when possible ii. The City will specifically work in Targeted Areas to help towards long-term planning for neighborhood revitalizations iii. The City may work throughout the community for select housing sites for new development, prioritizing abandoned and deteriorating structures, as well as those needing a higher and better land use 4. Will Sites incentives — a. New construction on eligible Infill Sites i. $5,000 per unit created upon Certificate of Occupancy ii. $7,500 per unit in Targeted Areas b. Rehabilitation on eligible Infill Sites i. $5,000 per unit on a case -by -case basis ii. $7,500 per unit in Targeted Areas, on a case -by -case basis The City Council will review all requests for assistance for rehabilitation. Key determining factors: ➢ If the site is in a Targeted Area — is the project rehabilitation in accordance with the larger planning efforts for neighborhood revitalization ➢ If the site is not in a Targeted Area o is the site worthy of 657A action o has it been abandoned o has it been vacant for an extended period of time o is it in deteriorating condition o is it better for demolition o owner /history of deterioration of structure c. New Infrastructure construction incentives i. The City has the ability to establish an Urban Renewal District (TIF District) over a site if needing to partner with a developer for a new subdivision type layout, whether on an Infill Site or greenfield site. ii. The City would establish such subdivisions with State Code regulations for timeline, and types of development to occur on -site or off -site or both, in regards to low to moderate income housing requirements. iii. Said goal would be to match incentives offered by abutting and adjacent communities for paying back 50% of infrastructure costs for the new roads, sewers, water, etc. within a 10-year timeline. iv. If an Infill Site would receive TIF incentives as noted for infrastructure, housing on the site would not be eligible for CURA or CLURA tax abatement incentives. Page 585 of 865 v. If an Infill Site would receive TIF incentives as noted for infrastructure, housing on the site would not be eligible for $5,000 or $7,500 per home infill incentive unless sold, and funding going to the new homeowner. d. Funding Sources for Infill Site and overall Residential Development objectives i. TIF funds — if the site is in an eligible TIF area, that has housing as a goal, said funds could be used ii. Bonds — the City has bonds for nuisance abatement and housing improvements annually, and said funds could be used city-wide iii. ARPA funds — the City has dedicated $2,041,277 in ARPA funds for housing projects including acquisitions, demolitions, infrastructure, inspections, as well as new construction and rehabilitations. 5. Targeted Areas — a. The City will work to establish Targeted Areas for concentration of needed new housing to help strengthen existing neighborhoods. b. Initial Target Areas i. Walnut Historic Neighborhood ii. Church Row Neighborhood iii. West Central Neighborhood iv. We Care Neighborhood v. City View Neighborhood vi. Maywood Neighborhood Page 586 of 865 AMERICAN RESCUE PLAN ACT MEMORANDUM OF AGREEMENT BETWEEN City of Waterloo and Community Planning and Development Department for City of Waterloo This Memorandum of Agreement (MOA) (hereinafter the "Agreement"), effective as of December 30, 2024 is made by and between City of Waterloo (Government Agency) and Community Planning & Development Department for City of Waterloo (Recipient) (Collectively the "parties"). This agreement demonstrates the parties' mutual understanding as to the use of funds (ARPA allocation of Lost Revenue) provided under the federal American Rescue Plan Act of 2021. This Agreement authorizes the use of ($2,041,277) from Government Agency City of Waterloo to Recipient Community Planning & Development Department for City of Waterloo. This Agreement shall be governed and construed in accordance with the laws of City of Waterloo (State/County/Municipality). WHEREAS, the federal government, pursuant to section 602 of Title VI of the Social Security Act established the Coronavirus State Fiscal Recovery Funds ("State Fiscal Recovery Funds"), as added by section 9901 of the federal American Rescue Plan Act of 2021 ("ARPA") provided moneys to City of Waterloo (State/County/Municipality) to use for expenditures to respond to the public health emergency or its negative economic impacts. WHEREAS, The Government Agency is authorized to provide funds to Recipient to undertake and carry out projects under the ARPA SLFRF program in compliance with all applicable local, state, and federal laws, regulations and policies; and WHEREAS, $2,041,277 (total) was appropriated in ARPA State Fiscal Recovery Funds (ARPA allocation of Lost Revenue) to be used by Government Agency. NOW, THEREFORE the Recipient understands and agrees as follows: 1.ARPA. The parties understand and agree that pursuant to the ARPA, as codified in 42 U.S.C. 802; and implemented in 31 C.F.R. 35.1 through 35.12. ARPA funds may only be used pursuant thereto. 2. Use of Funds. Government Agency will authorize disbursements of the $2,041,277(total) to Recipient, as needed for reimbursement, and shall direct proper accounting codes to be utilized. Government Agency reserve the right to request additional information and documentation prior to making disbursement. 3. Program Eligibility. Recipient agrees it will use the ARPA funds provided under this agreement as directed by Government Agency, pursuant to Treasury's ARPA SLFRF provisions, guidelines and regulations, and pursuant to the Scope below and any incorporated budget. Recipient further agrees to use funds for the purpose of fulfilling the project as described below: Page 587 of 865 SCOPE: The use of ARPA funds will work to ELEVATE HOUSING in the City of Waterloo through: ➢ acquisition and demolition of blighted and deteriorating structures in the community to help provide for infill neighborhood efforts to stabilize and restore housing investments for existing housing by eliminating the blighted and deteriorating structures to give way for new infill development and site clearance. ➢ infrastructure provision for new housing opportunities through new public utilities and public infrastructure for City operations, including but not limited to, new sewers, water, fiber, electric, gas, roads and other infrastructure to provide for shovel -ready housing lots. ➢ increased levels of safety —through needed public infrastructure projects such as public safety/ city buildings, and added inspections staff and the ability for the community to ensure safe and livable housing conditions for all residents through a Rental Registration Program. ➢ new construction and rehabilitation of housing in the community to provide varying levels of housing options and types through new multi -family, new row dwellings, for home ownership opportunities for all income levels where possible in the community. ➢ partnerships for all of the housing activities above to happen, through public -private agreements for new construction, for rehabilitation of structures, for acquisition and sale of homes for infill development and neighborhood revitalization efforts, working with, but not limited to, Habitat for Humanity, Hawkeye Community College, the Housing Trust Funds, and others. 4. Term. This Agreement shall be in effect through December 31, 2026 (period of performance), but Recipient's obligations for reporting, record retention and audit shall continue beyond the termination or expiration of this Agreement. 5. Availability. Per Treasury, all funds must be obligated no later than December 31, 2024, and expended by December 31, 2026. Funds provided under this agreement are hereby obligated. However, Recipient is bound by the "Term" of this agreement, and Recipient shall not incur any obligations to be paid with the funding after such period of performance ends. Funds remaining after December 31, 2026 will be returned to Grantor, and thereafter returned to the U.S. Treasury. 6. Reporting Requirements. Recipient shall meet all reporting requirements as provided by the United States Treasury, including 2 C.F.R. Part 200, provisions of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (the Uniform Guidance). Recipient shall provide timely and complete responses to requests from auditors and the Government Agency. Recipient shall provide access as requested to records and financial statements, and provide any additional information as reasonably requested. Recipient shall Page 588 of 865 provide reporting in the form and timeline required by Government Agency and such reporting form and timeline shall be incorporated into this agreement. 7. Subrecipient Management and Monitoring. Should Recipient engage with any subrecipients under this Agreement, Recipient shall comply with requirements outlined in 2 CFR 200.331 and 2 CRF200.332, 2 CFR 200 generally, and any other compliance requirements as specified under ARPA. 8. Procurement. All procurement requirements, including definitions provided by law, regulation, Treasury guidance or 2 CFR 200 or the like, and any additional guidance provided by the Government Agency, shall be followed relative to any vendors, contractors or the like. 9. Fraud, Waste, and Abuse. Recipient shall report any real or apparent fraud, waste or abuse or otherwise improper use of funds received under the terms of this Agreement to Government Agency, who shall not be responsible for any item or expenditure by Recipient or Subrecipient under the terms of this Agreement or any agreement between Recipient and Subrecipient. Recipient shall be responsible for returning any funds used for unauthorized purposes to Government Agency prior to final closeout of the award, from funds other than those provided by under this agreement or any other agreement between Recipient and Government Agency. 10. Record Retention. Recipient shall maintain and preserve sufficient records to demonstrate compliance with the grant and shall provide such records promptly upon written request. Such records shall be maintained not less than five (5) years after December 31, 2026. 11. Modification. This MOA may be modified by the written agreement of all parties. 12. Termination of Agreement. The Government Agency may terminate this Agreement, in whole or in part, if Recipient fails to comply with the conditions of the Agreement or subsequent amendments. In the event of termination, any portion of the funds not expended or encumbered at the time of termination shall be returned to Government Agency within thirty (30) days. GOVERNMENT AGENCY RECIPIENT Name: Quentin Hart Name: Noel Anderson Title: Mayor Title: Community Planning & Development Director Address: 715 Mulberry Street, Waterloo Iowa Address: 715 Mulberry Street, Waterloo Iowa 50703 50703 Authorized Signature: Authorized Signature: Date: Date: Page 589 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving First Amendment to the 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract for city -owned lots generally acquired through Iowa Code 657A, changing the term of the Contract from April 19, 2025 to April 18, 2026. RECOMMENDED COUNCIL ACTION approval SUMMARY STATEMENT AND BACKGROUND INFORMATION The City of Waterloo through its Dilapidated Housing Task force has acquired properties over the last several years using Iowa Code 657A. A majority of the properties where demolished, with some being sold with development agreement and rehabilitated, and some still awaiting to be demolished. Lots owned by the City of Waterloo must be maintained, including snow removal. This was bid out in November of 2023 and the City hired B&B Lawn Care Inc of Waterloo, Iowa under a 2 year snow removal contract. This amendment would extend the contract for one additional snow removal season, with no additional changes to the contract, including the current contract price of $19.46 per property per occurrence. There are approximately 225 lots with sidewalk that require snow removal. Staff is proposing too extend the contract for an additional year, and would re -bid out the contract before the subsequent snow removal season. NEIGHBORHOOD IMPACT The request will have a positive impact on neighborhoods by ensuring City owned lots with sidewalks are cleared of snow during snow events this winter. DATA, ANALYSIS, AND STRATEGIES Property Maintenance IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES Nuisance abatement ALTERNATIVE ACTION Page 590 of 865 LEGAL DESCRIPTION ATTACHMENTS 1. First Amendment to 2023-2025 Planning and Zoning Snow Removal Contract contractor signed 2. B&B Lawn Care - 2023-2025 Snow Removal Contract signed 3. 2023-2025 Planning and Zoning Snow Removal RFB Page 591 of 865 First Amendment to 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract This First Amendment to the 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract (the "Amendment") is entered into as of November 3, 2025 by and between the City of Waterloo, Iowa ("City") and B & B Lawn Care Inc. ("Contractor"). A. WHEREAS, Contractor and City are parties to a certain Contract dated November 20, 2023 (the "Contract") concerning snow removal of various City owned properties, which Contract noted the term of the Contract shall be from November 20, 2023 through April 19, 2025. B. WHEREAS, the parties desire to enter into this First Amendment to the Contract. NOW, THEREFORE, in consideration of the premises and of other consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereby agree to amend the Contract as follows: 1. The term of the Contract is hereby extended from April 19, 2025 to April 18, 2026. Except as amended herein, the Contract shall continue unmodified in full force and effect. IN WITNESS WHEREOF, the parties have executed this First Amendment Contract for Snow Removal by their duly authorized representatives as of the date first set forth above. CITY OF WATERLOO, IOWA By: B & B LAWN CARE INC. Quentin Hart - Mayor ' obert Adams Attest: Kelly Felchle -City CIerk Page 592 of 865 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract This Contract for Snow removal (the "Contract") is made and entered into on November 20, 2023, by and between the City of Waterloo, Iowa (the "City"), and B & B Lawn Care Inc. (the "Contractor"). The term of the Contract shall be from November 20, 2023 through April 19, 2025. 1. The Contractor shall furnish all supervision, technical personnel, labor, materials, supplies and equipment to perform all work required for the Contract work as described in the Specifications for 519.46 per property per occurrence. The Contractor has been provided the current list of properties requiring snow removal under this Contract, however the list of properties may fluctuate as the City acquires or sells properties. 2. The Contract Documents shall consist of the following: a) This Contract b) Request for Bid c) Notice of Hearing and Notice to Bidders d) Signed Response (Bid) from Contractor These documents form the Contract Documents and are all fully incorporated as a part of this Contract as if attached to this Contract or set forth in full herein. In the event of any conflict or ambiguity among the Contract Documents, the document in the order set forth above that first addresses the issue or provision in question shall govern. 3. The Contractor agrees to commence the work within twenty-four (24) hours after the City issues a "Notice to Proceed" and to complete the work within the given time frame. Time is of the essence in the performance of duties under this Contract. The Contractor also agrees to the following: a) Contractors will abide by ordinance section 7-1-2(B)(1). Contractors will not be permitted to transfer snow onto or across any city street or alley. 1n the event snow is transferred into the street, it shall be removed by the Contractor. b) In the event the Planning and Zoning Department finds that the Contractor did not fulfill its obligation, the Contractor will be required to go back to the property at no additional cost to the City. c) During snow removal the sidewalks will be cleared the width of the sidewalk and to the concrete unless ice prevents such removal. In the event the ice is unable to be removed the Contractor will be required to lay down sand, salt, or a mixture of both. 4. The Contractor agrees to comply with and obey all ordinances of the City of Waterloo relating to the obstruction of streets and alleys, keeping open passageways for water and traffic, and maintaining proper and sufficient barricades with lights and signals during all hours of darkness. 5. Except as to any negligence of City, its officials, officers, employees or agents in the performance of any duty under this Contract, and to the extent not covered by insurance maintained by Contractor, Contractor agrees to defend and indemnify City, its officials, officers, employees and agents, and to hold same harmless, from and against any and all claims, demands, causes of action, losses, costs, or liabilities whatsoever, including but not limited to reasonable attorneys' fees and expenses, arising from or in connection with the acts or omissions of Contractor in performing the work contemplated by this Contract. This will include but is not limited to actions or suits based upon or alleging bodily injury, including death, or property damage rising out of or resulting from the Contractor's operation under this Contract, whether by itself or by any subcontractor or anyone directly or indirectly employed by any of them. Contractor is not and shall not be deemed an agent or employee of the City. Page 593 of 865 6. Contractor shall be responsible for all damage to public or private property. If public or private property is damaged by Contractor and is not repaired in a timely manner as determined by City, City has the option of having the damage repaired at the Contractor's expense, to be reimbursed to the City or withheld from future payments to Contractor hereunder. 7. The Contractor shall have no cause of action against the City on account of delays and prosecution of work, but the work is delayed by the City, the Contractor may have extra time for the completion of the job as was lost by reason of the delay caused by the City. 8. The City, at its sole discretion and without waiving any claims or rights, may allow for partial payment for the work included on an invoice for which all services have been delivered or accepted. The City may withhold payment for reasons including, but not limited to, the following: unsatisfactory job performance or progress, defective work, disputed work, failure to comply with material provisions of the Contract, third -party claims filed or reasonable evidence that a claim will be filed, or other reasonable cause. 9. In the event that Contractor defaults in the performance or observance of any covenant, agreement or obligation set forth in this Contract, and if such default remains uncured for a period of seven (7) days after notice thereof shall have been given by City to Contractor, then City may declare that Contractor is in default hereunder and may terminate this Contract by delivery to Contractor of written notice of termination, and/or take whatever other action at law or in equity may be necessary or desirable to enforce the obligations and covenants of Contractor hereunder. Contractor shall be entitled to only one such notice, and in connection with any subsequent breach then City may terminate this Contract upon seven (7) days' advance written notice. In the event of termination, the Contractor shall be compensated for all necessary services performed through the termination date. No delay in enforcing the provisions hereof as to any breach or violation shah impair, damage or waive the right of City to enforce the same or to obtain relief against or recover for the continuation or repetition of such breach or violation or any similar breach or violation thereof at any later time or times. In the event that City prevails against Contractor in a suit or other enforcement action hereunder, Contractor agrees to pay the reasonable attorneys' fees and expenses incurred by City. 10. In addition to paragraph 9 above, this Contract may be terminated at any time, in whole or in part, upon the mutual written agreement of the parties. City may also choose to terminate this Contract at any time without cause by delivering to Contractor twenty-one (21) days' advance written notice of termination. 1 i . Contractor may not assign. delegate or subcontract any of its duties hereunder without the prior written consent of City. 12. Because time is of great importance when completing snow removal, the Contractor must notify the City of Waterloo at least two (2) weeks in advance including who will be filling in for them for any planned time off. 13. Any notice under this Contract shall be in writing and shall be delivered in person or by United States Post Office registered or certified mail, postage prepaid and addressed: City Contractor City of Waterloo, Iowa 715 Mulberry St. Waterloo, Iowa 50703 Attn: Planning Department Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in person, or (ii) three (3) business days following the date of deposit if mailed as stated above. Page 594 of 865 14. Nothing in this Contract shall, or shall be deemed or construed to, create or constitute any joint venture, partnership, agency, employment, or any other relationship between the parties nor, except as expressly set forth herein, to create any liability for one party with respect to the liabilities or obligations of the other party or any other person. Contractor is an independent Contractor. 15. This Contract shall be binding upon and inure to the benefit of the parties and the respective successors and assigns of each. 16. In the event any provision of this Contract is held invalid, illegal., or unenforceable, whether in whole or in part, the remaining provisions of this Contract shall not be affected thereby and shall continue in full force and effect. If, for any reason, a court finds that any provision of this Contract is invalid, illegal, or unenforceable as written, but that by limiting such provision it would become valid, legal, and enforceable, then such provision shall be deemed to be written and shall be construed and enforced as so limited. 17. This Contract, together with the Contract Documents, constitutes the entire agreement between the parties pertaining to the subject matter hereof. This Contract may not be modified or amended except by the mutual written agreement of the parties. 18. In consideration of the full compliance on the part of the Contractor with all the provisions, stipulations and conditions hereof, or contained in the various instruments made a part of this Contract by reference, and upon completion and acceptance of the work, the City agrees to pay the Contractor as set forth above and as provided in the Contract Documents. 19. CONTRACTOR OR THEIR DESIGNEE MUST BE REACHABLE BY PHONE MONDAY THROUGH FRIDAY 8:00 A.M. TO 5:00 P.M. during the term of this Contract. IN WITNESS WHEREOF, the parties have executed this Contract for Snow Removal by their duly authorized representatives as of the date first set forth above. CITY OF WATERLOO, IOWA By: awn -Uri .1-tar Quentin. Hart - Mayor Attest: 7(elThy FeCcfi1 Kelly Felchle -City Clerk B & B LAWN CARE INC. thori zed Representative Page 595 of 865 CITY OF WATERLOO, IOWA Request for Bid 2023-2025 RESIDENTIAL/MISCELLANEOUS AREAS SNOW REMOVAL CONTRACT November 2023 City of Waterloo, Iowa Prepared by the City of Waterloo Planning and Zoning Department Page 596 of 865 SECTION I — INSTRUCTION TO BIDDERS 1.0 EXPLANATION TO BIDDERS Any explanation desired by a bidder regarding the meaning or interpretation of the Request for Bid must be requested in writing via email, letter, or fax, and with sufficient time allowed for a reply to reach all bidders before submission of their bids. Any interpretation or changes made to the RFB will be in the form of an addendum of the Request for Bid and will be furnished to all prospective bidders. All prospective bidders will receive email notifications of any addendums by the Project Manager. All bidders must acknowledge in the space provided on the Bid Form acknowledgement of such addendums received by the Project Manager prior to the 1:00 p.m. bid deadline set for the opening of bids. Oral explanations or instructions given before the award of the contract will not be accepted. 1.1 PROPOSALS SUBMITTED All bids must be submitted on forms supplied by the Planning and Zoning Department. Before submitting a bid, each bidder shall carefully read the specifications and all other contract documents. Each bidder shall be fully informed, prior to the bidding, as to all existing conditions and limitations under which the work is to be performed and shall include in this bid a sum to cover the cost of all items necessary to perform the work as set forth in the contract documents. No allowance will be made to any bidder because of lack of such examination or knowledge. The submission of a bid shall be construed as conclusive evidence that the bidder has made such examination. The bidder's attention is directed to the fact that all applicable state laws, municipal ordinances and the rules and regulations of all authorities having jurisdiction over the project shall apply to the Contract throughout and they shall be deemed to be included in the Contract the same as though herein written out in full. Submit sealed bid to (address exactly as stated): SEALED RFB FOR 2023-2025 RESIDENTIAL/MISCELLANIOUS AREAS SNOW REMOVAL CONTRACT City Hall City Clerk's Office 715 Mulberry Street Waterloo, IA 50703 Bids should be mailed, overnight delivery, or in -person delivery (no electronic or fax submittals). 1.2 BID SECURITY REQUIRED All bids must be accompanied, in a separate envelope, by a certified or cashier's check drawn on an Iowa bank chartered under the laws of the United States or the State of Iowa, a certified share draft drawn on a Credit Union in Iowa chartered under the laws of the United States or the State of Iowa, or a bid bond payable to the City of Waterloo, Iowa, in the sum of Fifteen Hundred Dollars ($1,500.00), which certified check, certified share draft, or bid bond will be held as security that the Bidder will enter into a Contract for the snow removal work and will furnish the required certificate(s) of insurance, and in case the successful bidder shall fail or refuse to enter into the Contract, the bid security may be retained by said City as agreed liquidated damages. If a bid bond is used, it must be signed by both the bidder and the surety or the surety's agent. Signature of surety's agent must be supported by accompanying Power of Attorney. 1.3 LATE BIDS AND MODIFICATIONS OR WITHDRAWALS Bids and modifications or withdrawals thereof received at the office designated in the Request for Bid and Notice of Public Hearing and Notice to Bidders after the exact time set for closing of bids (Thursday, November 9, 2023, at 1:00 p.m.) will not be considered. However, a modification which is received from an otherwise successful bidder, and which makes the terms of the bid more favorable to the City, will be considered at any time it is received and may thereafter be accepted. Bids may be withdrawn by written request received from bidders prior to the time set for closing of bids. 1.4 PUBLIC OPENING OF BIDS Bids will be publicly opened at the specified time and place for opening in the Request for Bid and Notice of Public Hearing and Notice to Bidders. Their content will be made public for the information of bidders and others interested who may be present either in person or by representative. 1.5 EMPLOYMENT AND BUSINESS OPPORTUNITY To the greatest extent feasible, suppliers, subcontractors, and low income workers owning businesses or living in the Page 597 of 865 Waterloo area must be given priority in supplying materials, bidding for subcontract work, or applying for employment by the contractor on this project. Opportunities for training and for employment arising in connection with this project, shall to the greatest extent feasible be made available to lower income persons residing in the project area. The project area is the City of Waterloo. The City of Waterloo will require the contractor to document his efforts in securing lower income workers living in the project area and in purchasing supplies from, and awarding subcontracts to, businesses owned by persons residing in the project area. 1.6 STATEMENT OF BIDDER'S QUALIFICATIONS Each Bidder shall, upon request of the Planning and Zoning Department, submit on the form furnished a statement of the Bidder's qualifications, his/her experience record in completing the type of project proposed, and equipment available for the work contemplated; and when requested, a detailed financial statement. The Planning and Zoning Department shall have the right to take such steps as it deems necessary to determine the ability of the Bidder to perform obligations under the Contract; and the Bidder shall furnish the Planning and Zoning Department all such information and data for this purpose as it may request. The right is reserved to reject any bid where an investigation of the available evidence or information does not satisfy the Planning and Zoning Department that the Bidder is qualified to carry out properly the terms of the Contract. 1.7 EXECUTION OF AGREEMENT AND CERTIFICATE OF INSURANCE A. Subsequent to the award and within ten (10) days after the prescribed forms are presented for signature, the successful bidder shall execute and deliver to the City, an agreement in the form included in the contract documents in such number of copies as the City, may require. B. The successful bidder shall, within the period specified in paragraph "A" above, furnish a certificate of insurance for approval in amounts of not less than the amounts specified in the Contract Documents. The certificate of insurance shall be furnished in such number of copies as the City of Waterloo may require. The City of Waterloo shall be named as an "Additional Named Insured." The contractor shall similarly submit his subcontractor's certificates of insurance in the same amounts for approval before each commences work. The contractor shall carry or require that there be Worker's Compensation insurance for all its employees and those of its subcontractors engaged in work at the site, in accordance with State Worker's Compensation Laws. C. The failure of the successful bidder to execute such agreement and to supply the required certificate(s) within ten (10) days after the prescribed forms are presented for signature, or within such extended period as the City, may grant, based upon reasons determined sufficient by the City, may either award the contract to the next lowest responsible bidder or re - advertise for bids, and may charge against the bidder the difference between the amount of the bid and the amount for which a contract for the work is subsequently executed, irrespective of whether the amount thus due exceeds the amount of the bid guaranty. If a more favorable bid is received by re -advertising, the defaulting bidder shall have no claim against the City of Waterloo for a refund. SECTION II — GENERAL CONDITIONS 2.0 DEFINITIONS Whenever used in any of the Contract Documents, these terms shall be defined as follows: Contract - means the Contract or Agreement executed by and between the City of Waterloo and the Contractor. Contractor - means the person, firm or corporation entering into the Contract with the City of Waterloo, to maintain properties as described in the Specifications provided. Contract Documents - means and shall include the following: Executed Contract or Agreement, Addenda (if any), Invitation for Bids, Instructions to Bidders, Signed copy of Bid, General Conditions, Special Conditions, Specifications, and (Plans or Drawings when required). Page 598 of 865 Owner or Local Public Agency (LPA) - means the Planning and Zoning Department of the City of Waterloo. Project Manager - means the City's representative from the Planning and Zoning Department, Aric Schroeder, City Planner/Project Manager. Email address: aric.schroeder(a,waterloo-ia.org Phone: 319-291-4366 2.1 SUPERINTENDENCE BY CONTRACTOR Except where the Contractor is an individual and gives personal superintendence to the work, the Contractor shall provide a competent superintendent, satisfactory to the Planning and Zoning Department/City of Waterloo, on the work site at all times during working hours with full authority of the Contractor. The Contractor shall also provide an adequate staff to properly coordinate and expedite the work. The Contractor shall lay out and be responsible for all work executed under this Contract. The Contractor shall verify all information before proceeding with the work and be held responsible for any error resulting from failure to do so. 2.2 OTHER CONTRACTS The City of Waterloo may award or may have awarded other Contracts for additional work, and the Contractor shall cooperate fully with other Contractors, by scheduling work under this Contract with that to be performed under other Contracts as may be directed by the Planning and Zoning Department/City of Waterloo. The Contractor shall not commit or permit any act in which will interfere with the performance of work by any other Contractor as scheduled. 2.3 FITTING AND CORRDINATION OF THE WORK The Contractor shall be responsible for the proper fitting of all work and for the coordination of the operations of all Subcontractors engaged upon this Contract. The Contractor shall be prepared to guarantee to each Subcontractor the locations and measurements which they may require for the fitting of their work to all surrounding work. 2.4 CARE OF WORK The Contractor shall be responsible for all damages to person or property that occur as result of negligence in connection with the execution of work and shall be reasonable for the proper care and protection of all materials delivered and work performed until completion and final acceptance by the Planning and Zoning Department. The Contractor shall provide sufficient security, both day and night, including weekends and holidays, from the time the work is commenced until final completion and acceptance, except when work being performed does not require protection. The Contractor shall be responsible for any loss of work, materials, equipment or time due to acts of any person on the project site. Therefore, it is the responsibility of the Contractor to determine when security is needed. The Contractor shall avoid damage to existing sidewalks, streets, curbs, pavements, structures, and utilities except those which are to be replaced or removed. Any damage caused by the Contractor's operation shall be completely repaired at no expense to the Owner. 2.5 OTHER GENERAL REQUIREMENTS The Contractor shall be responsible for being informed as to all existing conditions and limitations under which the work is to be performed. No extra allowance will be made because of lack of such examination or knowledge. Contractor shall not disturb (damage) existing walks, drives, parking areas, trees, shrubs, or turf areas outside the limits of the project. If disturbed, these items shall be replaced by the Contractor at no cost to the City or the Owner. Trees and shrubs located in or near the project area shall be protected by the Contractor from damage by workers and equipment during time of performing services. Upon request, the City Forester will determine the extent of protection necessary for the trees. 2.6 PERMITS AND CODES The Contractor shall give all notices required by, and comply with all applicable municipal and state laws, ordinances and codes. Page 599 of 865 2.7 LIABILITY INSURANCE The Contractor shall at all times during the term of the Agreement maintain in full force and effect, at its own expense, Employer's Liability, Worker's Compensation, Automobile, Public Liability and Property Damage Insurance, and other insurance as set forth below, including contractual liability coverage for the indemnity and hold harmless provisions of this Agreement. Each policy shall require at least 30 days' advance written notice to the City in the event of cancellation or material change in terms. The City of Waterloo, Iowa shall be specifically named as an additional insured on all insurance. Such coverages shall be primary, non-contributing and contain waivers of subrogation against any coverage held by the City. Before commencement of work hereunder, the Contractor agrees to furnish the City with certificates of insurance or other evidence satisfactory to the City to the effect that such insurance has been procured and is in force. Insurance coverages shall comply with the limits specified below: Coverages Worker's Compensation Employer's Liability Bodily Injury Liability (Except automobile) Property Damage Liability (Except automobile) Automobile Bodily Injury Liability Excess Liability Automobile Property Damage Liability Minimum Limits of Liability Statutory $500,000 $1,000,000 each occurrence $1,000,000 each occurrence $1,000,000 each occurrence $5,000,000 $1,000,000 each occurrence SECTION III — SPECIAL TERMS AND CONDITIONS AND SERVICE REQUIREMENTS 3.0 TERM OF CONTRACT The initial term of the Contract shall be for two (2) snow seasons, with the first snow season being the five (5) month period, anticipated to be from November 20, 2023 to April 20, 2024, and the second snow season being the five (5) month period, anticipated to be from November 18, 2024 to April 19, 2025. A Contract, approved by the City Council and signed by the mayor, shall become the document that authorizes the Contract to begin, assuming the insurance and bond requirements have been met. Each section contained herein, any addenda, and the response (Bid) from the successful bidder, and all exhibits to the RFB shall also be incorporated by reference into the resulting Contract. No price escalation will be allowed during the initial term of the Contract. If it is mutually decided to renew beyond the initial period and the Contractor requests a price increase, the Contractor shall provide documentation on the requested increase. The City reserves the right to accept or reject price increases, to negotiate more favorable terms, or to terminate (or allow to expire) without cost, the future performance of the Contract. 3.1 TERMS OF PAYMENT Payment to the Contractor for services performed shall be paid on a monthly basis. Payments shall be based on the actual number of snow events 1" or more removed from properties that snow removal occurred during the previous month. A detailed bill of completed snow removal work must be received and approved by the Planning and Zoning Department located at 715 Mulberry St., Waterloo, Iowa before payments will be made. The billing shall include: • Property addresses and/or description of where work was performed • Number of times sidewalks were cleared at each property each month • When salt/sand is used the following shall be provided: o Pounds/tons used including rate per Tons/pounds o Property address(s) or general description(s) of where it was used o Number of applications applied per month 3.2 SCOPE OF WORK The Contractor shall provide all labor, equipment and material necessary for snow removal and application of sand/ice melt for approximately 190 Residential and miscellaneous lots/areas in accordance with bid specifications. See attached Exhibit "C" for the current list of properties. Assigned areas shall have snow removed each time there is a snow event of at least 1 inch, which shall be completed within 48 hours from the end of the snow event. The bid specs require Page 600 of 865 that the full width of the sidewalk be cleared along the full width of each property (lot) down to the pavement. A good - faith attempt will need to be made to clear down to the pavement. In the event that it is impossible, because of ice or other hazard, then sand or other abrasive material, (such as Ice Melt or another approved product) may be used so pedestrian traffic is safe. Only use sand/ice melt in amounts to make pedestrian traffic safe. Do not coat sidewalk with a large amount of sand. All work must comply with the City of Waterloo Codes & Ordinances or contractor shall return to the property and make the necessary correction without additional costs to the City. All bidders should know that the list of properties fluctuates as the city is continually acquiring and selling properties. Contractor or their designee must be reachable by phone Monday through Friday 8:00 a.m. to 5:00 p.m. during the term of the Contract. 3.3 SITE CLEAN-UP Prior to each snow removal the Contractor shall remove all trash and debris including paper, branches, rocks, and other portable objects. All trash and debris shall be legally disposed of, off site, at no additional expense to the City. Additionally, the contractor shall be responsible for cleaning up and repairing all damage created by snowplow & snow removal operations. This includes adding soil and seeding damaged areas as needed. 3.4 DAMAGE PROTECTION The Contractor shall avoid damage to existing sidewalks, streets, curbs, pavements, structures, signs, mailboxes, fences, benches, utilities, and other fixtures. Any damage caused by the Contractor shall be completely repaired at no additional cost to the City. At no time shall any snow removal equipment come in contact with any privately owned tree or shrub during snow removal. Any tree or shrub damaged by the Contractor shall be replaced at the direction of the Planning and Zoning Department with no additional cost to the City. The Contractor shall avoid damage to turf grass and underlying soil and grade. Any rutting and related turf loss and erosion damage shall be promptly remedied by the Contractor to the satisfaction of the Planning and Zoning Department with no additional cost to the City. The Contractor shall take all necessary precautions to protect pedestrians and motorists from personal injury and property damage. All equipment safety guards shall remain intact and serviceable. The Contractor shall carry liability insurance as detailed in the GENERAL CONDITIONS to cover any damage claims. 3.5 REQUIRED EQUIPMENT The Contractor shall provide a complete inventory of sufficient and proper equipment to perform all work in a safe and timely manner. Equipment listed on the Bid Form will be verified by the Planning and Zoning Department to determine whether it is adequate for this snow removal contract. A portfolio of existing or past contracts with letters of recommendations would be helpful in verifying the bidder's qualifications. Types of snow removal equipment required for this contract: Walk -behind snow blowers Riding snow blowers Pick-up truck and/or tractor with snow blade Salt & sand applicator Shovels SECTION IV — GENERAL TERMS AND CONDITIONS 1. LANGUAGE, WORDS USED INTERCHANGEABLY — The word CITY refers to the CITY OF WATERLOO, IOWA throughout these Instructions and Terms and Conditions. Similarly, PROPOSER refers to the person or company submitting an offer to sell its goods or services to the CITY, and CONTRACTOR refers to the successful bidder. 2. PROPOSER QUALIFICATIONS - No Proposal shall be accepted from, and no contract will be awarded to, any person, firm or corporation that is in arrears to the City upon debt or contract, that is a defaulter, as surety or otherwise, upon any obligation to the City, or that is deemed irresponsible or unreliable by the City. If requested, Proposers shall be required to submit satisfactory evidence that they have a practical knowledge of the particular supply/service proposal and that they have the necessary financial resources to provide the proposed supply/service as described in this Request for Proposal. 3. SPECIFICATION DEVIATIONS BY THE PROPOSER - Any deviation from this specification MUST be noted in detail, and submitted in writing in the Proposal. Completed specifications should be attached for any substitutions offered, or when amplifications are desirable or necessary. The absence of the specification deviation statement and accompanying specifications will hold the Proposer strictly accountable to the specifications as written herein. Failure to submit this document of specification deviation, if applicable, shall be grounds for rejection of the item when offered for delivery. If specifications or descriptive papers are submitted with Proposals, the Proposer's name should be clearly shown on each document. Page 601 of 865 4. COLLUSIVE PROPOSAL — The Proposer certifies that the proposal submitted by said Proposer is done so without any previous understanding, agreement or connection with any person, firm, or corporation making a proposal for the same Contract, without prior knowledge of competitive prices, and it is, in all respects, fair, without outside control, collusion, fraud or otherwise illegal action. 5. SPECIFICATION CHANGES, ADDITIONS AND DELETIONS — All changes in Proposal documents shall be through written addendum. Verbal information obtained otherwise will NOT be considered in awarding of Proposals. 6. PROPOSAL CHANGES - Proposals, amendments thereto, or withdrawal requests received after the time advertised for Proposal opening, will be void regardless of when they were mailed. 7. HOLD HARMLESS AGREEMENT — Except as to any negligence of City, its officials, officers, employees or agents, in the performance of any duty under this Contract, and to the extent not covered by insurance maintained by Contractor, the Contractor agrees to protect, defend, indemnify and hold harmless the City of Waterloo, its officials, officers, employees and agents, from and against any and all claims and damages of every kind and nature made, rendered or incurred by or in behalf of every person or company whatsoever, including the parties hereto and their employees, that may arise, occur, or grow out of any acts, actions, work or other activity done by the Contractor, its employees, subcontractors or any independent contractors working under the direction of either the Contractor or subcontractor in the performance of the contract. 8. PROPOSAL REJECTION OR PARTIAL ACCEPTANCE — The City reserves the right to reject any or all Bids. The City further reserves the right to waive technicalities and formalities in Bids, as well as to accept in whole or in part such Bid where it is deemed advisable in protection of the best interests of the City. 9. PROPOSAL CURRENTY/LANGUAGE — All bid prices shall be shown in US Dollars ($). All prices must remain firm for the duration of the Contract regardless of the exchange rate. All bids (responses) must be submitted in English. 10. PAYMENTS - Payments will be made for all goods/services delivered, inspected and accepted within 30 days after acceptance and on receipt of an original invoice. 11. MODIFICATION, ADDENDA & INTERPRETATIONS - Any apparent inconsistencies, or any matter requiring explanation or interpretation, must be inquired into by the Proposer in writing at least 72 hours (excluding weekends and holidays) prior to the time set for the Proposal opening. Any and all such interpretations or modifications will be in the form of written addenda. All addenda shall become part of the contract documents and shall be acknowledged and dated on the signature page. 12. LAWS AND REGULATIONS - All applicable State of Iowa and federal laws, ordinances, licenses and regulations of a governmental body having jurisdiction shall apply to the award throughout as the case may be, and are incorporated herein by reference. 13. SUBCONTRACTING - No portion of this Proposal may be subcontracted without the prior written approval by the City. 14. ELECTRONIC SUBMITTAL - Telegraphic and/or proposal offers sent by electronic devices (e.g. facsimile machines) are not acceptable and will be rejected upon receipt. Proposers will be expected to allow adequate time for delivery of their proposal either by airfreight, postal service, or other means. 15. CANCELLATION - Either party may cancel the contract in the event that a petition, either voluntary or involuntary, is filed to declare the other party bankrupt or insolvent or in the event that such party makes an assignment for the benefit of creditors. 16. ASSIGNMENT - Proposer shall not assign the contract or any monies to become due thereunder without the prior written consent of the City. Any assignment or attempt at assignment made without such consent of the City shall be void. 17. EQUAL OPPORTUNITY — The successful firm agrees not to refuse to hire, discharge, promote, demote, or to otherwise discriminate in matters of compensation against any person otherwise qualified solely because of age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, citizenship status, disability, or veteran status. 18. TAXES - The City of Waterloo is exempt from sales tax and certain other use taxes. Any charges for taxes from which the City is exempt will be deducted from invoices before payment is made. 19. PROPOSAL INFORMATION IS PUBLIC — All documents submitted with any proposal and the proposal shall become public documents and subject to Iowa Code Chapter 22, which is otherwise known as the "Iowa Open Records Law". By submitting any document to the City of Waterloo in connection with a proposal, the submitting party recognizes this and waives any claim against the City of Waterloo and any of its officials, officers and employees relating to the release of any document or information submitted. Each submitting party shall hold the City of Waterloo and its officials, officers and employees harmless from any claims arising from the release of any document or information made available to the City of Waterloo arising from any proposal opportunity. Page 602 of 865 BIDDER: Project Manager: EXHIBIT "A" SIGNATURE PAGE 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract BID FORM COMPANY NAME ADDRESS: PROJECT MANAGER NAME PHONE: ( ) 1. The undersigned, being a Corporation existing under the laws of the State of , or a limited liability company existing under the laws of the State of , or a Partnership consisting of the following partners: having been familiarized with the existing conditions on the project area affecting the cost of the work, and with all the Contract Documents now on file in the offices of the City Clerk, City Hall, 715 Mulberry Street, Waterloo, Iowa, and the Planning and Zoning Department, 715 Mulberry Street, Waterloo, Iowa hereby proposes to furnish all supervision, technical personnel, labor, materials, machinery, tools, equipment, and services, including utility and transportation services required to complete the proposed SNOW REMOVAL, in accordance with the contract documents and for the unit price in place for the following amount: Bid Price: Price per Lot/Area per occurrence for approximately 190 Properties Written Price Per Lot/Occurrence: dollars ($ 2. It is understood that the quantities set forth are approximate only and subject to variation and that the unit price for the work done shall govern the actual payment to the Contractor. 3. In submitting this bid, the Bidder understands that the City reserves the right to reject any or all bids and to award one or more contracts for a single Option, all Options together, or any combination of Options. If written notice of acceptance of this Bid is mailed or delivered to the undersigned within thirty (30) days after Bid Opening, or at any time thereafter before this bid is withdrawn, the undersigned agrees to execute and deliver an agreement in the prescribed form and furnish the required certificate of insurance within ten (10) days after the agreement is presented for signature, and start work within ten (10) days after "Notice to Proceed" is issued. 4. Security in the sum of dollars ($ ) in the form of , is submitted herewith in accordance with NOTICE TO BIDDERS. 5. The Bidder is prepared to submit a financial and experience statement upon request. Page 603 of 865 6. The Prime Contractor and Subcontractor(s), which have performed an aggregate of $10,000.00 in work for the City in the current calendar year, are prepared to submit an Affirmative Action Plan or update and an Equal Opportunity Clause, within ten (10) days of notification that the bid submitted is lowest and acceptable. 7. The Bidder has received the following Addendum or Addenda: Addendum No. Date: / / / / / / 8. The Contractor shall provide a complete inventory of sufficient and proper equipment to perform all work in a safe and timely manner. Equipment list may be submitted as a separate attachment. 9. The Bidder has filled in all blanks on this proposal. Those blanks not applicable are marked "none" or "NA". 10. The bidder has attached all applicable forms. 11. The City reserves the right to select alternatives, delete line items, and/or to reduce quantities prior to the Award of Contract due to budgetary limitations. SIGNED: DATE: / / Name and Title Page 604 of 865 EQUAL OPPORTUNITY CLAUSE (As provided in Executive Order No. 11246) All contractors, subcontractors, vendors and suppliers of goods and services doing business with the City and value of said business equals or exceeds ten thousand dollars ($10,000.00) annually agree as follows: 1. The contractor, subcontractor, vendor and supplier of goods and services will not discriminate against any employee or applicant for employment because of race, color, creed, sex, national origin, economic status, age, mental or physical handicap, political opinions or affiliations. The contractor, subcontractor, vendor and supplier will develop an Affirmative Action program to ensure that applicants are employed and that employees are treated during employment without regard to their race, creed, color, sex, national origin, religion, economic status, age, mental or physical disability, political opinions or affiliations. Such actions shall include but not be limited to the following: a. Employment b. Upgrading c. Demotion or Transfer d. Recruitment and Advertising e. Layoff or Termination f. Rates of Pay or Other Forms of Compensation g. Selection for Training Including Apprenticeship. 2. The contractor, subcontractor, vendor and supplier of goods and services will, in all solicitations or advertisements for employees, state that all qualified applicants will receive consideration for employment without regard to race, creed, color, sex, national origin, religion, economic status, age, mental or physical disabilities, political opinion or affiliations. 3. The contractor, subcontractor, vendor and supplier or his/her collective bargaining representative will send to each labor union or representative of workers which he/she has a collective bargaining agreement or other contract or understanding, a notice advising said labor union or workers' representative of the contractor's commitment under this section. 4. The contractor, subcontractor, vendor and supplier of goods and services will comply with all published rules, regulations, directives, and order of the City of Waterloo Affirmative Action Program Contract Compliance Provisions. 5. The contractor, subcontractor vendor and supplier of goods and services will furnish and file compliance reports within such time and upon such forms as provided by the Affirmative Action Officer. Said forms will elicit information as to the policies, procedures, patterns, and practices of each subcontractor as well as the contractor himself/herself and said subcontractor, vendor and supplier will permit access to his/her employment books, records and accounts to the City's Affirmative Action Officer, for the purpose of investigation to ascertain compliance with this contract and with rules and regulations of the City's Affirmative Action Program — Contract Compliance Provisions relative to Resolution No. 24664 6. In the event of the contractor's non-compliance with the non-discrimination clauses of this contract or with any of such rules, regulations and orders, this contract may be canceled, terminated or suspended in whole or in part and the contractor may be declared ineligible for further contracts in accordance with procedures authorized by the City Council. 7. The contractor, subcontractor, vendor and supplier of goods and services will include, or incorporate by reference, the provisions of the non-discrimination clause in every contract, subcontract or purchase order unless exempted by the rules, regulations or orders of the City's Affirmative Action Program, and will provide in every subcontract, or purchase order that said provisions will be binding upon each contractor, subcontractor, or supplier. Page 605 of 865 8. We, the undersigned, recognize that we are morally and legally committed to non-discrimination in employment. Any person who applies for employment with our company will not be discriminated against because of race, creed, color, sex, national origin, economic status, age, mental or physical disabilities. Signed: Appropriate Official Title Date Page 606 of 865 EXHIBIT "B" 2023-2025 Residential/Miscellaneous Areas Snow Removal Contract This Contract for Snow removal (the "Contract") is made and entered into on November 20, 2023, by and between the City of Waterloo, Iowa (the "City"), and (the "Contractor"). The term of the Contract shall be from November 20, 2023 through April 19, 2025. 1. The Contractor shall furnish all supervision, technical personnel, labor, materials, supplies and equipment to perform all work required for the Contract work as described in the Specifications for $ per property per occurrence. The Contractor has been provided the current list of properties requiring snow removal under this Contract, however the list of properties may fluctuate as the City acquires or sells properties. 2. The Contract Documents shall consist of the following: a) This Contract b) Request for Bid c) Notice of Hearing and Notice to Bidders d) Signed Response (Bid) from Contractor These documents form the Contract Documents and are all fully incorporated as a part of this Contract as if attached to this Contract or set forth in full herein. In the event of any conflict or ambiguity among the Contract Documents, the document in the order set forth above that first addresses the issue or provision in question shall govern. 3. The Contractor agrees to commence the work within twenty-four (24) hours after the City issues a "Notice to Proceed" and to complete the work within the given time frame. Time is of the essence in the performance of duties under this Contract. The Contractor also agrees to the following: a) Contractors will abide by ordinance section 7-1-2(B)(1). Contractors will not be permitted to transfer snow onto or across any city street or alley. In the event snow is transferred into the street, it shall be removed by the Contractor. b) In the event the Planning and Zoning Department finds that the Contractor did not fulfill its obligation, the Contractor will be required to go back to the property at no additional cost to the City. c) During snow removal the sidewalks will be cleared the width of the sidewalk and to the concrete unless ice prevents such removal. In the event the ice is unable to be removed the Contractor will be required to lay down sand, salt, or a mixture of both. 4. The Contractor agrees to comply with and obey all ordinances of the City of Waterloo relating to the obstruction of streets and alleys, keeping open passageways for water and traffic, and maintaining proper and sufficient barricades with lights and signals during all hours of darkness. 5. Except as to any negligence of City, its officials, officers, employees or agents in the performance of any duty under this Contract, and to the extent not covered by insurance maintained by Contractor, Contractor agrees to defend and indemnify City, its officials, officers, employees and agents, and to hold same hattitless, from and against any and all claims, demands, causes of action, losses, costs, or liabilities whatsoever, including but not limited to reasonable attorneys' fees and expenses, arising from or in connection with the acts or omissions of Contractor in performing the work contemplated by this Contract. This will include but is not limited to actions or suits based upon or alleging bodily injury, including death, or property damage rising out of or resulting from the Contractor's operation under this Contract, whether by itself or by any subcontractor or anyone directly or indirectly employed by any of them. Contractor is not and shall not be deemed an agent or employee of the City. Page 607 of 865 6. Contractor shall be responsible for all damage to public or private property. If public or private property is damaged by Contractor and is not repaired in a timely manner as determined by City, City has the option of having the damage repaired at the Contractor's expense, to be reimbursed to the City or withheld from future payments to Contractor hereunder. 7. The Contractor shall have no cause of action against the City on account of delays and prosecution of work, but the work is delayed by the City, the Contractor may have extra time for the completion of the job as was lost by reason of the delay caused by the City. 8. The City, at its sole discretion and without waiving any claims or rights, may allow for partial payment for the work included on an invoice for which all services have been delivered or accepted. The City may withhold payment for reasons including, but not limited to, the following: unsatisfactory job performance or progress, defective work, disputed work, failure to comply with material provisions of the Contract, third -party claims filed or reasonable evidence that a claim will be filed, or other reasonable cause. 9. In the event that Contractor defaults in the performance or observance of any covenant, agreement or obligation set forth in this Contract, and if such default remains uncured for a period of seven (7) days after notice thereof shall have been given by City to Contractor, then City may declare that Contractor is in default hereunder and may terminate this Contract by delivery to Contractor of written notice of termination, and/or take whatever other action at law or in equity may be necessary or desirable to enforce the obligations and covenants of Contractor hereunder. Contractor shall be entitled to only one such notice, and in connection with any subsequent breach then City may terminate this Contract upon seven (7) days' advance written notice. In the event of termination, the Contractor shall be compensated for all necessary services performed through the termination date. No delay in enforcing the provisions hereof as to any breach or violation shall impair, damage or waive the right of City to enforce the same or to obtain relief against or recover for the continuation or repetition of such breach or violation or any similar breach or violation thereof at any later time or times. In the event that City prevails against Contractor in a suit or other enforcement action hereunder, Contractor agrees to pay the reasonable attorneys' fees and expenses incurred by City. 10. In addition to paragraph 9 above, this Contract may be terminated at any time, in whole or in part, upon the mutual written agreement of the parties. City may also choose to terminate this Contract at any time without cause by delivering to Contractor twenty-one (21) days' advance written notice of termination. 11. Contractor may not assign, delegate or subcontract any of its duties hereunder without the prior written consent of City. 12. Because time is of great importance when completing snow removal, the Contractor must notify the City of Waterloo at least two (2) weeks in advance including who will be filling in for them for any planned time off. 13. Any notice under this Contract shall be in writing and shall be delivered in person or by United States Post Office registered or certified mail, postage prepaid and addressed: City Contractor City of Waterloo, Iowa 715 Mulberry St. Waterloo, Iowa 50703 Attn: Planning Department Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in person, or (ii) three (3) business days following the date of deposit if mailed as stated above. Page 608 of 865 14. Nothing in this Contract shall, or shall be deemed or construed to, create or constitute any joint venture, partnership, agency, employment, or any other relationship between the parties nor, except as expressly set forth herein, to create any liability for one party with respect to the liabilities or obligations of the other party or any other person. Contractor is an independent Contractor. 15. This Contract shall be binding upon and inure to the benefit of the parties and the respective successors and assigns of each. 16. In the event any provision of this Contract is held invalid, illegal, or unenforceable, whether in whole or in part, the remaining provisions of this Contract shall not be affected thereby and shall continue in full force and effect. If, for any reason, a court finds that any provision of this Contract is invalid, illegal, or unenforceable as written, but that by limiting such provision it would become valid, legal, and enforceable, then such provision shall be deemed to be written and shall be construed and enforced as so limited. 17. This Contract, together with the Contract Documents, constitutes the entire agreement between the parties pertaining to the subject matter hereof. This Contract may not be modified or amended except by the mutual written agreement of the parties. 18. In consideration of the full compliance on the part of the Contractor with all the provisions, stipulations and conditions hereof, or contained in the various instruments made a part of this Contract by reference, and upon completion and acceptance of the work, the City agrees to pay the Contractor as set forth above and as provided in the Contract Documents. 19. CONTRACTOR OR THEIR DESIGNEE MUST BE REACHABLE BY PHONE MONDAY THROUGH FRIDAY 8:00 A.M. TO 5:00 P.M. during the term of this Contract. IN WITNESS WHEREOF, the parties have executed this Contract for Snow Removal by their duly authorized representatives as of the date first set forth above. CITY OF WATERLOO, IOWA CONTRACTOR By: Quentin Hart - Mayor Authorized Representative Attest: Kelly Felchle -City Clerk Page 609 of 865 STATEMENT OF BIDDER'S QUALIFICATIONS (To be submitted by the Bidder only upon request of the City of Waterloo, Iowa.) All questions shall be answered and the data given must be clear and comprehensive. This statement must be notarized. If necessary, questions may be answered on separate attached sheets. The Bidder may submit any additional information desired. 1. Name of Bidder. 2. Permanent main office address. 3. When organized. 4. If a corporation, where incorporated. 5. How many years have you been engaged in the contracting business under your present firm or trade name? 6. Contracts on hand: (Schedule these showing amount of each contract and the appropriate anticipated dates of completion.) 7. General character of work performed by your company. 8. Have you ever failed to complete any work awarded to you? If so, where and why? 9. Have you ever defaulted on a contract? If so, where and why? 10. List the more important projects recently completed by your company, stating the approximate cost for each, and the month and year completed. 11. List your major equipment available for the contract. 12. Experience in landscape work similar in importance to the project. 13. Background and experience of the principal members of your organization, including the officers. 14. Credit available: $ 15. Give Bank reference: 16. Will you, upon request, fill out a detailed financial statement and furnish any other information that may be required by the City of Waterloo, Iowa? 17. The undersigned hereby authorizes and requests any person, firm, or corporation to furnish any information requested by the City of Waterloo, Iowa, in verification of the recitals comprising this Statement of Bidder's Qualifications. Dated this day of , 20 Name of Bidder By: Title: Page 610 of 865 State of ) ) ss County of ) , being duly sworn deposes and says that she/he is of Name of Organization and that the answers to the foregoing questions and all statements therein contained are true and correct. Subscribed and sworn to before me this day of , 20 Notary Public My commission expires , 20 Page 611 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving a Permanent Easement Agreement in the amount of $7,351.00, with T and S Properties Management II, LLC, located at 1409 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION Approval. SUMMARY STATEMENT AND BACKGROUND INFORMATION Transmitted is a request to approve a permanent easement agreement in the amount of $7,351.00, with T and S Properties Management II, LLC, located at 1409 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said document. The values of the permanent and temporary easements were based off of 120 percent of the assessed value of the property per square foot, which is $7.20, and the permanent easement is 1,021 square feet. The purpose of the easement is to bore underground electrical, and have an above ground electrical fuse cabinet. NEIGHBORHOOD IMPACT Reconstruction of the corridor would have a positive impact upon the surrounding commercial area, as the corridor was designed and built in the 1960s. The redesigned corridor will have underground utilities and streetscaping. DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS Property owners along the corridor have been invited to multiple public information meetings. SOURCE OF EXPENDITURES Crossorads TIF. Page 612 of 865 ALTERNATIVE ACTION LEGAL DESCRIPTION PERMANENT EASEMENT DESCRIPTION: PART OF THE SOUTHEAST 1/4 OF SECTION 36, TOWNSHIP 89 NORTH, RANGE 13 WEST OF THE 5TH P.M., CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHWEST CORNER OF LOT 1 OF GARDEN PLACE, THENCE NORTH 00°13'37" EAST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE PRESENT EASTERLY RIGHT-OF-WAY LINE OF LAPORTE ROAD, 164.19 FEET (164.10 FEET RECORD); THENCE SOUTH 89°31'59"EAST, 5.00 FEET; THENCE SOUTH 00°13'37"WEST, 84.51 FEET; THENCE SOUTH 89°46'23"EAST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 20.00 FEET; THENCE NORTH 89°46'23"WEST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 59.67 FEET TO THE NORTHERLY LINE OF LOT 1 OF GARDEN PLACE; THENCE NORTH 89°36'17"WEST ALONG SAID NORTHERLY LINE, 5.00 FEET TO THE POINT OF BEGINNING. CONTAINING 1,021 SQUARE FEET. ATTACHMENTS 1. Permanent Easement Agreement 2. Exhibit A 3. Exhibit B 4. Project Information Diagram Page 613 of 865 Prepared by Tim Andera, City of Waterloo, 715 Mulberry Street, Waterloo, IA 50703 Phone (319) 291-4366 PERMANENT EASEMENT AGREEMENT This Permanent Easement Agreement (the "Agreement") is entered into as of , 2025 by and between the City of Waterloo, Iowa ("Grantee") and T and S Properties Management II, LLC ("Grantor"). 1. Grant of Easement. In consideration of the mutual promises and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Grantor does hereby grant and convey unto Grantee, and Grantee does hereby accept, for the purposes stated herein, a permanent easement (the "Easement") in, to, upon, over, across, and beneath the real estate (the "Premises") legally described as set forth on Exhibit "A" attached hereto and by this reference made a part hereof, as depicted on the easement plat attached hereto as Exhibit "B". 2. Purpose. The Premises is intended for installation, maintenance and replacement of underground electrical and a 12'x 12'transformer. 3. Grantor Duties. Grantor shall allow Grantee access to the Premises, "as is, where is", without any representation or warranty as to the condition of the Premises. Grantor shall have no duty to prepare the Premises in any way for Grantee's use. 4. Grantee Duties. Following completion of Grantee's work in the Premises, Grantee shall restore the Premises to its condition prior to the commencement of construction work, including but not limited to reseeding any grassed areas disturbed by construction activities. Except as may be caused by the negligent acts or omissions of Grantor, its employees, agents or contractors, Grantor shall not be liable for any injury or damage to any person or property resulting from Grantee's exercise of the rights herein granted. To the extent permitted by applicable law, Grantee agrees to indemnify and hold Grantor, its employees, agents and contractors, harmless against any loss, damage, injury or any claim or lawsuit for loss, damage or injury arising out of or resulting from the negligent acts or omissions or willful misconduct of Grantee or its employees, agents or contractors. 5. Maintenance. Pursuant to City of Waterloo ordinances, Grantor shall be solely responsible for future sidewalk maintenance, repair and/or replacement and for snow removal upon the sidewalk in question. 6. Authority. The persons executing this Agreement represent and warrant that they are duly authorized to execute and deliver this Agreement and to bind to the provisions hereof the party on whose behalf they are signing. Page 614 of 865 7. Miscellaneous Provisions. This Agreement is binding upon and shall inure to the benefit of the parties and their respective successors and assigns. This Agreement is the entire agreement between the parties pertaining to the subject matter hereof and supersedes all prior understandings or agreements relating to the subject matter hereof, whether oral or written, and this Agreement may not be modified except by the mutual written agreement of both parties. This Agreement may be executed in counterparts. References in the singular number include the plural, and vice versa. IN WITNESS WHEREOF, the parties have executed this Permanent Easement Agreement by their duly authorized representatives as of the date first set forth above. IN WITNESS WHEREOF, the parties have executed this Permanent Easement Agreement by their duly authorized representatives as of the date first set forth above. T AND S PROPERTIES , MANAGEMENT II LLC CITY OF WATERLOO, IOWA Title: By: Quentin M. Hart, Mayor Attest: Kelley Felchle, City Clerk STATE OF /a ) ) ss. t'x4Ck /L , COUNTY) Acknowledged before me on , 2025, by eyll f/4fig of T and S Properties II, LLC TIM ANDERA COMMISSION NO. 772518 MY COMMISSION EXPIRES APRIL 11, 2027 STATE OF IOWA ) ss. BLACK HAWK COUNTY ) Notary P'ubrlic as Acknowledged before me on , 2025, by Quentin M. Hart and Kelley Felchle as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. Notary Public 2 Page 615 of 865 EXHIBIT "A" PART OF THE SOUTHEAST 1/4 OF SECTION 36, TOWNSHIP 89 NORTH, RANGE 13 WEST OF THE 5TH P.M., CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHWEST CORNER OF LOT 1 OF GARDEN PLACE, THENCE NORTH 00°13'37" EAST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE PRESENT EASTERLY RIGHT-OF-WAY LINE OF LAPORTE ROAD, 164.19 FEET (164.10 FEET RECORD); THENCE SOUTH 89°31'59"EAST, 5.00 FEET; THENCE SOUTH 00°13'37"WEST, 84.51 FEET; THENCE SOUTH 89°46'23"EAST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 20.00 FEET; THENCE NORTH 89°46'23"WEST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 59.67 FEET TO THE NORTHERLY LINE OF LOT 1 OF GARDEN PLACE; THENCE NORTH 89°36'17"WEST ALONG SAID NORTHERLY LINE, 5.00 FEET TO THE POINT OF BEGINNING. CONTAINING 1,021 SQUARE FEET. Page 616 of 865 Exhibit "B" PERMANENT EASEMENT PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: T AND S PROPERTIES MANAGE II LLC OWNER ADDRESS: 4127 DEENA DR CEDAR FALLS, IA 50613 PROPERTY ADDRESS: 1409 LA PORTE RD WATERLOO, IA 50703 LA PORTE ROAD E'LY R-O-W LINE POB PROJECT PARCEL : 210 589°31'59"E 5.00' (120.1') COUNTY PARCEL: 891336476019 mLO LO vt PROJECT PARCEL 210 589°46'23"E 10.00' SOO°13'37"W 20.00' N89°46'23"W 10.00' PART SE 1/4 SEC 36-89-13W PERMANENT EASEMENT CONTAINS 1021 SF (185.2') N89°36'17"W \_N'LY LINE LOT 1 5.00' 1 S 23°45'25" E 59.58' (59.6') GARDEN PLACE LEGEND: N 0 • PARCEL OR LOT CORNER MONUMENT FOUND REFERENCE DOCUMENT 2012-011887 MEASURED DIMENSION RECORD DIMENSION SCALE IN FEET 0 40 80 AECOM 1"=40' SHEET 1 OF 2 Page b1 t of 3bb Exhibit "B ' Continued PERMANENT EASEMENT PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: T AND S PROPERTIES MANAGE II LLC COUNTY PARCEL: 891336476019 OWNER ADDRESS: 4127 DEENA DR CEDAR FALLS, IA 50613 PROPERTY ADDRESS: 1409 LA PORTE RD WATERLOO, IA 50703 PROJECT PARCEL : 210 DESCRIPTION: PERMANENT EASEMENT PROJECT PARCEL 200 PART OF THE SOUTHEAST 1/4 OF SECTION 36, TOWNSHIP 89 NORTH, RANGE 13 WEST OF THE 5TH P.M., CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHWEST CORNER OF LOT 1 OF GARDEN PLACE, THENCE NORTH 00°13'37" EAST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE PRESENT EASTERLY RIGHT-OF-WAY LINE OF LAPORTE ROAD, 164.19 FEET (164.10 FEET RECORD); THENCE SOUTH 89°31'59"EAST, 5.00 FEET; THENCE SOUTH 00°13'37"WEST, 84.51 FEET; THENCE SOUTH 89°46'23"EAST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 20.00 FEET; THENCE NORTH 89°46'23"WEST, 10.00 FEET; THENCE SOUTH 00°13'37"WEST, 59.67 FEET TO THE NORTHERLY LINE OF LOT 1 OF GARDEN PLACE; THENCE NORTH 89°36'17"WEST ALONG SAID NORTHERLY LINE, 5.00 FEET TO THE POINT OF BEGINNING. CONTAINING 1021 SQUARE FEET. AECOM SHEET 2 OF 2 Page 618 of 865 4"MIFAIIIM LA PORTE ROAD PROPOSED WATER MAIN PROPOSED STORM SEWER EXISTING ROW ammumwm•r� wm.� J.7 0 0 12' X 12' Transformer AP-k PERMANENT EASEMENT 1021 SF 1 T AND S PROPERTIES MANAGE I1 LLC PARCEL ID: 891336476019 1409 LA PORTE RD PROPOSED PERM. EASEMENT LEGEN R I GHT—OF—WAY/PROPERTY LINES ACQUISTION LINES PERM. EASEMENT LINES TEMP. EASEMENT LINES PERMANENT ACQUISITION PERMANENT EASEMENT TEMPORARY EASEMENT AECOM LPR2I0 ANY PAVEMENT REMOVED WILL BE REPLACED IN -KIND UNLESS OTHERWISE NOTED. PARCEL LPR210 PHASE 2 Public Impact Diagram T & S PROPERTIES MANAGE II LLC La Porte Road Reconstruction 04-10-25 Waterloo, Iowa 60736162 Page 619 of 865 CITY OF ATERLOO J COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving and accepting an Acquisition Contract and approving a Deed to sell real property to the City of Waterloo for a partial right-of-way acquisition, and Permanent and Temporary Easements Agreements with C and M Enterprises, Inc., in the amount of $5,132.00, located at 1620 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said documents. RECOMMENDED COUNCIL ACTION Approval. SUMMARY STATEMENT AND BACKGROUND INFORMATION Transmitted is a resolution approving and accepting an acquisition contract and approving a deed to sell real property to the City of Waterloo for a partial right-of-way acquisition, and permanent and temporary easements agreements with C and M Enterprises, Inc. (Taco John's) in the amount of $5,132.00, located at 1620 La Porte Road, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said documents. Below is a breakdown of what is being offered for each acquisition: Partial Fee Title Acquisition: $3,360.00 Permanent Easement: $1,432.00 Temporary Easement: $340.00 The partial fee title acquisition will be land that is deeded to the city for the La Porte Road Phase II reconstruction project, and this is needed for the recreational trail. The permanent easement is needed to connect an inlet to the storm sewer in Plymouth Avenue, and the temporary easement is to install a retaining wall, regrading and reseeding the grass areas that are disturbed. Attached is an appraisal, which came to a value of $5,132.00 for all three acquisition requests from the property owner. NEIGHBORHOOD IMPACT Reconstruction of the corridor would have a positive impact upon the surrounding commercial area, as the corridor was designed and built in the 1960s. The redesigned corridor will have underground utilities and streetscaping. DATA, ANALYSIS, AND STRATEGIES Page 620 of 865 IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS Property owners along the corridor have been invited to multiple public information meetings. SOURCE OF EXPENDITURES Crossroads TIF. ALTERNATIVE ACTION LEGAL DESCRIPTION PARTIAL FEE TITLE ACQUISITION LEGAL DESCRIPTION: DESCRIPTION: RIGHT-OF-WAY ACQUISITION PROJECT PARCEL 200 PART OF LOT 360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHEASTERLY CORNER OF SAID LOT 360; THENCE NORTH 89°34'59" WEST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 12.50 FEET; THENCE NORTH 00° 17'10" EAST, 6.50 FEET; THENCE NORTH 15°52'23" EAST, 43.76 FEET TO A LINE THAT IS 0.75 FEET WESTERLY OF AND PARALLEL WITH THE EASTERLY LINE OF SAID LOT 360; THENCE NORTH 00°17'46" EAST ALONG SAID PARALLEL LINE, 78.45 FEET TO THE NORTHERLY LINE OF SAID LOT 360; THENCE SOUTH 89°41'30"EAST ALONG THE NORTHERLY LINE OF SAID LOT 360, A DISTANCE OF 0.75 FEET TO THE NORTHEASTERLY CORNER OF SAID LOT 360; THENCE SOUTH 00°17'46" WEST ALONG THE EASTERLY LINE OF SAID LOT 360, A DISTANCE OF 127.13 FEET (127.00 FEET RECORD) TO THE POINT OF BEGINNING. CONTAINING 420 SQUARE FEET PERMANENT EASEMENT LEGAL DESCRIPTION: PART OF LOT 360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, BEING DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHEASTERLY CORNER OF SAID LOT 360; THENCE NORTH 89° 34'59" WEST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 12.50 FEET TO THE POINT OF BEGINNING; THENCE CONTINUING NORTH 89° 34'59" WEST ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 27.46 FEET TO THE SOUTHWESTERLY CORNER OF SAID LOT 360: THENCE NORTH 00°18'55" EAST ALONG THE WESTERLY LINE OF SAID LOT 360, A DISTANCE OF 6.50 FEET; THENCE SOUTH 89° 34'59" EAST 27.45 FEET; THENCE SOUTH 00°17'10" WEST, 6.50 FEET TO THE POINT OF BEGINNING. CONTAINING 178 SQUARE FEET. ATTACHMENTS Page 621 of 865 1. Acquisition Contract 2. Permanent Easement Agreement 3. Temporary Easement Agreement 4. Project Information Diagram 5. Appraisal Page 622 of 865 ACQUISITION CONTRACT Parcel No.: 8913-36-453-021 - C and M Enterprises, Inc. PROJECT: La Porte Road Reconstruction Project (HDP-8155(787)--71-07) THIS ACQUISITION CONTRACT (the "Contract") is made and entered into as of 2025 by and between C and M Enterprises, Inc. ("Seller"), and City of Waterloo, Iowa, ("Buyer"). 1. Seller agrees to sell to Buyer, and Buyer agrees to buy, the following real estate interests (the "Property"), described as: See attached Exhibit "A", in the City of Waterloo, Black Hawk County, Iowa. The Property also includes, if applicable, all estates, rights, title and interests, including all easements, and all advertising devices and the right to erect such devices as are located thereon. 2. Possession of the Property is the essence of this Contract, and Buyer may enter and assume full use and enjoyment of the premises per the terms of this Contract. Seller may surrender possession of the Property or any part thereof prior to the time at which it has hereinafter agreed to do so, and agrees to give Buyer ten (10) days notice of Seller's intention to do so by calling Buyer at (319) 291-4366. 3. The Purchase Price shall be $ 3,360.00 (See Attached Exhibit "B"). The Purchase Price shall be due and payable in full at closing, to be delivered to the Seller upon performance of Seller's obligations and satisfaction of Buyer's contingencies, if any. 4. Possession of the Property shall be delivered to Buyer at closing, which shall occur at a mutually agreeable date and time within sixty (60) days after the date this Contract is approved by the city council, but in any event after the approval of title by Buyer and satisfaction or waiver of contingencies, if any. No later than the closing date, Seller shall remove from the Property all of its personal property, trash, and debris of any type that is not a structure or a fixture. Within said time Seller shall also remove all hazardous materials and/or substances from the Property on or above the ground surface, including but not limited to barrels, cans, or bottles of any kind. Costs incurred by Buyer to remove any items left behind by Seller shall be set off against any expenses that Buyer agrees to reimburse to Seller under this Contract. 5. Seller warrants that there are no tenants on the Property except: 6. This Contract shall apply to and bind the legal successors in interest of the Seller, and Seller agrees to pay all encumbrances, claims, liens and assessments against the Property, including all taxes and special assessments payable until surrender of possession as required by Section 427.2 of the Code of Iowa, and agrees to warrant merchantable title. Names and addresses of lienholders are: (a) Black Hawk County, Iowa, for taxes. (b) Unknown until completion of abstract continuation 7. Buyer may include mortgagees, lienholders, encumbrances and taxing authorities as payees on warrants as contract payment. Seller will furnish and deliver to Buyer an abstract of title, continued by the Buyer, to a date within thirty (30) days before the closing date, showing merchantable title to the Property in Seller in conformity with this Contract, Iowa law, and title standards of the Iowa State Bar Association. Buyer agrees to pay costs of abstract continuation, or creation, as necessary. Buyer agrees to obtain court approval of this Contract, if requested by the Buyer, if title to the Property becomes an asset of any estate, trust, conservatorship or guardianship. Seller agrees to pay court approval costs and all other costs necessary to transfer the Property to the Buyer. Seller shall convey the Property to Buyer by warranty deed, free and clear of all liens, restrictions, and encumbrances except as provided in this Contract. 8. If the Seller holds title to the Property in joint tenancy with full rights of survivorship and not as tenants in common at the time of this Contract, Buyer will pay any remaining proceeds to the survivor of that joint tenancy and will accept title solely from that survivor, provided the joint tenancy has not been destroyed by operation of law or acts of the Seller. 9. Seller agrees to keep property hazard insurance coverage in force in a minimum amount equal to the Purchase Price, payable to all parties as their interests may appear, from the date of this Contract until delivery of the deed and possession. Buyer shall notify all insurance companies of this Contract. In case of loss or destruction of part or all of the Property from causes covered by the insurance, Seller agrees to accept the lump sum payment and to endorse the proceeds of any such insurance recovery to the Buyer. Seller hereby assigns the proceeds of any such insurance recovery to the Buyer, and Seller hereby assigns to Buyer any and all of Seller's rights under such insurance contract. 10. The Seller has agreed to sell the Property to the Buyer. Seller acknowledges if it fails to complete its duties of performance under this Contract, Buyer may exercise its power of eminent domain Page 623 of 865 to acquire the Property, provided that the Property is deemed essential by the City Council to keep the project moving forward, or Buyer may exercise other remedies available under applicable law. Buyer agrees to cooperate with Seller, at Seller's request and at no additional cost to Buyer, to have this transaction qualify as an involuntary conversion pursuant to § 1033 of the Internal Revenue Code. 11. This Contract shall become effective only upon the occurrence of each of the following two events: (a) acceptance and approval of the Contract by the City Council of the City of Waterloo, and (b) the environmental clearance of the Property in accordance with Phase I site assessment and recommended subsequent activities. Within 30 days after Seller's execution of this Contract, Seller shall disclose to Buyer all contamination of the Property by hazardous wastes and/or substances of which Seller has knowledge. 12. This Contract, together with the exhibits and attachments attached hereto, constitutes the entire agreement between Buyer and Seller, and there is no agreement to do or not to do any act or deed except as specifically provided herein. This Contract may be modified only in a writing signed by both parties. Time is of the essence of this Contract. WHEREFORE, the parties have entered this Acquisition Contract as of the date first set forth above. C and M Enterprises, Inc. SELLER'S ACKNOWLEDGMENT: STATE OF IOWA, BLACK HAWK COUNTY, ss: Acknowledged before me on , by as of C and M Enterprises, Inc. Notary Public APPROVAL RECOMMENDED BY: City Planning Staff (Date) APPROVED BY: ATTEST: (Mayor) (City Clerk) DATE APPROVED: BUYER'S ACKNOWLEDGMENT: STATE OF IOWA, BLACK HAWKCOUNTY, ss: Acknowledged before me on by Quentin Hart and Kelley Felchle as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. Notary Public 2 Page 624 of 865 INDEX LEGEND LOCATION: PART OF LOT 360 PLEASANT VIEW ADDITION REQUESTOR: CITY OF WATERLOO, IOWA PROPRIETOR: C AND M ENTERPRISES INC SURVEYOR: MICHAEL R. FAGLE SURVEY PREPARED BY: RESPOND TO: AECOM 501 SYCAMORE STREET, SUITE 222 WATERLOO, IOWA 50703 PHONE 319-232-6531 MIKE.FAGLE@AECOM.COM Exhibit "A" RIGHT OF WAY ACQUISITION PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: C & M ENTERPRISES INC COUNTY PARCEL: 891336456021 1620 LA PORTE RD WATERLOO IA 50702 co Ln N PROJECT PARCEL : 200 FND. N REBAR/ YC S89°41'30"E 0.75' FND. 1/2" REBAR S89°41'30"E 0.98' N. OF CORNER _ - - ---- 199.30'---- - - - - - _ W 0 m O O Z Ln Lo N FND. CUT 'X' PROJECT PARCEL 200 r9 1.0 M (200') PLEASANT VIEW ADDITION fC) L() CO CO 1.0 N'LY AQUISITION CONTAINS 420 SF LINE N00°17'46"E 78.45' E'LY LINE N15°52'22"E 43.7 6' N00°17'10"E 6.50' 0 t0 M N89°34'59"W -- PLYMOUTH AVENUE (60') i99.7s' MICHAEL R. FAGLE 8505 I hereby certify that this Land Surveying document was prepared by me or under my direct personal supervision and that I am a duly Licensed Land Surveyor under the laws of the State of Iowa. MICHAEL R. FAGLE Date License number 8505 My license renewal date is December 31, 2026 Pages or sheets covered by this seal: SHEET 1 OF 2 & SHEET 2 OF 2 (200') S'LY N89°34'59"W 12.50' FND. REBAR/YC— LEGEND: LA PORTE ROAD POB PARCEL OR LOT CORNER MONUMENT FOUND 0 SET 1/2" x 24" REBAR w/YELLOW PLASTIC ID CAP #8505 N90°00'00.0"E 0.00' MEASURED DIMENSION (200') RECORD DIMENSION SCALE IN FEET 0 40 REFERENCE DOCUMENT CLD-628-179 80 AECOM 1"=40' SHEET 1 OF 2 Page bLb of tibb Exhibit "A" Continued RIGHT OF WAY ACQUISITION PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: C & M ENTERPRISES INC COUNTY PARCEL: 891336456021 1620 LA PORTE RD WATERLOO IA 50702 PROJECT PARCEL : 200 DESCRIPTION: RIGHT-OF-WAY ACQUISITION PROJECT PARCEL 200 PART OF LOT 360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHEASTERLY CORNER OF SAID LOT 360; THENCE NORTH 89°34'59" WEST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 12.50 FEET; THENCE NORTH 00°17'10" EAST, 6.50 FEET; THENCE NORTH 15°52'23" EAST, 43.76 FEET TO A LINE THAT IS 0.75 FEET WESTERLY OF AND PARALLEL WITH THE EASTERLY LINE OF SAID LOT 360; THENCE NORTH 00°17'46" EAST ALONG SAID PARALLEL LINE, 78.45 FEET TO THE NORTHERLY LINE OF SAID LOT 360; THENCE SOUTH 89°41'30"EAST ALONG THE NORTHERLY LINE OF SAID LOT 360, A DISTANCE OF 0.75 FEET TO THE NORTHEASTERLY CORNER OF SAID LOT 360; THENCE SOUTH 00°17'46" WEST ALONG THE EASTERLY LINE OF SAID LOT 360, A DISTANCE OF 127.13 FEET (127.00 FEET RECORD) TO THE POINT OF BEGINNING. CONTAINING 420 SQUARE FEET AECOM SHEET 2 OF 2 Page 626 of 865 EXHIBIT "B" Square Feet Price Fee title acquisition 420 $3,360.00 TOTAL $3,360.00 3 Page 627 of 865 Prepared by Tim Andera, City of Waterloo, 715 Mulberry Street. Waterloo, IA 50703 Phone (319) 291-4366 PERMANENT EASEMENT AGREEMENT This Permanent Easement Agreement (the "Agreement") is entered into as of , 2025 by and between the City of Waterloo, Iowa ("Grantee") and C and M Enterprises, Inc. ("Grantor"). 1. Grant of Easement. In consideration of the mutual promises and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Grantor does hereby grant and convey unto Grantee, and Grantee does hereby accept, for the purposes stated herein, a permanent easement (the "Easement") in, to, upon, over, across, and beneath the real estate (the "Premises") legally described as set forth on Exhibit "A" attached hereto and by this reference made a part hereof, as depicted on the easement plat attached hereto as Exhibit "B". 2. Purpose. The Premises is intended for installation, maintenance, and replacement of storm sewer. 3. Grantor Duties. Grantor shall allow Grantee access to the Premises, "as is, where is", without any representation or warranty as to the condition of the Premises. Grantor shall have no duty to prepare the Premises in any way for Grantee's use. 4. Grantee Duties. Following completion of Grantee's work in the Premises, Grantee shall restore the Premises to its condition prior to the commencement of construction work, including but not limited to reseeding any grassed areas disturbed by construction activities, repaving, etc. Except as may be caused by the negligent acts or omissions of Grantor, its employees, agents or contractors, Grantor shall not be liable for any injury or damage to any person or property resulting from Grantee's exercise of the rights herein granted. To the extent perrnitted by applicable law, Grantee agrees to indemnify and hold Grantor, its employees, agents and contractors, harmless against any Toss, damage, injury or any claim or lawsuit for loss, damage or injury arising out of or resulting from the negligent acts or omissions or willful misconduct of Grantee or its employees, agents or contractors. 5. Authority. The persons executing this Agreement represent and warrant that they are duly authorized to execute and deliver this Agreement and to bind to the provisions hereof the party on whose behalf they are signing. 6. Miscellaneous Provisions. This Agreement is binding upon and shall inure to the benefit of the parties and their respective successors and assigns. This Agreement is the entire agreement between the parties pertaining to the subject matter hereof and supersedes all prior Page 628 of 865 understandings or agreements relating to the subject matter hereof, whether oral or written, and this Agreement may not be modified except by the mutual written agreement of both parties. This Agreement may be executed in counterparts. References in the singular number include the plural, and vice versa. IN WITNESS WHEREOF, the parties have executed this Permanent Easement Agreement by their duly authorized representatives as of the date first set forth above. IN WITNESS WHEREOF, the parties have executed this Permanent Easement Agreement by their duly authorized representatives as of the date first set forth above. C AND M ENTERPRISES, INC. CITY OF WAI'ERLOO, IOWA By: <<G By: Quentin M. Hart, Mayor Title: FP �$ Attest: Kelley Felehle, City Clerk STA I OF &WM Dou 'o) ) ss. &rat) v161 COUNTY) Acknowledged before me on OCt jtr, 7 G , 2025, by `C' CAroim SY161 aOW as S Cott IDOr VA OtUG of C and M Enterprises, Inc. 010\ S/uka,t-- Public STATE OF IOWA ) ss. BLACK HAWK COUNTY ) Acknowledged before me on , 2025, by Quentin M. Hart and Kelley Felehle as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. Notary Public 4 Page 629 of 865 EXHIBIT "A" Legal Description PART OF LOT 360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, BEING DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHEASTERLY CORNER OF SAID LOT 360; THENCE NORTH 89° 34'59" WEST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 12.50 FEET TO THE POINT OF BEGINNING; THENCE CONTINUING NORTH 89° 34'59" WEST ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 27.46 FEET TO THE SOUTHWESTERLY CORNER OF SAID LOT 360: THENCE NORTH 00°18'55" EAST ALONG THE WESTERLY LINE OF SAID LOT 360, A DISTANCE OF 6.50 FEET; THENCE SOUTH 89° 34'59" EAST 27.45 FEET; THENCE SOUTH 00°17'10" WEST, 6.50 FEET TO THE POINT OF BEGINNING. CONTAINING 178 SQUARE FEET. Page 630 of 865 Exhibit "B" PERMANANT EASMENT PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: C & M ENTERPRISES INC COUNTY PARCEL: 891336456021 1620 LA PORTE RD WATERLOO IA 50702 PROJECT PARCEL : 200 co N co co co co co co co 7r N PROJECT PARCEL 2 0 V 7r N co 7r N PLEASANT VIEW ADDITION r- co co op co co N N PERMANANT EASEMENT CONTAINS 178 SF co co 589°34'59"E 27.45' NOD°18'55"E 6.50' Tr N 0 COCO N89°34'59"W � 27.46' POB PLYMOUTH AVENUE (60') S'LY LINE N89°34'59"W 12.50' LEGEND: S00°17'10"W 6.50' POC • PARCEL OR LOT CORNER MONUMENT FOUND N90°00'00.0"E 0.00' MEASURED DIMENSION (200') RECORD DIMENSION SCALE IN FEET 0 40 REFERENCE DOCUMENT CLD-628-179 80 1 AECOM 1"=40' SHEET 1 OF 2 Page 631 of tsbb Exhibit "B" Continued PERMANANT EASMENT PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)--71-07 WATERLOO, IOWA OWNER: C & M ENTERPRISES INC COUNTY PARCEL: 891336456021 1620 LA PORTE RD WATERLOO IA 50702 PROJECT PARCEL : 200 DESCRIPTION: PERMANANT EASEMENT PROJECT PARCEL 200 PART OF LOT 360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF BLACK HAWK, STATE OF IOWA, BEING DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHEASTERLY CORNER OF SAID LOT 360; THENCE NORTH 89°34'59" WEST (ASSUMED BEARING FOR THE PURPOSE OF THIS DESCRIPTION) ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 12.50 FEET TO THE POINT OF BEGINNING; THENCE CONTINUING NORTH 89°34'59" WEST ALONG THE SOUTHERLY LINE OF SAID LOT 360, A DISTANCE OF 27.46 FEET TO THE SOUTHWESTERLY CORNER OF SAID LOT 360: THENCE NORTH 00°18'55" EAST ALONG THE WESTERLY LINE OF SAID LOT 360, A DISTANCE OF 6.50 FEET; THENCE SOUTH 89°34'59" EAST 27.45 FEET; THENCE SOUTH 00°17'10" WEST, 6.50 FEET TO THE POINT OF BEGINNING. CONTAINING 178 SQUARE FEET. AECOM SHEET 2 OF 2 Page 632 of 865 Prepared by Tien Andera, City of Waterloo, Waterloo, IA 50703. Phone (319) 291-4366 TEMPORARY EASEMENT AGREEMENT This Temporary Easement Agreement (the "Agreement") is entered into as of , 2025 by and between C and M Enterprises, Inc. ("Grantor"), and the City of Waterloo, Iowa ("Grantee"). 1. Grant of Temporary Easement. In consideration of the mutual promises and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged Grantor does hereby grant and convey unto Grantee, and Grantee does hereby accept, a temporary easement for purposes relating to construction of the Improvements (the "Temporary Easement") in, to, upon, over, across, and beneath the real estate (the "Temporary Easement Premises") as set forth on Exhibit "A" attached hereto and by this reference made a part hereof. 2. Purpose. The Temporary Easement Premises is intended for use by Grantee, its employees, contractors and agents, to reconstruct La Porte Road, utility improvements, grading, seeding, and installation of a retaining wall (the "Improvements"). It is the intention of the parties that Grantee shall assume all responsibility for the construction of the Improvements adjacent to the Premises, and that Grantor shall have no liability relating to the Easement or the Improvements except as may arise from the Grantor's own negligent acts or omissions or willful misconduct. 3. Grantor Duties and Privileges. Grantor shall deliver possession of the Temporary Easement Premises to Grantee, "as is, where is", without any representation or warranty as to the condition of same. Grantor shall have no duty to prepare the Temporary Easement Premises in any way for Grantee's use. Following transfer of possession of the Temporary Easement Premises, Grantor shall have no further duty or obligation with respect to same, except as set forth herein. Grantor may mow or care for grasses and vegetation growing in the Temporary Easement Premises during the period of this Agreement, but may not conduct other activities upon the Temporary Easement Premises without the prior written consent of Grantee. Grantor agrees that any activities that Grantor, its officers, employees, contractors or agents undertake on the Temporary Easement Premises during the term hereof shall be at their sole risk, and Grantor hereby agrees to indemnify Grantee, its officials, officers, employees, contractors and agents, with respect to any and all claims for injuries, death, property damage, property Toss or Page 633 of 865 otherwise, arising from the acts or omissions of Grantor, its officers, employees, contractors or agents, on or about the Temporary Easement Premises during the term of this Agreement. IN WITNESS WHEREOF, the parties have executed this Temporary Easement Agreement by their duly authorized representatives as of the date first set forth above. C AND M ENTERPRISES, INC. CITY OF WATERLOO, IOWA By: Quentin M. Hart, Mayor Attest: STATE OF Sla.A1/1 ) ss. braVo co COUNTY ) Kelley Felchle, City Clerk Acknowledged before me on 0 Ci" OVt.t, 1.010(1 , 2025, by TaflAV1 SC Irc OOW W I CAUL- of C and M Enterprises, Inc. ry Public STATE, OF IOWA ) ss BLACK. HAWK COUNTY ) aos \11t11111II I Il ryEp.dbly1 I S PuBOG OPS Acknowledged before me on , 2025, by Quentin M. Hart and Kelley pelchle as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. Notary Public Page 634 of 865 CONNECTION TO EXIST./ STORM SEWER PROPOSED PERM. ACQUISITION LPR200 C & M ENTERPRISES INC PARCEL ID:891336456021 b 1.620 LA PORTE RD Aft 16. roomy PERMANENT PERMANENT TEMPORARY ACQUISITION EASEMENT EASEMENT 420 SF '�' 179 SF f. 850 SF PROPOSED PERM. EASEMENT REMOVE & REPLACE PAVEMENT PROPOSED TEMP. EASEMENT �43 8 77.5' 78 4' POWER POLE TO BE REMOVED BY THERS LEGEND RIGHT-OF-WAY/PROPERTY LINES ACQUISTION LINES PERM. EASEMENT LINES TEMP. EASEMENT LINES PERMANENT ACQUISITION PERMANENT EASEMENT TEMPORARY EASEMENT AECOM EXISTING ROW LA PORTE ROAD PROPOSED STORM SEWER 04-10-25 Exhibit "A" RETAINING WALL PROPOSED WATER_ MAIN PARCEL LPR200 PHASE ANY PAVEMENT REMOVED WILL BE REPLACED IN -KIND UNLESS OTHERWISE NOTED. Public Impact Diagram C AND M ENTERPRISES INC La Porte Road Reconstruction Waterloo, Iowa 60736162 Page 635 of 865 APPRAISAL REPORT OF 420 Square Feet of Land — Fee Title Acquisition 179 Square Feet of Land — Permanent Easement 850 Square Feet of Land under a Temporary Easement 1620 La Porte Road Waterloo, Iowa 50702 La Porte Road Phase II Reconstruction Project Rally File # C25F2WH23 PREPARED FOR: City of Waterloo 715 Mulberry Street Waterloo, Iowa 50703 Attn: Tim Andera AS OF: July 11, 2025 Fee Simple Interest for Just Compensation PREPARED BY: RALLY APPRAISAL, LLC JAMES HERINK CERTIFIED GENERAL REAL PROPERTY APPRAISER 209 FRANKLIN STREET, SUITE A-3 CEDAR FALLS, IA 50613 PHONE: (319) 266-9373 Page 636 of 865 (Intentionally Left Blank) Page 637 of 865 Rally Appraisal, L.L.C. Cedar Falls Office • 209 Franklin Street, Suite A-3 • Cedar Falls, Iowa 50613 Clint Cota, SRA-Office Manager James A. Herink-Senior Appraiser David D. Passmore, MAI - Commercial CEO Adam Horan Jon Wienhold Ryan Meyers Brady Severson July 21, 2025 Tim Andera Economic Development Specialist City of Waterloo 715 Mulberry Street Waterloo, Iowa 50703 RE: 420 Square Feet of Land — Fee Title Acquisition 179 Square Feet of Land — Permanent Easement 850 Square Feet of Land under a Temporary Easement 1620 La Porte Road, Waterloo, Iowa 50702 Dear Client, Phone: (319) 266-9373 www.rallyappraisal.com As requested, I have inspected the subject property, reviewed the surveys for the project and sent notice to the property owner. I sent a letter to the property owner on July 2, 2025, inviting them to the site inspection and providing an opportunity to ask questions. The property owner did not respond to the letter and the property was inspected on July 11, 2025. This appraisal report is prepared for the client, the City of Waterloo, for eminent domain proceedings using an Appraisal Report format. This report represents my analysis and conclusion of the estimated just compensation based market value of the fee simple interest as of July 11, 2025. This appraisal report is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the Uniform Standards of Professional Appraisal Practice. As such, it may only present summary discussions of the data, reasoning, and analyses that were used in the appraisal process to develop the opinion of value. Additional supporting documentation concerning the data, reasoning, and analyses may be retained in file. Page 638 of 865 CERTIFICATION OF APPRAISER I hereby certify: That I have personally made a field inspection of the property herein appraised and that I have afforded the property owner or authorized representative the opportunity to accompany me at the time of inspection. I have also personally made a field inspection of the comparable sales relied upon in making said appraisal. The subject and comparable sales relied upon in preparing this appraisal is as represented by the photographs supplied. That to the best of my knowledge and belief the statements contained in the appraisal herein set forth are true, and the information upon which the opinions expressed therein are based is correct, subject to the limiting conditions therein set forth. That I understand the intended use of this appraisal is for eminent domain related acquisition of property by the State of Iowa. This appraisal was prepared according to the contract/assignment from the Iowa Department of Transportation. The appraisal is prepared under the Jurisdictional Exception provision contained in the Uniform Standards of Professional Appraisal Practice (USPAP),In preparing the appraisal; I have conformed to all parts of USPAP except those that are contrary to State and Federal requirements. This eminent domain appraisal has been completed under the following appraisal requirements • The Iowa Constitution, Article 1, Section 18 • Code of Iowa, Chapters 6A, 6B, 316 and other eminent domain statutes • Iowa Supreme Court interpretations of Iowa Constitution and eminent domain statutes • Regulations 761, IAC 111 • Federal Uniform Act and Regulations, 49CFR, part 24 Guidance can be found at • The Iowa Department of Transportation Appraisal Policy and Procedure Manual • The Federal Highway Administration (FHWA) Appraisal Guide • Uniform Standards for Federal Land Acquisition • Uniform Standards of Professional Appraisal Practice (USPAP) That neither my employment nor my compensation for making this appraisal and report are in any way contingent upon the values reported therein. That I have no direct or indirect present or contemplated future personal interest in such property or in any benefit from the acquisition of such property appraised. That I have not revealed the findings and results of the appraisal to anyone other than the proper officials of the Iowa Department of Transportation or officials of the Federal Highway Administration and I will not do so until so authorized, or until I am required to do so by due process of law, or until I am released from the obligation by having publicly testified as to such findings. That I am aware the client will provide a copy of this appraisal to the property owner or their designee. That the conclusion set forth in this appraisal is my independent opinion of the difference between the fair market value of this property immediately before and immediately after the proposed acquisition. I have performed within the context of the competency provision of the Uniform Standards of Professional Appraisal Practice. No one provided assistance during the inspection and aided in the research for this appraisal project. I have not appraised this property in the past three years and have not provided services related to this property. Page 639 of 865 As of July 11, 2025, the estimate of just compensation is as follows: Total Compensation: Estimated Compensation of the Taking $3,360 Estimated Compensation of the Permanent Construction Easement $1,432 Estimated Compensation of the Temporary Construction Easement $340 Estimated Just Compensation $5,132 The estimated just compensation for the proposed project as of July 11, 2025 is $5,132. FIVE THOUSAND ONE HUNDRED THIRTY-TWO DOLLARS $5,132 This transmittal letter and certification of appraisal precede the appraisal report, further describing the subject property and containing the reasoning and pertinent data leading to the opinion of value. Your attention is directed to the "General Underlying Assumptions" and "Limiting Conditions", which are considered usual for this type assignment and have been included at the end of the report. Please contact me if you have any questions. Sincerely, James Herink Certified General Real Property Appraiser, CG02627 Page 640 of 865 TABLE OF CONTENTS PREFACE: TITLE PAGE LETTER OF TRANSMITTAL CERTIFICATION OF VALUE Assignment Information 20 Community Data 21 Property Description 28 Project Description 30 Cost Approach 33 Income Approach 33 Sales Comparison Approach 34 Final Reconciliation 45 Addenda 46 Page 641 of 865 Parcel No. LPR200 EMINENT DOMAIN VALUE FINDING REPORT Project No. Not Provided County Black Hawk Record Owner C and M Enterprises, Inc. Owner's Mailing Address 311 4th Street, Brookings, South Dakota, 57006 Address of Property being Appraised 1620 La Porte Road, Waterloo, Iowa 50702 This property is described as: (Description in appraisal report) This property consists of 25,400 taxable SF before the acquisition and taxable SF will remain after the acquisition. The land to be acquired for project 24,801 purposes consists of 420 SF by fee title, 179 SF by permanent easement and 850 SF by temporary easement that will be returned to the property owner upon completion of the project. The present zoning is present use is C-2, Commercial District and its Retail The property is appraised on the basis of Its highest and best use for Retail before the acquisition and Retail after the acquisition. MARKET VALUE UNDER EMINENT DOMAIN LAW OF THE STATE OF IOWA The estimate of just compensation* is: $ 5,132 * Excludes the right of way fence. Compensation for R/W fence to be by fixed Schedule or in accordance with Section 6B.44, Code of Iowa. Date of Valuation July 11, 2025 Signed James Herink Page 642 of 865 LOCATION MAP r Washingn Bennington Cedar Fa Hudson IE! AUDOBON Eva Subject 162D Le Porte Rd Watedea, IA50702 Orange Raymond 27 GiIbef#viI�e Dunkerton Barclay Fa Rally Appraisal, LLC Page 8 of 56 Page 643 of 865 PHOTOS AND EXHIBITS PERMANENT EASEMENT AREA LOOKING EAST PLYMOUTH AVENUE LOOKING EAST Rally Appraisal, LLC Page 9 of 56 Page 644 of 865 PHOTOS AND EXHIBITS (Continued) PLYMOUTH AVENUE LOOKING WEST EASEMENT AND ACQUISITION AREAS LOOKING SOUTH Rally Appraisal, LLC Page 10 of 56 Page 645 of 865 PHOTOS AND EXHIBITS (Continued) EASEMENT AND ACQUISITION AREAS LOOKING NORTH LA PORTE ROAD LOOKING SOUTH Rally Appraisal, LLC Page 11 of 56 Page 646 of 865 PHOTOS AND EXHIBITS (Continued) LA PORTE ROAD LOOKING NORTH Rally Appraisal, LLC Page 12 of 56 Page 647 of 865 Aerial Photo PHOTOS AND EXHIBITS (Continued) Rally Appraisal, LLC Page 13 of 56 Page 648 of 865 PHOTOS AND EXHIBITS (Continued) Aerial Showing Easement and Acquisition Areas: CONNECTION TO ESi15T STORM 5EWE R 411, & IA ENTERPRISES INC FARCES ID: Ti91.i3615602T 720 LA PORTE RD PERMANENT PERMANENT T AC4UISITION AStNT 420 SF Ff9 F • PROPOSED PERM. EASEMENTS !MO.& & REPLACE A F PAVENENr I IPOSU, TEMP,EASEMEP. LEGEND I RIGHT- Or-wAY/PREPERTv L-NEE ACgJI SF ICn LINES PERIL EASEMENT LINES TEMP, EASEMENT LINES PFRLw4ENr Ae LJI ITIQ PERWNENr EASEMENT TEMPORAFTT EASEMENT ANY PAVELENT REMOVED MILL RE REPL4CED IWITD UNLESS OTHERWISE NOI ED. Public impact Dicgrcin C tutu M ENTERPRISES INC La Porte Raad Reconstruction Rally Appraisal, LLC Page 14 of 56 Page 649 of 865 PHOTOS AND EXHIBITS (Continued) Acquisition Area Survey: RIGHT OF WAY ACQUISITION PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)-71-O7 WATERLOO, IOWA CWNER: C & M ENTERPRISES INC CCLPNTT PARCEL: aB1336lS6O21 ifi.x. IA FORTE PO IRMIERLOO I45d387 PROJECT PARCEL : 2010 FNp, RfWVC A'4]'9o•E 0.75' ENO. TR' RERAR 0,9* H. bF ORNEh 59B'-010•E V ` 1 NIS UNE j p% D CONTAINS a;P SR I' 1TIVE 711.15' EL PLEASANT VIEW OBY g� ELAE 11. 11 N15' 72 •E �3. ' N00'17'10� 6,54' FRO. CUT O W Q POB SILT LINT,.--- -- --- 3439 ------------- N99•'31'391Y1 M PLYOUTHAVENUE (60') 1§4ia ]7,5D' (2889 11@, FRIAR/ ".'C 1 11.1..1y En1.1.1•11.rm1i1 brM—em aY•11,1 now .1..13 axle Yllr1111H11UP191'MN '4.r.t,mircmk.dPl 1141 Rr•YRy, 1.1.111111.11. MGM ice 1 R!•k y/b' 44 Am.. Iydrlwi YO Yda-1:11I. 2121 N111 11N111 p- W 1 k 141 p111 ME71CI 2■ NMI ROE LEGEND., PARCEL DREAM CORNER NONOMERT FOAM o SET 1.12' K 214' REDAR 1157E11014 FLSTIE 16 CAR Y7643 N90,86'D6p•E DAV MERRIAYEO DIMENSION WTI IIECORL2 DIMENSION SCALE IN FEET 40 90 REFERENCE DOCUMENT CLp-6}B-I TR SHEET 1 OF 2 Rally Appraisal, LLC Page 15 of 56 Page 650 of 865 PHOTOS AND EXHIBITS (Continued) Acquisition Area Legal Description: RIGHT OF WAY ACQUISITION PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)-71-07 WATERLOO, IOWA O WNER: C&MEHITERPFISr5IHC COUNTY PARCEL:891336456U21 16b4 LA PaATE DO W AT6IL88 IA 50135 PROJECT PARCEL : 200 DESCRIPTION: RIGHT.CFAVAY ACQUISITION PRDIECT PARCEL HID PART Of LOT360 OF PLEASANT VIEW ADDITION, CITY OF WATERLOO, COUNTY OF 9L4CKHAWK, STATE OF IOwA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOwTMEASTERLY CORNER OFSA1D LOT 3601THENCf NORTH A9'3a'59, WEST MSSI MED hEMING FOR THE PURPOSE Of THIS DESCRIPTION] ALONG THE SOUTHERLY LINE # SAID LUT 3R6, A DISTANCE OF 12.36 FEET; THENCE HQRTN W'77 1a' EAST, E,50 FEET' T-IFNCF M1 MRT- 15'52'23' EAST, 43, 76 FEET TO A LINE THAT 15 0.75 FEET WESTERLY OF AND PARALLEL yy1TH THE EASTENL' LINO �, .AIG LOT 3641 THENICE NORTH 04' 17'16' EAST ALONG SAID PARALLEL LINE. TEAS FEET TO THE NORTHER_Y LIhL DI SAID Lot TEO: THENCE SOUTH E4'41'3R'EAST ALONG THE NDRTHERLYUNE aF %ap LOT am, A DISTANCE OF .3, 75 . FF7 TO —HE NDRTHEAT TERLY C MINER CIF SAID LOT BED: THENCE SOUTH D4'17'A6' wESTALONG THE EASTERLYUNE OF SAID LOT 360, A DISTANCE OF 127.13 FEET027.00 FEET RE€ORIMTO TIIE POINT OF hEGINMING, CONTAINING420 SWAIM FEET Rally Appraisal, LLC Page 16 of 56 Page 651 of 865 PHOTOS AND EXHIBITS (Continued) Permanent Easement Survey: PERMANANT EASMENT PLAT LA PORTE ROe\r) ? ECONSTRUCTION PROJECT HDP-6155(786)-71-O7 WATERLOO, IOWA OWNER: C S M ENTERPRIE5 INC CC NF' PARCEL: d9133.5a56021 1576 uP01TTE Ph WATERL64Id 56702 PROJECT PARCEL : 204 0 PEAAIAIiBNTEASEME CQNTJN517A 9 PROJECT PARCEL 21 PLEASANT VIEW ADDITION So•§1'39'E 77,45' '1i55'E a,50+ PLYNOUTH AVENUE (6U AECOM 500.17'10'44 6.50' Ne4'3-0'S9'w roc f J 334JI S'LN Ur1[ NL*y1'S9•w 1230' LEGEND # PARCEL CALM CORNER MBNUMEIT FOUND NK,SK 40.1rE0.90' ME451..RE6 DIMENSION (2009 RECORD DINIEk6ION SCALE IN FEET 0 40 REFERENCE O9CUMEN1 CLp47d-0 TB 80 SHEET 1 OF 2 Rally Appraisal, LLC Page 17 of 56 Page 652 of 865 PHOTOS AND EXHIBITS (Continued) Permanent Easement Legal Description: PERMANANT EASMENT PLAT LA PORTE ROAD RECONSTRUCTION PROJECT HDP-8155(786)-71-07 WATERLOO, IOWA O WNER: C & M ENTERPRI5r5 Ir.0 COUNTY PARCEL: 1591336456021 loo y, FonTE up w aTEtLoa sOTO! PRO}ECT PARCEL : 200. DESCRIPTION: PERMANANT EASEMENT PFIOJECi PARCEL,2ob PART OF LOT 360 OF PLEASANT vIEW ADDRIC6d, CITY OF WATERLOO, COUNTY OF BLACK HAWK: STATE OF IOwA, BEING DESCRIBED AS FOLLOWS: COMMENCING AT T'IE SOUTH€ASTERLr CORNER. Of SAID LOT 364:THENCE NORTH ES•3+1'SB" WEST {ASSUMtu Jtn'UNC FQh THE PURPOSE DF THIS DESCRIPTION] ALONG THE SOUTHERLY LINE OF SAID LOT 366, A DISTANCE OF 12.0 ' EE 1 F,3 11E POINT OF BEGINNING: THENCE CONTINUING NQR,TH 8F34'54"NEST ALOH[ THE souniERLY UNE OF SAID . Dr'i , .q DISTANCE OF 27,+6 FEET TO THE SOUTHWESTERLY CORNER OF SAJO LOT360: THENCE NORTH 00'18'51' LAST A_{INGTHE wESTERLY LINE OF SAID LOT 36a, A DISTANCE of is.SO FEET: THENCE SOUTH 04"34'Ss" EAST 27.43 FEE!: 1 I IENCL SOUTH Dir17'10' WEST, 6,50 FEET TD THE POINT Of EEGINNIFF5, coNTAInING 17E 5pu8AE FEET. Rally Appraisal, LLC Page 18 of 56 Page 653 of 865 APPRAISAL REPORT Iowa Department of Transportation OFFICE OF RIGHT OF WAY APPRAISAL RECORD OF CONTACTS Contact No. 605-692-6900 County Black Hawk ® Owner ❑ Tenant ['Other ❑ Personal Contact ❑ Telephone Type of Property ❑AG ®COM ❑ Other Restaurant ❑RES ❑IND Anticipated Appraisal Format Value Finding Persons Present None La Porte Road Reconstruction — Project Phase II Parcel LPR200 Discussion of Activities I sent a letter to the property owner on July 2, 2025, inviting them to the site inspection and providing an opportunity to ask questions. The property owner did not respond to the letter and the property was inspected on July 11, 2025. Appraiser James Herink Date July 11, 2025 Rally Appraisal, LLC Page 19 of 56 Page 654 of 865 APPRAISAL REPORT Property Identification: 1620 La Porte Road, Waterloo, Iowa 50702 Report Prepared By: James Herink Rally Appraisal 209 Franklin Street, Suite A-3 Cedar Falls, IA 50613 (319) 266-9373 Office Report Prepared For: City of Waterloo 715 Mulberry Street Waterloo, Iowa 50703 Deed Holder: C & M Enterprises, Inc. Current Assessed Value Parcel Land Building Total Taxes 891336456021 $203,200 $342,680 $545,880 $18,365 The subject has not been sold or transferred in the last three years per the assessor's records. It has not been listed for sale in the last 12 months on any of the listing services available to the appraiser and there are no known pending sale contracts on the subject as of the effective date of this report. NEIGHBORHOOD & MARKET ANALYSIS The subject property consists of fast-food restaurant with 1,798 square feet that was built between 1977 and 2014. It is located along an established commercial corridor consisting mostly of retail properties to the north and south. Industrial / retail is the primary land use the east with residential to the west. The La Porte Road corridor is popular amount retail users due to its proximity to US Highway 218 as well as residential improvements. It is also near the Crossroad Shopping Center, the primary shopping district in Waterloo. The majority of the properties along this corridor were built in the 1970's or before and are in average or better condition. Rental rates and values along this corridor are typically lower than other parts of Waterloo, which helps maintain the viability of this corridor. Per the 2014 traffic study by the Iowa Department of Transportation, approximately 11,900 vehicles per day pass by the subject on La Port Road. Vacancy rates for office and retail properties in the neighborhood are generally less than 10%. The subject's neighborhood boundaries are the Cedar River to the east and north, US Highway 20 to the south and Kimball Avenue to the west. It is expected that this area will maintain its commercial viability due to the impact the nearby primary roads and proximity to residential developments. Rally Appraisal, LLC Page 20 of 56 Page 655 of 865 COMMUNITY DATA irkersburg 0 Stout Sinclair 0 011 and -irundy Center 0 Shell Rock Finchford New Hartford sz --Bike. . -- Morrison Lincoln Gladbraak Janet Reirsheck Waverly Janesville Artesian 0 Readlyn 63 Denver Klinger Oran CD❑unkerton CedarSgF}a'"ss `--' 7t8 Waterloo 1 udsor Voorhies Evansdale 0 Gilher'vi11e La Porte City Fai rh an k ES up 0 Shady Grave DI4 sdale Buckingham Traer dysar Mt Auburn F-azleon C':erville ts; Brandon Stanley DOHS Independence 3e, Qu CI Rowley lk• Urbana Vkia Overview The Waterloo/Cedar Falls metro area includes the communities of Waterloo, Cedar Falls, Evansdale, and the outlying communities of Elk Run Heights, Hudson, Washburn, and Raymond. The population, education, and household statistics for the Waterloo/Cedar Falls metro area, as reported by the Cedar Valley Alliance, are on the following pages. Rally Appraisal, LLC Page 21 of 56 Page 656 of 865 COMMUNITY DATA (Continued) CEDAR VALLEY WATERLOO/CEDAR FALLS, IO1A MSA, AND SURROUNDING AREAS GROW CedarValley Di.srvnS, vxnm.. iLY. yp+ : • i j Rally Appraisal, LLC Page 22 of 56 Page 657 of 865 COMMUNITY DATA (Continued) The Cedar Valley area in Northeast Iowa includes atatal population of 250,000. The area is home to one of three Iowa Board of Regents universities, a four-year private college, innovative public and private Pre-K and K-12 schools, and nationally recognized historic downtown districts. Life in the Cedar Valley is enhanced by an extensive system of recreational trails and bicycle paths, numerous municipal and state parks, golf courses, a variety of museums, music and cultural festivals, anda state-of-the-art performing arts center. 0 The Cedar Valley is within a day's drive of all major Midwest markets, with a 50-minute direct commercial flights to/from Chicago O'Hare. POPULATION Cedar Falls - Waterloo MSA Black Hawk County Cedar Falls Dunkertan Elk Run Heights Evian sdale Gilbertvil le Hudson Jonesville La Porte City Raymond Waterloo 167,906 129,1170 42,981 1,552 1,051 7,568 855 2,869 1,497 3,276 707 69,961 Bremer County Waverly 25,517 12,97" Buchman Cornty 20,670 Butler County 14,266 Chickasaw County 11,660 Fayette County Grundy County Tama County 19,244 12,519 16,966 Cedar Valley Region 250,822 ssw.ynnarxizv pchbFl CLIMATE Spring Avg. Temp: 48.4 M1 To rh -May Summer Avg. Temp: 70.8 J u.ne - Aug" Fall Avg Temp: 49.9 Sept. - Nov. Winter Avg Temp: 21.4 Dec" - Fett Ate. 7umPubnc ) i Efunm'wmrsAvsu men RAIN & SNOW Spring Avg. Rain:3.4' March - May Avg. Snow: 6.6' Summer Avg. Rain 11.T June - Aug Avg Snow: 0' FaII Avg. Rain:2.36' Sept -Nov. Avg Snow:1.3- Winter Avg. Rain:1.0' dea - Feb Avg. Snow: 6.3' RECREATION & SPORTING OPPORTUNITIES 40 Public Parks 1 Inclusive Park 3 Dog Parks 10 Go If Courses 5 DiscGalfCourses 7 Public Swimming Pools/ Aquatic Centers 30 Public Tennis Courts 46 Pickleball Courts 23 Softball/Baseball diamonds 1 Ice Skating/Hockey Arena (Indoor) 15 Public Boat Launches 12:560+ Campgrounds:Sites 5 Soccer Camplexes (Outdoor) 1 Soccer Field (Indoor) 1 Theme Park (Outdoor) 2 Water Parks (Outdoor) rag.g narimat Eltek hhurrkCamtronlitia 13, wow y ARTS & CULTURE 15 Museums 7 Public Libraries 2 Art Museums 8 Performing Arts Venues 2 Youth Museums 2 Symphony Orchestras ryusisnara_rtavarrkawrCarty a:fmacrya, Wormy Rally Appraisal, LLC Page 23 of 56 Page 658 of 865 COMMUNITY DATA (Continued) Employment Employment and cost of living factors, including the area's largest employers, are shown below. The U.S. Bureau of Labor Statistics is indicating an overall unemployment rate for Black Hawk County of 4.5% as of May, 2025. This is compared with 3.6% for the entire state of Iowa and 4.2% for the United States. THE VALLEY MCCIEEIM UrrtyPoint Health - Allen Hospital MercyOne Waterloo Medical Center Mercy° ne -Cedar Falls MedioolCenter Waverly Health Care 204 Beds 366 Beds 100 Beds 25 Beds GROW HERE LIVE THE VALLEY Livia the Valley is a webs rt , magazine, and social media platform offering a look into what it is like to live, work and play in the Cedar Valley, including an interactive cost of living calculator. For more information, visit www,livethevalley.comor scan the OR code. TOP INDUSTRY STATS gunge sr% Wrridorce Trarrspartat ion & Warehousing $66,977 I 5.7% Finance & I rn u ra nce S93,060 13.25% Manufacturing $107,914 I 14.02% Healthcare & Social Assistance $59,232 113.61 . Retail Trade $41,085 111.03%, sane+j 2CD4 - Bkrkkklaili Ccwray COST OF LIVING COST OF LIVING Overall cost of living is 14.3% lower than U.S. average GROCERIES 5.1% lower than U.S. average lii .li. HOUSING 20.19% lower than U. average UTILITIES 16 I, lower than U.S. average sa -cod. Z•asarr.,dag c�tm�xt-rn.e C ' s u rs,a ee.raruxey �erroerw , erg,+__' tr.wrwg.• TRANSPORTATION Interstate Highways I-3BG FederaI Highways US20, 63, 2111 State Highways IA21r 51, 5E, 21E Mass Transit Passenger Air Service MET Transit Waterloo Regional Airport Municipal Airports 4 0 MAJOR EMPLOYERS John Deere 4,650 UnityPoint Health 3,591 Tyson Fresh Meats 3,120 Mercy()ne 2,459 Waterloo Community Schools 1,000 Target Distribution Centers 1,700 University of Northern Iowa 1,560 Cedar Falls Community Schools 1,353 Hy-Vee Food Stores 1,217 Western Horne Communities 915 VGMCroup 900 Bertah Cabinet Manufacturing 727 Hawkeye Community College 724 City of Waterloo 703 Verdian Credit Union 666 City of Cedar Falls 578 Omega Cabinet ry.Masterbrand 567 Central Rivers Area Educ. Agency 502 Wartburg College 50D TruStage 487 Cedar Valley Me,d ica I Special lets 456 Martin Brothers Distribution 450 Black Hawk County 40D Viking Purnp 375 The Isle Casino Hotel 30D LSD/LSBx 287 CBE Companies, Inc 271 ConAgra Foods 242 irT. For job opportunities, visit livethevalla .com lobs or growccdorrollc,.com:'jobs Rally Appraisal, LLC Page 24 of 56 Page 659 of 865 COMMUNITY DATA (Continued) The Cedar Valley boasts strong public a nd private educational systems from early ch i ld hood education to PhD. programs. The Cedar Valley is the on ly region in the world with a col lective empha si s on developing leadership and employability skills in PreK-12 schools with Leader in Mein. The Cedar Valley is also home to River H ills School, a public - sponsored special school for students with moderate, severe, and profound developmentaldisabilities. The school employs innovative straotegiesto serve students from kindergarten through age21. PRIMARY EDUCATION SCHOOL Cedar Falls Cedar Valley Catholic Schools Hudson Jesup Waterloo Waverly -Shell Rock State Composite National Composite ENROLLMENT 5,910 1,765 894 1,151 10,806 2,612 AVG. ACT SCORE 2f 25 25 26 23 25 20.8 19.5 . . - i'.'.L'odiJGalm-its, 2273-I274. Ow. . Sdhso'AOC-r2Eovhnvrt bje SeMern. EDUCATION ATTAINMENT LEVEL OF EDUCATION High Sc hoo l Diploma + Some College, No Degree Associates Degree Bachelors Degree + CV 93.7% 18.6 % 13.1% 32.1% IA 93.S% 19.7% 12% 32.3% yea: LIS. Cana + Jt v - attaroa,toderFal; 7A0.159J US 89.6% 19.1 % 8,8% 35.7% HIGHER EDUCATION INSTITUTION ENROLLMENT University of Northern Iowa - 9,021 Regent University Hawkeye Community College - Community/ Technical College Wartburg College - Private ryJ Ian College - health 469 Sciences Programs Upper Iowa University - 3,043 Private 1,472 aura.. hoaDaparimara dEdnvYbn - DSO bwcCdpgaS 2XWasiy fb/ BroYmrt fort ONLINE RESOURCES Moving or Visiting the Cedar Valley livetheva Iley.com aedarfa II stou ri sm.org experiencewaterloo.ao m waveriyweloomeho me.com Industrid/Office Site Selection Resources grawccdarva Iley.corn /economic - develop ment GROW CedarValley ADDRESS 360 Westfield Ave-, Suite 300 Waterloo, IA 50701 PHONE 319-232-1156 International +1-319-232-1156 TO VTSfT OUR W EHS[T E. SCAN THE OR CODE! CONNECT 0 0 V Rally Appraisal, LLC Page 25 of 56 Page 660 of 865 COMMUNITY DATA (Continued) Education The Waterloo / Cedar Falls metro area is currently served by two public school districts: Cedar Falls Community School District and the Waterloo Community School District. There are also a few parochial schools in Waterloo and Cedar Falls. The community of Hudson has its own school district. The Cedar Falls School District built a new high school, which opened in 2023, to accommodate enrollment growth. Cedar Falls is home to the University of Northern Iowa. The University of Northern Iowa is a four- year state university with an approximate enrollment of 9,000 students. Hawkeye Community College is a two-year college, located on the south side of Waterloo, with an enrollment of approximately 4,800. Transportation For decades, Waterloo/Cedar Falls had been known as the largest metropolitan areas in the country without a link to the interstate system. The first link came in 1985 when Interstate 380 was complete that connects Waterloo and Cedar Falls to Cedar Rapids and Interstate 80 to the south. The second link came in the early 2000's when the Avenue of the Saints was completed within the metro area. This avenue is a four -lane expressway that connects St. Paul Minnesota to St. Louis Missouri. Additionally, US Highway 20, a four -lane expressway running east/west connects Waterloo and Cedar Falls to Dubuque to the east and Interstate 35 to west. The stretch of US Highway 20 from west of the metro area to Interstate 35 was completed in 2003. These three highways are known as the "Golden Triangle" and have helped spur growth in both Waterloo and Cedar Falls during the last few decades. There are multiple railroads in the metro area. The Waterloo Municipal Airport on the north side of the metro area provides air service. Rally Appraisal, LLC Page 26 of 56 Page 661 of 865 COMMUNITY DATA (Continued) Conclusion The Waterloo/Cedar Falls metro area experienced a major economic downturn in the late 1970s and early 1980s with the community's largest employer, John Deere, laying off several thousand employees. Rath Packing, another major employer, also shut down their facility in Waterloo about the same time, laying off several thousand more workers. Over the past two decades, this metro area has been making progress recovering jobs lost during that economic downturn. The Cedar Falls Industrial Park has been rapidly expanding over the past decade with several local businesses relocating and new businesses coming into the area. This office park has an aggregate employment base of approximately 5,000 jobs. There has been some growth with IBP, now Tyson's, on the northeast side of Waterloo in the past decade with a recent multi -million -dollar expansion announced that will create more than 200 jobs. The Isle of Capri Casino opened in Waterloo in 2008 creating nearly 800 jobs. Several apartment projects on the west side of Cedar Falls have been developed in the past 10-15 years that are oriented to students of the university. The population projections reported by the Cedar Valley Alliance online may be unjustified, given the amount of growth in this area. At the very least, the population is expected to remain stable for this metro area, with a potential slight increase in population. Rally Appraisal, LLC Page 27 of 56 Page 662 of 865 P The subject property consists of a single parcel with 25,400 square feet per the Black Hawk County Assessor. It is zoned C-2, Commercial District, which allows for an array of improvements including retail and office, among others. It is improved with a fast-food restaurant that contains 1,798 square feet. The improvements are a wood -framed structure originally constructed in 1977 with additions in 1995 and 2014. The improvements appear to be well maintained and are considered to be in average condition. Site improvement include 19,600 square feet of concrete and asphalt paving in average condition with 36 parking spaces plus a pole sign and some fencing. The subject is most suitable for a retail improvement due to its location. The current use conforms to the neighboring uses. Rally Appraisal, LLC Page 28 of 56 Page 663 of 865 Project No. Not Provided Parcel No. LPR200 PURPOSE OF THIS APPRAISAL: To estimate the market value of the ownership interest, and the leasehold interest if any, in this property before the proposed acquisition and the market value of the same interest in the remainder property immediately after the proposed acquisition. In case the proposed acquisition causes only limited damage, the purpose is to estimate just compensation resulting from the acquisition, without reporting before and after values. DEFINITION OF MARKET VALUE: In addendum DEFINITION OF HIGHEST AND BEST USE: The utilization of a property to its best and most profitable use. It is that use, chosen from among the reasonably probable and financially feasible alternative uses which are found to be physically practical, legally acceptable and which results in the highest present value, as defined, as of the effective date of the appraisal. HAZARDOUS SUBSTANCE CONTAMINATION: The appraiser observed the following signs of possible contamination: ® None, ❑ As described FIVE YEAR DELINIATION OF TITLE: The subject has not been sold or transferred in many years. The last recorded transfer was in 1992. LEASES: The subject is not believed to be leased DATE OF INSPECTION AND INVITATION: I sent a letter to the property owner on July 2, 2025, inviting them to the site inspection and providing an opportunity to ask questions. The property owner did not respond to the letter and the property was inspected on July 11, 2025. Telephone number of owner or representative contacted: 605-692-6900 I personally inspected the subject property on July 11, 2025 Rally Appraisal, LLC Page 29 of 56 Page 664 of 865 PROJECT DESCRIPTION The project involves the reconstruction of La Porte Road from Byron Avenue to approximately East Ridgeway Avenue. This stretch of road currently includes a two-lane road plus an access road in some places. The plan is to make it all into one road with a center turn lane, add bike and walking trails, bury the overhead power lines, install new lighting, update the storm sewer and other infrastructure and improve the aesthetics. The appraisal report does not take into consideration any benefits of the project. The project involves a fee title acquisition, permanent and temporary easements. A permanent easement is essentially a fee title acquisition so the subject's permanent easement will be valued as such herein. The proposed acquisition area is at the southeast corner of the parcel and contains 420 square feet. The permanent easement is on the south edge of the parcel, just east of the driveway near La Porte Road, and contains 179 square feet. The temporary easement parallels La Porte Road and contains 850 square feet. The plats and legal descriptions for the easement and acquisition areas are in the exhibit section of this report. An aerial of the easements and fee title acquisition area is on the next page. IMPACT OF THE T The fee title acquisition and permanent easements will reduce the land area of the subject property on its eastern edge. The temporary easement will be returned to the property owner. The temporary easement will temporarily encumber the illustrated area and will not damage the remainder of the site. The temporary easement will only be during the construction period, which is expected to be six months. HIGHEST AND BEST U The subject property is within an established commercial area along an arterial in Waterloo. It is zoned C-2, Commercial District, which allows for an array of commercial applications, and is improved with a fast -foot restaurant. The subject's current use is physically possible, legally permissible, financially feasible and maximally productive both before and after completion of the construction project. The acquisition, permanent and temporary easements will not change the subject's highest and best use. Rally Appraisal, LLC Page 30 of 56 Page 665 of 865 Aerial Showing Easement and Acquisition Areas: , ap , . iirgriortro-ci r „, L,R200 II # r 1 . :,... C. & NA ENTERPRISES INC PARCEL ID: Sg1336455O2F ti 2{1 LA P0RTE R❑ AD PERMANENT � PERMANENT TEMPORARY I P .� : 1 CCN• F•ETTION TO EXIST. ST.4111.l SEWER .. 'ACQUISITION ASE. NT 420 SF Ifs, F EASEMENT 850 SF 1- a y PROPOSED PERM. EpSEuErIT' 6.5' REPLACE{ A O1 E Y q ui .,',! # '^ it PROPOSED TEMP.EASEMEMT f , 7 RETAIN!NG WALL 780. 1 ! PROPOSED PERM. £CUISITION. ' POWER POLITODE REMDVGV RY - - 1 -EXISTING RDW TH ERG LAKATE REIMS . _ \PRC.P:SEC WATER PROPOSED STORM MAIN SEWER J{J{J{J{ - f;l ti - AIL / . it O m •. N rext ` LEGEND RIGHT -DF-WAY/PROPERTY LINES ACAuI ST leer LINES - — — PERM. EASEMENT I INES — — — TEMP, EASEMENT LINES PARCEL 1 • I PERIAAHENT AETUNSIT10m LPR2OJ PERMANENT EASE1€NT UIY PAVErENT REMOVED IA PAN S 7 1 TEMPalARY EASEMEifT WILL EE REPLACED INKrz. 2 -a k LNLEESQTHERVEE NO1EO. Public Impact Diagram i t dIA ACOA1 C AND m ENTERPRI5E5 INC } Ld Porte Rood Reconstruction :}c. L...,a waIerleo,io.Aa 60136162 Rally Appraisal, LLC Page 31 of 56 Page 666 of 865 a Identify / describe relevant conditions / assumptions pertinent to the valuation assignment (e.g. access, title, legal, etc.): The value of the subject property is being estimated using a Value Finding format. The project involves a fee title acquisition, permanent and temporary easements. OPE / INTEND ISE / INTENDED US: This appraisal report is presented in a Value Finding format. The significant elements of scope include a site inspection, a call or meeting with the owner, and a search of comparable sales in the area. The sales were analyzed and all aspects of the project were considered for just compensation. The appraisal format incorporates the IDOT forms and required valuation methodology. INTENDED USE / USER / EFFECTIVE DATE: The intended user is the City of Waterloo and is intended for eminent domain proceedings. The effective date of the fee simple market value is as of the date of inspection, which occurred on July 11, 2025. APPRAISAL PROCESS AND INSPECTION: The subject property was inspected by the appraiser on July 11, 2025. The appraiser also relied on acquisition plats and plans for the project provided by the City of Waterloo. TYPE OF REPORT: This report is intended to be an appraisal report. This is an Appraisal Report, which is intended to comply with the reporting requirements set forth under Standards Rule 2-2 (a) of the Uniform Standards of Professional Appraisal Practice (USPAP) for an Appraisal Report. As such, it presents only summary discussions of the data, reasoning, and analyses that were used in the appraisal process to develop the appraiser's opinion of value. Supporting documentation concerning data, reasoning, and analyses is retained in the appraiser's files. The depth of discussion contained in this report is specific to the needs of the client and for the intended use as stated on the following page. The appraiser is not responsible for unauthorized use of this report. Exposure Time: is defined as "an opinion, based on supporting market data, of the length of time that the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal" 1 In case of the subject, exposure time is determined to be 6-12 months. 1 Uniform Standards of Professional Appraisal Practices & Advisory Opinions, Appraisal Standards Board, The Appraisal Foundation, 2024. Rally Appraisal, LLC Page 32 of 56 Page 667 of 865 The cost approach is most influential when there are new or near new improvements involved. The cost approach is not applicable and will not be completed since the improvements are nearly 50 years old. The income approach does not apply to valuing this type of parcel and is not developed in this report. Rally Appraisal, LLC Page 33 of 56 Page 668 of 865 SALES COMPARISON APPROACH The appraiser researched land sales in the region for lots with similar use potential as the subject. The Multiple Listing Service and the Black Hawk County Assessors records were researched and the following sales were discovered and analyzed. Comparable Land Sales Summary Table No Address City Sale Date Sale Price Size (SF) Price!SF 1 NEC Heath St & Lagan Ave Waterlaa Apr-25 $475,000 59,242 $8.02 2 Kimball Avenue Waterloo Apr-24 $200,000 30.431 $6.57 3 330 Tower Park Dr Waterlaa Aug-23 $125,000 27.007 $4.63 4 2065 Logan Ave Waterlaa Jun-23 $629,000 48,264 $13.03 5 Kimball Avenue Waterlaa Feb-23 $525,000 57,064 $9.20 6 42 E. Tower Park Dr Waterloo Dec-22 $325,000 70.175 $4.63 7 NEC Ridgeway & Kimball Ayes Waterlaa Mar-22 $611,582 47,045 $13.00 Low $4.63 High $13.03 Average $8.44 Summary: The sales in the chart above are all commercial lots in Waterloo that are most suitable for a retail application. They are the best available, most recent and have favorable influence to value the subject property. The typical buyer would consider all of the sales, if all were available. Comments on the Comparable Sales Comparable Sale 1 is the most recent sales available for analysis and is a corner lot along US Highway 63 on the north side of Waterloo. The visibility and access of this sale is slightly superior to the subject, but it is otherwise similar. Comparable Sale 1 supports a value of $8.02 per square foot. Comparable Sale 2 is an interior lot along Kimball Avenue, which is similar to the subject's location. This sale requires no adjustments and supports a value of $6.57 per square foot. Comparable Sale 3 sold in August of 2023 and has inferior access and visibility when compared to the subject since it cannot be seen or accessed from an arterial. This sale indicates the lower range of value at $4.63 per square foot. Comparable Sale 4 is located along US Highway 63 on the north side of Waterloo with superior access and visibility when compared to the subject and brackets the upper range at $13.03 per square foot. Comparable Sale 5 is an interior lot along Kimball Avenue just off the intersection between Ridgeway and Kimball Avenues. This comparable has slightly superior access and visibility when compared to the subject and supports a value of $9.20 per square foot. Rally Appraisal, LLC Page 34 of 56 Page 669 of 865 SALES COMPARISON APPROACH (Continued) Comparable Sale 6 has inferior visibility and exposure when compared the subject but is otherwise similar. This sale indicates the lower range of value at $4.63 per square foot, like Comparable Sale 3. Comparable Sale 7 is a corner lot at the intersection between Ridgeway and Kimball Avenues with superior access and visibility when compared to the subject. This sale is toward the upper range of the comparable sales at $13.00 per square foot. Summary of land value estimate: The sales support a value for the subject between $4.63 and $13.03 per square foot, with an average of $8.44 per square foot. The value estimate for the subject is below the average at $8.00 per square foot due to the influence of the most recent sale. $8.00 / SF Rally Appraisal, LLC Page 35 of 56 Page 670 of 865 Value of the Fee Title Acquisition Area The subject has a proposed fee title acquisition area of 420 square feet. The estimated value of this area at $8.00 per square foot is as follows: 420 SF X $8.00 per SF = $3,360 Value of the Permanent Easement The subject has a proposed permanent easement area of 179 square feet. A permanent easement essentially equals a fee title acquisition so the estimated value of this area at $8.00 per square foot is as follows: 179 SF X $8.00 per SF = $1,432 Value of the Temporary Easement The subject has a proposed temporary easement area of 850 square feet. The estimated value of this area at $8.00 per square foot is as follows: 850 SF X $8.00 per SF = $6,800 The owner will get this area back, but a fair return on this area needs to be estimated for just compensation. A reasonable safe rate for an investment with the estimated duration of one year is approximately 4.00%, based on current treasury yields. The best -case scenario is an estimated return of 10% annually applied to a six-month holding period will be used to estimate the value of the temporary easement for just compensation. (10% annual rate x (6 months / 12 months)) X $6,800 = $340 Rally Appraisal, LLC Page 36 of 56 Page 671 of 865 LAND SALES MAP waterloo Regional Airport Comp 2055 ..o an Ave Waterloo, EA Sale: S13.D3 ALABAR t rtis Comp2 Kimball Avenue Waterloo, IA Sale: 56.57/SF Comp 33D Tower Pact Dr Waterloo. IA Sale: S4.63/SF Comp -eath S- yoga Ave Waterloo, LA Sale: 58.42/SF Comps Kimball Avenue Waterloo, LA Sale: S9.2DESF SHEPHERD Big Rock Ea stgate Comp 7 Waterloo, Ridgeway & Kimball Aves v Yaterloo, :A Sale: S13.DD-SF Subject t62D La. Porte Rd Waterloo, 6A 50702 Comp6 42 E. Tower Park Dr Waterloo, LA Sale: S4.62 SF Elk Run Heights Evansdale +rr b Cedar Knoll Park Rally Appraisal, LLC Page 37 of 56 Page 672 of 865 Reta i I Lot Comparable 1 Sale Information Buyer Veridian Credit Union Seller North Crossing, LLC Sale Date 4/28/2025 Transaction Status Recorded Sale Price $475,000 $8.02 /SF Land Analysis Price $475,000 $8.02 /SF Land Recording Number 2025-05953 Rights Transferred Fee Simple Financing Cash Conditions of Sale Arm's Length Property Land Area 1.36 Acres (59,242 SF) Number of Parcels 1 Zoning C-P Shape Rectangular Topography Level Utilities All Available Flood Zones No Flood Zones NEC Heath St and Logan Ave Waterloo, IA 50703 County Black Hawk APN 891312303001 Confirmation edar Falls: WalOo -Go fe da g L, Map data ©2025 Dewar Name Date Remarks Publications / CHR 7/2/2025 Retail lot along US Highway 63 on the north side of Waterloo in the North Crossing Development. This property was purchased by Veridian Credit Union that planned to build a branch on the site. Rally Appraisal, LLC Page 38 of 56 Page 673 of 865 Commercial Lot Comparable 2 Sale Information Buyer Raspberry Holdings, LLC Seller NE IA Real Estate Investments, LTD Sale Date 4/4/2024 Transaction Status Recorded Sale Price $200,000 $6.57 /SF Land Analysis Price $200,000 $6.57 /SF Land Recording Number 2024-00012399 Rights Transferred Fee Simple Financing Cash Conditions of Sale Arm's Length Property Land Area 0.6986 Acres (30,431 SF) Number of Parcels 1 Zoning S-1 Shape Rectangular Topography Level Utilities All Available Flood Zones No Flood Zones Kimball Ave Waterloo, IA 50702 County Black Hawk APN 8813-03-151-095 Confirmation 0 Go_gIe 0 ad 210 t/ Map data ©2025 Google Name Matt Miehe Date 6/7/2024 Remarks Commercial lot along Kimball Avenue south of Ridgeway Avenue in Waterloo. This property is zoned S-1, Shopping Center and this site is most suitable for a retail use. This lot contains 43,473 but about 30% of the site is encumbered by easements and not usable. The estimated usable is approximately 30,431 square feet, which is the area noted in this write-up. Rally Appraisal, LLC Page 39 of 56 Page 674 of 865 Commercial Lot Comparable 3 Sale Information Buyer SKH Properties, LLC Seller Cedar Valley Medical Specialists, PC Sale Date 8/29/2023 Transaction Status Recorded Sale Price $125,000 $4.63 /SF Land Analysis Price $125,000 $4.63 /SF Land Recording Number 2024-00003205 Rights Transferred Fee Simple Financing Conventional Conditions of Sale Arm's Length Marketing Time 365 days Property Land Area 0.62 Acres (27,007 SF) Number of Parcels 1 Zoning C-P Shape Irregular Topography Level Utilities All Available Flood Zones No Flood Zones 330 Tower Park Dr Waterloo, IA 50701 County Black Hawk APN 881309226033 Confirmation Go g e 21 21 Map data ©2025 Goggle Name Date Remarks Firm Appraisal 12/7/2023 Small commercial lot at the corner of Jonathan Street and Tower Park Drive in Waterloo. This property has average access, visibility and was purchased to be improved with a medical office. Rally Appraisal, LLC Page 40 of 56 Page 675 of 865 Retail Lot Comparable 4 Sale Information Buyer Black River Bells, LLC Seller McDermott / Narey Sale Date 6/9/2023 Transaction Status Recorded Sale Price $629,000 $13.03 /SF Land Analysis Price $629,000 $13.03 /SF Land Recording Number 2023-00016850 / 00016843 Rights Transferred Fee Simple Financing Cash Conditions of Sale Arm's Length Marketing Time 639 days Property Land Area 1.108 Acres (48,264 SF) Number of Parcels 1 Zoning C-2 Shape Irregular Topography Slight Rise Utilities All Available Flood Zones No Flood Zones 2065 Logan Ave Waterloo, IA 50703 County Black Hawk APN 891311476080 Confirmation ;edar Falls 63 O Dewar -Alto ge 11 Map data ©2025 Name Mike Taylor Company Lockard Realty Date 9/24/2024 Remarks Retail lot along US Highway 63 on the north side of Waterloo near Allen Hospital. It was purchased to be improved with a Taco Bell restaurant. This involved two sellers and one buyer and was arm's length. Rally Appraisal, LLC Page 41 of 56 Page 676 of 865 Retail Lot Comparable 5 Sale Information Buyer WLKM LP Seller C10 Investments, LLC Sale Date 2/23/2023 Transaction Status Recorded Sale Price $525,000 $9.20 /SF Land Analysis Price $525,000 $9.20 /SF Land Recording Number 2023-00012366 Rights Transferred Fee Simple Financing Conventional Conditions of Sale Arm's Length Property Land Area 1.31 Acres (57,064 SF) Number of Parcels 1 Zoning S-1 Shape Rectangular Topography Level Utilities All Available Flood Zones No Flood Zones ovo 3 1_ vf 4 �alw ti • '17 d i et • I r %c %V, :36.1 1 Kimball Avenue Waterloo, IA 50702 County Black Hawk APN 891335353028 Confirmation 010 Go gle Waterloo 210 r.k.er Map data ©2025 Gargle Name Date Remarks Firm Appraisal 6/16/2023 Interior retail lot in an established part of Waterloo near the intersection between Kimball and Ridgeway Avenues. It was purchased to be improved with a Starbuck's. The recorded price was $500,000, which did not include the realtor's commission of $25,000 so $525,000 is the net sale price. Rally Appraisal, LLC Page 42 of 56 Page 677 of 865 Retail Lot Comparable 6 Sale Information Buyer Fireworks Leasing, LLC Seller Happy Hippo Cash Was #2, LLC Sale Date 12/21/2022 Transaction Status Recorded Sale Price $325,000 $4.63 /SF Land Analysis Price $325,000 $4.63 /SF Land Recording Number 2023-00009510 Rights Transferred Fee Simple Financing Cash Conditions of Sale Arm's Length Marketing Time 606 days Property Land Area 1.611 Acres (70,175 SF) Number of Parcels 1 Zoning C-2 Shape Rectangular Topography Level Utilities All Available Flood Zones No Flood Zones 42 E Tower Park Dr Waterloo, IA 50701 County Black Hawk APN 8813-10-101-025 Confirmation GoO 1 Map data ©2025 Google Name jherink/Broker/MLS/CHR Date 3/2/2023 Remarks Retail lot south of San Marnan Drive in Waterloo along Tower Park Drive. This property was listed with a realtor for more than year prior to selling. It was purchased to be improved with a firework store. Rally Appraisal, LLC Page 43 of 56 Page 678 of 865 Retail Lot Comparable 7 Sale Information Buyer Randy R. Mumm and Teresa S. Mumm Revocable Trust Seller C-10 Investments, LLC Sale Date 3/31/2022 Transaction Status Recorded Sale Price $611,582 $13.00 /SF Land Analysis Price $611,582 $13.00 /SF Land Recording Number 2022-00019517 Rights Transferred Fee Simple Financing Conventional Conditions of Sale Normal Property Land Area 1.08 Acres (47,045 SF) Number of Parcels 1 Zoning S-1, Shopping Center Shape Rectangular Topography Level Corner Yes Utilities All Available Flood Zones No Flood Zones NEC Ridgeway and Kimball Avenues Waterloo, IA 50702 County Black Hawk APN 891335353027 Confirmation Waterloo Go gle Map data ©2025 Google Name Company Remarks rmeyers Firm Appraisal / CHR This comparable is a developed lot with 1.08-acres located in an established part of Waterloo at the intersection of Kimball and Ridgeway Avenues, two main arterials. This area has been a strong retail location for many years and features favorable demand. It features a prominent corner location and is zoned S-1, Shopping Center, which allows for an array of commercial improvements. Rally Appraisal, LLC Page 44 of 56 Page 679 of 865 The sales comparison approach is the only relevant method to value the land in the impacted area for the proposed project. It is the only approach developed in this report. The quality and quantity of sales data used in the development of the sales comparison approach was adequate to make a reliable estimate of land value for the subject property. The estimated market value for the subject property, for just compensation, is as follows: Total Compensation: Estimated Compensation of the Taking $3,360 Estimated Compensation of the Permanent Construction Easement $1,432 Estimated Compensation of the Temporary Construction Easement $340 Estimated Just Compensation $5,132 The estimated just compensation for the proposed project as of July 11, 2025 is $5,132. FIVE THOUSAND ONE HUNDRED THIRTY-TWO DOLLARS $5,132 Rally Appraisal, LLC Page 45 of 56 Page 680 of 865 Flood Map 7 42•41A I .-92.3230 •19013C0302F eff.7flsf2011, Rally Appraisal, LLC Page 46 of 56 Page 681 of 865 DEFINITION OF MARKET VALUE The term fair and reasonable market value means the cash price which would be arrived at as between a voluntary seller willing, but not compelled, to sell and a voluntary purchaser willing, but not compelled, to buy; both of whom are acting freely, intelligently and at arm's length, bargaining in the open market for the sale and purchase of the real estate in question. Such term does not mean the value under peculiar circumstances where greater than its fair price could be obtained, nor does it mean the price which the property would bring at a forced sale. It does not mean what the property is worth to the plaintiff nor what the defendant can afford to pay, but what it is fairly worth in cash on the open market, as above stated. (Uniform Jury Instruction No. 14.4). In short, the fair and reasonable market value of a property is to be considered in the same manner that a knowledgeable, voluntary buyer determines the fair and reasonable market value of a property -- what are its capabilities, what are its detriments, what is it fairly and reasonably worth in the market place? The jury and/or Compensation Commission is entitled to be informed of all the factors which (1) the willing seller would impress upon a willing buyer that tend to show value, and (2) the willing buyer would impress upon the willing seller that tend to show lack of value -- including sales of comparable properties and evidence of its highest and best use. (Uniform Jury Instruction No. 14.6 and annotated authorities). See also Bellew v. ISHC, 171 N.W.2d 284, 288, 289 (Iowa 1969) and In Re Primary Road No. 141, 124 N.W.2d 141, 147 (Iowa 1963). The determination of "Market Value" may not consider or reflect any enhancement or diminution in value of the subject, caused by the building of the project, which has prompted the taking. (No sales exhibiting these effects may be used as a comparable in arriving at the value of the subject property, either before or after the date of condemnation.) Uniform Jury instruction 14.3 and Socony Vacuum Oil Co. v. State of Iowa, 170 N.W.2d 378. (Iowa 1969). Jurisdictional exception "An assignment condition that voids the force of a part or parts of USPAP, when compliance with part or parts of USPAP is contrary to law or public policy applicable to the assignment." Standards Rule 1-4(f) requires appraisers to analyze the effect, if any, of anticipated public improvements, located on or off site, to the extent that market actions reflect such anticipated improvements as of the effective appraisal date. Article I, section 18 of the Iowa Constitution prohibits consideration of increases or decreases in a property's value caused by the project. It specifically states, "Shall not take into consideration any advantages that may result to said owner on account of the improvement for which it is taken. The appraisal is subject to jurisdictional exception because (1) The appraisal report must apply the State of Iowa's definition of market value and (2) the compensation must consider the diminution of value due to the impending project. Rally Appraisal, LLC Page 47 of 56 Page 682 of 865 ASSUMPTIONS AND LIMITING CONDITIONS 1. The photographs contained in the individual appraisal reports were taken by the appraiser on the date the property was inspected. Any photo taken on a different date or by another person will be appropriately labeled. 2. The title to the property is good and merchantable, free and clear of all liens and, there are no encumbrances other than those mentioned in the appraisal report. 3. The plans, plats, legal descriptions and other data furnished by others are assumed to be correct and reliable but the appraiser assumes no responsibility for their accuracy. 4. The individual appraisals are made in accord with the Code of Iowa and do not reflect any benefit from the proposed improvement or non-compensable items of damage. 5. Any temporary easement area acquired will be retained by the state until completion of project construction and will be returned in the condition indicated by the highway plans. 6. The existing drainage will not be adversely affected by highway construction unless otherwise specified in the data furnished and the tile lines on the remaining property will function properly after highway construction is completed. 7. The property is appraised as though under responsible ownership and typical management. 8. The property owner will be paid separately for the cost of fencing the new right of way line, if such fencing is needed, in those cases where the state does not erect a right of way fence. The property owner has a right to pasture livestock adjacent to any state erected fence but must assume all responsibility for restraint of such livestock. Any effect on fencing other than right of way fence or temporary fence will be considered in the individual appraisal reports. 9. The property owner or lessee will be paid separately for loss, if any, of growing crops or completed field work. 10. The Agency may use any or all of the contents of the appraisal reports only for its normal business functions. Rally Appraisal, LLC Page 48 of 56 Page 683 of 865 ENGAGEMENT LETTER 'IRaily Appraisal, L.L.C. Cedar Falls Office * 209 Franklin Street, Suite A-3 Cedar Falls, IA 513613-2146 Clrnl Data, SRA — Office Manager Jirrr Herink — Senior Appraiser Adam Horan Jan Wrenhold Bratty Severson Ryan Meyers June 20.2025 Tim Anders Economic Development Specialist City of Waterloo 7166 Mulberry St. 1 Waterloo, Iowa 50703 R. Appraisal Requests La Porte Road Phase II Reconstruction Project Dear Client: Phone; (319) 2136-9373 wtrnrr.rallyappra isal. corn Ratty Appraisal, LLC agrees to provide appraisal reports for the properties affected -by the project referenced above according to the following terms. Please refer to the Appraisal Services Agreement and the Terms and Conditions, which are expressly incorporated herein by referenCe and made a part of this agreement, This Engagement Letter, the Appraisal Se nil cag Agreement and the Terms and Conditions shall bra Call/ACM.0 ly rafArred to "Agreement.,, Specifications of the Appraisal, Subject Properties: Various properties that' are part of Phase 11 of the La Porto Rand recvnsMIr rion PR:WI in Waterloo, kkwa The properties that are the subpsct of ibis report are noted in the eddencia df ibis letter, Property Type: Varaus Interest to be Valved: Fee Simple Additional Property to be Nona Valued: Intended Use: Intended U r(s(: To oss+st the Client and intended users rn eatablrahing vahxrs forjust compensation. Tire City of Waterloo is the client / intended user. Appraiser's Identllicallon of the intended user(s) of the appraisal is 10 determine the type and extent of research, analysis and reporting appropriate for the assignment_ It is specifically not an aokno',ydedgement or granting of permission by the Appraiser that such parties will ar may rely on the appraisals. Rally Appraisal, LLC Page 49 of 56 Page 684 of 865 ENGAGEMENT LETTER (Continued) Type of Value: Data of Value: Hypeitheticai Conditions, Special if Extraordinary assumptions: Anticipated Scope of Work: Report Option and 1 ormat: Delivery Date: Appraiser's Interest In Subject Property or in Client or Other Involved Parties: Market value under the federal rnierrrgeney Appraisal srrd Evai atuvr} GurdeilrnrErs, The definition of the type of value will be stated in the report The reports will conform to Iowa DDT standards. As of Me mate or rnspecVorr. Appraiser le not rasponsabte for determining whether the date of value requested by Client is appropriate for Client's intended use. Noire Appraiser's anticipated scope or work for developing the appraisals will include: an 6kteriar inspection of the land affected by the prolecl as well as any improvements, if applrcabte. All three approaches to value will be considered and analyzed with the valpe provided to be market value_ Appraisal liepor i July 2 f, 2025 if not s0000r Appraiser wal use Appraiser's best efforts to deliver the appraisal reports no later than such dale. Appraiser's delivery of the reports is contingent an Appraiser's 1im0 receipt of information and documentation from Client and other parties. In the event of a delay beyond That date. Appraiser will inform event promptly as soon as reasonably practicable. Appraiser has no knowledge of any current or prospective interest of the Appraiser in the subject properties or in Client or other parties involved in the transaction to which these appraisals rglale, Rally Appraisal, LLC Page 50 of 56 Page 685 of 865 ENGAGEMENT LETTER (Continued) Prior ServlceS Regarding Appraiser has performed prier servIMS on at least ale Subject Property {USPAP of the properties that are the subject of Ibis report Disclosure): within the three-year period immediately preceding the dale of this Agreamenl, as an appraiser or in any other capacity. Spada! Conditions: NonoN lad Property Documentation. Client agrees to provide Appraiser wilh the documentation required and requested by the Appraiser to complete the appraisals. Client agrees to provide contact name and phone number for property access, if applicable. Client agrees to provide a copy of sales contract if property Is under a nIract for sale. Delays in Appraiser's receipt of requested documentation may mutt In Appraiser being unable to deliver lire appraisal report on the deli+jeFj gle stated above. Client: City of Waterloo - Dated; 20' Z5 r,ia me: ti0 l Position: ` X ui. w-t i116y3kJii�6 CfFt{�lt_Dt Sy_ C` 11 1 ( 01 T.P? tb6 Appraiser Name: Jim Herink Position_ Senior Appraiser fly; Rally Appraisal, i,l,C Silting Address: Send Checks to: RaaayApprais.3i, LLC Attn. Ben McKnight 2535 Tech Drive, Suite 102 Bettencforf, iA 52722-327S Credit care! oaft (563) 332-6261 Rally Appraisal, LLC Page 51 of 56 Page 686 of 865 ENGAGEMENT LETTER (Continued) ADDENDA Properties to be Appraised CITY OF Planning Zoning 1.41.1'1,2025 k{L; Apltrall%] Knew Is —La Pm le RoadPlu r 31 14een+4ueMaII Pi. jest To A'Eow ll 3 iTy { arSart: 715Mulhtsr L. Wa1 rlar:.0y Phone ME.; : ' The City oflkitriluo'4 fiqurTTirRLi r4appi*iimwuaowc4611.01"raiye215e11311315.-perauarat rusauaeals and&* ▪ Iidc arquisiiian puceL tp etcaasq,Ct 14 heat F cFd 6aprtp Pk}'>Sw7IIL }L15e,si e. ierathx urd br Byeou i4retine. ki ,kigeheE to 41.11s IeT1lr Are ?rape! WLpst I Diagrams fat J I differaW pmp+iii#s. ipd tJCb •or I'8e5e 4Ldrv' d2i3sls uti vrhal ;. ▪ Will OC C W spa e4ch praru s r s. i f uwre ia�r:M.0i 0a is needed t o oe]y yeti m a 4y a OCG y; I v9 CM a Lead. Once a it t i ei fi et l0 .-c Co-0110. oLe. Beim ale the proJeel pastel asrYtkled we Med applaisais on: 'li s: # LPR104 -Mr dr is'e.Itur will. seniiin0P#JI dnlllIi0R;1FIK114i . • T-PRO.2 Ind 1.PR:C3, Puctls are rwcippyme. an4 apgeorsr as oue- • LP1l44 I r LPRJ0,5 Tr.xappes,sah. One far the yw....su`v1.r.m...mi, A.44144+ 0a.rsf r ib►.wiirryrapeiT714. ae;%.iras 9 • LPEU'68 The iu,prov seems oss Wit hie tong rawoswA bill1>eigl pa In a ,. • LPP2I4sndLPR22Q'?sietIsasat,mtigno-u.and appu.usras.airt. * . LPJ22L. t LFR1,22. Attest is. hired by penmaued aaessearemrnt 1.(1a55Cery owned lend Leo yip, Ipp,'aTit rhrs napNwGs.etArce;L#xem4asallo'.'.'aiapear. Appianu1tbdu8dCady ODreapriratepmpea5}'. . LPIUU2 A Tta foamy*cots%poiu, Srsli be d£eclty ac.au rroo, dip 610%41.41 or DLL Radlewly Arcane 464 La Pour Rand. 11.:aleltl4ld, *air Mirth; i bid 1v Tnesdsy. knee 17, 2025. no- lsler thin 5 peer. If your furl rF i+f1{S it& y04 will be gikwo swir+. sada! *ppcal%ah sLalLUr counpfelyd nilhiu four weeks Iarr. yaw Liner ken Ririe palls# to yi oeeed. Timm' is oiihr towers bi test rpprusaLs..11.0. Ibr nit} -ha: reornxd federal iordinsiargisi s5zih iH�4 S-00 pulTjpyi &him prajeal, and The appirisah illell ewr6rnn I } le'ea DOT STamdard . PLc4ser'mail}'a,rappEaiol. bid Lolionaadera4•n1tElao-la.+lp'hi1111uefi11ov,'id wtjeca]iL ' _iPPRiISAl, d.NA RE31E ' APPRtliAL BAG • • La 14I Ii Rtnd Phase two ,INELtil[•us le yam Lure amY(i,MSUtles mocedaoy & Ahrs idattraanon.or docuwralagoat _regaldir; Iln:runer. p14..55e cnulatroI4 gQi c Beer fe fsrds, Tml ,3vdera, FeoronneGere ,yrltrlllSectiain! Rally Appraisal, LLC Page 52 of 56 Page 687 of 865 ENGAGEMENT LETTER (Continued) General Limitlno Conditions 1. The appraisers will not be required to give testimony or appear in court because of having made the appraisal with reference to the Subject property in question unless arrangements have been previously made. 2, Possession of the report does not carry with it the right of publication. Out -of -context quoting from or partial reprinting of this appraisal report is not authorized. Further, neither all nor any part of this appraisal report shall be disseminated to the general public by the use of media for public cominunieatian without the prior written consent of the appraisers signing this appraisal report, 2, Disclosure of the contents nfthis report is governed by the By -Laws and Regulatic-:ns of the Appraisal Institute, Neither al nor any part of the contents of this report (especially any conclusions as to value. the identity of the appraisers or the firm with which they are connected, or any reference to the Appraisal institute or to the appraisal designations) shall be disseminated to the public through advertising media, public relations media, news media, sales media, or any other public means of communication without the prior consent and approval of the authors, 4_ The distribution of the total valuation in this report, between land and improvements, is applicable only as a part of the whole property_ The land value, or the separate value of the improvements, must not be used in conjunction with any other appraisal or estimate. and is invalid if so used. 5_ No environmental impact studies were either requested or made in conjunction with this appraisal report. The appraisers, thereby, reserve the right to alter, amend, revise, or rescind any of the value opinions based upon any subsequent environmental Impact studies, research or investigation, 6_ linapparent Conditions; The appraisers assume that there are no hidden of unapparent conditions of the property, subsoil or structures which would render it more or less valuable than otherwise comparable property. The appraisers are not experts in determining the presence or absence of hazardous substance, defined as all hazardous or toxic materials, waste, pollutants or contaminants (including, but not limited to, asbestos, PCB, UFFI, or other raw materials or chemicals) used In construction or otherwise present on the properly. The appraisers assume no responsibility for any engineering studies or analysts which would be required to conclude or discover the presence or absence of such substances or for Toss as a result of the presence of such substances or For unapparent physical conditions. The value estimate is based on the assumption that the subject property is not so affected. 7. lbe Americans with Disabilities Act ("ADA") became effective January 26, i992_ The appraisers have not made a specific compliance survey and analysts of this property to determine whether or not it is in conformity with the various detailed requirements of the ADA. It is possible that a compliance survey of the property, together with a detailed analysis of the requirements of the ADA, Gould reveal that the property is not in oomptiance with one or more of the Jequirernents of iha Act. If so, thlS fact could have a negative effect upon the value of the r rcperty_ Since the appraisers have no direct evidence relating to this issue, possible noncompliance with the requirements of ADA in estimating the value of the property has not been considered_ 1111M.— Rally Appraisal, LLC Page 53 of 56 Page 688 of 865 ENGAGEMENT LETTER (Continued) 8_ An appraisal related to an estate in land that is lass khan he whole fee simple estate applies only to the fractional interest involved. The value of this fractional interest plus the value of all other fractional interests may or may not equal the value of the entire fee simple estate considered as a whole_ 9, The appraisal report related to a geographical portion of a larger parcel Is applied only to such geographical portion and should not be considered as applying with equal validity to other portions of the larger parcel or tract. The value for such geographical portions plus the value of all other geographical portions may or may not equal the value of the enure parcel or tract con- sidered as en entity. 9_ Acceptance of andlor use of this appraisal report constitutes acceptance of the foregoing General Underlying Assumptions and General Limiting Conditions. The appraisers' duties, pursuant Io the employment 10 make the appraisal, are complete upon delivery and acceptance of the appraisal report. However, any corrections or errors should be celled to the attention of the appraisers within 511 days of the delivery of the report. 10_ Limitations of Liability_ To the fullest extent permitted by applicable law, the maximum monetary liability of Appraiser, Firm or Client to one another or to any third party (regardless of whether such party's claimed use or reliance on the appraisal was authorized by Appraiser) for any and all claims or causes of action relating to the appraisal or Agreement shall be limited to the total compensation actually received by Appraiser for Iiie appraisal or other services that are the subject of the claim(s) or cause(s) of action. This limitation of liability extends to all types of claims and causes of action, whether in contract or tort, but excludes: (1) claims/causes of action for intentionally fraudulent or criminal conduct, inien.t;onally caused injury, or unauthorized use or publication of the appraisal or Appraiser's work product Dr (ii) claims/causes of action by Appraiser or Finn for the collection of unpaid compensation tor the appraisal or other services (for which the maximum recovery shall be the Mal amount unpaid and owing to Appraiser, plus applicable interest and late charges). 11_ Confidential Information that Is either: Identified by the client as confidential when providing it to all appraiser and that is not available from any other source; or classified as confidential or private by applicable law or regulation*_ *NOTICE! For example, pursuant to the passage of the Gramm -Leach -Bliley Act in November 1999, some public agencies have adopted privacy regulations that affect appraisers_ As a result, the Federal Trade Commission issued a rule focused on the protection of "nonpublic personal information" provided by consumers to those involved in financial activities 'found to be closely related to banking or usual in connection with the transaction of bankirg," These activities have been deemed to include "appraising real or personal property," (Quotations are from the Federal Trade Commission, Privacy of Consumer Financial Information; Final Rule, 16 CFR Part 313) 12. The appraisal inspection is an observation of the readily observable areas of the property only and should not be confused with a p-aperly inspection, The appraiser has no expertise in areas of building construction, electrical, plurnbng or HVAC systems and unless otherwise slated in the report these items are assumed to be In working order_ tf the cdant has any concerns with these or similar items, they should hire a qualified property inspector ),rho can accurately discern the working order of !hese systems and the overall structural Integrity of the property. Rally Appraisal, LLC Page 54 of 56 Page 689 of 865 APPRAISAL QUALIFICATIONS - RALLY APPRAISAL James A Herink 209 Franklin Street, SuiteA-3 Cedar Falls, Lk 50613 (319) 266-9373 STATE OF IOWA GENERAL CERTIFICATION #CG02627 Education: 1995 - High School, Leigh Cominnrnity Schools, Leigh, Nebraska 1999 - Bachelor of Arts: University of Denver, Denver: Colorado Employment Hi toi -: Rally Appraisal, LLC: Certified General Appraiser 07/04-Present K i —TV_ News Producer 05+01-03/03 KLIR+KJSK Radio, News Director 06;00.05/01 Appraisal Courses: Appraisal Principles 2004 USPAP Certification 2004 National USPAP Updated 2007 Appraiser FHA Today 200g Repo &. REO Valuation 200g Effective Appraisal Writing 200g National USPAP Update 2012 Malang Sense of GIMs, OARS and DCF 2014 Appraising FHA Today 2014 National USPAP Update 2014 Supervisory Appraiser/Trainee Appraiser Cowie 2016 National USPAP Update 2016 Basic Hotel Appraising 2016 Expert Witness of Commercial Appraisers 2016 Appraisal of Owner Occupied Comm_ Properties 2018 Seminars Attended: Appraisal Principles and Procedures 2004 General Appraisal Income Approach Part 1 2009 General Appraisal Income Approach Part 2 2009 General Sates Comparison Approach 2010 Real Estate Financing Statistics and Valuation Modeling 2010 General Appraisal Report Writing 2010 General Appraisal Cost Approach 2011 General Appraisal Highest & Best Use 2011 Basic Hotel Appraising 2018 Awirling l+iortgage Fraud for Appraisers 2018 National USPAP Update 201E The Income Approach_ An Overview 2020 Appraisal of Self -Storage Facilities 2020 Appraisal of Jnrhxtrial Incubators 2020 National USPAP Update 2020 New Construction Essentials, Luxury Homes 2022 Residential Report Writing, More than Forms 2022 Appraisal of Fast Food Facilities 2022 rational USPAP Update 2022 Introduction to Commercial Appraisal Review 2024 Appraisal of Jnductrial Flex Buildings 2024 National USPAP Update 2024 / 2025 Types of Properties Appraised: Residential, small income: vacant land.: new construction, REO, all types of industriaL faun laud. recreational land.: multi -family residential and commercial subdivisions, mini -storage_ office buildings, manufactured home parks_ special use properties_ auto dealerships_ retail, fimeral homes_ CBD: hotels_ hog confinement, feed mills, dairy farms and car washes. Rally Appraisal, LLC Page 55 of 56 Page 690 of 865 wA Department of Inspections, Appeals, & Licensing This is to certify that the below named has been .nted a tertifcatibn a: Certified General Appraiser. Certification Number: CG02627 Expires: June 30. 2026 Status: Active Mr. James Anthony Herink Rally Appraisal; LLC 209 Franklin Street, Suite A3 Cedar Falls. Iowa 50613 State of Iowa Real Estate Appraiser Examining Board Certifies James Herink having given satisfactory evidence of professional qualifications ez required by the Code of Iowa is duly authorized to practice in the State of Iowa as a Certified General Appraiser. Iry witness thereof the Board grants Certification Number CG02627. Thrs 7th day of J u ne. 2005 Amanda Luvre nbe Fred Grader Chair Vke Chair Rally Appraisal, LLC Page 56 of 56 Page 691 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving a Temporary Easement Agreement in the amount of $2,000.00 with Halloran Properties, LLC, located at 1950 Plymouth Avenue, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said document. RECOMMENDED COUNCIL ACTION Approval. SUMMARY STATEMENT AND BACKGROUND INFORMATION Transmitted is a resolution approving a Temporary Easement Agreement in the amount of $2,000.00 with Halloran Properties, LLC, located at 1950 Plymouth Avenue, in conjunction with the La Porte Road Phase II Reconstruction Project, and authorizing the Mayor and City Clerk to execute said document. The easement is needed to connect an existing storm sewer inlet to the storm sewer system, along with regrading, reseeding, etc. NEIGHBORHOOD IMPACT Reconstruction of the corridor would have a positive impact upon the surrounding commercial area, as the corridor was designed and built in the1960s. The redesigned corridor will have underground utilities and streetscaping. DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS Property owners along the corridor have been invited to multiple public information meetings. SOURCE OF EXPENDITURES Crossroads TIF ALTERNATIVE ACTION Page 692 of 865 LEGAL DESCRIPTION ATTACHMENTS 1. Temporary Easement Agreement 2. Project Information Diagram Page 693 of 865 Prepared by Tim Andera, City of Waterloo, Waterloo, IA 50703. Phone (319) 291-4366 TEMPORARY EASEMENT AGREEMENT This Temporary Easement Agreement (the "Agreement") is entered into as of , 2025 by and between Halloran Properties, LLC ("Grantor"), and the City of Waterloo, Iowa ("Grantee"). 1. Grant of Temporary Easement. In consideration of the mutual promises and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged Grantor does hereby grant and convey unto Grantee, and Grantee does hereby accept, a temporary easement for purposes relating to construction of the Improvements {the "Temporary Easement") in, to, upon, over, across, and beneath the real estate (the "Temporary Easement Premises") as set forth on Exhibit "A" attached hereto and by this reference made a part hereof. 2. Purpose. The Temporary Easement Premises is intended for use by Grantee, its employees, contractors and agents, to reconstruct La Porte Road, utility improvements, grading, seeding, etc. (the "Improvements"). It is the intention of the parties that Grantee shall assume all responsibility for the construction of the Improvements adjacent to the Premises, and that Grantor shall have no liability relating to the Easement or the Improvements except as may arise from the Grantor's own negligent acts or omissions or willful misconduct. 3. Grantor Duties and Privileges. Grantor shall deliver possession of the Temporary Easement Premises to Grantee, "as is, where is", without any representation or warranty as to the condition of same. Grantor shall have no duty to prepare the Temporary Easement Premises in any way for Grantee's use. Following transfer of possession of the Temporary Easement Premises, Grantor shall have no further duty or obligation with respect to same, except as set forth herein. Grantor may mow or care for grasses and vegetation growing in the Temporary Easement Premises during the period of this Agreement, but may not conduct other activities upon the Temporary Easement Premises without the prior written consent of Grantee. Grantor agrees that any activities that Grantor, its officers, employees, contractors or agents undertake on the Temporary Easement Premises during the term hereof shall be at their sole risk, and Grantor hereby agrees to indemnify Grantee, its officials, officers, employees, contractors and agents, with respect to any and all claims for injuries, death, property damage, property loss or Page 694 of 865 otherwise, arising from the acts or omissions of Grantor, its officers, employees, contractors or agents, on or about the Temporary Easement Premises during the term of this Agreement. IN WITNESS WHEREOF, the parties have executed this Temporary Easement Agreement by their duly authorized representatives as of the date first set forth above. HALLORAN PROPERTIES, LLC CITY OF WATERLOO, IOWA By: Title: By: Quentin M. Hart, Mayor Attest: Kelley Felchle, City Clerk STATE OF IOWA ) ) ss. BLACK HAWK COUNTY ) Acknowledged before me on Q 30 , 2025, byeqk2X- ,1447/ G(.4, of Halloran Properties, LL TIM ANDERA COMMISSION NO. 772618 MY COMIS i O EXPIRES IL otary'Yrthlic STATE OF IOWA ) ) ss BLACK HAWK COUNTY ) as Acknowledged before me on , 2025, by Quentin M. Hart and Kelley Felchle as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. Notary Public Page 695 of 865 HALLORAN PROPERTIES LLC PARCEL ID: 891336458012 1950 PLYMOUTH AVE TEMPORARY EASEMENT 716 SF POWER POLE TO BE EXISTING ROW REMOVED BY OTHERS PROPOSED STORM -- SEWER 0 20 F�. REMOVE TREE AND LANDSCAPING LA PORTE ROAD 1 1 LEGEND RIGHT-OF-WAY/PROPERTY LINES ACQUISTION LINES PERM. EASEMENT LINES TEMP. EASEMENT LINES PERMANENT ACQUISITION PERMANENT EASEMENT TEMPORARY EASEMENT AECOM STORM SEWER POWER POLE TO REMOVED BY OTH PROPOSED WATER MAIN ANY PAVEMENT REMOVED W LL BE REPLACED IN -KIND UNLESS OTHERWISE NOTED. ■ PARCEL LPR300 PHASE 2&3 Public Impact Diagram HALLORAN PROPERTIES LLC La Porte Road Reconstruction 04-10-25 Waterloo, Iowa 60736162 Page 696 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution extending a moratorium on the issuance of new tobacco permits in the City of Waterloo, Black Hawk County, Iowa until May 5, 2026. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION On May 19, 2025 the City Council adopted Resolution No. 2025-311, enacting a moratorium on the issuance of new tobacco permits in the City of Waterloo. Planning staff have been meeting with a committee of interested parties to discuss potential changes to the City of Waterloo Zoning Ordinance as it pertains to the sale of tobacco products, including vape products. The committee has made good progress, but staff have not yet finalized potential amendments. The existing moratorium is set to expire on December 1st, 2025, and staff is proposing to extend it until May 5th, 2026 (approximately 5 months). NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 697 of 865 ATTACHMENTS 1. Tobacco and Vape Moratorium Extension Draft Resolution 2. 2025-311 05-19-25 Tobacco Licenses Page 698 of 865 RESOLUTION NO. 2025-XXX RESOLUTION EXTENDING A MORATORIUM ON THE ISSUANCE OF NEW TOBACCO PERMITS IN THE CITY OF WATERLOO, BLACK HAWK COUNTY, IOWA. WHEREAS, the City of Waterloo, Iowa, recognizes the need to carefully regulate the sale of tobacco products, including vapor products, to address public health concerns and the well-being of its residents; and, WHEREAS, the City Council has determined that it is necessary to review and potentially amend existing policies and regulations regarding the issuance of tobacco permits to address these concerns effectively; and, WHEREAS, the city seeks to understand the long-term public health implications and ensure appropriate zoning and distancing standards for businesses selling tobacco products; and, WHEREAS, the implementation of a temporary moratorium on the issuance of new tobacco permits will provide sufficient time for the City Council and relevant departments to conduct a thorough review and develop any necessary amendments to current regulations; and, WHEREAS, the City Council, on May 19, 2025 adopted Resolution No. 2025-311 declaring a moratorium on the issuance of new tobacco permits through December 1, 2025; and, WHEREAS, City staff have been meeting with a committee of interested parties to discuss potential changes to the regulations and City of Waterloo Zoning Ordianance as it pertains to the issuance of new tobacco permits and the sale of tobacco products, but potential amendments to the regulations and Ordinance have not yet been finalized; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF WATERLOO, IOWA, as follows: 1. The moratorium declared by Resolution No. 2025-311 on the issuance of new tobacco permits within the City limits of Waterloo, Black Hawk County, Iowa is hereby extended and shall remain in effect, said extension effective immediately upon the signature and approval of the Mayor. 2. This moratorium aims to provide time for comprehensive analysis and review of existing ordinances and policies regarding the sale and permitting of tobacco products, in order to ensure public health and safety. 3. This extended moratorium shall remain in effect until May 5, 2026, unless extended or rescinded by the City Council prior to that date. 4. The Planning and Zoning Department is directed with conducting a detailed study on the impact of tobacco sales on community health and to provide recommendations to the City Council for potential regulatory changes, and to present their findings and recommendations to the City Council, and propose amendments forthwith. 5. Holders of existing tobacco permits shall not be affected by this moratorium and may continue their operations in accordance with existing regulations. PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF WATERLOO, IOWA, this 17th day of November, 2025. Page 699 of 865 Resolution No. 2025-xxx Page 2 Quentin Hart, Mayor ATTEST: Kelley Felchle City Clerk Page 700 of 865 Docusign Envelope ID: D1887290-40D3-4C21-B0E5-5AC3S03OFD10 Prepared by LeAnn M. Even, Deputy City Clerk, City of Waterloo, 715 Mulberry Street, Waterloo, IA 50703, (319) 291-4323. RESOLUTION NO. 2025-311 RESOLUTION DECLARING A MORATORIUM ON THE ISSUANCE OF NEW TOBACCO PERMITS IN THE CITY OF WATERLOO, BLACK HAWK COUNTY, IOWA. WHEREAS, the City of Waterloo, Iowa, recognizes the need to carefully regulate the sale of tobacco products to address public health concerns and the well-being of its residents; and WHEREAS, the City Council has determined that it is necessary to review and potentially amend existing policies and regulations regarding the issuance of tobacco permits to address these concerns effectively; and WHEREAS, the city seeks to understand the long-term public health implications and ensure appropriate zoning and distancing standards for businesses selling tobacco products; and WHEREAS, the implementation of a temporary moratorium on the issuance of new tobacco permits will provide sufficient time for the City Council and relevant departments to conduct a thorough review and develop any necessary amendments to current regulations; NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF WATERLOO, IOWA, l , A moratorium is hereby declared on the issuance of new tobacco permits within the City limits of Waterloo, Black Hawk County, Iowa, effective immediately upon adoption of this resolution. 2. This moratorium aims to provide time for comprehensive analysis and review of existing ordinances and policies regarding the sale and permitting of tobacco products, in order to ensure public health and safety. 3. This moratorium shall remain in effect until December 1, 2025, unless extended, amended, or repealed by the City Council before such time. 4. The Planning and Zoning Department are tasked with conducting a detailed study on the impact of tobacco sales on community health and to provide recommendations to the City Council for potential regulatory changes. 5. Holders of existing tobacco permits shall not be affected by this moratorium and may continue their operations in accordance with existing regulations. PASSED AND ADOPTED this 19th day of May 2025. DocuSIgned by: r�fiK, Narf Quentin Hart Mayor ATTEST: (—DocuSigned by: KePQ, FcldPe P,020C1 CCOOAD44f... Kelley Felchle, City Clerk SEAL Page 701 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution extending a moratorium on the issuance of a special permit or variance for hobby farms in the City of Waterloo, Black Hawk County, Iowa until May 5, 2026. RECOMMENDED COUNCIL ACTION Approval SUMMARY STATEMENT AND BACKGROUND INFORMATION On May 19, 2025 the City Council adopted Resolution No. 2025-310, enacting a moratorium on the issuance of a special permit or variance for hobby farms in the City of Waterloo. Planning staff have been meeting with a committee of interested parties to discuss potential changes to the City of Waterloo Zoning Ordinance as it pertains to hobby farms. The committee has made good progress, but staff have not yet finalized potential amendments. The existing moratorium is set to expire on December 1st, 2025, and staff is proposing to extend it until May 5th, 2026 (approximately 5 months). NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION Page 702 of 865 ATTACHMENTS 1. Hobby Farm Moratorium Extension Draft Resolution 2. 2025-310 05-19-25 Hobby Farms Page 703 of 865 RESOLUTION NO. 2025-XXX RESOLUTION EXTENDING A MORATORIUM ON THE ISSUANCE OF A SPECIAL PERMIT OR VARINCE FOR URBAN ANIMAL HOBBY FARMS IN THE CITY OF WATERLOO, BLACK HAWK COUNTY, IOWA. WHEREAS, the City of Waterloo, Iowa, has determined that the issue of Urban Animal Hobby Farms requires further study to understand the potential impacts on the community, health, safety, and welfare of residents; and, WHEREAS, the current regulations and policies regarding the issuance of special permits or variances for Urban Animal Hobby Farms may not adequately address the safety, environmental, and zoning concerns associated with such uses; and, WHEREAS, it is in the public interest to place a temporary hold on the issuance of such permits or variances to ensure that any changes necessary to protect the public can be considered; and, WHEREAS, the City Council, on May 19, 2025 adopted Resolution No. 2025-310 declaring a moratorium on special permits or variances for Urban Animal Hobby Farms through December 1, 2025; and, WHEREAS, City staff have been meeting with a committee of interested parties to discuss potential changes to the City of Waterloo Zoning Ordinance as it pertains to hobby farms, but potential amendments to the Ordinance have not yet been finalized; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF WATERLOO, IOWA, as follows: 1. The moratorium declared by Resolution No. 2025-310 on the issuance of new special permits or variances for Urban Animal Hobby Farms is hereby extended and shall remain in effect within the City limits of Waterloo, Black Hawk County, Iowa, said extension effective immediately upon the signature and approval of the Mayor. 2. The purpose of this extended moratorium is to allow city officials adequate time to conduct a comprehensive study and review of current zoning codes and ordinances related to Urban Animal Hobby Farms, to evaluate the possible impacts on urban development, and to make any necessary amendments to the city's regulations. 3. This extended moratorium shall remain in effect until May 5, 2026, unless extended or rescinded by the City Council prior to that time. 4. The City Planning and Zoning Department is directed to carry out a detailed analysis of Urban Animal Hobby Farms, including but not limited to impacts on land use, environmental concerns, and infrastructure needs, and to present their findings and recommendations to the City Council, and propose amendments forthwith. PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF WATERLOO, IOWA, this 17th day of November, 2025. Quentin Hart, Mayor Page 704 of 865 Resolution No. 2025-xxx Page 2 ATTEST: Kelley Felchle City Clerk Page 705 of 865 Docusign Envelope HD: D1887290-40D3-4C21-BOE5-5AC38030FD10 Prepared by LeAnn M. Even, Deputy City Clerk, City of Waterloo, 715 Mulbeny Street, Waterloo, IA 50703, (319) 291-4323. RESOLUTION NO. 2025-310 RESOLUTION DECLARING A MORATORIUM ON THE ISSUANCE OF A SPECIAL PERMIT OR VARIANCE FOR HOBBY FARMS IN THE CITY OF WATERLOO, BLACK HAWK COUNTY, IOWA. WHEREAS, the City of Waterloo, Iowa, has determined that the issue of Hobby Farms requires further study to understand the potential impacts on the community, health, safety, and welfare of residents; and WHEREAS, the current regulations and policies regarding the issuance of special permits or variances for hobby farms may not adequately address the safety, environmental, and zoning concerns associated with such uses; and WHEREAS, it is in the public interest to place a temporary hold on the issuance of such permits or variances to ensure that any changes necessary to protect the public can be considered; NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF WATERLOO, IOWA, 1. A moratorium is hereby declared on the issuance of special permits or variances for hobby farms within the City Limits of Waterloo, Black Hawk County, Iowa, effective immediately upon the signature and approval of the Mayor. 2. The purpose of this moratorium is to allow city officials adequate time to conduct a comprehensive study and review of current zoning codes and ordinances related to hobby farms, to evaluate the possible impacts on urban development, and to make any necessary amendments to the city's regulations. 3. This moratorium shall remain in effect until December 1, 2025, unless extended or rescinded by the City Council prior to that time. 4. The City Planning and Zoning Department is directed to carry out a detailed analysis of hobby farms, including but not limited to impacts on land use, environmental concerns, and infrastructure needs, and to present their findings and recommendations to the City Council. PASSED AND ADOPTED this 19th day of May 2025. ATTEST: DocuSlgned by: Ftedte i e y' ellird; City Clerk SEAL ;DocuSigned by: (41AuklitA, RAv�ui enurHartMayor Page 706 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Rob Duncan, Chief of Police Police Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving a School Resource Officer Agreement with the Cedar Valley Catholic Schools (Waterloo area only) to provide one School Resource Officer in the schools for FY 26-29, in the amount of $357,320.00, including funding for officer training, and authorizing the Mayor to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION The Cedar Velly Catholic Schools (Waterloo Area Only) is committed to paying $47,500.00 to hire and train a new Waterloo Police Officer. The Cedar Valley Catholic Schools has also committed to paying $97,000.00 for a full-time School Resource Officer in their schools for fiscal year 2026 knowing that the Officer will not be in place until July 2026. The Cedar Valley Catholic Schools has committed to paying an increase in fiscal year 2027 for that same SRO in the amount of 100,000.00. For fiscal years 2026 and 2027, the total that the Cedar Valley Catholic Schools has agreed to pay for hiring, training, and placing a full-time SRO in their school system for a total committed investment of $244,500.00. At the end of this contract, the Cedar Valley Catholic Schools and City of Waterloo may renegotiate the terms of future agreements. At the end of fiscal year 2027, the Cedar Valley Catholic School's future contracts will mirror those of the Waterloo School system as it pertains to per officer salary, overtime, and education. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES Page 707 of 865 ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. CHS SRO contract 2026-2028 final Page 708 of 865 SCHOOL RESOURCE OFFICERS' AGREEMENT This Agreement is entered into this 17th day of November, 2025 by and between the Cedar Valley Catholic Schools (Waterloo Area only), whose address for purposes of this Agreement is 3231 West Ninth Street, Waterloo, Iowa, 50702 (hereinafter "School") and the City of Waterloo by and through its Police Department, whose address for purposes of this Agreement is 715 Mulberry Street, Waterloo, Iowa, 50703 (hereinafter "Police"). RECITALS WHEREAS, School desires to provide positive role models for its students by having present uniformed Police School Resource Officer (SRO) to Cedar Valley Catholic Schools; and WHEREAS, School and Police endeavor to provide a cooperative effort in making accessible and responsive SRO to the schools, students, staff, and teachers; and WHEREAS, Police desire to participate in this cooperative effort; and WHEREAS, SRO can and will provide students with a positive alternative to substance abuse and/or gang activity through the introduction and presentation of the substance abuse and violence awareness program. WHEREAS, the presence of SRO in School will allow the prevention and detection of delinquency among the students through the cooperative education and preventive measures of School and Police, with the efficacy of a productive learning atmosphere free of crime, violence, and substance abuse. WHEREAS, prohibits the SROs from becoming involved in formal school discipline situations that are the responsibility of the school administrator(s). NOW, THEREFORE, in consideration of the mutual covenants contained in this Agreement, and for other good and valuable consideration, the receipt and sufficiency of which are acknowledged, the parties agree as follows. A. DEFINITION OF TERMS. 1. Parent: A natural or adoptive mother or father but does not include a mother or father whose parental rights have been terminated. Page 709 of 865 2. Guardian: A person who is not a parent of a child, but who has been appointed by the court or juvenile court having jurisdiction over the child, to make important decisions which have a permanent effect on the life and development of that child, and to provide for the general welfare of the child. 3. Custodian: A stepparent or a relative within the fourth degree of consanguinity to a minor child who has assumed responsibility for that child, a person who has accepted a release of custody, or a person appointed by a court or juvenile court having jurisdiction over a child. 4. Child: A person under 18 years of age. 5. Taking into Custody: An act, which would be governed by the laws of arrest under the criminal code if the subject committing the act were an adult. The taking into custody of a child is subject to all constitutional and statutory protections, which are afforded an adult upon arrest. 6. Delinquent Act: a. The violation of any state law or local ordinance that would constitute a public offense if committed by an adult except any offense which by law is exempt from the jurisdiction of the Juvenile code. b. The violation of a federal law or a law of another state whose violation constitutes a criminal offense if the case involving that act has been referred to Juvenile Court. B. DURATION 1. The term of this Agreement shall be for four (4) years. i. Year one (1), flat rate fee ii. Year two (2), 5% increase iii. Year three (3), 5% increase iv. Year four (4), 5% increase 2. Payments: The costs of this Agreement may, at the written request of either party, be reviewed every year in order to reach a mutually acceptable agreement. 3. In the event School fails to receive funding for any year, School may exercise its option to terminate this Agreement by giving at least one hundred twenty (120) days written notice of that intent to the contact person in this Agreement. Page 710 of 865 C. ADMINISTRATIVE PROCEDURES 1. The Waterloo Police Department agrees to: a. Assign one (1) uniformed Police Officer to the Waterloo Police/Cedar Valley Catholic Schools/Police School Resource Officer Unit. Assign a dedicated Sergeant appointed by the Chief of Police to supervise the SRO. b. Provide a police vehicle, uniforms, and related equipment and ensure that all SROs be carefully selected law enforcement officers who have received specialized SRO training in the use of police power and authority in a school environment. Cedar Valley Catholic Schools agrees to pay up to $1500.00 per officer per year for training or training -related items/school supplies. c. Pay overtime costs of School Resource Officers required to attend after -hour school functions at the school to which they are assigned, other than scheduled events such as: -football, basketball, wrestling, baseball, dances, etc. 2. The Cedar Valley Catholic Schools agrees to: a. For the Waterloo Police Department to staff a School Resource Officer at Cedar Valley Catholic Schools the department will need to add to the current allotted sworn police officer numbers. Cedar Valley Catholic Schools agree to pay a total of $47,500 to the City of Waterloo to help offset the cost of adding an additional officer prior to staffing them with an SRO. Cedar Valley Catholic Schools will pay the City of Waterloo six (6) payments of $7916.67 starting January 15th, 2026, and the following 15th of each month thru June 15th, 2026. On August 15th, 2026, a full time School Resource Officer will be assigned to Cedar Valley Catholic Schools. b. Year one (1) of the contract Cedar Valley Catholic Schools will provide Seventy -One Thousand Eight Hundred and Eighty -Two Dollars ($71,882.00) for the fiscal year, which shall begin on July 1, 2026, and end on June 30, 2027, of the following year. Cedar Valley Catholic Schools shall make two (2) payments totaling Seventy -One Thousand Eight Hundred and Eighty -Two Dollars ($71,882.00) to the Waterloo Police Department. The first payment is due on October 15th, 2026, and the second payment is due April 15th, 2027. Year two (2) of the contract CVCS will provide Seventy -Five Thousand Four Hundred and Seventy -Six Dollars ($75,476.00) Page 711 of 865 for the fiscal year, which shall begin on July 1, 2027, and end on June 30, 2028, of the following year. Cedar Valley Catholic Schools shall make two (2) payments totaling of Seventy -Five Thousand Four Hundred and Seventy -Six Dollars ($75,476.00) to the Waterloo Police Department. The first payment is due on October 15th, 2027, and the second payment is due April 15th, 2028. Year three (3) of the contract CVCS will provide Seventy -Nine Thousand Two Hundred and Fifty Dollars ($79,250.00) for the fiscal year, which shall begin on July 1, 2028, and end on June 30, 2029, of the following year. Cedar Valley Catholic Schools shall make two (2) payments totaling of Seventy -Nine Thousand Two Hundred and Fifty Dollars ($79,250.00) to the Waterloo Police Department. The first payment is due on October 15th, 2028, and the second payment is due April 15th, 2029. Year four (4) of the contract CVCS will provide Eighty Three Thousand Two Hundred and Twelve Dollars ($83,212.00) for the fiscal year, which shall begin on July 1, 2029, and end on June 30, 2030, of the following year. Cedar Valley Catholic Schools shall make two (2) payments totaling of Eighty Three Thousand Two Hundred and Twelve Dollars ($83,212.00) to the Waterloo Police Department. The first payment is due on October 15th, 2029, and the second payment is due April 15th, 2030. c. Provide the School Resource Officer accessible office space, and basic office furnishings including a telephone, desk -top and any other necessary school materials. d. Provide all drug awareness instructional and hand out materials at Blessed Maria Assunta Pallotta Middle School. Provide appropriate curriculum instructional materials to be used in the Cedar Valley Catholic Schools when drug awareness classes are taught. e. Arrange for and pay off -duty police officers that are requested for after -hour school activities (football, baseball, basketball, wrestling, dances, etc.) at the officer's current time and a half rate of pay with a two (2) hour minimum. These events will be filled with officers assigned from the SRO unit unless other arrangements are made through the SRO supervisor. The Cedar Valley Catholic Schools will be billed directly for these events by the Waterloo Police Department once a month, at the officer's current time and a half rate of pay. Page 712 of 865 f. For major events defined as Homecoming dance, Prom dance, and Graduation, the SRO assigned to the school holding the event will be directed to work said event, unless other arrangements are made through the SRO supervisor. This is contingent on whether the School requires a uniformed officer present for the events. For these specific events, the SRO and any additional off -duty officers will be compensated at the officer's time -and -a -half rate of pay. The Cedar Valley Catholic Schools will be billed directly for these events by the Waterloo Police Department once a month, at the officer's current time and a half rate of pay. g. We (Cedar Valley Catholic Schools) agree to provide de- escalation training to the appropriate employees, including Administrators. Additionally, we will provide and pay for SROs to be part of this same training to increase awareness of the protocol administrators will use. h. The Cedar Valley Catholic Schools will pay at the current officer's time of one and a half rate of pay for each school related phone call/conversation held after normal working hours of the SRO or SRO Supervisor. This will start at a half hour (0.5) minimum up to and including any additional time to address/handle the incident/emergency. Each SRO and the SRO supervisor will allow the Cedar Valley Catholic Schools to have and use their (SRO's) cell phone number for the purpose of communication for school related business. 3. The Cedar Valley Catholic Schools and the Police Department agree that the School Resource Officers shall be selected from volunteer police applicants through a formal interview process. The formal interview panel shall include school staff, police personnel, and community persons. 4. The contact person for School shall be the Principal of Columbus Catholic High School, 3231 West Ninth Street, Waterloo, IA 50702. The contact person for Police shall be the SRO Supervisor, 715 Mulberry Street, Waterloo, IA 50703, (319) 291-4340. 5. The School Resource Officer's area of concern has to do with public law and its application. The School Resource Officers are not responsible for enforcement of school policies. The School Resource Officer is to act as a member of the school's team and report infractions of school policy to appropriate school personnel. Page 713 of 865 Page 714 of 865 Page 715 of 865 ATTEST: Kelley Felchle, City Clerk STATE OF IOWA ss. BLACK HAWK COUNTY CITY OF WATERLOO, IOWA POLICE DEPARTMENT By: Quentin M. Hart, Mayor On this day of , 2025, before me, the undersigned, a Notary Public in and for the State of Iowa, personally appeared Quentin M. Hart and Kelley Felchle, to me personally known, and who, being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Waterloo, Iowa; that the seal affixed to the foregoing instrument is the corporate seal of the corporation, and that the instrument was signed and sealed on behalf of the corporation by authority of its City Council as contained in the Resolution adopted by the City Council, under Council Acton No. of the City Council on the day of 2025, and that Quentin M. Hart and Kelley Felchle acknowledged the execution of the instrument to be their voluntary act and deed and the voluntary act and deed of the corporation, by it voluntarily executed. Notary Public in and for the State of Iowa Page 716 of 865 CEDAR VALLEY CATHOLIC SCHOOLS By: Jake Schaefer School Board President STATE OF IOWA BLACK HAWK COUNTY ) ) ) ss. This instrument was acknowledged before me on this day of , 2025, by_Jake Schaefer, as School Board President, for the Cedar Valley Catholic Schools. Notary Public in and for the State of Iowa Page 717 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Steven Kjergaard, Director of Aviation Airport Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving request by the Waterloo Regional Airport to release 89.16 acres of Airport property known as Parcel F, for the amount of $2,675,000.00, to the City of Waterloo, Iowa for continued development, and authorizing the Mayor and City Clerk to execute all formal land release documents as required, and submit said documents to the Federal Aviation Administration. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 718 of 865 1. Land Release Parcel F 2. Deed of Release Parcel F Page 719 of 865 U.S. Department of Transportation Federal Aviation Administration October 27, 2025 Mr. Steven Kjergaard Director of Aviation Waterloo Regional Airport 2790 Livingston Lane Waterloo, IA 50703 Release of Federal Property Obligations Parcel F, 89.16 acres Dear Mr. Kjergaard: This is in response to your letter dated August 11, 2025, requesting that 89.16 acres of federally obligated land be released from conditions established through a Section 303 Civil Aeronautics Act transfer on May 21, 1944. This property was transferred to the City of Waterloo under the authority of 49 U.S.C. §47151. A release permitting the sale and disposal of real property transferred to the airport owner under 49 U.S.C. §47151 is only granted when it is clearly shown such property is no longer needed to directly support an airport purpose or activity and sale of such property will benefit civil aviation by producing an equal or greater benefit to the airport than continued retention of the land. Conversion of a real property asset into another form of asset, such as cash or physical improvements, can better serve the airport. This objective is not met unless an amount equal to the net sale proceeds based on the current fair market value (FMV) of the property is realized as a consequence of the release and such amount is committed to airport purposes. Under 49 U.S.C. §§47153(c), FAA is required to provide at least a 30-day notice to the public regarding the requested release. The required notice was published in the Federal Register on September 24, 2025. We have concluded that this property, as legally described in the enclosed Deed of Release, meets the conditions mentioned previously for release. We have also concluded that the release and use of such land for constructing a railroad spur will not interfere with the operation, maintenance or future development of the airport. By accepting this release, the Airport Owner agrees to: 1. Deposit, immediately after the sale, the net sale proceeds based on its current FMV or an equivalent amount, into an identifiable interest -bearing account currently paying the Page 720 of 865 2 highest interest rate. The proceeds should remain in this account until utilized in accordance with FAA Order 5190.6B, Chapter22. 2. Expend, within five (5) years after the Deed of Release execution date, the sum of $2,675,000 plus accumulated interest, into aeronautical development projects currently included in the Capital Improvement Plan (CIP). 3. Maintain accurate records of the above -listed expenditures in accordance with accepted business practices, and for three (3) years after the approved project is completed, keep the records open for inspection by the FAA at any time. 4. Ensure that whoever the land is initially and subsequently conveyed to including the airport owner, they and their successors and assigns protect the rights and interests of the public in Waterloo Regional Airport and prevent any use of subject property that would constitute an airport hazard. 5. Update the Airport Layout Plan and Exhibit "A" Property Map upon acceptance of the release to reflect the new airport boundaries. 6. Ensure that they and their successors and assigns retain, for the use and benefit of the public, the right of flight for the passage of aircraft in the airspace above the surface of the subject property, the right for existing and future aircraft to generate noise in that airspace, and the right to use the airspace to land on or take off from the airport. 7. Ensure that they and their successors and assigns shall not permit/afford access from the subject property onto Waterloo Regional Airport property for aeronautical purposes. 8. Ensure that if the property is used or converted to a non -aeronautical, municipal use, an amount equal to the fair market value will be deposited into an identifiable interest - bearing account prior to disposal for municipal use. The proceeds should remain in this account until utilized in accordance with FAA Order 5190.6B. Please indicate your acceptance of these conditions by signing and completing the bottom portion of this letter. Scan and return this letter along with a copy of the fully signed Deed of Release (enclosed) once it is recorded in the local County Recorder's office. Sincerely, Rodney N. Jo Director Office of Airports Central Region Enclosure Page 721 of 865 Accepted for Airport Owner CITY OF WATERLOO By: Title: Date: 3 Page 722 of 865 DEED OF RELEASE This instrument, a Deed of Release, made by the United States of America, Acting by and through the Administrator of the Federal Aviation Administration, Department of Transportation, under and pursuant to the powers and authority contained in the provisions of 49 U.S.C. §47153, to City of Waterloo, a body politic, created, operating, and doing business under the laws of the State of Iowa, WITNESSETH: WHEREAS, the United States of America, acting by and through the Federal Aviation Administration under and pursuant to authority contained in the provisions of 49 U.S.C. §47153, and applicable rules, regulations, and orders by an instrument of transfer entitled Resolution 9236 Section 303 Civil Aeronautics Act, dated March 21, 1944, did remise, release and forever transfer to City of Waterloo, it successors and assigns, all rights, title and interest in and to that certain property located and situated in Waterloo, Iowa, subject to certain terms, conditions, reservations and restrictions; and WHEREAS, the Airport Owner has requested the United States of America to release the hereinafter described real property from all of those terms, conditions, reservations and restrictions of the said instrument(s) of transfer; and WHEREAS, the Administrator of the Federal Aviation Administration is authorized to grant releases pursuant to the powers and authority contained in 49 U.S.C. §47153; and WHEREAS, by virtue of delegation of authority, the Director, Airports Division, Central Region, Federal Aviation Administration, under and pursuant to the powers and authority contained in 49 U.S.C. §47153 is authorized to make determinations on requests for Deed of Release and to execute said Deeds of Release to convey, quitclaim or release any right or interest reserved to the United States of America by an instrument of disposal; and WHEREAS, the Director, Airports Division, Central Region, Federal Aviation Administration, has determined that the release of such real property as is hereinafter described, from all of the said terms, conditions, reservations and restrictions set forth in the above identified instrument of transfer will not prevent accomplishment of the purpose for which the property was made subject to such terms, conditions, reservations and restrictions and is necessary to protect or advance the interests of the United States of America in civil aviation. NOW THEREFORE, for and in consideration of the above expressed recitals and of the benefits to accrue to the United States and to civil aviation, the United States of America, upon inclusion by the City of Waterloo in the Instrument of Transfer conveying title to the hereinafter described real property of provisions as follows: Page 723 of 865 2 (1) That the City or Waterloo reserves unto itself, its successors and assigns, for the use and benefit of the public a right of flight for the passage of aircraft in the airspace above the surface of the real property hereinafter described, together with the right to cause in said airspace such noise as may be inherent in the operations of aircraft, now known or hereafter used, for navigation of or flight in the said airspace, for use of said airspace for landing on, or taking off from or operating on Waterloo Regional Airport. (2) That the City of Waterloo expressly agrees for itself, its successors and assigns, to restrict the height of structures, objects of natural growth and other obstructions on the hereinafter described real property to such a height so as to comply with Federal Aviation Regulations, Part 77. (3) That the City of Waterloo expressly agrees for itself, its successors and assigns, to prevent any use of the hereinafter described real property which would interfere with the landing or takeoff of aircraft at Waterloo Regional Airport or interfere with air navigation and or communication facilities serving Waterloo Regional Airport, or otherwise constitute an airport hazard. (4) Ensure that the City of Waterloo and their successors and assigns shall not permit/afford access from the subject property onto Waterloo Regional Airport property for aeronautical purposes. (5) Ensure that if the property is used or converted to a municipal use, an amount equal to the fair market value will be deposited into an identifiable interest - bearing account prior to conversion of the property to the municipal use. The proceeds should remain in this account until utilized in accordance with FAA Order 5190.6B. HEREBY, releases the said real property from the terms, conditions, reservations, and restrictions as contained in the above -mentioned Instrument of Transfer from the United States of America to the City of Waterloo dated October 27, 2025, which real property is described as follows: A parcel of land located in the Southwest Quarter and Northwest Fractional Quarter of Section 5, Township 89 North, Range 13 West of the 5th Principal Meridian, City of Waterloo, Black Hawk County, State of Iowa, and being more particularly described as follows: Commencing at the southwest corner of said Section 5; thence North 00°36'49" East (North 00°36'39" East per Releases of Federal Encumbrances at the Waterloo, Iowa Regional Airport survey prepared by Earth Tech dated January 26, 2006) along the west line of said section 795.25 feet; thence South 89°23' 11" East (South 89°23'21 " East per Earth Tech survey) 33.00 feet to the intersection of the present northerly right-of-way line of the Canadian National Railroad and the east right-of-way line of Leversee Road and also being the southwest corner of Airport Release Parcel D per Earth Tech survey; thence North 00°36'49" East (North 00°36'39" East per Earth Tech survey) along the east right-of-way line Leversee Road 1189.64 feet to the northwest corner of said Release Parcel D and the point of beginning of this description; thence continuing North 00°36'49" East along the said east Leversee Road right-of-way 702.35 feet to the north line of the southwest quarter of Section 5; thence North 00°27'21" East along the east right -of - Page 724 of 865 3 way line of Leversee Road 395,39 feet to the southwesterly line of Airport Release Parcel C; thence South 89°47'33" East (South 89°48'20" East per Earth Tech survey) along said southwesterly line 208.35 feet; thence North 67°02'45" East (North 67°02'1 0" East per Earth Tech survey) along the southeasterly line of Release Parcel C 2623.16 feet (2623.53 feet per Earth Tech survey) to the southeast corner of said parcel; thence South 07°02'54" West along a line that is 684 feet northwesterly of and parallel with the centerline of runway 18/36 and its southwesterly extension 2172.16 feet to the northeast corner of said Release Parcel D; thence North 89°08'07" West (North 89°08' 13" West per Earth Tech survey) along the north line of Release Parcel D 2368.20 feet to the point of beginning containing 3,883,827 square feet or 89.16 acres. This release is for the specific purpose of permitting City of Waterloo to sell and convey title to the above described property to International Paper Company. By its acceptance of this Deed of Release City of Waterloo also covenants and agrees for itself, its successors and assigns, to comply with and observe all of the conditions and limitations hereof, which are expressly limited to the above -described real property. IN WITNESS WHEREOF, the United States of America has caused these presents to be executed in its name and on its behalf by the Director, Airports Division, Central Region, Federal Aviation Administration, all as of the 27th day of October, 2025. UNITED STATES OF AMERICA DEP ° TM NT OF T . NSPORTATION By A_ Director, Ai + + s Divi , Central Region Federal : ration Administration STATE OF Missouri ) ss COUNTY OF Jackson On this 27th day of October, 2025, before me a Notary Public in and for the County of Jackson, State of Missouri, personally appeared Rodney N. Joel, known to me to be the Director, Airports Division, Central Region, Federal Aviation Administration, and known to me to be the person whose name is subscribed to the within instrument and acknowledge that he executed the same on behalf of the Administrator of the Federal Aviation Administration and the United States of America. AMY J WALTER Notary Public - Notary Seal S1ATE OF MISSOURI Platte County My Commission Expires: May 22, 2028 Commission # 16867514 WITNESS my hand and official seal, otary Pub1 t-1 and for said County and State Page 725 of 865 Accepted: CITY OF WATERLOO By: Title: Date: 4 • T MEI 73 Z Page 726 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Randy Bennett, Public Works Division Manager Traffic Operations Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving a Professional Services Agreement with WHA Inc., of Cedar Rapids, Iowa, in the amount of $44,902.80, in conjunction with the Ansborough Avenue CMAQ, Traffic Signal Fiber Optic Installation from Downing Avenue south 2.7 miles to Fischer Drive, and authorizing the Mayor to execute said document. RECOMMENDED COUNCIL ACTION Approving a Professional Services Agreement with WHA Inc. for construction engineering services. SUMMARY STATEMENT AND BACKGROUND INFORMATION WHA Inc. will provide construction engineering services. They will oversee the project and provide reports to the Traffic Operations Director. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES Grant funds and operating budget. ALTERNATIVE ACTION LEGAL DESCRIPTION Page 727 of 865 ATTACHMENTS 1. Ansborough Avenue CE Agreement_8-20-25 Page 728 of 865 Attachment D to I.M. 3.310 May 30, 2025 Contract No. 1709C25 Owner Project No. [XXXXX] Iowa DOT Project No. STP-A-8155(784)-86-07 Standard Consultant Contract For Local Public Agency Consultant Contracts with Federal -aid Participation This AGREEMENT, made as of the date of the last party's signature below, is by and BETWEEN City of Waterloo, Iowa, the Owner, located at: City of Waterloo, Iowa City Hall 715 Mulberry Street Waterloo, IA 50703 Phone: (319) 291-4440 and Willett, Hofmann and Associates, Inc., the Consultant, located at: 625 32nd Avenue SW Cedar Rapids, IA 52404 Phone: (319) 378-1401 FAX: (319) 378-1975 For the following Project: Construction Phase Services for the Traffic Adaptive Signals and Fiber Optic Communications Upgrade, also known as: Ansborough Avenue CMAQ, Traffic Signal Fiber Optic Installation from Downing Avenue south 2.7 miles to Fischer Drive. The Owner has decided to proceed with the Project, subject to the concurrence and approval of the Iowa Department of Transportation (Iowa DOT), and the Federal Highway Administration (FHWA), U.S. Department of Transportation (when applicable). The Owner desires to employ the Consultant to provide construction observation and construction administration services to assist with the development and completion of the Project. The Consultant is willing to perform these services in accordance with the terms of this Agreement. Page 1 of 30 Page 729 of 865 Attachment D to I.M. 3.310 May 30, 2025 TABLE OF CONTENTS Article Number And Description 1 Initial Information 1.1 Project Parameters 1.2 Financial Parameters 1.3 Project Team 1.4 Time Parameters 1.5 Minimum Qualification Standards 2 Entire Agreement, Required Guidance and Applicable Law 2.1 Entire Agreement of the Parties 2.2 Required Guidance 2.3 Applicable Law 3 Form of Compensation 3.1 Method of Reimbursement for the Consultant 3.2 Subconsultant's Responsibilities for Reimbursement 4 Terms and Conditions 4.1 Ownership of Engineering Documents 4.2 Subconsultant Contract Provisions and Flow Down 4.3 Consultant's Endorsement on Plans 4.4 Progress Meetings 4.5 Additional Documents 4.6 Revision of Work Product 4.7 Extra Work 4.8 Extension of Time 4.9 Responsibility for Claims and Liability 4.10 Current and Former Agency Employees (Conflicts of Interest) 4.11 Suspension of Work 4.12 Termination of Agreement 4.13 Right to Set-off 4.14 Assignment or Transfer 4.15 Access to Records 4.16 Iowa DOT and FHWA Participation 4.17 Nondiscrimination Requirements 4.18 Compliance with Title 49, Code of Federal Regulations, Part 26 4.19 Severability Attachment A - Scope of Services Attachment B - Specifications Attachment C - Fees and Payments Attachment C-1 — Cost Analysis Worksheet Attachment D - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Attachment E - Certification of Consultant Attachment F - Certification of Owner Attachment G - Sample Invoice Form Attachment H - Consultant Fee Proposal Attachment J - Duties, Responsibilities, and Limitations of Authority of Resident Project Representative Page 2 of 30 Page 730 of 865 ARTICLE 1 INITIAL INFORMATION This Agreement is based on the following information and assumptions. 1.1 Attachment D to I.M. 3.310 May 30, 2025 Project Parameters The objective or use is: Perform construction -related services (construction administration, construction observation, and testing) in connection with the construction of the proposed improvements indicated in the final plans, specifications, and estimates.. 1.2 Financial Parameters 1.2.1 Amount of the Owner's budget for the Consultant's compensation is: $44,902.80 1.2.2 Amount of the Consultant's budget for the subconsultants' compensation is: $0.00 1.3 Project Team 1.3.1 The Owner's Designated Representative, identified as the Contract Administrator is: Tina Schellhorn, Associate Traffic Engineer The Contract Administrator is the authorized representative, acting as liaison officer for the Owner for purpose of coordinating and administering the work under the Agreement. The work under this Agreement shall at all times be subject to the general supervision and direction of the Contract Administrator and shall be subject to the Contract Administrator's approval. 1.3.2 The Consultant's Designated Representative is: Jordan Primus, Cedar Rapids General Manager 1.3.3 The subconsultants retained at the Consultant's expense are identified in the following table: Subconsultant None 1.4 Time Parameters Amount Authorized Maximum Amount Payable Method of Payment 1.4.1 The Consultant shall begin work under this Agreement upon receipt of a written notice to proceed from the Owner. 1.4.2 Milestones for completion of the work under this Agreement as follows: Construction -related services shall be completed and accepted on or before July 31, 2026 or ninety (90) calendar days after the Project Contractor has submitted all required documentation to the Consultant (whichever is greater). The schedule is based on the Project Contractor starting Project construction no later than May 1, 2026 and utilizing a maximum of ninety (90) working days to substantially complete Project construction. 1.5 Minimum Qualification Standards (MQS) 1.5.1 The Consultant and their subconsultants are required to meet the Minimum Qualifications Standards (MQS) requirements of specified work categories as defined in the Iowa DOT's Policy and Procedure Manual (PPM), Policy No. 300.04, at the time of contract execution, and for the duration of the contract. Work under this contract will require the consultant team to meet the requirements of Work Category Traffic Operations Design, Traffic Operations Studies, Intelligent Transportation Systems. Failure to meet the requirements during the contract will result in cancellation of any remaining portion of the contract. 1.5.2 All services within this agreement shall be performed by the Consultant or subconsultant who Page 3 of 31 Page 731 of 865 Attachment D to I.M. 3.310 May 30, 2025 meets the MQS of the specified work categories as defined Iowa DOT PPM 300.04. If no work category exists for a particular service, normal methods of acceptance shall be used, such as experience, typical licensure, certification or registration, or seals of approval by others. ARTICLE 2 ENTIRE AGREEMENT, REQUIRED GUIDANCE, AND APPLICABLE LAW 2.1 Entire Agreement of the Parties. This Agreement, including its attachments, represents the entire and integrated agreement between the Owner and the Consultant and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both Owner and Consultant. This Agreement comprises the documents listed as attachments in the Table of Contents. The work to be performed by the Consultant under this Agreement shall encompass and include all detail work, services, materials, equipment and supplies necessary to prepare and deliver the scope of services provided in Attachment A. 2.2 Required Guidance. All services shall be in conformity with the Specifications outlined in Attachment B, the Iowa Department of Transportation Federal -aid Project Development Guide, Instructional Memorandums to Local Public Agencies (I.M.$), and other standards, guides or policies referenced therein. In addition, applicable sections of the U.S. Department of Transportation Federal Aid Policy Guide (FAPG) shall be used as a guide in preparation of plans, specifications and estimates. 2.3 Applicable Law. The laws of the State of Iowa shall govern and determine all matters arising out of or in connection with this Agreement without regard to the choice of law provisions of Iowa law. In the event any proceeding of a quasi-judicial or judicial nature is commenced in connection with this Agreement, the exclusive jurisdiction for the proceeding shall be brought in the Black Hawk County District Court of Iowa, Waterloo, Iowa. This provision shall not be construed as waiving any immunity to suit or liability including without limitation sovereign immunity in State or Federal court, which may be available to the Owner. The Consultant shall comply with all Federal, State and local laws and ordinances applicable to the work performed under this Agreement. ARTICLE 3 FORM OF COMPENSATION 3.1 Method of Reimbursement for the Consultant. 3.1.1 Compensation for the Consultant shall be computed in accordance with one of the following compensation methods, as defined in Attachment C: .2 [ ] Lump Sum - Attachment C . 3 [X] Specific Rate of Compensation - Attachment C .4 [ ] Unit Price - Attachment C . 5 [ ] Fixed Overhead Rate - Attachment C 3.1.2 When applicable, compensation for the subconsultant(s) shall be computed in accordance with one of the payment methods listed in section 3.1.1. Refer to section 1.3.3 for identification of the method of payment utilized in the subconsultant(s) contract. The compensation method utilized for each subconsultant shall be defined within the subconsultant contract to the Consultant. 3.2 Subconsultant's Responsibilities for Reimbursement. The Consultant shall require the subconsultants (if applicable) to notify them if they at any time determine that their costs will exceed their estimated actual costs. The Consultant shall not allow the subconsultants to exceed their estimated actual costs without prior written approval of the Contract Administrator. The prime Consultant is cautioned that cost under -runs associated with any subconsultant's contract are not available for use by the prime Consultant or other subconsultant unless the Contract Administrator, Iowa DOT, and FHWA (when applicable) have given prior written approval. Page 4 of 30 Page 732 of 865 Attachment D to I.M. 3.310 May 30, 2025 ARTICLE 4 TERMS AND CONDITIONS 4.1 Ownership of Engineering Documents 4.1.1 All sketches, tracings, plans, specifications, reports on special studies and other data prepared under this Agreement shall become the property of the Owner and shall be delivered to the Contract Administrator upon completion of the plans or termination of the services of the Consultant. There shall be no restriction or limitation on their future use by the Owner, except any use on extensions of the project or on any other project without written verification or adaptation by the Consultant for the specific purpose intended will be the Owner's sole risk and without liability or legal exposure to the Consultant. 4.1.2 The Owner acknowledges the Consultant's plans and specifications, including all documents on electronic media, as instruments of professional service. Nevertheless, the plans and specifications prepared under this Agreement shall become the property of the Owner upon completion of the services and payment in full of all moneys due to the Consultant. 4.1.3 The Owner and the Consultant agree that any electronic files prepared by either party shall conform to the specifications listed in Attachment B. Any change to these specifications by either the Owner or the Consultant is subject to review and acceptance by the other party. Additional efforts by the Consultant made necessary by a change to the CADD software specifications shall be compensated for as Additional Services. 4.1.4 The Owner is aware that significant differences may exist between the electronic files delivered and the respective construction documents due to addenda, change orders or other revisions. In the event of a conflict between the signed construction documents prepared by the Consultant and electronic files, the signed construction documents shall govern. 4.1.5 The Owner may reuse or make modifications to the plans and specifications, or electronic files while agreeing to take responsibility for any claims arising from any modification or unauthorized reuse of the plans and specifications. 4.2 Subconsultant Contract Provisions and Flow Down 4.2.1 All provisions of this Agreement between the Owner and Consultant shall also apply to all subconsultants hired by the Consultant to perform work pursuant to this Agreement. It is the Consultant's responsibility to ensure all contracts between Consultant and its subconsultants contain all provisions required of Consultant in this Agreement. The only recognized exception to this requirement is under provision 3.1.2 when the subconsultant has a different method of reimbursement than the Consultant. 4.2.2 The Consultant may not restrict communications between the Owner and any of the subconsultants. The Consultant will encourage open communication among the Owner, the Consultant and the subconsultants. 4.3 Consultant's Endorsement on Plans. The Consultant and its subconsultants shall endorse and certify the completed project deliverables prepared under this Agreement, and shall affix thereto the seal of a professional engineer or architect (as applicable), licensed to practice in the State of Iowa, in accordance with the current Code of Iowa and Iowa Administrative Code. 4.4 Progress Meetings. From time to time as the work progresses, conferences will be held at mutually convenient locations at the request of the Contract Administrator to discuss details of the design and progress of the work. The Consultant shall prepare and present such information and studies as may be pertinent and necessary or as may be requested by the Contract Administrator, to enable the Contract Administrator to pass judgment on the features and progress of the work. 4.5 Additional Documents. At the request of the Contract Administrator, the Consultant shall furnish sufficient documents, or other data, in such detail as may be required for the purpose of review. 4.6 Revision of Work Product Page 5 of 30 Page 733 of 865 Attachment D to I.M. 3.310 May 30, 2025 4.6.1 Drafts of work products shall be reviewed by the Consultant for quality control and then be submitted to the Contract Administrator by the Consultant for review and comment. The comments received from the Contract Administrator and the reviewing agencies shall be incorporated by the Consultant prior to submission of the final work product by the Consultant. Work products revised in accordance with review comments shall constitute "satisfactorily completed and accepted work." Requests for changes on work products by the Contract Administrator shall be in writing. In the event there are no comments from the Contract Administrator or reviewing agencies to be incorporated by the Consultant into the final work product, the Contract Administrator shall immediately notify the Consultant, in writing, that the work product shall constitute "satisfactorily completed and accepted work." 4.6.2 In the event that the work product prepared by the Consultant is found to be in error and revision or reworking of the work product is necessary, the Consultant agrees that it shall do such revisions without expense to the Owner, even though final payment may have been received. The Consultant must give immediate attention to these changes so there will be a minimum of delay to the project schedule. The above and foregoing is not to be construed as a limitation of the Owner's right to seek recovery of damages for negligence on the part of the Consultant herein. 4.6.3 Should the Contract Administrator find it desirable to have previously satisfactorily completed and accepted work product or parts thereof revised, the Consultant shall make such revisions if requested and directed by the Contract Administrator in writing. This work will be paid for as provided in Article 4.7. 4.7 Extra Work. If the Consultant is of the opinion that any work it has been directed to perform is beyond the scope of this Agreement, and constitutes "Extra Work," it shall promptly notify the Contract Administrator in writing to that effect. In the event that the Contract Administrator determines that such work does constitute "Extra Work", the Consultant shall promptly develop a scope and budget for the extra work and submit it to the Contract Administrator. The Owner will provide extra compensation to the Consultant upon the basis of actual costs plus a fixed fee amount, or at a negotiated lump sum. The Consultant shall not proceed with "Extra Work" without prior written approval from the Owner and concurrence from the Iowa DOT. Prior to receipt of a fully executed Supplemental Agreement and written Notice to Proceed, any cost incurred that exceeds individual task costs, or estimated actual cost, or the maximum amount payable is at the Consultant's risk. The Owner has the right, at its discretion, to disallow those costs. However, the Owner shall have benefit of the service rendered. 4.8 Extension of Time. The time for completion of each phase of this Agreement shall not be extended because of any delay attributed to the Consultant, but may be extended by the Contract Administrator in the event of a delay attributed to the Owner or the Contract Administrator, or because of unavoidable delays beyond the reasonable control of the Consultant. 4.9 Responsibility For Claims And Liability 4.9.1 The Consultant agrees to defend, indemnify, and hold the Owner, the State of Iowa, the Iowa DOT, their agents, employees, representatives, assigns and successors harmless for any and all liabilities, costs, demands, losses, claims, damages, expenses, or attorneys' fees, including any stipulated damages or penalties, which may be suffered by the Owner as the result of, arising out of, or related to, the negligence, negligent errors or omissions, gross negligence, willfully wrongful misconduct, or breach of any covenant or warranty in this Agreement of or by the Consultant or any of its employees, agents, directors, officers, subcontractors or subconsultants, in connection with this Agreement. 4.9.2 The Consultant shall obtain and keep in force insurance coverage for professional liability (errors and omissions) with a minimum limit of $1,000,000 per claim and in the aggregate, and all such other insurance required by law. Proof of Consultant's insurance for professional liability coverage and all such other insurance required by law will be provided to the Owner at the time the contract is executed and upon each insurance coverage renewal. 4.10 Current and Former Agency Employees (Conflicts of Interest) The Consultant shall not engage the services of any current employee of the Owner or the Iowa DOT unless it obtains the approval of the Owner or the Iowa DOT, as applicable, and it does not create a Page 6 of 30 Page 734 of 865 Attachment D to I.M. 3.310 May 30, 2025 conflict of interest under the provisions of Iowa Code section 68B.2A. The Consultant shall not engage the services of a former employee of the Owner or the Iowa DOT, as applicable, unless it conforms to the two-year ban outlined in Iowa Code section 68B.7. Similarly, the Consultant shall not engage the services of current or former FHWA employee without prior written consent of the FHWA, and the relationship meets the same requirements for State and local agency employees set forth in the above - referenced Iowa Code sections and the applicable Federal laws, regulations, and policies. 4.11 Suspension of Work under this Agreement 4.11.1 The right is reserved by the Owner to suspend the work being performed pursuant to this Agreement at any time. The Contract Administrator may effect such suspension by giving the Consultant written notice, and it will be effective as of the date established in the suspension notice. Payment for the Consultant's services will be made by the Owner to the date of such suspension, in accordance with the applicable provisions in Article 4.12.2 or Article 4.12.3 below. 4.11.2 Should the Owner wish to reinstate the work after notice of suspension, such reinstatement may be accomplished by thirty (30) days' written notice within a period of one year after such suspension, unless this period is extended by written consent of the Consultant. 4.11.3 In the event the Owner suspends the work being performed pursuant to this Agreement the Consultant with approval from the Contract Administrator, has the option, after 180 days to terminate the contract. 4.12 Termination of Agreement 4.12.1 The right is reserved by the Owner to terminate this Agreement at any time and for any reason upon not less than thirty (30) days written notice to the Consultant. 4.12.2 In the event the Agreement is terminated by the Owner without fault on the part of the Consultant, the Consultant shall be paid for the reasonable and necessary work performed or services rendered and delivered up to the effective date or time of termination. The value of the work performed and services rendered and delivered, and the amount to be paid shall be mutually satisfactory to the Contract Administrator and to the Consultant. The Consultant shall be paid a portion of the fixed fee, plus actual costs, as identified in Attachment C. Actual costs to be reimbursed shall be determined by audit of such costs to the date established by the Contract Administrator in the termination notice, except that actual costs to be reimbursed shall not exceed the Maximum Amount Payable. 4.12.3 In the event the Agreement is terminated by the Owner for fault on the part of the Consultant, the Consultant shall be paid only for work satisfactorily performed and delivered to the Contract Administrator up to the date established by the termination notice. After audit of the Consultant's actual costs to the date established by the Contract Administrator in the termination notice and after determination by the Contract Administrator of the amount of work satisfactorily performed, the Contract Administrator shall determine the amount to be paid to the Consultant. 4.12.4 This Agreement will be considered completed when the scope of the project has progressed sufficiently to make it clear that construction has been completed, and all required documentation has been filed with the Iowa DOT. The Project has been officially accepted by the Iowa DOT as complete, including the completion of any applicable audits. 4.13 Right to Set-off. In the event that the Consultant owes the Owner any sum under the terms of this Contract, the Owner may set off the sum owed to the Owner against any sum owed by the Owner to the Consultant under any other contract or matter in the Owner's sole discretion, unless otherwise required by law. The Consultant agrees that this provision constitutes proper and timely notice of the Owner's intent to utilize any right of set-off. 4.14 Assignment or Transfer. The Consultant is prohibited from assigning or transferring all or a part of its interest in this Agreement, unless written consent is obtained from the Contract Administrator and concurrence is received from the Iowa DOT and FHWA, if applicable. 4.15 Access to Records. The Consultant is to maintain all books, documents, papers, accounting records Page 7 of 30 Page 735 of 865 Attachment D to I.M. 3.310 May 30, 2025 and other evidence pertaining to this Agreement and to make such materials available at their respective offices at all reasonable times during the agreement period, and for three years from the date of final closure of the Federal -aid project with FHWA, for inspection and audit by the Owner, the Iowa DOT, the FHWA, or any authorized representatives of the Federal Government; and copies thereof shall be furnished, if requested. 4.16 Iowa DOT and FHWA Participation. The work under this Agreement is contingent upon and subject to the approval of the Iowa DOT and FHWA, when applicable. The Iowa DOT and FHWA shall have the right to participate in the conferences between the Consultant and the Owner, and to participate in the review or examination of the work in progress as well as any final deliverable. 4.17 Nondiscrimination Requirements. 4.17.1 During the performance of this Agreement, the Consultant agrees to comply with the regulations of the U.S. Department of Transportation, contained in Title 49, Code of Federal Regulations, Part 21, and the Code of Iowa, Chapter 216. The Consultant will not discriminate on the grounds of age, race, creed, color, sex, sexual orientation, national origin, religion, or disability in its employment practices, in the selection and retention of subconsultants, and in its procurement of materials and leases of equipment. 4.17.2 In all solicitations, either by competitive bidding or negotiation made by the Consultant for work to be performed under a subcontract, including procurement of materials or equipment, each potential subconsultant or supplier shall be notified by the Consultant of the Consultant's obligation under this contract and the regulations relative to nondiscrimination on the grounds of age, race, creed, color, sex, sexual orientation, national origin, religion, or disability. 4.17.3 In the event of the Consultant's noncompliance with the nondiscrimination provisions of this Agreement, the Owner shall impose such contract sanctions as it, the Iowa DOT, or the FHWA may determine to be appropriate, including, but not limited to withholding of payments to the Consultant under the Agreement until the Consultant complies, or the Agreement is otherwise suspended or terminated. 4.17.4 The Consultant shall comply with the following provisions of Appendix A of the U.S. DOT Standard Assurances: During the performance of this contract, the Consultant, for itself, its assignees and successors in interest (hereinafter referred to as the "Consultant') agrees as follows: 1. Compliance with Regulations: The Consultant shall comply with the Regulations relative to non- discrimination in Federally assisted programs of the Department of Transportation (hereinafter, "DOT') Title 49, Code of Federal Regulations, Part 21, as they may be amended from time to time, (hereinafter referred to as the Regulations), which are herein incorporated by reference and made a part of this contract. 2. Nondiscrimination: The Consultant, with regard to the work performed by it during the contract, shall not discriminate on the grounds of race, color, national origin, sex, age, or disability in the selection and retention of subconsultants, including procurement of materials and leases of equipment. The Consultant shall not participate either directly or indirectly in the discrimination prohibited by section 21.5 of the Regulations, including employment practices when the contract covers a program set forth in Appendix B of the Regulations. 3. Solicitations for Subcontracts, Including Procurement of Materials and Equipment: In all solicitations either by competitive bidding or negotiation made by the Consultant for work to be performed under a subcontract, including procurement of materials or leases of equipment, each potential subconsultant or supplier shall be notified by the Consultant of the Consultants obligations under this contract and the Regulations relative to non-discrimination on the grounds of race, color, national origin, sex, age, or disability. 4. Information and Reports: The Consultant shall provide all information and reports required by the Regulations or directives issued pursuant there to, and shall permit access to its books, records, Page 8 of 30 Page 736 of 865 Attachment D to I.M. 3.310 May 30, 2025 accounts, other sources of information, and its facilities as may be determined by the Owner, the Iowa Department of Transportation or Federal Highway Administration to be pertinent to ascertain compliance with such Regulations, orders and instructions. Where any information required of a Consultant is in the exclusive possession of another who fails or refuses to furnish this information the Consultant shall so certify to the Owner, the Iowa Department of Transportation or the Federal Highway Administration as appropriate, and shall set forth what efforts it has made to obtain the information. 5. Sanctions for Noncompliance: In the event of the Consultants noncompliance with the nondiscrimination provisions of this contract, the Owner shall impose such contract sanctions as it, the Iowa Department of Transportation or the Federal Highway Administration may determine to be appropriate, including, but not limited to: a. withholding of payments to the Consultant under the contract until the Consultant complies, and/or b. cancellation, termination or suspension of the contract, in whole or in part. 6. Incorporation of Provisions: The Consultant shall include the provisions of paragraphs (1) through (6) in every subcontract, including procurement of materials and leases of equipment, unless exempt by the Regulations, or directives issued pursuant thereto. The Consultant shall take such action with respect to any subcontract or procurement as the Owner, the Iowa Department of Transportation or the Federal Highway Administration may direct as a means of enforcing such provisions including sanctions for non-compliance: provided, however, that, in the event a Consultant becomes involved in, or is threatened with, litigation with a subconsultant or supplier as a result of such direction, the Consultant may request the Owner or the Iowa Department of Transportation to enter into such litigation to protect the interests of the Owner or the Iowa Department of Transportation; and, in addition, the Consultant may request the United States to enter into such litigation to protect the interests of the United States. 4.18 Compliance with Title 49, Code of Federal Regulations, Part 26 4.18.1 The Consultant agrees to ensure that disadvantaged business enterprises (DBEs) as defined in 49 CFR Part 26 have the maximum opportunity to participate in the performance of contracts and subcontracts financed in whole or in part with Federal funds provided under this Agreement. In this regard the Consultant and all of its subconsultants shall take all necessary and reasonable steps in compliance with the Iowa DOT DBE Program to ensure disadvantaged business enterprises have the maximum opportunity to compete for and perform contracts. 4.18.2 The Consultant shall pay its subconsultants for satisfactory performance of their work no later than 30 days from receipt of each payment it receives from the Owner for such work. If the Owner holds retainage from the Consultant, the Consultant may also withhold retainage from its subconsultant(s). If retainage is withheld from a subconsultant, full payment of such retainage shall be made within 30 days after the subconsultant's work is satisfactorily completed. 4.18.3 Upon notification to the Consultant of its failure to carry out the requirements of this Article, the Owner, the Iowa DOT, or the FHWA may impose sanctions which may include termination of the Agreement or other measures that may affect the ability of the Consultant to obtain future U.S. DOT financial assistance. The Consultant is hereby advised that failure to fully comply with the requirements of this Article shall constitute a breach of contract and may result in termination of this Agreement by the Owner or such remedy as the Owner, Iowa DOT or the FHWA deems appropriate, which may include, but is not limited to: 1. withholding monthly progress payments; 2. assessing sanctions; 3. liquidated damages; and / or 4.19 Severability. If any section, provision or part of this Agreement shall be adjudged invalid or unconstitutional, such adjudication shall not affect the validity of the Agreement as a whole or any section, provision, or part thereof not adjudged invalid or unconstitutional. Page 9 of 30 Page 737 of 865 Attachment D to I.M. 3.310 May 30, 2025 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their proper officials thereunto duly authorized as of the dates below. Willett, Hofmann and Associates, Inc. By Date: Jordan K. Primus, PE Cedar Rapids Office General Manager ATTEST: By Date: CITY OF WATERLOO, IOWA By Date: Quentin M. Hart Mayor IOWA DEPARTMENT OF TRANSPORTATION Accepted for FHWA Authorization* By Date: Name Title * The Iowa DOT is not a party to this agreement. However, by signing this agreement, the Iowa DOT is indicating the work proposed under this Agreement is acceptable for FHWA authorization of Federal funds. Page 10 of 30 Page 738 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT A Scope of Services It is understood by the Owner and the Consultant that the level and frequency of Progress Reporting shall be mutually established for each project, taking into account the complexity and duration of the work to be performed. For this specific project it is agreed that progress reporting will be provided on a monthly basis. It is understood by the Owner and the Consultant that the task detail associated with the 85% budget notification shall be mutually established for each project in relation to the complexity and duration of the work to be performed. For this specific project it is agreed that all work contemplated in the agreement will be considered as one task(s). It is further agreed that the 85% budget notification requirements will be required for this Agreement based on the volume of work assigned, duration, complexity, and rate of progress anticipated on the project. The Consultant will monitor and review updates to the Iowa DOT's Instructional Memorandums (I.M.$), Road Design Manual, Standard Road Plans, Road Design Details. Updates requiring no additional effort on the part of the Consultant will be incorporated into the work by the Consultant. If the Consultant is of the opinion additional effort will be required, the Consultant will so notify the Contract Administrator, in accordance with Paragraph 4.7. The Contract Administrator will provide written approval or disapproval for the Consultant to incorporate said update into the work and indicate how payment for such work will be addressed. Scope of Services The scope of services to be performed by the ENGINEER shall be completed in accordance with generally accepted standards of practice and shall include the services and supplies to perform tasks listed below. Project Management - Project Management will involve managing the scope, schedule, and budget for the Project. It will involve overseeing and directing the members of the Project Team including ENGINEER's staff and ENGINEER's Consultants. It will include ongoing communications with the OWNER (correspondence, phone calls, etc.) and the preparation and submittal of monthly invoices to the OWNER for reimbursement of costs and fees. A. Track Project Schedule — This task involves tracking the project schedule throughout the length of the construction -related services phase. This will be done to determine if the performance of the construction -related services is in conformance with the project schedule. This task includes the preparation of written instructions for project staff providing background, names of contacts, communications procedures, responsibilities, schedule and budget information, and other important elements for the project. This task also includes the development of a graphic project schedule indicating critical dates, milestones, and deliverables and the preparation of a detailed work plan with specific staff assignments, by task, corresponding to the schedule. B. Monitor Project Scope — This task involves monitoring the project scope throughout the length of the construction -related services phase. This will be done to identify needed services that are not included in the scope of the construction -related services contract. ENGINEER will make the OWNER representative aware of potential change orders to the construction -related services contract before the additional services are performed. C. Consultant Management — This task involves the preparation of subcontracts and work orders for ENGINEER's Consultants. This task also includes monitoring ENGINEER's Consultant activities, reviewing ENGINEER's Consultant invoices, and submitting to the OWNER for payment. This task also includes reviewing ENGINEER's Consultant work for technical accuracy and conformance with project requirements. The Consultants that are anticipated are: • Communications Engineering Company D. Quality Control Plan — This task involves establishment of review and checking procedures for Project deliverables. The ENGINEER will designate responsibility for implementation of the plan. II. Construction -Related Services A. The ENGINEER shall perform construction administration for the OWNER during the Construction Phase of the Project. The ENGINEER shall perform nearly full-time construction observation for Page 11 of 30 Page 739 of 865 Attachment D to I.M. 3.310 May 30, 2025 the OWNER during the Construction Phase of the Project. 1. General Administration of Construction Contract — Consult with OWNER and act as OWNER's representative. The extent and limitations of the duties, responsibilities and authority of ENGINEER as assigned shall not be modified, except as ENGINEER may otherwise agree in writing. All of OWNER's instructions to Contractor will be issued through ENGINEER, who shall have authority to act on behalf of OWNER in dealings with Contractor to the extent provided in this Agreement except as otherwise provided in writing. 2. Resident Project Representative (RPR) — Provide the services of an RPR at the Site to assist the ENGINEER and to provide more extensive observation of Contractor's work. Duties, responsibilities, and authority of the RPR are as set forth in Attachment J. The furnishing of such RPR's services will not extend ENGINEER's responsibilities or authority beyond the specific limits set forth elsewhere in this Agreement. 3. Pre -Construction Conference — Participate in a Pre -Construction Conference prior to commencement of Work at the Site. 4. Visits to Site and Observation of Construction — In connection with observations of Contractor's work in progress while it is in progress: a. Make visits to the Site at intervals appropriate to the various stages of construction, as ENGINEER deems necessary, to observe as an experienced and qualified design professional the progress and quality of the Work. Such visits and observations by ENGINEER, and the Resident Project Representative, if any, are not intended to be exhaustive or to extend to every aspect of Contractor's work in progress or to involve detailed inspections of Contractor's work in progress beyond the responsibilities specifically assigned to ENGINEER in this Agreement and the Contract Documents, but rather are to be limited to spot checking, selective sampling, and similar methods of general observation of the Work based on ENGINEER's exercise of professional judgment as assisted by the Resident Project Representative, if any. Based on information obtained during such visits and such observations, ENGINEER will determine, in general, if Contractor's work is proceeding in accordance with the Contract Documents, and ENGINEER shall keep OWNER informed of the progress of the Work. b. The purpose of ENGINEER's visits to, and representation by the Resident Project Representative, if any, at the Site, will be to enable ENGINEER to better carry out the duties and responsibilities assigned to and undertaken by ENGINEER during the Construction Phase, and, in addition, by the exercise of ENGINEER's efforts as an experienced and qualified design professional, to provide for OWNER a greater degree of confidence that the completed Work will conform in general to the Contract Documents and that the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents has been implemented and preserved by Contractor. ENGINEER shall not, during such visits or as a result of such observations of Contractor's work in progress, supervise, direct, or have control over Contractor's work, nor shall ENGINEER have authority over or responsibility for the means, methods, techniques, sequences, or procedures of construction selected by Contractor, for safety precautions and programs incident to Contractor's work, or for any failure of Contractor to comply with Laws and Regulations applicable to Contractor's furnishing and performing the Work. Accordingly, ENGINEER neither guarantees the performance of any Contractor nor assumes responsibility for any Contractor's failure to furnish and perform its work in accordance with the Contract Documents. 5. Defective Work — Recommend to OWNER that Contractor's work be disapproved and rejected while it is in progress if, on the basis of such observations, ENGINEER believes that such work will not produce a completed Project that conforms generally to the Contract Documents or that it will prejudice the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents. Page 12 of 30 Page 740 of 865 Attachment D to I.M. 3.310 May 30, 2025 6. Clarifications and Interpretations; Field Orders — Issue necessary clarifications and interpretations of the Contract Documents as appropriate to the orderly completion of Contractor's work. Such clarifications and interpretations will be consistent with the intent of and reasonably inferable from the Contract Documents. ENGINEER may issue Field Orders authorizing minor variations from the requirements of the Contract Documents. 7 Change Orders and Work Change Directives — Recommend Change Orders and Work Change Directives to OWNER, as appropriate, and prepare Change Orders and Work Change Directives as required. 8. Shop Drawings and Samples — Review and approve or take other appropriate action in respect to Shop Drawings and Samples and other data which Contractor is required to submit, but only for conformance with the information given in the Contract Documents and compatibility with the design concept of the completed Project as a functioning whole as indicated in the Contract Documents. Such reviews and approvals or other action will not extend to means, methods, techniques, sequences or procedures of construction or to safety precautions and programs incident thereto. ENGINEER has an obligation to meet any Contractor's submittal schedule that has earlier been acceptable to ENGINEER. 9. Substitutes and "or -equal." — Evaluate and determine the acceptability of substitute or "or - equal" materials and equipment proposed by Contractor. 10. Inspections and Tests — Require such special inspections or tests of Contractor's work as deemed reasonably necessary, and receive and review all certificates of inspections, tests, and approvals required by Laws and Regulations or the Contract Documents. ENGINEER's review of such certificates will be for the purpose of determining that the results certified indicate compliance with the Contract Documents and will not constitute an independent evaluation that the content or procedures of such inspections, tests, or approvals comply with the requirements of the Contract Documents. ENGINEER shall be entitled to rely on the results of such tests. 11. Disagreements between OWNER and Contractor — Render formal written decisions on all claims of OWNER and Contractor relating to the acceptability of Contractor's work or the interpretation of the requirements of the Contract Documents pertaining to the execution and progress of Contractor's work. In rendering such decisions, ENGINEER shall be fair and not show partiality to OWNER or Contractor and shall not be liable in connection with any decision rendered in good faith in such capacity. 12. Applications for Payment — Based on ENGINEER's observations as an experienced and qualified design professional and on review of Applications for Payment and accompanying supporting documentation: a. Determine the amounts that ENGINEER recommends Contractor be paid. Such recommendations of payment will be in writing and will constitute ENGINEER's representation to OWNER, based on such observations and review, that, to the best of ENGINEER's knowledge, information and belief, Contractor's work has progressed to the point indicated, the quality of such work is generally in accordance with the Contract Documents (subject to an evaluation of the Work as a functioning whole prior to or upon Substantial Completion, to the results of any subsequent tests called for in the Contract Documents and to any other qualifications stated in the recommendation), and the conditions precedent to Contractor's being entitled to such payment appear to have been fulfilled in so far as it is ENGINEER's responsibility to observe Contractor's work. In the case of unit price work, ENGINEER's recommendations of payment will include final determinations of quantities and classifications of Contractor's work (subject to any subsequent adjustments allowed by the Contract Documents). b. By recommending any payment, ENGINEER shall not thereby be deemed to have represented that observations made by ENGINEER to check the quality or quantity Page 13 of 30 Page 741 of 865 Attachment D to I.M. 3.310 May 30, 2025 of Contractor's work as it is performed and furnished have been exhaustive, extended to every aspect of Contractor's work in progress, or involved detailed inspections of the Work beyond the responsibilities specifically assigned to ENGINEER in this Agreement and the Contract Documents. Neither ENGINEER's review of Contractor's work for the purposes of recommending payments nor ENGINEER's recommendation of any payment including final payment will impose on ENGINEER responsibility to supervise, direct, or control Contractor's work in progress or for the means, methods, techniques, sequences, or procedures of construction or safety precautions or programs incident thereto, or Contractor's compliance with Laws and Regulations applicable to Contractor's furnishing and performing the Work. It will also not impose responsibility on ENGINEER to make any examination to ascertain how or for what purposes Contractor has used the moneys paid on account of the Contract Price, or to determine that title to any portion of the work in progress, materials, or equipment has passed to OWNER free and clear of any liens, claims, security interests, or encumbrances, or that there may not be other matters at issue between OWNER and Contractor that might affect the amount that should be paid. 13. Contractor's Completion Documents. a. Receive and review maintenance and operating instructions, schedules, and guarantees. b. Receive bonds, certificates, or other evidence of insurance not previously submitted and required by the Contract Documents, certificates of inspection, tests and approvals, Shop Drawings, Samples and other data approved, and the annotated record documents which are to be assembled by Contractor in accordance with the Contract Documents to obtain final payment. c. ENGINEER shall transmit these documents to OWNER. 14. Substantial Completion — Promptly after notice from Contractor that Contractor considers the entire Work ready for its intended use, in company with OWNER and Contractor, conduct an inspection to determine if the Work is Substantially Complete. If after considering any objections of OWNER, ENGINEER considers the Work Substantially Complete, ENGINEER shall deliver a certificate of Substantial Completion to OWNER and Contractor. 15. Additional Tasks. Perform or provide the following additional Construction Phase tasks or deliverables: a. Attend weekly (or bi-monthly, if appropriate) progress meetings with Contractor and prepare and circulate copies of minutes. b. Reviewing the field testing documentation (attenuation, continuity, OTDR testing, etc.) required to be provided by the Contractor, per the Special Provisions; and performing random "re -testing" of the required field tests to be performed by the Contractor (roughly 5% of those tests) to double-check / verify the Contractor's test results. c. Prepare and furnish to OWNER Record Drawings showing appropriate record information based on Project annotated record documents received from Contractor. d. Provide one reproducible and correctable printed copy of as -built record drawings and electronic disk in AutoCAD format of the as -built record drawings. e. Assemble necessary documentation for and assist Iowa Department of Transportation with post -construction final Project review and materials audit. Submit necessary documents for final Project review, materials audit, and Project Page 14 of 30 Page 742 of 865 Attachment D to I.M. 3.310 May 30, 2025 close-out to applicable regulatory agencies upon completion of construction. 16. Final Notice of Acceptability of the Work — Conduct a final inspection to determine if the completed Work of Contractor is acceptable so that ENGINEER may recommend, in writing, final payment to Contractor. Accompanying the recommendation for final payment, ENGINEER shall also provide a notice that the Work is acceptable to the best of ENGINEER's knowledge, information, and belief and based on the extent of the services provided by ENGINEER under this Agreement. B. Duration of Construction Phase — The Construction Phase will commence with the execution of the first Construction Agreement for the Project or any part thereof and will terminate upon written recommendation by ENGINEER for final payment to Contractors. If the Project involves more than one prime contract, Construction Phase services may be rendered at different times in respect to the separate contracts. C. Limitation of ENGINEER's Authority and Responsibilities — Neither ENGINEER's authority or responsibility under this Agreement or under any other provision of the Contract Documents nor any decision made by ENGINEER in good faith either to exercise or not exercise such authority or responsibility or the undertaking, exercise, or performance of any authority or responsibility by ENGINEER shall create, impose, or give rise to any duty in contract, tort, or otherwise owed by ENGINEER to CONTRACTOR, any Subcontractor, any Supplier, any other individual or entity, or to any surety for or employee or agent of any of them. ENGINEER shall not be responsible for the acts or omissions of any Contractor, or of any of their subcontractors, suppliers, or of any other individual or entity performing or furnishing any of the Work. ENGINEER shall not be responsible for failure of any Contractor to perform or furnish the Work in accordance with the Contract Documents. The limitations upon authority and responsibility set forth above shall also apply to ENGINEER's Consultants, Resident Project Representative, and assistants. III. Deliverables A. ENGINEER Deliverables 1. Minutes of project review meetings to meeting attendees. 2. Monthly progress reports (submitted with project invoices) to OWNER. 3. The deliverables indicated in Exhibit J to OWNER and/or Iowa DOT, as appropriate. V. Owner's Responsibilities MATERIAL AND INFORMATION TO BE PROVIDED BY THE OWNER: The OWNER shall provide the following material and information related to the project: A. PDF files of GIS data (or photocopies) of sewer utility records, water utility records, storm sewer utility records, traffic signal records, miscellaneous utility records (as available), and record drawings for adjacent improvements, if needed. B. Site plans for adjacent properties, if needed. C. Permit applications that are only available from the OWNER that are necessary to commence with the construction of the proposed improvements. TASKS TO BE PERFORMED BY THE OWNER: The OWNER shall perform the following tasks related to the project: A. Attend pre -construction conference, construction progress and other job -related meetings, and Substantial Completion and final payment inspections. B. Prepare and submit monthly and final claims for reimbursement to Iowa Department of Transportation. Page 15 of 30 Page 743 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT B Specifications Iowa Department of Transportation Standard Specifications for Highway and Bridge Construction, Series 2023, plus General Supplemental Specifications; and applicable Supplemental Specifications, Developmental Specifications, and Special Provisions; and the Owner's Communications Master Plan. Page 16 of 30 Page 744 of 865 ATTACHMENT C (referenced from 3.1) Specific Rate of Compensation 3.1.1 FEES AND PAYMENTS Attachment D to I.M. 3.310 May 30, 2025 3.1.1.1 Fees. For full and complete compensation for all work, materials, and services furnished under the terms of this Agreement, the Consultant shall be paid fees not to exceed the maximum amount payable under this Agreement of $ 40,820.80. The maximum amount payable will not be changed unless there is a substantial change in the magnitude, scope, character, or complexity of the services from those covered in this Agreement. Any change in the maximum amount payable will be by Supplemental Agreement. A contingency amount of $ 4,082 has been established for this Agreement and is included in the maximum amount payable. Written request by the Consultant indicating the need and written approval by the Contract Administrator and concurrence from the Iowa DOT are needed prior to usage of the contingency amount. The current schedule of billing rates (direct labor rate, overhead, and fixed fee) are set forth in Attachment C-1. The Consultant may submit for approval a revised rate schedule once during the contract period. This revision may include a revised overhead rate and revised direct labor rates. The revised rate schedule should be submitted to the Contract Administrator for approval and by the Contract Administrator's written approval it shall become a part of this Agreement. 3.1.1.2 Reimbursable Costs. The Consultant shall be reimbursed for direct non -salary costs which are directly attributable and properly allocable to the work. The Consultant will be required to submit a detailed listing of direct non -salary costs incurred and certify that such costs are not included in the overhead expense pool. These costs may include travel and subsistence, reproductions, computer charges, and materials and supplies. Reimbursement of costs is limited to those that are attributable to the specific work covered by this Agreement and allowable under the provisions of the Code of Federal Regulations (CFR), Title 48, Federal Acquisition Regulation System, Subchapter E., Part 30 (when applicable), and Part 31, Section 31.105 and Subpart 31.2. In addition to Title 48 requirements, for meals to be eligible for reimbursement, an overnight stay will be required. 3.1.1.3 Premium Overtime Pay. Not applicable. 3.1.1.4 Payments. Monthly payments for work completed shall be based on the services completed at the time of the billing and substantiated by monthly progress reports in a form that follows the specific rate schedule. The Contract Administrator will check such progress reports and payment will be made for the hours completed at each rate and for direct non -salary costs incurred during said month. The Owner shall retain from each monthly payment for construction inspection or construction administration services 3% of the amount due. Invoices shall clearly identify the beginning and ending dates of the prime's and subconsultant's billing cycles. All direct and indirect costs incurred during the billing cycle shall be invoiced. Costs incurred from prior billing cycles and previously not billed, will not be allowed for reimbursement unless approved by the Contract Administrator. Upon completion, delivery and acceptance of all work contemplated under this Agreement, the Consultant shall submit one complete invoice statement of costs incurred and amounts earned. Payment of 100% of the total cost claimed, inclusive of retainage, if applicable, will be made upon receipt and review of such claim. The Consultant agrees to reimburse the Owner for possible overpayment determined by final audit. Page 17 of 30 Page 745 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT C-1 Cost Analysis Worksheet Contract xxxxx, Base Agreement Project Number: STP-A-8155(784)-86-07 Task CE III CE IV CE MGR Total $139.70/hour $173.80/hour $182.40/hour Project Manager/Clerical 0 13 6.5 19.5 Process Pay Requests 8 1 0 9 Inspection 120 20 0 140 Prepare Change Orders 4 1 0 5 Document Materials 4 1 0 5 Monthly Progress Reports 8 1 0 9 Project Close-out/Audit 60 8 0 68 As -Built and Fiber Verifications 20 3 0 23 Total Hours 224 48 6.5 278.5 Total Cost $31,292.80 $8,342.40 $1,185.60 $40,820.80 CLASSIFICATION OF EMPLOYEE Hourly Rate Engineering Manager Civil Engineer IV Civil Engineer III Civil Engineering Intern II Civil Engineering Intern I Prof. Land Surveyor Manager Prof. Land Surveyor IV Prof. Land Surveyor III Technician II Technician I Expenses and MaterialsAt Cost $182.40 $173.80 $139.70 to $146.10 $125.00 $115.00 $165.00 $155.00 $140.00 $105.00 $80.00 Page 18 of 30 Page 746 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT D CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS -- PRIMARY COVERED TRANSACTIONS Instructions for Certification 1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. 4. The prospective primary participant shall provide immediate written notice to the department or agency to whom this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person" "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings set out in the definitions and coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations. 6. The prospective primary participant agrees by submitting this proposal that should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. 7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transaction," provided by the department or agency entering into this covered transaction, without modification in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. Page 19 of 30 Page 747 of 865 Attachment D to I.M. 3.310 May 30, 2025 Certification Regarding Debarment, Suspension, and Other Responsibility Matters - Primary Covered Transactions (1) The prospective primary participant certifies to the best of its knowledge and belief, that it and its principals: (a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State Antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) Have not within a three-year period preceding this application /proposal had one or more public transactions (Federal, State or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. State of Iowa Black Hawk County County I Jordan K. Primus, PE, Cedar Rapids Office General Manager of the Willett, Hofmann and Associates, Inc., being duly sworn (or under penalty of perjury under the laws of the United States and the State of Iowa) do hereby certify that the above Statements are true and correct. (Signature) Subscribed and sworn to this day of (month) (year) Page 20 of 30 Page 748 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT E CERTIFICATION OF CONSULTANT I hereby certify that I, Jordan K. Primus, PE, am the General Manager of the Cedar Rapids Office and duly authorized representative of the firm of Willett, Hofmann and Associates, Inc., whose address is 625 32nd Avenue SW, Cedar Rapids, Iowa 52404, and that neither the above firm nor I has: (a) Employed or retained for a commission, percentage, brokerage, contingent fee, or other consideration, any firm or person (other than a bona fide employee working solely for me or the above Consultant) to solicit or secure this contract, (b) Agreed, as an express or implied condition for obtaining this contract, to employ or retain the services of any firm or person in connection with carrying out the contract, or (c) Paid, or agreed to pay, to any firm, organization or person (other than a bona fide employee working solely for me or the above Consultant) any fee, contribution, donation or consideration of any kind for, or in connection with, procuring or carrying out the contract; except as here expressly stated (if any): I acknowledge that this certificate is to be furnished to the Iowa Department of Transportation and the Federal Highway Administration, U.S. Department of Transportation, in connection with this contract involving participation of Federal -aid highway funds, and is subject to applicable, State and Federal laws, both criminal and civil. Signature Date Page 21 of 30 Page 749 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT F CERTIFICATION OF OWNER I hereby certify that I, Quentin M. Hart, am the Mayor and the duly authorized representative of the Owner, and that the above consulting firm or his representative has not been required, directly or indirectly as an express or implied condition in connection with obtaining or carrying out this contract to: (a) Employ or retain, or agree to employ or retain, any firm or person, or (b) Pay, or agree to pay, to any firm, person, or organization, any fee, contribution, donation, or consideration of any kind; except as here expressly stated (if any): I acknowledge that this certificate is to be furnished to the to the Iowa Department of Transportation and the Federal Highway Administration, U.S. Department of Transportation, in connection with this contract involving participation of Federal -aid highway funds, and is subject to applicable State and Federal laws, both criminal and civil. Signature Date Page 22 of 30 Page 750 of 865 Consultant Name Consultant Address Consultant Address Invoice No. Invoice Period Covered Consultant Job No. ATTACHMENT G Page 6 Specific Rate Progressive Invoice Date Client Project No. County Client Project Description Client Contract No. Attachment D to I.M. 3.310 May 30, 2025 Contract Cumulative Current Estimate To Date Period Labor Dollars Direct Expenses Mileage Per Diem CADD Estimated Actual Costs [Prime Only] (See Note 1) Subconsultants (including authorized contingency) Name Name Name Total Authorized Contingency Total Authorized Amount Total Billed To Date Remaining Authorized Balance Unauthorized Contingency Prime Subconsultant Name Subconsultant Name Labor Hours Note 1: Do not include Subconsultant Expenses. Include Labor Dollars and Direct Expenses for Prime Consultant only. Page 23 of 30 Page 751 of 865 Consultant Name Consultant Address Consultant Address Invoice No. Invoice Period Covered Consultant Job No. ATTACHMENT G Page 7 Specific Rate Final Invoice Date Client Project No. County Client Project Description Client Contract No. Attachment D to I.M. 3.310 May 30, 2025 Contract Cumulative Current Estimate To Date Period Labor Dollars (2002) Labor Dollars (2001) Labor Dollars (2000) Labor Dollars (1999) Direct Expenses Mileage Per Diem CADD Estimated Actual Costs [Prime Only] (See Note 1) Subconsultants (including authorized contingency) Name Name Name Total Authorized Contingency Total Authorized Amount Total Billed To Date Remaining Authorized Balance Unauthorized Contingency Prime Subconsultant Name Subconsultant Name Labor Hours (2002) Labor Hours (2001) Labor Hours (2000) Labor Hours (1999) Note 1: Do not include Subconsultant Expenses. Include Labor Dollars and Direct Expenses for Prime Consultant only Page 24 of 30 Page 752 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT G Page 8 Specific Rate Final Invoice Instructions Employee Labor Hours and Dollars: A final cumulative job cost report that shows a breakdown of labor by fiscal year, employee name, employee labor hours and employee labor rate is required. In lieu of a final job cost report, a summary of the aforementioned information is needed. The summary should be supported by monthly job cost detail. Direct Expenses: A final cumulative job cost report that shows a breakdown of direct expenses by specific item (mileage, CADD, per diem, etc....) by fiscal year is required. Direct expense items charged should identify the number of units (miles, hours, prints, copies, feet, etc....) and the rate applied by fiscal year. In lieu of a final job cost report, a summary of the aforementioned information is needed. The summary should be supported by monthly job cost detail. • Subconsultant: Final invoice requirements for subconsultants with specific rate contracts are the same as the requirements for the prime consultant. It is the prime consultant's responsibility to assure such an invoice is acquired and attached to the prime's final invoice. Page 25 of 30 Page 753 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT H Consultant Fee Proposal Task CE III CE IV CE MGR Total $139.70/hour $173.80/hour $182.40/hour Project Manager/Clerical 0 13 6.5 19.5 Process Pay Requests 8 1 0 9 Inspection 120 20 0 140 Prepare Change Orders 4 1 0 5 Document Materials 4 1 0 5 Monthly Progress Reports 8 1 0 9 Project Close-out/Audit 60 8 0 68 As -Built and Fiber Verifications 20 3 0 23 Total Hours 224 48 6.5 278.5 Total Cost $31,292.80 $8,342.40 $1,185.60 $40,820.80 Page 26 of 30 Page 754 of 865 Attachment D to I.M. 3.310 May 30, 2025 ATTACHMENT J DUTIES, RESPONSIBILITIES, AND LIMITATIONS OF AUTHORITY OF RESIDENT PROJECT REPRESENTATIVE Resident Project Representative A. CONSULTANT shall provide a Resident Project Representative ("RPR"), assistants, and other field staff to assist CONSULTANT in observing progress and quality of the Work. The RPR, assistants, and other field staff under this Exhibit J may provide full time representation or may provide representation to a lesser degree. B. Through such additional observations of Contractor's work in progress and field checks of materials and equipment by the RPR and assistants, CONSULTANT shall endeavor to provide further protection for OWNER against defects and deficiencies in the Work. However, CONSULTANT shall not, during such visits or as a result of such observations of Contractor's work in progress, supervise, direct, or have control over the Contractor's Work nor shall CONSULTANT have authority over or responsibility for the means, methods, techniques, sequences, or procedures selected by Contractor, for safety precautions and programs incident to the Contractor's work in progress, for any failure of Contractor to comply with Laws and Regulations applicable to Contractor's performing and furnishing the Work, or responsibility of construction for Contractor's failure to furnish and perform the Work in accordance with the Contract Documents. In addition, the specific limitations set forth in Attachment A of the Agreement are applicable. C. The duties and responsibilities of the RPR are limited to those of CONSULTANT in the Agreement with the OWNER and in the Contract Documents, and are further limited and described as follows: 1. General: RPR is CONSULTANT's agent at the Site, will act as directed by and under the supervision of CONSULTANT, and will confer with CONSULTANT regarding RPR's actions. RPR's dealings in matters pertaining to the Contractor's work in progress shall in general be with CONSULTANT and Contractor, keeping OWNER advised as necessary. RPR's dealings with subcontractors shall only be through or with the full knowledge and approval of Contractor. RPR shall generally communicate with OWNER with the knowledge of and under the direction of CONSULTANT. 2. Schedules: Review the progress schedule, schedule of Shop Drawing and Sample submittals, and schedule of values prepared by Contractor and consult with CONSULTANT concerning acceptability. 3. Conferences and Meetings: Attend meetings with Contractor, such as preconstruction conferences, progress meetings, job conferences and other project -related meetings, and prepare and circulate copies of minutes thereof. 4. Liaison: a. Serve as CONSULTANT's liaison with Contractor, working principally through Contractor's superintendent and assist in understanding the intent of the Contract Documents. b. Assist CONSULTANT in serving as OWNER's liaison with Contractor when Contractor's operations affect OWNER's on -Site operations. c. Assist in obtaining from OWNER additional details or information, when required for proper execution of the Work. 5. Interpretation of Contract Documents: Report to CONSULTANT when clarifications and interpretations of the Contract Documents are needed and transmit to Contractor clarifications and interpretations as issued by CONSULTANT. 6. Shop Drawings and Samples: a. Record date of receipt of Samples and approved Shop Drawings. b. Receive Samples which are furnished at the Site by Contractor, and notify Page 27 of 30 Page 755 of 865 Attachment D to I.M. 3.310 May 30, 2025 CONSULTANT of availability of Samples for examination. c. Advise CONSULTANT and Contractor of the commencement of any portion of the Work requiring a Shop Drawing or Sample submittal for which RPR believes that the submittal has not been approved by CONSULTANT. 7. Modifications: Consider and evaluate Contractor's suggestions for modifications in Drawings or Specifications and report with RPR's recommendations to CONSULTANT. Transmit to Contractor in writing decisions as issued by CONSULTANT. 8. Review of Work and Rejection of Defective Work: a. Conduct on -Site observations of Contractor's work in progress to assist CONSULTANT in determining if the Work is in general proceeding in accordance with the Contract Documents. b. Report to CONSULTANT whenever RPR believes that any part of Contractor's work in progress will not produce a completed Project that conforms generally to the Contract Documents or will prejudice the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents, or has been damaged, or does not meet the requirements of any inspection, test or approval required to be made; and advise CONSULTANT of that part of work in progress that RPR believes should be corrected or rejected or should be uncovered for observation, or requires special testing, inspection or approval. 9. Inspections, Tests, and System Startups: a. Consult with CONSULTANT in advance of scheduled major inspections, tests, and systems startups of important phases of the Work. b. Verify that tests, equipment, and systems start-ups and operating and maintenance training are conducted in the presence of appropriate OWNER's personnel, and that Contractor maintains adequate records thereof. c. Observe, record, and report to CONSULTANT appropriate details relative to the test procedures and systems startups. d. Accompany visiting inspectors representing public or other agencies having jurisdiction over the Project, record the results of these inspections, and report to CONSULTANT. 10. Records: a. Maintain at the Site orderly files for correspondence, reports of job conferences, reproductions of original Contract Documents including all Change Orders, Field Orders, Work Change Directives, Addenda, additional Drawings issued subsequent to the execution of the Contract, CONSULTANT's clarifications and interpretations of the Contract Documents, progress reports, Shop Drawing and Sample submittals received from and delivered to Contractor, and other Project related documents. b. Prepare a daily report or keep a diary or log book, recording Contractor's hours on the Site, weather conditions, data relative to questions of Change Orders, Field Orders, Work Change Directives, or changed conditions, Site visitors, daily activities, decisions, observations in general, and specific observations in more detail as in the case of observing test procedures; and send copies to CONSULTANT. c. Record names, addresses and telephone numbers of all Contractors, subcontractors, and major suppliers of materials and equipment. d. Maintain records for use in preparing Project documentation. e. Upon completion of the Work, furnish original set of all RPR Project documentation to CONSULTANT. Page 28 of 30 Page 756 of 865 Attachment D to I.M. 3.310 May 30, 2025 11. Reports: a. Furnish to CONSULTANT periodic reports as required of progress of the Work and of Contractor's compliance with the progress schedule and schedule of Shop Drawing and Sample submittals. b. Draft and recommend to CONSULTANT proposed Change Orders, Work Change Directives, and Field Orders. Obtain backup material from Contractor. c. Furnish to CONSULTANT and OWNER copies of all inspection, test, and system startup reports. d. Report immediately to CONSULTANT the occurrence of any Site accidents, any Hazardous Environmental Conditions, emergencies, or acts of God endangering the Work, and property damaged by fire or other causes. 12. Payment Requests: Review Applications for Payment with Contractor for compliance with the established procedure for their submission and forward with recommendations to CONSULTANT, noting particularly the relationship of the payment requested to the schedule of values, Work completed, and materials and equipment delivered at the Site but not incorporated in the Work. 13. Certificates, Operation and Maintenance Manuals: During the course of the Work, verify that materials and equipment certificates, operation and maintenance manuals and other data required by the Specifications to be assembled and furnished by Contractor are applicable to the items actually installed and in accordance with the Contract Documents, and have these documents delivered to CONSULTANT for review and forwarding to OWNER prior to payment for that part of the Work. 14. Completion: a. Before CONSULTANT issues a Certificate of Substantial Completion, submit to Contractor a list of observed items requiring completion or correction. b. Observe whether Contractor has arranged for inspections required by Laws and Regulations, including but not limited to those to be performed by public agencies having jurisdiction over the Work. c. Participate in a final inspection in the company of CONSULTANT, OWNER, and Contractor and prepare a final list of items to be completed or corrected. d. Observe whether all items on final list have been completed or corrected and make recommendations to CONSULTANT concerning acceptance and issuance of the Notice of Acceptability of the Work. D. Resident Project Representative shall not: 1. Authorize any deviation from the Contract Documents or substitution of materials or equipment (including "or -equal" items). 2. Exceed limitations of CONSULTANT's authority as set forth in the Agreement or the Contract Documents. 3. Undertake any of the responsibilities of Contractor, subcontractors, suppliers, or Contractor's superintendent. 4. Advise on, issue directions relative to or assume control over any aspect of the means, methods, techniques, sequences or procedures of Contractor's work unless such advice or directions are specifically required by the Contract Documents. 5. Advise on, issue directions regarding, or assume control over safety precautions and programs in connection with the activities or operations of OWNER or Contractor. Page 29 of 30 Page 757 of 865 Attachment D to I.M. 3.310 May 30, 2025 6. Participate in specialized field or laboratory tests or inspections conducted off -site by others except as specifically authorized by CONSULTANT. 7. Accept Shop Drawing or Sample submittals from anyone other than Contractor. 8. Authorize OWNER to occupy the Project in whole or in part. Page 30 of 30 Page 758 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Randy Bennett, Public Works Division Manager Traffic Operations Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving a Professional Services Agreement with WHA Inc., of Cedar Rapids, Iowa, in the amount of $44,902.80, in conjunction with the Broadway Street CMAQ Traffic Signals, Fiber Optic Installation, Broadway Street, US 63 north 4.2 miles to US Hwy. 218, and authorizing the Mayor to execute said document. RECOMMENDED COUNCIL ACTION Approving a Professional Services Agreement with WHA Inc. for construction engineering services. SUMMARY STATEMENT AND BACKGROUND INFORMATION WHA Inc. will provide construction engineering services. They will oversee the project and supply reports to the Traffic Operations Director. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES Grant funds and operating budget. ALTERNATIVE ACTION LEGAL DESCRIPTION Page 759 of 865 ATTACHMENTS 1. Broadway Street CE Agreement_8-20-25 Page 760 of 865 Attachment D to I.M. 3.310 August 18, 2025 Contract No. 1710C25 Owner Project No. [XXXXX] Iowa DOT Project No. STP-A-8155(785)-86-07 Standard Consultant Contract For Local Public Agency Consultant Contracts with Federal -aid Participation This AGREEMENT, made as of the date of the last party's signature below, is by and BETWEEN City of Waterloo, Iowa, the Owner, located at: City of Waterloo, Iowa City Hall 715 Mulberry Street Waterloo, IA 50703 Phone: (319) 291-4440 and Willett, Hofmann and Associates, Inc., the Consultant, located at: 625 32nd Avenue SW Cedar Rapids, IA 52404 Phone: (319) 378-1401 FAX: (319) 378-1975 For the following Project: Construction Phase Services for the Traffic Adaptive Signals and Fiber Optic Communications Upgrade, also known as: Broadway Street CMAQ Traffic Signals, Fiber Optic Installation, Broadway Street, US 63 north 4.2 miles to US 218. The Owner has decided to proceed with the Project, subject to the concurrence and approval of the Iowa Department of Transportation (Iowa DOT), and the Federal Highway Administration (FHWA), U.S. Department of Transportation (when applicable). The Owner desires to employ the Consultant to provide construction observation and construction administration services to assist with the development and completion of the Project. The Consultant is willing to perform these services in accordance with the terms of this Agreement. Page 1 of 30 Page 761 of 865 Attachment D to I.M. 3.310 August 18, 2025 TABLE OF CONTENTS Article Number And Description 1 Initial Information 1.1 Project Parameters 1.2 Financial Parameters 1.3 Project Team 1.4 Time Parameters 1.5 Minimum Qualification Standards 2 Entire Agreement, Required Guidance and Applicable Law 2.1 Entire Agreement of the Parties 2.2 Required Guidance 2.3 Applicable Law 3 Form of Compensation 3.1 Method of Reimbursement for the Consultant 3.2 Subconsultant's Responsibilities for Reimbursement 4 Terms and Conditions 4.1 Ownership of Engineering Documents 4.2 Subconsultant Contract Provisions and Flow Down 4.3 Consultant's Endorsement on Plans 4.4 Progress Meetings 4.5 Additional Documents 4.6 Revision of Work Product 4.7 Extra Work 4.8 Extension of Time 4.9 Responsibility for Claims and Liability 4.10 Current and Former Agency Employees (Conflicts of Interest) 4.11 Suspension of Work 4.12 Termination of Agreement 4.13 Right to Set-off 4.14 Assignment or Transfer 4.15 Access to Records 4.16 Iowa DOT and FHWA Participation 4.17 Nondiscrimination Requirements 4.18 Compliance with Title 49, Code of Federal Regulations, Part 26 4.19 Severability Attachment A - Scope of Services Attachment B - Specifications Attachment C - Fees and Payments Attachment C-1 — Cost Analysis Worksheet Attachment D - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Attachment E - Certification of Consultant Attachment F - Certification of Owner Attachment G - Sample Invoice Form Attachment H - Consultant Fee Proposal Attachment J - Duties, Responsibilities, and Limitations of Authority of Resident Project Representative Page 2 of 30 Page 762 of 865 ARTICLE 1 INITIAL INFORMATION This Agreement is based on the following information and assumptions. 1.1 Attachment D to I.M. 3.310 August 18, 2025 Project Parameters The objective or use is: Perform construction -related services (construction administration, construction observation, and testing) in connection with the construction of the proposed improvements indicated in the final plans, specifications, and estimates. 1.2 Financial Parameters 1.2.1 Amount of the Owner's budget for the Consultant's compensation is: $44,902.80 1.2.2 Amount of the Consultant's budget for the subconsultants' compensation is: $0.00 1.3 Project Team 1.3.1 The Owner's Designated Representative, identified as the Contract Administrator is: Safiah Elahi, Traffic Operations Director The Contract Administrator is the authorized representative, acting as liaison officer for the Owner for purpose of coordinating and administering the work under the Agreement. The work under this Agreement shall at all times be subject to the general supervision and direction of the Contract Administrator and shall be subject to the Contract Administrator's approval. 1.3.2 The Consultant's Designated Representative is: Jordan Primus, Cedar Rapids General Manager 1.3.3 The subconsultants retained at the Consultant's expense are identified in the following table: Subconsultant None 1.4 Time Parameters Amount Authorized Maximum Amount Payable Method of Payment 1.4.1 The Consultant shall begin work under this Agreement upon receipt of a written notice to proceed from the Owner. 1.4.2 Milestones for completion of the work under this Agreement as follows: Construction -related services shall be completed and accepted on or before July 31, 2026 or ninety (90) calendar days after the Project Contractor has submitted all required documentation to the Consultant (whichever is greater). The schedule is based on the Project Contractor starting Project construction no later than May 1, 2026 and utilizing a maximum of ninety (90) working days to substantially complete Project construction. 1.5 Minimum Qualification Standards (MQS) 1.5.1 The Consultant and their subconsultants are required to meet the Minimum Qualifications Standards (MQS) requirements of specified work categories as defined in the Iowa DOT's Policy and Procedure Manual (PPM), Policy No. 300.04, at the time of contract execution, and for the duration of the contract. Work under this contract will require the consultant team to meet the requirements of Work Category Traffic Operations Design, Traffic Operations Studies, Intelligent Transportation Systems. Failure to meet the requirements during the contract will result in cancellation of any remaining portion of the contract. 1.5.2 All services within this agreement shall be performed by the Consultant or subconsultant who Page 3 of 31 Page 763 of 865 Attachment D to I.M. 3.310 August 18, 2025 meets the MQS of the specified work categories as defined Iowa DOT PPM 300.04. If no work category exists for a particular service, normal methods of acceptance shall be used, such as experience, typical licensure, certification or registration, or seals of approval by others. ARTICLE 2 ENTIRE AGREEMENT, REQUIRED GUIDANCE, AND APPLICABLE LAW 2.1 Entire Agreement of the Parties. This Agreement, including its attachments, represents the entire and integrated agreement between the Owner and the Consultant and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both Owner and Consultant. This Agreement comprises the documents listed as attachments in the Table of Contents. The work to be performed by the Consultant under this Agreement shall encompass and include all detail work, services, materials, equipment and supplies necessary to prepare and deliver the scope of services provided in Attachment A. 2.2 Required Guidance. All services shall be in conformity with the Specifications outlined in Attachment B, the Iowa Department of Transportation Federal -aid Project Development Guide, Instructional Memorandums to Local Public Agencies (I.M.$), and other standards, guides or policies referenced therein. In addition, applicable sections of the U.S. Department of Transportation Federal Aid Policy Guide (FAPG) shall be used as a guide in preparation of plans, specifications and estimates. 2.3 Applicable Law. The laws of the State of Iowa shall govern and determine all matters arising out of or in connection with this Agreement without regard to the choice of law provisions of Iowa law. In the event any proceeding of a quasi-judicial or judicial nature is commenced in connection with this Agreement, the exclusive jurisdiction for the proceeding shall be brought in the Black Hawk County District Court of Iowa, Waterloo, Iowa. This provision shall not be construed as waiving any immunity to suit or liability including without limitation sovereign immunity in State or Federal court, which may be available to the Owner. The Consultant shall comply with all Federal, State and local laws and ordinances applicable to the work performed under this Agreement. ARTICLE 3 FORM OF COMPENSATION 3.1 Method of Reimbursement for the Consultant. 3.1.1 Compensation for the Consultant shall be computed in accordance with one of the following compensation methods, as defined in Attachment C: .2 [ ] Lump Sum - Attachment C . 3 [X] Specific Rate of Compensation - Attachment C .4 [ ] Unit Price - Attachment C . 5 [ ] Fixed Overhead Rate - Attachment C 3.1.2 When applicable, compensation for the subconsultant(s) shall be computed in accordance with one of the payment methods listed in section 3.1.1. Refer to section 1.3.3 for identification of the method of payment utilized in the subconsultant(s) contract. The compensation method utilized for each subconsultant shall be defined within the subconsultant contract to the Consultant. 3.2 Subconsultant's Responsibilities for Reimbursement. The Consultant shall require the subconsultants (if applicable) to notify them if they at any time determine that their costs will exceed their estimated actual costs. The Consultant shall not allow the subconsultants to exceed their estimated actual costs without prior written approval of the Contract Administrator. The prime Consultant is cautioned that cost under -runs associated with any subconsultant's contract are not available for use by the prime Consultant or other subconsultant unless the Contract Administrator, Iowa DOT, and FHWA (when applicable) have given prior written approval. Page 4 of 30 Page 764 of 865 Attachment D to I.M. 3.310 August 18, 2025 ARTICLE 4 TERMS AND CONDITIONS 4.1 Ownership of Engineering Documents 4.1.1 All sketches, tracings, plans, specifications, reports on special studies and other data prepared under this Agreement shall become the property of the Owner and shall be delivered to the Contract Administrator upon completion of the plans or termination of the services of the Consultant. There shall be no restriction or limitation on their future use by the Owner, except any use on extensions of the project or on any other project without written verification or adaptation by the Consultant for the specific purpose intended will be the Owner's sole risk and without liability or legal exposure to the Consultant. 4.1.2 The Owner acknowledges the Consultant's plans and specifications, including all documents on electronic media, as instruments of professional service. Nevertheless, the plans and specifications prepared under this Agreement shall become the property of the Owner upon completion of the services and payment in full of all moneys due to the Consultant. 4.1.3 The Owner and the Consultant agree that any electronic files prepared by either party shall conform to the specifications listed in Attachment B. Any change to these specifications by either the Owner or the Consultant is subject to review and acceptance by the other party. Additional efforts by the Consultant made necessary by a change to the CADD software specifications shall be compensated for as Additional Services. 4.1.4 The Owner is aware that significant differences may exist between the electronic files delivered and the respective construction documents due to addenda, change orders or other revisions. In the event of a conflict between the signed construction documents prepared by the Consultant and electronic files, the signed construction documents shall govern. 4.1.5 The Owner may reuse or make modifications to the plans and specifications, or electronic files while agreeing to take responsibility for any claims arising from any modification or unauthorized reuse of the plans and specifications. 4.2 Subconsultant Contract Provisions and Flow Down 4.2.1 All provisions of this Agreement between the Owner and Consultant shall also apply to all subconsultants hired by the Consultant to perform work pursuant to this Agreement. It is the Consultant's responsibility to ensure all contracts between Consultant and its subconsultants contain all provisions required of Consultant in this Agreement. The only recognized exception to this requirement is under provision 3.1.2 when the subconsultant has a different method of reimbursement than the Consultant. 4.2.2 The Consultant may not restrict communications between the Owner and any of the subconsultants. The Consultant will encourage open communication among the Owner, the Consultant and the subconsultants. 4.3 Consultant's Endorsement on Plans. The Consultant and its subconsultants shall endorse and certify the completed project deliverables prepared under this Agreement, and shall affix thereto the seal of a professional engineer or architect (as applicable), licensed to practice in the State of Iowa, in accordance with the current Code of Iowa and Iowa Administrative Code. 4.4 Progress Meetings. From time to time as the work progresses, conferences will be held at mutually convenient locations at the request of the Contract Administrator to discuss details of the design and progress of the work. The Consultant shall prepare and present such information and studies as may be pertinent and necessary or as may be requested by the Contract Administrator, to enable the Contract Administrator to pass judgment on the features and progress of the work. 4.5 Additional Documents. At the request of the Contract Administrator, the Consultant shall furnish sufficient documents, or other data, in such detail as may be required for the purpose of review. 4.6 Revision of Work Product Page 5 of 30 Page 765 of 865 Attachment D to I.M. 3.310 August 18, 2025 4.6.1 Drafts of work products shall be reviewed by the Consultant for quality control and then be submitted to the Contract Administrator by the Consultant for review and comment. The comments received from the Contract Administrator and the reviewing agencies shall be incorporated by the Consultant prior to submission of the final work product by the Consultant. Work products revised in accordance with review comments shall constitute "satisfactorily completed and accepted work." Requests for changes on work products by the Contract Administrator shall be in writing. In the event there are no comments from the Contract Administrator or reviewing agencies to be incorporated by the Consultant into the final work product, the Contract Administrator shall immediately notify the Consultant, in writing, that the work product shall constitute "satisfactorily completed and accepted work." 4.6.2 In the event that the work product prepared by the Consultant is found to be in error and revision or reworking of the work product is necessary, the Consultant agrees that it shall do such revisions without expense to the Owner, even though final payment may have been received. The Consultant must give immediate attention to these changes so there will be a minimum of delay to the project schedule. The above and foregoing is not to be construed as a limitation of the Owner's right to seek recovery of damages for negligence on the part of the Consultant herein. 4.6.3 Should the Contract Administrator find it desirable to have previously satisfactorily completed and accepted work product or parts thereof revised, the Consultant shall make such revisions if requested and directed by the Contract Administrator in writing. This work will be paid for as provided in Article 4.7. 4.7 Extra Work. If the Consultant is of the opinion that any work it has been directed to perform is beyond the scope of this Agreement, and constitutes "Extra Work," it shall promptly notify the Contract Administrator in writing to that effect. In the event that the Contract Administrator determines that such work does constitute "Extra Work", the Consultant shall promptly develop a scope and budget for the extra work and submit it to the Contract Administrator. The Owner will provide extra compensation to the Consultant upon the basis of actual costs plus a fixed fee amount, or at a negotiated lump sum. The Consultant shall not proceed with "Extra Work" without prior written approval from the Owner and concurrence from the Iowa DOT. Prior to receipt of a fully executed Supplemental Agreement and written Notice to Proceed, any cost incurred that exceeds individual task costs, or estimated actual cost, or the maximum amount payable is at the Consultant's risk. The Owner has the right, at its discretion, to disallow those costs. However, the Owner shall have benefit of the service rendered. 4.8 Extension of Time. The time for completion of each phase of this Agreement shall not be extended because of any delay attributed to the Consultant, but may be extended by the Contract Administrator in the event of a delay attributed to the Owner or the Contract Administrator, or because of unavoidable delays beyond the reasonable control of the Consultant. 4.9 Responsibility For Claims And Liability 4.9.1 The Consultant agrees to defend, indemnify, and hold the Owner, the State of Iowa, the Iowa DOT, their agents, employees, representatives, assigns and successors harmless for any and all liabilities, costs, demands, losses, claims, damages, expenses, or attorneys' fees, including any stipulated damages or penalties, which may be suffered by the Owner as the result of, arising out of, or related to, the negligence, negligent errors or omissions, gross negligence, willfully wrongful misconduct, or breach of any covenant or warranty in this Agreement of or by the Consultant or any of its employees, agents, directors, officers, subcontractors or subconsultants, in connection with this Agreement. 4.9.2 The Consultant shall obtain and keep in force insurance coverage for professional liability (errors and omissions) with a minimum limit of $1,000,000 per claim and in the aggregate, and all such other insurance required by law. Proof of Consultant's insurance for professional liability coverage and all such other insurance required by law will be provided to the Owner at the time the contract is executed and upon each insurance coverage renewal. 4.10 Current and Former Agency Employees (Conflicts of Interest) The Consultant shall not engage the services of any current employee of the Owner or the Iowa DOT unless it obtains the approval of the Owner or the Iowa DOT, as applicable, and it does not create a Page 6 of 30 Page 766 of 865 Attachment D to I.M. 3.310 August 18, 2025 conflict of interest under the provisions of Iowa Code section 68B.2A. The Consultant shall not engage the services of a former employee of the Owner or the Iowa DOT, as applicable, unless it conforms to the two-year ban outlined in Iowa Code section 68B.7. Similarly, the Consultant shall not engage the services of current or former FHWA employee without prior written consent of the FHWA, and the relationship meets the same requirements for State and local agency employees set forth in the above - referenced Iowa Code sections and the applicable Federal laws, regulations, and policies. 4.11 Suspension of Work under this Agreement 4.11.1 The right is reserved by the Owner to suspend the work being performed pursuant to this Agreement at any time. The Contract Administrator may effect such suspension by giving the Consultant written notice, and it will be effective as of the date established in the suspension notice. Payment for the Consultant's services will be made by the Owner to the date of such suspension, in accordance with the applicable provisions in Article 4.12.2 or Article 4.12.3 below. 4.11.2 Should the Owner wish to reinstate the work after notice of suspension, such reinstatement may be accomplished by thirty (30) days' written notice within a period of one year after such suspension, unless this period is extended by written consent of the Consultant. 4.11.3 In the event the Owner suspends the work being performed pursuant to this Agreement the Consultant with approval from the Contract Administrator, has the option, after 180 days to terminate the contract. 4.12 Termination of Agreement 4.12.1 The right is reserved by the Owner to terminate this Agreement at any time and for any reason upon not less than thirty (30) days written notice to the Consultant. 4.12.2 In the event the Agreement is terminated by the Owner without fault on the part of the Consultant, the Consultant shall be paid for the reasonable and necessary work performed or services rendered and delivered up to the effective date or time of termination. The value of the work performed and services rendered and delivered, and the amount to be paid shall be mutually satisfactory to the Contract Administrator and to the Consultant. The Consultant shall be paid a portion of the fixed fee, plus actual costs, as identified in Attachment C. Actual costs to be reimbursed shall be determined by audit of such costs to the date established by the Contract Administrator in the termination notice, except that actual costs to be reimbursed shall not exceed the Maximum Amount Payable. 4.12.3 In the event the Agreement is terminated by the Owner for fault on the part of the Consultant, the Consultant shall be paid only for work satisfactorily performed and delivered to the Contract Administrator up to the date established by the termination notice. After audit of the Consultant's actual costs to the date established by the Contract Administrator in the termination notice and after determination by the Contract Administrator of the amount of work satisfactorily performed, the Contract Administrator shall determine the amount to be paid to the Consultant. 4.12.4 This Agreement will be considered completed when the scope of the project has progressed sufficiently to make it clear that construction has been completed, and all required documentation has been filed with the Iowa DOT. The Project has been officially accepted by the Iowa DOT as complete, including the completion of any applicable audits. 4.13 Right to Set-off. In the event that the Consultant owes the Owner any sum under the terms of this Contract, the Owner may set off the sum owed to the Owner against any sum owed by the Owner to the Consultant under any other contract or matter in the Owner's sole discretion, unless otherwise required by law. The Consultant agrees that this provision constitutes proper and timely notice of the Owner's intent to utilize any right of set-off. 4.14 Assignment or Transfer. The Consultant is prohibited from assigning or transferring all or a part of its interest in this Agreement, unless written consent is obtained from the Contract Administrator and concurrence is received from the Iowa DOT and FHWA, if applicable. 4.15 Access to Records. The Consultant is to maintain all books, documents, papers, accounting records Page 7 of 30 Page 767 of 865 Attachment D to I.M. 3.310 August 18, 2025 and other evidence pertaining to this Agreement and to make such materials available at their respective offices at all reasonable times during the agreement period, and for three years from the date of final closure of the Federal -aid project with FHWA, for inspection and audit by the Owner, the Iowa DOT, the FHWA, or any authorized representatives of the Federal Government; and copies thereof shall be furnished, if requested. 4.16 Iowa DOT and FHWA Participation. The work under this Agreement is contingent upon and subject to the approval of the Iowa DOT and FHWA, when applicable. The Iowa DOT and FHWA shall have the right to participate in the conferences between the Consultant and the Owner, and to participate in the review or examination of the work in progress as well as any final deliverable. 4.17 Nondiscrimination Requirements. 4.17.1 During the performance of this Agreement, the Consultant agrees to comply with the regulations of the U.S. Department of Transportation, contained in Title 49, Code of Federal Regulations, Part 21, and the Code of Iowa, Chapter 216. The Consultant will not discriminate on the grounds of age, race, creed, color, sex, sexual orientation, national origin, religion, or disability in its employment practices, in the selection and retention of subconsultants, and in its procurement of materials and leases of equipment. 4.17.2 In all solicitations, either by competitive bidding or negotiation made by the Consultant for work to be performed under a subcontract, including procurement of materials or equipment, each potential subconsultant or supplier shall be notified by the Consultant of the Consultant's obligation under this contract and the regulations relative to nondiscrimination on the grounds of age, race, creed, color, sex, sexual orientation, national origin, religion, or disability. 4.17.3 In the event of the Consultant's noncompliance with the nondiscrimination provisions of this Agreement, the Owner shall impose such contract sanctions as it, the Iowa DOT, or the FHWA may determine to be appropriate, including, but not limited to withholding of payments to the Consultant under the Agreement until the Consultant complies, or the Agreement is otherwise suspended or terminated. 4.17.4 The Consultant shall comply with the following provisions of Appendix A of the U.S. DOT Standard Assurances: During the performance of this contract, the Consultant, for itself, its assignees and successors in interest (hereinafter referred to as the "Consultant') agrees as follows: 1. Compliance with Regulations: The Consultant shall comply with the Regulations relative to non- discrimination in Federally assisted programs of the Department of Transportation (hereinafter, "DOT') Title 49, Code of Federal Regulations, Part 21, as they may be amended from time to time, (hereinafter referred to as the Regulations), which are herein incorporated by reference and made a part of this contract. 2. Nondiscrimination: The Consultant, with regard to the work performed by it during the contract, shall not discriminate on the grounds of race, color, national origin, sex, age, or disability in the selection and retention of subconsultants, including procurement of materials and leases of equipment. The Consultant shall not participate either directly or indirectly in the discrimination prohibited by section 21.5 of the Regulations, including employment practices when the contract covers a program set forth in Appendix B of the Regulations. 3. Solicitations for Subcontracts, Including Procurement of Materials and Equipment: In all solicitations either by competitive bidding or negotiation made by the Consultant for work to be performed under a subcontract, including procurement of materials or leases of equipment, each potential subconsultant or supplier shall be notified by the Consultant of the Consultants obligations under this contract and the Regulations relative to non-discrimination on the grounds of race, color, national origin, sex, age, or disability. 4. Information and Reports: The Consultant shall provide all information and reports required by the Regulations or directives issued pursuant there to, and shall permit access to its books, records, Page 8 of 30 Page 768 of 865 Attachment D to I.M. 3.310 August 18, 2025 accounts, other sources of information, and its facilities as may be determined by the Owner, the Iowa Department of Transportation or Federal Highway Administration to be pertinent to ascertain compliance with such Regulations, orders and instructions. Where any information required of a Consultant is in the exclusive possession of another who fails or refuses to furnish this information the Consultant shall so certify to the Owner, the Iowa Department of Transportation or the Federal Highway Administration as appropriate, and shall set forth what efforts it has made to obtain the information. 5. Sanctions for Noncompliance: In the event of the Consultants noncompliance with the nondiscrimination provisions of this contract, the Owner shall impose such contract sanctions as it, the Iowa Department of Transportation or the Federal Highway Administration may determine to be appropriate, including, but not limited to: a. withholding of payments to the Consultant under the contract until the Consultant complies, and/or b. cancellation, termination or suspension of the contract, in whole or in part. 6. Incorporation of Provisions: The Consultant shall include the provisions of paragraphs (1) through (6) in every subcontract, including procurement of materials and leases of equipment, unless exempt by the Regulations, or directives issued pursuant thereto. The Consultant shall take such action with respect to any subcontract or procurement as the Owner, the Iowa Department of Transportation or the Federal Highway Administration may direct as a means of enforcing such provisions including sanctions for non-compliance: provided, however, that, in the event a Consultant becomes involved in, or is threatened with, litigation with a subconsultant or supplier as a result of such direction, the Consultant may request the Owner or the Iowa Department of Transportation to enter into such litigation to protect the interests of the Owner or the Iowa Department of Transportation; and, in addition, the Consultant may request the United States to enter into such litigation to protect the interests of the United States. 4.18 Compliance with Title 49, Code of Federal Regulations, Part 26 4.18.1 The Consultant agrees to ensure that disadvantaged business enterprises (DBEs) as defined in 49 CFR Part 26 have the maximum opportunity to participate in the performance of contracts and subcontracts financed in whole or in part with Federal funds provided under this Agreement. In this regard the Consultant and all of its subconsultants shall take all necessary and reasonable steps in compliance with the Iowa DOT DBE Program to ensure disadvantaged business enterprises have the maximum opportunity to compete for and perform contracts. 4.18.2 The Consultant shall pay its subconsultants for satisfactory performance of their work no later than 30 days from receipt of each payment it receives from the Owner for such work. If the Owner holds retainage from the Consultant, the Consultant may also withhold retainage from its subconsultant(s). If retainage is withheld from a subconsultant, full payment of such retainage shall be made within 30 days after the subconsultant's work is satisfactorily completed. 4.18.3 Upon notification to the Consultant of its failure to carry out the requirements of this Article, the Owner, the Iowa DOT, or the FHWA may impose sanctions which may include termination of the Agreement or other measures that may affect the ability of the Consultant to obtain future U.S. DOT financial assistance. The Consultant is hereby advised that failure to fully comply with the requirements of this Article shall constitute a breach of contract and may result in termination of this Agreement by the Owner or such remedy as the Owner, Iowa DOT or the FHWA deems appropriate, which may include, but is not limited to: 1. withholding monthly progress payments; 2. assessing sanctions; 3. liquidated damages; and / or 4.19 Severability. If any section, provision or part of this Agreement shall be adjudged invalid or unconstitutional, such adjudication shall not affect the validity of the Agreement as a whole or any section, provision, or part thereof not adjudged invalid or unconstitutional. Page 9 of 30 Page 769 of 865 Attachment D to I.M. 3.310 August 18, 2025 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their proper officials thereunto duly authorized as of the dates below. Willett, Hofmann and Associates, Inc. By Date: Jordan K. Primus, PE Cedar Rapids Office General Manager ATTEST: By Date: CITY OF WATERLOO, IOWA By Date: Quentin M. Hart Mayor IOWA DEPARTMENT OF TRANSPORTATION Accepted for FHWA Authorization* By Date: Name Title * The Iowa DOT is not a party to this agreement. However, by signing this agreement, the Iowa DOT is indicating the work proposed under this Agreement is acceptable for FHWA authorization of Federal funds. Page 10 of 30 Page 770 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT A Scope of Services It is understood by the Owner and the Consultant that the level and frequency of Progress Reporting shall be mutually established for each project, taking into account the complexity and duration of the work to be performed. For this specific project it is agreed that progress reporting will be provided on a monthly basis. It is understood by the Owner and the Consultant that the task detail associated with the 85% budget notification shall be mutually established for each project in relation to the complexity and duration of the work to be performed. For this specific project it is agreed that all work contemplated in the agreement will be considered as one task(s). It is further agreed that the 85% budget notification requirements will be required for this Agreement based on the volume of work assigned, duration, complexity, and rate of progress anticipated on the project. The Consultant will monitor and review updates to the Iowa DOT's Instructional Memorandums (I.M.$), Road Design Manual, Standard Road Plans, Road Design Details. Updates requiring no additional effort on the part of the Consultant will be incorporated into the work by the Consultant. If the Consultant is of the opinion additional effort will be required, the Consultant will so notify the Contract Administrator, in accordance with Paragraph 4.7. The Contract Administrator will provide written approval or disapproval for the Consultant to incorporate said update into the work and indicate how payment for such work will be addressed. Scope of Services The scope of services to be performed by the ENGINEER shall be completed in accordance with generally accepted standards of practice and shall include the services and supplies to perform tasks listed below. Project Management - Project Management will involve managing the scope, schedule, and budget for the Project. It will involve overseeing and directing the members of the Project Team including ENGINEER's staff and ENGINEER's Consultants. It will include ongoing communications with the OWNER (correspondence, phone calls, etc.) and the preparation and submittal of monthly invoices to the OWNER for reimbursement of costs and fees. A. Track Project Schedule — This task involves tracking the project schedule throughout the length of the construction -related services phase. This will be done to determine if the performance of the construction -related services is in conformance with the project schedule. This task includes the preparation of written instructions for project staff providing background, names of contacts, communications procedures, responsibilities, schedule and budget information, and other important elements for the project. This task also includes the development of a graphic project schedule indicating critical dates, milestones, and deliverables and the preparation of a detailed work plan with specific staff assignments, by task, corresponding to the schedule. B. Monitor Project Scope — This task involves monitoring the project scope throughout the length of the construction -related services phase. This will be done to identify needed services that are not included in the scope of the construction -related services contract. ENGINEER will make the OWNER representative aware of potential change orders to the construction -related services contract before the additional services are performed. C. Consultant Management — This task involves the preparation of subcontracts and work orders for ENGINEER's Consultants. This task also includes monitoring ENGINEER's Consultant activities, reviewing ENGINEER's Consultant invoices, and submitting to the OWNER for payment. This task also includes reviewing ENGINEER's Consultant work for technical accuracy and conformance with project requirements. The Consultants that are anticipated are: • Communications Engineering Company D. Quality Control Plan — This task involves establishment of review and checking procedures for Project deliverables. The ENGINEER will designate responsibility for implementation of the plan. II. Construction -Related Services A. The ENGINEER shall perform construction administration for the OWNER during the Construction Phase of the Project. The ENGINEER shall perform nearly full-time construction observation for Page 11 of 30 Page 771 of 865 Attachment D to I.M. 3.310 August 18, 2025 the OWNER during the Construction Phase of the Project. 1. General Administration of Construction Contract — Consult with OWNER and act as OWNER's representative. The extent and limitations of the duties, responsibilities and authority of ENGINEER as assigned shall not be modified, except as ENGINEER may otherwise agree in writing. All of OWNER's instructions to Contractor will be issued through ENGINEER, who shall have authority to act on behalf of OWNER in dealings with Contractor to the extent provided in this Agreement except as otherwise provided in writing. 2. Resident Project Representative (RPR) — Provide the services of an RPR at the Site to assist the ENGINEER and to provide more extensive observation of Contractor's work. Duties, responsibilities, and authority of the RPR are as set forth in Attachment J. The furnishing of such RPR's services will not extend ENGINEER's responsibilities or authority beyond the specific limits set forth elsewhere in this Agreement. 3. Pre -Construction Conference — Participate in a Pre -Construction Conference prior to commencement of Work at the Site. 4. Visits to Site and Observation of Construction — In connection with observations of Contractor's work in progress while it is in progress: a. Make visits to the Site at intervals appropriate to the various stages of construction, as ENGINEER deems necessary, to observe as an experienced and qualified design professional the progress and quality of the Work. Such visits and observations by ENGINEER, and the Resident Project Representative, if any, are not intended to be exhaustive or to extend to every aspect of Contractor's work in progress or to involve detailed inspections of Contractor's work in progress beyond the responsibilities specifically assigned to ENGINEER in this Agreement and the Contract Documents, but rather are to be limited to spot checking, selective sampling, and similar methods of general observation of the Work based on ENGINEER's exercise of professional judgment as assisted by the Resident Project Representative, if any. Based on information obtained during such visits and such observations, ENGINEER will determine, in general, if Contractor's work is proceeding in accordance with the Contract Documents, and ENGINEER shall keep OWNER informed of the progress of the Work. b. The purpose of ENGINEER's visits to, and representation by the Resident Project Representative, if any, at the Site, will be to enable ENGINEER to better carry out the duties and responsibilities assigned to and undertaken by ENGINEER during the Construction Phase, and, in addition, by the exercise of ENGINEER's efforts as an experienced and qualified design professional, to provide for OWNER a greater degree of confidence that the completed Work will conform in general to the Contract Documents and that the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents has been implemented and preserved by Contractor. ENGINEER shall not, during such visits or as a result of such observations of Contractor's work in progress, supervise, direct, or have control over Contractor's work, nor shall ENGINEER have authority over or responsibility for the means, methods, techniques, sequences, or procedures of construction selected by Contractor, for safety precautions and programs incident to Contractor's work, or for any failure of Contractor to comply with Laws and Regulations applicable to Contractor's furnishing and performing the Work. Accordingly, ENGINEER neither guarantees the performance of any Contractor nor assumes responsibility for any Contractor's failure to furnish and perform its work in accordance with the Contract Documents. 5. Defective Work — Recommend to OWNER that Contractor's work be disapproved and rejected while it is in progress if, on the basis of such observations, ENGINEER believes that such work will not produce a completed Project that conforms generally to the Contract Documents or that it will prejudice the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents. Page 12 of 30 Page 772 of 865 Attachment D to I.M. 3.310 August 18, 2025 6. Clarifications and Interpretations; Field Orders — Issue necessary clarifications and interpretations of the Contract Documents as appropriate to the orderly completion of Contractor's work. Such clarifications and interpretations will be consistent with the intent of and reasonably inferable from the Contract Documents. ENGINEER may issue Field Orders authorizing minor variations from the requirements of the Contract Documents. 7. Change Orders and Work Change Directives — Recommend Change Orders and Work Change Directives to OWNER, as appropriate, and prepare Change Orders and Work Change Directives as required. 8. Shop Drawings and Samples — Review and approve or take other appropriate action in respect to Shop Drawings and Samples and other data which Contractor is required to submit, but only for conformance with the information given in the Contract Documents and compatibility with the design concept of the completed Project as a functioning whole as indicated in the Contract Documents. Such reviews and approvals or other action will not extend to means, methods, techniques, sequences or procedures of construction or to safety precautions and programs incident thereto. ENGINEER has an obligation to meet any Contractor's submittal schedule that has earlier been acceptable to ENGINEER. 9. Substitutes and "or -equal." — Evaluate and determine the acceptability of substitute or "or - equal" materials and equipment proposed by Contractor. 10. Inspections and Tests — Require such special inspections or tests of Contractor's work as deemed reasonably necessary, and receive and review all certificates of inspections, tests, and approvals required by Laws and Regulations or the Contract Documents. ENGINEER's review of such certificates will be for the purpose of determining that the results certified indicate compliance with the Contract Documents and will not constitute an independent evaluation that the content or procedures of such inspections, tests, or approvals comply with the requirements of the Contract Documents. ENGINEER shall be entitled to rely on the results of such tests. 11. Disagreements between OWNER and Contractor — Render formal written decisions on all claims of OWNER and Contractor relating to the acceptability of Contractor's work or the interpretation of the requirements of the Contract Documents pertaining to the execution and progress of Contractor's work. In rendering such decisions, ENGINEER shall be fair and not show partiality to OWNER or Contractor and shall not be liable in connection with any decision rendered in good faith in such capacity. 12. Applications for Payment — Based on ENGINEER's observations as an experienced and qualified design professional and on review of Applications for Payment and accompanying supporting documentation: a. Determine the amounts that ENGINEER recommends Contractor be paid. Such recommendations of payment will be in writing and will constitute ENGINEER's representation to OWNER, based on such observations and review, that, to the best of ENGINEER's knowledge, information and belief, Contractor's work has progressed to the point indicated, the quality of such work is generally in accordance with the Contract Documents (subject to an evaluation of the Work as a functioning whole prior to or upon Substantial Completion, to the results of any subsequent tests called for in the Contract Documents and to any other qualifications stated in the recommendation), and the conditions precedent to Contractor's being entitled to such payment appear to have been fulfilled in so far as it is ENGINEER's responsibility to observe Contractor's work. In the case of unit price work, ENGINEER's recommendations of payment will include final determinations of quantities and classifications of Contractor's work (subject to any subsequent adjustments allowed by the Contract Documents). b. By recommending any payment, ENGINEER shall not thereby be deemed to have represented that observations made by ENGINEER to check the quality or quantity Page 13 of 30 Page 773 of 865 Attachment D to I.M. 3.310 August 18, 2025 of Contractor's work as it is performed and furnished have been exhaustive, extended to every aspect of Contractor's work in progress, or involved detailed inspections of the Work beyond the responsibilities specifically assigned to ENGINEER in this Agreement and the Contract Documents. Neither ENGINEER's review of Contractor's work for the purposes of recommending payments nor ENGINEER's recommendation of any payment including final payment will impose on ENGINEER responsibility to supervise, direct, or control Contractor's work in progress or for the means, methods, techniques, sequences, or procedures of construction or safety precautions or programs incident thereto, or Contractor's compliance with Laws and Regulations applicable to Contractor's furnishing and performing the Work. It will also not impose responsibility on ENGINEER to make any examination to ascertain how or for what purposes Contractor has used the moneys paid on account of the Contract Price, or to determine that title to any portion of the work in progress, materials, or equipment has passed to OWNER free and clear of any liens, claims, security interests, or encumbrances, or that there may not be other matters at issue between OWNER and Contractor that might affect the amount that should be paid. 13. Contractor's Completion Documents. a. Receive and review maintenance and operating instructions, schedules, and guarantees. b. Receive bonds, certificates, or other evidence of insurance not previously submitted and required by the Contract Documents, certificates of inspection, tests and approvals, Shop Drawings, Samples and other data approved, and the annotated record documents which are to be assembled by Contractor in accordance with the Contract Documents to obtain final payment. c. ENGINEER shall transmit these documents to OWNER. 14. Substantial Completion — Promptly after notice from Contractor that Contractor considers the entire Work ready for its intended use, in company with OWNER and Contractor, conduct an inspection to determine if the Work is Substantially Complete. If after considering any objections of OWNER, ENGINEER considers the Work Substantially Complete, ENGINEER shall deliver a certificate of Substantial Completion to OWNER and Contractor. 15. Additional Tasks. Perform or provide the following additional Construction Phase tasks or deliverables: a. Attend weekly (or bi-monthly, if appropriate) progress meetings with Contractor and prepare and circulate copies of minutes. b. Reviewing the field testing documentation (attenuation, continuity, OTDR testing, etc.) required to be provided by the Contractor, per the Special Provisions; and performing random "re -testing" of the required field tests to be performed by the Contractor (roughly 5% of those tests) to double-check / verify the Contractor's test results. c. Prepare and furnish to OWNER Record Drawings showing appropriate record information based on Project annotated record documents received from Contractor. d. Provide one reproducible and correctable printed copy of as -built record drawings and electronic disk in AutoCAD format of the as -built record drawings. e. Assemble necessary documentation for and assist Iowa Department of Transportation with post -construction final Project review and materials audit. Submit necessary documents for final Project review, materials audit, and Project Page 14 of 30 Page 774 of 865 Attachment D to I.M. 3.310 August 18, 2025 close-out to applicable regulatory agencies upon completion of construction. 16. Final Notice of Acceptability of the Work — Conduct a final inspection to determine if the completed Work of Contractor is acceptable so that ENGINEER may recommend, in writing, final payment to Contractor. Accompanying the recommendation for final payment, ENGINEER shall also provide a notice that the Work is acceptable to the best of ENGINEER's knowledge, information, and belief and based on the extent of the services provided by ENGINEER under this Agreement. B. Duration of Construction Phase — The Construction Phase will commence with the execution of the first Construction Agreement for the Project or any part thereof and will terminate upon written recommendation by ENGINEER for final payment to Contractors. If the Project involves more than one prime contract, Construction Phase services may be rendered at different times in respect to the separate contracts. C. Limitation of ENGINEER's Authority and Responsibilities — Neither ENGINEER's authority or responsibility under this Agreement or under any other provision of the Contract Documents nor any decision made by ENGINEER in good faith either to exercise or not exercise such authority or responsibility or the undertaking, exercise, or performance of any authority or responsibility by ENGINEER shall create, impose, or give rise to any duty in contract, tort, or otherwise owed by ENGINEER to CONTRACTOR, any Subcontractor, any Supplier, any other individual or entity, or to any surety for or employee or agent of any of them. ENGINEER shall not be responsible for the acts or omissions of any Contractor, or of any of their subcontractors, suppliers, or of any other individual or entity performing or furnishing any of the Work. ENGINEER shall not be responsible for failure of any Contractor to perform or furnish the Work in accordance with the Contract Documents. The limitations upon authority and responsibility set forth above shall also apply to ENGINEER's Consultants, Resident Project Representative, and assistants. III. Deliverables A. ENGINEER Deliverables 1. Minutes of project review meetings to meeting attendees. 2. Monthly progress reports (submitted with project invoices) to OWNER. 3. The deliverables indicated in Exhibit J to OWNER and/or Iowa DOT, as appropriate. V. Owner's Responsibilities MATERIAL AND INFORMATION TO BE PROVIDED BY THE OWNER: The OWNER shall provide the following material and information related to the project: A. PDF files of GIS data (or photocopies) of sewer utility records, water utility records, storm sewer utility records, traffic signal records, miscellaneous utility records (as available), and record drawings for adjacent improvements, if needed. B. Site plans for adjacent properties, if needed. C. Permit applications that are only available from the OWNER that are necessary to commence with the construction of the proposed improvements. TASKS TO BE PERFORMED BY THE OWNER: The OWNER shall perform the following tasks related to the project: A. Attend pre -construction conference, construction progress and other job -related meetings, and Substantial Completion and final payment inspections. B. Prepare and submit monthly and final claims for reimbursement to Iowa Department of Transportation. Page 15 of 30 Page 775 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT B Specifications Iowa Department of Transportation Standard Specifications for Highway and Bridge Construction, Series 2023, plus General Supplemental Specifications; and applicable Supplemental Specifications, Developmental Specifications, and Special Provisions; and the Owner's Communications Master Plan. Page 16 of 30 Page 776 of 865 ATTACHMENT C (referenced from 3.1) Specific Rate of Compensation 3.1.1 FEES AND PAYMENTS Attachment D to I.M. 3.310 August 18, 2025 3.1.1.1 Fees. For full and complete compensation for all work, materials, and services furnished under the terms of this Agreement, the Consultant shall be paid fees not to exceed the maximum amount payable under this Agreement of $ 40,820.80. The maximum amount payable will not be changed unless there is a substantial change in the magnitude, scope, character, or complexity of the services from those covered in this Agreement. Any change in the maximum amount payable will be by Supplemental Agreement. A contingency amount of $ 4,082 has been established for this Agreement and is included in the maximum amount payable. Written request by the Consultant indicating the need and written approval by the Contract Administrator and concurrence from the Iowa DOT are needed prior to usage of the contingency amount. The current schedule of billing rates (direct labor rate, overhead, and fixed fee) are set forth in Attachment C-1. The Consultant may submit for approval a revised rate schedule once during the contract period. This revision may include a revised overhead rate and revised direct labor rates. The revised rate schedule should be submitted to the Contract Administrator for approval and by the Contract Administrator's written approval it shall become a part of this Agreement. 3.1.1.2 Reimbursable Costs. The Consultant shall be reimbursed for direct non -salary costs which are directly attributable and properly allocable to the work. The Consultant will be required to submit a detailed listing of direct non -salary costs incurred and certify that such costs are not included in the overhead expense pool. These costs may include travel and subsistence, reproductions, computer charges, and materials and supplies. Reimbursement of costs is limited to those that are attributable to the specific work covered by this Agreement and allowable under the provisions of the Code of Federal Regulations (CFR), Title 48, Federal Acquisition Regulation System, Subchapter E., Part 30 (when applicable), and Part 31, Section 31.105 and Subpart 31.2. In addition to Title 48 requirements, for meals to be eligible for reimbursement, an overnight stay will be required. 3.1.1.3 Premium Overtime Pay. Not applicable. 3.1.1.4 Payments. Monthly payments for work completed shall be based on the services completed at the time of the billing and substantiated by monthly progress reports in a form that follows the specific rate schedule. The Contract Administrator will check such progress reports and payment will be made for the hours completed at each rate and for direct non -salary costs incurred during said month. The Owner shall retain from each monthly payment for construction inspection or construction administration services 3% of the amount due. Invoices shall clearly identify the beginning and ending dates of the prime's and subconsultant's billing cycles. All direct and indirect costs incurred during the billing cycle shall be invoiced. Costs incurred from prior billing cycles and previously not billed, will not be allowed for reimbursement unless approved by the Contract Administrator. Upon completion, delivery and acceptance of all work contemplated under this Agreement, the Consultant shall submit one complete invoice statement of costs incurred and amounts earned. Payment of 100% of the total cost claimed, inclusive of retainage, if applicable, will be made upon receipt and review of such claim. The Consultant agrees to reimburse the Owner for possible overpayment determined by final audit. Page 17 of 30 Page 777 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT C-1 Cost Analysis Worksheet Contract xxxxx, Base Agreement Project Number: STP-A-8155(785)-86-07 Task CE III CE IV CE MGR Total $139.70/hour $173.80/hour $182.40/hour Project Manager/Clerical 0 13 6.5 19.5 Process Pay Requests 8 1 0 9 Inspection 120 20 0 140 Prepare Change Orders 4 1 0 5 Document Materials 4 1 0 5 Monthly Progress Reports 8 1 0 9 Project Close-out/Audit 60 8 0 68 As -Built and Fiber Verifications 20 3 0 23 Total Hours 224 48 6.5 278.5 Total Cost $31,292.80 $8,342.40 $1,185.60 $40,820.80 CLASSIFICATION OF EMPLOYEE Hourly Rate Engineering Manager Civil Engineer IV Civil Engineer III Civil Engineering Intern II Civil Engineering Intern I Prof. Land Surveyor Manager Prof. Land Surveyor IV Prof. Land Surveyor III Technician II Technician I Expenses and MaterialsAt Cost $182.40 $173.80 $139.70 to $146.10 $125.00 $115.00 $165.00 $155.00 $140.00 $105.00 $80.00 Page 18 of 30 Page 778 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT D CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS -- PRIMARY COVERED TRANSACTIONS Instructions for Certification 1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. 4. The prospective primary participant shall provide immediate written notice to the department or agency to whom this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person" "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings set out in the definitions and coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations. 6. The prospective primary participant agrees by submitting this proposal that should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. 7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transaction," provided by the department or agency entering into this covered transaction, without modification in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. Page 19 of 30 Page 779 of 865 Attachment D to I.M. 3.310 August 18, 2025 Certification Regarding Debarment, Suspension, and Other Responsibility Matters - Primary Covered Transactions (1) The prospective primary participant certifies to the best of its knowledge and belief, that it and its principals: (a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State Antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) Have not within a three-year period preceding this application /proposal had one or more public transactions (Federal, State or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. State of Iowa Black Hawk County County I Jordan K. Primus, PE, Cedar Rapids Office General Manager of the Willett, Hofmann and Associates, Inc., being duly sworn (or under penalty of perjury under the laws of the United States and the State of Iowa) do hereby certify that the above Statements are true and correct. (Signature) Subscribed and sworn to this day of (month) (year) Page 20 of 30 Page 780 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT E CERTIFICATION OF CONSULTANT I hereby certify that I, Jordan K. Primus, PE, am the General Manager of the Cedar Rapids Office and duly authorized representative of the firm of Willett, Hofmann and Associates, Inc., whose address is 625 32nd Avenue SW, Cedar Rapids, Iowa 52404, and that neither the above firm nor I has: (a) Employed or retained for a commission, percentage, brokerage, contingent fee, or other consideration, any firm or person (other than a bona fide employee working solely for me or the above Consultant) to solicit or secure this contract, (b) Agreed, as an express or implied condition for obtaining this contract, to employ or retain the services of any firm or person in connection with carrying out the contract, or (c) Paid, or agreed to pay, to any firm, organization or person (other than a bona fide employee working solely for me or the above Consultant) any fee, contribution, donation or consideration of any kind for, or in connection with, procuring or carrying out the contract; except as here expressly stated (if any): I acknowledge that this certificate is to be furnished to the Iowa Department of Transportation and the Federal Highway Administration, U.S. Department of Transportation, in connection with this contract involving participation of Federal -aid highway funds, and is subject to applicable, State and Federal laws, both criminal and civil. Signature Date Page 21 of 30 Page 781 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT F CERTIFICATION OF OWNER I hereby certify that I, Quentin M. Hart, am the Mayor and the duly authorized representative of the Owner, and that the above consulting firm or his representative has not been required, directly or indirectly as an express or implied condition in connection with obtaining or carrying out this contract to: (a) Employ or retain, or agree to employ or retain, any firm or person, or (b) Pay, or agree to pay, to any firm, person, or organization, any fee, contribution, donation, or consideration of any kind; except as here expressly stated (if any): I acknowledge that this certificate is to be furnished to the to the Iowa Department of Transportation and the Federal Highway Administration, U.S. Department of Transportation, in connection with this contract involving participation of Federal -aid highway funds, and is subject to applicable State and Federal laws, both criminal and civil. Signature Date Page 22 of 30 Page 782 of 865 Consultant Name Consultant Address Consultant Address Invoice No. Invoice Period Covered Consultant Job No. ATTACHMENT G Page 6 Specific Rate Progressive Invoice Date Client Project No. County Client Project Description Client Contract No. Attachment D to I.M. 3.310 August 18, 2025 Contract Cumulative Current Estimate To Date Period Labor Dollars Direct Expenses Mileage Per Diem CADD Estimated Actual Costs [Prime Only] (See Note 1) Subconsultants (including authorized contingency) Name Name Name Total Authorized Contingency Total Authorized Amount Total Billed To Date Remaining Authorized Balance Unauthorized Contingency Prime Subconsultant Name Subconsultant Name Labor Hours Note 1: Do not include Subconsultant Expenses. Include Labor Dollars and Direct Expenses for Prime Consultant only. Page 23 of 30 Page 783 of 865 Consultant Name Consultant Address Consultant Address Invoice No. Invoice Period Covered Consultant Job No. ATTACHMENT G Page 7 Specific Rate Final Invoice Date Client Project No. County Client Project Description Client Contract No. Attachment D to I.M. 3.310 August 18, 2025 Contract Cumulative Current Estimate To Date Period Labor Dollars (2002) Labor Dollars (2001) Labor Dollars (2000) Labor Dollars (1999) Direct Expenses Mileage Per Diem CADD Estimated Actual Costs [Prime Only] (See Note 1) Subconsultants (including authorized contingency) Name Name Name Total Authorized Contingency Total Authorized Amount Total Billed To Date Remaining Authorized Balance Unauthorized Contingency Prime Subconsultant Name Subconsultant Name Labor Hours (2002) Labor Hours (2001) Labor Hours (2000) Labor Hours (1999) Note 1: Do not include Subconsultant Expenses. Include Labor Dollars and Direct Expenses for Prime Consultant only Page 24 of 30 Page 784 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT G Page 8 Specific Rate Final Invoice Instructions Employee Labor Hours and Dollars: A final cumulative job cost report that shows a breakdown of labor by fiscal year, employee name, employee labor hours and employee labor rate is required. In lieu of a final job cost report, a summary of the aforementioned information is needed. The summary should be supported by monthly job cost detail. Direct Expenses: A final cumulative job cost report that shows a breakdown of direct expenses by specific item (mileage, CADD, per diem, etc....) by fiscal year is required. Direct expense items charged should identify the number of units (miles, hours, prints, copies, feet, etc....) and the rate applied by fiscal year. In lieu of a final job cost report, a summary of the aforementioned information is needed. The summary should be supported by monthly job cost detail. • Subconsultant: Final invoice requirements for subconsultants with specific rate contracts are the same as the requirements for the prime consultant. It is the prime consultant's responsibility to assure such an invoice is acquired and attached to the prime's final invoice. Page 25 of 30 Page 785 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT H Consultant Fee Proposal Task CE III CE IV CE MGR Total $139.70/hour $173.80/hour $182.40/hour Project Manager/Clerical 0 13 6.5 19.5 Process Pay Requests 8 1 0 9 Inspection 120 20 0 140 Prepare Change Orders 4 1 0 5 Document Materials 4 1 0 5 Monthly Progress Reports 8 1 0 9 Project Close-out/Audit 60 8 0 68 As -Built and Fiber Verifications 20 3 0 23 Total Hours 224 48 6.5 278.5 Total Cost $31,292.80 $8,342.40 $1,185.60 $40,820.80 Task CE III CE IV CE MGR Total $139.70/hour $173.80/hour $182.40/hour Project Manager/Clerical 0 9 4.5 13.5 Process Pay Requests 8 1 0 9 Inspection 80 10 0 90 Prepare Change Orders 4 1 0 5 Document Materials 4 1 0 5 Monthly Progress Reports 8 1 0 9 Project Close-out/Audit 60 8 0 68 Total Hours 164 31 4.5 199.5 Total Cost $22,910.80 $5,387.80 $820.80 $29,119.40 Page 26 of 30 Page 786 of 865 Attachment D to I.M. 3.310 August 18, 2025 ATTACHMENT J DUTIES, RESPONSIBILITIES, AND LIMITATIONS OF AUTHORITY OF RESIDENT PROJECT REPRESENTATIVE Resident Project Representative A. CONSULTANT shall provide a Resident Project Representative ("RPR"), assistants, and other field staff to assist CONSULTANT in observing progress and quality of the Work. The RPR, assistants, and other field staff under this Exhibit J may provide full time representation or may provide representation to a lesser degree. B. Through such additional observations of Contractor's work in progress and field checks of materials and equipment by the RPR and assistants, CONSULTANT shall endeavor to provide further protection for OWNER against defects and deficiencies in the Work. However, CONSULTANT shall not, during such visits or as a result of such observations of Contractor's work in progress, supervise, direct, or have control over the Contractor's Work nor shall CONSULTANT have authority over or responsibility for the means, methods, techniques, sequences, or procedures selected by Contractor, for safety precautions and programs incident to the Contractor's work in progress, for any failure of Contractor to comply with Laws and Regulations applicable to Contractor's performing and furnishing the Work, or responsibility of construction for Contractor's failure to furnish and perform the Work in accordance with the Contract Documents. In addition, the specific limitations set forth in Attachment A of the Agreement are applicable. C. The duties and responsibilities of the RPR are limited to those of CONSULTANT in the Agreement with the OWNER and in the Contract Documents, and are further limited and described as follows: 1. General: RPR is CONSULTANT's agent at the Site, will act as directed by and under the supervision of CONSULTANT, and will confer with CONSULTANT regarding RPR's actions. RPR's dealings in matters pertaining to the Contractor's work in progress shall in general be with CONSULTANT and Contractor, keeping OWNER advised as necessary. RPR's dealings with subcontractors shall only be through or with the full knowledge and approval of Contractor. RPR shall generally communicate with OWNER with the knowledge of and under the direction of CONSULTANT. 2. Schedules: Review the progress schedule, schedule of Shop Drawing and Sample submittals, and schedule of values prepared by Contractor and consult with CONSULTANT concerning acceptability. 3. Conferences and Meetings: Attend meetings with Contractor, such as preconstruction conferences, progress meetings, job conferences and other project -related meetings, and prepare and circulate copies of minutes thereof. 4. Liaison: a. Serve as CONSULTANT's liaison with Contractor, working principally through Contractor's superintendent and assist in understanding the intent of the Contract Documents. b. Assist CONSULTANT in serving as OWNER's liaison with Contractor when Contractor's operations affect OWNER's on -Site operations. c. Assist in obtaining from OWNER additional details or information, when required for proper execution of the Work. 5. Interpretation of Contract Documents: Report to CONSULTANT when clarifications and interpretations of the Contract Documents are needed and transmit to Contractor clarifications and interpretations as issued by CONSULTANT. 6. Shop Drawings and Samples: a. Record date of receipt of Samples and approved Shop Drawings. b. Receive Samples which are furnished at the Site by Contractor, and notify Page 27 of 30 Page 787 of 865 Attachment D to I.M. 3.310 August 18, 2025 CONSULTANT of availability of Samples for examination. c. Advise CONSULTANT and Contractor of the commencement of any portion of the Work requiring a Shop Drawing or Sample submittal for which RPR believes that the submittal has not been approved by CONSULTANT. 7. Modifications: Consider and evaluate Contractor's suggestions for modifications in Drawings or Specifications and report with RPR's recommendations to CONSULTANT. Transmit to Contractor in writing decisions as issued by CONSULTANT. 8. Review of Work and Rejection of Defective Work: a. Conduct on -Site observations of Contractor's work in progress to assist CONSULTANT in determining if the Work is in general proceeding in accordance with the Contract Documents. b. Report to CONSULTANT whenever RPR believes that any part of Contractor's work in progress will not produce a completed Project that conforms generally to the Contract Documents or will prejudice the integrity of the design concept of the completed Project as a functioning whole as indicated in the Contract Documents, or has been damaged, or does not meet the requirements of any inspection, test or approval required to be made; and advise CONSULTANT of that part of work in progress that RPR believes should be corrected or rejected or should be uncovered for observation, or requires special testing, inspection or approval. 9. Inspections, Tests, and System Startups: a. Consult with CONSULTANT in advance of scheduled major inspections, tests, and systems startups of important phases of the Work. b. Verify that tests, equipment, and systems start-ups and operating and maintenance training are conducted in the presence of appropriate OWNER's personnel, and that Contractor maintains adequate records thereof. c. Observe, record, and report to CONSULTANT appropriate details relative to the test procedures and systems startups. d. Accompany visiting inspectors representing public or other agencies having jurisdiction over the Project, record the results of these inspections, and report to CONSULTANT. 10. Records: a. Maintain at the Site orderly files for correspondence, reports of job conferences, reproductions of original Contract Documents including all Change Orders, Field Orders, Work Change Directives, Addenda, additional Drawings issued subsequent to the execution of the Contract, CONSULTANT's clarifications and interpretations of the Contract Documents, progress reports, Shop Drawing and Sample submittals received from and delivered to Contractor, and other Project related documents. b. Prepare a daily report or keep a diary or log book, recording Contractor's hours on the Site, weather conditions, data relative to questions of Change Orders, Field Orders, Work Change Directives, or changed conditions, Site visitors, daily activities, decisions, observations in general, and specific observations in more detail as in the case of observing test procedures; and send copies to CONSULTANT. c. Record names, addresses and telephone numbers of all Contractors, subcontractors, and major suppliers of materials and equipment. d. Maintain records for use in preparing Project documentation. e. Upon completion of the Work, furnish original set of all RPR Project documentation to CONSULTANT. Page 28 of 30 Page 788 of 865 Attachment D to I.M. 3.310 August 18, 2025 11. Reports: a. Furnish to CONSULTANT periodic reports as required of progress of the Work and of Contractor's compliance with the progress schedule and schedule of Shop Drawing and Sample submittals. b. Draft and recommend to CONSULTANT proposed Change Orders, Work Change Directives, and Field Orders. Obtain backup material from Contractor. c. Furnish to CONSULTANT and OWNER copies of all inspection, test, and system startup reports. d. Report immediately to CONSULTANT the occurrence of any Site accidents, any Hazardous Environmental Conditions, emergencies, or acts of God endangering the Work, and property damaged by fire or other causes. 12. Payment Requests: Review Applications for Payment with Contractor for compliance with the established procedure for their submission and forward with recommendations to CONSULTANT, noting particularly the relationship of the payment requested to the schedule of values, Work completed, and materials and equipment delivered at the Site but not incorporated in the Work. 13. Certificates, Operation and Maintenance Manuals: During the course of the Work, verify that materials and equipment certificates, operation and maintenance manuals and other data required by the Specifications to be assembled and furnished by Contractor are applicable to the items actually installed and in accordance with the Contract Documents, and have these documents delivered to CONSULTANT for review and forwarding to OWNER prior to payment for that part of the Work. 14. Completion: a. Before CONSULTANT issues a Certificate of Substantial Completion, submit to Contractor a list of observed items requiring completion or correction. b. Observe whether Contractor has arranged for inspections required by Laws and Regulations, including but not limited to those to be performed by public agencies having jurisdiction over the Work. c. Participate in a final inspection in the company of CONSULTANT, OWNER, and Contractor and prepare a final list of items to be completed or corrected. d. Observe whether all items on final list have been completed or corrected and make recommendations to CONSULTANT concerning acceptance and issuance of the Notice of Acceptability of the Work. D. Resident Project Representative shall not: 1. Authorize any deviation from the Contract Documents or substitution of materials or equipment (including "or -equal" items). 2. Exceed limitations of CONSULTANT's authority as set forth in the Agreement or the Contract Documents. 3. Undertake any of the responsibilities of Contractor, subcontractors, suppliers, or Contractor's superintendent. 4. Advise on, issue directions relative to or assume control over any aspect of the means, methods, techniques, sequences or procedures of Contractor's work unless such advice or directions are specifically required by the Contract Documents. 5. Advise on, issue directions regarding, or assume control over safety precautions and programs in connection with the activities or operations of OWNER or Contractor. Page 29 of 30 Page 789 of 865 Attachment D to I.M. 3.310 August 18, 2025 6. Participate in specialized field or laboratory tests or inspections conducted off -site by others except as specifically authorized by CONSULTANT. 7. Accept Shop Drawing or Sample submittals from anyone other than Contractor. 8. Authorize OWNER to occupy the Project in whole or in part. Page 30 of 30 Page 790 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Randy Bennett, Public Works Division Manager Waste Management Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving an Professional Services Agreement with Strand Associates, to provide proposal preparation, bidding -related services, and if -authorized services for the Anaerobic Lagoon Biogas Upgrading project at the Waste Management Anaerobic Lagoon, in an amount not to exceed $50,000.00, and authorizing the Mayor to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS Page 791 of 865 1. Strand - Anaerobic Lagoon Biogas Upgrading Project - Agreement 2. Strand - Anaerobic Lagoon Biogas Upgrading Project - Memo Updated Page 792 of 865 STRAND ASSOCIATES`' Exc iJi yi ern E7ginFerrntg i61 Strand Associates, Inc.® 910 West Wingra Drive Madison, WI 53715 (P) 608.251.4843 www.strand.com November 3, 2025 City of Waterloo 715 Mulberry Street Waterloo, IA 50703 Attention: Mr. Brad Manahl, Assistant Director/Treatment Operations Supervisor Re: Agreement for General Services Anaerobic Lagoon Biogas Upgrading Project This is an Agreement between the City of Waterloo, Iowa, hereinafter referred to as OWNER, and Strand Associates, Inc.®, hereinafter referred to as ENGINEER, to provide Proposal preparation, Bidding -Related Services, and If -Authorized Services (Services) for the Anaerobic Lagoon Biogas Upgrading project at OWNER's Anaerobic Lagoon. The Project includes third -party permitting, design, construction, and operation of a renewable natural gas (RNG) system at OWNER' s anaerobic lagoon facility to convert OWNER's biogas to RNG and to inject the RNG into the MidAmerican natural gas pipeline at the Project site. This Agreement shall be in accordance with the following elements. Scope of Services ENGINEER will provide the following Services to OWNER. 1. Attend a kickoff videoconference to review OWNER's criteria and outcomes for the project. 2. Attend a Project meeting with the Iowa Department of Natural Resources to review the project and discuss permitting. 3. Provide a draft request for qualifications and proposal (RFQ/P) to solicit statements of qualifications and proposals from interested bidders. Submit the draft RFQ/P to OWNER for review. 4. Revise the RFQ/P, as appropriate, based on OWNER's comments and provide the final RFQ/P to OWNER. 5. Provide a draft Invitation to Bid to OWNER in Microsoft Word format for OWNER's use in advertising the project. 6. Distribute RFQ/P documents electronically through QuestCDN, available at www.strand.com and www.questcdn.com. 7. Respond to proposers' questions and requests for information (RFI) during the bidding phase. 8. Communicate with OWNER regarding RFI responses. 9. Prepare addenda and distribute through QuestCDN. 10. Review bidders' submittals and provide review comments to OWNER via email. 11. Review OWNER -proposer contracts and agreements related to the project's design, construction, ownership, and operation; and provide general review comments to OWNER via RAW:sem\R:\MAD \ Documents \ Agreements \W\ Waterloo, City of(IA)\AnaerobicLagoonBiogasUpgrPtjet.2025\A \4463.022.docx Arizona I Illinois I Indiana l Iowa I Kentucky I Ohio I Tennessee I Texas I Wisconsin Page 793 of 865 Strand Associates, Inc. City of Waterloo, Iowa Page 2 November 3, 2025 email. OWNER shall request similar information from its legal counsel prior to approving or signing the agreements. 12. Attend up to five web -based meetings, as requested by OWNER. Service Elements Not Included The following services are not included in this Agreement. If such services are required, they will be provided through an amendment to this Agreement or through a separate agreement. 1. Additional Site Visits and/or Meetings: Additional OWNER -required site visits or meetings. 2. Bidding Alternatives and Bid Phasing: Any services involved in providing bidding alternatives or bidding phases. 3. Construction -Related Services: Any services involved in performing construction -related services. 4. Drawings and Specifications: Final design services including drawings and specifications. 5. Flood Studies: Any services involved in performing flood and floodway studies. 6. Geotechnical Engineering: Geotechnical engineering information will be required and provided through OWNER or through the successful bidder. 7. Land and Easement Surveys/Procurement: Any services of this type including, but not limited to, a record search, field work, preparation of legal descriptions, or assistance to OWNER for securing land rights necessary for the project. 8. Preparation for and/or Appearance in Litigation on Behalf of OWNER: Any services related to litigation. 9. Review of Product Substitutions Proposed by Contractor: ENGINEER's cost for evaluating substitute products is not included. 10. Revising RFQ/P Documents: Any services required after these items have been previously approved by state or federal regulatory agencies, because of a change in project scope or where such revisions are necessary to comply with changed state and federal regulations that are put in force after Services have been partially completed. 11. Services Furnished During Readvertisement for Bids, if Ordered by OWNER: If a Contract is not awarded pursuant to the original bids. 12. Services Related to Buried Wastes and Contamination: Should buried solid, liquid, or potentially hazardous wastes or subsurface or soil contamination be uncovered at the site, follow-up investigations may be required to identify the nature and extent of such wastes or subsurface soil or groundwater contamination and to determine appropriate methods for managing of such wastes or contamination and for follow-up monitoring. Compensation OWNER shall compensate ENGINEER for Services under this Agreement on an hourly rate basis plus expenses an estimated fee of $50,000. RAW:sem\R:\MAD\Documents\Agreements\W\Watedoo, City of(IA)\AnaerobicLagoonBiogasUpgrPtjct.2025\Agr\4463.022.docx www.strand.com Page 794 of 865 Strand Associates, Inc. City of Waterloo, Iowa Page 3 November 3, 2025 Expenses incurred such as those for travel, meals, printing, postage, copies, computer, electronic communication, and long distance telephone calls will be billed at actual cost plus ten percent. Only sales taxes or other taxes on Services that are in effect at the time this Agreement is executed are included in the Compensation. If the tax laws are subsequently changed by legislation during the life of this Agreement, this Agreement will be adjusted to reflect the net change. The estimated fee for the Services is based on wage scale/hourly billing rates, adjusted annually on July 1, that anticipates the Services will be completed as indicated. Should the completion time be extended, it may be cause for an adjustment in the estimated fee that reflects any wage scale adjustments made. The estimated fee will not be exceeded without prior notice to and agreement by OWNER but may be adjusted for time delays, time extensions, amendments, or changes in the Scope of Services. Any adjustments will be negotiated based on ENGINEER' s increase or decrease in costs caused by delays, extensions, amendments, or changes. Schedule Services will begin upon execution of this Agreement, which is anticipated the week of November 17, 2025. Services are scheduled for completion on September 30, 2026. Standard of Care The Standard of Care for all Services performed or furnished by ENGINEER under this Agreement will be the care and skill ordinarily used by members of ENGINEER's profession practicing under similar circumstances at the same time and in the same locality. ENGINEER makes no warranties, express or implied, under this Agreement or otherwise, in connection with ENGINEER's Services. OWNER's Responsibilities 1. Assist ENGINEER by placing at ENGINEER' s disposal all available information pertinent to this project including previous reports, previous drawings and specifications, and any other data relative to the scope of this project. 2. Furnish to ENGINEER, as required by ENGINEER for performance of Services as part of this Agreement, data prepared by or services of others obtained or prepared by OWNER relative to the scope of this project, such as soil borings, probings and subsurface explorations, and laboratory tests and inspections of samples, all of which ENGINEER may rely upon in performing Services under this Agreement. 3. Provide access to and make all provisions for ENGINEER to enter upon public and private lands as required for ENGINEER to perform Services under this Agreement. 4. Examine all reports, sketches, estimates, special provisions, drawings, and other documents presented by ENGINEER and render, in writing, decisions pertaining thereto within a reasonable time so as not to delay the performance of ENGINEER. 5. Provide all legal services as may be required for the development of this project. 6. Retain the services of a soils consultant to provide any necessary geotechnical evaluation and recommendations. 7. Pay all permit and plan review fees payable to regulatory agencies. RAW:sem\R:\MAD\Documents\Agreements\W\Watedoo, City of(IA)\AnaerobicLagoonBiogasUpgrPtjct.2025\Agr\4463.022.docx www.strand.com Page 795 of 865 Strand Associates, Inc. City of Waterloo, Iowa Page 4 November 3, 2025 Opinion of Probable Cost Any opinions of probable cost prepared by ENGINEER are supplied for general guidance of OWNER only. ENGINEER has no control over competitive bidding or market conditions and cannot guarantee the accuracy of such opinions as compared to contract bids or actual costs to OWNER. If OWNER requires more than general guidance, then OWNER agrees to obtain an independent cost estimate by others. Changes 1. OWNER may make changes within the general scope of this Agreement in the Services to be performed. If such changes cause an increase or decrease in ENGINEER's cost or time required for performance of any Services under this Agreement, an equitable adjustment will be made and this Agreement will be modified in writing accordingly. 2. No services for which additional compensation will be charged by ENGINEER will be furnished without the written authorization of OWNER. The fee established herein will not be exceeded without agreement by OWNER but may be adjusted for time delays, time extensions, amendments, or changes in the Scope of Services. 3. If there is a modification of Agency requirements relating to the Services to be performed under this Agreement subsequent to the date of execution of this Agreement, the increased or decreased cost of performance of the Services provided for in this Agreement will be reflected in an appropriate modification of this Agreement. Extension of Services This Agreement may be extended for additional Services upon OWNER's authorization. Extension of Services will be provided for a lump sum or an hourly rate plus expenses. Payment OWNER shall make monthly payments to ENGINEER for Services performed in the preceding month based upon monthly invoices. Nonpayment 30 days after the date of receipt of invoice may, at ENGINEER's option, result in assessment of a 1 percent per month carrying charge on the unpaid balance. Nonpayment 45 days after the date of receipt of invoice may, at ENGINEER's option, result in suspension of Services upon five calendar days' notice to OWNER. ENGINEER will have no liability to OWNER, and OWNER agrees to make no claim for any delay or damage as a result of such suspension caused by any breach of this Agreement by OWNER. Upon receipt of payment in full of all outstanding sums due from OWNER, or curing of such other breach which caused ENGINEER to suspend Services, ENGINEER will resume Services and there will be an equitable adjustment to the remaining project schedule and compensation as a result of the suspension. Failure to make payments to ENGINEER is cause for termination upon two -week notice to OWNER. Termination This Agreement may be terminated with cause in whole or in part in writing by either party subject to a two -week notice and the right of the party being terminated to meet and discuss the termination before the termination takes place. ENGINEER will be paid for all completed or obligated Services up to the date of termination. RAW:sem\R:\MAD\Documents\Agreements\W\Watedoo, City of(IA)\AnaerobicLagoonBiogasUpgrPtjct.2025\Agr\4463.022.docx www.strand.com Page 796 of 865 Strand Associates, Inc. City of Waterloo, Iowa Page 5 November 3, 2025 Data Provided by Others ENGINEER is not responsible for the quality or accuracy of data nor for the methods used in the acquisition or development of any such data where such data is provided by or through OWNER, contractor, or others to ENGINEER and where ENGINEER's Services are to be based upon such data. Such data includes, but is not limited to, soil borings, groundwater data, chemical analyses, geotechnical testing, reports, calculations, designs, drawings, specifications, record drawings, contractor's marked -up drawings, and topographical surveys. Third -Party Beneficiaries Nothing contained in this Agreement creates a contractual relationship with or a cause of action in favor of a third party against either OWNER or ENGINEER. ENGINEER's Services under this Agreement are being performed solely for OWNER's benefit, and no other party or entity shall have any claim against ENGINEER because of this Agreement or the performance or nonperformance of Services hereunder. OWNER and ENGINEER agree to require a similar provision in all contracts with contractors, subcontractors, subconsultants, vendors, and other entities involved in this project to carry out the intent of this provision. Dispute Resolution Except as may be otherwise provided in this Agreement, all claims, counterclaims, disputes, and other matters in question between OWNER and ENGINEER arising out of or relating to this Agreement or the breach thereof will be decided first by mediation, if the parties mutually agree, or with a bench trial in a court of competent jurisdiction within the State of Iowa. Remedies Neither ENGINEER nor OWNER shall be liable to the other for special, indirect, punitive, or consequential damages for claims, disputes, or other matters in question arising out of this or relating to this Agreement. This mutual waiver is applicable, without limitation, due to either party's termination of this Agreement. Terms and Conditions The terms and conditions of this Agreement will apply to the Services defined in the Scope of Services and represent the entire Agreement and supersede any prior proposals, Requests for Qualifications, or Agreements. OWNER -supplied purchase order is for processing payment only; terms and conditions on the purchase order shall not apply to these Services. IN WITNESS WHEREOF the parties hereto have made and executed this Agreement. ENGINEER: OWNER: STRAND ASSOCIATES, INC.® CITY OF WATERLOO, IOWA Joseph M. Bunker Date Quentin M. Hart Date Corporate Secretary Mayor RAW:sem\R:\MAD\Documents\Agreements\W\Watedoo, City of(IA)\AnaerobicLagoonBiogasUpgrPtjct.2025\Agr\4463.022.docx www.strand.com Page 797 of 865 CITY OF %TERLO 0 •IOWA Community of Opportunity 715 Mulberry St, Waterloo, IA 50703 Phone: (319) 291-0141 Fax: CITYOFWATERLOOIOWA.COM Date: November 17, 2025 To: Waterloo Mayor and Council From: Brad Manahl, Treatment Operations Director, Waste Management Services RE: Agreement for General Services Anaerobic Lagoon Biogas Upgrading Project Background Discussion: Under a previous agreement with Strand and Associates of Madison Wisconsin Strand was tasked with preparing a preliminary engineering report that summarizes the anticipated facilities and project upgrades to incorporate pipeline quality renewable natural gas production at the Wastewater Treatment Plant and at the Lagoon. A vital portion of that agreement was to develop a RFP (Request For Proposal) document to be utilized for the City to solicit proposals from third party vendor interested in performing facility upgrades needed to capture and clean the renewable gas, make pipeline interconnections, market the renewable gas as a commodity and define what percent of the revenue would be shared with the City. Currently the third party chosen is in an agreement to do the RNG upgrades at the Wastewater Treatment plant. The RNG portion at the Lagoon site was unsuccessful in the first agreement with the third party as the risk involved from the large capital outlay of Lagoon improvements included in the original RFP. The improvements in the RFP included a new cover, cleaning the grease and solids in the lagoon, and new gas collection piping. Waste Management Services feels this is in the City's best interest to proceed with the RNG project at the Lagoon as we have had numerous RNG companies reach out about the Lagoon project. We expect to see higher royalties on this now that the capital outlay will not be included in the RFP. Under this new Agreement for General Services Anaerobic Lagoon Biogas Upgrading Project, Strand will update the old RFP as the City of Waterloo and Waste Management Services is currently doing the Lagoon infrastructure upgrades as a City Project. Strand will also act as the City of Waterloo's representative through the bidding process in the scope of services in this agreement. 9 CITY OF %k,,4TERLO 0 IOWA Community of Opportunity Recommended Action: It is recommended approval of the Agreement for General Services Anaerobic Lagoon Biogas Upgrading Project with Strand and Associates from Madison Wisconsin in the amount not to exceed $50,000 9 Page 799 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Jamie Knutson, City Engineer Engineering Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Resolution approving Addendum No. 10, in the amount of $1,502.50, with EN Communications, in conjunction with the FY 2023 Construction of a Fiber -to -the -Premise Feeder/Distribution and Backbone Network Project, Contract No. 1088, and authorizing the Mayor to execute said document. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION See attached Addendum No. 6 NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Addendum No 10 - EN Communications Proposal - City of Waterloo IA - PMCMCI 2025 Page 800 of 865 Page 801 of 865 ADDENDUM NO. 10 TO THE EN COMMUNICATIONS CONTRACT - CITY OF WATERLOO IA — PROJECT MANAGEMENT, CONSTRUCTION MANAGEMENT, CONSTRUCTION INSPECTION AND ENGINEERING SUPPORT SERVICES 2025 CITY OF WATERLOO, IOWA DATE: NOVEMBER 6, 2025 The following is a revision to the EN COMMUNICATIONS CONTRACT - CITY OF WATERLOO IA — PROJECT MANAGEMENT, CONSTRUCTION MANAGEMENT, CONSTRUCTION INSPECTION AND ENGINEERING SUPPORT SERVICES 2025: o Due to long lead times with USACE permits for one (1) underground levee crossing in Task Order 13, the City has requested to go overhead versus underground and attach to MidAmerican Energy poles along Fletcher Avenue serving the Hope Martin Memorial Park. o This Addendum has been created to account for labor towards the Make Ready Engineering (MRE) services (make ready, pole loading analysis, pole applications, PE stamps, and pole data collection) for the MidAmerican Energy pole attachment application. It does not include any construction labor or material costs associated with an updated BoM. o The following labor pricing is net new costs to the project: Service Description Quantity Unit Price Amount Make Ready Engineering Design Tech II 2 $130.00 $260.00 Pole Load Analysis Design Coordinator 2 $145.00 $290.00 Pole Data Collection Construction Manager 1.5 $175.00 $262.50 Pole Data Collection Construction Inspector 1.5 $140.00 $210.00 Pole Data Collection Field Manager 0.5 $200.00 $100.00 PE Stamps PE Stamps 2 $190.00 $380.00 TOTAL $1,502.50 Any revisions to any of the Contract Documents made by this Addendum shall be considered as the same revision to any and all related areas of the Contract Documents not specifically called out in this Addendum. Quentin Hart Mayor of Waterloo, Iowa City of Waterloo 11 /6/2025 Cole Henkle Vice President Design & Engineering EN Engineering, LLC Page 1 of 1 Page 802 of 865 CITY OF J ,ATERLOO �. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department MEETING DATE November 17, 2025 AGENDA ITEM TITLE Amended and Restated South Waterloo Unified Urban Renewal and Redevelopment Plan. RECOMMENDED COUNCIL ACTION SUMMARY STATEMENT AND BACKGROUND INFORMATION NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS SOURCE OF EXPENDITURES ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Amended and Restated South Waterloo Unified Urban Renewal and Redevelopment Plan Page 803 of 865 Prepared by Aric Schroeder, City of Waterloo, 715 Mulberry Street, Waterloo, IA, 50703 319-291-4366 Return to preparer after recording. AMENDED AND RESTATED SOUTH WATERLOO UNIFIED URBAN RENEWAL AND REDEVELOPMENT PLAN (2025) Page 804 of 865 TABLE OF CONTENTS Introduction and Background 1 Unified or Linked Areas 2 District Designation 3 Description 3 Base Values 3 Development Plan 3 Project Area Objectives 3 Type of Renewal Activities 4 Proposed Urban Renewal Activities 5 Financial Data 5 Special Financing 6 Property Acquisition/Disposition 7 Relocation 7 State and Local Requirements 7 Severability 7 Urban Renewal Plan Amendments 7 Effective Period 7 Attachments A. Boundary Map B. Urban Renewal Area Legal Description C. Study of Bonding Capacity D. Project Proposals and Budgets E. Acquisition Checklist F. Relocation Checklist G. Planning, Programming & Zoning Resolution H. Notification to Taxing Entities, and Record of Consultation I. Resolution Adopting Amended Plan J. Ordinance Adopting TIF District K. Notice of Public Hearing (Published) i Page 805 of 865 AMENDED AND RESTATED SOUTH WATERLOO UNIFIED URBAN RENEWAL AND REDEVELOPMENT PLAN CITY OF WATERLOO, IOWA INTRODUCTION AND BACKGROUND This Amended and Restated South Waterloo Unified Urban Renewal and Redevelopment Plan ("Plan" or "Urban Renewal Plan" or "Amended and Restated Plan") has been prepared to identify the objectives, activities, and projects that are intended to simulate private investment and alleviate blighted conditions in an area known as the South Waterloo Unified Urban Renewal and Redevelopment Plan Area (the "Urban Renewal Area" or "Amended and Restated Urban Renewal Area"). In order to achieve these objectives, the City of Waterloo shall undertake the urban renewal actions specified in this Plan, pursuant to the powers granted to it under Chapter 403 of the Iowa Code, Urban Renewal Law, and Chapter 15A of the Iowa Code. Under this Plan, the Urban Renewal Area includes the areas formerly designated as urban renewal areas under the Urban Renewal Plans for the Martin Road Development Plan Urban Renewal Area (the "Martin Road Plan Area"), as previously amended, and the San Marnan Urban Renewal and Redevelopment Plan Urban Renewal Area (the "San Marnan Plan Area"), as previously amended, each referred to herein as a "subarea." The urban renewal plan for the Martin Road Plan Area was originally adopted in 1996 by Resolution No. 1996-673, was amended by Amendment No. 1 in 2004 by Resolution No. 2004-522, and amended again in 2014 by Amendment No. 2 by Resolution No. 2014-903, and amended again in 2016 by Amendment No. 3 by Resolution No. 2016-197, and amended again in 2016 by Amendment No. 4 by Resolution No. 2016-904, and amended again in 2016 by Amendment No. 5 by Resolution 2016- 905, and amended again in 2022 by Amendment No. 6 by Resolution No. 2022-376, and amended again in 2025 by Amendment No. 7 by Resolution No. 2025- . The urban renewal plan for the San Marnan Plan Area was originally adopted in 1999 by Resolution No. 1999-499, and was amended again in 2004 by Amendment No. 1 by Resolution No. 2004-835, and amended again in 2009 by Amendment No. 2 by Resolution No. 2009-912, and amended again in 2017 by Amendment No. 3 by Resolution No. 2017-964, and amended again in 2017 by Amendment No. 4 by Resolution No. 2017-965, and amended again in 2019 by Amendment No. 5 by Resolution No. 2019-518, and amended again in 2020 by Amendment No. 6 by Resolution No. 2020-522, and amended again in 2024 by Amendment No. 7 by Resolution 2024-698, and amended again in 2024 by Amendment No. 8 by Resolution 2024-699, and amended again in 2025 by Amendment No. 9 by Resolution No. 2025- . In addition, this Plan adds additional property to the Amended and Restated Urban Renewal Area for potential future development, redevelopment, and infrastructure construction (the "2025 Expansions Area"). The Plan is an amendment and restatement of the existing urban renewal plans for the Martin Road Plan Area and the San Marnan Plan Area, and shall be viewed as a unified or consolidated plan for the purposes of fulfilling the development objectives of the Plan. The separate areas and amended areas of the prior plans will be maintained and observed for those purposes which are aided by or in need of the division of tax revenues, but the combined area comprising the 1 Page 806 of 865 Amended and Restated Urban Renewal Area shall be treated as one unified area for planning and development purposes. Each of the original areas and amended areas may be referenced to herein as "subareas" of the Plan. The division of taxation and the separation of incremental taxes authorized by Iowa Code Section 403.19 have been implemented in the existing Martin Road Plan Area and San Marnan Plan Area. Under the terms of this Plan and applicable tax increment ordinances, the tax increment mechanism described in Iowa Code Section 403.19 shall continue to apply to the existing subareas as currently provided, except on the 2025 Removals Area. Incremental taxes shall be determined separately with respect to each subarea of the Amended and Restated Urban Renewal Area, and when collected shall be applied, subject to such liens and priorities as may exist or be from time to time provided, to the Amended and Restated Area as a whole, as amended. This Plan provides updated information on objectives, types of renewal activities and financial information for the Amended and Restated Urban Renewal Area. UNIFIED OR LINKED AREAS In response to particular situations during the past years, the City of Waterloo has created, expanded and amended several urban renewal areas, covering different portions of the City. This Plan confirms the City's intention to link these urban renewal areas together into one Amended and Restated Urban Renewal Area. Changing economic conditions and development or redevelopment priorities makes it less advantageous to have separate areas. One of the objectives of this Plan is to unify or link these areas in order to maximize the future generation of incremental property tax revenues in order to promote economic development within the designated boundaries of the Amended and Restated Urban Renewal Area. The City is combining what are generally referred to as the Martin Road Plan Area (as amended) and the San Marnan Plan Area (as amended) to capitalize on the success and stability of the Plan Areas and to provide resources and to assist in the development of the Plan Areas. Specifically, the unification of the urban renewal areas under a single comprehensive plan will benefit the economic development of the City for the following reasons: 1. Providing additional resources to permit improvements to infrastructure to encourage growth and additional development or redevelopment within the Amended and Restated Urban Renewal Area; 2. Providing additional developmental areas for a diversified range of businesses, including commercial and industrial; 3. Stimulating commercial and industrial growth in the Urban Renewal Area, which includes areas that have previously been hampered by limited resources for commercial and industrial development and access to necessary City services; 4. Providing resources for in -fill opportunities within the Urban Renewal Area that will complement existing businesses and development opportunities; 2 Page 807 of 865 5. Enhance the image of the community by improving the aesthetics in the Urban Renewal Area by removing deteriorating buildings and conditions while improving transportation access to businesses located in the Urban Renewal Area; 6. Promote development and redevelopment in areas of the City. 7. Promote continued emphasis on furthering the economic development goals described in the City of Waterloo 2020 Strategic Development Plan. The adoption of this Plan will have no effect on any of the tax increment ordinances that have been adopted for any of the urban renewal areas, or on any of the tax base valuations or revenues that have been previously established for any of the urban renewal areas or amendment areas, except for the "2025 Removals Area". DISTRICT DESIGNATION With the adoption of this Plan, the City of Waterloo will continue to designate that portion of the Amended and Restated Urban Renewal Area formerly identified as the Martin Road Plan Area as an economic development area and will continue to designate that portion of the Amended and Restated Urban Renewal Area formerly identified as the San Marnan Plan Area as an economic development area, which are appropriate for the promotion of retail, commercial, and/or industrial development. DESCRIPTION The description of the Amended and Restated Urban Renewal Area is illustrated in Attachments A and A-1, and legally described in Attachment B. BASE VALUES Each of the existing areas being unified as a result of this Amended and Restated Plan will retain their separate existing base values for tax increment purposes. The base value for the 2025 Expansions Area will be the taxable valuation of that subarea as of January 1 of the calendar year preceding the effective date of the Tax Increment Financing (TIF) Ordinance or Ordinances that includes those particular subareas. DEVELOPMENT PLAN The goals and objectives of the Amended and Restated Plan are in conformity with the City of Waterloo's Comprehensive Plan and the land use policy and priorities that were adopted as part of the planning process. Both the Amended and Restated Plan and the Comprehensive Plan strive to maintain the City's role as a regional center of commerce and industry, assure land uses which will strengthen and complement existing appropriate land use relationships within the surrounding community, encourage sound growth and investment in the area, increase employment in the area by encouraging economic development, and provide economic incentives that may increase employment opportunities within the City. 3 Page 808 of 865 The Amended and Restated Plan does not in any way replace or modify the City's current land use planning or zoning regulation process. PROJECT AREA OBJECTIVES Renewal activities are designed to provide opportunities, incentives, and sites for community economic development purposes and blight remediation, including new and expanded retail, commercial, and industrial development. Objectives under this Plan include: 1. To stimulate, through public action and commitment, private investment in new commercial and industrial development. 2. To plan for and provide sufficient land for retail, commercial or industrial development. 3. To provide for the installation of public infrastructure and facilities in the Urban Renewal Area, which ultimately contribute to the sound development of the entire City. 4. To provide a more marketable and attractive investment climate. 5. To promote infill development in applicable areas. 6. To achieve a diversified, well-balanced economy providing a desirable standard of living, creating job opportunities, and strengthening the tax base. 7. To eliminate blighting influences and promote revitalization. TYPE OF RENEWAL ACTIVITIES To meet the objectives of this Urban Renewal Plan and to encourage the development of the area, the City intends to utilize the powers conferred under Iowa Code Chapter 403 and Chapter 15A, as follows: 1. To undertake and carry out urban renewal projects through the execution of contracts and other instruments. 2. To acquire land and to provide for the construction of specific site improvements such as grading and site preparation activities, access roads and parking, fencing, utility connections, and related activities. 3. To arrange for or cause to be provided the construction or repair of public infrastructure, including but not limited to, streets, water, storm sewer, sanitary sewer, public utilities, sidewalks, skywalks, street lights, public parks and open spaces, bike trails, landscaping or other related facilities, enhancements, and activities in connection with urban renewal projects. 4 Page 809 of 865 4. To make loans, forgivable loans, tax rebate payments or other types of economic development grants or incentives to private persons or businesses for economic development or blight remediation purposes on such terms as may be determined by the City Council. 5. To use tax increment financing to facilitate urban renewal projects, including, but not limited to, financing to achieve a more marketable and competitive land offering price and to provide for necessary physical improvements and infrastructure. 6. To borrow money and to provide security therefor. 7. To make or have made surveys and plans necessary for the implementation of the urban renewal program or specific urban renewal projects. 8. To provide contributions and/or incentives for appropriate redevelopment and infill development projects and for the elimination or remediation of blighting infuluences. 9. To acquire property through a variety of means (purchase, lease, option, etc.) and to hold, clear or prepare the property for redevelopment, or to dispose of property. 10. To use any or all other powers granted by the Urban Renewal Act to develop and provide for improved economic conditions for the City of Waterloo and the State of Iowa. PROPOSED URBAN RENEWAL PROJECTS 1. Certain urban renewal activities will continue over a period of years, such as the construction of public infrastructure and incentives to encourage increased employment and taxable value. The City may continue providing direct or indirect financial assistance to private persons or businesses as an incentive to locate or expand in the area. 2. Future land acquisition, as may be necessary, to further the economic development needs of the City. 3. Ongoing development of the Martin Road Plan Area and the San Marnan Plan Area as deemed advisable by the City to further stimulate and provide economic development opportunities for businesses interested in locating within the Amended and Restated Urban Renewal Area. 4. Pay all legal fees, consulting fees and related expenses associated with administration and operation of the Amended and Restated Urban Renewal Area. 5. Urban renewal projects that are anticipated to occur over a period of 1 to 6 years or more are described in more detail in Attachment D. 5 Page 810 of 865 FINANCIAL DATA For updated information about unused bonding capacity for the City of Waterloo, see Attachment C. Proposed amount of loans, advances, indebtedness or bonds to be incurred: A specific amount of debt to be incurred for the proposed urban renewal projects has not yet been determined. The projects authorized in this Plan are only proposed projects at this time. The City Council will consider each project proposal on a case -by -case basis to determine if it is consistent with the Plan and in the public's best interest to participate in the project. These projects, if approved, will commence and be concluded over a number of years. In no event will debt be incurred that would exceed the City's debt capacity. It is further expected that such indebtedness, including interest on the same, will be financed in whole or in part with tax increment revenues from the Urban Renewal Area. Subject to the foregoing, it is estimated that the cost of the proposed urban renewal projects as described above will be approximately $190,000,000 to $200,000,000. SPECIAL FINANCING To meet the objectives of this Urban Renewal Plan and to encourage private investment in and the development of the Urban Renewal Area, the City may determine to provide financial assistance to qualified private businesses through the making of loans, rebates or grants under all applicable provisions of the Iowa Code, including but not limited to Chapters 15 and 15A, and through the use of tax increment financing under Chapter 403. 1. Loans, Rebates or Grants. The making of loans or grants of public funds to private businesses within the Urban Renewal Area may be deemed necessary or appropriate for economic development purposes and to aid in the planning, undertaking and carrying out of urban renewal activities authorized under this Urban Renewal Plan and the Code of Iowa. Accordingly, in furtherance of the objectives of this Urban Renewal Plan, the City may determine to issue general obligation bonds, tax increment revenue bonds or such other obligations or loan agreements for the purpose of making loans or economic development grants of public funds to private businesses located in the Urban Renewal Area. Alternatively, the City may determine to use available funds for making such loans or grants with the intention to reimburse those funds with incremental taxes when or if available. 2. Tax Increment Financing. The City may utilize tax increment financing as a means to help pay for the costs associated with acquisition and the development of the Urban Renewal Area. General obligation bonds, tax increment revenue bonds, internal loans or such other obligations or loan agreements may be issued by the City. The City may elect to secure obligations or abate some or all of the debt service on bonds issued for the following costs with incremental taxes from the area (if and to the extent incurred by the City): 6 Page 811 of 865 a. Constructing public improvements, such as streets, sanitary sewers, storm sewers, water mains or other facilities. b. Making loans or grants to private businesses, including debt service payments on any bonds or notes issued to finance such loans or grants. c. Providing the local matching share of state or federal grant and loan programs. d. Other authorized urban renewal projects, including those described in Attachment D. Nothing herein shall be construed as a limitation on the power of the City to exercise any lawful power granted to the City under Chapter 15, Chapter 15A, Chapter 403, Chapter 427B, or any other provision of the Code of Iowa in furtherance of the objectives of this Urban Renewal Plan. PROPERTY ACQUISITION/DISPOSITION The City may finance or assist with financing the cost of land acquisitions in the Urban Renewal Area. The City will follow applicable legal proceedings and procedures for the acquisition and disposition of property (see Attachment E). RELOCATION The City does not expect there to be any relocation required of residents or businesses as part of the proposed urban renewal projects; however, if any relocation is necessary, the City will follow all applicable relocation requirements (see Attachment F). STATE AND LOCAL REQUIREMENTS All provisions necessary to conform to state and local laws will be complied with by the City and/or the developer in implementing this Urban Renewal Plan and its supporting documents, objectives and renewal activities. SEVERABILITY In the event one or more provisions contained in the Urban Renewal Plan, as amended, shall be held for any reason to be invalid, illegal, unauthorized or unenforceable in any respect, such invalidity, illegality, unauthorization or enforceability shall not affect any other provision of this Urban Renewal Plan, and this Urban Renewal Plan shall be construed and implemented as if such provisions had never been contained herein. URBAN RENEWAL PLAN AMENDMENTS This Urban Renewal Plan may be amended from time to time for a number of reasons, including but not limited to change in the area, to add or change land use controls and regulations, to modify goals or types of renewal activities, or to amend property acquisition and disposition 7 Page 812 of 865 provisions. The City Council may amend this Plan pursuant to appropriate procedures under Iowa Code Chapter 403. EFFECTIVE PERIOD This Plan will become effective upon its adoption by the City Council and will remain in effect until it is repealed by the City Council. Areas that are designated as economic development areas, the use of incremental property tax revenues or the "division of revenue," as those words are used in Iowa Code Chapter 403, currently is limited in duration under Iowa law. The use of tax increment financing revenues (including the amount of loans, advances, indebtedness or bonds which qualify for payment from the division of revenue provided in Iowa Code Section 403.19) by the City for activities carried out under this Plan shall be limited as deemed appropriate by the City Council and consistent with all applicable provisions of law. 8 Page 813 of 865 Attachment A DEPICTION OF SOUTH WATERLOO UNIFIED URBAN RENEWAL AND REDEVELOPMENT AREA See attached map. Page 814 of 865 Attachment "A" - South Waterloo Unified Boundary Map with Added Areas 111111IIIIIi= E1III11111IIII—AV 1111111111111 - I1..11111111.11l11111"1 11 m111111111111.mTz., ■�J�,�'. .IIII •! 111■►! 1:1111113 IIi11111 IIIII 111111111111111 _ ,g11p�1111 = „r11�lI11'11111111„=_=='n I,;,1111111`111,1II1I,,1I1I1.fI, _ 11111111I11iI.IIII1III,11111111111111I1IIIIIII1..=_- I ! �1'1a III':gain :OMn111111111N i__=- l, lo IIII1�1- III1Ig. „P..111111--_11P1IIII11111 111111111111„1-VIE -1111;-.I1I1I111 lll11 II 1_ .111111. 111111i:.11_�_ IIIII= =IIIII IIIII11111111:IIIm=-u11� 11�:=€IIII 11 I�illll ;: 111111111F; ..IIII. IIII==IIII IIIIIll1\ _.111111 nn3?III. 11111IIIII IIIIIIll1�-_ 11111111111111� �_IIIIII IIIII=-1�l HIM Im. nm_ =_nn WHIM =_uu1 _._111 ■ 11111.11111111111 IIII 1111 1111 1111II.1111111111. _, 1i1. 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Him �.irnn .1 i* 4 � 380\ •Jr- inHEE �� �. 1 ,�FM -rlil'l ,380 J I\ 11,i......1: .:1 WI !,��- = ' i Attachment "A-1" - South Waterloo Unified Boundary Map with Added Areas (Zoomed) ■W W� GRAM T� J W RIDGEWAY AVE" Added Area ATHENS DR CYCLONE p, JANE ST ■ �� TA% oRI CRABAPPLE - 7 LN 1,000 2,000 4,000 US Feet I I III �MAR+IN RD- BYRNBRAE ST DEVONSHIRE KENT CIR DIXONLI/LO i---cc DRILV'I mrw_ Qr Itq -i =W=IL- 1J cr-m - I 11E MEADOW m cn W SHAULIS RD Existing District Boundary Added Areas III Page 8[Li of8 5 Attachment B URBAN RENEWAL AREA LEGAL DESCRIPTIONS Martin Road Development Plan — original area (1996) (Original Martin Road Subarea) All portions of the Original area have been included in subsequent amendment subareas. Martin Road Development Plan — Amendment No. 1 area (2004) (Martin Road Amendment No. 1 Subarea) (as modified by Amendment No. 4 (2016), and Amendment No. 7 (2025)) Beginning at the point of intersection of the centerline of U.S. Highway 63 (Sergeant Rd.) and the North line of the Southeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West, thence East along the North line of said Southeast 1/4 of the Southwest 1/4 of said Section to the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.), thence Southwesterly along said right-of-way to its intersection with the West line of the Southeast 1/4 of the Southwest 1/4 of said Section, thence South 89°50'15" East a distance of 432.65', thence South 1°40'30" East to the South line of said Section, thence West along said South line to the point where it would intersect the Northerly extension of the East line of Tract A of Kingswood Second Addition to Waterloo, thence South along the extension of and the East line of Tract A to the Northwest corner of Lot 15, Kingswood First Addition, said point also being a point on the Easterly line of Lot 6 of South Waterloo Commercial Park, thence Southeasterly following the Easterly line of said Lot 6 to the most Southeasterly corner of said lot, thence Southwesterly and Westerly along the South line of said lot to an angle point on the South line of said Lot 6, which is also a point on the West line of Section 5, Township 88 North, Range 13 West, thence South along the West line of said Section to the North line of the Southeast 1/4 of the Southeast 1/4 of Section 6, Township 88 North, Range 13 West, thence West along the North line of the Southeast 1/4 of the Southeast 1/4 and the North line of the Southwest 1/4 of the Southeast 1/4 to a point on the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned), thence South 35°31'30" West 850.21 feet along said line, thence North 72°26'10" West 1005.02 feet, thence Westerly 637.85 feet along a 7,789.65 foot radius curve, concave Southerly, having a chord bearing North 75°14'03" West 637.67 feet, thence North 77°34'36" West 835.86 feet, thence North 06° 19'51" East 32.15 feet to the South line of the Northwest 1/4 of the Southwest 1/4 of Section 6, Township 88 North, Range 13 West, thence East along said line to the West line of the Northeast 1/4 of the Southwest 1/4 of said Section, thence North along the West line of the Northeast 1/4 of the Southwest 1/4 to the North line of the Northeast 1/4 of the Southwest 1/4 of said Section, thence East along said North line to a point on the East line of the West 440 feet of the East one-half of the Northwest fractional 1/4 of said Section, thence North along the East line of the West 440 feet of the East one-half of the Northwest fractional 1/4 to the North line of said Page 817 of 865 Section 6, thence East along the North line of said Section 6, which is also the South line of Section 32, Township 89 North, Range 13 West, to the West line of the East 475 feet of the Southwest 1/4 of the Southeast 1/4 of Section 32, thence North 790 feet along said West line, thence East 475 feet to the West line of the Southeast 1/4 of the Southeast 1/4 of said Section, thence South along the West line of the Southeast 1/4 of the Southeast 1/4 to the South line of Section 32, thence East along the South line of Section 32, Township 89 North, Range 13 West, and Section 33, Township 89 North, Range 13 West, to the centerline of U.S. Highway 63 (Sergeant Rd.), thence Northeasterly along said centerline to the point of beginning, all in the City of Waterloo, Black Hawk County, Iowa. Except the following areas removed from the Amendment No. 1 area by Amendment No. 4 (2016): Beginning at the point of intersection of the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.) and the West line of the Southeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West, thence South 89°50'15" East a distance of 432.65', thence South 1°40'30" East to the South line of said Section, thence West along said South line to the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.), thence Northerly and Northeasterly along said Southeasterly right-of-way line to the point of beginning. Also except beginning at a point on the East line of Lot 16 of Kingswood Second Addition that is 250 feet North of the South line of said Lot 16, thence Southerly and Southeasterly along the East line of said Lot 16 and the East line of Lot 6 of South Waterloo Commercial Park to the Easterly most corner of said Lot 6, thence Southwesterly and Westerly along the South line of said Lot 6 to its intersection with the East line of Section 6, Township 88 North, Range 13 West, thence South along the East line of Section 6 to the Northeast corner of the Southeast 1/4 of the Southeast 1/4 of Section 6, thence West along the North line of the Southeast 1/4 of the Southeast 1/4 of Section 6 to the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.), thence Northeasterly along the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.) to the Northerly most corner of Lot 3 of South Waterloo Commercial Park, thence Southeasterly along the Northeasterly line of said Lot 3 and an extension of the Northeasterly line of said Lot 3 to its intersection with the Northwesterly line of Lot 6 of South Waterloo Commercial Park, thence Northeasterly along the Northwesterly line of said Lot 6 and the Northwesterly line of Lot 16 of Kingswood Second Addition to its intersection with a line that is 250 feet North of the South line of said Lot 16, thence East along a line that is 250 feet North of the South line of said Lot 16 to the point of beginning. Also except beginning at the Southerly most corner of Greenbelt Centre Plat No. 6, thence Southwesterly along the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned) to its intersection with the Northeasterly right-of-way line of Greyhound Drive, thence Northwesterly and Northerly along the Northeasterly and Easterly right-of-way line of Greyhound Drive to the Southwest corner of Greenbelt Centre Plat No. 3, thence East along the South line of Greenbelt Centre Plat No. 3 and the South line of Greenbelt Centre Plat No. 5 to the Southeast comer of Greenbelt Centre Plat No. 5, thence South and Southwest along the Westerly and Northwesterly right-of-way line of Titan Trail to the Westerly most corner of 2 Page 818 of 865 Greenbelt Centre Plat No. 2, thence Southeast along the Southwest line of Greenbelt Centre Plat No. 2 to the Northerly most corner of Greenbelt Centre Plat No. 6, thence Southwesterly along the Northwesterly line of Greenbelt Centre Plat No. 6 to the Westerly most corner of Greenbelt Centre Plat No. 6, thence Southeasterly along the Southwesterly line of Greenbelt Centre Plat No. 6 to the point of beginning. Also except beginning at the Southwest corner of the Northeast 1/4 of the Southwest 1/4 of Section 6, Township 88 North, Range 13 West, thence North along the West line of the Northeast 1/4 of the Southwest 1/4 of said Section 6 to the Northwest corner of the Northeast 1/4 of the Southwest 1/4 of said Section 6, thence East along the North line of the Northeast 1/4 of the Southwest 1/4 and the Northwest 1/4 of the Southeast 1/4 of said Section 6 to the Westerly right-of-way line of Greyhound Drive, thence Southerly along the Westerly right-of-way line of Greyhound Drive to its intersection with the South line of the Northwest 1/4 of the Southeast 1/4 of said Section 6, thence West along the South line of the Northwest 1/4 of the Southeast 1/4 and the South line of the Northeast 1/4 of the Southwest 1/4 of said Section 6 to the point of beginning Also except the East % of the Northwest Fractional 1/4 of Section 6, Township 88 North, Range 13 West lying Easterly of the Westerly 440 feet of said Northwest Fractional 1/4 and that part of the Northeast Fractional 1/4 of said Section 6 lying Westerly of the Westerly right-of-way line of Greyhound Drive, but not excepting the portion of the above described area platted as Lot 1 and Tract A of Greenbelt Centre Plat No. 1, and not excepting the portion of the above described area platted as Lot 2 of Greenbelt Centre Plat No 4. Also except Lot 1 of Greenbelt Centre Plat No. 2. Also except Lot 2, Lot 3, and the portion of Lot 1 lying Easterly of the Westerly 150 feet of Lot 1 of Greenbelt Centre Plat No. 3. Also except Lots 1 thru 12 of Greenbelt Centre Plat No. 5. Also except Lot 1 of Deer Creek Plat No. 2. And also except that part of the Southwest 1/4 of the Southeast 1/4 of Section 32, Township 89 North, Range 13 West, described as beginning at the Southeast Corner of said Southwest 1/4 of the Southeast 1/4, thence West 475 feet, thence North 790 feet, thence East 475 feet, thence South 790 feet to the point of beginning And except the following area removed from the Amendment No. 1 area by Amendment No. 7 (2025): The South Two Hundred Fifty (250.00) feet of Lot No. Sixteen (16), Kingswood Second Addition, Waterloo, Black Hawk County, Iowa. Martin Road Development Plan — Amendment No. 2 area (2014) (Martin Road Amendment No. 2 Subarea) (as modified by Amendment No. 4 (2016)) Beginning at the intersection of the North line of the Southeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West and the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Road); thence Southwesterly along said right-of-way to its intersection with the West line of the Southeast 1/4 of the Southwest 1/4 of said Section 33; thence South 89°50'15" 3 Page 819 of 865 East a distance of 432.65'; thence South 1°40'30" East to the South line of said Section; thence East along said South line to the Southeast corner of the Southeast 1/4 of the Southwest 1/4 of said Section 33; thence North along the East line of said Southeast 1/4 of the Southwest 1/4 of Section 33 to the Northeast corner of the said Southeast 1/4 of the Southwest 1/4 of Section 33; thence West along the North line of said Southeast 1/4 of the Southwest 1/4 of Section 33 to the point of beginning; And also: Beginning at a point on the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned) that is South 35°31'30" West 850.21 feet from a point on said Northwesterly right-of-way line that intersects the North line of the Southwest 1/4 of the Southeast 1/4 of Section 6, Township 88, Range 13; thence South to the centerline of U.S. Highway 20 as presently established; thence Southeasterly along the centerline of U.S. Highway 20 as presently established to its intersection with the East line of Section 7, Township 88 North, Range 13 West; thence Southerly along the East line of said Section 7 to a point that is 745.6 feet South of the Northeast corner of said Section 7; thence West 70.6 feet; thence South 419.6 feet; thence Southerly 265.5 feet along a 407.5' radius curve concave Westerly having a chord bearing South 18°40' West 260.8 feet; thence South 37°20' West 149.5 feet; thence North 52°17.5' West 643.0 feet; thence South 37°42' West 450 feet; thence continuing South 37°42' West to the Southeasterly most corner of the following described parcel; the North 17.06 acres of the South 1/2 of the Northeast 1/4 of Section 7, Township 88 North, Range 13 West located West of road, and except that part of Timberline Patio Homes plat bounded as follows: commencing at a point on the centerline of West 4th Street which is 626.32 feet Southwest of the intersection of said centerline with the East line of said Section 7, thence North 89°30' West 881.76 feet, thence North 37°21'30" East 837.49 feet, thence South 52°38'30" East 710 feet, thence Southwesterly along the centerline of West 4th Street to the point of beginning, and except Highway, and except that part of the Northeast 1/4 of said Section 7 described as follows: beginning at a point on the West line of said Northeast 1/4 which is 1,218 feet South of the Northwest corner of said Northeast 1/4, thence North 78°47'45" East 208.37 feet, thence South 35°6' 15" West 352.10 feet to the West line of said Northeast 1/4, thence Northwest to the point of beginning, and except that part platted as Ekho Ridge Addition; thence Northwesterly along the Southwesterly line of said described parcel to its intersection with the West line of the Northeast 1/4 of said Section 7; thence Southerly along the West line of the Northeast 1/4 of said Section 7 to the center of said Section 7; thence South 89°46'50" West 99.19 feet along the North line of the Southwest 1/4 of said Section 7; thence South 665.54 feet to the Westerly most corner of Lot 3 of Nottingham Heights Addition; thence Westerly along the South line of the North 1/2 of the North 1/2 of the Southwest 1/4 of said Section 7 to the Northeast corner of Lot C-1 of Southland Park Third Addition; thence Southeasterly along the Northeasterly line of said Lot C-1 to the Easterly most corner of said Lot C-1; thence southwesterly along the Southeasterly line of said Lot C-1 and an extension of the Southeasterly line of said Lot C-1 to the centerline of Charm Drive; thence Northwesterly, Westerly, and Southwesterly along the Centerline of Charm Drive to its intersection with a point on the Southwest line of Southland Park 4th Addition; thence Northwesterly and Northeasterly 4 Page 820 of 865 following the Southwesterly lines of Southland Park 4th Addition to the Southerly most corner of Lot C-8 of said addition; thence Northwesterly along the Southwesterly line of said Lot C-8 to the Westerly most corner of said Lot C-8; thence Southwesterly along the Southeasterly right-of- way line of U.S. Highway 63 to the Northerly most corner of the following described parcel: Unplatted Waterloo West, a part of the Southwest 1/4 of Section 7, Township 88 North, Range 13 West, beginning at a point on the West line of said Section 7 which is 1,066.45 feet North of the Southwest corner of said Section 7, thence North 36°2' East 44 feet, thence South 53°58' East 500 feet, thence South 36°2' West 344 feet, thence North 53°58' West 281.77 feet to the West line of said Section 7, thence North 370.98 feet to the point of beginning; thence Southeasterly along the Northeasterly line of said described parcel to the Easterly most corner of said described parcel; thence Southwesterly along the Southeasterly line of said described parcel to the Southerly most corner of said described parcel; thence South 53°58' East a distance of 107.59'; thence South 35°16'20" West a distance of 139.64'; thence Southwesterly in a straight line to a point on the West line of said Section 7 that is 33 feet North of the Southwest corner of said Section 7; thence South 33' to the Southwest corner of said Section 7; thence Westerly along the South line of Section 12 of Township 88 North, Range 14 West to the intersection of the South line of said Section 12 and a line 1,000' Northwesterly of and parallel to the Northwesterly right- of- way line of the Chicago Great Western Railroad (now abandoned); thence Northeasterly 935 feet along said parallel line; thence Southeasterly at a right angle 500 feet; thence Northeasterly at a right angle 878.6 feet; thence Northwesterly at a right angle to the North line of the South 1/2 of the Southeast 1/4 of said Section 12; thence continuing Northwesterly along the last bearing to the intersection with a line 1,000' Northwesterly of and parallel to the Northwesterly right-of- way line of the Chicago Great Western Railroad (now abandoned); thence Northeasterly along said parallel line to its intersection with the Northeasterly right-of-way line of the Cedar Falls Branch Line of the C NW Transportation Co. (now abandoned); thence Northwesterly along said Northeasterly right-of-way line to its intersection with the North line of the Northeast 1/4 of the Southeast 1/4 of Section 12, Township 88 North, Range 14 West; thence East along said North line and the North line of the Northwest 1/4 of the Southwest 1/4 of Section 7, Township 88 North, Range 13 West to its intersection with the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned); thence Northeasterly along said Northwesterly right-of-way line to the centerline of Ranchero Road as presently established; thence Northwesterly and Westerly along said centerline of Ranchero Road to the Southwest corner of Section 6, Township 88 North, Range 13 West; thence Northerly along the West line of said Section 6 to the Northwest corner of the Southwest fractional 1/4 of the Southwest fractional 1/4 of said Section 6; thence North 89°42'54" East a distance of 818.14 feet; thence South 06°19'51" West a distance of 32.15 feet; thence South 77°34'36" East a distance of 835.86 feet; thence Easterly 637.85 feet along a 7,789.65 foot radius curve, concave Southerly, having a chord bearing South 75°14'03" East 637.67 feet; thence South 72°26' 10" East 1005.02' to the point of beginning Except the following area removed from the Amendment No. 2 area by Amendment No. 4 (2016): Beginning at the intersection of the Northeasterly right-of-way line of the Cedar Falls 5 Page 821 of 865 Branch Line of the CNW Transportation Co. (now abandoned) and a line that is 1,000 feet Northwesterly of and parallel to the Northwesterly right-of-way line of the Chicago Great Western Railroad (no abandoned), thence Northwesterly along said Northeasterly right-of-way line of the Cedar Falls Branch Line of the CNW Transportation Co. to its intersection with the North line of the Northeast 'A of the Southeast'/4 of Section 12, Township 88 North, Range 14 West, thence East along said North line to the East line of said Section 12, thence South along the East line of said Section 12 to the Southeast corner of the Northeast'/4 of the Northeast1/4 of the Southeast 1/4 of said Section 12, thence West along the South line of the Northeast 1/4 of the Northeast 1/4 of the Southeast 1/4 of said Section 12 to the Northeasterly right-of-way line of the Cedar Falls Branch Line of the CNE Transportation Co., thence Northwesterly along said Northeasterly right-of-way line to the point of beginning. Martin Road Development Plan — Amendment No. 3 area (2016) (Martin Road Amendment No. 3 Subarea) Parcel "D" according to Plat of Survey filed on 1/28/2015 as Doc. No. 2015-12088, as described as: That part of the Southwest Quarter (SW1/4) of the Southeast Quarter (SE1) of Section Thirty- three (33), Township Eighty-nine North (T89N), Range Thirteen West (R13W) of the Fifth Principal Meridian, Waterloo, Black Hawk County, Iowa, described as follows: Beginning at the Southwest corner of aforesaid Southwest Quarter (SW1/4) of the Southeast Quarter (SE1/4); thence N01°52'25"W Thirty-three (33.00) feet along the West line of said Southwest Quarter (SW1/4) of the Southeast Quarter (SE1/4) to the North Right -of -Way line of Ridgeway Avenue; thence N01°53'44"W Six Hundred Twenty-four and Twenty-six Hundredth (624.26) feet still along said West line to the Southeast corner of Parcel "K", Document No. 2003-27008 in the Black Hawk County Recorder's Office; thence N01 °37' 11 "W Six Hundred Sixty-seven and Fifty-two Hundredths (667.52) feet along the East line of said Parcel "K" to the Northwest corner of aforesaid Southwest Quarter (SW1/4) of the Southeast Quarter (SEA), which is also on the South line of Jane Addition; thence N89°14'00"E Two Hundred Ninety-five and Eighty-eight Hundredths (295.88) feet along the South line of said Jane Addition to the Southeast corner of said Jane Addition; thence S01°45'23"E One Thousand Three Hundred Twenty-four and Sixteen Hundredths (1324.16) feet to the South line of aforesaid Southwest Quarter (SW1/4) of the Southeast Quarter (SE1/4); thence S89°06'56"W Two Hundred Ninety-five and Eighty-eight Hundredths (295.88) feet along said South line to the point of beginning. Martin Road Development Plan — Amendment No. 5 area (2016) (Martin Road Amendment No. 5 Subarea) Beginning at a point on the East line of Section 32, Township 89 North, Range 13 West that is four hundred twenty (420) feet South of the Northeast corner of the Northeast 1/4 of the Southeast 1% of said Section 32, thence South along said East line to its intersection with the northerly right- of-way line of Martin Road, thence Northeasterly and Easterly along said right-of-way line and 6 Page 822 of 865 an extension thereof to its intersection with the centerline of U.S. Highway 63, thence Southwesterly along said centerline to its intersection with the West line of the Northeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West, thence North along said West line to its intersection with a line that is 1,789.59 feet North of the South line of said Section 33, thence West along said line that is 1,789.59 feet North of the South line of said Section 33 to its intersection with the East line of Section 32, Township 89 North, Range 13 West, thence South along the East line of said Section 32 to its intersection with an Easterly extension of the North line of Lot 1 of Brock Addition, thence West along an Easterly extension of the North line of said Lot 1 and the North line of said Lot 1 to the Northwest corner of said Lot 1, thence South along the West line of said Lot 1 and a Southerly extension of the West line of said Lot 1 to the South line of said Section 32, thence West along the South line of said Section 32 to the Southwest corner of the Southeast 1/4 of the Southeast 1/4 of Section 32, thence North to the Southwest corner of the Northeast 1/4 of the Southeast 1/4 of said Section 32, thence Northeasterly to a point that is nine hundred ninety (990) feet East of and six hundred seventy five (675) feet North of the Southwest corner of the Northeast 1/4 of the Southeast 1/4 of said Section 32, thence continuing Northeasterly to the point of beginning. Also, beginning at the point of intersection of the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.) and the West line of the Southeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West, thence South 89°50'15" East a distance of 432.65', thence South 1°40'30" East to the South line of said Section, thence West along said South line to the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.), thence Northerly and Northeasterly along said Southeasterly right-of-way line to the point of beginning Also except beginning at a point on the East line of Lot 16 of Kingswood Second Addition that is 250 feet North of the South line of said Lot 16, thence Southerly and Southeasterly along the East line of said Lot 16 and the East line of Lot 6 of South Waterloo Commercial Park to the Easterly most corner of said Lot 6, thence Southwesterly and Westerly along the South line of said Lot 6 to its intersection with the East line of Section 6, Township 88 North, Range 13 West, thence South along the East line of Section 6 to the Northeast corner of the Southeast 1/4 of the Southeast 1/4 of Section 6, thence West along the North line of the Southeast 1/4 of the Southeast 1/4 of Section 6 to the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.), thence Northeasterly along the Southeasterly right-of-way line of U.S. Highway 63 (Sergeant Rd.) to the Northerly most corner of Lot 3 of South Waterloo Commercial Park, thence Southeasterly along the Northeasterly line of said Lot 3 and an extension of the Northeasterly line of said Lot 3 to its intersection with the Northwesterly line of Lot 6 of South Waterloo Commercial Park, thence Northeasterly along the Northwesterly line of said Lot 6 and the Northwesterly line of Lot 16 of Kingswood Second Addition to its intersection with a line that is 250 feet North of the South line of said Lot 16, thence East along a line that is 250 feet North of the South line of said Lot 16 to the point of beginning. Also, beginning at the Southerly most corner of Greenbelt Centre Plat No. 6, thence Southwesterly along the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned) to its intersection with the Northeasterly right-of-way line of Greyhound Drive, 7 Page 823 of 865 thence Northwesterly and Northerly along the Northeasterly and Easterly right-of-way line of Greyhound Drive to the Southwest corner of Greenbelt Centre Plat No. 3, thence East along the South line of Greenbelt Centre Plat No. 3 and the South line of Greenbelt Centre Plat No. 5 to the Southeast comer of Greenbelt Centre Plat No. 5, thence South and Southwest along the Westerly and Northwesterly right-of-way line of Titan Trail to the Westerly most corner of Greenbelt Centre Plat No. 2, thence Southeast along the Southwest line of Greenbelt Centre Plat No. 2 to the Northerly most comer of Greenbelt Centre Plat No. 6, thence Southwesterly along the Northwesterly line of Greenbelt Centre Plat No. 6 to the Westerly most corner of Greenbelt Centre Plat No. 6, thence Southeasterly along the Southwesterly line of Greenbelt Centre Plat No. 6 to the point of beginning. Also, beginning at the Southwest corner of the Northeast 1/4 of the Southwest 1/4 of Section 6, Township 88 North, Range 13 West, thence North along the West line of the Northeast'/4 of the Southwest 3/4 of said Section 6 to the Northwest corner of the Northeast 3/4 of the Southwest 3/4 of said Section 6, thence East along the North line of the Northeast 3/4 of the Southwest 3/4 and the Northwest 1/4 of the Southeast 1/4 of said Section 6 to the Westerly right-of-way line of Greyhound Drive, thence Southerly along the Westerly right-of-way line of Greyhound Drive to its intersection with the South line of the Northwest 1/4 of the Southeast 1/4 of said Section 6, thence West along the South line of the Northwest 1/4 of the Southeast 1/4 and the South line of the Northeast 1/4 of the Southwest 1/4 of said Section 6 to the point of beginning. Also, the East 1/2 of the Northwest Fractional 1/4 of Section 6, Township 88 North, Range 13 West lying Easterly of the Westerly 440 feet of said Northwest Fractional 1/4 and that part of the Northeast Fractional 1/4 of said Section 6 lying Westerly of the Westerly right-of-way line of Greyhound Drive, except the portion of the above described area platted as Lot 1 and Tract A of Greenbelt Centre Plat No. 1, and except the portion of the above described area platted as Lot 2 of Greenbelt Centre Plat No 4. Also, Lot 1 of Greenbelt Centre Plat No. 2. Also, Lot 2, Lot 3, and the portion of Lot 1 lying Easterly of the Westerly 150 feet of Lot 1 of Greenbelt Centre Plat No. 3. Also, Lots 1 thru 12 of Greenbelt Centre Plat No. 5. Also, Lot 1 of Deer Creek Plat No. 2. Also, that part of the Southwest 1/4 of the Southeast 1/4 of Section 32, Township 89 North, Range 13 West, described as beginning at the Southeast Corner of said Southwest 1/4 of the Southeast 1/4, thence West 475 feet, thence North 790 feet, thence East 475 feet, thence South 790 feet to the point of beginning. Martin Road Development Plan — Amendment No. 6 area (2022) (Martin Road Amendment No. 6 Subarea) Beginning at the intersection of the centerline of U.S. Highway 63 and the West line of the Northeast 1/4 of the Southwest 1/4 of Section 33, Township 89 North, Range 13 West, thence North along said West line to its intersection with a line that is 1,789.59 feet North of the South 8 Page 824 of 865 line of said Section 33, thence West along said line that is 1,789.59 feet North of the South line of said Section 33 to its intersection with the East line of Section 32, Township 89 North, Range 13 West, thence South along the East line of said Section 32 to its intersection with an Easterly extension of the North line of Lot 1 of Brock Addition, thence West along an Easterly extension of the North line of said Lot 1 and the North line of said Lot 1 to the Northwest corner of said Lot 1, thence South along the West line of said Lot 1 and a Southerly extension of the West line of said Lot 1 to the South line of said Section 32, thence East along the South line of said Section 32 and the South line of said Section 33 to the centerline of U.S. Highway 63, thence Northeasterly along the centerline of U.S. Highway 63 to the point of beginning. Also, beginning at the intersection of the Northerly right-of-way line of Martin Road and the Northwesterly right-of-way line of the Chicago Great Western Railroad (now abandoned), thence Northeasterly along said Northwesterly right-of-way to the centerline of W 3rd Street, thence East along the centerline of W 3rd Street to its intersection with a Northerly extension of the centerline of Orange Grove Avenue, thence South along said Northerly extension of the centerline of Orange Grove Avenue and the centerline of Orange Grove Avenue to the centerline of Campbell Avenue, thence East along the centerline of Campbell Avenue to the centerline of Fletcher Avenue, thence South and Southeasterly along the centerline of Fletcher Avenue to the centerline of W 4th Street, thence Southwesterly along the centerline of W 4th Street to the centerline of Martin Road, thence West along the centerline of Martin Road to the centerline of Ansborough Avenue, thence North along the centerline of Ansborough Avenue to its intersection with the Southeasterly right-of-way line of U.S. Highway 63, thence Southwesterly along the Southeasterly right-of-way line of U.S. Highway 63 to its intersection with the East line of the West 75 feet of Lot 23 of Park View Gardens, thence South along said East line to its intersection with the North right-of-way line of Upland Drive, thence West along the North right-of-way line of Upland Drive to its intersection with the Southeasterly right-of-way line of U.S. Highway 63, thence Southwesterly along the Southeasterly right-of-way line of U.S. Highway 63 to its intersection with the Northerly right-of-way line of Martin Road, thence West along the Northerly right-of-way line of Martin Road to the point of beginning. San Marnan Urban Renewal and Redevelopment Plan — original area (1999) (Original San Marnan Subarea) A part of the NW 1/4 of the NE 1/4, NE 1/4 of the NE 1/4 and the SW 1/4 of the NE 1/4 of Section 9-88-13, Waterloo, Black Hawk County, Iowa, described as follows: Commencing at the Northeast corner of the NW 1/4 of the NE 1/4 of said Section 9; thence S 00°26'14" E along the East Line of the NW 1/4 of the NE 1/4 of said Section 9 a distance of 463.53 feet to the point of beginning; thence S 89°03'48" E a distance of 110.02 feet; thence Northeasterly along a curve concave Northwesterly having a radius of 82.72 feet and a long chord bearing N 64°43'56" E a distance of 75.66 feet to the Northerly R-O-W line of Tower Park Drive as platted in Tower Park, Waterloo, Black Hawk County, Iowa; thence S 51 °28' 16" E 9 Page 825 of 865 along the Westerly end of said Tower Park Drive a distance of 60.00 feet; thence Southwesterly along a curve concave Northwesterly having a radius of 142.72 feet and a long chord bearing S 64°43'57" W a distance of 130.55 feet; thence N 89°03'48" W a distance of 58.09 feet; thence Southerly along a curve concave Southeasterly having a radius of 20.00 feet and a long chord bearing S 45°14'59" W a distance of 31.90 feet; thence S 00°26'14" E a distance of 346.22 feet; thence N 89°34' 11" W a distance of 30.00 feet to the East line of the NW 1/4 of the NE 1/4 of said Section 9; thence S 00°26'14" E along the East line of the NW 1/4 of the NE 1/4 and the East line of the SW 1/4 of the NE 1/4 of said Section 9 a distance of 470.00 feet to the Northerly R-O-W of U.S. Hwy. 20; thence N 89°34'11" W along said Northerly R-O-W a distance of 780.00 feet; thence N 00°26'14" W a distance of 530.00 feet; thence S 89°34'11" E a distance of 750.00 feet; thence N 00°26'14" W a distance of 367.24 feet; thence S 89°03'48" E a distance of 30.01 feet to the point of beginning, all in the City of Waterloo, Black Hawk County, Iowa. The East line of the NW 1/4 of the NE 1/4 of Section 9-88-13, Waterloo, Black Hawk County, Iowa is assumed to bear S 00°26'14" E. Note: The above described Original San Marnan Subarea is within the urban renewal plan area, but is no longer within a TIF district. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 1 area (2004) (San Marnan Amendment No. 1 Subarea) (as modified by Amendment No. 3 (2017), Amendment No. 5 (2019), and Amendment No. 7 (2024)) Beginning at the intersection of the centerlines of W. 4th Street and West San Marnan Drive, thence Easterly along the centerline of West San Marnan Drive to the point where the centerline of Johnathon Street extended would intersect said centerline, thence South and Southeasterly along the extension of the centerline and the centerline of Johnathon Street to the South line of Tower Park Drive, thence Southwesterly along an arc following the Southerly line of Tower Park Drive to the Westerly line of Tract A of Tower Park Addition, thence South 45°26' 14" East a distance of 173.84 feet, to a point on the Southwesterly line of Lot 1 Tower Park Addition, thence following said line of Lot 1 57.3 feet along a 64 foot radius curve, thence South 45°26' 14" East 52 feet to the point of intersection of Lot 1 and Tract A, thence South 54°48' 14" East to the most Southerly corner of Tract A, thence in a straight line to the most Westerly corner of Lot 1 of Tower Park No. 2, thence East along the South line of said Lot 1 and an extension thereof to the centerline of Kimball Avenue, thence South along the centerline of Kimball Avenue to the centerline of U.S. Highway 20, thence Easterly along the centerline of U.S. Highway 20 to its intersection with the East line of the West 3/4 of Section 10 Township 88 Range 13, thence South along the East line of the West 3/4 of said Section 10 to the South line of said Section, thence West along the South line of Section 10 Township 88 Range 13 to the Southwest corner of said Section, thence continuing West along the South line of Section 9 Township 88 Range 13 to the Southwest corner of said Section, thence West 466 feet along the 10 Page 826 of 865 South line of Section 8 Township 88 Range 13, thence North 466 feet, thence East 466 feet to the East line of said Section 8, thence North along the East line of said Section to its intersection with the centerline of U.S. Highway 20, thence Westerly along said centerline to its intersection with the centerline of West 4th Street, thence North along the centerline of West 4th Street to the centerline of San Marnan Drive, said point being the point of beginning, except that part described as follows: A part of the NW 1/4 of the NE 1/4, NE 1/4 of the NE 1/4 and the SW 1/4 of the NE 1/4 of Section 9-88-13, Waterloo, Black Hawk County, Iowa, described as follows: Commencing at the Northeast corner of the NW 1/4 of the NE 1/4 of said Section 9; thence S 00°26'14" E along the East Line of the NW 1/4 of the NE 1/4 of said Section 9 a distance of 463.53 feet to the point of beginning; thence S 89°03'48" E a distance of 110.02 feet; thence Northeasterly along a curve concave Northwesterly having a radius of 82.72 feet and a long chord bearing N 64°43'56" E a distance of 75.66 feet to the Northerly R-O-W line of Tower Park Drive as platted in Tower Park, Waterloo, Black Hawk County, Iowa; thence S 51 °28' 16" E along the Westerly end of said Tower Park Drive a distance of 60.00 feet; thence Southwesterly along a curve concave Northwesterly having a radius of 142.72 feet and a long chord bearing S 64°43'57" W a distance of 130.55 feet; thence N 89°03'48" W a distance of 58.09 feet; thence Southerly along a curve concave Southeasterly having a radius of 20.00 feet and a long chord bearing S 45°14'59" W a distance of 31.90 feet; thence S 00°26'14" E a distance of 346.22 feet; thence N 89°34'11" W a distance of 30.00 feet to the East line of the NW 1/4 of the NE 1/4 of said Section 9; thence S 00°26'14" E along the East line of the NW 1/4 of the NE 1/4 and the East line of the SW 1/4 of the NE 1/4 of said Section 9 a distance of 470.00 feet to the Northerly R-O-W of U.S. Hwy. 20; thence N 89°34'11" W along said Northerly R-O-W a distance of 780.00 feet; thence N 00°26'14" W a distance of 530.00 feet; thence S 89°34'11" E a distance of 750.00 feet; thence N 00°26'14" W a distance of 367.24 feet; thence S 89°03'48" E a distance of 30.01 feet to the point of beginning, all in the City of Waterloo, Black Hawk County, Iowa. The East line of the NW 1/4 of the NE 1/4 of Section 9-88-13, Waterloo, Black Hawk County, Iowa is assumed to bear S 00°26'14" E. Except the following 5 areas removed from the Amendment No. 1 area by Amendment No. 3 (2017): Area 1: That part of the above described Amendment No. 1 area located in Section 9 and 10 of T88 R13 lying Southerly of the centerline of US Highway 20. Area 2: That part of the above described Amendment No. 1 area located in Section 8 of T88 R13, but not excepting that part of said Section 8 described as Beginning at the intersection of the East line of the NE 1/4 of said Section 8 and an Easterly extension of the South line of the parcel of 11 Page 827 of 865 land described in Land Deed Book 543, Page 141, in the Black Hawk County Recorder's Office; thence S89°40'05"W 49.00'; thence continuing S89°40'05"W 188.62'; thence S89°05'28"W to the Easterly right-of-way line of Galactic Drive; thence Northerly along said Easterly right-of- way line and an extension of said Easterly right-of-way line to the centerline of West San Marnan Drive; thence Easterly along said centerline to a point that would intersect a Northerly extension of the East line of said Section 8; thence Southerly along said Northerly extension and the East line of said Section 8 to the Point of Beginning. Area 3: That part of the above described Amendment No. 1 area described as Beginning at the intersection of the centerline of West San Marnan Drive and the Northerly extension of the West line of the Northeast'/4 of the Northwest'/4 of Section 9, T88 R13; thence Southerly along said Northerly extension and said West line to the Northerly right-of-way line US Highway 20; thence Easterly along said Northerly right-of-way line to the Southwest corner of Lot 1 of Tower Technology Park Plat No. 1; thence Northerly along the Westerly line of said Lot 1 to the Northwest corner of said Lot 1; thence Northerly along the Westerly most line of Tract A of Tower Technology Park Plat No. 1 to the Northwest corner of said Tract A that is on said Westerly most line of said Tract A; thence Easterly along the Northerly right-of-way line of Fisher Drive, as presently established, to a point that is N89°34'50"W 50.00' from the Southwest corner of Lot 3 of Tower Park No. 5; thence NO°26'00"W 310.66' to the Southerly right-of-way line of Tower Park Drive, as presently established; thence Easterly along said Southerly right-of- way line to a point where a Southerly extension of the West line of Lot 2 of Tower Park No. 5 would intersect; thence Northerly along a Southerly extension of said West line, along said West line, and along a Northerly extension of said West line to the centerline of West San Marnan Drive; thence Westerly along said centerline to the point where a Northerly extension of the Easterly line of Lot 1 of Tower Park No. 6 would intersect; thence Southerly along said Northerly extension and said Easterly line to the Southeast corner of said Lot 1; thence Westerly along the South line of said Lot 1 to the Southwest corner of said Lot 1; thence Northerly along the Easterly right-of-way line of Hurst Drive and a Northerly extension of said Easterly right-of- way line to the centerline of West San Marnan Drive; thence Westerly along said centerline of West San Marnan Drive to the Point of Beginning Area 4: That part of the above described Amendment No. 1 area described as: Lot 1, Tract A, and Tract B of Tower Park No. 4. Area 5: That part of the above described Amendment No. 1 area described as: Lot A and Lot 3 except the East 21.99 feet of Lot 3 of Country Club Business Center Addition, and Lot 2 of Country Club Business Center Second Addition, and Lot 3 of Country Club Business Center Third Addition. 12 Page 828 of 865 And except the following area removed from the Amendment No. 1 area by Amendment No. 5 (2019): All that part of the above described Amendment No. 1 area that is part of Lots 1 thru 24 of Sunnyside South Addition. And except the following area removed from the Amendment No. 1 area by Amendment No. 7 (2024): That part of the Northeast Quarter of Section 9, Township 88 North, Range 13 West of the 5th P.M., Black Hawk County, Iowa, lying Westerly of Johnathan Street and lying Northerly of Tower Park Drive and lying Southerly of Parcel "G" of Plat of Survey Do. #2005-7650. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 2 area (2009) (San Marnan Amendment No. 2 Subarea) A parcel of land in the Northwest Quarter (NW '/4) of Section 10, Township 88 North, Range 13 West of the 5th P.M., Black Hawk County, Iowa, described as follows: Beginning at the intersection of the centerline of Kimball Avenue and the centerline of US Highway 20; thence Easterly along the centerline of US Highway 20 to the intersection of said centerline and the Southerly extension of the Western -most line of Lot 1, Anderson's Addition; thence Northerly along said Western -most line of Lot 1, Anderson's Addition and the extension thereof, to the South line of Lot 1, Anderson's 1st Addition; thence Westerly along the South line of Lot 1, Anderson's 1st Addition and the South end of the Mirage Ridge right of way to the West right of way line of Mirage Ridge; thence North along the West right of way line of Mirage Ridge to the South line of Lot 1, Anderson's Fifth Addition; thence Westerly along the South line of Lot 1, Anderson's Fifth Addition and Lot 1, Anderson's Eighth Addition and the Westerly extension thereof, to the centerline of Kimball Avenue; thence Southerly along the centerline of Kimball Avenue to the centerline of US Highway 20 and the point of beginning, all in the City of Waterloo, Black Hawk County, Iowa. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 4 area (2017) (San Marnan Amendment No. 4 Subarea) (as modified by Amendment No. 7 (2024) and Amendment No. 9 (2025)) That part of the above described Amendment No. 1 area located in Section 9 and 10 of T88 R13 lying Southerly of the centerline of US Highway 20. And, That part of the above described Amendment No. 1 area located in Section 8 of T88 R13, except that part of said Section 8 described as Beginning at the intersection of the East line of the NE'/4 of said Section 8 and an Easterly extension of the South line of the parcel of land described in Land Deed Book 543, Page 141, in the Black Hawk County Recorder's Office; thence 13 Page 829 of 865 S89°40'05"W 49.00'; thence continuing S89°40'05"W 188.62'; thence S89°05'28"W to the Easterly right-of-way line of Galactic Drive; thence Northerly along said Easterly right-of-way line and an extension of said Easterly right-of-way line to the centerline of West San Marnan Drive; thence Easterly along said centerline to a point that would intersect a Northerly extension of the East line of said Section 8; thence Southerly along said Northerly extension and the East line of said Section 8 to the Point of Beginning. And, That part of the above described Amendment No. 1 area described as Beginning at the intersection of the centerline of West San Marnan Drive and the Northerly extension of the West line of the Northeast'/4 of the Northwest'/4 of Section 9, T88 R13; thence Southerly along said Northerly extension and said West line to the Northerly right-of-way line US Highway 20; thence Easterly along said Northerly right-of-way line to the Southwest comer of Lot 1 of Tower Technology Park Plat No. 1; thence Northerly along the Westerly line of said Lot 1 to the Northwest corner of said Lot 1; thence Northerly along the Westerly most line of Tract A of Tower Technology Park Plat No. 1 to the Northwest corner of said Tract A that is on said Westerly most line of said Tract A; thence Easterly along the Northerly right-of-way line of Fisher Drive, as presently established, to a point that is N89°34'50"W 50.00' from the Southwest corner of Lot 3 of Tower Park No. 5; thence NO°26'00"W 310.66' to the Southerly right-of-way line of Tower Park Drive, as presently established; thence Easterly along said Southerly right-of- way line to a point where a Southerly extension of the West line of Lot 2 of Tower Park No. 5 would intersect; thence Northerly along a Southerly extension of said West line, along said West line, and along a Northerly extension of said West line to the centerline of West San Marnan Drive; thence Westerly along said centerline to the point where a Northerly extension of the Easterly line of Lot 1 of Tower Park No. 6 would intersect; thence Southerly along said Northerly extension and said Easterly line to the Southeast corner of said Lot 1; thence Westerly along the South line of said Lot 1 to the Southwest corner of said Lot 1; thence Northerly along the Easterly right-of-way line of Hurst Drive and a Northerly extension of said Easterly right-of- way line to the centerline of West San Marnan Drive; thence Westerly along said centerline of West San Marnan Drive to the Point of Beginning And, That part of the above described Amendment No. 1 area described as: Lot 1, Tract A, and Tract B of Tower Park No. 4. And, 14 Page 830 of 865 That part of the above described Amendment No. 1 area described as: Lot A and Lot 3 except the East 21.99 feet of Lot 3 of Country Club Business Center Addition, and Lot 2 of Country Club Business Center Second Addition, and Lot 3 of Country Club Business Center Third Addition. And, That part of the Southeast'/4 of the Northeast'/4 of Section 10, T88 R13, lying Southerly of the centerline of US Highway 20, except the North 422 feet of the South 678.5 feet of the East 218.4 feet of said Southeast 1/4 of the Northeast 1/4, and except Parcel A, being part of the Northeast 1/4 of Section 10, T88R13, pursuant to survey filed May 24, 2016 as Document No. 2016-019901, and except Tract B of said Southeast 1/4 of the Northeast'/4, recorded as Land Deed 539, Page 330 in the Black Hawk County Recorder's Office. Except the following area removed from the Amendment No. 4 area by Amendment No. 7 (2024): Lot 8 of San Marnan Business Park First Addition. And except the following area removed from the Amendment No. 4 area by Amendment No. 9 (2025): Lot 9 of San Marnan Business Park First Addition. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 5 area (2019) (San Marnan Amendment No. 5 Subarea) Beginning at the intersection of the centerlines of West San Marnan Drive and Johnathan Street, thence Northerly along an extension of the centerline of Johnathan Street to the Northerly right- of-way line of West San Marnan Drive as presently established, thence Easterly along the present Northerly right-of-way line of West San Marnan Drive to the centerline of Pheasant Lane, thence Northerly along the centerline of Pheasant Lane to the centerline of Brookeridge Drive, thence Easterly along the centerline of Brookeridge Drive to the centerline of Kimball Avenue, thence Southerly along the centerline of Kimball Avenue to its intersection with the Easterly extension of the North line of Lot 5 of Tower Park, thence Westerly along the Easterly extension of the North line of Lot 5 and the North line of Lot 5 of Tower Park to the Northwesterly corner of said Lot 5, thence Southwesterly along the Northwesterly line of said Lot 5 to the Southwesterly corner of Said Lot 5, thence Northwesterly, Westerly and Northerly along the Southerly and Westerly lines of Lot 4 of Tower Park to the Northwest corner of said Lot 4, thence Westerly to the Northeast corner of Lot 3 of Tower Park, thence N00°24'22"W 6.98 feet along an extension of the East line of said Lot 3, thence N89°38'05"W 401.08 feet, thence NOO°56'12"E 17.02 feet, thence N89°03'48"W 258.97 feet, thence S00°26' 14"W 20 feet to the Northwest corner of Lot 2 of Tower Park, thence due West to the centerline of Johnathan Street, thence Northerly along the centerline of Johnathan Street to its intersection with the centerline of West San Marnan Drive and the Point of Beginning 15 Page 831 of 865 And, Lot 1 of Anderson's Eighth Addition. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 6 area (2020) (San Marnan Amendment No. 6 Subarea) Beginning at the Southwest corner of the Southeast 1/4 of the Southeast 1/4 of Section 10, T88N R13W; thence North 33 feet to the Northerly right-of-way line of East Shaulis Road as presently established; thence Easterly along said Northerly right-of-way line of East Shaulis Road to the West line of the Southwest 1/4 of the Southeast 1/4 of Section 11, T88N R13W; thence Northerly along said West line to the North line of said Southwest 1/4 of the Southeast 1/4; thence Easterly along said North line of said Southwest 1/4 of the Southeast 1/4, and the North line of the Southeast 1/4 of the Southeast 1/4 of said Section 11, and an Easterly extension of the North line of said Southeast % of the Southeast 1/4 to the Easterly right-of-way line of Hess Road as presently established in Section 12, T88N R13W; thence Southerly along said Easterly right-of-way line of Hess Road to the Northerly right-of-way line of East Shaulis Road as presently established; thence Westerly along said Northerly right-of-way line of East Shaulis Road to the East line of Section 11, T88N R13W; thence Southerly along the East line of said Section 11 and the East line of Section 14, T88N R13W to the Southerly right-of-way line of East Shaulis Road as presently established; thence Westerly along said Southerly right-of-way line of East Shaulis Road to the West line of the Northeast 1/4 of the Northeast 1/4 of Section 15, T88N R13W; thence Northerly along said West line to the Northwest corner of the Northeast 1/4 of the Northeast 1/4 of said Section 15, said point also being the Southwest corner of the Southeast 1/4 of the Southeast 1/4 of Section 10, T88N R13W, and the Point of Beginning. And, Beginning at the Southwest corner of Section 12, T88N R13W; thence North 55 feet to the Northerly right-of-way line of East Shaulis Road as presently established; thence Easterly along said Northerly right-of-way line of East Shaulis Road and an Easterly extension of said Northerly right-of-way line to the East line of said Section 12; thence Southerly along the East line of said Section 12 and the East line of Section 13, T88N R13W to a point on the East line of said Section 13 that is 600 feet South of the Northeast corner of said Section 13; thence due West to the Southwesterly right-of-way line of East Shaulis Road as presently established; thence Northwesterly along said Southwesterly right-of-way line of East Shaulis Road to the West line of the Northeast 1/4 of the Northeast 1/a of said Section 13; thence Southerly along said West line and the West line of the Southeast 1/4 of the Northeast 1/4 of said Section 13 to the South line of the Northeast 1/4 of said Section 13; thence West along said South line and the South line of the Northwest 1/4 of said Section 13 to the West line of said Section 13; thence North along the West 16 Page 832 of 865 line of said Section 13 to the Northwest corner of said Section 13, said point also being the Southwest corner of Section 12, T88N R13W, and the Point of Beginning. San Marnan Urban Renewal and Redevelopment Plan — Amendment No. 8 area (2024) (San Marnan Amendment No. 8 Subarea) Lot 8 of San Marnan Business Park First Addition. And, That part of the Northeast Quarter of Section 9, Township 88 North, Range 13 West of the 5th P.M., Black Hawk County, Iowa, lying Westerly of Johnathan Street and lying Northerly of Tower Park Drive and lying Southerly of Parcel "G" of Plat of Survey Do. #2005-7650. South Waterloo Unified Urban Renewal and Redevelopment Plan area (2025) (2025 Expansion Subarea) The South Two Hundred Fifty (250.00) feet of Lot No. Sixteen (16), Kingswood Second Addition, Waterloo, Black Hawk County, Iowa. And, Parcel "0" of Plat of Survey filed January 24, 2022, in Doc. No. 2022-00015118, being a part of the Southwest Fractional Quarter of Section 7, Township 88 North, Range 13 West of the 5th P.M., City of Waterloo, Black Hawk County, Iowa. And, Lot 9 of San Marnan Business Park First Addition. 17 Page 833 of 865 Attachment C City of Waterloo Black Hawk County, Iowa Study of Bonding Capacity as of January 1, 2024 January 1, 2024 Actual Gross Assessed Valuation $5,393,906,602 Legal Bonding Rate 5% Legal Bonding Limit $ 269,695,303 Less Outstanding G.O. & Other Debt ($ 152,829,773) Unused Gross bonding Capacity $ 116,865,530 56.67% of legal limit used Page 834 of 865 Attachment D Project Budget South Waterloo Unifed Urban Renewal and Redevelopment Area Section 1 - former Martin Road Development Plan Area Projects Infi11 of Greyhound Drive area EXPENSES Construction $6,300,000 Architectural & Engineering Fees $420,000 Construction Administration $280,000 TOTAL $7,000,000 FUNDING City (Local Option, GO Bonds) $800,000 City TIF $2,800,000 Federal/State (MPO, RISE) $3,400,000 TOTAL $7,000,000 Infi11 of Lots along Highway 63 and West Ridgeway Avenue EXPENSES Acquisition $1,800,000 Construction $2,000,000 Engineering Fees $240,000 Construction Administration $80,000 TOTAL $4,120,000 FUNDING City (Local Option, G.O. Bonds) $1,000,000 City TIF $1,800,000 Federal/State (MPO, RISE) $1,320,000 TOTAL $4,120,000 Potential environmental work along corridor EXPENSES Assessments $300,000 Cleanup $600,000 Wetland Mitigation $1,500,000 TOTAL $2,400,000 FUNDING City (G.O. Bonds) $400,000 City TIF $1,300,000 Federal/ State (EPA, DNR) $700,000 TOTAL $2,400,000 Prev. Amt. Page 835 of 865 Martin Road Area Sanitary Sewer EXPENSES Construction $1,500,000 Total $1,500,000 FUNDING City TIF $1,500,000 Total $1,500,000 Cedar Valley Crossing Road/Infrastructure EXPENSES Construction $1,200,000 Total $1,200,000 FUNDING City TIF $1,200,000 Total $1,200,000 Kwik Trip Inc Fuel Blending EXPENSES Land Grant $300,000 Total $300,000 FUNDING City TIF $300,000 Total $300,000 Deer Creek EXPENSES Grant (reimbursement) $3,000,000 Rebates $5,542,969 Total $8,542,969 FUNDING City TIF Total $6,342,969 $6,342,969 Cardinal Construction EXPENSES Land Grant $300,000 Rebates $205,000 Total $505,000 FUNDING City TIF Total $505,000 $505,000 Prev. Amt. $800,000 $6,342,969 Page 836 of 865 3 Stooges Martin Road land grant value EXPENSES Prev. Amt. Land Grant $200,000 Rebates $0 Total $200,000 FUNDING City TIF $200,000 Total $200,000 A&S Properties (Amy Wienands) Grant EXPENSES Grant $420,000 Rebates $200,000 Total $620,000 FUNDING City TIF $620,000 Total $620,000 Coordination with IDOT for potential roadway improvements to Highway 63 EXPENSES Construction $1,600,000 Engineering $200,000 Construction Administration $100,000 TOTAL $1,900,000 FUNDING City (Local Option, G.O. Bonds) $950,000 State (RISE) $950,000 TOTAL $1,900,000 Reconstruction of West Ridgeway roadway portion across Black Hawk Creek EXPENSES Acquisition $200,000 Construction $8,000,000 Engineering Fees $300,000 Construction Administration $200,000 TOTAL $8,700,000 FUNDING City (Local Option, G.O. Bonds) $4,350,000 State (RISE) $4,350,000 TOTAL $8,700,000 Page 837 of 865 Traffic signalization improvements at major intersections in Corridor EXPENSES Prev. Amt. Acquisition/purchase $1,200,000 Construction $900,000 Engineering Fees $100,000 Construction Administration $100,000 TOTAL $2,300,000 FUNDING State (RISE) $600,000 City (Local option, G.O. Bonds) $1,300,000 Federal (MPO) $400,000 TOTAL $2,300,000 Acquisition of land throughout corridor for expansion of existing and new business EXPENSES Acquisition/purchase $5,500,000 TOTAL $5,500,000 FUNDING City (G.O. Bonds, TIF funds) $5,500,000 TOTAL $5,500,000 Public Improvements EXPENSES Acquisition $1,200,000 Construction/Demolition 3,700,000 Storm Water Improvements 1,400,000 Engineering fees $200,000 Construction Administration $400,000 TOTAL $6,900,000 FUNDING City (TIF, G.O. Bonds) $6,000,000 Federal/State (grants, RISE, MPO) $900,000 TOTAL $6,900,000 Byrnes Acquatics Facility EXPENSES Construction $9,000,000 Engineering Fees $1,000,000 Total $10,000, 000 FUNDING City (G.O. Bonds) $9,630,000 TIF Funds $370,000 Total $10,000,000 $3,500,000 $3,500,000 $3,500,000 $3,500,000 $400,000 $3,000,000 $1,000,000 $200,000 $4,800,000 $3,900,000 $4,800,000 Page 838 of 865 Other Martin Road Area road and infastructure improvements EXPENSES Prev. Amt. Acquisition $600,000 Construction $2,200,000 Engineering Fees $100,000 Construction Administration $100,000 TOTAL $3,000,000 FUNDING City (Local Option, G.O. Bonds) $2,500,000 State (RISE) $500,000 TOTAL $3,000,000 310 Upland Drive EXPENSES Acquisition $400,000 Demolition $300,000 Redevelopment-Platting/Infastructure $100,000 TOTAL $800,000 FUNDING City (Local Option, G.O. Bonds) $800,000 TOTAL $800,000 Marnie Avenue Area Sunnyside Creek Drainage Improvements EXPENSES Construction $1,000,000 Acquisition $200,000 Engineering and Floodplain Mapping $600,000 TOTAL $1,800,000 FUNDING City (Local Option, G.O. Bonds) $1,800,000 TOTAL $1,800,000 Waterloo Fiber EXPENSES Infrastructure Construction $9,000,000 Planning/Design $1,000,000 TOTAL $10,000,000 FUNDING City (Local Option, G.O. Bonds) $10,000,000 TOTAL $10,000,000 so so so so so $0 so so so so $0 Page 839 of 865 Martin Road Development Area Tax Rebate Projects EXPENSES Pre. Amt. Wilbert $49,881 Country Estates 44,560 Riley $13,496 Senad Disderevic $70,182 JARF $27,410 Mauer $58,426 Social Security Building $175,354 Turnkey PTL $133,280 Turnkey SVW $106,238 AVITA $118,928 Hawkeye Stages $229,626 Three Stooges (Charm Drive) $34,000 BCS Properties $6,000,000 Loves Travel Stop $700,000 Gubbels $200,000 M&K Electric (Charm Drive) $25,000 Warren $1,000,000 Mid Country $122,000 Cedar Crossing Storage $1,100,000 A&K - land grant $175,000 SKS $35,000 Brent Johnson (Freedom truck wash) $330,000 Fusion (3530 Mamie Av) $668,000 PWM LLC Warehouse (3460 MarnieAv) $1,900,000 TOTAL $13,316,381 FUNDING City (G.O. Bonds, TIF funds) $13,316,381 TOTAL $13,316,381 $793,000 $12,209,381 $12,209,381 $12,209,381 Legal, Consulting Fees, and expenses associated with administration and marketing of the urban renewal area EXPENSES Fees $1,000,000 TOTAL $1,000,000 FUNDING City (G.O. Bonds, TIF funds) TOTAL $1,000,000 $1,000,000 Page 840 of 865 TOTAL EXPENSES - FORMER MARTIN ROAD DEVELOPMENT ARE. Prev. Amt. Infill of Greyhound Drive area $7,000,000 Infill of Lots along Highway 63 and West Ridgeway Avenue $4,120,000 Potential environmental work along corridor $2,400,000 Martin Road Area Sanitary Sewer $1,500,000 Cedar Valley Crossing Road/Infrastructure $1,200,000 Kwik Trip Inc Fuel Blending $300,000 Deer Creek $8,542,969 Cardinal Construction $505,000 3 Stooges Martin Road land grant value $200,000 A&S Properties (Amy Wienands) Grant $620,000 Coordination with IDOT for potential roadway improvements to Highway 63 $1,900,000 Reconstruction of West Ridgeway roadway portion across Black Hawk Creek $8,700,000 Traffic signalization improvements at major intersections in Corridor $2,300,000 Acquisition of land throughout corridor for expansion of existing and new business $5,500,000 Public Improvements $6,900,000 Byrnes Acquatics Facility $10,000,000 Other Martin Road Area road and infastructure improvements $3,000,000 310 Upland Drive $800,000 Mamie Avenue Area Sunnyside Creek Drainage Improvements $1,800,000 Waterloo Fiber $10,000,000 Martin Road Development Area Tax Rebate Proi ects $13,316,381 Legal, Consulting Fees, and expenses associated with administration and marketing of the urban renewal area $1,000,000 Former Martin Road Projects Total $91,604,350 $6,342,969 $3,500,000 $4,800,000 so so $12,209,381 $72,397,350 Page 841 of 865 Section 2 - former San Marnan Development Plan Area Projects 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) 14) 15) Project Proposals Proposed Budgets Prev. Amt. Future or Anticipated Acquisition Acquisition $22,000,000 Future or Anticipated Demolition Demolition $3,000,000 Site Improvements, Platting Site Improvements, Platting $2,000,000 Sanitary/Storm Sewer, Water, Road, Rise match Utility/Infrastructure Exp. $12,000,000 Legal Fees, Consulting fees, and related expenses associated with administration and operation of the General Admin Fees $1,300,000 Urban Renewal Area Total $1,300,000 Miscellaneous (certification, environmental) Misc. Expenses $500,000 Total $500,000 Office building (Country Club Addition) Grant $20,000 Rebates $500,000 Total $520,000 Evaluation of traffic patterns through area Construction $1,200,000 Traffic Study $400,000 Right-of-way acquisition $100,000 Total $1,700,000 Reconstruction of Shaulis Road and Shaulis Acquisition $600,000 Road/Dysart Road/Hwy 218 intersection City Property $200,000 Construction $8,250,000 Landscaping, Enh., Trail $100,000 Engineering Fees $750,000 Construction Admn. $100,000 Total $10,000,000 Flood Plain Mapping Engineering Fees $400,000 Total $400,000 Lost World Theme Park Grant $14,000,000 Rebates $3,700,000 Total $17,700,000 VGM Grant $700,000 Rebates $2,100,000 Total $2,800,000 South Waterloo Business Park Buildout Infrastructure $14,000,000 Land Acquisition $6,000,000 Engineering/Design $3,500,000 Total $23,500,000 Van Miller Way Storm Sewer Construction $4,000,000 Land Acquisition $800,000 Engineering Fees $1,000,000 Total $5,800,000 Waterloo Fiber Infrastructure Construction $12,000,000 Planning/Design $1,000,000 Total $13,000,000 Sub Total Former San Marnan Projects I $116,220,000 $8,000,000 $4,000,000 $2,000,000 $14,000,000 $0 $0 $0 $0 $0 $0 $0 $87,920,000 Page 842 of 865 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) 14) 15) 16) 17) 18) Tax Rebate Projects WW Grainger $1,200,000 JJB Fin. Res. Adv. $222,932 Cardinal 10,000 sf (Vets) $468,866 Cardinal Medical PHP $240,000 Hope Martin Anderson $120,000 MFG LLC $282,838 MBAK Kimball Bgeecher $336,278 Borgardt $400,000 Taylor $450,000 Green Acres $504,000 Vandersee Rehab $80,000 Vandersee New Construction $80,000 JSLK Holdings LLC (4031 Bankers Blvd) $456,000 Locke Funeral Home $120,000 SKH Properties (Huff)(Jonathan St) $126,500 Deery Infrastructure Repayment $2,020,040 Jake's Fireworks $47,000 $0 Sub Total Former San Marnan Tax Rebates $7,154,454 Former San Marnan Projects Total $123,374,454 Section 3 - South Waterloo Unified Plan Area Projects 1) 2) Project Proposals Proposed Budgets Land RAP LLC Grant Rebates Total $273,000 $0 $273,000 Charm Drive Infrastructure and Grading Construction $1,100,000 Engineering $400,000 Total $1,500,000 South Waterloo Unified Projects Total $1,773,000 Section 4 - South Waterloo Unified Plan Area and Former Plan Area Total Project Costs Former Martin Road Projects Total $91,604,350 Former San Marnan Projects Total $123,374,454 South Waterloo Unified Projects Total $1,773,000 Grand Total All Projects $216,751,804 Prev. Amt. $95,074,454 Prev. Amt. $0 $0 $0 $0 $0 $0 so $72,397,350 $95,074,454 $0 $167,471,804 Page 843 of 865 Attachment E ACQUISITION CHECKLIST 1. City of Waterloo personnel determine property owners affected by the project. 2. Appraisers then inspect each property affected by the project and make a written appraisal report. The appraisal report will estimate the current market value of the land and improvements to be purchased by the City of Waterloo, plus any reduction in the value of remaining property should its value be adversely affected. The appraiser will contact the property owner for permission to inspect and study the property. The appraiser will interview the landowner to get information about the use and operation of the property to be purchased by the City of Waterloo. 3. The appraiser's report will be reviewed by qualified review appraisers for the City of Waterloo. 4. The property owner will then be contacted by an acquisition agent from the City of Waterloo to present the property owner with an "offer to purchase". This dollar amount is offered as just compensation for property being purchased by the City of Waterloo. 5. After agreement is reached, a contract is approved and signed by the City. Where title conditions permit, a partial payment of the purchase price can also be made available per the terms of the contract. 6. Reasonable time will be allowed for the occupant to vacate property purchased. Occupant will not be required to move sooner than ninety (90) days from the date the City makes the first offer to acquire the property. 7. Written notice specifying the date the property must be vacated will be given at least thirty (30) days prior to the required vacation date. The thirty (30) day notice will not be issued until payment by the City is received as agreed, or the money has been deposited by the City as prescribed by law. 8. The City acquisition agent will arrange payment at the earliest possible date. 9. If the City's acquisition offer is rejected, fair market value will be determined in the course of eminent domain proceedings (commonly referred to as condemnation). Page 844 of 865 Attachment F RELOCATION CHECKLIST 1. City of Waterloo personnel determine property owners affected by the project. 2. City of Waterloo relocation agent will contact family/occupant to determine the amount of eligible relocation benefits such as: a. Actual reasonable expenses as a result of moving (based upon two (2) quotations from movers approved by City of Waterloo). 3. To be eligible for assistance, occupant must not move until negotiations have started on the acquisition of the property without jeopardizing eligibility for moving cost payments. 4. If dissatisfied with the determination of the amount of payment offered under the Relocation Assistance Program, persons to be displaced may have the application reviewed by: a. Sending a written statement requesting the review and outlining the items in dispute to the City Planner, Community Planning and Development Department, City of Waterloo, 715 Mulberry Street, Waterloo, Iowa 50703 b. Stating the amount or amounts being claimed, if any, and including documentation and reasons why dissatisfied with the amount offered. 5. Upon receipt of claim application, the City Planner will appoint a review board and notify the applicant when and where a hearing will be held. The review board will recommend a decision on the claim to the City of Waterloo. The Relocation Agent will notify the applicant in writing of the City of Waterloo's decision within one (1) week. Page 845 of 865 CITY OF ATERLO 0 J�. COMMUNICATION TO THE WATERLOO CITY COUNCIL NAME AND DEPARTMENT Noel Anderson, Community Planning and Development Director Planning & Zoning Department AGENDA ITEM TITLE Baltimore Fields Urban Renewal Plan. RECOMMENDED COUNCIL ACTION approval MEETING DATE November 17, 2025 SUMMARY STATEMENT AND BACKGROUND INFORMATION This Plan creates a new Baltimore Fields Urban Renewal Plan and TIF District, an Economic Development Area that is appropriate for the provision of public improvements related to housing and residential development consistent with Iowa Code Section 403.22 (a Residential TIF). It is located south of the intersection of Hawthorne Avenue and Denver Street. The goals and objectives of the Plan are in conformity with the City of Waterloo's Comprehensive Plan and the land use policy and priorities that were adopted as part of the planning process. The objectives are to promote new housing and residential development, and promote the general economic development of the City. The City realizes that the availability of housing is an important component of attracting new business and industry, responding to new development, and retaining existing businesses. In anticipation of expected economic development, the City is determined to support the creation of new housing opportunities, including increasing the number of lots available for the construction of new homes. Providing incentives to developers eases the cost of extending necessary infrastructure and other factors that can make residential development more risky and less affordable. A percentage of any incremental value generated by the project (currently 48.60%) must be used to provide assistance to LMI families. LMI families are those whose incomes do not exceed 80% of the median Black Hawk County income. Per State Code, a Residential TIF is limited to 10 years of incremental property tax revenues. Adoption of a new TIF Plan requires a consultation with taxing entities, which will be held on October 17th. The hearing is getting set for November 3rd. NEIGHBORHOOD IMPACT DATA, ANALYSIS, AND STRATEGIES IMPLEMENTATION, ACCOUNTABILITY, AND COMMUNICATION COMMUNITY ENGAGEMENT METHODS Page 846 of 865 SOURCE OF EXPENDITURES N/A ALTERNATIVE ACTION LEGAL DESCRIPTION ATTACHMENTS 1. Baltimore Fields Urban Renewal and TIF Plan 2. Elev8te Housing Policies 2025 Page 847 of 865 Prepared by Aric Schroeder, City of Waterloo, 715 Mulberry Street, Waterloo, IA, 50703 319-291-4366 Return to preparer after recording. BALTIMORE FIELDS URBAN RENEWAL PLAN (2025) Page 848 of 865 TABLE OF CONTENTS Introduction and Background 1 District Designation 1 Description 1 Base Values 1 Development Plan 1 Project Area Objectives 2 Type of Renewal Activities 3 Proposed Urban Renewal Projects 4 Financial Data 5 Special Financing 5 Property Acquisition/Disposition 6 Relocation 6 Property Within Urban Revitalization Area 6 State and Local Requirements 6 Severability 6 Urban Renewal Plan Amendments 7 Effective Period 7 Attachments A. Boundary Map B. Urban Renewal Area Legal Description C. Study of Bonding Capacity D. Project Proposals and Budgets E. Acquisition Checklist F. Relocation Checklist G. Planning, Programming & Zoning Certification H. Notification to Taxing Entities, and Record of Consultation I. Resolution Adopting Plan J. Ordinance Adopting TIF District K. Notice of Public Hearing i Page 849 of 865 BALTIMORE FIELDS URBAN RENEWAL PLAN CITY OF WATERLOO, IOWA INTRODUCTION AND BACKGROUND The Baltimore Fields Urban Renewal Plan ("Plan" or "Urban Renewal Plan") has been developed to help promote economic development in the City of Waterloo, Iowa ("City). The primary goal of the Plan is to stimulate, through public involvement and commitment, private investment in new housing and residential development. In order to achieve these objectives, the City of Waterloo shall undertake the urban renewal actions specified in this Plan, pursuant to the powers granted to it under Chapter 403 of the Iowa Code, Urban Renewal Law, and Chapter 15A of the Iowa Code. DISTRICT DESIGNATION With the adoption of this Plan, the City designates this Urban Renewal Area ("Area") as an economic development area that is appropriate for the provision of public improvements related to housing and residential development consistent with Iowa Code Section 403.22. DESCRIPTION The description of the Area is illustrated in Attachment A, and legally described in Attachment B. The property included in the Urban Renewal Area has never previously been subject to the division of revenue under Iowa Code Section 403.19 as a residential project. BASE VALUES With the adoption of this Plan and Urban Renewal Area, a Tax Increment Financing (TIF) ordinance is adopted to establish a TIF district in the Area, and debt related to the Area will be certified to the County Auditor, creating the frozen "base value" that will be the assessed value of the taxable property within the area covered by the TIF ordinance as of January 1 of the calendar year preceding the calendar year in which the City first certifies the amount of any debt related to the Area, in accordance with Iowa Code Section 403.19. DEVELOPMENT PLAN The goals and objectives of the Plan are in conformity with the City of Waterloo's Comprehensive Plan and the land use policy and priorities that were adopted as part of the planning process. Both the Plan and the Comprehensive Plan strive to maintain the City's role as a regional center of commerce and industry, assure land uses which will strengthen and complement existing appropriate land use relationships within the surrounding community, encourage sound growth and investment in the area, increase employment in the area by encouraging economic development, and provide economic incentives that may increase housing opportunities within the City. The need for improved traffic, public transportation, public utilities, recreational and community facilities, or other public improvements within the Urban 1 Page 850 of 865 Renewal Area is set forth in this Plan. As the Area develops, the need for public infrastructure extensions and upgrades will be evaluated and planned for by the City. The Plan does not in any way replace or modify the City's current land use planning or zoning regulation process. PROJECT AREA OBJECTIVES The City's objectives for the Urban Renewal Area are to promote new housing and residential development, and promote the general economic development of the City. The City realizes that the availability of housing is an important component of attracting new business and industry, responding to new development, and retaining existing businesses. In anticipation of expected economic development, the City is determined to support the creation of new housing opportunities, including increasing the number of lots available for the construction of new houses. Providing incentives to developers eases the cost of extending necessary infrastructure and other factors that can make residential development more risky and less affordable. When a city utilizes tax increment financing to support residential development, a percentage of the incremental revenues (or other revenues) generated by the project (not to exceed the project costs reimbursed with incremental revenues which are limited to reimbursement of "public improvement" costs as defined by Iowa law) must be used to provide assistance to LMI families. LMI families are those whose incomes do not exceed 80% of the median Black Hawk County income. Unless a reduction is approved by the Iowa Economic Development Authority, the percentage of incremental revenues used to provide LMI assistance must be at least equal to the percentage of LMI families living in Black Hawk County. That percentage is currently 48.60%. The requirement to provide assistance for LMI housing may be met by one, or a combination, of the following options: 1. Providing that at least 48.60% of the units constructed in the Urban Renewal Area are occupied by residents and/or families whose incomes are at or below 80% of the median county income; 2. Setting aside an amount at least 48.60% of the reimbursed project costs for LMI housing activities anywhere in the City; and 3. Ensuring that 48.60% of the houses constructed within the Area are priced at amounts affordable to LMI families. If funds are set aside, as opposed to constructing a sufficient percentage of LMI housing in the Area, the assistance for low and moderate income family housing may be provided anywhere within the City. The type of assistance provided must benefit LMI residents and/or families and include, but is not limited to: 1. Construction of LMI affordable housing. 2 Page 851 of 865 2. Owner/renter-occupied housing rehabilitation for LMI residents and/or families. 3. Grants, credits or other direct assistance for LMI residents and/or families. 4. Homeownership assistance for LMI residents and/or families. 5. Tenant -based rental assistance for LMI residents and/or families. 6. Down payment assistance for LMI residents and/or families. 7. Mortgage interest buy -down assistance for LMI residents and/or families. 8. Under appropriate circumstances, the construction of public improvements that benefit LMI residents and/or families. Renewal activities are designed to provide opportunities, incentives, and sites for new residential development within the Urban Renewal Area. More specific objectives for the development, redevelopment and rehabilitation with the Urban Renewal Area are as follows: 1. To increase the availability of housing opportunities, which may in turn attract and retain local industries and commercial enterprises that will strengthen and revitalize the economy of the State of Iowa and the City of Waterloo. 2. To stimulate, through public action and commitment, private investment in new housing and residential development. 3. To plan for and provide sufficient land for residential development in a manner that is efficient from the standpoint of providing municipal services. 4. To help finance the cost of constructing street, water, sanitary sewer, storm water drainage, public utilities, street lighting, and other public improvements in support of new housing development. 5. To provide a more marketable and attractive investment climate. 6. To improve the housing conditions and housing opportunities, including for LMI income residents and/or families. 7. To achieve a diversified, well-balanced economy, providing a desirable standard of living, creating diversified housing opportunities, creating job opportunities, and strengthening the tax base. TYPE OF RENEWAL ACTIVITIES To meet the objectives of this Urban Renewal Plan and to encourage the development of the Area, the City intends to utilize the powers conferred under Iowa Code Chapter 403 and Chapter 15A, as follows: 1. To undertake and carry out urban renewal projects through the execution of contracts and other instruments. 2. To acquire land through a variety of means (purchase, lease, option, etc.) and to provide for the construction of specific site improvements such as grading and site preparation activities, access roads, utility connections, and related activities. 3. To arrange for or cause to be provided the construction or repair of public infrastructure, including but not limited to, streets, curbs and gutters, water infrastructure, storm sewer infrastructure, sanitary sewer infrastructure, public utilities, sidewalks, street lights, public parks and open spaces, bike trails, landscaping or other related facilities, enhancements, and activities in connection with urban renewal projects. 3 Page 852 of 865 4. To make loans, forgivable loans, tax rebate payments or other types of economic development grants or incentives to private persons or businesses for economic development purposes on such terms as may be determined by the City Council. 5. To use tax increment financing to facilitate urban renewal projects, including, but not limited to, financing to achieve a more marketable and competitive land offering price and to provide for necessary physical improvements and infrastructure. 6. To borrow money and to provide security therefor. 7. To make or have made surveys and plans necessary for the implementation of the urban renewal program or specific urban renewal projects. 8. To acquire property through a variety of means (purchase, lease, option, etc.) and to hold, clear or prepare the property for redevelopment, or to dispose of property. 9. To undertake the demolition and clearance of existing development. 10. To use tax increment to provide LMI housing assistance. 11. To use any or all other powers granted by the Urban Renewal Act to develop and provide for improved economic conditions for the City of Waterloo and the State of Iowa. PROPOSED URBAN RENEWAL PROJECTS 1. Certain urban renewal activities will continue over a period of years, such as the construction of public infrastructure and incentives to encourage increased employment and taxable value. The City may continue providing direct or indirect financial assistance to private persons or businesses as an incentive to develop new housing or residential development in the Area. 2. Future land acquisition, as may be necessary, to further the economic development needs of the City. 3. The City has or will enter into a development agreement with Baltimore Fields LLC (or a related entity) (the "Developer") for Developer's construction of public infrastructure improvements and private housing units on land within the Urban Renewal Area. As part of the project, the Developer would be required to complete certain infrastructure improvements needed to prepare the property for the development of housing units and cause the construction of at least eighteen (18) housing units. The infrastructure improvements constructed by the Developer would be dedicated to the City following completion, at no cost to the City. These improvements are expected to include the construction and installation of sidewalk ramps at street intersections, sidewalks adjacent to stormwater detention facilities, sidewalks adjacent to parks or other green spaces, streets, sanitary sewer, storm sewer, stormwater detention, water infrastructure, and erosion control measures to serve the residential development with the Urban Renewal Area, for a total cost of approximately $1,194,485. Construction of the public infrastructure improvements is anticipated to be completed by March 2026. The development agreement would also provide detailed terms and conditions under which the City may make annual Economic Development Grant payments to the Developer in the amount of 50% of the Tax Increment generated by construction of the housing units on the residential lots in the Area remaining each year. The Economic Development Grants would terminate upon the earliest of the following: i) ten (10) annual grants have been paid to Developer; (ii) the City's ability to collect tax increment from the Urban Renewal Area has expired: (iii) the maximum aggregate amount of grants have been paid to Developer; or (iv) the Developer's right to receive grants derived from the housing 4 Page 853 of 865 units in the Area under the agreement is terminated. The total amount of the Economic Development Grant payments shall not exceed the lesser of $572,243 or 50% of the actual costs incurred by the Developer in constructing the infrastructure improvements in the Area. 4. Pay all legal fees, consulting fees and related expenses associated with administration and operation of the Plan. FINANCIAL DATA For updated information about unused bonding capacity for the City of Waterloo, see Attachment C. Proposed amount of loans, advances, indebtedness or bonds to be incurred: A specific amount of debt to be incurred for the proposed urban renewal projects has not yet been determined The projects authorized in this Plan are only proposed projects at this time. The City Council will consider each project proposal on a case -by -case basis to determine if it is consistent with the Plan and in the public's best interest to participate in the project. These projects, if approved, will commence and be concluded over a number of years. In no event will debt be incurred that would exceed the City's debt capacity. It is further expected that such indebtedness, including interest on the same, will be financed in whole or in part with tax increment revenues from the Urban Renewal Area. Subject to the foregoing, it is estimated that the cost of the proposed urban renewal projects as described above will be approximately $1,000,000 to $1,500,000. SPECIAL FINANCING To meet the objectives of this Urban Renewal Plan and to encourage private investment in and the development of the Urban Renewal Area, the City may determine to provide financial assistance to qualified private businesses through the making of loans, rebates or grants under all applicable provisions of the Iowa Code, including but not limited to Chapters 15 and 15A, and through the use of tax increment financing under Chapter 403. 1. Loans, Rebates or Grants. The making of loans or grants of public funds to private businesses within the Urban Renewal Area may be deemed necessary or appropriate for economic development purposes and to aid in the planning, undertaking and carrying out of urban renewal activities authorized under this Urban Renewal Plan and the Code of Iowa. Accordingly, in furtherance of the objectives of this Urban Renewal Plan, the City may determine to issue general obligation bonds, tax increment revenue bonds or such other obligations or loan agreements for the purpose of making loans or economic development grants of public funds to private businesses located in the Urban Renewal Area. Alternatively, the City may determine to use available funds for making such loans or grants with the intention to reimburse those funds with incremental taxes when or if available. 2. Tax Increment Financing. The City may utilize tax increment financing as a means to help pay for the costs associated with acquisition and the development of the Urban 5 Page 854 of 865 Renewal Area. General obligation bonds, tax increment revenue bonds, internal loans or such other obligations or loan agreements may be issued by the City. The City may elect to secure obligations or abate some or all of the debt service on bonds issued for the following costs with incremental taxes from the area (if and to the extent incurred by the City): a. Constructing public improvements, such as streets, sanitary sewers, storm sewers, water mains or other facilities. b. Making loans or grants to private businesses, including debt service payments on any bonds or notes issued to finance such loans or grants. c. Providing the local matching share of state or federal grant and loan programs. d. Other authorized urban renewal projects, including those described in Attachment D. Nothing herein shall be construed as a limitation on the power of the City to exercise any lawful power granted to the City under Chapter 15, Chapter 15A, Chapter 403, Chapter 427B, or any other provision of the Code of Iowa in furtherance of the objectives of this Urban Renewal Plan. PROPERTY ACQUISITION/DISPOSITION The City may finance or assist with financing the cost of land acquisitions in the Urban Renewal Area. The City will follow applicable legal proceedings and procedures for the acquisition and disposition of property (see Attachment E). RELOCATION The City does not expect there to be any relocation required of residents or businesses as part of the proposed urban renewal projects; however, if any relocation is necessary, the City will follow all applicable relocation requirements (see Attachment F). PROPERTY WITHIN URBAN REVITALIZATION AREA The Urban Renewal Area is located within an urban revitalization area as provided in Chapter 404 of the Code of Iowa. No tax abatement incentives in connection with the urban revitalization area will be allowed for development that occurs in the Urban Renewal Area unless expressly authorized by the City Council. STATE AND LOCAL REQUIREMENTS All provisions necessary to conform to state and local laws will be complied with by the City and/or the developer in implementing this Urban Renewal Plan and its supporting documents, objectives and renewal activities. SEVERABILITY In the event one or more provisions contained in the Urban Renewal Plan, as amended, shall be held for any reason to be invalid, illegal, unauthorized or unenforceable in any respect, such invalidity, illegality, unauthorization or enforceability shall not affect any other provision of this 6 Page 855 of 865 Urban Renewal Plan, and this Urban Renewal Plan shall be construed and implemented as if such provisions had never been contained herein. URBAN RENEWAL PLAN AMENDMENTS This Urban Renewal Plan may be amended from time to time for a number of reasons, including but not limited to change in the area, to add or change land use controls and regulations, to modify goals or types of renewal activities, or to amend property acquisition and disposition provisions. The City Council may amend this Plan pursuant to appropriate procedures under Iowa Code Chapter 403. EFFECTIVE PERIOD This Plan will become effective upon its adoption by the City Council and will remain in effect until it is repealed by the City Council. With respect to property included within the Urban Renewal Area, which is also included in an ordinance which designates that property as a tax increment district (TIF district) and is designated based on an economic development finding, to provide or to assist in the provision of public improvements related to housing and residential development, the use of incremental property tax revenues or the "division of revenue," as those words are used in Chapter 403 of the Iowa Code, is limited to ten (10) years beginning with the second fiscal year following the year in which the City first certifies to the County Auditor the amount of any loans, advances, indebtedness, or bonds which qualify for payment from the incremental property tax revenues attributable to that property within the Urban Renewal Area. At all times, the use of tax increment financing revenues (including the amount of loans, advances, indebtedness, or bonds which qualify for payment from the division of revenue provided in Section 403.19 of the Iowa Code) by the City for activities carried out under the Urban Renewal Area shall be limited as deemed appropriate by the City Council and consistent with all applicable provisions of law. 7 Page 856 of 865 Attachment A DEPICTION OF BALTIMORE FIELDS URBAN RENEWAL AREA See attached map. Page 857 of 865 Attachment "A" - Baltimore Fields Urban Renewal Area Boundary Map HAWTHORNE AVE R I CO 0 1- 0 CC LBYRONAVE -PALMER DR PARK•VIEW BLVD FRANCES DR MIRIAM DR CC O HAWTHORNE AVE BALTIMORE ST- VERMONT ST CAROLINA AVE EUREKA ST BYRON AVE 0 1- CC 0 175 BALTIMORE ST EUREKA ST HAWTHORNE AVE 350 700 US Fee BYRON AVE Proposed District Boundary I I Nacir HhR ntIH41h Attachment B URBAN RENEWAL AREA LEGAL DESCRIPTIONS Baltimore Fields Urban Renewal Area Lot No. 5, except the East 156 feet thereof and except those parts deeded to the City of Waterloo, Iowa in T.L.D. Book 151 Page 562 and T.L.D. Book 272 at page 391, in Auditor Francis' Reitzel Plat; and the Northerly Half of that part of Byron Avenue in the City of Waterloo, Iowa, lying East of a Northerly extension of the West line of Lot No. 1 in Orlo C. Miller Addition, and West of a line that is 156 feet West of the West line of Baltimore Street, all in the City of Waterloo, Black Hawk County, State of Iowa, excluding thereof the area platted as Hawthorne Estates First Addition. And Orlo C. Miller Addition, all of Lot 1 except the West 30 feet, Lot 2, and all that part of the Southerly one-half of Byron Avenue in the City of Waterloo, Iowa, lying East of a Northerly extension of the West line of Lot No. 1 in Orlo C. Miller Addition, and West of a line that is 156 feet West of the West line of Baltimore Street. Also, all that part of Denver Street in the City of Waterloo, Iowa, lying South of the South line of Byron Avenue and North of the North line of Eureka Street, all in the City of Waterloo, Black Hawk County, Iowa, excluding thereof the area platted as Baltimore Field First Addition. And All that part of Hawthorne Avenue as it presently exists lying East of a Northerly extension of the East line of Hawthorne Estates First Addition, and West of a line that is 156 feet West of the West line of Baltimore Street, City of Waterloo, Black Hawk County, Iowa. And All that part of Eureka Street as it presently exists lying East of a Southerly extension of the East line of Baltimore Field 1st Addition, and West of a line that is 156 feet West of the West line of Baltimore Street, City of Waterloo, Black Hawk County, Iowa. Page 859 of 865 Attachment C City of Waterloo Black Hawk County, Iowa Study of Bonding Capacity as of January 1, 2024 January 1, 2024 Actual Gross Assessed Valuation $5,393,906,602 Legal Bonding Rate 5% Legal Bonding Limit $ 269,695,303 Less Outstanding G.O. & Other Debt ($ 152,829,773) Unused Gross bonding Capacity $ 116,865,530 56.67% of legal limit used Page 860 of 865 Attachment D RESERVED Page 861 of 865 Attachment E ACQUISITION CHECKLIST 1. City of Waterloo personnel determine property owners affected by the project. 2. Appraisers then inspect each property affected by the project and make a written appraisal report. The appraisal report will estimate the current market value of the land and improvements to be purchased by the City of Waterloo, plus any reduction in the value of remaining property should its value be adversely affected. The appraiser will contact the property owner for permission to inspect and study the property. The appraiser will interview the landowner to get information about the use and operation of the property to be purchased by the City of Waterloo. 3. The appraiser's report will be reviewed by qualified review appraisers for the City of Waterloo. 4. The property owner will then be contacted by an acquisition agent from the City of Waterloo to present the property owner with an "offer to purchase". This dollar amount is offered as just compensation for property being purchased by the City of Waterloo. 5. After agreement is reached, a contract is approved and signed by the City. Where title conditions permit, a partial payment of the purchase price can also be made available per the terms of the contract. 6. Reasonable time will be allowed for the occupant to vacate property purchased. Occupant will not be required to move sooner than ninety (90) days from the date the City makes the first offer to acquire the property. 7. Written notice specifying the date the property must be vacated will be given at least thirty (30) days prior to the required vacation date. The thirty (30) day notice will not be issued until payment by the City is received as agreed, or the money has been deposited by the City as prescribed by law. 8. The City acquisition agent will arrange payment at the earliest possible date. 9. If the City's acquisition offer is rejected, fair market value will be determined in the course of eminent domain proceedings (commonly referred to as condemnation). Page 862 of 865 Attachment F RELOCATION CHECKLIST 1. City of Waterloo personnel determine property owners affected by the project. 2. City of Waterloo relocation agent will contact family/occupant to determine the amount of eligible relocation benefits such as: a. Actual reasonable expenses as a result of moving (based upon two (2) quotations from movers approved by City of Waterloo). 3. To be eligible for assistance, occupant must not move until negotiations have started on the acquisition of the property without jeopardizing eligibility for moving cost payments. 4. If dissatisfied with the determination of the amount of payment offered under the Relocation Assistance Program, persons to be displaced may have the application reviewed by: a. Sending a written statement requesting the review and outlining the items in dispute to the City Planner, Community Planning and Development Department, City of Waterloo, 715 Mulberry Street, Waterloo, Iowa 50703 b. Stating the amount or amounts being claimed, if any, and including documentation and reasons why dissatisfied with the amount offered. 5. Upon receipt of claim application, the City Planner will appoint a review board and notify the applicant when and where a hearing will be held. The review board will recommend a decision on the claim to the City of Waterloo. The Relocation Agent will notify the applicant in writing of the City of Waterloo's decision within one (1) week. Page 863 of 865 Elev8te Housing Policies 2025 1. Sale of City Residential Property Policy a. The overall Sale of Property Policy stays same for all City Property (2019). ➢ lnfill Site — public or private lot within a subdivision that is at least 20 years old and over 60% of the subdivision has been built upon. ➢ For larger infill sites (i.e. Baltimore Field) staff will determine the eligibility of areas as infill if they require additional platting. ➢ lnfill Site incentives may apply to any City -owned lots for residential construction. Note — all land will be sold through Development Agreements to state timeline for construction, design for construction, and note incentives by City, either TIF, ARPA, Nuisance Bonds, or Urban Revitalization (CURA or CLURA) or a combination of the incentives, to gain positive new housing units for the City of Waterloo. This process is for residential development of lnfill Sites. Commercial/Industrial redevelopment of infill lots or sales will follow the Economic Development Policy Plan for the City of Waterloo. 2. Housing Construction/Rehabilitation a. City acquired housing units will be sent through Request for Proposal process to determine interest in rehabilitation of structures by any private parties. b. City reserves the right to work directly with a proven developer in targeted areas to strengthen their ability to work in area (i.e. Habitat in Walnut) v. the RFP process. This will also work to help move faster for some rehabilitations, as well as plan ahead for larger redevelopment strategies for neighborhoods as a whole. All sales require a hearing, so other parties have the right to come and state their interest. c. Privately acquired Infill Housing sites may apply for incentives as long as site meets criteria as an lnfill Site. d. Privately acquired housing projects for rehabilitation may request city assistance for incentives for projects on a case -by -case basis. (See 48 for factors to consider). e. City -built homes, if applicable, would be sold through a standard sales realtor, or through a partnership if needed, similar to how City partnered with Hawkeye Community College in past. 3. Acquisitions for Housing a. The City will work with residential housing partners for the acquisition of homes for demolition or rehabilitation i. The City will use 657A when possible ii. The City will specifically work in Targeted Areas to help towards long-term planning for neighborhood revitalizations iii. The City may work throughout the community for select housing sites for new development, prioritizing abandoned and deteriorating structures, as well as those needing a higher and better land use 4. Will Sites incentives — a. New construction on eligible lnfill Sites i. $5,000 per unit created upon Certificate of Occupancy ii. $7,500 per unit in Targeted Areas b. Rehabilitation on eligible lnfill Sites i. $5,000 per unit on a case -by -case basis ii. $7,500 per unit in Targeted Areas, on a case -by -case basis The City Council will review all requests for assistance for rehabilitation. Key determining factors: ➢ If the site is in a Targeted Area — is the project rehabilitation in accordance with the larger planning efforts for neighborhood revitalization ➢ If the site is not in a Targeted Area o is the site worthy of 657A action o has it been abandoned o has it been vacant for an extended period of time o is it in deteriorating condition o is it better for demolition o owner /history of deterioration of structure c. New Infrastructure construction incentives i. The City has the ability to establish an Urban Renewal District (TIF District) over a site if needing to partner with a developer for a new subdivision type layout, whether on an lnfill Site or greenfield site. ii. The City would establish such subdivisions with State Code regulations for timeline, and types of development to occur on -site or off -site or both, in regards to low to moderate income housing requirements. iii. Said goal would be to match incentives offered by abutting and adjacent communities for paying back 50% of infrastructure costs for the new roads, sewers, water, etc. within a 10-year timeline. iv. If an lnfill Site would receive TIF incentives as noted for infrastructure, housing on the site would not be eligible for CURA or CLURA tax abatement incentives. Page 864 of 865 v. If an Infill Site would receive TIF incentives as noted for infrastructure, housing on the site would not be eligible for $5,000 or $7,500 per home infill incentive unless sold, and funding going to the new homeowner. d. Funding Sources for Infill Site and overall Residential Development objectives i. TIF funds — if the site is in an eligible TIF area, that has housing as a goal, said funds could be used ii. Bonds — the City has bonds for nuisance abatement and housing improvements annually, and said funds could be used city-wide iii. ARPA funds — the City has dedicated $2,041,277 in ARPA funds for housing projects including acquisitions, demolitions, infrastructure, inspections, as well as new construction and rehabilitations. 5. Targeted Areas — a. The City will work to establish Targeted Areas for concentration of needed new housing to help strengthen existing neighborhoods. b. Initial Target Areas i. Walnut Historic Neighborhood ii. Church Row Neighborhood iii. West Central Neighborhood iv. We Care Neighborhood v. City View Neighborhood vi. Maywood Neighborhood Page 865 of 865